Client Services Associate

Description We are looking for a Client Services Associate to join our team in Santa Barbara, California. This contract position offers an exciting opportunity to support our clients in the financial services industry by delivering exceptional service and assisting with portfolio-related activities. You will work closely with wealth advisors and investment professionals to ensure each client receives tailored solutions and a seamless experience. Responsibilities: u2022 Communicate with clients to understand their needs and provide accurate, timely information. u2022 Support the onboarding process for new clients, ensuring a smooth transition. u2022 Resolve client inquiries and concerns promptly to maintain high satisfaction levels. u2022 Process and verify account transactions, including deposits, withdrawals, and Required Minimum Distributions. u2022 Collaborate with internal teams to address client issues and improve service delivery. u2022 Stay informed about company products and services to provide comprehensive assistance. u2022 Contribute to the development of strategies that enhance the client experience. u2022 Maintain and update client records, ensuring precision in data entry and documentation. u2022 Monitor client accounts and agreements to ensure compliance with policies. Requirements u2022 Bachelor's degree in business, communications, or a related field preferred. u2022 Previous experience in client services or a similar customer-facing role. u2022 Excellent communication and interpersonal abilities. u2022 Strong attention to detail and organizational skills. u2022 Ability to multitask and manage priorities in a fast-paced environment. u2022 Proficiency in Office applications and familiarity with financial systems. u2022 Problem-solving skills with a proactive approach to client satisfaction. u2022 Knowledge of the financial services industry and market trends is an advantage. Robert Half is the worldu2019s 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 ( 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-11-10