206 results for Client Solutions Manager jobs

Client Accounts Specialist

San Francisco, CA
onsite
Permanent
90000 - 100000 USD / Yearly
We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.Bank Deposits: Organizes and deposits checks into correct accounts.Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.Reporting: Provides accrual, budget, and rate data to attorneys/clients as requested.Expense Processing: Records third-party expenses and disbursements in expense systems.Account Management: Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.Collections Support: Assists with collection efforts when needed.
2026-03-27T00:00:00Z

Registered Client Services

Miami, FL
onsite
Permanent
90000 - 105000 USD / Yearly
We are looking for a dedicated Registered Client Services candidate to join our my clients team in Miami, Florida. In these roles, 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. Responsibilities:• Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions.• Process money movements, including credit card transfers and account transactions, with precision.• Facilitate the setup and management of new client accounts while adhering to compliance standards.• Handle password resets and maintain secure access for client accounts.• Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance.• Act as a liaison between clients and legal or financial teams, ensuring effective communication.• Provide support for estate and trust-related matters, offering tailored solutions.• Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns.• Collaborate with internal teams to enhance service delivery and operational efficiency.*Ensure compliance and manage W-8 forms processes*Expense and Regulatory coordination*Oversee and track trade blotter and ensure proper archiving If you are interested in hearing more about this role, please call me Janet 786-393-4588 or email janet.silva@roberthalfcom
2026-03-20T00:00:00Z

Senior Client Service Representative

Boston, MA
onsite
Temporary
25 - 26 USD / Hourly
We are looking for an experienced Senior Client Service Representative to join our team in Boston, Massachusetts. In this long-term contract position, you will play a key role in delivering exceptional service to clients by resolving inquiries promptly and accurately. This opportunity includes a hybrid schedule requiring a minimum of three in-office days per week, with Tuesdays and Wednesdays fixed and one floating day. Responsibilities: • Address client inquiries efficiently and ensure resolutions meet high service standards. • Calculate daily net asset values (NAVs) and prepare month-end and year-end financial reports. • Generate and manage various internal and external reports with accuracy. • Utilize internal technology platforms to support client service operations effectively. • Investigate and resolve accounting discrepancies or issues on a daily basis. • Collaborate with teams to ensure timely completion of deliverables and uphold service quality. • Apply analytical skills to assess data workflows and solve problems. • Stay informed about corporate actions, equity, fixed income, and derivative investments. • Leverage tools like Excel, Bloomberg, and Reuters to enhance reporting and analysis. • Maintain focus and accuracy while working under tight deadlines.
2026-04-01T00:00:00Z

Customer Experience Manager

Bethlehem, PA
onsite
Temporary
23 - 25 USD / Hourly
Are you passionate about creating exceptional customer experiences and leading teams to success? Robert Half is seeking a motivated and strategic Customer Experience Manager to join a local team! Responsibilities:<ul><li>Lead and develop a customer service team to ensure best-in-class interactions across all touchpoints (phone, digital, in-person).</li><li>Analyze customer feedback, identify trends, and collaborate cross-functionally to drive process improvements.</li><li>Develop and implement customer experience strategies aligned with business goals.</li><li>Set, monitor, and report on key performance indicators (KPIs) relating to customer satisfaction, retention, and loyalty.</li><li>Advocate for our customers by championing their needs within the organization.</li><li>Deliver ongoing training and coaching to customer-facing team members.</li><li>Manage escalation processes to resolve complex customer concerns quickly and professionally.</li></ul>
2026-03-20T00:00:00Z

Client Support Associate

Edina, MN
onsite
Permanent
44000 - 52000 USD / Yearly
We are looking for a dedicated Client Support Associate to join our team in Bloomington, Minnesota. In this role, you will be responsible for assisting clients with inquiries, supporting program administration, and providing first-line technical support for our portals. This position requires excellent communication skills and the ability to manage multiple tasks efficiently while ensuring client satisfaction. Responsibilities:• Coordinate meetings with clients.• Provide technical support for for clients and internal departments.•Manage front desk dealing with clients coming in and answering phones.• Handle incoming client calls, responding to inquiries about account updates while ensuring issues are directed to the appropriate internal teams.• Collaborate closely with the client service team to ensure seamless handling of client requests and escalations.• Maintain a calm and detail-oriented approach when managing urgent or demanding client situations.• Assist clients with basic questions, providing contact information or instructions on using online resources as needed.• Perform light front desk duties, including greeting occasional visitors and managing administrative support tasks.• Help ensure smooth office operations by coordinating with various departments and maintaining organized workflows.• Take ownership of learning internal policies and procedures to provide accurate and effective assistance to clients.
2026-03-19T00:00:00Z

Client Services Support II

Troy, MI
onsite
Temporary
0 - 0 USD / Yearly
Responsibilities: • Interface directly with customers to provide day-to-day IT support.• Offer MAC support, requiring self-initiative and the ability to follow directions.• Travel to different sites as needed to provide support.• Maintain an accurate record of customer credit and resolve customer inquiries.• Monitor customer accounts and take appropriate action.• Provide 'White Glove Support' for Executive members of the client base as needed.• Contribute to updating existing processes to streamline support as per business requirements.• Provide 2nd level MAC support as well as PC and some infrastructure support.• Proactively identify, document and escalate issues and requests to limit downtime and maintain a stable technology desk-side environment.• Balance competing priorities and maintain the ability to shift focus quickly in response to critical business and customer needs.• Maintain physical inventory of company IT equipment and mobile devices accurately for the site.• Support large conference rooms/meetings and their respective technologies including Microsoft Teams Rooms and Crestron meeting rooms.
2026-03-19T00:00:00Z

Customer Account Specialist

Cheshire, CT
onsite
Permanent
60000 - 65000 USD / Yearly
Customer Account Specialist Are you detail-oriented, adaptable, and eager to contribute to a dynamic, global team? Join a leading global wholesaler of commodities in central CT with exciting growth opportunities in a Customer Account Specialist role. Position Overview:This role is pivotal to ensuring the accurate and timely fulfillment of customer orders by coordinating logistics, maintaining documentation, and nurturing strong customer relationships. You’ll collaborate with sales teams, logistics, and customers to deliver exceptional service and efficient order processing.Key Responsibilities:<ul><li>Coordinate with sales and product teams for order accuracy</li><li>Proactively communicate with salespeople and customers regarding order status and delivery concerns.</li><li>Partner with warehouses, carriers, and logistics teams to ensure on-time product delivery.</li><li>Maintain thorough electronic documentation for orders and shipments in ERP software</li><li>Build strong customer relationships</li></ul> Qualifications:<ul><li>Education/Experience: 2+ years of relevant experience.</li><li>Skills: Proficient with MS Suite; solution-driven mindset.</li><li>Personality Traits: Quick learner, adaptable, detail-oriented, organized, eager, and enthusiastic.</li></ul> Why Join Us?<ul><li>Work in a collaborative team environment with opportunities for growth.</li><li>Be a part of a global leader with an awesome culture and top notch benefits</li></ul> To be considered, Apply today or email your resume to Kelsey.Ryan@roberthalf(.com)
2026-03-26T00:00:00Z

Customer Success Specialist

Oklahoma City, OK
onsite
Contract / Temporary to Hire
21.85 - 23 USD / Hourly
Position: Customer Success SpecialistLocation: 100% on-site / OKC, OK (close to downtown)Pay: $23hrSchedule:<ul><li>Monday–Friday, 8:00 AM – 5:00 PM (4 days on-campus, 1 day remote 12–9 PM)</li><li>1 Saturday per month (remote, 4-hour shift)</li></ul>About the Role: We are seeking a passionate and organized Customer Support Specialist to join our campus team and help students succeed. This role blends on-site collaboration with remote work, providing opportunities to engage with students, faculty, and staff while ensuring smooth daily operations. The ideal candidate is enthusiastic, adaptable, and customer-focused, with a strong drive to make a positive impact in students’ lives. What You’ll Do:<ul><li>Support students through their academic careers, proactively advising assigned students via phone, email, or video communication.</li><li>Address and resolve student issues through research, collaboration, and follow-up, serving as a point of contact for account inquiries and responding to all emails and voicemails within one business day.</li><li>Document all student interactions in university applications and assist students in creating academic plans.</li><li>Guide students using financial aid, managing application processes, and following up with Corporate Student Financial Services to resolve issues.</li><li>Monitor and ensure accuracy of student payment plans, communicate with students regarding outstanding balances, and finalize registrations in accordance with university policy.</li><li>Outreach to students based on attendance, support early at-risk students, and assist with satisfactory academic progress.</li><li>Inform students of tutoring and other university resources, and implement activities to manage quarterly collection and bad debt expenses.</li><li>Ensure compliance with university, state, and federal rules and regulations.</li><li>Assist with scheduling, administrative tasks, and light office support; work one Saturday per month remotely (4-hour shift).</li><li>Travel occasionally as business needs require; mobility within the office and remote work readiness are necessary.</li></ul>
2026-03-31T00:00:00Z

Customer Success Specialist

Champlin, MN
onsite
Permanent
45000 - 55000 USD / Yearly
We are looking for a dedicated Customer Success Specialist to join our team in Champlin, Minnesota. In this role, you will play a vital part in ensuring customer satisfaction by providing accurate information, responding to inquiries, and maintaining attentive relationships. This position offers the opportunity to collaborate with the sales team and contribute to a positive customer experience. Responsibilities: • Collaborate with the sales team to consistently meet customer service expectations and ensure satisfaction. • Provide detailed and accurate information on pricing, inventory availability, shipping costs, and delivery timelines. • Handle customer inquiries, prepare quotations, and initiate purchase orders with precision. • Process orders, changes, and returns in accordance with company policies and procedures. • Foster strong relationships with customers by delivering friendly and attentive support. • Calculate pricing, discounts, shipping fees, and sales margins efficiently. • Investigate and resolve customer concerns such as product quality issues or shipment delays. • Recommend additional products and services to customers and close sales opportunities. • Perform administrative tasks, including maintaining customer records and organizing order documentation.
2026-03-02T00:00:00Z

Customer Success Specialist

San Diego, CA
onsite
Temporary
19 - 20 USD / Hourly
We are looking for a Customer Success Specialist for our non-profit organization to provide outstanding support to individuals seeking assistance and information about our programs. This role interacts regularly with clients, community members, and service partners via phone, email, and in-person, utilizing empathy and strong communication skills to connect people with resources and ensure a positive experience. Key Responsibilities:<ul><li>Respond to inquiries from clients and community stakeholders, offering information about the non-profit’s services and programs.</li><li>Assess needs and provide referrals to appropriate community resources.</li><li>Maintain accurate records of client interactions and service requests.</li><li>Ensure compliance with privacy, confidentiality, and organizational procedures.</li><li>Contribute to process improvements and training to support service delivery.</li><li>Assist with outreach and program promotion efforts as needed.</li><li>Collaborate effectively with internal teams and external partners to resolve issues and enhance client outcomes.</li><li>Handle difficult or sensitive client situations with professionalism and compassion.</li></ul>
2026-04-01T00:00:00Z

Customer Success Specialist

Irvine, CA
onsite
Temporary
23.75 - 27.5 USD / Hourly
We are looking for an experienced Customer Success Specialist to join our team on a contract basis in Irvine, California. In this role, you will play a key part in ensuring customer satisfaction by addressing inquiries and resolving issues efficiently. If you have a strong background in customer service and enjoy fostering positive relationships, this position offers an excellent opportunity to contribute your expertise in a dynamic environment. Responsibilities: • Deliver exceptional customer service through various channels, including phone and email, ensuring timely and accurate responses to inquiries. • Troubleshoot and resolve connectivity issues, providing clear guidance and support to customers. • Manage multiple web browsers effectively to assist with customer requests and online problem-solving. • Handle email correspondence professionally, maintaining a high level of clarity and attention to detail. • Collaborate with internal teams to ensure customer concerns are addressed promptly and efficiently. • Maintain detailed records of customer interactions and solutions provided for future reference. • Proactively identify opportunities to enhance the customer experience and implement improvements. • Educate customers on best practices and available resources to optimize their experience. • Track and analyze customer feedback to identify trends and recommend actionable solutions. • Ensure adherence to company policies and procedures while delivering personalized service.
2026-04-02T00:00:00Z

Customer Success Specialist

Omaha, NE
onsite
Temporary
21 - 25 USD / Hourly
WHAT WE’RE LOOKING FOR We’re seeking someone who brings professionalism, patience, and genuine care to every customer interaction. In this role, you’ll be the first point of contact for incoming calls and emails—supporting customers with status updates, questions, general inquiries, and the occasional grievance. You’ll handle a high volume of calls, route inquiries to the right team members, and enter accurate information into our systems.
2026-04-02T00:00:00Z

Client Service Associate – Wealth Management

San Carlos, CA
onsite
Permanent
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-03-16T00:00:00Z

Customer Service Coordinator

Fairfield, OH
onsite
Permanent
60000 - 70000 USD / Yearly
We are looking for a dedicated Customer Service Coordinator to join our dynamic team in Cincinnati Ohio. In this role, you will manage customer interactions and service operations, ensuring timely and accurate responses to client needs. The ideal candidate will thrive in a fast-paced environment and excel at building strong relationships with clients while overseeing service processes from start to finish. Responsibilities:• Develop and maintain strong client relationships by understanding their service history, preferences, and expectations.• Conduct site visits to assess client needs, foster relationships, and ensure satisfaction with completed projects.• Oversee the entire service call process, including intake, scheduling, dispatching crews, and ensuring timely completion.• Monitor open service orders, track progress, and follow up to ensure accuracy and adherence to deadlines.• Respond promptly to customer inquiries related to service needs, scheduling updates, and issue resolution.• Keep detailed records of service calls, technician notes, materials used, and client updates.• Review service reports and work orders for completeness and accuracy before submitting them for billing.• Collaborate with office staff and accounting teams to ensure efficient and timely invoicing.• Identify and resolve billing discrepancies by working closely with clients and internal teams.• Support business growth by identifying opportunities to expand the company’s commercial service portfolio and assisting with proposals and agreements.
2026-03-18T00:00:00Z

Customer Service Administrator

Fort Lauderdale, FL
onsite
Permanent
55000 - 65000 USD / Yearly
We are looking for a dedicated Customer Service Administrator to join our team in Dania Beach, Florida. In this role, you will act as a vital link between our company and customers, ensuring exceptional service and smooth communication. The ideal candidate is someone with a strong focus on detail, excellent organizational skills, and a passion for delivering outstanding customer experiences. Responsibilities: • Coordinate with various teams to ensure services are delivered on time and meet customer expectations. • Act as a primary point of contact for customers, providing timely updates and addressing inquiries. • Review completed service requests to confirm accuracy and compliance with customer contracts. • Verify billing details and ensure records are maintained consistently and accurately. • Collaborate across departments to resolve service-related issues and improve overall processes. • Maintain organized documentation and provide administrative support to enhance operational efficiency. • Identify opportunities for process improvements and implement solutions to enhance customer satisfaction. • Communicate effectively with both internal and external stakeholders to foster strong relationships. • Assist with handling inbound and outbound calls, ensuring prompt and thorough responses. • Address conflicts or concerns with a focus on resolution and maintaining customer trust.
2026-03-11T00:00:00Z

Client Intake Specialist

San Jose, CA
onsite
Temporary
22 - 32 USD / Hourly
OverviewThe Client Intake Specialist supports attorneys by serving as a primary point of contact for new and existing clients while providing general legal administrative support. This Client Intake Specialist role focuses on managing client communications, coordinating intake and matter setup, maintaining case information, and supporting smooth information flow across legal teams in a fast‑paced law firm environment. Responsibilities• Serve as first point of contact for clients by answering, screening, and directing incoming calls and inquiries• Coordinate client intake and new matter setup, working with internal intake and conflicts teams• Collect, organize, and maintain client and matter information in electronic and paper files• Assist attorneys with calendars, deadlines, scheduling, and basic document preparation• Prepare, edit, and transmit correspondence and legal documents with accuracy and attention to detail• Maintain deadlines and key dates in calendaring systems and support workflow tracking• Collaborate with attorneys and support staff to ensure timely follow‑through and consistent client service• Handle confidential information with professionalism and discretion
2026-03-27T00:00:00Z

Sr. Client Service Associate

Framingham, MA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a dedicated Senior Client Service Associate to join a boutique wealth management firm located in Framingham, Massachusetts. This role provides an excellent opportunity to gain diverse experience in client service, operational processes, compliance, and financial planning support. Ideal for professionals seeking to advance their career in the wealth management sector, this position offers a collaborative environment to grow and thrive.
2026-03-17T00:00:00Z

Customer Service / Account Management

Chattanooga, TN
onsite
Temporary
17 - 22 USD / Hourly
Customer Service / Account Management (Chattanooga & North Georgia Area | 100% Onsite)Robert Half Administrative, Customer Support, and Human Resources is actively recruiting for Customer Service and Account Management roles in Chattanooga and North Georgia. These positions are 100% onsite, in partnership with respected employers across a variety of leading local industries. If you’re interested in administrative, customer support, or human resources positions, Robert Half is your only specialized solution in the Chattanooga region—with a singular focus and deep expertise in these fields. Why Work with Robert Half Administrative, Customer Support, and Human Resources?<ul><li>Exclusive specialization: We are the Chattanooga and North Georgia region’s only provider completely focused on administrative, customer support, and HR jobs</li><li>Immediate access to roles at leading local employers</li><li>Personalized guidance and ongoing communication for your career journey</li><li>Connections across multiple industries, offering you choice and flexibility</li><li>Proven track record of successful placements and support for professional advancement</li><li>Market-driven compensation and benefits</li></ul>Take the next step in your career today! Please submit your resume online and call our office directly for an immediate interview: 423-265-5561. Join Robert Half Administrative, Customer Support, and Human Resources—the experts building local talent and rewarding careers.
2026-02-27T00:00:00Z

Personal Lines Account Manager

Yarmouth Port, MA
onsite
Permanent
50000 - 70000 USD / Yearly
We are looking for a dedicated Personal Lines Account Manager to oversee a portfolio of personal insurance policies, including auto, homeowners, umbrella, marine, and flood coverage. This role requires a balance of customer service, risk assessment, and business development, ensuring clients receive tailored insurance solutions. You will act as a trusted advisor to clients while engaging with carriers to maintain strong relationships and deliver excellent service. Responsibilities: • Provide timely responses to client inquiries regarding coverage, billing, policy modifications, and claims. • Educate clients about insurance terminology, policy options, and structures to enhance their understanding. • Process claims by gathering necessary details and guiding clients through the claims procedure. • Develop and maintain strong relationships with carrier underwriters to ensure optimal risk placement. • Submit required documentation to carriers for policy binding and issuance. • Identify opportunities for cross-selling and expanding client accounts, including commercial lines. • Conduct consultations to evaluate client exposures and recommend appropriate coverage solutions. • Generate quotes for new policies and amendments, presenting tailored recommendations to clients. • Stay informed about carrier products and market trends to provide up-to-date solutions. • Manage administrative tasks, including issuing Certificates of Insurance, preparing invoices, and maintaining accurate client files.
2026-03-18T00:00:00Z

Customer Service & Operations Manager

Cromwell, CT
onsite
Permanent
100000 - 120000 USD / Yearly
Customer Service & Operations ManagerDirect-Hire / Permanent positionRobert Half contact: Drew.Schroll@RobertHalf com. Robert Half is partnering with a leading distributor to fill a critical Customer Service & Operations Manager. In this executive-level position that is reporting to the President, you will shape and execute operational strategy across multiple departments units customer service and inside sales, purchasing, and warehousing. This is an opportunity to transform business operations, optimize processes, and drive long-term company success. Responsibilities:<ul><li>Create actionable strategies for both day-to-day operations and long-term initiatives, ensuring organizational objectives are achieved.</li><li>Help enhance customer experience and boost sales</li><li>Broaden and diversify customer base</li><li>Define, measure, and report on operational performance metrics such as service level, cost containment, delivery accuracy, and inventory management.</li><li>Collaborate directly with executive management to set budgets, resource plans, and continuous improvement priorities.</li><li>Promote a collaborative work culture dedicated to accountability and high performance.</li><li>Manage warehouse staff and their activity (receiving and storage to order fulfillment and shipping, introducing process improvements to maximize productivity and safety).</li><li>Analyze ERP and operational data to uncover trends, address bottlenecks, and enhance workflow visibility.</li><li>Oversee Procurement Manager and operations, cultivating strong vendor relationships, negotiating contracts, and managing supplier incentives to benefit the organization.</li><li>Align purchasing activity with sales and marketing goals to drive profitable growth.</li><li>Champion inventory accuracy, optimizing turnover rates and minimizing product obsolescence through proactive planning and analytics.</li><li>Standardize operational procedures and leverage technology solutions to connect and streamline processes between sales, IT, finance, and customer service.</li><li>Mentor, motivate, and develop departmental leaders through coaching and performance management, supporting professional advancement and cross-functional teamwork.</li></ul>Qualifications:<ul><li>Bachelor’s degree</li><li>10+ years of related operations and supply chain management experience</li><li>Oversight of warehouse and purchasing functions</li><li>Noted strength in creating and hitting KPIs and cost efficiency.</li><li>ERP system experience</li><li>History of building, developing, and inspiring high-performing teams in fast-paced environments.</li></ul> For immediate consideration, please apply today and/or email your resume to Drew.Schroll@RobertHalf com. All inquiries will remain confidential.
2026-03-06T00:00:00Z

Customer Care Specialist

Palo Alto, CA
onsite
Temporary
25 - 29 USD / Hourly
We are looking for a dedicated Part-Time Customer Care Specialist to join our team in Palo Alto, California. In this long-term contract position, you will play a key role in delivering exceptional service to patients, families, and staff members at our clients Care Gift Shops. Your contributions will enhance the overall customer experience by assisting with sales, inventory management, and merchandising while maintaining high attention to detail. Responsibilities:• Provide outstanding customer service by assisting clients in finding and purchasing retail items, offering product recommendations, and emphasizing quality and utility.• Process sales transactions efficiently, including handling cash, issuing change, and managing credit card payments using Point of Sale systems.• Ensure incoming shipments are accurately received, inspected, tagged, and displayed appropriately within retail locations.• Maintain inventory by fulfilling stock requests, organizing merchandise, and monitoring inventory levels in assigned zones.• Collaborate with leadership to implement merchandising strategies, offering creative ideas to enhance the shop’s aesthetic and customer appeal.• Conduct regular inventory cycle counts, compare results with system data, and work with the coordinator to address discrepancies.• Participate in physical inventory checks, assist with stock receiving, and maintain accurate inventory records.• Uphold the shop’s appearance by cleaning shelves, organizing fixtures, and replenishing merchandise as needed.• Adapt to a fast-paced environment, taking initiative and working effectively both independently and as part of a team.• Provide exceptional support to a diverse range of individuals, including patients, families, and executive leaders, while managing varying personalities and situations.
2026-03-25T00:00:00Z

Case Manager

Gardena, CA
onsite
Temporary
22 - 24 USD / Hourly
As a Case Manager at our child services nonprofit, you will play a critical role in supporting children and families by facilitating access to quality child care and related social services. You will manage a caseload of clients, ensuring eligibility, enrollment, and recertification processes are completed accurately and in compliance with state and federal regulations. This is a temp-to-hire role with long-term potential for the right candidate. Key Responsibilities:<ul><li>Serve as the main point of contact for assigned families and children, guiding them through services and resources available.</li><li>Conduct intake assessments, determine eligibility, and manage initial enrollment and recertification for subsidized child care programs (e.g., Stage 2, Stage 3, CAPP, and other state/federally funded programs).</li><li>Maintain detailed and up-to-date documentation and records for all cases, including data entry and reporting required for compliance.</li><li>Communicate program information, eligibility requirements, and processes effectively to families, addressing questions and providing supportive customer service.</li><li>Develop and maintain positive relationships with clients, community partners, and internal team members.</li><li>Monitor caseloads to ensure all timelines and compliance requirements are met without delays.</li><li>Participate in ongoing training to stay abreast of changes in program guidelines or regulations.</li><li>Identify and address barriers families face, advocating for client needs and connecting them with additional resources as necessary.</li></ul>
2026-04-01T00:00:00Z

Case Manager

San Francisco, CA
onsite
Temporary
25 - 25 USD / Hourly
We are looking for a dedicated Case Manager to join our team in San Francisco, California. In this role, you will provide essential case management services to formerly homeless individuals, assisting with housing retention, benefits access, and community engagement. This is a long-term contract position offering the opportunity to make a meaningful impact on the lives of those in need. Responsibilities: • Manage a caseload of 60-90 units, supporting formerly homeless individuals with diverse needs, including mental health challenges, substance use, and medical concerns. • Conduct outreach visits upon tenant entry, provide ongoing assessments, and deliver tailored case management services focused on housing retention and quality-of-life improvements. • Assist tenants in maintaining housing by fostering relationships, addressing challenges, and implementing effective intervention strategies. • Support tenants in accessing and managing benefits, including rent payments, while addressing unit habitability concerns and participating in regular inspections. • Refer tenants to employment programs, community services, and other resources, ensuring successful follow-through and connection. • Organize and lead tenant-focused events and activities to foster a supportive community environment. • Respond to tenant crises with de-escalation strategies and provide necessary interventions. • Maintain accurate case files and records, ensuring confidentiality and compliance with organizational standards. • Collaborate with internal teams and external service providers to advocate for tenant needs and deliver comprehensive support. • Participate in agency-wide initiatives, including annual recertification processes, and support administrative tasks such as check disbursement days.
2026-04-01T00:00:00Z

Private Client Associate

Loudonville, NY
onsite
Permanent
65000 - 95000 USD / Yearly
Our client, a well-established and growing wealth management firm in the Albany area, is seeking a Private Client Associate to support a high-performing Financial Advisor. This is an excellent opportunity for a detail-oriented professional looking to build a long-term career within a collaborative and client-focused environment. Position OverviewThe Private Client Associate will play a key role in supporting day-to-day client service, account administration, and operational functions. This individual will act as a primary point of contact for clients while ensuring a seamless experience across all interactions. Key Responsibilities<ul><li>Provide administrative and operational support to a Financial Advisor</li><li>Serve as a primary liaison for client inquiries and requests</li><li>Open and maintain client accounts, ensuring accuracy and compliance</li><li>Process transactions, including transfers, distributions, and trades</li><li>Prepare client meeting materials and follow-up documentation</li><li>Maintain accurate client records and documentation</li><li>Coordinate with custodians and internal teams to resolve issues</li><li>Assist with client onboarding and relationship management</li></ul>
2026-03-19T00:00:00Z

Service Delivery Manager

Lovington, NM
onsite
Permanent
100000 - 109000 USD / Yearly
We are looking for a Service Delivery Manager to oversee and enhance service operations in Lovington, New Mexico. In this role, you will ensure the delivery of high-quality services that align with performance standards, while fostering strong relationships with customers and stakeholders. You will play a key part in managing service level agreements and driving initiatives that improve operational efficiency. Responsibilities: • Supervise daily operations to ensure services meet organizational performance standards. • Collaborate with technical and operational teams to address service issues and implement improvements. • Monitor service delivery performance and prepare detailed reports for stakeholders. • Coordinate cross-functional teams to ensure consistent and efficient service delivery. • Identify opportunities for process enhancements to boost operational productivity. • Support compliance with service level agreements and maintain service quality. • Assist in driving initiatives aimed at continuous improvement within the organization. • Strengthen relationships with clients and stakeholders through effective communication and service management. • Facilitate training and development programs to improve team performance. • Contribute to strategic planning and execution to meet organizational goals.
2026-03-26T00:00:00Z

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