What are the responsibilities and job description for the Client Service Associate position at Robert Half?
We are looking for a Client Service Associate to join our team in Grand Rapids, Michigan. This is a long-term contract position offering an excellent opportunity to work closely with financial advisors while providing exceptional operational support. The ideal candidate will have a strong background in financial services, excellent attention to detail, and a commitment to delivering outstanding customer service.
Responsibilities:
• Collaborate with financial advisors to process transactions, including distributions, contributions, wire transfers, and journal requests.
• Confirm wire information with end clients to ensure accuracy and security.
• Input data from paperwork into designated systems for seamless processing.
• Respond to advisor inquiries regarding transaction statuses and provide timely updates.
• Assist with cross-training activities during the busy year-end period to support distribution payments.
• Utilize Microsoft Office tools, including Excel, to complete operational tasks efficiently.
• Work onsite for the initial month, transitioning to a hybrid schedule thereafter.
• Maintain a detail-oriented and organized approach in a dynamic office environment.
• Participate in training sessions led by the Operations Team and Director of Operations.
• Handle sensitive financial information while adhering to industry regulations and standards.• Previous experience in a financial office setting or assisting financial advisors is highly preferred.
• Strong customer service skills with a focus on delivering accurate and timely support.
• Proficiency in Microsoft Office applications, particularly Excel.
• Ability to manage multiple tasks with attention to detail and strict adherence to deadlines.
• Familiarity with financial operations, including consumer banking and lending, is a plus.
• Excellent communication skills to interact effectively with advisors and clients.
• Capability to learn industry-specific systems, such as DocuPay, through provided training.
• All candidates are required to undergo a credit check prior to starting.
Responsibilities:
• Collaborate with financial advisors to process transactions, including distributions, contributions, wire transfers, and journal requests.
• Confirm wire information with end clients to ensure accuracy and security.
• Input data from paperwork into designated systems for seamless processing.
• Respond to advisor inquiries regarding transaction statuses and provide timely updates.
• Assist with cross-training activities during the busy year-end period to support distribution payments.
• Utilize Microsoft Office tools, including Excel, to complete operational tasks efficiently.
• Work onsite for the initial month, transitioning to a hybrid schedule thereafter.
• Maintain a detail-oriented and organized approach in a dynamic office environment.
• Participate in training sessions led by the Operations Team and Director of Operations.
• Handle sensitive financial information while adhering to industry regulations and standards.• Previous experience in a financial office setting or assisting financial advisors is highly preferred.
• Strong customer service skills with a focus on delivering accurate and timely support.
• Proficiency in Microsoft Office applications, particularly Excel.
• Ability to manage multiple tasks with attention to detail and strict adherence to deadlines.
• Familiarity with financial operations, including consumer banking and lending, is a plus.
• Excellent communication skills to interact effectively with advisors and clients.
• Capability to learn industry-specific systems, such as DocuPay, through provided training.
• All candidates are required to undergo a credit check prior to starting.
Salary : $16 - $18
