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Registered Client Service Associate

Expired Job

Robert Half Finance & Accounting Menlo Park , CA 94025

Posted 3 months ago

For more information and consideration please call Matt Schmidt at or email Our client is one of the nation?s largest and most well-known financial planning firms. We are seeking a skilled Client Service Associate that will provide full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, vendors, and other operational employees, while adhering to regulatory standards.

The Client Service Associate will be responsible for executing investment buy and/or sell orders. Analyzing reports to determine appropriate action to be taken on behalf of client accounts. Researching client issues and prepare client documentation as well as maintain files. Additional responsibilities the Client Service Associate will have are including greeting clients in the office and general office management.

Requirements
2+ years of operational experience within the financial services industry. Bachelor?s Degree preferred. Series 7 66

Employment Type: Full-time



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Registered Client Service Associate

Expired Job

Robert Half Finance & Accounting