Search jobs now Find the right job type for you Create a job alert Explore how we help job seekers Contract talent Full-Time talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2027 Salary Guide Demand for Skilled Talent Report Job Market Outlook Press Room Tech insights Labor market overview AI in recruiting Navigating the AI era Staffing for small businesses Cost of a bad hire Browse jobs Find your next hire Our locations

Add your latest resume to match with open positions.

271 results for Client Service Associate jobs

Customer Success Specialist
  • Irving, TX
  • onsite
  • Temporary to Hire
  • 22.9805 - 26.609 USD / Hourly
  • We are seeking a Commercial Support Specialist to join our team in Irving, Texas on a contract basis with the potential to become permanent. This position supports senior leaders while helping keep customer-facing and operational activities organized, responsive, and on schedule. The ideal candidate is highly organized, communicative, and able to manage multiple priorities in a fast-paced environment. Key Responsibilities Executive & Administrative Support Provide high-level administrative support to senior leadership Manage complex executive calendars and coordinate meetings across multiple time zones Arrange domestic and international travel, accommodations, and visa requirements Process expense reports and invoices using internal systems Prepare reports, presentations, correspondence, and executive communications Coordinate meetings, prepare agendas, take minutes, and track follow-up items Arrange conference rooms, catering, and refreshments for meetings Assist with office activities, team-building events, and company celebrations Provide backup support for senior Executive Assistants as needed Project Coordination & Strategic Support Assist with project coordination, including tracking deadlines and deliverables Monitor project progress and provide updates to senior leadership Partner with cross-functional teams to gather information and keep initiatives on track Attend strategic planning meetings, take detailed notes, and organize key information Follow up on action items and communicate updates to stakeholders Support leadership with special projects and strategic business initiatives Communication & Relationship Management Draft, proofread, and edit executive emails, reports, proposals, and presentations Serve as a liaison between senior leadership and internal teams Communicate professionally with executives, employees, and external partners Handle confidential information with discretion and professionalism Contribute to a positive and collaborative office culture What We’re Looking For Strong administrative and organizational skills Experience supporting senior leaders or executives Ability to manage multiple priorities and meet deadlines Excellent written and verbal communication skills Strong attention to detail and follow-through Professionalism, discretion, and sound judgment Comfort working in a fast-paced, team-oriented environment
  • 2026-10-29T00:00:00Z
Private Client Service Associate $120K + Bonus
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>&#128176; <strong>Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing</strong></p><p>&#128205; <strong>San Francisco | Hybrid </strong></p><p>&#128640; <strong>Established Investment Firm | Wealth Management | Excellent Benefits</strong></p><p><br></p><p>I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a <strong>Private Client Service Associate</strong> to join its growing Private Client Group.</p><p><br></p><p>This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience.</p><p><br></p><p>You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services.</p><p><br></p><p><strong>&#128161; What You’ll Do</strong></p><ul><li>Support existing and prospective clients with account servicing and day-to-day requests</li><li>Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions</li><li>Provide operational support to mutual fund shareholders</li><li>Prepare client meeting materials, portfolio reports, and follow-up items</li><li>Coordinate with custodians, transfer agents, advisors, and internal teams</li><li>Maintain accurate client records and documentation while following compliance procedures</li><li>Research account discrepancies, resolve processing issues, and escalate exceptions when needed</li><li>Help improve workflows, procedures, and processes as the team grows</li></ul><p><br></p>
  • 2026-10-25T00:00:00Z
Private Client Service Associate $120K + Bonus
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>&#128176; <strong>Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing</strong></p><p>&#128205; <strong>San Francisco | Hybrid </strong></p><p>&#128640; <strong>Established Investment Firm | Wealth Management | Excellent Benefits</strong></p><p><br></p><p>I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a <strong>Private Client Service Associate</strong> to join its growing Private Client Group.</p><p><br></p><p>This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience.</p><p><br></p><p>You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services.</p><p><br></p><p><strong>&#128161; What You’ll Do</strong></p><ul><li>Support existing and prospective clients with account servicing and day-to-day requests</li><li>Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions</li><li>Provide operational support to mutual fund shareholders</li><li>Prepare client meeting materials, portfolio reports, and follow-up items</li><li>Coordinate with custodians, transfer agents, advisors, and internal teams</li><li>Maintain accurate client records and documentation while following compliance procedures</li><li>Research account discrepancies, resolve processing issues, and escalate exceptions when needed</li><li>Help improve workflows, procedures, and processes as the team grows</li></ul><p><br></p>
  • 2026-10-25T00:00:00Z
Office Services Associate
  • Boulder, CO
  • onsite
  • Temporary / Contract
  • 21.85 - 23 USD / Hourly
  • We are looking for an Office Services Associate to support daily administrative operations for a client site. This is a contract position focused on delivering dependable copy, mail, scanning, reception, and office support services in a fast-paced, detail-oriented environment. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage time-sensitive requests with accuracy and care.<br><br>Responsibilities:<br>• Manage incoming office service requests by reviewing instructions, confirming required details, and tracking assignments through established logs.<br>• Provide day-to-day support for copying, scanning, digital document handling, mail distribution, and intake activities while following site procedures.<br>• Organize work based on urgency and service commitments to ensure completed materials are processed and delivered on schedule.<br>• Communicate proactively with clients and leadership regarding job status, turnaround expectations, and any issues that could affect deadlines.<br>• Perform basic troubleshooting on office equipment and restock paper, toner, and other supplies to keep operations running smoothly.<br>• Check completed work for accuracy and presentation quality, including reviewing your own output and assisting with quality control for team deliverables.<br>• Support additional front-of-house and workplace services such as hospitality, reception, audio/visual coordination, and multi-line phone coverage as needed.<br>• Handle confidential documents with discretion and follow company and client policies related to security, compliance, and daily operations.<br>• Lift and move materials weighing up to 50 pounds as part of mailroom, copy, and document production responsibilities.
  • 2026-10-12T00:00:00Z
Office Services Associate
  • Houston, TX
  • remote
  • Temporary / Contract
  • 19.627 - 20 USD / Hourly
  • We are looking for a dependable Office Services Associate to support daily administrative and operational activities in Houston, Texas. This Contract position is ideal for someone who enjoys keeping office services organized, accurate, and responsive across mail handling, document production, and shipping support. The role requires strong attention to detail, a service-oriented mindset, and the ability to manage a variety of tasks in a fast-paced office environment.<br><br>Responsibilities:<br>• Manage incoming and outgoing mail, ensuring timely sorting, distribution, and preparation for delivery or pickup.<br>• Operate copy and document production equipment to complete printing, scanning, and duplication requests with accuracy and efficiency.<br>• Enter and update information in internal records and tracking systems while maintaining a high level of data accuracy.<br>• Coordinate shipping activities by preparing packages, labeling materials, and arranging carrier services as needed.<br>• Provide day-to-day office support by responding to service requests and helping maintain organized workflow across office service functions.<br>• Monitor supply levels for mail, shipping, and copy center operations and communicate replenishment needs promptly.<br>• Maintain orderly records related to shipments, mail processing, and completed document requests for tracking and reference purposes.
  • 2026-10-08T00:00:00Z
Office Services Associate
  • New York, NY
  • onsite
  • Temporary / Contract
  • 20 - 22 USD / Hourly
  • We are looking for an Office Services Associate to support daily back-office operations for a client site. This is a contract position focused on document production, mail handling, and intake support in a fast-paced work environment. The role also provides cross-functional assistance with front-of-house and office support services as business needs require. Success in this position depends on strong customer service, sound judgment, and the ability to manage multiple priorities while maintaining accuracy and confidentiality.<br><br>Responsibilities:<br>• Maintain accurate service records and confirm all required work order details are complete before starting assignments.<br>• Handle day-to-day copy, scanning, document intake, and mailroom tasks in line with established service standards and client expectations.<br>• Sequence incoming work effectively to keep production moving smoothly and ensure timely completion and delivery of requests.<br>• Coordinate with supervisors or client contacts when deadlines shift, priorities change, or clarification is needed on active jobs.<br>• Monitor turnaround times closely and complete assignments within agreed service levels.<br>• Resolve routine equipment issues and escalate more complex operational problems when necessary.<br>• Review completed work for accuracy and presentation quality, including checking individual output and supporting team quality control efforts.<br>• Replenish paper, toner, and other production materials while using equipment and supplies responsibly and efficiently.<br>• Support additional office services needs such as reception, hospitality, facilities, or audio/visual assistance based on site demands.<br>• Follow workplace safety standards, client policies, and company procedures while performing duties that may require standing for extended periods and lifting materials regularly.
  • 2026-10-20T00:00:00Z
Office Services Associate
  • Milwaukee, WI
  • onsite
  • Temporary / Contract
  • 19.95 - 20 USD / Hourly
  • We are looking for a dependable Office Services Associate to support day-to-day front desk and workplace operations in Milwaukee, Wisconsin. This Contract position is ideal for someone who enjoys balancing client-facing reception duties with hands-on office support, mail handling, meeting coordination, and general administrative assistance. The person in this role will help maintain an organized, detail-oriented environment while providing responsive service to attorneys, staff, visitors, and vendors.<br><br>Responsibilities:<br>• Welcome visitors, answer and route incoming calls, open and close the reception area, and guide guests to meeting spaces in a courteous and attentive manner.<br>• Oversee incoming and outgoing mail, package deliveries, and courier activity, including distributing correspondence, preparing outbound shipments, and directing financial documents to the appropriate team.<br>• Keep conference rooms ready for daily use by managing reservations, preparing rooms for meetings, resetting spaces afterward, and ensuring supplies are replenished.<br>• Support office equipment and shared work areas by restocking paper, monitoring supply levels, arranging service when needed, and maintaining cleanliness at copy and common stations.<br>• Provide basic technical assistance for Zoom and other virtual meetings, help new employees with simple equipment orientation, and escalate more complex issues to the IT team.<br>• Assist with the organization, labeling, archiving, retrieval, and secure destruction of physical and electronic records in accordance with firm procedures.<br>• Coordinate food service and event support by arranging catering, setting up refreshments, monitoring meeting needs, and restoring event spaces after use.<br>• Maintain kitchen and hospitality areas by replenishing beverages and consumables, checking appliances, running dishwashers as needed, and keeping counters and high-touch surfaces clean and stocked.<br>• Communicate building and facilities concerns such as lighting, cleaning, and other common-area issues, and work with internal teams or outside vendors to help resolve them.<br>• Handle a variety of administrative support tasks, including preparing file folders, assembling mailings, scanning documents, and assisting legal and administrative teams with special projects.
  • 2026-10-26T00:00:00Z
Office Services Associate
  • Boston, MA
  • onsite
  • Temporary / Contract
  • 18 - 19.35 USD / Hourly
  • We are looking for a detail-oriented Office Services Associate to support daily back-office operations for a client site. This is a Contract position focused on copy, scanning, mail handling, and related office support services in a detail-oriented, fast-paced environment. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage time-sensitive requests with accuracy and care.<br><br>Responsibilities:<br>• Manage incoming office service requests by reviewing work details, confirming instructions, and maintaining accurate service logs.<br>• Complete high-volume copying, scanning, document intake, and mailroom tasks in line with site procedures and client expectations.<br>• Organize assignments by urgency and deadline to ensure materials are processed and delivered on schedule.<br>• Communicate proactively with clients and leadership regarding job status, special handling needs, or timing concerns.<br>• Perform basic troubleshooting on copiers, scanners, and related equipment, escalating issues when additional support is needed.<br>• Conduct quality checks on finished work to ensure accuracy, completeness, and clear presentation.<br>• Replenish paper, toner, and other production supplies while helping maintain efficient equipment readiness.<br>• Handle confidential documents with discretion and follow company and client policies at all times.<br>• Support additional office functions such as reception, hospitality, facilities, or audio/visual coordination as business needs require.
  • 2026-10-27T00:00:00Z
Office Services Associate
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 22 - 23 USD / Hourly
  • We are looking for an Office Services Associate to support daily operational needs across back-office functions. This Long-term Contract position focuses on copy and document production, mail handling, and digital intake while also assisting with related office support services as needed. The ideal candidate brings strong customer service, sound judgment, and the ability to stay organized in a fast-moving, detail-focused environment.<br><br>Responsibilities:<br>• Manage incoming office service requests by confirming job details, reviewing instructions, and recording work accurately in the appropriate tracking logs.<br>• Complete document reproduction, scanning, mail processing, and intake assignments in accordance with site procedures and client expectations.<br>• Organize and sequence work based on urgency, service commitments, and delivery timelines to ensure all tasks are finished on schedule.<br>• Communicate promptly with clients, team members, or leadership when questions, deadline concerns, or production issues arise.<br>• Inspect completed work for accuracy and presentation, and support quality checks on shared team output when needed.<br>• Maintain copiers, scanners, and related equipment by replenishing paper, toner, and other supplies and addressing minor operating issues.<br>• Follow company and client workplace policies while using materials and equipment responsibly and efficiently.<br>• Support an organized office environment by assisting with additional service needs, which may include hospitality, reception, facilities, or audio/visual coordination.
  • 2026-10-14T00:00:00Z
Office Services Associate
  • Sacramento, CA
  • onsite
  • Temporary / Contract
  • 20 - 22 USD / Hourly
  • We are looking for an Office Services Associate to support daily administrative operations for a client site in Sacramento, California. This Contract position plays an important role in managing copy, mail, and document handling services while helping maintain a responsive and detail-oriented workplace experience. The ideal candidate is organized, service-focused, and comfortable working in a fast-paced environment with shifting priorities and time-sensitive requests.<br><br>Responsibilities:<br>• Manage incoming office service requests by reviewing job instructions, tracking assignments accurately, and confirming all required details before work begins.<br>• Complete high-volume copying, scanning, mail distribution, and document intake tasks in line with established service standards and turnaround expectations.<br>• Organize and sequence assignments effectively to keep workflows moving efficiently and ensure deadlines are consistently met.<br>• Communicate promptly with supervisors or client contacts regarding job status, priority changes, and any issues that could affect delivery timing.<br>• Perform basic troubleshooting on copiers, scanners, and related office equipment, escalating more complex problems when needed.<br>• Check finished work for accuracy and presentation quality, while also supporting quality review efforts across the team.<br>• Replenish paper, toner, and other production supplies to keep equipment ready for daily operations.<br>• Follow client site guidelines and company policies, including confidentiality, security, and safe handling of documents and equipment.<br>• Use materials and equipment responsibly to support efficient operations and minimize unnecessary waste.
  • 2026-10-28T00:00:00Z
Office Services Associate
  • Washington, DC
  • onsite
  • Temporary / Contract
  • 19 - 20 USD / Hourly
  • We are looking for an Office Services Associate to support daily reprographics, office operations, and meeting services in Washington, District of Columbia. This Long-term Contract position is ideal for someone who takes pride in delivering accurate work, maintaining confidentiality, and creating a detail-oriented experience for internal teams and guests. The role combines hands-on document production, hospitality support, and operational coordination in a fast-moving corporate environment.<br><br>Responsibilities:<br>• Operate high-volume document production equipment to scan, copy, print, assemble, and bind business materials with a strong focus on accuracy and discretion.<br>• Distribute confidential files and completed materials promptly while following established handling procedures and quality standards.<br>• Prepare conference and meeting spaces by arranging furniture, confirming room setup requirements, organizing catering support, and ensuring shared areas remain presentation-ready.<br>• Support basic audio/visual readiness for meetings and help reset rooms efficiently after events or service requests are completed.<br>• Maintain service logs and tracking records to monitor incoming requests, turnaround times, and completion status for office support activities.<br>• Coordinate daily assignments by evaluating priorities, managing competing deadlines, and keeping leadership informed of workflow concerns or service interruptions.<br>• Perform routine troubleshooting on office equipment, check finished output for quality, and escalate technical issues when additional support is needed.<br>• Restock paper, toner, kitchen items, and other operational supplies while using materials responsibly to help maintain uninterrupted service.<br>• Provide responsive customer support across office service functions, including document handling and general back-office assistance in a detail-oriented setting.
  • 2026-10-14T00:00:00Z
Office Services Associate
  • New York, NY
  • onsite
  • Temporary / Contract
  • 19 - 20 USD / Hourly
  • We are looking for an Office Services Associate to support essential workplace operations in New York, New York. This Contract position plays an important role in keeping mailroom activity, shipping coordination, supply availability, and internal service requests running efficiently each day. The ideal candidate brings a service-minded approach, strong attention to detail, and the ability to stay organized while handling multiple operational priorities in a detail-oriented office setting.<br><br>Responsibilities:<br>• Manage incoming deliveries by receiving, sorting, and routing packages to the appropriate internal recipients in a timely manner.<br>• Prepare outbound shipments by packaging materials, creating labels, completing required documentation, and confirming accurate shipment records.<br>• Perform daily mailroom activities, including processing internal and external mail, monitoring shipment status, and maintaining clear tracking information.<br>• Support domestic and international shipping requests while verifying delivery details, ownership information, and service needs before dispatch.<br>• Maintain stock levels for mailing materials and shared office supplies, and organize storage areas to ensure items are easy to access and properly arranged.<br>• Assist with internal delivery runs by transporting documents, packages, and other business materials according to established schedules and priority timelines.<br>• Complete opening and closing operational tasks, inspect equipment for readiness, and help maintain a clean, secure, and orderly workspace.<br>• Communicate delays, service issues, or inventory needs to leadership promptly while working closely with internal teams to meet service expectations.
  • 2026-10-12T00:00:00Z
Customer Support Specialist
  • Bethesda, MD
  • onsite
  • Temporary / Contract
  • 22 - 26 USD / Hourly
  • <p>We are seeking a Customer Support Specialist to provide exceptional service to customers by answering inquiries, resolving issues, and ensuring a positive customer experience. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries via phone, email, and chat</p><p>• Resolve issues and document outcomes in CRM systems</p><p>• Escalate complex issues to internal teams</p><p>• Identify service trends and improvement opportunities</p><p><br></p>
  • 2026-10-26T00:00:00Z
Customer Service
  • Holland, OH
  • onsite
  • Temporary / Contract
  • 18 - 20 USD / Hourly
  • <p>We are seeking a professional and customer-focused Customer Service Representative to join our team. This role is responsible for providing exceptional support to customers by answering inquiries, resolving issues, processing requests, and ensuring a positive customer experience. The ideal candidate is an excellent communicator, detail-oriented, and skilled at managing multiple priorities in a fast-paced environment.</p>
  • 2026-10-26T00:00:00Z
Customer Service
  • Plano, TX
  • onsite
  • Temporary to Hire
  • 30.4 - 35.2 USD / Hourly
  • We are looking for a customer-focused Logistics Coordinator to join our team in Parsippany, New Jersey. This contract opportunity with potential for a permanent position is ideal for someone who can balance responsive service with strong execution across transportation, distribution, and shipment support. The person in this role will help keep orders moving efficiently while working closely with internal teams, carriers, and customers to maintain smooth logistics operations.<br><br>Responsibilities:<br>• Manage day-to-day shipment activity by organizing transportation, tracking order movement, and helping ensure timely delivery.<br>• Serve as a primary point of contact for customer service inquiries related to shipping status, delivery updates, and logistics support.<br>• Coordinate distribution activities with carriers, warehouses, and internal partners to keep materials and products flowing accurately.<br>• Prepare and review shipping documentation to support compliant and efficient domestic or international movement of goods.<br>• Assist with customs-related coordination by gathering required paperwork and helping address shipment exceptions when needed.<br>• Monitor logistics performance, identify service issues, and take action to resolve delays, discrepancies, or delivery concerns.<br>• Maintain accurate shipment records, order details, and communication logs within company systems.<br>• Support ongoing shipping functions by collaborating across departments to improve consistency, responsiveness, and overall service quality.
  • 2026-10-29T00:00:00Z
Client Relationship Manager
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 55000 - 70000 USD / Yearly
  • <p>We are looking for a Client Relationship Manager to join our clients team, in the twin Cities Minnesota. In this position, you will support private client operations by delivering attentive service, coordinating account-related activities, and helping financial services colleagues meet client needs efficiently. This opportunity is well suited for someone with a strong background in financial services who enjoys solving problems, managing details, and building trusted client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Oversee day-to-day client service operations, including preparing documents, processing requests, and coordinating account-related follow-up.</p><p>• Deliver responsive, personalized support by understanding each client’s circumstances and addressing questions or service needs in a timely manner.</p><p>• Partner closely with financial services colleagues and internal team members to maintain accurate workflows and uphold firm standards and regulatory expectations.</p><p>• Step in to assist other team members when coverage is needed due to workload demands or staff absences.</p><p>• Use internal platforms and service tools to manage client information, support business activity, and improve the overall service experience.</p><p>• Draft client-facing and internal correspondence in a clear, detail-focused manner while following established guidelines.</p><p>• Investigate account issues thoroughly and work across stakeholders to bring complex matters to a successful resolution.</p><p>• Maintain strict adherence to compliance requirements, firm procedures, and documentation standards.</p><p>• Take on additional administrative and client support duties as business needs evolve.</p>
  • 2026-10-29T00:00:00Z
Customer Service & Order Processing Representative
  • Iselin, NJ
  • onsite
  • Temporary to Hire
  • 21.85 - 25.3 USD / Hourly
  • <p>We are looking for a detail-oriented Customer Service &amp; Order Processing Representative to support daily order management and customer coordination for a manufacturing organization in Iselin, New Jersey. This contract opportunity with potential for a permanent role is ideal for someone who thrives in a fast-paced operations environment and can balance customer communication, order accuracy, and shipment follow-through. The person in this role will work closely with sales, warehouse, and logistics partners to help ensure orders move efficiently from entry through delivery.</p><p><br></p><p>Responsibilities:</p><p>• Enter and maintain customer orders accurately in the company system, ensuring all details are complete and up to date.</p><p>• Arrange transportation and determine appropriate shipping methods to support timely order fulfillment.</p><p>• Partner with warehouse personnel and customers to coordinate shipment schedules, delivery updates, and order status communication.</p><p>• Investigate freight damage issues and submit claims documentation when products are affected during transit.</p><p>• Provide day-to-day support to the sales team and customers by answering questions, resolving order-related concerns, and following up on open items.</p><p>• Handle administrative support tasks that contribute to smooth office and operations workflow.</p><p>• Monitor multiple active orders at once while maintaining strong attention to detail and meeting deadlin</p>
  • 2026-10-29T00:00:00Z
Member Services Representative
  • Alexandria, VA
  • remote
  • Temporary / Contract
  • 25.65 - 29.7 USD / Hourly
  • We are looking for a Member Services Representative to support a high-volume service environment. This long-term contract position is ideal for someone who communicates clearly, works efficiently, and delivers dependable assistance to members over the phone. The role requires strong attention to detail, confidence using computer systems, and the ability to manage multiple inquiries while maintaining a helpful and attentive approach.<br><br>Responsibilities:<br>• Handle a steady flow of incoming member calls and provide accurate, courteous support in a fast-paced call center setting.<br>• Respond to questions, resolve routine service issues, and guide members through available resources and next steps.<br>• Enter and update member information in computer systems with a high level of accuracy and attention to detail.<br>• Document call details thoroughly to ensure complete and organized service records.<br>• Use typing and navigation skills to manage conversations efficiently while accessing multiple systems.<br>• Maintain service quality standards by delivering consistent, attentive customer support on every interaction.
  • 2026-10-28T00:00:00Z
Senior Client Services Representative
  • San Diego, CA
  • onsite
  • Temporary / Contract
  • 42 - 56 USD / Hourly
  • <p><strong>Position Overview</strong></p><p>Our client, a growing wealth management firm, is seeking a Senior Client Services Associate to support its advisory team and help deliver an exceptional client experience. This individual will play an integral role in managing client account administration, coordinating onboarding activities, supporting reporting processes, and ensuring day-to-day operations run smoothly.</p><p><br></p><p>The Senior Client Services Associate will work closely with financial advisors, internal operations teams, and external partners to address client needs, maintain accurate records, and support efficient workflows. This role will also provide guidance to junior team members and contribute to the development of processes that enhance service delivery and support the firm&#39;s continued growth.</p><p><br></p><p>The ideal candidate is proactive, detail-oriented, and comfortable balancing competing priorities in a client-focused financial services environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with financial advisors to coordinate client requests, manage service priorities, and ensure timely follow-up.</li><li>Facilitate new client onboarding, including preparing, processing, and tracking account documentation across relevant platforms.</li><li>Coordinate account maintenance requests, asset transfers, fund movements, and other account-related activities.</li><li>Assist with portfolio reporting, account reviews, and the preparation and reconciliation of client performance reports.</li><li>Manage advisor calendars and coordinate client meetings, appointments, and follow-up communications.</li><li>Serve as a reliable point of contact for internal teams, custodians, and other external partners to help resolve client service needs.</li><li>Maintain accurate client files, account records, and documentation in accordance with internal procedures and applicable regulatory requirements.</li><li>Collaborate with compliance and operations teams to support periodic reviews, documentation requests, billing processes, and reporting requirements.</li><li>Monitor outstanding client requests and account activity to ensure tasks are completed accurately and within established deadlines.</li><li>Identify opportunities to streamline workflows, improve consistency, and enhance the overall client and advisor experience.</li><li>Provide day-to-day guidance, training, and mentorship to junior client service team members.</li><li>Assist with developing and maintaining standardized procedures, workflows, and best practices.</li><li>Serve as a knowledgeable resource for client service and operational matters within the office.</li><li>Support the implementation of process improvements as the firm continues to grow.</li></ul><p><br></p>
  • 2026-10-23T00:00:00Z
Customer Service Lead
  • Coxsackie, NY
  • onsite
  • Temporary to Hire
  • 22 - 30 USD / Hourly
  • <p><strong>Customer Service Lead</strong></p><p><em>Coxsackie, NY | Contract Opportunity</em></p><p><br></p><p>Are you a customer service professional who loves creating order, improving processes, and leading by example? We&#39;re partnering with a growing manufacturing organization in <strong>Coxsackie, NY </strong>seeking a <strong>Customer Service Lead </strong>who can elevate the customer experience while helping shape the future of the department.</p><p><br></p><p>This is more than a traditional customer service role. You&#39;ll serve as a key resource for customers, collaborate across multiple departments, streamline processes, develop standard operating procedures, and help build a customer service function that is efficient, responsive, and best-in-class. If you&#39;re someone who thrives in a fast-paced environment, enjoys solving problems, and is excited by the opportunity to make a lasting impact, we&#39;d love to hear from you.</p><p><br></p><p><strong>What You&#39;ll Be Doing</strong></p><p><strong>Lead Process Improvement &amp; Team Development</strong></p><ul><li>Develop and maintain Standard Operating Procedures (SOPs) to create consistency, efficiency, and scalability.</li><li>Evaluate and modernize current customer service processes, workflows, and strategies.</li><li>Identify opportunities for continuous improvement and implement solutions that enhance service quality and operational performance.</li><li>Help establish best practices and support the ongoing growth of the customer service function.</li></ul><p><strong>Deliver an Exceptional Customer Experience</strong></p><ul><li>Become a trusted product resource and assist customers with product applications, order quantities, and related inquiries.</li><li>Respond promptly and professionally to customer requests while ensuring a high level of service and satisfaction.</li><li>Manage customer orders from entry through fulfillment, verifying pricing, shipping instructions, warehouse selection, and delivery requirements.</li><li>Prepare quotations, samples, and other customer requests accurately and efficiently.</li></ul><p><strong>Drive Operational Excellence</strong></p><ul><li>Partner closely with sales, operations, production, shipping, and warehouse teams to ensure customer expectations are met.</li><li>Monitor daily customer service and shipping activity, proactively identifying and resolving issues.</li><li>Track customer concerns, order discrepancies, and service trends while maintaining detailed documentation.</li><li>Ensure accuracy, accountability, and responsiveness across all customer-facing processes.</li></ul>
  • 2026-10-27T00:00:00Z
Customer Account Specialist
  • Canonsburg, PA
  • onsite
  • Permanent / Full Time
  • 65000 - 80000 USD / Yearly
  • <p>.We are seeking a customer-focused Account Specialist to serve as the primary contact for a portfolio of customer accounts. In this role, you&#39;ll partner closely with sales, operations, production, and accounting teams to ensure orders are processed accurately, delivered on time, and supported with exceptional customer service.</p><p>This position is ideal for someone who enjoys building relationships, solving problems, and coordinating across multiple departments in a fast-paced manufacturing environment.</p><p>What You&#39;ll Do</p><ul><li>Serve as the main point of contact for assigned customer accounts.</li><li>Prepare quotes, enter orders, process order changes, and provide timely status updates.</li><li>Coordinate with operations and production teams to confirm lead times and delivery schedules.</li><li>Support the sales team by verifying pricing, product specifications, and order details.</li><li>Track and resolve customer inquiries, complaints, and returns.</li><li>Monitor open orders and proactively communicate potential issues before they impact customers.</li><li>Maintain accurate customer records and account documentation.</li><li>Manage customer procurement portals, including order, pricing, and invoice uploads.</li><li>Partner with accounting on billing inquiries and credit-related matters.</li><li>Assist with logistics and shipping coordination as needed.</li><li>Provide coverage and support for team members during peak workloads or absences.</li></ul><p>Growth Opportunity</p><p>Successful Account Specialists often evolve into trusted business partners for both customers and internal teams. As you develop knowledge of customer operations, products, and purchasing trends, you&#39;ll have opportunities to:</p><ul><li>Identify additional products and solutions that support customer needs.</li><li>Recognize purchasing patterns and proactively address changing requirements.</li><li>Build strong customer relationships and become a valued resource and advisor.</li><li>Contribute to customer retention and long-term account growth.</li></ul><p><br></p>
  • 2026-10-08T00:00:00Z
Customer Account Specialist
  • Phoenix, AZ
  • onsite
  • Temporary / Contract
  • 25 - 28 USD / Hourly
  • We are looking for a detail-oriented Customer Account Specialist to support order administration and customer account activity in Phoenix, Arizona. This is a Long-term Contract position that begins with onsite training and is expected to move to a hybrid schedule with at least two onsite days per week based on business needs. The ideal candidate brings strong analytical judgment, a service-focused mindset, and the ability to manage a high volume of transactions while maintaining accuracy. This role works closely with internal teams and external customers to keep orders moving efficiently, address issues proactively, and uphold compliance requirements.<br><br>Responsibilities:<br>• Manage a large portfolio of active customer orders each day, ensuring records are updated accurately and transactions are completed in a timely manner.<br>• Serve as a primary point of contact for internal partners and external customers by responding to account questions, providing order updates, and resolving service-related concerns.<br>• Oversee repair order activities from initial receipt through final billing, including order acknowledgment, pricing support, exchanges, and invoice processing.<br>• Review customer agreements and apply contract terms correctly when entering, processing, and fulfilling account requests.<br>• Monitor order flow and delivery commitments to identify potential delays early and take action to reduce service risks and possible financial exposure.<br>• Evaluate warranty requests to confirm eligibility and determine the appropriate next steps for disposition and resolution.<br>• Maintain compliance with applicable trade and regulatory requirements throughout order handling and customer account administration.<br>• Support operational processes tied to contract administration, quality expectations, and related account documentation as required.
  • 2026-10-29T00:00:00Z
Customer Relations Representative
  • San Diego, CA
  • onsite
  • Temporary / Contract
  • 23 - 25 USD / Hourly
  • <p>We are looking for a Customer Relations Representative to support an insurance agency in San Diego, California location through a Long-term Contract assignment. In this role, you will serve as a key point of contact for inbound inquiries, gather and document important claim details with precision, and help ensure each customer receives timely assistance. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and takes a thoughtful approach to resolving service-related concerns.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming calls related to first reports of injury and capture claim information accurately in company systems.</p><p>• Use attentive listening and well-structured follow-up questions to understand customer needs and provide appropriate support.</p><p>• Route inquiries to the correct teams when needed and work across departments to help bring issues to resolution.</p><p>• Maintain complete and accurate records through consistent data entry and careful documentation practices.</p><p>• Build a strong understanding of service procedures, policy guidelines, and operational workflows to deliver dependable customer assistance.</p><p>• Identify potential service interruptions or process concerns early and communicate them to Customer Care leadership.</p><p>• Follow established company standards, training expectations, supervisory guidance, and applicable regulations in daily work.</p>
  • 2026-10-30T00:00:00Z
Private Client Services Coordinator
  • Rancho Santa Fe, CA
  • onsite
  • Temporary / Contract
  • 28 - 35 USD / Hourly
  • <p>A private office supporting a small portfolio of high-net-worth clients is seeking a polished, discreet, and proactive Private Client Services Coordinator. This position goes beyond traditional administrative support, offering a mix of relationship management, scheduling, vendor coordination, and confidential client service. The right person knows how to anticipate needs, keep moving pieces organized, and communicate professionally with clients and service providers. Experience in a family office, luxury hospitality, private wealth, or high-touch client services environment would be especially valuable.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate client appointments, meetings, travel arrangements, and calendar changes.</li><li>Serve as a primary point of contact for routine client and vendor inquiries.</li><li>Coordinate service providers, household vendors, property appointments, and special requests as assigned.</li><li>Maintain confidential client records, contact lists, and service documentation.</li><li>Track requests, deadlines, follow-ups, and outstanding action items.</li><li>Prepare correspondence, meeting materials, and client-facing documents.</li><li>Assist with invoice routing, expense tracking, and vendor documentation.</li><li>Organize client events, private meetings, and special arrangements.</li><li>Monitor incoming communications and prioritize time-sensitive requests.</li><li>Maintain a high standard of discretion, accuracy, and professionalism.</li></ul>
  • 2026-10-21T00:00:00Z
Call Center/Customer Service Representative
  • Irwin, PA
  • onsite
  • Temporary / Contract
  • 16 - 18 USD / Hourly
  • <p>Our client is looking for a <strong>Call Center Representative</strong> to join their Support &amp; 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.</p><p><br></p><p><strong>Pay:</strong> $16.00-$18.00/hour</p><p><strong>Position Type:</strong> Contract-to-hire with long-term growth potential</p><p><strong>Career Growth:</strong> Strong opportunities for advancement both within the call center and in other areas of the organization</p><p><strong>Schedule:</strong> Monday-Friday, 8:00 AM-4:00 PM, 37.5-hour work week with unpaid 30-minute lunch plus two paid 10-minute breaks daily</p><p><strong>Work Site Requirements:</strong> 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</p><p><br></p><p><strong>Responsibilities:</strong></p><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><p><br></p>
  • 2026-10-29T00:00:00Z
7 9