213 results for Client Success Manager jobs

Client Solutions Manager

Miami, FL
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a dynamic Client Solutions Manager to join our detail-oriented services team in Miami, Florida. In this role, you will be responsible for overseeing product development cycles, ensuring alignment with client needs, and driving strategic initiatives to enhance product performance. This is an exciting opportunity to collaborate with cross-functional teams and make a meaningful impact in a fast-paced environment. Responsibilities:• Develop and manage product roadmaps, ensuring alignment with company goals and customer requirements.• Collaborate with stakeholders to gather and prioritize product features and enhancements.• Lead cross-functional teams, including engineering, marketing, and design, to deliver high-quality products on schedule.• Analyze market trends and competitor activities to inform product strategies.• Monitor product performance, gather user feedback, and implement improvements to optimize outcomes.• Prepare and deliver presentations to stakeholders, showcasing product progress and strategic initiatives.• Work closely with sales and marketing teams to support product launches and promotional efforts.• Identify opportunities for innovation and propose new product ideas to meet market demands.• Ensure compliance with industry standards and best practices in product development and management Client
2026-04-01T00:00:00Z

Client Solutions Manager

Austin, TX
onsite
Temporary
60000 - 80000 USD / Yearly
Technology doesn’t change the world — people do.® And at Robert Half, we build careers by helping businesses solve real problems with exceptional technology talent. We’re looking for a Client Solutions Manager to join our Robert Half Technology 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. Why Robert Half?Robert Half is the world’s first and largest specialized talent solutions firm—and we continue to raise the bar.Recent recognition includes:<ul><li>Named a Fortune® World’s Most Admired Company™ (29 consecutive years)</li><li>Recognized by Fortune® America’s Most Innovative Companies (2025)</li><li>Winner of the 2025 CIO 100 Award for leadership in technology innovation</li><li>Recipient of a Stevie Award for AI and machine learning excellence</li></ul>Your day‑to‑day will include:<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>
2026-03-28T00:00:00Z

Customer Success Manager

New York, NY
onsite
Permanent
200000 - 300000 USD / Yearly
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. Responsibilities: • Facilitate onboarding sessions to help customers configure the platform within their existing systems and workflows. • Provide guidance on AI copilot setup and workflow optimization to ensure seamless implementation. • Develop personalized rollout strategies tailored to each customer’s needs and team structures. • Deliver training sessions to familiarize users with AI-driven tools, including automated requirements capture and real-time synchronization. • Assist customers in integrating the platform with their internal systems and historical data sources. • Build and nurture strong relationships with solution engineers, system integrators, and services teams focused on quality and detail. • Advocate for customer feedback to influence product enhancements and roadmap development. • Diagnose and resolve technical or process-related issues, collaborating with engineering teams as necessary. • Monitor adoption metrics and recommend workflow improvements or new features to maximize customer success. • Create detailed success plans, quarterly business reviews, and actionable insights to drive retention and account growth.
2026-03-19T00:00:00Z

Client Solutions Manager (Marketing and Creative)

Fort Lauderdale, FL
onsite
Permanent
0 - 0 USD / Yearly
Job Type: Talent SolutionsJob Title: Client Solutions Manager (Marketing and Creative)Assignment Type: Full-TimeIndustry: Marketing and CreativeJob SummaryAs a Client Solutions Manager, your responsibilities will include:<ul><li>Business development: 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>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>
2026-03-27T00:00:00Z

Client Solutions Manager (Technology)

Fort Lauderdale, FL
onsite
Permanent
0 - 0 USD / Yearly
Job Type: Talent SolutionsJob Title: Client Solutions Manager (Technology)Assignment Type: Full-TimeIndustry: Technology Job SummaryAs a Client Solutions Manager, your responsibilities will include:<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>
2026-04-03T00:00:00Z

Client Solutions Manager (Technology)

Fort Lauderdale, FL
onsite
Temporary
0 - 0 USD / Yearly
Job Type: Talent SolutionsJob Title: Client Solutions Manager (Technology)Assignment Type: Full-TimeIndustry: Technology Job SummaryAs a Client Solutions Manager, your responsibilities will include:<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>
2026-03-27T00:00:00Z

Customer Service Manager

Raynham, MA
onsite
Temporary
33 - 38 USD / Hourly
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. Responsibilities: • Manage inbound calls related to maintenance and repair inquiries, ensuring prompt and effective resolution. • Conduct outbound calls to follow up on quotes, solicit customer feedback, and promote maintenance programs. • Track and analyze performance metrics, providing regular reports to drive continuous improvement. • Utilize ServiceTitan software to schedule jobs and manage customer accounts efficiently. • Foster strong relationships with customers by addressing concerns and resolving conflicts effectively. • Implement strategies to enhance customer satisfaction and loyalty through superior service delivery. • Coordinate and optimize scheduling to ensure timely service and operational efficiency. • Promote upselling opportunities by identifying customer needs and offering relevant solutions. • Maintain a clear and precise communication style to effectively interact with customers and team members. • Provide leadership and support to the customer service team, ensuring alignment with organizational goals.
2026-04-01T00:00:00Z

Customer Service Manager

Pittsburgh, PA
onsite
Permanent
47000 - 59000 USD / Yearly
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. Responsibilities: • Supervise the registration and pre-registration tasks performed by staff, ensuring daily completion and providing necessary training. • Develop and manage staff schedules, including rotations, time-off requests, and coverage adjustments, while minimizing overtime and maintaining productivity. • Monitor and improve upfront collection processes by setting goals, offering coaching, and addressing performance issues as needed. • Establish and refine departmental procedures, conducting regular audits and staff training to promote continuous improvement. • Serve as a resource for employees and other departments, fostering an environment of excellent customer service for both internal and external stakeholders. • Lead and track assigned projects, implementing changes and reporting progress to Patient Access Leadership. • Participate in daily facility operations, compiling statistical data and assisting in various departmental functions as required. • Conduct employee evaluations and oversee attendance tracking systems to ensure compliance and efficiency. • Attend facility meetings to align processes and maintain effective communication between clinical and administrative teams.
2026-03-23T00:00:00Z

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>
2026-04-03T00:00:00Z

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.
2026-04-03T00:00:00Z

Customer Success Specialist

San Diego, CA
onsite
Temporary
20 - 20 USD / Hourly
About the Organization:Our client is a mission-driven nonprofit committed to supporting underserved populations. They are seeking a proactive Customer Success Specialist to ensure clients and partners achieve meaningful outcomes through the organization’s programs and services. This role transitions to hybrid (3 days remote, 2 days in office) after the first six months of onsite work. Role Overview:The Customer Success Specialist is responsible for building strong relationships with clients and stakeholders, providing guidance and support, and ensuring satisfaction with the organization’s offerings. This role combines problem-solving, communication, and data tracking to drive positive client outcomes and strengthen engagement.Key Responsibilities:<ul><li>Onboard and guide clients through programs, services, or initiatives.</li><li>Act as a trusted resource, addressing client questions, concerns, and feedback.</li><li>Monitor client engagement and satisfaction, identifying opportunities to enhance experiences.</li><li>Collaborate with internal teams to resolve challenges and implement solutions.</li><li>Maintain accurate records in CRM or database systems for reporting and analysis.</li><li>Contribute to process improvements to enhance client success and retention.</li></ul>
2026-04-03T00:00:00Z

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

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

Customer Success Specialist

Sacramento, CA
onsite
Temporary
20 - 23 USD / Hourly
Job SummaryWe are seeking a motivated Customer Service Specialist to handle incoming customer inquiries via phone. This is a temporary contract position starting in early April and running through November, ideal for individuals with strong communication skills and proficiency in Microsoft Excel. You'll be part of a collaborative team focused on resolving issues efficiently and maintaining accurate records.Key Responsibilities<ul><li>Manage a high volume of incoming calls from customers, providing timely and professional assistance.</li><li>Listen actively to customer needs, troubleshoot problems, and offer solutions or escalate as needed.</li><li>Use Microsoft Excel to log call details, track customer interactions, and generate basic reports.</li><li>Maintain accurate documentation of customer inquiries and resolutions in our systems.</li><li>Collaborate with team members to ensure consistent service quality.</li><li>Adhere to company policies and procedures for data privacy and customer handling.</li></ul>
2026-04-06T00:00:00Z

Customer Care Manager

Davenport, IA
onsite
Permanent
47000 - 55000 USD / Yearly
Are you a people‑first leader who loves developing teams, improving performance, and creating an outstanding customer experience? Do you thrive in fast‑paced environments where coaching, accountability, and positivity all matter? If so… this role was made for you.We’re looking for a Customer Care Manager to lead our client's Appointment Center/Customer Care team — someone who knows how to build morale, boost KPIs, and bring out the best in every team member. What Makes This Role ExcitingThis isn’t a behind‑the‑glass leadership job. You’ll be in the action — coaching, strategizing, refining processes, and celebrating wins. You’ll shape a team’s culture, impact customer satisfaction, and directly influence company growth.If you love meaningful leadership and hands‑on impact, you’ll feel right at home. What You’ll Lead & OwnIn this role, you’ll take charge of:Team Leadership & Coaching<ul><li>Managing daily operations of the Appointment & Customer Care Center</li><li>Providing real‑time coaching through call reviews, scripting feedback, and performance mentoring</li><li>Supporting and developing team members to reach their full potential</li></ul>Driving KPIsYou’ll oversee improvement and consistency in:<ul><li>Low cancellation rate</li><li>Speed to lead</li><li>Lead‑to‑appointment conversion</li><li>Appointment run rate</li></ul>Operational & People Management<ul><li>Running weekly/monthly leadership meetings</li><li>Interviewing, evaluating, and partnering with HR on performance management</li><li>Supporting hiring, onboarding, and training</li><li>Handling escalated customer issues with professionalism</li><li>Overseeing receptionist and inside sales teams</li><li>Fostering a positive, engaging employee and customer experience</li></ul>
2026-04-03T00:00:00Z

Client Relationship Specialist

Chicago, IL
onsite
Permanent
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>
2026-03-27T00:00:00Z

Client Services Associate or Manager

Minneapolis, MN
onsite
Permanent
70000 - 90000 USD / Yearly
We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service. Responsibilities:• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.• Assist with client onboarding processes to ensure smooth transitions and effective communication.• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.• Provide proactive and responsive support for client inquiries regarding investment-related services.• Facilitate internal communications for executives, including meeting coordination and administrative support.• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.• Uphold confidentiality standards for all client and firm-related information.• Support executives in streamlining communication and managing priorities related to client services and transactions. If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided.
2026-03-19T00:00:00Z

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 Services Representative

San Diego, CA
onsite
Temporary
22 - 24 USD / Hourly
About the Company: Our client, a reputable and growing insurance firm, is seeking a Client Service Associate to join their team. This organization prides itself on delivering exceptional customer service and tailored insurance solutions to individuals and businesses.Position Overview: The Client Service Associate will be responsible for supporting clients, agents, and internal teams by ensuring a seamless service experience. This role is ideal for someone who is detail-oriented, customer-focused, and thrives in a fast-paced, client-driven environment.Key Responsibilities:<ul><li>Serve as a primary point of contact for client inquiries via phone, email, and in person</li><li>Assist clients with policy questions, coverage details, and account updates</li><li>Process policy changes, endorsements, renewals, and cancellations</li><li>Prepare and distribute insurance documents, certificates, and correspondence</li><li>Support agents and account managers with administrative and client service tasks</li><li>Maintain accurate and up-to-date client records in agency management systems</li><li>Follow up on outstanding documentation and ensure timely resolution of client requests</li><li>Ensure compliance with company policies and insurance regulations</li><li>Assist with billing inquiries and payment processing as needed</li></ul>
2026-04-03T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. 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.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-03-13T00:00:00Z

Client Services Specialist

Miami, FL
onsite
Contract / Temporary to Hire
18 - 19 USD / Hourly
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. Responsibilities: • Conduct interviews with clients to assess their needs and circumstances. • Screen applicants for eligibility and provide guidance on next steps. • Refer clients to appropriate resources or services based on their specific situations. • Distribute educational materials and general information to applicants for self-help purposes. • Assist with clinics and outreach events organized by the program. • Perform intake duties at designated outreach sites as required. • Communicate effectively with clients, ensuring respect and confidentiality are upheld. • Utilize the case management system to manage and document client interactions. • Collaborate with team members to promote a spirit of teamwork and cooperation. • Adhere to supervisor directions and organizational protocols in daily tasks.
2026-03-10T00:00:00Z

Client Services Specialist

Santa Barbara, CA
onsite
Temporary
19.7885 - 22.913 USD / Hourly
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. Responsibilities: • Respond promptly and professionally to customer inquiries via phone, email, and other communication channels. • Troubleshoot connectivity issues and provide clear solutions to clients. • Assist customers in navigating multiple browsers and platforms to resolve technical challenges. • Ensure customer success by addressing concerns and resolving issues efficiently. • Maintain detailed records of customer interactions and follow-ups to ensure resolution. • Collaborate with internal teams to improve service delivery and customer satisfaction. • Handle high-volume call center interactions while maintaining a positive and helpful demeanor. • Provide guidance and support to customers regarding company products and services. • Continuously update knowledge of company offerings to deliver accurate information to clients.
2026-04-06T00:00:00Z

Client Account Representative

Blue Grass, IA
onsite
Permanent
55000 - 65000 USD / Yearly
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?A highly respected, industry‑leading U.S. manufacturer is growing and looking for a Client Account Representative 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. Why You’ll Love This Company<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>What You’ll Do as a Client Account RepresentativeThis is a relationship‑driven position supporting returning customers—no cold calling.In this role, you will:<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>Every day brings variety, problem‑solving, and opportunities to make a real impact.
2026-03-20T00:00:00Z

Client Service Associate

San Mateo, 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 bonusA 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>
2026-04-04T00:00:00Z

IT Client Account Coordinator

Boston, MA
onsite
Permanent
70000 - 80000 USD / Yearly
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. Responsibilities:• Coordinate and manage calendars for Client Leads, Consultants, and Technical Account Managers to ensure efficient scheduling and resource allocation.• Utilize Microsoft 365 tools and platforms such as ConnectWise or Autotask to track and maintain project workflows.• Prepare and deliver detailed reports using standardized templates while ensuring accuracy and clarity.• Foster strong communication with clients to address inquiries, resolve issues, and maintain positive relationships.• Oversee project timelines and ensure all deliverables are met within agreed-upon deadlines.• Collaborate with internal teams to facilitate seamless project execution and client satisfaction.• Monitor and analyze project performance metrics to identify opportunities for improvement.• Support document coding and ensure proper handling of client-related documentation.• Maintain and update relevant systems to ensure all client information is accurate and up-to-date.
2026-03-30T00:00:00Z