Client Service Associate, Robert Half

Client Service Associate

Robert Half

Location:
United States, Toledo

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are looking for a dedicated Client Service Associate to join our team in Toledo, Ohio, within the financial services industry. This is a Contract to permanent position, ideal for someone who excels in client communication, both written and verbal, and is committed to providing exceptional customer service. The role requires a meticulous demeanor and the ability to manage tasks efficiently while working closely with high-net-worth clients.

Job Responsibility:

Manage tasks efficiently while working closely with high-net-worth clients
Provide exceptional customer service

Requirements:

Proficiency in Excel and Office tools
Experience with CRM systems and data management platforms
Familiarity with financial services software such as ADP, Kronos, and Concur
Strong verbal and written communication skills
Ability to manage calendars, organize meetings, and handle correspondence effectively
Demonstrated attention to detail and accuracy in data handling
Customer service experience, particularly with high-net-worth clients
Ability to prioritize and reorganize tasks to meet deadlines and shifting priorities

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
May 10, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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