Client Services Specialist

Robert Half • Charlotte, NC • 6d ago

Description

We are seeking a Client Service Specialist to provide comprehensive support to Financial Advisors in delivering exceptional financial planning and investment services. This role is integral to ensuring a seamless client experience-from meeting preparation and account monitoring to handling client inquiries and special projects.

If you have a passion for client service, strong organizational skills, and an interest in financial planning, this position offers an exciting opportunity for growth. Accounting or tax experience is a significant plus, as the role includes a focus on Enhanced Tax Planning within the financial planning process.

Requirements

Key Responsibilities

Financial Planning & Product Solutions

Prepare preliminary financial planning materials and meeting documentation using proprietary tools.

Create and process paperwork for new accounts, product applications, account maintenance, and related client services.

Monitor account asset allocations, trading activity, maturing securities, client suitability, and fiduciary account review processes as directed by the Advisor.

Client Service & Management

Deliver an exceptional client experience with a strong emphasis on professionalism and responsiveness.

Maintain client profiles, document interactions, and manage scheduling using CRM tools.

Resolve client inquiries, process transactions, handle money movement, and perform routine account maintenance.

Assist with special projects and ad-hoc client needs.

PKey Traits for Success

Strong attention to detail and organizational skills with a high sense of accountability.

Ability to produce quality work, identify next steps, and follow through on multi-step tasks.

Knowledge of general office procedures and investment concepts.

Confident, polished, and articulate communicator with clear and professional communication skills.

Emotional resilience and professionalism in high-pressure situations.

Ability to travel to satellite office locations within the state of NH.

oEducation & Qualifications

College degree in business, finance, or accounting preferred; some college combined with relevant experience considered.

Previous industry or accounting experience and licensing preferred. If not:

Prior client service or administrative experience required.

Willingness to pursue licensing, certifications, and designations within the financial industry.

Note: If not already licensed, growth in the role will require obtaining federal and state licenses and registrations for securities, including Series 7, Series 66, and state life, accident, and health insurance licenses.

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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