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228 results for Customer Success Specialist jobs

Customer Success Specialist

Lexington, KY
onsite
Temporary to Hire
18.05 - 20.9 USD / Hourly
Robert Half is looking for a Customer Success Specialist to support policyholders with responsive, detail-oriented service in Lexington-Fayette, Kentucky. This contract opportunity is ideal for someone who enjoys helping customers, managing a steady call volume, and creating positive experiences during routine service requests and sensitive claim-related conversations. The role offers a permanent schedule across a rotating four-day workweek, with the potential to move into a permanent position that includes licensing support and long-term benefits. This position requires a Property and Casualty insurance license Prior to starting the job. The company will reimburse you for out-of-pocket expenses. Responsibilities:• Handle a consistent stream of inbound customer calls related to property and casualty insurance policies, typically averaging around 30 interactions per day.• Review account documentation and policy notes to provide accurate information, clarify prior activity, and address customer questions effectively.• Gather initial details for claim-related calls and ensure a smooth handoff to the claims team while maintaining a calm and reassuring customer experience.• Identify opportunities for additional products or services during customer conversations and route potential leads to the appropriate sales team.• Enter and update client information in internal systems with a high level of accuracy and attention to detail.• Deliver thoughtful, solution-oriented support that strengthens customer relationships and reflects strong service standards.• Navigate CRM and related computer applications to document interactions, track follow-up needs, and maintain organized customer records.
2026-05-22T00:00:00Z

Customer Success Specialist

Lexington, KY
onsite
Temporary to Hire
18.05 - 20.9 USD / Hourly
Robert Half is seeking a motivated Sales Representative to join a growing insurance agency. This role is responsible for building client relationships, identifying coverage needs, and providing tailored insurance solutions. Prior insurance experience is not required, but prior sales experience is a plus. Must have a Property & Casualty insurance prior to starting the position. Salary plus bonus (with strong benefits) Responsibilities:<ul><li>Develop and maintain a book of business</li><li>Identify client needs and recommend appropriate P&C coverage</li><li>Generate new business and meet sales goals</li><li>Provide excellent customer service throughout the sales process</li></ul>
2026-05-12T00:00:00Z

Customer Success Specialist

West Des Moines, IA
onsite
Temporary to Hire
20 - 22 USD / Hourly
If you’re the kind of professional who takes pride in delivering a seamless customer experience—and you know the details matter just as much as the conversation—this opportunity is worth your attention. A growing insurance organization in West Des Moines is seeking a Customer Success Specialist to support new business operations and serve as a trusted point of contact for agents. What You’ll Do:<ul><li>Provide prompt, professional responses to incoming customer inquiries related to new business services</li><li>Guide clients through policy questions, account updates, and service-related needs</li><li>Accurately enter and maintain customer data across internal systems</li><li>Utilize CRM and internal tools to document interactions and track follow-ups</li><li>Review new business submissions, identify discrepancies, and support processing efforts</li><li>Communicate effectively with both customers and internal teams via phone and email</li></ul>If you are someone who thrives in a structured but fast-paced environment, please apply to this role today! 515.706.4974 or apply through our Robert Half website.
2026-05-26T00:00:00Z

Customer Success Specialist

Phoenix, AZ
onsite
Temporary to Hire
25 - 26.44 USD / Hourly
We are looking for a Customer Success Specialist to join a healthcare technology team in Phoenix, Arizona. This hybrid position focuses on helping clients use a SaaS platform effectively by addressing support needs, resolving application issues, and providing clear guidance on system functionality. The role is ideal for someone who enjoys delivering responsive service, navigating technical questions, and building positive client experiences in a fast-paced support setting. Responsibilities:• Respond to client questions and support requests through a queue-based workflow, ensuring timely and thorough follow-up.• Investigate and resolve basic application issues related to errors, setup concerns, and day-to-day system usage.• Assist users with platform navigation, feature adoption, and general how-to guidance to improve confidence with the software.• Support customers with questions tied to front-office processes, clinical workflows, and routine operational tasks within the system.• Provide a high standard of service by communicating clearly, showing urgency, and keeping clients informed until issues are addressed.• Route more advanced or specialized problems to higher-level technical teams when additional expertise is needed.• Help create and update internal and client-facing knowledge articles, troubleshooting steps, and frequently asked questions.• Partner with cross-functional teams to speed issue resolution and promote a consistent support experience.
2026-06-01T00:00:00Z

Customer Success Specialist

Meridian, ID
onsite
Temporary / Contract
19.95 - 23.1 USD / Hourly
We are looking for a Customer Success Specialist to join our team in Meridian, Idaho on a Contract basis. In this role, you will help deliver responsive service across e-commerce channels by assisting customers, supporting order activity, and keeping records accurate and up to date. This position is well suited for someone who enjoys solving routine customer needs, staying organized in a fast-paced environment, and collaborating closely with internal team members to maintain a positive customer experience. Responsibilities: • Respond to customer inquiries across online channels with timely updates on orders, shipments, and product-related questions. • Identify situations that require additional support and route more complex customer concerns to the appropriate team lead. • Assist with return, refund, and cancellation requests while maintaining accurate tracking of related activity. • Review supporting documents for customer returns and credits and help ensure information is ready for internal financial processing. • Monitor incoming marketplace and website messages, prioritize urgent issues, and help maintain consistent response coverage. • Support online operations by checking customer feedback activity, assisting with basic inventory verification, and updating order details in business systems. • Keep customer and order records organized and accurate to support smooth day-to-day service operations. • Coordinate with warehouse teams to help ensure orders are directed appropriately and processed efficiently. • Provide general administrative and operational assistance to the customer support function as business needs evolve.
2026-05-29T00:00:00Z

Customer Success Coordinator

Oceanside, CA
onsite
Temporary / Contract
24 - 30 USD / Hourly
A well-known lifestyle and apparel company based in Oceanside is hiring a Customer Success Coordinator to support customer experience, order management, and brand communication initiatives. This is a great opportunity for someone who enjoys working in creative, collaborative environments and wants to be part of a growing consumer brand with a strong presence in Southern California. The company is looking for someone personable, organized, and genuinely good with people — someone who can problem solve quickly while creating a positive customer experience. Day-to-Day Responsibilities<ul><li>Respond to customer inquiries through email, phone, and online platforms</li><li>Assist with order tracking, product questions, and account support</li><li>Coordinate with warehouse and operations teams regarding shipping updates</li><li>Help maintain CRM notes and customer communication records</li><li>Support social media customer interactions and online reviews</li><li>Assist with administrative projects and customer experience initiatives</li></ul>
2026-05-27T00:00:00Z

Customer Experience Specialist

Coppell, TX
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for a Customer Experience Specialist to join a mortgage services team in Texas in a contract capacity with the potential for a long-term opportunity. This role is ideal for someone who thrives in a fast-paced contact center, communicates with confidence, and can deliver thoughtful support across a wide range of borrower needs. You will assist customers with mortgage-related questions, payment matters, escrow and tax concerns, refinance requests, and early-stage delinquency conversations while working across several digital platforms and AI-enabled tools. The position offers structured training, ongoing coaching, and a workplace with clear opportunities for long-term career growth. Responsibilities: • Respond to a high volume of incoming and outbound customer interactions related to mortgage accounts with efficiency. • Guide borrowers through questions involving escrow activity, property taxes, payment processing, and refinance-related requests. • Support early-stage collections efforts for accounts up to 60 days past due while maintaining a service-focused and respectful customer experience. • Navigate multiple internal applications and AI-assisted resources to research account details and provide accurate information. • Document customer conversations thoroughly and complete follow-up tasks in a timely manner to ensure service continuity. • Resolve routine account issues, identify next steps for more complex concerns, and escalate when appropriate. • Participate in training, post-training scheduling, and periodic Saturday rotation coverage with provided compensatory time. • Contribute to a detail-focused team environment by following service standards, communication expectations, and business casual workplace guidelines.
2026-05-27T00:00:00Z

Customer Experience Specialist

Coppell, TX
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for a Customer Experience Specialist to join a mortgage services team in Coppell, Texas in a contract capacity with the potential for a long-term opportunity. This position supports customers in a fast-paced contact center, assisting with mortgage-related questions while delivering thoughtful, attentive service across both inbound and outbound interactions. The role is ideal for someone who can move confidently between multiple systems, communicate clearly, and handle early-stage delinquency conversations with a customer-first approach. Extensive training, coaching, and long-term growth opportunities are available for individuals who thrive in a high-volume environment. Responsibilities: • Respond to a high volume of incoming and outgoing customer contacts regarding mortgage servicing, account activity, and general loan-related concerns. • Guide customers through questions tied to escrow, property taxes, payment activity, refinance-related requests, and other account support needs. • Manage early-stage collections outreach for accounts up to 60 days past due while maintaining consistency, empathy, and compliance standards. • Navigate several internal platforms and AI-enabled support tools to research accounts, document interactions, and provide accurate resolutions. • Deliver clear written and verbal communication when handling follow-up correspondence, account updates, and service-related explanations. • Support customers with payment-related matters, including resolving issues, explaining options, and helping remove barriers to timely account management. • Maintain strong performance in a structured call center setting by balancing service quality, efficiency, and attention to detail. • Participate in training, coaching, and ongoing development to build product knowledge and progress within the organization.
2026-05-26T00:00:00Z

Customer Experience Specialist

Coppell, TX
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for a Customer Experience Specialist to join a mortgage services team in Texas in a contract role with the potential for a permanent position. This position supports customers through a wide range of account-related questions, including payments, escrow and tax matters, refinance inquiries, and early-stage delinquency conversations. The role is ideal for someone who communicates with confidence, stays organized in a fast-paced call center setting, and can move comfortably between multiple systems while delivering a positive customer experience. Responsibilities: • Respond to a high volume of incoming and outgoing customer calls related to mortgage accounts, payment activity, escrow items, tax questions, and refinance requests. • Guide customers through account concerns with professionalism while helping resolve early-stage past-due situations up to 60 days delinquent. • Navigate several internal platforms and AI-supported tools to research account details, document interactions, and provide accurate information. • Deliver clear written and verbal communication when handling follow-up messages, service updates, and customer inquiries. • Maintain productivity and service quality standards in a fast-paced call center environment with changing customer needs. • Participate in training, coaching, and post-training support to build product knowledge and strengthen call handling performance. • Support rotating Saturday coverage on a scheduled basis, with compensatory time provided according to team guidelines.
2026-05-26T00:00:00Z

Customer Service Specialist

Bethlehem, PA
onsite
Temporary / Contract
17 - 21 USD / Hourly
Robert Half is seeking a Customer Service Specialist for an exciting opportunity with a growing organization in the Lehigh Valley area. Are you a people-first professional who thrives on delivering exceptional service? We’re partnering with a well-established company looking to add a Customer Service Specialist to their team. This is a great opportunity for someone who enjoys solving problems, building relationships, and being a key point of contact for customers. Key Responsibilities:<ul><li>Serve as the primary point of contact for customer inquiries via phone, email, and/or chat</li><li>Resolve customer issues efficiently while maintaining a positive and professional experience</li><li>Process orders, returns, and account updates with accuracy and attention to detail</li><li>Collaborate with internal teams (sales, operations, billing) to ensure customer needs are met</li><li>Maintain detailed records of customer interactions in CRM systems</li><li>Identify opportunities to improve processes and enhance the overall customer experience</li></ul>
2026-05-08T00:00:00Z

Customer Service Specialist

Greensboro, NC
onsite
Temporary / Contract
19.1805 - 22.209 USD / Hourly
We are looking for a highly skilled Customer Service Specialist to join our team in Greensboro, North Carolina. This is a long-term contract position ideal for someone passionate about delivering exceptional service and resolving customer inquiries efficiently. The successful candidate will thrive in a fast-paced call center environment and demonstrate expertise in handling multi-line phone systems and data entry. Responsibilities: • Provide superior customer service by addressing inquiries and resolving complaints with professionalism and efficiency. • Handle inbound calls in a high-volume call center setting while ensuring customer satisfaction. • Operate multi-line phone systems to manage and prioritize incoming calls effectively. • Perform accurate data entry to document customer interactions and maintain records. • Collaborate with team members to ensure seamless communication and service delivery. • Utilize Windows PC systems to access and update customer information. • Maintain a thorough understanding of company policies to provide consistent and accurate information. • Identify and escalate unresolved issues to appropriate departments for further assistance. • Monitor call center operations and contribute to process improvement initiatives. • Uphold a positive and helpful attitude while managing challenging situations with customers.
2026-05-13T00:00:00Z

Customer Support Specialist

Silver Spring, 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. The ideal candidate is an excellent communicator, detail-oriented, and skilled at managing multiple priorities in a fast-paced environment. Responsibilities<ul><li>Respond to customer inquiries via phone, email, and chat</li><li>Resolve issues and document outcomes in CRM systems</li><li>Escalate complex issues to internal teams</li><li>Identify service trends and improvement opportunities</li></ul>
2026-05-20T00:00:00Z

Customer Support Specialist

Johnston, IA
onsite
Temporary / Contract
19 - 21 USD / Hourly
Robert Half is seeking a Customer Support Specialist for a leading agriculture organization located onsite in Johnston, Iowa. This role supports customers with delinquent accounts by identifying their needs, providing education and motivation, and helping them successfully resolve past-due balances. If you enjoy problem‑solving and delivering exceptional customer service, this is an excellent opportunity to grow your career. What You’ll Do<ul><li>Support delinquent customers by identifying issues and guiding them toward resolution</li><li>Review account details and payment history</li><li>Update and confirm customer/debtor information</li><li>Maintain compliance with federal and state regulations and company policies</li><li>Assist with resolving misapplied payments</li><li>Escalate complex account issues to supervisors when needed</li></ul>Shift & Schedule<ul><li>1st shift, 40 hours per week</li><li>Overtime available but not required</li><li>Work hours fall between 6:55 AM – 6:05 PM Central Time</li></ul>Additional Details<ul><li>Visa sponsorship is not available—now or in the future</li><li>Assignment approved for 1 year, with potential for extension based on business needs</li></ul>
2026-05-22T00:00:00Z

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. The ideal candidate is an excellent communicator, detail-oriented, and skilled at managing multiple priorities in a fast-paced environment. Based on general knowledge. Responsibilities:<ul><li>Respond to customer inquiries via phone, email, and chat in a professional and timely manner. </li><li>Resolve issues and document outcomes in CRM systems. </li><li>Document customer interactions accurately in internal systems. </li><li>Maintain up-to-date knowledge of company products, services, and policies. </li><li>Identify service trends and improvement opportunities</li><li>Escalate complex issues to internal teams</li></ul>
2026-05-20T00:00:00Z

Customer Support Specialist

Silver Spring, 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. The ideal candidate is an excellent communicator, detail-oriented, and skilled at managing multiple priorities in a fast-paced environment. Responsibilities: <ul><li>Respond to customer inquiries via phone, email, and chat in a professional and timely manner. </li><li>Resolve customer issues related to orders, accounts, billing, or products/services.</li><li>Document customer interactions accurately in internal systems. </li><li>Escalate complex concerns to the appropriate department when needed. </li><li>Maintain up-to-date knowledge of company products, services, and policies. </li><li>Collaborate with internal teams to improve service delivery and customer satisfaction. </li></ul>
2026-05-20T00:00:00Z

Customer Support Specialist

Bethlehem, PA
onsite
Temporary to Hire
22 - 24 USD / Hourly
We are seeking a detail-oriented and customer-focused Customer Support Specialist to join a local and growing team. In this role, you will serve as the first point of contact for customers, helping resolve inquiries, providing product or service information, and ensuring a positive customer experience. The ideal candidate will have strong communication skills, problem-solving abilities, and solid Microsoft Office skills, especially in Word, Excel, Outlook, and Teams. Key Responsibilities:<ul><li>Respond to customer inquiries via phone, email, and chat in a professional and timely manner</li><li>Resolve customer issues and escalate complex concerns when needed</li><li>Maintain accurate customer records and interaction notes in company systems</li><li>Use Microsoft Outlook to manage communications and schedule follow-ups</li><li>Prepare reports, update spreadsheets, and track support metrics using Microsoft Excel</li><li>Create and edit customer correspondence and documentation in Microsoft Word</li><li>Collaborate with internal teams using Microsoft Teams and other communication tools</li><li>Provide product, service, and account information to customers</li><li>Identify opportunities to improve processes and enhance the customer experience</li></ul>
2026-06-01T00:00:00Z

Customer Account Specialist

Washougal, WA
onsite
Temporary / Contract
28 - 32 USD / Hourly
We are seeking a Customer Account Specialist in Southwest Washington to support order execution and client communication for a contract position in the aerospace industry. In this role, you will serve as a key point of contact for customers while coordinating with cross-functional teams to keep orders moving efficiently from quote through delivery. The ideal candidate brings strong follow-through, sound judgment, and the ability to translate product and process information into clear updates and practical solutions for customers. Responsibilities:• Manage customer orders throughout the full fulfillment process, ensuring each step is completed accurately and on schedule from initial quote to final delivery communication.• Maintain detailed order activity records by entering transactions, updates, and customer interactions into company systems while monitoring progress and open action items.• Build productive relationships with assigned accounts by responding promptly to inquiries, resolving concerns, and providing clear status updates based on order activity.• Partner with manufacturing, quality, purchasing, engineering, and finance teams to remove obstacles and support the timely flow of orders through the business.• Develop a strong understanding of company products and processes in order to provide reliable guidance and set accurate expectations for customers.• Review order patterns, customer feedback, and market signals to help identify growth opportunities and improve account support strategies.• Analyze pending and historical demand to assist with forecasting and to support purchasing, inventory, and production planning decisions.• Adapt to changing priorities and manage workload effectively to help ensure consistent service levels and on-time order fulfillment.• Contribute to continuous improvement by documenting trends, sharing effective practices with colleagues, and recommending updates based on recurring customer concerns.
2026-05-29T00:00:00Z

Client Services Specialist

Santa Barbara, CA
onsite
Temporary / Contract
19.7885 - 22.913 USD / Hourly
We are looking for a dedicated Client Services Specialist to join our team in Santa Barbara, California. In this role, you will be responsible for ensuring exceptional customer experiences through effective communication and problem-solving. This is a long-term contract position that offers the opportunity to make a meaningful impact by assisting clients with their needs and concerns. Responsibilities: • Respond promptly and professionally to customer inquiries via phone, email, and other communication channels. • Troubleshoot connectivity issues and provide clear solutions to clients. • Assist customers in navigating multiple browsers and platforms to resolve technical challenges. • Ensure customer success by addressing concerns and resolving issues efficiently. • Maintain detailed records of customer interactions and follow-ups to ensure resolution. • Collaborate with internal teams to improve service delivery and customer satisfaction. • Handle high-volume call center interactions while maintaining a positive and helpful demeanor. • Provide guidance and support to customers regarding company products and services. • Continuously update knowledge of company offerings to deliver accurate information to clients.
2026-05-28T00:00:00Z

Client Services Specialist

Las Vegas, NV
onsite
Temporary to Hire
25 - 28 USD / Hourly
We are looking for a Client Services Specialist to support client service and policy administration activities within the insurance industry in Las Vegas. This contract to permanent opportunity is ideal for someone who enjoys balancing customer communication with detailed operational work in a fast-paced, team-oriented setting. The person in this role will help keep applications moving forward, provide timely updates to clients and carrier partners, and contribute to a positive service experience through accuracy, responsiveness, and professionalism. Responsibilities:• Communicate with clients regularly to share application progress, answer questions, and ensure they remain informed throughout the service process.• Coordinate with insurance carriers to obtain updates, resolve outstanding items, and maintain momentum on pending policy activity within expected timeframes.• Review new leads and application materials carefully, verify completeness and accuracy, and address discrepancies before processing moves forward.• Maintain organized records, update customer and policy information, and track follow-up actions using internal systems and standard office software.• Prepare reports, manage correspondence, and use tools such as Outlook, Word, and Excel to support daily workflow and service reporting.• Respond to client concerns with empathy, offering clear guidance and practical solutions when issues arise.• Adjust to changing business needs by assisting with priority shifts, administrative support tasks, and additional projects assigned by leadership.• Represent the organization in a detail oriented and service-focused manner through dependable communication and strong attention to detail.
2026-05-20T00:00:00Z

Customer Care Representative

Baltimore, MD
onsite
Temporary / Contract
18 - 20 USD / Hourly
We’re seeking a customer-focused Customer Care Representative to join a fast-paced, high-performing service team. This contract-to-permanent opportunity is ideal for someone who enjoys helping others, thrives in a dynamic environment, and takes pride in delivering a high-quality experience with every interaction.In this role, you’ll serve as the first point of contact for customers—handling inquiries, documenting interactions, and partnering with internal teams to resolve issues efficiently and professionally. Key Responsibilities<ul><li>Manage a high volume of inbound customer calls with patience, professionalism, and a care-first mindset</li><li>Respond to inquiries by clearly explaining services, resolving concerns, and guiding customers toward effective solutions</li><li>Navigate multiple systems simultaneously to access account details and provide accurate, real-time support</li><li>Accurately document customer interactions and maintain up-to-date records in internal systems</li><li>Handle concerns with empathy and sound judgment to create a positive customer experience</li><li>Collaborate with internal teams to escalate and resolve more complex issues</li><li>Consistently meet or exceed performance metrics related to quality, productivity, and customer satisfaction</li><li>Stay current on company services, procedures, and relevant updates</li></ul>Why You’ll Love This Role<ul><li>Opportunity to transition into a permanent position</li><li>Engaging, fast-paced work environment</li><li>Supportive and collaborative team culture</li><li>Great opportunity to build and grow your customer care career</li></ul>
2026-05-28T00:00:00Z

Customer Support Associate

Reading, PA
onsite
Temporary to Hire
19 - 22 USD / Hourly
🌟 Launch Your Career in Customer Service – Entry-Level Opportunities with Growth! 🌟 Are you a ready to kick-start your professional journey with a company that invests in your future? We’re hiring for Entry-Level Customer Service Representatives at a company that values fresh ideas, a great attitude, and your long-term success. 📍 Location: Reading, PA💼 Type: On-site or Hybrid options available📈 Room to Grow: YES! What You’ll Do:<ul><li>Be the first point of contact for customers—answering questions, solving problems, and creating a positive experience every time</li><li>Learn our products, services, and systems inside and out</li><li>Collaborate with team members to improve processes and customer satisfaction</li><li>Build your communication, problem-solving, and professional skills daily</li></ul>Why You’ll Love It Here:✅ Supportive team and hands-on training✅ Clear career path and promotions from within✅ Management Trainee track available for high-potential team members✅ Competitive pay and benefits✅ A company culture that celebrates fresh perspectives, personal growth, and your whole self
2026-05-28T00:00:00Z

Customer Svc Associate

Redmond, WA
onsite
Temporary / Contract
22 - 23 USD / Hourly
The role focuses on preparing shipment materials, organizing boxed items, and maintaining reliable processing throughout the workday in an onsite setting. Responsibilities:• Enter shipment and package information into internal shipping systems with a high level of accuracy.• Prepare box identification tags and apply them correctly so items can be sorted and processed efficiently.• Create shipping requests and generate labels needed for outgoing deliveries.• Review domestic and international address details carefully to help ensure packages are routed properly.• Organize, sort, and stage boxed materials according to shipping instructions and operational priorities.• Handle physical movement of packages and materials, including lifting items up to 50 pounds when needed.• Maintain steady productivity, attention to detail, and consistent attendance throughout scheduled onsite shifts.• Work closely with onsite supervisors to address daily shipping support needs and keep tasks moving on schedule.
2026-05-29T00:00:00Z

Customer Excellence Associate

West Des Moines, IA
onsite
Temporary to Hire
21.5 - 22.5 USD / Hourly
A dynamic and growing insurance company in Urbandale is looking for contract to hire Customer Excellence Associate who can juggle customer needs, system navigation, and process accuracy—all without missing a beat. This is a great opportunity for someone who enjoys staying busy, learning quickly, and making an impact from day one. In This Role, You Will:<ul><li>Act as a go-to resource for customer inquiries related to new business</li><li>Deliver a high-quality customer experience through clear and timely communication</li><li>Maintain accurate customer records across multiple systems</li><li>Leverage CRM tools to manage daily workflow and follow-ups</li></ul> Ready to be part of a team where your work keeps business moving forward? Apply through our Robert Half website today or call 515.706.4974!
2026-05-26T00:00:00Z

Customer Relations Representative

San Diego, CA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for a Customer Relations Representative to support a busy customer service team in San Diego, California. This Long-term Contract position is ideal for someone who communicates clearly, stays organized under pressure, and enjoys helping customers through time-sensitive situations. In this role, you will respond to inbound inquiries, document claim-related details with accuracy, and work closely with internal teams to ensure each issue is handled efficiently and professionally. Responsibilities: • Respond to incoming calls related to injury report intake and gather complete, accurate information for claim setup. • Enter customer and claim details into internal platforms with a strong focus on precision and timely processing. • Use attentive listening and thoughtful follow-up questions to understand concerns and provide effective support. • Route inquiries to the correct teams or elevate more complex matters when additional review or action is needed. • Partner with internal departments to help resolve service issues and improve the customer experience. • Build knowledge of company procedures, service standards, and compliance expectations to handle calls confidently. • Identify potential service delays or workflow concerns and communicate them to Customer Care leadership as appropriate. • Follow established policies, training guidance, supervisory direction, and applicable regulations in daily work.
2026-05-28T00:00:00Z

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>
2026-05-29T00:00:00Z