Description

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

POSITION OVERVIEW

Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a client relationship, is dedicated to client service, and has the highest ethical and professional standards of excellence.

Specific job responsibilities

• Provide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings and/or periodic capital calls, custodian communication regarding tax document distributions, etc.

• Timely respond and resolve client requests/inquires.

• Develop working relationships with colleagues, custodians, and client intermediaries (accountants, business managers, attorneys, etc.) to ensure a high level of service.

• Monitor new accounts set-up, closing accounts, and transfers; troubleshoot issues with Custodians and keep all parties apprised of status through recurring updates.

• Meet regularly with Advisor Teams to prioritize workload, provide timely updates on client service tasks, and escalate potential issues.

• Add and maintain accurate client information in our CRM (Salentica).

• Maintain electronic records and files and update client information.

• Work with the CSA team to update and evolve training materials, which includes executing updates to OneNote Training Guide on an ongoing basis.

• Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience.

  Requirements

Preferred Skills & Experience

• Bachelor’s Degree with a minimum of 5+ years of client service experience within an RIA firm or 8+ years of relevant work experience.

• Familiarity with brokerage or registered investment advisory firm operations, preferably with prior RIA end-client exposure.

• Must be detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines.

• Knowledge of custodial platforms (NetX360, Schwab Advisor Center) preferred.

• Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies.

• Ability to prioritize multiple competing tasks and demands.

• Superb written and verbal communication skills.

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

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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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