<p>Robert Half is hiring for a<strong> Client Solutions Manager </strong>for our Technology division in<strong> Davenport, Iowa.</strong></p><p><br></p><p>As a <strong>Client Solutions Manager</strong>, you’ll grow your own client base by driving outreach, building relationships, and creating new opportunities from the ground up. If you thrive on cold calling, prospecting, and winning new business, this role is built for you.</p><p> You’ll build, grow, and manage a pipeline through proactive outreach, cold calling, and strategic relationship building.</p><p><br></p><p><strong>As a Client Solutions Manager, your responsibilities will include:</strong></p><ul><li>Business development: Develop and grow your own client base by marketing our services for contract talent 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>
<p><strong>Technology doesn’t change the world — people do.®</strong> And at Robert Half, we build careers by helping businesses solve real problems with exceptional technology talent. We’re looking for a <strong>Client Solutions Manager</strong> to join our <strong>Robert Half Technology</strong> team in Austin. This role is perfect for someone who loves building relationships, uncovering opportunities, and partnering with companies as a trusted advisor, while working in a collaborative, high‑energy, and supportive environment.</p><p><br></p><p><strong>Why Robert Half?</strong></p><p>Robert Half is the world’s first and largest specialized talent solutions firm—and we continue to raise the bar.</p><p><strong>Recent recognition includes:</strong></p><ul><li>Named a <strong>Fortune® World’s Most Admired Company™</strong> (29 consecutive years)</li><li>Recognized by <strong>Fortune® America’s Most Innovative Companies </strong>(2025)</li><li>Winner of the <strong>2025 CIO 100 Award</strong> for leadership in technology innovation</li><li>Recipient of a <strong>Stevie Award</strong> for AI and machine learning excellence</li></ul><p><strong>Your day‑to‑day will include:</strong></p><ul><li>Introducing our services via video, telephone, and in-person meetings with new and existing clients.</li><li>Developing enterprise-wide relationships with key stakeholders to present Robert Half’s suite of offerings for complex client initiatives requiring senior-level professionals.</li><li>Researching trends in hiring, the labor market and the competitor landscape.</li><li>Delivering and analyzing marketplace insights and industry trends to clients to become a trusted business advisor.</li></ul>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage product roadmaps, ensuring alignment with company goals and customer requirements.</p><p>• Collaborate with stakeholders to gather and prioritize product features and enhancements.</p><p>• Lead cross-functional teams, including engineering, marketing, and design, to deliver high-quality products on schedule.</p><p>• Analyze market trends and competitor activities to inform product strategies.</p><p>• Monitor product performance, gather user feedback, and implement improvements to optimize outcomes.</p><p>• Prepare and deliver presentations to stakeholders, showcasing product progress and strategic initiatives.</p><p>• Work closely with sales and marketing teams to support product launches and promotional efforts.</p><p>• Identify opportunities for innovation and propose new product ideas to meet market demands.</p><p>• Ensure compliance with industry standards and best practices in product development and management Client </p>
<p>Job Type: Talent Solutions</p><p>Job Title: Client Solutions Manager (Technology)</p><p>Assignment Type: Full-Time</p><p>Industry: Technology</p><p><br></p><p><strong>Job Summary</strong></p><p>As a Client Solutions Manager, your responsibilities will include:</p><ul><li><strong>Business development:</strong> Develop and grow your own client base by marketing our services for contract talent 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><strong>Placement activities:</strong> 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><p> </p><p> </p>
<p>Job Type: Talent Solutions</p><p>Job Title: Client Solutions Manager (Technology)</p><p>Assignment Type: Full-Time</p><p>Industry: Technology</p><p><br></p><p><strong>Job Summary</strong></p><p>As a Client Solutions Manager, your responsibilities will include:</p><ul><li><strong>Business development:</strong> Develop and grow your own client base by marketing our services for contract talent 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><strong>Placement activities:</strong> 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><p><br></p>
<p>Job Type: Talent Solutions</p><p>Job Title: Client Solutions Manager (Marketing and Creative)</p><p>Assignment Type: Full-Time</p><p>Industry: Marketing and Creative</p><p><strong>Job Summary</strong></p><p>As a Client Solutions Manager, your responsibilities will include:</p><ul><li><strong>Business development:</strong> Develop and grow your own client base by marketing our services for contract talent solutions using your proven graphic design, marketing, advertising and corporate communications 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><strong>Placement activities:</strong> 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><p><br></p>
<p><em>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]</em></p><p> </p><p>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. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>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.</p><p> </p><p><strong>Responsibilities:</strong></p><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><p><em> </em></p>
We are looking for a dedicated Client Services Specialist to join our team in Miami, Florida. In this role, you will play a pivotal part in supporting clients and ensuring they receive the assistance they need, while maintaining confidentiality and a high standard of conduct. This is a Contract to permanent position within the detail-oriented services industry, offering the opportunity to grow and contribute to our mission of providing exceptional legal support.<br><br>Responsibilities:<br>• Conduct interviews with clients to assess their needs and circumstances.<br>• Screen applicants for eligibility and provide guidance on next steps.<br>• Refer clients to appropriate resources or services based on their specific situations.<br>• Distribute educational materials and general information to applicants for self-help purposes.<br>• Assist with clinics and outreach events organized by the program.<br>• Perform intake duties at designated outreach sites as required.<br>• Communicate effectively with clients, ensuring respect and confidentiality are upheld.<br>• Utilize the case management system to manage and document client interactions.<br>• Collaborate with team members to promote a spirit of teamwork and cooperation.<br>• Adhere to supervisor directions and organizational protocols in daily tasks.
We are looking for a dedicated Client Services Specialist to join our team in Santa Barbara, California. In this role, you will be responsible for ensuring exceptional customer experiences through effective communication and problem-solving. This is a long-term contract position that offers the opportunity to make a meaningful impact by assisting clients with their needs and concerns.<br><br>Responsibilities:<br>• Respond promptly and professionally to customer inquiries via phone, email, and other communication channels.<br>• Troubleshoot connectivity issues and provide clear solutions to clients.<br>• Assist customers in navigating multiple browsers and platforms to resolve technical challenges.<br>• Ensure customer success by addressing concerns and resolving issues efficiently.<br>• Maintain detailed records of customer interactions and follow-ups to ensure resolution.<br>• Collaborate with internal teams to improve service delivery and customer satisfaction.<br>• Handle high-volume call center interactions while maintaining a positive and helpful demeanor.<br>• Provide guidance and support to customers regarding company products and services.<br>• Continuously update knowledge of company offerings to deliver accurate information to clients.
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.</p><p>• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.</p><p>• Assist with client onboarding processes to ensure smooth transitions and effective communication.</p><p>• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.</p><p>• Provide proactive and responsive support for client inquiries regarding investment-related services.</p><p>• Facilitate internal communications for executives, including meeting coordination and administrative support.</p><p>• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.</p><p>• Uphold confidentiality standards for all client and firm-related information.</p><p>• Support executives in streamlining communication and managing priorities related to client services and transactions.</p><p><br></p><p>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. </p>
<p>Client Services Administrator </p><p><br></p><p>Are you a highly professional administrator with a passion for helping others? Our wealth management team is seeking a Client Services Administrator to deliver exceptional administrative and client service support in a fast-paced, client-focused office environment.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>Meet and greet clients, providing a welcoming and polished first impression</p><p>Answer client and internal phone calls promptly and courteously</p><p>Oversee office operations, ensuring a smooth and efficient workplace</p><p>Schedule, set up, and coordinate client meetings and appointments</p><p>Order office supplies and proactively maintain inventory levels</p><p>Monitor and ensure that all office equipment is fully operable and well stocked</p><p>Collect and process client fees on a monthly basis</p><p>Enter client orders into our internal system with accuracy and attention to detail</p><p>Process account changes and updates at client request</p><p>Handle other general administrative duties as needed to support the team</p><p><br></p><p>Why Join Our Team?</p><p><br></p><p>Direct hire, full-time opportunity with a well-established wealth management firm</p><p>Excellent benefits package, including a robust PTO/Vacation allowance</p><p><br></p><p>How to Apply: Please submit your resume via this job posting and call our office directly to schedule a personal interview at 423-265-5561.</p><p><br></p><p>We look forward to hearing from you—apply today to take the next step in your administrative career!</p>
<p>Robert Half is searching for customer service professionals able to step in and support a contract Customer Service opportunity! If you are looking for a new role within the client services space, and excited to put your customer service skills to use right away, this contract role might be the perfect fit. This is a fully onsite role, with a fully in-office schedule.</p><p><br></p><p><strong>Duties and Responsibilities</strong></p><ul><li>Deliver exceptional service to business customers by resolving inquiries and providing tailored solutions.</li><li>Profile customers to identify needs and facilitate Service-to-Sales conversations, recommending appropriate products and services.</li><li>Cross-sell products while adhering to all regulatory and compliance requirements.</li><li>Anticipate customer needs and strive for first contact resolution using available tools and resources.</li><li>Maintain up-to-date knowledge of products, services, procedures, and technology platforms.</li><li>Provide overflow support to other Customer Service specialty teams and Lines of Business during high-volume periods or strategic initiatives.</li><li>Perform other duties as assigned to support Customer Service strategic initiatives and enterprise-wide collaboration.</li></ul><p><br></p>
We are looking for a proactive and detail-oriented Client Services Coordinator to join our team in Conshohocken, Pennsylvania. In this role, you will serve as the first point of contact for our Managed IT Services team, ensuring smooth communication with clients and efficient handling of support requests. If you excel at multitasking, scheduling, and providing exceptional customer service, we encourage you to apply.<br><br>Responsibilities:<br>• Respond promptly to incoming client calls, addressing inquiries and creating support tickets in the system.<br>• Manage and update support tickets, ensuring accurate documentation and timely resolutions.<br>• Communicate clear next steps, schedules, and expectations to clients throughout the service process.<br>• Assign tickets to technicians based on urgency, skill requirements, and availability.<br>• Coordinate remote and onsite appointments with clients to ensure services are delivered efficiently.<br>• Monitor ticket queues, ensuring timely responses and adherence to service protocols.<br>• Escalate complex issues when necessary to maintain high service standards.<br>• Track and report on service metrics, such as ticket volume and response times, to improve operational efficiency.<br>• Identify recurring issues and provide recommendations to enhance client experiences.<br>• Collaborate with leadership to analyze workload trends and optimize technician utilization.
<p><strong> Robert Half is searching for </strong>Customer Service professionals looking to step in and grow their career by providing advanced support for customers calling with inquiries. This role is pivotal in educating customers on digital products and enhancements, driving adoption of our technology offerings, and delivering a seamless digital experience. </p><p><strong>Duties & Responsibilities:</strong></p><ul><li>Provide high-level customer service support for digital products and services, including troubleshooting issues related to login, navigation, alerts, and general concerns.</li><li>Deliver <strong>first-contact resolution</strong> by anticipating customer needs and applying deep product knowledge and problem-solving skills.</li><li>Collaborate with internal partners and back-office teams to resolve escalated issues and ensure a positive well-rounded customer experience.</li><li>Support Client Service initiatives and contribute to team goals through active participation in coaching, feedback sessions, and performance improvement efforts.</li></ul><p><br></p><p><br></p>
We are looking for an experienced Customer Success Manager to oversee the successful integration and use of our AI-powered delivery platform. In this role, you will guide customers through onboarding, implementation, and optimization processes while acting as a trusted advisor to ensure they achieve measurable business outcomes. You will collaborate closely with cross-functional teams to enhance workflows, address challenges, and drive customer satisfaction.<br><br>Responsibilities:<br>• Facilitate onboarding sessions to help customers configure the platform within their existing systems and workflows.<br>• Provide guidance on AI copilot setup and workflow optimization to ensure seamless implementation.<br>• Develop personalized rollout strategies tailored to each customer’s needs and team structures.<br>• Deliver training sessions to familiarize users with AI-driven tools, including automated requirements capture and real-time synchronization.<br>• Assist customers in integrating the platform with their internal systems and historical data sources.<br>• Build and nurture strong relationships with solution engineers, system integrators, and services teams focused on quality and detail.<br>• Advocate for customer feedback to influence product enhancements and roadmap development.<br>• Diagnose and resolve technical or process-related issues, collaborating with engineering teams as necessary.<br>• Monitor adoption metrics and recommend workflow improvements or new features to maximize customer success.<br>• Create detailed success plans, quarterly business reviews, and actionable insights to drive retention and account growth.
<p>We are looking for an experienced IT Client Account Coordinator to join our team in Boston, Massachusetts. In this role, you will play a crucial part in managing schedules, coordinating projects, and ensuring seamless communication between clients and internal teams. The ideal candidate will bring strong organizational skills and a deep understanding of IT systems and tools. Previous MSP experience is highly preferred. This role is hybrid, onsite in Boston 3-4 days a week.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and manage calendars for Client Leads, Consultants, and Technical Account Managers to ensure efficient scheduling and resource allocation.</p><p>• Utilize Microsoft 365 tools and platforms such as ConnectWise or Autotask to track and maintain project workflows.</p><p>• Prepare and deliver detailed reports using standardized templates while ensuring accuracy and clarity.</p><p>• Foster strong communication with clients to address inquiries, resolve issues, and maintain positive relationships.</p><p>• Oversee project timelines and ensure all deliverables are met within agreed-upon deadlines.</p><p>• Collaborate with internal teams to facilitate seamless project execution and client satisfaction.</p><p>• Monitor and analyze project performance metrics to identify opportunities for improvement.</p><p>• Support document coding and ensure proper handling of client-related documentation.</p><p>• Maintain and update relevant systems to ensure all client information is accurate and up-to-date.</p>
<p>Are you passionate about helping customers, solving problems, and being the trusted point of contact they rely on? Do you enjoy managing accounts, coordinating orders, and building long‑term relationships?</p><p>A highly respected, industry‑leading <strong>U.S. manufacturer</strong> is growing and looking for a <strong>Client Account Representative</strong> to support established customers and ensure a seamless experience from order to delivery. This company is known for exceptional tenured staff, a collaborative environment, and leaders who genuinely invest in their people. If you want a stable career with long-term growth potential, this is an excellent opportunity.</p><p><br></p><p><strong>Why You’ll Love This Company</strong></p><ul><li>Strong, stable manufacturer with decades of success</li><li>Fun, low‑drama, team‑oriented culture</li><li>Supportive leadership that trains, mentors, and leads by example</li><li>Excellent internal mobility—employees often grow into roles like pricing, transportation, sales, operations, and more</li><li>A workplace where people feel valued, appreciated, and part of something meaningful</li></ul><p><strong>What You’ll Do as a Client Account Representative</strong></p><p>This is a <strong>relationship‑driven position</strong> supporting returning customers—<strong>no cold calling.</strong></p><p>In this role, you will:</p><ul><li>Manage and support a dedicated portfolio of customer accounts</li><li>Build and maintain long‑term client relationships</li><li>Enter and review orders for accuracy and timelines</li><li>Prepare quotes and support customer projects</li><li>Troubleshoot customer needs and coordinate with internal teams</li><li>Handle 75–100 emails & ~10 calls daily</li><li>Navigate changing priorities in a fast-paced environment</li><li>Communicate updates professionally — including when delivering tough news</li></ul><p>Every day brings variety, problem‑solving, and opportunities to make a real impact.</p><p><br></p>
We are looking for a dedicated Customer Service Manager to join our team in Raynham, Massachusetts. In this long-term contract role, you will take charge of delivering exceptional customer experiences while overseeing daily operations in a residential service setting. This position is ideal for a motivated individual who thrives on building relationships and driving customer satisfaction.<br><br>Responsibilities:<br>• Manage inbound calls related to maintenance and repair inquiries, ensuring prompt and effective resolution.<br>• Conduct outbound calls to follow up on quotes, solicit customer feedback, and promote maintenance programs.<br>• Track and analyze performance metrics, providing regular reports to drive continuous improvement.<br>• Utilize ServiceTitan software to schedule jobs and manage customer accounts efficiently.<br>• Foster strong relationships with customers by addressing concerns and resolving conflicts effectively.<br>• Implement strategies to enhance customer satisfaction and loyalty through superior service delivery.<br>• Coordinate and optimize scheduling to ensure timely service and operational efficiency.<br>• Promote upselling opportunities by identifying customer needs and offering relevant solutions.<br>• Maintain a clear and precise communication style to effectively interact with customers and team members.<br>• Provide leadership and support to the customer service team, ensuring alignment with organizational goals.
We are looking for a skilled and proactive Customer Service Manager to join our team in East Chicago, Indiana. This Contract to permanent position offers the opportunity to lead and optimize customer service operations for a frozen food manufacturing business. Reporting directly to the Director of Supply Chain, this role combines office-based work with occasional on-site duties at the plant, ensuring seamless order fulfillment, customer satisfaction, and logistics coordination.<br><br>Responsibilities:<br>• Lead, mentor, and manage the customer service team to deliver outstanding support to retail, food service, and manufacturing clients.<br>• Establish and monitor key performance indicators (KPIs) such as order accuracy and response times, ensuring accountability and continuous improvement.<br>• Oversee the order management process, including entry, updates, and confirmations, ensuring accuracy within the Plex system.<br>• Collaborate with Scheduling, Production, Sales, and Logistics teams to ensure timely and efficient order fulfillment.<br>• Act as the primary escalation point for customer concerns, addressing issues related to deliveries, shortages, damages, and credits.<br>• Build and maintain strong relationships with key customers and internal teams, fostering trust and proactive communication.<br>• Analyze service metrics and customer feedback to identify trends and implement process improvements.<br>• Support compliance with food safety, quality, and traceability standards relevant to the frozen food industry.<br>• Aid in onboarding new customers and launching new products, ensuring smooth transitions.<br>• Document and implement standard operating procedures (SOPs) to enhance operational efficiency.
<p>Job Summary</p><p>Permanent Hire Opportunity</p><p>This position supports customer service, dispatch, and inside sales departments. It manages personnel and serves as the main contact for high-volume retail partners, specialized distributors, and contractors regarding inquiries, issues, order processing, and delivery scheduling. The ideal candidate ensures high-volume retail inventory remains in-stock, handles complex logistics, and resolves order discrepancies efficiently. This role is responsible for supporting and demonstrating core values such as integrity, safety, respect, customer focus, quality, innovation, and financial success.</p><ul><li><strong>Sales Partner Management</strong>: Manage the end-to-end order process for large, high-volume customers, utilizing electronic data interchange systems, vendor portals, and direct communication to ensure seamless order processing and compliance with customer requirements.</li><li>Oversee the entry, tracking, and fulfillment of high-volume orders. Coordinate with production and logistics teams to prioritize production and manage shipping schedules to meet scheduled delivery dates.</li><li>Proactively monitor inventory levels and work with sales/production teams to avoid stockouts at customer locations and job sites. Communicate potential delays or shortages immediately to customers, peers, and senior management.</li><li>Review and manage delivery notes to reflect loading changes and inventory shortages.</li><li>Manage, research, and resolve inquiries or complaints on products, orders, invoicing, and pricing.</li><li>Work with sales teams to coordinate customer requests and provide superior customer service.</li><li>Maintain customer complaints and regularly log information into customer relationship management systems.</li><li>Responsible for accurate setup and processing of customer rebates and royalties on a monthly, quarterly, and annual basis.</li><li>Assist with preparing pricing materials and managing location pricing structure with sales teams.</li><li>Prepare and enter yearly and off-cycle pricing increases into enterprise systems.</li><li>Maintain positive, long-term relationships with buyers and branch managers.</li><li>Assist in managing all processes including sales orders and change-orders received from customers, inside sales coordinators, and sales representatives.</li><li>Assist in setting up sales orders, terms, payers, and preliminary lien data in enterprise systems for initial orders.</li><li>Hire, train, and mentor a team of customer service representatives to handle high-volume inquiries, order entry, and customer complaints.</li><li>Set expectations, coach, train, instruct, discipline, hold accountable, and offer guidance to all direct reports.</li><li>Manage customer service, dispatch, and inside sales personnel across multiple locations.</li><li>Analyze, record, and assess customer service metrics (e.g., on-time in-full rates, order accuracy). Prepare weekly and monthly reports on performance to identify areas for improvement.</li><li>Conduct performance reviews for direct reports and advise on year-end performance reviews for all personnel via human resources information systems.</li><li>Monitor and approve employee actions in human resources systems in a timely manner.</li><li>Responsible for running time data audit reports of recorded time and errors, and track attendance via payroll systems.</li><li>Complete monthly audit packages for customer service.</li></ul>
We are looking for an experienced Customer Service Manager to oversee and optimize our patient access operations in Pittsburgh, Pennsylvania. This role is critical to ensuring smooth registration processes, effective staff management, and exceptional service delivery. The ideal candidate will bring strong leadership skills and a commitment to enhancing customer experiences in a healthcare environment.<br><br>Responsibilities:<br>• Supervise the registration and pre-registration tasks performed by staff, ensuring daily completion and providing necessary training.<br>• Develop and manage staff schedules, including rotations, time-off requests, and coverage adjustments, while minimizing overtime and maintaining productivity.<br>• Monitor and improve upfront collection processes by setting goals, offering coaching, and addressing performance issues as needed.<br>• Establish and refine departmental procedures, conducting regular audits and staff training to promote continuous improvement.<br>• Serve as a resource for employees and other departments, fostering an environment of excellent customer service for both internal and external stakeholders.<br>• Lead and track assigned projects, implementing changes and reporting progress to Patient Access Leadership.<br>• Participate in daily facility operations, compiling statistical data and assisting in various departmental functions as required.<br>• Conduct employee evaluations and oversee attendance tracking systems to ensure compliance and efficiency.<br>• Attend facility meetings to align processes and maintain effective communication between clinical and administrative teams.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain effective relationships with clients to facilitate smooth account management.</p><p>• Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion.</p><p>• Handle various client service tasks, including account transfers, asset movements, and responding to service requests.</p><p>• Stay updated on custodial operations, procedures, and industry standards.</p><p>• Coordinate onboarding activities for new clients to ensure a seamless transition.</p><p>• Schedule and prepare advisors for meetings with clients and prospects.</p><p>• Address client inquiries, resolve service issues, and escalate concerns when needed.</p><p>• Prepare and distribute performance reports to clients in a timely manner.</p><p>• Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records.</p><p><br></p>
We are looking for an organized and detail-oriented Client Care Coordinator to join our team on a contract basis in Miami, Florida. This role requires a meticulous approach and strong communication skills, as you will be handling various marketing tasks and collaborating with internal teams. The ideal candidate will have experience in commercial real estate and proficiency in design software such as Adobe InDesign, Photoshop, and Illustrator.<br><br>Responsibilities:<br>• Follow up with brokers to ensure smooth communication and timely updates.<br>• Create and assemble offering memorandums and tour books for client presentations.<br>• Coordinate and order signage for property listings.<br>• Utilize Adobe InDesign, Photoshop, and Illustrator extensively to design marketing materials.<br>• Maintain accuracy and attention to detail while managing multiple tasks.<br>• Collaborate with internal teams to meet client requirements and project deadlines.<br>• Leverage commercial real estate experience to provide valuable insights and contributions.<br>• Manage and organize marketing materials to ensure brand consistency.<br>• Assist with administrative tasks as needed to support the marketing team.<br>• Ensure all deliverables meet high standards and client expectations.
<p>We are looking for a Client Service Associate to join our team in Sylvania, Ohio. In this role, you will provide vital support, ensuring seamless operations and delivering outstanding service to our clients. This position requires a proactive approach to managing tasks, maintaining compliance, and fostering strong relationships with both clients and team members.</p><p><br></p><p>Responsibilities:</p><p>• Address client inquiries promptly, resolve issues efficiently, and nurture client relationships to ensure high satisfaction levels.</p><p>• Organize and prioritize multiple tasks and processes, guaranteeing accuracy and timely completion.</p><p>• Prepare, maintain, and update client documentation, records, and reports while adhering to regulatory and compliance standards.</p><p>• Coordinate communication between clients and the Relationship Manager, including scheduling meetings and facilitating correspondence.</p><p>• Assist with account management tasks such as opening and closing accounts, updating client information, and processing transactions accurately.</p><p>• Generate and distribute regular reports on account activity, performance metrics, and other client-related data.</p><p>• Ensure all actions and processes comply with company policies, industry regulations, and legal standards.</p><p>• Collaborate with the Relationship Manager and team members to support company goals and drive success.</p><p>• Actively participate in meetings with Financial Advisors and the Relationship Manager to enhance understanding and take on additional responsibilities.</p><p>• Contribute to process improvements and procedural enhancements to optimize efficiency and productivity.</p>