We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations. Responsibilities:• Develop and maintain effective relationships with clients to facilitate smooth account management.• Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion.• Handle various client service tasks, including account transfers, asset movements, and responding to service requests.• Stay updated on custodial operations, procedures, and industry standards.• Coordinate onboarding activities for new clients to ensure a seamless transition.• Schedule and prepare advisors for meetings with clients and prospects.• Address client inquiries, resolve service issues, and escalate concerns when needed.• Prepare and distribute performance reports to clients in a timely manner.• Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records.

• Exceptional client service skills with the ability to build strong relationships. • Highly effective organizational and time management abilities. • Strong attention to detail and the ability to prioritize tasks under pressure. • Excellent written and verbal communication skills. • Positive attitude and a detail-oriented approach. • Previous experience in the financial services industry is preferred. • Proficiency in Microsoft Office applications, including Outlook, Word, and Excel. • An undergraduate degree is advantageous but not required.

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. 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. 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. © 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>.

Minneapolis, MN
onsite
Permanent
60000.00 - 80000.00 USD / Yearly
We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations. Responsibilities:• Develop and maintain effective relationships with clients to facilitate smooth account management.• Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion.• Handle various client service tasks, including account transfers, asset movements, and responding to service requests.• Stay updated on custodial operations, procedures, and industry standards.• Coordinate onboarding activities for new clients to ensure a seamless transition.• Schedule and prepare advisors for meetings with clients and prospects.• Address client inquiries, resolve service issues, and escalate concerns when needed.• Prepare and distribute performance reports to clients in a timely manner.• Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records.
2026-01-21T20:29:23Z