<p><strong>Position Overview</strong></p><p>Our client, a growing wealth management firm, is seeking a Senior Client Services Associate to support its advisory team and help deliver an exceptional client experience. This individual will play an integral role in managing client account administration, coordinating onboarding activities, supporting reporting processes, and ensuring day-to-day operations run smoothly.</p><p><br></p><p>The Senior Client Services Associate will work closely with financial advisors, internal operations teams, and external partners to address client needs, maintain accurate records, and support efficient workflows. This role will also provide guidance to junior team members and contribute to the development of processes that enhance service delivery and support the firm's continued growth.</p><p><br></p><p>The ideal candidate is proactive, detail-oriented, and comfortable balancing competing priorities in a client-focused financial services environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with financial advisors to coordinate client requests, manage service priorities, and ensure timely follow-up.</li><li>Facilitate new client onboarding, including preparing, processing, and tracking account documentation across relevant platforms.</li><li>Coordinate account maintenance requests, asset transfers, fund movements, and other account-related activities.</li><li>Assist with portfolio reporting, account reviews, and the preparation and reconciliation of client performance reports.</li><li>Manage advisor calendars and coordinate client meetings, appointments, and follow-up communications.</li><li>Serve as a reliable point of contact for internal teams, custodians, and other external partners to help resolve client service needs.</li><li>Maintain accurate client files, account records, and documentation in accordance with internal procedures and applicable regulatory requirements.</li><li>Collaborate with compliance and operations teams to support periodic reviews, documentation requests, billing processes, and reporting requirements.</li><li>Monitor outstanding client requests and account activity to ensure tasks are completed accurately and within established deadlines.</li><li>Identify opportunities to streamline workflows, improve consistency, and enhance the overall client and advisor experience.</li><li>Provide day-to-day guidance, training, and mentorship to junior client service team members.</li><li>Assist with developing and maintaining standardized procedures, workflows, and best practices.</li><li>Serve as a knowledgeable resource for client service and operational matters within the office.</li><li>Support the implementation of process improvements as the firm continues to grow.</li></ul><p><br></p>
We are looking for a Sr. Customer Service Specialist to join our team in Memphis, Tennessee in a contract-to-permanent capacity. This position serves as a central point of contact for customers while overseeing order activity, account support, and coordination across sales, operations, warehouse, technical, and production teams. The ideal candidate brings a strong service mindset, excellent organization, and the ability to keep multiple priorities moving in a fast-paced, onsite environment.<br><br>Responsibilities:<br>• Oversee the full order lifecycle from initial entry through fulfillment, confirming accuracy, timing, and customer expectations at each stage.<br>• Partner with internal departments to resolve questions related to inventory, shipment schedules, documentation, and order progress for domestic and international customers.<br>• Support customer accounts by assisting with pricing details, proposals, contract-related coordination, and activities that strengthen long-term business relationships.<br>• Track open orders, customer demand patterns, and forecast information to help improve planning and day-to-day operational execution.<br>• Maintain organized customer records, shared communication channels, and reporting data to ensure information remains current and accessible.<br>• Identify service gaps and workflow inefficiencies, then recommend practical improvements that enhance responsiveness and accuracy.<br>• Provide cross-coverage for customer service and commercial support tasks as business needs shift.<br>• Communicate clearly with customers and internal partners to address issues quickly and maintain a consistent service experience.
<p>We are looking for a Client Relationship Manager to join our clients team, in the twin Cities Minnesota. In this position, you will support private client operations by delivering attentive service, coordinating account-related activities, and helping financial services colleagues meet client needs efficiently. This opportunity is well suited for someone with a strong background in financial services who enjoys solving problems, managing details, and building trusted client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Oversee day-to-day client service operations, including preparing documents, processing requests, and coordinating account-related follow-up.</p><p>• Deliver responsive, personalized support by understanding each client’s circumstances and addressing questions or service needs in a timely manner.</p><p>• Partner closely with financial services colleagues and internal team members to maintain accurate workflows and uphold firm standards and regulatory expectations.</p><p>• Step in to assist other team members when coverage is needed due to workload demands or staff absences.</p><p>• Use internal platforms and service tools to manage client information, support business activity, and improve the overall service experience.</p><p>• Draft client-facing and internal correspondence in a clear, detail-focused manner while following established guidelines.</p><p>• Investigate account issues thoroughly and work across stakeholders to bring complex matters to a successful resolution.</p><p>• Maintain strict adherence to compliance requirements, firm procedures, and documentation standards.</p><p>• Take on additional administrative and client support duties as business needs evolve.</p>
<p>A stable and well-established Davenport-area manufacturer is seeking a <strong>Front Office & HR Support Coordinator</strong> to become an integral part of its team. This is an excellent opportunity for someone who enjoys being the go-to person in an office environment while supporting Human Resources and helping keep daily operations running smoothly.</p><p><br></p><p>This position combines front office responsibilities, employee support, administrative coordination, and payroll-related assistance. The ideal candidate is organized, dependable, professional, and enjoys building a long-term career with an employer that values longevity and teamwork.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Serve as the first point of contact for visitors, employees, and incoming calls</li><li>Coordinate visitor check-in procedures and office security protocols</li><li>Manage incoming and outgoing mail</li><li>Provide administrative support across multiple departments</li><li>Assist the Human Resources team with confidential employee matters</li><li>Support payroll preparation and payroll-related administrative activities</li><li>Create and distribute employee communications and company newsletters</li><li>Coordinate employee acknowledgements, recognition efforts, and other office support activities</li><li>Maintain organized records and documentation</li><li>Assist with special projects and day-to-day office operations</li></ul><p><br></p><p><strong>Why This Opportunity?</strong></p><p>This is a contract-to-hire opportunity with great long-term potential coming available due to a retirement! Join a company where employees build long-term careers and make a meaningful impact across the organization. You'll work closely with leadership, gain exposure to HR functions, and play a key role in supporting employees and daily business operations.</p><p><br></p><p>Apply and share your resume and/or connect with our team directly by calling us at (563) 359-7535.</p><p><br></p>
<p>We are looking for two <strong>Call Center Specialists</strong> to support retailer communications and deliver responsive service from Albany, New York. These Contract positions focus on handling daily outreach and inbound inquiries while helping retailers maintain accurate instant ticket inventory and stay informed about current game offerings. The ideal candidates bring customer-focused approach, strong organization, are very comfortable on the phones, and have the ability to manage multiple priorities in a fast-paced call center environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Coordinate and complete the daily call queue with accuracy, urgency, and consistent follow-through.</p><p>• Respond to incoming calls from retailers, address questions clearly, and provide timely support for order-related concerns.</p><p>• Share updates on active games, upcoming launches, jackpot activity, and promotional programs so retailers can plan effectively.</p><p>• Review and prepare required forms and documentation, ensuring all records are completed correctly and submitted on time.</p><p>• Partner with retailers and internal teams to research ordering discrepancies, shipment issues, and inventory-related questions.</p><p>• Conduct outbound follow-up with retailers who have not yet confirmed their orders and help secure timely responses.</p><p>• Use computer-based tools, including Enterprise Series and customer service systems, to enter information and track interactions.</p><p>• Balance multiple tasks throughout the day while maintaining service quality and meeting productivity expectations.</p><p>• Expand knowledge through cross-training to provide broader team support and improve issue resolution coverage.</p>
<p>A public-sector support organization is looking for a highly organized HR Coordinator to keep recruitment, onboarding, and employee records running smoothly. This role is a great fit for someone who enjoys coordinating details, assisting employees with HR questions, and ensuring personnel documentation is complete and accurate. You’ll partner with HR leadership and department managers to support a range of employee lifecycle activities.</p><p><strong>What You’ll Do:</strong></p><ul><li>Coordinate interview scheduling, candidate communications, and recruitment documentation.</li><li>Prepare onboarding materials and track required employment forms and acknowledgments.</li><li>Maintain personnel files and update employee information in the HRIS.</li><li>Assist with background checks, reference checks, and pre-employment requirements.</li><li>Track probationary periods, performance review deadlines, training completion, and employee status changes.</li><li>Support benefits enrollment and route employee questions to the appropriate HR contact.</li><li>Assist with leave documentation and maintain confidential records.</li><li>Prepare employment letters, personnel change forms, and routine HR correspondence.</li><li>Help compile staffing reports, headcount updates, and compliance documentation.</li><li>Coordinate orientation sessions and communicate onboarding schedules to new hires.</li><li>Respond to routine employee questions regarding policies, forms, and HR processes.</li></ul>
We are looking for a Human Resources Coordinator to support day-to-day recruitment and onboarding activities for our team. This role focuses on recruitment coordination, new employee administration, orientation support, and accurate recordkeeping across the employee lifecycle. The ideal candidate is organized, detail-oriented, and comfortable working with managers and candidates to ensure a smooth and consistent hiring experience.<br><br>Responsibilities:<br>• Manage and refresh position descriptions and employment advertisements in partnership with HR team members, securing leadership approval before publication.<br>• Review historical workforce trends and collaborate with department leaders to anticipate staffing volume, timing, and seasonal workforce demands.<br>• Advertise open roles across internal and external channels and apply a range of sourcing methods to attract applicants with relevant experience.<br>• Arrange interviews between candidates and hiring managers while maintaining complete and accurate updates in recruiting and applicant tracking systems.<br>• Present employment offers to selected candidates, respond to questions about benefits and onboarding steps, and assist with completion of pre-employment and onboarding documents.<br>• Support background screening activities, identify cases requiring additional review, and monitor required licenses or certifications to ensure compliance.<br>• Organize orientation schedules and coordinate each employee’s start date and first-day logistics with the appropriate department supervisor.<br>• Lead orientation sessions for new employees and rehires, explain workplace policies, facilitate required training content, and coordinate safety training as needed.<br>• Maintain digital and paper personnel files in accordance with document retention requirements and assist with approved uniform and onboarding-related purchases.
<p>We are seeking a professional and customer-focused French Bilingual Customer Service Representative. In this role, you will serve as a primary point of contact for customers, providing exceptional support in both English and French. The ideal candidate has strong communication skills, enjoys helping others, and can effectively manage customer inquiries in a fast-paced environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Provide outstanding customer service in both French and English via phone, email, and other communication channels.</li><li>Resolve customer concerns efficiently while maintaining a positive customer experience.</li><li>Accurately document customer interactions and update records within company systems.</li><li>Process customer orders, account updates, and service requests.</li><li>Escalate complex issues when necessary and follow through to resolution.</li><li>Meet established performance, quality, and productivity expectations.</li></ul><p><br></p>
We are looking for a Community Service Provider Manager to lead service delivery operations and support individuals in accessing resources that promote independence and well-being in California. This contract position offers the potential for a permanent role and combines team leadership, community partnership development, and direct case support in a mission-driven environment. The ideal candidate will bring strong experience in case management, staff supervision, and disability-related services while helping strengthen program performance and documentation practices.<br><br>Responsibilities:<br>• Guide intake and service assessment activities to ensure individuals are evaluated accurately and connected with appropriate support.<br>• Coach and supervise team members, provide regular staff meetings, and help build knowledge of community resources and service practices.<br>• Establish and maintain collaborative relationships with agencies, providers, and community partners to expand referral options and reduce service gaps.<br>• Manage complex or high-priority cases by offering direct assistance beyond the scope of front-line staff when needed.<br>• Facilitate recurring member, provider, and internal team meetings to support communication, case coordination, and program alignment.<br>• Resolve concerns raised by members or employees in a timely, thoughtful manner while promoting a respectful service environment.<br>• Oversee documentation and data tracking processes to support confidentiality, reporting accuracy, and audit readiness across program activities.<br>• Deliver direct services such as advocacy, referrals, independent living planning, peer support, and coordination of disability-related resources.<br>• Represent the program through outreach, presentations, and community events that raise awareness of available services and strengthen local engagement.<br>• Respond to urgent situations affecting individuals with disabilities, including emergencies that may require flexible or nontraditional work hours.
<p>Our client in the Branchburg, NJ area is hiring a <strong>Scheduling Coordinator</strong>. This role is fully onsite, Monday through Friday, and is seeking someone with 1+ years of related experience. Depending on experience, the base salary range is $60,000–$70,000. Benefits include Medical, Dental, Vision, 401(k), PTO, and paid holidays.</p><p><strong>Scheduling Coordinator –</strong></p><ul><li>Coordinate and manage schedules for 9 field service technicians performing installations and service calls across multiple locations.</li><li>Match technicians to jobs based on availability, location, and service requirements to ensure efficient scheduling and coverage.</li><li>Communicate with field technicians, subcontractors, and internal teams to coordinate job assignments and address scheduling needs.</li><li>Monitor schedules and make adjustments as needed to accommodate urgent requests, last-minute changes, and shifting priorities.</li><li>Maintain accurate scheduling information and ensure clear communication regarding job details, timelines, and updates.</li><li>Support day-to-day service operations by helping keep jobs organized, properly assigned, and on schedule.</li></ul><p><br></p>
<p>Robert Half is hiring an HR Coordinator to support daily human resources tasks and help keep HR processes organized. This role assists with onboarding, employee records, recruiting coordination, benefits support, and general HR administration. The HR Coordinator works with employees and managers to provide day-to-day support and help maintain a positive workplace.</p><p><strong>Responsibilities</strong></p><ul><li>Help with daily HR tasks and answer employee questions</li><li>Support onboarding and new hire paperwork</li><li>Maintain employee records and update HR systems</li><li>Assist with interview scheduling and recruiting coordination</li><li>Help with benefits enrollment and employee changes</li><li>Support payroll updates and timekeeping changes</li><li>Prepare HR documents, reports, and letters</li><li>Help track compliance items and maintain confidentiality</li></ul><p><br></p>
<p>We are seeking a Community Outreach Coordinator to build relationships and support engagement efforts throughout the community.</p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate outreach events and workshops</li><li>Develop partnerships with community organizations</li><li>Conduct presentations and informational sessions</li><li>Track participation and outreach efforts</li><li>Promote programs and resources</li></ul><p><br></p>
<p>We are looking for a welcoming and organized Front Desk Coordinator to support daily front-desk operations in Aurora, Colorado. This Contract position is ideal for someone who enjoys creating a positive first impression, managing administrative tasks, and keeping the workplace running smoothly. The successful candidate will balance customer-facing responsibilities with routine office support while maintaining a detail-oriented and dependable presence. This position is for a new Aurora community center - the days are November 23rd, November 30th, December 1st, 2nd and 3rd from 4:45am- 10am.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors, clients, and staff in a courteous manner and ensure they are directed to the appropriate person or department.</p><p>• Answer and route incoming phone calls, take accurate messages, and respond to general inquiries with efficiency.</p><p>• Maintain the reception area so it remains clean, organized, and ready to receive guests throughout the day.</p><p>• Support everyday administrative activities such as scheduling appointments, handling correspondence, and preparing basic documents.</p><p>• Monitor incoming and outgoing mail, packages, and deliveries to help keep office communications and materials moving efficiently.</p><p>• Use Microsoft Office applications to update records, create routine documents, and assist with general clerical tasks.</p><p>• Coordinate with internal team members to help manage visitor access, meeting logistics, and front-office needs.</p><p>• Perform additional receptionist and office support duties as needed to ensure smooth day-to-day operations.</p>
<p>A growing manufacturer is seeking a responsive, organized Customer Support & Order Management Specialist to serve as a key connection between customers, sales, warehouse operations, and logistics. This is an excellent opportunity for someone who enjoys helping customers but also likes the administrative and operational side of getting things done. You'll manage customer inquiries from initial order entry through delivery updates and resolution of any issues. The team needs someone who can stay organized when priorities change, communicate clearly when something goes off track, and make sure customers receive accurate information rather than being passed from department to department.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Respond to customer inquiries by phone and email regarding orders, products, availability, and delivery schedules.</li><li>Enter customer orders and verify pricing, quantities, shipping details, and purchase order information.</li><li>Monitor open orders and communicate status updates to customers.</li><li>Coordinate with warehouse and logistics teams regarding shipments, delays, and delivery changes.</li><li>Investigate order discrepancies, damaged shipments, returns, and missing items.</li><li>Process order changes, cancellations, credits, and replacement requests according to company procedures.</li><li>Maintain accurate customer account notes and order records.</li><li>Work with sales representatives to resolve customer concerns and improve service.</li><li>Follow up on outstanding issues until the customer receives a clear resolution.</li><li>Prepare order reports and track recurring customer service issues.</li><li>Assist with account setup and customer documentation.</li><li>Identify workflow improvements that reduce order errors and response times.</li></ul><p><br></p>
<p>Senior Accounts Receivable Coordinator</p><p><br></p><p>$75,000–$95,000 | Full-Time | Hybrid (if applicable)</p><p><br></p><p>A growing and well-established organization with over $240MM in revenue is seeking a Senior Accounts Receivable Coordinator to join its finance team. This role is ideal for a detail-oriented AR professional who brings strong ownership of the receivables process, enjoys collaborating cross-functionally, and is comfortable handling complex customer accounts.</p><p><br></p><p>This position plays a critical role in maintaining healthy cash flow, improving collections, and supporting accurate financial reporting.</p><p><br></p><p>Position Overview</p><p><br></p><p>The Senior Accounts Receivable Coordinator will oversee the full AR lifecycle, including invoicing, collections, cash application, dispute resolution, and reporting. This role works closely with accounting leadership, sales, and customer service teams to ensure timely payment and strong customer relationships.</p><p><br></p><p><br></p><p><br></p><p>Key Responsibilities</p><p><br></p><ul><li>Manage and oversee the full accounts receivable cycle</li><li>Prepare and issue accurate customer invoices in a timely manner</li><li>Lead collection efforts, including outreach to customers and resolution of outstanding balances</li><li>Apply cash receipts and reconcile customer accounts</li><li>Investigate and resolve billing discrepancies and customer disputes</li><li>Monitor AR aging reports and proactively address delinquent accounts</li><li>Assist with month-end close activities related to AR</li><li>Ensure compliance with internal controls, policies, and procedures</li><li>Support process improvements to enhance efficiency and accuracy</li><li>Provide AR reporting and insights to accounting leadership</li></ul>
<p>We are looking for a Workplace Experience Coordinator to support daily front desk and office services operations in Norwalk, CT. This is a fully onsite contract position that offers the chance to build hands-on experience in workplace services within a busy corporate setting. The person in this role will help create a welcoming environment for employees, visitors, and vendors while coordinating essential administrative, mail, print, and meeting space support. This opportunity is well suited for someone who is organized, detail-oriented, and comfortable balancing multiple priorities throughout the day.</p><p><br></p><p>Responsibilities:</p><p>• Welcome employees, guests, and external partners at the front desk and provide a welcoming first point of contact.</p><p>• Coordinate meeting room bookings and help maintain organized scheduling for shared workplace spaces.</p><p>• Handle daily incoming and outgoing mail activities, ensuring timely distribution and shipment processing.</p><p>• Assist with print requests by preparing business materials such as presentations, booklets, and other office documents.</p><p>• Monitor pantry and common area supplies and replenish items to keep shared spaces ready for use.</p><p>• Provide basic support in conference rooms and audiovisual spaces to help meetings run smoothly.</p><p>• Contribute to general workplace operations and office services tasks as needed throughout the site.</p><p>• Foster a positive on-site experience by responding to requests with a customer-focused and service-oriented approach.</p>
We are looking for a Workplace Experience Coordinator to support daily front-of-house operations at a secure client site in Louisville, Tennessee. This Contract position is ideal for someone who enjoys creating a welcoming environment while maintaining strong site security and smooth workplace services. The role combines reception support, visitor coordination, and onsite hospitality tasks to help employees and guests have an organized and welcoming experience.<br><br>Responsibilities:<br>• Manage the front desk by greeting visitors, answering incoming calls, and directing inquiries to the appropriate contacts.<br>• Monitor site entry procedures and help ensure guests and vendors follow established access guidelines within authorized areas only.<br>• Provide day-to-day pantry support by keeping shared spaces stocked, orderly, and ready for use.<br>• Prepare meeting areas before scheduled events and restore rooms afterward so spaces remain presentable and functional.<br>• Coordinate catering setup and cleanup for onsite meetings and workplace events.<br>• Support workplace operations at a smaller, security-conscious delivery center with consistent attention to detail and service standards.<br>• Respond to general administrative and reception needs to help maintain efficient daily site coverage.
<p>We are looking for a Workplace Experience Coordinator to support daily front desk operations and create a welcoming, organized environment for employees and visitors in New York. This long-term contract opportunity is ideal for someone who enjoys delivering attentive reception support, managing high-volume communications, and ensuring smooth day-to-day workplace experience services. The role follows a Tuesday through Thursday schedule and offers the potential for extended engagement based on business needs.</p><p><br></p><p>Responsibilities:</p><p>• Welcome guests, employees, and vendors with an attentive and service-oriented approach while maintaining an orderly front desk presence.</p><p>• Manage incoming calls through a multi-line phone system, direct inquiries to the appropriate contacts, and relay messages accurately and promptly.</p><p>• Coordinate visitor check-in procedures and provide general workplace support to help daily office operations run efficiently.</p><p>• Monitor the reception area and shared spaces to ensure they remain presentable, functional, and ready for use throughout the day.</p><p>• Respond to routine questions from internal and external contacts, offering clear information and timely assistance.</p><p>• Support administrative and workplace coordination tasks such as scheduling, basic record upkeep, and communication follow-up as needed.</p><p>• Maintain a dependable on-site presence during the assigned Monday through Friday schedule to ensure consistent front desk coverage.</p>
<p>We are looking for a dependable, compassionate, and detail-oriented individual to support emergency housing stabilization and case management services for residents facing sudden housing crises. This position combines administrative coordination with direct support during emergency situations, requiring someone who can stay organized, communicate clearly, and respond with empathy in high-pressure environments. The role is primarily onsite and is well suited for candidates who can balance detailed case documentation with occasional participation in after-hours emergency response efforts.</p><p><br></p><p>Responsibilities:</p><p>• Conduct resident intakes and assess immediate housing, financial, and support needs following emergency incidents.</p><p>• Maintain complete and accurate electronic case records, including notes, referrals, follow-up actions, and service outcomes in the case management system.</p><p>• Prepare and organize incident-related documentation such as photographs, response details, and summaries involving emergency personnel and partner agencies.</p><p>• Help create practical stabilization plans by linking individuals and families with community programs, housing resources, and supportive services.</p><p>• Provide respectful, trauma-informed assistance to residents experiencing displacement, distress, or urgent housing challenges.</p><p>• Participate in rotating on-call coverage and assist during evenings, weekends, holidays, and other emergency response periods when needed.</p><p>• Support shelter coordination and housing recovery activities during fires, severe weather events, evacuations, utility disruptions, and similar crises.</p><p>• Collaborate with city departments, nonprofit organizations, emergency responders, and internal teams to coordinate timely services and referrals.</p><p>• Contribute to team meetings, emergency planning discussions, and efforts to improve service delivery and community resource connections.</p>
<p>We are looking for a motivated Inside Sales / Customer Service Representative to support business growth through lead generation, customer engagement, and sales performance tracking. This role is well suited for someone who combines strong analytical thinking with a proactive approach to outreach and relationship building. The selected individual will help identify opportunities, maintain accurate sales data, and contribute to revenue goals by supporting the full sales cycle.</p><p><br></p><p>Responsibilities:</p><p>• Analyze sales activity and pipeline data to identify trends, opportunities, and areas for improvement.</p><p>• Conduct outbound outreach to prospective customers, assess interest, and develop leads for the sales team.</p><p>• Maintain accurate customer and opportunity records within the company CRM system and track progress across the sales process.</p><p>• Prepare sales reports, dashboards, and performance summaries to support business decisions and revenue planning.</p><p>• Coordinate with internal teams to assist with quotations, purchase order processing, and customer follow-up.</p><p>• Communicate with customers to answer questions, provide updates, and strengthen ongoing business relationships.</p><p>• Support lead management efforts by nurturing prospects and helping move promising opportunities toward conversion.</p>
<p>A growing educational institution is seeking an Operations Support Coordinator to help keep academic programs, faculty initiatives, and student-facing operations running smoothly. This position is ideal for someone who enjoys coordinating multiple moving pieces, improving administrative workflows, and supporting a mission-driven organization. Working alongside academic leadership and department staff, the coordinator will manage schedules, track program documentation, support purchasing and budget processes, and help ensure students and faculty receive timely administrative support. Candidates with experience in higher education, school administration, or educational program coordination are encouraged to apply.</p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate administrative operations for academic departments, student programs, and faculty initiatives.</li><li>Maintain calendars, meeting schedules, agendas, and follow-up action items.</li><li>Track program deadlines, enrollment-related documentation, and departmental deliverables.</li><li>Assist with purchase requests, expense tracking, budget records, and invoice routing.</li><li>Prepare spreadsheets, presentations, reports, and internal communications.</li><li>Coordinate workshops, orientations, faculty meetings, and student events.</li><li>Serve as a liaison between department leadership and campus support teams.</li><li>Maintain organized electronic records and confidential student or employee information.</li><li>Monitor outstanding requests and follow up with staff to keep projects on schedule.</li><li>Identify workflow inefficiencies and recommend practical administrative improvements.</li></ul>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Advisor</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Collaborative Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Anisa is partnering with a highly respected wealth management firm is seeking a <strong>Client Advisor</strong> to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul><p>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p><p><br></p><p><br></p><p><br></p>
We are looking for a dependable Medical Front Desk Coordinator to support a busy healthcare practice. This contract position with the potential to become permanent is ideal for someone who enjoys keeping the front office organized, creating a welcoming patient experience, and contributing to a steady daily workflow. You will join a collaborative team that values reliability, professionalism, and a willingness to learn, with training available for the right candidate. This permanent day-shift opportunity offers a consistent schedule in a supportive medical setting.<br><br>Responsibilities:<br>• Greet patients warmly upon arrival and guide them through both registration and departure processes.<br>• Schedule, confirm, and adjust appointments to help maintain an efficient daily patient flow.<br>• Enter, review, and update insurance details to support accurate billing and coverage verification.<br>• Collect copayments and document front-desk financial transactions with accuracy.<br>• Answer incoming calls, address routine questions, and direct inquiries appropriately.<br>• Prepare materials and information needed for the day’s visits to keep the office running smoothly.<br>• Retrieve and organize patient charts and related records as needed for appointments.<br>• Record, reconcile, and calculate daily charges to support front-office financial accuracy.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | REMOTE</strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role is offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Customer Navigator to deliver high-touch, non-clinical support for patients and guests receiving care in Palo Alto, California. This Long-term Contract position focuses on creating a welcoming experience, guiding individuals through appointments and services, and helping resolve questions before, during, and after visits. The ideal candidate brings strong customer service instincts, excellent communication skills, and the ability to coordinate across departments in a fast-paced healthcare environment.<br><br>Responsibilities:<br>• Serve as a primary non-clinical point of contact for patients and visitors, offering guidance and concierge-style assistance throughout their care experience.<br>• Coordinate appointments and related service needs for referred patients during both inpatient and outpatient encounters.<br>• Help patients and guests navigate the healthcare environment by explaining processes, locations, and available support resources.<br>• Share transportation and campus shuttle information to assist visitors traveling between hospital sites and clinics.<br>• Escalate concerns, service issues, or special requests to the appropriate teams and document relevant details when needed.<br>• Support patient-centered communication standards in all interactions with patients, families, and staff members.<br>• Maintain compliance with hospital policies related to safety, security, quality expectations, and respectful workplace conduct.<br>• Participate in training and ongoing learning activities to remain current on service protocols, patient rights, and organizational standards.