260 Results for Client Services Associate Jobs

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Client Services Associate

Roanoke, Virginia
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a Client Services Associate to support a high-quality client experience. This role focuses on coordinating onboarding activities, maintaining accurate client information, and helping the team stay organized and responsive. The ideal candidate brings strong financial planning knowledge or exposure to that environment, excellent relationship management skills, and the ability to handle administrative work with precision. Responsibilities:• Guide new clients through onboarding steps, ensuring documentation is complete and expectations are clearly communicated.• Keep client files, account details, and related records accurate, current, and well organized.• Assist with compliance-related tasks by monitoring documentation requirements and supporting adherence to internal standards.• Prepare meeting packets, reports, and supporting materials for upcoming client appointments.• Serve as a dependable point of contact for client service requests, follow-ups, and routine account-related questions.• Identify workflow gaps and recommend practical improvements that enhance service quality and team efficiency.
2026-08-29T00:00:00Z

Client Services Associate

Portage, Michigan
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for a detail-oriented Client Services Associate to support a high-quality client experience in Portage, Michigan. This position works closely with internal partners to coordinate meeting preparation, manage account-related activities, and help keep client information accurate and current. The ideal candidate brings financial services experience, strong organizational ability, and a careful approach to handling sensitive information. Responsibilities: • Partner with advisors and investment professionals to organize materials, recommendations, and supporting documents in advance of client appointments. • Participate in client meetings as needed and carry out next steps promptly to ensure timely follow-through. • Guide new clients through the onboarding process by gathering required details and completing account-opening documentation. • Update and maintain client records within company systems, with a strong focus on precision and data integrity. • Process service requests such as beneficiary revisions, address updates, required minimum distributions, transfers, and movement of funds accurately and on schedule. • Carry out trade-related activities based on direction from the investment team while following established procedures. • Work with custodians, mutual fund companies, and other financial institutions to complete transactions and help resolve account issues. • Enter client information into financial planning tools and support analysis and presentation preparation for client-facing discussions. • Protect confidential client data and perform all work in accordance with regulatory and compliance standards.
2026-09-22T00:00:00Z

Client Services Associate

Alamo, California
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. 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. Responsibilities<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 Charles Schwab 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>
2026-09-04T00:00:00Z

Client Service Associate

San Mateo, California
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, 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 client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z

Client Service Associate

Walnut Creek, California
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Our client, a highly respected independent wealth management firm, is seeking a Client Service Associate to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice. As a Client Service Associate, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment. Key Responsibilities<ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-29T00:00:00Z

Client Experience Associate

Perrysburg, Ohio
onsite
Temporary / Contract
19 - 20 USD / Hourly
We are looking for an experienced and dependable Receptionist to support daily front desk operations for a financial services organization in Perrysburg, Ohio. This Contract position is ideal for someone who creates a welcoming first impression, manages incoming communication efficiently, and keeps administrative tasks organized in a detail-oriented office setting. The person in this role will help ensure visitors, clients, and internal team members receive timely and courteous assistance throughout the workday.
2026-09-24T00:00:00Z

Client Service Coordinator - Associate

Osterville, Massachusetts
onsite
Temporary / Contract
22 - 22 USD / Hourly
Client Service Coordinator - AssociateLocation: Osterville, MA 02655Assignment Type: TemporaryAssignment Length: 12 weeksSchedule: 30 hours per weekTentative Pay Rate: $22.00 per hourPosition OverviewWe are seeking a Client Service Coordinator - Associate to provide front desk, administrative, and operational support within a branch office. This position will support daily office functions, advisors, branch meetings and events, and ongoing operational projects.Key Responsibilities<ul><li>Cover incoming phone calls and front desk operations.</li><li>Handle incoming and outgoing mail and maintain the branch check log.</li><li>Order office supplies and stationery.</li><li>Assist with licensing-related administrative tasks and expense reports.</li><li>Provide basic administrative support to advisors as needed.</li><li>Support the Interim Operations Leader with branch event planning and execution.</li><li>Contribute to OAR-related projects and initiatives.</li><li>Coordinate branch meetings, including confirming wholesalers, ordering lunch, and tracking attendance.</li><li>Assist with advertising-related administrative activities.</li><li>Coordinate and distribute invitations for regional webinars to the branch.</li><li>Provide additional branch operational and administrative support as needed.</li></ul>
2026-09-29T00:00:00Z

Client Services Specialist

Reno, Nevada
onsite
Temporary to Hire
25 - 32 USD / Hourly
We are looking for a Client Services Specialist to join a financial services team in Reno, Nevada. This position blends client-facing administrative support with behind-the-scenes planning coordination, making it ideal for someone who is organized, thorough, and comfortable managing multiple priorities. The role will support advisors through account administration, meeting coordination, client communication, and financial planning preparation while helping deliver a strong client experience in a collaborative team setting. Responsibilities: • Coordinate client appointments, manage calendars, and prepare materials needed for advisor meetings. • Support the development of financial planning documents by organizing client information and assisting with retirement and planning projections. • Review and interpret client financial details to help advisors prepare informed planning recommendations. • Assist with account setup, maintenance activities, and onboarding tasks while ensuring required forms are completed accurately. • Process service requests such as asset transfers, distributions, and other account-related documentation in a timely manner. • Respond to client inquiries by phone and email, providing clear updates and addressing routine service needs. • Examine insurance, tax, and estate-related documents to help organize planning files for advisor review. • Conduct investment and portfolio-related research to support internal planning discussions and follow up on next steps after client meetings.
2026-09-24T00:00:00Z

Senior Client Service Associate

San Francisco, California
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-09-11T00:00:00Z

Client Services Representative

Newtown, Pennsylvania
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a Client Services Representative to support a fast-paced public accounting environment. This role serves as a key point of contact for clients, helping ensure information is gathered accurately, timelines are met, and service remains consistent and dependable throughout the engagement lifecycle. The ideal candidate brings prior experience within an accounting firm and can confidently manage administrative, document, and client-facing tasks with a high degree of discretion. Responsibilities: • Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions. • Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use. • Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule. • Draft engagement letters, written client communications, and other administrative materials needed to support daily operations. • Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs. • Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems. • Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks. • Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines. • Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
2026-09-25T00:00:00Z

Client Services Coordinator

New Palestine, Indiana
onsite
Temporary / Contract
30 - 35 USD / Hourly
Robert Half is seeking a detail-oriented and customer-focused Account Manager for a contract opportunity with a growing organization. In this role, you will serve as a primary point of contact for customers, ensuring their compactor service needs are addressed promptly and professionally. The ideal candidate will excel at relationship management, service coordination, problem-solving, and delivering an exceptional customer experience. This position is well-suited for someone who enjoys working in a fast-paced environment, collaborating with field service technicians, and helping customers resolve issues efficiently. Key Responsibilities<ul><li>Respond promptly to customer inquiries via phone, email, and other communication channels regarding compactor services.</li><li>Schedule and coordinate service appointments, maintenance requests, and technician dispatches.</li><li>Assist customers with troubleshooting service-related concerns and facilitate timely resolutions.</li><li>Maintain accurate records of customer interactions, service requests, and follow-up activities within company databases and tracking systems.</li><li>Partner closely with service technicians and internal teams to ensure customer issues are resolved effectively and professionally.</li><li>Educate customers on proper equipment usage and preventative maintenance best practices.</li><li>Conduct follow-up communications to ensure customer satisfaction and address ongoing concerns.</li><li>Identify opportunities to improve service processes and enhance the overall customer experience.</li><li>Update and maintain customer contact resources, including the "Who-To-Call" list.</li><li>Track and update repair history logs and service documentation.</li><li>Assist with service line coverage, including occasional after-hours and weekend support responsibilities as needed.</li></ul>
2026-09-25T00:00:00Z

Client Services Coordinator

Los Angeles, California
onsite
Temporary / Contract
27 - 30 USD / Hourly
Our client, a distinguished provider of high-end, personalized funeral and memorial services, is seeking a polished, compassionate, and service-oriented Client Service Specialist to join their team in the 90045 area.This individual will serve as the first point of contact for clients and families, providing an exceptional, personalized experience during sensitive and emotional times. The ideal candidate will bring the professionalism and presentation of a luxury retail or hospitality environment, combined with genuine empathy, excellent communication skills, and the ability to guide clients through funeral and memorial service arrangements with care and discretion.We are seeking someone who is articulate, emotionally intelligent, organized, and naturally attentive to client needs.Key Responsibilities<ul><li>Serve as the primary point of contact for clients and families, delivering a warm, professional, and personalized service experience.</li><li>Assist clients with funeral, memorial, and mortuary service arrangements, explaining available options, services, and next steps with compassion and clarity.</li><li>Communicate professionally and effectively in person, over the phone, and through email, ensuring clients feel supported and informed throughout the process.</li><li>Provide a high level of customer care while handling sensitive conversations with empathy, patience, and discretion.</li><li>Coordinate appointments, service details, client inquiries, documentation, and follow-up communications.</li><li>Maintain accurate client records and ensure all arrangements and requests are handled with attention to detail.</li><li>Anticipate client needs and provide thoughtful solutions while maintaining the elevated service standards of a luxury environment.</li><li>Collaborate with internal teams and service providers to ensure a seamless and respectful client experience.</li><li>Maintain a polished, welcoming, and professional presence at all times.</li></ul>
2026-09-25T00:00:00Z

Client Account Operations Associate

Plano, Texas
onsite
Temporary / Contract
21.97 - 21.97 USD / Hourly
We are seeking a detail-oriented Client Account Operations Associate to support a fast-paced financial services team. This role focuses on reviewing client accounts, analyzing account information, researching details, and coordinating with internal partners to ensure requests are handled accurately and on time. This is a great opportunity for someone with financial services, client account, or operations experience. Recent graduates are also encouraged to apply. Schedule & Environment<ul><li>Monday-Friday, 8:00 AM-4:30 PM</li><li>5 days onsite in Plano, TX</li><li>Overtime may be available or required based on business volume, with higher-volume periods during the summer</li></ul>Responsibilities<ul><li>Review and analyze client accounts, statements, and account data</li><li>Research account details and determine appropriate next steps</li><li>Manage account-related requests from start to finish</li><li>Communicate with internal stakeholders to resolve questions and remove blockers</li><li>Track pending requests and ensure timely completion</li><li>Prepare status updates, reports, metrics, and presentations</li><li>Identify discrepancies, risks, and opportunities to improve processes</li><li>Maintain accurate documentation and procedures</li><li>Manage multiple priorities in a high-volume, deadline-driven environment</li></ul>
2026-09-18T00:00:00Z

Client Service Associate - Wealth Management Firm

San Mateo, California
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, 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 client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z

Client Services Manager

Walnut Creek, California
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
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. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Customer Success Associate

Los Angeles, California
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Customer Success Associate Company OverviewA software company based in Los Angeles, California is building enterprise solutions that help organizations integrate AI-powered agents into everyday business workflows. The company develops technology that connects AI with existing business systems to automate work, surface insights, and improve operational efficiency. This is an opportunity to join an emerging technology organization and work closely with customers adopting next-generation AI capabilities. Role SummaryThe Customer Success Associate will help customers successfully onboard, adopt, and realize value from an enterprise AI platform. This role will serve as a primary day-to-day contact for a portfolio of customers while partnering closely with Product and Engineering teams to address technical questions, capture feedback, and improve the customer experience. The ideal candidate combines strong relationship management skills with technical curiosity and a practical understanding of how AI and automation can improve business workflows. Key Responsibilities<ul><li>Manage day-to-day relationships with a portfolio of customer accounts, providing responsive and consultative support.</li><li>Guide customers through onboarding, platform adoption, business system integrations, and identification of high-value AI workflows.</li><li>Help customers understand the capabilities and limitations of AI-powered workflows and establish realistic expectations for successful adoption.</li><li>Monitor customer health, usage, and engagement to proactively identify adoption risks, unresolved issues, and expansion opportunities.</li><li>Translate customer questions, product feedback, and technical issues into clear requirements for Product and Engineering teams.</li><li>Document and track customer requests, feature ideas, technical issues, and commitments using CRM and project management systems.</li><li>Analyze feedback related to AI-generated outputs and workflows to help technical teams identify opportunities for product improvement.</li><li>Prepare and deliver customer check-ins, status updates, and business reviews using account, product usage, and support data.</li><li>Leverage AI tools and automation to improve customer success processes while maintaining accountability for the accuracy and quality of customer-facing work.</li><li>Help develop scalable customer success playbooks, templates, processes, and automated workflows as the organization grows.</li></ul>Additional Details<ul><li>Fully onsite 5 days a week</li><li>Work closely with Customer Success, Product, and Engineering teams</li><li>High-growth environment requiring autonomy, adaptability, discretion, and strong ownership</li><li>Opportunity to work hands-on with AI-powered workflows and help shape how customers adopt emerging technology</li></ul>
2026-09-24T00:00:00Z

Office Services Associate

Denver, Colorado
onsite
Temporary / Contract
21.85 - 23 USD / Hourly
We are looking for an Office Services Associate to support daily administrative operations for a client site. This is a Contract position focused on delivering reliable copy, scanning, mail, and front-office support in a fast-paced setting. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage multiple priorities while handling confidential materials with care. Responsibilities: • Maintain accurate service logs and confirm all work requests are complete before starting assigned tasks. • Provide day-to-day support across document production, mail handling, intake activities, and digital file processing in accordance with established procedures. • Organize and sequence incoming assignments to ensure deadlines are met and completed materials are delivered on time. • Communicate proactively with clients and leadership regarding project status, turnaround expectations, or issues that may affect delivery. • Perform basic troubleshooting on office equipment and replenish paper, toner, and other production supplies as needed. • Review completed work for accuracy and quality, including self-checking output and assisting with quality review for team deliverables when needed. • Prioritize a high-volume workload while adapting to changing demands in a busy office environment. • Support additional on-site services such as reception, hospitality, or audio/visual assistance when business needs require. • Handle physical document movement and mailroom tasks, including regularly lifting materials weighing up to 50 pounds. • Follow all workplace policies and site-specific procedures while safeguarding sensitive and confidential information.
2026-09-24T00:00:00Z

Office Services Associate

Dallas, Texas
onsite
Temporary / Contract
17.1 - 18 USD / Hourly
We are looking for an Office Services Associate to provide dependable operational support across a busy office in Texas. This Contract position is ideal for someone who enjoys a varied workday and can deliver high-quality service across document production, mail handling, meeting support, and front-of-house office functions. The successful candidate will bring strong attention to detail, sound judgment, and a customer-focused approach while helping maintain efficient day-to-day workplace operations. Responsibilities: • Produce, scan, copy, bind, print, and distribute business documents with a high degree of accuracy while safeguarding confidential information. • Support meeting and event readiness by arranging conference rooms, preparing audio/visual equipment, coordinating furniture setups, and organizing catering and kitchen areas. • Monitor incoming service requests through tracking tools to help ensure assignments are completed accurately and within expected timeframes. • Manage daily office services priorities by organizing workload, adjusting to changing business demands, and keeping leadership informed of operational issues. • Perform basic troubleshooting on office and production equipment, inspect completed work for quality, and escalate unresolved problems when needed. • Maintain stocked supplies for copiers, printers, mail, and hospitality areas to promote smooth and uninterrupted office operations. • Assist with mailroom and related support tasks as needed, contributing to efficient distribution and handling of internal office materials. • Deliver responsive customer service to employees, clients, and visitors while supporting a well-organized workplace environment.
2026-09-28T00:00:00Z

Office Services Associate

Houston, Texas
onsite
Temporary / Contract
17.1 - 18 USD / Hourly
We are looking for a versatile Office Services Associate to support daily operations in a large corporate office in Houston, Texas. This Long-term Contract position is ideal for someone who enjoys hands-on work, delivers excellent service, and can shift smoothly between mail, copy, shipping, and general office support tasks. The role works across multiple service areas, helping employees and visitors while keeping essential workplace services running efficiently. Responsibilities: • Provide day-to-day support across mail distribution, copy and document handling, shipping and receiving, and general office services. • Rotate between service functions as needed, serving as a flexible team resource in a busy multi-floor office environment. • Assist with conference room readiness and related office support to help meetings and workplace operations run smoothly. • Welcome and guide visitors, couriers, and delivery personnel through the building when access assistance is required. • Perform scheduled pickups and drop-offs, including mail runs and coordination of incoming and outgoing packages. • Support workspace changes by helping move chairs, cabinets, and other office furnishings using carts or dollies when appropriate. • Contribute to office relocations and seating reconfigurations while following safety guidelines and partnering with team members for heavier items. • Walk throughout the office regularly to respond to service requests and provide timely assistance to employees across several floors.
2026-09-14T00:00:00Z

Office Services Associate

New York, New York
onsite
Temporary / Contract
20.6625 - 21.75 USD / Hourly
We are looking for an Office Services Associate/Reprographics Associate to support daily document production and workplace operations. This is a long-term contract position with the potential for continued opportunity, ideal for someone who enjoys balancing print production, internal deliveries, and responsive office support. The person in this role will serve as a key resource for reprographics while also assisting with mail, hospitality, and facilities-related needs in a fast-paced, detail-focused setting. Responsibilities:• Manage incoming copy, print, scanning, and document reproduction requests while maintaining accuracy, quality, and timely completion.• Provide day-to-day mailroom assistance, including sorting, distributing, and handling internal office correspondence and packages.• Perform deliveries throughout the office to ensure documents, materials, and service items reach the appropriate teams promptly.• Support meeting and workplace service needs by assisting hospitality and facilities functions when coverage or demand requires additional help.• Serve as a dependable office services team member who can shift between assignments based on daily business priorities.• Maintain an organized reprographics area and follow established service standards for high-volume document handling.• Communicate effectively with employees and visitors, delivering strong customer service across multiple office support functions.• Learn core service processes during the initial training period and progressively take ownership of routine requests with minimal supervision.
2026-09-22T00:00:00Z

Office Services Associate

San Francisco, California
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a dependable Office Services Associate to support daily workplace operations. This is a Contract position suited for someone who enjoys creating a welcoming office experience, assisting with meeting support, and handling administrative service tasks with care. The ideal candidate brings strong customer service instincts and confidence working with confidential materials in a busy corporate setting. Responsibilities: • Oversee the appearance and readiness of shared office areas, including conference rooms, offices, and common spaces throughout the day. • Monitor inventory levels and restock workplace supplies to help teams and visitors have what they need. • Prepare meeting spaces in advance, provide hospitality-related support during events when needed, and restore rooms afterward. • Assist with mailroom and service center duties during slower periods, including document handling and related operational tasks. • Manage sensitive documents and information with a high level of discretion and attention to security. • Coordinate with onsite leadership and client contacts to communicate updates, priorities, and any timing concerns related to assigned work. • Support front-office and administrative service needs as requested, contributing to a smooth and efficient workplace environment. • Take on additional office services assignments as business needs change. • Perform document scanning and other clerical support activities accurately and efficiently. • Provide courteous day-to-day assistance to employees and guests, ensuring a strong customer service experience.
2026-09-02T00:00:00Z

Office Services Associate

Newport Beach, California
onsite
Temporary / Contract
22 - 25 USD / Hourly
We are looking for a detail-oriented Office Services Associate to support daily administrative and operational service needs for a client site in Newport Beach, California. This is a Contract position that focuses on document production, mail handling, scanning, and front-end office support within a detail-oriented, fast-moving environment. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage multiple priorities while maintaining accuracy and confidentiality. Responsibilities: • Manage incoming office service requests by reviewing logs and confirming all job instructions are complete before starting assignments. • Handle day-to-day reprographics, scanning, mailroom, and intake activities across both physical and digital workflows. • Sequence and process work according to turnaround expectations, ensuring completed materials are delivered accurately and on time. • Communicate proactively with clients and leadership regarding deadlines, request updates, and any issues that could affect service delivery. • Perform basic troubleshooting on copiers, scanners, and related office equipment, escalating more complex problems when needed. • Monitor quality by checking completed work for accuracy and consistency, including reviewing output produced by team members when required. • Replenish paper, toner, and other production supplies while using materials carefully and efficiently. • Support additional workplace service functions such as hospitality, reception, or audio/visual assistance based on site needs. • Maintain compliance with company and client workplace policies, including confidentiality, appropriate conduct, and safety expectations.
2026-09-22T00:00:00Z

Client Relationship Specialist

Chicago, Illinois
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
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] 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. Job Description: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. Responsibilities:<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>
2026-09-17T00:00:00Z

Client Relationship Associate - Wealth Management

New York, New York
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office. Responsibilities:<ul><li>Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication</li><li>Continually develop and strengthen relationships with clients</li><li>Provide timely and accurate responses to operational and administrative client inquiries</li><li>Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts</li><li>Manage all communication between clients and the firm’s custodians</li><li>Prepare for and complete special projects throughout the year</li><li>Consistently identify opportunities the company to improve its client service and/or operations capabilities</li></ul>
2026-08-28T00:00:00Z

Customer Service Coordinator

Oceanside, California
onsite
Temporary / Contract
21 - 23 USD / Hourly
A busy construction company is adding a Customer Service Coordinator to its team. This position is perfect for someone who enjoys being the person customers can rely on to get answers, coordinate next steps, and keep projects moving. You’ll work closely with customers, project managers, field teams, vendors, and office staff. No two days will look exactly the same — you may be answering homeowner questions in the morning, coordinating a service appointment midday, and following up with a project manager on an outstanding issue in the afternoon.Responsibilities:<ul><li>Serve as a day-to-day contact for customers throughout the project or service process</li><li>Respond to customer questions by phone and email</li><li>Schedule appointments, inspections, deliveries, and service visits</li><li>Coordinate customer requests with project managers and field personnel</li><li>Provide updates regarding project timelines and scheduled work</li><li>Document customer interactions and requests in company systems</li><li>Track open customer issues through resolution</li><li>Follow up with internal teams when information or action is outstanding</li><li>Assist with change requests, service requests, and warranty-related inquiries</li><li>Maintain accurate customer and project records</li><li>Prepare customer correspondence and basic documentation</li><li>Help resolve scheduling conflicts and service issues</li><li>Escalate more complex concerns to appropriate management</li><li>Provide general administrative support to the project team</li></ul>
2026-09-21T00:00:00Z

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