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Client Associate

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Robert Half

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Location:
United States , Moorestown

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Category:
Finance

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Contract Type:
Employment contract, Contract work

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Salary:

Not provided
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Job Description:

Robert Half is seeking a Client Associate to support our busy financial services client in South Jersey. This Client Associate position focuses on delivering responsive client service, handling account-related administrative work, and keeping records organized and accurate. The ideal candidate is detail-oriented, communicates clearly, and can balance multiple priorities while contributing to a positive client experience.

Job Responsibility:

  • Provide daily administrative and service support to several lead advisors, helping them manage client needs efficiently
  • Guide clients through account setup, asset transfers, fund movements, and profile changes with accuracy and care
  • Complete and submit required forms and documentation in a timely manner while maintaining a high standard of precision
  • Organize and update client files so records remain complete, current, and easy to access
  • Work closely with internal teams to follow up on requests and keep client-related processes moving on schedule
  • Deliver attentive service at each stage of the client relationship to promote a smooth and detail-oriented experience

Requirements:

  • Bachelor’s degree in Finance, Business, or related field
  • 1+ year experience in a supporting role within financial services
  • Licensing experience
  • Experience with financial planning software, such as eMONEY
  • Excellent organizational, communication, and follow-through skills
What we offer:
  • medical insurance
  • vision insurance
  • dental insurance
  • life insurance
  • disability insurance
  • 401(k) plan
  • free online training

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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