Robert Half Corporation Jobs

Job Information

Robert Half Client Service Associate in Wilmington, Delaware


Stable client within the finance industry is looking to staff a tech savvy Client Service Associate who can assist with supporting marketing and business development goals. This role consists of providing excellent customer engagement by communicating pricing, quotes and order status to client, vendors and potential clients, entering data into the company’s ERP system, processing purchase orders, and monitoring inventory. The ideal Client Service Associate will also develop business plans to assist in goal setting, present product knowledge to prospective clients, negotiate agreements, and resolve all client inquiries.

How you will make an impact

· Provide financial planning assistance

· Assist with administrative support

· Review and research financial data

· Provide client/vendor support

· Generate email correspondence

· Document Management

· Resolve transaction discrepancies


The ideal Client Service Associate will have a Bachelors degree in Accounting/Finance/Business Administration.

Other requirements for the Client Service Associate role include and are not limited to:

· 1+ years customer support/account management experience

· MUST be proficient in MS Excel

· Investment/Wealth Management industry experience strongly preferred

· Excellent multi-tasking abilities

For more information on this Client Service Associate role and other full time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0012937076.

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 ( 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 for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:/// .