323 Results for Customer Service Coordinator Jobs

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Customer Navigator

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
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. Responsibilities: • Serve as a primary non-clinical point of contact for patients and visitors, offering guidance and concierge-style assistance throughout their care experience. • Coordinate appointments and related service needs for referred patients during both inpatient and outpatient encounters. • Help patients and guests navigate the healthcare environment by explaining processes, locations, and available support resources. • Share transportation and campus shuttle information to assist visitors traveling between hospital sites and clinics. • Escalate concerns, service issues, or special requests to the appropriate teams and document relevant details when needed. • Support patient-centered communication standards in all interactions with patients, families, and staff members. • Maintain compliance with hospital policies related to safety, security, quality expectations, and respectful workplace conduct. • Participate in training and ongoing learning activities to remain current on service protocols, patient rights, and organizational standards.
2026-11-06T00:00:00Z

Customer Navigator

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Customer Navigator to provide high-touch, non-clinical support for patients and guests receiving care in Palo Alto, California. This Contract position serves as a key point of contact before, during, and after visits, helping individuals move through the healthcare experience with clarity, confidence, and professionalism. The ideal candidate brings strong customer service skills, clear communication, and the ability to coordinate details while maintaining a patient-centered approach in a fast-paced medical environment. Responsibilities: • Guide patients and guests through the healthcare experience by serving as a primary non-clinical resource for questions, logistics, and general support surrounding their visits. • Coordinate appointments and related care arrangements for referred individuals across inpatient and outpatient settings, helping ensure timely access to services. • Share transportation and campus navigation information, including available shuttle options and directions to hospital and clinic locations. • Address patient and guest concerns with professionalism, escalating issues to the appropriate departments and documenting summaries when needed. • Deliver courteous, service-focused communication with patients, families, and staff while supporting a welcoming and respectful care environment. • Follow established hospital policies, safety expectations, quality standards, and regulatory requirements in all daily interactions and tasks. • Protect confidential information and handle sensitive situations with discretion, professionalism, and sound judgment. • Participate in ongoing education and training to stay current on service expectations, compliance requirements, and patient support practices.
2026-11-06T00:00:00Z

Job Costing Coordinator

Albuquerque, NM
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are seeking a **Job Costing Coordinator** for a temporary opportunity with a construction company in Albuquerque. This position will support the accounting and operations teams with job costing, budget maintenance, and general administrative responsibilities. Duties will include updating budget quantities for existing projects, setting up new job budgets and subcontractor billings in the accounting system, entering and allocating fuel expenses to equipment and individual jobs, assisting with accounts payable as needed, and coordinating vehicle registration renewals. The ideal candidate will have strong data entry skills, excellent attention to detail, and experience working with accounting software. Previous construction accounting, job costing, or accounts payable experience is highly preferred. Candidates should be organized, detail-oriented, and comfortable managing multiple tasks in a fast-paced environment. $26/hr - M-F 730-430
2026-11-09T00:00:00Z

part time Donor Services Coordinator

Cincinnati, OH
onsite
Temporary to Hire
22 - 25 USD / Hourly
We are looking for a part-time Donor Services Coordinator to support a nonprofit organization in Cincinnati, Ohio. This contract-to-permanent opportunity is ideal for someone who enjoys delivering excellent donor support, maintaining accurate records, and helping create a smooth and positive giving experience. The person in this role will work closely with internal teams to manage donation processing, donor communications, reporting, and fundraising support while handling sensitive information with care. Responsibilities: • Receive, review, and enter donor gifts from digital channels and mailed contributions with a high level of accuracy and timeliness. • Maintain donor records within the organization’s donor database, keeping information current, complete, and confidential. • Prepare acknowledgment letters, tax documentation, and donor recognition materials to ensure timely and thorough follow-up. • Respond to donor questions related to gifts, events, and available giving options with clear and courteous communication. • Support stewardship efforts by helping organize donor recognition activities and ongoing engagement initiatives. • Assist with fundraising projects, annual giving efforts, and special events by providing administrative and coordination support. • Produce reports, donation summaries, and fundraising data insights to help teams monitor results and donor activity. • Partner with development, finance, and marketing staff to support accurate gift processing and consistent donor communications. • Contribute to donor prospect tracking, grant support tasks, and related administrative projects as needed. • Help ensure donation handling and recordkeeping practices align with organizational guidelines and charitable giving requirements.
2026-11-10T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-10-16T00:00:00Z

Sr Customer Contact Center

Stoneham, MA
onsite
Permanent / Full Time
60000 - 61000 USD / Yearly
We are looking for an experienced customer contact center specialist to support clients with a wide range of banking service needs. This position focuses on delivering responsive, accurate assistance across digital and traditional service channels while maintaining a high standard of service. The ideal candidate brings strong financial services experience, sound operational judgment, and a commitment to creating positive customer experiences. Responsibilities: • Guide customers in using digital banking resources, including online and mobile platforms, to help them complete everyday banking activities confidently. • Respond to client questions promptly and handle account-related requests with accuracy, discretion, and attention to detail. • Process routine banking transactions while ensuring service quality, compliance, and a positive customer experience. • Support customer interactions across both face-to-face and remote channels, adapting communication style to meet individual needs. • Maintain strict adherence to security protocols, internal policies, and regulatory standards during every customer interaction. • Collaborate with team members to resolve service issues efficiently and contribute to smooth day-to-day contact center operations. • Represent the organization in customer- and community-facing activities that strengthen client relationships and brand presence.
2026-10-23T00:00:00Z

Office Services Coordinator - Level 3

Charlotte, NC
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a dependable Office Services Coordinator - Level 3 to support daily operations in our office. This contract to hire opportunity is ideal for someone who enjoys being the first point of contact in a busy corporate setting and can keep workplace services running efficiently with a high level of consistency. The role is fully onsite and involves close interaction with employees, visitors, vendors, and leadership while balancing administrative support, front desk coverage, and office coordination duties. Responsibilities:• Welcome employees, guests, and service providers at the front desk and create a detail-oriented, service-oriented experience for everyone entering the office.• Manage incoming office requests, respond to day-to-day workplace needs, and help maintain an organized and efficient onsite environment.• Coordinate routine administrative support activities, including document preparation, scheduling assistance, and follow-up on operational tasks.• Prepare requested reports and assist with expense-related documentation, ensuring accuracy and timely completion.• Oversee the readiness of conference rooms, shared spaces, and office service areas so they remain functional and presentable throughout the day.• Identify workplace issues proactively and take appropriate action or escalate concerns to office leadership when needed.• Partner with managers and internal teams to support special assignments and operational priorities as they arise.• Maintain a consistent onsite presence in a fast-moving office setting that requires frequent movement between sitting, standing, and walking.• Provide general support for office operations while working independently and managing multiple interruptions effectively.
2026-11-03T00:00:00Z

Payroll & HR Coordinator

Moorestown, NJ
onsite
Permanent / Full Time
55000 - 60000 USD / Yearly
Robert Half has partnered with a new company on their search for a self-starting Payroll & HR Coordinator with strong administrative and payroll skills and can act as the human resource manager’s right hand. This role serves as a key member of the HR team, assisting with payroll administration, onboarding, new hire orientation, benefits operations, timesheet records, payroll audits, payroll tax reporting, employee status changes, preparing offboarding documentation, and assisting with employee verifications as needed. The preferred Payroll & HR Coordinator should have proven knowledge of payroll practices, wage and hour regulations, and HR processes. How you will make an impact· Assist with new employee orientation· Employment Verifications· Process bi-weekly payroll· Maintain and update employee records· Coordinate benefit programs· Assist with the employee onboarding process· Develop new policies and procedures as needed· Assist with HR/Payroll ad hoc projects· Support other functions as assigned
2026-11-06T00:00:00Z

Client Solutions Director

New York, NY
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are hiring a Client Solutions Director to join Robert Half’s Management Resources practice in New York City. This role is ideal for a relationship driven sales achiever who enjoys developing new business, advising senior stakeholders, and helping organizations solve complex challenges across finance, accounting, HR, operations, and business transformation. If you’re a strong communicator and enjoy building client relationships, who thrives in a fast-paced, consultative environment or know someone who may be a great fit please message me to learn more. This role offers exceptional earning potential and a competitive benefits package, including a base salary and monthly performance-based bonuses, paid time off, group health, life and disability insurance, and retirement savings plans.
2026-11-11T00:00:00Z

OPERATIONS COORDINATOR

Palo Alto, CA
onsite
Temporary / Contract
25 - 35 USD / Hourly
A growing biotechnology company is seeking a Lab Operations Coordinator to support the day-to-day organization and functionality of shared laboratory spaces. This hands-on role will be responsible for maintaining lab inventory, coordinating equipment maintenance and calibrations, managing documentation and safety records, supporting waste disposal processes, and ensuring laboratory readiness. The ideal candidate has experience in laboratory operations, strong organizational skills, and a proactive approach to supporting a safe and efficient lab environment.Key Responsibilities:<ul><li>Coordinate lab inventory, supplies, equipment maintenance, and vendor interactions.</li><li>Maintain safety, compliance, and operational documentation, including SOPs and SDS records.</li><li>Support laboratory organization, waste management, and overall readiness of shared lab spaces.</li><li>Assist with onboarding, training records, and operational process improvements.</li></ul>
2026-11-09T00:00:00Z

Operations Coordinator

Blaine, MN
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for a Operations Coordinator to support a fast-paced installation workflow in Blaine, Minnesota. This contract to permanent position is ideal for someone who can work independently, manage a high volume of customer interactions, and keep scheduling and order details accurate in a busy operational setting. The person in this role will help improve service levels by coordinating appointments, maintaining records, and ensuring customers and internal teams stay informed throughout the installation process. Responsibilities:• Coordinate installation appointments to keep the schedule organized, efficient, and aligned with customer needs.• Monitor open installation orders, confirm product availability, and verify supporting labor documentation before work begins.• Maintain the active job pipeline by updating records daily and closing completed work in a timely manner.• Prepare and organize installation documents so field crews have the information needed for each assignment.• Match incoming projects with the appropriate installation teams based on skill set, availability, and job requirements.• Track incoming orders and inventory details while communicating estimated timelines to customers and internal partners.• Handle a high volume of inbound calls and customer questions with professionalism, urgency, and a service-focused approach.• Address customer concerns, process payments or funding documentation for completed work, and perform accurate data entry across operational systemsOperat
2026-11-09T00:00:00Z

Operations Coordinator

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
Operations CoordinatorBrief Job DescriptionWe are hiring an Operations Coordinator to support daily business operations, improve workflow efficiency, and assist with cross-functional coordination.Responsibilities<ul><li>Coordinate operational processes and administrative activities</li><li>Track projects, deadlines, and deliverables across departments</li><li>Prepare reports and maintain operational records</li><li>Support vendor communication and internal team coordination</li><li>Identify process improvement opportunities</li><li>Assist with scheduling, logistics, and resource planning</li></ul>
2026-11-06T00:00:00Z

Wellness Coordinator

Oakland, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Wellness Coordinator to support community-based health and engagement programs for seniors in Oakland, California. This Contract position is ideal for someone who can build strong relationships, coordinate wellness initiatives, and serve as a reliable resource for participants seeking guidance and support. The role requires bilingual communication in Mandarin or Cantonese and a thoughtful approach to program delivery, member outreach, and service coordination. Responsibilities:• Coordinate wellness activities for senior participants, helping plan, launch, and monitor programs that align with established best practices.• Gather participant feedback through surveys and other outreach methods to assess program interest, measure satisfaction, and identify opportunities for improvement.• Address incoming questions from members and provide clear information about available wellness resources, services, and appropriate referrals.• Support day-to-day administration of program operations, ensuring activities are organized, documented, and carried out effectively.• Build engagement with the member community by encouraging participation and fostering stronger connections between seniors and available services.• Track program outcomes and assist with reviewing results to help evaluate effectiveness and guide future planning.• Maintain accurate participant and program records using relevant computer applications and healthcare-related systems.• Collaborate with internal teams and community partners to help deliver services smoothly and respond to participant needs in a timely manner. If you are interested in the role, please apply today and contact us at (510) 470-7450
2026-10-10T00:00:00Z

Payroll and HR Coordinator

Des Moines, IA
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
Grow Your Career. Make an Impact. Be Part of Something Bigger. Are you early in your career and looking for an opportunity where you can build on your payroll experience while gaining valuable exposure to Human Resources? Do you enjoy working with people, bringing new ideas to the table, and being part of a team that genuinely enjoys working together? We're seeking a motivated Payroll & HR Coordinator to join a growing organization that values collaboration, innovation, and employee development. This is an excellent opportunity for someone with 1-3 years of payroll experience who is eager to expand their HR knowledge and make a meaningful impact on the employee experience. What You'll Do<ul><li>Process and maintain accurate payroll for employees</li><li>Assist with benefits administration and employee communications</li><li>Support onboarding, new hire paperwork, and employee records management</li><li>Answer employee questions related to payroll, benefits, and HR policies</li><li>Help improve and streamline payroll and HR processes</li><li>Assist with special HR projects, employee engagement initiatives, and company events</li><li>Maintain confidentiality while providing excellent internal customer service</li></ul>Why You'll Love This Opportunity<ul><li>Supportive leadership team that invests in employee growth</li><li>Highly visible role with exposure to both payroll and HR functions</li><li>Positive, team-oriented culture where employees are valued and recognized</li><li>CEO who is actively involved, approachable, and passionate about employee appreciation</li><li>Opportunity to contribute ideas, improve processes, and help shape the future of the department</li><li>Outstanding benefits package and strong commitment to work-life balance</li><li>Fun team events, employee celebrations, and a culture that believes work should be rewarding</li></ul>
2026-10-23T00:00:00Z

Private Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Private Client Service Associate📍 San Francisco, CA (Hybrid, 3 days/week in office)🏢 Respected Investment Management Firm💰 Competitive Base + Bonus + Profit Sharing Are you looking for more than a traditional client service role? I'm partnering with a well-established and highly regarded investment management firm is seeking a Private Client Service Associate to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions. You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience. What You'll Do<ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul>Why This Opportunity Stands Out✅ Competitive compensation package with bonus opportunity & Profit-sharing program✅ Exceptional retirement benefits, including a generous employer contribution✅ Comprehensive medical, dental, and vision coverage✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities✅ Opportunity to support sophisticated, high-net-worth client relationships✅ Collaborative, team-oriented culture with outstanding employee tenure✅ Strong leadership team committed to employee development and long-term career growth✅ Engaging and supportive workplace culture that values both professional success and team camaraderie Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
2026-10-23T00:00:00Z

French Bilingual Customer Service Representaitve

Edina, MN
onsite
Temporary / Contract
22 - 25 USD / Hourly
Our client is seeking a motivated and service-oriented French Bilingual Customer Service Representative to support customers. This role is ideal for someone who enjoys building relationships, resolving customer concerns, and providing professional support in both French and English. The successful candidate will act as a trusted resource for customers by answering questions, processing requests, and ensuring a positive customer experience from start to finish. Key Responsibilities<ul><li>Serve as the primary point of contact for French- and English-speaking customers.</li><li>Coordinate with internal departments to resolve customer issues and ensure timely follow-up.</li><li>Monitor customer requests from initiation through resolution and provide status updates as needed.</li><li>Process orders, returns, refunds, and account changes accurately and efficiently.</li><li>Maintain detailed records of customer interactions and update information in company databases.</li><li>Educate customers on available products, services, and self-service resources.</li><li>Identify trends in customer concerns and communicate feedback to management.</li><li>Support customer retention efforts by building strong relationships and delivering a positive service experience.</li><li>Assist with special projects and administrative tasks as assigned.</li></ul>
2026-10-23T00:00:00Z

Bilingual Call Center Agent

San Diego, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are seeking a professional and customer-focused Bilingual Spanish Call Center Agent to support inbound and outbound communications with English- and Spanish-speaking customers. The ideal candidate will have strong communication skills, a helpful attitude and the ability to resolve questions efficiently while delivering excellent service. Key Responsibilities:<ul><li>Handle inbound and outbound calls in both English and Spanish</li><li>Assist customers with questions related to products, services, accounts, appointments or orders</li><li>Provide accurate information and resolve routine issues in a timely and professional manner</li><li>Document customer interactions, concerns and resolutions in the system</li><li>Escalate complex issues to the appropriate department or supervisor</li><li>Meet call quality, productivity and attendance expectations</li><li>Maintain a positive and professional tone with all customers</li><li>Support additional customer service or administrative tasks as assigned</li></ul>
2026-11-07T00:00:00Z

Senior Client Services Specialist

Irving, TX
onsite
Temporary / Contract
20 - 23 USD / Hourly
We are looking for a Senior Client Services Specialist to join our team in a Contract role. This 12-week opportunity is ideal for a client-focused specialist who can manage commercial portfolio support, strengthen exhibitor and stakeholder relationships, and help deliver high-quality event experiences. The position combines day-to-day service coordination with process improvement, cross-functional collaboration, and occasional travel to support on-site event operations. Responsibilities: • Act as the main point of contact for assigned commercial accounts, delivering responsive support and building strong client relationships throughout the event lifecycle. • Create and carry out outreach efforts that keep clients informed, address questions early, and encourage greater participation and satisfaction. • Gather input from exhibitors and internal partners, review service workflows, and recommend practical changes that improve the overall customer experience. • Work closely with cross-functional teams to coordinate service delivery, resolve issues efficiently, and maintain smooth operational execution. • Travel to event sites as needed to oversee service areas, support floor operations, and help ensure a well-organized experience for clients and attendees. • Partner with contractors and external vendors to align service expectations, support event execution, and maintain productive working relationships. • Contribute to the preparation and review of exhibitor service materials, ensuring information is clear, accurate, and aligned with event policies and safety requirements. • Assist with financial and account-related activities such as billing coordination, reconciliations, and other support tied to client service operations when needed.
2026-10-26T00:00:00Z

Client Service Associate at Thriving Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services. This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across client service, account administration, investment operations, and process improvement. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience. Responsibilities<ul><li>Serve as a primary point of contact for client requests and account needs</li><li>Support account openings, transfers, cash movements, and ongoing account maintenance</li><li>Coordinate with custodians and internal teams to ensure timely execution and issue resolution</li><li>Prepare client meeting materials, reports, and follow-up items</li><li>Maintain accurate client records and documentation</li><li>Manage workflows, track requests, and ensure an exceptional client experience</li><li>Assist with operational projects and process improvement initiatives</li><li>Support advisors and private client professionals across a wide range of client activities</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Client Onboarding Specialist

Las Vegas, NV
remote
Permanent / Full Time
45000 - 52000 USD / Yearly
We are looking for a Client Onboarding Specialist to support new clients as they move through the account setup and funding journey. In this role, you will deliver a smooth, well-organized onboarding experience by answering process questions, coordinating key touchpoints, and ensuring documentation is complete and accurate. The ideal candidate brings a service-focused approach, strong attention to detail, and the ability to work across teams while handling sensitive financial information with care. Responsibilities:• Lead clients through available account funding methods, including cash deposits, contributions, rollovers, and in-kind transfers, while clearly explaining required paperwork and next steps without offering tax, legal, or investment guidance.• Manage scheduled onboarding conversations from the initial welcome call through the transition to the service team, including portal orientation, security guidance, investment process education, reporting overviews, progress reviews, and final handoff coordination.• Examine submitted forms and supporting documents for completeness and accuracy, and follow up promptly to obtain any outstanding beneficiary or account information.• Maintain precise client data in HubSpot and verify that call activity is properly captured through Talkdesk for reliable recordkeeping.• Take immediate ownership of company-related service issues by communicating with clients the same day, documenting the matter, and setting clear expectations for resolution.• Conduct client check-ins tied to onboarding quality and satisfaction, then escalate concerns or complete follow-up actions according to established service standards.• Apply approved discretion for fees and processing decisions when appropriate, and direct sales-related account matters through the correct internal channels.• Collaborate with Sales, Relationship Management, Operations, Marketing, Technology, Product, and Compliance to improve the client experience and recommend workflow enhancements as manual processes become more automated.• Use AI-enabled and productivity tools responsibly to improve efficiency, protect regulated information, and share effective practices that strengthen team performance.
2026-11-09T00:00:00Z

Client Service Advisor CSA - Wealth Advisory

Fort Worth, TX
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
Client Service Associate | Fort Worth, TX 76104Love working with people, staying organized, and getting the details right? Join a growing private wealth management firm as a Client Service Associate and build a real career in financial services.What you’ll do: ✅ Serve as a key point of contact for high-net-worth and mass affluent clients ✅ Prepare for client meetings and own deliverables from day one ✅ Handle account openings, paperwork, and money movement requests ✅ Keep client records and CRM accurate and up to date ✅ Work shoulder-to-shoulder with a senior advisor who will mentor youWhy you’ll love it: 🚀 Genuine partner track, not a support role with a ceiling 📈 Sophisticated planning work with an established client base 🏆 A growing firm that promotes from within 📚 Professional development assistanceCompensation & benefits: Base + incentive pay, 401(k) with matching, generous retirement program, health insurance, and paid time off.📍 On-site | Fort Worth, TX 76104 Joe.Faradie at roberthalf com - linkedin with me today
2026-10-15T00:00:00Z

Client Service Associate - $4B+ AUM!

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support. Responsibilities<ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul>
2026-10-27T00:00:00Z

Service Specialist

Rochester, NY
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for a Service Specialist to provide responsive support for customer and product-related inquiries within a corporate partnerships environment. This contract position focuses on delivering timely service across multiple offerings, maintaining accurate records, and helping ensure issues are resolved within established service expectations. The ideal candidate brings strong communication skills, comfort in a fast-paced call environment, and a proactive approach to improving the customer experience. Responsibilities: • Provide attentive support for customer questions and service needs across several partnership-related products and programs. • Track open requests closely and take timely action to bring items to resolution within defined service commitments. • Build working knowledge of assigned products, service guidelines, and relevant industry practices to support accurate responses. • Record customer interactions, updates, and outcomes thoroughly to maintain complete and reliable documentation. • Use business systems and software tools effectively to manage case activity, enter data, and support daily operations. • Identify workflow gaps or recurring service challenges and collaborate with leadership on practical improvements. • Assist team members by sharing guidance, answering questions, and promoting consistent service standards. • Manage high-volume inbound and outbound communication while maintaining organization, quality, and attention to detail.
2026-11-09T00:00:00Z

323 results for Customer Service Coordinator jobs