Description We are offering a short term contract employment opportunity for a Client Service Coordinator - Associate in the Investment Advisory industry, based in Columbia, MD. The role primarily involves administrative support and client service coordination duties, and requires individuals with a strong customer orientation and an interest in finance.

Responsibilities: • Offer administrative support to various departments, including answering phones, scheduling meetings and conferences, and sorting/distributing mail. • Handle client-facing interactions, both in person and over the phone, fostering strong client relationships. • Maintain attention to detail when managing financial record keeping tasks. • Show a proactive approach to learn about finance and apply knowledge in daily tasks. • Coordinate and lead special projects, demonstrating strong organizational skills. • Perform ad hoc financial tasks as required, showcasing a strong understanding of finance. • Maintain strong communication skills and utilize them in interactions with clients and team members. • Execute typing and filing tasks efficiently and accurately. • Show willingness and capability to work onsite. • Utilize Microsoft Office for various tasks and show familiarity with its functions. Requirements • Proficiency in answering inbound calls in a detail oriented manner

• Demonstrated ability in scheduling and coordinating meetings

• Solid understanding of finance and securities industry

• Strong phone presence and communication skills

• Experience in performing ad hoc financial tasks

• Proficiency in typing and filing tasks

• Capability to lead special projects and work onsite

• Track record of thorough record keeping

• Experience in coordinating and managing conference calls

• Ability to distribute incoming mail in a timely and organized manner

• Excellent organizational skills

• Prior administrative experience in an investment advisory or related industry.

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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