<p>We are looking for a Customer Service Advisor to join our team in Graysville, Alabama. In this role, you will serve as the key liaison between customers and the service team, ensuring smooth communication and a high level of client satisfaction. This is a Contract to permanent position within the transport industry, offering an excellent opportunity to grow and develop your skills.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary point of contact between customers and the service team, facilitating clear communication.</p><p>• Schedule service appointments and coordinate with customers to confirm details.</p><p>• Provide accurate pricing information and prepare detailed service orders.</p><p>• Promote additional services to customers based on their needs and vehicle requirements.</p><p>• Utilize Microsoft Office and other software to manage repair orders and maintain customer records.</p><p>• Ensure follow-up with customers regarding service updates and inquiries.</p><p>• Handle multiple tasks efficiently in a fast-paced environment.</p><p>• Maintain a welcoming and detail-oriented demeanor while addressing customer concerns.</p><p>• Support administrative tasks to streamline service operations.</p>
<p>We are looking for a dedicated and healthcare bilingual Customer Service Representative to join our team on a long-term contract basis. In this role, you will assist with customer calls, including a significant portion of Spanish-speaking inquiries, ensuring high-quality service and satisfaction. This is a remote position, offering flexibility to work from home in Central, Mountain, or Pacific Time Zones.</p><p><br></p><p>Responsibilities:</p><p>• Provide exceptional customer service by handling inquiries and resolving issues with professionalism and care.</p><p>• Manage and document customer interactions using established procedures and systems.</p><p>• Schedule appointments and coordinate with internal teams to meet client needs.</p><p>• Ensure accuracy and quality in data entry and paperwork, adhering to company policies.</p><p>• Maintain a strong understanding of medical coverage, benefit functions, and claim administration processes.</p><p>• Communicate effectively in both English and Spanish to assist a diverse customer base.</p><p>• Meet department performance goals related to satisfaction, accuracy, and attendance.</p><p>• Participate in training programs to stay updated on company procedures and policies.</p><p>• Handle sensitive and complex customer information with discretion and confidentiality.</p><p>• Provide support during occasional overtime or holiday shifts as required by business needs.</p>
<p>Robert Half has great ongoing opportunities for professional Call-Center CSRs. We are currently seeking motivated, empathetic, and customer-focused individuals to join our team. This is an excellent opportunity for individuals who are passionate about helping others and have strong communication skills. As a Call Center Customer Service Representative, you will be the first point of contact for our customers, providing them with the assistance and support they need via phone, email, or chat. Your role will involve addressing customer inquiries, resolving complaints, processing orders, and offering solutions to ensure an outstanding customer experience. The ideal candidate will be patient, professional, and adept at managing a high volume of calls while maintaining a positive attitude. Please call (818) 703-8818 for immediate consideration.</p>
Robert Half is assisting a healthcare organization in seeking a highly organized and detail-oriented ED Registrar for a long-term temporary assignment. The successful candidate will serve as the primary point of contact for patients, visitors, and medical staff in the emergency room, providing exemplary customer service while ensuring accurate recording and management of patient information.<br><br>The schedule for this position is:<br>Wk1 Sun, Tue, Wed, Th, Fr 4.30p-1a<br>Wk 2 Mon, Tue, Th, Fri, Sat, 4.30p-1a<br><br><br><br>Key Responsibilities:<br><br>Patient Registration: Collect, verify, and record patient information at registration to ensure all data is accurately documented in the system <br>Insurance Verification: Confirm patient insurance coverage and enter details into the system, ensuring compliance with policies and procedures <br>Customer Service: Provide prompt, courteous assistance to patients and visitors, addressing inquiries and concerns with professionalism and empathy <br>Coordination with Medical Staff: Collaborate with emergency room physicians and nurses to ensure smooth patient admission and communication during critical situations.<br>Document Management: Maintain compliance with HIPAA standards while handling sensitive patient information, ensuring all forms are completed and filed properly <br>Payment Processing: Process payments for services and provide receipts where needed, including collecting co-pays where applicable.<br><br>Previous experience in a healthcare setting, particularly in patient registration or administrative roles, is strongly preferred.<br>Proficiency with hospital information systems and software such as Epic or Cerner is a plus.<br>Ability to handle fast-paced, high-stress situations with efficiency while maintaining a calm demeanor.<br>Excellent verbal and written communication skills.<br>Strong attention to detail and organizational skills.<br>Knowledge of medical terminology and insurance processes is preferred.<br>Must be able to adapt and be reliable in a dynamic environment. For immediate consideration please call Christine at 215-244-1870, or send your updated resume to Christine at Christine.MacMahon@RobertHalf com Thank you!
<p>Are you passionate about delivering exceptional service while supporting employees at every level? Do you thrive in fast-paced environments, where you can leverage your technical savvy and interpersonal skills? Join us as an <strong>HR Contact Specialist</strong> and play a critical role in assisting employees and leaders across multiple business units with their HR inquiries!</p><p><strong>Position Overview:</strong></p><p>As an <strong>HR Contact Specialist</strong>, you will be the first point of contact for internal and external employees, managers, leaders, retirees, applicants, and third-party vendors. You will handle inquiries via phone, chat, email, and online portals while following established policies and procedures specific to various business units. Your ability to adapt, multitask, and navigate multiple systems will be vital in ensuring inquiries and issues are resolved efficiently and accurately.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Support and Resolve HR Inquiries:</strong> Provide guidance related to payroll, benefits, FMLA, LOA, time-off, W2 information, tax details, and more for internal and external stakeholders.</li><li><strong>Utilize ServiceNow for Case Management:</strong> Track intake and requests while ensuring proper documentation and adherence to HR protocols.</li><li><strong>Understand and Apply Policies:</strong> Respond to inquiries specific to individual business units—using relevant policies and procedures.</li><li><strong>System Navigation:</strong> Leverage multiple tools such as CRM, Workday, ServiceNow, SharePoint, etc. to efficiently retrieve necessary information and process requests.</li><li><strong>Escalation:</strong> Identify cases requiring exception handling or policy interpretation and escalate them appropriately to achieve effective resolutions.</li><li><strong>Continuous Feedback:</strong> Share insights into employee experiences to drive improvements in service quality and streamline processes.</li></ul><p><br></p>
<p>Responsibilities:</p><p>• Deliver exceptional customer service by addressing inquiries, resolving complaints, and managing claims in line with legal regulations.</p><p>• Support sales and promotional activities by coordinating communication and installations with customers.</p><p>• Develop and implement initiatives to proactively inform and educate customers about products and services.</p><p>• Analyze customer feedback and surveys to identify areas for improvement and create actionable plans.</p><p>• Follow established procedures and guidelines to ensure consistency in decision-making and task execution.</p><p>• Maintain accurate records of customer interactions and claims to support efficient resolution and reporting.</p><p>• Collaborate with internal teams to enhance customer satisfaction and streamline processes.</p><p>• Provide training and guidance to customers on product usage and service options.</p><p>• Ensure compliance with consumer laws and company policies in all interactions.</p><p>• Assist in planning and executing customer-focused strategies to drive engagement and loyalty.</p>
<p>We are looking for a detail-oriented Client Account Coordinator to join our team in Washington, District of Columbia. In this role, you will play a key part in overseeing client billing processes, ensuring compliance with firm and client guidelines, and maintaining accurate financial records. This position offers a hybrid work environment, competitive compensation, and excellent benefits.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and distribute detailed client reports, including weekly, quarterly, and year-end summaries, using 3E software.</p><p>• Ensure all billing activities comply with firm policies and client-specific guidelines, while adhering to matter engagement terms.</p><p>• Collaborate effectively with attorneys, legal staff, and clients in a decentralized billing structure to resolve any invoicing issues.</p><p>• Oversee client invoicing processes, manage collections activities, and generate monthly accounts receivable reports.</p><p>• Review and verify the accuracy of billing data and supporting documentation prior to distribution.</p><p>• Research and address client inquiries regarding billing discrepancies or issues in a timely manner.</p><p>• Develop and implement new billing formats tailored to client needs and firm objectives.</p><p>• Prepare and manage electronic billing submissions, while maintaining the eBilling hub to ensure smooth operations.</p><p><br></p><p><br></p><p> All interested candidates in this Client Account Coordinator and other full-time permanent opportunities across the D.C. area please send your resume to Justin Decker via LinkedIn. </p><p> </p><p><br></p>
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame starting Mid September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience, volunteer experience, or worked on a team in a work, extracurricular, or recreational capacity. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p> </p><p><strong><u>**Please note that our client is looking for candidates with open availability to fit the store schedule. They are also asking for limited time off request during these three weeks. Open availability is best**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 15th to Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul><p><br></p>
We are looking for a dedicated Workers' Compensation Customer Service Representative to join our team in Albany, New York. In this role, you will play a key part in supporting the production and retention of insurance accounts while delivering exceptional service to policyholders. This position requires a strong understanding of workers' compensation policies and a proactive approach to customer service.<br><br>Responsibilities:<br>• Oversee existing insurance policies to ensure audits, reports, and claims are managed in compliance with New York State regulations.<br>• Assist policyholders by addressing claims, providing educational materials, verifying coverage, and delivering proof of insurance.<br>• Identify and pursue new business opportunities to meet monthly sales targets.<br>• Perform administrative tasks such as bookkeeping, data entry, electronic filing, resolving billing issues, and processing policy changes.<br>• Collaborate with agents to prepare certificates of insurance and renewal documents.<br>• Serve as a backup representative for workers’ compensation client services.<br>• Develop expertise in regulations and requirements specific to agriculture-related Workers’ Compensation Safety Group 486.<br>• Maintain effective systems and procedures to ensure revenue generation while providing high-quality service to members.<br>• Support departmental programs and services by adhering to established processes and objectives.
We are looking for a dedicated Bilingual Spanish/English Loyalty Services Representative to join our team in Jersey City, New Jersey. As part of this long-term contract position, you will play a key role in providing exceptional service to policyholders and customers. This role involves handling inbound and outbound calls, addressing inquiries, resolving issues, and supporting retention efforts.<br><br>Responsibilities:<br>• Respond to customer inquiries and service requests via inbound and outbound calls, ensuring timely and accurate resolutions.<br>• Assist policyholders in understanding the benefits of their insurance products to support retention and minimize cancellations.<br>• Handle the collection of both current and overdue premiums, ensuring compliance with company standards.<br>• Manage various call domains, including claims intake, policy administration, billing, and agent support, as needed.<br>• Enter and maintain accurate data across multiple applications while adhering to established procedures.<br>• Provide clear guidance and set expectations for policyholders regarding their insurance policies.<br>• Consistently meet or exceed departmental performance metrics, such as call quality, average handle time, and other KPIs.<br>• Collaborate with leadership to support process improvements and share feedback for enhancing customer service.<br>• Demonstrate the organization’s values and traits while performing duties and addressing customer needs.<br>• Adapt to various shifts and schedules as required to meet operational demands.
We are looking for a dedicated Customer Relations Specialist to join our team in Boston, Massachusetts. In this role, you will provide exceptional support to customers, addressing their inquiries related to billing, payments, and mortgage servicing. This is a long-term contract position that offers an excellent opportunity to contribute to impactful work while enhancing your expertise in mortgage servicing and customer relations.<br><br>Responsibilities:<br>• Address customer inquiries by providing payment details, managing payment adjustments, and clarifying documentation and billing information.<br>• Collaborate with management to oversee third-party billing partners, ensuring accurate escrow analyses and billing data.<br>• Organize correspondence from applicants and provide timely responses to inquiries.<br>• Reach out to clients with delinquent accounts, investigate reasons for payment delays, and encourage timely payments.<br>• Present viable solutions to resolve arrearages, including appropriate use of capital reserve accounts.<br>• Refer clients to the Loss Mitigation Manager when necessary and work collaboratively to resolve complex issues.<br>• Utilize mortgage loan servicing systems, Encompass, and other automated tools to track tasks and generate timely reports.<br>• Maintain detailed records of all customer interactions, ensuring accurate documentation and easy tracking.<br>• Participate actively in team meetings and contribute to process improvement initiatives.<br>• Support additional administrative tasks, including backlog processing, as needed.
We are looking for a Bilingual Spanish/English Loyalty Services Representative to join our team in Chicago, Illinois. In this role, you will provide exceptional support to policyholders, leveraging your communication skills to address inquiries and resolve issues effectively. This is a long-term contract position with opportunities for growth and development.<br><br>Responsibilities:<br>• Deliver outstanding customer service to policyholders through inbound and outbound calls, addressing inquiries and resolving service or claims-related issues.<br>• Assist customers who wish to cancel their insurance policies by highlighting product benefits and finding solutions to retain them.<br>• Collect and process premium payments, including past due amounts, while ensuring accurate data entry across multiple applications.<br>• Provide clear instructions and set expectations for policyholders, ensuring their needs are met.<br>• Consistently achieve departmental performance metrics, including quality standards, average handle time, and other KPIs.<br>• Conduct needs analysis assessments to determine policyholder requirements and offer appropriate solutions.<br>• Collaborate with team members and leadership to support process improvements and provide feedback.<br>• Exhibit professionalism and align with organizational values, demonstrating strong leadership traits.<br>• Adapt to various shifts within the designated work schedule as required.<br>• Undertake additional tasks as assigned to support organizational objectives.
<p> Robert Half is seeking a <strong>Bilingual Spanish Call Center Specialist</strong> to support a help-line for our client. This role is vital for providing consistent, empathetic, and efficient service to callers, ensuring their needs are met promptly and professionally.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide outstanding customer service to callers in both Spanish and English, maintaining professionalism and empathy at all times.</li><li>Assist inbound callers with inquiries, troubleshooting requests, and resolving issues according to defined protocols.</li><li>Accurately document interactions and maintain records in a help desk or call management system.</li><li>Deliver accurate information about services, policies, or procedures, tailoring responses to fit the needs of diverse callers.</li><li>Escalate complex issues or emergencies to appropriate personnel for further resolution.</li><li>Collaborate with team members across shifts to ensure seamless handoff and continuity of care for active cases.</li><li>Stay informed of updates or changes in company procedures to provide accurate, up-to-date information to callers.</li><li>Adhere to performance metrics, including response time, call quality, and issue resolution rates.</li></ul><p><br></p>
We are looking for a highly organized and detail-oriented Logistics Clerk to join our team in Haltom City, Texas. In this long-term contract position, you will play a key role in managing customer accounts, ensuring timely responses to inquiries, and maintaining high standards of customer service. This role requires a proactive approach to problem-solving and a commitment to delivering exceptional service in a dynamic, fast-paced environment.<br><br>Responsibilities:<br>• Oversee and manage multiple customer accounts, ensuring all interactions and processes align with company standards.<br>• Handle logistics, contract management, and customer relations to maintain smooth operations and foster positive relationships.<br>• Communicate effectively with internal and external customers through both written and verbal channels.<br>• Process order entries from purchase orders and create accurate quotes following established procedures.<br>• Review contracts for accuracy, resolve discrepancies, and ensure compliance with company policies and guidelines.<br>• Utilize enterprise systems, such as SAP, to input and extract material data efficiently and accurately.<br>• Maintain and organize customer files using tools like SharePoint, ensuring records are up-to-date and accessible.<br>• Identify potential risks in contract changes and recommend solutions to mitigate impacts.<br>• Collaborate on special projects, addressing challenges and implementing improvements as needed.<br>• Stay informed about company products and procedures to provide accurate information and support to customers.
<p><strong>About the Firm</strong></p><p>Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep, tailored relationships with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm’s culture emphasizes collaboration, customization, and long-term impact.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Services Associate</strong> will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior support staff and senior client-facing directors, offering a unique opportunity to grow into a leadership position while shaping internal processes and contributing to the firm’s continued scalability.</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 operations for client-run foundations.</li><li>Monitor and assist with tax-related workflows and liaise with external accountants.</li><li>Review and approve investment performance reports.</li><li>Maintain CRM systems and organize client documentation for intuitive team access.</li><li>Partner with senior client service leaders to execute strategic initiatives.</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>Are you a compassionate and detail-oriented professional with excellent communication skills in multiple languages? Join our team as a <strong>Bilingual Call Center Agent</strong> for a nonprofit organization where you can make a real difference by supporting our mission and connecting with people from diverse backgrounds.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Answer, screen, and direct incoming calls in a professional and friendly manner, ensuring a positive experience for every caller.</li><li>Provide support, guidance, and solutions to clients or community members in two or more languages (e.g., English and Spanish).</li><li>Accurately document all interactions and ensure data entry is handled with confidentiality and precision.</li><li>Collaborate with team members and departments to resolve inquiries or escalate urgent issues to appropriate personnel.</li><li>Educate callers about the nonprofit’s mission, events, programs, and services.</li><li>Maintain a thorough knowledge of the organization's resources and external partners to provide accurate referrals when necessary.</li><li>Handle sensitive or emotional conversations with empathy, patience, and professionalism.</li><li>Assist with occasional administrative or outreach tasks as needed.</li></ul><p><br></p>
<p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>E-commerce & Logistics:</strong></p><p> </p><p> </p><p> Manage e-commerce backend: monitor orders, inventory levels, and shipping status via </p><p> various portals. Coordinate with warehouses and ensure order files are transferring properly.</p><p> Track and troubleshoot orders on our websites and portals throughout the day.</p><p> </p><p> </p><p> </p><p> </p><p><strong>Customer Support:</strong></p><p> </p><p> </p><p> Respond to customer inquiries via email and phone in a timely, professional manner.</p><p> </p><p> Troubleshoot issues such as missing/damaged orders, lost packages, or delays </p><p> (e.g., UPS, FedEx problems).</p><p> </p><p> Solve website-related customer issues (e.g., checkout errors, broken promo codes).</p><p> </p><p><strong> </strong></p><p><strong>Digital Support:</strong></p><p> </p><p> </p><p> Assist in creating monthly newsletters and promotional emails using </p><p> Canva, Brevo, Constant Contact, etc.</p><p> </p><p> Help update promotional content on website (banners, codes, prices).</p><p> </p><p><strong> </strong></p><p><strong>Office Support:</strong></p><p><strong> </strong>Period help with packing and mailing packages, product inventory, miscellaneous research</p><p><strong> </strong></p><p><strong>Required Skills:</strong></p><p> </p><p> </p><p> Team player, strong organizational, communication, problem solving and customer relation skills.</p><p> </p><p> Comfortable using digital tools (e.g., CMS, email platforms, inventory systems).</p><p> </p><p> Customer-focused mindset and problem-solving attitude.</p><p> </p><p> Previous experience in e-commerce, logistics, or digital support is a strong plus.</p><p> </p><p> Fluent in English (French is a plus, not required).</p><p> </p>
We are partnering with a well-established distribution company in the MetroWest area that is looking to add a skilled and proactive Sales Support detail oriented to their team. This position is ideal for someone with experience supporting distributor networks and sales teams in a fast-paced, customer-focused environment. In this role, you will provide critical support to the sales organization by assisting with a wide range of activities that directly impact sales effectiveness and customer satisfaction. Responsibilities include coordinating and preparing materials for sales presentations and internal/external meetings, compiling sales reports and analytics, assisting with pricing and product information requests, and managing key project timelines in partnership with sales reps and leadership. You will also serve as a point of contact for vendors, customers, and internal stakeholders, ensuring timely follow-up, accurate communication, and excellent service. This role requires a high level of organization, attention to detail, and the ability to juggle multiple priorities and deadlines. For immediate consideration, please contact Dan Duggan at (508) 205-2126.
<p><strong>About the Organization:</strong></p><p>Our client is a highly respected organization in the insurance industry, renowned for its commitment to community engagement and corporate social responsibility. They are seeking a Customer Support Representative to join their Customer Service Center. This role provides a unique opportunity to make a meaningful impact by delivering exceptional service and support to customers.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Customer Support Representative, you will serve as the front line of communication with customers, primarily through telephone interactions and occasionally written correspondence. You'll assist with insurance-related inquiries, product requests, and account changes by analyzing customer needs, performing calculations, and implementing resolutions.</p><p><br></p><p><strong>You'll positively impact Customer Support Center in the following ways:</strong></p><ul><li>Excellent communication skills to explain insurance products to customers</li><li>Ability to handle matters that can highly sensitive and emotional</li><li>Strong decision making and analytical abilities as you analyze customer inquiries, determine steps for resolution, research member files, analyze certificate provisions to determine methods of affecting desired changes (i.e. change of beneficiary, type of insurance, change in method of payment, etc)</li></ul><p><strong>What Makes this Opportunity Exciting:</strong></p><p>Joining this team means you'll be welcomed into a vibrant and collaborative culture that values continuous improvement and growth.</p><ul><li><strong>Career Development:</strong> Gain ongoing training, develop new skills, and unlock opportunities for future career advancement.</li><li><strong>Hybrid Flexibility:</strong> Begin with onsite training and transition into a flexible hybrid schedule, combining work-from-home (WFH) with in-office collaboration a few days each month.</li><li><strong>Work-Life Balance: </strong>Enjoy a rotating schedule every two weeks (8 a.m.–4 p.m. and 9 a.m.–5 p.m.), allowing for variety and structure.</li></ul><p><strong>Added Incentives</strong></p><ul><li><strong>Training Growth Path:</strong> Clear opportunities to enhance your skills and advance your career through ongoing education and development.</li><li><strong>Comprehensive Benefits Package:</strong> A robust offering designed to support your well-being inside and outside of work.</li><li><strong>Retention Bonus:</strong> Receive financial rewards for your commitment and contributions to the team.</li><li><strong>Rich Feedback Culture:</strong> Thrive in an environment that prioritizes constructive feedback to help you continuously grow and exceed goals.</li></ul><p>If you're passionate about helping others, thrive in a collaborative environment, and enjoy learning and development opportunities, connect with our team today - Christin, Erin and Lydia are great points of contact for this role and can be reached at (563) 359-7535.</p>
<p>Do you excel at delivering outstanding customer experiences and creating meaningful connections? Are you fluent in Spanish and English with a talent for problem-solving and fostering customer loyalty? Our client is seeking a Spanish Bilingual Customer Experience Specialist to provide exceptional service to a diverse customer base. This role blends communication, empathy, and efficiency, allowing you to support customers and contribute to the success of a mission-driven organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Customer Interaction:</strong> Deliver excellent service by answering inquiries, resolving issues, and offering solutions to customers via phone, email, and other communication platforms—both in Spanish and English.</li><li><strong>Problem-Solving:</strong> Actively listen to customer concerns and address them with empathy, patience, and efficiency while providing clear guidance.</li><li><strong>Bilingual Support:</strong> Serve as the primary contact for Spanish-speaking customers, ensuring cultural sensitivity and effective communication.</li><li><strong>Data Management:</strong> Maintain accurate records of customer interactions and resolutions using CRM systems.</li><li><strong>Feedback Collection:</strong> Capture customer feedback and identify trends to help improve processes and service delivery.</li><li><strong>Collaborative Communication:</strong> Partner with internal departments to escalate issues, streamline workflows, and align customer needs with company goals.</li><li><strong>Customer Retention:</strong> Build rapport with repeat customers, maintaining relationships that foster satisfaction and loyalty.</li><li><strong>Brand Representation:</strong> Uphold the organization’s mission, values, and reputation in your interactions with customers.</li></ul><p><br></p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
