<p>Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment.</p><p><br></p><p>Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.</li><li>Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.</li><li>Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.</li><li>Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.</li><li>Assist with onboarding new retirement plan relationships and implementing changes for existing plans.</li><li>Prepare client meeting materials, reports, presentations, and investment review packages.</li><li>Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.</li><li>Maintain accurate notes and updates in CRM and other firm systems.</li><li>Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.</li><li>Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.</li><li>Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.</li><li>Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.</li></ul><p><br></p>

<ul><li>Bachelor’s degree preferred or equivalent professional experience.</li><li>2+ years of client service, administrative, or operations experience in wealth management, retirement plan services, investment advisory, or financial services.</li><li>Experience supporting retirement plans such as 401(k), 403(b), pension, or qualified plans preferred.</li><li>Excellent verbal and written communication skills.</li><li>Ability to manage multiple tasks and deadlines in a fast-paced environment.</li><li>Proficiency with Microsoft Office, including Excel, Word, and Outlook; CRM experience preferred.</li></ul>

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