?? Client Services Associate

Robert Half • Carlsbad, CA • 23h ago

Description

Are you an organized, people-focused professional who thrives in a fast-paced, client-driven environment? A reputable financial services firm in Carlsbad is seeking a sharp and motivated Client Services Associate for an immediate, ASAP opportunity. This role is ideal for someone with a strong foundation in customer service who wants to grow within the financial industry. You'll work directly with clients and advisors, ensuring that every interaction reflects accuracy, professionalism, and care. The ideal candidate is someone who enjoys being the steady hand behind the details-someone who anticipates needs before they're spoken and supports the team in delivering an exceptional client experience.

Key Responsibilities

Serve as the first point of contact for clients, addressing inquiries, scheduling meetings, and managing communications.

Prepare client documentation, reports, and forms for account openings, transfers, and transactions.

Maintain client records in CRM and ensure all compliance and confidentiality protocols are followed.

Collaborate closely with advisors and operations staff to support financial planning and investment processes.

Assist in preparing materials for client reviews and financial presentations.

Proactively follow up on pending items and keep clients informed throughout each stage of their requests.

Participate in team meetings and help identify opportunities to improve workflow and client satisfaction.

Requirements

Minimum 2 years of customer service or administrative experience, ideally in financial services, banking, or professional services.

Strong interpersonal and communication skills, with the ability to interact confidently with clients.

Proficiency with Microsoft Office Suite; familiarity with CRM software a plus.

High attention to detail and a proactive, solutions-oriented approach.

Ability to multitask effectively in a fast-moving, team-oriented environment.

TalentMatch®

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 (https://www.roberthalf.com/us/en/mobile-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 roberthalf.gobenefits.net for more information.

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