Description We are looking for a Client Services Representative to support daily office operations and deliver attentive service to clients in Wisconsin. This position blends front-desk coordination, administrative support, and account-related assistance in a detail-focused financial services environment. The ideal candidate is organized, detail-focused, and comfortable managing both client-facing interactions and behind-the-scenes documentation with accuracy and care.

Responsibilities:

• Welcome clients and guests warmly while creating a welcoming and detail-focused front-office experience.
• Manage inbound and outbound mail by receiving, organizing, and distributing items in a timely manner.
• Track office supply levels, replenish inventory, and coordinate orders to keep the workplace running efficiently.
• Digitize records, organize documentation, and maintain accurate physical and electronic filing systems.
• Update and maintain client information within the CRM system to support reliable recordkeeping and communication.
• Proofread letters, forms, and other written materials to ensure accuracy and readability.
• Support special assignments and provide general administrative assistance across the office as business needs arise.
• Prepare and submit documentation for both new and existing accounts and coordinate follow-up activities as needed.
• Assist with client account servicing by working with external partners, handling check processing, monitoring fund movements, and assembling meeting materials for upcoming client appointments. Requirements
• Experience in administrative support, client service, or office coordination roles.
• Strong written and verbal communication skills, including the ability to interact professionally with clients and colleagues.
• Excellent attention to detail when handling documentation, financial forms, and data entry.
• Proficiency with office systems and databases, including maintaining accurate client records.
• Ability to manage multiple priorities, stay organized, and complete tasks with minimal supervision.
• Comfortable handling inbound calls, client inquiries, and general office responsibilities in a fast-paced setting.
• Experience supporting client relations, account administration, or financial service operations is preferred.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .