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Client Services Representative

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Francisco

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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:

Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.

Job Responsibility:

  • Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies
  • Process wire transfers securely and in accordance with regulatory requirements
  • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions
  • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services
  • Build and maintain strong client relationships through proactive and personalized communication
  • Guide new clients through the onboarding process to ensure a seamless and welcoming experience
  • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries
  • Partner with financial advisors to ensure client activities align with their financial strategies and goals
  • Maintain accurate and current client records within Salesforce
  • Follow up on pending client requests to ensure timely and complete resolutions

Requirements:

  • Proven experience in client services, preferably within the financial sector
  • Strong communication and interpersonal skills for building and maintaining client relationships
  • Familiarity with financial processes such as wire transfers, rollovers, and account updates
  • Proficiency in Salesforce or similar CRM systems for record management
  • Exceptional attention to detail and organizational skills to handle multiple tasks efficiently
  • Ability to work collaboratively with team members and financial advisors
  • Knowledge of confidentiality and security protocols for handling sensitive client information
  • Adept at using Microsoft Office Suite and preparing client-facing materials
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 03, 2026

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