About the Client Services Associate Role at Robert Half

Join Robert Half's dynamic team in the heart of the Twin Cities as a Client Services Associate. This full-time position offers an exciting opportunity to support financial advisors by handling critical administrative, operational, and client-facing tasks. Located in Minneapolis, Minnesota, you'll play a pivotal role in ensuring seamless client experiences, from account onboarding to ongoing relationship management. At Robert Half, a leader in financial services staffing and consulting, we value precision, client focus, and teamwork. This role is perfect for detail-oriented professionals passionate about the finance industry who thrive in fast-paced environments. With a competitive salary around $60,000 and robust benefits, you'll contribute to client success while advancing your career in financial services.

As a Client Services Associate, you'll bridge the gap between financial advisors and clients, collaborating with custodians, third-party software providers, and internal teams. This position demands strong organizational skills, a client-centric mindset, and familiarity with CRM systems. Minneapolis, known for its vibrant business community and finance hub status, provides the ideal backdrop for this role. Robert Half fosters a supportive culture where your contributions directly impact client satisfaction and advisor productivity.

Key Responsibilities

Client Relationship and Account Management

Build and nurture strong client relationships to ensure smooth account management. You'll handle new account documentation, oversee openings, and follow up diligently for completion. Coordinate seamless onboarding for new clients, managing transitions with precision.

Operational and Service Tasks

Execute essential client service functions, including account transfers, asset movements, and prompt responses to service requests. Stay abreast of custodial operations, industry procedures, and standards to maintain compliance and efficiency.

Support for Advisors and Reporting

Schedule and prepare advisors for client and prospect meetings. Address inquiries, resolve issues, and escalate when necessary. Prepare and distribute timely performance reports using the firm's CRM system to document interactions and workflows accurately.

Required Qualifications

To excel as a Client Services Associate at Robert Half, candidates should possess:

• A bachelor's degree in Business, Finance, or a related field (preferred).
• At least 2 years of experience in client services, financial services, or administrative roles.
• Exceptional communication and interpersonal skills for frequent client interactions.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.
• Solid understanding of custodial operations and financial industry standards.
• Proven organizational skills with the ability to multitask in a high-volume environment.
• Strong problem-solving abilities and attention to detail.
• Discretion in handling confidential client information.

Prior experience in wealth management or advisory services is a plus. Robert Half provides training to help you succeed.

Why Join Us at Robert Half?

Robert Half offers more than just a job—it's a career launchpad in Minneapolis's thriving finance sector. Enjoy a competitive salary of approximately $60,000, performance bonuses, and a comprehensive benefits package including health insurance, 401(k) matching, paid time off, and professional development. Our Twin Cities office boasts a collaborative atmosphere, flexible scheduling, and opportunities for growth into senior roles. Be part of a company renowned for excellence in financial staffing, where your skills in client services, CRM management, and operational support make a real difference. Apply now to elevate your career with Robert Half in Minneapolis, MN!

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