<p>We are looking for a Client Services Representative to join a team in Winter Park, Florida. This position offers a dynamic opportunity to support clients while utilizing your administrative and technical expertise in wealth management platforms. If you excel at providing exceptional client service and thrive in a fast-paced environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary point of contact for incoming client inquiries, ensuring exceptional service and support.</p><p>• Handle incoming calls professionally, addressing client needs and resolving issues efficiently.</p><p>• Utilize various wealth management software platforms such as RedTail, WealthScape, Envestnet, and eMoney to assist clients.</p><p>• Perform administrative tasks with proficiency in Microsoft Office applications.</p><p>• Collaborate with team members to ensure seamless client experiences.</p><p>• Maintain accurate records and documentation in compliance with organizational standards.</p><p>• Support clients in navigating financial tools and resources provided by the organization.</p><p>• Stay updated on industry trends and software updates to enhance service quality.</p><p>• Assist with tasks related to life and health agent licensing when applicable.</p>

• Proven experience in administrative support or client services roles.<br>• Familiarity with wealth management platforms such as RedTail Technology and eMoney.<br>• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.<br>• Strong communication skills and a client-focused approach.<br>• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.<br>• Life and health agent licensing (2-18) and A license are highly desirable.<br>• Detail-oriented mindset with excellent organizational skills.<br>• Commitment to maintaining confidentiality and professionalism.

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