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Robert Half Client Services Associate in Boston, Massachusetts


Our client is a Wealth Management firm, and they are looking to bring onboard a Client Services Associate to their Boston office. This is a hybrid role.

Responsibilities include client onboarding activities, collaborating with advisors to expand their client base. Daily client engagement through phone calls and emails will keep you connected to the financial pulse.

Contribute to client reports and account maintenance, ensuring a seamless flow of communication and accurate billing processes. This role will allow you to put into practice your analytical and problem-solving skills, managing a myriad of tasks in a fast-paced environment.


Ideal candidate will bring a four-year finance degree and 1-5 years of experience. Must have excellent written/verbal skills and proficiency in Microsoft Excel, Word, and PowerPoint. Knowledge of Salesforce is a plus. Possessing multitasking skills and a keen eye for detail is crucial.

If you’d like immediate consideration, please email your most updated resume to Thatiane Abrantes. Thank you!

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 for more information.

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