Description We are looking for a highly motivated Client Services Associate to join our team in Wilmington, Delaware. In this Contract-to-permanent role, you will provide essential support to financial advisors and clients, ensuring smooth operations and exceptional service delivery. This position offers an opportunity to thrive in a fast-paced, detail-oriented environment while contributing to meaningful outcomes for both clients and the organization. Responsibilities: • Serve as the primary point of contact for client service inquiries, ensuring timely and accurate responses. • Manage and coordinate calendars for financial advisors, including scheduling client meetings and other appointments. • Prepare necessary documentation, reports, and proposals for client meetings, ensuring all materials are complete and accurate. • Process client paperwork, transactions, and follow-up tasks with precision and attention to detail. • Handle trades and money movement transactions while ensuring compliance with firm and regulatory standards. • Maintain thorough records of client interactions, transactions, and inquiries while identifying opportunities for process improvement. • Collaborate with financial advisors and the marketing team to support business development initiatives. • Stay updated on products, technology, and industry regulations, anticipating potential challenges and addressing them proactively. • Develop and implement efficient systems and processes to enhance team productivity and service quality. • Provide training and guidance to team members on financial planning tools and software to ensure consistent utilization. Requirements • Minimum of 3 years of experience in client services or a related field. • Proven ability to work independently and manage multiple priorities in a fast-paced environment. • Strong interpersonal and communication skills, both written and verbal. • Proficiency in Microsoft Word, Excel, and Outlook, with the ability to quickly learn other software tools. • Familiarity with financial planning software such as Naviplan, Money Guide Pro, eMoney, Morningstar, Tamarac, or similar platforms. • Detail-oriented with excellent organizational and time management skills. • Critical thinking and problem-solving abilities, with a proactive approach to identifying and resolving issues. • Series 7 and 66 registrations are a plus, but not required. 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) .