261 Results for Customer Service Jobs

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Call Center Specialist

Lexington, KY
remote
Temporary / Contract
14.25 - 16.5 USD / Hourly
Kentucky Residency Requirement MUST LIVE IN KENTUCKY To be considered, candidates: MUST CURRENTLY RESIDE IN KENTUCKY MUST WORK REMOTELY FROM A KENTUCKY HOME ADDRESS MUST BE ABLE TO VERIFY KENTUCKY RESIDENCY CANDIDATES LIVING OUTSIDE OF KENTUCKY ARE NOT ELIGIBLE Technology Requirements REQUIRED EQUIPMENT Candidates must provide their own: ✅ Laptop or Desktop Computer ✅ USB Headset ✅ Ethernet Cable ✅ Reliable High-Speed Internet Service IMPORTANT INTERNET REQUIREMENT 🚨 A HARDWIRED INTERNET CONNECTION IS REQUIRED. 🚨 WI-FI ONLY CONNECTIONS ARE NOT ACCEPTABLE. 🚨 CANDIDATES MUST CONNECT DIRECTLY TO THEIR ROUTER OR MODEM USING AN ETHERNET CABLE. 🚨 AN INTERNET CONNECTIVITY TEST MUST BE SUCCESSFULLY COMPLETED PRIOR TO STARTING. Applicants who do not meet the technology requirements will not be eligible for this position. Qualifications Previous customer service, call center, telemarketing, outbound calling, or sales experience preferred Comfortable making a high volume of outbound calls Strong communication and active listening skills Ability to follow scripts and maintain a professional phone presence Strong attention to detail and data entry skills Ability to work independently in a remote environment Must successfully pass a background check and drug screen Before Applying Please ensure you can answer YES to all of the following: ✅ I CURRENTLY LIVE IN KENTUCKY. ✅ I HAVE A LAPTOP OR DESKTOP COMPUTER. ✅ I HAVE A USB HEADSET. ✅ I HAVE HIGH-SPEED INTERNET. ✅ I CAN CONNECT TO THE INTERNET USING AN EHTERNET CABLE (NOT WI-FI ONLY). APPLICATIONS FROM INDIVIDUALS WHO DO NOT LIVE IN KENTUCKY OR DO NOT MEET THE TECHNOLOGY REQUIREMENTS WILL NOT BE CONSIDERED. if you need help with this please let me know - if you don't know how to do it let me know
2026-11-10T00:00:00Z

Call Center Specialist

Bremerton, WA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for an onsite Call Center Specialist to support client account activity and deliver responsive service for a Long-term Contract position based in Bremerton, Washington. This role is ideal for someone who can manage detailed account updates, handle inbound client interactions with professionalism, and maintain accurate documentation across multiple service tasks. The successful candidate will balance administrative follow-through with real-time call support while helping ensure client accounts remain current and compliant. Responsibilities:• Manage assigned follow-up tasks from counselors, managers, and payment support teams, ensuring each item is completed accurately and on time.• Reach out to clients for scheduled payment reminders and perform routine reviews to confirm account information remains up to date.• Handle creditor-related updates such as adjusting balances, adding or removing accounts, checking proposal progress, and communicating next steps to clients when follow-up is needed.• Support incoming call operations during busy periods by answering initial calls, routing clients to available counselors, or continuing the conversation when transfer is not possible.• Update Debt Management Plan records to reflect permanent or short-term payment changes requested by clients or counselors, including revisions to banking details.• Review fee calculations tied to creditor changes to confirm compliance with applicable state guidelines and internal standards.• Investigate payment-related concerns, resolve straightforward issues, and escalate more complex matters to the appropriate payment processing team.• Examine newly activated enrollment accounts by reviewing financial details, creditor information, assets, and co-applicant data, and complete required account activation steps.• Document all account activity thoroughly, complete a quality review on each account handled, and refer complaints or escalated concerns to a supervisor when necessary.• Participate in required meetings and follow established service procedures, job aids, and performance standards in daily work.
2026-11-11T00:00:00Z

Call Center Specialist

Lexington, NM
remote
Temporary / Contract
14.25 - 16.5 USD / Hourly
Robert Half is looking for a Call Center Specialist to support customers in a Contract to Hire position. This role focuses on delivering attentive assistance through outbound calls, resolving questions efficiently, and maintaining a positive customer experience. The ideal candidate is comfortable using customer service software, handling high-volume interactions, and completing administrative tasks with accuracy. Responsibilities:• 100+ outbound customer calls a day and provide clear, courteous support for a range of service-related inquiries.• Document conversations accurately in customer service systems and update account details as needed.• Resolve routine issues during the first interaction whenever possible, while escalating more complex concerns to the appropriate team.• Use office tools and internal platforms to track requests, follow established procedures, and maintain organized records.• Support a high-volume call environment by managing time effectively and maintaining service standards throughout the day.• Communicate technical or service information in a way that is easy for customers to understand, including topics related to connectivity or Ethernet services whe
2026-11-09T00:00:00Z

Call Center Specialist

Blue Bell, PA
onsite
Temporary to Hire
17 - 17 USD / Hourly
We are looking for a compassionate and dependable 2nd Shift Call Center Specialist to join a fully onsite team in Pennsylvania. This contract-to-permanent opportunity is ideal for someone who communicates clearly, handles sensitive conversations effectively, and enjoys helping people through important next steps. In this role, you will serve as an initial point of contact, collect key details accurately, and provide a positive experience for customers navigating life insurance-related inquiries. Hours: M-F 2:30 pm -10:00 pm (2nd shift), Sundays occasionally – 9:00 am - 2:00 pm Responsibilities:• Handle a high volume of incoming and outgoing calls while maintaining a courteous, patient, and detail-oriented approach.• Speak with customers about life insurance-related matters, gather necessary information, and document details accurately in company systems.• Guide callers through the early stages of the process by answering questions and explaining next steps clearly.• Enter and update customer records with close attention to accuracy, completeness, and timeliness.• Provide empathetic support during sensitive conversations and respond appropriately to customer concerns.• Coordinate with internal teams to ensure each inquiry is routed correctly and progresses efficiently.• Maintain consistent attendance and schedule flexibility, including second-shift hours and occasional Sunday coverage.• Support day-to-day call center operations while meeting service expectations for responsiveness and quality.
2026-11-06T00:00:00Z

Call Center Specialist

Santa Cruz, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a customer-focused Call Center Specialist to support patient communication for a community health organization in California. This Long-term Contract position is ideal for someone who is comfortable handling a busy phone environment, guiding callers to the right resources, and helping patients with scheduling and refill-related requests. The person in this role will serve as an important first point of contact and contribute to a smooth, attentive experience for every caller. Responsibilities: • Manage a high volume of inbound calls each day while maintaining a calm, helpful, and attentive approach. • Serve as the first point of contact for patients, providing accurate information and directing calls to the appropriate departments or team members. • Coordinate appointment scheduling and make updates to patient information as needed during each interaction. • Assist with prescription refill requests by gathering necessary details and forwarding information through the proper channels. • Create and submit service tickets or internal requests to support timely follow-up and issue resolution. • Document call details clearly and accurately in customer service or office systems to maintain organized records. • Work closely with front office and support staff to help balance call coverage and maintain responsive service levels.
2026-11-11T00:00:00Z

Call Center Specialist

Santa Cruz, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a customer-focused Call Center Specialist to support a busy healthcare team in Santa Cruz, California. This Long-term Contract opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and enjoys helping patients over the phone. In this role, you will serve as an important first point of contact, assisting callers with appointment coordination, refill-related requests, and general support while ensuring each interaction is handled with professionalism and care. Responsibilities: • Manage a high volume of inbound calls each day and provide courteous, efficient assistance to patients and callers. • Serve as the initial phone contact for patient-related inquiries, gathering information and directing calls to the appropriate department or team member. • Coordinate appointment scheduling and make updates accurately within the appropriate systems. • Receive prescription refill requests and route them promptly according to established procedures. • Create and submit service tickets or internal requests to support follow-up and issue resolution. • Maintain accurate call documentation and ensure patient information is recorded clearly and completely. • Support front-office and care teams by helping prioritize urgent concerns and escalating issues when needed. • Deliver a positive customer experience by responding with empathy, patience, and professionalism in every interaction.
2026-11-11T00:00:00Z

Call Center Specialist

Santa Cruz, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a customer-focused Call Center Specialist to support patient communication for a busy healthcare organization in California. This Long-term Contract position is ideal for someone who is comfortable managing a steady volume of inbound calls while providing helpful, detail-oriented service to patients. The person in this role will serve as an important first point of contact, helping callers with scheduling, message routing, and service-related requests in a fast-paced office environment. Responsibilities: • Manage a high number of inbound calls each day and respond to patient inquiries with care and empathy. • Act as the initial point of contact for patients, gathering information and guiding each caller to the appropriate resource or department. • Coordinate appointment scheduling and make updates to patient information as needed during call interactions. • Process prescription refill requests and ensure messages are directed promptly to the appropriate clinical teams. • Create and submit internal service tickets or requests to support follow-up and issue resolution. • Maintain accurate call notes and complete basic administrative tasks related to daily patient communication. • Work collaboratively with front office and internal teams to help maintain smooth call handling and service coverage. • Deliver a positive customer service experience while meeting productivity expectations in a structured office setting.
2026-11-11T00:00:00Z

Call Center Specialist

Pennsauken, NJ
onsite
Temporary / Contract
19 - 20 USD / Hourly
We are seeking a detail-oriented Call Center Specialist with experience handling a high-volume ordering process in a fast-paced environment. The ideal Call Center Specialist will have a strong background managing high call volume and supporting customers through both phone and chat channels. Based on general knowledge.<ul><li>Process a high volume of customer orders accurately and efficiently. </li><li>Handle inbound and outbound calls in a fast-paced call center environment.</li><li>Respond to customer inquiries via phone and chat with professionalism and urgency. </li><li>Enter and update order information in company systems with a high level of accuracy. </li><li>Resolve customer issues related to orders, product availability, shipping, and account questions. </li><li>Maintain strong service levels while managing multiple priorities throughout the day. </li><li>Collaborate with internal teams to ensure timely and accurate order fulfillment.</li></ul>
2026-11-06T00:00:00Z

Call Center Specialist

Gurnee, IL
remote
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a Remote Call Center Specialist to join a Contract position supporting national referral intake operations. In this role, you will coordinate referral activity from initial intake through resolution, helping maintain smooth communication between partner organizations, franchise locations, and internal teams. The ideal candidate brings strong organization, sound judgment, and a customer-focused approach to a fast-moving environment where accuracy and responsiveness are essential. Responsibilities:• Receive and review incoming referral details, ensuring information is complete, accurate, and ready for processing.• Coordinate referral workflows from intake to final resolution while maintaining timely updates across all involved parties.• Serve as a key point of communication for national partners, franchise locations, and internal stakeholders to support efficient case handling.• Monitor requirements and documentation to help maintain compliance with established processes and service expectations.• Support day-to-day execution of centralized intake operations, including coordination with offshore support staff for consistent workflow coverage.• Identify discrepancies, resolve routine issues independently, and escalate complex concerns when broader support is needed.• Prioritize multiple active requests in a deadline-driven setting while maintaining high service quality and attention to detail.• Use Microsoft Office tools and customer service systems to track activity, document updates, and report information accurately.
2026-11-03T00:00:00Z

Client Services & Account Coordinator

Cedar Falls, IA
onsite
Temporary / Contract
24 - 26.5 USD / Hourly
Are you someone who enjoys helping customers, solving problems, and building strong professional relationships? We're seeking a Client Services & Account Coordinator to support customers, business partners, and internal teams in a fast-paced, service-driven environment. What You'll Do<ul><li>Serve as a primary point of contact for customers and business partners.</li><li>Build and maintain positive relationships through responsive, professional service.</li><li>Answer questions, investigate concerns, and resolve issues in a timely manner.</li><li>Process account updates and maintain accurate records and documentation.</li><li>Coordinate communication between customers and internal teams to ensure a seamless experience.</li><li>Support account management activities and help ensure customer needs are met.</li><li>Identify opportunities to improve processes and enhance the customer experience.</li><li>Provide feedback and insights regarding customer trends, concerns, and opportunities.</li><li>Track customer interactions and follow through on open items until resolution.</li><li>Represent the organization professionally during customer meetings, events, and networking opportunities as needed.</li></ul>
2026-11-10T00:00:00Z

Part Time Customer Service Representative

Shakopee, MN
onsite
Temporary / Contract
20 - 23 USD / Hourly
Position OverviewWe are seeking a friendly and service-focused Part-Time Customer Service Representative to provide exceptional support to customers and assist with day-to-day office operations. This role is ideal for someone who enjoys helping others, solving problems, and maintaining a positive customer experience in a professional environment. Key Responsibilities<ul><li>Serve as the first point of contact for customers via phone, email, and in person.</li><li>Respond to customer questions regarding products, services, account information, and general inquiries.</li><li>Resolve customer concerns while maintaining a professional and positive attitude.</li><li>Process requests, update records, and accurately enter information into company systems.</li><li>Maintain detailed documentation of customer interactions and follow-up activities.</li><li>Collaborate with internal departments to ensure timely resolution of customer needs.</li><li>Assist with administrative tasks including filing, data entry, and correspondence.</li><li>Support office operations and other customer service initiatives as needed.</li></ul>
2026-11-04T00:00:00Z

Sr. Customer Service Specialist

Memphis, TN
onsite
Temporary to Hire
20 - 21 USD / Hourly
We are looking for a Sr. Customer Service Specialist to join our team in Memphis, Tennessee in a contract-to-permanent capacity. This position serves as a central point of contact for customers while overseeing order activity, account support, and coordination across sales, operations, warehouse, technical, and production teams. The ideal candidate brings a strong service mindset, excellent organization, and the ability to keep multiple priorities moving in a fast-paced, onsite environment. Responsibilities: • Oversee the full order lifecycle from initial entry through fulfillment, confirming accuracy, timing, and customer expectations at each stage. • Partner with internal departments to resolve questions related to inventory, shipment schedules, documentation, and order progress for domestic and international customers. • Support customer accounts by assisting with pricing details, proposals, contract-related coordination, and activities that strengthen long-term business relationships. • Track open orders, customer demand patterns, and forecast information to help improve planning and day-to-day operational execution. • Maintain organized customer records, shared communication channels, and reporting data to ensure information remains current and accessible. • Identify service gaps and workflow inefficiencies, then recommend practical improvements that enhance responsiveness and accuracy. • Provide cross-coverage for customer service and commercial support tasks as business needs shift. • Communicate clearly with customers and internal partners to address issues quickly and maintain a consistent service experience.
2026-11-10T00:00:00Z

Customer Support & Order Management Specialist

Greenfield, IN
onsite
Temporary / Contract
22 - 25 USD / Hourly
A growing manufacturer is seeking a responsive, organized Customer Support & Order Management Specialist to serve as a key connection between customers, sales, warehouse operations, and logistics. This is an excellent opportunity for someone who enjoys helping customers but also likes the administrative and operational side of getting things done. You'll manage customer inquiries from initial order entry through delivery updates and resolution of any issues. The team needs someone who can stay organized when priorities change, communicate clearly when something goes off track, and make sure customers receive accurate information rather than being passed from department to department. Responsibilities:<ul><li>Respond to customer inquiries by phone and email regarding orders, products, availability, and delivery schedules.</li><li>Enter customer orders and verify pricing, quantities, shipping details, and purchase order information.</li><li>Monitor open orders and communicate status updates to customers.</li><li>Coordinate with warehouse and logistics teams regarding shipments, delays, and delivery changes.</li><li>Investigate order discrepancies, damaged shipments, returns, and missing items.</li><li>Process order changes, cancellations, credits, and replacement requests according to company procedures.</li><li>Maintain accurate customer account notes and order records.</li><li>Work with sales representatives to resolve customer concerns and improve service.</li><li>Follow up on outstanding issues until the customer receives a clear resolution.</li><li>Prepare order reports and track recurring customer service issues.</li><li>Assist with account setup and customer documentation.</li><li>Identify workflow improvements that reduce order errors and response times.</li></ul>
2026-10-23T00:00:00Z

Client Relationship Specialist

Chicago, IL
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Job Description:We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities:<ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul>
2026-10-20T00:00:00Z

Client Success Specialist

San Diego, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
About the OpportunityOur client in the financial services industry is seeking a customer-focused and detail-oriented Client Success Specialist to join their team. This individual will serve as a primary point of contact for clients, helping build strong relationships, ensure a positive client experience, and support the successful delivery of financial services and solutions.The ideal candidate is proactive, organized, and comfortable managing multiple client requests in a fast-paced environment. This is an excellent opportunity for someone who enjoys relationship management, problem-solving, and providing exceptional service.Key Responsibilities<ul><li>Serve as a primary point of contact for client inquiries, providing timely, professional, and accurate responses.</li><li>Build and maintain strong client relationships to support satisfaction, engagement, and long-term retention.</li><li>Assist clients with account-related questions, service requests, documentation, and general inquiries.</li><li>Proactively follow up with clients to ensure requests are resolved and expectations are met.</li><li>Coordinate with internal teams to address client needs, troubleshoot issues, and facilitate efficient service delivery.</li><li>Maintain accurate client records, account information, and communication notes within internal systems or CRM platforms.</li><li>Monitor outstanding requests and manage competing priorities to ensure timely resolution.</li><li>Identify opportunities to improve the client experience, streamline processes, and enhance service quality.</li><li>Handle confidential financial and client information with discretion and in accordance with company policies and procedures.</li><li>Support client onboarding, account maintenance, and other administrative processes as needed.</li></ul>
2026-10-23T00:00:00Z

Customer Accounts Specialist

Oxford, MA
onsite
Permanent / Full Time
50000 - 55000 USD / Yearly
We are looking for a Customer Accounts Specialist to support business customers by managing orders with accuracy, urgency, and a high level of service in Oxford area. This position plays a key role in keeping account activity organized from order receipt through final delivery while maintaining clear communication with customers and internal teams. The ideal candidate brings strong spreadsheet skills, sound judgment, and the ability to balance multiple priorities in a fast-moving environment. Responsibilities:• Oversee assigned customer accounts throughout the full order lifecycle, from order entry and confirmation to shipment coordination and completion.• Enter, update, and maintain order information across ERP tools, customer-facing portals, and related account management systems.• Track inventory levels, open orders, and delivery schedules to spot potential issues early and help prevent service disruptions.• Resolve account concerns such as shipment exceptions, product returns, credit requests, claims, and order discrepancies in a timely manner.• Work closely with carriers and internal partners to arrange shipments, replacements, return activity, and required transportation documents.• Keep customers informed about product availability, expected turnaround times, and any changes that may affect delivery commitments.• Maintain accurate account records, including shipping preferences, routing details, and customer-specific instructions.• Build and analyze Excel reports, including pivot table summaries, to monitor orders, inventory activity, backorders, and shipment performance.• Partner with Sales, Operations, Production, Logistics, Accounting, and IT to support efficient and accurate fulfillment.• Recommend practical process improvements while maintaining strong attention to detail and accountability across assigned accounts.
2026-10-14T00:00:00Z

Client Relationship Manager

Minneapolis, MN
onsite
Permanent / Full Time
55000 - 70000 USD / Yearly
We are looking for a Client Relationship Manager to join our clients team, in the twin Cities Minnesota. In this position, you will support private client operations by delivering attentive service, coordinating account-related activities, and helping financial services colleagues meet client needs efficiently. This opportunity is well suited for someone with a strong background in financial services who enjoys solving problems, managing details, and building trusted client relationships. Responsibilities:• Oversee day-to-day client service operations, including preparing documents, processing requests, and coordinating account-related follow-up.• Deliver responsive, personalized support by understanding each client’s circumstances and addressing questions or service needs in a timely manner.• Partner closely with financial services colleagues and internal team members to maintain accurate workflows and uphold firm standards and regulatory expectations.• Step in to assist other team members when coverage is needed due to workload demands or staff absences.• Use internal platforms and service tools to manage client information, support business activity, and improve the overall service experience.• Draft client-facing and internal correspondence in a clear, detail-focused manner while following established guidelines.• Investigate account issues thoroughly and work across stakeholders to bring complex matters to a successful resolution.• Maintain strict adherence to compliance requirements, firm procedures, and documentation standards.• Take on additional administrative and client support duties as business needs evolve.
2026-10-29T00:00:00Z

Client Service Coordinator (General) - Level 1

Social Circle, GA
onsite
Temporary / Contract
26 - 27 USD / Hourly
. This long-term contract position offers the opportunity to work closely with customers and internal teams to address requests, share updates, and keep client programs running smoothly. The role is best suited for someone who communicates clearly, stays organized, and is comfortable handling administrative and service-related tasks in a structured environment. Responsibilities:• Build and maintain strong client relationships through regular communication, timely follow-up, and careful resolution of routine and escalated concerns.• Manage client support activities such as onboarding assistance, account administration, reporting coordination, and program-related requests.• Collaborate with service operations and other internal partners to help meet account expectations and maintain agreed service performance.• Gather customer needs and relay important details to the appropriate internal teams while helping address service issues and identify improvement opportunities.• Coordinate system setup, user access, usability support, and client training to help ensure a smooth customer experience.• Prepare and distribute standard operating procedures, reports, data summaries, and dispatch-related updates for assigned accounts.• Lead scheduled client check-in calls to provide status updates, answer questions, and share relevant program information.• Offer day-to-day guidance and basic training support to teammates when questions arise around processes or tools.• Complete assigned tasks by following established procedures, escalating issues when needed, and working under close supervision to deliver accurate results.
2026-11-11T00:00:00Z

Client Service Coordinator (General) - Level 1

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

Client Service for Established Wealth Management Firm

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>
2026-10-26T00:00:00Z

Customer Experience Manager (Contract)

Atlanta, GA
onsite
Temporary / Contract
0 - 0 USD / Yearly
Location: Atlanta, GA (Hybrid – 3 days in-office / 2 days remote)Duration: 90 Days (Contract with potential for extension/conversion based on performance and business needs)Employment Type: Full-Time Contract About the RoleWe are seeking an energetic, analytical, and customer-obsessed Customer Experience (CX) Manager for a 90-day contract engagement with potential for extension. In this role, you will play a critical part in shaping, optimizing, and elevating our customer journey across all touchpoints.Working closely with cross-functional teams including Support, Product, Marketing, and Operations, you will identify friction points, implement process improvements, and establish key CX metrics to ensure our customers have an exceptional experience.Key Responsibilities<ul><li>Customer Journey Mapping: Analyze and optimize end-to-end customer touchpoints to identify pain points, drop-offs, and opportunities for friction reduction.</li><li>Voice of Customer (VoC) Strategy: Gather, synthesize, and act upon customer feedback (NPS, CSAT, CES, reviews, and support tickets) to drive actionable business insights.</li><li>Process & Workflow Improvement: Partner with cross-functional teams (Product, Marketing, Support, Operations) to design and implement processes that improve overall customer satisfaction and retention.</li><li>Metrics & Reporting: Monitor, analyze, and present key performance indicators (KPIs) and customer trends to leadership on a weekly/monthly basis.</li><li>Team & Operations Support: Serve as an advocate for the customer internally, establishing clear guidelines, SOPs, and best practices for frontline customer-facing teams.</li></ul>
2026-11-02T00:00:00Z

Service Specialist

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

Client Advisor

San Francisco, CA
onsite
Permanent / Full Time
130000 - 170000 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 Advisor📍 San Francisco, CA (Hybrid)🏢 Collaborative Wealth Management Firm💰 Competitive Base + Bonus + Great Benefits Anisa is partnering with a highly respected wealth management firm is seeking a Client Advisor to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success. What You'll Be Doing<ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect. For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-28T00:00:00Z

Patient Account Representative

St. Paul, MN
onsite
Temporary / Contract
18 - 20 USD / Hourly
We are looking for a detail-oriented Patient Account Representative to support revenue cycle operations for a healthcare organization in St. Paul, Minnesota. This Long-term Contract position focuses on reviewing patient accounts, preparing accurate billing activity, and helping secure timely reimbursement from insurance carriers and patients. The ideal candidate brings strong medical billing knowledge, sound judgment in resolving account issues, and a thoughtful approach when interacting with patients and internal teams. Responsibilities: • Review patient accounts for billing accuracy and prepare claims for submission to commercial insurance carriers and other third-party payors. • Investigate and correct claim issues before submission so that billing is complete, compliant, and processed without unnecessary delays. • Monitor unpaid or delayed accounts, research the cause of outstanding balances, and take appropriate action to move accounts toward resolution. • Address technical denials by identifying root causes, updating account information, and coordinating corrections needed for successful adjudication. • Communicate with patients, guarantors, payors, and internal departments in a courteous manner to support a positive financial service experience. • Maintain thorough account documentation and perform follow-up activities to support reconciliation of back-end revenue. • Use billing systems and standard office applications to manage account activity, track work queues, and meet productivity expectations. • Carry out additional revenue cycle duties assigned by leadership in alignment with departmental goals and performance standards.
2026-11-11T00:00:00Z

Manager, Client Account Services

Marlboro, NJ
onsite
Permanent / Full Time
150000 - 225000 USD / Yearly
We are looking for an experienced Manager Client Account Services to lead financial operations for a portfolio of clients in Marlboro, New Jersey. This role combines hands-on accounting oversight, client relationship management, and team leadership to ensure accurate reporting, timely deliverables, and responsive day-to-day support. The ideal candidate brings strong business management expertise and can translate financial results into clear, practical guidance for both clients and internal leadership. Benefits:Medical, Dental, Vision Responsibilities:• Direct accounting support for a group of business management clients, serving as a primary point of contact for financial matters and ongoing communications.• Lead core transactional processes across multiple client accounts, including payables, receivables, and payroll administration.• Oversee month-end activities such as reconciliations, journal entries, and the preparation of financial statements using both cash and accrual methods.• Review period-to-period financial changes, identify notable trends, and communicate findings clearly to clients and firm leadership.• Develop meeting materials and present financial updates in a concise, organized manner that supports informed decision-making.• Coordinate the setup of new client engagements, including bookkeeping cleanup and updates needed to bring records current.• Organize daily operations and monthly deadlines across several accounts while balancing workload among team members.• Provide guidance to staff, resolve routine questions, and help maintain efficient workflow across client service activities.• Keep leadership informed on account progress, outstanding issues, and resource needs across the team.
2026-10-27T00:00:00Z

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