Client Services Admin

at  Robert Half

We are looking for a meticulous Client Services Associate to be based in Norfolk, Virginia. This role involves coordinating investment account activity, administering quarterly reports, and assisting in office organization. The successful candidate will also be responsible for coordinating office activities, working in conjunction with office administrators, and completing other assigned duties.

• Oversee investment account activity, including opening and closing brokerage accounts, transferring assets, and managing general account administration.
• Administer quarterly reports, which includes organizing, tracking, and mailing.
• Assist in the coordination and finalization of client meeting materials.
• Coordinate office activities such as maintaining the check log and preparing weekly reports.
• Work collaboratively with office administrators to ensure a high functioning office environment for staff and clients.
• Perform office organization tasks, such as filing, scanning of documents to the client directory, and electronic file creation.
• Utilize skills in Account Reconciliation, Billing, Data Entry, and Invoice Processing to ensure efficient workflow.
• Leverage Microsoft Excel for various tasks and report generation.
• Provide excellent customer service in resolving queries and issues.
• Perform other duties as assigned by the management.

Interested candidates please contact Tamara Young 757-981-0974

• Minimum of 1 year experience in an Accounting Clerk role or similar is required
• Proficiency in Account Reconciliation
• Experience in Billing and Invoice Processing
• Strong Data Entry skills are essential
• Proficiency in Microsoft Excel is required
• Experience in Filing and record keeping
• Excellent Customer Service skills are essential
• Must possess strong organizational skills and attention to detail
• Ability to work independently and as part of a team
• Excellent communication skills, both written and verbal
• High level of integrity and trustworthiness
• Ability to multitask and meet deadlines
• Bachelor’s degree in Accounting or related field is preferred.

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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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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