Job Description
Job Description
Robert Half has a brand new direct-hire opportunity for a Client Services Associate for a financial services firm based on Columbia, MD. This role will support a great team with some of the best in the industry. Candidates with prior experience in financial services with strong customer service experience are encouraged to apply! If interested, or if you have questions, please contact Cody Marshall at Robert Half to learn more.
Description
- Provide support to financial advisors
- Maintain relationships with new and existing accounts
- Coordinate meetings internally and externally
- Perform related research as necessary to ensure team is set up for success
- Maintain client database system
- Handle administrative support work for team
- Special projects as assigned by leadership
- 1+ years Financial services industry experience highly preferred
- Strong attention to detail and customer service abilities
- Industry licensing highly preferred, but not required (must be willing to obtain)
- Highly organized
- Strong communication abilities