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217 results for Customer Experience jobs

Client Relationship Specialist

Chicago, IL
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Job Description:We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities:<ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul>
2026-04-29T00:00:00Z

Medical Customer Service Rep

Dublin, OH
onsite
Temporary to Hire
20.9 - 22 USD / Hourly
We are looking for a compassionate and composed Medical Customer Service Rep to support a busy physician group in Dublin, Ohio. This contract opportunity with permanent potential is ideal for someone who enjoys helping patients, managing high-volume inbound calls, and creating a positive experience during scheduling and intake conversations. The person in this role will communicate with empathy, handle sensitive situations professionally, and help patients navigate appointments, billing questions, and general service needs. Responsibilities: • Respond to incoming patient calls promptly and professionally, providing clear guidance and a supportive experience. • Coordinate new patient intake and update essential information accurately within the appropriate systems. • Reschedule, confirm, and adjust appointments while ensuring patients understand next steps and timing. • Address patient concerns with patience and tact, using de-escalation techniques to resolve challenging interactions. • Build trust with callers by demonstrating empathy, active listening, and a service-focused approach. • Assist with routine billing-related questions and direct more complex issues to the appropriate department when needed. • Document call details thoroughly to maintain accurate records and support continuity of care. • Work closely with clinic staff and operational teams to ensure scheduling and patient service processes run smoothly.
2026-04-30T00:00:00Z

Medical Customer Service Rep

Minneapolis, MN
remote
Temporary / Contract
19 - 21 USD / Hourly
We are looking for a Medical Customer Service Rep to support a healthcare organization serving members in Minneapolis, Minnesota. This Long-term Contract opportunity is ideal for someone who is comfortable handling high-volume calls, resolving benefit and claims-related questions, and guiding members through available healthcare services. The person in this role will deliver attentive service, provide accurate information, and help members navigate coverage, authorizations, and transportation-related support. This role is remote but does require candidates to be local to MN for quarterly onsite meetings. Responsibilities:• Handle incoming calls from health plan members and provide clear answers related to coverage, claims activity, and amounts owed to providers.• Review member benefit information and explain plan details in a way that is easy to understand and aligned with service standards.• Assist callers with questions involving Medicaid programs, managed care services, and eligibility-related concerns.• Help members understand prior authorization requirements and direct them through the appropriate next steps for care access.• Use provider network resources to confirm participating providers and support members in locating appropriate care options.• Guide members through transportation service coordination and appointment navigation when those services are part of their health plan benefits.• Document interactions accurately and maintain complete records of inquiries, resolutions, and follow-up needs.• Escalate complex issues when necessary while ensuring members receive timely and courteous support.
2026-04-29T00:00:00Z

Medical Customer Service Rep

San Francisco, CA
onsite
Temporary / Contract
18.05 - 18.5 USD / Hourly
We are looking for a Medical Customer Service Rep to support care coordination activities for a healthcare team serving patients, pharmacies, and nursing partners. This Long-term Contract position is based in San Francisco, California, and is ideal for someone who thrives in a high-volume environment, communicates with empathy, and can manage administrative work with accuracy and speed. The person in this role will help keep daily operations running smoothly by coordinating visits, handling service requests, and maintaining organized documentation across multiple systems. Responsibilities: • Coordinate patient and nursing visit appointments using internal healthcare technology and supporting third-party applications. • Respond to a steady flow of inbound inquiries from pharmacies, patients, and clinicians while delivering attentive and compassionate service. • Manage a high daily volume of Zendesk requests, ensuring updates are accurate, timely, and properly documented. • Confirm scheduled visits and adjust appointments as needed to support efficient care delivery. • Gather, review, and upload required records and supporting documents to maintain complete case files. • Balance competing priorities in a fast-moving setting while meeting service expectations and deadlines. • Work closely with internal teams and external partners to communicate updates, resolve issues, and improve coordination. • Build productive relationships with specialty pharmacies and nursing networks to support a reliable patient experience. • Identify opportunities to streamline workflows and share practical recommendations that enhance team operations.
2026-04-30T00:00:00Z

Client Service Associate

Chicago, IL
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a Client Service Associate to support client-facing operations for a Wealth Management firm in Chicago, Illinois. This position is well suited for someone with strong attention to detail and a background in accounting, wealth services, or tax who can help maintain a high standard of service. The role offers the opportunity to work closely with internal teams and clients while contributing to accurate, timely, and organized account support. Responsibilities:• Provide day-to-day assistance to clients by responding to service requests, resolving account-related questions, and ensuring a positive experience.• Coordinate with advisors and internal departments to prepare, review, and process client documentation with accuracy and timeliness.• Maintain organized client records and monitor account activity to help support compliance and operational standards.• Assist with account onboarding, updates, and administrative follow-up to keep client information current and complete.• Prepare materials, reports, and supporting documentation needed for client meetings, transactions, and ongoing service needs.• Track outstanding items and follow through with clients and colleagues to ensure requests are completed efficiently.• Contribute to process improvement efforts and support operational changes, including work involving financial platforms or related systems when needed. Benefit : Medical/Dental, 401k & PTO“Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.” to your posting. Once complete, let me know.
2026-04-30T00:00:00Z

Senior Customer Service Lead

Rolling Meadows, IL
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
Our client is looking for a motivated and detail-oriented Senior Customer Service Lead to oversee a team of customer service representatives and enhance overall client satisfaction. Based in Hoffman Estates, Illinois, this role is pivotal in managing customer accounts, improving operational workflows, and ensuring seamless order-to-cash processes. The ideal candidate will thrive in a collaborative environment, driving efficiency while mentoring team members to deliver exceptional service. Responsibilities:• Supervise and coordinate customer order processing, delivery schedules, and sales orders while ensuring smooth transitions to fulfillment and accounting teams.• Establish and enforce response-time service level agreements (SLAs) for customer inquiries, coaching team members to meet accuracy and speed benchmarks.• Analyze customer order patterns and inventory signals to proactively secure orders and avoid service disruptions.• Collaborate with sales teams to forecast demand and provide actionable input during Monthly Sales & Inventory planning meetings.• Streamline workflows for quotes, pricing, inventory availability, and delivery timelines, ensuring documentation of standard procedures for consistency.• Mentor customer service representatives through regular one-on-one meetings, performance evaluations, and cross-training initiatives to build team expertise.• Drive process improvements that enhance inventory management and order accuracy, contributing to overall operational efficiency.• Partner with stakeholders to ensure customer insights are effectively translated into supply chain strategies and actionable volume signals.• Maintain and update department standard operating procedures (SOPs) to reflect best practices and efficiency goals.• Perform additional tasks and projects as assigned to support the department's objectives. Hybrid schedule (Mon–Thurs onsite, Fridays remote)Compensation: $70k–$85k + 10% bonus (based on company performance) Benefits: medical, dental and vision insurance, voluntary life insurance, 401k with up to 5% match, 15 days PTO, 4 personal days and 9 holidays.
2026-04-16T00:00:00Z

Bilingual Spanish Customer Service Representative

Tempe, AZ
onsite
Temporary to Hire
20 - 21 USD / Hourly
We are looking for motivated Bilingual Spanish Speaking Customer Service Representatives to join our team in Tempe, Arizona. This contract-to-permanent position offers an excellent opportunity to build a career in the mortgage and financial services industry, working in a dynamic and fast-paced call center environment. As the first point of contact for customers, you will play a key role in delivering exceptional service and ensuring customer satisfaction. Responsibilities:• Respond to inbound calls from customers with inquiries about mortgage payments, escrow accounts, and loan information.• Make outbound calls to customers to address missed or overdue payments and provide guidance on account resolution.• Deliver accurate and customer-focused assistance, ensuring all questions are addressed promptly and professionally.• Maintain detailed and precise records of all customer interactions in the internal system.• Adhere to company policies and compliance standards while providing consistent and reliable service.• Participate in training sessions and ongoing coaching to enhance skills and stay updated on industry practices.• Collaborate with team members to ensure a seamless and efficient customer service experience.
2026-04-20T00:00:00Z

Bilingual Spanish Customer Service Representative

Los Angeles, CA
onsite
Temporary / Contract
19 - 21 USD / Hourly
Summary:The role includes providing support to English and Spanish calling queues through answering and transferring calls, assisting callers and providing information. The support staff would also provide child care referrals to families. Support staff would assist with provider update calls, updating provider profiles and data entry (English and Spanish). DUTIES <ul><li>Assist with R&R English and Spanish Calling Queues (assisting callers, transferring calls)</li><li>Provide child care referrals to families</li><li>Provide child development and community resources to callers</li><li>Update computerized provider records</li><li>Assist with provider updates (data entry, provider profiles)</li><li>Assist with department special projects and events (mass mailings, trainings/workshops)</li></ul>
2026-04-09T00:00:00Z

Spanish Bilingual Customer Service Representative

Chicago, IL
onsite
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a Spanish Bilingual Customer Service Representative to support a non-profit organization through a Contract assignment based in Chicago, Illinois. In this role, you will serve as a key point of contact for members, providing thoughtful assistance over the phone, documenting interactions accurately, and helping callers understand available resources, policies, and required next steps. This position is well suited for a customer service representative with strong call center experience, dependable attendance, and a detail-focused approach to every interaction. Responsibilities:• Respond to incoming member calls with patience and a service-minded approach.• Record detailed and accurate notes from each interaction while updating information in web-based systems and internal databases.• Guide members through policies, procedures, and follow-up actions so they clearly understand what is needed next.• Explain documentation expectations and offer practical direction to help members complete requests correctly.• Enter orders, service details, and other required information with a high degree of accuracy.• Use tools such as SharePoint and Microsoft Office applications to access information, track activity, and support daily operations.• Handle a steady volume of calls while maintaining quality standards, confidentiality, and strong attention to detail.• Support additional customer service and administrative tasks as needed to meet team and member needs.
2026-04-30T00:00:00Z

Spanish Bilingual Customer Service Representative

Indianapolis, IN
remote
Temporary to Hire
17.1 - 19.8 USD / Hourly
We are looking for a Customer Service Representative to join a payments-focused corporate team in Indianapolis, Indiana. This contract opportunity with permanent potential is ideal for someone who communicates clearly, enjoys assisting customers over the phone, and can handle routine service needs with accuracy and professionalism. The person in this role will support customers by resolving account-related concerns, sharing product information, and helping them make informed decisions while meeting call center performance expectations.***The shift is Monday - Friday 1pm - 10pm EST***MUST BE FLUENT IN SPANISH AND ENGLISH Responsibilities:• Respond to customer inquiries by phone and document service concerns by creating and updating trouble tickets as needed.• Provide clear explanations of available products, service features, pricing details, and applicable fees so customers understand their options.• Use call center applications and support tools efficiently to access account information, complete service requests, and maintain accurate records.• Resolve common customer issues by following established procedures and escalating more complex matters when additional guidance is required.• Consistently meet service quality standards, productivity goals, and other call center performance measures.• Encourage customers to use online and automated self-service resources when those options best support their needs.• Share information about current promotions, enhanced offerings, and upgraded solutions that may benefit the customer.• Prepare and communicate rate quotes while promoting prepay solutions when appropriate.• Perform additional customer support and administrative tasks as assigned to support daily operations.
2026-04-24T00:00:00Z

Inside sales client support

Leominster, MA
onsite
Permanent / Full Time
52000 - 60000 USD / Yearly
We are looking for an Inside Sales Client Support specialist to join our team in Massachusetts. This position serves as a key connection point for customers, sales partners, and internal teams, helping ensure orders, quotes, and service requests are handled accurately and on time. The ideal candidate brings strong customer service experience in a business-to-business setting, excellent attention to detail, and the ability to manage multiple priorities while maintaining a high standard of communication. Responsibilities:• Manage day-to-day communication with customers, prospects, and sales representatives by responding to questions, resolving order-related concerns, and providing timely updates on service issues.• Enter purchase orders into the company system promptly, review submitted information for completeness, and escalate discrepancies that could delay processing.• Evaluate customer orders and related terms carefully to confirm requirements can be fulfilled before finalizing transactions, partnering with internal teams when clarification is needed.• Prepare and update quotations, sales orders, and order revisions while maintaining a high level of accuracy and responsiveness.• Maintain organized records of customer interactions, requests, and supporting documents in accordance with established document retention practices.• Coordinate delivery activity by creating shipment records, supporting order fulfillment, and notifying customers of schedule changes such as delays or early releases.• Work closely with sales representatives and pricing partners to support changes in volume, delivery commitments, rebate programs, and other account needs.• Contribute to on-time delivery performance by tracking order progress, addressing issues quickly, and helping align customer expectations with operational capabilities. **For immediate consideration, please call me directly. Eric Lebow 508-205-2127 **
2026-04-27T00:00:00Z

Sales Support

Silver Spring, MD
onsite
Temporary / Contract
18 - 22 USD / Hourly
Seeking a Sales Support professional to help the sales team operate efficiently by managing documentation, customer communication, reporting, and process coordination. This position requires organizational skills, attention to detail, and a customer-focused attitude. Responsibilities: • Prepare sales reports, proposals, and presentations. • Maintain CRM databases and update client information. • Process sales orders and ensure accuracy in documentation. • Coordinate communication between sales, marketing, and operations teams. • Assist with client follow-ups and post-sale support.
2026-04-29T00:00:00Z

Sales Support

Las Vegas, NV
onsite
Temporary to Hire
24 - 26 USD / Hourly
OverviewThis role supports a well-established, global organization recognized for its innovative lighting, shading, and energy management solutions across residential and commercial markets. The company is known for its strong engineering culture, premium product quality, and long-standing partnerships with builders, designers, and electrical professionals.The Sales Support Representative plays a key role in qualifying inbound leads, passing qualified opportunities to closers, and managing assigned customer accounts, acting as a primary point of contact within the sales organization. This position is relationship-focused and consultative rather than closing-heavy, Key Responsibilities<ul><li>Qualify inbound warm leads via phone and email to assess customer needs and next steps</li><li>Support assigned customer accounts and serve as a consistent point of contact</li><li>Maintain regular communication to build and support ongoing client relationships</li><li>Accurately document lead and account activity on Salesforce </li><li>Coordinate closely with internal sales and account teams to ensure smooth handoffs</li><li>Respond to customer inquiries related to products, pricing, availability, and order status</li><li>Track follow-ups and ensure timely responses and resolution</li></ul>
2026-04-30T00:00:00Z

Sales Support

Bethesda, MD
onsite
Temporary / Contract
18 - 22 USD / Hourly
We are looking for a Sales Support professional to help the sales team operate efficiently by managing documentation, customer communication, reporting, and process coordination. This role is key to improving productivity, supporting clients, and contributing to overall sales success. Responsibilities: • Prepare sales reports, proposals, and presentations. • Maintain CRM databases and update client information. • Process sales orders and ensure accuracy in documentation. • Coordinate communication between sales, marketing, and operations teams. • Assist with client follow-ups and post-sale support.
2026-04-29T00:00:00Z

Sales Support

Gaithersburg, MD
onsite
Temporary / Contract
18 - 22 USD / Hourly
Our client is looking for a Sales Support Specialist to assists the sales team with administrative and operational support to drive business growth. This position requires organizational skills, attention to detail, and a customer-focused attitude. Responsibilities: • Prepare sales reports, proposals, and presentations. • Maintain CRM databases and update client information. • Process sales orders and ensure accuracy in documentation. • Coordinate communication between sales, marketing, and operations teams. • Assist with client follow-ups and post-sale support.
2026-04-29T00:00:00Z

Sales Support

Rockville, MD
onsite
Temporary / Contract
18 - 22 USD / Hourly
We are looking for aSales Support Specialist to assist the sales team with administrative and operational support to drive business growth. This position requires organizational skills, attention to detail, and a customer-focused attitude. Responsibilities: • Prepare sales reports, proposals, and presentations. • Maintain CRM databases and update client information. • Process sales orders and ensure accuracy in documentation. • Coordinate communication between sales, marketing, and operations teams. • Assist with client follow-ups and post-sale support.
2026-04-29T00:00:00Z

Sales Support

Dayton, OH
onsite
Temporary to Hire
24.7 - 28.6 USD / Hourly
We are looking for a detail-oriented Sales Support team member to join our team in Ohio. This permanent position is ideal for someone who thrives in a fast-moving environment, enjoys keeping order activity organized, and takes pride in delivering accurate information to customers and internal partners. In this role, you will help maintain smooth order processing, support sales and operations teams, and contribute to reliable communication across the business. Responsibilities:• Manage incoming purchase order activity by entering new orders, reviewing revisions, and confirming information aligns with pricing, lead times, and contract expectations.• Keep customer-facing and internal order tracking tools current by updating shipment information, schedule changes, pricing adjustments, and other key order details throughout the day.• Monitor orders from initial receipt through final delivery, identify potential delays or discrepancies, and raise issues promptly to support timely resolution.• Communicate clearly with customers, sales representatives, and cross-functional teams regarding order progress, exceptions, and next steps.• Partner with internal departments to process cancellations, engineering or drawing updates, and other order changes while maintaining data accuracy across systems.• Work closely with logistics contacts to record shipment details, including tracking information and package data, and ensure delivery updates are reflected in dashboards.• Support quote administration by entering sales-generated pricing information and helping maintain organized records for new business opportunities.• Prepare and maintain reports related to open orders, backlogs, delivery timing, and fulfillment performance to support operational visibility.• Coordinate with accounts receivable and customer contacts to resolve invoice questions, confirm receipt of goods, and help promote timely payment processing. For immediate consideration, call 937.224.8326.
2026-05-01T00:00:00Z

Sales Support

Hyattsville, MD
onsite
Temporary / Contract
18 - 22 USD / Hourly
Our client is seeking a Sales Support professional to provide administrative and operational support to the sales team to help drive revenue and maintain strong client relationships. This position requires organizational skills, attention to detail, and a customer-focused attitude. Responsibilities: • Prepare sales reports, proposals, and presentations. • Maintain CRM databases and update client information. • Process sales orders and ensure accuracy in documentation. • Coordinate communication between sales, marketing, and operations teams. • Assist with client follow-ups and post-sale support.
2026-04-29T00:00:00Z

Sales Support

Arden, NC
remote
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for a detail-oriented Sales Support team member to join a long-term contract opportunity based in Arden, North Carolina. This position focuses on coordinating order activities, resolving day-to-day issues, and helping maintain strong communication across sales and warehouse operations. The ideal candidate is organized, responsive, and comfortable managing urgent requests while keeping shipment and order information accurate and up to date. Responsibilities: • Enter and process customer orders accurately, ensuring each request moves efficiently through the fulfillment cycle. • Coordinate closely with warehouse personnel to confirm order status, address delays, and support timely shipment activities. • Investigate service or order-related issues, identify root causes, and drive practical solutions to keep operations on track. • Respond calmly to urgent situations and shifting priorities, taking action to resolve problems as they arise. • Track container and shipment reports, maintaining current information and escalating concerns when needed. • Provide day-to-day administrative and operational support for the broader team as additional needs come up.
2026-04-30T00:00:00Z

Sales Support

Houston, TX
onsite
Temporary / Contract
17.1 - 19.8 USD / Hourly
We are looking for a detail-oriented sales support specialist to help strengthen customer relationships and drive revenue growth from a defined business portfolio in Houston, Texas. This Long-term Contract position is ideal for someone with extensive B2B sales experience in technical or electronic products and a strong ability to identify opportunities, develop solutions, and close business with confidence. The role requires a strategic, organized approach to account management, along with consistent communication, reporting, and collaboration across sales and customer service teams. Responsibilities: • Expand revenue within an assigned customer portfolio by proactively contacting clients, identifying needs, preparing solutions, and advancing opportunities through to order completion. • Use internal sales platforms to organize accounts, plan follow-up activity, track buying patterns, generate estimates, and process customer orders accurately. • Evaluate customer requirements and recommend suitable products while increasing awareness of the company’s broader offerings and related solutions. • Maintain complete and accurate records of customer conversations, sales activity, and account updates within the company’s systems. • Provide management with timely updates on pipeline progress, sales activity, and account performance through regular reporting. • Take part in training programs and team meetings to stay current on products, sales practices, and business priorities. • Work with sales leadership and customer service partners to address customer concerns, investigate issues, and support effective resolutions. • Surface unmet customer demand and share market feedback with Sales and Marketing to support expansion of the product portfolio. • Partner with sales management on larger opportunities to improve win rates and accelerate account growth.
2026-05-01T00:00:00Z

Customer Service Administrator

Fort Lauderdale, FL
onsite
Permanent / Full Time
63500 - 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 connection between our organization and our customers, ensuring exceptional service and efficient communication. The ideal candidate is highly organized, customer-focused, and thrives in a fast-paced, collaborative environment. Responsibilities: • Act as the primary point of contact for customers, providing timely and accurate information regarding their service requests. • Collaborate with internal teams to ensure efficient coordination and successful completion of customer service requirements. • Review and verify completed service requests to ensure billing aligns with contractual agreements. • Maintain organized and precise records of all customer interactions and service activities. • Provide administrative support to enhance the efficiency of daily operations. • Address and resolve customer inquiries and concerns with a proactive and solutions-focused approach. • Foster positive relationships with both internal and external stakeholders to promote seamless communication. • Monitor and manage customer accounts using CRM tools to ensure data accuracy and consistency. • Identify opportunities for process improvements to elevate the overall customer experience.
2026-05-01T00:00:00Z

Customer Service/Office Assistant

Enfield, CT
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
Customer Service/ Office Assistant Opportunity We are partnering with a well-established distributor that has been in business for over 50 years and has seen revenues double over the past year, with continued growth projected in the coming years. This company offers strong tenure, stability, and an excellent opportunity to join a growing customer service team. Key Responsibilities:<ul><li>Create orders from incoming requests</li><li>Answer calls and assist customers with order management</li><li>Provide estimates as needed</li><li>Process orders </li><li>Prepare shipping, delivery, and billing paperwork</li><li>Process purchase orders for vendors </li><li>Ad hoc projects within the department- looking for a jack of all trades!</li></ul> Why Apply:<ul><li>Strong company stability and growth</li><li>Good benefits, tenured culture</li><li>Ideal for early birds — hours are typically 7:00 AM to 3:00/4:00 PM range.</li></ul> If interested, please apply today or send your resume to Kelsey.Ryan@roberthalf(.com)
2026-04-24T00:00:00Z

Client Services Specialist

Santa Barbara, CA
onsite
Temporary / Contract
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.
2026-05-01T00:00:00Z

Client Services Specialist

Boston, MA
onsite
Temporary / Contract
30 - 32 USD / Hourly
This position supports the Investment Consulting Services team with a blend of operational and administrative responsibilities. The role acts as a liaison with investment managers, vendors, custodians, and clients, handling client paperwork (brokerage accounts, agreements, trade authorizations), tracking and logging financial transactions, and coordinating compliance for client documentation. Additional duties include preparing tax packages, supporting client meetings, organizing financial documents, and facilitating communications between clients and staff. Key Qualifications & Experience to Target: Associate’s Degree or higher (Bachelor’s preferred but not required). Minimum 2 years of administrative support experience in a detail oriented services environment; prior experience in wealth management, investment, or tax/accounting firms is strongly preferred. Strong client service orientation, professionalism, and teamwork mindset. High attention to detail, process-orientation, and ability to manage transactional accuracy/compliance. Proven ability to manage multiple deadlines independently and proactively. Superior communication skills (both verbal and written) for working with internal and external stakeholders of varying seniority. Advanced proficiency in Microsoft Excel and PowerPoint. Solid experience with Teams, Word, and Outlook. Demonstrated experience tracking transactions, preparing or filing sensitive client documentation, and organizing meetings/materials. Comfort working in a fast-paced, high-accountability environment.
2026-04-30T00:00:00Z

Call Center Representative

Mechanicsburg, PA
onsite
Temporary / Contract
18 - 20 USD / Hourly
We’re working with a growing company in the Harrisburg area that’s looking to add friendly, reliable Call Center Representatives to their team. If you enjoy helping customers and thrive in a fast‑paced environment, this could be a great fit! What You’ll Be Doing<ul><li>Handling inbound and/or outbound calls</li><li>Assisting customers with questions, requests, or concerns</li><li>Entering and updating information accurately in the system</li><li>Providing professional, courteous service on every call</li></ul>
2026-04-13T00:00:00Z

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