Robert Half Finance & Accounting Client Services Representative in MINNEAPOLIS, Minnesota
Our client, a Twin Cities Registered Investment Advisor, is looking for a Client Service Associate to join their team. In this role, you will gather and analyze client data, help prepare financial plans and meet other client and financial advisor needs. The ideal candidate has 2+ years of financial services experience, is detail oriented with excellent communications skills and a strong aptitude for customer service. Experience with TD Ameritrade and/or Charles Schwab a plus. If interested in this position, please e-mail your resume to firstname.lastname@example.org.
Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in more than 340 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.
But don't take our word for it. Our company once again was named to FORTUNE® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.
Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit roberthalf.com/finance to apply for this job now or find out more about other job opportunities..
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
Equal Opportunity Employer M/F/Disability/Vet
Req ID: 02310-0008949338
Functional Role: Branch/Retail Banking
Postal Code: 55414
Compensation: $40,000.00 to $50,000.00 per year
Requirements: Documentation, Database Management