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Client Services Representative
Job
Robert Half
Escondido, CA (In Person)
Full-Time
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Job Description
Build Meaningful Client Relationships with a Company That Values Exceptional ServiceA growing financial services organization is seeking a Client Service Representative to provide high-touch support to clients while assisting advisors and internal teams with daily operations. This position is ideal for someone who enjoys building relationships, managing multiple priorities, and delivering an outstanding client experience.
The successful candidate will serve as a key point of contact and help ensure every client interaction is handled with professionalism and care.
ResponsibilitiesClient RelationsWelcome clients and provide exceptional customer service by phone, email, and in personCoordinate appointments and maintain advisor calendarsAssist clients with account documentation and service requestsFollow up on outstanding items and ensure timely resolutionBuild strong, long-term client relationships through consistent communicationAdministrative SupportMaintain confidential client records and documentationPrepare reports, correspondence, and presentation materialsUpdate CRM and client databasesAssist with office operations and special projects
The successful candidate will serve as a key point of contact and help ensure every client interaction is handled with professionalism and care.
ResponsibilitiesClient RelationsWelcome clients and provide exceptional customer service by phone, email, and in personCoordinate appointments and maintain advisor calendarsAssist clients with account documentation and service requestsFollow up on outstanding items and ensure timely resolutionBuild strong, long-term client relationships through consistent communicationAdministrative SupportMaintain confidential client records and documentationPrepare reports, correspondence, and presentation materialsUpdate CRM and client databasesAssist with office operations and special projects