<p>We are looking for a contract to to hire, dedicated and detail-oriented Member Services Representative to join our team in St. Paul, Minnesota. This role involves delivering excellent customer experiences in a fast-paced call center environment. As part of a long-term contract position, you will play a vital role in assisting customers and maintaining high service standards.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming customer inquiries efficiently and courteously, ensuring customer satisfaction.</p><p>• Provide accurate information about services and resolve issues in a timely manner.</p><p>• Utilize computer systems to document customer interactions and update records.</p><p>• Maintain high typing accuracy to meet operational requirements.</p><p>• Collaborate with team members to improve service delivery and share best practices.</p><p>• Adapt to a fast-paced work environment while managing multiple tasks simultaneously.</p><p>• Uphold company policies and procedures in all customer interactions.</p><p>• Assist with escalated concerns, ensuring proper resolution and follow-up.</p><p>• Monitor and report customer feedback to help identify areas for improvement.</p>
We are looking for a detail-oriented and proactive Customer Service Representative-Funding (Tier II) to join our team in West Henrietta, New York. This role involves supporting accounts receivable processes, ensuring timely and accurate reporting, and delivering exceptional customer service. As part of a long-term contract position, you will play a key role in maintaining financial accuracy and fostering positive client relationships.<br><br>Responsibilities:<br>• Accurately enter data for invoiced purchases and prepare weekly accounts receivable packets, including reserve analysis.<br>• Monitor and analyze invoice activity to identify discrepancies or potential risks.<br>• Compile and share detailed reports with senior management, ensuring clarity and timeliness.<br>• Collaborate with customers and team members to meet satisfaction goals while adhering to company objectives.<br>• Manage and transmit accounting and payment reports, such as wires, aging reports, and subsidiary financial documents.<br>• Address customer inquiries promptly and professionally to maintain trust and satisfaction.<br>• Offer insights to management by analyzing client activity and providing feedback based on sound business principles.<br>• Ensure all tasks are completed in a timely, organized, and efficient manner to support company policies.<br>• Participate in occasional travel for required training and maintain a strong understanding of company dynamics.<br>• Uphold teamwork and contribute to a positive work environment through effective communication and collaboration.
We are looking for a dedicated Customer Service & Inside Sales Representative to join our team in Fort Wayne, Indiana. In this role, you will be responsible for delivering outstanding customer support, managing sales processes, and contributing to company growth by ensuring smooth communication and efficient order handling. Acting as a vital connection between customers and internal departments, you will play a key role in maintaining customer satisfaction and driving revenue goals.<br><br>Responsibilities:<br>• Prepare detailed quotations, proposals, and cost breakdowns to support sales efforts.<br>• Accurately process customer orders and maintain up-to-date records in company systems.<br>• Monitor leads, inquiries, and quotations, providing regular updates and follow-through.<br>• Manage the sales cycle from initial inquiry to order fulfillment and post-order transitions.<br>• Proactively communicate shipment dates, order statuses, and updates to customers.<br>• Provide product recommendations and assistance to customers and internal teams.<br>• Maintain organized documentation and ensure data accuracy within company systems.<br>• Build and nurture strong relationships with customers and prospects through effective communication.<br>• Research customer needs and market opportunities to support targeted sales initiatives.<br>• Collaborate with internal departments to resolve customer issues and ensure satisfaction.
<p>Location: Remote (Must have a quiet, dedicated workspace) Schedule: Full time, must work Pacific Time hours, overtime required with blackout dates at month-end </p><p> Position Overview We are seeking a detail-oriented and customer-focused detail oriented to provide exceptional support to our Sales Department and healthcare professionals. The ideal candidate will have strong data entry skills, purchase order experience, and a proven ability to deliver outstanding internal customer service in a remote environment. </p><p> Key Responsibilities Phone Support: Respond promptly and professionally to inquiries from sales teams and healthcare professionals via phone, email, and fax. Customer Interaction: Engage courteously and accurately to foster positive business relationships. Research & Resolution: Investigate and provide answers to sales-related questions, ensuring timely and accurate responses. Record Management: Maintain detailed records of customer interactions, inquiries, complaints, and resolutions. Billing & Collections: Determine service charges, collaborate with Corporate Accounts Receivable for payment collection, and arrange billing as needed. Reporting: Prepare product or service reports by collecting and analyzing customer information. ERP Management: Maintain customer pricing and enter contracts in the ERP system. Implement procedures for accurate inventory records, billing, and replenishment. Manage inventory shelf life and expiry records.</p>
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a reputable financial services company to identify a detail-oriented and client-focused <strong>Account Representative</strong>. This role serves as a key point of contact for clients, supporting account servicing, documentation, and ongoing relationship management while ensuring compliance with internal policies and regulatory requirements. The ideal candidate brings strong communication skills, professionalism, and a high level of attention to detail.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for assigned client accounts, providing timely and accurate support</li><li>Assist clients with account inquiries, updates, and service requests</li><li>Process account documentation, forms, and transactions in accordance with company policies and regulatory standards</li><li>Maintain accurate client records and account information in internal systems</li><li>Coordinate with internal departments (operations, compliance, advisors, and finance teams) to resolve account-related issues</li><li>Support onboarding of new clients, including documentation collection and verification</li><li>Prepare reports, track account activity, and assist with audits or reviews as needed</li><li>Ensure adherence to compliance, privacy, and regulatory requirements</li></ul><p><br></p>
We are looking for a dedicated Medical Customer Service Representative to join our team in Carmichael, California. In this role, you will play a vital part in ensuring seamless patient interactions, managing scheduling, and verifying insurance information. This is a long-term contract position, offering a great opportunity to contribute to a supportive healthcare environment.<br><br>Responsibilities:<br>• Handle incoming calls with professionalism, addressing patient inquiries and resolving concerns efficiently.<br>• Manage patient scheduling and appointment reminders to ensure timely visits.<br>• Verify medical insurance information and assist patients with billing-related questions.<br>• Maintain accurate medical charts and records in compliance with organizational standards.<br>• Utilize electronic practice management systems to update and retrieve patient information.<br>• Provide exceptional customer service to patients, physicians, and staff, fostering positive relationships.<br>• Apply basic medical terminology knowledge to communicate effectively in a healthcare setting.<br>• Collaborate with team members and supervisors to optimize clinic workflows.<br>• Operate standard office equipment and software to support daily tasks.<br>• Uphold the clinic’s values and mission by ensuring high-quality service delivery.
<p><strong>About the Organization</strong></p><p>Our client is a mission-driven nonprofit dedicated to providing critical resources, support, and advocacy for individuals and families in need. They are seeking a<strong> Customer Service Representative</strong> who is passionate about social services and committed to making a difference in the community.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Bilingual Customer Service Representative will serve as the first point of contact for individuals seeking assistance. This role requires handling a high volume of inbound calls with empathy, professionalism, and efficiency. The ideal candidate thrives in a fast-paced environment, is fluent in English and Spanish, and has a strong desire to contribute to meaningful work in the nonprofit sector.</p><p><br></p><p><strong>After the initial 6 months onsite, the position transitions to a hybrid work model (3 days remote, 2 days onsite). </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to a high volume of inbound calls, providing information, resources, and referrals in both English and Spanish.</li><li>Actively listen to callers, assess needs, and provide compassionate, solution-focused support.</li><li>Accurately document client interactions and update case records in the internal database.</li><li>Maintain knowledge of community programs, services, and eligibility requirements.</li><li>Collaborate with team members to ensure clients receive timely and effective assistance.</li><li>Uphold confidentiality and adhere to organizational policies and compliance standards.</li></ul><p><br></p>
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a reputable insurance firm to identify a customer-focused and detail-oriented <strong>Account Representative</strong>. In this role, you will serve as a primary point of contact for clients, supporting account servicing needs while ensuring policies, documentation, and communications are handled accurately and efficiently. The ideal candidate has strong communication skills, enjoys relationship-building, and is comfortable working in a fast-paced, service-driven environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the main point of contact for assigned client accounts, providing timely and professional support</li><li>Assist clients with policy inquiries, endorsements, renewals, and general service requests</li><li>Process policy changes, applications, certificates of insurance, and related documentation</li><li>Coordinate with internal teams, carriers, and underwriters to resolve account-related issues</li><li>Maintain accurate client records, policy information, and correspondence in agency management systems</li><li>Support renewal preparation and follow-up to ensure timely account servicing</li><li>Respond to phone and email inquiries while delivering a high level of customer service</li><li>Ensure compliance with insurance regulations and internal procedures</li></ul><p><br></p>
<p>Client Service Associate</p><p>Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.</p><p>Key Responsibilities</p><p>· Enter and maintain accurate client information in firms systems.</p><p>· Review new business, renewals, and endorsements for accuracy.</p><p>· Respond to client inquiries promptly and professionally.</p><p>· Assist with rating new business and providing marketing recommendations.</p><p>· Prepare proposals to help clients understand their options.</p><p>· Follow up on outstanding items and manage open activities.</p><p>· Identify cross-selling and up-sale opportunities.</p><p>· Report and monitor claims, ensuring proper follow-up per procedures.</p><p>· Maintain up-to-date knowledge of policies.</p><p>· Build strong relationships with 3rd parties, producers, and teammates.</p><p>Qualifications</p><p>· Preferred Experience: Client support in financial services with insurance industry experience.</p><p>· Licensing: State insurance license (or willingness to obtain).</p><p>· Technical Skills: Proficiency with systems, Microsoft Office, and data entry.</p><p>· Soft Skills: Strong communication, customer service focus, and organizational abilities.</p><p>This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.</p><p>Ready to Apply? Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click the application link to get started!</p><p><br></p>
<p>A well-known credit union is seeking multiple Customer Service Representatives to assist their call center! </p><p><br></p><p>Essential Duties and Responsibilities:</p><p><br></p><p>• Handle a large volume of inbound and outbound telephone calls while providing courteous and personal service. </p><p>• Take ownership of every member interaction supporting first call resolution. </p><p>• Provide accurate, valid and complete information by using the correct procedures and available tools. </p><p>• Follow communication procedures, guidelines and policies. </p><p>• Handle member complaints, providing appropriate solutions. </p><p>• Adhere to established security procedures when verifying members prior to addressing their call. </p><p>• Carefully review member profile on core data and workflow computer system to reference member sales or service records to identify any previous issues that might assist with resolving their call. </p><p>• Analyze member needs, match services and loan products as needed, and promote automated services. Refer new accounts, new suffixes, and complete applications for automated services based on member needs. </p><p>• Provide detailed information to members on all Credit Union promotions and special account offerings.</p><p>• Respond to members’ questions; resolve both financial and non-financial account discrepancies. </p><p>• Update member records with details of the call and the response. </p><p>• Meet specific, measurable service goals and handle multiple call queues. </p><p>• Adhere to and uphold all policies and procedures of the credit union. </p><p>• Correct errors on member’s accounts; calculate penalties and dividends, when required. </p><p>• Review account memos to ensure they are current and applicable.</p>
We are looking for a motivated Member Services Representative to provide exceptional support and assistance to our members at our LaVergne, Tennessee location. In this role, you will play a key part in enhancing member satisfaction by addressing inquiries, resolving issues, and ensuring a seamless experience. If you excel in customer service and enjoy working in a dynamic environment, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Respond promptly and professionally to member inquiries, ensuring their concerns are addressed effectively.<br>• Assist members with questions related to online orders, including delivery updates and troubleshooting.<br>• Resolve member complaints and challenges with a focus on maintaining satisfaction and loyalty.<br>• Partner with internal teams to ensure a cohesive and streamlined member experience.<br>• Provide training and onboarding support to new team members, fostering a collaborative environment.<br>• Communicate with vendors to address inquiries and ensure smooth operations.<br>• Monitor and meet key performance indicators, such as resolution times and member satisfaction scores.<br>• Maintain accurate records of member interactions and follow-up actions.<br>• Participate in team meetings to share insights and contribute to the improvement of processes.
<p>Our client in the transportation industry is seeking a highly organized Dispatcher to serve as the primary point of contact. The <strong>Dispatcher</strong> is responsible for coordinating and managing the scheduling and dispatching of personnel, vehicles, or equipment to ensure efficient operations. This role requires excellent communication, organizational, and problem-solving skills to manage logistics, respond to emergencies, and maintain accurate records.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Receive and respond to calls, emails, or messages from customers, drivers, or field staff.</li><li>Schedule and dispatch drivers, service technicians, or delivery personnel according to priorities and availability.</li><li>Monitor the location and status of vehicles or staff using dispatching software or GPS tracking systems.</li><li>Communicate with drivers or field personnel to provide updates, instructions, and support.</li><li>Maintain accurate records of calls, routes, deliveries, and service activities.</li><li>Handle emergency and non-emergency situations calmly and efficiently.</li><li>Coordinate with other departments (maintenance, customer service, management) to ensure smooth workflow.</li><li>Prepare daily or weekly reports on operations, productivity, and incidents.</li><li>Ensure compliance with company policies, safety regulations, and service standards.</li></ul><p><br></p>
<p>We are looking for a dedicated Member Services Representative to join our team on a full-time contract basis in East Columbus, Ohio. This role requires strong organizational skills and a commitment to providing exceptional service to members. As part of a fast-paced environment, you will play a vital role in maintaining accurate records and delivering timely responses to member inquiries.</p><p><br></p><p>Responsibilities:</p><p>• Enter and update member information with precision and attention to detail in the organization's database.</p><p>• Ensure all member records are accurate, complete, and compliant with established guidelines.</p><p>• Handle incoming calls, resolve member inquiries, and escalate complex issues to the appropriate team members.</p><p>• Create and distribute routine and specialized reports to support departmental goals.</p><p>• Collaborate with colleagues to contribute to special projects and drive process improvements.</p><p>• Uphold organizational policies, standards, and confidentiality requirements in all tasks.</p>
<p><strong>🌟 Launch Your Career in Customer Service – Entry-Level Opportunities with Growth! 🌟</strong></p><p> </p><p>Are you a ready to kick-start your professional journey with a company that invests in your future? We’re hiring for <strong>Entry-Level Customer Service Representatives</strong> at a company that values fresh ideas, a great attitude, and your long-term success.</p><p> </p><p><strong>📍 Location:</strong> Reading, PA</p><p><strong>💼 Type:</strong> On-site or Hybrid options available</p><p><strong>📈 Room to Grow:</strong> YES!</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the first point of contact for customers—answering questions, solving problems, and creating a positive experience every time</li><li>Learn our products, services, and systems inside and out</li><li>Collaborate with team members to improve processes and customer satisfaction</li><li>Build your communication, problem-solving, and professional skills daily</li></ul><p><strong>Why You’ll Love It Here:</strong></p><p>✅ Supportive team and hands-on training</p><p>✅ Clear career path and promotions from within</p><p>✅ Management Trainee track available for high-potential team members</p><p>✅ Competitive pay and benefits</p><p>✅ A company culture that celebrates fresh perspectives, personal growth, and your <em>whole</em> self</p>
We are looking for a dedicated and bilingual Spanish/English Loyalty Services Representative to join our team in Chicago, Illinois. In this role, you will deliver exceptional support to policyholders and other stakeholders while assisting with insurance-related inquiries and processes. This is a long-term contract position that requires a strong customer service focus and the ability to communicate effectively in both Spanish and English.<br><br>Responsibilities:<br>• Provide assistance to policyholders by addressing inquiries, resolving service and claims issues, and explaining the benefits of insurance products.<br>• Handle both inbound and outbound calls with the goal of retaining customers and preventing policy cancellations.<br>• Support the collection process for current and past-due premiums while ensuring compliance with company standards.<br>• Accurately enter and manage data across multiple systems and applications.<br>• Deliver instructions and set clear expectations for policyholders regarding their coverage and policies.<br>• Consistently meet or exceed performance metrics, including quality assurance, call handling time, and customer satisfaction.<br>• Collaborate with team members and leadership to identify process improvements and share constructive feedback.<br>• Conduct needs assessments for policyholders to determine the best solutions for their insurance requirements.<br>• Adapt to various shifts and schedules within the required timeframe to ensure seamless service delivery.<br>• Perform additional duties as assigned to support departmental goals.
<p>Roseann Mabry from Robert Half is placing an Account Manager/ Customer Service Representative in Ballwin. This role position requires experience with account management, logistics, scheduling, distribution, inventory, invoicing and premier customer service. This is a high volume fast paced Account Manager/ Customer Service Representative on a small team. Each shipment is critical to keeping manufacturing companies moving forward and producing their goods.</p><p>Candidates must have 5 plus years experience in logistics and distribution to be considered for the Account Manager / Customer Service. You will be reviewing pricing, creating invoices, arranging the shipments, working as a liaison between the plants and chemical companies. You will troubleshoot issues delays and communicate with the plants. Anyone with chemical/manufacturing will be interviewed first! This position is onsite everyday working 8 to 5. The annual salary for Account Manager/ Customer Representative will be up to 85K. Benefits cost will be covered at 50%. Vacation and holiday pay being offered. Send your resume directly to Roseann Mabry at Robert Half. Look me up on Linked In! </p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong, long-term relationships with clients to ensure consistent communication and satisfaction.</p><p>• Handle inbound customer inquiries, providing prompt and attentive support.</p><p>• Manage account activities, including tracking orders and ensuring accurate documentation using QuickBooks.</p><p>• Collaborate with sales teams to identify opportunities for upselling and cross-selling products.</p><p>• Monitor customer accounts to proactively address issues and optimize service delivery.</p><p>• Educate clients on product offerings and services to drive engagement.</p><p>• Work closely with internal teams to streamline processes and improve customer experience.</p><p>• Conduct follow-ups with clients to ensure timely resolution of concerns and maintain rapport.</p><p>• Analyze customer feedback to identify areas for improvement and implement effective solutions.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><br></p><p>We’re seeking a motivated <strong>Client Service Associate</strong> to join a well‑established and rapidly growing investment advisory firm. This role offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive and experienced team.</p><p>You’ll receive hands‑on training in tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, as well as ongoing development in compliance, client relations, and operational processes. Compensation and level will be tailored based on your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base</li><li>Process new account openings, closures, transfers, and other client paperwork</li><li>Prepare and execute trades and client transactions promptly and accurately</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with ongoing training and professional development</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>We’re looking for a motivated <strong>Client Service Associate</strong> to join a well‑established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced team.</p><p>You’ll receive hands‑on training with leading tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, along with ongoing development in compliance, client management, and operational processes. Compensation and title will be aligned with your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base.</li><li>Process new account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions with accuracy and efficiency.</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials.</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with continuous training and professional development</li></ul>
<p><strong>Interested in learning more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s connect and explore whether this role could be the ideal next step in your career.</strong></p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role blends client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring timely and accurate execution</li><li>Partner with senior leadership on customized client strategies and firmwide initiatives</li><li>Build and maintain trusted client relationships, anticipating needs to deliver a best‑in‑class experience</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and a 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear pathways for professional growth</li></ul>
<p>Are you passionate about delivering exceptional customer experiences across multiple platforms? We’re looking for a dynamic <strong>Customer Service Representative</strong> to join our client's team! In this role, you’ll be the go-to problem solver and trusted advisor for their customers—whether they reach out by <strong>phone, email, or in person</strong>. You'll have the opportunity to earn a permeant seat with this contract -to - hire role.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li><strong>Engage with customers across multiple channels</strong>—phone, email, and face-to-face—to answer questions, resolve issues, and provide outstanding service.</li><li><strong>Process and place orders accurately and efficiently</strong>, ensuring every detail is correct and customers leave happy.</li><li><strong>Build lasting relationships</strong> by listening, understanding needs, and offering solutions that make a difference.</li><li><strong>Collaborate with internal teams</strong> to ensure smooth order fulfillment and timely communication.</li><li><strong>Stay ahead of the curve</strong> by learning our products and services inside out, so you can confidently guide customers.</li></ul>
<p><strong>Join an industry leader!</strong> Our manufacturing client is seeking a highly skilled <strong>Litigation Paralegal</strong> to transition to an exciting <strong>in-house role</strong>. You will be a crucial part of the legal team, managing complex matters and contributing directly to business success.</p><p><br></p><p>Responsibilities:</p><p>• Manage claims and lawsuits related to specific business units or product lines, gaining expertise in particular areas.</p><p>• Collaborate with internal teams to gather necessary information and provide updates on litigation progress.</p><p>• Partner with insurance providers and adjustors to address claims effectively.</p><p>• Collect, analyze, and organize internal and external documents required for legal proceedings.</p><p>• Coordinate with outside counsel, witnesses, and experts while aligning with the Legal Manager and Assistant General Counsel.</p><p>• Negotiate settlements and prepare relevant documentation, such as response letters, agreements, and releases.</p><p>• Draft responses to inquiries from federal, state, and local agencies.</p><p>• Assist with various legal projects based on the department's needs.</p><p>• Maintain meticulous records and ensure compliance with legal standards.</p><p>• Support the litigation team in trial preparation and case management activities.</p>
<p><strong>Overview</strong></p><p>We are seeking a motivated Client Services Coordinator to join our team in San Diego, California. This contract-to-permanent role offers the opportunity to support a fast-paced insurance operation while ensuring a smooth and efficient application process for agents and partners. The ideal candidate is customer-focused, highly organized, and comfortable managing multiple priorities.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Verify that all required information and documentation is complete prior to submitting new insurance applications</li><li>Coordinate follow-ups with agents, carriers, and third-party vendors to obtain outstanding requirements</li><li>Process and manage insurance cases within Salesforce, ensuring accurate and timely data entry</li><li>Serve as a primary point of contact for agents by responding to inquiries and resolving application-related issues</li><li>Handle high volumes of inbound and outbound calls with professionalism and attention to detail</li><li>Review submitted applications and proactively follow up to ensure cases progress efficiently</li><li>Collaborate with team members to support shared goals and assist with daily operational needs</li></ul><p><br></p>
<p>We are looking for a dedicated Client Services Representative our team in Greenville, South Carolina. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records </p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p>
<p><strong>Interested in learning more?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — let’s connect and see whether this opportunity could be the perfect next step in your career.</p><p><br></p><p><strong><u>Senior Client Associate</u></strong></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment. You’ll play a key role in delivering an exceptional client experience while supporting broader firm initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring prompt and accurate execution.</li><li>Partner with senior leadership on customized client strategies and firmwide initiatives.</li><li>Build and maintain trusted client relationships, anticipating needs and delivering a best‑in‑class experience.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear opportunities for professional growth</li></ul>
We are looking for a dedicated Guest Services Representative to join our team in Memphis, Tennessee. In this role, you will provide exceptional hospitality and support to visitors of the museum, ensuring they have a memorable experience while engaging with exhibits and learning about the Civil Rights era. This is a Contract to position offering an exciting opportunity to grow within a dynamic environment.<br><br>Responsibilities:<br>• Greet and welcome guests at the entrance and Box Office, providing a warm and friendly first impression.<br>• Offer detailed explanations of ongoing and rotating exhibits, sharing insights on the Civil Rights era to enhance visitors’ understanding.<br>• Monitor assigned stations throughout the museum, including entrances, hallways, and the theater, ensuring smooth visitor flow and answering any questions.<br>• Deliver brief presentations before and after theater viewings to provide context and enhance the guest experience.<br>• Assist with managing crowd flow and directing visitors to various areas of the museum.<br>• Respond to inquiries and provide accurate information about the museum exhibits and facilities.<br>• Maintain a high level of professionalism and customer service, meeting organizational sales and service objectives.<br>• Stand for extended periods as required, ensuring all assigned areas are adequately supervised.<br>• Collaborate with team members to uphold the museum’s standards for guest satisfaction and operational efficiency.<br>• Ensure the museum environment remains welcoming and accessible for all visitors.
