Robert Half Finance & Accounting Client Associate in WASHINGTON, District Of Columbia

My client is a Financial Services firm with an office in Downtown DC who is quickly searching for a (preferably) licensed Client Associate (7 + 66 or 7 + 63 + 65) to help support a $3 B team. This position will handle daily client interaction and be an integral part of the team from a sales/transaction and support perspective. The client offers great benefits, a brand name, great culture, and competitive bonus potential. Duties include, but are not limited to: - Handling daily interaction (via phone and in person) with current and prospective clients - Receive unsolicited orders from clients - Prepare letters, spreadsheets, and forms to assist with client servicing - Assisting Directors and Financial Advisors with marketing efforts - Open new accounts - Maintain client information - Oversee report creation utilizing portfolio software programs

Robert Half Finance & Accounting is the world's leader in specialized financial staffing. We provide exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in more than 340 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities.

But don't take our word for it. Our company once again was named to FORTUNE® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016), and 9 out of 10 of our clients and candidates would recommend our service to a colleague.

Contact your local Robert Half Finance & Accounting office at 844.539.2523 or visit to apply for this job now or find out more about other job opportunities..

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Req ID: 04510-0008882080

Functional Role: Accounting Clerk

Country: USA

State: DC


Postal Code: 20006-3912

Compensation: DOE

Requirements: Candidates for the Client Associate should meet some or all of the following requirements to receive consideration: - Ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment - Ability to work independently and as part of a team - High proficiency in Microsoft Office products - Strong general mathematical skills - Great interpersonal skills, including the ability to communicate effectively both orally and in writing - College degree preferred - Series 7 and 66 registration preferred Candidates for the Client Associate position should submit a Word version of their resume to Nick Warga, Division Director at Robert Half, at to receive consideration.