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Client Service Associate

Robert Half Finance & Accounting Chicago Full-Time
DOE
Apply Now
Ref ID: 01300-0011060161

Classification: Associate

Compensation: DOE

To apply for this Client Service Associate position, email your resume to John Sadofsky (Email blocked - click to apply). In the subject line, type "Client Service Associate."

ESSENTIAL DUTIES:
• Manage client needs in all aspects of service including brokerage options, alternative assets, transfers, money movement, problem resolution and processing issues
• Act as a liaison between a Financial Advisor, clients and custodians to process client requests and resolve issues
• Assist clients with rollover paperwork from outside retirement accounts such as a 401(k), 403(b), etc.
• Facilitate new account funding by initiating ACAT and non-ACAT transfers
• 5+ years of relevant work experience
• Bachelor’s degree preferred, but not required
• Financial services industry/brokerage back-office experience preferred
• Experience with Pershing and related software (NetX360) preferred
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• Ability work independently and establish priorities

To apply for this Client Service Associate position, email your resume to John Sadofsky (john.sadofsky@roberthalf.com). In the subject line, type "Client Service Associate."

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Skills required

Customer Service
Organize Appointments
Setting Up Files
Administration
Problem Solving
Communications

Location

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$53K
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Client Service Associate
DOE
Estimated Salary: $44K
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Job ID: 01300-0011060161

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We have a lot in common: You want to find meaningful work and be rewarded for it, and we want to help you do it. We believe that when you find the role that matches your skills and priorities, you'll thrive.

Robert Half Finance & Accounting pioneered financial recruitment in 1948. Since then, we've continued to lead the industry in placing experienced professionals like you in accounting, finance, credit and collections, bookkeeping, payroll and taxation roles. Our process begins with one-to-one personal service from industry specialists who get to know who you are and what you're looking for. Then we apply our deep expertise, robust resources and leading-edge technology to connect you with an assignment where you can make meaningful contributions and be valued for them.

At Robert Half Finance & Accounting, we're dedicated to finding the fit that makes people happier and companies better. Join us.

About Us
Robert Half Finance & Accounting is a division of Robert Half, the world's largest specialized staffing firm. For almost seven decades, we've helped candidates and companies find the right fit. That passion has paid off: Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998. We love what we do-and we want you to love it too.

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