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:

• Bachelor’s degree in business, communications, or a related field is preferred.
• Prior experience in client services, portfolio support, banking, wealth management, or another client-facing environment.
• Strong verbal and written communication skills with the ability to interact effectively with clients and colleagues.
• Excellent attention to detail and organizational skills, with the ability to manage multiple priorities effectively.
• Experience handling financial transactions such as wire transfers, funds transfers, or related account service activities.
• Proficiency with Microsoft Office and comfort learning firm systems and service platforms.
• Sound judgment, problem-solving ability, and a proactive approach to client satisfaction.
• Ability to work both independently and collaboratively in a fast-paced setting.

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.

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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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