We are looking for a Client Service Associate to join our team in Grand Rapids, Michigan. This is a long-term contract position offering an excellent opportunity to work closely with financial advisors while providing exceptional operational support. The ideal candidate will have a strong background in financial services, excellent attention to detail, and a commitment to delivering outstanding customer service.<br><br>Responsibilities:<br>• Collaborate with financial advisors to process transactions, including distributions, contributions, wire transfers, and journal requests.<br>• Confirm wire information with end clients to ensure accuracy and security.<br>• Input data from paperwork into designated systems for seamless processing.<br>• Respond to advisor inquiries regarding transaction statuses and provide timely updates.<br>• Assist with cross-training activities during the busy year-end period to support distribution payments.<br>• Utilize Microsoft Office tools, including Excel, to complete operational tasks efficiently.<br>• Work onsite for the initial month, transitioning to a hybrid schedule thereafter.<br>• Maintain a detail-oriented and organized approach in a dynamic office environment.<br>• Participate in training sessions led by the Operations Team and Director of Operations.<br>• Handle sensitive financial information while adhering to industry regulations and standards.

• Previous experience in a financial office setting or assisting financial advisors is highly preferred.<br>• Strong customer service skills with a focus on delivering accurate and timely support.<br>• Proficiency in Microsoft Office applications, particularly Excel.<br>• Ability to manage multiple tasks with attention to detail and strict adherence to deadlines.<br>• Familiarity with financial operations, including consumer banking and lending, is a plus.<br>• Excellent communication skills to interact effectively with advisors and clients.<br>• Capability to learn industry-specific systems, such as DocuPay, through provided training.<br>• All candidates are required to undergo a credit check prior to starting.

<h3 class="rh-display-3--rich-text">TalentMatch^®</h3> <p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>