Client Service Representative

We are looking for a Client Service Representative to support client relationships and deliver a high standard of service for a long-term contract opportunity. In this role, you will serve as a key point of contact for client requests, coordinate with internal teams to resolve issues, and help ensure service commitments are met across multiple products. This position is well suited for someone who can manage competing priorities, communicate clearly, and work effectively in a hybrid environment.

Responsibilities:

• Serve as a primary contact for day-to-day client questions, providing timely updates, clear guidance, and appropriate follow-up on open items.

• Assess incoming requests, route complex matters to the right teams, and track escalations through resolution to maintain strong client support.

• Join scheduled client discussions when needed, offering service updates and helping address operational concerns or outstanding requests.

• Review client-related reporting and identify potential service risks, bringing concerns forward when issues could affect the client experience.

• Partner with internal departments and external providers to coordinate deliverables, resolve service issues, and keep priorities aligned.

• Use internal systems and technology platforms to document inquiries, research account details, and manage service activity efficiently.

• Help clients adopt available digital tools and automation features by explaining functionality and encouraging effective use of new solutions.

• Monitor required client records and supporting documentation, including tax forms, account details, and authorized signer information, and flag gaps that could create risk.

• Contribute to team initiatives, control reviews, and audit-related activities that strengthen service quality and operational compliance.

Qualifications:

• Bachelor’s degree in business, finance, accounting, or a related field, or equivalent relevant experience.
• 2–3 years of experience in financial services, client servicing, or a similar industry-facing support role.
• Strong verbal and written communication skills with the ability to interact effectively with clients and internal stakeholders.
• Demonstrated ability to prioritize multiple requests, solve problems efficiently, and deliver accurate work in a deadline-driven setting.
• Working knowledge of securities, fund accounting concepts, accounting standards, and relevant regulatory considerations.
• Analytical mindset with the ability to evaluate data, interpret reporting, and investigate service-related issues using numeric information.
• Proficiency with Microsoft Office applications and comfort learning new systems, workflow tools, and client service technologies.
• Ability to build productive relationships, manage documentation requirements, and support compliance-related processes such as account maintenance and client records review.

Compensation

$25.00-$26.00 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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