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1039 results for Client Services Specialist in Accountemps
- Novato, CA
- onsite
- Temporary / Contract
- 30.00 - 32.00 USD / Hourly
- We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support.<br><br>Responsibilities:<br>• Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution.<br>• Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections.<br>• Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling.<br>• Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner.<br>• Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data.<br>• Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations.<br>• Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling.<br>• Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels.<br>• Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
- 2026-10-09T22:28:49Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000.00 - 100000.00 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>
- 2026-11-06T14:48:43Z
- Bremerton, WA
- onsite
- Temporary / Contract
- 23.00 - 25.00 USD / Hourly
- <p>We are looking for an onsite Call Center Specialist to support client account activity and deliver responsive service for a Long-term Contract position based in Bremerton, Washington. This role is ideal for someone who can manage detailed account updates, handle inbound client interactions with professionalism, and maintain accurate documentation across multiple service tasks. The successful candidate will balance administrative follow-through with real-time call support while helping ensure client accounts remain current and compliant.</p><p><br></p><p>Responsibilities:</p><p>• Manage assigned follow-up tasks from counselors, managers, and payment support teams, ensuring each item is completed accurately and on time.</p><p>• Reach out to clients for scheduled payment reminders and perform routine reviews to confirm account information remains up to date.</p><p>• Handle creditor-related updates such as adjusting balances, adding or removing accounts, checking proposal progress, and communicating next steps to clients when follow-up is needed.</p><p>• Support incoming call operations during busy periods by answering initial calls, routing clients to available counselors, or continuing the conversation when transfer is not possible.</p><p>• Update Debt Management Plan records to reflect permanent or short-term payment changes requested by clients or counselors, including revisions to banking details.</p><p>• Review fee calculations tied to creditor changes to confirm compliance with applicable state guidelines and internal standards.</p><p>• Investigate payment-related concerns, resolve straightforward issues, and escalate more complex matters to the appropriate payment processing team.</p><p>• Examine newly activated enrollment accounts by reviewing financial details, creditor information, assets, and co-applicant data, and complete required account activation steps.</p><p>• Document all account activity thoroughly, complete a quality review on each account handled, and refer complaints or escalated concerns to a supervisor when necessary.</p><p>• Participate in required meetings and follow established service procedures, job aids, and performance standards in daily work.</p>
- 2026-11-10T05:34:04Z
- Santa Cruz, CA
- onsite
- Temporary / Contract
- 25.00 - 25.00 USD / Hourly
- We are looking for a customer-focused Call Center Specialist to support patient communication for a busy healthcare organization in California. This Long-term Contract position is ideal for someone who is comfortable managing a steady volume of inbound calls while providing helpful, detail-oriented service to patients. The person in this role will serve as an important first point of contact, helping callers with scheduling, message routing, and service-related requests in a fast-paced office environment.<br><br>Responsibilities:<br>• Manage a high number of inbound calls each day and respond to patient inquiries with care and empathy.<br>• Act as the initial point of contact for patients, gathering information and guiding each caller to the appropriate resource or department.<br>• Coordinate appointment scheduling and make updates to patient information as needed during call interactions.<br>• Process prescription refill requests and ensure messages are directed promptly to the appropriate clinical teams.<br>• Create and submit internal service tickets or requests to support follow-up and issue resolution.<br>• Maintain accurate call notes and complete basic administrative tasks related to daily patient communication.<br>• Work collaboratively with front office and internal teams to help maintain smooth call handling and service coverage.<br>• Deliver a positive customer service experience while meeting productivity expectations in a structured office setting.
- 2026-11-11T19:34:04Z
- Las Vegas, NV
- remote
- Permanent / Full Time
- 45000.00 - 52000.00 USD / Yearly
- <p>We are looking for a Client Service Associate to support investors and account holders with responsive, knowledgeable service. In this role, you will help clients navigate account activity, answer questions about retirement account options and alternative investments, and provide steady guidance throughout the customer journey. The ideal candidate brings a service-minded approach, strong attention to detail, and the ability to communicate clearly while handling sensitive financial information with care.</p><p><br></p><p>Responsibilities:</p><p>• Provide clear guidance to clients on account features, self-directed retirement solutions, trust structures, and digital asset-related topics in an easy-to-understand manner.</p><p>• Assist customers with transactions and account-related steps from initial setup through ongoing servicing and other lifecycle events.</p><p>• Investigate client concerns, resolve routine issues efficiently, and route more complex matters to the appropriate internal specialists.</p><p>• Maintain a strong working knowledge of available products, account structures, and investment options to deliver accurate support.</p><p>• Manage incoming work queues and daily priorities to help ensure timely follow-up and service standards are consistently met.</p><p>• Support routine servicing needs such as account updates, maintenance requests, and basic technical assistance.</p><p>• Document customer conversations and service activities thoroughly and accurately within company systems.</p><p>• Work closely with partners across multiple teams to deliver a consistent and seamless client experience.</p><p>• Stay informed on company policies and applicable industry regulations related to self-directed retirement accounts.</p><p>• Contribute to team development by participating in meetings, coaching sessions, training, and process improvement efforts, including thoughtful use of AI tools and sharing productivity best practices.</p>
- 2026-10-28T20:48:44Z
- Deerfield Beach, FL
- onsite
- Temporary / Contract
- 19.95 - 23.10 USD / Hourly
- We are looking for a Customer Success Specialist to join our team in Florida on a contract basis. This in-office role is centered on delivering a high-quality customer experience by supporting clients throughout the order lifecycle and serving as a key link between sales, service, and logistics. The position will help strengthen customer relationships, coordinate order activity, and ensure responsive communication across internal teams and external accounts.<br><br>Responsibilities:<br>• Build positive, long-term relationships with customers by providing attentive service and representing the company with strong attention to detail.<br>• Support post-sale customer needs by coordinating warranty assistance, answering service-related questions, and guiding clients to appropriate resources.<br>• Enter and manage customer account information in the company CRM and process sales orders, acknowledgements, and pro forma invoices with accuracy.<br>• Track open orders, confirm production lead times, and keep customers informed of shipment schedules or any changes affecting delivery.<br>• Partner with internal teams to address order delays, help prioritize urgent requests, and maintain a smooth fulfillment process.<br>• Record customer comments, concerns, and compliments in the appropriate system and escalate service issues to the right department when needed.<br>• Maintain warranty records and ensure related documentation is updated promptly and accurately.<br>• Assist with shipping coordination by preparing required documentation and helping arrange outbound deliveries based on customer expectations.<br>• Provide operational support for warehouse and inventory activities, including stock monitoring and periodic inventory counts as needed.
- 2026-11-10T20:53:47Z
- Austin, TX
- onsite
- Temporary / Contract
- 28.00 - 32.00 USD / Hourly
- <p><strong>Robert Half</strong> is actively partnering with an Austin-based client to identify an <strong>IT Support Specialist (contract).</strong> In this role, you are responsible for providing advanced technical support, systems administration, infrastructure maintenance, and project coordination for a multi-site organization. This role serves as an escalation point for complex technology issues while ensuring the stability, security, and performance of systems that support both clinical and business operations. <strong>This role is onsite in Austin, Tx. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide Tier 2 support for escalated hardware, software, network, and system issues</li><li>Troubleshoot and support desktops, laptops, mobile devices, printers, VoIP systems, and other peripherals</li><li>Administer user accounts, permissions, group policies, and multi-factor authentication solutions</li><li>Support Microsoft 365, Active Directory, server environments, and endpoint management platforms</li><li>Assist with network administration, connectivity issues, wireless infrastructure, and firewall troubleshooting</li><li>Monitor system performance, availability, and security to ensure reliable operations</li><li>Support business-critical applications and coordinate issue resolution with vendors and internal stakeholders</li><li>Maintain technical documentation, knowledge base articles, and standard operating procedures</li><li>Participate in technology deployments, upgrades, hardware refreshes, and infrastructure projects</li><li>Identify and recommend process and technology improvements that enhance operational efficiency</li><li>Provide guidance and knowledge sharing to junior team members and end users</li><li>Ensure adherence to organizational security standards, compliance requirements, and IT best practices</li></ul><p><br></p>
- 2026-10-26T13:28:44Z
- Pennsauken, NJ
- onsite
- Temporary / Contract
- 19.00 - 20.00 USD / Hourly
- <p>We are seeking a detail-oriented Call Center Specialist with experience handling a high-volume ordering process in a fast-paced environment. The ideal Call Center Specialist will have a strong background managing high call volume and supporting customers through both phone and chat channels. Based on general knowledge.</p><ul><li>Process a high volume of customer orders accurately and efficiently. </li><li>Handle inbound and outbound calls in a fast-paced call center environment.</li><li>Respond to customer inquiries via phone and chat with professionalism and urgency. </li><li>Enter and update order information in company systems with a high level of accuracy. </li><li>Resolve customer issues related to orders, product availability, shipping, and account questions. </li><li>Maintain strong service levels while managing multiple priorities throughout the day. </li><li>Collaborate with internal teams to ensure timely and accurate order fulfillment.</li></ul>
- 2026-10-22T20:33:44Z
- Buffalo, NY
- onsite
- Temporary / Contract
- 18.00 - 20.00 USD / Hourly
- We are looking for a Tenet Service Specialist to support tenant services operations in Buffalo, New York. This is a Contract position suited for an administrative specialist who can manage sensitive records with accuracy, discretion, and a strong customer service mindset. The ideal candidate will help maintain organized documentation, respond to tenant inquiries, and provide dependable front-office support while handling confidential information in compliance with privacy standards.<br><br>Responsibilities:<br>• Manage administrative records and maintain accurate tenant-related documentation in a secure and organized manner.<br>• Respond to inbound calls, greet visitors, and direct inquiries to the appropriate staff members with professionalism and courtesy.<br>• Enter, update, and verify data in office systems to ensure records remain complete and current.<br>• Provide day-to-day administrative support for tenant services activities, including filing, correspondence, and document preparation.<br>• Handle confidential information with care and follow all applicable privacy and access requirements.<br>• Support office reception functions by monitoring communications, assisting walk-in visitors, and maintaining an orderly front desk environment.
- 2026-11-03T15:28:46Z
- Stoneham, MA
- onsite
- Permanent / Full Time
- 60000.00 - 61000.00 USD / Yearly
- We are looking for an experienced customer contact center specialist to support clients with a wide range of banking service needs. This position focuses on delivering responsive, accurate assistance across digital and traditional service channels while maintaining a high standard of service. The ideal candidate brings strong financial services experience, sound operational judgment, and a commitment to creating positive customer experiences.<br><br>Responsibilities:<br>• Guide customers in using digital banking resources, including online and mobile platforms, to help them complete everyday banking activities confidently.<br>• Respond to client questions promptly and handle account-related requests with accuracy, discretion, and attention to detail.<br>• Process routine banking transactions while ensuring service quality, compliance, and a positive customer experience.<br>• Support customer interactions across both face-to-face and remote channels, adapting communication style to meet individual needs.<br>• Maintain strict adherence to security protocols, internal policies, and regulatory standards during every customer interaction.<br>• Collaborate with team members to resolve service issues efficiently and contribute to smooth day-to-day contact center operations.<br>• Represent the organization in customer- and community-facing activities that strengthen client relationships and brand presence.
- 2026-10-23T14:48:44Z
- Oak Ridge, TN
- onsite
- Temporary / Contract
- 25.00 - 27.50 USD / Hourly
- <p>We are looking for a Customer Success Specialist to join a contract assignment in Tennessee. This position supports customer service operations by strengthening team processes, guiding new hires, and promoting consistent service delivery. The ideal candidate brings hands-on customer support experience, communicates clearly, and can quickly become a trusted resource on internal tools and workflow standards.</p><p><br></p><p>Responsibilities:</p><p>• Create and refine operating procedures that give the customer support team clear, repeatable guidance for daily work.</p><p>• Lead onboarding and practical instruction for new team members, covering service expectations, policies, workflows, and support tools.</p><p>• Build familiarity with internal platforms and act as a go-to resource for teammates who need help navigating systems or resolving process questions.</p><p>• Provide coaching and hands-on training that improves employee confidence, accuracy, and productivity in customer-facing tasks.</p><p>• Support the growth of the support function by contributing to team development, process standardization, and efficient onboarding practices.</p><p>• Review support activity to help maintain strong service quality, dependable responses, and consistent execution across the team.</p><p>• Step in on more complex customer concerns, investigate issues thoroughly, and deliver timely, effective resolutions.</p><p>• Evaluate current workflows to uncover inefficiencies and recommend practical improvements that strengthen customer satisfaction and operational effectiveness.</p><p>• Work closely with leadership to roll out service policies, training approaches, and support strategies aligned with business goals.</p><p><br></p><p>For Immediate consideration please call Lauren Bond 865-370-2212 </p>
- 2026-11-09T15:34:03Z
- Las Vegas, NV
- onsite
- Temporary / Contract
- 25.00 - 35.00 USD / Hourly
- <p>We are looking for a Banking Operations Specialist to join a high-service banking team in Nevada. This position is suited for a detail-oriented banking specialist who can balance client-facing support with operational execution while maintaining accuracy, responsiveness, and strong service standards. The role works closely with relationship-focused and operational leaders to keep daily banking activity running efficiently and to deliver a seamless experience for internal and external partners.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate day-to-day banking support activities across client service, operational, and servicing functions to help maintain smooth workflow and timely resolution of requests.</p><p>• Execute and support money movement activities, including wire-related tasks, transaction handling, and associated banking service requests with close attention to accuracy and policy adherence.</p><p>• Provide operational assistance to relationship-based teams and leadership by organizing requests, following through on service needs, and helping manage competing priorities.</p><p>• Collaborate with Relationship Managers, Business Development Officers, Market Executives, and operations personnel to ensure banking needs are addressed promptly and effectively.</p><p>• Deliver a high-touch service experience by responding quickly, communicating clearly, and assisting with issues that require discretion, urgency, and strong follow-up.</p><p>• Help identify and resolve day-to-day operational bottlenecks, escalating concerns when needed to support a small team with significant service demand.</p><p>• Assist with treasury-related support and general account servicing activities to strengthen overall banking operations and client satisfaction.</p><p>• Contribute to branch and transaction-related functions such as deposit support, cash handling, check-related activity, and routine banking assistance when applicable.</p>
- 2026-10-15T23:58:42Z
- Honolulu, HI
- onsite
- Temporary / Contract
- 22.00 - 24.00 USD / Hourly
- <p>We are looking for a <strong><em>onsite Customer Experience Specialist</em></strong> to support a Financial Services team in Honolulu, Hawaii. This Long-term Contract position focuses on delivering responsive service to customers while assisting with claims-related administrative work in a fast-paced environment. The ideal candidate brings strong organizational skills, accuracy with data, and the ability to handle customer interactions efficiently.</p><p><br></p><p><strong><u>Preference will be given to Hawaii residents due to the nature of this opportunity.</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Provide front-line support to internal and external customers by answering inquiries, managing email correspondence, and handling inbound and outbound communication.</p><p>• Review and process claims documentation accurately, ensuring information is complete and submitted within established timelines.</p><p>• Confirm insurance details by checking coverage information and resolving discrepancies through careful follow-up.</p><p>• Enter, update, and maintain claim and customer records with a high degree of precision across required tracking tools and databases.</p><p>• Keep detailed operational logs and prepare routine reports to support department visibility and workflow monitoring.</p><p>• Assist the claims team with day-to-day administrative tasks that help maintain smooth and efficient department operations.</p>
- 2026-10-13T17:48:42Z
- West Chicago, IL
- onsite
- Temporary to Hire
- 21.85 - 25.30 USD / Hourly
- <p>We are looking for a Customer Experience Specialist to support clients and coordinate project-related activities for a construction-focused business in West Chicago, Illinois. This contract position with the potential to become permanent is ideal for someone who combines strong customer service skills with the ability to stay organized, communicate clearly, and manage multiple priorities in a fast-paced office environment. The right candidate will help customers with orders, documentation, and delivery coordination while contributing to a smooth and detail-focused client experience.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for customers by responding to questions, resolving service issues, and providing timely updates on orders and project needs.</p><p>• Coordinate delivery schedules with internal teams and customers to help ensure materials arrive accurately and on time.</p><p>• Prepare, review, and send drawing packages, submittals, and related project documents to customers with close attention to detail.</p><p>• Enter and maintain records of document activity, customer interactions, and project updates in company systems.</p><p>• Support project coordination tasks by tracking milestones, following up on outstanding items, and helping move work forward efficiently.</p><p>• Review drawings and dimensions when needed to better understand customer requirements and assist with order or project-related questions.</p><p>• Troubleshoot customer concerns by identifying the issue, gathering the right information, and escalating matters appropriately when necessary.</p><p>• Use email, phone, and computer-based tools to manage communication across multiple customer accounts and internal contacts.</p><p><br></p><p><br></p>
- 2026-11-11T15:58:43Z
- Newtown, PA
- onsite
- Permanent / Full Time
- 60000.00 - 80000.00 USD / Yearly
- We are looking for a Client Services Representative to support a fast-paced public accounting environment. This role serves as a key point of contact for clients, helping ensure information is gathered accurately, timelines are met, and service remains consistent and dependable throughout the engagement lifecycle. The ideal candidate brings prior experience within an accounting firm and can confidently manage administrative, document, and client-facing tasks with a high degree of discretion.<br><br>Responsibilities:<br>• Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions.<br>• Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use.<br>• Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule.<br>• Draft engagement letters, written client communications, and other administrative materials needed to support daily operations.<br>• Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs.<br>• Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems.<br>• Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks.<br>• Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines.<br>• Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
- 2026-10-30T11:23:46Z
- Las Vegas, NV
- remote
- Permanent / Full Time
- 45000.00 - 52000.00 USD / Yearly
- <p>We are looking for a Client Onboarding Specialist to support new clients as they move through the account setup and funding journey. In this role, you will deliver a smooth, well-organized onboarding experience by answering process questions, coordinating key touchpoints, and ensuring documentation is complete and accurate. The ideal candidate brings a service-focused approach, strong attention to detail, and the ability to work across teams while handling sensitive financial information with care.</p><p><br></p><p>Responsibilities:</p><p>• Lead clients through available account funding methods, including cash deposits, contributions, rollovers, and in-kind transfers, while clearly explaining required paperwork and next steps without offering tax, legal, or investment guidance.</p><p>• Manage scheduled onboarding conversations from the initial welcome call through the transition to the service team, including portal orientation, security guidance, investment process education, reporting overviews, progress reviews, and final handoff coordination.</p><p>• Examine submitted forms and supporting documents for completeness and accuracy, and follow up promptly to obtain any outstanding beneficiary or account information.</p><p>• Maintain precise client data in HubSpot and verify that call activity is properly captured through Talkdesk for reliable recordkeeping.</p><p>• Take immediate ownership of company-related service issues by communicating with clients the same day, documenting the matter, and setting clear expectations for resolution.</p><p>• Conduct client check-ins tied to onboarding quality and satisfaction, then escalate concerns or complete follow-up actions according to established service standards.</p><p>• Apply approved discretion for fees and processing decisions when appropriate, and direct sales-related account matters through the correct internal channels.</p><p>• Collaborate with Sales, Relationship Management, Operations, Marketing, Technology, Product, and Compliance to improve the client experience and recommend workflow enhancements as manual processes become more automated.</p><p>• Use AI-enabled and productivity tools responsibly to improve efficiency, protect regulated information, and share effective practices that strengthen team performance.</p>
- 2026-11-09T20:48:44Z
- Phoenix, AZ
- onsite
- Temporary / Contract
- 25.00 - 28.00 USD / Hourly
- We are looking for a detail-oriented Customer Account Specialist to support order administration and customer account activity in Phoenix, Arizona. This is a Long-term Contract position that begins with onsite training and is expected to move to a hybrid schedule with at least two onsite days per week based on business needs. The ideal candidate brings strong analytical judgment, a service-focused mindset, and the ability to manage a high volume of transactions while maintaining accuracy. This role works closely with internal teams and external customers to keep orders moving efficiently, address issues proactively, and uphold compliance requirements.<br><br>Responsibilities:<br>• Manage a large portfolio of active customer orders each day, ensuring records are updated accurately and transactions are completed in a timely manner.<br>• Serve as a primary point of contact for internal partners and external customers by responding to account questions, providing order updates, and resolving service-related concerns.<br>• Oversee repair order activities from initial receipt through final billing, including order acknowledgment, pricing support, exchanges, and invoice processing.<br>• Review customer agreements and apply contract terms correctly when entering, processing, and fulfilling account requests.<br>• Monitor order flow and delivery commitments to identify potential delays early and take action to reduce service risks and possible financial exposure.<br>• Evaluate warranty requests to confirm eligibility and determine the appropriate next steps for disposition and resolution.<br>• Maintain compliance with applicable trade and regulatory requirements throughout order handling and customer account administration.<br>• Support operational processes tied to contract administration, quality expectations, and related account documentation as required.
- 2026-10-29T15:08:45Z
- Northbrook, IL
- onsite
- Permanent / Full Time
- 45000.00 - 60000.00 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>
- 2026-11-02T21:28:44Z
- Milton, MA
- onsite
- Temporary / Contract
- 25.00 - 30.00 USD / Hourly
- <p>We are looking for an experienced Loan Servicing Specialist to support a banking organization in Milton, Massachusetts on a Contract basis. This role focuses on day-to-day servicing activities across mortgage and consumer loan portfolios, with an emphasis on mortgage operations. The ideal candidate will bring strong knowledge of escrow administration, insurance and tax monitoring, loan setup, and title-related follow-up while working effectively within established servicing systems.</p><p><br></p><p>Responsibilities:</p><p>• Manage ongoing servicing tasks for mortgage loans and assist with consumer loan servicing activities as needed.</p><p>• Set up newly originated or transferred loans in the servicing platform, ensuring data is entered accurately and completely.</p><p>• Administer escrow functions by reviewing and processing tax and insurance items tied to serviced accounts.</p><p>• Monitor insurance coverage and verify policy information to help maintain compliant and active loan records.</p><p>• Track title documentation and follow up on outstanding items to support complete and accurate collateral files.</p><p>• Review servicing records for accuracy, identify discrepancies, and resolve issues in a timely manner.</p><p>• Work within core loan servicing systems, including a strong preference for experience with , to process and maintain loan data.</p><p>• Coordinate with internal teams and external parties to support smooth servicing operations and address account-related questions.</p>
- 2026-11-10T13:38:44Z
- Social Circle, GA
- onsite
- Temporary / Contract
- 26.00 - 27.00 USD / Hourly
- <p>. This long-term contract position offers the opportunity to work closely with customers and internal teams to address requests, share updates, and keep client programs running smoothly. The role is best suited for someone who communicates clearly, stays organized, and is comfortable handling administrative and service-related tasks in a structured environment.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong client relationships through regular communication, timely follow-up, and careful resolution of routine and escalated concerns.</p><p>• Manage client support activities such as onboarding assistance, account administration, reporting coordination, and program-related requests.</p><p>• Collaborate with service operations and other internal partners to help meet account expectations and maintain agreed service performance.</p><p>• Gather customer needs and relay important details to the appropriate internal teams while helping address service issues and identify improvement opportunities.</p><p>• Coordinate system setup, user access, usability support, and client training to help ensure a smooth customer experience.</p><p>• Prepare and distribute standard operating procedures, reports, data summaries, and dispatch-related updates for assigned accounts.</p><p>• Lead scheduled client check-in calls to provide status updates, answer questions, and share relevant program information.</p><p>• Offer day-to-day guidance and basic training support to teammates when questions arise around processes or tools.</p><p>• Complete assigned tasks by following established procedures, escalating issues when needed, and working under close supervision to deliver accurate results.</p>
- 2026-11-11T17:13:46Z
- Irvine, CA
- onsite
- Temporary / Contract
- 30.00 - 34.00 USD / Hourly
- We are looking for a proactive Client Service Coordinator to provide onsite support in Irvine, California for a busy brokerage team. This Long-term Contract position is ideal for someone who can stay organized, communicate confidently with clients and internal partners, and manage transaction-related work with limited supervision in a fast-moving environment. The role supports team members with different working styles, so success will require adaptability, sound judgment, and strong follow-through.<br><br>Responsibilities:<br>• Coordinate client and brokerage transactions from initiation through closeout, keeping activities on schedule and ensuring each stage is completed accurately.<br>• Draft, organize, and process contracts, forms, and supporting transaction records while maintaining complete and up-to-date documentation.<br>• Provide day-to-day administrative assistance to assigned brokers, anticipating needs and helping keep operational tasks on track.<br>• Review and submit vouchers, commissions, and related payment materials with careful attention to timing and accuracy.<br>• Monitor transaction status, maintain reporting details, and update records to support visibility into milestones and deliverables.<br>• Serve as a detail-focused point of contact for clients and stakeholders, sharing updates clearly and responding to inquiries in a timely manner.<br>• Manage multiple priorities independently in an onsite, fast-paced setting where team members may be traveling or working away from the office.<br>• Ensure files, correspondence, and transaction information are organized in a manner that supports compliance, accessibility, and efficient follow-up.
- 2026-11-10T14:08:44Z
- Seattle, WA
- onsite
- Temporary / Contract
- 23.75 - 25.00 USD / Hourly
- We are looking for a Customer Experience Specialist to join our seasonal holiday team in Seattle, Washington. This Contract position is ideal for someone who thrives in a fast-moving customer support setting and enjoys creating positive experiences through thoughtful, responsive service. The person in this role will assist customers across multiple channels, resolve inquiries with care, and contribute to a collaborative team environment during a high-demand season.<br><br>Responsibilities:<br>• Manage a large volume of customer contacts each day while maintaining accuracy, professionalism, and a customer-focused approach.<br>• Handle order requests, product exchanges, and return transactions in accordance with established service guidelines and company policies.<br>• Document customer concerns and feedback thoroughly, and route more complex matters to the appropriate team for further resolution.<br>• Provide clear and courteous support through phone and email interactions so customers feel heard, informed, and supported.<br>• Use multiple browser windows and internal tools efficiently to research issues and complete service tasks in a timely manner.<br>• Partner with team members to foster a positive, helpful, and solutions-driven atmosphere throughout the holiday season.<br>• Troubleshoot common customer connectivity concerns and guide users toward practical next steps when issues arise.
- 2026-11-11T18:43:43Z
- Canonsburg, PA
- onsite
- Permanent / Full Time
- 65000.00 - 80000.00 USD / Yearly
- <p>.We are seeking a customer-focused Account Specialist to serve as the primary contact for a portfolio of customer accounts. In this role, you'll partner closely with sales, operations, production, and accounting teams to ensure orders are processed accurately, delivered on time, and supported with exceptional customer service.</p><p>This position is ideal for someone who enjoys building relationships, solving problems, and coordinating across multiple departments in a fast-paced manufacturing environment.</p><p>What You'll Do</p><ul><li>Serve as the main point of contact for assigned customer accounts.</li><li>Prepare quotes, enter orders, process order changes, and provide timely status updates.</li><li>Coordinate with operations and production teams to confirm lead times and delivery schedules.</li><li>Support the sales team by verifying pricing, product specifications, and order details.</li><li>Track and resolve customer inquiries, complaints, and returns.</li><li>Monitor open orders and proactively communicate potential issues before they impact customers.</li><li>Maintain accurate customer records and account documentation.</li><li>Manage customer procurement portals, including order, pricing, and invoice uploads.</li><li>Partner with accounting on billing inquiries and credit-related matters.</li><li>Assist with logistics and shipping coordination as needed.</li><li>Provide coverage and support for team members during peak workloads or absences.</li></ul><p>Growth Opportunity</p><p>Successful Account Specialists often evolve into trusted business partners for both customers and internal teams. As you develop knowledge of customer operations, products, and purchasing trends, you'll have opportunities to:</p><ul><li>Identify additional products and solutions that support customer needs.</li><li>Recognize purchasing patterns and proactively address changing requirements.</li><li>Build strong customer relationships and become a valued resource and advisor.</li><li>Contribute to customer retention and long-term account growth.</li></ul><p><br></p>
- 2026-10-08T16:33:47Z
- Matthews, NC
- onsite
- Temporary to Hire
- 20.59 - 23.84 USD / Hourly
- We are looking for an Administrative & Tax Support Specialist to join a collaborative accounting office in North Carolina. This contract opportunity is ideal for someone who enjoys keeping operations organized, supporting client-facing processes, and contributing to a collaborative team environment. In this role, you will help coordinate tax-related documentation, maintain accurate records, and provide dependable administrative support that keeps daily workflows moving efficiently.<br><br>Responsibilities:<br>• Welcome visitors, answer incoming calls, and handle front-desk activities to support smooth day-to-day office operations.<br>• Communicate with clients to request needed tax forms, clarify document needs, and help keep filing timelines on track.<br>• Collect, sort, scan, and upload client records into the appropriate digital platforms with a high level of accuracy.<br>• Maintain organized electronic files and verify that documentation is properly labeled, stored, and easy to retrieve.<br>• Use tools such as Gather and SafeSend to assist with the collection and delivery of tax-related documents.<br>• Prepare and organize materials within CCH Axcess so tax files are complete and ready for the preparation process.<br>• Review supporting paperwork to confirm required information has been received and categorized correctly before processing.<br>• Assist with annual reporting tasks and provide administrative help for ongoing client service needs.<br>• Contribute to office efficiency by supporting process improvements and adapting to technology updates as needed.
- 2026-11-11T14:58:17Z
- Mount Hope Nt, OH
- onsite
- Temporary to Hire
- 17.00 - 17.00 USD / Hourly
- <p>We are looking for a Customer Service Representative to join a construction services team in Ohio. This contract opportunity with potential for a permanent role is ideal for someone who enjoys helping customers, managing service-related inquiries, and supporting order processing in a fast-paced onsite environment. In this role, you will communicate with customers and coordinate information related to service, shipping updates, and general support requests. The position includes a structured onboarding program with classroom training followed by guided hands-on learning.</p><p><br></p><p>Responsibilities:</p><p>• Respond to a steady volume of inbound customer calls and provide attentive assistance with service-related questions.</p><p>• Place outbound calls as needed to confirm details, follow up on requests, or share updates with customers.</p><p>• Support customers by addressing concerns related to garage door service and directing issues to the appropriate team members.</p><p>• Enter and update customer orders accurately while maintaining complete and organized records.</p><p>• Provide shipment status information and answer questions regarding order progress and delivery details.</p><p>• Coordinate service requests and ensure customer needs are documented clearly for technicians and internal teams.</p><p>• Use Microsoft Outlook and Excel to manage communication, track information, and support daily administrative tasks.</p><p>• Participate in classroom training and side-by-side shadowing to build product knowledge and service proficiency.</p>
- 2026-11-06T17:44:06Z