<p>We are looking for a detail-oriented and organized Receptionist on a contract basis in Santa Barbara, California. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth day-to-day operations in a dynamic environment. This position requires an individual with excellent communication skills and the ability to multitask efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Manage a multi-line phone system, directing calls and messages to the appropriate departments.</p><p>• Greet and assist visitors, ensuring a welcoming and detail-oriented atmosphere.</p><p>• Perform accurate data entry to maintain records and documentation.</p><p>• Handle email correspondence with clients and internal teams in a timely manner.</p><p>• Organize and maintain files to ensure easy accessibility and confidentiality.</p><p>• Schedule appointments and coordinate calendars for staff members.</p><p>• Utilize Microsoft Word, Excel, and Outlook for various administrative tasks.</p><p>• Provide exceptional customer service to address inquiries and resolve concerns.</p><p>• Collaborate with team members to support office operations and special projects.</p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Jupiter, Florida. In this role, you will be responsible for providing exceptional support to utility customers, ensuring their inquiries are handled efficiently and professionally. This position offers an excellent opportunity to gain experience in customer service, call center operations, and accounts receivable.<br><br>Responsibilities:<br>• Provide outstanding customer service to utility customers by addressing inquiries, resolving issues, and ensuring satisfaction.<br>• Process payments accurately and efficiently while maintaining detailed records of transactions.<br>• Generate utility bills and manage account updates to ensure accuracy and compliance.<br>• Handle inbound and outbound calls with professionalism and courtesy.<br>• Maintain and update utility accounts, ensuring all information is current and accurate.<br>• Process and review documentation related to utility services and payments.<br>• Collaborate with team members to complete special projects and assignments as needed.<br>• Utilize order entry systems to input and manage customer data effectively.<br>• Support accounts receivable functions with attention to detail and accuracy.
<p>The Receptionist will serve as the first point of contact for visitors and callers, providing a warm and professional welcome to all. This role requires excellent communication and interpersonal skills, a high level of organization, and the ability to handle multiple tasks efficiently. The ideal candidate will be personable, detail-oriented, and capable of creating a positive first impression.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and friendly manner.</li><li>Answer and direct phone calls to the appropriate staff members.</li><li>Manage the reception area, ensuring it is clean, organized, and presentable.</li><li>Receive and distribute mail, packages, and deliveries.</li><li>Assist with scheduling appointments and meetings.</li><li>Maintain visitor logs and issue visitor badges.</li><li>Provide general administrative support, including data entry, filing, and photocopying.</li><li>Respond to inquiries and provide information about the company.</li><li>Assist with special projects and other duties as assigned.</li></ul>
<p>We have partnered with a thriving, manufacturer on their search for an organized Sales Support Coordinator with strong administrative skills. As the Sales Support Coordinator, you will handle tasks such as: preparing reports, assisting the sales team on leads, researching product pricing, handling administrative duties, preparing sales presentations/proposals/contracts, coordinating the ordering process workflow, and manage the communication channels between internal departments. The ideal candidate for this role should have an intense passion for client satisfaction, advanced multi-tasking capabilities, superb customer service skills and a strong drive for problem-solving.</p><p><br></p><p>What you get to do everyday</p><p>· Provide administrative support to sales team</p><p>· Fulfill customer inquiries</p><p>· Serve as liaison between sales team, clients, and internal departments</p><p>· Manage and update customer accounts and CRM systems</p><p>· Resolve pricing issues/errors</p><p>· Build strong customer relationships</p><p>· Review and analyze customer feedback</p><p>· Track sales leads, monitor progress, and ensure follow-up</p><p>· Provide customer quotes and pricing</p><p>· Troubleshoot data performance inquiries</p>
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Indianapolis, Indiana. This position plays a key role in delivering exceptional service to our customers while supporting business operations. As part of a non-profit organization, you will have the opportunity to make a meaningful impact while working in a dynamic, collaborative environment. This is a Long-term Contract position.<br><br>Responsibilities:<br>• Handle a wide range of customer service tasks, including responding to inquiries and resolving issues efficiently and effectively.<br>• Process integrated and non-integrated orders accurately, ensuring customer satisfaction and addressing errors promptly.<br>• Prepare and deliver monthly reports to management, providing accurate data and insights.<br>• Collaborate with freight carriers to file claims for damaged or lost goods, ensuring cost recovery.<br>• Utilize various software tools, including Salesforce, Microsoft Word, Excel, and Gmail, to manage daily tasks effectively.<br>• Maintain up-to-date knowledge of organizational products and services to address customer needs and provide effective solutions.<br>• Ensure department files and records are organized and current, adhering to best practices.<br>• Communicate effectively with customers, colleagues, and stakeholders, fostering positive relationships.<br>• Suggest and implement process improvements to enhance customer service operations.<br>• Handle sensitive data and information with discretion and confidentiality.
We are looking for a detail-oriented and friendly Receptionist to join our team in Uniondale, New York. This contract position requires someone with excellent communication skills and the ability to manage multi-line phone systems effectively. As the first point of contact for our organization, you will play a vital role in ensuring smooth operations and providing exceptional service to guests and callers.<br><br>Responsibilities:<br>• Greet visitors and guests warmly, ensuring a welcoming environment.<br>• Manage a multi-line phone system, including answering, transferring, and directing calls efficiently.<br>• Handle inbound calls with care, addressing inquiries or directing them to the appropriate departments.<br>• Maintain a clean and organized reception area to provide a positive first impression.<br>• Assist in administrative tasks such as scheduling and record-keeping.<br>• Monitor and respond to emails or messages related to reception duties.<br>• Support team members with various front-desk operations as needed.<br>• Ensure confidentiality and discretion when handling sensitive information.<br>• Coordinate with other departments to manage visitor appointments and meeting schedules.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. </p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working closely with founders, investors, and multi‑generational families to deliver tailored wealth strategies, portfolio management, and family office services. You’ll join a low-turnover, collaborative team that values your growth, offers full remote flexibility, excellent benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Own the full client experience, from onboarding to reporting and money movement</li><li>Coordinate wires, funding requests, and daily operations with precision</li><li>Support client foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines, keeping everything on schedule</li><li>Partner with internal teams and external providers to ensure smooth operations</li><li>Review and finalize investment reports</li><li>Communicate with professionalism, discretion, and polish</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a top notch, professional<strong> Sr. Customer Service Representative </strong>to join the team on a <strong>CONTRACT TO HIRE </strong>basis. This role involves providing support through phone and email communication for a website and related services, handling order fulfillment, managing customer data, and offering assistance with events such as conferences and trainings. The position requires both technical knowledge and strong interpersonal skills to effectively address customer needs, foster positive relationships, and ensure satisfaction.</p><p><br></p><p><strong>Customer Service:</strong></p><ul><li>Act as the first point of contact for customers via phone, email, or in-person interactions, resolving issues or escalating concerns as needed.</li><li>Develop a thorough understanding of the organization’s website, services, and processes.</li><li>Monitor customer accounts and take necessary actions proactively.</li><li>Deliver exceptional customer service to maintain positive client relationships.</li><li>Utilize software tools such as MS Outlook 365, Zoom Phones, Zoom Meetings, and Zoom Contact Center to manage customer requests.</li><li>Collect customer feedback and report key insights to leadership for improving services.</li><li>Exhibit empathy and active listening in interpreting customer needs.</li><li>Provide guidance to customers regarding products and services that may benefit them.</li><li>Stay updated on system, product, and service advancements or upgrades.</li><li>Train and onboard new customer service representatives.</li></ul><p><strong>Orders and Shipments:</strong></p><ul><li>Handle order processing, generate shipping labels, and ensure timely package preparation.</li><li>Create and maintain accurate shipment documentation, including invoices and customs paperwork.</li><li>Track inventory levels to ensure product availability for shipping.</li><li>Perform inventory stocking and assembly of paper-based products for shipping purposes.</li><li>Address customer inquiries regarding shipments, products, or services promptly.</li></ul><p><strong>Additional Responsibilities:</strong></p><ul><li>Assist in creating instructional materials for customers.</li><li>Participate in special projects as assigned.</li><li>Collaborate effectively within a team-oriented environment.</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Durham, North Carolina. In this role, you will provide exceptional support to customers by efficiently managing high volumes of inbound calls and delivering accurate solutions. This is a long-term contract position ideal for professionals with call center experience who excel in communication and problem-solving.<br><br>Responsibilities:<br>• Handle high volumes of inbound customer calls with professionalism and efficiency.<br>• Provide accurate information and resolve customer inquiries in a timely manner.<br>• Maintain detailed records of customer interactions and ensure data entry is precise.<br>• Respond to customer emails and other correspondence with clarity and empathy.<br>• Schedule appointments and manage customer orders using provided systems.<br>• Utilize Microsoft Excel and Word for documentation and reporting purposes.<br>• Support both inbound and outbound communication efforts as needed.<br>• Collaborate with team members to ensure seamless customer service delivery.<br>• Adhere to company policies and protocols while meeting service quality standards.
We are looking for a meticulous and detail-oriented Data Entry Clerk to join our team on a contract basis in Andover, Massachusetts. In this role, you will play a key part in ensuring the accuracy and organization of data within Salesforce, supporting the company’s sales and operational efforts. This is an onsite position that offers a collaborative and focused work environment.<br><br>Responsibilities:<br>• Review existing records in Salesforce to identify and correct outdated or inaccurate information.<br>• Accurately input new data and update existing entries in Salesforce.<br>• Organize and maintain consistent tracking of sales leads within the database.<br>• Ensure data integrity by adhering to established standards and processes.<br>• Collaborate with team members to streamline data entry workflows and improve efficiency.<br>• Perform quality checks to verify the accuracy of entered information.<br>• Manage large volumes of data with attention to detail and timeliness.<br>• Support the team by providing insights on data trends and reliability.<br>• Assist in implementing best practices for database management.
We are looking for a detail-oriented Data Entry Clerk to join our team on a contract basis in Shelton, Connecticut. In this role, you will handle the scanning and entry of information into digital systems, ensuring accuracy and efficiency throughout the process. This position is ideal for candidates who are comfortable working independently and possess strong organizational skills.<br><br>Responsibilities:<br>• Unpack and organize books and materials for scanning and data entry.<br>• Operate scanning equipment to convert physical documents into digital formats.<br>• Accurately input data into spreadsheets and databases using Microsoft Excel.<br>• Verify and cross-check data entries to maintain accuracy.<br>• Maintain organized records and files of scanned and entered data.<br>• Communicate effectively with team members regarding data discrepancies or issues.<br>• Follow established procedures to meet deadlines and project requirements.<br>• Ensure data security and confidentiality during handling and storage.<br>• Report progress and any challenges to supervisors on a regular basis.
<p>We are actively seeking three (3) talented and bilingual Member Services Representatives to join our team on a seasonal full-time basis. With the Annual Enrollment Period (AEP) fast approaching, this is an exciting opportunity to support diverse communities while leveraging your Medicare knowledge and bilingual communication skills. <strong>Active California Life & Health Insurance licensure and AHIP certification are required.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle <strong>inbound</strong> and <strong>outbound calls</strong> to prospective members.</li><li>Present and promote <strong>Medicare Advantage products</strong> per CMS-approved guidelines.</li><li>Conduct needs assessments and cost-benefit analyses to match products to customer needs.</li><li>Complete enrollment processes for members, ensuring accuracy and compliance.</li><li>Schedule <strong>in-person meetings</strong> or event RSVPs for members who prefer alternative enrollment methods.</li><li>Consistently meet or exceed individual <strong>sales goals</strong>.</li><li>Maintain adherence to <strong>HIPAA compliance standards</strong> in all communications regarding client interactions.</li><li>Exhibit cultural sensitivity and maintain professional boundaries with all members.</li><li>Fulfill other duties as assigned, contributing to organizational success during AEP.</li></ul><p><br></p>
<p>Professional Services Receptionist </p><p><br></p><p>Our client, a leading law firm, with an office in downtown hiring is seeking a 5 plus years experienced Receptionist/Office Assistant to help support their office and provide exceptional customer service to clients, guests, and employees. This role is vital to maintaining seamless office operations and fostering strong relationships with attorneys, business professionals, and clients.</p><p>Key Responsibilities:</p><p>Answer and direct telephone calls, check voicemails, and assist with client inquiries.</p><p>Welcome visitors, log their information, and coordinate building access.</p><p>Schedule and maintain conference room reservations and meeting logistics, including food and AV support.</p><p>Assist with local arrangements such as restaurant reservations and transportation needs.</p><p>Maintain a secure and organized reception area and office environment.</p><p>Collaborate with facility management for maintenance requests and building issues.</p><p>Perform administrative tasks and other duties as assigned.</p><p>What You’ll Bring:</p><p>Outstanding communication and organizational skills.</p><p>Proficiency with office technology (e.g., Zoom, scheduling software).</p><p>Ability to manage multiple tasks in a professional environment.</p><p>Commitment to providing excellent customer service.</p><p>The firm offers an excellent pay and benefits. If you are qualified for this position, please email your resume to Director, mala.saraogi@roberthalf[dot][com] for immediate consideration!</p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> San Jose, CA</p><p><strong>Industry:</strong> Financial Services / Investment Advisory</p><p><br></p><p>A rapidly growing investment advisory firm is seeking a detail-oriented and client-focused <strong>Client Service Associate</strong> to join its wealth management team. This is an excellent opportunity for a seasoned professional to advance their career in a collaborative environment that emphasizes education, technology, and continuous improvement.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides a unique learning environment with ongoing training in financial technologies (FactSet, Bloomberg, Morningstar Direct) and compliance processes. Employees receive strong support from a well-established team and gain hands-on experience in client relations, portfolio operations, and investment analysis.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will play a key role in supporting sophisticated clients and ensuring smooth operational execution. This role requires strong organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-touch service to high-net-worth clients</li><li>Process account openings, closures, transfers, and related paperwork</li><li>Prepare and execute trades and client transactions</li><li>Support client meetings with performance reports and investment data</li><li>Maintain accurate client documentation and compliance records</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolio accounts with custodial records</li><li>Provide weekly updates on client pipeline and portfolio needs</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>Supportive team culture focused on growth and development</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>If you’ve ever wanted to combine your administrative skills with the chance to truly make an impact in people’s lives, this opportunity is for you. Our client, a growing <strong>medical services provider in San Marcos</strong>, is seeking a <strong>Customer Service Representative</strong> who will provide compassionate, efficient, and professional support to patients, families, and providers. Healthcare is fast-paced, complex, and often stressful for the people navigating it. Patients rely on a system that is not always easy to understand — insurance claims, authorizations, billing, and appointment scheduling can quickly become overwhelming. That’s why this role is so critical: as a Customer Service Representative, you’ll act as both guide and advocate, helping patients get the answers they need and ensuring they feel cared for from the very first call.</p><p><br></p><p>You’ll work closely with clinical staff, billing teams, and insurance providers to untangle issues and make the process smoother for everyone involved. Every conversation is an opportunity to make a positive difference.</p><p><br></p><p><strong><u>What You’ll Do Every Day</u></strong></p><ul><li>Serve as the first point of contact for patients and providers by phone and email.</li><li>Answer questions related to scheduling, billing, and insurance verification with patience and clarity.</li><li>Research and resolve claims-related issues, including prior authorizations, coding questions, and payment discrepancies.</li><li>Keep detailed, accurate records in the patient management system to ensure smooth communication between departments.</li><li>Partner with clinical and administrative teams to provide timely updates and follow-up to patients.</li><li>Maintain confidentiality while handling sensitive medical and financial information.</li></ul>
<p>We are looking for a dedicated Customer Service Representative in New Holland, Pennsylvania. In this long-term contract role, you will play a vital part in ensuring customer satisfaction by addressing inquiries and resolving service issues. This position offers an opportunity to work in a dynamic environment while supporting key business operations.</p><p><br></p><p>Responsibilities:</p><p>• Handle inbound and outbound calls to address customer inquiries professionally and efficiently.</p><p>• Identify and resolve customer service issues within your designated area of authority.</p><p>• Escalate complex issues outside of your scope to the appropriate department for resolution.</p><p>• Maintain detailed records of all customer interactions and inquiries.</p><p>• Monitor trends in customer service issues and communicate them to support root cause analysis.</p><p>• Perform other duties as assigned by the supervisor to support the team.</p>
<p>We are looking for a dedicated Customer Service Representative to join our team in Elizabeth, New Jersey. This is a contract position, expected to last 6-8 weeks with a possibility of extension. The role requires working onsite, providing vital support in logistics operations, and ensuring smooth coordination of shipments and customer interactions.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate shipment preparation, including creating packing lists and processing purchase orders and Bills of Lading (BOL).</p><p>• Schedule transportation services and monitor the delivery status to ensure timely arrivals.</p><p>• Manage invoicing, order tracking, and inventory using QuickBooks software.</p><p>• Respond to customer inquiries and provide exceptional service to resolve issues efficiently.</p><p>• Handle inbound and outbound calls to support customer needs and logistics operations.</p><p>• Maintain accurate records of transactions and shipping documentation.</p><p>• Collaborate with internal teams to streamline logistics workflows.</p><p>• Demonstrate strong communication skills and adhere to business casual attire in daily interactions.</p><p>• Assist in troubleshooting logistical challenges to ensure seamless operations.</p>
<p>We are looking for a highly organized and personable Receptionist to join our team on a contract basis in Redmond, WA. This role involves creating a welcoming environment for visitors while providing essential administrative support. The ideal candidate will excel in customer service and communication, ensuring smooth front desk operations.</p><p><br></p><p>Responsibilities:</p><p>• Greet and check in visitors upon arrival, ensuring proper registration and adherence to site protocols.</p><p>• Issue visitor badges using the designated system to maintain secure and organized access.</p><p>• Provide assistance to guests by responding to inquiries, offering directions, and addressing general needs.</p><p>• Perform administrative tasks such as data entry, record keeping, and maintaining logs related to visitor activity.</p><p>• Answer inbound calls with attention to detail, directing them to appropriate personnel as needed.</p><p>• Coordinate meeting room setups and ensure the front desk area remains organized and presentable.</p><p>• Maintain a detail-oriented approach while representing the company to guests and visitors.</p><p>• Monitor and enforce security protocols to maintain a safe environment.</p><p>• Utilize basic computer functions and Microsoft tools to support daily operations.</p>
<p><strong>Key Responsibilities:</strong></p><p>· Responsible for account enrollments, ensuring accuracy and timeliness.</p><p>· Handle transaction management, maintaining meticulous records and efficient processes.</p><p>· Provide essential support in billing operations.</p><p>· Perform administrative and project tasks with precision and care.</p><p>· Contribute to optimizing processes and supporting operational goals.</p><p>· Customer service support</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working closely with founders, investors, and multi‑generational families to deliver tailored wealth strategies, portfolio management, and family office services. You’ll join a low-turnover, collaborative team that values your growth, offers full remote flexibility, excellent benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Own the full client experience, from onboarding to reporting and money movement</li><li>Coordinate wires, funding requests, and daily operations with precision</li><li>Support client foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines, keeping everything on schedule</li><li>Partner with internal teams and external providers to ensure smooth operations</li><li>Review and finalize investment reports</li><li>Communicate with professionalism, discretion, and polish</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Robert Half Lexington is looking for an experienced Sr. Customer Service Representative to join a team in Lexington-Fayette, Kentucky. This Contract-to-Permanent position offers an opportunity to work in the hospitality industry, providing exceptional service and solutions for clients. The ideal candidate will excel at managing complex reservations, negotiating contracts, and ensuring customer satisfaction. This is a weekend schedule and 10am-7pm work schedule. Apply today to be considered!</p><p><br></p><p>Responsibilities:</p><p>• Handle long-term reservation requests exceeding 30 nights, ensuring client needs are met with precision and care.</p><p>• Evaluate and select hotel options that align with client guidelines, applying strong decision-making abilities.</p><p>• Conduct negotiations for reservations exceeding 45 nights, adhering to established policies and procedures.</p><p>• Navigate complex scenarios such as limited availability or restricted budgets while achieving target savings for clients.</p><p>• Secure competitive rates, discounts, and agreements with existing and new hotel partners.</p><p>• Analyze hotel industry trends and identify opportunities for client savings and market consolidation.</p><p>• Ensure all reservations meet client specifications regarding budget, amenities, proximity, and preferences.</p><p>• Resolve client and hotel concerns efficiently, including issues related to extensions, early departures, or reservation changes.</p><p>• Collaborate with account management teams to enhance network consolidation and client satisfaction.</p><p>• Participate in scheduled trainings, meetings, and other events as assigned by leadership.</p>
We are looking for a detail-oriented and efficient Sr. Data Entry Clerk to join our team on a short-term contract basis in Cleveland, Ohio. This role involves handling administrative tasks and data entry, ensuring accuracy and timeliness in processing information. The ideal candidate will have experience in data entry and be comfortable working independently to meet project deadlines.<br><br>Responsibilities:<br>• Perform manual data entry tasks with a high level of accuracy and attention to detail.<br>• Reach out to customers to address expired tax exemptions and update account information accordingly.<br>• Utilize Vertex software to certify and manage tax-related data.<br>• Maintain organized records and ensure compliance with company standards.<br>• Collaborate with team members to resolve discrepancies and improve data accuracy.<br>• Handle administrative tasks related to data processing and management.<br>• Stay focused and work independently to complete assignments within tight deadlines.<br>• Provide support for system upgrades by ensuring clean and accurate data.<br>• Communicate effectively with internal teams and customers to resolve issues.
<p>We are looking for a dedicated Customer Service Representative to join our team in Wayne, Pennsylvania. This long-term contract position is ideal for someone who excels in providing exceptional service and thrives in a manufacturing environment. As part of this role, you will play a key part in supporting customer accounts, processing transactions, and ensuring smooth communication between internal teams and external vendors.</p><p><br></p><p>Responsibilities:</p><p>• Provide outstanding customer service by addressing inquiries and resolving issues in a timely manner.</p><p>• Process invoices, payments, and financial transactions with precision and attention to detail.</p><p>• Collaborate with internal teams and external vendors to reconcile accounts and ensure accurate documentation.</p><p>• Audit financial records and purchase orders while adhering to company policies and tax regulations.</p><p>• Maintain positive relationships with customers, vendors, and other stakeholders to facilitate seamless operations.</p><p>• Handle automated clearing house (ACH) transactions and manage credit/debit reconciliations.</p><p>• Prepare and submit financial notes and reports to support business operations.</p><p>• Utilize Microsoft Office Suite tools to organize data and streamline communication.</p><p>• Support call center operations by responding to customer calls and providing accurate information.</p><p>• Train new team members on processes and systems to ensure consistent service delivery.</p>
<p>We are looking for a detail-oriented Client Services Representative to join our wealth management team in Miami, Florida. In this role, you will handle a variety of client-related tasks, ensuring high-quality service for high-net-worth individuals. This position focuses on managing client accounts, facilitating financial transactions, and maintaining compliance with legal and regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the management of client accounts, ensuring accuracy and timely service.</p><p>• Handle money movement tasks, including credit card transactions and account transfers.</p><p>• Coordinate the setup of new accounts, ensuring all processes are completed efficiently.</p><p>• Assist clients with password resets and other account-related technical support.</p><p>• Ensure all documentation and reports comply with legal and regulatory requirements.</p><p>• Serve as the primary liaison for legal and financial communications on behalf of clients.</p><p>• Support clients with estate and trust-related matters, providing guidance and coordination.</p><p>• Maintain strong client relationships by delivering exceptional service and addressing inquiries promptly.</p><p><br></p><p>*** Preferable someone with series 7 or 65</p><p><br></p><p>If you are interested in hearing more about this opportunity, please call Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
