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206 results for Customer Service jobs

Client Operations Associate

Coronado, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are seeking a candidate with deep familiarity and hands-on experience using Schwab Advisor Center, including account onboarding, asset transfers, cash movement, document management, and day-to-day custodial operations. Candidates who can efficiently and confidently navigate these processes are strongly encouraged to apply. In addition, the ideal candidate will demonstrate:<ul><li>Dependability and ownership – Proactively follows through on responsibilities and ensures tasks are completed without oversight</li><li>Intellectual curiosity and adaptability – Quickly learns new systems, tools, and workflows</li><li>Career ambition – Interested in developing into a senior client service or operations leadership role over time</li><li>Professionalism and discretion – Comfortable working with high-net-worth clients and coordinating with external advisors</li></ul>Key Responsibilities<ul><li>Provide ongoing client service support, including account maintenance, asset transfers, cash disbursements, and document processing</li><li>Manage and optimize operational workflows within Schwab Advisor Services, serving as the primary point of contact for custodial matters</li><li>Coordinate with clients’ external advisors, including CPAs, attorneys, and insurance professionals</li><li>Assist with quarterly reporting processes and client review preparation</li><li>Maintain accurate client records and ensure documentation is organized and up to date</li><li>Collaborate with firm leadership to enhance operational efficiency and refine internal processes</li></ul>
2026-05-26T00:00:00Z

Account Services Specialist

Atlanta, GA
onsite
Temporary / Contract
18 - 20 USD / Hourly
We are looking for an organized Account Services Specialist to join our Medical Devices team in Atlanta, Georgia. This Long-term Contract position plays a key role in coordinating the preparation, movement, and tracking of sleep testing equipment while supporting clinics and internal partners with accurate updates and documentation. The person in this role will help keep device operations running smoothly by balancing logistics, recordkeeping, and day-to-day administrative support in a fast-paced healthcare environment. Responsibilities: • Prepare, inspect, and ready sleep testing equipment for patient use, ensuring each device meets quality and usage standards before shipment. • Arrange outbound and return deliveries by creating shipping documentation, coordinating carriers, and monitoring package movement from dispatch through receipt. • Maintain visibility into device inventory by tracking stock levels, shipment status, and turnaround times to support timely fulfillment. • Record order details, shipment activity, and device updates in internal platforms, including Salesforce, with a strong focus on accuracy. • Review incoming and outgoing documentation to confirm required forms and supporting materials are complete and properly filed. • Upload reports and related records into internal databases so information is accessible, current, and compliant with process requirements. • Communicate with clinics, healthcare providers, and internal teams to provide status updates, resolve issues, and support smooth order progression. • Assist with device lifecycle and inventory control activities, including identifying delays, flagging exceptions, and supporting operational projects as needed.
2026-06-04T00:00:00Z

Director of Client Services

Atlanta, GA
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Director of Client Services to lead a dedicated team of professionals in delivering exceptional service to our clients. This role, based in Atlanta, Georgia, will focus on client satisfaction, operational excellence, and strategic collaboration with leadership to drive business growth. This is a contract-to-permanent position offering an excellent opportunity to make a lasting impact within the Printing/Publishing industry. Responsibilities:• Lead and oversee client service operations, ensuring the team delivers exceptional support and enables the sales organization to focus on growth activities.• Collaborate with senior leadership to develop and execute strategic initiatives that enhance service quality and client satisfaction.• Act as a point of escalation for complex client issues, resolving challenges and removing barriers to success.• Monitor and assess team capacity, ensuring resources are aligned with client needs and organizational goals.• Develop and implement tactical plans for client services, co-owning service delivery strategies with sales leadership.• Mentor and guide team members in building strong client relationships, managing projects effectively, and utilizing tools and systems.• Ensure compliance with client requirements and organizational procedures, maintaining a high standard of service delivery.• Analyze and review team performance through regular reporting, identifying areas for improvement and implementing actionable plans.• Work closely with sales teams to prepare client presentations, highlighting account activities and identifying opportunities for expansion.• Support the onboarding and implementation of new clients, ensuring smooth transitions and alignment with business objectives.
2026-05-15T00:00:00Z

Director of Client Services

Atlanta, GA
onsite
Temporary to Hire
0 - 0 USD / Yearly
We are looking for an experienced Director of Client Services to lead a dedicated team of professionals in delivering exceptional service to our clients. This role, based in Atlanta, Georgia, will focus on client satisfaction, operational excellence, and strategic collaboration with leadership to drive business growth. This is a contract-to-permanent position offering an excellent opportunity to make a lasting impact within the Printing/Publishing industry. Responsibilities: • Lead and oversee client service operations, ensuring the team delivers exceptional support and enables the sales organization to focus on growth activities. • Collaborate with senior leadership to develop and execute strategic initiatives that enhance service quality and client satisfaction. • Act as a point of escalation for complex client issues, resolving challenges and removing barriers to success. • Monitor and assess team capacity, ensuring resources are aligned with client needs and organizational goals. • Develop and implement tactical plans for client services, co-owning service delivery strategies with sales leadership. • Mentor and guide team members in building strong client relationships, managing projects effectively, and utilizing tools and systems. • Ensure compliance with client requirements and organizational procedures, maintaining a high standard of service delivery. • Analyze and review team performance through regular reporting, identifying areas for improvement and implementing actionable plans. • Work closely with sales teams to prepare client presentations, highlighting account activities and identifying opportunities for expansion. • Support the onboarding and implementation of new clients, ensuring smooth transitions and alignment with business objectives.
2026-05-21T00:00:00Z

Director of Client Services

Grand Rapids, MI
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
The Director of Client Services leads and scales the firm’s client service and operations function, transitioning it from an execution-heavy model to a system-driven, automation-enabled department. This role owns the end-to-end client operations experience, develops the operations team, and partners with leadership to deliver a technology-leveraged, team-based firm model.This is a leadership role accountable for results through people, process, and systems—not personal execution. While some tactical work will occur initially, the long-term focus is on strategy, team development, and operational scalability. Core ResponsibilitiesLeadership & Team Development<ul><li>Lead, coach, and grow the Client Operations team</li><li>Drive a client-first, service-focused team culture</li><li>Oversee hiring, onboarding, and performance management</li></ul>Process & Systems<ul><li>Own all operations processes, SOPs, and workflow optimization</li><li>Drive continuous improvement and operational scalability</li><li>Maintain a structured process and workflow library</li></ul>Compliance<ul><li>Lead operational compliance and serve as primary liaison with LPL</li><li>Ensure audit readiness and adherence to regulatory standards</li><li>Monitor, escalate, and mitigate compliance risks</li></ul>Strategic Partnerships<ul><li>Manage key vendor and partner relationships</li><li>Support succession planning and external partnerships</li><li>Represent operations in external and industry engagements</li></ul>Client Operations Oversight<ul><li>Ensure timely task execution, workflow accuracy, and service standards</li><li>Maintain high-quality, low-error client operations</li><li>Oversee transaction workflows, cash management, and activity tracking</li></ul>Client Experience<ul><li>Own and elevate the end-to-end client operations journey</li><li>Drive a “white-glove” service standard</li></ul>Technology & Automation<ul><li>Lead adoption of operations technology and AI tools</li><li>Identify and implement automation opportunities</li><li>Oversee training and change management initiatives</li></ul>Success Metrics (KPIs)Operational Performance<ul><li>≥90% adherence to operational standards</li><li>95%+ implementation of client action items within 90 days</li><li>Zero material compliance issues</li></ul>Team & Leadership<ul><li>100% voluntary retention of operations staff</li><li>Full SOP documentation across all processes within year one</li></ul>
2026-05-15T00:00:00Z

Director of Client Services

Atlanta, GA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are working with a client who is looking to hire a Director of Print Production. This role owns service excellence, team performance, and client satisfaction while partnering closely with Sales and Leadership on strategy, delivery, and growth. What You’ll Do<ul><li>Lead and develop a team of client service managers and professionals</li><li>Drive service excellence, client satisfaction, and operational efficiency</li><li>Partner with Sales to support renewals, upsell, and new business initiatives</li><li>Oversee implementation and execution of products and services</li><li>Serve as senior escalation point and remove operational roadblocks</li><li>Manage capacity planning, staffing, workflows, and process improvement</li><li>Support client onboarding, business reviews, and new implementations</li><li>Own team performance, reporting, compliance, and succession planning</li></ul>
2026-05-20T00:00:00Z