We are looking for a dedicated Customer Service Representative to join our team in San Marcos, California. In this long-term contract role, you will play a crucial part in delivering exceptional service to our customers by handling inquiries, managing data, and maintaining accurate records. This position offers an opportunity to build strong relationships with clients while contributing to the success of the utilities and infrastructure industry.<br><br>Responsibilities:<br>• Respond promptly to inbound customer inquiries and provide accurate and helpful information.<br>• Handle customer interactions via phone, email, and other communication channels.<br>• Perform data entry tasks to ensure precise documentation of customer information and transactions.<br>• Schedule appointments and coordinate follow-ups with clients as needed.<br>• Process orders and maintain accurate records in the system.<br>• Manage inbound and outbound calls to address customer needs effectively.<br>• Utilize Microsoft Word and Excel to create reports, track data, and organize relevant information.<br>• Collaborate with team members to ensure seamless customer service operations.<br>• Uphold a high level of professionalism when addressing customer concerns.<br>• Identify opportunities to improve customer service procedures and contribute to team efficiency.
<p>Join an organization that is making a difference in people's lives every day! Our client, a mission-driven nonprofit organization, is seeking a dedicated and enthusiastic Customer Service Representative to be the face of their operations. This role is ideal for a compassionate and detail-oriented individual who thrives in a fast-paced environment and is eager to contribute to the success of a nonprofit organization focused on positive impact.</p><p><br></p><p>The Customer Service Representative will play an essential role in connecting the organization with its stakeholders, providing excellent support, and ensuring a seamless experience for donors, members, and program participants. This position requires strong communication skills, problem-solving abilities, and a passion for helping others.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide exceptional customer service by answering inquiries via phone, email, and live chat, addressing stakeholder needs in a courteous and efficient manner.</li><li>Assist donors, members, and program participants with questions related to services, events, and organization initiatives.</li><li>Resolve issues, concerns, and conflicts promptly while maintaining a positive and professional demeanor.</li><li>Accurately enter customer information into the organization’s database and maintain records with the highest confidentiality standards.</li><li>Collaborate with internal teams to follow up on customer inquiries and ensure issues are addressed in a timely manner.</li><li>Support program enrollment processes and provide guidance to participants when needed.</li><li>Monitor and manage customer feedback, ensuring timely responses and contributing ideas for service improvement.</li><li>Assist with special projects as directed by the customer service and leadership teams.</li></ul><p><br></p>
<p>Are you a strong communicator with a passion for helping others? Do you thrive in a fast-paced environment and enjoy solving problems? Our client is seeking a Customer Service Representative to join their team. In this role, you will serve as the first point of contact for customers, providing support, solutions, and a positive experience. If you’re enthusiastic about building relationships and ensuring customer satisfaction, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Customer Interaction:</strong> Handle incoming customer inquiries via phone, email, chat, or in-person with professionalism and enthusiasm.</li><li><strong>Problem Resolution:</strong> Investigate and resolve customer issues or complaints, escalating complex cases to the appropriate department as needed.</li><li><strong>Product Knowledge:</strong> Stay informed about the company’s products and services to provide accurate information and recommendations to customers.</li><li><strong>Order Processing:</strong> Assist customers with order placement, tracking, returns, and refunds while maintaining detailed records of interactions.</li><li><strong>Documentation:</strong> Accurately document customer interactions and transactions in the CRM system.</li><li><strong>Customer Satisfaction:</strong> Proactively follow up with customers to ensure issues are resolved and their experience exceeds expectations.</li><li><strong>Team Collaboration:</strong> Collaborate with colleagues and departments to ensure seamless customer service delivery.</li><li><strong>Feedback:</strong> Gather and document feedback from customers to identify trends, improvements, and potential issues.</li></ul>
<p>Robert Half is currently seeking a skilled and motivated Customer Service Representative to join the team of a thriving company. This opportunity is ideal for a candidate who excels at providing exceptional customer service, solving problems efficiently, and serving as the first point of contact between the company and its clients. If you are detail-oriented, communicative, and passionate about creating positive customer experiences, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat in a professional and timely manner.</li><li>Provide accurate product, service, or policy information to customers.</li><li>Maintain detailed customer records by logging all interactions into the CRM or ticketing system.</li><li>Proactively escalate unresolved issues to the appropriate departments for resolution.</li><li>Process customer orders, returns, or requests using internal platforms.</li><li>Identify opportunities to enhance customer satisfaction and provide feedback to the management team.</li><li>Collaborate with cross-functional teams to ensure smooth customer service operations.</li></ul><p><br></p>
<p>Our client is seeking a compassionate and detail-oriented Customer Service Representative to join our team. In this role, you will serve as the main point of contact for our donors, volunteers, and beneficiaries, ensuring their questions and concerns are addressed promptly and professionally. The ideal candidate is passionate about delivering exceptional service and supporting the mission-driven work of our organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the primary contact for incoming calls, emails, and inquiries from donors, volunteers, beneficiaries, and stakeholders </li><li>Resolve issues related to donations, program eligibility, volunteer opportunities, and general questions in a timely manner.</li><li>Provide detailed and accurate information about organizational services, programs, and initiatives.</li><li>Assist with data entry and recordkeeping to maintain accurate donor and beneficiary profiles.</li><li>Collaborate with internal teams to resolve escalations and improve customer experience processes.</li><li>Foster strong relationships with donors and volunteers to encourage continued engagement and support.</li><li>Support fundraising campaigns and outreach initiatives by responding to inquiries and providing resources to interested parties.</li><li>Identify and communicate service trends and client concerns to leadership for continuous improvement.</li></ul>
<p>A fast-growing company in <strong>Escondido</strong> is looking for an energetic and dedicated <strong>Customer Support Representative</strong> to join their dynamic team. This role is perfect for someone who loves problem-solving, enjoys connecting with people, and takes pride in creating a smooth and positive customer experience every single time.</p><p>You’ll work closely with clients, operations, and technical teams to handle inquiries, provide product support, and ensure customer satisfaction from first contact through resolution. This is an opportunity to be part of a team that values innovation, collaboration, and friendly professionalism.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for customer questions via phone, email, or chat.</li><li>Troubleshoot basic product or service issues and ensure timely resolution.</li><li>Document all interactions in the CRM system and follow up on open cases.</li><li>Process orders, returns, and adjustments accurately and efficiently.</li><li>Communicate updates to customers regarding delivery timelines or service appointments.</li><li>Collaborate with internal departments to improve communication and service efficiency.</li><li>Identify trends in customer feedback and assist management in implementing improvements.</li></ul>
<p>Are you an organized, people-focused professional who thrives in a fast-paced, client-driven environment? A reputable <strong>financial services firm in Carlsbad</strong> is seeking a sharp and motivated <strong>Client Services Associate</strong> for an <strong>immediate, ASAP opportunity</strong>. This role is ideal for someone with a strong foundation in customer service who wants to grow within the financial industry. You’ll work directly with clients and advisors, ensuring that every interaction reflects accuracy, professionalism, and care. The ideal candidate is someone who enjoys being the steady hand behind the details—someone who anticipates needs before they’re spoken and supports the team in delivering an exceptional client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients, addressing inquiries, scheduling meetings, and managing communications.</li><li>Prepare client documentation, reports, and forms for account openings, transfers, and transactions.</li><li>Maintain client records in CRM and ensure all compliance and confidentiality protocols are followed.</li><li>Collaborate closely with advisors and operations staff to support financial planning and investment processes.</li><li>Assist in preparing materials for client reviews and financial presentations.</li><li>Proactively follow up on pending items and keep clients informed throughout each stage of their requests.</li><li>Participate in team meetings and help identify opportunities to improve workflow and client satisfaction.</li></ul>
<p>A prestigious <strong>wealth management firm in Rancho Santa Fe</strong> is seeking a <strong>Senior Client Service Associate</strong> to join their close-knit, high-performing team. This is a career-defining opportunity for a polished professional who takes pride in excellence, precision, and relationship management at the highest level. In this role, you’ll serve as the right hand to advisors—handling complex administrative and client service responsibilities, improving workflows, and ensuring a seamless experience from every touchpoint. You’ll be the steady foundation that allows the advisory team to focus fully on strategy and client engagement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate and oversee all client account activity, ensuring timely and accurate execution of requests.</li><li>Anticipate client and advisor needs, managing schedules, follow-ups, and service requests with discretion and efficiency.</li><li>Lead the preparation of reports, portfolio reviews, and meeting documentation for clients and prospects.</li><li>Collaborate with advisors to enhance client workflows, refine service standards, and improve overall operational processes.</li><li>Support compliance and documentation processes while maintaining strict confidentiality.</li><li>Manage client onboarding and transitions with precision and care.</li><li>Serve as a mentor to junior staff, setting an example of excellence in service, accuracy, and communication.</li></ul>
<p>A growing <strong>professional services firm in San Diego</strong> is seeking a personable and detail-oriented <strong>Client Services Coordinator</strong> to join their team. This position plays a key role in supporting clients, managing projects, and ensuring that all communications and deliverables meet the company’s high standards of service.</p><p>This is a great role for someone who loves working with people, balancing multiple priorities, and being the bridge between clients and internal teams.</p><p><br></p><p>💬 <strong>What You’ll Do</strong></p><ul><li>Serve as the first point of contact for clients — manage inquiries, schedule meetings, and ensure prompt follow-up.</li><li>Support project coordination, documentation, and client onboarding processes.</li><li>Maintain accurate client records in CRM systems and track ongoing engagement activities.</li><li>Collaborate with internal departments to ensure timely completion of deliverables.</li><li>Prepare client-facing materials, reports, and presentations.</li><li>Anticipate client needs and provide proactive communication and solutions.</li></ul>
<p>Are you a people person who enjoys creating a warm and welcoming environment? Robert Half is partnering with a dynamic organization in need of a professional Receptionist to serve as the face of the office. This role is ideal for someone who thrives in a fast-paced setting and values providing exceptional service to both internal and external stakeholders. In this position, you will play a key role in maintaining a smooth and efficient front office while supporting the team with administrative tasks.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet visitors with professionalism and direct them to the appropriate individual or department.</li><li>Answer and route incoming phone calls, taking detailed messages as needed.</li><li>Manage the scheduling of meeting rooms and maintain an organized reception area.</li><li>Handle general office tasks such as sorting mail, copying, scanning, and maintaining office supplies.</li><li>Provide administrative support, such as preparing correspondence, data entry, and maintaining documents.</li><li>Communicate effectively with internal teams to ensure seamless operations.</li><li>Uphold a friendly and approachable demeanor to promote a positive workplace culture.</li></ul><p><br></p>
<p>If you’ve ever dreamed of being at the <strong>frontline of a luxury experience</strong>, here’s your chance. Our client, a leading name in San Diego’s <strong>hospitality industry</strong>, is seeking a <strong>Receptionist</strong> who will embody professionalism, warmth, and world-class service. This isn’t your standard “answer the phone and greet people” kind of role. You’ll be the welcoming smile that sets the tone for every guest’s visit, whether they’re walking in for a high-profile event, booking a last-minute meeting space, or simply seeking assistance. The lobby is your stage, and your role is to create an atmosphere that feels seamless, polished, and unforgettable.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Greet guests with professionalism and genuine hospitality — first impressions matter.</li><li>Manage busy phone lines, direct inquiries, and provide accurate information.</li><li>Coordinate reservations, meeting room bookings, and guest check-ins.</li><li>Work closely with the events and concierge teams to support client requests.</li><li>Ensure the reception area is immaculate at all times (organization and detail are everything).</li><li>Handle incoming and outgoing mail, deliveries, and vendor check-ins.</li><li>Assist with special projects such as VIP visits or corporate events.</li></ul>
<p>Are you a welcoming, organized, and detail-oriented professional looking for your next career opportunity? Robert Half is currently partnering with a respected organization seeking a dedicated Front Desk Coordinator to be the first point of contact for their office. As the face of the company, you’ll play a key role in creating positive first impressions and maintaining seamless front desk operations.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet and welcome visitors, clients, and employees with a professional and friendly demeanor.</li><li>Answer and direct incoming calls promptly while accurately relaying messages.</li><li>Manage the front desk area and ensure it remains clean, organized, and welcoming.</li><li>Handle scheduling, visitor logs, and managing access to meeting rooms.</li><li>Assist with general administrative duties, including filing, correspondence, and mail distribution.</li><li>Support other departments with clerical tasks based on activity needs.</li><li>Troubleshoot and resolve issues related to visitor inquiries or office equipment setup at reception.</li></ul>
<p>Robert Half is a global leader in talent solutions, providing top-notch staffing for accounting, finance, and administrative roles. We are seeking an Account Specialist for a client in San Diego, CA who values exceptional organizational skills, strong attention to detail, and superb customer service capabilities. This position is ideal for a professional who thrives in financial operations and account management.</p><p><br></p><p>The Account Specialist is responsible for managing financial transactions, maintaining customer accounts, and providing support to ensure smooth administrative and accounting processes. This role includes handling billing, payments, account reconciliations, and customer issue resolution with accuracy and professionalism.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and manage accounts receivable and accounts payable transactions.</li><li>Generate and distribute invoices to customers and follow up on payments.</li><li>Reconcile customer accounts and resolve discrepancies promptly.</li><li>Review and update contracts, purchase orders, and accounts to ensure accuracy.</li><li>Assist in budget preparation and forecasting reports by managing relevant account data.</li><li>Communicate with clients to address questions regarding billing, payments, or account status.</li><li>Keep accurate records of transactions and account data in accounting or ERP software.</li><li>Support month-end and year-end financial processes and reporting.</li></ul><p><br></p>
<p>Robert Half is partnering with a growing company seeking a professional and personable Front Desk Coordinator to serve as the first point of contact for clients, visitors, and staff. This role is ideal for someone who excels at organization, communication, and creating a welcoming office environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Greet clients, visitors, and vendors in a professional and courteous manner.</li><li>Answer and direct incoming calls, emails, and inquiries efficiently.</li><li>Manage appointment scheduling, meeting room bookings, and calendar coordination.</li><li>Assist with administrative tasks, including filing, scanning, and document preparation.</li><li>Maintain a clean and organized reception area and office supplies.</li><li>Support internal teams with ad hoc administrative projects as needed.</li><li>Ensure a positive and professional first impression for all guests and clients.</li></ul><p><br></p>
<p>Robert Half is working with a dynamic client in the property management industry to hire an Account Specialist. This contract-to-permanent position is ideal for someone with strong financial and administrative skills who excels in a fast-paced, client-oriented environment. If you are detail-oriented and thrive in managing property-related accounts, we encourage you to apply!</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Manage and maintain tenant accounts, including processing rent payments, late fees, and any applicable adjustments.</li><li>Assist with accounts payable and receivable functions, including vendor invoice processing and tenant billing.</li><li>Reconcile property accounting records, including bank statements, tenant ledgers, and vendor accounts.</li><li>Work closely with property managers to ensure accurate financial records and resolve any account discrepancies.</li><li>Generate monthly reports for property owners, including profit and loss statements and outstanding receivables.</li><li>Interact with tenants to address questions and concerns related to their accounts, payments, and charges.</li><li>Support year-end reporting activities, including preparing documentation for audits and tax filings.</li><li>Maintain compliance with company policies and property management industry regulations.</li></ul>
<p>Accuracy and efficiency matter most when it comes to healthcare billing. Our client, a <strong>growing healthcare services organization in San Diego</strong>, is searching for a <strong>Billing Clerk</strong> who can process invoices with precision while keeping patient and insurance records up to date. This role offers the opportunity to contribute to the smooth functioning of a busy healthcare office while learning from experienced finance and billing professionals. If you’re detail-oriented, organized, and passionate about supporting patient care from the administrative side, this could be the role for you.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Prepare, review, and send invoices to patients and insurance providers.</li><li>Post payments and reconcile billing accounts.</li><li>Verify patient and insurance information for accuracy.</li><li>Follow up on outstanding balances and support collections as needed.</li><li>Maintain accurate records in billing software and electronic health record (EHR) systems.</li><li>Assist with month-end billing reports and compliance audits.</li><li>Communicate with patients, insurance reps, and internal staff regarding billing questions.</li></ul>
<p>We are recruiting for an Operations & Growth Manager for an amazing mortgage company based in San Diego, CA. This is a high-visibility role responsible for overseeing operations, compliance, and investor coordination. This role is ideal for someone who thrives in a fast-paced, growth-oriented environment and wants to make a direct impact on company growth. You’ll optimize processes, ensure compliance with investor and regulatory requirements, manage communications, and directly support loan officers. </p><p><br></p><p>Key Responsibilities: </p><p><br></p><ul><li>Lead departmental communications and respond to loan officer and investor inquiries promptly. </li><li>Provide training and guidance on banking, compliance, and operational requirements via webinars, office hours, and one-on-one check-ins. </li><li>Track and ensure completion of required investor and regulatory training (Fannie Mae, Freddie Mac, UCDP, MERS, etc.). Loan & Investor Coordination </li><li>Serve as primary contact for appraisal orders, investor inquiries, and back-end fulfillment questions. </li><li>Track loan pipelines and ensure delivery of notes to warehouse lines and investors. </li><li>Monitor loan conditions and collaborate with internal teams to ensure timely clearance and purchase. </li><li>Coordinate with investors to resolve loan delivery or purchase issues efficiently. Documentation & Posting</li><li>Maintain and update departmental policies, procedures, and guidelines on the C2 Funding site. </li><li>Manage investor communications, including servicing letters for Kind, PennyMac, and other investors. </li><li>Enter financial and loan-related information into CRM system. </li><li>Reconcile warehouse line balances and ensure compliance.</li><li>Prepare and reconcile monthly P& L reports.</li></ul>
We are looking for a detail-oriented and dependable Receptionist to join our team on a contract basis in San Diego, California. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth day-to-day operations in a small office environment. The ideal candidate will bring relevant experience and a few years of expertise, making them comfortable handling a variety of administrative and customer-facing tasks.<br><br>Responsibilities:<br>• Greet visitors and clients with a detail-oriented approach and direct them to the appropriate personnel.<br>• Manage a multi-line phone system, answering inbound calls and routing them efficiently.<br>• Provide administrative support, including scheduling meetings and maintaining office supplies.<br>• Handle switchboard operations for up to 10 lines, ensuring seamless communication.<br>• Assist with basic data entry and document management tasks.<br>• Utilize platforms like Salesforce to organize and maintain customer information.<br>• Ensure the reception area remains clean and welcoming at all times.<br>• Adhere to business casual dress codes, maintaining a detail-oriented appearance.<br>• Support the team with ad hoc administrative duties as needed.
<p>Our client, a well-respected <strong>medical practice in Encinitas</strong>, is seeking a <strong>Medical Front Office Receptionist</strong> who will set the tone for patients the moment they walk in. This role combines administrative expertise with compassion and professionalism, ensuring that patients and families feel both welcomed and cared for. If you thrive in a role where details matter and empathy makes the difference, this is the perfect opportunity.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Greet patients warmly, check them in, and provide guidance on forms and procedures.</li><li>Manage phone lines — schedule appointments, handle inquiries, and route calls appropriately.</li><li>Verify insurance information, collect copays, and enter patient data accurately into the EHR system.</li><li>Collaborate with medical assistants, providers, and back-office staff to keep the daily schedule running smoothly.</li><li>Handle billing and patient account questions with professionalism.</li><li>Maintain a clean, organized, and welcoming front desk environment.</li><li>Uphold patient confidentiality in line with HIPAA regulations.</li></ul>
<p>Our <strong>healthcare client in San Luis Rey</strong> is seeking a proactive <strong>Collections Specialist</strong> to manage outstanding patient and insurance balances within the revenue cycle department. The ideal candidate has prior experience handling medical collections, understands insurance follow-up procedures, and thrives in a fast-paced, results-driven environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Follow up on unpaid insurance claims and patient balances to ensure timely reimbursement.</li><li>Contact insurance companies regarding claim denials, underpayments, and appeals.</li><li>Initiate patient outreach for outstanding self-pay balances with professionalism and empathy.</li><li>Record all collection activities in the billing system, ensuring documentation accuracy.</li><li>Work closely with billing and posting teams to correct errors and resubmit claims.</li><li>Review EOBs and identify opportunities to improve collection efficiency.</li><li>Maintain compliance with HIPAA and Fair Debt Collection Practices Act (FDCPA) standards.</li><li>Generate weekly collection reports and aging summaries for management.</li></ul>
<p>Step into the world of healthcare where every interaction makes a difference. Our client, a highly respected <strong>healthcare and wellness practice</strong>, is seeking a <strong>Receptionist</strong> to be the heart of their front office. This role blends administrative expertise with compassion, ensuring patients feel welcome, supported, and cared for the moment they step through the door. In this role, you’re not just answering phones — you’re guiding patients through appointments, helping families navigate insurance details, and making sure providers have everything they need to deliver exceptional care.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Greet patients warmly, check them in, and provide clear instructions for their visit.</li><li>Answer phones, schedule appointments, and manage a busy provider calendar.</li><li>Verify insurance, process patient paperwork, and update electronic health records.</li><li>Coordinate with medical assistants, nurses, and providers to keep daily operations on track.</li><li>Handle billing inquiries with professionalism and tact.</li><li>Ensure the waiting area is clean, organized, and welcoming.</li><li>Maintain confidentiality in line with HIPAA regulations.</li></ul>
