Client Associate

Robert Half is seeking a Client Associate to support our busy financial services client in South Jersey. This Client Associate position focuses on delivering responsive client service, handling account-related administrative work, and keeping records organized and accurate. The ideal candidate is detail-oriented, communicates clearly, and can balance multiple priorities while contributing to a positive client experience.

Responsibilities:

Provide daily administrative and service support to several lead advisors, helping them manage client needs efficiently.

Guide clients through account setup, asset transfers, fund movements, and profile changes with accuracy and care.

Complete and submit required forms and documentation in a timely manner while maintaining a high standard of precision.

Organize and update client files so records remain complete, current, and easy to access.

Work closely with internal teams to follow up on requests and keep client-related processes moving on schedule.

Deliver attentive service at each stage of the client relationship to promote a smooth and detail-oriented experience.