Client Service Associate, Robert Half

Client Service Associate

Robert Half

Location:

United States, Mechanicsburg

Category:

Banking

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

We are seeking a highly organized and professional Client Service Associate to provide direct support to the Director of Trust Administration. This role is ideal for a candidate with a strong background in customer service within the banking or financial industry and excellent administrative skills. The position will be responsible for providing superior client service, ensuring seamless administrative operations, and supporting non-investment trust services.

Job Responsibility:

Deliver exceptional customer service
Maintain a professional image
Provide administrative support
Assist with non-investment trust services
Prepare and edit documents
Manage schedules
Coordinate meetings
Handle confidential correspondence
Assist with client tax payments
Coordinate insurance renewals
Track life insurance premium payments

Requirements:

Minimum 3 years of customer service experience in banking or a financial services environment
Associate or Bachelor’s Degree preferred
Strong proficiency in Microsoft Suite (Excel, PowerPoint, Word, Outlook)
Attention to detail
Excellent communication and organizational skills

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in 401(k) plan
Free online training

Additional Information:

Job Posted:

March 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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