Client Service Associate

Client Services Associate

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!

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

Requirements

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

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