<p>We are looking for a dedicated Call Center Representative to join our team in the Wall, New Jersey area. In this long-term contract role, you will play a vital part in supporting clients within the health insurance industry by simplifying enrollment processes and enhancing employee engagement strategies. This position offers extensive training, making it an excellent opportunity for candidates eager to grow their skills in customer service and benefits administration.</p><p><br></p><p>Responsibilities:</p><p>• Assist clients with open enrollment processes, ensuring smooth and efficient plan administration.</p><p>• Provide clear and strategic communication to improve employee engagement with benefit offerings.</p><p>• Perform accurate alphanumeric and numeric data entry to maintain client records.</p><p>• Utilize Outlook, Excel, and Word to manage correspondence, data tracking, and reporting.</p><p>• Respond promptly to client inquiries, resolving issues with professionalism and attention to detail.</p><p>• Collaborate with internal teams to streamline administrative procedures and enhance service delivery.</p><p>• Participate in training sessions to develop expertise in the health insurance and benefits administration sector.</p><p>• Maintain confidentiality and adhere to company policies regarding sensitive information.</p>
We are looking for a dedicated Customer Service Representative to join our team in San Marcos, California. In this long-term contract role, you will play a crucial part in delivering exceptional service to our customers by handling inquiries, managing data, and maintaining accurate records. This position offers an opportunity to build strong relationships with clients while contributing to the success of the utilities and infrastructure industry.<br><br>Responsibilities:<br>• Respond promptly to inbound customer inquiries and provide accurate and helpful information.<br>• Handle customer interactions via phone, email, and other communication channels.<br>• Perform data entry tasks to ensure precise documentation of customer information and transactions.<br>• Schedule appointments and coordinate follow-ups with clients as needed.<br>• Process orders and maintain accurate records in the system.<br>• Manage inbound and outbound calls to address customer needs effectively.<br>• Utilize Microsoft Word and Excel to create reports, track data, and organize relevant information.<br>• Collaborate with team members to ensure seamless customer service operations.<br>• Uphold a high level of professionalism when addressing customer concerns.<br>• Identify opportunities to improve customer service procedures and contribute to team efficiency.
<p>Opening for a Member Support Specialist at company in Blue Lagoon area. This is a customer service oriented role, providing exceptional service specifically for owners of a nationwide business chain. And addresses their inquiries directing them to the resources for operational needs, ensuring a seamless experience. This position offers an opportunity to work in a fast-paced environment while contributing to the success of a multi-billion dollar service business.</p><p> </p><p>Location: Blue Lagoon area of Miami (near Miami Airport)</p><p>Schedule: <strong>2 days Remote & 3 In-office</strong> (after 90 day training period)</p><p>Hours: Mon-Fri 8:30-5:00</p><p> </p><p><strong>Salary: </strong>$22-$25 p/hr. with Salaried Benefits</p><p><strong>Benefits:</strong> majority of Medical paid for Employee; generous Holidays (10days) and Paid PTO (18 days), 401k and other Insurances available. Free Parking for when in-office.</p><p> </p><p><strong>Company and Role Overview:</strong> This reputable organization is an entity under a corporate umbrella to a well-known nationwide chain. This role is ideal for a professional with Call Center or Customer Support experience maintaining business relationships and stellar service. And able to work in a smaller customer support unit and team. The company offers future career development in a variety of other departments and sectors as they are available.</p><p> </p><p><strong>Keys to this Role: </strong></p><ul><li>2 years of call center or customer support experience </li><li>Experience managing business relationships</li><li>Ability to navigate company website and guide customers on inquiries </li><li>Manage multiple tasks simultaneously </li></ul><p><strong>Member Support Specialist, Responsibilities:</strong></p><p>• Responds promptly to franchisee owner inquiries via phone, email, and other communication channels.</p><p>• Instructs members on website resources regarding, equipment and/or repairs, supplier relations, employee applications and other inquiries.</p><p>• Provides detailed information about available services and offerings to franchisees.</p><p>• Troubleshoots and handles escalated or special needs efficiently.</p><p>• Monitor and follows up on unresolved issues to guarantee timely solutions.</p><p>• Maintains accurate records of interactions and resolutions using internal systems.</p><p>• Collaborates with various departments to ensure franchisee needs are met effectively.</p><p>• Uphold high levels of customer satisfaction by delivering attentive and courteous support.</p><p>• Identify opportunities to improve service processes and suggest actionable recommendations.</p>
<p>Front Desk Coordinator</p><p><br></p><p><br></p><p>We are looking for a Front Desk Coordinator to join our team in Greenwood Village, Colorado. The ideal candidate will excel in customer service, maintain a detail-oriented demeanor, and provide efficient support to front office operations.</p><p><br></p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Welcome and assist visitors and staff with a positive attitude and attention to detail.</p><p><br></p><p>• Set up and organize lunch deliveries, ensuring the kitchen is ready for use and cleaned afterward.</p><p><br></p><p>• Answer and manage light call volumes using a multi-line phone system.</p><p><br></p><p>• Receive and distribute packages, ensuring timely delivery to the appropriate departments.</p><p><br></p><p>• Provide general support to other departments, including handling paperwork and completing assigned tasks.</p><p><br></p><p>• Remain alert and available at the front desk during downtime while using the time productively, such as reading or taking company-sponsored classes.</p><p><br></p><p>• Collaborate closely with other front office staff to maintain a seamless workflow.</p><p><br></p><p>• Assist with organizing and maintaining files to ensure accessibility and efficiency.</p><p><br></p><p>• Take initiative to address tasks or help colleagues when needed.</p>
We are looking for a dedicated Customer Experience Specialist to join our team in Cleveland, Tennessee. In this Contract-to-Permanent position, you will play a pivotal role in ensuring exceptional service delivery and fostering strong relationships with our customers. This role offers the opportunity to work in a fast-paced environment where your skills will directly contribute to the success and reputation of the company.<br><br>Responsibilities:<br>• Respond promptly to incoming customer calls regarding service, maintenance, and repair inquiries.<br>• Coordinate and schedule service appointments, ensuring timely dispatch of technicians to address customer needs.<br>• Provide empathetic and effective solutions to customer concerns, striving to deliver a positive experience with every interaction.<br>• Create and update customer account information in the company’s CRM system to maintain accurate records.<br>• Organize and track service-related data using spreadsheets and administrative tools for efficient record-keeping.<br>• Conduct follow-up activities to ensure all customer issues are resolved to their satisfaction.<br>• Assist with administrative tasks, including billing and reporting, to support the team’s operations.<br>• Prioritize urgent customer requests and adapt workflows to address immediate needs effectively.<br>• Serve as a brand ambassador by maintaining high standards of service quality and professionalism in all interactions.
<p>Are you an organized, people-focused professional who thrives in a fast-paced, client-driven environment? A reputable <strong>financial services firm in Carlsbad</strong> is seeking a sharp and motivated <strong>Client Services Associate</strong> for an <strong>immediate, ASAP opportunity</strong>. This role is ideal for someone with a strong foundation in customer service who wants to grow within the financial industry. You’ll work directly with clients and advisors, ensuring that every interaction reflects accuracy, professionalism, and care. The ideal candidate is someone who enjoys being the steady hand behind the details—someone who anticipates needs before they’re spoken and supports the team in delivering an exceptional client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients, addressing inquiries, scheduling meetings, and managing communications.</li><li>Prepare client documentation, reports, and forms for account openings, transfers, and transactions.</li><li>Maintain client records in CRM and ensure all compliance and confidentiality protocols are followed.</li><li>Collaborate closely with advisors and operations staff to support financial planning and investment processes.</li><li>Assist in preparing materials for client reviews and financial presentations.</li><li>Proactively follow up on pending items and keep clients informed throughout each stage of their requests.</li><li>Participate in team meetings and help identify opportunities to improve workflow and client satisfaction.</li></ul>
<p>As a Customer Service Representative, you will be the first point of contact for our client’s customers, ensuring they receive exceptional support and solutions. You will handle inquiries, resolve issues, and provide a positive customer experience across multiple communication channels.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly and professionally to customer inquiries via phone, email, or chat</li><li>Assist customers with questions, complaints, and product/service issues</li><li>Maintain accurate records of customer interactions in the system</li><li>Escalate complex issues to the appropriate department when necessary</li><li>Provide feedback to improve customer satisfaction and company processes</li></ul><p><br></p>
We are looking for an organized and detail-oriented Receptionist to join our team on a long-term contract basis in Morristown, New Jersey. In this role, you will be the first point of contact for clients and visitors, ensuring a welcoming and efficient experience. If you excel in multitasking and communication, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Answer and manage calls on a multi-line phone system, including transferring calls and taking messages.<br>• Communicate effectively with staff and attorneys, ensuring accurate message delivery.<br>• Welcome and assist clients arriving for scheduled appointments, maintaining a warm and attentive demeanor.<br>• Ensure the reception area is clean, organized, and presentable at all times.<br>• Schedule and manage appointments with attention to accuracy and timeliness.<br>• Perform data entry tasks, ensuring information is correctly recorded and updated.<br>• Handle email correspondence promptly and professionally.<br>• Organize and maintain physical and electronic files for seamless accessibility.
<p>We are looking for a dedicated Bilingual Spanish Customer Service Representative to join our team in San Diego, California. In this Contract-to-Permanent position, you will play a key role in connecting individuals to vital services and resources, while upholding our mission to improve lives and strengthen communities. If you are passionate about delivering exceptional customer service and making a meaningful impact, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming inquiries and provide accurate information, referrals, or assistance based on client needs.</p><p>• Record and update all client interactions promptly and accurately in web-based systems.</p><p>• Stay informed about available services, resources, and organizational initiatives to provide comprehensive support.</p><p>• Collaborate with internal teams to address client concerns and ensure their needs are met effectively.</p><p>• Maintain a meticulous and compassionate approach to customer service in all communications.</p><p>• Utilize CRM tools and other platforms to manage client data and streamline workflows.</p><p>• Assist clients with billing functions and benefit-related inquiries as needed.</p><p>• Support Spanish-speaking clients by providing translation services and bilingual communication.</p><p>• Contribute to improving processes and enhancing the overall customer experience.</p><p>• Ensure compliance with organizational policies and standards in all interactions and documentation.</p>
<p>Part time- 1 day/week. We are looking for a dedicated Receptionist to join our team in New York, New York. This is a long-term contract position, ideal for someone who is detail oriented, organized, and has exceptional communication skills. The role requires a strong ability to manage front desk operations and ensure a welcoming environment for clients and visitors.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the first point of contact for visitors and clients, ensuring a detail oriented and friendly reception area.</p><p>• Manage incoming calls using a multi-line phone system, directing them to the appropriate departments or individuals.</p><p>• Maintain an organized and efficient switchboard for handling calls across multiple lines.</p><p>• Provide support in answering inbound calls promptly and courteously.</p><p>• Assist with part-time receptionist duties as needed, including covering for other team members during their time off.</p><p>• Coordinate front desk activities such as scheduling appointments and managing visitor logs.</p><p>• Ensure the reception area is clean, organized, and representative of the company’s brand.</p><p>• Handle administrative tasks such as data entry and correspondence using Microsoft Office tools.</p><p>• Collaborate with other departments to support smooth daily operations.</p><p>• Participate in training sessions to stay updated on company processes and protocols.</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 year of professional business to business experience.</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. It's a great opportunity for someone earlier in their career whose energetic and business minded. Tons of room for growth/advancement. </p><p><br></p><p>If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I'm scheduling interviews soon! You can email Bill.Nichols@roberthalf directly too. </p>
We are looking for a compassionate and meticulous Bilingual Customer Experience Specialist to join our team in San Diego, California. This Contract to Permanent position offers the opportunity to support individuals in accessing vital services and resources while contributing to the meaningful mission of a non-profit organization. If you are bilingual in Spanish and English, have strong communication skills, and are passionate about helping others, we encourage you to apply.<br><br>Responsibilities:<br>• Provide timely and accurate responses to inbound inquiries, offering assistance, information, or referrals as needed.<br>• Record all client interactions comprehensively and accurately in web-based systems.<br>• Stay informed about available resources and services to ensure effective support.<br>• Collaborate with internal teams to address client needs and provide seamless service.<br>• Maintain a meticulous and empathetic approach in all customer communications.<br>• Utilize CRM systems and other software platforms to manage client data and interactions.<br>• Assist clients with benefit-related inquiries and billing functions as required.<br>• Translate and communicate effectively in both Spanish and English to support diverse clientele.<br>• Uphold organizational standards for quality and efficiency in customer service.<br>• Contribute to continuous improvement initiatives within the call center environment.
<p>We are looking for a dedicated Customer Service Representative to join our client's team in Tualatin, Oregon. In this contract role, you will play a pivotal part in ensuring customer satisfaction by addressing inquiries and managing orders with precision. This opportunity is ideal for professionals who excel in communication and thrive in fast-paced environments.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming calls and address customer inquiries promptly and professionally.</p><p>• Provide exceptional assistance through email correspondence to resolve client concerns.</p><p>• Manage inbound and outbound calls to handle service requests and follow-ups.</p><p>• Perform accurate data entry to maintain customer records and order information.</p><p>• Utilize Microsoft Excel and Word to prepare and manage customer-related documentation.</p><p>• Process orders efficiently, ensuring timely and accurate fulfillment.</p><p>• Schedule appointments to support customer needs and company operations.</p><p>• Collaborate with team members to improve service delivery and streamline processes.</p><p>• Uphold a high standard of customer service in all interactions.</p>
<p>We are looking for a highly organized and personable Front Desk Coordinator to join our team on a long-term contract basis in San Francisco, California. In this role, you will be the first point of contact for visitors and callers, ensuring seamless communication and exceptional customer service. Your ability to manage multiple tasks and maintain attention to detail will be key to success.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors, ensuring a welcoming and detail-oriented environment.</p><p>• Manage and operate a multi-line phone system, efficiently directing calls to the appropriate departments.</p><p>• Handle inbound calls with courtesy and provide accurate information or solutions.</p><p>• Perform receptionist duties, including scheduling appointments and maintaining records.</p><p>• Deliver concierge services by helping guests and employees with inquiries and requests.</p><p>• Coordinate communication between departments to ensure smooth operations.</p><p>• Maintain a clean and organized front desk area to uphold company standards.</p><p>• Monitor and manage incoming mail and packages, ensuring timely distribution.</p><p>• Support administrative staff with clerical tasks as needed.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID#00410-0013313199 **</p><p><br></p>
<p>Current opening in Provo for a specialized company in need of a reliable and innovative Customer Service Representative to join their team.</p><p><br></p><p>The right Customer Service Representative for this role is someone who excels at:</p><ul><li>Respond to customer inquiries via phone, email, or chat in a timely and professional manner.</li><li>Provide accurate information regarding services to clients.</li><li>Assist with troubleshooting and resolving customer issues effectively.</li><li>Conduct outbound calls to follow up on customer inquiries or feedback.</li><li>Maintain detailed records of customer interactions and transactions through data entry.</li></ul><p><br></p>
We are looking for a dedicated and compassionate Bilingual Customer Experience Specialist to join our team in San Diego, California. In this Contract-to-Permanent position, you will play a pivotal role in connecting individuals with essential services, resources, and support, while ensuring a positive and impactful customer experience. This opportunity is ideal for professionals who are passionate about making a difference and thrive in a mission-driven environment.<br><br>Responsibilities:<br>• Respond to inbound calls and inquiries, providing accurate information, referrals, or assistance based on client needs.<br>• Record and manage detailed documentation of all customer interactions using web-based systems.<br>• Stay informed on current services, programs, and resources to ensure clients receive up-to-date and relevant support.<br>• Collaborate effectively with internal teams to address and resolve client concerns and requests.<br>• Deliver exceptional customer service by maintaining professionalism and empathy in all communications.<br>• Utilize bilingual Spanish/English skills to assist a diverse range of clients.<br>• Ensure compliance with organizational policies and procedures while addressing customer needs.<br>• Handle customer inquiries through multiple platforms, including phone, chat, and email.<br>• Support billing or benefit-related functions as needed, ensuring accuracy and timeliness.
<p>Robert Half has an excellent career opportunity for an articulate, highly-skilled customer service representative in the growing industry. The ideal candidate is passionate about building solid client-customer relationships and strives to always help others. As a Customer Service Representative, you will be the first point of contact for our valued customers. Your primary focus will be to assist customers with inquiries, provide information about the available products/services, and resolve issues to ensure a positive customer experience. Them team is the heartbeat of the company's success, and we are seeking a motivated Customer Service Representative to contribute to their commitment to customer satisfaction. Please call 818-703-8818 to inquire more today.</p><p></p><p>Some responsibilities include:</p><ul><li>Receiving and placing telephone calls</li><li>Performs full service banking transactions in compliance with legal requirements and bank policies and procedures</li><li>Provides accurate, friendly customer service in a timely fashion</li><li>Performs functions including handling cash and other daily transactions.</li><li>Achieves sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns</li><li>Maintains currency and coin under prescribed limits</li><li>Adheres to bank security policies and maintains confidentiality of bank records and client information</li></ul>
<p>Robert Half's client in Southborough MA is looking for a Customer Service Representative to assist in preparing for a company wide event at the end of January!</p><p><br></p><p>Responsibilities:</p><p>- Phone/Email correspondence</p><p>- Performing cold calls</p><p>- Call past attendees</p><p>- Data entry (Maintain call log)</p><p>- Answer customer questions/inquiries</p><p><br></p><p>*Salesforce experience is a plus!</p><p><br></p><p>Start Date: Asap!</p><p>Duration: Through end of January</p><p>Hours: Tuesday, Wednesday, & Thursday | 8am-4pm</p><p>Work type: On-site</p><p><br></p><p>Pay Rate: $19-$21</p><p><br></p><p>If interested, apply now!</p>
<p>We are seeking a friendly, organized, and professional Receptionist to be the welcoming face of for several frequent needs for our local clients. As the first point of contact for visitors and callers, you will play a key role in creating a positive and efficient front office experience.</p>
<p>Robert Half is working with a client seeking a proactive Client Support Representative to deliver exceptional service and build strong relationships with clients. This role involves managing a high volume of email inquiries, processing and confirming purchase orders, and ensuring clear communication between clients and internal teams, particularly Sales. The ideal candidate will be a reliable multitasker who thrives in a fast-paced environment and enjoys solving problems to support both clients and colleagues. Responsibilities include answering phone calls, maintaining organized records, and performing additional administrative duties as needed. Success in this role requires proficiency in Microsoft Office, strong written and verbal communication skills, excellent attention to detail, and the ability to work effectively under pressure. If you're a dependable team player with a customer-first mindset and a positive attitude, we’d love to hear from you!</p><p><br></p><p>For immediate consideration, feel free to contact Dan Duggan at (508) 205-2126.</p>
<p>Robert Half has an excellent career opportunity for an articulate, highly-skilled customer service representative in the growing industry. The ideal candidate is passionate about building solid client-customer relationships and strives to always help others. As a Customer Service Representative, you will be the first point of contact for our valued customers. Your primary focus will be to assist customers with inquiries, provide information about the available products/services, and resolve issues to ensure a positive customer experience. Them team is the heartbeat of the company's success, and we are seeking a motivated Customer Service Representative to contribute to their commitment to customer satisfaction. Please call 818-703-8818 to inquire more today.</p><p></p><p>Some responsibilities include:</p><ul><li>Receiving and placing telephone calls</li><li>Performs full service banking transactions in compliance with legal requirements and bank policies and procedures</li><li>Provides accurate, friendly customer service in a timely fashion</li><li>Performs functions including handling cash and other daily transactions.</li><li>Achieves sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns</li><li>Maintains currency and coin under prescribed limits</li><li>Adheres to bank security policies and maintains confidentiality of bank records and client information</li></ul><p><br></p>
<p>Front Desk Coordinator</p><p>Front Desk Coordinator (Reception Area Coordinator) Opening</p><p>We currently have an open position for a well-organized and motivated Front Desk Coordinator who is looking to grow their career in the financial investment industry. You will be a key player leading the lobby area at a growing financial investment firm. We are looking for a positive self-starter who is eager to thrive in a dynamic environment and deeply passionate about providing high quality administrative support. Are you friendly, flexible, and love taking initiative? Then we have a position for you.</p><p>How you will make an impact</p><p>· Greet and direct all visitors including vendors, clients and customers</p><p>· Ensure completion of paperwork, sign-in and security procedures </p><p>· Handle special administrative projects, including overflow work from department and executive assistants</p><p>Please apply online or through our Robert Half app</p><p><br></p>
We are looking for a detail-oriented Sales Support team member with technical expertise in diesel generators to join our team on a contract basis. This position is based in Long Beach, California, and requires a dedicated individual who can assist customers with sourcing and purchasing technical parts, while providing exceptional customer service. The ideal candidate will have in-depth knowledge of diesel generator systems and a proven ability to help clients navigate technical challenges effectively.<br><br>Responsibilities:<br>• Assist clients in identifying and selecting appropriate parts for diesel generator systems, ensuring their technical needs are met.<br>• Provide detailed product information and recommendations to customers, promoting suitable accessories and related items.<br>• Act as a technical resource by explaining specifications, applications, and maintenance procedures for diesel generator components.<br>• Manage parts sourcing through inventory or approved vendors, ensuring timely availability of high-demand items.<br>• Educate clients on installation, troubleshooting, and maintenance processes, referring them to service technicians or manuals when necessary.<br>• Address customer concerns regarding generator performance by diagnosing issues and suggesting appropriate solutions.<br>• Maintain accurate documentation of customer interactions, orders, quotes, and warranty claims using company systems.<br>• Collaborate with inventory teams and suppliers to ensure stock levels align with client demand and business needs.<br>• Stay informed about industry developments, new products, and competitive trends in diesel generator technology.
<p><strong>Senior Client Service Associate or Associate Director of Client Service</strong></p><p><strong>Location:</strong> 100% Remote (Optional hybrid from San Francisco office)</p><p><strong>Industry:</strong> Wealth Management / Family Office</p><p><strong>Compensation:</strong> $90,000–$110,000 base (flexible DOE) + Discretionary Bonus (15–30%)</p><p><br></p><p>A boutique wealth advisory firm is seeking a highly capable and polished <strong>Senior Client Service Associate</strong> or <strong>Associate Director of Client Service</strong> to join its elite team. This is a rare opportunity to work with ultra-high-net-worth individuals and families in a fully remote role, supporting the design and management of sophisticated single-family office structures.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2012, the firm partners with a select global client base of founders, investors, and multi-generational families. Unlike traditional multi-family offices, this team builds and manages fully customized single-family offices, integrating wealth strategy, portfolio management, financial operations, and family office services. Their approach is deeply personalized, with a focus on depth of relationship rather than volume of clients.</p><p><br></p><p><strong>Position Overview</strong></p><p>This role sits between junior client service staff and senior directors, supporting high-touch operational needs for ultra-wealthy clients. You’ll work directly with leadership and contribute to a best-in-class service model, while helping shape internal processes and scalability. The ideal candidate is entrepreneurial, mature, curious, and team-oriented—with the operational sharpness and discretion required to serve billionaire clients.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions, redemptions, money movements, and reporting</li><li>Coordinate wires, funding requests, and operational workflows for family office clients</li><li>Support philanthropic entities and foundation-related operations</li><li>Monitor tax-related workflows and liaise with external accountants</li><li>Review investment performance reports for accuracy (Addepar)</li><li>Maintain CRM systems and organize client documentation</li><li>Partner with leadership on client service initiatives and process improvements</li><li>Communicate professionally with clients, their family offices, and allied professionals</li><li>Assist with KYC documentation, custodial paperwork, and entity setup</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>100% remote flexibility (with optional office access)</li><li>Low turnover and strong team stability</li><li>Quarterly offsites with team-building and strategic sessions</li><li>Collaborative culture focused on building something meaningful</li><li>Health, dental, and vision insurance (100% employer-paid for employees)</li><li>Paid parental leave</li><li>401(k) with employer match</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>Robert Half has an excellent career opportunity for an articulate, highly skilled customer service representative in the growing banking industry. Do you love building solid customer relationships? Then this position may be for you. </p><p><br></p><p>The right Customer Service Representative for this role will be over:</p><ul><li>Follows internal/external policies and procedures</li><li>Answer, screen and forward incoming phone calls</li><li>Greet and welcome guests: customers, vendors and visitors</li><li>Process orders received by phone/fax from customers and sales representatives</li></ul><p><br></p>
