About the Client Service Specialist Role at Robert Half

Join Robert Half's dynamic team as a Client Service Specialist in Oshkosh, Wisconsin, and play a pivotal role in delivering exceptional support to financial advisors. This contract position is perfect for detail-oriented professionals passionate about client service in the financial services industry. You'll be the backbone of smooth operations, ensuring financial advisors can focus on building client relationships while you handle the critical administrative and preparatory tasks. With a competitive rate of $22 per hour, this role offers immediate impact and professional growth opportunities through Robert Half's extensive network.

In this position, you'll thrive in a fast-paced environment where precision, organization, and client satisfaction are paramount. Oshkosh, WI, provides an ideal setting with its growing financial sector and supportive community. Whether you're preparing comprehensive client meeting materials or managing post-meeting follow-ups, your contributions will directly enhance client experiences and operational efficiency. Robert Half is renowned for connecting top talent with leading employers, making this an excellent stepping stone to long-term career success in finance and administration.

Key Responsibilities

As a Client Service Specialist, your day-to-day duties will keep you engaged and challenged:

• Deliver daily assistance to financial advisors by promptly addressing client inquiries and managing essential administrative tasks to ensure seamless operations.
• Organize and prepare detailed materials for client meetings, such as account summaries, financial reports, and customized presentations that highlight key investment insights.
• Execute timely completion of post-meeting follow-ups, including action item tracking and resolution to maintain high service standards.
• Accurately process account-related requests, including new applications, fund transfers, address changes, and maintenance updates, while adhering to compliance protocols.
• Monitor workflows diligently to uphold precision, identify bottlenecks, and ensure all deadlines are met without compromise.
• Maintain comprehensive client records in both digital databases and physical files, ensuring full compliance with organizational and regulatory standards.
• Leverage proprietary company software to meticulously document client interactions, track activities, and generate real-time updates for advisors.
• Create thorough, accurate reports, dynamic presentations, and advanced spreadsheets using tools like Excel to support data-driven decision-making.
• Support the development of client-facing materials, such as personalized planning documents, newsletters, and communications that foster trust and loyalty.

Required Qualifications for Success

To excel as a Client Service Specialist with Robert Half in Oshkosh, WI, candidates should possess:

• A high school diploma or equivalent, with an associate's or bachelor's degree in business administration, finance, or a related field highly preferred.
• At least 1-2 years of hands-on experience in client service, administrative roles, or financial services environments.
• Exceptional organizational skills, with proven ability to juggle multiple priorities and meet tight deadlines in a high-volume setting.
• Advanced proficiency in Microsoft Office Suite, particularly Excel for data analysis, Word for documentation, and PowerPoint for presentations, plus familiarity with financial CRM software.
• Superior communication skills, both written and verbal, enabling clear interactions with clients, advisors, and team members.
• Unwavering attention to detail and a strong commitment to accuracy in all tasks, especially those involving sensitive financial data.
• Demonstrated ability to maintain confidentiality and comply with industry regulations like FINRA and SEC standards.
• A proactive, customer-centric mindset with solid problem-solving skills to resolve issues efficiently.

Previous experience in financial services, wealth management, or advisory support is a significant advantage. Robert Half values candidates who are adaptable, tech-savvy, and eager to contribute to a collaborative team.

Why Join Robert Half in Oshkosh, WI?

Robert Half offers more than just a job; it's a gateway to career elevation. Enjoy competitive compensation at $22/hour (approximately $45,760 annually based on full-time hours), weekly pay, and the flexibility of a contract role with potential for extension or permanent placement. Benefit from our industry-leading training programs, mentorship from seasoned professionals, and access to exclusive job opportunities across the U.S.

Oshkosh, Wisconsin, combines a vibrant community with proximity to major cities like Milwaukee and Green Bay, offering an excellent work-life balance. Our benefits package includes professional development resources, a supportive culture, and the chance to work with top-tier financial firms. Stand out in the job market with Robert Half on your resume—apply today and elevate your career in client service excellence! This role is SEO-optimized for searches like 'Client Service Specialist jobs Oshkosh WI,' 'financial admin careers,' and 'Robert Half contract positions.'