<p>We are looking for a dedicated Customer Service Representative to join our client's team on a contract basis in Bristol, Connecticut. In this role, you will collaborate closely with regional sales managers and various departments to ensure customer satisfaction throughout the project lifecycle. Your ability to maintain attention to detail and build rapport will be essential in delivering exceptional service and exceeding expectations.</p><p><br></p><p>Responsibilities:</p><p>• Review contracts, quotes, purchase orders, and project documents to understand customer requirements and ensure accuracy.</p><p>• Maintain clear and detail-oriented communication with customers, fostering positive relationships.</p><p>• Coordinate with the technical team to address and fulfill specific technical needs.</p><p>• Schedule and facilitate project meetings to kick off complex assignments.</p><p>• Update and create quotes as needed to support the regional sales team.</p><p>• Collaborate with marketing, finance, and other departments to align efforts and meet project goals.</p><p>• Accurately enter order details into Salesforce and internal systems while maintaining comprehensive project documentation.</p><p>• Monitor backlogs and ensure customer ship dates remain accurate and up-to-date.</p><p>• Record and address customer complaints or claims, working with management to improve overall service quality.</p><p>• Identify packaging and shipping requirements, including special handling conditions.</p>
<p>We are looking for a dedicated Customer Service Representative to join our client's team in Hartford, Connecticut. As a key member of our branch, you will provide exceptional service to customers while managing transactions with accuracy and efficiency. This is a contract position, offering an opportunity to contribute to our mission of delivering superior service and promoting our products.</p><p><br></p><p>Responsibilities:</p><p>• Deliver outstanding customer service by addressing inquiries, resolving concerns, and processing transactions promptly and accurately.</p><p>• Handle money transfers, bill payments, and money order sales efficiently at the teller’s window.</p><p>• Perform daily teller closeout tasks, including balancing cash drawers and generating end-of-day reports.</p><p>• Ensure proper identification and documentation are collected for transactions exceeding specific thresholds.</p><p>• Maintain compliance with company policies and procedures while adhering to industry regulations.</p><p>• Accurately reconcile end-of-day reports with transaction records and submit for supervisory review.</p><p>• Scan and file customer identification and transaction documents securely and correctly.</p><p>• Promote company products and services by identifying customer needs and providing relevant referrals.</p><p>• Send thank-you cards to new customers and maintain logs for tracking.</p><p>• Execute additional duties as assigned to support branch operations and marketing efforts.</p>
We are looking for a motivated Member Services Representative to join our team in Amherst, Massachusetts. In this role, you will provide exceptional customer service in a fast-paced call center environment. This is a long-term contract position, ideal for individuals who excel at delivering solutions and creating positive experiences for customers.<br><br>Responsibilities:<br>• Respond promptly to customer inquiries via phone or email, ensuring a high level of satisfaction.<br>• Handle a high volume of calls efficiently in a fast-paced environment.<br>• Maintain accurate records of customer interactions and transactions.<br>• Utilize computer systems to access customer information and resolve issues effectively.<br>• Collaborate with team members to address complex customer concerns.<br>• Follow company policies and procedures to ensure consistent service delivery.<br>• Provide clear and concise information about products, services, and account details.<br>• Demonstrate strong problem-solving skills to resolve customer complaints.<br>• Assist with data entry tasks and administrative duties as needed.<br>• Stay updated on company offerings to provide accurate and timely support.
<p><strong><u>Account Services Specialist</u></strong> (Customer Service / Account Management)</p><p><em>Direct-Hire / Permanent position</em></p><p>Robert Half contact: <u>Drew.Schroll@RobertHalf com.</u></p><p><br></p><p>*Fully onsite role - 5 days per week in office, 8a-4p schedule*</p><p><br></p><p>The Account Services Specialist will help support the customers of the organization on any pertinent requests and enhance their overall experience. primarily focuses on the development and execution of sales plans, business development, member retention, and relationship building. The Account Services Manager will assist with obtaining feedback, helping prepare for trade shows, and ensuring the accuracy of our CRM.</p><p><br></p><p><strong>RESPONSIBILITIES:</strong></p><p>· Serve as the primary point of contact for inquiries via phone, email, and chat</p><p>· Resolve issues efficiently and professionally, ensuring high satisfaction</p><p>· Softly upsell other opportunities for engagement</p><p>· Maintain accurate records of interactions and transactions in CRM systems</p><p>· Collaborate with internal departments to address customer needs and follow up on outstanding issues.</p><p>· Receive and process incoming quote requests from customer</p><p>· Coordinate quote status information to the external sales team</p><p>· Log, track and follow up on outstanding quotes in accordance with the defined turnaround time</p><p>· Identify process improvements and contribute to the development of best practices</p><p>· Providing exceptional, timely customer service daily</p><p>· Supporting new customer onboarding and training</p><p>· Preparing data driven reports that support securing new members</p><p><br></p><p>Along with a great culture, growth potential, and leadership team to learn from, this position a competitive salary, annual company bonus potential, and great benefits.</p><p><br></p><p>For more information, please email your resume to <u>Drew.Schroll@RobertHalf com. </u></p><p><br></p>
We are looking for a motivated and detail-oriented individual to join our Sales Support team in West Hartford, Connecticut. In this contract role, you will play a critical part in assisting financial representatives with operational tasks and client-focused initiatives to ensure their success in meeting business objectives. This position requires strong organizational skills, excellent communication abilities, and a commitment to providing high-quality support within the financial services industry.<br><br>Responsibilities:<br>• Assist financial representatives with maintaining compliant client files and ensuring all correspondence is appropriately managed.<br>• Coordinate the preparation of sales materials, meeting kits, and pre-sale packages to support client interactions.<br>• Conduct regular one-on-one meetings with financial representatives to review progress and provide guidance.<br>• Oversee the underwriting process, including application submission, scheduling medical exams, and monitoring case statuses.<br>• Support investment account setup, funds disbursement, and account transfers while ensuring accuracy and compliance.<br>• Facilitate marketing activities, including the creation of detail-oriented profiles, business cards, and email signatures.<br>• Collaborate with teams to develop comprehensive financial plans tailored to client needs and life stages.<br>• Manage client communications and ensure timely responses to inquiries and service requests.<br>• Provide coaching and guidance to financial representatives to enhance productivity and time management.<br>• Participate in team meetings to share insights and improve office-wide processes.
<p>Overview: Join our team as a Collections Specialist and play an essential role in managing accounts receivable and ensuring timely collections of outstanding balances. With a minimum of two years’ experience in collections, you will leverage your communication skills, attention to detail, and customer service orientation to support the financial health of our organization.</p><p>Key Responsibilities:</p><ul><li>Manage a portfolio of accounts, contacting customers via phone, email, and written correspondence to collect outstanding payments.</li><li>Research and resolve billing discrepancies, working collaboratively with internal departments and external clients.</li><li>Document all collection activities and update account records accurately in the system.</li><li>Maintain professional and effective communication to preserve strong client relationships while achieving collection goals.</li><li>Recommend accounts for escalation or write-off in accordance with company policies and procedures.</li><li>Prepare status reports on collection efforts and portfolio performance.</li><li>Adhere to all compliance regulations governing collections practices.</li></ul><p><br></p>
<p>Are you detail-oriented and driven to resolve complex credit and collections challenges? Our team is seeking a Credit and Collections Specialist to support our accounts receivable function, play a key role in cash flow management, and deliver outstanding customer service.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Monitor accounts receivable to identify and follow up on overdue accounts.</li><li>Proactively contact customers regarding outstanding invoices via phone, email, and written communication.</li><li>Investigate and resolve billing disputes and payment discrepancies; provide necessary supporting documentation.</li><li>Negotiate payment arrangements and set up payment plans as appropriate.</li><li>Document and update customer payment statuses in accounting and collections systems.</li><li>Partner with sales, accounting, and customer service teams to resolve collection issues efficiently.</li><li>Prepare and distribute regular aging reports for management, highlighting high-risk accounts.</li><li>Review credit applications and assist with customer credit assessments.</li></ul><p><strong>Requirements:</strong></p><ul><li>Previous experience in collections or accounts receivable is required.</li><li>Proficiency in Microsoft Excel is a must; comfortable working with internal CRM or accounting systems.</li><li>Excellent communication skills — assertive yet customer-focused.</li><li>Strong negotiation, problem-solving, and documentation abilities.</li><li>Ability to collaborate cross-functionally and prioritize workload independently.</li></ul><p><strong>Preferred Skills:</strong></p><ul><li>Experience in credit and collections within a fast-paced, team environment.</li><li>Tech savvy with the capability to quickly learn and leverage new software tools.</li></ul><p>If you thrive when investigating accounts, negotiating outcomes, and communicating effectively with customers, we want to connect with you.</p><p>Ready to make an impact? Apply today and help us maintain strong financial performance while building positive client relationships.</p>
<p>We are looking for an experienced Project Manager to join our client's team on a contract basis in Bristol, Connecticut. In this role, you will be responsible for overseeing training programs, managing project workflows, and ensuring customer satisfaction throughout the project lifecycle. This position requires a strong background in project management, excellent organizational skills, and the ability to collaborate effectively across departments.</p><p><br></p><p>Responsibilities:</p><p>• Lead the training programs for new hires in Project Coordinator and Data Entry Assistant roles, ensuring they are fully equipped to perform their duties.</p><p>• Develop, update, and maintain standard operating procedures (SOPs) for all training processes.</p><p>• Manage and review complex shop drawing orders, ensuring accuracy and timely processing.</p><p>• Schedule and coordinate project kick-off meetings and align engineering, drafting, and production schedules with material lead times.</p><p>• Gather critical customer information to support engineering services and meet production deadlines.</p><p>• Maintain accurate project records and update statuses in various databases.</p><p>• Communicate regularly with customers to provide updates, resolve material issues, and address shortage claims.</p><p>• Confirm credit approvals and payment arrangements while coordinating accessory items with procurement teams.</p><p>• Monitor project management tools and ensure backlog accuracy through regular spot checks and corrective actions.</p><p>• Prepare production documents, compute costs, and inform customers of updates, shipping details, and any delays.</p>
<p>Our client in Springfield, MA is seeking an experienced Collections Specialist for a contract role. In this position, you will be responsible for managing overdue accounts, resolving outstanding balances, and providing excellent communication with internal and external stakeholders.</p><p><strong>Responsibilities:</strong></p><ul><li>Contact clients via phone and email regarding past-due accounts</li><li>Research and resolve billing discrepancies or disputes</li><li>Record collection activities and maintain accurate documentation</li><li>Collaborate with internal teams to resolve account issues</li><li>Adhere to company collections policies and relevant regulations</li><li>Provide timely updates and status reports on accounts</li></ul><p><br></p>
We are looking for a dedicated and detail-oriented Executive Assistant to provide high-level support to senior leadership within the financial services sector. In this long-term contract position, you will play a key role in managing schedules, coordinating travel arrangements, and ensuring seamless communication across teams. This opportunity is based in Stamford, Connecticut.<br><br>Responsibilities:<br>• Manage and maintain executives' calendars, ensuring appointments and meetings are efficiently organized.<br>• Coordinate domestic and international travel arrangements, including booking flights, accommodations, and transportation.<br>• Prepare materials and agendas for executive meetings, ensuring all required documents are available and organized.<br>• Serve as the primary point of contact for scheduling and communication between executives and internal teams.<br>• Monitor and prioritize incoming correspondence, responding on behalf of the executive when appropriate.<br>• Ensure timely follow-ups on action items and decisions from meetings.<br>• Maintain confidentiality and handle sensitive information with professionalism.<br>• Collaborate with other departments to facilitate executive requests and streamline operational workflows.<br>• Assist in planning and organizing events and meetings, both virtual and in-person.<br>• Provide support for additional administrative tasks as needed.
