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209 results for Client Services Manager jobs

Client Solutions Manager

Miami, FL
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a dynamic Client Solutions Manager to join our detail-oriented services team in Miami, Florida. In this role, you will be responsible for overseeing product development cycles, ensuring alignment with client needs, and driving strategic initiatives to enhance product performance. This is an exciting opportunity to collaborate with cross-functional teams and make a meaningful impact in a fast-paced environment. Responsibilities:• Develop and manage product roadmaps, ensuring alignment with company goals and customer requirements.• Collaborate with stakeholders to gather and prioritize product features and enhancements.• Lead cross-functional teams, including engineering, marketing, and design, to deliver high-quality products on schedule.• Analyze market trends and competitor activities to inform product strategies.• Monitor product performance, gather user feedback, and implement improvements to optimize outcomes.• Prepare and deliver presentations to stakeholders, showcasing product progress and strategic initiatives.• Work closely with sales and marketing teams to support product launches and promotional efforts.• Identify opportunities for innovation and propose new product ideas to meet market demands.• Ensure compliance with industry standards and best practices in product development and management Client
2026-05-13T00:00:00Z

Client Solutions Manager

Nashville, TN
onsite
Permanent / Full Time
60000 - 65000 USD / Yearly
As a Client Solutions Manager, your responsibilities will include:<ul><li>Business development: Develop and grow your own client base by marketing our services for full time placement solutions using your proven technology and/or recruiting background. Market via video, telephone as well as conduct in-person and virtual meetings with C-level executives and key decision makers. Client Solutions Manager will participate in local association and networking events to solidify Robert Half’s presence in the local business community.</li><li>Placement activities: Select well-matched candidates to fulfill client job orders and maintain on-going contact with client companies and contract professionals currently on assignment to ensure both receive exceptional customer service. In addition, the client solutions manager will resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction.</li><li>Meet and exceed weekly business development goals.</li></ul> Qualifications:<ul><li>Bachelor’s degree preferred.</li><li>2+ years of business-to-business development experience and/or working in a Marketing and Creative-related field is preferred.</li><li>Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships.</li><li>A combination of business development and account management skills are required.</li><li>Ability to multi-task and persevere in a fast-paced dynamic environment with a sense of urgency.</li><li>Must have a proven track record of success and be a competitive and self-motivated individual.</li></ul> If you are seeking a rewarding career in a challenging and dynamic environment, we invite you to apply today! Top Reasons to Work for Robert Half:<ul><li>EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER – For more than 70 years our history of success and strong client relationships have provided a level of stability few companies can match.</li><li>PERFORMANCE = REWARD – We offer exceptional earning potential and a competitive benefits package, including a base salary and monthly performance-based bonuses, paid time off, group health, life and disability insurance, and retirement savings plans.</li><li>UPWARD MOBILITY – With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond.</li><li>TOOLS FOR SUCCESS – We provide world-class training, client relationship management tools and advanced technology to help you succeed.</li><li>RESPECTED WORLDWIDE – Robert Half has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, as well as numerous “Best Places to Work” lists around the world.</li></ul>
2026-05-19T00:00:00Z

Customer Service Manager

Bristol, CT
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Customer Service ManagerWe are partnering with a manufacturing company in the Bristol, CT area to hire a Customer Service Manager. Based on general knowledge.Key Responsibilities:<ul><li>Lead and support a team of Customer Service Coordinators and Representatives.</li><li>Manage customer projects from order entry through production and shipment.</li><li>Ensure project accuracy, on-time delivery, and high customer satisfaction.</li><li>Provide daily guidance, workflow oversight, and troubleshooting support for complex projects.</li><li>Help coordinate team workload and resolve project-related issues.</li><li>Maintain accurate project data and documentation.</li><li>Manage higher-complexity projects and key customer relationships.</li><li>Partner with Sales, Technical, Production, Shipping, and Purchasing to keep projects moving efficiently.</li></ul> What We’re Looking For:<ul><li>At least 3 years of experience in commercial construction or manufacturing.</li><li>Comfortable acting as a team lead, including managing workflow and troubleshooting difficult projects.</li><li>Strong ERP and Microsoft Office skills.</li><li>Excellent communication, organization, and cross-functional collaboration skills.</li></ul>If you’re interested in learning more, please apply today or contact Kelsey Ryan at Robert Half. Kelsey.Ryan@roberthalf(.com)
2026-05-21T00:00:00Z

Customer Service Manager

Anoka, MN
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
This position will oversee day to day operations and lead our client’s customer service team with a focus on driving continuous improvement initiatives. This leader will play a key role in delivering an exceptional customer experience, optimizing internal processes, and building a high-performing, customer-focused team. Key Responsibilities<ul><li>Lead, coach, and develop a customer service team while fostering a high-performance and customer-first culture</li><li>Oversee daily customer service operations, including order processing, inquiries, and issue resolution</li><li>Manage and resolve customer concerns via phone and email, including escalated issues</li><li>Process and oversee RMAs, mis-shipments, and customer contract administration</li><li>Monitor and analyze key performance indicators (KPIs) such as response time, resolution rate, and customer satisfaction; implement improvements as needed</li><li>Collaborate cross-functionally with sales, operations, and supply chain to ensure seamless service delivery</li><li>Identify and implement process improvements to drive efficiency and enhance the customer experience</li><li>Develop and deliver training programs to support team growth and consistency in service standards</li><li>Support CRM/ERP system enhancements and digital transformation initiatives</li><li>Participate in hiring, onboarding, and ongoing development of customer service staff</li><li>Establish and maintain strong relationships with customers and key stakeholders</li></ul>
2026-05-23T00:00:00Z

Customer Service Manager

Minneapolis, MN
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a Customer Service Manager to lead daily service operations and ensure a high standard of support for customers in Minneapolis, Minnesota. This role oversees order communication, issue resolution, and coordination with internal teams to keep commitments on timing and delivery. The ideal candidate brings strong leadership skills, a customer-focused mindset, and the ability to balance service quality with operational efficiency. Responsibilities: • Lead the customer service team, providing direction, coaching, and accountability for performance and service standards. • Oversee incoming customer inquiries related to order updates, changes, and concerns, ensuring timely and accurate communication. • Manage the intake of new orders and confirm key details so requests move efficiently through the process. • Partner with production and operations teams to help build schedules that align output with customer demand. • Communicate expected completion and delivery timelines to customers and internal stakeholders with clarity and consistency. • Monitor inventory activity, including aging stock and overall inventory levels, and share trends that may affect service or fulfillment. • Resolve escalated customer issues by identifying root causes and coordinating practical solutions across departments. • Review departmental workflows and implement improvements that strengthen responsiveness, accuracy, and team effectiveness.
2026-05-11T00:00:00Z

Customer Service Manager

Tacoma, WA
onsite
Temporary / Contract
26 - 34 USD / Hourly
We are looking for a Customer Service Manager to lead daily service and inside sales activities for a long-term Contract position based in Tacoma, Washington. This role is ideal for someone who can balance hands-on customer support with team leadership in a fast-paced industrial supply environment. You will guide a small team, help improve workflow across the front counter and showroom, and ensure customers receive accurate, timely service. Responsibilities:• Lead day-to-day operations for the customer service and inside sales team, setting clear expectations for responsiveness, accuracy, and professionalism.• Support customers in person and by phone by answering questions, identifying product needs, and offering appropriate solutions.• Oversee order entry, payment handling, and related documentation to maintain dependable and organized records.• Coach and develop team members through onboarding, daily guidance, and ongoing training on procedures and service standards.• Partner with warehouse, purchasing, accounting, and sales personnel to keep orders moving efficiently and resolve issues quickly.• Step in on larger or more complicated requests to help secure the right products, pricing, and fulfillment details for customers.• Monitor showroom presentation by keeping merchandise orderly, pricing current, and stock levels aligned with business needs.• Perform inventory checks and verify order accuracy to reduce errors and support on-time completion.• Assist with pulling, packing, and coordinating outbound orders during high-volume periods.• Identify opportunities to improve internal processes and learn new systems as needed to support operational effectiveness.
2026-05-20T00:00:00Z

Customer Service Manager

Stockton, CA
onsite
Temporary to Hire
30.4 - 35.2 USD / Hourly
We are looking for a Customer Service Manager to lead branch operations and deliver an outstanding client experience in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented banking candidate who can balance service excellence, team leadership, sales growth, and operational oversight in a financial services environment. The role will guide daily branch activity, strengthen customer relationships, and help build a high-performing team that meets business goals while maintaining strong controls and compliance standards. Responsibilities: • Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly. • Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings. • Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers. • Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment. • Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness. • Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch. • Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization. • Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture. • Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate. • Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require.
2026-04-29T00:00:00Z

Client Services Specialist

Las Vegas, NV
onsite
Temporary to Hire
25 - 28 USD / Hourly
We are looking for a Client Services Specialist to support client service and policy administration activities within the insurance industry in Las Vegas. This contract to permanent opportunity is ideal for someone who enjoys balancing customer communication with detailed operational work in a fast-paced, team-oriented setting. The person in this role will help keep applications moving forward, provide timely updates to clients and carrier partners, and contribute to a positive service experience through accuracy, responsiveness, and professionalism. Responsibilities:• Communicate with clients regularly to share application progress, answer questions, and ensure they remain informed throughout the service process.• Coordinate with insurance carriers to obtain updates, resolve outstanding items, and maintain momentum on pending policy activity within expected timeframes.• Review new leads and application materials carefully, verify completeness and accuracy, and address discrepancies before processing moves forward.• Maintain organized records, update customer and policy information, and track follow-up actions using internal systems and standard office software.• Prepare reports, manage correspondence, and use tools such as Outlook, Word, and Excel to support daily workflow and service reporting.• Respond to client concerns with empathy, offering clear guidance and practical solutions when issues arise.• Adjust to changing business needs by assisting with priority shifts, administrative support tasks, and additional projects assigned by leadership.• Represent the organization in a detail oriented and service-focused manner through dependable communication and strong attention to detail.
2026-05-20T00:00:00Z

Client Services Associate or Manager

Minneapolis, MN
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service. Responsibilities:• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.• Assist with client onboarding processes to ensure smooth transitions and effective communication.• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.• Provide proactive and responsive support for client inquiries regarding investment-related services.• Facilitate internal communications for executives, including meeting coordination and administrative support.• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.• Uphold confidentiality standards for all client and firm-related information.• Support executives in streamlining communication and managing priorities related to client services and transactions. If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided.
2026-05-12T00:00:00Z

Client Services Coordinator

Westmont, IL
onsite
Temporary to Hire
25.118 - 29.084 USD / Hourly
We are looking for an experienced and dependable Client Services Coordinator to support client interactions and office operations. This contract opportunity with potential for a permanent role is ideal for someone who enjoys balancing administrative coordination with a strong service mindset in a fast-paced pharm/biotech environment. The person in this role will help keep schedules, communications, records, and client materials organized while working closely with internal teams to deliver a high-quality experience. Responsibilities:• Arrange client meetings, lunches, and team gatherings while ensuring calendars and logistics are managed smoothly• Support internal scheduling needs and help keep projects and appointments on track across multiple teams• Maintain organized client files, documentation, and activity records with a high degree of accuracy• Prepare presentations, reports, and other materials used for client communication and internal coordination• Enter, update, and monitor information within internal platforms, including laboratory information management systems, to support reporting and service delivery• Partner with cross-functional colleagues to promote responsive service and a positive client experience• Identify administrative or operational issues early and take practical steps to resolve them efficiently• Provide general office support such as reception coverage, filing, supply coordination, and back-office assistance as needed The salary range for this position is $26.44 to $31.25. Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.
2026-05-21T00:00:00Z

Client Services Coordinator

Davenport, IA
onsite
Temporary to Hire
0 - 0 USD / Yearly
Robert Half is partnering with a service-focused organization to identify a Client Services Coordinator to support inbound customer inquiries and appointment scheduling. This opportunity is ideal for someone who brings a confident phone presence and is comfortable guiding conversations, managing scheduling changes, and working through time-sensitive customer needs. What You’ll Do<ul><li>Handle a high volume of inbound customer calls and place selective outbound calls as needed</li><li>Qualify customer needs and guide conversations toward appropriate next steps</li><li>Accurately document call details while speaking with customers</li><li>Schedule appointments and collaborate with internal service teams to keep calendars running smoothly</li><li>Communicate with customers and internal staff to address scheduling changes, availability challenges, and time-sensitive needs</li><li>Assist with light reception and front desk coverage during designated times</li></ul>Additional Highlights: <ul><li>Competitive hourly pay with opportunity for performance-based incentives</li><li>Structured training and onboarding program</li><li>Long-term opportunity within a stable, close-knit team environment</li></ul>If you enjoy helping customers feel heard, keeping systems organized, and finding workable solutions—this role offers a strong foundation for growth!
2026-05-19T00:00:00Z

Client Services Associate

San Diego, CA
onsite
Temporary / Contract
29 - 35 USD / Hourly
About the RoleRobert Half is partnering with a growing construction company seeking a Client Services Associate with strong experience in customer service and construction operations support. This role serves as a key point of contact for clients, ensuring timely communication, accurate order and project updates, and a high level of service throughout the customer lifecycle.The ideal candidate is highly responsive, detail-oriented, and experienced working in a construction environment where coordinating orders, resolving issues, and maintaining strong client relationships are essential. Key Responsibilities<ul><li>Serve as the primary point of contact for clients regarding order status, project updates, service requests, and general inquiries</li><li>Respond to incoming phone calls and emails in a timely, professional manner while providing accurate information and updates</li><li>Provide proactive communication to clients regarding order tracking, delivery timelines, material availability, and project progress</li><li>Coordinate with internal departments (operations, sales, procurement, and project management) to ensure client needs are met</li><li>Research and resolve client issues related to orders, billing discrepancies, service delays, or product availability</li><li>Maintain accurate records of all client interactions, service requests, and order updates in CRM or ERP systems</li><li>Assist with processing and tracking purchase orders, change orders, and related documentation</li><li>Monitor open orders and ensure clients receive timely status updates throughout the lifecycle of each project</li><li>Support scheduling and coordination of deliveries, installations, or service timelines as needed</li><li>Identify service gaps or recurring issues and escalate appropriately to ensure client satisfaction</li><li>Collaborate cross-functionally to ensure smooth communication between field teams, vendors, and customers</li><li>Support reporting and data entry related to client activity, order status, and service metrics</li></ul>
2026-05-07T00:00:00Z

Client Services Associate

Palm Beach, FL
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Robert Half Finance & Accounting has partnered up with a global investment management firm in the search for a detail-oriented Client Services Associate to add to their team. This position combines client service support, account administration, and investment operations work to help ensure accurate, responsive service across a range of financial transactions and reporting needs. The ideal candidate brings strong organizational skills, sound knowledge of financial processes, and the ability to work effectively with relationship managers and internal partners in a fast-paced environment. In person collaboration in office is required - this is not a remote role! Responsibilities:• Coordinate day-to-day client service and operational support for wealth management accounts, ensuring requests are completed accurately and on schedule.• Prepare and process investment-related documentation, cash movements, reconciliations, and other account administration tasks.• Maintain client accounts by handling updates, monitoring operational activity, and supporting routine and ad hoc reporting needs.• Partner closely with relationship management colleagues to deliver timely follow-through on client matters and service inquiries.• Track service requests and administrative workflows with a high level of precision while meeting deadlines in a busy environment.• Contribute to internal reporting and data oversight by compiling information, updating records, and monitoring key operational details.• Use portfolio, custodial, and internal service platforms to manage daily processing and support account operations.• Follow established compliance requirements, operational controls, and industry guidelines across all assigned activities.
2026-04-29T00:00:00Z

Client Services Associate

Minneapolis, MN
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations. Responsibilities:• Develop and maintain effective relationships with clients to facilitate smooth account management.• Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion.• Handle various client service tasks, including account transfers, asset movements, and responding to service requests.• Stay updated on custodial operations, procedures, and industry standards.• Coordinate onboarding activities for new clients to ensure a seamless transition.• Schedule and prepare advisors for meetings with clients and prospects.• Address client inquiries, resolve service issues, and escalate concerns when needed.• Prepare and distribute performance reports to clients in a timely manner.• Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records.
2026-05-08T00:00:00Z

Client Service Associate

Chicago, IL
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a Client Service Associate to support client-facing operations for a Wealth Management firm in Chicago, Illinois. This position is well suited for someone with strong attention to detail and a background in accounting, wealth services, or tax who can help maintain a high standard of service. The role offers the opportunity to work closely with internal teams and clients while contributing to accurate, timely, and organized account support. Responsibilities:• Provide day-to-day assistance to clients by responding to service requests, resolving account-related questions, and ensuring a positive experience.• Coordinate with advisors and internal departments to prepare, review, and process client documentation with accuracy and timeliness.• Maintain organized client records and monitor account activity to help support compliance and operational standards.• Assist with account onboarding, updates, and administrative follow-up to keep client information current and complete.• Prepare materials, reports, and supporting documentation needed for client meetings, transactions, and ongoing service needs.• Track outstanding items and follow through with clients and colleagues to ensure requests are completed efficiently.• Contribute to process improvement efforts and support operational changes, including work involving financial platforms or related systems when needed. Benefit : Medical/Dental, 401k & PTO“Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.” to your posting. Once complete, let me know.
2026-04-30T00:00:00Z

Director of Client Services

Atlanta, GA
onsite
Temporary to Hire
0 - 0 USD / Yearly
We are looking for an experienced Director of Client Services to lead a dedicated team of professionals in delivering exceptional service to our clients. This role, based in Atlanta, Georgia, will focus on client satisfaction, operational excellence, and strategic collaboration with leadership to drive business growth. This is a contract-to-permanent position offering an excellent opportunity to make a lasting impact within the Printing/Publishing industry. Responsibilities: • Lead and oversee client service operations, ensuring the team delivers exceptional support and enables the sales organization to focus on growth activities. • Collaborate with senior leadership to develop and execute strategic initiatives that enhance service quality and client satisfaction. • Act as a point of escalation for complex client issues, resolving challenges and removing barriers to success. • Monitor and assess team capacity, ensuring resources are aligned with client needs and organizational goals. • Develop and implement tactical plans for client services, co-owning service delivery strategies with sales leadership. • Mentor and guide team members in building strong client relationships, managing projects effectively, and utilizing tools and systems. • Ensure compliance with client requirements and organizational procedures, maintaining a high standard of service delivery. • Analyze and review team performance through regular reporting, identifying areas for improvement and implementing actionable plans. • Work closely with sales teams to prepare client presentations, highlighting account activities and identifying opportunities for expansion. • Support the onboarding and implementation of new clients, ensuring smooth transitions and alignment with business objectives.
2026-05-21T00:00:00Z

Director of Client Services

Atlanta, GA
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Director of Client Services to lead a dedicated team of professionals in delivering exceptional service to our clients. This role, based in Atlanta, Georgia, will focus on client satisfaction, operational excellence, and strategic collaboration with leadership to drive business growth. This is a contract-to-permanent position offering an excellent opportunity to make a lasting impact within the Printing/Publishing industry. Responsibilities:• Lead and oversee client service operations, ensuring the team delivers exceptional support and enables the sales organization to focus on growth activities.• Collaborate with senior leadership to develop and execute strategic initiatives that enhance service quality and client satisfaction.• Act as a point of escalation for complex client issues, resolving challenges and removing barriers to success.• Monitor and assess team capacity, ensuring resources are aligned with client needs and organizational goals.• Develop and implement tactical plans for client services, co-owning service delivery strategies with sales leadership.• Mentor and guide team members in building strong client relationships, managing projects effectively, and utilizing tools and systems.• Ensure compliance with client requirements and organizational procedures, maintaining a high standard of service delivery.• Analyze and review team performance through regular reporting, identifying areas for improvement and implementing actionable plans.• Work closely with sales teams to prepare client presentations, highlighting account activities and identifying opportunities for expansion.• Support the onboarding and implementation of new clients, ensuring smooth transitions and alignment with business objectives.
2026-05-15T00:00:00Z

Director of Client Services

Lithonia, GA
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Director of Client Services to lead a dedicated team of professionals in delivering exceptional service to our clients. This role, based in Atlanta, Georgia, will focus on client satisfaction, operational excellence, and strategic collaboration with leadership to drive business growth. This is a contract-to-permanent position offering an excellent opportunity to make a lasting impact within the Printing/Publishing industry. Responsibilities:• Lead and oversee client service operations, ensuring the team delivers exceptional support and enables the sales organization to focus on growth activities.• Collaborate with senior leadership to develop and execute strategic initiatives that enhance service quality and client satisfaction.• Act as a point of escalation for complex client issues, resolving challenges and removing barriers to success.• Monitor and assess team capacity, ensuring resources are aligned with client needs and organizational goals.• Develop and implement tactical plans for client services, co-owning service delivery strategies with sales leadership.• Mentor and guide team members in building strong client relationships, managing projects effectively, and utilizing tools and systems.• Ensure compliance with client requirements and organizational procedures, maintaining a high standard of service delivery.• Analyze and review team performance through regular reporting, identifying areas for improvement and implementing actionable plans.• Work closely with sales teams to prepare client presentations, highlighting account activities and identifying opportunities for expansion.• Support the onboarding and implementation of new clients, ensuring smooth transitions and alignment with business objectives.
2026-04-29T00:00:00Z

Director of Client Services

Grand Rapids, MI
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
The Director of Client Services leads and scales the firm’s client service and operations function, transitioning it from an execution-heavy model to a system-driven, automation-enabled department. This role owns the end-to-end client operations experience, develops the operations team, and partners with leadership to deliver a technology-leveraged, team-based firm model.This is a leadership role accountable for results through people, process, and systems—not personal execution. While some tactical work will occur initially, the long-term focus is on strategy, team development, and operational scalability. Core ResponsibilitiesLeadership & Team Development<ul><li>Lead, coach, and grow the Client Operations team</li><li>Drive a client-first, service-focused team culture</li><li>Oversee hiring, onboarding, and performance management</li></ul>Process & Systems<ul><li>Own all operations processes, SOPs, and workflow optimization</li><li>Drive continuous improvement and operational scalability</li><li>Maintain a structured process and workflow library</li></ul>Compliance<ul><li>Lead operational compliance and serve as primary liaison with LPL</li><li>Ensure audit readiness and adherence to regulatory standards</li><li>Monitor, escalate, and mitigate compliance risks</li></ul>Strategic Partnerships<ul><li>Manage key vendor and partner relationships</li><li>Support succession planning and external partnerships</li><li>Represent operations in external and industry engagements</li></ul>Client Operations Oversight<ul><li>Ensure timely task execution, workflow accuracy, and service standards</li><li>Maintain high-quality, low-error client operations</li><li>Oversee transaction workflows, cash management, and activity tracking</li></ul>Client Experience<ul><li>Own and elevate the end-to-end client operations journey</li><li>Drive a “white-glove” service standard</li></ul>Technology & Automation<ul><li>Lead adoption of operations technology and AI tools</li><li>Identify and implement automation opportunities</li><li>Oversee training and change management initiatives</li></ul>Success Metrics (KPIs)Operational Performance<ul><li>≥90% adherence to operational standards</li><li>95%+ implementation of client action items within 90 days</li><li>Zero material compliance issues</li></ul>Team & Leadership<ul><li>100% voluntary retention of operations staff</li><li>Full SOP documentation across all processes within year one</li></ul>
2026-05-15T00:00:00Z

Director of Client Services

Atlanta, GA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are working with a client who is looking to hire a Director of Print Production. This role owns service excellence, team performance, and client satisfaction while partnering closely with Sales and Leadership on strategy, delivery, and growth. What You’ll Do<ul><li>Lead and develop a team of client service managers and professionals</li><li>Drive service excellence, client satisfaction, and operational efficiency</li><li>Partner with Sales to support renewals, upsell, and new business initiatives</li><li>Oversee implementation and execution of products and services</li><li>Serve as senior escalation point and remove operational roadblocks</li><li>Manage capacity planning, staffing, workflows, and process improvement</li><li>Support client onboarding, business reviews, and new implementations</li><li>Own team performance, reporting, compliance, and succession planning</li></ul>
2026-05-20T00:00:00Z

Client Care Coordinator

Miami, FL
onsite
Temporary / Contract
24 - 26.26 USD / Hourly
We are looking for an experienced and detail-oriented Client Care Coordinator to support property marketing and client service activities in Miami, Florida. This is a Long-term Contract position that calls for strong organizational skills, clear communication, and the ability to manage multiple administrative priorities in a fast-paced, in-person environment. The ideal candidate will bring experience coordinating materials, tracking details accurately, and working closely with internal partners to ensure timely delivery of client-facing support. Responsibilities: • Coordinate day-to-day follow-up with brokers and internal partners to keep assignments moving forward and ensure requests are addressed promptly. • Prepare and organize vouchers, reports, and related documentation with a high degree of accuracy and comfort working with numbers. • Arrange property signage and oversee related logistics to support marketing and onsite presentation needs. • Compile tour books, surveys, and other client-facing materials in a clear, organized, and timely manner. • Partner with multiple teams to deliver administrative and marketing support that aligns with client expectations and business priorities. • Use Microsoft Office and Adobe creative tools to format documents, update materials, and maintain consistent presentation standards. • Monitor deadlines, manage shifting priorities, and maintain dependable support for ongoing office and client service activities.
2026-05-18T00:00:00Z

Manager of Member Services

Indianapolis, IN
onsite
Permanent / Full Time
50000 - 65000 USD / Yearly
We are looking for an experienced Manager of Member Services to oversee daily customer support operations in Indianapolis, Indiana. This role leads a member-facing team, ensures consistent service quality, and helps build an efficient department through strong staffing and scheduling practices. The ideal candidate brings a hands-on leadership style, sound judgment in hiring and coaching, and a focus on balancing service excellence with cost awareness. **WORK HOURS** - This role is scheduled for a regular shift from 3:30 PM to 12:00 AM each workday. Responsibilities:• Direct the day-to-day work of a member services team, setting expectations and maintaining accountability for performance.• Create and adjust staff schedules to support service levels, coverage needs, and operational efficiency.• Lead recruitment efforts by interviewing candidates, identifying suitable talent, and making informed hiring decisions.• Onboard and develop new team members through structured training, coaching, and ongoing performance support.• Guide the team in delivering high-quality assistance to customers across call center and member service interactions.• Monitor departmental spending and make practical decisions that help manage costs while maintaining service standards.• Provide team leadership through regular feedback, issue resolution, and continuous improvement of service processes.
2026-05-20T00:00:00Z

Customer Service Coordinator

Manchester, CT
onsite
Permanent / Full Time
60000 - 70000 USD / Yearly
Customer Service CoordinatorDirect-Hire / Permanent positionRobert Half contact: Drew.Schroll@RobertHalf com. Robert Half is working with our client to find a Customer Service Coordinator to support a busy sales and operations environment. This position will play a central role in managing contract-related documentation, maintaining system accuracy, and helping ensure business processes run smoothly from order entry through ongoing account support. Responsibilities<ul><li>Provide administrative support related to customer contracts, sales activity, and account setup</li><li>Review agreements for completeness and enter key information into the company’s ERP platform</li><li>Maintain and update contract records, customer requirements, asset details, purchase orders, and related documentation</li><li>Track agreement revisions, operational updates, and other account changes to ensure data accuracy</li><li>Work cross-functionally with sales and operations teams to support workflow continuity and process compliance</li><li>Follow up with internal partners and customers to gather missing information and keep deliverables on schedule</li><li>Help uphold established procedures and ensure consistent handling of contract data and supporting records</li></ul> For immediate consideration, please apply today and/or email your resume to: Drew.Schroll@RobertHalf com. All inquiries will remain confidential.
2026-05-01T00:00:00Z

Senior Client Services Representative

La Jolla, CA
onsite
Temporary / Contract
38 - 44 USD / Hourly
Job SummaryRobert Half is partnering with a well-established wealth management firm seeking a polished and proactive Senior Client Services Representative to join their growing team. This individual will serve as a key point of contact for high-net-worth clients, providing exceptional service and operational support to financial advisors while ensuring a seamless client experience. The ideal candidate is detail-oriented, client-focused, and experienced in handling complex administrative and account servicing responsibilities within a financial services environment. Key Responsibilities<ul><li>Serve as the primary contact for client inquiries, account maintenance requests, and service-related matters</li><li>Support financial advisors with day-to-day operations, scheduling, reporting, and client communications</li><li>Prepare and process new account paperwork, transfers, distributions, and account updates accurately and efficiently</li><li>Coordinate client meetings, prepare presentation materials, and assist with follow-up communications</li><li>Maintain accurate client records and ensure compliance with industry regulations and internal policies</li><li>Monitor account activity and proactively identify service issues or operational discrepancies</li><li>Build and maintain strong relationships with clients by delivering a high level of professionalism and responsiveness</li><li>Assist with special projects, operational initiatives, and process improvements as needed</li><li>Collaborate cross-functionally with custodians, internal departments, and external partners to resolve issues promptly</li></ul>
2026-05-19T00:00:00Z

Customer Service Administrator

Fort Lauderdale, FL
onsite
Permanent / Full Time
63500 - 65000 USD / Yearly
We are looking for a dedicated Customer Service Administrator to join our team in Dania Beach, Florida. In this role, you will act as a vital connection between our organization and our customers, ensuring exceptional service and efficient communication. The ideal candidate is highly organized, customer-focused, and thrives in a fast-paced, collaborative environment. Responsibilities: • Act as the primary point of contact for customers, providing timely and accurate information regarding their service requests. • Collaborate with internal teams to ensure efficient coordination and successful completion of customer service requirements. • Review and verify completed service requests to ensure billing aligns with contractual agreements. • Maintain organized and precise records of all customer interactions and service activities. • Provide administrative support to enhance the efficiency of daily operations. • Address and resolve customer inquiries and concerns with a proactive and solutions-focused approach. • Foster positive relationships with both internal and external stakeholders to promote seamless communication. • Monitor and manage customer accounts using CRM tools to ensure data accuracy and consistency. • Identify opportunities for process improvements to elevate the overall customer experience.
2026-05-01T00:00:00Z