Client Services Associate, Robert Half

Client Services Associate

Robert Half

Location:
United States, San Diego

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

We are looking for a dedicated and meticulous Client Services Associate to join our team in San Diego, California. This Contract to Permanent position plays a vital role in ensuring exceptional client experiences and supporting operational efficiency. You will collaborate with advisors, handle client documentation, and provide outstanding service to high-net-worth individuals, business owners, and other clients.

Job Responsibility:

Handle client account documentation, including transfers, distributions, and updates, ensuring precision and attention to detail
Keep client records organized and ensure information in company systems is current
Liaise with custodians to promptly resolve any service or account issues
Prepare materials for client meetings, communications, and mailings
Oversee office supplies, vendor interactions, and general office appearance to maintain a professional and inviting environment
Act as the initial point of contact for clients visiting the office, providing a courteous and detail-focused experience
Assist advisors by collecting and organizing financial information for client accounts
Support financial planning initiatives and perform investment research as required
Compile performance reports and reconcile data to maintain accuracy
Draft correspondence and documentation for client interactions

Requirements:

Strong customer service skills with a client-focused approach
Exceptional organizational abilities and keen attention to detail
Effective communication and problem-solving skills
Proficiency in Microsoft Word, Excel, and Outlook
Ability to handle multiple priorities and maintain professionalism under pressure
Bachelor's degree preferred, though a High School Diploma or Associate's Degree with relevant experience is acceptable
Minimum of 3 years of experience in administrative support within an investment environment

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:
October 29, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.