Client Associate

Description
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...