269 Results for Customer Service Representative Jobs

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Customer Support Specialist

Blaine, MN
onsite
Permanent / Full Time
50000 - 60000 USD / Yearly
We are looking for a Customer Support Specialist to support customer-facing order operations for our manufacturing team. This position plays a central role in processing orders accurately, coordinating with internal departments, and keeping customers informed throughout the fulfillment cycle. The ideal candidate brings strong organizational skills, sound judgment, and the ability to resolve issues quickly in a fast-paced environment. Responsibilities:• Oversee the full order lifecycle, from initial entry and validation through shipment follow-up and final invoicing.• Maintain accurate order, customer, and transaction records within ERP and related business systems to support smooth daily operations.• Keep customers informed of order progress, schedule changes, and service issues with timely and clear communication.• Partner with production, planning, quality, warehouse, and shipping teams to align order fulfillment with customer expectations.• Process returns, replacements, and order adjustments while ensuring all updates are documented correctly.• Investigate delays, discrepancies, and delivery concerns, taking appropriate action to resolve issues or elevate them when needed.• Provide administrative support to sales activities by updating account details and assisting with order-related requests.• Record customer feedback and recurring service concerns to help improve processes and overall service performance.
2026-11-05T00:00:00Z

Customer Support Specialist

Bethesda, MD
onsite
Temporary / Contract
22 - 26 USD / Hourly
We are seeking a Customer Support Specialist to provide exceptional service to customers by answering inquiries, resolving issues, and ensuring a positive customer experience. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately. Responsibilities:• Respond to customer inquiries via phone, email, and chat• Resolve issues and document outcomes in CRM systems• Escalate complex issues to internal teams• Identify service trends and improvement opportunities
2026-10-26T00:00:00Z

Customer Service and Logistics Representative

Oilville, VA
onsite
Temporary to Hire
20 - 23 USD / Hourly
We are looking for a Customer Service and Logistics Representative to join a team outside of Shortpump in Richmond, Virginia in a contract-to-permanent capacity. This position supports customers and sales partners by handling inquiries, preparing pricing information, entering orders, and coordinating updates across internal departments. The role is well suited for someone who communicates clearly, stays organized in a fast-paced environment, and takes pride in delivering accurate information and dependable service. Responsibilities:• Respond to inbound customer requests by phone and email, providing clear answers on products, availability, order status, and service-related questions.• Prepare and deliver pricing information for parts and attachments, maintain records of active quotes, and follow up with customers in a timely manner.• Enter sales orders with a high degree of accuracy, confirming specifications, quantities, and special instructions before submission.• Share product literature, technical details, installation materials, and related resources to help customers make informed purchasing decisions.• Support account follow-up activities by assisting with past-due balances, return authorization details, and related customer communications.• Coordinate closely with shipping and production teams to keep orders moving efficiently and to communicate expected delivery timing when needed.• Process order changes by documenting revisions clearly and ensuring updated information is communicated to all relevant internal teams.• Monitor open orders, drop-ship activity, and in-transit shipments, updating internal notes and following through on outstanding items to maintain visibility.• Reserve applicable equipment for customer needs when advance identification or prepayment arrangements are required.
2026-11-04T00:00:00Z

Patient Service Rep

Blue Bell, PA
onsite
Temporary / Contract
18 - 20 USD / Hourly
We are looking for a Patient Service Rep to support patient registration and front-end service activities for a healthcare team in Blue Bell, PA. This Contract position focuses on delivering courteous patient support, coordinating appointment-related activities, and maintaining accurate records in a HIPAA-regulated setting. The ideal candidate is organized, responsive, and comfortable handling scheduling, documentation, and communication tasks in an onsite clinical environment. Responsibilities:• Welcome and assist patients with registration activities, ensuring demographic, insurance, and referral information is entered accurately and completely.• Coordinate patient appointments by managing calendars, confirming visit details, and adjusting schedules as needed to support clinic operations.• Respond to incoming calls, voicemail, and email inquiries with professionalism, routing messages promptly and providing clear follow-up information.• Maintain medical records and related documentation with strong attention to detail while following privacy and compliance standards.• Review required forms, submissions, and supporting materials to help keep patient files current and ready for care delivery.• Support clinical trial-related administrative tasks when applicable, including scheduling and document handling in accordance with established procedures.• Assist with coordination of required candidate screening and other visit preparation activities to help patients move smoothly through the care process.• Participate in training activities and apply updated procedures, modules, and workflow guidance to daily registration and service tasks.
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

Customer Service Representative x 6

50 Park Plaza, MA
onsite
Temporary / Contract
19.95 - 23.1 USD / Hourly
We are looking for customer-focused individuals to support a medical conference in Massachusetts as part of a Contract position. In this role, you will help create a welcoming and organized experience for attendees, speakers, and event partners while representing the event team effectively. This opportunity is well suited for individuals who are comfortable working in a fast-paced, public-facing environment and can respond effectively to guest needs throughout the conference. Responsibilities: • Welcome conference participants, provide event information, and guide guests to registration, meeting areas, and other designated spaces. • Assist with attendee check-in activities, confirm participation details, and help maintain orderly entry lines during busy periods. • Respond to questions from guests, speakers, and vendors with clear, courteous, and accurate support throughout the event. • Address on-site concerns promptly and escalate complex issues to event leadership when additional support is needed. • Help maintain a well-organized event environment by monitoring common areas and ensuring service standards are consistently upheld. • Coordinate with conference staff and management to support daily event operations and changing attendee needs. • Communicate important updates, scheduling information, and directional guidance to participants in a timely manner. • Follow health, safety, and event protocols, including verification of required vaccination compliance when applicable.
2026-11-05T00:00:00Z

Customer Sales Support

Chula Vista, CA
onsite
Temporary / Contract
23.98 - 23.98 USD / Hourly
We are looking for a detail-oriented Customer Sales Support team member to join a fast-paced team in Chula Vista, California. This Long-term Contract position supports sales operations and customer relationships by handling service requests, coordinating order activity, and helping ensure timely, accurate communication across the order lifecycle. The role works closely with airline customers, repair facilities, brokers, and internal teams to deliver responsive support and maintain a high standard of service. Responsibilities: • Support airline customers, maintenance organizations, and broker partners by addressing service needs related to aftermarket spare parts and ongoing account activity. • Assist customers with portal usage by guiding them through available tools, resolving access or navigation questions, and promoting effective self-service where appropriate. • Enter and manage customer orders and quotations in line with established procedures, while routing specialized issues to the correct internal contacts when needed. • Follow up on credit-related approvals and invoice payment matters to help move orders forward without unnecessary delays. • Track customer interactions, order updates, and service actions within designated CRM and business systems to maintain accurate records. • Work with shipping, provisioning, and warehouse teams to accelerate deliveries, investigate shipment status, and communicate updates to customers. • Prepare regular productivity and status reporting for leadership to support visibility into daily performance and operational goals. • Contribute ideas that improve service quality, workflow efficiency, and overall customer experience within a continuous improvement environment.
2026-10-26T00:00:00Z

Sr. Customer Service Representative

Hillside, IL
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Our client is looking for an experienced Senior Customer Service Representative to support complex print and marketing projects for customers in Illinois. This role serves as a central point of coordination from project intake through final billing, helping ensure specifications are accurate, timelines stay on track, and clients receive responsive service throughout the process. The ideal candidate brings strong communication skills, attention to detail, and the ability to work across multiple departments to deliver high-quality results and resolve issues effectively. Salary: $80,000-$100,000 Benefits: Health, vision, dental, 401K, STD/LTD, Life Insurance, PTOSchedule: 100% on-site, 7:00 AM–4:00 PM OR 8:00 AM–5:00 PM ***PRINT INDUSTRY EXPERIENCE REQUIRED*** Responsibilities:• Oversee assigned customer accounts and job requests from initial intake through estimating, order setup, production coordination, delivery, invoicing, and post-completion follow-up.• Evaluate purchase orders, artwork files, mailing details, samples, schedules, inventory needs, and shipping instructions to confirm all project information is complete and accurate before release.• Prepare and maintain job documentation, production directions, project timelines, estimate records, change logs, and account-specific instructions to clearly communicate client expectations.• Collaborate with Sales and Estimating teams to validate scope, quantities, materials, production approach, pricing assumptions, and external service needs before work begins.• Work closely with planning, scheduling, production, purchasing, quality, mailing, fulfillment, and shipping teams to build realistic schedules and meet customer commitments.• Track live projects, anticipate delays or specification issues, communicate updates quickly, and drive problem resolution to minimize impact on delivery expectations.• Document and manage revisions involving scope, specifications, quantities, timing, materials, or freight requirements while ensuring pricing and production details remain accurate.• Review completed jobs for production outcomes, added charges, freight costs, third-party expenses, and billing details to support accurate closeout and invoicing.• Address customer concerns related to quality, shortages, damage, late shipments, or billing discrepancies by coordinating corrective actions and maintaining clear, attentive communication.• Contribute to customer onboarding activities, site visits, meetings, press checks, sample requests, and process improvement efforts that strengthen service quality and operational efficiency. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster
2026-10-27T00:00:00Z

Sr. Customer Service Representative

Monroe, OH
onsite
Temporary to Hire
22 - 24 USD / Hourly
We are looking for a Sr. Customer Service Representative to join a manufacturing organization in Monroe, Ohio in a contract capacity with the potential to become permanent. This role is ideal for a customer-focused individual who can manage order activity, respond to client needs with confidence, and coordinate across teams to deliver a smooth service experience. The position requires strong communication, attention to detail, and a proactive approach to resolving issues from initial request through final completion. Responsibilities: • Manage purchase order and lease processing across the company’s product and service offerings with a high level of accuracy and timeliness. • Respond to inbound customer questions by providing clear information, resolving concerns, and guiding clients to appropriate solutions. • Coordinate with cross-functional teams to monitor inquiries, orders, and lease requests through each stage of completion. • Take ownership of customer complaints and service incidents, driving follow-up actions and ensuring issues are fully resolved. • Maintain a consistent, high-quality customer experience by communicating updates and next steps throughout the service process. • Track individual performance against established service metrics and work to meet or exceed expectations. • Participate in required training programs to strengthen product knowledge, service skills, and role-related capabilities.
2026-11-03T00:00:00Z

Guest Services Representative

Memphis, TN
onsite
Temporary to Hire
15 - 15 USD / Hourly
We are looking for a personable and service-focused Guest Services Representative to support visitors throughout the museum experience in Memphis, Tennessee. This contract opportunity is ideal for someone who enjoys engaging with the public, providing clear guidance, and creating a welcoming environment for guests of all backgrounds. In this role, you will help visitors navigate exhibit spaces, share meaningful information about the museum and the Civil Rights era, and contribute to a high standard of service at key guest-facing stations. Responsibilities: • Welcome visitors at assigned museum locations and create a positive first impression from arrival through entry. • Guide guests through screening, entry points, hallways, and exhibit areas while helping maintain an orderly flow of traffic. • Speak with visitors about museum displays, including permanent and traveling exhibitions, using prepared messaging and learned exhibit knowledge. • Support front-door and box office interactions by answering questions and delivering attentive service that aligns with visitor satisfaction goals. • Provide short verbal introductions and follow-up remarks in the theater area before and after scheduled video presentations. • Remain attentive at designated standing posts throughout the museum and respond appropriately to guest needs in real time. • Build familiarity with the museum's mission, featured content, and historical subject matter to offer accurate and helpful information. • Contribute to service and sales objectives by assisting guests effectively and representing the organization in a thoughtful and attentive manner.
2026-11-03T00:00:00Z

Bilingual Customer Service Representative

Victor, NY
onsite
Temporary / Contract
25 - 26.5 USD / Hourly
Our client is seeking a Bilingual Customer Service Representative (Spanish/English) for an immediate opportunity. This is a contract position with strong potential to become permanent based on performance and business needs. The ideal candidate is customer-focused, professional, and able to communicate clearly and confidently in both Spanish and English.Key Responsibilities:<ul><li>Provide exceptional customer service to clients and customers in both Spanish and English</li><li>Respond to incoming calls, emails, and inquiries in a timely and professional manner</li><li>Assist customers with questions related to products, services, orders, billing, or account information</li><li>Resolve issues efficiently while maintaining a high level of customer satisfaction</li><li>Document customer interactions accurately in the system</li><li>Escalate complex issues to the appropriate department when needed</li><li>Maintain knowledge of company policies, procedures, and service offerings</li></ul>
2026-10-28T00:00:00Z

Bilingual Customer Service Representative

Long Island City, NY
onsite
Temporary to Hire
28.5 - 30 USD / Hourly
We are looking for a bilingual customer service team member to join a fast-moving team in Long Island City, New York. This Contract to permanent position centers on in-person support at a walk-up service window, where you will assist customers while also contributing to operational tasks and data review. The ideal candidate is confident working directly with people, comfortable handling spreadsheets and analysis, and motivated to identify ways to improve daily processes. Responsibilities: • Deliver detail-oriented in-person assistance to drivers and other customers at a walk-up service window in Long Island City, New York. • Review service and operational information in Excel to spot patterns, summarize findings, and support informed decisions. • Maintain accurate records and complete documentation related to daily service activities and operational workflows. • Investigate chargeback-related questions and help coordinate timely follow-up and resolution when needed. • Recommend practical improvements that enhance service quality, efficiency, and day-to-day operations. • Collaborate closely with a small on-site team to ensure smooth customer support in a high-traffic environment. • Learn internal procedures and become a reliable resource for questions tied to customer service and operational support. • Provide assistance during onboarding and knowledge transfer activities to support continuity within the role.
2026-11-04T00:00:00Z

Bilingual Customer Service Representative

Miami, FL
onsite
Temporary / Contract
21 - 24 USD / Hourly
We are looking for a compassionate Customer Service Representative/Helpline Counselor to support individuals who may be experiencing emotional distress and urgent personal challenges in Miami, Florida. This Long-term Contract position is well suited for someone with a background in behavioral health, psychology, or a related medical field who can communicate with empathy and professionalism. The role focuses on delivering thoughtful assistance, gathering accurate information, and helping connect callers with appropriate support while maintaining composure in sensitive situations. Responsibilities:• Respond to inbound calls from individuals seeking support, using active listening and a calm, respectful approach throughout each interaction.• Communicate clearly in both Creole and English to assist callers effectively and reduce barriers to care or guidance.• Document call details, service needs, and relevant outcomes with accuracy to support proper follow-up and recordkeeping.• Provide crisis-focused customer support by assessing immediate concerns and directing individuals to appropriate resources or next steps.• Handle emotionally sensitive conversations with discretion, empathy, and sound judgment in high-pressure situations.• Coordinate with internal teams or partner services when additional assistance, escalation, or continuity of care is needed.• Complete training related to suicide prevention, crisis response, and supportive intervention methods as required for the position.• Support day-to-day contact center operations by maintaining service standards, managing call volume, and performing related data entry tasks.
2026-10-16T00:00:00Z

Bilingual Customer Service Representative

Lorain, OH
onsite
Temporary to Hire
17.1 - 18 USD / Hourly
We are looking for a Customer Service Representative to join a mission-driven non-profit organization in Lorain, Ohio. This on-site opportunity is a contract position, designed for someone who brings strong customer support experience, sound judgment, and a compassionate approach when assisting community members. The person in this role will help applicants navigate services, manage required documentation, and keep records organized and secure while contributing to a responsive and well-organized office environment. Responsibilities:• Assist clients with the application process by explaining next steps, gathering required information, and ensuring submissions are completed accurately.• Review documents for completeness and accuracy, follow up on missing items, and maintain records in accordance with agency guidelines and confidentiality standards.• Respond to inbound questions by phone, in person, and through virtual interactions, providing clear and courteous service to applicants and community members.• Conduct applicant interviews, coordinate appointment scheduling, and help keep daily workflows moving efficiently.• Enter and update case or client information in internal systems with a high level of precision and attention to detail.• Identify issues that may delay processing, communicate concerns promptly, and support timely resolution of client service matters.• Perform general administrative support such as typing correspondence, handling mail, organizing files, and operating standard office equipment.• Participate in training activities and follow established procedures to support consistent service delivery across the office.
2026-11-05T00:00:00Z

Bilingual Customer Service Representative

White Bear Lake, MN
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a Spanish Bilingual Customer Service Representative to join a manufacturing team in Minnesota. This long term contract-to-permanent position is ideal for someone who enjoys helping customers, solving product-related questions, and working in a fast-paced technical environment. The person in this role will support customers by identifying appropriate tooling options, addressing inquiries with professionalism, and partnering with internal and external teams to deliver strong service. Responsibilities:• Respond to customer inquiries by phone and email, providing timely support and clear guidance on product and tooling-related questions.• Evaluate customer drawings, specifications, and application details to recommend solutions that align with operational needs.• Enter and manage orders accurately while maintaining complete and organized customer information in company systems.• Explain technical product information in a way that customers can easily understand and apply to their manufacturing processes.• Work closely with colleagues, sales representatives, designers, and distribution partners to coordinate service and resolve issues efficiently.• Support both inbound and outbound customer communication to strengthen relationships and ensure follow-up on open requests.• Assist in resolving customer concerns by identifying practical options and helping guide them toward the best available solution.• Contribute to additional service and administrative tasks as directed by leadership to support team goals.
2026-11-06T00:00:00Z

Bilingual Customer Service Representative

St Paul, MN
onsite
Temporary / Contract
22 - 30 USD / Hourly
We are seeking a dedicated Spanish Bilingual Customer Service Representative to join our growing team. The successful candidate will be responsible for handling customer interactions, resolving inquiries and complaints, and ensuring the highest level of customer satisfaction. Responsibilities:<ul><li>Respond promptly to customer inquiries, handling and resolving customer complaints.</li><li>Maintain a record of customer interactions, comments, and complaints.</li><li>Follow-up on customer interactions.</li><li>Communicate and coordinate with internal departments.</li><li>Deliver excellent customer support and assist in the upgrade of our customer experience.</li><li>Handle incoming calls and emails with professionalism and active listening.</li><li>Provide accurate, appropriate, and immediate responses to all customer inquiries.</li><li>Analyze customer's needs and problem-solve as needed.</li><li>Learn about our product range and services to assist customers effectively.</li><li>Process orders, applications, and requests seamlessly.</li></ul>
2026-10-27T00:00:00Z

Customer Service Lead

Coxsackie, NY
onsite
Temporary to Hire
22 - 30 USD / Hourly
Customer Service LeadCoxsackie, NY | Contract Opportunity Are you a customer service professional who loves creating order, improving processes, and leading by example? We're partnering with a growing manufacturing organization in Coxsackie, NY seeking a Customer Service Lead who can elevate the customer experience while helping shape the future of the department. This is more than a traditional customer service role. You'll serve as a key resource for customers, collaborate across multiple departments, streamline processes, develop standard operating procedures, and help build a customer service function that is efficient, responsive, and best-in-class. If you're someone who thrives in a fast-paced environment, enjoys solving problems, and is excited by the opportunity to make a lasting impact, we'd love to hear from you. What You'll Be DoingLead Process Improvement & Team Development<ul><li>Develop and maintain Standard Operating Procedures (SOPs) to create consistency, efficiency, and scalability.</li><li>Evaluate and modernize current customer service processes, workflows, and strategies.</li><li>Identify opportunities for continuous improvement and implement solutions that enhance service quality and operational performance.</li><li>Help establish best practices and support the ongoing growth of the customer service function.</li></ul>Deliver an Exceptional Customer Experience<ul><li>Become a trusted product resource and assist customers with product applications, order quantities, and related inquiries.</li><li>Respond promptly and professionally to customer requests while ensuring a high level of service and satisfaction.</li><li>Manage customer orders from entry through fulfillment, verifying pricing, shipping instructions, warehouse selection, and delivery requirements.</li><li>Prepare quotations, samples, and other customer requests accurately and efficiently.</li></ul>Drive Operational Excellence<ul><li>Partner closely with sales, operations, production, shipping, and warehouse teams to ensure customer expectations are met.</li><li>Monitor daily customer service and shipping activity, proactively identifying and resolving issues.</li><li>Track customer concerns, order discrepancies, and service trends while maintaining detailed documentation.</li><li>Ensure accuracy, accountability, and responsiveness across all customer-facing processes.</li></ul>
2026-10-27T00:00:00Z

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

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 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

Customer Success Specialist

Rayville, LA
onsite
Temporary to Hire
17 - 20 USD / Hourly
We are looking for a detail-oriented Customer Success Specialist to support commercial lending operations in Rayville, Louisiana. This contract opportunity with permanent potential is ideal for someone who can manage documentation with precision, coordinate effectively across teams, and help ensure commercial loan files are complete, compliant, and ready for closing. The person in this role will contribute to accurate loan package preparation, documentation review, and due diligence activities tied to commercial and real estate lending. Responsibilities:• Prepare commercial loan and collateral documentation for a variety of lending transactions while maintaining alignment with bank standards and applicable legal requirements.• Review participation loan files for both purchased and sold transactions to confirm completeness, accuracy, and proper execution.• Examine existing loan and collateral records during renewals or new originations to identify and resolve documentation issues tied to previously pledged assets.• Coordinate with attorneys and other external partners when legal support is needed to move commercial loan closings forward.• Gather and evaluate pre-closing materials such as approval records, borrower organizational documents, lien search results, title work, insurance coverage, flood compliance items, environmental reports, and appraisal documentation.• Verify that borrower authority, collateral protection, lien position, and underwriting support meet internal policy expectations before closing.• Support secondary quality reviews of loan packages to reduce documentation errors and strengthen file accuracy prior to finalization.• Work closely with lending and documentation staff to assist with due diligence efforts and the preparation of complete commercial loan files.
2026-11-06T00:00:00Z

Customer Success Specialist

Wilmington, DE
onsite
Temporary to Hire
19 - 19 USD / Hourly
We are looking for a Customer Success Specialist/Claims Processor to support individuals with questions related to unclaimed property claims. This contract opportunity with permanent potential is ideal for someone who is comfortable managing a high volume of inbound calls, guiding customers through claim-related questions, and completing accurate follow-up work in a fast-paced environment. The person in this role will combine strong service skills with careful documentation and sound judgment to help ensure each claim is handled thoroughly and professionally. Responsibilities:• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.• Enter, review, and validate claim data according to established procedures and quality expectations.• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.• Support additional administrative assignments and special projects as business needs require.
2026-10-23T00:00:00Z

Customer Success Specialist

Draper, UT
onsite
Temporary / Contract
20 - 20 USD / Hourly
We are looking for a Customer Success Specialist to support clients from our Draper, Utah location in a fast-paced Contract role. This position focuses on delivering responsive service, resolving customer concerns efficiently, and creating positive experiences across phone and email channels. The ideal candidate is comfortable managing several browser-based tools at once while helping customers troubleshoot service-related issues with professionalism and care. Responsibilities: • Respond to customer inquiries through inbound calls and email while providing timely, solution-focused support. • Guide customers through account or service concerns and deliver clear updates to ensure a positive overall experience. • Investigate connectivity-related problems and help users resolve issues by walking them through practical troubleshooting steps. • Navigate multiple browser windows and internal systems efficiently to document interactions and access the information needed to assist customers. • Maintain accurate records of customer communications, follow-up actions, and case details within support platforms. • Work collaboratively with internal teams when issues require additional review or escalation to achieve prompt resolution. • Promote strong customer relationships by communicating clearly, setting expectations, and following through on commitments.
2026-11-05T00:00:00Z

Customer Success Specialist

Metairie, LA
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for a Customer Success Specialist to join our team in Metairie, Louisiana in a contract-to-permanent capacity. This opportunity is ideal for someone who excels at supporting clients, managing high-value banking transactions, and coordinating complex loan-related activities with accuracy and professionalism. The role combines customer service, documentation oversight, and cross-functional partnership to help ensure a smooth client experience while maintaining operational and regulatory standards. Responsibilities: • Guide customers and internal partners through complex loan closing activities, ensuring each transaction progresses accurately and on schedule. • Review credit documents, commitment terms, legal paperwork, and supporting records to confirm alignment with approved structures and required conditions. • Create and validate detailed loan documentation packages for multifaceted commercial transactions involving multiple entities, facilities, and collateral types. • Coordinate due diligence items such as insurance, title materials, entity documents, appraisals, public records, and other third-party requirements needed for closing. • Manage funding logistics, settlement details, disbursements, and post-closing follow-up to support complete and accurate transaction processing. • Act as a key resource for questions related to documentation, collateral perfection, compliance expectations, and exception resolution. • Conduct secondary quality checks on closing files prepared by team members and provide clear feedback to strengthen accuracy and consistency. • Track outstanding exceptions and collaborate with servicing, collateral, and production teams to resolve issues with urgency. • Support team effectiveness by sharing knowledge, assisting with training, and contributing to procedural updates, reference tools, and process improvements. • Participate in audits, testing, compliance activities, and operational enhancement efforts, including support for system-related updates when needed.
2026-10-30T00:00:00Z

Customer Success Specialist

North Aurora, IL
onsite
Temporary to Hire
23.75 - 25 USD / Hourly
We are looking for a Customer Success Specialist to join a manufacturing organization in North Aurora, Illinois on a contract-to-permanent basis. This role is ideal for someone who combines strong customer service instincts with a detail-oriented approach to order accuracy, cross-functional coordination, and issue resolution. You will serve as a key link between customers and internal teams, helping ensure orders move efficiently from intake through completion while supporting a high standard of service and compliance. Responsibilities: • Evaluate incoming customer orders to confirm accuracy, completeness, and alignment with required product specifications before processing. • Partner with engineering teams to clarify configurations, confirm build viability, and resolve technical questions tied to customer requests. • Manage special-order activity by directing requests through the appropriate review channels and following up to keep timelines on track. • Administer change documentation, maintain accurate records, and coordinate approvals across relevant departments. • Assist with customer portal activity and internal order workflows by investigating transmission errors, connectivity concerns, and related system issues. • Provide timely updates to stakeholders regarding order status, processing developments, and resolution of service-related problems. • Track daily performance indicators, prepare operational reporting, and contribute ideas that improve workflow efficiency and service quality. • Support onboarding and team development by sharing best practices in order entry and maintaining current process documentation. • Conduct restricted party screening to help uphold trade compliance requirements and internal policy standards.
2026-11-06T00:00:00Z

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