<p>Our client, a growing NP in Arlington, VA is looking for an experienced Senior Accountant to join their accounting team. In this role, you will play a key part in maintaining financial accuracy and compliance across multiple entities, general ledger, month end close, supporting essential accounting operations, and contributing to process improvements. This is an exciting opportunity to work within a dynamic organization that values collaboration and global impact.</p><p><br></p><p>Responsibilities:</p><p>• Oversee monthly, quarterly, and annual financial close processes to ensure accuracy and timeliness.</p><p>• Prepare and reconcile key general ledger accounts, including cash, accounts payable, accounts receivable, accruals, intercompany transactions, and restricted funds.</p><p>• Post journal entries while maintaining thorough documentation for audit and compliance purposes.</p><p>• Manage accounts payable, accounts receivable, and daily banking activities.</p><p>• Utilize NetSuite for accounting transactions, reconciliations, and generating financial reports.</p><p>• Identify and implement improvements to NetSuite workflows and strengthen internal financial controls.</p><p>• Coordinate audit preparation activities, including creating schedules and gathering required documentation.</p><p>• Produce detailed monthly and quarterly financial reports and assist in variance analyses.</p><p>• Support initiatives aimed at enhancing operational efficiency and streamlining accounting processes.</p><p>• Collaborate with the Assistant Controller on special projects and organizational priorities.</p><p><br></p><p>The ideal candidate for this Senior Accountant role will have a BS in Accounting, 3+ years of hands-on non-profit accounting (including some international transactions) and NetSuite accounting software. This position is a minimum of 2 days/week in the office, full benefits and comp range of 90-100K + bonus. To apply to this job please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035. </p>
<p><strong>Energy Trading (PHYSICAL) - Middle Office / P& L - Hedge Fund</strong></p><p><br></p><p>Our client the commodity division of a global Hedge Fund continues to build out their team based in NYC. This role directly supports the PHYSICAL Energy Trading team with a mix of P& L, risk and trading assistant type functions. Responsibilities include pricing, position recs, hedge analysis, end of day flash T0, and a full T+1 P& L, as well as market risk analytics. The firm's leadership is very well respected. The position is open due to a promotion to trading.</p>
<p>We are looking for a dedicated Personal Lines Customer Service Representative to join our client in the Lancaster, Pennsylvania area. This role involves assisting clients with their insurance needs, ensuring efficient service, and maintaining compliance with agency and carrier policies. The ideal candidate will thrive in a collaborative environment and be committed to delivering exceptional customer experiences.</p><p><br></p><p>Responsibilities:</p><p>• Provide support to the service assistant by managing client tasks from the Personal Lines service inbox.</p><p>• Assist clients with filing auto and home insurance claims and address billing inquiries.</p><p>• Update payment plans and follow up on property inspections to ensure compliance with agency processes.</p><p>• Write and review policies for existing clients, adhering to underwriting guidelines and completing necessary checklists.</p><p>• Conduct policy reviews, identify opportunities for cross-selling or upselling, and work to retain existing client policies.</p><p>• Record customer interactions in the agency management system.</p><p>• Organize daily priorities using desk management standards and maintain a streamlined workflow.</p><p>• Collaborate with the Personal Lines Sales and Service teams to achieve shared goals and enhance customer satisfaction.</p><p>• Build positive relationships with carrier personnel to ensure smooth operations.</p>
<p>We are offering a contract to hire employment opportunity for a diligent and attentive Customer Service Representative in the museum industry located in downtown Memphis. This role involves providing exceptional guest services, maintaining the flow of traffic, working in the gift shop, and becoming an expert on the museum. </p><p> </p><p>This is an on-your-feet role and does require working every Saturday and Sunday, plus three other days during the week to be a full-time 40 hour work week. Hours are 8:30-5:30. Please apply for this role if you have great customer service experience, can stand for periods of time, and able to commit to weekend hours</p><p> </p><p>Responsibilities:</p><p>• Greet guests at the entrance and box office, ensuring a warm and welcoming experience.</p><p>• Become proficient in knowledge about the museum to accurately and enthusiastically share information with guests.</p><p>• Monitor assigned areas within the museum exhibit halls, ensuring all areas are covered and maintained.</p><p>• Assist guests by providing directions and answering any inquiries they may have about the exhibits.</p><p>• May be stationed at various points within the museum, including the entrance, hallways, etc. and are expected to manage these stations effectively.</p><p>• Provide talking points and relevant information to guests.</p><p>• Achieve organizational sales and service goals by promoting and selling museum merchandise.</p><p>• Assist in managing store inventory and ensuring the retail store is well-stocked and organized.</p><p>• Maintain a high level of customer service and retail sales skills to effectively engage with guests and enhance their museum experience.</p><p>• Direct guests efficiently throughout the museum to maintain a smooth flow of traffic.</p>
<p>We are looking for a dedicated Solution Center Representative to join our team in Indianapolis, Indiana. In this contract, you will serve as the first point of contact for educators and administrators, providing exceptional support for curriculum implementation and troubleshooting inquiries. This role requires a proactive approach to customer service, ensuring smooth communication and identifying opportunities to enhance school experiences. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide personalized support to schools, addressing curriculum implementation and operational inquiries.</p><p>• Respond to questions related to program details, curriculum guidance, and purchasing or order statuses.</p><p>• Assist with school registration processes and resolve equipment or software-related issues.</p><p>• Deliver Tier 1 IT support and guide users through system and site navigation.</p><p>• Identify opportunities for additional services or products that align with school needs.</p><p>• Collaborate with team members to resolve complex issues and ensure customer satisfaction.</p><p>• Maintain detailed records of interactions and tasks using a customer relationship management tool.</p><p>• Perform administrative tasks and support team projects as needed.</p><p>• Meet established service level, productivity, and quality goals.</p><p>• Recommend innovative solutions and emerging trends to improve processes.</p>
<p>We are offering a contract position opportunity for a Customer Service Representative in the bustling city of Fairfax, Virginia. This position is located within a dynamic industry with a focus on customer interaction. The role is based on site, offering the opportunity to be part of a vibrant office environment with the opportunity to get your foot in the door with an excellent company.</p><p><br></p><p>Responsibilities:</p><p>• Efficiently and accurately process customer credit applications.</p><p>• Handle mailings.</p><p>• Update customer accounts and perform data entry tasks.</p><p>• Address and resolve customer inquiries in a timely and detail-oriented manner.</p><p>•Handle multiple phone calls in a fast-paced environment while maintaining attention to detail.</p><p>• Adapt to different situations, showcasing flexibility and a positive attitude.</p><p>• Work collaboratively within the team in a high-paced call center environment.</p><p>• Utilize Microsoft Office Suite for various tasks and maintain computer literacy.</p><p><br></p>
<p>We are currently searching for a Contact Center Representative for our clients' Contact Center. This will be a fully onsite role based in North Shore, Pittsburgh for a contract-to-hire opportunity. The starting salary for this position ranges from $17.00 to $22.00. This position offers free parking and near bus line. This position is responsible for handling a high volume of inbound and or outbound calls. Identify our customer’s needs, provide product/service information, and to resolve any questions and or concerns they may have. The candidate should be familiar with various banking concepts, products, services, and have the ability to perform various customer service tasks. The candidate should have an outgoing, upbeat, and friendly demeanor. A positive work ethic and must work well in a team environment.</p><p><br></p><p>Must be flexible to work the following hours. shifts will change and must be able to work late nights and weekends!</p><p>Schedule/Hours</p><p>• Monday thru Friday 7:45AM-9PM</p><p>• Saturdays and Sundays 7:45AM -5PM</p><p>• FT – 5 days a week, 40 hours a week with varying shifts (7:45AM-5, 9AM-6, 10AM-7, 12PM-9) + rotating weekend shifts.</p><p>• 90 Day Training Period in which your schedule will be Monday – Friday 7:45AM-5PM (Full Time only)</p><p><br></p><p>Primary Responsibilities:</p><p>Respond to a high volume of incoming telephone calls related to a variety of customer service requests and general banking inquiries. Quickly identify the customer’s needs, determine the best solution or provide an alternative recommendation, and communicate the proper resolution to the customer. The ideal candidate understands and strives to meet or exceed the Contact Center’s Key Performance Metrics on a daily, weekly and monthly basis. Promotes bank products and services by properly identifying the customer’s needs and providing appropriate offerings.</p><p>Performs various tasks to include refund requests, dispute handling, payoff quotes, address complaints, update account changes, process stop payments, submit credit card limit increase inquiries.</p><p>Provide basic trouble shooting support for online banking products and services such as password resets, mobile banking, and bill payments.</p><p>Support branch operations and act as a liaison between the branch and customer through engagement and ownership of the service request. Act as the “voice of the customer” by submitting feedback.</p><p>Builds sustainable relationships by displaying a friendly demeanor, superior customer service, empathy and the desire to help, while providing exceptional customer service. Performs other related duties and projects as assigned by management. Ability to work some holidays and weekends.</p><p><br></p><p>Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:</p><p>High School Diploma or GED</p><p>College a plus</p><p><br></p>
We are looking for a skilled Legal Assistant to join our team in Akron, Ohio. This is a Contract to permanent position offering a dynamic opportunity to support two attorneys in a detail-oriented, fast-paced environment. The ideal candidate will have experience with e-filing, litigation processes, and discovery, and will play a key role in ensuring efficient legal operations.<br><br>Responsibilities:<br>• Provide administrative support to attorneys, including managing calendars and scheduling appointments.<br>• Prepare and file legal documents electronically using e-filing systems.<br>• Assist in litigation tasks such as document discovery and trial preparation.<br>• Maintain organized records and ensure timely court filings.<br>• Draft correspondence and legal documentation as needed.<br>• Coordinate office activities to ensure smooth workflow and effective communication.<br>• Conduct legal research and compile information for case preparation.<br>• Handle dictation and transcription tasks accurately and promptly.<br>• Collaborate with attorneys and other staff on case-related projects.<br>• Manage client communication and maintain confidentiality at all times.
<p><strong>ob Description: Customer Service Representative (CSR)</strong></p><p>We are looking for a dedicated and personable Customer Service Representative to join our team. As a CSR, you will be the front line of communication with our clients, providing effective solutions, answering inquiries, and ensuring high levels of customer satisfaction.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries via phone, email, and chat.</li><li>Understand products, services, and policies to provide accurate information.</li><li>Resolve customer complaints and issues efficiently and professionally.</li><li>Document all customer interactions in the company’s CRM system.</li><li>Process orders, returns, exchanges, and service requests.</li><li>Collaborate with internal teams to ensure customer needs are met.</li><li>Upsell or cross-sell products and services as appropriate.</li><li>Maintain confidentiality and demonstrate professionalism in all interactions.</li><li>Meet or exceed performance metrics related to customer satisfaction and response time.</li></ul><p><br></p>
<p>We are seeking a reliable and detail-oriented Customer Service & Administrative Associate to join our client’s team. This role provides support across customer service, order processing, invoicing, and administrative functions while partnering closely with the President, shipping, and production departments. The ideal candidate will be proactive, organized, and able to manage multiple responsibilities in a fast-paced environment.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p> • Provide customer support regarding product and pricing information</p><p> • Manage order status updates, returns, and expediting shipments</p><p> • Communicate with freight companies to resolve shipment issues</p><p> • Process and enter orders accurately</p><p> • Handle invoicing, filing, and other administrative duties</p><p> • Offer support to the President and assist shipping/production departments</p><p> • Maintain high accuracy and meet deadlines independently</p><p><br></p>
<p>Wilmington Delaware client, seeks a Customer Service Representative with a positive attitude and willingness to learn and adapt. This Customer Service Representative will engage with customers on order requests and updates, create and update customer files, draft customer quotes, assist with inventory management, fulfill customer orders, submit scheduling forms, attend weekly sales meetings, resolve customer inquiries, research and identify areas for process improvement, and provide administrative assistance where needed. The ideal candidate should have great communication skills, strong multi-tasking capabilities, and the ability to thrive within a team environment.</p><p><br></p><p>Major Responsibilities</p><p>· Fulfill customer inquiries</p><p>· Order/Vendor Management</p><p>· Build strong customer relationships</p><p>· Process Improvement</p><p>· Sales Support</p><p>· Maintain customer records</p><p>· Delivery Tracking</p><p>· Follow-up with all customer correspondence via phone and email</p><p>· Ability to transfer documentation into a Paperless Environment</p>
<p>We are looking for a Workplace Experience Ambassador to join our team in Overland Park, Kansas. In this role, you will ensure that building spaces are well-maintained and set up to create an exceptional experience for employees and visitors. This position requires a strong focus on customer service and collaboration across various teams. This is a contract-to-hire opportunity. 100% on-site. Requires you to be on your feet during the day and not just at a desk.</p><p><br></p><p>Responsibilities:</p><p>• Deliver exceptional customer service to both internal and external visitors, ensuring a welcoming and attentive environment.</p><p>• Manage front-of-house services, including directing inquiries to the appropriate departments.</p><p>• Organize and oversee the physical setup of meeting rooms and event spaces, including arranging furniture, signage, and equipment.</p><p>• Maintain accurate and updated records of room bookings and event calendars.</p><p>• Assist with other facilities-related tasks and services as needed to support the team.</p><p>• Collaborate with teams to ensure seamless communication and service delivery.</p><p>• Ensure all building spaces meet cleanliness and functionality standards.</p><p>• Respond promptly to requests and resolve issues to enhance the overall workplace experience.</p>
<p>We are hiring a dependable and personable <strong>Client Support Representative</strong> to join a well-respected organization in the Quad Cities. This role offers a welcoming workplace and opportunities for flexibility. If you enjoy helping customers, staying organized, and working in a team-oriented environment, this could be a great fit!</p><p><br></p><p><strong><u>How to Apply</u></strong></p><p>Submit your application today or call our office at 563-359-3995 to learn more! Lydia, Christin, or Erin are great points of contact.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Respond to incoming calls from clients and provide clear, friendly, and professional assistance.</li><li>Identifying the customer needs and matching them to the right services.</li><li>Record and update customer details accurately.</li><li>Communicate important information to internal teams to ensure smooth follow-up.</li></ul>
<p><strong><em>Boutique Plaintiff Firm Seeks Pre-Litigation Attorney--Want to Switch to Pre-litigation instead?</em></strong></p><p><br></p><p><strong>About Firm & Position:</strong></p><p> A FRIENDLY boutique plaintiff personal injury firm with 6 attorneys and over 25 staff members is seeking a Pre-Litigation Attorney to join their Los Angeles office. The practice is highly regarded for its professionalism and dedication to clients, handling a wide range of catastrophic and serious injury cases including car accidents, wrongful death, pedestrian accidents, brain and spinal injuries, motorcycle and truck accidents, slip and fall claims, and dog bite matters. Attorneys at this firm have consistently praised its collaborative culture and strong leadership.</p><p><br></p><p><strong>Pre-Litigation Attorney Responsibilities:</strong></p><ul><li>Manage and oversee the firm’s pre-litigation matters with the support of case managers, assistants, and specialized departments (property damage, medical records, demands, negotiations, and lien resolution).</li><li>Strategically evaluate case value and liability issues, working closely with clients and staff throughout the process.</li><li>Provide mentorship and direction to support staff handling intake, negotiations, and medical documentation.</li><li>Collaborate with the trial team for seamless transition of cases, where appropriate.</li></ul><p><strong>Hours:</strong> WORK-LIFE Balance, 5 days onsite.</p><p><strong>Perks:</strong> Attorneys we’ve placed have described this as one of the most professional plaintiff PI firms in Los Angeles, with a managing partner who is known for being personable and supportive. The role offers work-life balance, particularly appealing for attorneys seeking a transition from litigation to pre-litigation work. We've placed multiple people with this firm!!!</p><p><strong>Salary:</strong> $120k-$170k base salary + bonus potential.</p><p><strong>Benefits:</strong> Medical, dental, vision, 401(k) with 4% match, paid holidays, 10 vacation days, 6 sick days, and covered parking.</p><p><strong><u>TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]</u></strong></p>
<p>San Francisco law firm looking for Litigation Legal Assistant / Legal Secretary with at least 3-5 years of experience to join a thriving legal practice.</p><p><br></p><p>Responsibilities:</p><p> · Provide secretarial support to litigation attorneys.</p><p> · Prepare, format, and proofread legal documents, including pleadings, motions, briefs, correspondence, and discovery materials. </p><p> · Manage and organize case files. </p><p> · Maintain attorney calendars, schedule meetings, depositions, court appearances, and deadlines, and make necessary arrangements.</p><p> · Electronic filing (e-filing) procedures in state and federal courts.</p><p> · Perform other administrative to support the team. </p><p><br></p>
<p>We are looking for a dedicated Bilingual (Spanish and English) Customer Experience Specialist to join our non-profit team in San Diego, California. In this Contract to permanent position, you will play a vital role in delivering exceptional service and support to individuals seeking assistance, ensuring their needs are met with care and professionalism. If you are passionate about fostering positive experiences and thrive in a collaborative, mission-driven environment, this role offers an opportunity to make a meaningful impact every day.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming inquiries by phone, email, or chat, offering accurate information, referrals, and assistance.</p><p>• Record and update all client interactions in web-based systems promptly and accurately.</p><p>• Stay informed about available services and resources to provide the most relevant support.</p><p>• Work closely with internal teams to ensure that client needs are addressed effectively and efficiently.</p><p>• Maintain a high level of professionalism and empathy in all communications with clients.</p><p>• Utilize CRM platforms and other software tools to manage and track customer interactions.</p><p>• Assist clients with billing inquiries and benefit-related questions, ensuring clarity and resolution.</p><p>• Analyze and resolve customer issues, escalating complex cases to appropriate departments when necessary.</p><p>• Uphold organizational standards and contribute to the overall success of the team through collaboration and reliability.</p>
Are you an organized and proactive detail oriented seeking your next career move? Our company is currently looking for a skilled Project Coordinator to help drive successful outcomes across diverse projects. Key Responsibilities: Assist in planning, executing, and closing projects while keeping timelines on track Coordinate daily operations and collaborate with team members, vendors, and clients Monitor project progress and resolve issues to ensure deliverables are met Prepare reports, maintain documentation, and communicate project updates Support the project lead by organizing meetings, taking minutes, and tracking action items
<p>Robert Half is working with an emerging lemon law practice in Beverly Hills, California. As part of this team, an attorney's primary duties will include reviewing the work of paralegals and legal assistants, attending hearings, and effectively handling motion work. Your role will also involve going to auto inspections and managing discovery, including depositions. There is <strong>huge </strong>opportunity to come into a growing firm and the principal is ready to offer great bonus potential!</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Oversee the work of paralegals and legal assistants to ensure quality and accuracy.</p><p>• Attend hearings and represent our clients effectively.</p><p>• Conduct thorough motion work as required in different cases.</p><p>• Participate in auto inspections as part of the legal process.</p><p>• Handle discovery processes, which includes conducting depositions.</p><p>• Review and analyze court’s guidance for motion requirements.</p><p>• Assist in preparing discovery shells and help with responses.</p><p>• Summarize discovery responses for ease of reference.</p><p>• Use your knowledge in Civil Litigation and Lemon Law to benefit our clients.</p><p>• Utilize your skills as a Licensed Attorney and Litigation Attorney to enhance our team's performance.</p>
<p>Our company is seeking a dedicated and enthusiastic Customer Service Representative to join our team. This role is vital to ensuring customer satisfaction and supporting ongoing business success. The ideal candidate will be an excellent communicator who is comfortable solving problems and delivering service in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for customer inquiries via phone, email, or chat</li><li>Address customer questions, resolve concerns, and provide accurate information regarding products and services</li><li>Process orders, applications, and service requests in a timely manner</li><li>Document all interactions in the customer relationship management (CRM) system</li><li>Escalate complex issues to the appropriate department or manager when necessary</li><li>Collaborate with colleagues in other departments to ensure seamless customer support</li></ul><p><br></p>
Litigation Attorney <br>Job Type: Full-time<br>Position Summary:<br>We are a rapidly growing law firm seeking a highly motivated and Illinois Bar licensed associate personal injury lawyer to handle a large and growing docket of cases. We are looking for candidates that are experienced (3+ years) personal injury and/or nursing home lawyers. Familiarity with discovery and litigation and excellent research and writing skills required.<br>This position will primarily entail handling all aspects of pre-litigation and litigation personal injury cases along with managing a staff member(s) working with the lawyer on the cases.<br>The lawyer will be supported by skilled legal assistant(s) who will help lead client communications, prepare documents, and all demands related to your cases. Overall organization and attention to detail are necessary to this position along with the willingness and ability to regularly interact with clients, adjusters, and other lawyers/paralegals over the phone and in person. Excellent communication (verbal and written), computer, analytical, and initiative are all essential skills.<br>You will be a part of a fast-paced team environment and will have all the needed support to allow you to grow as a lawyer and to focus on the proper workup of your cases in preparation for settlement or litigation.<br>Other facets of the position are to support the firm mission and values and align, motivate and inspire other team members to deliver exceptional high-quality results by their consistent example and influence. In addition, all employees are responsible for fostering a positive work environment by building effective working relationships, making sound decisions while delivering and achieving high-quality, customer-focused results.<br>Work Locations:<br>Primary locations are Springfield or Bloomington. However, other office locations served and are an option for this opening include: Champaign, Decatur, Macomb, Quincy, and Rushville Illinois. Remote work may be an option for the right person(s), at a minimum during COVID.<br>The position offers a competitive salary along with full benefits, including health dental, vision, FSA, paid time off, and 401(k).
We are looking for an empathetic and detail-oriented Customer Service Representative to join our team in St. Petersburg, Florida. In this critical role, you will work with individuals seeking mental health services, providing compassionate support and efficient scheduling assistance. This is a contract-to-permanent position, offering an opportunity to make a meaningful impact in the lives of others while supporting a private nonprofit organization dedicated to behavioral health services.<br><br>Responsibilities:<br>• Respond to inbound calls with warmth and professionalism, addressing client concerns and inquiries.<br>• Schedule appointments and manage electronic records using specialized systems.<br>• Rotate between front office and back office duties to ensure seamless operations.<br>• Assist individuals during challenging moments, offering exceptional customer service with sensitivity and patience.<br>• Maintain compliance with privacy and organizational standards while handling confidential information.<br>• Utilize Microsoft Excel and Word to perform data entry and manage client records.<br>• Engage in email correspondence to communicate with clients and internal teams.<br>• Address issues or complaints from upset or distressed clients with care and problem-solving skills.<br>• Support the organization’s mission by treating all clients with dignity and respect.<br>• Participate in training programs to stay updated on systems and procedures.
<p>Robert Half's client is seeking a highly skilled Legal Assistant or Property Tax Paralegal to support legal operations specializing in property tax law. This role requires strong organizational, research, and communication skills, along with the ability to manage deadlines in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and update client data within Salesforce, ensuring accurate and timely information for property tax appeal cases.</p><p>• Conduct research on property tax laws, market trends, and valuation data to support the preparation of appeals.</p><p>• Serve as a key point of contact for clients, assessors, legal teams, and government entities, handling inquiries and communications effectively.</p><p>• Prepare and track legal documents, contracts, and agreements using Salesforce workflows.</p><p>• Organize case timelines and ensure tasks and deadlines are met to support property tax appeals.</p><p>• Provide administrative support to the legal team during hearings, trials, and meetings.</p><p>• Monitor and document performance metrics related to negotiated agreements and legal operations.</p><p>• Collaborate with team members to streamline processes and maintain compliance with property tax appeal requirements.</p><p>• Analyze property and market data to provide insights that guide strategic decisions in legal cases.</p><p>• Manage Salesforce-driven workflows to enhance operational efficiency and client interactions.</p>
We are looking for a detail-oriented TESS Specialist to join our team in Chicago, Illinois, on a contract basis. This role involves performing administrative and operational tasks to support tax-related processes and ensure timely delivery of client services. The position requires candidates to work on-site, including weekends, and to handle paper tax returns with precision and accuracy.<br><br>Responsibilities:<br>• Print and assemble tax returns using firm-specific software and workflow tools, ensuring all required client deliverables are included.<br>• Scan and organize client workpapers, tax organizers, and related documents into the document management system.<br>• Package and prepare paper tax returns for delivery to external clients, adhering to established deadlines and quality standards.<br>• Track due dates for tax return deliveries and maintain accurate reporting to meet client expectations.<br>• Assist with new client setup processes, ensuring all necessary information is entered correctly.<br>• Perform general administrative tasks, such as photocopying, scanning, and document preparation, to support the team.<br>• Monitor workflows and maintain accurate records of completed tasks.<br>• Collaborate with team members to address and resolve operational challenges in a fast-paced environment.<br>• Ensure all deliverables meet high standards of accuracy, timeliness, and service quality.<br>• Participate in additional duties as assigned to support business needs.
<p>We are looking for a Sales Coordinator to join our client's team on a contract basis in Encino, California. This role is essential in assisting the sales team with administrative tasks, data management, and customer support to ensure smooth operations. </p><p><br></p><p>Responsibilities:</p><p>• Process and manage order entries accurately to support the sales team's operations.</p><p>• Collaborate with the sales team to prepare and deliver compelling sales presentations.</p><p>• Assist in executing brand marketing strategies to enhance customer engagement and market reach.</p><p>• Maintain and update databases with precise data entry to ensure records are current and accessible.</p><p>• Support B2B marketing initiatives by coordinating and implementing targeted campaigns.</p><p>• Respond to customer inquiries, providing timely and thorough assistance.</p><p>• Generate reports and analyze sales data to identify trends and opportunities.</p><p>• Coordinate with internal departments to ensure seamless communication and workflow.</p><p>• Help in organizing sales meetings and training sessions for team development.</p><p>• Contribute to improving operational processes and enhancing efficiency within the sales department.</p>
<p><strong><u>Account Services Specialist</u></strong> (Customer Service / Account Management)</p><p><em>Direct-Hire / Permanent position</em></p><p>Robert Half contact: <u>Drew.Schroll@RobertHalf com.</u></p><p><br></p><p>*Fully onsite role - 5 days per week in office, 8a-4p schedule*</p><p><br></p><p>The Account Services Specialist will help support the customers of the organization on any pertinent requests and enhance their overall experience. primarily focuses on the development and execution of sales plans, business development, member retention, and relationship building. The Account Services Manager will assist with obtaining feedback, helping prepare for trade shows, and ensuring the accuracy of our CRM.</p><p><br></p><p><strong>RESPONSIBILITIES:</strong></p><p>· Serve as the primary point of contact for inquiries via phone, email, and chat</p><p>· Resolve issues efficiently and professionally, ensuring high satisfaction</p><p>· Softly upsell other opportunities for engagement</p><p>· Maintain accurate records of interactions and transactions in CRM systems</p><p>· Collaborate with internal departments to address customer needs and follow up on outstanding issues.</p><p>· Receive and process incoming quote requests from customer</p><p>· Coordinate quote status information to the external sales team</p><p>· Log, track and follow up on outstanding quotes in accordance with the defined turnaround time</p><p>· Identify process improvements and contribute to the development of best practices</p><p>· Providing exceptional, timely customer service daily</p><p>· Supporting new customer onboarding and training</p><p>· Preparing data driven reports that support securing new members</p><p><br></p><p>Along with a great culture, growth potential, and leadership team to learn from, this position a competitive salary, annual company bonus potential, and great benefits.</p><p><br></p><p>For more information, please email your resume to <u>Drew.Schroll@RobertHalf com. </u></p><p><br></p>
