<p>Are you looking to advance your career in wealth management and investment services? We are seeking a Client Services Associate to support investment operations, client relationships, account administration, and advisor activities within a growing financial services team.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Serve as a primary point of contact for clients, delivering exceptional service and support</li><li>Coordinate client meetings, reviews, and advisor schedules</li><li>Prepare account documentation, portfolio reviews, and performance reports</li><li>Support account onboarding, maintenance, transfers, distributions, and beneficiary updates</li><li>Monitor pending business and coordinate with custodians, vendors, and internal partners</li><li>Assist with compliance reviews, audits, and regulatory requirements</li><li>Support investment and insurance transactions when appropriately licensed</li></ul><p><br></p>

<p><strong><u>Qualifications:</u></strong></p><ul><li>3+ years of experience in wealth management, investment services, brokerage operations, or related banking experience</li><li>Knowledge of investment products, retirement planning, and client service best practices</li><li>SIE certification and FINRA licenses (Series 7/66 or 65/63) are a plus</li></ul>

<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 Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>