<p>Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the opportunity to work in a dynamic, client-driven environment, supporting both advisors and clients while contributing to the overall success of the organization. This is a contract to hire role based in Del Mar, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person.</li><li>Support financial advisors with client onboarding, documentation, and account maintenance.</li><li>Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality.</li><li>Prepare and review account forms, transfer requests, and related paperwork.</li><li>Assist in the preparation of client meetings, reports, and presentation materials.</li><li>Maintain up-to-date client records and support data entry into CRM and portfolio management systems.</li><li>Help resolve client service issues and escalate as necessary.</li><li>Collaborate with internal teams to support compliance, operations, and administrative tasks.</li></ul><p><br></p>
<p>We are seeking a <strong>Client Support Analyst</strong> who is passionate about problem-solving, process improvement, and delivering exceptional client service. This role is instrumental in supporting our Channel Partners and Sales Team by resolving post-deal inquiries and navigating operational challenges across deregulated energy markets.</p><p>The ideal candidate thrives in a fast-paced environment, brings a detail-oriented mindset, and demonstrates strong communication and analytical skills to ensure operational excellence and client satisfaction.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary post-deal liaison between Brokers and the Sales Team, managing inquiries and operational escalations with professionalism and accuracy.</li><li>Conduct operational analyses and develop reports to support informed business decisions under the direction of senior analysts or leadership.</li><li>Research and resolve complex post-deal issues, including enrollment rejections, billing discrepancies, commission inquiries, regulatory complaints, and early termination notifications.</li><li>Collaborate cross-functionally with internal teams to improve processes and enhance client experience across all phases of the customer lifecycle.</li><li>Manage and track deliverables, ensuring alignment with service-level agreements (SLAs) and company standards.</li><li>Identify and recommend opportunities for process enhancements and efficiency improvements.</li><li>Support ongoing business initiatives through both qualitative and quantitative research and analysis.</li></ul><p><br></p>
<p>We are seeking an organized and efficient Client Services Coordinator to join our client’s team in St. Louis Park, MN. This long-term contract role provides essential support to a high-performing commercial real estate brokerage team, where accuracy, professionalism, and attention to detail are critical. The ideal candidate will manage core administrative responsibilities, coordinate documentation and project tasks, and contribute to marketing and client-facing deliverables. This position plays a key role in ensuring seamless day-to-day operations and delivering exceptional service to both internal teams and external clients.</p><p><br></p><p><u>Administration</u></p><p><br></p><p>• Provide comprehensive administrative support, including preparing expense reports and coordinating travel arrangements.</p><p>• Schedule and coordinate meetings, appointments, and team activities.</p><p>• Manage multiple tasks and projects simultaneously for various team members.</p><p>• Maintain and manage databases across multiple target populations.</p><p>• Prioritize, track, and follow through on key action items.</p><p>• Support general office operations including file management, distributing marketing materials, maintaining office organization, processing invoices, and drafting correspondence.</p><p>• Provide reception coverage and assist with answering incoming calls as needed.</p><p><br></p><p><u>Marketing Support</u></p><p><br></p><p>• Assist in executing marketing campaigns, including scheduling, maintaining mailing lists, and generating campaign reports.</p><p>• Prepare business content for proposals, presentations, and digital platforms.</p><p>• Create presentation materials such as charts, graphs, and Excel worksheets.</p><p>• Write and edit documents with attention to grammar, clarity, and professional layout.</p><p>• Conduct competitor research and compile market data.</p><p><br></p><p><u>Client Support</u></p><p><br></p><p>• Liaise with clients to coordinate information, schedule meetings, and collect required documentation.</p><p>• Support a variety of client-related requests and ensure timely follow-up.</p><p>• Perform additional duties and special projects as assigned.</p><p><br></p>
<p>We are looking for a skilled Bilingual Customer Experience Specialist to join our team in Tucson, Arizona. This is a contract position with the potential to become permanent, offering an excellent opportunity to showcase your bilingual Spanish proficiency while supporting customer service and administrative operations for an insurance company. If you have a passion for delivering exceptional service and thrive in a dynamic environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly to customer inquiries, providing accurate and helpful information to address their needs.</p><p>• Assist with various administrative tasks to ensure smooth daily operations within the insurance company.</p><p>• Communicate effectively with clients in both English and Spanish, ensuring clarity and understanding.</p><p>• Maintain organized records and documentation to support business processes and compliance.</p><p>• Collaborate with team members to identify opportunities for improving customer satisfaction and operational efficiency.</p><p>• Handle client concerns with professionalism, resolving issues in a timely manner.</p><p>• Support sales-related activities by providing information and assistance to prospective customers.</p><p>• Utilize problem-solving skills to address challenges and enhance service delivery.</p><p>• Stay updated on company policies and procedures to provide accurate guidance to customers.</p><p>• Fluently read, write, and speak English and Spanish</p>
<p><strong>Overview:</strong></p><p>Join a dynamic and growing organization in Columbia, SC as a Customer Service / Account Manager on a contract-to-hire basis. This role offers the opportunity to engage with key clients, resolve inquiries efficiently, and drive customer success. You will be instrumental in providing a top-tier customer experience while balancing account management responsibilities. Our team values adaptability, proactive problem-solving, and commitment to excellence.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for assigned client accounts, managing customer relationships and ensuring satisfaction.</li><li>Handle inbound and outbound customer inquiries, resolve issues, and troubleshoot problems in a timely and professional manner.</li><li>Track account activity, update records, and manage documentation to support service delivery and performance reporting.</li><li>Collaborate with internal teams (e.g., sales, operations, support) to address client needs, implement service solutions, and drive account growth.</li><li>Monitor account health, proactively identify risks or opportunities, and present recommendations to ensure client retention.</li><li>Support process improvements and contribute to operational efficiency using common customer service technologies.</li><li>Educate clients about products, services, and best practices to maximize account value and satisfaction.</li></ul><p><br></p>
<p>Are you looking to start your healthcare career in a supportive, entry-level environment? This <strong>Patient Access Representative</strong> role offers the perfect opportunity. As a <strong>Patient Access Representative</strong>, you will play a crucial role in managing admissions, verifying insurance, and delivering excellent service. This position is ideal for recent graduates of trade schools or individuals with customer service experience looking to transition into healthcare. With a focus on patient registration and administrative support, the <strong>Patient Access Representative</strong> ensures a positive experience for patients from the moment they walk in.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet patients and initiate the registration process in a professional and friendly manner.</li><li>Collect and accurately record payments at the point of service.</li><li>Verify insurance coverage and identify financial resources for patients.</li><li>Obtain and process necessary documentation for billing and compliance.</li><li>Handle routine patient concerns and service recovery, escalating complex issues appropriately.</li><li>Maintain communication with staff, physicians, patients, and guests via phone, email, or in person.</li><li>Meet individual productivity goals and performance metrics as assigned by department leadership.</li><li>Support all operational areas within Patient Access Services.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals.</p><p> </p><p> This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p> </p>
<p>Our Client Luxury Apartment provider is hiring a temporary Administrative Leasing Agent for an Immediate Start!</p><p>As the Administrative Leasing Agent, you will be responsible for but not limited to the following job duties daily.</p><p>answering phone calls and taking messages</p><p>scheduling property tours</p><p>providing backup services while concierge is conducting property tours</p><p>availability to assist residents with package pickup and deliveries.</p><p>assisting residents with placing service requests and providing an update to completion of the request.</p><p>Weekly reporting of number of calls, tours, applications move ins and move outs.</p><p>Additional job duties will be given daily.</p><p>Requirements</p><p>Strong communication skills</p><p>Executive-level administrative expertise</p><p>Exceptional customer service abilities</p><p>High proficiency in Microsoft Office Suite</p><p>Skilled in calendar management</p><p>Leasing experience preferred, but not required</p><p>Work Method</p><p>On-site daily</p><p>Schedule: work Monday–Friday from 9:00 a.m. to 6:00 p.m.</p><p> </p><p>If you are highly detail-oriented, able to multitask, and possess superior customer service and organizational skills, this position is for you! Apply today and start work tomorrow.</p>
<p>Our client is seeking a Customer Care Manager to oversee the Customer Care Team, ensuring outstanding customer service across e-commerce channels and retail locations. This leader will actively support issue resolution, develop business opportunities in wholesale and corporate gifting, and drive ongoing customer loyalty. The role is based in Walpole, NH.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead and manage the Customer Care Team at the Walpole location</li><li>Handle multi-line phone systems, process orders, and address customer inquiries</li><li>Collaborate closely with retail teams to deliver exceptional customer service; assist with staff training</li><li>Design and deliver initial and annual refresher training for Customer Care Representatives</li><li>Proactively research and develop new account opportunities</li><li>Partner with E-Commerce management on new business initiatives</li><li>Conduct sales outreach: develop leads through cold calling, networking, and onsite customer visits</li><li>Build and maintain long-term customer relationships using creative follow-up communications to promote repeat business</li><li>Promote and sell company products with deep knowledge and enthusiasm</li><li>Respond to customer requests, quotations, and complaints promptly and professionally</li><li>Provide thorough follow-up to uncover and secure future business opportunities</li><li>Maintain accurate client accounts and data records</li><li>Utilize ERP systems and business tools to implement process improvements and best practices</li></ul><p><br></p>
<p>We are proud to represent a fast-growing, client-focused mortgage brokerage that is redefining the home financing experience.</p><p>As an Inside Sales Representative, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.</p><p>What You’ll Do</p><ul><li>Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships.</li><li>Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership.</li><li>Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service.</li></ul><p>What We’re Looking For</p><ul><li>Sales Savvy: Strong communication and relationship-building skills with a passion for helping people.</li><li>Goal-Oriented: Motivated by targets and thrives in a fast-paced environment.</li><li>Tech-Comfortable: Experience with CRM systems and digital communication tools.</li><li>Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services</li></ul><p>Why Join Us?</p><ul><li>Growth Potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications).</li><li>Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off!</li><li>Supportive Culture: Work with a team that values integrity, collaboration, and innovation.</li><li>Impactful Work: Help clients achieve one of life’s biggest milestones homeownership.</li><li>Competitive Compensation: Base pay plus performance incentives once hired on.</li></ul><p><br></p>
We are looking for a detail-oriented Client Support Specialist to join our team in Saint Paul, Minnesota. In this role, you will play a crucial part in providing exceptional customer service, handling inbound and outbound communications, and resolving technical issues efficiently. This is a long-term contract position, offering the opportunity to work both remotely and on-site in a hybrid schedule.<br><br>Responsibilities:<br>• Respond promptly and accurately to customer inquiries, including setting up new users and terminating access for former employees.<br>• Provide updates and support to newly referred customers during their onboarding process.<br>• Address support requests, including password resets and technical issues, ensuring timely resolutions.<br>• Analyze data from calls and tickets to identify trends and recommend improvements to support processes.<br>• Utilize Microsoft Excel to manage data entry and maintain accurate records.<br>• Collaborate with team members to ensure customer satisfaction and efficient service delivery.<br>• Maintain professionalism and confidentiality when handling sensitive information.<br>• Assist in managing and resolving support tickets, demonstrating problem-solving abilities.<br>• Communicate effectively with customers and stakeholders to address concerns and provide solutions.
We are looking for a skilled Recovery Representative I (Tier II) to join our team in Rochester, New York. In this long-term contract role, you will play a critical part in resolving bank returns, addressing client concerns, and ensuring compliance with established policies. The position requires a proactive approach to mitigating risk while delivering exceptional customer service to both internal and external stakeholders.<br><br>Responsibilities:<br>• Accurately resolve bank return items in a timely manner to minimize financial impact.<br>• Deliver outstanding customer service to both internal teams and external clients while adhering to company risk guidelines.<br>• Educate clients and internal departments on resolution processes, offering alternative service options as needed.<br>• Develop and maintain a thorough understanding of Paychex products and systems to make informed decisions related to revenue recovery.<br>• Research and address product and service issues, ensuring client objections are handled professionally and resolved effectively.<br>• Collaborate with mentors to manage daily reports such as payment and payroll hold reports, ensuring accuracy and preventing penalties.<br>• Monitor client accounts to evaluate service eligibility, reducing exposure and risk to the company.<br>• Participate in ongoing training sessions to enhance technical knowledge, compliance awareness, and customer service skills.<br>• Ensure adherence to regulatory standards, including the Fair Debt Collections Practices Act, to maintain compliance.<br>• Implement recovery strategies and guidelines to maximize revenue retention.
<p>We are seeking a dedicated Spanish Bilingual Call Center Representative to join our growing team. The successful candidate will handle inbound and outbound calls, assist customers in both English and Spanish, address inquiries, manage scheduling, and provide accurate information while maintaining a high standard of professionalism, service quality, and compliance with company policies.</p><p><br></p><ul><li>Handle inbound and outbound calls in both English and Spanish, providing exceptional customer service.</li><li>Assist customers with product inquiries, troubleshooting, and order processing.</li><li>Document all interactions accurately in CRM systems.</li><li>Communicate technical information clearly and effectively to diverse audiences.</li><li>Support customers with warranty, returns, and product replacement processes.</li><li>Collaborate with internal teams to resolve complex issues promptly.</li><li>Maintain compliance with company policies and industry regulations.</li></ul>
Role Overview: Join a dynamic team in a permanent administrative support role within our Landscape Finished Sales department. This position provides the opportunity to expand your responsibilities and grow professionally within the Sales department. Candidates must be available for extended hours—including weekends—during peak months and have the flexibility to travel out of state with reasonable advance notice. Reporting directly to our Sales Specialist, you will play a crucial part in facilitating efficient operations and delivering exceptional service to our customers. Key Responsibilities: Expedite daily order entry with high attention to detail Assist with problem identification and resolution as challenges arise Coordinate deliveries and promptly communicate logistics to clients Maintain accurate customer profiles in a CRM system Manage multiple spreadsheets and oversee various projects Respond to customer inquiries via phone and email Document and refine internal procedures to improve efficiency Organize and inspect shipments for outgoing landscape orders Build and sustain strong client relationships Assess plant inventory quality, quantity, and status in the greenhouse as needed Generate reports for internal use and client presentation on sales analysis and order entry Travel with the Landscape Sales Specialist to engage with existing and prospective customers Provide sales department support, including pre-order bookings and weekly reporting Required Qualifications: High school diploma or equivalent Minimum two years of sales and customer service experience Advanced proficiency in Microsoft Excel and related functions Adaptability to a fast-paced environment and quick learning ability Effective multi-tasking and project balancing skills Strong written and verbal communication skills Reliable time management and punctuality Reliable transportation Preferred Qualifications: Experience in client relationship management, inside sales, account management, and business development Familiarity with horticulture is a strong asset Benefits of Joining Our Team: This is your chance to take on a pivotal relationship-building role with outstanding growth opportunities in a thriving industry. If you bring an efficient drive, thrive under dynamic conditions, and value initiative and strategic thinking, we encourage you to apply and help elevate our presence in the market. Job Type: permanent Expected Hours: 35–55 per week
We are looking for a detail-oriented Client Service Coordinator - Associate to join our team on a contract basis in Cincinnati, Ohio. In this part-time role, you will work 25 hours per week over a 12-week period, assisting in administrative tasks, event coordination, and branch support. This position is a great opportunity to contribute to the smooth operation of our team while gaining valuable experience in client service and office coordination.<br><br>Responsibilities:<br>• Manage supply orders, including stationery, licensing, and expense reporting.<br>• Provide administrative support to advisors as needed, ensuring smooth daily operations.<br>• Assist the Operations Leader with planning and executing branch events.<br>• Coordinate logistics for branch meetings, including confirming attendance, ordering lunch, and tracking participation.<br>• Handle mail distribution and related tasks to ensure efficient communication.<br>• Organize and send invitations for regional webinars hosted by the branch.<br>• Support advertising efforts and ensure compliance with organizational guidelines.<br>• Contribute to special projects and initiatives within the organization.
<p><strong>Employee Experience Representative</strong></p><p><br></p><p><strong>Location:</strong> Moline, IL</p><p><strong>Schedule:</strong> Hybrid – 4 days onsite, 1 day remote (flexible remote day)</p><p><strong>Training:</strong> In-office training for the first 2–3 months</p><p><br></p><p>Robert Half is partnering with a well-respected manufacturing organization to hire an <strong>Employee Experience Representative</strong> to support their <strong>Human Resources Operations Center.</strong> This role plays a key part in delivering high-quality HR support and an exceptional employee experience across the organization.</p><p><br></p><p><strong><u>About the Role</u></strong></p><p>As an Employee Experience Representative, you will provide comprehensive, customer-focused HR support to employees and HR partners. You’ll manage a variety of HR transactions, ensure confidentiality, and collaborate with internal teams to continuously improve HR processes and service delivery.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Deliver exceptional customer service by researching, resolving, and responding to HR inquiries in a timely and professional manner</li><li>Administer HR processes related to: Talent acquisition and internal transfers, Organizational management, Employee record maintenance, and Learning and training administration</li><li>Maintain a high level of confidentiality and accuracy when handling sensitive employee information</li><li>Participate in continuous improvement initiatives by identifying opportunities to enhance HR service delivery</li><li>Ensure Service Level Agreements (SLAs) are consistently met or exceeded</li><li>Collaborate with Employee Experience Specialists to support process improvements and escalation resolution</li></ul><p><strong><u>Why You’ll Love This Role</u></strong></p><ul><li>Develop and strengthen your HR operations skill set</li><li>Work in a fast-paced, service-driven environment</li><li>Partner closely with HR professionals and internal stakeholders</li><li>Gain experience supporting enterprise-level HR processes</li></ul>
We are looking for a dedicated Service Specialist to join our team in West Henrietta, New York. In this role, you will focus on high-volume outbound calls, connecting with clients who have enrolled in Bill Pay powered by Bill but have not yet registered. You will play a critical role in guiding clients through the registration process, addressing questions, and ensuring they fully understand the product. This is a long-term contract opportunity, ideal for individuals who thrive in dynamic, client-focused environments.<br><br>Responsibilities:<br>• Conduct high-volume outbound calls to assist clients with registration for Bill Pay powered by Bill.<br>• Provide exceptional service and support to clients, addressing questions and resolving issues promptly.<br>• Follow up on outstanding items to ensure completion in line with established service level agreements.<br>• Develop a strong understanding of Paychex products, industry policies, and procedures to better support clients.<br>• Identify areas for improvement within processes and collaborate with leadership to implement changes.<br>• Utilize systems and software tools, including Salesforce and Adobe Flex, to document interactions and manage workflows effectively.<br>• Serve as a mentor to less experienced team members, offering guidance and support.<br>• Accurately input data while maintaining prioritization and organization to meet deadlines.<br>• Monitor and report on metrics to evaluate performance and ensure compliance with company standards.
<p>We are seeking a Medical Customer Service Specialist to join a dynamic team, serving as the first point of contact for patients and healthcare providers. You will help ensure a positive experience by answering inquiries, resolving concerns, verifying information, and supporting daily operations within a medical office or healthcare organization.</p><p><br></p><p><strong>Hours: </strong>Monday - Friday 8am - 5pm</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to patient requests via phone, email, and in person, delivering prompt, professional assistance</li><li>Manage patient registration, scheduling appointments, and verifying insurance coverage</li><li>Resolve billing, claims, and account inquiries accurately</li><li>Maintain confidential patient information in compliance with HIPAA regulations</li><li>Collaborate with clinical and administrative staff to coordinate patient care and communications</li><li>Document interactions and follow up to ensure timely resolution of issues</li><li>Educate patients on office procedures, healthcare services, and next steps</li></ul><p><br></p>
<p>Robert Half is seeking a<strong> Customer Service Specialist </strong>for a thriving local business. If you are passionate about helping others and dedicated to problem-solving, we want to hear from you.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle inbound customer inquiries by phone and email</li><li>Resolve product, service, or billing issues promptly and professionally</li><li>Maintain up-to-date customer records in internal systems</li><li>Collaborate with other departments to resolve complex issues</li><li>Provide information about products, services, or policies</li></ul>
We are looking for a dedicated Office Services Associate to join our team on a contract basis in Dallas, Texas. This role focuses on delivering essential back-office support, including reprographics, mail services, hospitality, and reception duties, while ensuring high-quality service in both physical and digital environments. The ideal candidate will thrive in a fast-paced setting and possess excellent customer service skills to maintain strong client relationships.<br><br>Responsibilities:<br>• Manage reprographics and mail services tasks, ensuring timely and accurate completion of work.<br>• Follow established procedures for job intake, prioritization, and execution to meet client deadlines.<br>• Troubleshoot basic equipment issues and perform routine maintenance, including loading paper and toner supplies.<br>• Maintain detailed logs of completed tasks and ensure job tickets are properly documented.<br>• Conduct quality assurance checks on your own work and the work of others to uphold service standards.<br>• Communicate effectively with supervisors and clients to address and resolve deadline or job-related concerns.<br>• Adhere to company and client site policies while using equipment and supplies in a cost-effective manner.<br>• Lift and transport items weighing up to 50 pounds as required.<br>• Collaborate with team members and contribute to a positive and productive work environment.<br>• Provide support for hospitality, reception, and other service lines as needed.
<p>We are looking for a dedicated Solution Center Representative to join our team in Indianapolis, Indiana. In this contract, you will serve as the first point of contact for educators and administrators, providing exceptional support for curriculum implementation and troubleshooting inquiries. This role requires a proactive approach to customer service, ensuring smooth communication and identifying opportunities to enhance school experiences. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide personalized support to schools, addressing curriculum implementation and operational inquiries.</p><p>• Respond to questions related to program details, curriculum guidance, and purchasing or order statuses.</p><p>• Assist with school registration processes and resolve equipment or software-related issues.</p><p>• Deliver Tier 1 IT support and guide users through system and site navigation.</p><p>• Identify opportunities for additional services or products that align with school needs.</p><p>• Collaborate with team members to resolve complex issues and ensure customer satisfaction.</p><p>• Maintain detailed records of interactions and tasks using a customer relationship management tool.</p><p>• Perform administrative tasks and support team projects as needed.</p><p>• Meet established service level, productivity, and quality goals.</p><p>• Recommend innovative solutions and emerging trends to improve processes.</p>
<p>We are looking for a dedicated Bilingual Spanish Customer Experience Specialist to join our mission-driven team in San Diego, California. In this role, you will serve as a vital connection between individuals and the services they need, ensuring every interaction is handled with care and professionalism. This is a Contract to permanent position, offering the opportunity to grow within a supportive and impactful organization. This role has the opportunity to go hybrid 3 days per week on the permanent basis!</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Respond promptly to incoming inquiries, providing accurate information, referrals, or assistance based on client needs.</p><p>• Document all customer interactions thoroughly and efficiently using web-based systems.</p><p>• Stay updated on available resources and services to deliver reliable guidance.</p><p>• Collaborate with internal teams to address client concerns and ensure high-quality service delivery.</p><p>• Maintain exceptional customer service standards in every communication.</p><p>• Utilize various computer programs and platforms, including CRM systems, billing software, and chat tools, to support customer interactions.</p><p>• Assist customers with benefit-related inquiries and billing processes.</p><p>• Analyze and address customer issues effectively while adhering to company procedures.</p><p>• Handle inbound calls professionally, ensuring a positive experience for all clients.</p><p>• Leverage tools like Epic Software and Avaya CMS to manage and track client interactions.</p>
We are looking for a dedicated 401k/S125 Service Associate I to join our team in Rochester, New York. This is a long-term contract position where you will play a vital role in providing exceptional customer service for Paychex products in the S125 Client Service Center. The ideal candidate will ensure client and participant inquiries are addressed efficiently, maintaining strong relationships and adhering to company policies.<br><br>Responsibilities:<br>• Respond to inbound calls from active and terminated employees participating in Paychex Insurance Agency plans.<br>• Offer assistance and guidance to client plan administrators regarding S125 products, policies, and procedures.<br>• Educate clients and participants on product features, company guidelines, and applicable regulations.<br>• Escalate complex tasks and necessary documentation to appropriate teams for resolution.<br>• Develop a foundational knowledge of Paychex products to better assist clients and participants.<br>• Utilize various systems and software platforms, including Salesforce and Adobe Flex, to manage client interactions.<br>• Record and document all communications accurately while performing essential data entry tasks.<br>• Prioritize and organize tasks to ensure timely and effective resolution of client issues.<br>• Address participant claims and complaints in alignment with company standards and policies.<br>• Assist in administrative tasks, including scanning and photocopying documents when necessary.
<p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p><br></p><p>About the Position</p><p>We are partnering with a mission-driven non-profit organization dedicated to supporting the San Diego community. This is a contract-to-hire Client Experience role for individuals who are passionate about helping others and providing high-quality service.</p><p>This position requires fluency in both English and Spanish and the ability to commute on-site daily. </p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a primary point of contact for community members via inbound and outbound calls</li><li>Provide accurate information, guidance, and support to individuals and families</li><li>Deliver a positive client experience through professional and compassionate communication in <strong>English and Spanish</strong></li><li>Document interactions clearly and accurately in internal systems</li><li>Follow established procedures, policies, and compliance guidelines</li><li>Collaborate with internal teams to ensure timely and effective support</li></ul><p><br></p>
