We are looking for a Client Services Representative to join our team in Palm Beach Gardens, Florida. In this role, you will play a pivotal part in building strong relationships with clients while managing account administration and ensuring efficient operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional service in a dynamic environment. Responsibilities:• Maintain relationships with clients and team members, ensuring effective collaboration and positive outcomes.• Serve as a knowledgeable resource in client account administration, introducing innovative processes to enhance experiences.• Open new accounts and coordinate account transfers from various custodians.• Process and monitor account contributions and distributions with accuracy and attention to detail.• Master the organization’s tools, systems, and capabilities to optimize client services.• Maintain organized records of client interactions and account information.• Identify potential challenges, opportunities, or improvements during client interactions.• Act as a key liaison between clients, custodians, and internal team members to ensure seamless communication.• Manage office supplies, vendor relationships, and coordinate logistics for client events.• Assist with special projects and perform additional tasks to support team success.

• Proven experience in private banking, investment accounts, or boutique financial services. • Strong customer acquisition and communication skills, with a focus on enhancing client experiences. • Proficiency in using CRM systems to manage client relationships effectively. • Familiarity with administrative tasks and office management. • Ability to anticipate and address client needs proactively. • Excellent organizational skills and attention to detail. • Demonstrated ability to collaborate with diverse teams and stakeholders. • Prior experience coordinating events or managing vendor relationships is a plus.

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

Palm Beach Gardens, FL
onsite
Permanent
65000.00 - 75000.00 USD / Yearly
We are looking for a Client Services Representative to join our team in Palm Beach Gardens, Florida. In this role, you will play a pivotal part in building strong relationships with clients while managing account administration and ensuring efficient operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional service in a dynamic environment. Responsibilities:• Maintain relationships with clients and team members, ensuring effective collaboration and positive outcomes.• Serve as a knowledgeable resource in client account administration, introducing innovative processes to enhance experiences.• Open new accounts and coordinate account transfers from various custodians.• Process and monitor account contributions and distributions with accuracy and attention to detail.• Master the organization’s tools, systems, and capabilities to optimize client services.• Maintain organized records of client interactions and account information.• Identify potential challenges, opportunities, or improvements during client interactions.• Act as a key liaison between clients, custodians, and internal team members to ensure seamless communication.• Manage office supplies, vendor relationships, and coordinate logistics for client events.• Assist with special projects and perform additional tasks to support team success.
2025-09-02T14:18:44Z