Client Service Associate

DescriptionA small yet very successful Wealth Management Company located in Beverly Hills is looking for a Client Service Associate. Main job duties will be to maintain existing client relationships through the processing of client requests, resolving client inquiries, and make sure key client information and documentation is up to date. Additional duties will be to prepare financial materials to support team members, correspond directly with clients via phone and email, onboard new client accounts, schedule client meetings, and pull data from various sources for reports. As the Client Service Associate, you will be responsible for enhancing the client experience by providing exceptional administrative and operational support. OfficeTeam is looking for a candidate who has prior experience in the wealth management and financial space. Excellent written and verbal communication skills are required. This is an in-office position that will start immediately!If you are interested in this position, please send your resume to kayla.mcmahon@officeteam.comRequirements-Wealth management experienceExperience supporting financial advisors

Outstanding customer service skills

OfficeTeam, a Robert Half Company, matches professionals in the administrative field with remote or on-site jobs on a temporary and temporary-to-full-time basis. Whether you're a seasoned administrative pro or starting your career, we have options for you.Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.When you work with us, you’re working with the best. has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.Questions? Call your local office at 1.888.490.4154. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.© 2020 OfficeTeam. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).Salary: $20.00 - $30.00 / HourlyLocation: Beverly Hills, CADate Posted: January 16, 2021Employment Type: TemporaryJob Reference: 00320-9502822123Staffing Area: Office u0026 Administrative