Client Services Associate Job at Robert Half (Palm Beach)

Client Services Associate

Robert Half

Location:
United States , Palm Beach

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Robert Half Finance & Accounting has partnered up with a global investment management firm in the search for a detail-oriented Client Services Associate to add to their team. This position combines client service support, account administration, and investment operations work to help ensure accurate, responsive service across a range of financial transactions and reporting needs. The ideal candidate brings strong organizational skills, sound knowledge of financial processes, and the ability to work effectively with relationship managers and internal partners in a fast-paced environment. In person collaboration in office is required - this is not a remote role!

Job Responsibility:

Coordinate day-to-day client service and operational support for wealth management accounts, ensuring requests are completed accurately and on schedule
Prepare and process investment-related documentation, cash movements, reconciliations, and other account administration tasks
Maintain client accounts by handling updates, monitoring operational activity, and supporting routine and ad hoc reporting needs
Partner closely with relationship management colleagues to deliver timely follow-through on client matters and service inquiries
Track service requests and administrative workflows with a high level of precision while meeting deadlines in a busy environment
Contribute to internal reporting and data oversight by compiling information, updating records, and monitoring key operational details
Use portfolio, custodial, and internal service platforms to manage daily processing and support account operations
Follow established compliance requirements, operational controls, and industry guidelines across all assigned activities

Requirements:

3+ years of relevant industry experience within wealth management or asset management
Working knowledge of financial operations and data management
Demonstrated ability to manage multiple assignments simultaneously in a high-volume, deadline-sensitive setting
Strong attention to detail with effective organizational and follow-up skills
Ability to collaborate successfully with a small team while supporting shared service goals
Professional communication skills, both verbal & written

What we offer:

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
Free online training

Additional Information:

Job Posted:
May 04, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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