Responsibilities:

Process client service requests by reviewing instructions, initiating account-related transactions, and ensuring disbursements are recorded accurately in internal systems.
Coordinate advisor calendars by arranging client appointments, reserving meeting times carefully, and preventing scheduling conflicts.
Prepare and route paperwork for account updates such as new account setup and beneficiary changes, making sure documents are completed and submitted to the appropriate teams.
Track each request from initiation through completion, following up on outstanding items and resolving issues that may delay processing.
Maintain thorough and organized notes so client interactions, requests, and next steps are clearly documented.
Communicate with clients and internal departments to confirm details, provide updates, and support timely completion of service needs.
Handle inbound calls and respond to routine inquiries with professionalism while directing more complex matters to the appropriate advisor or team member.
At least 1 year of experience in sales support, client service, administrative coordination, or a related position.\n
Working knowledge of CRM tools and the ability to keep client records accurate and up to date.\n
Experience with data processing and handling detailed transactional or account-related information.\n
Strong calendar management skills with the ability to organize meetings and manage follow-up tasks efficiently.\n
Comfortable answering inbound calls and communicating clearly with clients and internal stakeholders.\n
Familiarity with cash activity processing or other financial transaction support is preferred.\n
Excellent attention to detail, strong organizational habits, and the ability to follow established procedures consistently.

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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 \"Apply Now,\" you're agreeing to Robert Half's Terms of Use and Privacy Notice. Create a Job Alert\nEmail me about new Sales Assistant jobs in Morristown, NJ\nRelated Jobs\nSearch more jobs\nBrowse Jobs\nContract Talent\nPermanent Talent\nConsulting Solutions\nFinance & Accounting\nTechnology\nMarketing & Creative\nLegal\nAdministrative & Customer Support\nDiscover Insights\nInvoice\nJob Directory\nSalary Guide\nTime Reports\nCreate a Job Alert\nContact Us\nAbout Robert Half\nLeadership\nCareers With Us\nLocations\nInvestor Center\nPress\nSupplier Relations\nFraud Alert\nGovernment Notice\nPrivacy Notice\nTerms of Use\nRobert Half Inc.\nAn Equal Opportunity Employer\nM/F/Disability/Veterans. 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