What are the responsibilities and job description for the Client Service Associate position at Robert Half?
Client Service Associate / Relationship Manager - wealth management firmDirect-Hire / Permanent position Robert Half contact: Drew.Schroll@RobertHalf com. HYBRID ROLE - 3 days in-office, 2 from homeRobert Half has partnered with a wealth managent firm south of Hartford in the Wethersfield/Glastonbury area in their search of a Relationship Manager / Client Service Associate to join their team. Supporting two Advisors, this role will partner with 4 other Relationship Managers to provide great client support and communication. Responsibilities:• Build and maintain strong relationships with clients by providing exceptional service and addressing their inquiries promptly.• Manage administrative tasks such as account updates, cashiering, and ensuring all client requests are completed accurately.• Monitor and track client paperwork and account changes from initiation to completion, verifying accuracy throughout the process.• Handle distribution, withdrawal, transfer, and investment requests in a timely and precise manner.• Keep client files and organizational records updated and accurate to ensure seamless operations.• Serve as a key support resource for advisors by preparing necessary materials and data for client meetings.• Coordinate communications and follow-ups related to client needs and requests.• Provide general administrative support to ensure the smooth functioning of the team.• Assist in operational tasks that enhance efficiency and improve the client experience.Along with a strong salary range, our client offers annual bonus potential, great healthcare plan options, 401k match, and paid time off as part of their offer package. For immediate consideration, please apply today and/or send your resume directly to Drew.Schroll@RobertHalf com. All inquiries will remain confidential.
Salary : $70,000 - $95,000
