<p>We are looking for a detail-oriented Customer Success Specialist to support commercial lending operations in Rayville, Louisiana. This contract opportunity with permanent potential is ideal for someone who can manage documentation with precision, coordinate effectively across teams, and help ensure commercial loan files are complete, compliant, and ready for closing. The person in this role will contribute to accurate loan package preparation, documentation review, and due diligence activities tied to commercial and real estate lending.</p><p><br></p><p>Responsibilities:</p><p>• Prepare commercial loan and collateral documentation for a variety of lending transactions while maintaining alignment with bank standards and applicable legal requirements.</p><p>• Review participation loan files for both purchased and sold transactions to confirm completeness, accuracy, and proper execution.</p><p>• Examine existing loan and collateral records during renewals or new originations to identify and resolve documentation issues tied to previously pledged assets.</p><p>• Coordinate with attorneys and other external partners when legal support is needed to move commercial loan closings forward.</p><p>• Gather and evaluate pre-closing materials such as approval records, borrower organizational documents, lien search results, title work, insurance coverage, flood compliance items, environmental reports, and appraisal documentation.</p><p>• Verify that borrower authority, collateral protection, lien position, and underwriting support meet internal policy expectations before closing.</p><p>• Support secondary quality reviews of loan packages to reduce documentation errors and strengthen file accuracy prior to finalization.</p><p>• Work closely with lending and documentation staff to assist with due diligence efforts and the preparation of complete commercial loan files.</p>
<p>We are looking for a <strong>Customer Success Specialist/Claims Processor</strong> to support individuals with questions related to unclaimed property claims. This contract opportunity with permanent potential is ideal for someone who is comfortable managing a high volume of inbound calls, guiding customers through claim-related questions, and completing accurate follow-up work in a fast-paced environment. The person in this role will combine strong service skills with careful documentation and sound judgment to help ensure each claim is handled thoroughly and professionally.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.</p><p>• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.</p><p>• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.</p><p>• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.</p><p>• Enter, review, and validate claim data according to established procedures and quality expectations.</p><p>• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.</p><p>• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.</p><p>• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.</p><p>• Support additional administrative assignments and special projects as business needs require.</p>
We are looking for a Customer Success Specialist to join our team in Metairie, Louisiana in a contract-to-permanent capacity. This opportunity is ideal for someone who excels at supporting clients, managing high-value banking transactions, and coordinating complex loan-related activities with accuracy and professionalism. The role combines customer service, documentation oversight, and cross-functional partnership to help ensure a smooth client experience while maintaining operational and regulatory standards.<br><br>Responsibilities:<br>• Guide customers and internal partners through complex loan closing activities, ensuring each transaction progresses accurately and on schedule.<br>• Review credit documents, commitment terms, legal paperwork, and supporting records to confirm alignment with approved structures and required conditions.<br>• Create and validate detailed loan documentation packages for multifaceted commercial transactions involving multiple entities, facilities, and collateral types.<br>• Coordinate due diligence items such as insurance, title materials, entity documents, appraisals, public records, and other third-party requirements needed for closing.<br>• Manage funding logistics, settlement details, disbursements, and post-closing follow-up to support complete and accurate transaction processing.<br>• Act as a key resource for questions related to documentation, collateral perfection, compliance expectations, and exception resolution.<br>• Conduct secondary quality checks on closing files prepared by team members and provide clear feedback to strengthen accuracy and consistency.<br>• Track outstanding exceptions and collaborate with servicing, collateral, and production teams to resolve issues with urgency.<br>• Support team effectiveness by sharing knowledge, assisting with training, and contributing to procedural updates, reference tools, and process improvements.<br>• Participate in audits, testing, compliance activities, and operational enhancement efforts, including support for system-related updates when needed.
We are looking for a Customer Success Specialist to support clients from our Draper, Utah location in a fast-paced Contract role. This position focuses on delivering responsive service, resolving customer concerns efficiently, and creating positive experiences across phone and email channels. The ideal candidate is comfortable managing several browser-based tools at once while helping customers troubleshoot service-related issues with professionalism and care.<br><br>Responsibilities:<br>• Respond to customer inquiries through inbound calls and email while providing timely, solution-focused support.<br>• Guide customers through account or service concerns and deliver clear updates to ensure a positive overall experience.<br>• Investigate connectivity-related problems and help users resolve issues by walking them through practical troubleshooting steps.<br>• Navigate multiple browser windows and internal systems efficiently to document interactions and access the information needed to assist customers.<br>• Maintain accurate records of customer communications, follow-up actions, and case details within support platforms.<br>• Work collaboratively with internal teams when issues require additional review or escalation to achieve prompt resolution.<br>• Promote strong customer relationships by communicating clearly, setting expectations, and following through on commitments.
<p><strong>Customer Success Associate</strong></p><p><br></p><p><strong>Company Overview</strong></p><p>A software company based in Los Angeles, California is building enterprise solutions that help organizations integrate AI-powered agents into everyday business workflows. The company develops technology that connects AI with existing business systems to automate work, surface insights, and improve operational efficiency. This is an opportunity to join an emerging technology organization and work closely with customers adopting next-generation AI capabilities.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Customer Success Associate will help customers successfully onboard, adopt, and realize value from an enterprise AI platform. This role will serve as a primary day-to-day contact for a portfolio of customers while partnering closely with Product and Engineering teams to address technical questions, capture feedback, and improve the customer experience. The ideal candidate combines strong relationship management skills with technical curiosity and a practical understanding of how AI and automation can improve business workflows.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day relationships with a portfolio of customer accounts, providing responsive and consultative support.</li><li>Guide customers through onboarding, platform adoption, business system integrations, and identification of high-value AI workflows.</li><li>Help customers understand the capabilities and limitations of AI-powered workflows and establish realistic expectations for successful adoption.</li><li>Monitor customer health, usage, and engagement to proactively identify adoption risks, unresolved issues, and expansion opportunities.</li><li>Translate customer questions, product feedback, and technical issues into clear requirements for Product and Engineering teams.</li><li>Document and track customer requests, feature ideas, technical issues, and commitments using CRM and project management systems.</li><li>Analyze feedback related to AI-generated outputs and workflows to help technical teams identify opportunities for product improvement.</li><li>Prepare and deliver customer check-ins, status updates, and business reviews using account, product usage, and support data.</li><li>Leverage AI tools and automation to improve customer success processes while maintaining accountability for the accuracy and quality of customer-facing work.</li><li>Help develop scalable customer success playbooks, templates, processes, and automated workflows as the organization grows.</li></ul><p><strong>Additional Details</strong></p><ul><li>Fully onsite 5 days a week</li><li>Work closely with Customer Success, Product, and Engineering teams</li><li>High-growth environment requiring autonomy, adaptability, discretion, and strong ownership</li><li>Opportunity to work hands-on with AI-powered workflows and help shape how customers adopt emerging technology</li></ul>
<p>About the Opportunity</p><p>Our client in the financial services industry is seeking a customer-focused and detail-oriented <strong>Client Success Specialist</strong> 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.</p><p>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.</p><p>Key Responsibilities</p><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><p><br></p>
<p>We are looking for a Customer Experience Specialist to support riders and visitors with knowledgeable, courteous service in Lansing, Michigan. This is a Contract position within the transport industry, focused on delivering a positive customer experience through responsive communication, accurate information sharing, and dependable administrative support. The ideal candidate is comfortable handling public inquiries, resolving service-related concerns, and managing daily transactions with a high level of accuracy and professionalism. Must be available: <strong>Monday-Friday 7am-7pm and Saturday and Sunday 8:50am-5pm</strong>. Shifts will vary, 40/hours a week.</p><p><br></p><p>Responsibilities:</p><p>• Guide customers on routes, fares, schedules, and available transit options so they can make informed travel decisions.</p><p>• Respond to questions, concerns, and service feedback from riders, vendors, and staff in a respectful and solution-oriented manner.</p><p>• Demonstrate emotional resilience and professionalism when assisting customers who may be experiencing frustration or service-related concerns, using de-escalation skills to maintain a positive customer experience.</p><p>• Handle lost-and-found intake and release activities in accordance with established organizational procedures.</p><p>• Complete daily sales and payment activities for fare products, including cash, check, and card transactions, while maintaining accurate reconciliations.</p><p>• Monitor and balance the cash drawer and fare media records to support reliable end-of-day accounting.</p><p>• Open and close customer service locations by following site procedures and maintaining readiness for daily operations.</p><p>• Provide coverage for front desk and customer experience team functions as needed, while supporting department projects, meetings, and training initiatives.</p>
<p><strong>Job Title: Customer Experience Specialist</strong></p><p><strong>Location: Sand Springs (Tulsa), OK</strong></p><p><strong>Schedule: Monday – Friday, 8:00 AM – 5:00 PM (100% Onsite)</strong></p><p><strong>Pay: $24–$28/hour (DOE)</strong></p><p><strong>Job Type: Temp-to-Hire</strong></p><p><br></p><p><strong>Position Overview:</strong></p><p>We are seeking a knowledgeable and customer-focused Customer Experience Specialist to support a dynamic Customer Service team. This role is responsible for delivering exceptional service to both internal and external customers, resolving complex issues, and supporting key initiatives that enhance the overall customer experience. The ideal candidate brings strong product knowledge, problem-solving skills, and the ability to thrive in a fast-paced, team-oriented environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a full-time Customer Service Representative managing assigned accounts, customers, and Account Managers</li><li>Process customer orders, revisions, and returns via phone, email, and other channels in accordance with company procedures</li><li>Communicate pricing, shipping timelines, delays, and order details clearly and accurately to customers</li><li>Confirm pricing on all orders and maintain accurate order documentation</li><li>Respond to general inquiries and route calls to the appropriate departments</li><li>Resolve escalated customer issues while collaborating with internal teams including Operations, Sales, and Procurement</li><li>Support and implement customer service initiatives, process improvements, and procedural updates</li><li>Identify opportunities to enhance orders by consolidating or suggesting additional products</li><li>Maintain strong knowledge of company products, processes, and systems</li><li>Partner with the Commercial team to meet and exceed customer expectations</li><li>Participate in monthly quality and team meetings</li></ul>
We are looking for a Customer Experience Specialist to support client relationships and deliver responsive service for a manufacturing organization in Maryland. This long-term contract position is ideal for someone who enjoys resolving customer issues, maintaining accurate account information, and using data to improve the overall customer experience. The role requires strong communication, attention to detail, and comfort working with tools such as Microsoft Excel, Oracle, and database systems in a fast-paced environment.<br><br>Responsibilities:<br>• Manage customer accounts by updating records, tracking requests, and ensuring information remains accurate across internal systems.<br>• Respond to customer inquiries in a timely and attentive manner, providing solutions that strengthen satisfaction and trust.<br>• Use Microsoft Excel, Oracle, and database tools to review account activity, organize data, and support day-to-day service operations.<br>• Coordinate with internal teams to address order, account, or service-related concerns for customers within a manufacturing environment.<br>• Monitor customer interactions and identify opportunities to improve service quality, responsiveness, and overall experience.<br>• Document issues, resolutions, and follow-up actions clearly to maintain visibility and support consistent service delivery.
<p>We are looking for a <strong><em>onsite Customer Experience Specialist</em></strong> to support a Financial Services team in Honolulu, Hawaii. This Long-term Contract position focuses on delivering responsive service to customers while assisting with claims-related administrative work in a fast-paced environment. The ideal candidate brings strong organizational skills, accuracy with data, and the ability to handle customer interactions efficiently.</p><p><br></p><p><strong><u>Preference will be given to Hawaii residents due to the nature of this opportunity.</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Provide front-line support to internal and external customers by answering inquiries, managing email correspondence, and handling inbound and outbound communication.</p><p>• Review and process claims documentation accurately, ensuring information is complete and submitted within established timelines.</p><p>• Confirm insurance details by checking coverage information and resolving discrepancies through careful follow-up.</p><p>• Enter, update, and maintain claim and customer records with a high degree of precision across required tracking tools and databases.</p><p>• Keep detailed operational logs and prepare routine reports to support department visibility and workflow monitoring.</p><p>• Assist the claims team with day-to-day administrative tasks that help maintain smooth and efficient department operations.</p>
We are looking for a Customer Experience Specialist to join a short-term Contract opportunity supporting a 60-day pilot project in Irmo, South Carolina. This role is ideal for someone who excels at customer outreach, appointment coordination, and delivering responsive service in a fast-paced technology environment. The position offers an opportunity to contribute immediately while helping strengthen client engagement and business development efforts.<br><br>Responsibilities:<br>• Reach out to prospective and existing customers to introduce services, spark interest, and encourage meaningful engagement<br>• Schedule meetings and follow-up conversations for the sales team by managing outreach activity across phone and email channels<br>• Deliver attentive customer support by answering inquiries, addressing service concerns, and guiding contacts toward appropriate solutions<br>• Track interactions, outcomes, and next steps accurately while working across multiple browser-based systems and tools<br>• Identify customer connectivity-related issues and communicate details clearly to support efficient resolution<br>• Maintain consistent follow-up with leads and customers to improve response rates and strengthen overall experience<br>• Collaborate with internal team members to support pilot program goals, share feedback, and highlight trends from customer interactions
<p>We are looking for a Customer Services Specialist to deliver responsive, high-quality support for attendees and exhibitors connected to events in Las Vegas, Nevada. This contract position serves as a key point of contact for questions, registrations, and service-related concerns while helping maintain strong customer relationships. The role requires clear communication, sound judgment, and close coordination with internal teams to ensure timely and accurate resolutions.</p><p><br></p><p>Responsibilities:</p><p>• Respond to attendee and exhibitor inquiries by phone, email, or other channels, providing accurate guidance on event offerings, policies, and available services.</p><p>• Investigate customer concerns, determine appropriate solutions, and follow through to ensure issues are resolved in a thorough and timely manner.</p><p>• Conduct outbound outreach to collect qualifying information, encourage event participation, support registrations, and identify opportunities for additional product or service purchases.</p><p>• Maintain complete and accurate customer records by entering, updating, and tracking information within event-related databases and support systems.</p><p>• Assist customers with registration questions and technical difficulties by walking them through processes and next steps in a clear, supportive manner.</p><p>• Partner with cross-functional teams to address more complex service issues and ensure customers receive consistent, well-coordinated support.</p><p>• Monitor recurring questions and customer feedback, then share insights with internal stakeholders to help improve service delivery and the overall event experience.</p><p>• Build working knowledge of brands, event details, and service policies so information provided to customers remains current and reliable.</p>
<p>Robert Half is recruiting for a Customer Service Specialist role with a rapidly growing manufacturing client in the Wilmington area. This is a permanent role, joining an already established team, with lots of growth opportunity.</p><p><br></p><p>Our client is looking for a customer service candidate with at least 1-2 years of professional business to business experience. A Bachelor's degree is preferred but not required. </p><p><br></p><p>Responsibilities include preparing quotes, processing orders, and answering more technical questions as needed. This is NOT a call center role; it's a far more strategic customer service function. </p><p><br></p><p>If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I'm scheduling interviews soon!</p>
<p>We are looking for a Customer Service Specialist to support daily operations for the warehouse in Hawaii. This contract-to-permanent opportunity is ideal for someone who enjoys helping people, managing administrative duties, and keeping information organized in a fast-paced service environment. The person in this role will serve as a key point of contact for individuals seeking program information while providing dependable coordination and office support. Preference will be given to Hawaii residents due to the onsite nature of this role. To apply, please call us at 808-531-0800.</p><p><br></p><p>Responsibilities:</p><p>• Assist callers and visitors by answering questions about available programs and services in a thorough and helpful manner.</p><p>• Coordinate and confirm pickup times and client appointments to support smooth day-to-day scheduling.</p><p>• Enter and maintain accurate information in internal records and tracking systems.</p><p>• Speak with clients to gather feedback and complete surveys in a respectful and organized way.</p><p>• Support administrative activities tied to human services programs, including document handling and routine office tasks.</p><p>• Communicate clearly by phone, email, and in writing with clients, staff, and community contacts.</p><p>• Work closely with team members and partner programs to ensure responsive service for a diverse population.</p>
<p>A growing North County manufacturer is seeking a responsive, organized <strong>Customer Support & Order Management Specialist</strong> 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.</p><p>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.</p><p><br></p><p><strong>Your responsibilities will include:</strong></p><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>
<p>We are seeking a Customer Support Specialist to provide exceptional service to customers by answering inquiries, resolving issues, and ensuring a positive customer experience. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries via phone, email, and chat</p><p>• Resolve issues and document outcomes in CRM systems</p><p>• Escalate complex issues to internal teams</p><p>• Identify service trends and improvement opportunities</p><p><br></p>
<p>.We are seeking a customer-focused Account Specialist to serve as the primary contact for a portfolio of customer accounts. In this role, you'll partner closely with sales, operations, production, and accounting teams to ensure orders are processed accurately, delivered on time, and supported with exceptional customer service.</p><p>This position is ideal for someone who enjoys building relationships, solving problems, and coordinating across multiple departments in a fast-paced manufacturing environment.</p><p>What You'll Do</p><ul><li>Serve as the main point of contact for assigned customer accounts.</li><li>Prepare quotes, enter orders, process order changes, and provide timely status updates.</li><li>Coordinate with operations and production teams to confirm lead times and delivery schedules.</li><li>Support the sales team by verifying pricing, product specifications, and order details.</li><li>Track and resolve customer inquiries, complaints, and returns.</li><li>Monitor open orders and proactively communicate potential issues before they impact customers.</li><li>Maintain accurate customer records and account documentation.</li><li>Manage customer procurement portals, including order, pricing, and invoice uploads.</li><li>Partner with accounting on billing inquiries and credit-related matters.</li><li>Assist with logistics and shipping coordination as needed.</li><li>Provide coverage and support for team members during peak workloads or absences.</li></ul><p>Growth Opportunity</p><p>Successful Account Specialists often evolve into trusted business partners for both customers and internal teams. As you develop knowledge of customer operations, products, and purchasing trends, you'll have opportunities to:</p><ul><li>Identify additional products and solutions that support customer needs.</li><li>Recognize purchasing patterns and proactively address changing requirements.</li><li>Build strong customer relationships and become a valued resource and advisor.</li><li>Contribute to customer retention and long-term account growth.</li></ul><p><br></p>
We are looking for a Customer Satisfaction Representative to join our industrial team in Gardena, California in a Contract to Permanent role. This position supports customers, manufacturer representatives, and dealer or distributor partners by delivering product guidance, service support, and responsive communication throughout the sales and order process. The ideal candidate is comfortable balancing inbound service needs with proactive outreach, while helping strengthen customer relationships and supporting sales growth.<br><br>Responsibilities:<br>• Provide product guidance and practical recommendations to customers and sales partners based on application needs and business objectives.<br>• Communicate updates related to order timing, production status, shipping expectations, and service matters to ensure customers remain informed.<br>• Monitor outstanding quotations and conduct follow-up outreach to help move opportunities toward confirmed purchase orders.<br>• Assist with lead handling activities and contribute to prospecting efforts that support new customer development.<br>• Make outbound calls to identify business opportunities, re-engage prospects, and expand revenue within assigned markets.<br>• Coordinate return requests for the designated territory and help resolve related service concerns in a timely manner.<br>• Address elevated service issues from representatives, customers, and internal team members, involving leadership when further support is needed.<br>• Identify practical ideas that improve collaboration between the factory, representatives, and dealer or distributor network while helping reduce avoidable service-related costs.<br>• Use standard business software and database tools to document activity, manage customer information, and support daily service operations.
<p>We are looking for a Client Services Specialist to support event-related client interactions and deliver a high standard of service for attendees, exhibitors, and internal teams. This is a Contract position with an initial 12-week assignment and potential for longer-term opportunity. The person in this role will help ensure event information is accurate, customer questions are resolved efficiently, and service processes are continuously improved to create a strong overall experience.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.</p><p>• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.</p><p>• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.</p><p>• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.</p><p>• Process and update registrations across various event systems with a high level of accuracy and attention to detail.</p><p>• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.</p><p>• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.</p><p>• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.</p><p>• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.</p>
<p>We are looking for a Client Services Specialist to support event operations and deliver a high-quality experience for attendees, exhibitors, and internal teams in Las Vegas, Nevada. This Contract position offers the opportunity to coordinate service activities across multiple events, handle inquiries with professionalism, and help improve how information and support are delivered. The ideal candidate brings a strong customer-focused mindset, excellent communication skills, and the ability to manage event-related details in both office and onsite environments.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for attendee, exhibitor, and staff questions, providing timely follow-up and seeing issues through to completion.</p><p>• Review event websites and registration-related content to confirm accuracy, usability, and alignment with event needs for both internal and external users.</p><p>• Investigate service concerns, identify root causes, and implement practical solutions that improve the overall customer experience.</p><p>• Work closely with internal departments and external partners to introduce service improvements and strengthen event support processes.</p><p>• Manage registrations across multiple platforms with precision, ensuring records are complete and information is entered correctly.</p><p>• Track exhibitor timelines, deliver status updates through appropriate communication channels, and keep stakeholders informed of important milestones.</p><p>• Coordinate with operations teams to prepare pricing materials and support the development of competitive event-related service packages.</p><p>• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.</p><p>• Travel to conferences, trade shows, vendor meetings, and client locations as needed to provide onsite support for event activities.</p>
<p>We are looking for a Client Services Specialist to support event participants, exhibitors, and internal teams by delivering responsive, high-quality service throughout the event lifecycle. This is a Contract position based in Irving, Texas offering an initial 12-week assignment with potential for longer-term opportunity. The person in this role will help ensure registration, exhibitor services, and event communications run smoothly while contributing ideas that strengthen the overall customer experience.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.</p><p>• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.</p><p>• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.</p><p>• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.</p><p>• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.</p><p>• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.</p><p>• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.</p><p>• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.</p><p>• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.</p><p>• Take on additional assignments that support team objectives and evolving business needs.</p>
<p>We are looking for a Client Services Specialist to join a financial services team in Reno, Nevada. This position blends client-facing administrative support with behind-the-scenes planning coordination, making it ideal for someone who is organized, thorough, and comfortable managing multiple priorities. The role will support advisors through account administration, meeting coordination, client communication, and financial planning preparation while helping deliver a strong client experience in a collaborative team setting. </p><p> </p><p>Responsibilities: </p><p>• Coordinate client appointments, manage calendars, and prepare materials needed for advisor meetings. </p><p>• Support the development of financial planning documents by organizing client information and assisting with retirement and planning projections. </p><p>• Review and interpret client financial details to help advisors prepare informed planning recommendations. </p><p>• Assist with account setup, maintenance activities, and onboarding tasks while ensuring required forms are completed accurately. </p><p>• Process service requests such as asset transfers, distributions, and other account-related documentation in a timely manner. </p><p>• Respond to client inquiries by phone and email, providing clear updates and addressing routine service needs.</p><p> • Examine insurance, tax, and estate-related documents to help organize planning files for advisor review. </p><p>• Conduct investment and portfolio-related research to support internal planning discussions and follow up on next steps after client meetings.</p>
We are looking for a Client Services Specialist to support event operations and deliver a high-quality experience for attendees, exhibitors, and internal teams in Irving, Texas. This is a Contract position with an initial 12-week term and the potential to transition into a longer-term opportunity. The person in this role will serve as a key point of contact, helping coordinate event-related services, resolve questions efficiently, and improve communication across multiple programs and live events.<br><br>Responsibilities:<br>• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.<br>• Review event-related web content regularly to confirm information is accurate, easy to navigate, and aligned with program needs.<br>• Troubleshoot registration and service-related concerns by identifying root causes and applying practical solutions.<br>• Work closely with internal departments and external partners to introduce service improvements that strengthen the overall event experience.<br>• Process and update registrations across multiple platforms with a high level of accuracy and attention to detail.<br>• Track exhibitor timelines, service needs, and communications to keep deliverables organized and stakeholders informed.<br>• Coordinate with operations teams to prepare exhibitor pricing materials and support rate structure planning.<br>• Create and maintain exhibitor service documentation, including vendor details, service options, and booth compliance guidelines for assigned events.<br>• Travel as needed to conferences, trade shows, client locations, and vendor meetings to support event execution.<br>• Contribute to additional event and client service activities as business needs evolve.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Oversee assigned customer accounts throughout the full order lifecycle, from order entry and confirmation to shipment coordination and completion.</p><p>• Enter, update, and maintain order information across ERP tools, customer-facing portals, and related account management systems.</p><p>• Track inventory levels, open orders, and delivery schedules to spot potential issues early and help prevent service disruptions.</p><p>• Resolve account concerns such as shipment exceptions, product returns, credit requests, claims, and order discrepancies in a timely manner.</p><p>• Work closely with carriers and internal partners to arrange shipments, replacements, return activity, and required transportation documents.</p><p>• Keep customers informed about product availability, expected turnaround times, and any changes that may affect delivery commitments.</p><p>• Maintain accurate account records, including shipping preferences, routing details, and customer-specific instructions.</p><p>• Build and analyze Excel reports, including pivot table summaries, to monitor orders, inventory activity, backorders, and shipment performance.</p><p>• Partner with Sales, Operations, Production, Logistics, Accounting, and IT to support efficient and accurate fulfillment.</p><p>• Recommend practical process improvements while maintaining strong attention to detail and accountability across assigned accounts.</p>
We are looking for a Customer Support Account Specialist to support key customer accounts in Rockleigh, New Jersey within the high-tech electronics industry. This Long-term Contract position focuses on delivering responsive account support across the full sales cycle, helping customers and internal teams navigate order activity, service needs, and issue resolution. The ideal candidate is comfortable managing complex account requests, communicating across departments, and ensuring a consistent customer experience from inquiry through fulfillment.<br><br>Responsibilities:<br>• Build and sustain strong working relationships with major customer accounts while serving as a reliable point of contact for sales and support needs.<br>• Manage escalated account concerns and coordinate timely resolutions related to orders, returns, shipment status, and logistics matters.<br>• Provide day-to-day support before and after the sale by partnering with customers and sales teams to keep account activity moving efficiently.<br>• Investigate order delays, rush requests, tracking questions, and shipping updates, and adjust order details when business needs change.<br>• Review and maintain account information in company databases, monitor key data points, and prepare reports for customers and internal stakeholders.<br>• Identify practical solutions to moderately complex service challenges to help maintain smooth account operations and customer satisfaction.<br>• Communicate with cross-functional teams including fulfillment, production, shipping, finance, technical support, and client-facing groups to resolve issues effectively.<br>• Represent the organization at trade shows and industry events as needed to support customer engagement and business objectives.