<p>Robert Half Finance &amp; Accounting has partnered up with a global investment management firm in the search for a detail-oriented Client Services Associate to add to their team. This position combines client service support, account administration, and investment operations work to help ensure accurate, responsive service across a range of financial transactions and reporting needs. The ideal candidate brings strong organizational skills, sound knowledge of financial processes, and the ability to work effectively with relationship managers and internal partners in a fast-paced environment. In person collaboration in office is required - this is not a remote role! </p><p><br></p><p>Responsibilities:</p><p>• Coordinate day-to-day client service and operational support for wealth management accounts, ensuring requests are completed accurately and on schedule.</p><p>• Prepare and process investment-related documentation, cash movements, reconciliations, and other account administration tasks.</p><p>• Maintain client accounts by handling updates, monitoring operational activity, and supporting routine and ad hoc reporting needs.</p><p>• Partner closely with relationship management colleagues to deliver timely follow-through on client matters and service inquiries.</p><p>• Track service requests and administrative workflows with a high level of precision while meeting deadlines in a busy environment.</p><p>• Contribute to internal reporting and data oversight by compiling information, updating records, and monitoring key operational details.</p><p>• Use portfolio, custodial, and internal service platforms to manage daily processing and support account operations.</p><p>• Follow established compliance requirements, operational controls, and industry guidelines across all assigned activities.</p>

<p>• 3+ years of relevant industry experience within wealth management or asset management.</p><p>• Working knowledge of financial operations and data management.</p><p>• Demonstrated ability to manage multiple assignments simultaneously in a high-volume, deadline-sensitive setting.</p><p>• Strong attention to detail with effective organizational and follow-up skills.</p><p>• Ability to collaborate successfully with a small team while supporting shared service goals.</p><p>• Professional communication skills, both verbal &amp; written. </p><p><br></p><p>For immediate consideration, please apply directly to the attention of Megan Peterson or connect with me on LinkedIn! </p>

<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>