Client Service Specialist

Description

Client Service Specialist

If you enjoy helping clients, staying organized, and being a trusted problem‑solver, this role is a great fit. As a Client Service Specialist, you'll support client accounts, keep processes running smoothly, and help deliver an excellent client experience every day.

What You'll Do

+ Manage client account updates and maintenance (beneficiary changes, address updates, etc.).

+ Assist with new account onboarding and accurate data entry.

+ Prepare materials for client meetings and maintain organized records.

+ Open accounts, resolve discrepancies, and ensure accuracy throughout the process.

+ Process transfers, wires, and other sensitive transactions with care.

+ Monitor account activity, research issues, and follow up to ensure resolution.

+ Partner with custodians/vendors to troubleshoot and complete assigned tasks.

+ Help clients navigate online tools and support team training as needed.

Who Thrives Here

Candidates who are detail‑oriented, people‑focused, and comfortable working with financial information excel in this role.

Backgrounds in banking, mortgage, or accounting are strongly encouraged to apply. Growth opportunity available!

Requirements - Associate or bachelor's degree preferred, or equivalent relevant experience.

- Minimum of 1-3 years of experience in client services or financial services operations.

- Familiarity with custodial platforms and systems such as Fidelity Investments, Advyzon, Ring Central, and Microsoft Office 365 is a plus.

- Strong attention to detail with excellent organizational and critical thinking skills.

- Exceptional verbal and written communication abilities.

- Proficiency in Windows, Excel, Outlook, and Word.

- Ability to adapt to changing priorities, manage competing demands, and work independently on sensitive tasks.

- Demonstrated ability to maintain confidentiality and dependability while working effectively within a team.

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ()  and get 1-tap apply, notifications of AI-matched jobs, and much more.

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  for more information.

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