<p>Customer Service Representative</p><p>Customer service representative openings!</p><p>Robert Half has an excellent career opportunity for an articulate, highly-skilled customer service representative in the growing banking industry. Do you love building solid customer relationships? Then this position may be for you. This position is based in a dynamic, rapidly-changing call center.</p><p>How you will make an impact</p><ul><li>Receiving and placing telephone calls</li><li>Performs full service banking transactions in compliance with legal requirements and bank policies and procedures</li><li>Provides accurate, friendly customer service in a timely fashion</li><li>Performs functions including handling cash and other daily transactions.</li><li>Achieves sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns</li><li>Maintains currency and coin under prescribed limits</li><li>Adheres to bank security policies and maintains confidentiality of bank records and client information</li></ul><p><br></p>
<p><strong>Job Summary</strong></p><p>Our client is seeking a professional, customer-focused Customer Service Representative to join their team. This role is responsible for providing excellent support to customers by answering inquiries, resolving issues, processing orders, and ensuring a positive overall experience. The ideal candidate is a strong communicator, problem-solver, and team player who thrives in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to customer inquiries via phone, email, chat, or in person</li><li>Resolve customer concerns and complaints in a timely and professional manner</li><li>Process orders, returns, exchanges, and account updates accurately</li><li>Maintain detailed and accurate customer records in the company system</li><li>Escalate complex issues to the appropriate department when needed</li><li>Provide product, service, and policy information to customers</li><li>Follow up with customers to ensure resolution and satisfaction</li><li>Collaborate with internal teams to support customer needs</li><li>Meet service standards, response times, and productivity goals</li></ul><p><strong>Qualifications</strong></p><ul><li>1+ years of customer service, call center, or administrative support experience preferred</li><li>High school diploma or equivalent required</li><li>Strong verbal and written communication skills</li><li>Excellent problem-solving and conflict-resolution abilities</li><li>Proficiency with Microsoft Office and customer service software or CRM systems</li><li>Strong attention to detail and organizational skills</li><li>Ability to multitask and work efficiently in a fast-paced environment</li></ul><p><br></p>
We are looking for a customer-focused detail-oriented individual to join our team in Hauppauge, New York. This position supports sales-related activities by assisting customers, responding to inquiries, and helping drive strong service outcomes. The ideal candidate brings at least 3 years of experience in customer service or sales support, along with solid Excel skills and the ability to manage both inbound and outbound communication effectively.<br><br>Responsibilities:<br>• Respond to customer inquiries by phone and email, providing accurate information and timely follow-up.<br>• Support sales efforts by assisting with inside sales activities and helping move customer requests through completion.<br>• Build positive client relationships through attentive service and consistent communication.<br>• Coordinate inbound and outbound customer interactions to identify needs and support business growth.<br>• Prepare, update, and maintain sales-related records and reports using Excel.<br>• Work closely with internal teams to ensure orders, requests, and service issues are handled efficiently.<br>• Assist with direct sales support tasks that contribute to customer satisfaction and revenue generation.
<p><strong>Customer Service Manager - (Full- Time, Permanent!!)</strong></p><p>Location: Shelton, CT</p><p>Salary: $85,000 - $100,000 DOE</p><p><br></p><p>Are you an Experienced Customer Service Manager ready to lead and develop a high-performing customer support team in Shelton, CT?! We have a wonderful client ready to meet you then!!</p><p><br></p><p>This leadership role is ideal for a hands-on manager who excels at coaching employees, resolving complex customer issues, and driving exceptional service standards. Candidates with leadership experience in Customer Service or Accounts Receivable are encouraged to apply.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead, mentor, and develop a team of Customer Service professionals.</li><li>Oversee daily operations to ensure exceptional customer satisfaction and efficient workflow.</li><li>Handle and resolve escalated customer concerns in a professional, timely, and effective manner.</li><li>Establish performance expectations, conduct coaching sessions, and complete employee evaluations.</li><li>Identify opportunities to improve customer service processes and operational efficiency.</li><li>Collaborate with cross-functional teams including Sales, Operations, Finance, and Accounting.</li><li>Monitor service metrics, prepare reports, and implement continuous improvement initiatives.</li><li>Foster a positive, customer-focused culture while maintaining high employee engagement.</li></ul><p>Qualifications</p><ul><li>5+ years of management experience leading a Customer Service or Accounts Receivable team.</li><li>Proven experience resolving escalated customer service situations with professionalism and sound judgment.</li><li>Strong leadership, coaching, and team development skills.</li><li>Excellent interpersonal, communication, and conflict-resolution abilities.</li><li>Strong organizational and problem-solving skills with the ability to manage multiple priorities.</li><li>Proficiency in Microsoft Office and experience with CRM or ERP systems is a plus.</li><li>Bachelor's degree is preferred but not required with equivalent leadership experience.</li></ul><p>Compensation & Benefits</p><ul><li>Competitive salary: $85,000 - $100,000 DOE</li><li>Comprehensive medical, dental, and vision insurance</li><li>Generous Paid Time Off (PTO) package</li><li>Paid holidays</li><li>401(k) with company match</li></ul><p>Please apply to Daniele.Zavarella@roberthalf(com)</p>
<p>Customer Experience Specialist – Norwalk, CT</p><p>We are seeking personable, customer-focused professionals for ongoing Customer Experience Specialist opportunities in the Norwalk, CT area. This role is ideal for someone who enjoys helping customers, solving problems, and working in a fast-paced environment where communication and follow-through are key.</p><p>Responsibilities</p><ul><li>Serve as a primary point of contact for customers via phone and email</li><li>Respond to customer questions, requests, and concerns in a timely and professional manner</li><li>Provide accurate information regarding products, services, orders, or accounts</li><li>Assist with resolving customer issues and escalate concerns when appropriate</li><li>Enter and update customer information accurately within internal systems and CRM platforms</li><li>Process orders, requests, account updates, and other customer transactions</li><li>Maintain detailed documentation of customer interactions</li><li>Coordinate with internal departments to ensure customer needs are addressed</li><li>Follow up with customers to ensure timely resolution and a positive experience</li><li>Support additional customer service and administrative projects as needed</li></ul><p><br></p>
<p>We are looking for a licensed Client Relationship Manager to support educators and retirement plan participants in New York. This position blends consultative client service with retirement planning guidance, helping individuals make informed decisions about 403(b) accounts and related financial solutions. The ideal candidate brings strong relationship-building ability, a solid grasp of regulatory standards, and a service-oriented approach to long-term client support.</p><p><br></p><p>Responsibilities:</p><p>• Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities.</p><p>• Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution.</p><p>• Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions.</p><p>• Meet with prospective clients to assess retirement planning goals, explain available services, and build confidence in the advisory relationship.</p><p>• Lead new client setup by coordinating forms, account establishment, and required documentation for 403(b) participation.</p><p>• Partner with internal colleagues, advisors, and plan administrators to create a seamless experience from initial engagement through active account management.</p><p>• Evaluate client circumstances and present appropriate retirement and insurance-related solutions that align with individual goals and risk considerations.</p><p>• Educate clients on 403(b) plan provisions, contribution limits, employer-sponsored benefits, and other relevant planning concepts.</p><p>• Support retention and organic business growth by identifying additional services that match evolving client needs while maintaining a high standard of compliance.</p><p>• Keep licenses current and maintain precise records of account activity, transactions, and client communications in approved systems while adhering to applicable regulations.</p>