Customer Success Specialist

We are looking for a Customer Success Specialist to support advisors and clients within a wealth management environment remotely supporting a Reno, Nevada company. This contract-to-permanent opportunity is ideal for someone who combines strong client service instincts with operational accuracy and understands the standards required in financial advisory settings. The person in this role will help keep client interactions, account administration, and advisor support functions running smoothly while maintaining discretion.

This is not a general customer service position. Candidates must have prior experience working in a wealth management, financial advisory, or registered investment advisor (RIA) environment and must be located in the Pacific Time Zone.

Responsibilities:

• Coordinate client and advisor calendars, arranging meetings and ensuring timely follow-up on upcoming appointments.

• Maintain and update client profiles, account details, and related records across CRM and wealth management systems with a high degree of accuracy.

• Assist with account servicing activities, including processing administrative requests tied to money movement and other client-directed transactions.

• Prepare, review, and organize documentation needed for account maintenance, service requests, and ongoing client support.

• Provide administrative and operational assistance to financial advisors to help streamline day-to-day business activities.

• Track client inquiries and ongoing service needs, ensuring requests are addressed promptly and communications are documented clearly.

• Support portfolio administration tasks and other back-office functions connected to wealth management operations.

• Uphold strict confidentiality standards while delivering attentive, high-quality service to clients and internal stakeholders.

Qualifications:

• At least 1 year of experience in wealth management, financial advisory, or a registered investment advisory environment as a CSA - Customer Service Associate.

• Prior experience supporting Financial Advisors or similar professionals in a client-facing financial services setting.

• Working knowledge of investment account administration and wealth management operations.

• Ability to manage client communications, scheduling, and document handling with strong attention to detail.

• Experience using CRM or advisor support platforms such as ClientWorks, Wealthbox, or comparable systems.

• Strong organizational skills with the ability to balance multiple priorities in a fast-paced environment.

• Comfortable working with high-net-worth clients and handling sensitive information with discretion.

Compensation

About Us

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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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