Client Services Representative

Description Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support. Responsibilities: u2022 Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. u2022 Process wire transfers securely and in accordance with regulatory requirements. u2022 Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. u2022 Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. u2022 Build and maintain strong client relationships through proactive and personalized communication. u2022 Guide new clients through the onboarding process to ensure a seamless and welcoming experience. u2022 Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. u2022 Partner with financial advisors to ensure client activities align with their financial strategies and goals. u2022 Maintain accurate and current client records within Salesforce. u2022 Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn. Requirements u2022 Proven experience in client services, preferably within the financial sector. u2022 Strong communication and interpersonal skills for building and maintaining client relationships. u2022 Familiarity with financial processes such as wire transfers, rollovers, and account updates. u2022 Proficiency in Salesforce or similar CRM systems for record management. u2022 Exceptional attention to detail and organizational skills to handle multiple tasks efficiently. u2022 Ability to work collaboratively with team members and financial advisors. u2022 Knowledge of confidentiality and security protocols for handling sensitive client information. u2022 Adept at using Microsoft Office Suite and preparing client-facing materials. 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. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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: 2025-12-04