<p>We are seeking a friendly, professional, and patient-focused Medical Customer Service Representative to join our an established healthcare practice in Ithaca, NY. In this role, you will serve as the primary point of contact for patients, providing exceptional customer service while assisting with scheduling, insurance verification, appointment coordination, and general administrative support. The ideal candidate is organized, detail-oriented, and able to thrive in a fast-paced healthcare environment.</p><p><br></p><p>Answer incoming calls and respond to patient inquiries in a professional and timely manner.</p><p>Schedule, reschedule, and confirm patient appointments.</p><p>Verify patient demographic and insurance information.</p><p>Assist patients with questions regarding services, billing, and office policies.</p><p>Maintain accurate patient records and documentation within electronic health record (EHR) systems.</p><p>Coordinate with providers, clinical staff, and insurance companies to ensure seamless patient care.</p><p>Process referrals, authorizations, and medical record requests as needed.</p><p>Handle sensitive and confidential information in compliance with HIPAA regulations.</p><p>Resolve patient concerns and escalate issues when appropriate.</p><p>Perform additional administrative and customer service duties as assigned.</p>
<p>We are seeking a friendly, professional, and patient-focused Medical Customer Service Representative to join our an established healthcare practice in Cortland, NY. In this role, you will serve as the primary point of contact for patients, providing exceptional customer service while assisting with scheduling, insurance verification, appointment coordination, and general administrative support. The ideal candidate is organized, detail-oriented, and able to thrive in a fast-paced healthcare environment.</p><p><br></p><p>Answer incoming calls and respond to patient inquiries in a professional and timely manner.</p><p>Schedule, reschedule, and confirm patient appointments.</p><p>Verify patient demographic and insurance information.</p><p>Assist patients with questions regarding services, billing, and office policies.</p><p>Maintain accurate patient records and documentation within electronic health record (EHR) systems.</p><p>Coordinate with providers, clinical staff, and insurance companies to ensure seamless patient care.</p><p>Process referrals, authorizations, and medical record requests as needed.</p><p>Handle sensitive and confidential information in compliance with HIPAA regulations.</p><p>Resolve patient concerns and escalate issues when appropriate.</p><p>Perform additional administrative and customer service duties as assigned.</p>
<p>We are seeking a friendly, professional, and patient-focused Medical Customer Service Representative to join our an established healthcare practice in Vestal, NY. In this role, you will serve as the primary point of contact for patients, providing exceptional customer service while assisting with scheduling, insurance verification, appointment coordination, and general administrative support. The ideal candidate is organized, detail-oriented, and able to thrive in a fast-paced healthcare environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Answer incoming calls and respond to patient inquiries in a professional and timely manner.</li><li>Schedule, reschedule, and confirm patient appointments.</li><li>Verify patient demographic and insurance information.</li><li>Assist patients with questions regarding services, billing, and office policies.</li><li>Maintain accurate patient records and documentation within electronic health record (EHR) systems.</li><li>Coordinate with providers, clinical staff, and insurance companies to ensure seamless patient care.</li><li>Process referrals, authorizations, and medical record requests as needed.</li><li>Handle sensitive and confidential information in compliance with HIPAA regulations.</li><li>Resolve patient concerns and escalate issues when appropriate.</li><li>Perform additional administrative and customer service duties as assigned.</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>
<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 <strong>Patient Service Rep</strong> to support patient registration and front-end administrative operations for a healthcare setting in Pennsylvania. This contract position is ideal for someone who can balance patient-facing service with accurate scheduling, documentation, and submission tasks in a fast-paced onsite environment. The role requires strong attention to compliance standards, comfort working with Epic and ProFile systems, and the ability to coordinate time-sensitive activities with professionalism and care.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Welcome patients and guide them through registration, appointment check-in, and required intake documentation with accuracy and professionalism.</p><p>• Coordinate appointment scheduling and related follow-up activities while maintaining organized calendars and timely updates.</p><p>• Enter, review, and maintain patient information in Epic Software and ProFile to support accurate records and efficient office workflow.</p><p>• Process required submissions and administrative documentation in alignment with established healthcare and compliance procedures.</p><p>• Support onsite patient service operations by responding to questions, directing individuals appropriately, and helping resolve routine registration issues.</p><p>• Assist with administrative steps related to required candidate screening and ensure all related records are completed and handled correctly.</p><p>• Monitor time-sensitive tasks using scheduling and time-management tools, including About Time, to help keep daily operations on track.</p><p>• Participate in training activities and apply updated processes, system knowledge, and service expectations to daily work.</p>
<p>We are looking for a compassionate Customer Service Representative/Helpline Counselor to support individuals who may be experiencing emotional distress and urgent personal challenges in Miami, Florida. This Long-term Contract position is well suited for someone with a background in behavioral health, psychology, or a related medical field who can communicate with empathy and professionalism. The role focuses on delivering thoughtful assistance, gathering accurate information, and helping connect callers with appropriate support while maintaining composure in sensitive situations.</p><p><br></p><p>Responsibilities:</p><p>• Respond to inbound calls from individuals seeking support, using active listening and a calm, respectful approach throughout each interaction.</p><p>• Communicate clearly in both Creole and English to assist callers effectively and reduce barriers to care or guidance.</p><p>• Document call details, service needs, and relevant outcomes with accuracy to support proper follow-up and recordkeeping.</p><p>• Provide crisis-focused customer support by assessing immediate concerns and directing individuals to appropriate resources or next steps.</p><p>• Handle emotionally sensitive conversations with discretion, empathy, and sound judgment in high-pressure situations.</p><p>• Coordinate with internal teams or partner services when additional assistance, escalation, or continuity of care is needed.</p><p>• Complete training related to suicide prevention, crisis response, and supportive intervention methods as required for the position.</p><p>• Support day-to-day contact center operations by maintaining service standards, managing call volume, and performing related data entry tasks.</p>
We are looking for a bilingual customer service team member to join a fast-moving team in Long Island City, New York. This Contract to permanent position centers on in-person support at a walk-up service window, where you will assist customers while also contributing to operational tasks and data review. The ideal candidate is confident working directly with people, comfortable handling spreadsheets and analysis, and motivated to identify ways to improve daily processes.<br><br>Responsibilities:<br>• Deliver detail-oriented in-person assistance to drivers and other customers at a walk-up service window in Long Island City, New York.<br>• Review service and operational information in Excel to spot patterns, summarize findings, and support informed decisions.<br>• Maintain accurate records and complete documentation related to daily service activities and operational workflows.<br>• Investigate chargeback-related questions and help coordinate timely follow-up and resolution when needed.<br>• Recommend practical improvements that enhance service quality, efficiency, and day-to-day operations.<br>• Collaborate closely with a small on-site team to ensure smooth customer support in a high-traffic environment.<br>• Learn internal procedures and become a reliable resource for questions tied to customer service and operational support.<br>• Provide assistance during onboarding and knowledge transfer activities to support continuity within the role.
<p>We are looking for a Customer Service Representative to join a mission-driven non-profit organization in Lorain, Ohio. This on-site opportunity is a contract position, designed for someone who brings strong customer support experience, sound judgment, and a compassionate approach when assisting community members. The person in this role will help applicants navigate services, manage required documentation, and keep records organized and secure while contributing to a responsive and well-organized office environment.</p><p><br></p><p>Responsibilities:</p><p>• Assist clients with the application process by explaining next steps, gathering required information, and ensuring submissions are completed accurately.</p><p>• Review documents for completeness and accuracy, follow up on missing items, and maintain records in accordance with agency guidelines and confidentiality standards.</p><p>• Respond to inbound questions by phone, in person, and through virtual interactions, providing clear and courteous service to applicants and community members.</p><p>• Conduct applicant interviews, coordinate appointment scheduling, and help keep daily workflows moving efficiently.</p><p>• Enter and update case or client information in internal systems with a high level of precision and attention to detail.</p><p>• Identify issues that may delay processing, communicate concerns promptly, and support timely resolution of client service matters.</p><p>• Perform general administrative support such as typing correspondence, handling mail, organizing files, and operating standard office equipment.</p><p>• Participate in training activities and follow established procedures to support consistent service delivery across the office.</p>
<p>We are looking for a Spanish Bilingual Customer Service Representative to join a manufacturing team in Minnesota. This long term contract-to-permanent position is ideal for someone who enjoys helping customers, solving product-related questions, and working in a fast-paced technical environment. The person in this role will support customers by identifying appropriate tooling options, addressing inquiries with professionalism, and partnering with internal and external teams to deliver strong service.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries by phone and email, providing timely support and clear guidance on product and tooling-related questions.</p><p>• Evaluate customer drawings, specifications, and application details to recommend solutions that align with operational needs.</p><p>• Enter and manage orders accurately while maintaining complete and organized customer information in company systems.</p><p>• Explain technical product information in a way that customers can easily understand and apply to their manufacturing processes.</p><p>• Work closely with colleagues, sales representatives, designers, and distribution partners to coordinate service and resolve issues efficiently.</p><p>• Support both inbound and outbound customer communication to strengthen relationships and ensure follow-up on open requests.</p><p>• Assist in resolving customer concerns by identifying practical options and helping guide them toward the best available solution.</p><p>• Contribute to additional service and administrative tasks as directed by leadership to support team goals.</p>
<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><strong>More than customer service — become the person clients remember.</strong></p><p>A well-established North County organization is adding a Customer Experience & Client Services Specialist to its growing team. This opportunity is ideal for someone who enjoys building relationships, solving problems, and keeping customers informed from the first interaction through final resolution.</p><p>The company is looking for someone who can balance a friendly, approachable communication style with strong follow-through and organization. You'll be working with customers, internal departments, and operations teams to coordinate requests, resolve issues, and make sure nothing falls through the cracks. This is a great fit for someone who enjoys a fast-moving office environment and wants a position that offers variety throughout the day. </p><p><br></p><p>The ideal candidate is confident on the phone, comfortable managing a busy inbox, and knows how to turn a frustrated customer interaction into a productive conversation. You'll have ownership over customer requests rather than simply transferring calls or passing issues along.</p><p><br></p><p><strong>What you'll be doing:</strong></p><ul><li>Serve as a primary point of contact for incoming customer calls, emails, and service inquiries.</li><li>Respond to questions regarding orders, account information, scheduling, billing, and service updates.</li><li>Enter customer requests, orders, and account changes into internal systems.</li><li>Monitor open cases and follow up with internal departments to ensure timely resolution.</li><li>Coordinate service appointments, deliveries, customer requests, and scheduling changes.</li><li>Investigate discrepancies and communicate solutions in a clear, professional manner.</li><li>Maintain accurate customer records, notes, and correspondence.</li><li>Assist with invoice questions, payment follow-ups, and basic account reconciliation.</li><li>Prepare daily activity reports and communicate recurring customer concerns to management.</li><li>Work closely with sales, operations, and administrative teams to improve the overall customer experience.</li></ul>
<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>
<p>Our client is looking for an Administrative Customer Support Specialist for a temporary 6-8 week assignment in Mount Pleasant, PA. This position is heavily focused on administrative and clerical support, with customer service and basic accounting responsibilities. The ideal candidate is organized, detail-oriented, and comfortable managing a variety of office tasks in a fast-paced environment.</p><p><br></p><p>Location: Mount Pleasant, PA</p><p> Duration: Temporary (6-8 Weeks)</p><p> Pay: $20-21/hour</p><p> Hours: 7:30 AM or 8:00 AM start, ending at 4:30 PM or 5:00 PM</p><p><br></p><p>Responsibilities:</p><p><br></p><p>Provide administrative support to the office, including data entry, filing, record maintenance, and document preparation.</p><p>Answer incoming phone calls and respond to customer inquiries in a professional and timely manner.</p><p>Process orders, invoices, and other customer-related documentation.</p><p>Assist with accounts payable and accounts receivable functions, including invoice entry, payment tracking, and account reconciliation support.</p><p>Maintain accurate customer, vendor, and financial records within company systems.</p><p>Support scheduling, correspondence, and general office coordination activities.</p><p>Collaborate with internal teams to ensure timely resolution of customer and administrative requests.</p><p>Perform other clerical and office support duties as needed.</p><p><br></p><p><br></p>
<p>We are seeking a customer-focused and detail-oriented Insurance Call Center Representative to support policyholders, answer insurance-related inquiries, and provide exceptional service in a fast-paced call center environment. This individual will serve as a primary point of contact for customers, assisting with policy questions, account updates, claims inquiries, and general insurance needs while ensuring accurate documentation and timely resolution. The ideal candidate has strong communication skills, a professional phone presence, and the ability to navigate multiple systems while delivering a positive customer experience.</p><p><br></p><p>Key Responsibilities</p><ul><li>Handle a high volume of inbound and outbound calls from policyholders, prospective customers, and other insurance-related contacts.</li><li>Respond to inquiries regarding insurance policies, coverage details, billing, payments, claims status, and account information.</li><li>Provide accurate information and guidance while adhering to company policies, procedures, and applicable regulations.</li><li>Assist customers with policy updates, personal information changes, payment processing, and other account maintenance requests.</li><li>Document customer interactions, inquiries, and resolutions accurately in the customer relationship management (CRM) system.</li><li>Research and resolve customer concerns, escalating complex issues to the appropriate department when necessary.</li><li>Deliver professional, empathetic, and solutions-oriented customer service, particularly when handling sensitive or stressful situations.</li><li>Navigate multiple software platforms simultaneously while maintaining accuracy and efficiency.</li><li>Meet established performance metrics, including call quality, customer satisfaction, productivity, and attendance.</li><li>Follow established scripts, quality assurance guidelines, data privacy requirements, and compliance procedures.</li><li>Collaborate with team members and supervisors to improve service delivery and customer satisfaction.</li><li>Participate in ongoing training related to insurance products, systems, and customer service best practices.</li></ul><p><br></p>
<p>Position Overview</p><p>Our client, a professional services organization, is seeking a Call Center Agent to support daily operations and deliver a positive customer experience. This individual will handle incoming calls, respond to inquiries, provide accurate information, and direct customers to the appropriate departments or resources. The ideal candidate is professional, personable, and comfortable managing a high volume of calls in a fast-paced environment.</p><p>Key Responsibilities</p><ul><li>Answer incoming calls and respond to customer inquiries in a professional and timely manner.</li><li>Provide information regarding company services, processes, and general inquiries.</li><li>Route calls to the appropriate departments or team members and ensure proper follow-up.</li><li>Document customer interactions, update records, and maintain accurate information in internal systems.</li><li>Resolve routine questions and concerns while escalating more complex issues as needed.</li><li>Manage a high volume of calls while maintaining quality service and attention to detail.</li><li>Assist with scheduling, appointment coordination, and other administrative tasks as needed.</li><li>Follow established procedures and maintain confidentiality when handling customer information.</li></ul><p><br></p>
<p><strong>Customer Service Lead</strong></p><p>Coxsackie, NY | Contract Opportunity</p><p><br></p><p>Are you a customer service professional who loves creating order from chaos, improving processes, and leading by example? We're partnering with a growing manufacturing organization in Coxsackie, NY seeking a Customer Service Lead who can elevate the customer experience while helping shape the future of the department.</p><p><br></p><p>This is more than a traditional customer service role. You'll serve as a key resource for customers, collaborate across multiple departments, streamline processes, develop standard operating procedures, and help build a customer service function that is efficient, responsive, and best-in-class. If you're someone who thrives in a fast-paced environment, enjoys solving problems, and is excited by the opportunity to make a lasting impact, we'd love to hear from you.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><p><strong>Lead Process Improvement & Team Development</strong></p><ul><li>Develop and maintain Standard Operating Procedures (SOPs) to create consistency, efficiency, and scalability.</li><li>Evaluate and modernize current customer service processes, workflows, and strategies.</li><li>Identify opportunities for continuous improvement and implement solutions that enhance service quality and operational performance.</li><li>Help establish best practices and support the ongoing growth of the customer service function.</li></ul><p><strong>Deliver an Exceptional Customer Experience</strong></p><ul><li>Become a trusted product resource and assist customers with product applications, order quantities, and related inquiries.</li><li>Respond promptly and professionally to customer requests while ensuring a high level of service and satisfaction.</li><li>Manage customer orders from entry through fulfillment, verifying pricing, shipping instructions, warehouse selection, and delivery requirements.</li><li>Prepare quotations, samples, and other customer requests accurately and efficiently.</li></ul><p><strong>Drive Operational Excellence</strong></p><ul><li>Partner closely with sales, operations, production, shipping, and warehouse teams to ensure customer expectations are met.</li><li>Monitor daily customer service and shipping activity, proactively identifying and resolving issues.</li><li>Track customer concerns, order discrepancies, and service trends while maintaining detailed documentation.</li><li>Ensure accuracy, accountability, and responsiveness across all customer-facing processes.</li></ul>
<p><strong>Robert Half</strong> is seeking a motivated <strong>Entry Level Customer Service Representative</strong> for a growing logistics company. This opportunity is ideal for someone who is early in their career and looking for a company where they can learn, develop and grow over time.</p><p>Candidates with experience in the <strong>service industry</strong> are encouraged to apply, including those with backgrounds in <strong>bartending, restaurant service, hospitality, retail or other fast-paced customer-facing roles</strong>. If you enjoy helping people, solving problems and delivering excellent service, this could be a strong next step in your career.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide professional and timely customer support by phone, email and internal systems</li><li>Respond to inquiries related to orders, shipments, delivery updates and service issues</li><li>Track shipments and communicate status updates to customers</li><li>Enter and maintain accurate customer and order information in company systems</li><li>Partner with internal teams, including operations and logistics staff, to resolve issues</li><li>Escalate complex customer concerns when appropriate</li><li>Maintain a high level of professionalism and customer care in a fast-paced environment</li><li>Support additional administrative and customer service tasks as needed</li></ul><p><br></p><p><br></p>
<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>.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>
<p>We are looking for a customer-focused Customer Account Specialist to support order management and client communication for in the greater Vancouver area. 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, clear communication, and the ability to manage changing priorities in a fast-paced service environment.</p><p><br></p><p>Responsibilities:</p><p>• Guide customer orders through the full fulfillment process, ensuring each stage is handled accurately and completed on schedule.</p><p>• Prepare and update quotes, enter orders, maintain product setup details, and document customer interactions and status changes in company records.</p><p>• Communicate proactively with assigned accounts to answer questions, resolve concerns, and provide meaningful updates on order progress.</p><p>• Partner with teams across manufacturing, quality, purchasing, engineering, and finance to remove delays and support timely delivery commitments.</p><p>• Build strong working knowledge of product lines and internal processes so you can provide customers with reliable information and recommendations.</p><p>• Review order activity and demand patterns to help anticipate customer needs and support inventory, purchasing, or production planning.</p><p>• Monitor open items, changing deadlines, and recovery dates while adjusting priorities to keep service levels high.</p><p>• Identify recurring customer issues, market signals, and account trends, then share insights that may improve service quality or support business growth.</p><p>• Contribute ideas and practical improvements that strengthen team efficiency, consistency, and overall customer experience.</p><p>• Take on additional related tasks as needed to support account service and fulfillment operations.</p>
<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>✨ Client Service Associate</p><p>📍 San Carlos, CA (Hybrid)</p><p>🏢 Established Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>Join a growing advisory team in a hybrid client service role supporting both wealth management operations and insurance-related client needs. This opportunity requires strong client service experience and insurance expertise, with an eagerness to develop it in a collaborative, growth-focused environment. An excellent opportunity for a highly organized, client-focused professional who enjoys building relationships, managing complex workflows, and contributing to a collaborative, growth-oriented team.</p><p><br></p><p><strong>The Role</strong></p><p>The Client Service Associate will serve as a primary point of contact for clients while managing a variety of operational, administrative, and insurance servicing responsibilities. The role combines traditional wealth management client service functions with insurance case management and planning support, offering broad exposure across advisory operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage client account servicing, including account openings, beneficiary updates, money movement requests, rollovers, and account maintenance.</li><li>Support life insurance and annuity operations, including application processing, underwriting coordination, carrier communication, policy servicing, and contract delivery.</li><li>Serve as a primary contact for client inquiries and service requests via phone, email, and virtual meetings.</li><li>Maintain accurate client records, workflows, and activity tracking within CRM and planning systems.</li><li>Coordinate with custodians, insurance carriers, and internal team members to ensure timely execution of client requests.</li><li>Track compliance-related activities, documentation, and operational processes.</li><li>Assist with financial planning support, client onboarding, data gathering, and plan preparation.</li><li>Manage advisor scheduling and client meeting coordination.</li><li>Support referral tracking, marketing initiatives, and client engagement efforts.</li><li>Assist with special projects and operational improvements as needed.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>