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Client Services Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Minneapolis

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations.

Job Responsibility:

  • Develop and maintain effective relationships with clients to facilitate smooth account management
  • Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion
  • Handle various client service tasks, including account transfers, asset movements, and responding to service requests
  • Stay updated on custodial operations, procedures, and industry standards
  • Coordinate onboarding activities for new clients to ensure a seamless transition
  • Schedule and prepare advisors for meetings with clients and prospects
  • Address client inquiries, resolve service issues, and escalate concerns when needed
  • Prepare and distribute performance reports to clients in a timely manner
  • Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records

Requirements:

  • Exceptional client service skills with the ability to build strong relationships
  • Highly effective organizational and time management abilities
  • Strong attention to detail and the ability to prioritize tasks under pressure
  • Excellent written and verbal communication skills
  • Positive attitude and a detail-oriented approach
  • Previous experience in the financial services industry is preferred
  • Proficiency in Microsoft Office applications, including Outlook, Word, and Excel
  • An undergraduate degree is advantageous but not required
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
January 25, 2026

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