What are the responsibilities and job description for the Client Relationship Specialist position at Robert Half?
The salary range for this position is $85,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m You know what’s awesome? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your holiday season. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Job Description:We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities:Client onboarding, including preparation of new account paperwork and client information-gatheringAccount maintenance, including any account registration and account profile changesAsset movement processing, including journals, wire transfers and EFTsAssist with quarterly billing and performance reportingClient issue resolutionGathering tax information for clients and assisting with tax reportingRelationship management, including regular client contactGeneral administrative functions, including but not limited to:Maintaining information in the Client Relationship Management SystemException report reviewPreparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiriesTrade execution and trade error resolution, as may be applicable and required
Salary : $85,000 - $95,000
