273 Results for Call Center Specialist Jobs

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Call Center Specialist

Honolulu, HI
onsite
Temporary / Contract
26.923 - 31.174 USD / Hourly
We are looking for a customer-focused Call Center Specialist to support a leading organization in the energy and natural resources industry. This long-term contract position is ideal for someone who enjoys helping customers, navigating service-related questions, and delivering clear, attentive support in a busy contact center setting. The person in this role will manage a wide range of account and service requests while ensuring each interaction is handled accurately and efficiently. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling us at 808-531-0800. Responsibilities:• Respond to incoming calls from customers and provide timely assistance with questions, concerns, and service needs.• Complete service-related transactions such as starting new accounts, updating customer information, arranging deposits, and processing disconnection requests.• Investigate and resolve issues involving billing, payments, energy usage, and general account activity.• Record customer interactions and account changes carefully within internal service and account management systems.• Deliver solutions to customer concerns by gathering information, reviewing account details, and following established service procedures.• Provide an attentive and courteous experience during high-volume periods while maintaining accuracy and responsiveness.• Support account maintenance tasks and related administrative activities, including documentation and digital record handling when needed.
2026-10-20T00:00:00Z

Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
31 - 35 USD / Hourly
We are looking for a Call Center Specialist to support critical service coordination in California. This long-term contract position is ideal for someone who can manage urgent and routine calls, collect accurate information, and ensure the right response teams are engaged quickly. The role requires strong judgment, clear communication, and a consistent approach to documentation and shift-based operations. Responsibilities:• Monitor radio communications and assess developing situations to coordinate additional support when safety concerns arise.• Receive emergency and non-emergency calls, gather complete incident details, and document requests accurately in the designated work order and dispatch system.• Route service issues to the appropriate response group, including facilities, security, or other operational teams, based on the nature of the request.• Maintain precise records through work orders, call logs, and shift notes to support continuity and accountability.• Prepare recurring operational reports using standard office software such as Microsoft Word and Excel.• Review active workflows throughout the shift to help ensure service requests are handled promptly and in line with established procedures.• Communicate important updates to incoming team members during shift handoff so ongoing issues remain properly managed.• Work closely with supervisors, responders, and partner departments to support coordinated incident response and daily operations.
2026-10-06T00:00:00Z

Call Center Specialist

Blue Bell, PA
onsite
Temporary to Hire
17 - 17 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 2:30pm -10pm (2nd shift), Sundays occasionally – 9am-2pm 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.
2026-10-20T00:00:00Z

Call Center Specialist

Malvern, PA
onsite
Temporary / Contract
23 - 23 USD / Hourly
We are looking for an Order Fulfillment Representative to join a busy onsite team in Malvern, Pennsylvania. This Long-term Contract position is ideal for someone who enjoys delivering responsive customer support while handling order-related tasks with precision. In this role, you will work directly with customers to confirm details, prepare accurate documentation, and help maintain dependable records in a fast-moving environment. Responsibilities:• Manage incoming customer requests related to orders and pricing, ensuring each transaction is entered correctly and completed on time.• Speak with customers to clarify purchase details, resolve missing information, and confirm order accuracy before processing.• Prepare and update quotes based on customer needs while maintaining clear and attentive communication throughout the process.• Enter, review, and maintain customer account information to support accurate records and efficient service.• Provide day-to-day assistance in a high-volume support setting, balancing speed with attention to detail.• Use office applications and internal customer service tools to document activity, track requests, and support workflow needs.
2026-10-21T00:00:00Z

Call Center Specialist

Pennsauken, NJ
onsite
Temporary / Contract
19 - 20 USD / Hourly
We are seeking a detail-oriented Call Center Specialist with experience handling a high-volume ordering process in a fast-paced environment. The ideal Call Center Specialist will have a strong background managing high call volume and supporting customers through both phone and chat channels. Based on general knowledge.<ul><li>Process a high volume of customer orders accurately and efficiently. </li><li>Handle inbound and outbound calls in a fast-paced call center environment.</li><li>Respond to customer inquiries via phone and chat with professionalism and urgency. </li><li>Enter and update order information in company systems with a high level of accuracy. </li><li>Resolve customer issues related to orders, product availability, shipping, and account questions. </li><li>Maintain strong service levels while managing multiple priorities throughout the day. </li><li>Collaborate with internal teams to ensure timely and accurate order fulfillment.</li></ul>
2026-10-22T00:00:00Z

Call Center Specialists

Albany, NY
onsite
Temporary / Contract
17 - 18 USD / Hourly
We are looking for two Call Center Specialists to support retailer communications and deliver responsive service from Albany, New York. These Contract positions focus on handling daily outreach and inbound inquiries while helping retailers maintain accurate instant ticket inventory and stay informed about current game offerings. The ideal candidates bring customer-focused approach, strong organization, are very comfortable on the phones, and have the ability to manage multiple priorities in a fast-paced call center environment. Responsibilities:• Coordinate and complete the daily call queue with accuracy, urgency, and consistent follow-through.• Respond to incoming calls from retailers, address questions clearly, and provide timely support for order-related concerns.• Share updates on active games, upcoming launches, jackpot activity, and promotional programs so retailers can plan effectively.• Review and prepare required forms and documentation, ensuring all records are completed correctly and submitted on time.• Partner with retailers and internal teams to research ordering discrepancies, shipment issues, and inventory-related questions.• Conduct outbound follow-up with retailers who have not yet confirmed their orders and help secure timely responses.• Use computer-based tools, including Enterprise Series and customer service systems, to enter information and track interactions.• Balance multiple tasks throughout the day while maintaining service quality and meeting productivity expectations.• Expand knowledge through cross-training to provide broader team support and improve issue resolution coverage.
2026-10-19T00:00:00Z

Call Center Representative

Dallas, TX
onsite
Temporary / Contract
18 - 24 USD / Hourly
Position OverviewOur client is seeking a customer-focused and motivated Call Center Representative to join their team. This role is responsible for handling a high volume of inbound and outbound calls, assisting customers with inquiries, resolving issues, and delivering exceptional service. The ideal candidate is a strong communicator who thrives in a fast-paced environment and enjoys helping customers.Responsibilities<ul><li>Answer high-volume inbound customer calls professionally and efficiently</li><li>Resolve customer inquiries, concerns, and service issues</li><li>Document customer interactions accurately in company systems</li><li>Follow up with customers regarding open issues or requests</li><li>Maintain service level and quality standards</li><li>Research and troubleshoot customer concerns</li><li>Escalate complex issues appropriately</li><li>Support various administrative and customer service functions as needed</li></ul>
2026-10-12T00:00:00Z

Call Center

Coppell, TX
onsite
Temporary / Contract
20 - 22 USD / Hourly
Robert Half is hiring! Are you passionate about helping people through challenging financial situations? We are hiring Loss Mitigation Representatives to support homeowners seeking mortgage assistance and help them navigate available solutions. What You'll Be Doing: Answering inbound calls from homeowners seeking mortgage assistance Explaining loss mitigation options and next steps Reviewing accounts and documenting customer interactions Collecting and validating required documentation Providing compassionate customer service during sensitive situations Working in a fast-paced, high-volume call center environment Position Details: Fully onsite in Coppell, TX (75019) Monday – Friday 8 am – 5 pm (Training + work hours) $22/hour 3–4-month contract to permanent assignment Potential for permanent permanent based on performance and attendance Upon Conversion: $20/hour base pay + monthly performance bonuses ranging from $1,700-$3,000+ Bonus potential increases total earnings to approximately $30-$37/hour equivalent Eligible for company benefits, PTO, and overtime opportunities (rotational Saturdays) upon permanent conversion Strong long-term earning potential for top performers
2026-10-19T00:00:00Z

Call Center Agent

San Diego, CA
onsite
Temporary / Contract
20 - 25 USD / Hourly
We are seeking a customer-focused and detail-oriented Insurance Call Center Representative to support policyholders, answer insurance-related inquiries, and provide exceptional service in a fast-paced call center environment. This individual will serve as a primary point of contact for customers, assisting with policy questions, account updates, claims inquiries, and general insurance needs while ensuring accurate documentation and timely resolution. The ideal candidate has strong communication skills, a professional phone presence, and the ability to navigate multiple systems while delivering a positive customer experience. Key Responsibilities<ul><li>Handle a high volume of inbound and outbound calls from policyholders, prospective customers, and other insurance-related contacts.</li><li>Respond to inquiries regarding insurance policies, coverage details, billing, payments, claims status, and account information.</li><li>Provide accurate information and guidance while adhering to company policies, procedures, and applicable regulations.</li><li>Assist customers with policy updates, personal information changes, payment processing, and other account maintenance requests.</li><li>Document customer interactions, inquiries, and resolutions accurately in the customer relationship management (CRM) system.</li><li>Research and resolve customer concerns, escalating complex issues to the appropriate department when necessary.</li><li>Deliver professional, empathetic, and solutions-oriented customer service, particularly when handling sensitive or stressful situations.</li><li>Navigate multiple software platforms simultaneously while maintaining accuracy and efficiency.</li><li>Meet established performance metrics, including call quality, customer satisfaction, productivity, and attendance.</li><li>Follow established scripts, quality assurance guidelines, data privacy requirements, and compliance procedures.</li><li>Collaborate with team members and supervisors to improve service delivery and customer satisfaction.</li><li>Participate in ongoing training related to insurance products, systems, and customer service best practices.</li></ul>
2026-10-16T00:00:00Z

Call Center Agent

San Diego, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
Position OverviewOur client, a professional services organization, is seeking a Call Center Agent to support daily operations and deliver a positive customer experience. This individual will handle incoming calls, respond to inquiries, provide accurate information, and direct customers to the appropriate departments or resources. The ideal candidate is professional, personable, and comfortable managing a high volume of calls in a fast-paced environment.Key Responsibilities<ul><li>Answer incoming calls and respond to customer inquiries in a professional and timely manner.</li><li>Provide information regarding company services, processes, and general inquiries.</li><li>Route calls to the appropriate departments or team members and ensure proper follow-up.</li><li>Document customer interactions, update records, and maintain accurate information in internal systems.</li><li>Resolve routine questions and concerns while escalating more complex issues as needed.</li><li>Manage a high volume of calls while maintaining quality service and attention to detail.</li><li>Assist with scheduling, appointment coordination, and other administrative tasks as needed.</li><li>Follow established procedures and maintain confidentiality when handling customer information.</li></ul>
2026-10-20T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
31 - 35 USD / Hourly
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 a detail-oriented customer service specialist who can manage urgent and routine calls, gather accurate details, and direct the appropriate response teams with sound judgment. The role requires strong communication, careful documentation, and the ability to stay composed while handling fast-moving situations in a healthcare environment. Responsibilities: • Monitor incoming radio and call activity, assess each situation, and coordinate additional support when safety-related issues arise. • Receive emergency and non-emergency requests, collect complete incident details, and route work to the appropriate facilities, security, or response personnel. • Enter service requests, updates, and incident information into the designated management system while keeping logs and work orders accurate and current. • Apply established procedures consistently to ensure critical response steps are completed thoroughly and without delay. • Prepare routine shift, daily, and weekly reports using standard office software such as Microsoft Word and Excel. • Communicate key updates during shift handoffs so incoming team members are informed of ongoing issues, priorities, and unresolved items. • Review active workflows to confirm service requests are being handled with attention to detail, efficiently, and within expected response standards. • Serve as a point of coordination among supervisors, facilities teams, security staff, and other internal partners involved in incident response.
2026-10-21T00:00:00Z

Call Center/Customer Service Representative

Irwin, PA
onsite
Temporary / Contract
16 - 18 USD / Hourly
Our client is looking for a Call Center Representative to join their Support & Services team. This is a contract-to-hire opportunity offering $16-18/hour (DOE) with strong potential for long-term career growth and advancement throughout the organization. Pay: $16.00-$18.00/hourPosition Type: Contract-to-hire with long-term growth potentialCareer Growth: Strong opportunities for advancement both within the call center and in other areas of the organizationSchedule: Monday-Friday, 8:00 AM-4:00 PM, 37.5-hour work week with unpaid 30-minute lunch plus two paid 10-minute breaks dailyWork Site Requirements: Full onsite training Monday-Friday for approximately 3 months. After successful completion of training, employees can transition to a hybrid schedule with 2 days onsite and 3 days remote each week Responsibilities:<ul><li>Serve as the primary point of contact for taxpayers and business owners, providing exceptional customer service over the phone</li><li>Handle inbound calls related to account inquiries, tax collections, and general compliance questions</li><li>Respond to customer inquiries received through email and other digital channels</li><li>Conduct outbound follow-up calls for account verification and customer support</li><li>Accurately document customer interactions and update account information within internal systems</li><li>Learn and follow department procedures, security protocols, and compliance requirements</li><li>Stay informed on process updates and participate in ongoing training programs</li><li>Meet individual and team performance goals in a fast-paced call center environment</li></ul>
2026-10-14T00:00:00Z

Customer Service Specialist

West Palm Beach, FL
onsite
Permanent / Full Time
65000 - 85000 USD / Yearly
Robert Half Finance & Accounting is working with an industry leading manufacturing client with global operations seeking a Customer Service Specialist to add to their team. In this role, you will support order management and customer communications for a fast-paced distribution environment while working across various departments within the company. This role serves as a key point of contact for customers (both domestic & international), distributors, and internal teams by ensuring orders, product requests, and service issues are handled accurately and efficiently. The ideal candidate brings strong administrative and customer service experience, communicates clearly, and is comfortable coordinating with shipping and sales teams to deliver a high-quality customer experience. Responsibilities:• Manage incoming customer, distributor, and internet orders from receipt through completion while maintaining accuracy and timely follow-up.• Provide clear information to customers regarding product pricing, stock status, shipping timelines, and available discounts.• Handle requests for product literature, price books, instruction manuals, and related support materials.• Coordinate special parts orders and product sample requests for customers as well as the sales team.• Work closely with the shipping department to align order fulfillment, delivery details, and logistics needs.• Respond promptly to email inquiries from distributors and homeowners with accurate and attentive service.• Support the resolution of product returns, warranty matters, and shortage claims by gathering details and coordinating next steps.• Build and maintain positive customer relationships through responsive service and consistent communication.• Assist with additional administrative and service-related tasks as needed to support daily operations.
2026-09-22T00:00:00Z

Customer Service Specialist

Wilmington, MA
onsite
Permanent / Full Time
55000 - 73000 USD / Yearly
Robert Half is recruiting for a Customer Service Specialist role with a rapidly growing manufacturing client in the Wilmington area. This is a permanent role, joining an already established team, with lots of growth opportunity. Our client is looking for a customer service candidate with at least 1-2 years of professional business to business experience. A Bachelor's degree is preferred but not required. Responsibilities include preparing quotes, processing orders, and answering more technical questions as needed. This is NOT a call center role; it's a far more strategic customer service function. If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I'm scheduling interviews soon!
2026-10-22T00:00:00Z

Customer Service Specialist

Honolulu, HI
onsite
Temporary to Hire
16.15 - 18.7 USD / Hourly
We are looking for a Customer Service Specialist to support daily operations for the warehouse in Hawaii. This contract-to-permanent opportunity is ideal for someone who enjoys helping people, managing administrative duties, and keeping information organized in a fast-paced service environment. The person in this role will serve as a key point of contact for individuals seeking program information while providing dependable coordination and office support. Preference will be given to Hawaii residents due to the onsite nature of this role. To apply, please call us at 808-531-0800. Responsibilities:• Assist callers and visitors by answering questions about available programs and services in a thorough and helpful manner.• Coordinate and confirm pickup times and client appointments to support smooth day-to-day scheduling.• Enter and maintain accurate information in internal records and tracking systems.• Speak with clients to gather feedback and complete surveys in a respectful and organized way.• Support administrative activities tied to human services programs, including document handling and routine office tasks.• Communicate clearly by phone, email, and in writing with clients, staff, and community contacts.• Work closely with team members and partner programs to ensure responsive service for a diverse population.
2026-10-13T00:00:00Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
19 - 24 USD / Hourly
We are looking for a Client Services Specialist to support event-related client interactions and deliver a high standard of service for attendees, exhibitors, and internal teams. This is a Contract position with an initial 12-week assignment and potential for longer-term opportunity. The person in this role will help ensure event information is accurate, customer questions are resolved efficiently, and service processes are continuously improved to create a strong overall experience. Responsibilities:• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.• Process and update registrations across various event systems with a high level of accuracy and attention to detail.• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.
2026-10-19T00:00:00Z

Client Services Specialist

Oceanside, CA
onsite
Temporary / Contract
28 - 32 USD / Hourly
More than customer service — become the person clients remember.A well-established North County organization is adding a Customer Experience & Client Services Specialist to its growing team. This opportunity is ideal for someone who enjoys building relationships, solving problems, and keeping customers informed from the first interaction through final resolution.The company is looking for someone who can balance a friendly, approachable communication style with strong follow-through and organization. You'll be working with customers, internal departments, and operations teams to coordinate requests, resolve issues, and make sure nothing falls through the cracks. This is a great fit for someone who enjoys a fast-moving office environment and wants a position that offers variety throughout the day. The ideal candidate is confident on the phone, comfortable managing a busy inbox, and knows how to turn a frustrated customer interaction into a productive conversation. You'll have ownership over customer requests rather than simply transferring calls or passing issues along. What you'll be doing:<ul><li>Serve as a primary point of contact for incoming customer calls, emails, and service inquiries.</li><li>Respond to questions regarding orders, account information, scheduling, billing, and service updates.</li><li>Enter customer requests, orders, and account changes into internal systems.</li><li>Monitor open cases and follow up with internal departments to ensure timely resolution.</li><li>Coordinate service appointments, deliveries, customer requests, and scheduling changes.</li><li>Investigate discrepancies and communicate solutions in a clear, professional manner.</li><li>Maintain accurate customer records, notes, and correspondence.</li><li>Assist with invoice questions, payment follow-ups, and basic account reconciliation.</li><li>Prepare daily activity reports and communicate recurring customer concerns to management.</li><li>Work closely with sales, operations, and administrative teams to improve the overall customer experience.</li></ul>
2026-10-02T00:00:00Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
24 - 28 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.
2026-10-19T00:00:00Z

Client Services Specialist

Reno, NV
onsite
Temporary to Hire
25 - 32 USD / Hourly
We are looking for a Client Services Specialist to join a financial services team in Reno, Nevada. This position blends client-facing administrative support with behind-the-scenes planning coordination, making it ideal for someone who is organized, thorough, and comfortable managing multiple priorities. The role will support advisors through account administration, meeting coordination, client communication, and financial planning preparation while helping deliver a strong client experience in a collaborative team setting. Responsibilities: • Coordinate client appointments, manage calendars, and prepare materials needed for advisor meetings. • Support the development of financial planning documents by organizing client information and assisting with retirement and planning projections. • Review and interpret client financial details to help advisors prepare informed planning recommendations. • Assist with account setup, maintenance activities, and onboarding tasks while ensuring required forms are completed accurately. • Process service requests such as asset transfers, distributions, and other account-related documentation in a timely manner. • Respond to client inquiries by phone and email, providing clear updates and addressing routine service needs. • Examine insurance, tax, and estate-related documents to help organize planning files for advisor review. • Conduct investment and portfolio-related research to support internal planning discussions and follow up on next steps after client meetings.
2026-10-06T00:00:00Z

Customer Support Specialist

Vista, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
A growing North County manufacturer is seeking a responsive, organized Customer Support & Order Management Specialist to serve as a key connection between customers, sales, warehouse operations, and logistics. This is an excellent opportunity for someone who enjoys helping customers but also likes the administrative and operational side of getting things done.You'll manage customer inquiries from initial order entry through delivery updates and resolution of any issues. The team needs someone who can stay organized when priorities change, communicate clearly when something goes off track, and make sure customers receive accurate information rather than being passed from department to department. Your responsibilities will include:<ul><li>Respond to customer inquiries by phone and email regarding orders, products, availability, and delivery schedules.</li><li>Enter customer orders and verify pricing, quantities, shipping details, and purchase order information.</li><li>Monitor open orders and communicate status updates to customers.</li><li>Coordinate with warehouse and logistics teams regarding shipments, delays, and delivery changes.</li><li>Investigate order discrepancies, damaged shipments, returns, and missing items.</li><li>Process order changes, cancellations, credits, and replacement requests according to company procedures.</li><li>Maintain accurate customer account notes and order records.</li><li>Work with sales representatives to resolve customer concerns and improve service.</li><li>Follow up on outstanding issues until the customer receives a clear resolution.</li><li>Prepare order reports and track recurring customer service issues.</li><li>Assist with account setup and customer documentation.</li><li>Identify workflow improvements that reduce order errors and response times.</li></ul>
2026-10-13T00:00:00Z

Customer Support Specialist

Bethesda, MD
onsite
Temporary / Contract
22 - 28 USD / Hourly
We are seeking a Customer Support Specialist to join our team and deliver outstanding service to customers through timely, professional, and solutions-focused support. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately. Responsibilities:<ul><li>Respond to customer inquiries via phone, email, and chat</li><li>Resolve issues and document outcomes in CRM systems</li><li>Escalate complex issues to internal teams</li><li>Identify service trends and improvement opportunities</li></ul>
2026-10-07T00:00:00Z

Client Relationship Specialist

Chicago, IL
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
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] 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. Job Description: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. Responsibilities:<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>
2026-10-20T00:00:00Z

Customer Success Specialist

Rayville, LA
onsite
Temporary to Hire
17 - 20 USD / Hourly
We are looking for a detail-oriented Customer Success Specialist to support commercial lending operations in Rayville, Louisiana. This contract opportunity with permanent potential is ideal for someone who can manage documentation with precision, coordinate effectively across teams, and help ensure commercial loan files are complete, compliant, and ready for closing. The person in this role will contribute to accurate loan package preparation, documentation review, and due diligence activities tied to commercial and real estate lending. Responsibilities:• Prepare commercial loan and collateral documentation for a variety of lending transactions while maintaining alignment with bank standards and applicable legal requirements.• Review participation loan files for both purchased and sold transactions to confirm completeness, accuracy, and proper execution.• Examine existing loan and collateral records during renewals or new originations to identify and resolve documentation issues tied to previously pledged assets.• Coordinate with attorneys and other external partners when legal support is needed to move commercial loan closings forward.• Gather and evaluate pre-closing materials such as approval records, borrower organizational documents, lien search results, title work, insurance coverage, flood compliance items, environmental reports, and appraisal documentation.• Verify that borrower authority, collateral protection, lien position, and underwriting support meet internal policy expectations before closing.• Support secondary quality reviews of loan packages to reduce documentation errors and strengthen file accuracy prior to finalization.• Work closely with lending and documentation staff to assist with due diligence efforts and the preparation of complete commercial loan files.
2026-10-05T00:00:00Z

Customer Success Specialist

Wilmington, DE
onsite
Temporary to Hire
19 - 19 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.
2026-09-18T00:00:00Z

Customer Success Specialist

Metairie, LA
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for a Customer Success Specialist to join our team in Metairie, Louisiana in a contract-to-permanent capacity. This opportunity is ideal for someone who excels at supporting clients, managing high-value banking transactions, and coordinating complex loan-related activities with accuracy and professionalism. The role combines customer service, documentation oversight, and cross-functional partnership to help ensure a smooth client experience while maintaining operational and regulatory standards. Responsibilities: • Guide customers and internal partners through complex loan closing activities, ensuring each transaction progresses accurately and on schedule. • Review credit documents, commitment terms, legal paperwork, and supporting records to confirm alignment with approved structures and required conditions. • Create and validate detailed loan documentation packages for multifaceted commercial transactions involving multiple entities, facilities, and collateral types. • Coordinate due diligence items such as insurance, title materials, entity documents, appraisals, public records, and other third-party requirements needed for closing. • Manage funding logistics, settlement details, disbursements, and post-closing follow-up to support complete and accurate transaction processing. • Act as a key resource for questions related to documentation, collateral perfection, compliance expectations, and exception resolution. • Conduct secondary quality checks on closing files prepared by team members and provide clear feedback to strengthen accuracy and consistency. • Track outstanding exceptions and collaborate with servicing, collateral, and production teams to resolve issues with urgency. • Support team effectiveness by sharing knowledge, assisting with training, and contributing to procedural updates, reference tools, and process improvements. • Participate in audits, testing, compliance activities, and operational enhancement efforts, including support for system-related updates when needed.
2026-10-19T00:00:00Z

273 results for Call Center Specialist jobs