Robert Half Finance & Accounting Client Services Representative in Hartford, Connecticut
Client Service Associate role with a growing wealth management firm in the Hartford area. The Client Service Associate will be responsible for supporting advisors, maintenance of detailed client notes and files, preparation of new account forms, insurance applications and service forms, execution and reconciliation of trades, preparation of PowerPoint presentations, Excel worksheets and Word documents as well as being the liaison with the Compliance team. The ideal Client Service Associate should have 3+ years of experience in the wealth management industry, strong attention to detail, ability to work quickly and efficiently and possess the willingness to obtain registrations (series 7 and 65 or 66). If you meet these requirements and would like to be considered for this position, please email your resume to Chelsea Halon at firstname.lastname@example.org If you are already registered with Robert Half, please contact your recruiter directly. All applications and inquiries are confidential.
Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in more than 340 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.
But don't take our word for it. Our company once again was named to FORTUNE® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.
Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit roberthalf.com/finance to apply for this job now or find out more about other job opportunities..
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
Equal Opportunity Employer M/F/Disability/Vet
Req ID: 00700-0008884333
Functional Role: Branch/Retail Banking
Postal Code: 06107-2449
Compensation: $45,000.00 to $65,000.00 per year
Requirements: MS Excel, MS Word, MS PowerPoint