Client Service Associate

Job Description

Client Service Associate / Relationship Manager - wealth management firm

Direct-Hire / Permanent position

Robert Half contact: Drew.Schroll@RobertHalf com.

HYBRID ROLE - 3 days in-office, 2 from home

Robert Half has partnered with a wealth managent firm south of Hartford in the Wethersfield/Glastonbury area in their search of a Relationship Manager / Client Service Associate to join their team. Supporting two Advisors, this role will partner with 4 other Relationship Managers to provide great client support and communication.

Responsibilities:

• Build and maintain strong relationships with clients by providing exceptional service and addressing their inquiries promptly.

• Manage administrative tasks such as account updates, cashiering, and ensuring all client requests are completed accurately.

• Monitor and track client paperwork and account changes from initiation to completion, verifying accuracy throughout the process.

• Handle distribution, withdrawal, transfer, and investment requests in a timely and precise manner.

• Keep client files and organizational records updated and accurate to ensure seamless operations.

• Serve as a key support resource for advisors by preparing necessary materials and data for client meetings.

• Coordinate communications and follow-ups related to client needs and requests.

• Provide general administrative support to ensure the smooth functioning of the team.

• Assist in operational tasks that enhance efficiency and improve the client experience.

Along with a strong salary range, our client offers annual bonus potential, great healthcare plan options, 401k match, and paid time off as part of their offer package.

Client Service Associate / Relationship Manager - wealth management firm

Direct-Hire / Permanent position

Robert Half contact: Drew.Schroll@RobertHalf com.

HYBRID ROLE - 3 days in-office, 2 from home

• Proven experience in client relationship management or a related field.

• Proficiency in using Customer Relationship Management (CRM) systems.

• Strong administrative and organizational skills with attention to detail.

• Ability to handle multiple tasks and prioritize effectively in a fast-paced environment.

• Excellent communication and interpersonal skills to foster positive client interactions.

• Familiarity with financial services or benefits administration is a plus.

• Competency in managing operational processes such as transfers, withdrawals, and account updates.

Full-time

Hybrid remote