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Client Service Specialist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Charlotte

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are seeking a Client Service Specialist to provide comprehensive support to Financial Advisors in delivering exceptional financial planning and investment services. This role is integral to ensuring a seamless client experience—from meeting preparation and account monitoring to handling client inquiries and special projects.

Job Responsibility:

  • Prepare preliminary financial planning materials and meeting documentation using proprietary tools
  • create and process paperwork for new accounts, product applications, account maintenance, and related client services
  • monitor account asset allocations, trading activity, maturing securities, client suitability, and fiduciary account review processes as directed by the Advisor
  • deliver an exceptional client experience with a strong emphasis on professionalism and responsiveness
  • maintain client profiles, document interactions, and manage scheduling using CRM tools
  • resolve client inquiries, process transactions, handle money movement, and perform routine account maintenance
  • assist with special projects and ad-hoc client needs

Requirements:

  • College degree in business, finance, or accounting preferred
  • some college combined with relevant experience considered
  • previous industry or accounting experience and licensing preferred
  • prior client service or administrative experience required
  • willingness to pursue licensing, certifications, and designations within the financial industry
  • strong attention to detail and organizational skills
  • ability to produce quality work, identify next steps, and follow through on multi-step tasks
  • knowledge of general office procedures and investment concepts
  • confident, polished, and articulate communicator
  • emotional resilience and professionalism in high-pressure situations
  • ability to travel to satellite office locations within the state of NH

Nice to have:

  • Accounting or tax experience
  • passion for client service
  • interest in financial planning
What we offer:
  • Access to top jobs
  • competitive compensation and benefits
  • free online training
  • medical, vision, dental, and life and disability insurance
  • eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
January 04, 2026

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