Portfolio Assistant

We are looking for a dedicated Portfolio Assistant to join our team in Columbus, Indiana. This is a contract-to-permanent position where you will play a key role in supporting client services and financial operations. The ideal candidate will bring strong organizational skills and a customer-focused mindset to ensure seamless communication and efficient processes.Responsibilities:• Provide exceptional support for client services by addressing inquiries and resolving issues in a timely manner.• Monitor call center operations and metrics to ensure performance standards are consistently met.• Collaborate with team members to maintain accurate data and documentation using tools such as AMSI and Microsoft Project Server.• Assist in the management of financial portfolios by tracking updates and preparing reports.• Ensure compliance with company policies and procedures while handling sensitive information.• Partner with internal departments to streamline communication and enhance service delivery.• Analyze call center metrics to identify trends and recommend improvements.• Play an active role in maintaining service quality and achieving customer satisfaction goals.• Support project management tasks and contribute to the successful execution of initiatives.• Proven experience in call center operations and customer service environments.• Familiarity with call center metrics and the ability to analyze performance data.• Proficiency in using AMSI and Microsoft Project Server for efficient task management.• Strong organizational skills with the ability to handle multiple priorities.• Excellent communication skills, both written and verbal, to interact effectively with clients and team members.• Attention to detail and a commitment to maintaining accuracy in all tasks.• Ability to work collaboratively in a fast-paced, team-oriented environment.• Previous experience in financial services or portfolio management is a plus.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 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 and Privacy Notice.