Description We are looking for a dedicated and detail-oriented Client Service Specialist to join a Registered Investment Advisory firm in Alamo, California. In this contract-to-permanent position, you will play a pivotal role in managing client relationships and providing exceptional administrative support. This is an on-site role, M-F 8AM-5PM. Client Service Specialist Responsibilities: • Provide comprehensive support to maintain and strengthen client relationships, ensuring high levels of satisfaction. • Manage client communications, including responding to inquiries, processing account requests, and resolving operational issues. • Collaborate with the client service team to prepare for client meetings, including compiling reports and gathering relevant data. • Handle administrative tasks such as account opening and closing, cost basis research, and processing distributions. • Oversee service requests with custodians to ensure timely and accurate execution on behalf of clients. • Assist with client portfolio management by creating and updating portfolios in internal systems. • Contribute to quarterly client reporting by producing, reviewing, and delivering accurate reports. • Implement and refine client service procedures to enhance operational efficiency and meet reporting expectations. • Support compliance activities by assisting the Chief Compliance Officer with regulatory tasks. • Provide administrative assistance to the firm's President, including managing travel and other personal arrangements. If you are interested in this Client Service Specialist position, submit your resume today! Requirements • Proven experience in administrative or client service roles, preferably within the financial or investment sector. • Strong organizational skills with the ability to manage multiple tasks and priorities effectively. • Excellent verbal and written communication skills for client interactions and internal collaboration. • Proficiency in data entry and familiarity with portfolio management systems or similar software. • Ability to handle sensitive client information with discretion and professionalism. • Knowledge of account management processes, including account creation, re-registration, and cost basis research. • Experience with compliance-related tasks is a plus. • Detail-oriented mindset with a commitment to accuracy and high-quality work. TalentMatch® 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) .