Robert Half

Compensation

Full Description

Client Service AssociateLocation: New York City or Remote (based on office availability)Industry: Financial Services / Wealth ManagementA nationally recognized, independent wealth management firm is seeking a detail-oriented and proactive Client Service Associate to join its client service team. This is a dynamic administrative role supporting financial advisors and contributing to a collaborative, client-first culture.About the FirmWith over 380 employees across 20+ offices nationwide, the firm is committed to a fiduciary model and holistic financial planning. Advisors serve as partners in helping clients achieve their goals through thoughtful, personalized strategies that connect all aspects of their financial lives.Position OverviewThe Client Service Associate plays a key role in supporting advisors and ensuring exceptional client service. This role requires strong organizational skills, attention to detail, and a proactive mindset. You’ll work closely with team members across multiple locations and contribute to a culture of transparency, collaboration, and accountability.Key ResponsibilitiesBuild and maintain strong relationships with clients and internal teamsFulfill client requests with accuracy and professionalismCompose client communications and assist with account paperworkMaintain accurate client records and update systemsSupport advisors in delivering outstanding serviceManage a paperless office and utilize electronic tools for documentationAssist with general administrative duties, including phone coverage and front desk supportPrepare conference rooms and greet clients for meetingsSystems & ToolsProficiency with CRM and document management systems (e.g., Salesforce, DocuSign, SharePoint)Strong skills in Microsoft Office SuiteFamiliarity with Zoom and Teams for internal communicationWhy Join This Team?Competitive salary and comprehensive benefitsPaid time off and holidays401(k) with employer matchHealth and wellness programsExclusive employee discount programsPeople-first culture focused on long-term relationships and professional growthExcited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!