<p><strong>Job Summary</strong></p><p>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.</p><p><br></p><p>The ideal candidate is detail-oriented, client-focused, and experienced in handling complex administrative and account servicing responsibilities within a financial services environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary contact for client inquiries, account maintenance requests, and service-related matters</li><li>Support financial advisors with day-to-day operations, scheduling, reporting, and client communications</li><li>Prepare and process new account paperwork, transfers, distributions, and account updates accurately and efficiently</li><li>Coordinate client meetings, prepare presentation materials, and assist with follow-up communications</li><li>Maintain accurate client records and ensure compliance with industry regulations and internal policies</li><li>Monitor account activity and proactively identify service issues or operational discrepancies</li><li>Build and maintain strong relationships with clients by delivering a high level of professionalism and responsiveness</li><li>Assist with special projects, operational initiatives, and process improvements as needed</li><li>Collaborate cross-functionally with custodians, internal departments, and external partners to resolve issues promptly</li></ul><p><br></p>

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

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