Client Services Associate

Join a fast-growing, innovative financial firm that’s redefining how investors access sophisticated strategies through exchange-traded products. Our client is looking for a Client Services Associate to play a key role in expanding their long-term ETF platform. This is a dynamic opportunity for an early-career professional who’s eager to blend analytical skills, client engagement, and creative problem-solving in a high-growth, entrepreneurial environment.

Responsibilities of this position will include:

· Maintain and segment CRM data to enhance advisor engagement and inform sales strategy.

· Build dashboards and reporting tools that track performance and support data-driven decision making.

· Develop streamlined processes for updating content and documentation to ensure consistency and efficiency.

· Conduct competitor and market research to help shape positioning and messaging.

· Manage inbound client inquiries and provide timely, thoughtful responses.

· Assist with logistics, scheduling, and follow-up for webinars, meetings, and conferences.

For immediate consideration please email Alex.Muzaurieta@roberthalf.

· 1+ years of experience in financial services, asset management, wealth management, or fintech.

· Strong analytical and organizational skills, with proficiency in Excel and CRM tools (HubSpot, Salesforce, etc.).

· Exceptional attention to detail and the ability to manage multiple projects in a fast-paced environment.

· Excellent written and verbal communication skills.

· A proactive, self-starting mindset with a desire to grow and make an impact.