Job Information
Robert Half Senior Client Associate in El Segundo, California
Description
We are seeking a self-motivated and dynamic Senior Client Associate to join our team in a multi-faceted service and support role. The successful candidate will be responsible for providing exceptional service and support to our partners, senior Client Service Associates, and other colleagues, ensuring the seamless execution of critical client service functions.
Responsibilities:
Conduct client onboarding, maintenance, and support preferred custodians.
Interact with clients and colleagues to handle money movement, transaction research, trading, documentation requests, and reporting requests.
Collaborate with team members to develop and maintain efficient workflows while delivering an elevated level of client service.
Assist with firmwide operational functions and regulatory compliance projects as needed.
Requirements
5-7 years of recent experience as a client associate or similar role at a wealth management, broker-dealer, banking, or investment banking firm.
Strong problem-solving and critical thinking skills.
Self-paced, disciplined, and able to thrive in both unstructured and structured environments.
Ability to multitask, pivot, and re-prioritize projects and tasks quickly.
An undergraduate degree in business, finance, accounting, or economics.
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.
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