Client Services Associate

at Robert Half in CHICAGO, Illinois, United States

Job Description

Description

Summary of Essential Duties

The Client Service Associate supports firm operations, including client service, business administration, operations and marketing efforts. The Client Service Associate supports the client experience through direct client interaction and “behind the scenes” coordination with other team members to deliver premium client service. This person works closely with the team to develop, implement and track the elements of the Total Client Experience. The position requires strong written and verbal communication skills, a can-do attitude, enthusiasm and a strong aptitude for learning. The ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential. Organization skills and attention to detail are critical. This person must be able to accurately follow instructions to ensure a high-quality outcome across the position responsibilities. Additionally, Client Service Associate is responsible for the completion of the essential duties and responsibilities outlined below:

A successful Client Service Associate will:

- Ensure smooth day-to-day operations and increase operational efficiency of the firm

- Support high client satisfaction rates through excellent customer service, prompt follow-up to client issues and proactive problem solving

- Ensure that paperwork is processed accurately to decrease errors that require further client communication

- Leverage time and create capacity for Senior Advisors

General Administrative

- Update processes / procedures related to the Client Service Associate position

- Assist in updating department processes or processes for direct reports

- Complete back-up duties as assigned

- Support general administrative needs as necessary

Client Services

- Act as the primary contact for client service questions, issues and problem resolution, escalating items to as necessary

- Work seamlessly with Broker Dealer and RIA to handle client service requests, escalating issues when appropriate and making suggestions for improvement to their systems and process

- Participate in client meetings as needed

- Conduct paperwork signing appointments

- Send requested documentation to clients and CPAs (as appropriate) regarding account activity

- Provide new users / clients technology assistance and training, as needed

Knowledge, Skills & Attributes

Required Qualifications

+ Minimum of five (5) years financial services industry experience

+ Minimum of two (2) years in a client service / operations role

+ Strong problem resolution skills

+ Detail-oriented with a high degree of accuracy

+ Exceptional organizational skills; ability to multi-task and follow up with and meet deadlines

+ Highly competent computer skills, advanced knowledge of Microsoft Office Suite

+ Exceptional oral, written and interpersonal communication skills

+ Impeccable ability to maintain confidentiality and integrity

+ Positive attitude, personal organization and the ability to handle a heavy workload

+ Professional appearance and demeanor

+ Energetic, eager to learn and willing to cooperate

Preferred Qualifications

+ Bachelor’s degree or related experience

+ Experience with eMoney, Albridge Reporting, Morningstar Workstation, and Microsoft Excel

+ Preferably FINRA Registered, SIE, Series 7, 66

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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app (https://www.roberthalf.com/mobile) and get 1-tap apply, instant notifications for AI-matched jobs, and 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 roberthalf.gobenefits.net for more information.

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