Client Services Associate

Robert Half Finance & Accounting has partnered up with a global investment management firm in the search for a detail-oriented Client Services Associate to add to their team. This position combines client service support, account administration, and investment operations work to help ensure accurate, responsive service across a range of financial transactions and reporting needs. The ideal candidate brings strong organizational skills, sound knowledge of financial processes, and the ability to work effectively with relationship managers and internal partners in a fast-paced environment. In person collaboration in office is required - this is not a remote role!

Responsibilities:

• Coordinate day-to-day client service and operational support for wealth management accounts, ensuring requests are completed accurately and on schedule.
• Prepare and process investment-related documentation, cash movements, reconciliations, and other account administration tasks.
• Maintain client accounts by handling updates, monitoring operational activity, and supporting routine and ad hoc reporting needs.
• Partner closely with relationship management colleagues to deliver timely follow-through on client matters and service inquiries.
• Track service requests and administrative workflows with a high level of precision while meeting deadlines in a busy environment.
• Contribute to internal reporting and data oversight by compiling information, updating records, and monitoring key operational details.
• Use portfolio, custodial, and internal service platforms to manage daily processing and support account operations.
• Follow established compliance requirements, operational controls, and industry guidelines across all assigned activities.