Location
La Jolla, CA, United States
Posted
June 03, 2026
Job Description
Description
Job Summary
Robert Half is partnering with a well-established wealth management firm seeking a polished and proactive Senior Client Services Representative to join their growing team. This individual will serve as a key point of contact for high-net-worth clients, providing exceptional service and operational support to financial advisors while ensuring a seamless client experience.
The ideal candidate is detail-oriented, client-focused, and experienced in handling complex administrative and account servicing responsibilities within a financial services environment.
Key Responsibilities
+ Serve as the primary contact for client inquiries, account maintenance requests, and service-related matters
+ Support financial advisors with day-to-day operations, scheduling, reporting, and client communications
+ Prepare and process new account paperwork, transfers, distributions, and account updates accurately and e...
Job Summary
Robert Half is partnering with a well-established wealth management firm seeking a polished and proactive Senior Client Services Representative to join their growing team. This individual will serve as a key point of contact for high-net-worth clients, providing exceptional service and operational support to financial advisors while ensuring a seamless client experience.
The ideal candidate is detail-oriented, client-focused, and experienced in handling complex administrative and account servicing responsibilities within a financial services environment.
Key Responsibilities
+ Serve as the primary contact for client inquiries, account maintenance requests, and service-related matters
+ Support financial advisors with day-to-day operations, scheduling, reporting, and client communications
+ Prepare and process new account paperwork, transfers, distributions, and account updates accurately and e...