<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a well-established <strong>Registered Investment Advisory (RIA) firm</strong> in <strong>Palo Alto</strong> seeking a <strong>Client Service Associate</strong> to support advisors and service high-net-worth clients. This role is ideal for someone who enjoys being client-facing, detail-oriented, and deeply involved in the day-to-day servicing of investment portfolios. You will play a key role in maintaining strong client relationships while supporting advisors with operational and administrative needs.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, delivering a high level of service and responsiveness</li><li>Support Financial Advisors with <strong>account onboarding, maintenance, and asset transfers</strong></li><li>Prepare and process custodial paperwork across platforms such as <strong>Schwab, Fidelity, and Pershing</strong></li><li>Coordinate client meeting preparation, including reports, performance summaries, and presentation materials</li><li>Process daily transactions including <strong>wires, ACHs, journals, and account updates</strong></li><li>Monitor account activity and follow up on outstanding items to ensure timely resolution</li><li>Liaise with custodians and internal teams to resolve operational or client-related inquiries</li><li>Maintain accurate client records and documentation in CRM and portfolio management systems</li><li>Assist with compliance-related tasks, audits, and regulatory documentation as needed</li><li>Identify opportunities to improve client service workflows and operational efficiency</li></ul><p><br></p>
<p>We are seeking a detail-oriented and personable Sales Support Representative to support our sales team in managing electronic connector accounts. This role requires someone who can balance multiple priorities, maintain strong relationships with over 100 customers, and ensure smooth order processing and communication.</p><p><br></p><ul><li>Support sales by managing coding, pricing approvals, registration in systems, shipments, and general customer correspondence.</li><li>Build and maintain strong, personable connections with a large customer base (100+ accounts).</li><li>Own territory responsibilities and serve as primary support for an assigned sales manager.</li><li>Collaborate effectively with a 3-person team in a positive, team-oriented environment.</li><li>Manage email correspondence and light phone communication efficiently.</li><li>Accurately enter and maintain data in internal systems (SAP, Keytone, Excel, O365).</li></ul>
<p>We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Chilton, Wisconsin. This role is ideal for individuals with strong interpersonal skills, computer proficiency, and a background in customer service or administrative support. Working in the non-profit sector, this position offers an opportunity to make a meaningful impact while delivering excellent service.</p><p><br></p><p>Responsibilities:</p><p>• Process applications efficiently and accurately, ensuring all required information is complete.</p><p>• Provide exceptional service by responding to inbound calls and addressing customer inquiries in a timely manner.</p><p>• Handle outbound calls to follow up on application statuses or gather additional information when necessary.</p><p>• Manage order entry tasks, updating records and maintaining data integrity.</p><p>• Utilize computer systems to track, update, and process customer information.</p><p>• Support administrative tasks related to application processing and customer communication.</p><p>• Collaborate with team members to resolve issues and improve service delivery.</p><p>• Maintain a detail-oriented approach and uphold the organization’s values during all client interactions.</p><p>• Ensure compliance with company policies and procedures while handling sensitive information.</p><p>• Identify opportunities for process improvements and contribute suggestions to enhance workflow.</p>
<p>We are looking for a dedicated Front Desk Coordinator to join our team on a contract basis located in the Greater Philadelphia Region. This role is ideal for someone who thrives in a fast-paced environment and enjoys providing excellent service to residents and guests. As the first point of contact as a Front Desk Coordinator, you will play a key role in maintaining a welcoming atmosphere while managing administrative tasks.</p><p><br></p><p>What you get to do every single day:</p><p>• Welcome residents and visitors with a warm and attentive demeanor.</p><p>• Facilitate visitor check-ins and provide clear directions as needed.</p><p>• Respond to resident inquiries and ensure questions are appropriately relayed to the General Manager.</p><p>• Perform various clerical tasks, including filing, data entry, and documentation.</p><p>• Maintain a tidy and organized front desk area.</p><p>• Coordinate effectively with other team members to ensure smooth operations.</p><p>• Assist in scheduling and appointment management when required.</p><p>• Handle incoming calls and emails with care, directing them to the appropriate person or department.</p>
We are looking for a dedicated and detail-oriented Receptionist with strong bookkeeping skills to join our team in Rockville Centre, New York. The ideal candidate will handle essential financial tasks, maintain accurate records, and contribute to the smooth operation of our office. This role requires excellent organizational abilities and a proactive approach to managing accounts and reconciliations.<br><br>Responsibilities:<br>• Manage day-to-day bookkeeping tasks, ensuring accuracy and compliance with company standards.<br>• Process accounts payable and accounts receivable transactions promptly and efficiently.<br>• Perform bank reconciliations to verify and maintain the accuracy of financial records.<br>• Utilize QuickBooks software to organize, track, and update financial data.<br>• Provide front-desk support by answering phone calls, greeting visitors, and maintaining a courteous and attentive demeanor.<br>• Assist in preparing financial reports and documentation as required.<br>• Coordinate with internal teams to resolve discrepancies and ensure smooth financial operations.<br>• Maintain confidentiality of sensitive financial information and follow data security protocols.<br>• Monitor office supplies and handle administrative tasks to ensure the office runs efficiently.
<p>We are looking for a skilled Data Entry Clerk to join our team in Torrance, California. In this role, you will handle critical data entry tasks and contribute to the smooth operation of logistics processes. This is a contract position, ideal for individuals with experience in ocean import logistics and proficiency in Cargowise software.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input data related to ocean import logistics into the Cargowise system.</p><p>• Verify and update information to ensure data integrity and accuracy.</p><p>• Manage and organize large volumes of numeric and textual data efficiently.</p><p>• Collaborate with team members to streamline data entry processes.</p><p>• Perform regular audits to identify and correct discrepancies in records.</p><p>• Generate reports based on entered data to support operational decision-making.</p><p>• Maintain confidentiality and security of sensitive information.</p><p>• Respond to inquiries and resolve issues related to data entry tasks.</p><p>• Ensure compliance with company standards and protocols during data handling.</p><p><br></p><p>The salary range for this position is $23/hr to $25/hr. Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.</p>
<p>We are looking for a reliable and dedicated Customer Service Representative with a strong background in high‑volume call center environments, front‑office support, and issue resolution. Known for delivering exceptional customer experiences, maintaining accuracy under pressure, and supporting streamlined operations.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Responding to 50–100+ customer inquiries daily via phone, email, and/or live chat</li><li>Troubleshooting service issues, processing requests, and resolving account concerns</li><li>Updating customer profiles and documenting interactions within CRM systems</li><li>Coordinating with internal departments to ensure timely resolutions</li><li>Providing product/service information and recommending solutions</li><li>Managing order changes, returns, and escalations with professionalism</li><li>Supporting administrative tasks such as filing, scanning, and reporting</li></ul><p><br></p>
<p>Robert Half is partnering with a reputable healthcare organization in Lewes, DE, and the surrounding areas to offer <strong>entry-level opportunities</strong> for motivated and career-driven individuals. If you are looking to get a foot in the door in the medical field and gain hands-on professional experience, this is the perfect opportunity for you! These contract-to-hire roles will provide hours and the potential for long-term growth in a dynamic healthcare environment. Schedules include first and mid shifts, with some requiring availability for one or two Saturdays a month.</p><p> </p><p><strong>What’s in it for you?</strong></p><ul><li><strong>Bonus Incentives</strong></li><li><strong>Paid Certifications</strong> to enhance your skills and value in the field</li><li><strong>Tuition Reimbursement</strong> to support your continued education</li><li><strong>Comprehensive Benefits Package</strong>, including healthcare, retirement options, and more</li><li><strong>Career Advancement Opportunities</strong> in a company committed to your professional development</li></ul><p><strong>What We’re Looking For</strong>:</p><p>Candidates with proven success in a customer service capacity are encouraged to apply, even without direct healthcare experience. Transferable skills such as effective communication, strong organizational abilities, and a passion for helping others will position you for success in this role.</p><p>We are offering a contract-to-hire employment opportunity in the healthcare industry for a Customer Service Representative. The role is located in Lewes, Delaware, United States. As a Patient Service Representative, you will be tasked with managing patient data, handling insurance details, and providing excellent customer service.</p><p><br></p><p>Responsibilities:</p><p>• Maintain precise records of customer credit information.</p><p>• Take necessary action by monitoring customer accounts.</p><p>• Handle both inbound and outbound calls to gather patient's demographic, insurance, and other relevant details.</p>
We are looking for a Customer Service Representative to join our team in Lynnwood, Washington. This role is a Contract to permanent position within the manufacturing industry, offering an excellent opportunity to develop your skills in customer support and order management. The ideal candidate will be detail-oriented, proactive, and capable of handling customer inquiries with professionalism.<br><br>Responsibilities:<br>• Accurately process incoming orders, ensuring timely entry and routing to the appropriate warehouse.<br>• Coordinate the preparation and shipment of product samples based on customer requests.<br>• Collaborate with warehouse and shipping teams to ensure prompt and efficient order fulfillment.<br>• Perform data entry tasks to maintain up-to-date customer records and order information.<br>• Respond to customer inquiries via email and phone with a focus on delivering excellent service.<br>• Assist with occasional travel arrangements for participation in trade shows.<br>• Utilize Microsoft Dynamics SL and Microsoft Office tools to manage order processing and communications effectively.
<p>We are looking for a dedicated Customer Service team member to join our team in the Trevose, Pennsylvania area. This role is essential for ensuring seamless communication between customers and internal teams, while maintaining high standards of service. The ideal candidate will excel in building strong relationships, managing accounts, and addressing customer needs with precision and care.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate effective communication with customers to address inquiries and concerns promptly.</p><p>• Develop and maintain strong relationships with clients to ensure satisfaction and trust.</p><p>• Monitor customer accounts, managing processes from order placement to invoicing.</p><p>• Investigate and resolve customer concerns efficiently, keeping management informed of potential challenges.</p><p>• Collaborate with the team to align customer goals with company objectives and capabilities.</p><p>• Assist with new product development initiatives in coordination with the Project Manager.</p><p>• Provide accurate updates on order and billing statuses during weekly sales meetings.</p><p>• Utilize internal systems to execute job-related tasks, including tracking artwork and managing packaging records.</p><p>• Follow up on emails and other communications in a timely manner to ensure smooth operations.</p><p>• Ensure all procedures and quality standards are consistently met.</p>
<p>We are looking for a dedicated Customer Service Representative to join our team in Parsippany. This role offers the opportunity to work in a dynamic environment where your communication and problem-solving abilities will make a meaningful impact. As a Contract to permanent position, this role provides a pathway to long-term career growth within a supportive organization.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries via phone and email, ensuring timely and accurate resolution.</p><p>• Process orders and manage data entry tasks to maintain accurate customer records.</p><p>• Collaborate with internal teams, including shipping, to ensure seamless order fulfillment.</p><p>• Address customer concerns and provide effective solutions to meet their needs.</p><p>• Handle inbound and outbound calls with professionalism and attention to detail.</p><p>• Maintain knowledge of company products and services to assist customers effectively.</p><p>• Prioritize tasks in a fast-paced, multi-tasking environment while adhering to deadlines.</p><p>• Utilize computer systems and tools proficiently to support customer service operations.</p><p>• Build and maintain positive relationships with customers to foster loyalty.</p><p>• Adapt to evolving customer needs and contribute to continuous improvement initiatives.</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>
<p>Job Summary</p><p>We are seeking a motivated Customer Service Specialist to handle incoming customer inquiries via phone. This is a temporary contract position starting in early April and running through November, ideal for individuals with strong communication skills and proficiency in Microsoft Excel. You'll be part of a collaborative team focused on resolving issues efficiently and maintaining accurate records.</p><p>Key Responsibilities</p><ul><li>Manage a high volume of incoming calls from customers, providing timely and professional assistance.</li><li>Listen actively to customer needs, troubleshoot problems, and offer solutions or escalate as needed.</li><li>Use Microsoft Excel to log call details, track customer interactions, and generate basic reports.</li><li>Maintain accurate documentation of customer inquiries and resolutions in our systems.</li><li>Collaborate with team members to ensure consistent service quality.</li><li>Adhere to company policies and procedures for data privacy and customer handling.</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>
<p>We are looking for a dedicated Member Services Representative to join our team in Carmel, Indiana. This role is ideal for someone who thrives in a fast-paced environment and has excellent attention to detail. As a Contract to permanent position, it offers an opportunity to grow within the organization while contributing to the insurance industry.</p><p><br></p><p>Responsibilities:</p><p>• Process member data with precision, ensuring speed and accuracy in all entries.</p><p>• Handle frequent interruptions while maintaining focus and professionalism.</p><p>• Respond to member inquiries via email and other communication platforms.</p><p>• Organize and manage files to support efficient documentation processes.</p><p>• Collaborate with team members to maintain high standards of customer service.</p><p>• Utilize Microsoft Word and Excel to complete administrative tasks effectively.</p><p>• Perform copying and filing duties to support operational needs.</p><p>• Ensure adherence to company procedures and service standards.</p><p>• Monitor and manage daily workflows to meet deadlines.</p><p>• Maintain a positive and helpful attitude while addressing member concerns</p>
We are looking for a meticulous and organized Data Entry Clerk to join our team in Lumberton, New Jersey. This long-term contract position involves handling administrative tasks, including data entry into Excel spreadsheets and an internal database. The ideal candidate will be detail-oriented, capable of multitasking, and comfortable working with large volumes of information.<br><br>Responsibilities:<br>• Accurately input data into Excel spreadsheets and internal databases.<br>• Utilize Excel functions such as pivot tables and vlookups to organize and analyze data.<br>• Provide invoicing support by updating records and verifying documentation.<br>• Match paperwork with corresponding data to ensure accuracy.<br>• Maintain and update location information in spreadsheets.<br>• Perform quality checks on entered data to minimize errors.<br>• Support administrative processes by managing large datasets efficiently.<br>• Collaborate with team members to ensure timely completion of tasks.<br>• Follow established protocols for handling sensitive information.<br>• Assist with additional administrative duties as needed.
<p>We are looking for a Front Desk Receptionist to join our team fully onsite in Windham, NH. In this contract position, you will play a vital role in ensuring smooth operations at the front desk, serving as the first point of contact for visitors and callers. This role requires excellent organizational skills and a friendly demeanor to create a welcoming environment.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and ensure they are directed to the appropriate individual or department.</p><p>• Answer and manage a multi-line phone system while providing accurate information to callers.</p><p>• Maintain the reception area in a neat and orderly manner.</p><p>• Handle incoming mail and deliveries efficiently.</p><p>• Assist with scheduling and appointment coordination as needed.</p><p>• Respond promptly to inquiries and provide exceptional customer service.</p><p>• Perform basic administrative tasks, such as data entry and file organization.</p><p>• Communicate effectively with team members to support general office operations.</p><p>• Monitor office supplies and coordinate replenishment when necessary.</p>
Customer Experience Specialist<br>Reports to: Director, Customer Experience<br>Job Requirements:<br>• Three years+ experience in a medium to large Inbound/Outbound<br>Call Center environment<br>• Experience with multiple customer points of contact (chat, email, fax, phone)<br>• Understanding of the complete sales cycle from lead generation to sales close<br>• Must be able to understand troubleshooting and repair techniques and be able to communicate them to in-home service technicians, store personnel and consumers<br>• Familiar with Return Goods Authorization processing<br>• Experience working in an environment where performance is measured by standard Key Performance Indicators (KPI)<br>Key Functional Skills/Knowledge<br>• Keyboard and data input proficiency (35 wpm)<br>• Strong problem solving skills.<br>• Active listener who is service oriented<br>• Strong interpersonal skills with a positive, pleasant and respectful demeanor<br>• Excellent written and verbal communication skills<br>• Computer proficient in Word, Excel and Outlook<br>• Self-motivated, team player who values continuous learning<br>• Attentive to detail<br>Desired Education<br>• High School Diploma or GED<br>• College or trade school degree/experience preferred
<p>A wealth management firm is seeking a client‑focused Wealth Advisor to lead planning conversations, manage client relationships, and guide families through all stages of their financial life cycle. This role combines relationship management, financial planning, and investment oversight, with a strong emphasis on delivering personalized strategies and long‑term guidance.</p><p>Responsibilities</p><ul><li>Lead discovery, planning, and review meetings with new and existing clients</li><li>Manage a select client portfolio and provide ongoing financial guidance</li><li>Review portfolios, adjust allocations, and identify new planning opportunities</li><li>Develop customized financial, tax, estate, and retirement strategies</li><li>Collaborate with the Portfolio Manager to ensure appropriate investment positioning</li><li>Coordinate client needs across internal teams and maintain accurate documentation</li><li>Support onboarding, research, and client service activities</li><li>Build strong client relationships and help grow the business through referrals</li></ul><p>Qualifications</p><ul><li>Bachelor’s degree or higher</li><li>FINRA Series 7 and 66 (or 63/65)</li><li>CFP required</li><li>Experience with goals‑based planning tools (eMoney, MoneyGuidePro, etc.)</li><li>Strong communication and presentation skills</li><li>Ability to explain complex financial concepts clearly</li><li>Detail‑oriented, organized, and a strong problem‑solver</li><li>Wealth management experience with sound judgment and client‑first mindset</li><li>Collaborative and comfortable working in a small‑firm environment</li></ul><p><br></p><p><br></p>
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Lewes, Delaware. This Contract to permanent position focuses on ensuring smooth and efficient patient access, while delivering excellent customer service. The role requires strong communication skills and the ability to handle various administrative and patient-related tasks with professionalism.<br><br>Responsibilities:<br>• Accurately assign medical record numbers (MRNs) and conduct compliance checks to ensure adherence to medical necessity standards.<br>• Provide clear and thorough patient instructions while collecting and verifying insurance details and processing physician orders.<br>• Utilize overlay tools effectively to manage patient records and ensure seamless data accuracy.<br>• Handle pre-registration of patient accounts by gathering demographic, insurance, and financial information through inbound and outbound calls.<br>• Assist patients with understanding their financial responsibilities, including point-of-service collections and past-due balances.<br>• Offer payment plan options and address billing inquiries with precision and care.<br>• Deliver outstanding customer service, contributing to high satisfaction ratings as measured by Press Ganey.<br>• Operate within systems such as Epic EMR and Allscripts to manage patient information and streamline administrative processes.<br>• Respond to inbound calls with professionalism, addressing patient needs and resolving concerns efficiently.<br>• Collaborate with team members to ensure a supportive and organized patient access experience.
Accurately input, update, and maintain high volumes of data in spreadsheets and databases Leverage advanced Microsoft Excel skills, including formulas, pivot tables, and data validations, to organize and analyze information Ensure accuracy and completeness of all entered data, identifying and correcting errors as needed Serve as a primary contact for data-related inquiries from customers and team members, providing solutions in a courteous and detail oriented manner Generate and prepare regular reports to support business operations Collaborate with various departments to ensure seamless information flow and resolve discrepancies Maintain confidentiality and integrity of all sensitive customer and company data
<p>Robert Half is partnering with a reputable healthcare organization seeking a professional and service-oriented Front Desk Coordinator to serve as the first point of contact for patients, providers, and visitors. This role is ideal for an individual who thrives in a fast-paced clinical environment and is passionate about delivering an exceptional patient experience while ensuring smooth front office operations.</p><p>Position Overview</p><p>The Front Desk Coordinator is responsible for managing daily front office functions, including patient intake, appointment scheduling, insurance verification, and administrative support. The ideal candidate is highly organized, detail-oriented, and comfortable handling confidential information in compliance with healthcare regulations.</p><p>Key Responsibilities</p><ul><li>Greet and check in patients in a courteous, professional manner</li><li>Schedule, confirm, and reschedule appointments using electronic medical records (EMR) systems</li><li>Verify patient insurance eligibility and collect co-pays and outstanding balances</li><li>Maintain accurate patient records and ensure proper documentation</li><li>Answer and route incoming phone calls; respond to patient inquiries</li><li>Coordinate communication between patients, providers, and clinical staff</li><li>Manage incoming/outgoing correspondence, faxes, and medical documentation</li><li>Ensure HIPAA compliance and maintain strict confidentiality of patient information</li><li>Support additional administrative projects as needed</li></ul><p><br></p>
<p>We are looking for an experienced Senior Customer Service Representative for a 4 month project. In this role, you will handle a variety of customer service tasks, ensuring accurate and timely resolution of inquiries and issues. This is contract position, offering an excellent opportunity to showcase your skills in communication, problem-solving, and teamwork.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly to customer inquiries via email, phone, and other communication channels, ensuring a high level of service.</p><p>• Investigate and resolve customer complaints or discrepancies by utilizing research methods and analytical skills.</p><p>• Collaborate with internal teams and external partners to address system errors and process issues.</p><p>• Handle accounts payable tasks, including invoice verification and resolving related discrepancies.</p><p>• Assist in troubleshooting technical or procedural issues to improve service efficiency.</p><p>• Maintain detailed records of customer interactions and transactions for future reference.</p><p>• Provide guidance and support to customers on various processes and services offered.</p><p>• Identify opportunities for process improvements and contribute to enhancing customer satisfaction.</p><p>• Ensure compliance with company policies and procedures while addressing customer needs.</p><p>• Act as a liaison between departments to facilitate seamless communication and resolution of issues. </p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul>
<p><strong>Customer Service Support </strong></p><p>The friendly problem‑solver who ensures every customer feels heard, supported, and taken care of. This role handles inquiries, resolves issues quickly, and keeps communication clear across phone, email, and chat.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Communication & Service Excellence</strong> — Delivers prompt, professional support with a helpful, solutions‑focused approach.</li><li><strong>Problem‑Solving & Issue Resolution</strong> — Identifies needs quickly, troubleshoots effectively, and escalates when needed.</li><li><strong>Organization & Multitasking</strong> — Manages multiple customer requests while maintaining accurate notes and updates.</li></ul><p><br></p>
