Client Services RepresentativeSummaryOur client is seeking a professional and personable Client Services Representative to serve as a key point of contact for clients and provide exceptional day-to-day service. This role will respond to client questions, assist with account and service needs, coordinate requests, and ensure issues are resolved efficiently and accurately. The ideal candidate is customer-focused, highly organized, and comfortable handling multiple priorities in a fast-paced financial services environment. Strong communication skills, attention to detail, and the ability to build positive client relationships are essential. Key Responsibilities<ul><li>Serve as a primary point of contact for client questions, requests, and account needs.</li><li>Provide timely, professional support by phone, email, and in person.</li><li>Assist clients with account inquiries, transactions, transfers, statements, products, and services.</li><li>Research and resolve client issues while providing clear communication and follow-up.</li><li>Coordinate with internal teams to ensure client requests are completed accurately and efficiently.</li><li>Process account updates, client documentation, and service requests.</li><li>Assist with new account setup and account maintenance.</li><li>Educate clients on products, services, and processes as needed.</li><li>Maintain accurate and confidential client records and information.</li><li>Track outstanding requests and follow up to ensure a positive client experience.</li><li>Identify and escalate complex issues or concerns to the appropriate team.</li><li>Provide general administrative and operational support as needed.</li></ul>

Qualifications<ul><li>2+ years of customer service, client services, banking, financial services, or related experience.</li><li>Strong relationship-building and customer service skills.</li><li>Excellent verbal and written communication.</li><li>Professional, polished, and confident when interacting with clients.</li><li>Strong attention to detail, organization, and follow-through.</li><li>Ability to multitask, prioritize, and problem-solve in a fast-paced environment.</li><li>Proficiency with Microsoft Office and general computer applications.</li><li>Ability to handle confidential information with discretion.</li><li>Financial services or banking experience preferred.</li></ul>

<h3 class="rh-display-3--rich-text">TalentMatch®</h3> 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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> 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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> 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 <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.

San Diego, CA
onsite
Temporary / Contract
31 - 35 USD / Hourly
Client Services RepresentativeSummaryOur client is seeking a professional and personable Client Services Representative to serve as a key point of contact for clients and provide exceptional day-to-day service. This role will respond to client questions, assist with account and service needs, coordinate requests, and ensure issues are resolved efficiently and accurately. The ideal candidate is customer-focused, highly organized, and comfortable handling multiple priorities in a fast-paced financial services environment. Strong communication skills, attention to detail, and the ability to build positive client relationships are essential. Key Responsibilities<ul><li>Serve as a primary point of contact for client questions, requests, and account needs.</li><li>Provide timely, professional support by phone, email, and in person.</li><li>Assist clients with account inquiries, transactions, transfers, statements, products, and services.</li><li>Research and resolve client issues while providing clear communication and follow-up.</li><li>Coordinate with internal teams to ensure client requests are completed accurately and efficiently.</li><li>Process account updates, client documentation, and service requests.</li><li>Assist with new account setup and account maintenance.</li><li>Educate clients on products, services, and processes as needed.</li><li>Maintain accurate and confidential client records and information.</li><li>Track outstanding requests and follow up to ensure a positive client experience.</li><li>Identify and escalate complex issues or concerns to the appropriate team.</li><li>Provide general administrative and operational support as needed.</li></ul>
2026-09-03T00:00:00Z