298 Results for Client Services Specialist Jobs

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Client Services Specialist

Irving, TX
onsite
Temporary / Contract
19 - 24 USD / Hourly
We are looking for a Client Services Specialist to support event-related client interactions and deliver a high standard of service for attendees, exhibitors, and internal teams. This is a Contract position with an initial 12-week assignment and potential for longer-term opportunity. The person in this role will help ensure event information is accurate, customer questions are resolved efficiently, and service processes are continuously improved to create a strong overall experience. Responsibilities:• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.• Process and update registrations across various event systems with a high level of accuracy and attention to detail.• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.
2026-10-19T00:00:00Z

Client Services Specialist

Oceanside, CA
onsite
Temporary / Contract
28 - 32 USD / Hourly
More than customer service — become the person clients remember.A well-established North County organization is adding a Customer Experience & Client Services Specialist to its growing team. This opportunity is ideal for someone who enjoys building relationships, solving problems, and keeping customers informed from the first interaction through final resolution.The company is looking for someone who can balance a friendly, approachable communication style with strong follow-through and organization. You'll be working with customers, internal departments, and operations teams to coordinate requests, resolve issues, and make sure nothing falls through the cracks. This is a great fit for someone who enjoys a fast-moving office environment and wants a position that offers variety throughout the day. The ideal candidate is confident on the phone, comfortable managing a busy inbox, and knows how to turn a frustrated customer interaction into a productive conversation. You'll have ownership over customer requests rather than simply transferring calls or passing issues along. What you'll be doing:<ul><li>Serve as a primary point of contact for incoming customer calls, emails, and service inquiries.</li><li>Respond to questions regarding orders, account information, scheduling, billing, and service updates.</li><li>Enter customer requests, orders, and account changes into internal systems.</li><li>Monitor open cases and follow up with internal departments to ensure timely resolution.</li><li>Coordinate service appointments, deliveries, customer requests, and scheduling changes.</li><li>Investigate discrepancies and communicate solutions in a clear, professional manner.</li><li>Maintain accurate customer records, notes, and correspondence.</li><li>Assist with invoice questions, payment follow-ups, and basic account reconciliation.</li><li>Prepare daily activity reports and communicate recurring customer concerns to management.</li><li>Work closely with sales, operations, and administrative teams to improve the overall customer experience.</li></ul>
2026-10-02T00:00:00Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
24 - 28 USD / Hourly
We are looking for a Client Services Specialist to support event participants, exhibitors, and internal teams by delivering responsive, high-quality service throughout the event lifecycle. This is a Contract position based in Irving, Texas offering an initial 12-week assignment with potential for longer-term opportunity. The person in this role will help ensure registration, exhibitor services, and event communications run smoothly while contributing ideas that strengthen the overall customer experience. Responsibilities:• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.• Take on additional assignments that support team objectives and evolving business needs.
2026-10-19T00:00:00Z

Client Services Specialist

Reno, NV
onsite
Temporary to Hire
25 - 32 USD / Hourly
We are looking for a Client Services Specialist to join a financial services team in Reno, Nevada. This position blends client-facing administrative support with behind-the-scenes planning coordination, making it ideal for someone who is organized, thorough, and comfortable managing multiple priorities. The role will support advisors through account administration, meeting coordination, client communication, and financial planning preparation while helping deliver a strong client experience in a collaborative team setting. Responsibilities: • Coordinate client appointments, manage calendars, and prepare materials needed for advisor meetings. • Support the development of financial planning documents by organizing client information and assisting with retirement and planning projections. • Review and interpret client financial details to help advisors prepare informed planning recommendations. • Assist with account setup, maintenance activities, and onboarding tasks while ensuring required forms are completed accurately. • Process service requests such as asset transfers, distributions, and other account-related documentation in a timely manner. • Respond to client inquiries by phone and email, providing clear updates and addressing routine service needs. • Examine insurance, tax, and estate-related documents to help organize planning files for advisor review. • Conduct investment and portfolio-related research to support internal planning discussions and follow up on next steps after client meetings.
2026-10-06T00:00:00Z

Client Services Representative

Appleton, WI
onsite
Permanent / Full Time
38000 - 54000 USD / Yearly
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. Responsibilities:• Welcome clients and guests warmly while creating a welcoming and detail-focused front-office experience.• Manage inbound and outbound mail by receiving, organizing, and distributing items in a timely manner.• Track office supply levels, replenish inventory, and coordinate orders to keep the workplace running efficiently.• Digitize records, organize documentation, and maintain accurate physical and electronic filing systems.• Update and maintain client information within the CRM system to support reliable recordkeeping and communication.• Proofread letters, forms, and other written materials to ensure accuracy and readability.• Support special assignments and provide general administrative assistance across the office as business needs arise.• Prepare and submit documentation for both new and existing accounts and coordinate follow-up activities as needed.• Assist with client account servicing by working with external partners, handling check processing, monitoring fund movements, and assembling meeting materials for upcoming client appointments.
2026-10-02T00:00:00Z

Client Services Representative

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

Customer Service Specialist

West Palm Beach, FL
onsite
Permanent / Full Time
65000 - 85000 USD / Yearly
Robert Half Finance & Accounting is working with an industry leading manufacturing client with global operations seeking a Customer Service Specialist to add to their team. In this role, you will support order management and customer communications for a fast-paced distribution environment while working across various departments within the company. This role serves as a key point of contact for customers (both domestic & international), distributors, and internal teams by ensuring orders, product requests, and service issues are handled accurately and efficiently. The ideal candidate brings strong administrative and customer service experience, communicates clearly, and is comfortable coordinating with shipping and sales teams to deliver a high-quality customer experience. Responsibilities:• Manage incoming customer, distributor, and internet orders from receipt through completion while maintaining accuracy and timely follow-up.• Provide clear information to customers regarding product pricing, stock status, shipping timelines, and available discounts.• Handle requests for product literature, price books, instruction manuals, and related support materials.• Coordinate special parts orders and product sample requests for customers as well as the sales team.• Work closely with the shipping department to align order fulfillment, delivery details, and logistics needs.• Respond promptly to email inquiries from distributors and homeowners with accurate and attentive service.• Support the resolution of product returns, warranty matters, and shortage claims by gathering details and coordinating next steps.• Build and maintain positive customer relationships through responsive service and consistent communication.• Assist with additional administrative and service-related tasks as needed to support daily operations.
2026-09-22T00:00:00Z

Customer Service Specialist

Honolulu, HI
onsite
Temporary to Hire
16.15 - 18.7 USD / Hourly
We are looking for a Customer Service Specialist to support daily operations for the warehouse in Hawaii. This contract-to-permanent opportunity is ideal for someone who enjoys helping people, managing administrative duties, and keeping information organized in a fast-paced service environment. The person in this role will serve as a key point of contact for individuals seeking program information while providing dependable coordination and office support. Preference will be given to Hawaii residents due to the onsite nature of this role. To apply, please call us at 808-531-0800. Responsibilities:• Assist callers and visitors by answering questions about available programs and services in a thorough and helpful manner.• Coordinate and confirm pickup times and client appointments to support smooth day-to-day scheduling.• Enter and maintain accurate information in internal records and tracking systems.• Speak with clients to gather feedback and complete surveys in a respectful and organized way.• Support administrative activities tied to human services programs, including document handling and routine office tasks.• Communicate clearly by phone, email, and in writing with clients, staff, and community contacts.• Work closely with team members and partner programs to ensure responsive service for a diverse population.
2026-10-13T00:00:00Z

Client Service Specialist II

St. Petersburg, FL
onsite
Temporary / Contract
16 - 18 USD / Hourly
We are looking for a Client Service Specialist II to support commercial and corporate banking clients from our St. Petersburg, FL location. This Long-term Contract position focuses on delivering responsive, accurate service across deposit account onboarding, treasury-related support, and client issue resolution. The ideal candidate brings strong banking knowledge, excellent communication skills, and the ability to coordinate effectively with internal partners to ensure a seamless client experience. Responsibilities:• Guide clients through onboarding activities for deposit accounts and treasury services, helping ensure timely completion and a smooth service experience.• Respond to client inquiries with urgency and accuracy, assessing needs carefully and taking appropriate action to resolve concerns.• Coordinate with internal teams to maintain clear communication, align on next steps, and support consistent service delivery.• Serve as a client advocate by connecting customers with specialized internal resources when more advanced support is required.• Investigate service-related questions and follow through on research requests until a clear resolution is provided.• Recognize opportunities to introduce relevant banking solutions and refer clients to appropriate business line partners.• Maintain detailed records and correspondence using banking platforms, email, and CRM tools such as Salesforce.• Support day-to-day banking operations while managing multiple priorities in a fast-paced service environment.
2026-10-19T00:00:00Z

Client Relationship Specialist

Chicago, IL
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Job Description:We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities:<ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul>
2026-10-20T00:00:00Z

Client Services Associate

Houston, TX
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly. Responsibilities:• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.
2026-10-02T00:00:00Z

Client Services Associate

Portage, MI
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for a detail-oriented Client Services Associate to support a high-quality client experience in Portage, Michigan. This position works closely with internal partners to coordinate meeting preparation, manage account-related activities, and help keep client information accurate and current. The ideal candidate brings financial services experience, strong organizational ability, and a careful approach to handling sensitive information. Responsibilities: • Partner with advisors and investment professionals to organize materials, recommendations, and supporting documents in advance of client appointments. • Participate in client meetings as needed and carry out next steps promptly to ensure timely follow-through. • Guide new clients through the onboarding process by gathering required details and completing account-opening documentation. • Update and maintain client records within company systems, with a strong focus on precision and data integrity. • Process service requests such as beneficiary revisions, address updates, required minimum distributions, transfers, and movement of funds accurately and on schedule. • Carry out trade-related activities based on direction from the investment team while following established procedures. • Work with custodians, mutual fund companies, and other financial institutions to complete transactions and help resolve account issues. • Enter client information into financial planning tools and support analysis and presentation preparation for client-facing discussions. • Protect confidential client data and perform all work in accordance with regulatory and compliance standards.
2026-10-19T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-10-05T00:00:00Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Senior Client Services Specialist

Irving, TX
onsite
Temporary / Contract
20 - 23 USD / Hourly
We are looking for a Senior Client Services Specialist to join our team in a Contract role. This 12-week opportunity is ideal for a client-focused specialist who can manage commercial portfolio support, strengthen exhibitor and stakeholder relationships, and help deliver high-quality event experiences. The position combines day-to-day service coordination with process improvement, cross-functional collaboration, and occasional travel to support on-site event operations. Responsibilities: • Act as the main point of contact for assigned commercial accounts, delivering responsive support and building strong client relationships throughout the event lifecycle. • Create and carry out outreach efforts that keep clients informed, address questions early, and encourage greater participation and satisfaction. • Gather input from exhibitors and internal partners, review service workflows, and recommend practical changes that improve the overall customer experience. • Work closely with cross-functional teams to coordinate service delivery, resolve issues efficiently, and maintain smooth operational execution. • Travel to event sites as needed to oversee service areas, support floor operations, and help ensure a well-organized experience for clients and attendees. • Partner with contractors and external vendors to align service expectations, support event execution, and maintain productive working relationships. • Contribute to the preparation and review of exhibitor service materials, ensuring information is clear, accurate, and aligned with event policies and safety requirements. • Assist with financial and account-related activities such as billing coordination, reconciliations, and other support tied to client service operations when needed.
2026-10-19T00:00:00Z

Customer Support Specialist

Vista, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
A growing North County manufacturer is seeking a responsive, organized Customer Support & Order Management Specialist to serve as a key connection between customers, sales, warehouse operations, and logistics. This is an excellent opportunity for someone who enjoys helping customers but also likes the administrative and operational side of getting things done.You'll manage customer inquiries from initial order entry through delivery updates and resolution of any issues. The team needs someone who can stay organized when priorities change, communicate clearly when something goes off track, and make sure customers receive accurate information rather than being passed from department to department. Your responsibilities will include:<ul><li>Respond to customer inquiries by phone and email regarding orders, products, availability, and delivery schedules.</li><li>Enter customer orders and verify pricing, quantities, shipping details, and purchase order information.</li><li>Monitor open orders and communicate status updates to customers.</li><li>Coordinate with warehouse and logistics teams regarding shipments, delays, and delivery changes.</li><li>Investigate order discrepancies, damaged shipments, returns, and missing items.</li><li>Process order changes, cancellations, credits, and replacement requests according to company procedures.</li><li>Maintain accurate customer account notes and order records.</li><li>Work with sales representatives to resolve customer concerns and improve service.</li><li>Follow up on outstanding issues until the customer receives a clear resolution.</li><li>Prepare order reports and track recurring customer service issues.</li><li>Assist with account setup and customer documentation.</li><li>Identify workflow improvements that reduce order errors and response times.</li></ul>
2026-10-13T00:00:00Z

Customer Support Specialist

Bethesda, MD
onsite
Temporary / Contract
22 - 28 USD / Hourly
We are seeking a Customer Support Specialist to join our team and deliver outstanding service to customers through timely, professional, and solutions-focused support. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately. Responsibilities:<ul><li>Respond to customer inquiries via phone, email, and chat</li><li>Resolve issues and document outcomes in CRM systems</li><li>Escalate complex issues to internal teams</li><li>Identify service trends and improvement opportunities</li></ul>
2026-10-07T00:00:00Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000 - 100000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 San Carlos, CA (Hybrid)🏢 Established Wealth Management Firm💰 Competitive Base + Bonus Join a growing advisory team in a hybrid client service role supporting both wealth management operations and insurance-related client needs. This opportunity requires strong client service experience and insurance expertise, with an eagerness to develop it in a collaborative, growth-focused environment. An excellent opportunity for a highly organized, client-focused professional who enjoys building relationships, managing complex workflows, and contributing to a collaborative, growth-oriented team. The RoleThe Client Service Associate will serve as a primary point of contact for clients while managing a variety of operational, administrative, and insurance servicing responsibilities. The role combines traditional wealth management client service functions with insurance case management and planning support, offering broad exposure across advisory operations. Key Responsibilities<ul><li>Manage client account servicing, including account openings, beneficiary updates, money movement requests, rollovers, and account maintenance.</li><li>Support life insurance and annuity operations, including application processing, underwriting coordination, carrier communication, policy servicing, and contract delivery.</li><li>Serve as a primary contact for client inquiries and service requests via phone, email, and virtual meetings.</li><li>Maintain accurate client records, workflows, and activity tracking within CRM and planning systems.</li><li>Coordinate with custodians, insurance carriers, and internal team members to ensure timely execution of client requests.</li><li>Track compliance-related activities, documentation, and operational processes.</li><li>Assist with financial planning support, client onboarding, data gathering, and plan preparation.</li><li>Manage advisor scheduling and client meeting coordination.</li><li>Support referral tracking, marketing initiatives, and client engagement efforts.</li><li>Assist with special projects and operational improvements as needed.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-05T00:00:00Z

Client Service Associate

San Mateo, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-02T00:00:00Z

Client Services Coordinator

San Mateo, CA
onsite
Temporary / Contract
27 - 29 USD / Hourly
We are looking for a Client Services Coordinator to support individuals and families by connecting them with housing-focused services and community-based assistance in San Mateo, California. This Long-term Contract position is well suited for someone who can balance compassionate client support with strong organization and follow-through in a fast-paced environment. The person in this role will help clients navigate available resources, coordinate service plans, and contribute to stable housing outcomes through responsive and attentive service delivery. This role will require some travel throughout San Mateo County (mileage can be expensed). Apply today to be considered! Responsibilities:• Meet with clients to complete intake conversations, screenings, and initial evaluations in order to understand immediate barriers and identify practical housing options.• Provide timely support during urgent situations, help clients create individualized stability plans, and guide efforts aimed at reducing the risk of homelessness.• Link individuals and families to rental help, utility assistance, public benefits, and other local programs that address essential needs.• Research housing availability, engage with property owners and managers, and assist clients throughout the process of securing appropriate housing placements.• Represent client needs through referrals, partner coordination, and problem-solving with service agencies, landlords, and community organizations.• Prepare and maintain thorough case documentation, ensure records are current, and protect sensitive information in accordance with privacy expectations.• Enter service data accurately, monitor client progress, and support reporting activities that measure outcomes and overall program performance.• Work closely with colleagues and external partners to improve service coordination and strengthen results for clients receiving support.• Carry out daily responsibilities in alignment with organizational standards and all applicable local, state, and federal requirements.
2026-10-20T00:00:00Z

Patient Services Specialist

Atlanta, GA
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for a detail-oriented Patient Services Specialist to support patient service operations for a medical device organization in Atlanta, Georgia. This contract position with the potential to become permanent plays an important role in coordinating device-related workflows, maintaining accurate records, and helping ensure timely service for patients and customers. The ideal candidate brings strong administrative ability, a service-focused mindset, and the organization skills needed to manage multiple tasks in a fast-paced environment. Responsibilities: • Enter and process new patient details in internal platforms and Salesforce with a high level of accuracy. • Prepare and activate patient devices in accordance with order and service requirements. • Review, attach, and maintain supporting documentation for each device request based on customer needs. • Generate shipment labels and confirm that shipping information is complete and correct before dispatch. • Upload required reports and maintain current records within company systems. • Monitor outbound and return deliveries, keeping visibility on device movement to and from patients. • Provide occasional support with patient scheduling and coordination of device assignments. • Proactively identify potential delivery obstacles, communicate with internal teams and customers, and help resolve issues to avoid service delays. • Follow attendance expectations, workplace safety standards, and established operating procedures while completing daily responsibilities.
2026-10-15T00:00:00Z

Customer Success Specialist

Rayville, LA
onsite
Temporary to Hire
17 - 20 USD / Hourly
We are looking for a detail-oriented Customer Success Specialist to support commercial lending operations in Rayville, Louisiana. This contract opportunity with permanent potential is ideal for someone who can manage documentation with precision, coordinate effectively across teams, and help ensure commercial loan files are complete, compliant, and ready for closing. The person in this role will contribute to accurate loan package preparation, documentation review, and due diligence activities tied to commercial and real estate lending. Responsibilities:• Prepare commercial loan and collateral documentation for a variety of lending transactions while maintaining alignment with bank standards and applicable legal requirements.• Review participation loan files for both purchased and sold transactions to confirm completeness, accuracy, and proper execution.• Examine existing loan and collateral records during renewals or new originations to identify and resolve documentation issues tied to previously pledged assets.• Coordinate with attorneys and other external partners when legal support is needed to move commercial loan closings forward.• Gather and evaluate pre-closing materials such as approval records, borrower organizational documents, lien search results, title work, insurance coverage, flood compliance items, environmental reports, and appraisal documentation.• Verify that borrower authority, collateral protection, lien position, and underwriting support meet internal policy expectations before closing.• Support secondary quality reviews of loan packages to reduce documentation errors and strengthen file accuracy prior to finalization.• Work closely with lending and documentation staff to assist with due diligence efforts and the preparation of complete commercial loan files.
2026-10-05T00:00:00Z

Customer Success Specialist

Wilmington, DE
onsite
Temporary to Hire
19 - 19 USD / Hourly
We are looking for a Customer Success Specialist/Claims Processor to support individuals with questions related to unclaimed property claims. This contract opportunity with permanent potential is ideal for someone who is comfortable managing a high volume of inbound calls, guiding customers through claim-related questions, and completing accurate follow-up work in a fast-paced environment. The person in this role will combine strong service skills with careful documentation and sound judgment to help ensure each claim is handled thoroughly and professionally. Responsibilities:• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.• Enter, review, and validate claim data according to established procedures and quality expectations.• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.• Support additional administrative assignments and special projects as business needs require.
2026-09-18T00:00:00Z

Customer Success Specialist

Metairie, LA
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for a Customer Success Specialist to join our team in Metairie, Louisiana in a contract-to-permanent capacity. This opportunity is ideal for someone who excels at supporting clients, managing high-value banking transactions, and coordinating complex loan-related activities with accuracy and professionalism. The role combines customer service, documentation oversight, and cross-functional partnership to help ensure a smooth client experience while maintaining operational and regulatory standards. Responsibilities: • Guide customers and internal partners through complex loan closing activities, ensuring each transaction progresses accurately and on schedule. • Review credit documents, commitment terms, legal paperwork, and supporting records to confirm alignment with approved structures and required conditions. • Create and validate detailed loan documentation packages for multifaceted commercial transactions involving multiple entities, facilities, and collateral types. • Coordinate due diligence items such as insurance, title materials, entity documents, appraisals, public records, and other third-party requirements needed for closing. • Manage funding logistics, settlement details, disbursements, and post-closing follow-up to support complete and accurate transaction processing. • Act as a key resource for questions related to documentation, collateral perfection, compliance expectations, and exception resolution. • Conduct secondary quality checks on closing files prepared by team members and provide clear feedback to strengthen accuracy and consistency. • Track outstanding exceptions and collaborate with servicing, collateral, and production teams to resolve issues with urgency. • Support team effectiveness by sharing knowledge, assisting with training, and contributing to procedural updates, reference tools, and process improvements. • Participate in audits, testing, compliance activities, and operational enhancement efforts, including support for system-related updates when needed.
2026-10-19T00:00:00Z

Customer Success Specialist

Draper, UT
onsite
Temporary / Contract
15.8365 - 18.337 USD / Hourly
We are looking for a Customer Success Specialist to support clients from our Draper, Utah location in a fast-paced Contract role. This position focuses on delivering responsive service, resolving customer concerns efficiently, and creating positive experiences across phone and email channels. The ideal candidate is comfortable managing several browser-based tools at once while helping customers troubleshoot service-related issues with professionalism and care. Responsibilities: • Respond to customer inquiries through inbound calls and email while providing timely, solution-focused support. • Guide customers through account or service concerns and deliver clear updates to ensure a positive overall experience. • Investigate connectivity-related problems and help users resolve issues by walking them through practical troubleshooting steps. • Navigate multiple browser windows and internal systems efficiently to document interactions and access the information needed to assist customers. • Maintain accurate records of customer communications, follow-up actions, and case details within support platforms. • Work collaboratively with internal teams when issues require additional review or escalation to achieve prompt resolution. • Promote strong customer relationships by communicating clearly, setting expectations, and following through on commitments.
2026-10-19T00:00:00Z

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