Description We are offering an opportunity for a Client Services Assistant to join our team in San Diego, CA. This role is primarily involved in the sales and brokerage industry, with a focus on providing administrative and marketing support. The Client Services Assistant will be responsible for handling various tasks, including answering client inquiries, maintaining client records, and creating marketing materials. Responsibilities: • Provide administrative support to the team by managing schedules and appointments • Handle and process client requests efficiently, ensuring client satisfaction • Maintain accurate and up-to-date client records • Create and distribute marketing materials using Microsoft PowerPoint and other relevant software • Conduct research and compile data for reports and analysis • Handle inbound and outbound client calls, responding to inquiries and complaints in a timely manner • Adhere to company policies and regulations while performing tasks • Ensure brand awareness and consistency in all communication and marketing materials • Conduct basic financial analysis as required • Manage and maintain a database of client information, maintaining confidentiality at all times. Requirements • Exceptional communication skills, both verbal and written • Proven sales ability and understanding of marketing strategies • Able to handle documentation accurately and efficiently • Knowledge of various office procedures and ability to follow them • Experience in scheduling appointments and managing calendars • Strong research skills and ability to compile data • Familiarity with database management • Proficiency in handling inbound and outbound calls • Understanding of time management and prioritization • Competency in using internet for various tasks • Ability to manage correspondence effectively • Capacity to perform ad hoc financial tasks • Experience in creating brand awareness • Proficiency in Microsoft PowerPoint and other Microsoft Office Suites • Ability to maintain confidentiality of sensitive information • Understanding of financial analysis procedures • Knowledge of SAN - Storage Area Network • Experience in handling complaints and resolving issues • Familiarity with law and regulation in relation to the role • Understanding of company policies and procedures • Ability to distribute faxes efficiently • Knowledge of file system management TalentMatch® 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) .