Client Services Associate

We are looking for a Client Services Associate to join a Financial Services team in Santa Barbara, California on a Contract basis. In this role, you will support clients throughout their service experience by coordinating account activity, handling inquiries with care, and partnering with advisors to deliver responsive, high-quality assistance. This position is well suited to someone who communicates clearly, stays organized under changing priorities, and brings a strong client-first mindset to wealth management support.

Responsibilities:
• Respond to client questions and requests with accurate information, thoughtful follow-up, and a high standard of service.
• Support the new client setup process by gathering required information, preparing documentation, and helping ensure a smooth onboarding experience.
• Process and review account-related activity such as deposits, withdrawals, required minimum distributions, wire transfers, and other funds movement requests.
• Work closely with advisors and internal partners to resolve service matters efficiently and improve the overall client experience.
• Maintain accurate client records by updating documentation, entering data carefully, and confirming that files remain complete and current.
• Monitor accounts, agreements, and related paperwork to help ensure transactions and documentation align with applicable requirements.
• Build working knowledge of firm offerings and wealth management services in order to provide informed support to clients.
• Contribute ideas that strengthen service delivery, streamline client interactions, and support long-term relationship management.

Qualifications:

Compensation

$28.50-$33.00 Hourly

About Us

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 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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