676 Results for Customer Service Representative Jobs in Accountemps

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Client Services Specialist

Irving, TX
onsite
Temporary / Contract
22.80 - 23.00 USD / Hourly
We are looking for a Client Services Specialist to support event operations and deliver a high-quality experience for attendees, exhibitors, and internal teams in Irving, Texas. This is a Contract position with an initial 12-week term and the potential to transition into a longer-term opportunity. The person in this role will serve as a key point of contact, helping coordinate event-related services, resolve questions efficiently, and improve communication across multiple programs and live events. Responsibilities: • Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion. • Review event-related web content regularly to confirm information is accurate, easy to navigate, and aligned with program needs. • Troubleshoot registration and service-related concerns by identifying root causes and applying practical solutions. • Work closely with internal departments and external partners to introduce service improvements that strengthen the overall event experience. • Process and update registrations across multiple platforms with a high level of accuracy and attention to detail. • Track exhibitor timelines, service needs, and communications to keep deliverables organized and stakeholders informed. • Coordinate with operations teams to prepare exhibitor pricing materials and support rate structure planning. • Create and maintain exhibitor service documentation, including vendor details, service options, and booth compliance guidelines for assigned events. • Travel as needed to conferences, trade shows, client locations, and vendor meetings to support event execution. • Contribute to additional event and client service activities as business needs evolve.
2026-10-26T12:58:42Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000.00 - 90000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience? A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth. What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:<ul><li>Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.</li><li>Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.</li><li>Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.</li><li>Maintaining accurate client records and workflow tracking within CRM and financial planning systems.</li><li>Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.</li><li>Coordinating advisor calendars and scheduling client meetings.</li><li>Monitoring operational workflows, compliance requirements, and regulatory documentation.</li><li>Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.</li><li>Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.</li><li>Assisting with social media content and digital engagement efforts across multiple platforms.</li><li>Providing ongoing operational support and helping drive process improvements across the practice</li></ul>Why Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
2026-10-26T18:18:46Z

Client Care Coordinator

Ridgefield, CT
onsite
Temporary to Hire
21.00 - 22.00 USD / Hourly
We are looking for a Client Care Coordinator to support a non-profit organization in Ridgefield, Connecticut by delivering responsive, compassionate service to clients and their families. This contract-to-permanent opportunity is ideal for someone who excels at communication, organization, and building trust while coordinating care needs. In this role, you will help maintain accurate client records, support caregiver-client alignment, and contribute to a positive service experience from initial follow-up through ongoing care coordination. Responsibilities: • Maintain consistent communication with clients and families to confirm satisfaction, identify changing needs, and resolve concerns in a timely manner. • Collect, review, and update medical and personal details in client records while handling sensitive information with discretion and regulatory awareness. • Partner with clients and caregivers to align each family with the most appropriate caregiver based on care requirements, preferences, and availability. • Organize schedules and facilitate clear communication between clients and caregivers to promote dependable, uninterrupted service. • Work closely with internal team members to strengthen service delivery practices and improve the overall client experience. • Provide day-to-day assistance to clients and family members with empathy, professionalism, and a solutions-focused approach. • Monitor ongoing care arrangements and escalate issues when needed to help ensure quality support and continuity of care.
2026-11-09T16:24:04Z

Call Center Specialist

Gurnee, IL
remote
Temporary / Contract
22.00 - 24.00 USD / Hourly
We are looking for a Remote Call Center Specialist to join a Contract position supporting national referral intake operations. In this role, you will coordinate referral activity from initial intake through resolution, helping maintain smooth communication between partner organizations, franchise locations, and internal teams. The ideal candidate brings strong organization, sound judgment, and a customer-focused approach to a fast-moving environment where accuracy and responsiveness are essential. Responsibilities:• Receive and review incoming referral details, ensuring information is complete, accurate, and ready for processing.• Coordinate referral workflows from intake to final resolution while maintaining timely updates across all involved parties.• Serve as a key point of communication for national partners, franchise locations, and internal stakeholders to support efficient case handling.• Monitor requirements and documentation to help maintain compliance with established processes and service expectations.• Support day-to-day execution of centralized intake operations, including coordination with offshore support staff for consistent workflow coverage.• Identify discrepancies, resolve routine issues independently, and escalate complex concerns when broader support is needed.• Prioritize multiple active requests in a deadline-driven setting while maintaining high service quality and attention to detail.• Use Microsoft Office tools and customer service systems to track activity, document updates, and report information accurately.
2026-11-03T23:28:43Z

Senior Client Services Specialist

Irving, TX
onsite
Temporary / Contract
20.00 - 23.00 USD / Hourly
We are looking for a Senior Client Services Specialist to join our team in a Contract role. This 12-week opportunity is ideal for a client-focused specialist who can manage commercial portfolio support, strengthen exhibitor and stakeholder relationships, and help deliver high-quality event experiences. The position combines day-to-day service coordination with process improvement, cross-functional collaboration, and occasional travel to support on-site event operations. Responsibilities: • Act as the main point of contact for assigned commercial accounts, delivering responsive support and building strong client relationships throughout the event lifecycle. • Create and carry out outreach efforts that keep clients informed, address questions early, and encourage greater participation and satisfaction. • Gather input from exhibitors and internal partners, review service workflows, and recommend practical changes that improve the overall customer experience. • Work closely with cross-functional teams to coordinate service delivery, resolve issues efficiently, and maintain smooth operational execution. • Travel to event sites as needed to oversee service areas, support floor operations, and help ensure a well-organized experience for clients and attendees. • Partner with contractors and external vendors to align service expectations, support event execution, and maintain productive working relationships. • Contribute to the preparation and review of exhibitor service materials, ensuring information is clear, accurate, and aligned with event policies and safety requirements. • Assist with financial and account-related activities such as billing coordination, reconciliations, and other support tied to client service operations when needed.
2026-10-19T13:13:44Z

Associate Global Forwarding Agent

Southfield, MI
onsite
Temporary / Contract
19.95 - 22.00 USD / Hourly
We are looking for an Associate Global Forwarding Agent to support international shipment coordination and customer service activities. This is a Contract position offering the opportunity to work closely with customers, internal teams, agents, and vendors to keep freight moving accurately and on schedule. The ideal candidate is organized, responsive, and comfortable managing documentation, shipment updates, and service-related inquiries in a fast-paced environment. Responsibilities: • Coordinate day-to-day activities for international shipments, from purchase order receipt through final cargo delivery, while keeping milestones on track. • Review shipping instructions, routing details, Incoterms, documents, and key dates to maintain accurate and complete shipment records. • Respond to customer questions with timely, attentive communication and provide support using foundational knowledge of global forwarding processes. • Prepare and manage shipment-related documentation to help ensure compliance with customer procedures and operational standards. • Assist with pricing activities by developing straightforward customer quotations and supporting rate-related inquiries. • Work collaboratively with branch teams, overseas offices, external agents, and service providers to resolve issues and support shipment execution. • Follow established standard operating procedures and customer-specific instructions to maintain consistent service quality. • Monitor data accuracy across shipment files and update information promptly to support operational integrity. • Contribute to a positive team environment and take on additional logistics or administrative tasks based on business needs.
2026-10-28T16:28:48Z

Collections Representative

Bloomington, MN
onsite
Temporary / Contract
18.00 - 22.00 USD / Hourly
Are you an experienced Collections Representative looking to take the next step in your career? We are seeking motivated, detail-oriented professionals to join a leading Fortune 500 healthcare organization in a fully remote role! This is an exciting opportunity to work with a nationally recognized healthcare company while gaining valuable experience in medical billing, insurance collections, and revenue cycle operations. What You'll Do:<ul><li>Manage and follow up on outstanding healthcare accounts receivable balances to ensure timely payment and resolution.</li><li>Contact insurance companies, payers, and other responsible parties to investigate unpaid or underpaid claims.</li><li>Research and resolve billing discrepancies, denied claims, and payment issues.</li><li>Review account histories, insurance information, and payment records to determine appropriate next steps.</li><li>Utilize billing systems, payer portals, and internal resources to track collection activity and document account updates.</li><li>Meet productivity, quality, and collection goals while maintaining accuracy and professionalism.</li><li>Collaborate with internal teams to resolve complex billing and reimbursement issues.</li></ul>
2026-10-23T14:33:44Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
24.00 - 28.00 USD / Hourly
We are looking for a Client Services Specialist to support event participants, exhibitors, and internal teams by delivering responsive, high-quality service throughout the event lifecycle. This is a Contract position based in Irving, Texas offering an initial 12-week assignment with potential for longer-term opportunity. The person in this role will help ensure registration, exhibitor services, and event communications run smoothly while contributing ideas that strengthen the overall customer experience. Responsibilities:• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.• Take on additional assignments that support team objectives and evolving business needs.
2026-10-19T15:23:44Z

Customer Success Specialist

Wilmington, DE
onsite
Temporary to Hire
19.00 - 19.00 USD / Hourly
We are looking for a Customer Success Specialist/Claims Processor to support individuals with questions related to unclaimed property claims. This contract opportunity with permanent potential is ideal for someone who is comfortable managing a high volume of inbound calls, guiding customers through claim-related questions, and completing accurate follow-up work in a fast-paced environment. The person in this role will combine strong service skills with careful documentation and sound judgment to help ensure each claim is handled thoroughly and professionally. Responsibilities:• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.• Enter, review, and validate claim data according to established procedures and quality expectations.• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.• Support additional administrative assignments and special projects as business needs require.
2026-10-23T12:53:41Z

Customer Account Specialist

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. Responsibilities: • Manage a large portfolio of active customer orders each day, ensuring records are updated accurately and transactions are completed in a timely manner. • 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. • Oversee repair order activities from initial receipt through final billing, including order acknowledgment, pricing support, exchanges, and invoice processing. • Review customer agreements and apply contract terms correctly when entering, processing, and fulfilling account requests. • Monitor order flow and delivery commitments to identify potential delays early and take action to reduce service risks and possible financial exposure. • Evaluate warranty requests to confirm eligibility and determine the appropriate next steps for disposition and resolution. • Maintain compliance with applicable trade and regulatory requirements throughout order handling and customer account administration. • Support operational processes tied to contract administration, quality expectations, and related account documentation as required.
2026-10-29T15:08:45Z

Logistics Customer Service

Columbia City, IN
onsite
Temporary to Hire
20.00 - 25.00 USD / Hourly
We are looking for a Logistics Customer Service Specialist for a Contract to Permanent position based in Columbia City, Indiana. This role is essential in ensuring smooth warehouse operations by managing supply chain procedures, coordinating deliveries, and handling shipping documentation. The ideal candidate is highly organized, detail-oriented, and capable of maintaining accurate records while ensuring timely order fulfillment. Responsibilities: • Coordinate shipments based on product availability and customer requests, ensuring timely and accurate delivery. • Monitor and track orders, booking freight appointments to meet delivery deadlines. • Prepare and process both physical and electronic shipping documents, including purchase orders, sales orders, and bills of lading. • Optimize supply chain procedures to improve delivery quality and efficiency. • Maintain accurate records of orders, inventory levels, suppliers, and customer information. • Oversee warehouse stock levels and generate reports, such as cut reports, as required. • Communicate with customers to provide updates on the status of their orders and address inquiries. • Collaborate with team members to streamline logistics operations and resolve any issues promptly.
2026-11-02T14:33:42Z

Inside Sales Representative

Hillside, NJ
onsite
Temporary to Hire
25.65 - 29.70 USD / Hourly
We are looking for an Inside Sales Representative to join a fully onsite team. This contract opportunity is ideal for a sales representative who can strengthen relationships with existing accounts while uncovering new business within an assigned territory. The role focuses on driving profitable growth, preparing accurate quotes, and partnering with internal teams to deliver responsive service and dependable order execution. Responsibilities:• Build and maintain strong relationships with established customers to support repeat business and long-term account growth.• Identify, research, and engage prospective clients and key decision-makers to create new sales opportunities within the territory.• Prepare estimates and pricing proposals, present product recommendations, and guide customers through the sales cycle to close business.• Manage inbound and outbound account activity, including order follow-up, status updates, and coordination of expedited requests when needed.• Process order revisions, cancellations, and related updates while communicating changes clearly to the appropriate internal departments.• Work closely with outside sales, purchasing, quality, production, and customer support teams to ensure accurate information and timely service.• Track market activity, competitor movement, and industry developments to support effective territory planning and account strategy.• Review sales performance data and share relevant insights that help align customer demand with production and delivery schedules.• Resolve customer concerns promptly and effectively while maintaining a high standard of service throughout the relationship.• Develop a strong command of company products, capabilities, and operational processes in order to represent the business effectively.
2026-11-02T20:38:42Z

Customer Experience Specialist

Seattle, WA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for a Customer Experience Specialist to support customers during a busy holiday season in Seattle, Washington. This is a Contract position for someone who thrives in a fast-paced service environment and can handle a large volume of interactions with professionalism and care. The ideal candidate will provide timely assistance across multiple channels, resolve routine issues efficiently, and help create a positive experience for every customer. Responsibilities: • Manage a steady flow of customer inquiries each day while delivering attentive, courteous, and solutions-focused service. • Assist customers with purchases, product changes, and return requests in accordance with established policies and service expectations. • Document customer concerns and feedback accurately, and route more complex situations to the appropriate support team when necessary. • Communicate clearly through phone and email to ensure customers receive helpful, respectful, and easy-to-understand guidance. • Work closely with team members to support a collaborative atmosphere centered on responsiveness and problem-solving. • Use multiple browser-based tools and customer service systems to research issues, update records, and complete service tasks efficiently. • Maintain accuracy and attention to detail while adapting to changing customer needs during peak seasonal demand.
2026-10-31T00:28:48Z

Private Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Private Client Service Associate📍 San Francisco, CA (Hybrid, 3 days/week in office)🏢 Respected Investment Management Firm💰 Competitive Base + Bonus + Profit Sharing Are you looking for more than a traditional client service role? I'm partnering with a well-established and highly regarded investment management firm is seeking a Private Client Service Associate 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. 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. What You'll Do<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>Why This Opportunity Stands Out✅ Competitive compensation package with bonus opportunity & Profit-sharing program✅ Exceptional retirement benefits, including a generous employer contribution✅ Comprehensive medical, dental, and vision coverage✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities✅ Opportunity to support sophisticated, high-net-worth client relationships✅ Collaborative, team-oriented culture with outstanding employee tenure✅ Strong leadership team committed to employee development and long-term career growth✅ Engaging and supportive workplace culture that values both professional success and team camaraderie Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
2026-10-23T22:23:43Z

Outside Sales Representative

Western Pa, PA
onsite
Permanent / Full Time
60000.00 - 75000.00 USD / Yearly
Our client is seeking a driven and highly motivated Sales Representative to join their growing team. This role is responsible for generating new business, managing existing customer relationships, and driving revenue growth throughout an assigned territory. The ideal candidate will have experience selling capital equipment, preferably within the waste, recycling, scrap, or environmental services industry.This is an excellent opportunity for a sales professional who enjoys building relationships, developing new business, and contributing directly to company growth.Sales & Business Development<ul><li>Develop and execute a regional sales strategy to increase revenue and market share.</li><li>Manage and grow existing customer accounts while identifying and securing new business opportunities.</li><li>Promote products and equipment within the waste, recycling, scrap, and related industrial markets.</li><li>Generate new leads through cold calling, networking, referrals, and social selling.</li><li>Conduct market research to identify prospective customers, industry trends, and growth opportunities.</li><li>Consistently meet or exceed sales and revenue targets.</li></ul>Customer Relationship Management<ul><li>Serve as the primary point of contact for assigned regional customers.</li><li>Build and maintain strong, long-term customer relationships through exceptional service and support.</li><li>Present and demonstrate products to prospective and existing customers.</li><li>Provide accurate information regarding product specifications, pricing, availability, and delivery schedules.</li><li>Negotiate contracts and sales agreements to successfully close business opportunities.</li><li>Deliver outstanding post-sale support in partnership with operations and logistics teams.</li></ul>Territory & Market Analysis<ul><li>Monitor regional market trends, competitor activity, and pricing strategies.</li><li>Identify emerging opportunities and communicate key market intelligence to leadership.</li><li>Utilize customer feedback to recommend product improvements and enhancements.</li></ul>CRM & Reporting<ul><li>Maintain accurate sales activity, pipeline, and customer records within the CRM system.</li><li>Leverage CRM analytics to support territory planning and sales strategy.</li><li>Prepare regular sales forecasts, reports, and account updates.</li><li>Salesforce experience is preferred.</li></ul>Cross-Functional Collaboration<ul><li>Work closely with engineering, manufacturing, production, and logistics teams to ensure customer expectations are met.</li><li>Coordinate delivery schedules and project timelines with internal teams and customers.</li><li>Ensure alignment between customer requirements and operational capabilities.</li></ul>
2026-10-15T12:43:47Z

Client Service Specialist II

St. Petersburg, FL
remote
Temporary / Contract
16.00 - 18.00 USD / Hourly
We are looking for a Client Service Specialist II to support commercial and corporate banking clients from our St. Petersburg, FL location. This Long-term Contract position focuses on delivering responsive, accurate service across deposit account onboarding, treasury-related support, and client issue resolution. The ideal candidate brings strong banking knowledge, excellent communication skills, and the ability to coordinate effectively with internal partners to ensure a seamless client experience. Responsibilities:• Guide clients through onboarding activities for deposit accounts and treasury services, helping ensure timely completion and a smooth service experience.• Respond to client inquiries with urgency and accuracy, assessing needs carefully and taking appropriate action to resolve concerns.• Coordinate with internal teams to maintain clear communication, align on next steps, and support consistent service delivery.• Serve as a client advocate by connecting customers with specialized internal resources when more advanced support is required.• Investigate service-related questions and follow through on research requests until a clear resolution is provided.• Recognize opportunities to introduce relevant banking solutions and refer clients to appropriate business line partners.• Maintain detailed records and correspondence using banking platforms, email, and CRM tools such as Salesforce.• Support day-to-day banking operations while managing multiple priorities in a fast-paced service environment.
2026-10-12T15:34:06Z

Mortgage Payoff Specialist

Chicago, IL
onsite
Permanent / Full Time
45000.00 - 60000.00 USD / Yearly
We are looking for a Mortgage Payoff Specialist to support loan payoff administration and collateral release activities for our servicing operations in the northwest suburbs of Chicago, Illinois. In this role, you will help ensure paid-in-full loans are handled accurately, borrower refunds are processed correctly, and lien release documentation is completed on time. The ideal candidate brings a strong service mindset, careful attention to detail, and the ability to work within established mortgage servicing standards and client guidelines. Responsibilities:• Prepare and deliver accurate mortgage payoff statements by reviewing loan data, fees, interest, and other applicable balances.• Track loans approaching maturity or final payment and send required notices to borrowers in a timely manner.• Resolve payoff shortages by communicating outstanding amounts and coordinating follow-up until balances are cleared.• Complete paid-in-full processing, including confirmation notices and related account updates within servicing records.• Calculate and issue surplus funds, borrower refunds, and other disbursements connected to loan payoff activity.• Create, submit, and monitor lien release, satisfaction, reconveyance, and similar collateral documents through the appropriate recording channels.• Investigate payoff discrepancies, account questions, and exceptions raised by borrowers, clients, attorneys, title partners, or internal teams.• Maintain complete and accurate documentation in servicing platforms while supporting quality reviews and issue resolution efforts.
2026-11-06T14:48:43Z

Credit Clerk

Cincinnati, OH
onsite
Temporary / Contract
18.00 - 19.50 USD / Hourly
We are seeking a customer-focused and detail-oriented Retail Banking Clerk to support daily branch operations at a financial institution in Cincinnati, Ohio. This contract-to-hire opportunity is ideal for someone who enjoys working directly with customers, handling financial transactions, and providing exceptional service in a fast-paced banking environment. The successful candidate will demonstrate strong attention to detail, professionalism, and the ability to maintain accuracy while assisting customers with their banking needs. Responsibilities<ul><li>Assist customers with routine banking transactions, including deposits, withdrawals, payments, transfers, and account inquiries.</li><li>Provide friendly and professional customer service while responding to questions regarding accounts, products, and banking services.</li><li>Accurately process financial transactions and maintain balanced cash drawers.</li><li>Verify customer information and documentation in accordance with bank policies and regulatory requirements.</li><li>Assist with opening, updating, and servicing customer accounts.</li><li>Support loan and credit administration activities by collecting and reviewing required documentation.</li><li>Maintain accurate records and ensure proper documentation of transactions and account activity.</li><li>Assist with resolving customer concerns and escalating issues when appropriate.</li><li>Support branch operations through data entry, filing, administrative tasks, and record maintenance.</li><li>Safeguard confidential customer information and comply with all banking regulations and internal procedure</li></ul>
2026-10-27T17:44:08Z

Front Desk Coordinator

San Diego, CA
remote
Temporary / Contract
21.00 - 24.00 USD / Hourly
Position OverviewOur client, a well-established professional services organization, is seeking a polished, personable, and detail-oriented Front Desk Coordinator to serve as the first point of contact for clients, visitors, and employees. This individual will play an important role in creating a welcoming and professional office environment while supporting daily administrative and front office operations.The ideal candidate is customer-service oriented, highly organized, and comfortable interacting with professionals at all levels. This role requires excellent communication skills, strong attention to detail, and the ability to manage multiple responsibilities while maintaining a professional and welcoming presence.Key Responsibilities<ul><li>Serve as the primary point of contact for incoming visitors, clients, and guests, ensuring a professional and welcoming experience.</li><li>Answer and direct incoming phone calls, take messages, and respond to general inquiries.</li><li>Greet and assist visitors, coordinate appointments, and notify appropriate staff of guest arrivals.</li><li>Manage conference room scheduling and assist with meeting coordination and preparation.</li><li>Maintain a clean, organized, and professional reception area and shared office spaces.</li><li>Receive, sort, and distribute incoming mail, packages, and deliveries.</li><li>Coordinate outgoing mail, courier services, and other office deliveries as needed.</li><li>Provide general administrative support, including data entry, document preparation, filing, and scanning.</li><li>Assist with office supply inventory, ordering, and maintaining common areas.</li><li>Support employee and client meeting logistics, including refreshments and room setup.</li><li>Coordinate with building management, vendors, and service providers regarding office-related needs.</li><li>Handle confidential information and sensitive communications with professionalism and discretion.</li><li>Assist with special projects and additional administrative tasks as needed.</li></ul>
2026-11-07T00:18:50Z

Sr Customer Contact Center

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. Responsibilities: • Guide customers in using digital banking resources, including online and mobile platforms, to help them complete everyday banking activities confidently. • Respond to client questions promptly and handle account-related requests with accuracy, discretion, and attention to detail. • Process routine banking transactions while ensuring service quality, compliance, and a positive customer experience. • Support customer interactions across both face-to-face and remote channels, adapting communication style to meet individual needs. • Maintain strict adherence to security protocols, internal policies, and regulatory standards during every customer interaction. • Collaborate with team members to resolve service issues efficiently and contribute to smooth day-to-day contact center operations. • Represent the organization in customer- and community-facing activities that strengthen client relationships and brand presence.
2026-10-23T14:48:44Z

Client Service Coordinator

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. Responsibilities: • Coordinate client and brokerage transactions from initiation through closeout, keeping activities on schedule and ensuring each stage is completed accurately. • Draft, organize, and process contracts, forms, and supporting transaction records while maintaining complete and up-to-date documentation. • Provide day-to-day administrative assistance to assigned brokers, anticipating needs and helping keep operational tasks on track. • Review and submit vouchers, commissions, and related payment materials with careful attention to timing and accuracy. • Monitor transaction status, maintain reporting details, and update records to support visibility into milestones and deliverables. • Serve as a detail-focused point of contact for clients and stakeholders, sharing updates clearly and responding to inquiries in a timely manner. • Manage multiple priorities independently in an onsite, fast-paced setting where team members may be traveling or working away from the office. • Ensure files, correspondence, and transaction information are organized in a manner that supports compliance, accessibility, and efficient follow-up.
2026-11-10T14:08:44Z

Receptionist

Conroe, TX
onsite
Temporary to Hire
17.00 - 18.00 USD / Hourly
We are looking for a welcoming and organized Receptionist to join our team in Conroe, Texas in a Contract to Permanent position. This onsite role combines front-desk support with sales assistance, offering the opportunity to interact directly with customers while helping maintain smooth day-to-day office operations. The ideal candidate brings a detail-oriented attitude, strong communication skills, and a genuine interest in learning the home sales process and growing within the company. Responsibilities:• Welcome visitors to the office, provide a positive first impression, and assist customers with questions or next steps during their visit.• Support the sales team with daily coordination tasks, helping keep appointments, documents, and customer interactions organized.• Guide prospective buyers through the design or color room while clearly explaining available features and options.• Learn the company’s standard offerings and overall sales and construction process in order to communicate information accurately to customers.• Assist with scheduling color selection meetings and help customers make informed choices on finishes, features, and design combinations.• Assemble sales documentation, maintain complete customer files, and ensure paperwork is submitted within required timelines after each sale.• Prepare related materials for upcoming appointments as needed by the sales staff.• Update client tracking spreadsheets, and handle filing along with other general administrative duties.
2026-11-09T17:53:43Z

Client Services & Account Coordinator

Cedar Falls, IA
remote
Temporary / Contract
24.00 - 26.50 USD / Hourly
Are you someone who enjoys helping customers, solving problems, and building strong professional relationships? We're seeking a Client Services & Account Coordinator to support customers, business partners, and internal teams in a fast-paced, service-driven environment. What You'll Do<ul><li>Serve as a primary point of contact for customers and business partners.</li><li>Build and maintain positive relationships through responsive, professional service.</li><li>Answer questions, investigate concerns, and resolve issues in a timely manner.</li><li>Process account updates and maintain accurate records and documentation.</li><li>Coordinate communication between customers and internal teams to ensure a seamless experience.</li><li>Support account management activities and help ensure customer needs are met.</li><li>Identify opportunities to improve processes and enhance the customer experience.</li><li>Provide feedback and insights regarding customer trends, concerns, and opportunities.</li><li>Track customer interactions and follow through on open items until resolution.</li><li>Represent the organization professionally during customer meetings, events, and networking opportunities as needed.</li></ul>
2026-11-10T20:04:06Z

Private Client Service Associate | $120K + Bonus

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent Benefits I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a Private Client Service Associate to join its growing Private Client Group. This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience. You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services. 💡 What You’ll Do<ul><li>Support existing and prospective clients with account servicing and day-to-day requests</li><li>Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions</li><li>Provide operational support to mutual fund shareholders</li><li>Prepare client meeting materials, portfolio reports, and follow-up items</li><li>Coordinate with custodians, transfer agents, advisors, and internal teams</li><li>Maintain accurate client records and documentation while following compliance procedures</li><li>Research account discrepancies, resolve processing issues, and escalate exceptions when needed</li><li>Help improve workflows, procedures, and processes as the team grows</li></ul>
2026-10-25T05:28:41Z

Call Center Specialist

Blue Bell, PA
onsite
Temporary to Hire
17.00 - 17.00 USD / Hourly
We are looking for a compassionate and dependable 2nd Shift Call Center Specialist to join a fully onsite team in Pennsylvania. This contract-to-permanent opportunity is ideal for someone who communicates clearly, handles sensitive conversations effectively, and enjoys helping people through important next steps. In this role, you will serve as an initial point of contact, collect key details accurately, and provide a positive experience for customers navigating life insurance-related inquiries. Hours: M-F 2:30 pm -10:00 pm (2nd shift), Sundays occasionally – 9:00 am - 2:00 pm Responsibilities:• Handle a high volume of incoming and outgoing calls while maintaining a courteous, patient, and detail-oriented approach.• Speak with customers about life insurance-related matters, gather necessary information, and document details accurately in company systems.• Guide callers through the early stages of the process by answering questions and explaining next steps clearly.• Enter and update customer records with close attention to accuracy, completeness, and timeliness.• Provide empathetic support during sensitive conversations and respond appropriately to customer concerns.• Coordinate with internal teams to ensure each inquiry is routed correctly and progresses efficiently.• Maintain consistent attendance and schedule flexibility, including second-shift hours and occasional Sunday coverage.• Support day-to-day call center operations while meeting service expectations for responsiveness and quality.
2026-11-06T17:28:46Z

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