Robert Half
Description Are you an organized, people-focused professional who thrives in a fast-paced, client-driven environment? A reputable financial services firm in Carlsbad is seeking a sharp and motivated Client Services Associate for an immediate, ASAP opportunity. This role is ideal for someone with a strong foundation in customer service who wants to grow within the financial industry. You'll work directly with clients and advisors, ensuring that every interaction reflects accuracy, professionalism, and care. The ideal candidate is someone who enjoys being the steady hand behind the details-someone who anticipates needs before they're spoken and supports the team in delivering an exceptional client experience. Key Responsibilities
- Serve as the first point of contact for clients, addressing inquiries, scheduling meetings, and managing communications.
- Prepare client documentation, reports, and forms for account openings, transfers, and transactions.
- Maintain client records in CRM and ensure all compliance and confidentiality protocols are followed.
- Collaborate closely with advisors and operations staff to support financial planning and investment processes.
- Assist in preparing materials for client reviews and financial presentations.
- Proactively follow up on pending items and keep clients informed throughout each stage of their requests.
- Participate in team meetings and help identify opportunities to improve workflow and client satisfaction.
- Minimum 2 years of customer service or administrative experience, ideally in financial services, banking, or professional services.
- Strong interpersonal and communication skills, with the ability to interact confidently with clients.
- Proficiency with Microsoft Office Suite; familiarity with CRM software a plus.
- High attention to detail and a proactive, solutions-oriented approach.
- Ability to multitask effectively in a fast-moving, team-oriented environment.