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262 results for Customer Service jobs
- Marlboro, NJ
- onsite
- Permanent / Full Time
- 150000 - 225000 USD / Yearly
- <p>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.</p><p><br></p><p>Benefits:</p><p>Medical, Dental, Vision</p><p><br></p><p>Responsibilities:</p><p>• Direct accounting support for a group of business management clients, serving as a primary point of contact for financial matters and ongoing communications.</p><p>• Lead core transactional processes across multiple client accounts, including payables, receivables, and payroll administration.</p><p>• Oversee month-end activities such as reconciliations, journal entries, and the preparation of financial statements using both cash and accrual methods.</p><p>• Review period-to-period financial changes, identify notable trends, and communicate findings clearly to clients and firm leadership.</p><p>• Develop meeting materials and present financial updates in a concise, organized manner that supports informed decision-making.</p><p>• Coordinate the setup of new client engagements, including bookkeeping cleanup and updates needed to bring records current.</p><p>• Organize daily operations and monthly deadlines across several accounts while balancing workload among team members.</p><p>• Provide guidance to staff, resolve routine questions, and help maintain efficient workflow across client service activities.</p><p>• Keep leadership informed on account progress, outstanding issues, and resource needs across the team.</p>
- 2026-10-27T00:00:00Z
- Exton, PA
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- <p>Our client is looking to staff a customer-focused and highly organized Sales Support Representative to facilitate order management, maintain strong client relationships, and support day-to-day activities of the sales team. This role requires someone who can manage multiple customer requests, coordinate order processing and delivery schedules, and use sound judgement to resolve issues while maintaining a high standard of service. The ideal Sales Support Representative will detail-oriented, customer-focused, and capable of managing multiple priorities with accuracy and meeting service expectations. </p><p><br></p><p>What you get to do everyday</p><p>· Provide administrative support to sales team</p><p>· Fulfill customer inquiries</p><p>· Serve as liaison between sales team, clients, and internal departments</p><p>· Manage and update customer accounts and CRM systems</p><p>· Resolve pricing issues/errors</p><p>· Build strong customer relationships</p><p>· Review and analyze customer feedback</p><p>· Track sales leads, monitor progress, and ensure follow-up</p><p>· Provide customer quotes and pricing</p><p>· Troubleshoot data performance inquiries</p>
- 2026-10-15T00:00:00Z
- San Diego, CA
- onsite
- Temporary / Contract
- 22 - 25 USD / Hourly
- <p>Position Overview</p><p>Our client, an established insurance organization, is seeking a detail-oriented and customer-focused Sales Support Coordinator to provide administrative and operational support to the sales team. This individual will play an important role in supporting day-to-day sales activities, coordinating client communications, maintaining accurate records, and helping ensure a seamless experience for prospective and existing clients.</p><p>The ideal candidate is organized, proactive, and comfortable working in a fast-paced, deadline-driven environment. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities while providing exceptional support to sales professionals and clients.</p><p>Key Responsibilities</p><ul><li>Provide day-to-day administrative support to insurance agents, account executives, and the sales team.</li><li>Assist with preparing proposals, quotes, presentations, and other client-facing sales materials.</li><li>Coordinate the collection of client information and documentation needed for insurance applications and policy processing.</li><li>Enter, update, and maintain accurate client, prospect, and policy information within internal databases and CRM systems.</li><li>Follow up with clients, insurance carriers, and internal departments regarding outstanding documentation, quotes, renewals, and policy updates.</li><li>Assist with processing new business applications, policy changes, endorsements, and renewals.</li><li>Track sales activity, maintain pipeline reports, and assist with preparing sales performance reports.</li><li>Coordinate client meetings, appointments, and follow-up communications.</li><li>Respond to incoming client inquiries and route requests to the appropriate sales or account management team members.</li><li>Support the sales team with prospecting activities, lead tracking, and maintaining organized client records.</li><li>Assist with preparing renewal documentation and monitoring upcoming policy expiration dates.</li><li>Ensure all client documentation is organized, accurate, and maintained in accordance with company procedures.</li><li>Provide general administrative and operational support to the sales department as needed.</li></ul><p><br></p>
- 2026-11-07T00:00:00Z
- Monroe, NC
- onsite
- Temporary to Hire
- 37.2115 - 43.087 USD / Hourly
- We are looking for an experienced Senior Customer Success Manager to lead customer-facing service operations for a wholesale distribution organization in Monroe, North Carolina. This contract opportunity with permanent potential is ideal for a leader who can strengthen service delivery, guide high-performing teams, and elevate the overall customer experience across technical support and account interactions. The role blends people leadership, process optimization, and cross-functional partnership to ensure customers receive responsive, consistent, and solutions-oriented support.<br><br>Responsibilities:<br>• Lead and coach customer success and technical service teams, creating clear goals, accountability measures, and development opportunities that support strong performance.<br>• Oversee the full customer support experience, including onboarding, technical guidance, order-related assistance, delivery coordination, invoicing questions, credit adjustments, and issue resolution.<br>• Champion a service culture centered on responsiveness, quality, and continuous improvement across every customer touchpoint.<br>• Act as a senior point of contact for high-priority accounts and complex escalations, ensuring concerns are addressed effectively and professionally.<br>• Establish and refine service standards, communication practices, and customer experience expectations to promote consistency across teams.<br>• Review operational and service metrics to identify trends, measure effectiveness, and implement targeted improvements based on customer feedback.<br>• Maintain and enhance customer-facing procedures, standard operating documentation, training resources, and best practice guidelines.<br>• Partner with internal stakeholders to improve workflows, strengthen system adoption, and support automation and digital tools that improve customer outcomes.<br>• Contribute to talent planning efforts by supporting employee growth, leadership development, and long-term team continuity.
- 2026-11-11T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-10-23T00:00:00Z
- San Diego, CA
- onsite
- Temporary / Contract
- 42 - 56 USD / Hourly
- <p><strong>Position Overview</strong></p><p>Our client, a growing wealth management firm, is seeking a Senior Client Services Associate to support its advisory team and help deliver an exceptional client experience. This individual will play an integral role in managing client account administration, coordinating onboarding activities, supporting reporting processes, and ensuring day-to-day operations run smoothly.</p><p><br></p><p>The Senior Client Services Associate will work closely with financial advisors, internal operations teams, and external partners to address client needs, maintain accurate records, and support efficient workflows. This role will also provide guidance to junior team members and contribute to the development of processes that enhance service delivery and support the firm's continued growth.</p><p><br></p><p>The ideal candidate is proactive, detail-oriented, and comfortable balancing competing priorities in a client-focused financial services environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with financial advisors to coordinate client requests, manage service priorities, and ensure timely follow-up.</li><li>Facilitate new client onboarding, including preparing, processing, and tracking account documentation across relevant platforms.</li><li>Coordinate account maintenance requests, asset transfers, fund movements, and other account-related activities.</li><li>Assist with portfolio reporting, account reviews, and the preparation and reconciliation of client performance reports.</li><li>Manage advisor calendars and coordinate client meetings, appointments, and follow-up communications.</li><li>Serve as a reliable point of contact for internal teams, custodians, and other external partners to help resolve client service needs.</li><li>Maintain accurate client files, account records, and documentation in accordance with internal procedures and applicable regulatory requirements.</li><li>Collaborate with compliance and operations teams to support periodic reviews, documentation requests, billing processes, and reporting requirements.</li><li>Monitor outstanding client requests and account activity to ensure tasks are completed accurately and within established deadlines.</li><li>Identify opportunities to streamline workflows, improve consistency, and enhance the overall client and advisor experience.</li><li>Provide day-to-day guidance, training, and mentorship to junior client service team members.</li><li>Assist with developing and maintaining standardized procedures, workflows, and best practices.</li><li>Serve as a knowledgeable resource for client service and operational matters within the office.</li><li>Support the implementation of process improvements as the firm continues to grow.</li></ul><p><br></p>
- 2026-10-23T00:00:00Z
- Casa Grande, AZ
- onsite
- Permanent / Full Time
- 65000 - 75000 USD / Yearly
- <p>A growing technology services organization is seeking an experienced IT Operations Technician to serve as the primary onsite technical resource for multiple business locations in the Casa Grande area. This highly visible role combines hands-on desktop support, network administration, infrastructure projects, and audiovisual technology support.</p><p>The ideal candidate enjoys working directly with end users, thrives in dynamic environments, and can independently troubleshoot, resolve, and manage a wide range of technical challenges. This position offers the opportunity to be the face of IT for local operations while collaborating closely with a centralized technical team. </p><p>What You'll Do</p><p>End User & Technical Support</p><ul><li>Provide Tier I and Tier II technical support for hardware, software, and connectivity issues.</li><li>Deliver exceptional onsite customer service and maintain strong relationships with end users.</li><li>Troubleshoot desktops, laptops, mobile devices, printers, and peripheral equipment.</li><li>Document incidents, resolutions, and technical procedures within the ticketing system.</li><li>Escalate complex issues to senior technical teams when appropriate.</li><li>Support employee onboarding and offboarding, including workstation setup and equipment recovery. </li></ul><p>Network & Infrastructure Support</p><ul><li>Install, configure, and maintain network equipment including switches, routers, firewalls, and wireless access points.</li><li>Troubleshoot LAN, WAN, VPN, DNS, DHCP, VLAN, and wireless networking issues.</li><li>Perform structured cabling, rack-and-stack installations, and infrastructure deployments.</li><li>Maintain network documentation, asset inventories, and site diagrams.</li><li>Assist with technology rollouts, hardware refreshes, and infrastructure projects.</li></ul><p>Collaboration & AV Technology</p><ul><li>Support conference room technology and video conferencing platforms such as Microsoft Teams Rooms.</li><li>Configure and troubleshoot displays, cameras, microphones, and audio systems.</li><li>Ensure meeting spaces are operational and ready for executive and team meetings.</li><li>Respond quickly to critical AV issues impacting business operations.</li></ul><p><br></p>
- 2026-11-11T00:00:00Z
- San Mateo, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | REMOTE</strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role is offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-10-27T00:00:00Z
- Deerfield, IL
- onsite
- Permanent / Full Time
- 60000 - 63000 USD / Yearly
- <p>A growing, boutique consulting company with a lively, collaborative culture are looking for someone to join their dynamic team as a Client Liaison.</p><p><br></p><p>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.</p><p><br></p><p>The position offers a yearly compensation range of $60,000-$63,000 + bonus + health, vision, dental, 401k, PTO and more. </p><p><br></p><p>Responsibilities:</p><p>• Build and maintain productive relationships with physicians, clinic staff, and patients to ensure clear and responsive communication.</p><p>• Coordinate with internal and external stakeholders to support operational initiatives, monitor progress, and help drive successful outcomes.</p><p>• Assist in organizing project plans, tracking milestones, and following up on action items to keep assignments moving forward.</p><p>• Support the development of client-facing marketing pieces by working with creative partners such as designers, writers, and print vendors.</p><p>• Help review and prepare digital and print content to ensure materials are accurate, well-crafted, and aligned with client needs.</p><p>• Respond to questions and service requests in a thorough and attentive manner, resolving issues promptly and escalating concerns when appropriate.</p><p><br></p><p><strong><em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster</em></strong></p>
- 2026-10-29T00:00:00Z
- Wilmington, DE
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- <p>We have partnered with a client within the Financial Services industry on their search for a Client Relationship Coordinator with proven exposure to financial planning, investment services, and/or insurance products. This role consists of providing excellent customer engagement by drafting client correspondence and documentation, preparing meetings, entering data into the company’s CRM system, collecting client payments, and coordinating with outside vendors as needed. The ideal Client Service Coordinator will also develop business plans to assist in goal setting, present product knowledge to prospective clients, negotiate agreements, and resolve all client inquiries. </p><p><br></p><p>How you will make an impact</p><ul><li>Coordinate client interactions, manage appointments, and help ensure a seamless and professional client experience.</li><li>Provide administrative and operational support to professionals responsible for maintaining ongoing client relationships.</li><li>Maintain accurate client records, update CRM databases, and track follow-up activities to ensure timely communication.</li><li>Assist with scheduling, correspondence, documentation, and other tasks that support client engagement and retention.</li><li>Identify opportunities to streamline workflows and improve service delivery through technology and automation.</li><li>Embrace new software platforms and AI tools to enhance productivity, organization, and client service.</li><li>Handle sensitive client information with discretion while maintaining a high standard of professionalism and accuracy.</li><li>Collaborate with internal teams to address client needs, resolve service-related issues, and support overall business objectives.</li></ul>
- 2026-10-15T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 90000 - 115000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><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><p><br></p>
- 2026-10-27T00:00:00Z
- New York, NY
- onsite
- Permanent / Full Time
- 95000 - 110000 USD / Yearly
- <p>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.</p><p><br></p><p>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.</p>
- 2026-11-11T00:00:00Z