Robert Half Corporation Jobs

Job Information

Robert Half Client Services Representative in Mclean, Virginia


We are currently assisting a private wealth management firm located in McLean, Virginia to find a Financial Planning Associate to join their team. This Financial Planning Associate will be responsible for supporting the financial planner of the firm with back-end operations, provide high level contact with clients and enhance the relationship by maintain communication, and assist with preparing financial planning analysis for clients. The ideal candidate for the Financial Planning Associate position will have 3+ years of experience in client services for a wealth management firm, obtain strong written and verbal communication skills, and an Associates/Bachelor’s degree.

Responsibilities of the Financial Planning Associate:

  • Manage calls and emails that are inbound/outbound from clients

  • Maintain client documents and files

  • Assist with financial planning analysis for clients

  • Serve as the main point of contact between financial planner and book of clients

  • Provide a high level of customer service to clients and custodians

  • Maintain a working knowledge of the industry, trends, and products


Requirements of the Financial Planning Associate

  • 3+ years of experience in client services for a wealth management firm

  • Obtain strong written and verbal communication skills

  • Associates/Bachelor’s degree – required

If you are interested in this direct – hire position, please apply directly.

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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. 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. Visit for more information.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use ( .