Client Service Specialist

Robert Half • Appleton, WI • 1d ago

Description We are looking for a dedicated Client Service Specialist to provide exceptional support and build strong relationships with clients. In this role, you will handle account management tasks, ensure compliance standards are met, and contribute to delivering a seamless client experience. If you are detail-oriented and passionate about client services, this position offers an excellent opportunity to thrive in a collaborative environment.

Responsibilities:

Process and manage client forms, including updates to beneficiary information, address changes, and account maintenance.

Assist with onboarding new accounts by verifying identification, collecting necessary documentation, and ensuring accurate data entry.

Prepare materials for client meetings, coordinate schedules, and document interactions to maintain organized records.

Handle account openings, resolve discrepancies, and ensure all processes adhere to accuracy standards.

Process transactions such as account transfers, wire requests, and other sensitive financial movements with precision.

Monitor client account activities, research and resolve issues, and follow up to guarantee client needs are successfully addressed.

Troubleshoot issues with custodians or external vendors and act on alerts and assigned tasks to maintain smooth operations.

Support clients in accessing online portals and utilizing technology to enhance their experience.

Assist in training new team members and contribute to ongoing staff development.

Participate in firm-wide projects and initiatives to support organizational goals. 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, RingCentral, 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 (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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