269 Results for Customer Service Representative Jobs

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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

Outside Sales Representative

Western Pa, PA
onsite
Permanent / Full Time
60000 - 75000 USD / Yearly
Our client is seeking a driven and highly motivated Sales Representative to join their growing team. This role is responsible for generating new business, managing existing customer relationships, and driving revenue growth throughout an assigned territory. The ideal candidate will have experience selling capital equipment, preferably within the waste, recycling, scrap, or environmental services industry.This is an excellent opportunity for a sales professional who enjoys building relationships, developing new business, and contributing directly to company growth.Sales & Business Development<ul><li>Develop and execute a regional sales strategy to increase revenue and market share.</li><li>Manage and grow existing customer accounts while identifying and securing new business opportunities.</li><li>Promote products and equipment within the waste, recycling, scrap, and related industrial markets.</li><li>Generate new leads through cold calling, networking, referrals, and social selling.</li><li>Conduct market research to identify prospective customers, industry trends, and growth opportunities.</li><li>Consistently meet or exceed sales and revenue targets.</li></ul>Customer Relationship Management<ul><li>Serve as the primary point of contact for assigned regional customers.</li><li>Build and maintain strong, long-term customer relationships through exceptional service and support.</li><li>Present and demonstrate products to prospective and existing customers.</li><li>Provide accurate information regarding product specifications, pricing, availability, and delivery schedules.</li><li>Negotiate contracts and sales agreements to successfully close business opportunities.</li><li>Deliver outstanding post-sale support in partnership with operations and logistics teams.</li></ul>Territory & Market Analysis<ul><li>Monitor regional market trends, competitor activity, and pricing strategies.</li><li>Identify emerging opportunities and communicate key market intelligence to leadership.</li><li>Utilize customer feedback to recommend product improvements and enhancements.</li></ul>CRM & Reporting<ul><li>Maintain accurate sales activity, pipeline, and customer records within the CRM system.</li><li>Leverage CRM analytics to support territory planning and sales strategy.</li><li>Prepare regular sales forecasts, reports, and account updates.</li><li>Salesforce experience is preferred.</li></ul>Cross-Functional Collaboration<ul><li>Work closely with engineering, manufacturing, production, and logistics teams to ensure customer expectations are met.</li><li>Coordinate delivery schedules and project timelines with internal teams and customers.</li><li>Ensure alignment between customer requirements and operational capabilities.</li></ul>
2026-10-15T00:00:00Z

Outside Sales Representative

Oak Brook, IL
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for an efficient Outside Sales Representative to support a growing healthcare organization in Oak Brook, Illinois. This Long-term Contract position offers a field-based opportunity for someone who enjoys connecting with people, promoting wellness services, and building strong community relationships. The role is well suited for a motivated sales representative who thrives in face-to-face interactions and wants to contribute to business growth through local outreach and event engagement. Responsibilities:• Participate in multiple community, wellness, and local business events each day to introduce services and expand brand awareness.• Start meaningful conversations with prospective clients to explain the value of chiropractic care and overall wellness solutions.• Identify interested individuals and convert outreach efforts into scheduled appointments for follow-up services.• Develop and maintain strong relationships with community members and local organizations to strengthen referral opportunities.• Record sales activities, lead information, and appointment details accurately in Salesforce.• Represent the organization in a knowledgeable and courteous manner during all external events and field interactions.• Travel within the assigned local territory to attend outreach opportunities and maintain consistent market presence.• Support occasional weekend or early-start events based on business needs and availability. The salary range for this position is $23 to $25. Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.
2026-11-05T00:00:00Z

Outside Sales Representative

Sacramento, CA
remote
Permanent / Full Time
40000 - 100000 USD / Yearly
Job SummaryThe Sales Representative will drive revenue growth by identifying and pursuing new business opportunities, building strong client relationships, and closing sales deals. This role involves promoting our products or services to potential customers, meeting sales targets, and contributing to the overall success of the sales team. The ideal candidate is results-oriented, persuasive, and thrives in a competitive environment, with a passion for delivering exceptional customer value.Key Responsibilities<ul><li>Prospect and qualify leads through cold calling, networking, and research to build a robust sales pipeline.</li><li>Conduct product demonstrations, presentations, and negotiations to effectively communicate value propositions and close sales.</li><li>Maintain and expand relationships with existing clients, identifying upsell and cross-sell opportunities to maximize revenue.</li><li>Achieve and exceed monthly, quarterly, and annual sales quotas while tracking progress using CRM tools.</li><li>Collaborate with marketing, product, and support teams to align on strategies and resolve customer issues.</li><li>Analyze market trends, competitor activities, and customer feedback to inform sales approaches and improve performance.</li><li>Prepare accurate sales reports, forecasts, and documentation to support data-driven decision-making.</li><li>Attend industry events, trade shows, and client meetings to represent the company and generate new leads.</li></ul>
2026-10-19T00:00:00Z

Claims Representative Associate

Everett, WA
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a Medical Biller/Claims Associate billing in Everett, WA. This Long-term Contract opportunity is ideal for someone who is organized, detail-focused, and comfortable working with medical documentation and payer submissions in a fast-paced customer service environment. Helpful to know EOB, medical billing and denial claims.Responsibilities:• Will review statementsObtain medical documentation from appropriate sources and prepare records for submission to insurance carriers based on claim needs.• Review incoming information for completeness, accuracy, and proper formatting before forwarding materials for claim processing.• Submit required documentation to insurance companies within established timelines and follow up on outstanding items as needed.• Maintain clear and accurate claim-related records, notes, and status updates across internal systems.• Communicate with internal teams, providers, or other stakeholders to resolve missing information and support timely claim handling.• Assist with day-to-day customer service tasks related to claim administration, documentation requests, and case updates.• Use assigned systems and tools to track workflows, monitor open requests, and ensure records are routed correctly.• Learn and apply department procedures during training and adapt to updates in processes or supporting platforms, including Epic when applicable.
2026-11-05T00:00:00Z

Sales Support

La Mirada, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
We are seeking a highly organized and customer-focused Sales Support Representative to support daily sales operations and ensure a seamless customer experience in La Mirada, CA 90635. This position is responsible for coordinating orders, managing customer communications, maintaining accurate records, and partnering with internal departments to ensure projects are completed accurately and on time. The ideal candidate is detail-oriented, proactive, and comfortable managing multiple priorities in a fast-paced environment while providing exceptional service to both customers and internal stakeholders. Responsibilities:<ul><li>Support the sales team with order processing, account coordination, and administrative functions</li><li>Prepare quotes, enter orders, and maintain accurate customer and sales records</li><li>Serve as a point of contact for customer inquiries regarding products, pricing, order status, and delivery timelines</li><li>Coordinate with internal teams to ensure timely and accurate order fulfillment</li><li>Monitor project timelines and proactively communicate updates to customers and team members</li><li>Maintain reporting, spreadsheets, and sales documentation</li><li>Assist with problem resolution and provide exceptional customer service</li><li>Build and maintain strong relationships with customers and internal stakeholders</li></ul>
2026-10-28T00:00:00Z

Sales Support

Post Falls, ID
onsite
Temporary to Hire
22 - 25 USD / Hourly
Seeking a detail-oriented Sales Support professional to assist with order processing, sales documentation, and general administrative support. This role will work closely with internal sales and accounting teams to ensure accurate order entry, maintain organized records, and support day-to-day sales operations. Primary Job Responsibilities<ul><li>Process, review, and enter customer orders, ensuring accuracy and completeness.</li><li>Maintain and update order information as changes arise.</li><li>Review order documentation, identify discrepancies, and coordinate necessary corrections.</li><li>Assist with sales quoting and related documentation.</li><li>Maintain organized customer, contact, and sales records to support business development activities.</li><li>Provide administrative support to internal sales and accounting teams as needed.</li></ul>
2026-11-06T00:00:00Z

Sales Support

West Des Moines, IA
onsite
Temporary / Contract
23 - 26 USD / Hourly
We are looking for a detail-oriented Sales Support team member to join a growing company in the Des Moines area. This Long-term Contract position focuses on accurate order and product data management while supporting customers and internal partners throughout inventory-related activities. The ideal candidate will be organized, detail-oriented and have excellent computer skills. Responsibilities:• Enter and maintain product, order, and inventory information with a high level of accuracy across company systems.• Coordinate with customers and internal teams to support the movement of inventory into and out of the system.• Respond to customer questions and provide timely assistance related to orders, product details, and account support needs.• Track open items through completion and ensure follow-up actions are handled promptly and thoroughly.• Support post-sales activities by helping process updates, changes, and routine documentation tied to customer orders. Please apply today through our Robert Half website or call 515.706.4974 with any questions!
2026-11-06T00:00:00Z

Sales Support

Greer, SC
onsite
Temporary to Hire
26.6 - 30.8 USD / Hourly
We are looking for a driven Sales Support specialist to join a wholesale distribution team in Greer, South Carolina. This Contract to permanent opportunity is well suited for someone who enjoys building interest with prospective clients, maintaining organized outreach efforts, and helping move new business conversations forward. The role blends lead follow-up, proactive prospecting, and accurate record management to support continued sales growth. Responsibilities: • Reach out to prospective menu clients to introduce product offerings and build interest through consistent outbound communication. • Prepare and send sample packets to potential customers, then manage follow-up conversations until a clear buying decision is reached. • Record interactions, updates, and next steps in the company system to keep prospect information current and actionable. • Schedule future outreach activities and maintain an organized pipeline of leads, callbacks, and sales opportunities. • Work through existing leads provided by the business while also identifying and engaging new prospects independently. • Support inbound and outbound sales efforts by responding promptly to inquiries and helping advance opportunities through the sales process.
2026-11-06T00:00:00Z

Community Service Provider Manager

Modesto, CA
onsite
Temporary to Hire
27.7115 - 32.087 USD / Hourly
We are looking for a Community Service Provider Manager to lead service delivery operations and support individuals in accessing resources that promote independence and well-being in California. This contract position offers the potential for a permanent role and combines team leadership, community partnership development, and direct case support in a mission-driven environment. The ideal candidate will bring strong experience in case management, staff supervision, and disability-related services while helping strengthen program performance and documentation practices. Responsibilities: • Guide intake and service assessment activities to ensure individuals are evaluated accurately and connected with appropriate support. • Coach and supervise team members, provide regular staff meetings, and help build knowledge of community resources and service practices. • Establish and maintain collaborative relationships with agencies, providers, and community partners to expand referral options and reduce service gaps. • Manage complex or high-priority cases by offering direct assistance beyond the scope of front-line staff when needed. • Facilitate recurring member, provider, and internal team meetings to support communication, case coordination, and program alignment. • Resolve concerns raised by members or employees in a timely, thoughtful manner while promoting a respectful service environment. • Oversee documentation and data tracking processes to support confidentiality, reporting accuracy, and audit readiness across program activities. • Deliver direct services such as advocacy, referrals, independent living planning, peer support, and coordination of disability-related resources. • Represent the program through outreach, presentations, and community events that raise awareness of available services and strengthen local engagement. • Respond to urgent situations affecting individuals with disabilities, including emergencies that may require flexible or nontraditional work hours.
2026-11-02T00:00:00Z

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

Sales Support Coordinator

Wilmington Nt, DE
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We have partnered with a thriving, manufacturer on their search for an organized Sales Support Coordinator with proven expertise providing price quotes and completing order fulfillment. As the Sales Support Coordinator, you will handle tasks such as: preparing reports, assisting the sales team on leads, researching product pricing, handling administrative duties, preparing sales presentations/proposals/contracts, coordinating the ordering process workflow, and manage the communication channels between internal departments. The ideal candidate for this role should have an intense passion for client satisfaction, advanced multi-tasking capabilities, superb customer service skills and a strong drive for problem-solving. What you get to do everyday· Provide administrative support to sales team· Fulfill customer inquiries· Serve as liaison between sales team, clients, and internal departments· Manage and update customer accounts and CRM systems· Resolve pricing issues/errors· Build strong customer relationships· Review and analyze customer feedback· Track sales leads, monitor progress, and ensure follow-up· Provide customer quotes and pricing· Troubleshoot data performance inquiries
2026-11-06T00:00:00Z

Sales Support Coordinator

Derry, NH
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Sales Support Coordinator to join our team and help keep daily sales activities running smoothly. This opportunity is well suited for someone early in their career who enjoys organization, customer interaction, and learning how a growing technology business operates. In this role, you will support both the sales team and existing customers by coordinating orders, answering questions, and helping create a reliable, positive service experience. Responsibilities: • Coordinate routine sales support activities, including creating customer quotes, entering orders, and monitoring shipment progress • Review order details for accuracy and follow each transaction through completion to help ensure timely service • Respond to customer inquiries by providing order updates, account assistance, and general support with careful attention to detail • Strengthen customer relationships through attentive communication and consistent follow-through • Develop working knowledge of the company’s products and services to better assist customers and internal teams • Partner with sales, operations, and other departments to resolve issues and keep orders on schedule • Maintain clear, organized records related to customer accounts, transactions, and supporting documentation
2026-10-29T00:00:00Z

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 Service Associate $1B AUM

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 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. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-11-03T00:00:00Z

Client Service Associate $1B AUM

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 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. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-10-27T00:00:00Z

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.
2026-10-23T00:00:00Z

Client Liasion

Deerfield, IL
onsite
Permanent / Full Time
60000 - 63000 USD / Yearly
A growing, boutique consulting company with a lively, collaborative culture are looking for someone to join their dynamic team as a Client Liaison. The role serves as the primary point of contact for prospective and current patients, helping educate individuals about the model that it being offered, nurturing leads, and supporting physician practices. The position combines customer service, relationship management, sales support, patient engagement, CRM management, and operational coordination in a fast-paced healthcare environment. The position offers a yearly compensation range of $60,000-$63,000 + bonus + health, vision, dental, 401k, PTO and more. Responsibilities:• Build and maintain productive relationships with physicians, clinic staff, and patients to ensure clear and responsive communication.• Coordinate with internal and external stakeholders to support operational initiatives, monitor progress, and help drive successful outcomes.• Assist in organizing project plans, tracking milestones, and following up on action items to keep assignments moving forward.• Support the development of client-facing marketing pieces by working with creative partners such as designers, writers, and print vendors.• Help review and prepare digital and print content to ensure materials are accurate, well-crafted, and aligned with client needs.• Respond to questions and service requests in a thorough and attentive manner, resolving issues promptly and escalating concerns when appropriate. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster
2026-10-29T00:00:00Z

269 results for Customer Service Representative jobs