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Client Services Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Portage

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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 looking for a dedicated and experienced Client Services Associate to join our team in Portage, Michigan. In this role, you will play a pivotal part in supporting our Client Service Managers while delivering exceptional service to our clients. The ideal candidate will be highly organized, detail-oriented, and capable of working independently to ensure client satisfaction.

Job Responsibility:

  • Collaborate with the investment team to prepare portfolio recommendations and documentation for client meetings
  • Participate in client meetings and manage follow-up tasks to ensure seamless communication
  • Facilitate the onboarding process for new clients by collecting necessary information and completing required paperwork
  • Update and maintain client records in the organization's system, ensuring all data is accurate and current
  • Process client requests promptly and accurately, including beneficiary updates, address changes, account transfers, required minimum distributions (RMDs), and money movements
  • Execute trades based on recommendations provided by the investment team
  • Coordinate with custodians, fund companies, and other financial institutions to address transactions and resolve account-related issues
  • Input client information into financial planning software and assist in the analysis and preparation of presentations
  • Uphold strict confidentiality of client information and comply with all regulatory standards and guidelines

Requirements:

  • A minimum of 5 years of experience in the financial services industry
  • Bachelor's degree in finance, economics, business, or a related field is preferred
  • Proficiency in using financial systems and software, with the ability to learn new platforms quickly
  • Strong organizational skills and exceptional attention to detail
  • Excellent verbal and written communication abilities
  • Proven problem-solving skills with the capacity to work independently and collaboratively
  • Self-motivated and results-driven with a goal-oriented mindset
  • Demonstrated professionalism, discretion, and adherence to ethical standards
What we offer:
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
February 13, 2026

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