Client Services Representative, Robert Half

Client Services Representative

Robert Half

Location:

United States, San Ramon

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

Our client is a well-established fiduciary investment advisory firm dedicated to providing personalized retirement planning and investment management services. With a focus on long-term strategies, they tailor financial solutions to meet each client’s unique needs while maintaining a strong commitment to acting in their best interests. Over the years, the firm has built lasting relationships through a client-first approach and continues to grow its presence in the industry.

Job Responsibility:

Prepare reports, memos, and correspondence using Word and Excel
Track and manage client communications within the Client Relationship Management (CRM) system
Review and prioritize incoming emails, voicemails, and correspondence to ensure timely responses
Organize and maintain records, reports, and documents in the firm’s electronic document management system (Laserfiche)
Communicate directly with clients regarding account requests, document preparation, and information gathering
Coordinate with custodians to process account forms, transfers, deposits, and withdrawals
Ensure timely completion of client paperwork while adhering to deadlines and compliance requirements
Assist with client meeting preparation and follow-up
Maintain up-to-date client records and information within internal systems
Provide general administrative and operational support to the team and a Partner

Requirements:

Experience in client services, financial services, or administrative support
Strong communication and organizational skills with attention to detail
Proficiency in Microsoft Word, Excel, and CRM software
Experience using Fidelity or Schwab as a custodian
Ability to prioritize tasks, manage deadlines, and work effectively in a team environment

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 26, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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