We are looking for a motivated and detail-oriented Administrative Assistant to join our team in Keego Harbor, Michigan. This role combines administrative expertise with customer service and sales support, offering a unique opportunity to contribute to operational efficiency and business growth. Ideal candidates will thrive in a fast-paced environment and excel at multitasking while maintaining high attention to detail.<br><br>Responsibilities:<br>• Provide guidance to customers throughout the application process, ensuring all required documents and contracts are completed accurately.<br>• Respond to customer inquiries, offering clear and helpful information about products and services.<br>• Enter orders, applications, and customer details into internal systems with precision and efficiency.<br>• Manage the preparation, packaging, and shipment of supplies and promotional materials.<br>• Maintain organized records and perform general office duties to support daily operations.<br>• Assist the sales team in converting leads into new business opportunities by following up and providing necessary support.<br>• Educate customers on product offerings, helping them identify solutions tailored to their needs.<br>• Facilitate sales processes from initial lead qualification to finalizing paperwork.<br>• Monitor and replenish office supplies to ensure smooth day-to-day functioning.<br>• Handle inbound and outbound communication, including telephone calls and document compilation.
<p>As a Call Center Specialist you will be engaged in several key activities. You will be initiating contact with strategic vendors who are not currently participating in our program. This involves maintaining the vendor queue, effectively prioritizing calls, and retiring those vendors who opt not to participate, all while ensuring that campaigns are completed within the designated timelines. You will be a strategic caller tasked with inputting vendor and/or client data into specific databases, with a focus on accurately recording vendor contact details and agreement information.</p><p><br></p><p>Responsibilities and Role Expectations</p><p>• Communicating enrollment statistics with clients, sales, and/or project management teams. </p><p>• Acting as the liaison between vendor and client to address payment issues or negotiate payment terms. </p><p>• Overcoming vendor objections by proposing alternative payment options. </p><p>• Professionally handling a high-volume of both inbound and outbound calls.</p><p>• Using multiple applications to assist customers efficiently and swiftly. </p><p>• Demonstrating efficient oral and written communication with customers, department personnel, and management. </p><p>• Adeptly cross-selling additional products and services. </p><p>• Transferring calls to the appropriate department or personnel. </p><p>• Providing customers with accurate account information in a fast-paced setting. </p><p>• Displaying good interpersonal skills and teamwork awareness. </p><p>• Multitasking, attentively listening, inputting data, solving problems, and navigating through various screens while employing customer satisfaction techniques. </p><p>• Completing additional tasks assigned based on business needs.</p><p><br></p><p>Qualifications and Skills:</p><p>• A High School Diploma or GED at the minimum; a Bachelor’s Degree will be given preference.</p><p>• A least 1.5+ years of experience handling a high volume of calls. </p><p>• A quick response time to customer issues. </p><p>• At least a year of previous experience in sales support or inside sales/telesales is preferred.</p><p>• A keen eye for detail and the ability to handle multiple assignments promptly and effectively. </p><p>• Analytical and general math skills, and excellent time management skills. </p><p>• An excellent level of personal organization with superior telephone etiquette, verbal and written communication skills, as well as customer service skills</p><p>• Verbal and written communication skills, as well as customer service skills</p><p>• A calm demeanor in a fast-paced team environment and the capacity to manage multiple projects effectively.</p><p>• Proficiency in the use of Microsoft Office product suite, especially Excel and Outlook.</p><p>• Bilingual in French and/or Spanish highly valued. </p><p><br></p><p>Benefits and Perks: </p><p>• Medical, Dental & Vision benefits from the 1st month after hire. </p><p>• Automatic enrollment into our 401k plan (subject to eligibility requirements).</p><p>• Access to company-wide virtual fitness classes.</p><p>• Generous PTO offerings including major holidays, vacation, sick, personal, and volunteer time.</p><p>• Employee discounts with major providers.</p><p>• Contributions to various local and national philanthropic organizations.</p><p>• A dynamic culture with company-wide contests and prizes.</p>
<p>We are looking for an experienced Program Management Consultant to join our team on a contract basis. In this role, you will oversee complex projects, coordinate cross-functional teams, and ensure seamless execution of deliverables. This position offers an exciting opportunity to apply your expertise in project management and client relations within a dynamic and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement project plans, ensuring alignment with organizational goals and timelines.</p><p>• Collaborate with cross-functional teams to streamline operations and optimize processes.</p><p>• Monitor project progress and address any issues or risks to maintain timely delivery.</p><p>• Conduct research and analysis to support decision-making and improve project outcomes.</p><p>• Provide training and guidance to team members to enhance their understanding of policies and procedures.</p><p>• Manage client relations, ensuring high levels of satisfaction and effective communication.</p><p>• Troubleshoot operational challenges and propose innovative solutions.</p><p>• Serve as a liaison between stakeholders to facilitate negotiation and resolve conflicts.</p><p>• Review and refine project methods to ensure efficiency and compliance with standards.</p><p>• Prepare detailed reports and presentations to communicate progress and results to leadership.</p>
<p><strong>SUPPLY CHAIN - Procurement & Production Manager</strong></p><p>Our client, a manufacturing company, is seeking an experienced<strong> Procurement & Production Manager</strong> to oversee supplier relationships, procurement agreements, and production planning activities. This role is vital to ensuring seamless order fulfillment and efficient inventory management aligned with production schedules and sales forecasts.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the end-to-end order fulfillment process, including purchase order entry, administration, and expediting inbound products.</li><li>Track purchase orders to ensure timely processing and compliance with customer satisfaction standards.</li><li>Oversee new vendor setup and maintain key supplier relationships.</li><li>Monitor inventory levels to balance customer satisfaction and cost efficiency.</li><li>Prepare and analyze procurement reports to track KPIs such as inventory turns and service levels; make recommendations for improvements.</li><li>Support global and local forecast planning, adjusting sourcing as necessary.</li><li>Collaborate closely with corporate procurement to implement global strategies and policies.</li><li>Manage packaging, subcontractor processes, and third-party service providers.</li><li>Coordinate with customer service, order entry, and sales teams for effective communication.</li><li>Adjust order quantities in response to changing business needs.</li><li>Facilitate process improvements to optimize procurement, logistics, and materials management.</li><li>Manage production planning for injection molding and assembly operations, aligning sales planning with production schedules.</li><li>Coordinate short- to medium-term service requirements and capacity reservations.</li><li>Track order deadlines and initiate corrective actions as needed to maintain on-time delivery.</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Syracuse, New York. This is a Contract to permanent opportunity ideal for someone passionate about building strong client relationships and delivering exceptional service. In this role, you will play a key part in supporting customer needs through effective communication and efficient problem-solving.<br><br>Responsibilities:<br>• Respond to inbound customer calls and provide accurate information or assistance as needed.<br>• Handle order entry tasks with precision, ensuring timely and efficient processing.<br>• Maintain clear and detail-oriented communication with clients to address inquiries or resolve issues.<br>• Manage both inbound and outbound calls to support customer needs and follow up on outstanding matters.<br>• Utilize computer-based systems to enter data and track customer interactions effectively.<br>• Deliver excellent service by listening to customer concerns and offering suitable solutions.<br>• Work collaboratively with team members to ensure seamless customer support.<br>• Stay updated on company policies and procedures to provide consistent and reliable information.<br>• Participate in ongoing training to enhance skills and improve service delivery.
<p>We are looking for a dedicated Customer Service Representative to join our team just outside of Short Pump, Virginia. In this Contract-to-Permanent position, you will play a vital role in ensuring customer satisfaction by managing inquiries, processing orders, and supporting the sales team. This role is ideal for someone who excels in communication, organization, and delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Provide accurate quotes to customers for parts and attachments upon request.</p><p>• Assist customers with shipping inquiries and ensure timely communication regarding delivery expectations.</p><p>• Support the sales team by preparing and sending brochures, product specifications, installation instructions, and promotional materials.</p><p>• Reserve equipment for customers requiring serial numbers or pre-payment before purchase orders are finalized.</p><p>• Help manage overdue accounts by assisting with collections and following up on outstanding balances.</p><p>• Process sales orders for various products, including attachments, parts, tracks, and warranty-related items.</p><p>• Ensure customer specifications and dimensions for attachments are correctly documented and provided as needed.</p><p>• Accurately input sales orders and verify all required information is included for seamless processing.</p><p>• Communicate expected delivery times (ETAs) clearly to customers to manage expectations.</p>
We are looking for a dedicated Service Desk Analyst to join our team on a long-term contractual basis in Nashville, Tennessee. In this role, you will provide exceptional technical support and customer service to ensure smooth operations within a manufacturing environment. Your expertise in troubleshooting, communication, and problem-solving will play a key role in supporting end users and maintaining system functionality.<br><br>Responsibilities:<br>• Provide first-level technical support to resolve hardware, software, and network issues for end users in a timely manner.<br>• Deliver exceptional customer service by addressing inquiries and resolving technical problems effectively.<br>• Troubleshoot and resolve issues related to laptops, mobile devices, and computer hardware.<br>• Assist with deploying and configuring PCs, operating systems, and mobile devices.<br>• Support ITSM processes and maintain accurate documentation of incidents and resolutions.<br>• Collaborate with team members to identify and implement improvements to service desk operations.<br>• Conduct training sessions for users to enhance their understanding of technical systems and processes.<br>• Review and maintain quality standards for technical support and customer interactions.<br>• Utilize REST API tools and other resources to provide advanced technical assistance.<br>• Provide production support within the manufacturing environment, ensuring minimal disruption to operations.
<p><strong><u>Description of the Role</u></strong></p><p>An established organization is seeking a dedicated and empathetic Customer Service Representative to provide exceptional support to clients and customers. This role involves handling inquiries, resolving issues, and ensuring a positive experience across all interactions. The ideal candidate is a strong communicator, problem-solver, and team player. Bilingual (English/Spanish) preferred to better serve a diverse customer base.</p><p><br></p><p><strong><u>What You’ll Be Responsible For</u></strong></p><ul><li>Responding to customer inquiries via phone, email, and in-person with professionalism and care</li><li>Resolving customer issues efficiently while maintaining a high level of satisfaction</li><li>Documenting customer interactions and updating records accurately</li><li>Collaborating with internal teams to address service-related concerns</li><li>Providing information about products, services, and policies</li><li>Following up with customers to ensure resolution and satisfaction</li><li>Identifying opportunities to improve customer experience and processes</li><li>Ensuring all customer service activities comply with company standards and policies</li></ul>
We are looking for a Warranty Technician to join our team in Lowell, Michigan, on a long-term contract basis. This role offers a hybrid work schedule, allowing you to balance three days in the office and two days working remotely. As a key team member, you will contribute to ensuring warranty claims are efficiently managed while providing exceptional technical support and customer service.<br><br>Responsibilities:<br>• Process and evaluate warranty claims, ensuring accuracy and compliance with company policies.<br>• Provide technical support to customers and internal teams, resolving issues related to warranty and product functionality.<br>• Utilize ERP systems and databases to track, analyze, and manage warranty data effectively.<br>• Collaborate with engineering and product management teams to address warranty-related concerns and drive improvements.<br>• Review and analyze product quality issues to identify trends and recommend corrective actions.<br>• Train customers and team members on warranty processes and tools, fostering understanding and efficient usage.<br>• Prepare detailed reports and presentations using Microsoft Office Suite tools, including Excel, Word, and PowerPoint.<br>• Coordinate with cross-functional teams to ensure timely resolution of warranty claims and related technical issues.<br>• Implement continuous improvement initiatives to optimize warranty processes and enhance customer satisfaction.<br>• Monitor and maintain CRM systems to track customer interactions and warranty claim statuses.
We are looking for a dedicated Customer Service Representative to join our team on a long-term contract basis in Minneapolis, Minnesota. This role offers the opportunity to make a difference in the healthcare industry by providing exceptional support and service to patients and customers. If you thrive in a fast-paced environment and have a passion for helping others, this position may be the perfect fit for you.<br><br>Responsibilities:<br>• Deliver outstanding customer service by addressing inquiries and resolving issues with professionalism and empathy.<br>• Maintain accurate and timely documentation of interactions with patients and clients using internal systems.<br>• Assist in scheduling appointments, processing authorizations, and managing claims to ensure seamless service delivery.<br>• Adhere to established performance standards, including metrics for accuracy, quality, and attendance.<br>• Provide support to colleagues and supervisors by handling paperwork and resolving patient-related concerns.<br>• Identify potential financial, medical, or legal risks during customer interactions and follow appropriate protocols.<br>• Translate verbal information into clear and concise written documentation according to company guidelines.<br>• Act as a patient advocate by exchanging complex and sensitive information to facilitate care and support.<br>• Utilize Microsoft Office Suite and other tools effectively to manage daily tasks and responsibilities.<br>• Ensure compliance with company policies and procedures while delivering services within established timeframes.
<p>Senior Customer Service Representative – Lowell, MA</p><p>We’re seeking a detail-driven and customer-focused Senior Customer Service Representative to join our team in Lowell, Massachusetts. This role is critical in supporting seamless financial operations while delivering an exceptional customer experience. The right candidate will thrive in a fast-paced environment, bring strong organizational skills, and excel at building relationships both internally and externally.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Deliver timely, accurate responses to a high volume of customer inquiries, ensuring satisfaction and retention.</li><li>Research historical pricing data and partner with product line managers to process quotations quickly and accurately.</li><li>Oversee the full order management process—including new orders, returns, sample requests, credits, and debits.</li><li>Maintain accurate backlog records, aligning with customer needs and managing expedite requests to meet deadlines.</li><li>Handle customer complaints with professionalism, applying effective problem-solving and escalating issues when necessary.</li><li>Collaborate cross-functionally with sales, finance, and operations teams to resolve issues and streamline workflows.</li><li>Exercise sound judgment within established guidelines to make appropriate and effective decisions.</li><li>Cultivate strong, trust-based relationships with customers and internal partners to support long-term success.</li></ul><p><br></p>
<p>Are you a personable detail oriented individual with excellent communication skills and the ability to keep an office running smoothly? Robert Half is seeking dynamic Front Desk Coordinators for ongoing opportunities with our clients in various industries. If you thrive in a customer-facing environment and enjoy being the first point of contact for an organization, we want to connect with you! </p><p> Key Responsibilities: Reception Duties: Greet visitors and clients with a warm, detail oriented demeanor, ensuring they feel welcomed and attended to. Inbound Communication Handling: Answer and direct incoming calls, emails, and inquiries promptly while ensuring clarity and accuracy. Scheduling: Manage appointment calendars for staff and leadership, ensuring seamless scheduling and meeting coordination. Office Management: Assist with office supply ordering, tracking inventory, and vendor coordination to support smooth operations. Document Handling: Manage and organize correspondence, paperwork, and scheduling systems with precision and attention to detail. Customer Service Support: Work closely with internal teams to relay information and resolve customer requests efficiently. Administrative Support: Provide general administrative assistance such as filing, data entry, or special projects as needed.</p>
We are looking for a detail-oriented Customer Account Coordinator to join our team on a contract basis in Boca Raton, Florida. This role involves managing the full cycle of order processing for Global Accounts while ensuring accuracy and efficiency. The ideal candidate will thrive in a fast-paced environment, possess strong technical skills, and demonstrate excellent communication abilities.<br><br>Responsibilities:<br>• Manage product listings, pricing updates, and order flows on the Shopify B2B platform, ensuring accuracy and resolving any errors to enhance customer satisfaction.<br>• Provide dedicated support to Global Accounts across multiple regions, ensuring seamless communication and service.<br>• Process orders in accordance with account-specific shipping schedules and vendor compliance requirements.<br>• Maintain organized workflows to consistently meet customer shipping deadlines.<br>• Monitor shipment statuses, review daily reports, and proactively address non-conformances to maintain high performance standards.<br>• Collaborate with internal teams to resolve customer inquiries and improve process efficiency.<br>• Generate and analyze reports using Microsoft Excel, including pivot tables, to track order metrics and performance.<br>• Ensure all tasks are executed to meet contractual obligations and business objectives.<br>• Perform additional duties as assigned to support broader team initiatives.
We are looking for a dedicated Customer Relations Specialist to join our team in Boston, Massachusetts. In this role, you will provide exceptional support to customers, addressing their inquiries related to billing, payments, and mortgage servicing. This is a long-term contract position that offers an excellent opportunity to contribute to impactful work while enhancing your expertise in mortgage servicing and customer relations.<br><br>Responsibilities:<br>• Address customer inquiries by providing payment details, managing payment adjustments, and clarifying documentation and billing information.<br>• Collaborate with management to oversee third-party billing partners, ensuring accurate escrow analyses and billing data.<br>• Organize correspondence from applicants and provide timely responses to inquiries.<br>• Reach out to clients with delinquent accounts, investigate reasons for payment delays, and encourage timely payments.<br>• Present viable solutions to resolve arrearages, including appropriate use of capital reserve accounts.<br>• Refer clients to the Loss Mitigation Manager when necessary and work collaboratively to resolve complex issues.<br>• Utilize mortgage loan servicing systems, Encompass, and other automated tools to track tasks and generate timely reports.<br>• Maintain detailed records of all customer interactions, ensuring accurate documentation and easy tracking.<br>• Participate actively in team meetings and contribute to process improvement initiatives.<br>• Support additional administrative tasks, including backlog processing, as needed.
<p>We're hiring a detail-oriented <strong>Customer Service Representative</strong> to support customer engagement and account management efforts within a growing team. This position offers long-term stability, opportunities to develop your skills, and the chance to be part of a supportive and team-oriented environment. This is a great opportunity for someone who enjoys helping people, solving problems, and is looking for a long-term role with room to grow.</p><p><br></p><p><strong>What You’ll Be Doing:</strong></p><ul><li>Provide excellent customer service via phone, email, and in person</li><li>Respond to customer inquiries, resolve issues, and provide product/service information</li><li>Accurately document all customer interactions in internal systems</li><li>Collaborate with internal teams to ensure customer needs are met</li><li>Handle order entry, account updates, and general administrative support as needed</li><li>Assist with special projects and support team initiatives as assigned</li></ul>
<p>Robert Half is looking for a dedicated Customer Service Representative to deliver outstanding support and ensure seamless order processing to join our client's team. This Contract to permanent position is ideal for someone who thrives in a fast-paced environment and enjoys working collaboratively with internal teams to achieve customer satisfaction. The role requires a proactive approach to problem-solving and the ability to build lasting relationships through clear and detail-oriented communication.</p><p><br></p><p>Responsibilities:</p><p>• Provide exceptional customer service by addressing inquiries and resolving issues promptly.</p><p>• Manage the entire sales order process, ensuring accurate entry and timely fulfillment.</p><p>• Respond to inbound calls, offering solutions and maintaining a positive client experience.</p><p>• Collaborate with cross-functional teams to guarantee smooth coordination and delivery.</p><p>• Handle both inbound and outbound communication to support customer needs.</p><p>• Maintain detailed and organized records of customer interactions and order statuses.</p><p>• Develop a strong understanding of company products and workflows to better assist clients.</p><p>• Proactively identify areas for improvement in customer service processes.</p><p>• Build and nurture positive relationships with clients to foster long-term loyalty.</p><p>• Ensure compliance with established procedures and quality standards.</p>
<p>Are you an excellent communicator with a drive to help others and solve problems? We are partnering with John Deere Financial in Johnston, Iowa to find their next Customer Account Specialist! You will be part of a team that helps customers find solutions while building long-term relationships. This opportunity perfect for strong communicators who are eager to learn and grow in a professional environment!</p><p><br></p><p>Reach out to our team at (563) 359-3995 for more information - Christin, Erin, and Lydia are great points of contact!</p><p><br></p><p>Position Details:</p><p>Location: Onsite – Johnston, IA</p><p>Schedule: Shifts scheduled between 6:55 AM – 6:05 PM to cover operating hours (7:00 AM – 6:00 PM)</p><p>Duration: 1-year contract with the potential for extension</p><p>Visa Sponsorship: Not available now or in the future</p><p><br></p><p>What You’ll Do:</p><p>As a Customer Account Specialist, you’ll support customers with delinquent accounts by identifying issues, educating them on solutions, and guiding them toward resolution—all while maintaining positive relationships.</p><p><br></p><p>Key Responsibilities:</p><p>- Communicate with customers via phone to resolve overdue accounts</p><p>- Negotiate payment plans within established policies</p><p>- Review account and payment history</p><p>- Update and verify customer information</p><p>- Assist with misapplied payments and escalate issues as needed</p><p>- Ensure compliance with federal/state regulations and company policies</p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Richmond, Virginia. This role involves providing exceptional support to customers, ensuring their inquiries are addressed promptly and professionally. As part of a government organization, you will play a key role in assisting individuals with housing-related programs and services.<br><br>Responsibilities:<br>• Handle incoming calls with professionalism and empathy, aiming to resolve customer inquiries during the first interaction.<br>• Acquire in-depth knowledge of public housing programs, including Low Income Public Housing and the Housing Choice Voucher Program, to provide accurate responses.<br>• Follow up on unresolved inquiries to ensure complete resolution and customer satisfaction.<br>• Maintain high customer satisfaction ratings in line with organizational standards and expectations.<br>• Participate in mandatory training sessions to remain up-to-date on policies and procedures.<br>• Utilize established scripts and guidelines to determine whether issues can be resolved immediately or need escalation.<br>• Accurately enter call details into the organization's computer system for documentation and tracking purposes.
We are looking for an experienced HVAC Dispatcher to join our team in Farmington Hills, Michigan. This long-term contract role involves managing service schedules, ensuring effective communication with customers, and providing support to technicians in the field. The ideal candidate will thrive in a fast-paced environment, possess strong organizational skills, and have a customer-focused mindset.<br><br>Responsibilities:<br>• Coordinate and schedule service calls, dispatching HVAC technicians based on urgency, location, and skill set.<br>• Communicate with customers to confirm appointments and provide updates on technician arrival times.<br>• Monitor technician routes and performance to maximize efficiency and address any logistical challenges.<br>• Handle customer concerns professionally and escalate issues to management as needed.<br>• Maintain accurate records of service calls, technician productivity, and job statuses using dispatch software and Excel.<br>• Ensure technicians are equipped with the necessary tools, parts, and information to complete assigned tasks.<br>• Address scheduling conflicts and resolve real-time issues to maintain smooth service operations.<br>• Respond promptly to emergency service requests by dispatching appropriate personnel.<br>• Assist in inventory management and ensure sufficient stock of required tools and parts.<br>• Prepare and present reports on service performance and productivity metrics.
<ul><li>Respond promptly to customer inquiries via phone, email, chat, or in-person interactions.</li><li>Provide accurate information regarding products, services, policies, and procedures. </li><li>Handle complaints, troubleshoot issues, and follow up to ensure resolution.</li><li>Escalate complex or unresolved issues to the appropriate department or supervisor, as needed.</li><li>Maintain detailed records of customer interactions, transactions, and feedback in the company database.</li><li>Work effectively with internal teams, such as sales, technical support, and operations, to deliver seamless service. </li></ul>
We are looking for a dedicated and bilingual Spanish/English Customer Service Worksite Representative to join our dynamic team in Chicago, Illinois. This is a long-term contract position requiring strong communication skills and the ability to provide exceptional service to policyholders. As part of a growing organization with over 100 years of success in the insurance industry, you will play a vital role in ensuring customer satisfaction and operational efficiency.<br><br>Responsibilities:<br>• Assist policyholders by providing accurate information about insurance products and policy statuses.<br>• Respond to inquiries regarding claims services and intake-related issues with professionalism and empathy.<br>• Perform basic technical troubleshooting to support customers with self-service tools.<br>• Facilitate transfers to the sales team to drive revenue growth.<br>• Handle claim intake processes effectively and in accordance with company standards.<br>• Consistently meet or exceed departmental performance metrics, including quality, average handle time, and other KPIs.<br>• Participate in training and mentorship programs to support representatives in entry-level roles.<br>• Collaborate with leadership to identify and support process improvements.<br>• Represent the organization's values, such as empathy, problem-solving, and ownership, during customer interactions.<br>• Adapt to various shifts within operational hours as required.
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p><strong>Compensation:</strong> $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Service Associate</strong> to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development.</p><p> </p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul><p><br></p>
We are looking for a detail-oriented Analyst I, Business to join our team in Houston, Texas. This position requires a motivated self-starter who excels in analytical thinking, project management, and customer service. As part of this long-term contract, you will play a vital role in auditing supplier transactions, resolving issues, and ensuring compliance with established policies.<br><br>Responsibilities:<br>• Audit supplier transactions in Coupa to ensure compliance with organizational policies and procedures.<br>• Build trust with suppliers through clear communication and follow-up to ensure timely payment and updates to supplier data.<br>• Monitor daily workflows to ensure projects are completed on time and meet internal service-level agreements.<br>• Resolve internal and external issues by tracking resolutions and maintaining clear communication.<br>• Assist with special projects within your department or as part of cross-functional teams.<br>• Recommend process improvements and updates to enhance efficiency and compliance.<br>• Meet predefined daily and weekly performance metrics.<br>• Utilize tools such as Oracle, ServiceNow, and Microsoft Office Suite to support department operations.<br>• Provide training and guidance to team members in areas of expertise.<br>• Coordinate and prioritize multiple tasks to meet tight deadlines and conflicting demands.
We are looking for a detail-oriented Administrative Assistant to join our Property Management Office in Bronx, New York. In this role, you will support daily operations by assisting residents with inquiries and work orders, coordinating repairs, and ensuring seamless communication between the office and maintenance teams. Your focus will be on delivering outstanding service while maintaining an organized and efficient workflow.<br><br>Responsibilities:<br>• Assist residents with submitting work orders and tracking repair requests to ensure timely resolutions.<br>• Coordinate with maintenance staff to schedule and follow up on repair and service requests.<br>• Provide exceptional customer service by addressing resident inquiries and concerns promptly.<br>• Maintain organized records and documentation for work orders, repairs, and other administrative tasks.<br>• Oversee benefit-related functions, including COBRA administration and leave of absence coordination.<br>• Support compensation and benefits processes to ensure compliance with company policies.<br>• Facilitate communication between residents, office staff, and maintenance teams to promote efficiency.<br>• Monitor and update office systems to improve workflow and resident satisfaction.<br>• Handle administrative tasks such as filing, scheduling, and correspondence.<br>• Assist in the preparation of reports and summaries for management review.
<p><strong>Jennifer Fukumae</strong> at Robert Half Finance and Accounting is partnering with an independent <strong>Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca</strong> with over $1.2 billion in assets under management and a client base of approximately 250 high-net-worth individuals and families. Average client relationships range from $2M to $10M in assets, and the firm has grown by over $100 million in AUM in just the last year—demonstrating exceptional investment performance and continued client trust.</p><p> </p><p><strong>The Role:</strong></p><p>The Client Service Associate will play a vital role in delivering a white-glove client experience, supporting advisors, and helping ensure operational excellence. This is an excellent opportunity for a high-performing CSA with RIA experience who enjoys being client-facing and thrives in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a primary point of contact for client servicing requests and inquiries</li><li>Prepare and process account paperwork, including account openings, transfers, contributions/distributions, and maintenance</li><li>Support advisors in client meeting preparation, follow-up, and ongoing financial planning efforts</li><li>Coordinate with custodians and internal stakeholders to ensure timely resolution of client needs</li><li>Maintain accurate and up-to-date client records and documentation</li><li>Proactively identify opportunities to enhance the client experience</li><li>Assist with ad-hoc projects, including compliance tasks and process improvement initiatives</li></ul>
