Sales Assistant

Description We are looking for a detail-oriented Sales Assistant to join our team in Madison, New Jersey. In this Contract to permanent position, you will play a vital role in supporting sales advisors and ensuring smooth client interactions. This opportunity is ideal for someone who thrives in a structured environment and enjoys managing processes with precision.

Responsibilities:

• Process client service requests efficiently, such as handling account transactions and ensuring accurate record-keeping.
• Coordinate and schedule client meetings, managing calendars to prevent conflicts and handling follow-up communications.
• Prepare and process documentation for new accounts, beneficiary changes, and other client requests, ensuring all instructions are followed accurately.
• Monitor and resolve any issues related to submitted forms and ensure all required actions are completed promptly.
• Maintain detailed and organized notes on all client interactions and service activities.
• Utilize CRM systems to track client data and manage service workflows.
• Handle inbound client calls professionally, addressing inquiries and providing timely solutions.
• Process cash activity requests, ensuring compliance with established procedures.
• Collaborate with internal departments to ensure seamless communication and resolution of client needs. Requirements
• At least 1 year of experience in a similar role, preferably in a client-focused environment.
• Strong proficiency in CRM systems and data processing.
• Excellent organizational and time management skills to handle multiple tasks effectively.
• Ability to communicate clearly and professionally, both verbally and in writing.
• Experience managing calendars and scheduling meetings without conflicts.
• Familiarity with handling cash activity and related financial processes.
• Attention to detail and a commitment to maintaining accurate records.
• Problem-solving skills to address and resolve client issues efficiently.

TalentMatch® 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) .