Description
Job Summary

Robert Half is partnering with a well-established wealth management firm seeking a polished and proactive Senior Client Services Representative to join their growing team. This individual will serve as a key point of contact for high-net-worth clients, providing exceptional service and operational support to financial advisors while ensuring a seamless client experience.


The ideal candidate is detail-oriented, client-focused, and experienced in handling complex administrative and account servicing responsibilities within a financial services environment.


Key Responsibilities

+ Serve as the primary contact for client inquiries, account maintenance requests, and service-related matters

+ Support financial advisors with day-to-day operations, scheduling, reporting, and client communications

+ Prepare and process new account paperwork, transfers, distributions, and account updates accurately and e...