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323 results for Client Services Coordinator jobs

Client Services Coordinator
  • New Palestine, Indiana
  • onsite
  • Temporary / Contract
  • 30 - 35 USD / Hourly
  • <p>Robert Half is seeking a detail-oriented and customer-focused <strong>Account Manager </strong>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.</p><p><br></p><p>Key Responsibilities</p><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 &quot;Who-To-Call&quot; 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><p><br></p><p><br></p>
  • 2026-09-25T00:00:00Z
Client Services Coordinator
  • San Mateo, California
  • 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-related services and community-based assistance in San Mateo, California. This is a Contract position suited for someone who can balance client support, administrative coordination, and timely documentation in a service-focused environment. The person in this role will help guide clients through available resources, respond to urgent needs with professionalism, and work closely with partners to promote housing stability and positive outcomes. This is a great opportunity to give back to the community! The duration of project is about 3 months and requires onsite work in San Mateo. Hours are 8:30am - 5:00pm Monday to Friday.</p><p><br></p><p>Responsibilities:</p><p>• Welcome clients through intake, screening, and needs assessment activities to identify immediate concerns and potential housing alternatives.</p><p>• Provide responsive support during urgent situations, create practical service plans, and help clients take steps toward stable housing.</p><p>• Link individuals with rental support, utility assistance, public benefits, and local programs that address housing and basic needs.</p><p>• Build relationships with property contacts and community providers to expand housing options and assist with placement efforts.</p><p>• Represent client needs through referrals, coordination, and problem-solving with external agencies and service partners.</p><p>• Maintain organized case files, complete required records, and protect sensitive information in accordance with confidentiality standards.</p><p>• Enter program data accurately, monitor client progress, and contribute information used for reports and service evaluation.</p><p>• Partner with colleagues and community organizations to improve coordination of care and strengthen overall client support.</p><p>• Carry out daily work in alignment with agency expectations and applicable local, state, and federal guidelines.</p>
  • 2026-10-02T00:00:00Z
Client Services Coordinator
  • Los Angeles, California
  • onsite
  • Temporary / Contract
  • 27 - 30 USD / Hourly
  • <p>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.</p><p>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.</p><p>We are seeking someone who is articulate, emotionally intelligent, organized, and naturally attentive to client needs.</p><p><strong>Key Responsibilities</strong></p><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><p><strong> </strong></p>
  • 2026-09-25T00:00:00Z
Customer Service Coordinator
  • Redondo Beach, California
  • onsite
  • Temporary to Hire
  • 20 - 22 USD / Hourly
  • We are looking for a Customer Service Coordinator to support corporate relocation services for clients in Redondo Beach, California. This contract opportunity with potential for a permanent position is ideal for someone who enjoys helping people during important life transitions while coordinating service providers, schedules, and communication with accuracy and care. In this role, you will guide relocating employees through service arrangements such as unpacking, organizing, donation, and removal support while working closely with corporate partners and moving-related contacts. The selected candidate will complete up to eight weeks of paid training to build knowledge of the company’s services, customers, systems, and national service network before fully stepping into the position.<br><br>Responsibilities:<br>• Coordinate relocation-related services by matching each customer with appropriate field professionals or service partners based on the scope and timing of the assignment.<br>• Communicate directly with transferees to confirm needs, explain service options, and keep them informed throughout each stage of the move process.<br>• Adjust appointments and service plans as changes arise, ensuring all parties remain aligned on updated schedules and job details.<br>• Maintain regular contact with relocation management and moving company partners to exchange accurate information and provide timely progress updates.<br>• Review vendor charges for completeness and accuracy, then assemble supporting documentation for billing submission.<br>• Address service concerns quickly and professionally, partnering with leadership when needed to resolve issues effectively.<br>• Document customer interactions, scheduling details, and service outcomes with a high level of accuracy in company systems.<br>• Evaluate completed assignments and record feedback on service providers to support ongoing quality standards.<br>• Provide additional operational support as needed to help maintain service quality and customer satisfaction.
  • 2026-10-01T00:00:00Z
Customer Service Coordinator
  • Oceanside, California
  • onsite
  • Temporary / Contract
  • 21 - 23 USD / Hourly
  • <p>A busy construction company is adding a <strong>Customer Service Coordinator</strong> 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.</p><p><strong>Responsibilities:</strong></p><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
Customer Service Coordinator
  • Woodbridge, New Jersey
  • onsite
  • Temporary / Contract
  • 23.75 - 27.5 USD / Hourly
  • <p>We are looking for a Customer Service Coordinator to support customer order management and communication for a manufacturing operation. This Long-term Contract position is ideal for someone who can balance responsive service with careful order handling, shipping coordination, and issue resolution. The person in this role will work closely with customers, internal teams, and distribution partners to keep orders accurate, on schedule, and aligned with customer expectations.</p><p><br></p><p>Responsibilities:</p><p>• Review incoming orders, confirm receipt, and share initial timing details related to product availability and expected shipment schedules.</p><p>• Check order details for completeness and pricing accuracy, making updates when needed to ensure clean processing.</p><p>• Partner with customers and the credit team to address order-related concerns, resolve account issues, and adjust transactions appropriately.</p><p>• Respond to customer questions about product availability, order specifications, shipment details, and supporting documentation.</p><p>• Recommend suitable shipping methods based on customer needs, delivery expectations, and order requirements.</p><p>• Release finalized orders to warehouse teams with clear fulfillment instructions, routing guidance, and ready-to-ship timelines.</p><p>• Monitor outbound shipments by coordinating with freight carriers to confirm timely departures and resolve transportation delays.</p><p>• Provide customers with current product information, including pricing updates, catalogs, promotional materials, and sales support resources.</p><p>• Maintain organized customer and order records while supporting problem resolution for retailers or end consumers in a thorough manner.</p>
  • 2026-10-02T00:00:00Z
Patient Services Coordinator
  • Poland, Ohio
  • onsite
  • Temporary / Contract
  • 16.625 - 19.25 USD / Hourly
  • We are looking for a Patient Services Coordinator to support a busy medical office in Poland, Ohio. This Long-term Contract opportunity is ideal for someone who enjoys balancing patient communication, scheduling, and billing-related tasks in a healthcare setting. The person in this role will help keep daily operations organized while ensuring patient information and financial records are handled accurately.<br><br>Responsibilities:<br>• Coordinate patient appointment calendars and keep the daily schedule current and well organized.<br>• Conduct intake calls to collect essential patient details and prepare records for upcoming visits.<br>• Generate patient billing statements and distribute them in a timely manner.<br>• Confirm insurance coverage, review benefits information, and update account data as needed.<br>• Record payments with accuracy and maintain orderly documentation for billing activities.<br>• Provide day-to-day administrative assistance to support efficient front-office operations.
  • 2026-09-28T00:00:00Z
Client Service Coordinator - Associate
  • Osterville, Massachusetts
  • onsite
  • Temporary / Contract
  • 22 - 22 USD / Hourly
  • <p>Client Service Coordinator - Associate</p><p><strong>Location:</strong> Osterville, MA 02655</p><p><strong>Assignment Type:</strong> Temporary</p><p><strong>Assignment Length:</strong> 12 weeks</p><p><strong>Schedule:</strong> 30 hours per week</p><p><strong>Tentative Pay Rate:</strong> $22.00 per hour</p><p>Position Overview</p><p>We are seeking a <strong>Client Service Coordinator - Associate</strong> 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.</p><p>Key Responsibilities</p><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 Manager
  • Walnut Creek, California
  • 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>
  • 2026-09-03T00:00:00Z
Client Services Representative
  • Appleton, Wisconsin
  • onsite
  • Permanent / Full Time
  • 38000 - 54000 USD / Yearly
  • <p>We are looking for a Client Services Representative to support daily office operations and deliver attentive service to clients in Wisconsin. This position blends front-desk coordination, administrative support, and account-related assistance in a detail-focused financial services environment. The ideal candidate is organized, detail-focused, and comfortable managing both client-facing interactions and behind-the-scenes documentation with accuracy and care.</p><p><br></p><p>Responsibilities:</p><p>• Welcome clients and guests warmly while creating a welcoming and detail-focused front-office experience.</p><p>• Manage inbound and outbound mail by receiving, organizing, and distributing items in a timely manner.</p><p>• Track office supply levels, replenish inventory, and coordinate orders to keep the workplace running efficiently.</p><p>• Digitize records, organize documentation, and maintain accurate physical and electronic filing systems.</p><p>• Update and maintain client information within the CRM system to support reliable recordkeeping and communication.</p><p>• Proofread letters, forms, and other written materials to ensure accuracy and readability.</p><p>• Support special assignments and provide general administrative assistance across the office as business needs arise.</p><p>• Prepare and submit documentation for both new and existing accounts and coordinate follow-up activities as needed.</p><p>• Assist with client account servicing by working with external partners, handling check processing, monitoring fund movements, and assembling meeting materials for upcoming client appointments.</p>
  • 2026-10-02T00:00:00Z
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.<br><br>Responsibilities:<br>• Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions.<br>• Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use.<br>• Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule.<br>• Draft engagement letters, written client communications, and other administrative materials needed to support daily operations.<br>• Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs.<br>• Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems.<br>• Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks.<br>• Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines.<br>• Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
  • 2026-09-25T00:00:00Z
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.<br><br>Responsibilities:<br>• Partner with advisors and investment professionals to organize materials, recommendations, and supporting documents in advance of client appointments.<br>• Participate in client meetings as needed and carry out next steps promptly to ensure timely follow-through.<br>• Guide new clients through the onboarding process by gathering required details and completing account-opening documentation.<br>• Update and maintain client records within company systems, with a strong focus on precision and data integrity.<br>• Process service requests such as beneficiary revisions, address updates, required minimum distributions, transfers, and movement of funds accurately and on schedule.<br>• Carry out trade-related activities based on direction from the investment team while following established procedures.<br>• Work with custodians, mutual fund companies, and other financial institutions to complete transactions and help resolve account issues.<br>• Enter client information into financial planning tools and support analysis and presentation preparation for client-facing discussions.<br>• 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
  • <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>
  • 2026-09-04T00:00:00Z
Customer Operations Coordinator
  • Holland, Michigan
  • onsite
  • Permanent / Full Time
  • 50000 - 55000 USD / Yearly
  • We are looking for a Customer Operations Coordinator to support daily sales and service activities while helping maintain a smooth experience for customers and internal teams in Holland, Michigan. This role focuses on handling order-related tasks, responding to customer needs, and keeping information accurate across operational processes. The ideal candidate brings strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.<br><br>Responsibilities:<br>• Process customer orders accurately and ensure all relevant details are entered and updated in a timely manner.<br>• Serve as a key point of contact for customer inquiries, providing responsive support and clear follow-up on order status, product information, and service needs.<br>• Coordinate with sales, operations, and other internal departments to resolve issues and keep customer requests moving forward efficiently.<br>• Review documentation and transaction records to confirm completeness, accuracy, and alignment with company procedures.<br>• Track open orders and related activities, escalating concerns when timelines, inventory, or customer expectations may be affected.<br>• Prepare routine reports, summaries, and administrative materials that help support sales activity and operational planning.<br>• Maintain organized records and contribute to process improvements that enhance service quality and day-to-day workflow efficiency.
  • 2026-09-15T00:00:00Z
Client Services Specialist
  • Reno, Nevada
  • onsite
  • Temporary to Hire
  • 25 - 32 USD / Hourly
  • <p>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. </p><p> </p><p>Responsibilities: </p><p>• Coordinate client appointments, manage calendars, and prepare materials needed for advisor meetings. </p><p>• Support the development of financial planning documents by organizing client information and assisting with retirement and planning projections. </p><p>• Review and interpret client financial details to help advisors prepare informed planning recommendations. </p><p>• Assist with account setup, maintenance activities, and onboarding tasks while ensuring required forms are completed accurately. </p><p>• Process service requests such as asset transfers, distributions, and other account-related documentation in a timely manner. </p><p>• Respond to client inquiries by phone and email, providing clear updates and addressing routine service needs.</p><p> • Examine insurance, tax, and estate-related documents to help organize planning files for advisor review. </p><p>• Conduct investment and portfolio-related research to support internal planning discussions and follow up on next steps after client meetings.</p>
  • 2026-09-24T00:00:00Z
Client Service Associate
  • Walnut Creek, California
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>&#128205; Walnut Creek, CA (In-Office)</p><p>&#127970; Relationship Driven Wealth Management Firm</p><p>&#128176; Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> 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&#39;ll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you&#39;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&#39;s commitment to excellence.</p><p>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.</p><p><br></p><p><strong>Key Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-09-29T00:00:00Z
Client Service Associate
  • San Mateo, California
  • 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>
  • 2026-10-02T00:00:00Z
Service Coordinator
  • Camp Hill, Pennsylvania
  • onsite
  • Permanent / Full Time
  • 52000 - 62000 USD / Yearly
  • <p>We are looking for a Service Coordinator to support daily service operations. This position blends administrative coordination, customer communication, and service support in a fast-paced environment. The ideal candidate is organized, comfortable working with multiple systems, and able to keep service activities moving accurately from intake through completion.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming service requests and gather the information needed to route work efficiently.</p><p>• Create quotes, acknowledgments, and other service-related documents with accuracy and attention to detail.</p><p>• Coordinate the service calendar and work closely with supervisors to arrange technician schedules.</p><p>• Open and maintain service job records, including order entry, supporting documentation, and job file preparation.</p><p>• Send work assignments to field personnel and track the return of completed electronic service tickets.</p><p>• Prepare inspection summaries, repair documentation, invoices, and warranty claim submissions for completed work.</p><p>• Arrange travel logistics such as prepaid hotel accommodations for technicians requiring overnight stays.</p><p>• Maintain organized paper and digital service records, process purchasing-related tasks, and assist with credit card receipt submission to accounting.</p><p>• Support calibration tracking for measuring tools and test equipment while helping resolve customer questions or service concerns professionally.</p>
  • 2026-09-18T00:00:00Z
Patient Care Coordinator
  • Lewiston, Maine
  • onsite
  • Temporary / Contract
  • 18 - 21 USD / Hourly
  • <p><strong>Job Responsibilities:</strong></p><ul><li>Handled front desk duties checking in and outpatients.</li><li>Insurance verification, flags, voicemails and other duties as assigned</li></ul><p><strong> </strong></p><p><strong>Additional Position Details:</strong></p><ul><li><strong>Contract type</strong>: 6 Months (contract to hire) </li><li><strong>Location: </strong>Onsite in a Healthcare setting </li></ul><p><br></p>
  • 2026-10-01T00:00:00Z
Patient Care Coordinator
  • Bellevue, Washington
  • onsite
  • Temporary / Contract
  • 25 - 34 USD / Hourly
  • We are looking for a Patient Care Coordinator to support a fast-paced healthcare environment in Bellevue, Washington. This Long-term Contract position is ideal for someone with strong organizational skills, a patient-focused approach, and at least 3 years of relevant experience. In this role, you will help create a smooth experience for patients by managing appointments, maintaining accurate records, and assisting with front-end coordination throughout the care process.<br><br>Responsibilities:<br>• Coordinate patient visits by arranging, confirming, and updating appointment schedules to support efficient daily operations.<br>• Welcome and assist patients during check-in, helping ensure accurate information is collected and questions are addressed professionally.<br>• Maintain and update medical records with a high level of accuracy while following privacy and documentation standards.<br>• Communicate with patients regarding scheduling changes, visit preparation, and general appointment-related needs.<br>• Work closely with clinical and administrative staff to keep patient flow organized and support timely service delivery.<br>• Review patient information for completeness and help resolve routine issues related to registration or appointment details.
  • 2026-09-28T00:00:00Z
Patient Care Coordinator
  • Bakersfield, California
  • onsite
  • Temporary / Contract
  • 22 - 25 USD / Hourly
  • <p>We are looking for a Patient Care Coordinator to support patient registration operations in Bakersfield, California. This onsite role is ideal for someone who thrives in a high-volume hospital setting and can balance accuracy, compassion, and efficiency while assisting patients and coordinating essential intake information. The position plays a key role in maintaining smooth access to care, supporting compliance standards, and helping the organization avoid delays in registration, billing, and reimbursement.</p><p><br></p><p>Responsibilities:</p><p>• Register patients promptly and accurately by entering demographic, insurance, and encounter details into hospital records while safeguarding data quality.</p><p>• Confirm coverage information, review eligibility, and obtain required forms, signatures, and supporting documents before services are processed.</p><p>• Communicate clearly with patients and families to explain registration steps, financial obligations, and documentation needs in a thorough and service-focused manner.</p><p>• Collect payments and handle cash-related transactions in accordance with hospital procedures, reconciliation standards, and revenue-cycle expectations.</p><p>• Coordinate with clinical teams, physician offices, insurance representatives, and internal departments to resolve registration issues and prevent delays in care or billing.</p><p>• Monitor records for completeness, help reduce duplicate accounts, and ensure patient information remains current, accurate, and confidential.</p><p>• Support access areas such as emergency, admitting, outpatient, and maternity registration based on staffing needs and assigned schedules.</p><p>• Follow hospital policies, payer guidelines, and regulatory requirements to maintain compliance across patient access and financial clearance activities.</p>
  • 2026-09-30T00:00:00Z
Service Operations Coordinator
  • Marlborough, Massachusetts
  • onsite
  • Permanent / Full Time
  • 60500 - 70000 USD / Yearly
  • <p>We are looking for a Service Operations Coordinator to join our team in the Marlborough, MA area. In this role, you will help keep service activities running smoothly by managing quotes, orders, billing-related tasks, and customer payment processing. This position works closely with service teams and customers to support parts coordination, maintain accurate records, and deliver responsive service throughout the order and payment cycle.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage service-related quotations, customer orders, and billing documentation with accuracy and timeliness.</p><p>• Enter and apply customer payments in company systems to support order release and service fulfillment.</p><p>• Respond to customer questions regarding pricing, invoices, parts availability, and expected delivery timelines.</p><p>• Coordinate the movement of service parts and assist internal teams with updates needed to complete service requests.</p><p>• Track field part usage and maintain organized records to support operational visibility and planning.</p><p>• Share service updates with customers when needed, including warranty-related information and completed documentation.</p><p>• Follow established quality and compliance procedures aligned with applicable internal standards and regulated requirements.</p><p>• Contribute to workflow improvements that increase efficiency across service operations and related administrative processes.</p><p>• Keep required training current and provide general support to the broader service organization as business needs evolve.</p>
  • 2026-09-24T00:00:00Z
Care Coordinator
  • Syracuse, New York
  • onsite
  • Temporary to Hire
  • 19 - 19 USD / Hourly
  • We are looking for a Care Coordinator to join a healthcare organization in Syracuse, New York in a contract-to-permanent capacity. This position supports clinical operations by overseeing referral and authorization activities, coordinating services, and helping ensure members receive timely assistance. The role also serves as a key administrative resource for the care team, balancing accurate documentation, communication, and day-to-day operational support.<br><br>Responsibilities:<br>• Maintain and update authorization records in internal systems with a high level of accuracy, and monitor upcoming expirations to support uninterrupted services.<br>• Partner with case management and clinical staff to arrange member services, coordinate scheduling needs, and help keep care plans moving forward.<br>• Communicate routinely with members and external service providers to confirm authorized support and address administrative follow-up needs.<br>• Participate in team meetings to share observations, support workflow improvements, and contribute to ongoing quality initiatives.<br>• Prepare, track, and distribute operational reports as assigned to support departmental oversight and decision-making.<br>• Provide general administrative assistance such as document management, correspondence support, message handling, and other office-related tasks.<br>• Protect sensitive member and organizational information by handling records and communications with professionalism and discretion.<br>• Take on additional duties as needed to support the clinical supervisor and broader care coordination team.
  • 2026-10-01T00:00:00Z
Client Service Manager
  • Morgan City, Louisiana
  • onsite
  • Permanent / Full Time
  • 60000 - 100000 USD / Yearly
  • <p>We are looking for a Client Service Manager to support client relationships and help drive service excellence for a growing insurance organization in Morgan City, Louisiana. This position is ideal for someone who is detail oriented and can balance responsive customer support with strong commercial account knowledge and sound administrative follow-through. The role offers an opportunity to contribute independently while partnering closely with the broader team to maintain high service standards and support business growth.</p><p><br></p><p>Responsibilities:</p><p>• Manage day-to-day service needs for commercial clients, ensuring requests are addressed accurately and in a timely manner.</p><p>• Build and maintain strong client relationships by delivering attentive support and clear communication throughout the account lifecycle.</p><p>• Coordinate policy-related activities such as documentation, renewals, coverage updates, and general account servicing tasks.</p><p>• Assist with billing matters, commission-related questions, and other account inquiries by working across service and accounting processes.</p><p>• Use multiple software platforms to maintain organized client records, track activity, and support efficient account management.</p><p>• Collaborate with internal team members to help resolve service issues and contribute to overall client satisfaction.</p><p>• Work independently on assigned priorities while following guidance and aligning with team objectives.</p><p>• Identify service needs proactively and take initiative to help improve responsiveness and account support.</p><p>• Support operational changes or platform-related updates as needed to maintain continuity in client service.</p><p>• Contribute to the success of the office by providing dependable service and helping strengthen long-term client relationships.</p>
  • 2026-09-14T00:00:00Z
Patient Insurance Coordinator
  • Sinking Spring, Pennsylvania
  • onsite
  • Temporary / Contract
  • 18 - 22 USD / Hourly
  • <p>A growing healthcare organization is seeking a detail-oriented <strong>Insurance Verification Specialist</strong> to join its team. This position plays a critical role in ensuring accurate patient insurance information, verifying benefits and coverage, and supporting the revenue cycle process. The ideal candidate is customer-focused, highly organized, and comfortable working with insurance carriers, patients, and internal staff.</p><p><br></p><p>Key Responsibilities</p><ul><li>Verify patient insurance eligibility, benefits, and coverage prior to services being rendered.</li><li>Contact insurance carriers to obtain authorization and pre-certification information as needed.</li><li>Review insurance plans and communicate coverage details, deductibles, copays, and out-of-pocket responsibilities.</li><li>Update and maintain accurate patient and insurance information within company systems.</li><li>Investigate and resolve insurance-related discrepancies or eligibility issues.</li><li>Collaborate with clinical, billing, and scheduling teams to ensure timely processing of patient appointments.</li><li>Maintain compliance with HIPAA and all applicable healthcare regulations.</li><li>Provide exceptional customer service when communicating with patients and insurance representatives.</li></ul><p><br></p>
  • 2026-09-25T00:00:00Z
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