Job Information
Robert Half Client Associate in Boston, Massachusetts
Description
We are in search of a meticulous and dedicated Client Associate to be a part of our team based in Alexandria, VA. In this role, you will be chiefly responsible for managing and processing customer account requests, maintaining client relationships, assisting with financial professional transition, and contributing to marketing strategies and initiatives. This role falls within the financial services industry and is an exciting opportunity for those with a knack for numbers and a passion for customer service.
Responsibilities:
• Directly communicate with clients to service their account requests or concerns via various mediums
• Assist with new account openings and maintain contact with new clients to verify account information and other necessary changes
• Collaborate with Marketing to assist with financial professional marketing strategies and initiatives
• Plan and arrange client meetings to discuss financial opportunities and client financial plans
• Document and execute money moves such as deposits, ACH, wires, withdrawals, rollovers, etc.
• Complete data entry for MoneyGuidePro plans and assist with Riskalyze questionnaire completion
• Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise
• Perform research for client portfolios, as assigned
• Contribute to Client Associate RingCentral chat to share knowledge with others
• Provide administrative support to assigned Financial Professional(s) and Branch Manager as needed
Requirements
• Proficient in data entry tasks, ensuring accuracy and efficiency
• Experience in invoice processing and maintaining financial records
• Proficiency in Microsoft Excel, including functions such as pivot tables, vlookup, and conditional formatting
• Excellent customer service skills, with the ability to handle inquiries and complaints in a professional manner
• Strong attention to detail and the ability to organize and prioritize tasks effectively
• Strong written and verbal communication skills
• Ability to handle sensitive and confidential information with discretion.
• Interest in obtaining SIE, Series 7, & 66 licenses
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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