Description We are inviting applications for the role of a Client Services Administrator based in Philadelphia, Pennsylvania. This role lies within the financial services industry and involves working with a wealth management team. The successful candidate will be responsible for providing top-tier client service, executing administrative tasks, managing schedules, and collaborating with the team to ensure client satisfaction.

Responsibilities:

• Respond promptly and effectively to client requests and concerns, ensuring exceptional service delivery.

• Execute various administrative tasks such as data entry and document preparation.

• Efficiently use Microsoft Excel for creating and updating reports, managing data, and conducting analytics.

• Work collaboratively with the team to ensure our clients’ needs are met and identify potential opportunities for additional services.

• Maintain a high level of professionalism in all client interactions, including face-to-face meetings, phone calls, and electronic communications.

• Participate in team meetings and projects aimed at improving service delivery and client satisfaction.

• Adhere to company policies and procedures, familiarize yourself with industry regulations, and stay updated on the latest trends.

• Liaise with other team members and departments to resolve client inquiries or issues.

• Monitor client accounts and take appropriate action based on account status.

• Utilize your administrative experience and knowledge of boutique investment to enhance service delivery. Requirements • Minimum of 2 years of experience in a similar role or in the field of Client Services Administration

• Proficiency in Microsoft Excel is required

• Prior administrative experience is essential

• Knowledge of Financial Services is necessary

• Experience in a Boutique Investment setting is a plus

• Must possess excellent communication and interpersonal skills

• Strong organizational and time management abilities

• Ability to work independently and also collaboratively in a team

• Demonstrable problem-solving skills

• High level of attention to detail and accuracy

• Ability to manage multiple tasks and deadlines efficiently

• Professional and ethical conduct in handling confidential information.

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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