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Robert Half International Client Services Associate in ARLINGTON, Virginia


Client Services Associate Financial Services Washington, D.C.

$55k, plus bonus, great benefits, 401 (k)

My client is a well-established Financial Services Company located in the Washington, D.C. area with a need for Client Services Associate to join their experienced team. The Client Services Associate will be involved in servicing of clients, supporting operations of Insurance and Projection Department, including acting as a liaison to Underwriters and Advisors. The Client Services Associate will be responsible for the following duties:

-Providing excellent customer service to clients both internally and externally

-Managing the flow of insurance applications, adhering to compliance

-Servicing of Client Accounts including opening and closing accounts

-Processing IRA withdrawals, processing appropriate paperwork

-Ensure compliance paperwork with all transaction

-Answering client questions regarding statements and Accounts

-Act as a liaison between Financial Advisors and clients

All interested candidates in the Client Services Associate role and other full time opportunities across the Washington, D.C. area please send your resume to or call 202.626.0280.



BS/BA degree

2+ years’ experience in Administrative support

Financial Services/Insurance/Banking experience is highly preferred

Life & Health Insurance license is highly preferred

Proficient in MS Office

Ability to successful pass credit check

Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

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Salary: $50,000.00 - $60,000.00 / Yearly


Date Posted: November 16, 2020

Employment Type: Full-time

Job Reference: 04510-0011621900

Staffing Area: Full-Time Accounting u0026 Finance