324 Results for Customer Service Coordinator Jobs

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Customer Service Representative

Minneapolis, MN
remote
Temporary to Hire
16 - 18 USD / Hourly
We are looking for a Customer Service Representative to support learners with timely, thoughtful assistance while delivering a positive service experience. This contract opportunity with potential for a permanent role is based in Minneapolis, Minnesota, and is ideal for someone who communicates clearly, stays organized, and works confidently in a fast-moving support environment. The person in this role will help resolve questions, guide users through technical or service-related issues, and collaborate closely with teammates to ensure consistent support. Responsibilities: • Assist learners by responding to questions and concerns with professionalism, empathy, and clear follow-through. • Investigate service issues, identify practical solutions, and use available resources to resolve concerns efficiently. • Manage daily support tasks in a timely manner while maintaining dependable attendance and meeting workflow expectations. • Communicate effectively with team members to share updates, escalate complex matters, and contribute to smooth service operations. • Use platforms such as Microsoft Office, Outlook, Teams, Zendesk, and other support tools to document interactions and complete assigned work. • Help users navigate basic device or platform difficulties by providing step-by-step troubleshooting assistance. • Maintain accurate records of customer interactions, resolutions, and next steps within the appropriate systems. • Adapt to changing priorities and service needs in a fast-paced environment while continuing to deliver high-quality support.
2026-11-09T00:00:00Z

Client Relationship Coordinator

Wilmington, DE
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We have partnered with a client within the Financial Services industry on their search for a Client Relationship Coordinator with proven exposure to financial planning, investment services, and/or insurance products. This role consists of providing excellent customer engagement by drafting client correspondence and documentation, preparing meetings, entering data into the company’s CRM system, collecting client payments, and coordinating with outside vendors as needed. The ideal Client Service Coordinator will also develop business plans to assist in goal setting, present product knowledge to prospective clients, negotiate agreements, and resolve all client inquiries. How you will make an impact<ul><li>Coordinate client interactions, manage appointments, and help ensure a seamless and professional client experience.</li><li>Provide administrative and operational support to professionals responsible for maintaining ongoing client relationships.</li><li>Maintain accurate client records, update CRM databases, and track follow-up activities to ensure timely communication.</li><li>Assist with scheduling, correspondence, documentation, and other tasks that support client engagement and retention.</li><li>Identify opportunities to streamline workflows and improve service delivery through technology and automation.</li><li>Embrace new software platforms and AI tools to enhance productivity, organization, and client service.</li><li>Handle sensitive client information with discretion while maintaining a high standard of professionalism and accuracy.</li><li>Collaborate with internal teams to address client needs, resolve service-related issues, and support overall business objectives.</li></ul>
2026-10-15T00:00:00Z

Customer Service Supervisor

Norton Shores, MI
onsite
Temporary / Contract
19.7885 - 22.913 USD / Hourly
We are looking for an experienced Customer Service Supervisor to guide a technical support and order management team serving customers in Norton Shores, Michigan. This Long-term Contract position is ideal for someone who can combine strong leadership with a customer-first mindset in a highly technical manufacturing environment. The person in this role will help ensure accurate order execution, responsive service, and effective coordination with engineering, production, and supply chain partners. Responsibilities: • Lead, coach, and develop customer service staff and service coordination personnel to build a responsive, knowledgeable team. • Manage the full order process for specialized motion control and automation products, from initial quotation support through shipment and delivery follow-up. • Provide guidance to customers on product applications, basic technical questions, and issue resolution after purchase. • Partner with engineering, operations, scheduling, and inventory teams to align customer commitments with production capabilities and timelines. • Handle elevated customer concerns related to delays, quality matters, and warranty questions with professionalism and urgency. • Track service performance indicators such as delivery reliability, response speed, and customer satisfaction, and share results with leadership. • Analyze recurring service challenges, determine underlying causes, and work with cross-functional teams to improve processes and reduce repeat issues. • Support contract and fulfillment activities for complex engineered products while maintaining high standards for accuracy and communication.
2026-11-09T00:00:00Z

Customer Service Supervisor

Pittsburgh, PA
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Customer Service Supervisor to lead daily support operations for a healthcare-focused service team in Pittsburgh, Pennsylvania. This Contract position is ideal for someone who can guide representatives, strengthen service quality, and maintain a responsive experience for patients, members, or customers. The role blends hands-on team leadership with call center oversight, making it well suited for someone who thrives in fast-paced service environments. Responsibilities: • Direct the day-to-day activities of customer service staff, ensuring timely and attentive handling of incoming inquiries and service requests. • Coach, support, and motivate team members to improve performance, strengthen communication skills, and maintain high service standards. • Monitor call center activity, track workflow trends, and adjust team priorities to help meet operational goals and response expectations. • Review customer interactions for quality and accuracy, providing constructive feedback and guidance to encourage continuous improvement. • Resolve escalated service concerns by investigating issues, coordinating solutions, and following through to achieve satisfactory outcomes. • Partner with leadership and internal departments to address service challenges, streamline support processes, and maintain effective operations. • Prepare and maintain performance reports related to productivity, service levels, and customer experience results. • Assist with implementing updates to procedures, tools, or workflows when operational changes affect the customer service function.
2026-10-30T00:00:00Z

Customer Service Supervisor

Lancaster, SC
onsite
Temporary to Hire
20.5865 - 23.837 USD / Hourly
We are looking for a Customer Service Supervisor to guide daily operations in a busy healthcare setting in South Carolina. This contract-to-permanent position is ideal for a hands-on leader who can balance service quality, team direction, and operational consistency while supporting a staff of 15 to 20 employees. The person in this role will help create a responsive, well-organized environment for patients, visitors, and facility partners through strong communication, accountability, and attention to detail. Schedule: Schedule: 2:00 PM - 11:00 PM, 5 days per week, rotating weekendsWork Location: On-site daily Responsibilities:• Lead day-to-day activities for a frontline team of 15 to 20 employees, providing direction, support, and clear expectations for performance.• Address customer questions, concerns, and service issues promptly, taking practical steps to resolve problems and strengthen satisfaction.• Monitor assigned areas through regular walkthroughs and inspections to uphold cleanliness, quality, safety, and overall operational standards.• Organize daily staffing coverage, work assignments, and project priorities to maintain efficient service across the facility, including rotating weekend support.• Coach team members through feedback, recognition, and corrective conversations while helping build a detail-focused and service-focused culture.• Participate in recruiting, interviewing, onboarding, and ongoing training to ensure employees are prepared to succeed in their roles.• Maintain accurate departmental records, update duty assignments, and support performance review and staff meeting processes.• Oversee supply usage, equipment condition, and storage organization to keep the department prepared and operating effectively.• Identify service gaps or process concerns and implement improvements that enhance workflow, compliance, and customer experience.
2026-10-30T00:00:00Z

Customer Service Manager

Union, NJ
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
benefits:<ul><li>medical</li><li>dental</li><li>vision</li><li>paid time off</li></ul> We are seeking an experienced Customer Service Manager with 5+ years of customer service leadership experience to oversee daily customer support operations, drive service excellence, and lead a high-performing team. The ideal candidate will have a proven track record of improving customer satisfaction, resolving complex issues, and building strong relationships with both customers and internal stakeholders. Experience in a manufacturing or industrial environment is strongly preferred.Responsibilities:<ul><li>Lead, coach, and develop a customer service team to ensure exceptional customer support.</li><li>Manage daily customer service operations, including order management, issue resolution, and customer communications.</li><li>Monitor customer satisfaction metrics and implement process improvements to enhance the customer experience.</li><li>Collaborate with sales, operations, production, logistics, and other departments to ensure timely delivery and resolution of customer concerns.</li><li>Handle escalated customer issues and provide effective solutions.</li><li>Develop and maintain service policies, procedures, and performance standards.</li></ul>
2026-10-26T00:00:00Z

Customer Service Manager

Franklin Park, NJ
onsite
Permanent / Full Time
75000 - 950000 USD / Yearly
benefits:<ul><li>401(k) </li><li>Vision Insurance</li><li>Dental Insurance</li><li>Health Insurance</li><li>Life Insurance</li><li>Paid Time Off </li></ul>Responsibilities<ul><li>Manage, coach, and develop a team of Customer Service Representatives.</li><li>Monitor team performance and establish service goals and KPIs.</li><li>Handle escalated customer inquiries and resolve complex issues.</li><li>Develop and implement customer service policies, procedures, and best practices.</li><li>Analyze customer feedback and identify opportunities for process improvements.</li><li>Partner with sales, operations, and other departments to ensure customer satisfaction.</li><li>Track and report on customer service metrics, trends, and team performance.</li></ul>
2026-10-23T00:00:00Z

Patient Services Coordinator

Poland Nt, OH
onsite
Temporary / Contract
16.625 - 19.25 USD / Hourly
We are looking for a Patient Services Coordinator to support a busy medical office in Poland, Ohio. This Long-term Contract opportunity is ideal for someone who is comfortable balancing patient-facing coordination with billing and administrative tasks in a healthcare setting. The position is part-time and focused on keeping scheduling, patient information, and payment activity accurate and well organized. Responsibilities: • Coordinate patient appointments and manage the office calendar to keep daily operations running efficiently. • Conduct intake phone calls, collect essential patient details, and ensure information is recorded accurately. • Prepare patient billing documents for distribution and assist with outgoing billing-related correspondence. • Confirm insurance coverage and update account information to support accurate patient records. • Enter and post payments with precision while maintaining orderly financial documentation. • Provide front-end and back-office administrative assistance to support smooth clinic workflow. • Review account and billing details for completeness and help resolve routine documentation discrepancies.
2026-11-06T00:00:00Z

Customer Service Specialist

Buffalo, NY
onsite
Temporary / Contract
19 - 24 USD / Hourly
We are looking for a Customer Service Specialist to join a busy support team in New York. This Contract position focuses on delivering timely assistance to customers, handling high-volume phone interactions, and ensuring orders are entered accurately. The ideal candidate is attentive, detail-oriented, and comfortable managing both inbound and outbound communication while maintaining a positive customer experience. Responsibilities: • Respond to incoming customer calls courteously and provide clear, helpful support for a range of service needs. • Place outbound calls as needed to follow up on requests, confirm details, or provide updates to customers. • Enter customer orders carefully and verify information to support accurate processing and timely fulfillment. • Address questions, concerns, and service issues by identifying solutions and guiding customers through next steps. • Maintain detailed and accurate records of customer interactions, order information, and case activity. • Work efficiently in a call center environment while meeting service expectations for responsiveness and quality.
2026-11-05T00:00:00Z

Customer Service Specialist

Fairfax, VA
onsite
Temporary / Contract
20 - 23 USD / Hourly
We are seeking a Customer Service Specialist to provide exceptional support to customers by answering inquiries, resolving issues, and ensuring a positive experience across phone, email, and chat channels. The ideal candidate is a strong communicator, problem solver, and team player who thrives in a fast-paced environment. Responsibilities:<ul><li>Provide administrative support for day-to-day business operations</li><li>Assist with the contract process, including documentation and follow-up</li><li>Handle customer service inquiries and resolve issues in a professional manner</li><li>Send follow-up emails and maintain clear communication with customers and internal teams</li><li>Enter and update data in Excel, including working with columns, rows, and spreadsheets</li><li>Navigate and use various software systems efficiently</li><li>Maintain accurate records and ensure timely completion of assigned tasks</li></ul>
2026-11-03T00:00:00Z

Customer Service Specialist

Eagan, MN
onsite
Temporary / Contract
20 - 22 USD / Hourly
We are looking for a Customer Service Specialist to support customers by delivering responsive service, resolving questions, and ensuring a positive experience throughout every interaction. This role combines customer support, problem-solving, and administrative responsibilities while working closely with internal teams to ensure customer needs are met efficiently and professionally. The ideal candidate is proactive, organized, and enjoys building strong relationships while providing high-quality service in a fast-paced environment. Responsibilities<ul><li>Assist customers with questions, requests, and service-related concerns through phone, email, and other communication channels.</li><li>Investigate and resolve customer issues by identifying solutions and coordinating with internal departments.</li><li>Maintain accurate records of customer interactions, updates, and follow-up activities.</li><li>Process customer requests, documentation, and account changes while ensuring accuracy and compliance with company procedures.</li><li>Track open requests and ensure timely resolution of outstanding items.</li><li>Support scheduling, coordination, and administrative processes related to customer service operations.</li><li>Contribute to a positive customer experience by demonstrating professionalism, patience, and attention to detail.</li></ul>
2026-11-05T00:00:00Z

Customer Service Specialist

Horsham, PA
onsite
Permanent / Full Time
45000 - 50000 USD / Yearly
We are looking for a Customer Service Specialist to support customer interactions and core accounting-related tasks in Horsham, Pennsylvania. This position blends service-focused communication with accurate financial processing, making it ideal for someone who can manage inquiries while maintaining strong attention to detail. The role will contribute to billing support, payment application, and record accuracy while helping ensure a smooth experience for customers and internal teams. Responsibilities: • Respond to customer questions regarding billing, payments, and account activity in a timely and detail-focused manner. • Enter customer and financial information into internal systems with a high level of accuracy and consistency. • Process invoices and related documentation while helping maintain organized and up-to-date records. • Support accounts receivable activities by tracking outstanding balances and assisting with payment posting. • Investigate account discrepancies and work with internal partners to resolve issues efficiently. • Maintain clear documentation of customer interactions, transaction updates, and follow-up actions. • Provide administrative support for routine accounting tasks tied to customer accounts and payment activity.
2026-11-09T00:00:00Z

Guest Services Coordinator

Rancho Palos Verdes, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
We are looking for a Guest Services Coordinator to support catering and conference operations at a hospitality property in Rancho Palos Verdes, California. This Contract position plays an important role in keeping group and event administration organized, accurate, and responsive while helping deliver a smooth experience for guests, clients, and internal teams. The ideal candidate brings strong customer service instincts, solid administrative ability, and the composure to manage multiple priorities in a fast-paced resort environment. Responsibilities: • Coordinate administrative tasks for catering and conference service leaders to help ensure group and event business is handled efficiently from planning through execution. • Organize and maintain departmental records, documents, and filing processes so information remains accurate, accessible, and up to date. • Prepare, update, and distribute banquet event documentation and related materials promptly while tracking revisions and recording changes as needed. • Enter and verify event, banquet, and billing-related information in required systems, including adding banquet check details and confirming data accuracy. • Generate recurring and ad hoc operational reports for managers on a daily, weekly, and monthly basis to support planning and service delivery. • Assist with client-facing and event-support activities such as preparing group materials, coordinating amenities, arranging reservations, supporting room inspections, and following up on event guarantees. • Respond to guest and client inquiries about property services, policies, amenities, and daily activities with professionalism and clear communication. • Support office operations by handling department mail, producing copies, taking and distributing meeting notes, contacting vendors for requested items, and keeping supplies stocked. • Protect confidential guest and employee information, direct external media inquiries to the appropriate contacts, and follow hotel safety, cleanliness, and service standards at all times.
2026-11-07T00:00:00Z

Guest Services Coordinator

Sunnyvale, CA
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for a Guest Services Coordinator to support a welcoming and organized visitor experience in Sunnyvale, California. This Contract position is ideal for someone who enjoys assisting guests, providing clear direction, and helping retail operations run smoothly. The role combines customer-facing service with day-to-day coordination of store activity, including merchandise support and inventory awareness. Responsibilities: • Welcome visitors and customers with careful attention and respond to questions with helpful, accurate information. • Guide guests to appropriate areas, services, or store resources to ensure a smooth on-site experience. • Support daily retail operations by helping maintain an orderly, customer-ready sales environment. • Monitor merchandise levels and assist with stock organization to keep inventory accessible and well managed. • Contribute to sales support activities by assisting customers with purchases and product-related inquiries. • Coordinate with team members to address guest needs promptly and maintain consistent service standards.
2026-11-06T00:00:00Z

Customer Care Associate

Derry, NH
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Customer Care Associate to support customers with responsive, thoughtful service in a high-volume environment in Derry, New Hampshire. This position is ideal for someone who enjoys solving a wide range of questions, managing administrative tasks accurately, and creating positive interactions at every stage of the customer experience. The role offers the opportunity to build strong product and process knowledge while contributing to efficient day-to-day support operations. Responsibilities: • Respond to customer questions and service requests with professionalism, urgency, and attention to detail. • Create positive experiences by resolving issues clearly and following through on each interaction from start to finish. • Build a strong understanding of customer workflows and service expectations to provide accurate support. • Monitor shipment activity across multiple carriers and communicate status updates as needed. • Maintain organized records and complete administrative tasks that support customer care operations. • Apply sound judgment and problem-solving skills to handle a variety of inquiries in a fast-moving setting. • Continuously expand knowledge and use new information to improve future customer interactions.
2026-10-29T00:00:00Z

Client Services & Office Coordinator

Denver, CO
onsite
Temporary / Contract
20 - 20 USD / Hourly
We are seeking a highly organized and customer-focused Client Services & Office Coordinator to support a busy professional office in Denver. This role is ideal for someone who enjoys being the go-to person in the office, thrives in a fast-paced environment, and can confidently balance client-facing responsibilities with administrative support. You will serve as the first point of contact for visitors and clients while providing operational and administrative support to a team of approximately 20 professionals. This position requires a proactive, adaptable individual who enjoys wearing multiple hats and helping keep the office running smoothly. Responsibilities<ul><li>Greet and assist clients, visitors, and vendors in a professional manner</li><li>Answer and route incoming phone calls</li><li>Schedule appointments, meetings, and conference rooms</li><li>Support client service requests and administrative inquiries</li><li>Maintain client records and documentation</li><li>Process incoming correspondence and deposits</li><li>Manage office supplies and coordinate maintenance requests</li><li>Assist with expense reporting and administrative projects</li><li>Coordinate branch meetings, seminars, and special events</li><li>Provide administrative support to leadership and office personnel</li><li>Enter and update information across multiple systems</li><li>Help deliver an exceptional client experience while supporting daily office operations</li><li>Adapt to changing priorities and provide support where needed</li></ul>
2026-11-09T00:00:00Z

Client Services Representative

Newtown, PA
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a Client Services Representative to support a fast-paced public accounting environment. This role serves as a key point of contact for clients, helping ensure information is gathered accurately, timelines are met, and service remains consistent and dependable throughout the engagement lifecycle. The ideal candidate brings prior experience within an accounting firm and can confidently manage administrative, document, and client-facing tasks with a high degree of discretion. Responsibilities: • Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions. • Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use. • Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule. • Draft engagement letters, written client communications, and other administrative materials needed to support daily operations. • Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs. • Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems. • Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks. • Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines. • Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
2026-10-30T00:00:00Z

Client Services Representative

Boston, MA
onsite
Temporary to Hire
35 - 48 USD / Hourly
We are seeking a professional and client-focused Client Services Representative to join our growing Financial Services team. This individual will serve as a primary point of contact for clients, providing exceptional service and support related to investment accounts, financial products, account maintenance, and operational inquiries. The ideal candidate is detail-oriented, organized, and committed to delivering a high-quality client experience while working collaboratively with advisors, portfolio managers, and internal operations teams. Key Responsibilities<ul><li>Serve as a primary contact for clients via phone, email, and in-person meetings.</li><li>Respond to client inquiries regarding account activity, investment statements, transactions, and service requests.</li><li>Assist with account opening, onboarding, transfers, and maintenance activities.</li><li>Process and monitor client paperwork, ensuring accuracy and completeness.</li><li>Coordinate client requests with advisors, investment professionals, custodians, and operations teams.</li><li>Maintain detailed and accurate client records within CRM and portfolio management systems.</li><li>Prepare client meeting materials, reports, presentations, and account documentation.</li><li>Support the collection and review of compliance and regulatory documentation.</li><li>Assist with money movement requests, account updates, beneficiary changes, and other service-related transactions.</li><li>Track outstanding client requests and ensure timely resolution.</li><li>Help identify opportunities to improve service processes and enhance the overall client experience.</li><li>Maintain confidentiality and safeguard sensitive client and financial information.</li><li>Stay informed on firm policies, procedures, and industry regulations.</li></ul>Qualifications<ul><li>Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field preferred.</li><li>3+ years of experience in financial services, investment management, asset management, corporate trust, loan administration, or client relationship management.</li><li>Strong understanding of capital markets, investment products, and financial services operations.</li><li>Knowledge of corporate trust, fund administration, loan servicing, syndicated loans, or related financial products.</li><li>Experience supporting institutional clients, asset managers, investment firms, banks, or alternative investment funds.</li></ul>
2026-11-09T00:00:00Z

Customer Service Rep

Mableton, GA
onsite
Temporary / Contract
17 - 19 USD / Hourly
<ul><li>Answer incoming calls, emails, and in-person inquiries from residents, visitors, and community stakeholders</li><li>Provide information regarding city services, permits, billing, utilities, public works, parks and recreation, and other municipal programs</li><li>Resolve routine service issues and escalate complex concerns to the appropriate department</li><li>Process service requests, applications, payments, and general administrative documents</li><li>Maintain accurate records of customer interactions, requests, and resolutions in city systems</li><li>Assist with front desk reception duties and direct visitors to appropriate offices or departments</li><li>Support outreach efforts by explaining policies, procedures, and service updates clearly and professionally</li><li>Collaborate with internal departments to ensure timely follow-up and issue resolution</li><li>Uphold confidentiality and maintain professionalism when handling sensitive public information</li><li>Perform other clerical and customer support duties as assigned</li></ul>
2026-10-26T00:00:00Z

Client Service Coordinator (General) - Level 1

Indianapolis, IN
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Client Service Coordinator to support daily service operations at an in-person site in Indianapolis. This long-term contract position is ideal for someone who enjoys a client-facing environment, can manage multiple tasks independently, and communicates effectively with both vendors and internal partners. The role focuses on coordinating site activities, maintaining accurate asset and inventory information, and helping ensure laboratory support services run smoothly. Responsibilities:• Coordinate vendor visits by arranging schedules, confirming site access, and supporting timely completion of service activities.• Escort external service providers through laboratory and controlled areas while following site protocols and safety expectations.• Maintain accurate records for assets, inventory, and service-related updates, including additions, changes, and removals.• Work with internal teams to address client service needs and help keep operational requests moving forward efficiently.• Support corrective and preventive maintenance activity coordination to help minimize disruptions to site operations.• Monitor daily tasks with a high level of organization and follow-through while working independently within a team environment.• Use Microsoft Office tools to document activity, track requests, and communicate updates clearly to stakeholders.• Provide attentive front-line service to clients, vendors, and colleagues through responsive and courteous communication
2026-10-22T00:00:00Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000 - 90000 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. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience? A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth. What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:<ul><li>Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.</li><li>Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.</li><li>Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.</li><li>Maintaining accurate client records and workflow tracking within CRM and financial planning systems.</li><li>Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.</li><li>Coordinating advisor calendars and scheduling client meetings.</li><li>Monitoring operational workflows, compliance requirements, and regulatory documentation.</li><li>Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.</li><li>Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.</li><li>Assisting with social media content and digital engagement efforts across multiple platforms.</li><li>Providing ongoing operational support and helping drive process improvements across the practice</li></ul>Why Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
2026-10-26T00:00:00Z

Client Service Associate

Las Vegas, NV
remote
Permanent / Full Time
45000 - 52000 USD / Yearly
We are looking for a Client Service Associate to support investors and account holders with responsive, knowledgeable service. In this role, you will help clients navigate account activity, answer questions about retirement account options and alternative investments, and provide steady guidance throughout the customer journey. The ideal candidate brings a service-minded approach, strong attention to detail, and the ability to communicate clearly while handling sensitive financial information with care. Responsibilities:• Provide clear guidance to clients on account features, self-directed retirement solutions, trust structures, and digital asset-related topics in an easy-to-understand manner.• Assist customers with transactions and account-related steps from initial setup through ongoing servicing and other lifecycle events.• Investigate client concerns, resolve routine issues efficiently, and route more complex matters to the appropriate internal specialists.• Maintain a strong working knowledge of available products, account structures, and investment options to deliver accurate support.• Manage incoming work queues and daily priorities to help ensure timely follow-up and service standards are consistently met.• Support routine servicing needs such as account updates, maintenance requests, and basic technical assistance.• Document customer conversations and service activities thoroughly and accurately within company systems.• Work closely with partners across multiple teams to deliver a consistent and seamless client experience.• Stay informed on company policies and applicable industry regulations related to self-directed retirement accounts.• Contribute to team development by participating in meetings, coaching sessions, training, and process improvement efforts, including thoughtful use of AI tools and sharing productivity best practices.
2026-11-05T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued. Position OverviewThe Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus. Key Responsibilities<ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
2026-10-29T00:00:00Z

Customer Relations Representative

San Diego, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Customer Relations Representative to support an insurance agency in San Diego, California location through a Long-term Contract assignment. In this role, you will serve as a key point of contact for inbound inquiries, gather and document important claim details with precision, and help ensure each customer receives timely assistance. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and takes a thoughtful approach to resolving service-related concerns. Responsibilities:• Respond to incoming calls related to first reports of injury and capture claim information accurately in company systems.• Use attentive listening and well-structured follow-up questions to understand customer needs and provide appropriate support.• Route inquiries to the correct teams when needed and work across departments to help bring issues to resolution.• Maintain complete and accurate records through consistent data entry and careful documentation practices.• Build a strong understanding of service procedures, policy guidelines, and operational workflows to deliver dependable customer assistance.• Identify potential service interruptions or process concerns early and communicate them to Customer Care leadership.• Follow established company standards, training expectations, supervisory guidance, and applicable regulations in daily work.
2026-11-07T00:00:00Z

Service Coordinator

San Diego, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
Our client is seeking a detail-oriented and customer-focused Service Coordinator to support daily operations and ensure timely coordination of service requests, scheduling, and communication between clients, vendors, and internal teams. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and can manage multiple priorities while delivering excellent service. The ideal candidate is organized, proactive, and able to maintain strong communication across all parties to help drive operational efficiency and customer satisfaction. Key Responsibilities:<ul><li>Coordinate and schedule service appointments, work orders, and technician assignments</li><li>Serve as a primary point of contact for clients, tenants, vendors, or internal teams regarding service-related requests</li><li>Monitor service timelines and follow up to ensure timely completion of work</li><li>Maintain accurate records of service calls, work orders, invoices, and related documentation</li><li>Communicate updates, delays, and resolutions clearly and professionally</li><li>Assist with billing support, data entry, and reporting as needed</li><li>Help prioritize urgent requests and escalate issues when appropriate</li><li>Support process improvements to enhance service delivery and office efficiency</li></ul>
2026-11-04T00:00:00Z

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