Client Service Associate - Prominent Investment Firm

Description

Client Service Associate - Wealth Management

A rapidly growing investment advisory firm is seeking a Client Service Associate to join its high-performing team. This role offers hands-on experience in client relations, portfolio operations, and investment analysis, with access to cutting-edge tools like FactSet, Bloomberg, and Morningstar Direct. Ideal for professionals looking to deepen their expertise and grow within a collaborative, education-focused environment.

Key Responsibilities

• Deliver high-touch service to sophisticated clients
• Process account openings, transfers, trades, and other transactions
• Prepare performance reports and support client meetings
• Maintain accurate client documentation and ensure compliance
• Monitor client communications and portfolio needs
• Reconcile client accounts with custodial records

What's Offered

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect!

Requirements

Qualifications

Excited about this role? We'd love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - let's explore how this opportunity could be the right fit for your next career move.

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.

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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 roberthalf.gobenefits.net for more information.

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