<p>Robert Half is partnering with a client in the financial services industry to hire a <strong>Client Service Manager</strong>. This hybrid role is based in Tysons, VA, with 3 days in the office each week. It’s an excellent opportunity for professionals who thrive in a client-facing environment and enjoy supporting both clients and advisors with high-quality service and attention to detail. As a <strong>Client Service Manager</strong>, you will play a key role in ensuring smooth account operations, and delivering outstanding service that reflects the firm’s commitment to excellence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients, delivering a welcoming and professional experience from the first interaction onward</li><li>Support advisors and clients by providing timely account information and assisting with day-to-day service needs</li><li>Manage accounts by overseeing new account setup, maintaining accurate documentation and records, processing deposits and paperwork, and coordinating appointments</li><li>Foster strong client relationships by anticipating needs, addressing questions, and proactively resolving issues</li><li>Handle phone communications with professionalism and good judgment, ensuring all inquiries are managed through to resolution</li><li>Ensure full compliance with industry regulations and internal policies in all aspects of client service</li><li>Welcome and assist clients and guests during visits, reinforcing a high-quality, service-oriented environment</li></ul><p><br></p>
We are looking for an experienced Customer Service Manager to join our team in Batesburg, South Carolina. In this Contract to permanent role, you will lead both call center and on-site customer service operations, driving excellence in customer satisfaction and team performance. The ideal candidate will bring strong leadership skills and a passion for optimizing service delivery in the wholesale distribution industry.<br><br>Responsibilities:<br>• Oversee daily operations of call center and on-site customer service teams, ensuring efficient workflows and exceptional service standards.<br>• Develop and implement strategies aimed at improving customer satisfaction, employee engagement, and retention.<br>• Provide mentorship and training to team members, fostering growth and consistent performance.<br>• Analyze call center metrics and on-site key performance indicators to identify trends and drive operational improvements.<br>• Act as the primary escalation point for complex customer inquiries, delivering timely and effective resolutions.<br>• Collaborate with internal departments to align customer service practices with broader organizational objectives.<br>• Identify and implement process improvements to enhance the overall customer experience.<br>• Prepare and deliver detailed reports on team performance, customer feedback, and operational challenges.
<p><strong>Job Description:</strong></p><p>We are looking for an experienced and motivated <strong>Customer Service Manager</strong> to lead and manage our customer service team. You will play a critical role in ensuring exceptional customer experiences, improving workflows, and fostering a positive, productive environment for team members. If you have strong leadership abilities and a passion for delivering top-notch service, we want to hear from you!</p><p><strong>Key Responsibilities:</strong></p><ul><li>Supervise, mentor, and motivate the customer service team to meet performance goals.</li><li>Develop and implement customer service policies, procedures, and training programs.</li><li>Monitor customer interactions to ensure high service quality and compliance with company standards.</li><li>Address escalated customer inquiries and complaints with urgency and professionalism.</li><li>Analyze customer feedback and operational metrics to identify areas for improvement.</li><li>Collaborate with other departments to streamline processes and improve customer satisfaction.</li><li>Prepare regular reporting on team performance, customer satisfaction rates, and other key metrics.</li></ul>
We are looking for a dedicated and experienced Customer Service Manager to join our team in Richmond, Virginia. This role is vital in ensuring customer satisfaction, managing a dynamic customer service team, and overseeing order processing and compliance with regulatory standards. The ideal candidate will be detail-oriented, proactive, and committed to delivering high-quality service in a fast-paced wholesale distribution environment.<br><br>Responsibilities:<br>• Lead and manage the customer service team to maintain a positive and efficient work environment.<br>• Provide training and development opportunities for new and existing team members.<br>• Conduct annual performance evaluations to assess and enhance team effectiveness.<br>• Handle customer inquiries, complaints, and return authorizations with professionalism and promptness.<br>• Process purchase orders for domestic and international clients accurately and efficiently.<br>• Prepare invoices and support monthly billing activities.<br>• Ensure adherence to regulatory standards, including ISO 9001 requirements, in all order processing.<br>• Collaborate with sales, pricing, and other internal departments to address and fulfill customer needs.<br>• Assist with annual inventory activities, including reconciliation tasks.<br>• Support pricing updates and assist the Sales Department with generating customer reports.
We are looking for an experienced Customer Service Manager to oversee daily branch operations, drive sales growth, and lead a team in delivering exceptional customer service. In this role, you will ensure operational efficiency, compliance with regulations, and the promotion of a service-oriented culture through effective coaching and staff development. This is a Contract-to-Permanent position based in Stockton, California.<br><br>Responsibilities:<br>• Manage the daily operations of the branch, including teller activities, vault balancing, and customer service functions.<br>• Drive sales and revenue growth by promoting and selling a variety of bank products and services.<br>• Ensure compliance with regulatory requirements and maintain operational soundness within the branch.<br>• Supervise, coach, and develop branch staff to meet service expectations, policies, and procedures.<br>• Conduct regular one-on-one meetings and team discussions to set goals and address operational issues.<br>• Oversee hiring, training, and retention efforts to build a skilled and motivated team.<br>• Maintain staff schedules to ensure adequate coverage and efficient workflow.<br>• Address customer concerns by providing timely resolutions and maintaining high levels of confidentiality.<br>• Participate in community engagement and establish strong public relations with customers and local organizations.<br>• Perform audits and pre-audits to identify risks and ensure adherence to compliance procedures.
<p>Account Manager needed for a full-time, hybrid (3/2) position with our agency client in Central CT. Must have 5+ years of proven account management experience within an agency setting. Must have experience working with financial services and/or healthcare clients. Ideal candidate will be strategy-minded and client-facing, and be able to manage the day-to-day needs of agency clients. Target salary is 75-100K depending on experience and qualifications. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Subject matter expert in agency’s core business and niche markets.</li><li>Client advocate (center of tension).</li><li>Client onboarding and project intake.</li><li>Effectively presents, sells and defends agency work to clients.</li><li>Manages overall client profitability and account reviews.</li><li>Monitors client satisfaction.</li><li>Client conflict resolution ($ conversations).</li><li>Monitors overall, strategic deliverable quality.</li><li>Up-sells / cross-sells agency services that meet client’s objectives.</li><li>Proposal writing for existing clients (new clients when necessary).</li><li>Co-creates strategic, client marketing / media / PR / digital / social plans.</li><li>Accurate revenue forecasting for clients.</li><li>Develops strategic recommendations that solve client business objectives.</li><li>Participates in client planning (account planning).</li><li>Deep knowledge of client’s business.</li><li>Deep knowledge of client’s industry.</li><li>Deep knowledge of client’s competitors.</li><li>Ultimately responsible for client program success + overall account health.</li></ul><p><br></p>
<p>We are looking for a dedicated Relationship Manager to join our client's team in the Twin Cities In this role, you will play a pivotal part in supporting clients with their financial needs. You will contribute to delivering exceptional service and fostering lasting client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Establish and nurture strong relationships with clients to understand and address their financial goals and needs.</p><p>• Provide comprehensive support to Wealth Advisors by assisting with client services.</p><p>• Manage investment accounts and ensure accuracy in financial documentation and reporting.</p><p>• Collaborate with team members to share insights and improve firm processes and client outcomes.</p><p>• Uphold compliance standards and follow policies and procedures to maintain operational integrity.</p><p>• Assist clients with inquiries related to financial planning and investment strategies.</p><p>• Utilize Microsoft Excel, Word, and Outlook for efficient communication and documentation.</p><p>• Actively contribute to maintaining a positive team environment by offering assistance and sharing knowledge.</p><p>• Ensure a high level of customer satisfaction by consistently delivering precise and timely service.</p>
<p>We are seeking a detail-oriented and proactive <strong>Assistant Account Manager</strong> to join our dynamic team. This role is essential in supporting multiple Account Managers with client-specific tasks and ensuring the smooth execution of service deliverables. The ideal candidate will thrive in a collaborative environment and be eager to learn and grow within the insurance industry.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist Account Managers with day-to-day client service tasks</li><li>Prepare and maintain client documentation and records</li><li>Coordinate with internal teams to ensure timely delivery of solutions</li><li>Support the development of customized insurance programs</li><li>Handle administrative duties related to client accounts</li></ul><p>This is role is 100% in office. </p><p><br></p>
We are in search of a Customer Support Manager to join our team in UPPER CHICHESTER, Pennsylvania. The role entails overseeing customer service operations, ensuring customer satisfaction, and maintaining a high-quality support team. The successful candidate will be expected to manage customer inquiries, monitor performance, and continuously improve our customer service procedures.<br><br>Responsibilities:<br><br>• Supervise the daily operations of the customer support team to ensure efficiency and customer satisfaction.<br>• Train new team members on our customer service policies and best practices.<br>• Maintain open lines of communication, acting as the escalation point for complex customer inquiries or complaints.<br>• Regularly review customer interactions for quality assurance and identify areas for improvement.<br>• Keep the team updated on changes to company products and services.<br>• Develop and maintain knowledge-based documents, such as frequently asked questions and procedure manuals.<br>• Identify and recommend improvements to our customer service procedures to senior management.<br>• Support both internal and external customers as needed.<br>• Ensure all customer inquiries and issues are resolved promptly and professionally.<br>• Monitor team performance and conduct regular quality control to minimize errors. <br><br>Note: This role requires proficiency in Salesforce Configuration and other listed skills such as Account Reconciliation, Accounts Payable (AP), Accounts Receivable (AR), Billing, Data Entry, Invoice Processing, Microsoft Excel, Oracle, QuickBooks, SAP, and Customer Service.
<p>The AV Account Manager will also be responsible for opportunity management, reporting to the SVP of Sales. He/she is expected to independently and actively seek new clients. While referrals are common, Account Managers are responsible for "filling the sales funnel" on their own and are held accountable for their own prospecting and sales efforts.</p><p>Notwithstanding the independence for prospecting and sales, Account Managers work collaboratively with each other as well as with Marketing, Operations, Finance and other teams to facilitate being able to deliver comprehensive solution proposals to the potential client.</p><p>Primary functions of the AV Account Manager include but are not limited to:</p><p>• Pursue audio visual integration business opportunities for AVX within enterprise corporate space, as well as other potential growth markets. This is accomplished through cold or referred sales calls and meetings, active networking and inquiry, etc.</p><p>• Identify client needs, select appropriate products and solutions to meet or exceed those needs, and propose solutions for client. Deliver and perform follow up activities as needed.</p><p>• Cultivate client relationships by being both responsive and proactive with the client’s key stakeholders.</p><p>• Input customer information into the organization’s client management platform to ensure accurate records and efficient communication between sales staff and company departments.</p><p>• Update sales funnel records (sales stages such as lead follow up, quoting, order processing, etc.) in organization’s client management platform to ensure and report on up-to-date sales forecasts/projections.</p><p>• Document orders accurately to best enable logistics and follow up to ensure timely and effective processing. Collaborate with team for alternative plans if necessary.</p><p>• Working collaboratively others, identify alternative solutions for the client should original ideas/products/solutions not be available.</p><p>• Working collaboratively with service teams, help identify new products/solutions for previous clients who may be facing obstacles due to products obsolescing.</p><p>Account Managers are often required to meet with potential or current clients out of the office, so they are expected to have reliable and business appropriate transportation, proof of valid driver's license and insurance, and a clean driving record.</p><p>Requires pre-employment drug testing, criminal background screening and reference checking; successful candidates will have satisfactory results in all three of those areas.</p><p>If you want to be a part of this dynamic industry and build your career with a company worthy of your talent, the Senior VP of Sales would love to meet you!</p><p><br></p><p><br></p>
<p>We are looking for a dedicated Customer Service Manager to lead and oversee a team of customer service professionals. In this role, you will ensure the seamless execution of the order process from initiation to fulfillment, while fostering a high level of customer satisfaction. The ideal candidate will bring strong leadership skills and a deep understanding of customer service operations.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage a team customer service representatives, providing guidance and support to meet performance goals.</p><p>• Oversee the entire order process, ensuring accuracy and timely fulfillment to meet customer expectations.</p><p>• Address and resolve customer inquiries and issues promptly, maintaining high levels of satisfaction.</p><p>• Implement and monitor customer service protocols to ensure consistent delivery of quality service.</p><p>• Train and mentor team members to enhance their skills and improve overall team performance.</p><p>• Collaborate with other departments to streamline processes and enhance operational efficiency.</p><p>• Analyze customer service metrics to identify areas for improvement and implement corrective actions.</p><p>• Handle escalated customer service issues with professionalism and poise.</p><p>• Ensure compliance with company policies and procedures across all customer service activities.</p>
<p>Client Service Associate</p><p>Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.</p><p>Key Responsibilities</p><p>· Enter and maintain accurate client information in firms systems.</p><p>· Review new business, renewals, and endorsements for accuracy.</p><p>· Respond to client inquiries promptly and professionally.</p><p>· Assist with rating new business and providing marketing recommendations.</p><p>· Prepare proposals to help clients understand their options.</p><p>· Follow up on outstanding items and manage open activities.</p><p>· Identify cross-selling and up-sale opportunities.</p><p>· Report and monitor claims, ensuring proper follow-up per procedures.</p><p>· Maintain up-to-date knowledge of policies.</p><p>· Build strong relationships with 3rd parties, producers, and teammates.</p><p>Qualifications</p><p>· Preferred Experience: Client support in financial services with insurance industry experience.</p><p>· Licensing: State insurance license (or willingness to obtain).</p><p>· Technical Skills: Proficiency with systems, Microsoft Office, and data entry.</p><p>· Soft Skills: Strong communication, customer service focus, and organizational abilities.</p><p>This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.</p><p>Ready to Apply? Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click the application link to get started!</p><p><br></p>
<p>Are you passionate about building strong relationships and driving financial success? Join our client's dynamic team as a Relationship Manager, where you'll play a pivotal role in helping clients achieve their financial goals while fostering trust and collaboration. In this exciting position, you'll leverage your expertise in financial solutions and client engagement to manage and grow a diverse portfolio of clients. If you're a proactive problem solver with exceptional communication skills and a deep understanding of the financial industry, we want to hear from you! Take the next step in your career and be part of an organization that values innovation, teamwork, and client-centric success.</p><p><br></p><p>Responsibilities: </p><ul><li>Manage and maintain client relationships effectively</li><li>Communicate clearly and efficiently with clients and team members</li><li>Ensure strict adherence to compliance regulations within the company</li><li>Utilize Series 65 skills in managing client portfolios</li><li>Implement wealth management strategies for clients</li><li>Resolve client inquiries promptly and in a detail-oriented manner</li><li>Monitor client accounts regularly and take necessary actions</li><li>Process client applications accurately and efficiently.</li></ul>
<p>A prestigious <strong>wealth management firm in Rancho Santa Fe</strong> is seeking a <strong>Senior Client Service Associate</strong> to join their close-knit, high-performing team. This is a career-defining opportunity for a polished professional who takes pride in excellence, precision, and relationship management at the highest level. In this role, you’ll serve as the right hand to advisors—handling complex administrative and client service responsibilities, improving workflows, and ensuring a seamless experience from every touchpoint. You’ll be the steady foundation that allows the advisory team to focus fully on strategy and client engagement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate and oversee all client account activity, ensuring timely and accurate execution of requests.</li><li>Anticipate client and advisor needs, managing schedules, follow-ups, and service requests with discretion and efficiency.</li><li>Lead the preparation of reports, portfolio reviews, and meeting documentation for clients and prospects.</li><li>Collaborate with advisors to enhance client workflows, refine service standards, and improve overall operational processes.</li><li>Support compliance and documentation processes while maintaining strict confidentiality.</li><li>Manage client onboarding and transitions with precision and care.</li><li>Serve as a mentor to junior staff, setting an example of excellence in service, accuracy, and communication.</li></ul>
<p>We are looking for a dedicated Client Services Representative to join our team in Miami, Florida. In this role, you will play a vital part in managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service. The ideal candidate is bilingual in Spanish and English, has a strong background in wealth management, and excels in handling complex financial transactions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions.</p><p>• Process money movements, including credit card transfers and account transactions, with precision.</p><p>• Facilitate the setup and management of new client accounts while adhering to compliance standards.</p><p>• Handle password resets and maintain secure access for client accounts.</p><p>• Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance.</p><p>• Act as a liaison between clients and legal or financial teams, ensuring effective communication.</p><p>• Provide support for estate and trust-related matters, offering tailored solutions.</p><p>• Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns.</p><p>• Collaborate with internal teams to enhance service delivery and operational efficiency.</p><p>*Ensure compliance and manage W-8 forms processes</p><p>*Expense and Regulatory coordination</p><p>*Oversee and track trade blotter and ensure proper archiving</p><p> </p><p>If you are interested in hearing more about this role, please call me Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
<p><strong>Overview:</strong></p><p> We are seeking a dynamic Payroll Relationship Manager to support small and medium-sized business clients with a comprehensive payroll solution. As a Payroll Relationship Manager, you will guide clients through the onboarding, activation, and ongoing support process, ensuring a seamless payroll experience and efficient tax compliance. This is an ideal opportunity for those who thrive in a collaborative and fast-paced environment while delivering exceptional client service.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Consultation & Solutioning:</strong></li><li>Advise clients on payroll solutions, including payments and payroll support.</li><li>Collaborate with Business Development, Relationship Managers, and Product teams to recommend tailored payroll services.</li><li><strong>Onboarding & Activation:</strong></li><li>Lead the onboarding process, ensuring a smooth setup and activation of the payroll solution.</li><li>Oversee client training on payroll platform features, including integration with tax filing automation.</li><li><strong>Client Relationship Management:</strong></li><li>Serve as the primary contact for payroll clients, addressing inquiries and troubleshooting issues.</li><li>Manage client feedback and advocate for process improvements.</li><li><strong>Sales & Cross-Sell:</strong></li><li>Execute product pilots and nurture leads in partnership with Marketing.</li><li>Cross-sell value-added payroll and payment services to existing clients to drive revenue and client loyalty.</li><li><strong>Process Improvement:</strong></li><li>Identify opportunities to enhance onboarding, activation, and ongoing support processes.</li><li>Contribute to feedback loops with sales leadership, marketing, and product teams.</li></ul>
We are looking for an experienced Account Manager to join our team on a contract basis in Los Angeles, California. This position focuses on delivering exceptional service to clients by overseeing operational excellence, optimizing processes, and driving continuous improvement initiatives. The ideal candidate will lead teams effectively to meet performance goals and ensure seamless communication between operations and client services.<br><br>Responsibilities:<br>• Oversee the quality of service delivery across the client’s Reprographics Office printer fleet.<br>• Implement and maintain standardized processes for all operational activities.<br>• Monitor operational controls and ensure timely fulfillment of management reporting requirements.<br>• Execute action items outlined in account plans to drive client satisfaction.<br>• Foster open communication between operations and client services to address critical issues effectively.<br>• Manage staff performance by setting clear objectives, providing feedback, and encouraging skill development.<br>• Promote a culture of continuous improvement and high performance within the team.<br>• Investigate and resolve escalated client issues, ensuring significant matters are communicated to leadership.<br>• Analyze and manage performance metrics against contract targets to achieve operational goals.<br>• Train and mentor team members, offering development opportunities to enhance their skills and expertise.
<p><strong>Robert Half has partnered with a great company in Lakewood in search of an Account Manager! The Account Manager position is a great role for someone looking to grow their start and grow their career with a wonderful organization! The Account Manager position is paying $60,000 + bonus!</strong></p><p><br></p><p><strong>The Account Manager will be responsible for the following: </strong></p><ul><li>Work in a team environment to assist colleagues with client and prospect needs for insurance coverage, program design, pricing structure and accounting functions</li><li>Assist Sr. Account Managers with administering multiple lines of commercial insurance, including property and liability programs</li><li>Performs routine data entry and MS Excel manipulation</li><li>Process monthly resident liability insurance program reports in MS Excel</li><li>Invoice individual properties in Agency Management System</li><li>Assist Sr. Account Managers with managing clients and carriers on day-to-day communication for policies endorsements, audits, accounting, and billing</li><li>Prepare claim reimbursement files including maintain loss run by client as may be required</li><li>Prioritize fluctuating workload to meet specific SRP and client/Sr. Account Manager needs as may be required</li><li>Other duties and special projects as may be required</li></ul><p><strong>Requirements for the Account Manager include:</strong></p><ul><li>Bachelor's Degree in Business, Finance, Economics or related field</li><li>Proficient with pivot tables & vlookups in MS Excel</li><li>Eager to learn & grow</li></ul><p><strong>If interested in the Account Manager position, please click "Apply Now" below!</strong></p>
<p>A growing <strong>professional services firm in San Diego</strong> is seeking a personable and detail-oriented <strong>Client Services Coordinator</strong> to join their team. This position plays a key role in supporting clients, managing projects, and ensuring that all communications and deliverables meet the company’s high standards of service.</p><p>This is a great role for someone who loves working with people, balancing multiple priorities, and being the bridge between clients and internal teams.</p><p><br></p><p>💬 <strong>What You’ll Do</strong></p><ul><li>Serve as the first point of contact for clients — manage inquiries, schedule meetings, and ensure prompt follow-up.</li><li>Support project coordination, documentation, and client onboarding processes.</li><li>Maintain accurate client records in CRM systems and track ongoing engagement activities.</li><li>Collaborate with internal departments to ensure timely completion of deliverables.</li><li>Prepare client-facing materials, reports, and presentations.</li><li>Anticipate client needs and provide proactive communication and solutions.</li></ul>
<p>Join a well-established, independent wealth management firm with a long-standing reputation for delivering personalized investment strategies to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent opportunity for a motivated, detail-oriented professional looking to grow within the private wealth management space. You’ll be working directly with high-net-worth clients and gain hands-on exposure to multiple areas of the business—from onboarding and account servicing to client communications and marketing support.</p><p><br></p><p>Responsibilities of this position will include:</p><p>· Manage new client onboarding and account setup</p><p>· Handle day-to-day service requests (wires, transfers, maintenance)</p><p>· Support relationship management for select clients</p><p>· Liaise with attorneys, accountants, and custodians</p><p>· Prepare client communications and quarterly reports</p><p>· Assist in marketing efforts: update materials, create presentations, and support email campaigns</p><p>· Participate in developing better client communications and social media initiatives</p><p><br></p><p>For immediate consideration for this position please email Alex.Muzaurieta@roberthalf.</p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>Are you a client-focused professional with a passion for financial services and a drive to grow your career in wealth management? Join a dynamic and rapidly expanding investment advisory firm that values continuous learning, collaboration, and excellence in client service.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you’ll play a pivotal role in supporting high-net-worth clients and ensuring the smooth operation of portfolio activities. You’ll be part of a knowledgeable and supportive team, receive hands-on training in industry-leading tools and technologies, and contribute meaningfully to client relationships and operational success.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to sophisticated clients.</li><li>Process account openings, transfers, closures, and other documentation.</li><li>Prepare and execute trades and client transactions promptly.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain accurate and confidential client records.</li><li>Ensure compliance with regulatory requirements and internal policies.</li><li>Monitor and respond to client communications with urgency and professionalism.</li><li>Track client scheduling and meeting documentation.</li><li>Reconcile client portfolios with custodial records and maintain data integrity.</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k).</li><li>A culture of learning with training in industry tools like FactSet, Bloomberg, and Morningstar Direct.</li><li>Opportunities for career advancement and skill development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a detail-oriented Client Services Representative to join our wealth management team in Miami, Florida. In this role, you will handle a variety of client-related tasks, ensuring high-quality service for high-net-worth individuals. This position focuses on managing client accounts, facilitating financial transactions, and maintaining compliance with legal and regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the management of client accounts, ensuring accuracy and timely service.</p><p>• Handle money movement tasks, including credit card transactions and account transfers.</p><p>• Coordinate the setup of new accounts, ensuring all processes are completed efficiently.</p><p>• Assist clients with password resets and other account-related technical support.</p><p>• Ensure all documentation and reports comply with legal and regulatory requirements.</p><p>• Serve as the primary liaison for legal and financial communications on behalf of clients.</p><p>• Support clients with estate and trust-related matters, providing guidance and coordination.</p><p>• Maintain strong client relationships by delivering exceptional service and addressing inquiries promptly.</p><p><br></p><p>*** Preferable someone with series 7 or 65</p><p><br></p><p>If you are interested in hearing more about this opportunity, please call Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
<p><strong>Position Overview:</strong></p><p>Robert Half is seeking an experienced <strong>Account Manager</strong> to join our client’s team on a <strong>long-term contract basis</strong> located in Norton, Ohio. In this role, the Account Manager will manage a portfolio of customer accounts, ensuring the seamless <strong>coordination and scheduling</strong> of services and inspections. Success in this role requires <strong>exceptional organizational skills</strong>, <strong>strong communication abilities</strong>, and a proactive approach to delivering a positive customer experience.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Coordination and Scheduling:</strong> Organize service appointments and inspections for assigned customer accounts, ensuring timely delivery.</li><li><strong>Customer Service:</strong> Manage high volumes of inbound calls, providing professional and efficient responses to customer inquiries.</li><li><strong>Cross-Departmental Collaboration:</strong> Work closely with internal teams such as service, payroll, accounts payable, and accounts receivable to align processes and ensure a smooth workflow.</li><li><strong>Data Management:</strong> Maintain accurate and up-to-date tracking reports utilizing Excel daily.</li><li><strong>Client Relationship Management:</strong> Build and maintain strong relationships with customers, ensuring satisfaction and long-term account performance.</li><li><strong>Progress Monitoring:</strong> Track the status of services and inspections, communicate updates to customers, and relay relevant information to internal teams.</li><li><strong>Operational Support:</strong> Address outstanding tasks, resolve customer or process-related issues efficiently, and support broader department operations.</li><li><strong>Team Growth Adaptation:</strong> Assist in scaling workloads and operations to accommodate increased customer demands.</li><li><strong>Reporting and Documentation:</strong> Prepare necessary reports and documentation for account reviews and audits as required.</li><li><strong>Performance Strategy:</strong> Participate in team meetings with supervisors and managers, presenting insights and strategies to improve account processes and performance.</li></ul>
We are looking for a detail-oriented Account Manager to join our team in Dania Beach, Florida. In this role, you will serve as the primary link between our agency and client partners, ensuring the seamless execution of creative projects, advertising campaigns, and marketing initiatives. The ideal candidate is organized, communicative, and thrives in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee and execute creative, print, media, and web-related projects from inception to completion.<br>• Act as the primary point of contact for client interactions, ensuring clear communication and alignment on project goals.<br>• Develop and maintain comprehensive project schedules, timelines, and task lists for efficient workflow.<br>• Coordinate with design teams to disseminate project information and facilitate collaboration.<br>• Organize and lead weekly internal team meetings and client conference calls to provide updates and gather feedback.<br>• Utilize project management tools to track progress, schedule tasks, and ensure deadlines are met.<br>• Manage the deployment of email marketing campaigns and digital initiatives.<br>• Maintain organized records of all project documents, including approvals, audits, and reconciliations.<br>• Submit approved creative materials to vendors, media outlets, or designated recipients.<br>• Assist in the management of video production, photography, and special projects as needed.
Robert Half has partnered with a service provider in Lakewood in search of an Account Manager! The Account Manager position is offering great growth opportunities, competitive benefits, and is paying $60,000 + bonus! <br> The Account Manager will be responsible for the following: Work in a team environment to assist colleagues with client and prospect needs for insurance coverage, program design, pricing structure and accounting functions Assist Account Managers with administering multiple lines of commercial insurance, including property and liability programs Performs routine data entry and Microsoft Excel manipulation Process monthly resident liability insurance program reports in Microsoft Excel Invoice individual properties in Agency Management System Assist Account Managers with managing clients and carriers on day-to-day communication for policies endorsements, audits, accounting, and billing Prepare claim reimbursement files including maintain loss run by client as may be required Requirements for the Account Manager include: Bachelor's Degree in Business, Economics, Finance, or related field Proficient in Microsoft Excel with Pivot Tables & VLOOKUPs If interested in the Account Manager position, please click "Apply Now" below!
