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Senior Client Services Representative

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Robert Half

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Location:
United States , La Jolla

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Robert Half is partnering with a well-established wealth management firm seeking a polished and proactive Senior Client Services Representative to join their growing team. This individual will serve as a key point of contact for high-net-worth clients, providing exceptional service and operational support to financial advisors while ensuring a seamless client experience. The ideal candidate is detail-oriented, client-focused, and experienced in handling complex administrative and account servicing responsibilities within a financial services environment.

Job Responsibility:

  • Serve as the primary contact for client inquiries, account maintenance requests, and service-related matters
  • Support financial advisors with day-to-day operations, scheduling, reporting, and client communications
  • Prepare and process new account paperwork, transfers, distributions, and account updates accurately and efficiently
  • Coordinate client meetings, prepare presentation materials, and assist with follow-up communications
  • Maintain accurate client records and ensure compliance with industry regulations and internal policies
  • Monitor account activity and proactively identify service issues or operational discrepancies
  • Build and maintain strong relationships with clients by delivering a high level of professionalism and responsiveness
  • Assist with special projects, operational initiatives, and process improvements as needed
  • Collaborate cross-functionally with custodians, internal departments, and external partners to resolve issues promptly

Requirements:

  • 5+ years of client services or administrative experience within wealth management, financial advisory, banking, or investment services
  • Strong understanding of financial accounts, investment operations, and client service best practices
  • Experience supporting high-net-worth clients preferred
  • Proficiency in Microsoft Office Suite and CRM/client management systems
  • Experience with custodial platforms such as Schwab, Fidelity, Pershing, or similar is highly preferred
  • Exceptional communication, organizational, and multitasking skills
  • Ability to manage sensitive and confidential information with discretion

Nice to have:

  • Experience supporting high-net-worth clients
  • Experience with custodial platforms such as Schwab, Fidelity, Pershing, or similar
What we offer:
  • Medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Access to top jobs
  • Competitive compensation
  • Free online training

Additional Information:

Job Posted:
May 20, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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