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Robert Half Senior Associate – Client Service in Minneapolis, Minnesota


Exciting career-building opportunity at a rapidly growing firm located in Downtown Chicago!!

To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m


• Continuously improve client service standards

• Work closely with other Associates to design and implement improved processes and operational policies

• Collect data and documents for assigned clients

• Interpret client documents to answer client questions

• Participate in client calls and meetings

• Keep all aspects of CRM (Salesforce) up-to-date

• Create and maintain paper and online files for clients

• Coordinate special requests and client projects

• Work directly with client’s other preferred professionals to inquire about, resolve, or facilitate client requests

• Ensure service standards are being exceeded at all times when answering and responding to in-bound client requests

• Manage custodian relationships

• Learn and adapt to new software and technology, as rolled out by our innovation team

• Actively engage in available training and education programs



• A bachelor’s degree from an accredited college or university (required)

• Minimum of 7-10 years related experience being a high-achiever with a reputation for being a Rockstar that gets things done

• Certified Financial Planner® certification (preferred)

• Successful candidates will combine rigorous service acumen across many of the following areas, along with impressive depth in one or two:

o Financial Planning

o Insurance

o Tax Services

o Estate Planning

o Executive Compensation

o Cash Flow Management

o Accounting

• Experience in a client-service or professional service role

• Record of success in improving processes

• Excellent project management skills

• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwards

• Experience with a CRM database is appreciated (e.g., Salesforce)

• Emotional maturity, professional mindset, and the utmost discretion

• Strong communication skills, both written and verbal

• Proficiency in all areas of Microsoft Office and Apple iOS mobile; must be very tech savvy

• United States work authorization

• Criminal Background check is required

To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

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. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

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