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Client Services Representative

Robert Half Waltham, MA

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Our client in the Financial Services industry is seeking a Client Services Representative. The ideal candidate will have strong communications skills and high attention to detail. This is a fantastic opportunity at an established firm!

Responsibilities Include:

  • Administer communications, transactions, and requests for client accounts in a timely manner
  • Provide support to the Advisor team in all aspects of the day-to-day servicing of our client relationships
  • Interact with all members of the organization to develop workflow processes and improvements to better serve our clientele
  • Other tasks as assigned
  • Previous finance experience a plus
  • Strong customer service and communication skills
  • High attention to detail
  • Proficiency with Excel

Apply today! We are interviewing immediately!

Robert Half

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Waltham, MA



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