Description

We are seeking a highly organized and professional Client Service Associate to provide direct support to the Director of Trust Administration. This role is ideal for a candidate with a strong background in customer service within the banking or financial industry and excellent administrative skills. The position will be responsible for providing superior client service, ensuring seamless administrative operations, and supporting non-investment trust services.

Responsibilities:

• Deliver exceptional customer service while interacting with clients, internal teams, and external partners.

• Maintain a professional image in all communications and interactions.

• Provide administrative support to the Director of Trust Administration and other professionals, ensuring smooth daily operations.

• Assist with non-investment trust services, account analysis, conduct research to satisfy client requests, and coordinate related administrative tasks.

• Prepare and edit documents, reports, and presentations using Excel and PowerPoint.

• Manage schedules, coordinate meetings, create Zoom meetings, and handle confidential correspondence.

• Assist the office and maintain records of clients’ tax payments, track and document the confirmation of payments, and save the records in each client file.

• Coordinate renewal of homeowners insurance and track life insurance premium payments.

• Perform other administrative duties as needed to support the department’s objectives.

  Requirements

Qualifications:

• Minimum 3 years of customer service experience in banking or a financial services environment is required.

• An Associate or Bachelor’s Degree is preferred for this position.

• Strong proficiency in Microsoft Suite (Excel, PowerPoint, Word, Outlook).

• Attention to detail is of the utmost importance.

• Excellent communication and organizational skills.

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 (https://www.roberthalf.com/us/en/mobile-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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .