We are looking for an empathetic and detail-oriented Customer Service Representative to join our team in St. Petersburg, Florida. In this critical role, you will work with individuals seeking mental health services, providing compassionate support and efficient scheduling assistance. This is a contract-to-permanent position, offering an opportunity to make a meaningful impact in the lives of others while supporting a private nonprofit organization dedicated to behavioral health services.<br><br>Responsibilities:<br>• Respond to inbound calls with warmth and professionalism, addressing client concerns and inquiries.<br>• Schedule appointments and manage electronic records using specialized systems.<br>• Rotate between front office and back office duties to ensure seamless operations.<br>• Assist individuals during challenging moments, offering exceptional customer service with sensitivity and patience.<br>• Maintain compliance with privacy and organizational standards while handling confidential information.<br>• Utilize Microsoft Excel and Word to perform data entry and manage client records.<br>• Engage in email correspondence to communicate with clients and internal teams.<br>• Address issues or complaints from upset or distressed clients with care and problem-solving skills.<br>• Support the organization’s mission by treating all clients with dignity and respect.<br>• Participate in training programs to stay updated on systems and procedures.
<p><strong>About the Organization:</strong></p><p>Our client is a highly respected organization in the insurance industry, renowned for its commitment to community engagement and corporate social responsibility. They are seeking a Customer Support Representative to join their Customer Service Center. This role provides a unique opportunity to make a meaningful impact by delivering exceptional service and support to customers.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Customer Support Representative, you will serve as the front line of communication with customers, primarily through telephone interactions and occasionally written correspondence. You'll assist with insurance-related inquiries, product requests, and account changes by analyzing customer needs, performing calculations, and implementing resolutions.</p><p><br></p><p><strong>You'll positively impact Customer Support Center in the following ways:</strong></p><ul><li>Excellent communication skills to explain insurance products to customers</li><li>Ability to handle matters that can highly sensitive and emotional</li><li>Strong decision making and analytical abilities as you analyze customer inquiries, determine steps for resolution, research member files, analyze certificate provisions to determine methods of affecting desired changes (i.e. change of beneficiary, type of insurance, change in method of payment, etc)</li></ul><p><strong>What Makes this Opportunity Exciting:</strong></p><p>Joining this team means you'll be welcomed into a vibrant and collaborative culture that values continuous improvement and growth.</p><ul><li><strong>Career Development:</strong> Gain ongoing training, develop new skills, and unlock opportunities for future career advancement.</li><li><strong>Hybrid Flexibility:</strong> Begin with onsite training and transition into a flexible hybrid schedule, combining work-from-home (WFH) with in-office collaboration a few days each month.</li><li><strong>Work-Life Balance: </strong>Enjoy a rotating schedule every two weeks (8 a.m.–4 p.m. and 9 a.m.–5 p.m.), allowing for variety and structure.</li></ul><p><strong>Added Incentives</strong></p><ul><li><strong>Training Growth Path:</strong> Clear opportunities to enhance your skills and advance your career through ongoing education and development.</li><li><strong>Comprehensive Benefits Package:</strong> A robust offering designed to support your well-being inside and outside of work.</li><li><strong>Retention Bonus:</strong> Receive financial rewards for your commitment and contributions to the team.</li><li><strong>Rich Feedback Culture:</strong> Thrive in an environment that prioritizes constructive feedback to help you continuously grow and exceed goals.</li></ul><p>If you're passionate about helping others, thrive in a collaborative environment, and enjoy learning and development opportunities, connect with our team today - Christin, Erin and Lydia are great points of contact for this role and can be reached at (563) 359-7535.</p>
<p>We are seeking a reliable General Office Clerk to provide support with daily administrative and clerical tasks. The ideal candidate will have strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment. If you are interested in this opportunity, please call us at 808-531-0800 to learn more and apply. Due to the nature of this position, preference will be given to applicants currently residing in Hawaii.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer and direct incoming calls in a professional manner</li><li>Perform data entry and maintain accurate records and files</li><li>Sort and distribute incoming mail and process outgoing mail</li><li>Prepare documents, reports, and correspondence as needed</li><li>Assist with scheduling appointments, meetings, and events</li><li>Provide basic customer service to visitors and clients</li><li>Maintain office supplies inventory and order as necessary</li><li>Operate standard office equipment, such as photocopiers and fax machines</li><li>Support other administrative team members with various tasks as needed</li></ul><p><br></p>
<p>We are looking for a detail-oriented Customer Service Representative to join our team on a contract basis in Blaine, Minnesota. This role involves data entry of patient and product information.</p><p><strong>Responsibilities:</strong></p><ul><li>Receive and process patient orders from facility partners, including capturing patient data, product information, and shipping addresses.</li><li>Enter confidential details into our system to create accurate and secure patient records.</li><li>Forward completed orders to the billing team.</li><li>Maintain and update Excel spreadsheets for order tracking and reporting.</li><li>Monitor the system for order shipping status and send timely updates (10–50 texts daily) to patients, leveraging Elevate for text communication.</li><li>Ensure orders are processed and updated in the system within same or next day.</li><li>Collaborate closely with other internal teams to guarantee accuracy and seamless workflow.</li></ul><p><br></p>
<p>We are looking for a dedicated Personal Lines Customer Service Representative to join our client in the Lancaster, Pennsylvania area. This role involves assisting clients with their insurance needs, ensuring efficient service, and maintaining compliance with agency and carrier policies. The ideal candidate will thrive in a collaborative environment and be committed to delivering exceptional customer experiences.</p><p><br></p><p>Responsibilities:</p><p>• Provide support to the service assistant by managing client tasks from the Personal Lines service inbox.</p><p>• Assist clients with filing auto and home insurance claims and address billing inquiries.</p><p>• Update payment plans and follow up on property inspections to ensure compliance with agency processes.</p><p>• Write and review policies for existing clients, adhering to underwriting guidelines and completing necessary checklists.</p><p>• Conduct policy reviews, identify opportunities for cross-selling or upselling, and work to retain existing client policies.</p><p>• Record customer interactions in the agency management system.</p><p>• Organize daily priorities using desk management standards and maintain a streamlined workflow.</p><p>• Collaborate with the Personal Lines Sales and Service teams to achieve shared goals and enhance customer satisfaction.</p><p>• Build positive relationships with carrier personnel to ensure smooth operations.</p>
<p>Our downtown Minneapolis law firm client is seeking a detail-oriented Legal Assistant with strong Litigation experience to join their team. As a Legal Assistant, you will prepare various legal documents, manage electronic client files, and provide high-quality administrative support to busy Attorneys. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Preparation of legal correspondence, agreements, and documents, including conversions and comparisons of documents and manipulation of PDF files</p><p>• Electronic filing of pleadings and other documents in local and national state, federal, and appellate courts</p><p>• Docketing of court orders, schedules, and other litigation requirements</p><p>• Management of electronic client files, including pleadings and indices, along with original client documents and pleadings</p><p>• Review and finalization of time entries for attorneys and paralegals and handling of client invoices</p><p>• Provision of general legal administrative support, including managing calendars, scheduling and coordinating attorney and client meetings, conferences and depositions, and handling routine correspondence</p><p>• Using Case Management Software and Microsoft Office Suites for various tasks</p><p>• Delivering quality, responsive customer service to clients, attorneys, and team members.</p><p><br></p><p>Position offers fantastic benefits, including: health, dental, 401k, profit sharing, PTO</p>
<p>Position Overview:</p><p>We are seeking a detail-oriented Warehouse Administrative Assistant with proven SAP experience to support our warehouse operations. The successful candidate will play a vital role in maintaining the accuracy and timeliness of shipping documentation, delivery schedules, and inventory records, while providing excellent customer service.</p><p>Essential Duties & Responsibilities:</p><p>• Utilize SAP to process, print, and distribute bill of ladings and outbound delivery reports.</p><p>• Compile and print shipping reports to ensure orders are accurate and dispatched on time.</p><p>• Perform routine inventory checks and updates within the SAP system, assisting with cycle counts as needed.</p><p>• Support scheduling of pickups, deliveries, and warehouse activities alongside warehouse management.</p><p>• Respond promptly to incoming calls and emails, providing customer service to internal and external customers.</p><p>• Liaise with shipping and logistics teams to monitor order status and resolve discrepancies.</p><p>• Maintain organized files and digital records of all shipping and warehouse documentation.</p><p>• Contribute to process improvements related to warehouse administration.</p>
We are looking for a detail-oriented and empathetic Customer Service Coordinator to join our team in Redondo Beach, California. This Contract to permanent position involves assisting individuals and families during their corporate relocations, ensuring smooth transitions through services such as discard and donation coordination or unpacking and organizing. The role includes up to 8 weeks of paid training to familiarize the selected candidate with our systems, service offerings, and network of contractors and employees.<br><br>Responsibilities:<br>• Coordinate relocation services by assigning resources, such as organizers or haulers, and ensuring all job requirements are communicated effectively.<br>• Manage schedules and proactively address changes with relocating families, service teams, and corporate partners.<br>• Collaborate with Primary Coordinators at relocation management companies and moving partners to exchange updates and critical job information.<br>• Review and verify contractor invoices for accuracy, preparing comprehensive billing packages for submission.<br>• Address service-related issues promptly, working with team leaders and managers to ensure quick resolution.<br>• Evaluate and provide feedback on service providers' performance after each job to maintain quality standards.<br>• Respond to occasional customer and vendor inquiries during evenings or weekends as needed.<br>• Maintain accurate documentation and communication throughout the relocation process.<br>• Perform additional duties to support operational efficiency and customer satisfaction.
We are looking for a dedicated Customer Service Representative to join our team in Jamaica, New York. In this role, you will play a key part in ensuring customer satisfaction by providing efficient and attentive support. This is a long-term contract position offering an excellent opportunity to make a meaningful impact in a fast-paced environment.<br><br>Responsibilities:<br>• Respond promptly and courteously to inbound calls, addressing customer inquiries and concerns.<br>• Process customer orders accurately and efficiently, ensuring all details are properly recorded.<br>• Maintain a high standard while handling both inbound and outbound calls.<br>• Assist customers with product information, troubleshooting, and resolving issues.<br>• Document interactions and updates in the system to ensure accurate record-keeping.<br>• Collaborate with team members to improve customer service processes and efficiency.<br>• Follow company policies and procedures while delivering exceptional service.<br>• Handle multiple tasks simultaneously, prioritizing customer needs effectively.<br>• Provide feedback to management regarding customer trends and potential improvements.<br>• Stay updated on company products, services, and policies to provide accurate information.
<p>We are looking for a dedicated Solution Center Representative to join our team in Indianapolis, Indiana. In this contract, you will serve as the first point of contact for educators and administrators, providing exceptional support for curriculum implementation and troubleshooting inquiries. This role requires a proactive approach to customer service, ensuring smooth communication and identifying opportunities to enhance school experiences. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide personalized support to schools, addressing curriculum implementation and operational inquiries.</p><p>• Respond to questions related to program details, curriculum guidance, and purchasing or order statuses.</p><p>• Assist with school registration processes and resolve equipment or software-related issues.</p><p>• Deliver Tier 1 IT support and guide users through system and site navigation.</p><p>• Identify opportunities for additional services or products that align with school needs.</p><p>• Collaborate with team members to resolve complex issues and ensure customer satisfaction.</p><p>• Maintain detailed records of interactions and tasks using a customer relationship management tool.</p><p>• Perform administrative tasks and support team projects as needed.</p><p>• Meet established service level, productivity, and quality goals.</p><p>• Recommend innovative solutions and emerging trends to improve processes.</p>
<p>We are looking for a dedicated Service Coordinator to join our team in Saint Paul, Minnesota. This contract to permanent position offers an opportunity to play a vital role in providing outstanding customer service and operational support. The ideal candidate will have excellent organizational skills and a proactive approach to managing service schedules and administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Generate service purchase orders and oversee emergency service orders, including dispatch and follow-up.</p><p>• Coordinate with city officials to manage service permits, schedule inspections, and maintain accurate permit logs.</p><p>• Upload necessary reports to municipal and third-party platforms.</p><p>• Collaborate with field personnel, fitters, and project managers to ensure timely dispatch of jobs and effective communication.</p><p>• Process weekly payroll and ensure compliance with established procedures.</p><p>• Organize resources for service jobs, including ordering equipment, scheduling subcontractors, and obtaining purchase orders.</p><p>• Support the prioritization of service calls by working closely with the Service Management team.</p><p>• Handle invoices in alignment with standard billing practices and assist with miscellaneous administrative tasks as needed.</p><p>• Maintain the service scheduling board and facilitate seamless communication between teams.</p>
<p><strong>Key Responsibilities</strong></p><p><strong>Front Desk & Public Interaction</strong></p><ul><li>Serve as the main Operator for City Hall, answering and routing phone calls, taking messages, and providing general information.</li><li>Greet visitors at the front desk, check them in as needed, and schedule appointments for City staff.</li><li>Provide exceptional customer service in person, by phone, and via email—responding to inquiries, addressing resident concerns, and resolving routine issues.</li><li>Act as the primary point of contact for the public, ensuring timely, courteous, and accurate communication.</li></ul><p><strong>Payments & Cashiering</strong></p><ul><li>Serve as the main cashier for City Hall, processing payments, entering invoice codes, and issuing receipts for all standard transactions.</li><li>Process and invoice applications for programs including Paramedic Membership and Dial-A-Ride.</li><li>Verify billability for ambulance trips and ensure proper documentation is completed.</li></ul><p><strong>Licensing, Permits & Inspections</strong></p><ul><li>Issue and renew business licenses in accordance with City requirements.</li><li>Issue basic permits and create/maintain project files.</li><li>Coordinate and schedule building inspections for the City.</li><li>Route plans to third-party plan checkers and track submission status.</li></ul><p><strong>Administrative Support</strong></p><ul><li>Collect, sort, and distribute incoming and outgoing mail.</li><li>Maintain accurate electronic and physical records for permits, plans, and program applications.</li><li>Create and update forms and process documents to improve administrative workflows.</li><li>Provide general clerical support to staff as needed.</li></ul><p><br></p>
<p><strong>Description:</strong></p><p>We are seeking an experienced Administrative Assistant to support our medical office operations. The right candidate will help keep our clinic running efficiently and ensure a positive experience for patients and staff. <strong>Preference given to Hawaii residents due to onsite requirements. To apply, call 808-531-0800.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and schedule patient appointments</li><li>Manage patient files and confidential information</li><li>Prepare correspondence, reports, and scheduling for healthcare professionals</li><li>Answer multi-line phones and respond to patient inquiries</li><li>Support billing, supply orders, and general office administration</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis for a 60-day assignment. In this role, you will provide exceptional support to clients in the mortgage department, ensuring their inquiries are addressed efficiently and with attention to detail. This position is located in Hermitage, Pennsylvania, and offers an excellent opportunity to enhance your skills in the financial services industry.<br><br>Responsibilities:<br>• Respond to inbound calls from mortgage clients, answering questions and resolving issues related to loan statuses and documentation.<br>• Make outbound calls to new customers, introducing services and guiding them through the mortgage process.<br>• Accurately document customer interactions and ensure all records are updated in the system.<br>• Collaborate with internal departments to address client concerns and escalate complex matters as needed.<br>• Stay informed about mortgage products, company policies, and regulations to ensure compliance and accurate communication.<br>• Deliver a positive and detail-oriented experience to every customer, maintaining a high standard of service.<br>• Assist in identifying and resolving customer service challenges efficiently and effectively.
<p>We are seeking a reliable and detail-oriented Customer Service & Administrative Associate to join our client’s team. This role provides support across customer service, order processing, invoicing, and administrative functions while partnering closely with the President, shipping, and production departments. The ideal candidate will be proactive, organized, and able to manage multiple responsibilities in a fast-paced environment.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p> • Provide customer support regarding product and pricing information</p><p> • Manage order status updates, returns, and expediting shipments</p><p> • Communicate with freight companies to resolve shipment issues</p><p> • Process and enter orders accurately</p><p> • Handle invoicing, filing, and other administrative duties</p><p> • Offer support to the President and assist shipping/production departments</p><p> • Maintain high accuracy and meet deadlines independently</p><p><br></p>
<p>47,000 - 52,000</p><p><br></p><p>benefits:</p><ul><li>paid time off</li></ul><p><br></p><p>Our client is looking for a meticulous and approachable Medical Receptionist to join their team in the Cranford, New Jersey area. This role blends administrative and clinical responsibilities, offering an opportunity to work closely with patients and families while supporting the pediatric care team. The ideal candidate thrives in a collaborative environment and brings excellent organizational and interpersonal skills to the role.</p><p><br></p><p>Responsibilities:</p><p>• Welcome patients and families warmly, ensuring a positive and efficient experience.</p><p>• Handle patient check-in and check-out processes, including insurance verification and collecting payments.</p><p>• Maintain and update electronic health records with accuracy and confidentiality.</p><p>• Organize and manage patient flow to optimize efficiency in the office.</p><p>• Assist the pediatric care team with various administrative tasks.</p><p>• Escort patients to examination rooms and prepare them for visits.</p><p>• Record vital signs such as height, weight, temperature, and blood pressure with precision.</p><p>• Gather essential patient information, including medical history updates and allergy confirmations.</p><p>• Ensure examination rooms are cleaned and restocked promptly between appointments.</p><p>• Follow infection control and safety protocols to maintain a secure environment.</p>
We are looking for a dedicated Customer Service Representative to join our team in South Plainfield, New Jersey. In this long-term contract role, you will be working on-site, providing exceptional service and ensuring smooth coordination with vendors and mechanics. This position offers a casual work environment with free parking and a structured schedule.<br><br>Responsibilities:<br>• Coordinate repair schedules for mechanics, ensuring timely service completion.<br>• Communicate effectively with external vendors to discuss repair requirements and updates.<br>• Arrange towing services as needed, ensuring seamless logistics.<br>• Generate and issue purchase orders (POs) for vendors to facilitate repair processes.<br>• Close mechanic repair orders accurately to maintain organized records.<br>• Handle inbound and outbound calls to address customer inquiries and provide solutions.<br>• Maintain clear documentation of repair schedules and vendor communications.<br>• Support the team with order entry tasks and ensure high levels of accuracy.<br>• Collaborate with colleagues to resolve any scheduling conflicts or service delays.<br>• Uphold excellent customer service standards throughout all interactions.
We are looking for a dedicated Receptionist to join our team on a contract basis in Onalaska, Wisconsin. This part-time role offers flexibility and the opportunity to contribute to a detail-oriented and welcoming office environment. If you excel in administrative tasks, customer service, and enjoy supporting a collaborative team, we encourage you to apply.<br><br>Responsibilities:<br>• Greet visitors and clients, ensuring a detail-oriented and friendly first impression.<br>• Manage incoming calls on a multi-line phone system and direct them appropriately.<br>• Process financial transactions, including depositing checks accurately and securely.<br>• Assist with planning and coordinating office events to enhance company culture.<br>• Support daily administrative functions to maintain a smooth office workflow.<br>• Utilize general computer skills to complete various tasks efficiently.<br>• Contribute to marketing efforts, if applicable, by assisting with promotional activities.<br>• Ensure the office maintains a clean, organized, and business-casual environment.<br>• Provide hospitality support as needed to enhance client and team experiences.
<p>Nashua, NH - ON-SITE - Patient Access Specialist - 3rd Shift Position</p><p>Hours 11:00am-7:00pm - Multiple Openings </p><p><br></p><p>We are looking for a dedicated Patient Access Specialist to join our team in Nashua, New Hampshire. This Contract to permanent position focuses on ensuring seamless patient admissions and delivering exceptional service while adhering to organizational policies and regulatory standards. As part of the healthcare industry, this role plays a vital part in supporting patients and maintaining efficient processes.</p><p><br></p><p>Responsibilities:</p><p>• Accurately assign medical record numbers (MRNs) and verify medical necessity to ensure compliance with regulations.</p><p>• Deliver clear instructions to patients, collect insurance details, and process physician orders while maintaining a high level of customer service.</p><p>• Meet point-of-service collection targets and pre-register patient accounts by gathering demographic, insurance, and financial information through inbound and outbound calls.</p><p>• Explain and obtain signatures for consent and treatment forms, ensuring patients understand their rights and responsibilities.</p><p>• Verify insurance eligibility and input benefit data to support billing processes and enhance claims accuracy.</p><p>• Utilize software tools to identify potential non-payment issues for Medicare patients, distribute required forms, and provide necessary documentation.</p><p>• Conduct audits on patient accounts to ensure accuracy and compliance with quality standards, offering feedback to leadership as needed.</p><p>• Maintain a compassionate and detail-oriented approach in all patient interactions, aligning with organizational goals and customer service expectations.</p><p>• Provide patient education materials and ensure all required documentation is completed promptly and correctly.</p>
<p>Robert Half is partnering with a nonprofit client in San Diego to identify a Bilingual Customer Experience Specialist (Spanish/English). This role supports individuals seeking services and resources and plays a key part in delivering compassionate, high-quality customer support within a mission-driven environment.</p><p><br></p><p>This is a contract-to-permanent opportunity offering stability and growth. The position will be fully onsite for the first six months, with a transition to a hybrid schedule (3 days remote, 2 days onsite) thereafter.</p><p><br></p><p>Responsibilities:</p><ul><li>Answer inbound calls in a timely and professional manner, providing accurate information, guidance, and referrals</li><li>Document client interactions clearly and consistently using web-based systems and CRM tools</li><li>Maintain knowledge of programs, services, and community resources to best support clients</li><li>Partner with internal teams to resolve inquiries and ensure appropriate follow-up</li><li>Deliver empathetic and respectful customer service while handling sensitive information</li><li>Utilize call center and CRM platforms to manage workflows efficiently</li><li>Assist with billing and benefits-related tasks as needed, ensuring accuracy</li><li>Support clients in navigating online systems and computer-based applications</li><li>Communicate effectively in both Spanish and English to meet the needs of a diverse population</li><li>Follow call center procedures and utilize systems such as Avaya CMS and Epic</li></ul><p><br></p>
We are looking for a dedicated Receptionist to join our team in Forest Hills, New York. This is a long-term contract position that requires exceptional communication and organizational skills. The role offers an opportunity to contribute to a non-profit organization while ensuring smooth front desk operations.<br><br>Responsibilities:<br>• Manage the front desk by greeting visitors and providing assistance with inquiries.<br>• Operate a multi-line phone system, including answering and directing calls efficiently.<br>• Handle switchboard operations for 1-10 lines with accuracy and professionalism.<br>• Respond to inbound calls and ensure messages are relayed promptly.<br>• Maintain a clean and organized reception area to create a welcoming environment.<br>• Assist with administrative tasks as needed to support the organization’s operations.<br>• Coordinate with team members to ensure seamless communication across departments.<br>• Schedule appointments and maintain records as part of daily responsibilities.<br>• Provide excellent customer service to visitors and callers at all times.
<p>The role of the EA is to support the firm with administrative tasks, office maintenance, client service and other projects as needed. This will include but is not limited to answering phones, greeting clients when they arrive, generating client paperwork, opening accounts, moving money, maintaining databases, planning events, managing supplies, and performing ad hoc tasks and projects. The EA will serve as the first point of contact at our firm and help to improve administrative and client service processes. The role will be instrumental in establishing positive first impressions and ongoing client satisfaction. </p><p><br></p><p>This EA should be organized and detail oriented with a strong work ethic and the initiative to improve the status quo. As our first point of contact, the EA should be warm and welcoming and find joy in serving others. </p><p><br></p><p>Responsibilities </p><p>• Answering phones & greeting visitors: serve as first point-of-contact, responsible for first impressions </p><p>• Managing & improving administrative workflows: perform onboarding, money movements, etc. </p><p>• Generating client paperwork: prepare and submit client paperwork to custodian </p><p>• Maintaining client data: update data and notes in various databases (Redtail, Orion, Schwab, etc.) </p><p>• Resolving account alerts: review and resolve alerts such as insufficient cash, rejected wires, gifts etc. </p><p>• Moving money: cut checks, journal assets, and ACH cash upon request </p><p>• Participating in new client meetings: guide clients through the paperwork </p><p>• Managing office supplies and appearance: ensure the office appearance enhances client experience, maintain vendor relations, order office and kitchen supplies </p><p>• Managing client gifts and firm swag: plan, order and send gifts </p><p>• Planning events: coordinate firm events for clients and prospects </p><p>• Managing firm calendar: maintain a calendar of firm events and employee vacations </p><p>• Assisting with client service: execute or remind advisors of client requests </p><p>• Performing other tasks and projects: take on ad hoc projects as needed </p><p><br></p><p>Preferred Experience </p><p>• Client service administration and support </p><p>• Financial services operations </p><p>• Process management and improvement </p><p>• Microsoft Office Suite, Customer Relationship Management (CRM) </p><p>• Schwab Institutional and/or Orion Advisor Services </p><p>• Series 66 Licensed </p><p><br></p><p>Expectations </p><p>The EA will be responsible for delivering and improving the client experience and should therefore: </p><p>• Be reliable, responsive, accountable and prepared </p><p>• Work hard, continuously improve, and strive for excellence </p><p>• Demonstrate genuine care for others</p>
We are looking for a reliable and dependable Office Manager to join our team in Villa Park, Illinois. This contract-to-permanent position offers an excellent opportunity for someone who thrives in a dynamic environment and enjoys providing exceptional administrative support. The role involves a mix of clerical responsibilities, customer service, and financial transaction management, making it an exciting and rewarding career path.<br><br>Responsibilities:<br>• Deliver exceptional customer service by addressing inquiries from vendors and merchants.<br>• Manage rent payments using various methods, including credit cards, cash, and digital platforms like Zelle.<br>• Perform accurate data entry and maintain organized spreadsheets and records.<br>• Ensure the office is well-stocked and manage mail distribution efficiently.<br>• Assist management with event coordination, billing tasks, and the preparation of important documents.<br>• Monitor and record weekend bar sales to ensure accurate financial tracking.<br>• Support the team by maintaining office supplies and organizing administrative tasks.<br>• Facilitate communication between team members and external parties to ensure smooth operations.<br>• Uphold a welcoming and organized office environment for all visitors and staff.
<p><strong><u>Account Services Specialist</u></strong> (Customer Service / Account Management)</p><p><em>Direct-Hire / Permanent position</em></p><p>Robert Half contact: <u>Drew.Schroll@RobertHalf com.</u></p><p><br></p><p>*Fully onsite role - 5 days per week in office, 8a-4p schedule*</p><p><br></p><p>The Account Services Specialist will help support the customers of the organization on any pertinent requests and enhance their overall experience. primarily focuses on the development and execution of sales plans, business development, member retention, and relationship building. The Account Services Manager will assist with obtaining feedback, helping prepare for trade shows, and ensuring the accuracy of our CRM.</p><p><br></p><p><strong>RESPONSIBILITIES:</strong></p><p>· Serve as the primary point of contact for inquiries via phone, email, and chat</p><p>· Resolve issues efficiently and professionally, ensuring high satisfaction</p><p>· Softly upsell other opportunities for engagement</p><p>· Maintain accurate records of interactions and transactions in CRM systems</p><p>· Collaborate with internal departments to address customer needs and follow up on outstanding issues.</p><p>· Receive and process incoming quote requests from customer</p><p>· Coordinate quote status information to the external sales team</p><p>· Log, track and follow up on outstanding quotes in accordance with the defined turnaround time</p><p>· Identify process improvements and contribute to the development of best practices</p><p>· Providing exceptional, timely customer service daily</p><p>· Supporting new customer onboarding and training</p><p>· Preparing data driven reports that support securing new members</p><p><br></p><p>Along with a great culture, growth potential, and leadership team to learn from, this position a competitive salary, annual company bonus potential, and great benefits.</p><p><br></p><p>For more information, please email your resume to <u>Drew.Schroll@RobertHalf com. </u></p><p><br></p>
We are looking for a detail-oriented and friendly Receptionist to join our team in Woodbury, New York. This is a long-term contract opportunity that offers a dynamic work environment and the potential for overtime. The ideal candidate will excel at handling front desk responsibilities and managing phone systems effectively.<br><br>Responsibilities:<br>• Greet and assist visitors with a welcoming attitude, ensuring a positive first impression.<br>• Operate and manage a multi-line phone system, including answering and directing inbound calls promptly.<br>• Handle switchboard operations for up to 10 lines, ensuring smooth communication flow.<br>• Provide accurate information to callers and address inquiries with attention to detail.<br>• Maintain an organized and clean reception area to uphold company standards.<br>• Coordinate with staff to relay messages and manage communications efficiently.<br>• Support administrative tasks as needed, such as filing and scheduling.<br>• Monitor and respond to incoming calls with exceptional customer service skills.<br>• Assist part-time receptionists in maintaining consistent procedures and coverage.
