Description The salary range for this position is $85,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m You know what’s awesome? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your holiday season. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: + Client onboarding, including preparation of new account paperwork and client information-gathering + Account maintenance, including any account registration and account profile changes + Asset movement processing, including journals, wire transfers and EFTs + Assist with quarterly billing and performance reporting + Client issue resolution + Gathering tax information for clients and assisting with tax reporting + Relationship management, including regular client contact + General administrative functions, including but not limited to: + Maintaining information in the Client Relationship Management System + Exception report review + Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc. + Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries + Trade execution and trade error resolution, as may be applicable and required Requirements Requirements: + Bachelor’s degree + Minimum of 4+ years relevant experience + FINRA Series 7 and 66 licenses strongly preferred + Familiarity with estates preferred + Highly motivated self-starter with a strong work ethic and positive “can-do” attitude + Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.) + Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m 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) .