Description Client Service Associate We are seeking a detail-oriented and client-focused professional to join our team as a Client Service Associate. This role supports both clients and internal teams by ensuring smooth account processes, delivering excellent service, and maintaining accurate records and documentation. Responsibilities: + Provide a high level of client support and ensure satisfaction + Respond to client questions and requests promptly + Assist clients in understanding account features, options, and available resources + Coordinate documentation for new and existing accounts + Research and gather client or industry-related information when needed + Contribute to internal and external communications, including newsletters and reports + Process service requests while ensuring compliance with required documentation + Prepare materials such as reports, spreadsheets, and presentations for client meetings + Keep databases and contact management systems up to date + Maintain current knowledge of company offerings and services + Organize and update client and company files and contracts + Draft correspondence, assist with mailings, and support other communications + Provide general administrative and clerical support as needed Benefits: + Health, Dental, and Vision 100% covered for employee + PTO + Parental Leave + Employer paid life and disability coverage + Retirement Simple IRA Plan with 3% company match Requirements Qualifications and Skills: + High School diploma required; additional education a plus + 3–5 years of experience in client service, operations, or administrative support + Familiarity with financial or regulated industries preferred + Proficiency in Microsoft Office Suite + Strong organizational skills with excellent attention to detail + Outstanding written and verbal communication abilities + Exceptional customer service orientation + Ability to manage multiple tasks, work independently, and collaborate within a team Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .