Robert Half Corporation Jobs

Job Information

Client Service Representative in Vacaville, California


Business Management

  • Work with home office to ensure accurate account setup and resolve issues

  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

  • Maintain files and records in accordance with the records retention policy

  • Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)


Client Care

  • Maintain client management system

  • Write notes or letters to clients of administrative nature

  • Attend and participate in client meetings if necessary

  • Conduct transactions on behalf of clients

  • Promptly address client questions and concerns

  • Facilitate the processing of applications and other business documents by ensuring they are promptly transmitted to clients, following up to ensure receipt, and making sure that clients' questions about paperwork are answered in a timely fashion.

  • Requirements

Key Traits of a Successful Client Service Specialist

  • Direct attention to detail and organization

  • Effective communication with clients and other advisors/staff

  • Effective and efficient time management

  • Polite and clear phone manner

  • Ability to multi-task

  • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial Services, LLC

  • Ability to support and provide guidance for compliance within the advisor’s practice

  • Positive attitude and sincere willingness to constantly learn and grow

  • 5+ years of similar experience preferred

  • Education: High school degree or higher

­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.

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