Description

Client Service Associate – Direct Hire Opportunity

Are you a detailed-oriented professional passionate about supporting client success in the financial services industry? We’re hiring a Client Service Associate for a full-time, direct hire position. This role is an incredible opportunity to join a dynamic team and be a pivotal resource for operational and client account management.

Key Responsibilities:

• Act as the primary contact for client to-dos, inquiries, and questions outside of client meetings.

• Research and resolve complex account issues efficiently.

• Input data to generate financial plans including retirement, tax, estate, and insurance planning.

• Prepare and submit all paperwork for client onboarding, transfers, and money movement, ensuring proper client documentation.

• Master custodial platforms

• Handle tasks like RMD cashiering and account tracking for successful business transfers.

• Foster collaborative success by performing additional responsibilities as needed.

Preferred Qualifications:

• Familiarity with investment advisory systems.

• Strong critical thinking, problem-solving, and attention to detail.

• Ability to handle confidential matters with professionalism.

• Exceptional written, verbal, and client service skills; team player and self-starter mindset.

This position is a great fit for professionals eager to grow and contribute within a fast-paced, client-focused environment.

How to Apply: Contact Douglas Rickart at 612-249-0330 or find him on LinkedIn to discuss next steps. Don’t miss the chance to make an impact with this exciting opportunity—apply today!

Requirements • Minimum of 2 years of experience in a similar role within the financial services industry

• Proven expertise in Private Wealth Management

• Demonstrated ability in Financial Planning

• Experience in Client Administration is essential

• Strong Client Relations skills is a must

• Bachelor's Degree in Finance or related field is preferred

• Excellent interpersonal and communication skills

• Ability to handle multiple tasks and meet deadlines

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)

• Strong attention to detail and organizational skills

• Ability to work effectively in a team environment

• Demonstrated problem-solving and decision-making skills

• Knowledge of financial services industry regulations and standards

• Ability to maintain confidentiality and handle sensitive information with discretion

• Proficiency in using financial planning software and tools

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .