We are looking for a Call Center Specialist to join a Mortgage Services team in Irving, Texas. This Contract to Permanent opportunity is ideal for someone who thrives in a fast-paced call center, communicates with empathy and clarity, and wants to build a long-term career in mortgage and financial services. You will support customers with mortgage payment-related concerns, help resolve delinquency matters, and maintain accurate records while working fully on-site in a structured, high-volume environment.<br><br>Responsibilities:<br>• Manage a steady volume of inbound and outbound calls with customers regarding past-due mortgage accounts and payment resolution options.<br>• Respond to borrower questions with patience and clarity, delivering service that is detail-oriented, respectful, and solutions-focused.<br>• Record conversation details, account updates, and next steps accurately within company systems to support proper follow-up.<br>• Apply established regulatory, quality, and service guidelines in every customer interaction.<br>• Attend training sessions, coaching meetings, and performance reviews to strengthen product knowledge and call handling skills.<br>• Work closely within a structured on-site call center setting while meeting productivity and service expectations.<br>• Support department goals by following assigned schedules and participating in the required monthly Saturday rotation.<br>• Assist with mortgage loss mitigation and collections-related activities as directed by department procedures.
We are looking for a Call Center Specialist to join a mission-driven non-profit organization in New Orleans, Louisiana. This contract opportunity with permanent potential is ideal for someone who enjoys helping people, communicates clearly, and can build confidence quickly through hands-on training. The person in this role will support callers with professionalism and empathy while managing information accurately in a fast-paced office setting.<br><br>Responsibilities:<br>• Respond to incoming calls and provide courteous, solution-focused service to individuals seeking assistance and program information.<br>• Guide callers through questions related to housing support programs, eligibility topics, and general service inquiries with accuracy and care.<br>• Record conversations, update customer details, and maintain organized documentation within customer service and office systems.<br>• Use Microsoft Word and Excel to complete routine administrative tasks, track information, and prepare basic records as needed.<br>• Escalate complex concerns to the appropriate team members while ensuring each interaction is handled promptly and professionally.<br>• Participate in structured training to learn program guidelines, call handling procedures, and service expectations for the role.<br>• Support daily call center operations by balancing a high volume of inbound requests with consistent attention to detail.
<p>We are looking for a Call Center Specialist to support a busy healthcare contact center in Omaha, Nebraska. This Contract opportunity is expected to begin as a three-month assignment covering a leave of absence, with potential for extension based on business needs. In this role, you will help patients navigate scheduling and service questions while delivering accurate, courteous support in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Respond to a high volume of incoming and outgoing calls while providing attentive, patient-focused service and meeting established performance expectations.</p><p>• Coordinate appointments across multiple specialties and care locations by following scheduling guidelines and confirming accurate visit details.</p><p>• Gather, verify, and update patient demographic information to help maintain complete and accurate medical records.</p><p>• Assess caller concerns, ask clarifying questions, and use available resources to present practical solutions or next steps.</p><p>• Protect sensitive health information by following privacy standards and maintaining strict confidentiality in every interaction.</p><p>• Work closely with team members and other departments to resolve issues, support patient needs, and ensure smooth service delivery.</p><p>• Adapt quickly to changing priorities, deadlines, and call volume demands while maintaining attention to detail and service quality.</p>
We are looking for a Call Center Specialist to support a mission-driven non-profit organization in Piedmont, South Carolina. This contract opportunity with potential for a permanent role is ideal for someone who enjoys helping donors, handling high-volume inbound calls, and resolving service-related concerns with professionalism and care. The person in this role will serve as a key point of contact for donor inquiries while delivering a positive and efficient customer experience.<br><br>Responsibilities:<br>• Respond to incoming calls from donors and provide courteous, solution-focused assistance.<br>• Investigate and resolve questions related to donor rewards, account concerns, and general support needs.<br>• Document call details accurately in customer service systems to maintain clear and complete records.<br>• Guide callers through issue resolution steps and escalate more complex concerns when appropriate.<br>• Use office and call center tools effectively to manage conversations, track interactions, and follow up as needed.<br>• Maintain a high standard of service by communicating clearly, listening carefully, and addressing donor needs promptly.
<p>We are looking for a Call Center Specialist to support a manufacturing operation in Las Vegas, Nevada. This Contract to Hire position focuses on delivering responsive service to customers, coordinating order activity across teams, and keeping project details accurate from intake through post-order follow-up. The ideal candidate is organized, comfortable handling a high volume of requests, and confident working with internal partners and customer-facing systems.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate customer orders from initial request through completion, ensuring information is accurate, timely, and aligned with established order management procedures.</p><p>• Partner with sales, intake, and quoting teams to gather details, answer questions, and support project activity across multiple product categories, including participation in kickoff discussions.</p><p>• Maintain customer account records, open order tracking, and shared documentation so teams have current and reliable order status information.</p><p>• Request pricing support when needed, upload order data to customer portals, and process related administrative updates in internal systems.</p><p>• Monitor lead times, revise shipping schedules when necessary, and communicate changes promptly to customers and sales representatives.</p><p>• Perform stock availability checks, prepare ticket selections within required timelines, and send shipment notifications for direct-ship orders.</p><p>• Support collection activities by securing required payments or deposits for applicable orders.</p><p>• Handle post-order tasks and customer-specific requests while ensuring program requirements are followed for national accounts, hospitality, international, private label, and other designated customer groups.</p>
<p>Bilingual Call Center Representative</p><p><br></p><p>Robert Half is partnering with a growing organization to identify a professional and customer-focused Bilingual Call Center Representative. This position is responsible for assisting customers by phone, answering questions, resolving concerns, and providing accurate information in a fast-paced call center environment.</p><p><br></p><p>Candidates must be fully bilingual in English and Spanish and comfortable assisting customers in both languages.</p><p><br></p><p>Key Responsibilities</p><ul><li>Answer a high volume of inbound customer calls in both English and Spanish</li><li>Assist customers with questions regarding products, services, accounts, orders, billing, and company policies</li><li>Identify customer needs and provide accurate information and appropriate solutions</li><li>Research and resolve customer concerns while maintaining a calm and professional approach</li><li>Make outbound calls to follow up on customer requests or provide necessary updates</li><li>Document customer interactions, questions, and resolutions accurately within the company’s system</li><li>Update customer account information and process service requests as needed</li><li>Escalate complex or unresolved concerns to the appropriate department or supervisor</li><li>Coordinate with internal departments to ensure customer issues are resolved efficiently</li><li>Meet established expectations for call quality, response time, attendance, and customer satisfaction</li><li>Follow company procedures and protect confidential customer information</li><li>Assist with additional customer service and administrative duties as needed</li></ul><p><br></p>
<p><strong>About the Opportunity</strong></p><p>Robert Half is partnering with a <strong>mission-driven nonprofit organization</strong> seeking a <strong>Call Center Representative</strong> to join their growing team. This opportunity is ideal for someone who is passionate about making a difference, enjoys connecting with people, and takes pride in delivering exceptional service to individuals in need.</p><p><br></p><p>The position is <strong>onsite during the first six months</strong> to ensure a successful training and onboarding experience. After that, employees transition to a <strong>hybrid schedule of three days remote and two days onsite each week</strong>.</p><p>Candidates with previous experience supporting a <strong>nonprofit organization, contact center, or customer service team</strong> are encouraged to apply.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients by answering a high volume of inbound calls and providing timely, compassionate support.</li><li>Help individuals navigate available programs, services, and community resources while identifying the most appropriate solutions for their needs.</li><li>Maintain accurate documentation of all customer interactions using CRM and case management systems.</li><li>Coordinate with internal departments to ensure clients receive prompt follow-up and appropriate assistance.</li><li>Deliver a positive and empathetic customer experience across phone, email, and other communication channels.</li><li>Research and resolve questions regarding services, eligibility, benefits, and general program information.</li><li>Utilize multiple systems simultaneously while maintaining accuracy, efficiency, and attention to detail.</li><li>Remain knowledgeable about organizational programs and community resources to provide reliable information and referrals.</li></ul><p><br></p>
<p>Our client is seeking a professional, dependable, and customer-focused Call Center Representative to join their team in the Twin Cities. This fully on-site role is ideal for someone who thrives in a fast-paced environment, enjoys helping customers, and can manage a high volume of calls while delivering excellent service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Handle inbound and outbound customer calls in a professional and timely manner</li><li>Respond to customer inquiries, resolve issues, and provide accurate information regarding products, services, or accounts</li><li>Document customer interactions, concerns, and resolutions in internal systems</li><li>Escalate complex issues to the appropriate department or supervisor when needed</li><li>Meet call handling, quality, and service expectations</li><li>Support customers with account updates, order status, scheduling, billing questions, or general service needs</li><li>Maintain strong knowledge of company products, services, and internal processes</li><li>Follow established procedures, scripts, and compliance guidelines as required</li><li>Collaborate with team members and internal departments to ensure a positive customer experience</li><li>Perform additional administrative or service-related duties as assigned</li></ul><p><br></p>
<p><strong>About the Role</strong></p><p>Robert Half is seeking a <strong>Call Center Agent </strong>for our client, a respected <strong>nonprofit organization</strong> dedicated to making a positive impact in the community. This is an excellent opportunity for someone who is passionate about helping others, enjoys providing exceptional customer service, and wants to build a career with a mission-driven organization.</p><p><br></p><p>This position is <strong>fully onsite for the first six months</strong> to support training and collaboration. Upon successful completion of the onboarding period, the schedule transitions to a <strong>hybrid model of three remote days and two onsite days per week</strong>.</p><p>Previous experience in a <strong>nonprofit organization, contact center, or high-volume customer service environment</strong> is strongly preferred.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to a high volume of inbound calls, providing compassionate, professional, and accurate assistance to clients and community members.</li><li>Listen carefully to each individual's needs and provide information, referrals, and guidance on available programs, services, and community resources.</li><li>Accurately document client interactions and maintain detailed records using CRM and web-based systems.</li><li>Collaborate with internal departments to ensure timely resolution of client questions and service requests.</li><li>Deliver an exceptional customer experience across phone, email, and other communication channels while maintaining empathy and professionalism.</li><li>Navigate multiple computer systems simultaneously to research information, update records, and track client activity.</li><li>Assist with questions related to eligibility, benefits, available services, and general program information.</li><li>Stay current on organizational programs, policies, and community resources to provide accurate information and support.</li></ul>
<p>We are seeking motivated, energetic, and customer-focused <strong>Outbound Call Center Representative </strong>to join a growing team. This position is ideal for someone who enjoys talking with people, thrives in a fast-paced environment, and is motivated by achieving daily goals. You'll spend the majority of your day making outbound calls, building rapport with customers, and providing outstanding service while accurately documenting each interaction.</p><p>Key Responsibilities</p><ul><li>Make a high volume of outbound calls to customers each day.</li><li>Engage customers in professional, friendly conversations while identifying their needs and providing appropriate solutions.</li><li>Answer questions, provide information, and address customer concerns with a positive, customer-first approach.</li><li>Accurately document all customer interactions and update account information within company systems.</li><li>Meet daily productivity, quality, and performance goals while maintaining exceptional customer service.</li><li>Navigate multiple computer systems simultaneously while managing customer conversations.</li><li>Follow established company policies, procedures, and compliance guidelines.</li><li>Collaborate with team members and leadership to ensure a consistent customer experience.</li></ul><p><br></p>
<p>We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position is ideal for someone who can manage emergency and routine calls with accuracy, sound judgment, and a calm, detail-oriented approach. The role serves as a central point of communication for facilities and security-related requests, ensuring timely dispatch, clear documentation, and consistent shift-to-shift coordination.</p><p><br></p><p>Responsibilities:</p><p>• Monitor incoming radio and phone communications, assess urgency, and coordinate the appropriate response when safety or operational issues arise.</p><p>• Gather complete details from callers, including location, incident type, and relevant conditions, and document the information accurately in the designated work order system.</p><p>• Dispatch facilities, security, or other response teams based on the nature of each request and follow through to support timely resolution.</p><p>• Maintain precise service records, log updates, and work order notes to ensure all activity is tracked clearly and consistently.</p><p>• Review active workflows throughout the shift to confirm that emergency and non-emergency requests are handled efficiently and according to established procedures.</p><p>• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.</p><p>• Communicate important updates, unresolved issues, and emerging concerns to incoming team members during shift handoff.</p><p>• Work closely with supervisors, responders, and partner departments to support coordinated action and effective communication across operations.</p>
Our company is seeking a contract Customer Service Specialist to support daily customer interactions and help ensure a positive service experience. This role is ideal for someone who is detail-oriented, organized and passionate about helping customers resolve questions and concerns in a fast-paced environment. <br> Key Responsibilities: Respond to customer inquiries by phone, email and chat in a professional and timely manner Resolve customer issues related to orders, accounts, billing or service requests Maintain accurate records of customer interactions in company systems Escalate complex issues to the appropriate internal team when needed Provide product and service information to customers Support administrative tasks related to customer accounts and service operations Follow company procedures and service standards to ensure customer satisfaction
<p>We are looking for a customer-focused Customer Service Specialist to support lead engagement and client communication for a contract position based in Wisconsin. In this role, you will connect with prospective customers, respond quickly to inquiries, and help guide opportunities forward through consistent outreach and thoughtful follow-up. The ideal candidate brings strong communication skills, sound judgment, and the ability to stay organized while managing multiple conversations in a fast-paced environment. This opportunity is well suited for someone who enjoys building relationships, solving problems, and contributing to a positive customer experience.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming inquiries in a timely manner and maintain steady follow-up to keep prospects engaged throughout the process.</p><p>• Develop positive relationships with prospective clients by understanding their needs, addressing concerns, and creating confidence in the service experience.</p><p>• Record, organize, and update lead interactions accurately within company systems to ensure clear visibility into activity and next steps.</p><p>• Coordinate appointments and support movement of promising opportunities through the sales pipeline.</p><p>• Work closely with internal partners to deliver a smooth and consistent experience for customers at every stage of engagement.</p><p>• Handle email and phone communications with care while managing multiple browser-based tools and customer records.</p><p>• Assist customers with general service questions and basic connectivity-related concerns, escalating issues when appropriate.</p><p>• Build knowledge of industry practices, internal workflows, and relevant market information to improve service quality and effectiveness.</p>
We are looking for a highly skilled Customer Service Specialist to join our team in Greensboro, North Carolina. This is a long-term contract position ideal for someone passionate about delivering exceptional service and resolving customer inquiries efficiently. The successful candidate will thrive in a fast-paced call center environment and demonstrate expertise in handling multi-line phone systems and data entry.<br><br>Responsibilities:<br>• Provide superior customer service by addressing inquiries and resolving complaints with professionalism and efficiency.<br>• Handle inbound calls in a high-volume call center setting while ensuring customer satisfaction.<br>• Operate multi-line phone systems to manage and prioritize incoming calls effectively.<br>• Perform accurate data entry to document customer interactions and maintain records.<br>• Collaborate with team members to ensure seamless communication and service delivery.<br>• Utilize Windows PC systems to access and update customer information.<br>• Maintain a thorough understanding of company policies to provide consistent and accurate information.<br>• Identify and escalate unresolved issues to appropriate departments for further assistance.<br>• Monitor call center operations and contribute to process improvement initiatives.<br>• Uphold a positive and helpful attitude while managing challenging situations with customers.
<p>Our client, a mission-driven nonprofit organization, is seeking a compassionate and customer-focused <strong>Bilingual Call Center Specialist (Spanish/English)</strong> to join their team. In this role, you will serve as the first point of contact for individuals seeking information, resources, and support. The ideal candidate is fluent in both English and Spanish, possesses excellent communication skills, and is passionate about making a positive impact within the community.</p><p><br></p><p>Key Responsibilities</p><ul><li>Answer a high volume of inbound calls from English- and Spanish-speaking clients in a professional, courteous, and empathetic manner.</li><li>Provide information about the organization's programs, services, and community resources.</li><li>Assess caller needs and connect individuals with the appropriate services or departments.</li><li>Accurately document all interactions in the organization's database or CRM system.</li><li>Follow up with clients to ensure questions and requests have been resolved.</li><li>Maintain confidentiality while handling sensitive client information.</li><li>Collaborate with internal teams to ensure timely and effective service delivery.</li><li>Meet established call quality, productivity, and customer service goals.</li><li>Assist with administrative tasks, data entry, and special projects as needed.</li><li>Support the organization's mission by delivering exceptional service to every caller.</li></ul><p><br></p>
<p>Our client is in need of a Customer Care Center Representative to support customers from our San Antonio, Texas location through thoughtful, accurate, and efficient service. This opportunity is ideal for someone who enjoys resolving account questions, guiding callers to the right resources, and creating a positive banking experience. The position also plays a key role in managing debit card claims and dispute cases with strong attention to detail, timely follow-up, and compliance-focused documentation.</p><p><br></p><p>Responsibilities:</p><p>• Handle inbound calls with professionalism, assess each inquiry quickly, and provide clear support for a wide range of customer account needs.</p><p>• Share accurate information related to balances, recent activity, and banking products while ensuring customers understand the next steps available to them.</p><p>• Route callers to the appropriate internal teams when requests fall outside the scope of the contact center and help create a smooth handoff.</p><p>• Resolve customer concerns with patience and empathy, identifying practical options that improve convenience and overall satisfaction.</p><p>• Open and manage debit card dispute cases, gathering required details and supporting documents in accordance with established regulatory standards.</p><p>• Monitor dispute activity from intake through resolution, maintain complete records, and issue provisional credits when eligibility requirements are met.</p><p>• Coordinate with internal partners and external service providers to advance investigations, send required correspondence, and keep cases moving within mandated timelines.</p><p>• Provide customers with timely updates on dispute progress and outcomes while completing daily balancing activities and other assigned operational support tasks.</p>
<p><strong>About the Position</strong></p><p><br></p><p>Robert Half is partnering with a community-focused nonprofit organization to hire a Bilingual Spanish Call Center Agent. This role is ideal for someone who is fluent in both English and Spanish, enjoys helping people, and is passionate about supporting a mission that positively impacts the local community. Every interaction is an opportunity to provide guidance, answer questions, and connect individuals with valuable services and resources.</p><p><br></p><p>The position is fully onsite during the first six months to provide comprehensive training and team support. Following the training period, employees transition to a hybrid schedule of three remote days and two onsite days per week.</p><p>Candidates with previous experience in a call center, customer contact center, nonprofit organization, or high-volume customer service environment are highly preferred.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Answer a high volume of inbound calls in both English and Spanish, providing courteous, accurate, and compassionate assistance.</li><li>Assist callers by explaining available programs, services, eligibility requirements, and community resources.</li><li>Identify customer needs through active listening and provide appropriate solutions or referrals.</li><li>Accurately document conversations and service requests within CRM and case management systems.</li><li>Work collaboratively with internal teams to ensure timely follow-up and resolution of client inquiries.</li><li>Navigate multiple computer applications while maintaining efficiency, accuracy, and professionalism.</li><li>Meet established performance metrics for quality, productivity, and customer satisfaction.</li><li>Maintain confidentiality and deliver a positive, client-centered experience with every interaction.</li></ul><p><br></p>
We are looking for a dedicated Healthcare Call Center Representative to join our team in Phoenix, Arizona. In this role, you will play a crucial part in enhancing the patient experience by handling inbound calls with care, professionalism, and efficiency. This is a long-term contract position within the healthcare industry, requiring excellent communication skills and the ability to manage high call volumes in a fast-paced environment.<br><br>Responsibilities:<br>• Respond promptly to all incoming calls, ensuring each caller receives courteous and efficient service.<br>• Operate and maintain proficiency in telecommunications hardware, software, and relevant IT systems.<br>• Address emergency situations by initiating appropriate responses to safety alarms and codes.<br>• Deliver emergency announcements with clarity and urgency when required.<br>• Utilize communication tools effectively while considering the cultural and individual needs of callers.<br>• Assess and route calls accurately, maintaining a high standard of confidentiality and professionalism.<br>• Handle a high volume of calls daily, maintaining efficiency and attention to detail.<br>• Collaborate with team members to ensure smooth operations and exceptional service delivery.<br>• Monitor and escalate critical situations as necessary to ensure patient safety.<br>• Uphold organizational standards and protocols in all interactions.
We are looking for a dedicated Client Services Specialist to join our team in Santa Barbara, California. In this role, you will be responsible for ensuring exceptional customer experiences through effective communication and problem-solving. This is a long-term contract position that offers the opportunity to make a meaningful impact by assisting clients with their needs and concerns.<br><br>Responsibilities:<br>• Respond promptly and professionally to customer inquiries via phone, email, and other communication channels.<br>• Troubleshoot connectivity issues and provide clear solutions to clients.<br>• Assist customers in navigating multiple browsers and platforms to resolve technical challenges.<br>• Ensure customer success by addressing concerns and resolving issues efficiently.<br>• Maintain detailed records of customer interactions and follow-ups to ensure resolution.<br>• Collaborate with internal teams to improve service delivery and customer satisfaction.<br>• Handle high-volume call center interactions while maintaining a positive and helpful demeanor.<br>• Provide guidance and support to customers regarding company products and services.<br>• Continuously update knowledge of company offerings to deliver accurate information to clients.
We are looking for a Client Services Specialist to support individuals seeking legal assistance in Miami, Florida. This contract opportunity is ideal for someone who brings strong interpersonal skills, sound judgment, and a service-focused approach to client support within a services environment. In this role, you will guide applicants through the intake process, connect them with appropriate resources, and contribute to community-based outreach efforts while maintaining confidentiality.<br><br>Responsibilities:<br>• Conduct client interviews to gather relevant background information and assess service needs.<br>• Evaluate applicants for program eligibility using established guidelines and accurate documentation practices.<br>• Direct individuals to internal or external resources when services fall outside available support options.<br>• Share general guidance and self-help materials with applicants to help them better understand available next steps.<br>• Participate in community clinics and outreach events hosted by the organization.<br>• Complete intake activities at off-site locations as assigned to expand access to services.<br>• Record client interactions and case details accurately within the case management system.<br>• Respond to client communications appropriately while safeguarding sensitive information.
<p>We are looking for a Managed Call Center Specialist to support hospitality clients by coordinating lodging arrangements and delivering responsive service from our Kentucky office. This contract position with permanent potential is ideal for someone who can balance speed, accuracy, and sound judgment while managing reservation requests within client travel guidelines. The person in this role will work closely with operations leadership and internal partners to resolve booking needs, maintain service quality, and create a positive customer experience.</p><p><br></p><p>We have 5 open positions with a variety of shifts. </p><p><br></p><p>Responsibilities:</p><p>• Coordinate hotel booking requests, typically covering short stays, and ensure each reservation is completed accurately and on time.</p><p>• Review client travel parameters such as budget limits, preferred properties, mileage expectations, and authorized requester rules when securing accommodations.</p><p>• Monitor incoming calls, emails, and internal messages, then respond promptly with clear updates and completed booking information.</p><p>• Follow up with customers on incomplete or pending requests before arrival dates to prevent service gaps and confirm final travel details.</p><p>• Address reservation changes such as extensions, early checkouts, and other booking adjustments by working directly with clients and hotel contacts.</p><p>• Apply practical decision-making to identify lodging options that satisfy both customer expectations and business cost objectives.</p><p>• Enter reservation details into internal systems with a high degree of accuracy and maintain organized records for each request.</p><p>• Partner with account teams and hotel network contacts to recognize commonly used properties and increase use of preferred hotel options.</p><p>• Participate in assigned training sessions, team meetings, and additional tasks that support daily operations and service performance.</p>
<p>Our client is seeking a motivated and customer-focused <strong>Bilingual Spanish Call Center Representative</strong> to join their growing customer support team. In this role, you will serve as the first point of contact for customers, assisting English- and Spanish-speaking callers by answering questions, resolving concerns, and providing exceptional service.</p><p>The ideal candidate has excellent communication skills, enjoys helping people, and thrives in a fast-paced call center environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Handle a high volume of inbound and outbound calls in both English and Spanish.</li><li>Provide accurate information regarding products, services, accounts, and company policies.</li><li>Resolve customer questions and concerns efficiently while maintaining a professional and empathetic demeanor.</li><li>Process customer requests, account updates, orders, and service inquiries.</li><li>Accurately document all customer interactions in CRM and internal systems.</li><li>Escalate complex issues to the appropriate department when necessary.</li><li>Meet individual and team performance metrics, including call quality, productivity, and customer satisfaction goals.</li><li>Follow up with customers to ensure timely resolution of outstanding issues.</li><li>Maintain confidentiality and adhere to company policies and procedures.</li><li>Assist with administrative duties and special projects as assigned.</li></ul><p><br></p>
<p><strong>About the Role</strong></p><p>Robert Half is seeking a Bilingual Customer Experience Specialist for our client, a respected nonprofit organization dedicated to making a positive impact in the community. This is an excellent opportunity for someone who is passionate about helping others, enjoys providing exceptional customer service, and wants to build a career with a mission-driven organization.</p><p><br></p><p>This position is <strong>fully onsite for the first six months</strong> to support training and collaboration. Upon successful completion of the onboarding period, the schedule transitions to a <strong>hybrid model of three remote days and two onsite days per week</strong>.</p><p>Previous experience in a <strong>nonprofit organization, contact center, or high-volume customer service environment</strong> is strongly preferred.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to a high volume of inbound calls, providing compassionate, professional, and accurate assistance to clients and community members.</li><li>Listen carefully to each individual's needs and provide information, referrals, and guidance on available programs, services, and community resources.</li><li>Accurately document client interactions and maintain detailed records using CRM and web-based systems.</li><li>Collaborate with internal departments to ensure timely resolution of client questions and service requests.</li><li>Deliver an exceptional customer experience across phone, email, and other communication channels while maintaining empathy and professionalism.</li><li>Navigate multiple computer systems simultaneously to research information, update records, and track client activity.</li><li>Assist with questions related to eligibility, benefits, available services, and general program information.</li><li>Stay current on organizational programs, policies, and community resources to provide accurate information and support.</li></ul><p><br></p>
<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>Job Title: Client Operations Specialist </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $75-80k + Bonus</strong></p><p> </p><p>Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. <strong>If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role,</strong> this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and <strong>offers real potential for career advancement.</strong></p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
<p><em>The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p> </p><p>You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>