Description Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm in (San Mateo, CA) is seeking to add a Client Service Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Job Description: The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Skills: · Strong organizational skills · Excellent communication; written and verbal · Attention to detail and accuracy · Proactive management style and consistent follow-through Responsibilities: This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include: · Receive incoming client service calls in a friendly manner · Complete each service request and resolve client issues · Complete and process all applications for business submitted by Advisor · Prepare client review summary for upcoming appointments · Maintain professional communication with clients and staff · Assist with client updates, reports, and mailings · Assist in setting client appointments · Assist in event planning Requirements Minimum Requirements: · Bachelor’s degree preferred · Financial Industry experience required · 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred · Experience with MS Office Suite and the ability to learn new software quickly · CRM experience Hours: · Monday – Friday: 8:00 am – 5:00 pm · Some seminar attendance 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) .