263 Results for Client Service Representative Jobs

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Customer Accounts Specialist

Oxford, MA
onsite
Permanent / Full Time
50000 - 55000 USD / Yearly
We are looking for a Customer Accounts Specialist to support business customers by managing orders with accuracy, urgency, and a high level of service in Oxford area. This position plays a key role in keeping account activity organized from order receipt through final delivery while maintaining clear communication with customers and internal teams. The ideal candidate brings strong spreadsheet skills, sound judgment, and the ability to balance multiple priorities in a fast-moving environment. Responsibilities:• Oversee assigned customer accounts throughout the full order lifecycle, from order entry and confirmation to shipment coordination and completion.• Enter, update, and maintain order information across ERP tools, customer-facing portals, and related account management systems.• Track inventory levels, open orders, and delivery schedules to spot potential issues early and help prevent service disruptions.• Resolve account concerns such as shipment exceptions, product returns, credit requests, claims, and order discrepancies in a timely manner.• Work closely with carriers and internal partners to arrange shipments, replacements, return activity, and required transportation documents.• Keep customers informed about product availability, expected turnaround times, and any changes that may affect delivery commitments.• Maintain accurate account records, including shipping preferences, routing details, and customer-specific instructions.• Build and analyze Excel reports, including pivot table summaries, to monitor orders, inventory activity, backorders, and shipment performance.• Partner with Sales, Operations, Production, Logistics, Accounting, and IT to support efficient and accurate fulfillment.• Recommend practical process improvements while maintaining strong attention to detail and accountability across assigned accounts.
2026-10-14T00:00:00Z

Technical Support Rep

Sarasota, FL
onsite
Temporary to Hire
0 - 0 USD / Yearly
We are looking for a Product Support Specialist to join a water industry organization in Sarasota, Florida. This contract opportunity with permanent potential is ideal for someone who enjoys solving technical issues, guiding customers through product use, and working cross-functionally to deliver a strong service experience. In this onsite role, you will support customers after the sale, help resolve instrument-related concerns, and contribute to accurate reporting and continuous improvement efforts across the support function. Responsibilities:• Investigate and resolve customer issues involving instruments, including hardware, electronics, software behavior, data output, and chemistry-related performance questions.• Lead post-implementation and post-sale training sessions to help customers use products effectively and confidently.• Guide users to the appropriate manuals, reference materials, and support resources so they can quickly find needed information.• Record service requests, warranty matters, product feedback, and quality-related concerns in internal systems with clear and complete details.• Prepare quotations for repairs and follow-up service work while coordinating return authorizations and tracking products sent in for service.• Maintain detailed case documentation that captures the reported issue, troubleshooting process, and final resolution for each interaction.• Work with quality and internal partner teams to escalate non-conformance concerns, monitor progress, and communicate updates back to customers.• Analyze recurring support trends, warranty activity, and ticket volume data, then prepare reports and dashboards for management review.• Create and refine customer-facing documentation and internal records, including product registrations, activity logs, and data cleanup efforts to improve accuracy.• Share customer insights with sales, engineering, product management, and other stakeholders to support product enhancements and process improvements.
2026-10-28T00:00:00Z

Healthcare Customer Service Associate

Roanoke, VA
onsite
Temporary / Contract
17 - 18 USD / Hourly
We are looking for a Long-term Health Customer Service Associate to support patient registration and front-line service activities for a healthcare team in Roanoke, Virginia. This Long-term Health Customer Service Associate position is well suited for someone who enjoys helping patients, managing high-volume interactions, and providing accurate information in a fast-paced medical environment. The Long-term Health Customer Service Associate role includes rotating weekend coverage and offers shift differential pay, making it a strong opportunity for candidates with customer-facing or patient support experience. Responsibilities:<ul><li>Engage in patient-facing activities and provide a high level of customer service.</li><li>Process patient credit applications with accuracy and efficiency.</li><li>Responsible for answering inbound calls and dealing with patient queries promptly.</li><li>Maintain an up-to-date record of patient credit information.</li><li>Perform authorizations, benefit functions, and billing functions as part of the role.</li><li>Participate in clinical trial operations as required.</li><li>Monitor patient accounts and take necessary actions based on account status.</li></ul>
2026-10-29T00:00:00Z

Client Liasion

Deerfield, IL
onsite
Permanent / Full Time
60000 - 63000 USD / Yearly
A growing, boutique consulting company with a lively, collaborative culture are looking for someone to join their dynamic team as a Client Liaison. The role serves as the primary point of contact for prospective and current patients, helping educate individuals about the model that it being offered, nurturing leads, and supporting physician practices. The position combines customer service, relationship management, sales support, patient engagement, CRM management, and operational coordination in a fast-paced healthcare environment. The position offers a yearly compensation range of $60,000-$63,000 + bonus + health, vision, dental, 401k, PTO and more. Responsibilities:• Build and maintain productive relationships with physicians, clinic staff, and patients to ensure clear and responsive communication.• Coordinate with internal and external stakeholders to support operational initiatives, monitor progress, and help drive successful outcomes.• Assist in organizing project plans, tracking milestones, and following up on action items to keep assignments moving forward.• Support the development of client-facing marketing pieces by working with creative partners such as designers, writers, and print vendors.• Help review and prepare digital and print content to ensure materials are accurate, well-crafted, and aligned with client needs.• Respond to questions and service requests in a thorough and attentive manner, resolving issues promptly and escalating concerns when appropriate. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster
2026-10-29T00:00:00Z

Client Services & Office Coordinator

Denver, CO
onsite
Temporary / Contract
20 - 20 USD / Hourly
We are seeking a highly organized and customer-focused Client Services & Office Coordinator to support a busy professional office in Denver. This role is ideal for someone who enjoys being the go-to person in the office, thrives in a fast-paced environment, and can confidently balance client-facing responsibilities with administrative support. You will serve as the first point of contact for visitors and clients while providing operational and administrative support to a team of approximately 20 professionals. This position requires a proactive, adaptable individual who enjoys wearing multiple hats and helping keep the office running smoothly. Responsibilities<ul><li>Greet and assist clients, visitors, and vendors in a professional manner</li><li>Answer and route incoming phone calls</li><li>Schedule appointments, meetings, and conference rooms</li><li>Support client service requests and administrative inquiries</li><li>Maintain client records and documentation</li><li>Process incoming correspondence and deposits</li><li>Manage office supplies and coordinate maintenance requests</li><li>Assist with expense reporting and administrative projects</li><li>Coordinate branch meetings, seminars, and special events</li><li>Provide administrative support to leadership and office personnel</li><li>Enter and update information across multiple systems</li><li>Help deliver an exceptional client experience while supporting daily office operations</li><li>Adapt to changing priorities and provide support where needed</li></ul>
2026-11-06T00:00:00Z

Sales Support Representative

Exton, PA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Our client is looking to staff a customer-focused and highly organized Sales Support Representative to facilitate order management, maintain strong client relationships, and support day-to-day activities of the sales team. This role requires someone who can manage multiple customer requests, coordinate order processing and delivery schedules, and use sound judgement to resolve issues while maintaining a high standard of service. The ideal Sales Support Representative will detail-oriented, customer-focused, and capable of managing multiple priorities with accuracy and meeting service expectations. What you get to do everyday· Provide administrative support to sales team· Fulfill customer inquiries· Serve as liaison between sales team, clients, and internal departments· Manage and update customer accounts and CRM systems· Resolve pricing issues/errors· Build strong customer relationships· Review and analyze customer feedback· Track sales leads, monitor progress, and ensure follow-up· Provide customer quotes and pricing· Troubleshoot data performance inquiries
2026-10-15T00:00:00Z

Senior Client Services Specialist

Las Vegas, NV
onsite
Temporary / Contract
24 - 26 USD / Hourly
We are looking for a Senior Client Services Specialist to join our team in Las Vegas, Nevada. for a Contract assignment with the potential to extend into a longer-term opportunity. This position supports commercial event portfolios by delivering high-quality client service, coordinating exhibitor needs, and helping create smooth event experiences from planning through on-site execution. The role is ideal for someone who thrives in a fast-paced environment, communicates confidently with clients and internal teams, and brings a practical approach to solving operational challenges. Responsibilities:• Act as the main point of contact for assigned commercial clients, guiding them through event-related services and ensuring their questions and needs are addressed promptly.• Build strong client relationships through proactive communication, sharing important event information and helping participants prepare effectively for upcoming programs.• Gather feedback from exhibitors and internal stakeholders, review service workflows, and identify opportunities to improve efficiency and the overall customer experience.• Partner with cross-functional teams to coordinate logistics, resolve service issues, and maintain consistent support across multiple event activities.• Travel to event locations as needed to provide on-site leadership, support front-line operations, and help ensure a well-organized attendee and exhibitor experience.• Work closely with external vendors and service partners to support event readiness, maintain service standards, and align execution with event requirements.• Assist with the preparation and review of exhibitor support materials, including service documentation and compliance-related guidance for event participation.• Monitor operational details throughout the event cycle and respond quickly to changing priorities to keep deliverables on track.
2026-10-26T00:00:00Z

Senior Client Services Specialist

Irving, TX
onsite
Temporary / Contract
20 - 23 USD / Hourly
We are looking for a Senior Client Services Specialist to join our team in a Contract role. This 12-week opportunity is ideal for a client-focused specialist who can manage commercial portfolio support, strengthen exhibitor and stakeholder relationships, and help deliver high-quality event experiences. The position combines day-to-day service coordination with process improvement, cross-functional collaboration, and occasional travel to support on-site event operations. Responsibilities: • Act as the main point of contact for assigned commercial accounts, delivering responsive support and building strong client relationships throughout the event lifecycle. • Create and carry out outreach efforts that keep clients informed, address questions early, and encourage greater participation and satisfaction. • Gather input from exhibitors and internal partners, review service workflows, and recommend practical changes that improve the overall customer experience. • Work closely with cross-functional teams to coordinate service delivery, resolve issues efficiently, and maintain smooth operational execution. • Travel to event sites as needed to oversee service areas, support floor operations, and help ensure a well-organized experience for clients and attendees. • Partner with contractors and external vendors to align service expectations, support event execution, and maintain productive working relationships. • Contribute to the preparation and review of exhibitor service materials, ensuring information is clear, accurate, and aligned with event policies and safety requirements. • Assist with financial and account-related activities such as billing coordination, reconciliations, and other support tied to client service operations when needed.
2026-10-26T00:00:00Z

Client Service for Established Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued. Position OverviewThe Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus. Key Responsibilities<ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
2026-10-26T00:00:00Z

Patient Services Specialist

Atlanta, GA
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for a detail-oriented Patient Services Specialist to support patient service operations for a medical device organization in Atlanta, Georgia. This contract position with the potential to become permanent plays an important role in coordinating device-related workflows, maintaining accurate records, and helping ensure timely service for patients and customers. The ideal candidate brings strong administrative ability, a service-focused mindset, and the organization skills needed to manage multiple tasks in a fast-paced environment. Responsibilities: • Enter and process new patient details in internal platforms and Salesforce with a high level of accuracy. • Prepare and activate patient devices in accordance with order and service requirements. • Review, attach, and maintain supporting documentation for each device request based on customer needs. • Generate shipment labels and confirm that shipping information is complete and correct before dispatch. • Upload required reports and maintain current records within company systems. • Monitor outbound and return deliveries, keeping visibility on device movement to and from patients. • Provide occasional support with patient scheduling and coordination of device assignments. • Proactively identify potential delivery obstacles, communicate with internal teams and customers, and help resolve issues to avoid service delays. • Follow attendance expectations, workplace safety standards, and established operating procedures while completing daily responsibilities.
2026-11-03T00:00:00Z

Service Specialist

Rochester, NY
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for a Service Specialist to provide responsive support for customer and product-related inquiries within a corporate partnerships environment. This contract position focuses on delivering timely service across multiple offerings, maintaining accurate records, and helping ensure issues are resolved within established service expectations. The ideal candidate brings strong communication skills, comfort in a fast-paced call environment, and a proactive approach to improving the customer experience. Responsibilities: • Provide attentive support for customer questions and service needs across several partnership-related products and programs. • Track open requests closely and take timely action to bring items to resolution within defined service commitments. • Build working knowledge of assigned products, service guidelines, and relevant industry practices to support accurate responses. • Record customer interactions, updates, and outcomes thoroughly to maintain complete and reliable documentation. • Use business systems and software tools effectively to manage case activity, enter data, and support daily operations. • Identify workflow gaps or recurring service challenges and collaborate with leadership on practical improvements. • Assist team members by sharing guidance, answering questions, and promoting consistent service standards. • Manage high-volume inbound and outbound communication while maintaining organization, quality, and attention to detail.
2026-11-05T00:00:00Z

Guest Services Coordinator

Rancho Palos Verdes, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
We are looking for a Guest Services Coordinator to support catering and conference operations at a hospitality property in Rancho Palos Verdes, California. This Contract position plays an important role in keeping group and event administration organized, accurate, and responsive while helping deliver a smooth experience for guests, clients, and internal teams. The ideal candidate brings strong customer service instincts, solid administrative ability, and the composure to manage multiple priorities in a fast-paced resort environment. Responsibilities: • Coordinate administrative tasks for catering and conference service leaders to help ensure group and event business is handled efficiently from planning through execution. • Organize and maintain departmental records, documents, and filing processes so information remains accurate, accessible, and up to date. • Prepare, update, and distribute banquet event documentation and related materials promptly while tracking revisions and recording changes as needed. • Enter and verify event, banquet, and billing-related information in required systems, including adding banquet check details and confirming data accuracy. • Generate recurring and ad hoc operational reports for managers on a daily, weekly, and monthly basis to support planning and service delivery. • Assist with client-facing and event-support activities such as preparing group materials, coordinating amenities, arranging reservations, supporting room inspections, and following up on event guarantees. • Respond to guest and client inquiries about property services, policies, amenities, and daily activities with professionalism and clear communication. • Support office operations by handling department mail, producing copies, taking and distributing meeting notes, contacting vendors for requested items, and keeping supplies stocked. • Protect confidential guest and employee information, direct external media inquiries to the appropriate contacts, and follow hotel safety, cleanliness, and service standards at all times.
2026-11-05T00:00:00Z

Guest Services Coordinator

Greeley, CO
onsite
Temporary to Hire
15.8365 - 18.337 USD / Hourly
We are looking for a Para Professional to join an education-focused team on a contract basis. This role centers on building positive connections with high school students and school staff while helping support student engagement, including work with youth who may need additional encouragement and guidance. The position offers a structured school-based environment with clear expectations, training on internal platforms, and the opportunity to be considered for long-term employment after the initial contract period. Responsibilities:• Build supportive, attentive relationships with high school students to encourage participation, connection, and day-to-day success.• Communicate regularly with students and teachers to share updates, coordinate needs, and help resolve concerns in a timely manner.• Provide direct assistance to students who may be facing academic, behavioral, or personal challenges, with sensitivity to youth populations needing additional support.• Participate fully in a Monday through Friday onsite schedule during the contract assignment and maintain a reliable presence within the school environment.• Travel with students and staff on school-related outings, including field trips conducted by school bus, when needed.• Use school-provided technology such as a laptop and learn assigned systems including Microsoft Teams, Outlook, SharePoint, Paycom, and Microsoft Showcase.• Support guest services and student-facing activities with care, sound judgment, and a service-oriented mindset.• Contribute to a respectful campus culture by collaborating openly with staff and following established expectations and communication practices.
2026-11-05T00:00:00Z

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>
2026-10-16T00:00:00Z

Contractor Connect - Claims Services Representative

Newark, DE
onsite
Temporary / Contract
18 - 18 USD / Hourly
We are looking for a customer-focused Claims Services Representative to support claim-related inquiries and administrative processes for a long-term contract opportunity in Newark, Delaware. This position is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and can deliver dependable service to customers and internal partners. The role centers on handling claim documentation, providing timely updates, and helping ensure each case moves forward accurately and efficiently. Responsibilities:• Respond to customer and stakeholder questions regarding claim status, documentation, and next steps with professionalism and clarity.• Review incoming claim information for completeness and accuracy, and enter details into internal systems in a timely manner.• Coordinate with adjusters, service teams, and other internal partners to support the progress of active claims.• Maintain organized claim records by updating files, tracking communications, and documenting actions taken on each case.• Follow established procedures to process claim-related transactions and escalate issues that require additional review.• Communicate with claimants and relevant parties to obtain missing information and help prevent delays in resolution.• Monitor assigned workloads to ensure service standards are met while balancing multiple tasks effectively.
2026-10-29T00:00:00Z

Claims Representative

Sioux Falls, SD
onsite
Temporary to Hire
20 - 21 USD / Hourly
We are looking for a Claims Representative to join a finance consulting team in South Dakota. This contract position with permanent potential is ideal for someone who enjoys helping customers, handling a steady volume of inbound calls, and delivering accurate support in a fast-paced environment. The role requires strong communication, dependable office skills, and comfort using customer service platforms to resolve questions efficiently. <ul><li>Serve as a primary point of contact for incoming claims-related calls and inquiries.</li><li>Deliver exceptional customer service to customers, beneficiaries, agents, attorneys, and other authorized parties.</li><li>Review and research account, policy, contract, and claim information to determine benefit eligibility and payment status.</li><li>Explain claims processes, requirements, and next steps clearly and professionally.</li><li>Accurately document customer interactions and maintain detailed records.</li><li>Investigate and resolve customer concerns, escalating complex issues when appropriate.</li><li>Navigate multiple systems and applications to gather information and process requests.</li><li>Maintain compliance with company policies, procedures, and applicable regulations.</li><li>Meet or exceed service, quality, productivity, and performance goals.</li><li>Collaborate with team members to ensure a positive customer experience and efficient workflow.</li><li>Participate in ongoing training, coaching, and process improvement initiatives.</li><li>Support special projects and other departmental responsibilities as needed.</li></ul>
2026-11-05T00:00:00Z

Administrative & Customer Service

Cincinnati, Oh, OH
onsite
Temporary / Contract
18 - 20 USD / Hourly
Robert Half is seeking Administrative & Customer Support professionals for ongoing opportunities with clients throughout Greater Cincinnati and Northern Kentucky. We welcome applications from candidates interested in contract, contract-to-hire, and permanent positions.Opportunities may include:• Administrative Assistant• Executive Assistant• Customer Service Representative• Receptionist• Office Coordinator• Data Entry Specialist• Order Entry Specialist Typical Responsibilities• Provide administrative support to teams and managers• Respond to customer inquiries by phone and email• Enter and maintain accurate records• Coordinate schedules, meetings, and office activities• Process orders and prepare correspondence• Assist with additional tasks based on the assignment
2026-10-19T00:00:00Z

Sr Customer Contact Center

Stoneham, MA
onsite
Permanent / Full Time
60000 - 61000 USD / Yearly
We are looking for an experienced customer contact center specialist to support clients with a wide range of banking service needs. This position focuses on delivering responsive, accurate assistance across digital and traditional service channels while maintaining a high standard of service. The ideal candidate brings strong financial services experience, sound operational judgment, and a commitment to creating positive customer experiences. Responsibilities: • Guide customers in using digital banking resources, including online and mobile platforms, to help them complete everyday banking activities confidently. • Respond to client questions promptly and handle account-related requests with accuracy, discretion, and attention to detail. • Process routine banking transactions while ensuring service quality, compliance, and a positive customer experience. • Support customer interactions across both face-to-face and remote channels, adapting communication style to meet individual needs. • Maintain strict adherence to security protocols, internal policies, and regulatory standards during every customer interaction. • Collaborate with team members to resolve service issues efficiently and contribute to smooth day-to-day contact center operations. • Represent the organization in customer- and community-facing activities that strengthen client relationships and brand presence.
2026-10-23T00:00:00Z

Customer Navigator

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Customer Navigator to deliver high-touch, non-clinical support for patients and guests receiving care in Palo Alto, California. This Long-term Contract position focuses on creating a welcoming experience, guiding individuals through appointments and services, and helping resolve questions before, during, and after visits. The ideal candidate brings strong customer service instincts, excellent communication skills, and the ability to coordinate across departments in a fast-paced healthcare environment. Responsibilities: • Serve as a primary non-clinical point of contact for patients and visitors, offering guidance and concierge-style assistance throughout their care experience. • Coordinate appointments and related service needs for referred patients during both inpatient and outpatient encounters. • Help patients and guests navigate the healthcare environment by explaining processes, locations, and available support resources. • Share transportation and campus shuttle information to assist visitors traveling between hospital sites and clinics. • Escalate concerns, service issues, or special requests to the appropriate teams and document relevant details when needed. • Support patient-centered communication standards in all interactions with patients, families, and staff members. • Maintain compliance with hospital policies related to safety, security, quality expectations, and respectful workplace conduct. • Participate in training and ongoing learning activities to remain current on service protocols, patient rights, and organizational standards.
2026-10-27T00:00:00Z

Customer Navigator

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Customer Navigator to provide high-touch, non-clinical support for patients and guests receiving care in Palo Alto, California. This Contract position serves as a key point of contact before, during, and after visits, helping individuals move through the healthcare experience with clarity, confidence, and professionalism. The ideal candidate brings strong customer service skills, clear communication, and the ability to coordinate details while maintaining a patient-centered approach in a fast-paced medical environment. Responsibilities: • Guide patients and guests through the healthcare experience by serving as a primary non-clinical resource for questions, logistics, and general support surrounding their visits. • Coordinate appointments and related care arrangements for referred individuals across inpatient and outpatient settings, helping ensure timely access to services. • Share transportation and campus navigation information, including available shuttle options and directions to hospital and clinic locations. • Address patient and guest concerns with professionalism, escalating issues to the appropriate departments and documenting summaries when needed. • Deliver courteous, service-focused communication with patients, families, and staff while supporting a welcoming and respectful care environment. • Follow established hospital policies, safety expectations, quality standards, and regulatory requirements in all daily interactions and tasks. • Protect confidential information and handle sensitive situations with discretion, professionalism, and sound judgment. • Participate in ongoing education and training to stay current on service expectations, compliance requirements, and patient support practices.
2026-10-30T00:00:00Z

Client Service Associate - $4B+ AUM!

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support. Responsibilities<ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul>
2026-10-27T00:00:00Z

Client Service Associate at Thriving Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 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 | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services. This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across client service, account administration, investment operations, and process improvement. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience. Responsibilities<ul><li>Serve as a primary point of contact for client requests and account needs</li><li>Support account openings, transfers, cash movements, and ongoing account maintenance</li><li>Coordinate with custodians and internal teams to ensure timely execution and issue resolution</li><li>Prepare client meeting materials, reports, and follow-up items</li><li>Maintain accurate client records and documentation</li><li>Manage workflows, track requests, and ensure an exceptional client experience</li><li>Assist with operational projects and process improvement initiatives</li><li>Support advisors and private client professionals across a wide range of client activities</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Client Service Advisor CSA - Wealth Advisory

Fort Worth, TX
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
Client Service Associate | Fort Worth, TX 76104Love working with people, staying organized, and getting the details right? Join a growing private wealth management firm as a Client Service Associate and build a real career in financial services.What you’ll do: ✅ Serve as a key point of contact for high-net-worth and mass affluent clients ✅ Prepare for client meetings and own deliverables from day one ✅ Handle account openings, paperwork, and money movement requests ✅ Keep client records and CRM accurate and up to date ✅ Work shoulder-to-shoulder with a senior advisor who will mentor youWhy you’ll love it: 🚀 Genuine partner track, not a support role with a ceiling 📈 Sophisticated planning work with an established client base 🏆 A growing firm that promotes from within 📚 Professional development assistanceCompensation & benefits: Base + incentive pay, 401(k) with matching, generous retirement program, health insurance, and paid time off.📍 On-site | Fort Worth, TX 76104 Joe.Faradie at roberthalf com - linkedin with me today
2026-10-15T00:00:00Z

Customer Service 3 Non-Cleared

Cedar Rapids, IA
onsite
Temporary / Contract
19 - 19.58 USD / Hourly
We are looking for a detail-oriented customer service specialist to support order management and transactional activities for a long-term contract position based in Everett, Washington. This role works closely with customers and internal teams to coordinate sales orders, service-related requests, credits, and purchasing needs while maintaining accurate documentation and timely follow-through. The ideal candidate is organized, responsive, and comfortable managing multiple priorities in a fast-paced environment while ensuring compliance with established trade and company policies. Responsibilities: • Manage the full lifecycle of sales orders by reviewing requirements, entering transactions accurately, and tracking progress through completion. • Coordinate warranty exchanges, credit activity, monitor replacement requests, and purchase-related transactions to support customer and business needs. • Perform administrative support tasks connected to material sales and credit processing, ensuring records are complete and up to date. • Partner with teams across sales, product lines, repairs, finance, global trade, and purchasing to resolve issues and keep orders moving efficiently. • Communicate with internal and external customers to clarify requests, provide status updates, and drive timely transactional resolution. • Follow global trade guidelines and export-related requirements to ensure all applicable policies are met. • Support adherence to company licensing and compliance standards associated with international shipments and export activity. • Contribute to the development and rollout of departmental procedures and process improvements across cross-functional groups.
2026-10-27T00:00:00Z

Community Service Provider Manager

Modesto, CA
onsite
Temporary to Hire
27.7115 - 32.087 USD / Hourly
We are looking for a Community Service Provider Manager to lead service delivery operations and support individuals in accessing resources that promote independence and well-being in California. This contract position offers the potential for a permanent role and combines team leadership, community partnership development, and direct case support in a mission-driven environment. The ideal candidate will bring strong experience in case management, staff supervision, and disability-related services while helping strengthen program performance and documentation practices. Responsibilities: • Guide intake and service assessment activities to ensure individuals are evaluated accurately and connected with appropriate support. • Coach and supervise team members, provide regular staff meetings, and help build knowledge of community resources and service practices. • Establish and maintain collaborative relationships with agencies, providers, and community partners to expand referral options and reduce service gaps. • Manage complex or high-priority cases by offering direct assistance beyond the scope of front-line staff when needed. • Facilitate recurring member, provider, and internal team meetings to support communication, case coordination, and program alignment. • Resolve concerns raised by members or employees in a timely, thoughtful manner while promoting a respectful service environment. • Oversee documentation and data tracking processes to support confidentiality, reporting accuracy, and audit readiness across program activities. • Deliver direct services such as advocacy, referrals, independent living planning, peer support, and coordination of disability-related resources. • Represent the program through outreach, presentations, and community events that raise awareness of available services and strengthen local engagement. • Respond to urgent situations affecting individuals with disabilities, including emergencies that may require flexible or nontraditional work hours.
2026-11-02T00:00:00Z

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