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273 results for Client Service Representative jobs

Patient Service Representative
  • Miami, FL
  • onsite
  • Temporary / Contract
  • 20 - 22 USD / Hourly
  • <p>We are looking for a Bilingual Spanish Patient Service Representative to support front-end patient access and administrative operations in Miami, Florida. This Long-term Contract position is ideal for someone who can deliver courteous service, manage registration and scheduling tasks, and keep billing and patient records accurate in a fast-paced healthcare setting. The person in this role will serve as a key point of contact for patients while helping maintain compliance, documentation quality, and smooth daily clinic workflow.</p><p><br></p><p>Responsibilities:</p><p>• Welcome patients and visitors professionally, providing responsive service that reflects established customer care standards in every interaction.</p><p>• Complete patient intake and registration activities while safeguarding confidential health and financial information.</p><p>• Perform financial screening, collect applicable payments, and enter fee details accurately into the appropriate records.</p><p>• Maintain daily logs, activity statistics, and supporting documentation to help track operational performance.</p><p>• Process billing for assigned providers and review entries to ensure charges are timely, complete, and aligned with organizational guidelines.</p><p>• Follow up with providers regarding unresolved encounters or outstanding charges to support accurate claim submission and account resolution.</p><p>• Coordinate with program managers regarding appointment activity, including missed visits, cancellations, and schedule updates.</p><p>• Contact patients to confirm upcoming appointments and assist with scheduling both new and return visits as needed.</p><p>• Verify Medicaid and other managed care coverage, support eligibility and enrollment-related processes, and complete disenrollment steps when required.</p><p>• Scan and index documents into patient charts, generate compliance-related reports, and share information about available organizational and community services with patients.</p>
  • 2026-10-23T00:00:00Z
Patient Service Representative
  • Blue Ash, OH
  • onsite
  • Temporary / Contract
  • 17 - 19 USD / Hourly
  • <p>We are looking for a Patient Service Representative to support front-end patient access activities for a healthcare organization. This Long-term Contract, possible contract to hire, position is 100% on site and focuses on preparing patients for upcoming visits by confirming key registration details, coordinating scheduling, and helping ensure coverage requirements are in place before services are delivered. The ideal candidate brings strong communication skills, attention to detail, and prior experience working with patient information, insurance verification, and authorization processes.</p><p><br></p><p>Responsibilities:</p><p>• Complete pre-service registration activities to help ensure patient accounts are ready before scheduled appointments or procedures.</p><p>• Review and confirm demographic, insurance, and other account details for accuracy within the practice management system.</p><p>• Arrange appointments and enter required visit information promptly to support efficient patient access workflows.</p><p>• Secure prior authorizations, referrals, or pre-certifications when payer guidelines require approval before treatment.</p><p>• Respond to inbound inquiries from patients and internal teams regarding scheduling, coverage, and registration matters.</p><p>• Support financial clearance efforts by identifying missing information and following up to resolve account issues before the date of service.</p><p>• Maintain accurate documentation of updates, verification results, and authorization activity within the appropriate systems.</p><p>• Collaborate with clinical, billing, and administrative teams to reduce delays and improve the patient intake experienc</p>
  • 2026-10-16T00:00:00Z
Call Center/Customer Service Representative
  • Irwin, PA
  • onsite
  • Temporary / Contract
  • 16 - 18 USD / Hourly
  • <p>Our client is looking for a <strong>Call Center Representative</strong> to join their Support &amp; Services team. This is a contract-to-hire opportunity offering $16-18/hour (DOE) with strong potential for long-term career growth and advancement throughout the organization.</p><p><br></p><p><strong>Pay:</strong> $16.00-$18.00/hour</p><p><strong>Position Type:</strong> Contract-to-hire with long-term growth potential</p><p><strong>Career Growth:</strong> Strong opportunities for advancement both within the call center and in other areas of the organization</p><p><strong>Schedule:</strong> Monday-Friday, 8:00 AM-4:00 PM, 37.5-hour work week with unpaid 30-minute lunch plus two paid 10-minute breaks daily</p><p><strong>Work Site Requirements:</strong> Full onsite training Monday-Friday for approximately 3 months. After successful completion of training, employees can transition to a hybrid schedule with 2 days onsite and 3 days remote each week</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for taxpayers and business owners, providing exceptional customer service over the phone</li><li>Handle inbound calls related to account inquiries, tax collections, and general compliance questions</li><li>Respond to customer inquiries received through email and other digital channels</li><li>Conduct outbound follow-up calls for account verification and customer support</li><li>Accurately document customer interactions and update account information within internal systems</li><li>Learn and follow department procedures, security protocols, and compliance requirements</li><li>Stay informed on process updates and participate in ongoing training programs</li><li>Meet individual and team performance goals in a fast-paced call center environment</li></ul><p><br></p>
  • 2026-10-14T00:00:00Z
Customer Service Specialist
  • Wilmington, MA
  • onsite
  • Permanent / Full Time
  • 55000 - 73000 USD / Yearly
  • <p>Robert Half is recruiting for a Customer Service Specialist role with a rapidly growing manufacturing client in the Wilmington area. This is a permanent role, joining an already established team, with lots of growth opportunity.</p><p><br></p><p>Our client is looking for a customer service candidate with at least 1-2 years of professional business to business experience. A Bachelor&#39;s degree is preferred but not required. </p><p><br></p><p>Responsibilities include preparing quotes, processing orders, and answering more technical questions as needed. This is NOT a call center role; it&#39;s a far more strategic customer service function. </p><p><br></p><p>If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I&#39;m scheduling interviews soon!</p>
  • 2026-10-22T00:00:00Z
Customer Service Specialist
  • Honolulu, HI
  • onsite
  • Temporary to Hire
  • 16.15 - 18.7 USD / Hourly
  • <p>We are looking for a Customer Service Specialist to support daily operations for the warehouse in Hawaii. This contract-to-permanent opportunity is ideal for someone who enjoys helping people, managing administrative duties, and keeping information organized in a fast-paced service environment. The person in this role will serve as a key point of contact for individuals seeking program information while providing dependable coordination and office support. Preference will be given to Hawaii residents due to the onsite nature of this role. To apply, please call us at 808-531-0800.</p><p><br></p><p>Responsibilities:</p><p>• Assist callers and visitors by answering questions about available programs and services in a thorough and helpful manner.</p><p>• Coordinate and confirm pickup times and client appointments to support smooth day-to-day scheduling.</p><p>• Enter and maintain accurate information in internal records and tracking systems.</p><p>• Speak with clients to gather feedback and complete surveys in a respectful and organized way.</p><p>• Support administrative activities tied to human services programs, including document handling and routine office tasks.</p><p>• Communicate clearly by phone, email, and in writing with clients, staff, and community contacts.</p><p>• Work closely with team members and partner programs to ensure responsive service for a diverse population.</p>
  • 2026-10-13T00:00:00Z
Client Service Associate
  • San Mateo, CA
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm </strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You&#39;ll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-23T00:00:00Z
Customer Service
  • Parsippany, NJ
  • onsite
  • Temporary to Hire
  • 30.4 - 35.2 USD / Hourly
  • We are looking for a customer-focused Logistics Coordinator to join our team in Parsippany, New Jersey. This contract opportunity with potential for a permanent position is ideal for someone who can balance responsive service with strong execution across transportation, distribution, and shipment support. The person in this role will help keep orders moving efficiently while working closely with internal teams, carriers, and customers to maintain smooth logistics operations.<br><br>Responsibilities:<br>• Manage day-to-day shipment activity by organizing transportation, tracking order movement, and helping ensure timely delivery.<br>• Serve as a primary point of contact for customer service inquiries related to shipping status, delivery updates, and logistics support.<br>• Coordinate distribution activities with carriers, warehouses, and internal partners to keep materials and products flowing accurately.<br>• Prepare and review shipping documentation to support compliant and efficient domestic or international movement of goods.<br>• Assist with customs-related coordination by gathering required paperwork and helping address shipment exceptions when needed.<br>• Monitor logistics performance, identify service issues, and take action to resolve delays, discrepancies, or delivery concerns.<br>• Maintain accurate shipment records, order details, and communication logs within company systems.<br>• Support ongoing shipping functions by collaborating across departments to improve consistency, responsiveness, and overall service quality.
  • 2026-10-14T00:00:00Z
Member Services Representative
  • Alexandria, VA
  • remote
  • Temporary / Contract
  • 25.65 - 29.7 USD / Hourly
  • We are looking for a Member Services Representative to support a high-volume service environment. This long-term contract position is ideal for someone who communicates clearly, works efficiently, and delivers dependable assistance to members over the phone. The role requires strong attention to detail, confidence using computer systems, and the ability to manage multiple inquiries while maintaining a helpful and attentive approach.<br><br>Responsibilities:<br>• Handle a steady flow of incoming member calls and provide accurate, courteous support in a fast-paced call center setting.<br>• Respond to questions, resolve routine service issues, and guide members through available resources and next steps.<br>• Enter and update member information in computer systems with a high level of accuracy and attention to detail.<br>• Document call details thoroughly to ensure complete and organized service records.<br>• Use typing and navigation skills to manage conversations efficiently while accessing multiple systems.<br>• Maintain service quality standards by delivering consistent, attentive customer support on every interaction.
  • 2026-10-20T00:00:00Z
Member Service Representative
  • Marlborough, MA
  • onsite
  • Temporary / Contract
  • 21 - 23 USD / Hourly
  • <p>We are looking for a Member Service Representative to support day-to-day branch service operations. This long-term contract position is ideal for someone who enjoys helping members with financial needs, handling transactions with precision, and building strong relationships through attentive service. The person in this role will contribute to a positive branch experience by combining account support, product awareness, and operational accuracy in a fast-paced retail banking environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage routine member banking activity, including deposits, withdrawals, transfers, and loan-related payments, with a high degree of accuracy.</p><p>• Support members with setting up and maintaining consumer accounts, including deposit products and individual retirement account services.</p><p>• Guide members through consumer lending inquiries and provide assistance during the application process.</p><p>• Recognize opportunities to match members with suitable financial products and explain available options clearly.</p><p>• Connect members with specialized services such as digital banking, mortgage offerings, lending solutions, and business banking resources when appropriate.</p><p>• Follow all applicable credit union policies, regulatory expectations, and established branch procedures to maintain compliance.</p><p>• Reconcile cash drawers and assist with daily branch operations to ensure smooth and efficient service delivery.</p><p>• Provide attentive, member-focused service while helping the branch meet performance, service, and sales objectives.</p>
  • 2026-10-23T00:00:00Z
Customer Relations Representative
  • San Diego, CA
  • onsite
  • Temporary / Contract
  • 23 - 25 USD / Hourly
  • <p>We are looking for a Customer Relations Representative to support an insurance agency in San Diego, California location through a Long-term Contract assignment. In this role, you will serve as a key point of contact for inbound inquiries, gather and document important claim details with precision, and help ensure each customer receives timely assistance. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and takes a thoughtful approach to resolving service-related concerns.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming calls related to first reports of injury and capture claim information accurately in company systems.</p><p>• Use attentive listening and well-structured follow-up questions to understand customer needs and provide appropriate support.</p><p>• Route inquiries to the correct teams when needed and work across departments to help bring issues to resolution.</p><p>• Maintain complete and accurate records through consistent data entry and careful documentation practices.</p><p>• Build a strong understanding of service procedures, policy guidelines, and operational workflows to deliver dependable customer assistance.</p><p>• Identify potential service interruptions or process concerns early and communicate them to Customer Care leadership.</p><p>• Follow established company standards, training expectations, supervisory guidance, and applicable regulations in daily work.</p>
  • 2026-10-20T00:00:00Z
Client Services Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 125000 USD / Yearly
  • <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm&#39;s technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
  • 2026-10-05T00:00:00Z
Call Center Representative
  • Dallas, TX
  • onsite
  • Temporary / Contract
  • 18 - 24 USD / Hourly
  • <p><strong>Position Overview</strong></p><p>Our client is seeking a customer-focused and motivated Call Center Representative to join their team. This role is responsible for handling a high volume of inbound and outbound calls, assisting customers with inquiries, resolving issues, and delivering exceptional service. The ideal candidate is a strong communicator who thrives in a fast-paced environment and enjoys helping customers.</p><p><strong>Responsibilities</strong></p><ul><li>Answer high-volume inbound customer calls professionally and efficiently</li><li>Resolve customer inquiries, concerns, and service issues</li><li>Document customer interactions accurately in company systems</li><li>Follow up with customers regarding open issues or requests</li><li>Maintain service level and quality standards</li><li>Research and troubleshoot customer concerns</li><li>Escalate complex issues appropriately</li><li>Support various administrative and customer service functions as needed</li></ul><p><br></p>
  • 2026-10-12T00:00:00Z
Customer Services Specialist
  • Las Vegas, NV
  • onsite
  • Temporary / Contract
  • 23 - 24 USD / Hourly
  • <p>We are looking for a Customer Services Specialist to deliver responsive, high-quality support for attendees and exhibitors connected to events in Las Vegas, Nevada. This contract position serves as a key point of contact for questions, registrations, and service-related concerns while helping maintain strong customer relationships. The role requires clear communication, sound judgment, and close coordination with internal teams to ensure timely and accurate resolutions.</p><p><br></p><p>Responsibilities:</p><p>• Respond to attendee and exhibitor inquiries by phone, email, or other channels, providing accurate guidance on event offerings, policies, and available services.</p><p>• Investigate customer concerns, determine appropriate solutions, and follow through to ensure issues are resolved in a thorough and timely manner.</p><p>• Conduct outbound outreach to collect qualifying information, encourage event participation, support registrations, and identify opportunities for additional product or service purchases.</p><p>• Maintain complete and accurate customer records by entering, updating, and tracking information within event-related databases and support systems.</p><p>• Assist customers with registration questions and technical difficulties by walking them through processes and next steps in a clear, supportive manner.</p><p>• Partner with cross-functional teams to address more complex service issues and ensure customers receive consistent, well-coordinated support.</p><p>• Monitor recurring questions and customer feedback, then share insights with internal stakeholders to help improve service delivery and the overall event experience.</p><p>• Build working knowledge of brands, event details, and service policies so information provided to customers remains current and reliable.</p>
  • 2026-10-23T00:00:00Z
Customer Satisfaction Representative
  • Gardena, CA
  • onsite
  • Temporary to Hire
  • 19 - 20 USD / Hourly
  • We are looking for a Customer Satisfaction Representative to join our industrial team in Gardena, California in a Contract to Permanent role. This position supports customers, manufacturer representatives, and dealer or distributor partners by delivering product guidance, service support, and responsive communication throughout the sales and order process. The ideal candidate is comfortable balancing inbound service needs with proactive outreach, while helping strengthen customer relationships and supporting sales growth.<br><br>Responsibilities:<br>• Provide product guidance and practical recommendations to customers and sales partners based on application needs and business objectives.<br>• Communicate updates related to order timing, production status, shipping expectations, and service matters to ensure customers remain informed.<br>• Monitor outstanding quotations and conduct follow-up outreach to help move opportunities toward confirmed purchase orders.<br>• Assist with lead handling activities and contribute to prospecting efforts that support new customer development.<br>• Make outbound calls to identify business opportunities, re-engage prospects, and expand revenue within assigned markets.<br>• Coordinate return requests for the designated territory and help resolve related service concerns in a timely manner.<br>• Address elevated service issues from representatives, customers, and internal team members, involving leadership when further support is needed.<br>• Identify practical ideas that improve collaboration between the factory, representatives, and dealer or distributor network while helping reduce avoidable service-related costs.<br>• Use standard business software and database tools to document activity, manage customer information, and support daily service operations.
  • 2026-10-21T00:00:00Z
Patient Service Rep
  • Blue Bell, PA
  • onsite
  • Temporary / Contract
  • 20 - 20 USD / Hourly
  • <p>We are looking for a <strong>Patient Service Rep</strong> to support patient registration and front-end administrative operations for a healthcare setting in Pennsylvania. This contract position is ideal for someone who can balance patient-facing service with accurate scheduling, documentation, and submission tasks in a fast-paced onsite environment. The role requires strong attention to compliance standards, comfort working with Epic and ProFile systems, and the ability to coordinate time-sensitive activities with professionalism and care.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Welcome patients and guide them through registration, appointment check-in, and required intake documentation with accuracy and professionalism.</p><p>• Coordinate appointment scheduling and related follow-up activities while maintaining organized calendars and timely updates.</p><p>• Enter, review, and maintain patient information in Epic Software and ProFile to support accurate records and efficient office workflow.</p><p>• Process required submissions and administrative documentation in alignment with established healthcare and compliance procedures.</p><p>• Support onsite patient service operations by responding to questions, directing individuals appropriately, and helping resolve routine registration issues.</p><p>• Assist with administrative steps related to required candidate screening and ensure all related records are completed and handled correctly.</p><p>• Monitor time-sensitive tasks using scheduling and time-management tools, including About Time, to help keep daily operations on track.</p><p>• Participate in training activities and apply updated processes, system knowledge, and service expectations to daily work.</p>
  • 2026-10-23T00:00:00Z
Customer Service Manager
  • Coppell, TX
  • onsite
  • Temporary to Hire
  • 28.5 - 33 USD / Hourly
  • We are looking for a Customer Service Manager to lead guest support operations for a growing brand in the restaurants and catering industry. This contract position with potential for a permanent role is based in Coppell, Texas, and focuses on strengthening guest satisfaction, improving service recovery outcomes, and turning feedback into meaningful operational improvements. The ideal candidate will bring strong communication, vendor management, and analytical skills to help elevate the overall guest experience across the organization.<br><br>Responsibilities:<br>• Direct the company’s guest feedback and service recovery efforts, setting priorities that support satisfaction, loyalty, and business goals.<br>• Oversee the external guest support provider by monitoring performance, reinforcing quality expectations, and ensuring timely resolution of guest concerns.<br>• Act as the main point of contact between internal teams and the guest service partner, guiding escalations, sharing feedback, and driving ongoing service enhancements.<br>• Manage the full lifecycle of guest communications, including complaints, questions, compliments, and recovery actions, with thoughtful and brand-aligned responses.<br>• Review guest feedback data to uncover patterns, highlight recurring issues, and partner with operations and field leadership on corrective actions.<br>• Maintain the guest feedback system with accurate records, reliable reporting, and consistent data quality standards.<br>• Create and refine response guidelines, communication templates, and messaging approaches that support consistency and protect brand reputation.<br>• Present feedback insights and practical recommendations to leadership to improve service delivery and the overall guest experience.<br>• Foster a culture centered on the guest by encouraging accountability, responsiveness, and continuous improvement across teams.
  • 2026-10-21T00:00:00Z
Customer Service Manager
  • Franklin Park, NJ
  • onsite
  • Permanent / Full Time
  • 75000 - 950000 USD / Yearly
  • <p>benefits:</p><ul><li>401(k) </li><li>Vision Insurance</li><li>Dental Insurance</li><li>Health Insurance</li><li>Life Insurance</li><li>Paid Time Off </li></ul><p>Responsibilities</p><ul><li>Manage, coach, and develop a team of Customer Service Representatives.</li><li>Monitor team performance and establish service goals and KPIs.</li><li>Handle escalated customer inquiries and resolve complex issues.</li><li>Develop and implement customer service policies, procedures, and best practices.</li><li>Analyze customer feedback and identify opportunities for process improvements.</li><li>Partner with sales, operations, and other departments to ensure customer satisfaction.</li><li>Track and report on customer service metrics, trends, and team performance.</li></ul><p><br></p>
  • 2026-10-23T00:00:00Z
Customer Service & Order Processing Representative
  • Iselin, NJ
  • onsite
  • Temporary to Hire
  • 21.85 - 25.3 USD / Hourly
  • <p>We are looking for a detail-oriented Customer Service &amp; Order Processing Representative to support daily order management and customer coordination for a manufacturing organization in Iselin, New Jersey. This contract opportunity with potential for a permanent role is ideal for someone who thrives in a fast-paced operations environment and can balance customer communication, order accuracy, and shipment follow-through. The person in this role will work closely with sales, warehouse, and logistics partners to help ensure orders move efficiently from entry through delivery.</p><p><br></p><p>Responsibilities:</p><p>• Enter and maintain customer orders accurately in the company system, ensuring all details are complete and up to date.</p><p>• Arrange transportation and determine appropriate shipping methods to support timely order fulfillment.</p><p>• Partner with warehouse personnel and customers to coordinate shipment schedules, delivery updates, and order status communication.</p><p>• Investigate freight damage issues and submit claims documentation when products are affected during transit.</p><p>• Provide day-to-day support to the sales team and customers by answering questions, resolving order-related concerns, and following up on open items.</p><p>• Handle administrative support tasks that contribute to smooth office and operations workflow.</p><p>• Monitor multiple active orders at once while maintaining strong attention to detail and meeting deadlin</p>
  • 2026-10-22T00:00:00Z
Client Services Associate
  • Houston, TX
  • onsite
  • Permanent / Full Time
  • 85000 - 110000 USD / Yearly
  • <p>Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.</p><p>• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.</p><p>• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.</p><p>• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.</p><p>• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.</p><p>• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.</p><p>• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.</p>
  • 2026-10-02T00:00:00Z
Client Services Associate
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 75000 - 100000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
  • 2026-10-05T00:00:00Z
Client Services Coordinator
  • San Mateo, CA
  • onsite
  • Temporary / Contract
  • 27 - 29 USD / Hourly
  • <p>We are looking for a Client Services Coordinator to support individuals and families by connecting them with housing-focused services and community-based assistance in San Mateo, California. This Long-term Contract position is well suited for someone who can balance compassionate client support with strong organization and follow-through in a fast-paced environment. The person in this role will help clients navigate available resources, coordinate service plans, and contribute to stable housing outcomes through responsive and attentive service delivery. This role will require some travel throughout San Mateo County (mileage can be expensed). Apply today to be considered!</p><p><br></p><p>Responsibilities:</p><p>• Meet with clients to complete intake conversations, screenings, and initial evaluations in order to understand immediate barriers and identify practical housing options.</p><p>• Provide timely support during urgent situations, help clients create individualized stability plans, and guide efforts aimed at reducing the risk of homelessness.</p><p>• Link individuals and families to rental help, utility assistance, public benefits, and other local programs that address essential needs.</p><p>• Research housing availability, engage with property owners and managers, and assist clients throughout the process of securing appropriate housing placements.</p><p>• Represent client needs through referrals, partner coordination, and problem-solving with service agencies, landlords, and community organizations.</p><p>• Prepare and maintain thorough case documentation, ensure records are current, and protect sensitive information in accordance with privacy expectations.</p><p>• Enter service data accurately, monitor client progress, and support reporting activities that measure outcomes and overall program performance.</p><p>• Work closely with colleagues and external partners to improve service coordination and strengthen results for clients receiving support.</p><p>• Carry out daily responsibilities in alignment with organizational standards and all applicable local, state, and federal requirements.</p>
  • 2026-10-23T00:00:00Z
Client Relationship Specialist
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 85000 - 90000 USD / Yearly
  • <p><em>The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p> </p><p>You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>
  • 2026-10-20T00:00:00Z
Medical Customer Service Representative
  • Ithaca, NY
  • onsite
  • Temporary / Contract
  • 19 - 20 USD / Hourly
  • <p>We are seeking a friendly, professional, and patient-focused Medical Customer Service Representative to join our an established healthcare practice in Ithaca, NY. In this role, you will serve as the primary point of contact for patients, providing exceptional customer service while assisting with scheduling, insurance verification, appointment coordination, and general administrative support. The ideal candidate is organized, detail-oriented, and able to thrive in a fast-paced healthcare environment.</p><p><br></p><p>Answer incoming calls and respond to patient inquiries in a professional and timely manner.</p><p>Schedule, reschedule, and confirm patient appointments.</p><p>Verify patient demographic and insurance information.</p><p>Assist patients with questions regarding services, billing, and office policies.</p><p>Maintain accurate patient records and documentation within electronic health record (EHR) systems.</p><p>Coordinate with providers, clinical staff, and insurance companies to ensure seamless patient care.</p><p>Process referrals, authorizations, and medical record requests as needed.</p><p>Handle sensitive and confidential information in compliance with HIPAA regulations.</p><p>Resolve patient concerns and escalate issues when appropriate.</p><p>Perform additional administrative and customer service duties as assigned.</p>
  • 2026-10-22T00:00:00Z
Medical Customer Service Representative
  • Cortland, NY
  • onsite
  • Temporary / Contract
  • 19 - 20 USD / Hourly
  • <p>We are seeking a friendly, professional, and patient-focused Medical Customer Service Representative to join our an established healthcare practice in Cortland, NY. In this role, you will serve as the primary point of contact for patients, providing exceptional customer service while assisting with scheduling, insurance verification, appointment coordination, and general administrative support. The ideal candidate is organized, detail-oriented, and able to thrive in a fast-paced healthcare environment.</p><p><br></p><p>Answer incoming calls and respond to patient inquiries in a professional and timely manner.</p><p>Schedule, reschedule, and confirm patient appointments.</p><p>Verify patient demographic and insurance information.</p><p>Assist patients with questions regarding services, billing, and office policies.</p><p>Maintain accurate patient records and documentation within electronic health record (EHR) systems.</p><p>Coordinate with providers, clinical staff, and insurance companies to ensure seamless patient care.</p><p>Process referrals, authorizations, and medical record requests as needed.</p><p>Handle sensitive and confidential information in compliance with HIPAA regulations.</p><p>Resolve patient concerns and escalate issues when appropriate.</p><p>Perform additional administrative and customer service duties as assigned.</p>
  • 2026-10-22T00:00:00Z
Medical Customer Service Representative
  • Vestal, NY
  • onsite
  • Temporary / Contract
  • 19 - 20 USD / Hourly
  • <p>We are seeking a friendly, professional, and patient-focused Medical Customer Service Representative to join our an established healthcare practice in Vestal, NY. In this role, you will serve as the primary point of contact for patients, providing exceptional customer service while assisting with scheduling, insurance verification, appointment coordination, and general administrative support. The ideal candidate is organized, detail-oriented, and able to thrive in a fast-paced healthcare environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Answer incoming calls and respond to patient inquiries in a professional and timely manner.</li><li>Schedule, reschedule, and confirm patient appointments.</li><li>Verify patient demographic and insurance information.</li><li>Assist patients with questions regarding services, billing, and office policies.</li><li>Maintain accurate patient records and documentation within electronic health record (EHR) systems.</li><li>Coordinate with providers, clinical staff, and insurance companies to ensure seamless patient care.</li><li>Process referrals, authorizations, and medical record requests as needed.</li><li>Handle sensitive and confidential information in compliance with HIPAA regulations.</li><li>Resolve patient concerns and escalate issues when appropriate.</li><li>Perform additional administrative and customer service duties as assigned.</li></ul><p><br></p>
  • 2026-10-22T00:00:00Z
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