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296 results for Patient Service Representative in
- Franklin Park, NJ
- onsite
- Permanent / Full Time
- 75000 - 950000 USD / Yearly
- <p>benefits:</p><ul><li>401(k) </li><li>Vision Insurance</li><li>Dental Insurance</li><li>Health Insurance</li><li>Life Insurance</li><li>Paid Time Off </li></ul><p>Responsibilities</p><ul><li>Manage, coach, and develop a team of Customer Service Representatives.</li><li>Monitor team performance and establish service goals and KPIs.</li><li>Handle escalated customer inquiries and resolve complex issues.</li><li>Develop and implement customer service policies, procedures, and best practices.</li><li>Analyze customer feedback and identify opportunities for process improvements.</li><li>Partner with sales, operations, and other departments to ensure customer satisfaction.</li><li>Track and report on customer service metrics, trends, and team performance.</li></ul><p><br></p>
- 2026-10-23T00:00:00Z
- Fayetteville, AR
- onsite
- Temporary to Hire
- 20 - 25 USD / Hourly
- # Customer Experience Manager - Property & Casualty Insurance<br><br>## Job Description<br><br>We are seeking a motivated, highly organized Customer Experience Manager to join a growing insurance agency. This position offers a unique opportunity for a licensed insurance professional who enjoys building client relationships, improving processes, and taking ownership of daily operations.<br><br>Working closely with agency leadership and a high-performing insurance producer, this individual will play an important role in delivering exceptional customer service, managing administrative responsibilities, and supporting the continued growth of the business.<br><br>The ideal candidate is proactive, detail-oriented, and capable of balancing customer needs with operational priorities. This is an opportunity for someone who wants to grow alongside an expanding agency and take on increasing responsibility over time.<br><br>## Key Responsibilities<br><br>- Deliver exceptional customer service to new and existing policyholders, serving as a trusted resource for insurance-related questions and needs.<br>- Manage policy servicing activities, including renewals, endorsements, coverage changes, billing inquiries, and documentation.<br>- Provide administrative and operational support to a high-performing insurance producer, helping streamline daily activities and improve productivity.<br>- Coordinate client communications, follow-ups, appointments, and outstanding service requests.<br>- Assist with new business processing, applications, quotes, and coordination with insurance carriers.<br>- Proactively identify opportunities to improve customer satisfaction, retention, and overall service delivery.<br>- Manage client records, documentation, and workflows within agency management systems.<br>- Handle escalated customer concerns with professionalism and a solutions-oriented approach.<br>- Help establish and improve administrative processes that support agency efficiency and continued growth.<br>- Collaborate with agency leadership to identify operational needs and take on additional responsibilities as the business expands.<br><br>## Qualifications<br><br>## Active Property & Casualty Insurance License required.<br>- Previous experience in insurance customer service, account management, or agency operations preferred.<br>- Strong understanding of insurance policies, coverage options, and servicing procedures.<br>- Exceptional organizational skills with the ability to manage competing priorities.<br>- Strong written and verbal communication skills.<br>- Demonstrated ability to take initiative, solve problems, and work independently.<br>- High attention to detail and commitment to delivering an excellent customer experience.<br>- Proficiency with Microsoft Office and insurance agency management systems preferred.<br>- Experience supporting a high-volume insurance producer or growing agency is a plus.<br><br>## What Makes Someone Successful in This Role?<br><br>The ideal candidate is someone who enjoys being a dependable resource for both clients and colleagues. They anticipate needs, take ownership of responsibilities, and find satisfaction in keeping operations organized and running smoothly.<br><br>This individual should be comfortable wearing multiple hats, adapting to changing priorities, and contributing ideas that help the agency operate more effectively.<br><br>Most importantly, we are looking for someone interested in building a long-term career with an organization where their contributions can grow alongside the business.
- 2026-11-09T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- Miami, FL
- onsite
- Temporary / Contract
- 20 - 20 USD / Hourly
- <p>We are seeking a compassionate and dedicated professional to join our team in supporting individuals in crisis. The ideal candidate will have a background in psychology, behavioral health, or a related medical field, along with experience in patient-facing healthcare support. </p><ul><li>Provide support to individuals experiencing crisis situations with empathy, professionalism, and care. </li><li>Communicate effectively with individuals in both <strong>Creole and English</strong>. </li><li>Assist with crisis intervention, emotional support, and connection to appropriate resources.</li><li>Maintain calm and professionalism in high-pressure or emotionally charged situations.</li><li>Support patient services functions, including coordination, communication, and follow-up as needed. </li><li>Participate in training related to <strong>suicide prevention</strong> and <strong>crisis intervention techniques</strong>. </li></ul>
- 2026-10-23T00:00:00Z
- Blaine, MN
- onsite
- Permanent / Full Time
- 50000 - 60000 USD / Yearly
- <p>We are looking for a Customer Support Specialist to support customer-facing order operations for our manufacturing team. This position plays a central role in processing orders accurately, coordinating with internal departments, and keeping customers informed throughout the fulfillment cycle. The ideal candidate brings strong organizational skills, sound judgment, and the ability to resolve issues quickly in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the full order lifecycle, from initial entry and validation through shipment follow-up and final invoicing.</p><p>• Maintain accurate order, customer, and transaction records within ERP and related business systems to support smooth daily operations.</p><p>• Keep customers informed of order progress, schedule changes, and service issues with timely and clear communication.</p><p>• Partner with production, planning, quality, warehouse, and shipping teams to align order fulfillment with customer expectations.</p><p>• Process returns, replacements, and order adjustments while ensuring all updates are documented correctly.</p><p>• Investigate delays, discrepancies, and delivery concerns, taking appropriate action to resolve issues or elevate them when needed.</p><p>• Provide administrative support to sales activities by updating account details and assisting with order-related requests.</p><p>• Record customer feedback and recurring service concerns to help improve processes and overall service performance.</p>
- 2026-11-05T00:00:00Z
- Bethesda, MD
- onsite
- Temporary / Contract
- 22 - 26 USD / Hourly
- <p>We are seeking a Customer Support Specialist to provide exceptional service to customers by answering inquiries, resolving issues, and ensuring a positive customer experience. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries via phone, email, and chat</p><p>• Resolve issues and document outcomes in CRM systems</p><p>• Escalate complex issues to internal teams</p><p>• Identify service trends and improvement opportunities</p><p><br></p>
- 2026-10-26T00:00:00Z
- Victor, NY
- onsite
- Temporary / Contract
- 25 - 26.5 USD / Hourly
- <p>Our client is seeking a Bilingual Customer Service Representative (Spanish/English) for an immediate opportunity. This is a contract position with strong potential to become permanent based on performance and business needs. The ideal candidate is customer-focused, professional, and able to communicate clearly and confidently in both Spanish and English.</p><p>Key Responsibilities:</p><ul><li>Provide exceptional customer service to clients and customers in both Spanish and English</li><li>Respond to incoming calls, emails, and inquiries in a timely and professional manner</li><li>Assist customers with questions related to products, services, orders, billing, or account information</li><li>Resolve issues efficiently while maintaining a high level of customer satisfaction</li><li>Document customer interactions accurately in the system</li><li>Escalate complex issues to the appropriate department when needed</li><li>Maintain knowledge of company policies, procedures, and service offerings</li></ul><p><br></p>
- 2026-10-28T00:00:00Z
- Long Island City, NY
- onsite
- Temporary to Hire
- 28.5 - 30 USD / Hourly
- We are looking for a bilingual customer service team member to join a fast-moving team in Long Island City, New York. This Contract to permanent position centers on in-person support at a walk-up service window, where you will assist customers while also contributing to operational tasks and data review. The ideal candidate is confident working directly with people, comfortable handling spreadsheets and analysis, and motivated to identify ways to improve daily processes.<br><br>Responsibilities:<br>• Deliver detail-oriented in-person assistance to drivers and other customers at a walk-up service window in Long Island City, New York.<br>• Review service and operational information in Excel to spot patterns, summarize findings, and support informed decisions.<br>• Maintain accurate records and complete documentation related to daily service activities and operational workflows.<br>• Investigate chargeback-related questions and help coordinate timely follow-up and resolution when needed.<br>• Recommend practical improvements that enhance service quality, efficiency, and day-to-day operations.<br>• Collaborate closely with a small on-site team to ensure smooth customer support in a high-traffic environment.<br>• Learn internal procedures and become a reliable resource for questions tied to customer service and operational support.<br>• Provide assistance during onboarding and knowledge transfer activities to support continuity within the role.
- 2026-11-11T00:00:00Z
- White Bear Lake, MN
- onsite
- Temporary to Hire
- 23.75 - 27.5 USD / Hourly
- <p>We are looking for a Spanish Bilingual Customer Service Representative to join a manufacturing team in Minnesota. This long term contract-to-permanent position is ideal for someone who enjoys helping customers, solving product-related questions, and working in a fast-paced technical environment. The person in this role will support customers by identifying appropriate tooling options, addressing inquiries with professionalism, and partnering with internal and external teams to deliver strong service.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries by phone and email, providing timely support and clear guidance on product and tooling-related questions.</p><p>• Evaluate customer drawings, specifications, and application details to recommend solutions that align with operational needs.</p><p>• Enter and manage orders accurately while maintaining complete and organized customer information in company systems.</p><p>• Explain technical product information in a way that customers can easily understand and apply to their manufacturing processes.</p><p>• Work closely with colleagues, sales representatives, designers, and distribution partners to coordinate service and resolve issues efficiently.</p><p>• Support both inbound and outbound customer communication to strengthen relationships and ensure follow-up on open requests.</p><p>• Assist in resolving customer concerns by identifying practical options and helping guide them toward the best available solution.</p><p>• Contribute to additional service and administrative tasks as directed by leadership to support team goals.</p>
- 2026-11-06T00:00:00Z
- Lorain, OH
- onsite
- Temporary to Hire
- 17.1 - 18 USD / Hourly
- <p>We are looking for a Customer Service Representative to join a mission-driven non-profit organization in Lorain, Ohio. This on-site opportunity is a contract position, designed for someone who brings strong customer support experience, sound judgment, and a compassionate approach when assisting community members. The person in this role will help applicants navigate services, manage required documentation, and keep records organized and secure while contributing to a responsive and well-organized office environment.</p><p><br></p><p>Responsibilities:</p><p>• Assist clients with the application process by explaining next steps, gathering required information, and ensuring submissions are completed accurately.</p><p>• Review documents for completeness and accuracy, follow up on missing items, and maintain records in accordance with agency guidelines and confidentiality standards.</p><p>• Respond to inbound questions by phone, in person, and through virtual interactions, providing clear and courteous service to applicants and community members.</p><p>• Conduct applicant interviews, coordinate appointment scheduling, and help keep daily workflows moving efficiently.</p><p>• Enter and update case or client information in internal systems with a high level of precision and attention to detail.</p><p>• Identify issues that may delay processing, communicate concerns promptly, and support timely resolution of client service matters.</p><p>• Perform general administrative support such as typing correspondence, handling mail, organizing files, and operating standard office equipment.</p><p>• Participate in training activities and follow established procedures to support consistent service delivery across the office.</p>
- 2026-11-12T00:00:00Z
- St Paul, MN
- onsite
- Temporary / Contract
- 22 - 30 USD / Hourly
- <p>We are seeking a dedicated Spanish Bilingual Customer Service Representative to join our growing team. The successful candidate will be responsible for handling customer interactions, resolving inquiries and complaints, and ensuring the highest level of customer satisfaction.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries, handling and resolving customer complaints.</li><li>Maintain a record of customer interactions, comments, and complaints.</li><li>Follow-up on customer interactions.</li><li>Communicate and coordinate with internal departments.</li><li>Deliver excellent customer support and assist in the upgrade of our customer experience.</li><li>Handle incoming calls and emails with professionalism and active listening.</li><li>Provide accurate, appropriate, and immediate responses to all customer inquiries.</li><li>Analyze customer's needs and problem-solve as needed.</li><li>Learn about our product range and services to assist customers effectively.</li><li>Process orders, applications, and requests seamlessly.</li></ul><p><br></p>
- 2026-10-27T00:00:00Z
- Albany, NY
- onsite
- Temporary / Contract
- 19 - 21 USD / Hourly
- <p>We’re partnering with a well-respected nonprofit that is growing its Member Support team. If you want more than your next job, this temp-to-hire role offers long-term potential, strong training, room to grow your career, and excellent benefits once you’re hired permanently. You’ll join a supportive team at a well-known organization with a long history of serving its communities, and you’ll have the chance to make a real difference in the community!</p><p><strong>What You’ll Do:</strong></p><ul><li>Help members in person, by phone, and online</li><li>Answer questions and resolve service issues</li><li>Process transactions and keep accurate records</li><li>Identify member needs and suggest the right solutions</li><li>Build lasting customer relationships</li><li>Work with a collaborative, customer-focused team</li></ul><p><strong>We’re Looking For People Who:</strong></p><ul><li>Love helping others and creating a great experience</li><li>Connect easily with people and communicate clearly</li><li>Do well in a fast-paced environment</li><li>Are professional, reliable, and eager to learn</li><li>Bring flexibility and dependability to the team</li><li>Want to grow with a respected organization</li></ul><p><strong>What You’ll Need:</strong></p><ul><li>Customer service or other people-facing experience</li><li>Strong communication and problem-solving skills</li><li>Comfort picking up new systems and technology</li><li>Ability to multitask while staying accurate and professional</li></ul><p><strong>Schedule:</strong> Two-week rotation of day and evening shifts, plus every other Saturday</p><ul><li>Day: 7:00 AM – 5:00 PM</li><li>Evening: 9:00 AM – 7:00 PM</li><li>Saturday: 8:00 AM – 2:00 PM</li><li>Schedules are set in advance, with some flexibility depending on business needs</li></ul><p><strong>Great Backgrounds Include:</strong></p><ul><li>Customer Service</li><li>Retail</li><li>Hospitality</li><li>Banking</li><li>Call Center</li><li>Administrative Support</li></ul><p><strong>Easy to Get To:</strong> Locations are on the CDTA bus line, which makes commuting easy if you use public transportation.</p><p><strong>Interested? We’d love to tell you more!</strong></p><p><br></p><p>Call Parker Huguley or Mary Christman at 518-462-1430. We look forward to hearing from you!</p>
- 2026-11-12T00:00:00Z
- Chula Vista, CA
- onsite
- Temporary / Contract
- 23.98 - 23.98 USD / Hourly
- We are looking for a detail-oriented Customer Sales Support team member to join a fast-paced team in Chula Vista, California. This Long-term Contract position supports sales operations and customer relationships by handling service requests, coordinating order activity, and helping ensure timely, accurate communication across the order lifecycle. The role works closely with airline customers, repair facilities, brokers, and internal teams to deliver responsive support and maintain a high standard of service.<br><br>Responsibilities:<br>• Support airline customers, maintenance organizations, and broker partners by addressing service needs related to aftermarket spare parts and ongoing account activity.<br>• Assist customers with portal usage by guiding them through available tools, resolving access or navigation questions, and promoting effective self-service where appropriate.<br>• Enter and manage customer orders and quotations in line with established procedures, while routing specialized issues to the correct internal contacts when needed.<br>• Follow up on credit-related approvals and invoice payment matters to help move orders forward without unnecessary delays.<br>• Track customer interactions, order updates, and service actions within designated CRM and business systems to maintain accurate records.<br>• Work with shipping, provisioning, and warehouse teams to accelerate deliveries, investigate shipment status, and communicate updates to customers.<br>• Prepare regular productivity and status reporting for leadership to support visibility into daily performance and operational goals.<br>• Contribute ideas that improve service quality, workflow efficiency, and overall customer experience within a continuous improvement environment.
- 2026-10-26T00:00:00Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 85000 - 90000 USD / Yearly
- <p><em>The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p> </p><p>You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>
- 2026-10-20T00:00:00Z
- Derry, NH
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- We are looking for a Customer Care Associate to support customers with responsive, thoughtful service in a high-volume environment in Derry, New Hampshire. This position is ideal for someone who enjoys solving a wide range of questions, managing administrative tasks accurately, and creating positive interactions at every stage of the customer experience. The role offers the opportunity to build strong product and process knowledge while contributing to efficient day-to-day support operations.<br><br>Responsibilities:<br>• Respond to customer questions and service requests with professionalism, urgency, and attention to detail.<br>• Create positive experiences by resolving issues clearly and following through on each interaction from start to finish.<br>• Build a strong understanding of customer workflows and service expectations to provide accurate support.<br>• Monitor shipment activity across multiple carriers and communicate status updates as needed.<br>• Maintain organized records and complete administrative tasks that support customer care operations.<br>• Apply sound judgment and problem-solving skills to handle a variety of inquiries in a fast-moving setting.<br>• Continuously expand knowledge and use new information to improve future customer interactions.
- 2026-10-29T00:00:00Z
- Shakopee, MN
- onsite
- Temporary / Contract
- 20 - 23 USD / Hourly
- <p>Position Overview</p><p>We are seeking a friendly and service-focused Part-Time Customer Service Representative to provide exceptional support to customers and assist with day-to-day office operations. This role is ideal for someone who enjoys helping others, solving problems, and maintaining a positive customer experience in a professional environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as the first point of contact for customers via phone, email, and in person.</li><li>Respond to customer questions regarding products, services, account information, and general inquiries.</li><li>Resolve customer concerns while maintaining a professional and positive attitude.</li><li>Process requests, update records, and accurately enter information into company systems.</li><li>Maintain detailed documentation of customer interactions and follow-up activities.</li><li>Collaborate with internal departments to ensure timely resolution of customer needs.</li><li>Assist with administrative tasks including filing, data entry, and correspondence.</li><li>Support office operations and other customer service initiatives as needed.</li></ul><p><br></p>
- 2026-11-04T00:00:00Z
- Exton, PA
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- <p>Our client is looking to staff a customer-focused and highly organized Sales Support Representative to facilitate order management, maintain strong client relationships, and support day-to-day activities of the sales team. This role requires someone who can manage multiple customer requests, coordinate order processing and delivery schedules, and use sound judgement to resolve issues while maintaining a high standard of service. The ideal Sales Support Representative will detail-oriented, customer-focused, and capable of managing multiple priorities with accuracy and meeting service expectations. </p><p><br></p><p>What you get to do everyday</p><p>· Provide administrative support to sales team</p><p>· Fulfill customer inquiries</p><p>· Serve as liaison between sales team, clients, and internal departments</p><p>· Manage and update customer accounts and CRM systems</p><p>· Resolve pricing issues/errors</p><p>· Build strong customer relationships</p><p>· Review and analyze customer feedback</p><p>· Track sales leads, monitor progress, and ensure follow-up</p><p>· Provide customer quotes and pricing</p><p>· Troubleshoot data performance inquiries</p>
- 2026-10-15T00:00:00Z
- San Diego, CA
- onsite
- Temporary / Contract
- 22 - 25 USD / Hourly
- <p>Position Overview</p><p>Our client, an established insurance organization, is seeking a detail-oriented and customer-focused Sales Support Coordinator to provide administrative and operational support to the sales team. This individual will play an important role in supporting day-to-day sales activities, coordinating client communications, maintaining accurate records, and helping ensure a seamless experience for prospective and existing clients.</p><p>The ideal candidate is organized, proactive, and comfortable working in a fast-paced, deadline-driven environment. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities while providing exceptional support to sales professionals and clients.</p><p>Key Responsibilities</p><ul><li>Provide day-to-day administrative support to insurance agents, account executives, and the sales team.</li><li>Assist with preparing proposals, quotes, presentations, and other client-facing sales materials.</li><li>Coordinate the collection of client information and documentation needed for insurance applications and policy processing.</li><li>Enter, update, and maintain accurate client, prospect, and policy information within internal databases and CRM systems.</li><li>Follow up with clients, insurance carriers, and internal departments regarding outstanding documentation, quotes, renewals, and policy updates.</li><li>Assist with processing new business applications, policy changes, endorsements, and renewals.</li><li>Track sales activity, maintain pipeline reports, and assist with preparing sales performance reports.</li><li>Coordinate client meetings, appointments, and follow-up communications.</li><li>Respond to incoming client inquiries and route requests to the appropriate sales or account management team members.</li><li>Support the sales team with prospecting activities, lead tracking, and maintaining organized client records.</li><li>Assist with preparing renewal documentation and monitoring upcoming policy expiration dates.</li><li>Ensure all client documentation is organized, accurate, and maintained in accordance with company procedures.</li><li>Provide general administrative and operational support to the sales department as needed.</li></ul><p><br></p>
- 2026-11-07T00:00:00Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000 - 100000 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Coxsackie, NY
- onsite
- Temporary to Hire
- 22 - 30 USD / Hourly
- <p><strong>Customer Service Lead</strong></p><p><em>Coxsackie, NY | Contract Opportunity</em></p><p><br></p><p>Are you a customer service professional who loves creating order, improving processes, and leading by example? We're partnering with a growing manufacturing organization in <strong>Coxsackie, NY </strong>seeking a <strong>Customer Service Lead </strong>who can elevate the customer experience while helping shape the future of the department.</p><p><br></p><p>This is more than a traditional customer service role. You'll serve as a key resource for customers, collaborate across multiple departments, streamline processes, develop standard operating procedures, and help build a customer service function that is efficient, responsive, and best-in-class. If you're someone who thrives in a fast-paced environment, enjoys solving problems, and is excited by the opportunity to make a lasting impact, we'd love to hear from you.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><p><strong>Lead Process Improvement & Team Development</strong></p><ul><li>Develop and maintain Standard Operating Procedures (SOPs) to create consistency, efficiency, and scalability.</li><li>Evaluate and modernize current customer service processes, workflows, and strategies.</li><li>Identify opportunities for continuous improvement and implement solutions that enhance service quality and operational performance.</li><li>Help establish best practices and support the ongoing growth of the customer service function.</li></ul><p><strong>Deliver an Exceptional Customer Experience</strong></p><ul><li>Become a trusted product resource and assist customers with product applications, order quantities, and related inquiries.</li><li>Respond promptly and professionally to customer requests while ensuring a high level of service and satisfaction.</li><li>Manage customer orders from entry through fulfillment, verifying pricing, shipping instructions, warehouse selection, and delivery requirements.</li><li>Prepare quotations, samples, and other customer requests accurately and efficiently.</li></ul><p><strong>Drive Operational Excellence</strong></p><ul><li>Partner closely with sales, operations, production, shipping, and warehouse teams to ensure customer expectations are met.</li><li>Monitor daily customer service and shipping activity, proactively identifying and resolving issues.</li><li>Track customer concerns, order discrepancies, and service trends while maintaining detailed documentation.</li><li>Ensure accuracy, accountability, and responsiveness across all customer-facing processes.</li></ul>
- 2026-10-27T00:00:00Z
- Edina, MN
- onsite
- Temporary / Contract
- 22 - 25 USD / Hourly
- <p>Our client is seeking a motivated and service-oriented French Bilingual Customer Service Representative to support customers. This role is ideal for someone who enjoys building relationships, resolving customer concerns, and providing professional support in both French and English. The successful candidate will act as a trusted resource for customers by answering questions, processing requests, and ensuring a positive customer experience from start to finish.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as the primary point of contact for French- and English-speaking customers.</li><li>Coordinate with internal departments to resolve customer issues and ensure timely follow-up.</li><li>Monitor customer requests from initiation through resolution and provide status updates as needed.</li><li>Process orders, returns, refunds, and account changes accurately and efficiently.</li><li>Maintain detailed records of customer interactions and update information in company databases.</li><li>Educate customers on available products, services, and self-service resources.</li><li>Identify trends in customer concerns and communicate feedback to management.</li><li>Support customer retention efforts by building strong relationships and delivering a positive service experience.</li><li>Assist with special projects and administrative tasks as assigned.</li></ul><p><br></p>
- 2026-10-23T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-10-23T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 160000 - 200000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-11-12T00:00:00Z
- Hopkins, MN
- onsite
- Temporary / Contract
- 23 - 26 USD / Hourly
- <p>We are seeking a professional and customer-focused French Bilingual Customer Service Representative. In this role, you will serve as a primary point of contact for customers, providing exceptional support in both English and French. The ideal candidate has strong communication skills, enjoys helping others, and can effectively manage customer inquiries in a fast-paced environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Provide outstanding customer service in both French and English via phone, email, and other communication channels.</li><li>Resolve customer concerns efficiently while maintaining a positive customer experience.</li><li>Accurately document customer interactions and update records within company systems.</li><li>Process customer orders, account updates, and service requests.</li><li>Escalate complex issues when necessary and follow through to resolution.</li><li>Meet established performance, quality, and productivity expectations.</li></ul><p><br></p>
- 2026-10-23T00:00:00Z
- Northbrook, IL
- onsite
- Permanent / Full Time
- 45000 - 60000 USD / Yearly
- <p>Our client, a privately owned manufacturing company is looking for a proactive and detail-focused Order Entry Specialist/Customer Service Representative to support customers and internal sales activity in Northbrook, Illinois. This role plays a key part in keeping orders accurate, communications timely, and service expectations high in a fast-moving distribution environment. The ideal candidate is comfortable balancing customer interaction, order administration, and cross-functional coordination while maintaining strong follow-through. </p><p><br></p><p><strong><u>Position Details:</u></strong></p><p><strong>Schedule: </strong>100% on-site from 8:30am-5:00pm</p><p><strong>Salary: </strong>$45,000-$60,000</p><p><strong>Benefits: </strong>Health, vision, dental, 401k + match, LTD, STD, Life Insurance, FSA, PTO</p><p><br></p><p>Responsibilities:</p><p>• Process customer orders with a high degree of accuracy and ensure all information is entered correctly into the company’s order management platform.</p><p>• Respond to customer and sales team inquiries regarding product details, pricing, availability, and open order progress for assigned accounts.</p><p>• Work closely with warehouse and operations teams to confirm service status, clarify priorities, and obtain current updates on active orders.</p><p>• Visit operational areas when necessary to verify order progress firsthand and gather timely information for customer communication.</p><p>• Maintain complete and accurate notes on order activity, status updates, and follow-up actions within internal systems.</p><p>• Communicate delays, changes, or urgent issues promptly so customers remain informed and expectations are managed appropriately.</p><p>• Track requests through resolution, ensuring questions are answered fully and no customer need is left unresolved.</p><p>• Help sustain an organized communication process that supports efficient handling of daily order volume and service-related requests.</p><p><br></p><p><strong><em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster</em></strong></p>
- 2026-11-02T00:00:00Z