254 Results for Client Service Associate Jobs

Add your latest resume to match with open positions.

Client Service Associate

San Mateo, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | REMOTE Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000 - 100000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 San Carlos, CA (Hybrid)🏢 Established Wealth Management Firm💰 Competitive Base + Bonus Join a growing advisory team in a hybrid client service role supporting both wealth management operations and insurance-related client needs. This opportunity requires strong client service experience and insurance expertise, with an eagerness to develop it in a collaborative, growth-focused environment. An excellent opportunity for a highly organized, client-focused professional who enjoys building relationships, managing complex workflows, and contributing to a collaborative, growth-oriented team. The RoleThe Client Service Associate will serve as a primary point of contact for clients while managing a variety of operational, administrative, and insurance servicing responsibilities. The role combines traditional wealth management client service functions with insurance case management and planning support, offering broad exposure across advisory operations. Key Responsibilities<ul><li>Manage client account servicing, including account openings, beneficiary updates, money movement requests, rollovers, and account maintenance.</li><li>Support life insurance and annuity operations, including application processing, underwriting coordination, carrier communication, policy servicing, and contract delivery.</li><li>Serve as a primary contact for client inquiries and service requests via phone, email, and virtual meetings.</li><li>Maintain accurate client records, workflows, and activity tracking within CRM and planning systems.</li><li>Coordinate with custodians, insurance carriers, and internal team members to ensure timely execution of client requests.</li><li>Track compliance-related activities, documentation, and operational processes.</li><li>Assist with financial planning support, client onboarding, data gathering, and plan preparation.</li><li>Manage advisor scheduling and client meeting coordination.</li><li>Support referral tracking, marketing initiatives, and client engagement efforts.</li><li>Assist with special projects and operational improvements as needed.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-05T00:00:00Z

Client Service Associate

San Mateo, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-02T00:00:00Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Our client, a highly respected independent wealth management firm, is seeking a Client Service Associate to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice. As a Client Service Associate, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment. Key Responsibilities<ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-29T00:00:00Z

Client Services Associate

Houston, TX
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly. Responsibilities:• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.
2026-10-02T00:00:00Z

Client Services Associate

Portage, MI
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for a detail-oriented Client Services Associate to support a high-quality client experience in Portage, Michigan. This position works closely with internal partners to coordinate meeting preparation, manage account-related activities, and help keep client information accurate and current. The ideal candidate brings financial services experience, strong organizational ability, and a careful approach to handling sensitive information. Responsibilities: • Partner with advisors and investment professionals to organize materials, recommendations, and supporting documents in advance of client appointments. • Participate in client meetings as needed and carry out next steps promptly to ensure timely follow-through. • Guide new clients through the onboarding process by gathering required details and completing account-opening documentation. • Update and maintain client records within company systems, with a strong focus on precision and data integrity. • Process service requests such as beneficiary revisions, address updates, required minimum distributions, transfers, and movement of funds accurately and on schedule. • Carry out trade-related activities based on direction from the investment team while following established procedures. • Work with custodians, mutual fund companies, and other financial institutions to complete transactions and help resolve account issues. • Enter client information into financial planning tools and support analysis and presentation preparation for client-facing discussions. • Protect confidential client data and perform all work in accordance with regulatory and compliance standards.
2026-09-22T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-10-05T00:00:00Z

Customer Service Associate

Tarrytown, NY
onsite
Temporary to Hire
20 - 22 USD / Hourly
We are looking for a Customer Service Associate to join a manufacturing organization in Tarrytown, New York in a Contract to permanent capacity. This position focuses on delivering responsive support across phone and email channels, helping customers resolve service questions and technical connectivity concerns with care and attention. The ideal candidate is comfortable working in a fast-paced environment, balancing accuracy, communication, and problem-solving throughout the customer experience. Responsibilities: • Respond to customer inquiries by phone and email, providing timely and detail-oriented support for a wide range of service needs. • Investigate and resolve connectivity-related issues by gathering details, identifying root causes, and guiding customers through practical solutions. • Document customer interactions clearly and accurately to maintain complete service records and support follow-up activities. • Coordinate with internal teams to address more complex concerns and ensure issues are resolved efficiently. • Manage multiple service requests at once while maintaining a high standard of accuracy, responsiveness, and customer care. • Support weekday operations and provide occasional remote weekend assistance as business needs require, without increasing total scheduled hours.
2026-10-07T00:00:00Z

Client Service Coordinator - Associate

Osterville, MA
onsite
Temporary / Contract
22 - 22 USD / Hourly
Client Service Coordinator - AssociateLocation: Osterville, MA 02655Assignment Type: TemporaryAssignment Length: 12 weeksSchedule: 30 hours per weekTentative Pay Rate: $22.00 per hourPosition OverviewWe are seeking a Client Service Coordinator - Associate to provide front desk, administrative, and operational support within a branch office. This position will support daily office functions, advisors, branch meetings and events, and ongoing operational projects.Key Responsibilities<ul><li>Cover incoming phone calls and front desk operations.</li><li>Handle incoming and outgoing mail and maintain the branch check log.</li><li>Order office supplies and stationery.</li><li>Assist with licensing-related administrative tasks and expense reports.</li><li>Provide basic administrative support to advisors as needed.</li><li>Support the Interim Operations Leader with branch event planning and execution.</li><li>Contribute to OAR-related projects and initiatives.</li><li>Coordinate branch meetings, including confirming wholesalers, ordering lunch, and tracking attendance.</li><li>Assist with advertising-related administrative activities.</li><li>Coordinate and distribute invitations for regional webinars to the branch.</li><li>Provide additional branch operational and administrative support as needed.</li></ul>
2026-09-29T00:00:00Z

Client Services Representative

Appleton, WI
onsite
Permanent / Full Time
38000 - 54000 USD / Yearly
We are looking for a Client Services Representative to support daily office operations and deliver attentive service to clients in Wisconsin. This position blends front-desk coordination, administrative support, and account-related assistance in a detail-focused financial services environment. The ideal candidate is organized, detail-focused, and comfortable managing both client-facing interactions and behind-the-scenes documentation with accuracy and care. Responsibilities:• Welcome clients and guests warmly while creating a welcoming and detail-focused front-office experience.• Manage inbound and outbound mail by receiving, organizing, and distributing items in a timely manner.• Track office supply levels, replenish inventory, and coordinate orders to keep the workplace running efficiently.• Digitize records, organize documentation, and maintain accurate physical and electronic filing systems.• Update and maintain client information within the CRM system to support reliable recordkeeping and communication.• Proofread letters, forms, and other written materials to ensure accuracy and readability.• Support special assignments and provide general administrative assistance across the office as business needs arise.• Prepare and submit documentation for both new and existing accounts and coordinate follow-up activities as needed.• Assist with client account servicing by working with external partners, handling check processing, monitoring fund movements, and assembling meeting materials for upcoming client appointments.
2026-10-02T00:00:00Z

Client Services Representative

Newtown, PA
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a Client Services Representative to support a fast-paced public accounting environment. This role serves as a key point of contact for clients, helping ensure information is gathered accurately, timelines are met, and service remains consistent and dependable throughout the engagement lifecycle. The ideal candidate brings prior experience within an accounting firm and can confidently manage administrative, document, and client-facing tasks with a high degree of discretion. Responsibilities: • Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions. • Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use. • Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule. • Draft engagement letters, written client communications, and other administrative materials needed to support daily operations. • Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs. • Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems. • Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks. • Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines. • Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
2026-09-25T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-09-11T00:00:00Z

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

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

Account Service Associate

Sunnyvale, CA
onsite
Temporary / Contract
32.3 - 37.4 USD / Hourly
We are looking for an Account Service Associate to support key account operations for a financial services team in Sunnyvale, California. This Long-term Contract position is ideal for someone who combines strong analytical skills with a service-oriented approach and can manage detailed transactional work with accuracy. The role involves assisting with account administration, member support, reporting activities, and compliance-related processes while contributing to smooth day-to-day operations. Responsibilities: • Perform recurring reviews and operational checks to verify account accuracy, identify discrepancies, and maintain compliance with internal standards. • Address member questions related to account eligibility, required paperwork, and general account details with professionalism and clear communication. • Prepare and submit Adult Protective Services reports in accordance with established guidelines and documentation requirements. • Assist with unclaimed property activities by updating records and maintaining information within escheatment tracking tools. • Support the handling of decedent accounts, including ownership changes, account updates, and closure processing as needed. • Process account transactions such as contributions, distributions, and withholding election updates with careful attention to detail. • Compile and produce weekly rate and fee schedules to support ongoing account servicing and reporting needs. • Contribute to special assignments and help maintain procedural documentation, reference materials, and job aids for the team.
2026-10-07T00:00:00Z

Customer Success Associate

Los Angeles, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Customer Success Associate Company OverviewA software company based in Los Angeles, California is building enterprise solutions that help organizations integrate AI-powered agents into everyday business workflows. The company develops technology that connects AI with existing business systems to automate work, surface insights, and improve operational efficiency. This is an opportunity to join an emerging technology organization and work closely with customers adopting next-generation AI capabilities. Role SummaryThe Customer Success Associate will help customers successfully onboard, adopt, and realize value from an enterprise AI platform. This role will serve as a primary day-to-day contact for a portfolio of customers while partnering closely with Product and Engineering teams to address technical questions, capture feedback, and improve the customer experience. The ideal candidate combines strong relationship management skills with technical curiosity and a practical understanding of how AI and automation can improve business workflows. Key Responsibilities<ul><li>Manage day-to-day relationships with a portfolio of customer accounts, providing responsive and consultative support.</li><li>Guide customers through onboarding, platform adoption, business system integrations, and identification of high-value AI workflows.</li><li>Help customers understand the capabilities and limitations of AI-powered workflows and establish realistic expectations for successful adoption.</li><li>Monitor customer health, usage, and engagement to proactively identify adoption risks, unresolved issues, and expansion opportunities.</li><li>Translate customer questions, product feedback, and technical issues into clear requirements for Product and Engineering teams.</li><li>Document and track customer requests, feature ideas, technical issues, and commitments using CRM and project management systems.</li><li>Analyze feedback related to AI-generated outputs and workflows to help technical teams identify opportunities for product improvement.</li><li>Prepare and deliver customer check-ins, status updates, and business reviews using account, product usage, and support data.</li><li>Leverage AI tools and automation to improve customer success processes while maintaining accountability for the accuracy and quality of customer-facing work.</li><li>Help develop scalable customer success playbooks, templates, processes, and automated workflows as the organization grows.</li></ul>Additional Details<ul><li>Fully onsite 5 days a week</li><li>Work closely with Customer Success, Product, and Engineering teams</li><li>High-growth environment requiring autonomy, adaptability, discretion, and strong ownership</li><li>Opportunity to work hands-on with AI-powered workflows and help shape how customers adopt emerging technology</li></ul>
2026-09-24T00:00:00Z

Client Account Operations Associate

Plano, TX
onsite
Temporary / Contract
21.97 - 21.97 USD / Hourly
We are seeking a detail-oriented Client Account Operations Associate to support a fast-paced financial services team. This role focuses on reviewing client accounts, analyzing account information, researching details, and coordinating with internal partners to ensure requests are handled accurately and on time. This is a great opportunity for someone with financial services, client account, or operations experience. Recent graduates are also encouraged to apply. Schedule & Environment<ul><li>Monday-Friday, 8:00 AM-4:30 PM</li><li>5 days onsite in Plano, TX</li><li>Overtime may be available or required based on business volume, with higher-volume periods during the summer</li></ul>Responsibilities<ul><li>Review and analyze client accounts, statements, and account data</li><li>Research account details and determine appropriate next steps</li><li>Manage account-related requests from start to finish</li><li>Communicate with internal stakeholders to resolve questions and remove blockers</li><li>Track pending requests and ensure timely completion</li><li>Prepare status updates, reports, metrics, and presentations</li><li>Identify discrepancies, risks, and opportunities to improve processes</li><li>Maintain accurate documentation and procedures</li><li>Manage multiple priorities in a high-volume, deadline-driven environment</li></ul>
2026-10-05T00:00:00Z

Client Services Coordinator

Los Angeles, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Our client, a distinguished provider of high-end, personalized funeral and memorial services, is seeking a polished, compassionate, and service-oriented Client Service Specialist to join their team in the 90045 area.This individual will serve as the first point of contact for clients and families, providing an exceptional, personalized experience during sensitive and emotional times. The ideal candidate will bring the professionalism and presentation of a luxury retail or hospitality environment, combined with genuine empathy, excellent communication skills, and the ability to guide clients through funeral and memorial service arrangements with care and discretion.We are seeking someone who is articulate, emotionally intelligent, organized, and naturally attentive to client needs.Key Responsibilities<ul><li>Serve as the primary point of contact for clients and families, delivering a warm, professional, and personalized service experience.</li><li>Assist clients with funeral, memorial, and mortuary service arrangements, explaining available options, services, and next steps with compassion and clarity.</li><li>Communicate professionally and effectively in person, over the phone, and through email, ensuring clients feel supported and informed throughout the process.</li><li>Provide a high level of customer care while handling sensitive conversations with empathy, patience, and discretion.</li><li>Coordinate appointments, service details, client inquiries, documentation, and follow-up communications.</li><li>Maintain accurate client records and ensure all arrangements and requests are handled with attention to detail.</li><li>Anticipate client needs and provide thoughtful solutions while maintaining the elevated service standards of a luxury environment.</li><li>Collaborate with internal teams and service providers to ensure a seamless and respectful client experience.</li><li>Maintain a polished, welcoming, and professional presence at all times.</li></ul>
2026-09-25T00:00:00Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Customer Service Representative

Painesville, OH
onsite
Temporary / Contract
21 - 23 USD / Hourly
We are looking for a Customer Service Representative to support daily customer communications and order-related activities for an on-site team in Painesville, Ohio. This 6 month Contract position is well suited for someone who learns quickly, stays organized, and communicates clearly while managing multiple requests. The individual in this role will help ensure customers receive prompt, accurate service by coordinating with internal teams and handling inquiries, sales orders, and sample requests with care. Responsibilities:• Respond to inbound customer inquiries by phone and email with professionalism, accuracy, and a strong service mindset.• Enter and manage sales orders and sample requests, ensuring details are complete and processed in a timely manner.• Provide customers with updates on order status, product information, and general service-related questions.• Work closely with internal departments to resolve issues, clarify requests, and support smooth order fulfillment.• Maintain accurate records of customer interactions, transactions, and follow-up actions within company systems.• Handle a mix of inbound and outbound communication to address customer needs and confirm order information when needed.• Review information carefully to minimize errors and help maintain high service standards across each interaction.
2026-10-08T00:00:00Z

Customer Service Representative

Secaucus, NJ
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a Customer Service Representative to join a collaborative onsite team in Secaucus, New Jersey for a Contract assignment. This role is well suited for someone with hands-on import and customs knowledge who can manage documentation accurately, communicate confidently with clients and partners, and adapt to a fast-moving logistics environment. The position supports the timely clearance of inbound shipments while helping maintain smooth coordination across internal teams, customers, and regulatory contacts. Responsibilities: • Prepare and submit customs entry documentation for imported shipments, ensuring filings are completed accurately and on schedule. • Examine shipping records such as invoices, packing details, bills of lading, and origin documents to confirm compliance and resolve discrepancies. • Assign appropriate tariff classifications and verify duty, tax, valuation, and country-of-origin information for each entry. • Complete Importer Security Filing documentation and support clearance activities for air, ocean, and cross-border truck freight. • Identify applicable customs and partner agency requirements and gather the records needed to satisfy regulatory obligations. • Communicate directly with customers, agents, port contacts, and internal offices to coordinate shipment processing and address missing information. • Provide status updates, answer shipment-related questions, and help guide clients through the entry process from document review to release. • Contribute to the broader team by assisting with operational tasks as priorities shift in a small, hands-on environment.
2026-10-05T00:00:00Z

Customer Service Representative

Teaneck, NJ
onsite
Temporary / Contract
21 - 23.3 USD / Hourly
We are looking for a Customer Service Representative to support customers from our New Jersey location in a fast-moving office setting. This Long-term Contract position is ideal for someone who enjoys resolving concerns, managing service requests from start to finish, and delivering a high-quality customer experience. The person in this role will work closely with internal departments to address inquiries efficiently while helping customers navigate available support options. Responsibilities: • Handle customer inquiries related to service problems, research the cause of issues, and provide timely resolution for concerns such as missed pickups and related requests. • Enter and manage customer orders and service requests with accuracy, ensuring each item is tracked through completion. • Partner with teams across billing, sales, and operations to coordinate solutions that align with customer expectations and business needs. • Guide customers in using self-service resources and explain available tools that can improve their overall service experience. • Recognize repeated service challenges or workflow gaps and elevate them to the appropriate internal contacts for review and improvement. • Adjust quickly to updated procedures, shifting priorities, and changing business demands while maintaining service quality. • Maintain clear documentation of customer interactions, follow-up actions, and outcomes to support consistent communication and accountability.
2026-10-09T00:00:00Z

Customer Service Representative

Reading, PA
onsite
Temporary to Hire
19 - 21 USD / Hourly
We are looking for a Customer Service Representative to support repair coordination activities for fleet units. This contract opportunity with potential for a permanent role is ideal for someone who can balance vendor communication, scheduling, and accurate record management in a fast-paced environment. The person in this role will help keep repair activity moving efficiently by monitoring service progress, updating records, and working across several business systems throughout the day. Responsibilities:• Coordinate transportation arrangements for units moving to and from external repair providers.• Communicate regularly with vendors and internal branch or office teams regarding unit location, maintenance activity, and repair progress.• Track repair timelines closely and follow up promptly on status updates, delays, and approval needs.• Escalate outstanding repair issues when necessary to help prevent service interruptions and support timely resolution.• Maintain accurate documentation for maintenance events, repair updates, and current unit status in company systems.• Enter and update information across multiple platforms while managing ongoing communication with vendors and internal stakeholders.• Use tools such as AS/400, ServiceNet, Microsoft Excel, and Microsoft Access to support daily coordination and reporting tasks.• Provide organized administrative support that helps ensure repair records, schedules, and communications remain current and complete.
2026-10-07T00:00:00Z

Customer Service Representative

Vandalia, OH
onsite
Temporary to Hire
16.15 - 18.7 USD / Hourly
We are looking for a Customer Service Representative to join a team in a contract capacity. This role focuses on reviewing and coordinating employee-related benefit documentation, ensuring records are accurate, complete, and processed according to established guidelines. The ideal candidate is detail-oriented, comfortable handling high volumes of forms and service requests, and able to support both internal workflows and customer-facing communication with professionalism. Responsibilities:• Review incoming benefit and eligibility documents for completeness, accuracy, and compliance with established procedures before processing.• Prepare and distribute outgoing correspondence and required documentation related to status changes, coverage updates, and participant notifications.• Examine policy and contract information to confirm benefit coverage, dependent status, and eligibility determinations.• Validate spousal surcharge information and route verified details for the next stage of processing.• Generate routine reports from internal systems and external vendor sources to support operational tracking and follow-up activities.• Maintain and update termination-related records to keep employee status information current.• Provide customer service support through inbound and outbound communication, answering questions and assisting with document-related inquiries.• Assist with additional administrative and service tasks as needed to support team goals and daily operations. For immediate consideration, call 937.224.8326.
2026-10-07T00:00:00Z

Customer Service Representative

Teaneck, NJ
onsite
Temporary / Contract
21.85 - 25.3 USD / Hourly
We are looking for a Customer Service Representative to support customers from our location in a dynamic, service-driven environment. This is a Long-term Contract position suited for someone who communicates clearly, stays organized under pressure, and takes ownership of resolving customer concerns. The person in this role will handle service-related inquiries, collaborate across internal teams, and help deliver a responsive and attentive customer experience. Responsibilities: • Manage incoming customer inquiries and work through service concerns such as missed collections and other account-related issues until they are resolved. • Enter service requests and customer orders with accuracy, monitor progress, and ensure each item is completed in a timely manner. • Partner with teams across billing, sales, and operations to coordinate solutions that align with customer needs and business expectations. • Guide customers in using available self-service resources so they can access information and complete common tasks more efficiently. • Recognize repeated service challenges or workflow gaps and raise them to the appropriate internal contacts for review and improvement. • Adjust quickly to updated procedures, shifting workloads, and evolving priorities within a growing organization. • Maintain clear and attentive communication with customers while documenting interactions and next steps thoroughly. • Support a high-volume office-based call center operation by balancing responsiveness, accuracy, and follow-through throughout the day.
2026-10-09T00:00:00Z

254 results for Client Service Associate jobs