We are looking for a highly organized and customer-focused Front Desk Coordinator to join our team in Baton Rouge, Louisiana. In this contract position, you will serve as the first point of contact for visitors and clients, ensuring a welcoming and efficient environment. This role is ideal for someone who thrives in a fast-paced setting and has a strong ability to manage multiple tasks with attention to detail.<br><br>Responsibilities:<br>• Greet and assist visitors and clients, ensuring a positive and detail-oriented first impression.<br>• Manage incoming calls, directing them to the appropriate departments or individuals.<br>• Maintain a clean and organized reception area to uphold a welcoming atmosphere.<br>• Schedule and coordinate appointments, meetings, and conference room bookings.<br>• Handle incoming and outgoing mail, packages, and deliveries efficiently.<br>• Provide administrative support to various departments as needed.<br>• Monitor and maintain office supplies, placing orders when necessary to ensure smooth operations.<br>• Address inquiries from clients and staff promptly and courteously.<br>• Ensure adherence to company policies and procedures within the reception area.
We are looking for a detail-oriented and personable Receptionist to join our team in Boston, Massachusetts. This role is ideal for someone who thrives in a dynamic environment and enjoys being the first point of contact for clients and guests. As a vital member of the team, you will play a key role in ensuring smooth office operations and delivering exceptional customer service.<br><br>Responsibilities:<br>• Greet visitors warmly and ensure they are directed to the appropriate person or department.<br>• Operate and manage a multi-line phone system, including transferring calls and taking messages as needed.<br>• Assist with client communications, ensuring timely and detail-oriented responses to inquiries.<br>• Maintain the reception area to ensure it is welcoming and organized.<br>• Schedule and coordinate meetings, including setting up videoconferencing tools such as Zoom.<br>• Provide administrative support, including drafting correspondence and managing basic office tasks.<br>• Foster positive interpersonal relationships with clients, team members, and visitors.<br>• Monitor incoming mail and packages, ensuring proper distribution.<br>• Handle competing priorities in a fast-paced environment with efficiency and professionalism.<br>• Collaborate with the team to support overall office operations.
We are looking for a detail-oriented and reliable Receptionist to join our team on a contract basis in Paterson, New Jersey. This role requires excellent communication skills and the ability to manage a busy switchboard effectively while maintaining a welcoming environment for visitors and staff.<br><br>Responsibilities:<br>• Answer and direct incoming calls using a multi-line switchboard system.<br>• Greet and assist visitors with courtesy and professionalism.<br>• Maintain an organized reception area and ensure all inquiries are addressed promptly.<br>• Coordinate communication between departments as needed.<br>• Handle administrative tasks such as scheduling appointments and managing mail.<br>• Monitor and respond to emails or other correspondence as required.<br>• Support staff with general office duties to ensure smooth operations.<br>• Uphold confidentiality and security protocols while managing sensitive information.
We are looking for an experienced Receptionist to join our team in Torrance, California. In this role, you will be the first point of contact for visitors and callers, ensuring efficient and attentive communication. This is a long-term contract position, ideal for someone with strong organizational skills and a friendly demeanor.<br><br>Responsibilities:<br>• Manage a multi-line phone system, including answering and routing inbound calls promptly and accurately.<br>• Greet visitors with a detail-oriented approach and provide assistance as needed.<br>• Maintain the reception area to ensure it is welcoming and organized.<br>• Handle switchboard operations efficiently, managing calls across multiple lines.<br>• Provide support for administrative tasks, such as scheduling appointments and distributing mail.<br>• Deliver excellent customer service to both internal and external stakeholders.<br>• Coordinate communication between departments when necessary.<br>• Keep accurate records of visitor logs and other relevant documentation.<br>• Assist with part-time reception duties as required.
We are looking for an experienced Receptionist to join our team on a contract basis in Seattle, Washington. This position requires someone who excels in providing exceptional customer service and maintaining efficient administrative operations. If you possess strong organizational skills and have a talent for handling diverse clerical tasks, we encourage you to apply.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring a welcoming and organized environment.<br>• Manage incoming calls and operate the switchboard to route inquiries appropriately.<br>• Perform clerical tasks such as filing, photocopying, and processing mail.<br>• Maintain records and organize documents using computer programs and Microsoft Office tools.<br>• Coordinate courier services and ensure timely delivery of packages.<br>• Provide support for meetings and presentations, including preparing materials and handling logistics.<br>• Conduct research and compile information for various administrative purposes.<br>• Monitor and uphold security protocols while directing visitors appropriately.<br>• Facilitate communication within the office through written correspondence and mailers.<br>• Assist with general receptionist duties, ensuring smooth daily operations.
<p>Are you a detailed and proactive professional with experience in medical billing and revenue cycle management? Our client in downtown Houston is seeking a <strong>Medical Billing Specialist</strong> for a <strong>contract-to-hire, remote</strong> position. Join their Billing Triage team and play a vital role in ensuring accurate and timely revenue processes.</p><p><strong>About the Role</strong></p><p>As a member of the Billing Triage team, you'll be responsible for addressing and resolving missing information in physician and site orders. This includes gathering patient demographics, diagnosis codes, and other critical data necessary for finalizing claims. You’ll work collaboratively with clients, access payor portals, and support leadership with ongoing reporting to ensure that orders can be efficiently completed for billing.</p><p><strong>Key Responsibilities</strong></p><ul><li>Identify and resolve missing information in physician/site orders, including diagnosis codes, patient demographics, and hospital/clinical codes.</li><li>Connect with clients via phone or fax to request and retrieve essential billing details.</li><li>Access payor web portals to gather additional missing information for billing purposes.</li><li>Maintain proper follow-up procedures and finalize all billing processes accurately.</li><li>Prepare and share routine reports with Revenue Cycle Management leadership.</li><li>Troubleshoot and correct errors related to orders, such as tests not accessioned due to front-end errors or unlocked TNPs.</li><li>Adhere to the company's Code of Conduct as outlined in the Compliance Program.</li><li>Perform other job-related duties as assigned.</li></ul><p><br></p>
<p>We are looking for a dedicated and detail-oriented Receptionist to join our team on a short-term contract basis in New Orleans, Louisiana. In this role, you will handle front desk responsibilities and provide excellent customer service while our primary receptionist is on leave. This is a great opportunity for someone with strong organizational and communication skills to make a meaningful contribution in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients in a friendly and attentive manner, ensuring a welcoming atmosphere.</p><p>• Manage a multi-line phone system, directing calls to the appropriate departments or individuals.</p><p>• Maintain calendars and schedule appointments as needed to ensure smooth operations.</p><p>• Handle incoming and outgoing correspondence, including emails, with accuracy and professionalism.</p><p>• Perform data entry tasks and maintain organized digital and physical filing systems.</p><p>• Provide administrative support to various departments as required, ensuring timely completion of tasks.</p><p>• Use Microsoft Office applications, including Word, Excel, and Outlook, to create and manage documents.</p><p>• Coordinate with team members to address any front desk or operational needs effectively.</p><p>• Monitor and restock office supplies to maintain a well-functioning workspace.</p>
<p>A well-established educational institution in Honolulu, Hawaii, is looking for a friendly and organized <strong>Receptionist</strong> to be the first point of contact for students, parents, staff, and visitors. In this role, you will provide exceptional customer service, manage front desk operations, and support daily administrative tasks to ensure the office runs smoothly. The ideal candidate is personable, detail-oriented, and enthusiastic about contributing to an environment focused on learning and community engagement. This is a <strong>fully on-site</strong> position based at the institution’s Honolulu campus. Candidates must already be residing in <strong>Hawaii</strong> and available to attend <strong>in-person interviews</strong> as part of the selection process. Please call 808-531-0800 to apply. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Front Desk Management:</strong> Greet and welcome students, parents, visitors, and staff, maintaining a professional and welcoming environment.</li><li><strong>Phone and Email Communications:</strong> Answer, screen, and forward calls efficiently while responding to inquiries via email or other communication platforms.</li><li><strong>Appointment Scheduling:</strong> Schedule meetings, tours, and appointments for faculty and staff, ensuring calendars are up-to-date.</li><li><strong>Attendance and Document Tracking:</strong> Record student attendance, maintain accurate visitor logs, and manage sign-in/sign-out procedures for guests and students.</li><li><strong>Office Support:</strong> Perform clerical tasks such as filing, copying, and faxing while maintaining organized records for school policies, handbooks, and forms.</li><li><strong>Event Coordination Assistance:</strong> Assist with coordinating school events, including parent-teacher conferences, community meetings, and student activities.</li><li><strong>Supplies and Inventory:</strong> Monitor and replenish front office supplies, ensuring all materials are available for staff and students.</li><li><strong>Policy Adherence:</strong> Mai</li></ul><p><br></p>
<p>We are looking for a detail-oriented and reliable Receptionist to provide coverage during an offsite event for employees. This is a contract Receptionist position based in Bala Cynwyd, Pennsylvania, and requires someone who can work independently while maintaining excellent customer service.</p><p><br></p><p>What you get to do every single day:</p><p>• Greet visitors and ensure they feel welcomed upon arrival.</p><p>• Handle incoming phone calls and direct them to the appropriate departments or individuals.</p><p>• Assist customers by addressing inquiries and providing helpful information.</p><p>• Maintain a clean and organized reception area to uphold a neat appearance.</p><p>• Manage administrative tasks such as scheduling, filing, and data entry as needed.</p><p>• Monitor and ensure the security of the office space by tracking visitor sign-ins.</p><p>• Provide support for internal staff and coordinate communication effectively.</p><p>• Prepare and distribute documents or communications as required.</p><p>• Resolve minor issues or escalate concerns to the appropriate personnel when necessary.</p>
We are looking for a dedicated Collections Specialist to join our team on a short-term contract basis in Hartland, Wisconsin. In this role, you will play a crucial part in managing accounts receivable and ensuring timely collections during a transitional period. This position offers an opportunity to make a direct impact on financial operations while collaborating with internal teams to resolve billing discrepancies and enhance processes.<br><br>Responsibilities:<br>• Proactively manage outstanding customer accounts and follow up on overdue balances to ensure timely payments.<br>• Review and reconcile open receivables across legacy systems and new platforms, ensuring data accuracy.<br>• Clean up and validate historical financial data to support smooth system transitions.<br>• Utilize Excel to export, analyze, and reconcile accounts receivable data for tracking and reporting purposes.<br>• Collaborate with internal departments to address billing issues and missing documentation.<br>• Implement and support process improvements to streamline collections and reporting workflows.<br>• Monitor aging reports and prioritize collection efforts based on outstanding balances.<br>• Maintain detailed records of collection activities and customer interactions for audit purposes.<br>• Provide regular updates on accounts receivable status to management.<br>• Assist in optimizing data integration between legacy systems and Service Titan.
<p>Growing, Wilmington Delaware client seeks a thorough Collections Specialist. In this role you will handle customer payment discrepancies, accounts receivable identify outstanding debts, place collection calls, track customer credit worthiness, analyze and review customer invoices, and prepare repayment schedules. The successful Collections Specialist will also manage credit risk, maintain customer accounts, and assist with billing. If you are looking for a promising collections role with longevity, this may be for you!</p><p><br></p><p>What you get to do daily</p><p>· Manage credit and collection functions</p><p>· Prepare customer invoices electronically</p><p>· Monitor aging AR balances</p><p>· Analyze, and review customer credit worthiness</p><p>· Identify delinquent accounts</p><p>· Ensure proper documents and agreements are on file</p><p>· Perform payment reconciliations</p><p>· Investigate and resolve discrepancies</p><p>· Develop and schedule payment plans</p>
<p>We are looking for a skilled Collections Specialist to join our team in Deerfield Beach, Florida. This is a Contract-to-Permanent position within the dynamic construction industry, offering a great opportunity to grow your career. The ideal candidate will play a key role in maintaining accurate financial records and ensuring timely collection of payments, while fostering strong relationships with clients.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and update service logs to ensure accurate records.</p><p>• Coordinate service calls with subcontractors, technicians, owners, and management, ensuring smooth communication and resolution.</p><p>• Provide consistent status updates to all relevant personnel as service jobs progress.</p><p>• Manage and update daily schedules. </p><p>• Open and organize job folders for service projects, including necessary documents such as turnover forms, subcontractor lists, and work orders.</p><p>• Track and organize paperwork associated with service jobs, ensuring all documentation is attached to invoices for backup.</p><p>• Process and code subcontractor invoices for payment while preparing estimated weekly check runs.</p><p>• Verify compliance requirements for subcontractors, including workers' compensation and liability insurance.</p><p>• Generate and process accounts receivable invoices , attaching copies of received checks for filing and documentation.</p><p>• Conduct monthly reviews of statements, make collection calls for overdue invoices, and prepare for bi-weekly collections meetings.</p>
We are looking for a detail-oriented and proactive Collections Specialist to join our services team in Minneapolis, Minnesota. This role is centered on delivering exceptional client service while managing financial processes and ensuring the efficient handling of accounts receivable. The ideal candidate will thrive in a collaborative environment and possess strong organizational and analytical skills.<br><br>Responsibilities:<br>• Conduct credit evaluations for new client intake and secure approval for credit relationships.<br>• Develop and implement monitoring systems and generate detailed reports for accounts receivable and client financial data.<br>• Collaborate with attorneys to assess accounts receivable and establish tailored action plans for each client.<br>• Document collection efforts and follow-up activities in the firm's accounting system.<br>• Process discounted accounts receivable transactions in compliance with established policies.<br>• Prepare and distribute monthly accounts receivable statements and client communication regarding collections.<br>• Provide regular updates on financial statuses to office leadership and partners.<br>• Investigate unallocated credits or payments and coordinate resolutions for accurate account reconciliation.<br>• Manage routine reviews and resolutions of dormant trust accounts to ensure compliance.<br>• Process client refunds by preparing necessary approvals and submitting them to accounts payable.
<p>Join an impactful and mission-driven organization! Robert Half is partnering with a client in the nonprofit industry to find a skilled and professional Collections Specialist for their San Diego office. This is a contract-to-permanent opportunity with an organization dedicated to making a difference. If you're a talented collections expert looking to bring your skills to a rewarding environment, we want to hear from you!</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Manage inbound and outbound collection efforts with a donor-focused and empathetic approach.</li><li>Maintain accurate records of donation pledges received and outstanding balances while adhering to organization policies.</li><li>Communicate effectively with donors and stakeholders to resolve payment issues and provide account updates.</li><li>Process accounts receivable transactions efficiently, ensuring prompt and accurate receipt of funds.</li><li>Analyze accounts to identify trends, discrepancies, and opportunities for improving collections processes.</li><li>Collaborate with internal teams, such as accounting and fundraising, to streamline workflows and support organizational goals.</li><li>Prepare and deliver regular reports on collection activities, outstanding balances, and related financial data.</li><li>Ensure compliance with nonprofit-specific financial regulations and reporting requirements.</li></ul><p><br></p>
We are looking for a friendly and organized Front Desk Coordinator to join our team on a short-term contract basis in Huntington, New York. In this role, you will serve as the first point of contact for customers, ensuring a welcoming and attentive experience. This is a contract position lasting 1-2 weeks, ideal for individuals who excel at customer service and administrative tasks.<br><br>Responsibilities:<br>• Greet customers warmly upon arrival and make them feel welcome.<br>• Offer refreshments, such as water or coffee, to enhance the customer experience.<br>• Assist customers by promptly connecting them to a sales representative.<br>• Handle incoming calls through a multi-line phone system with professionalism and efficiency.<br>• Maintain a clean and organized reception area to ensure a positive impression.<br>• Provide accurate information to customers regarding services and inquiries.<br>• Collaborate with team members to ensure seamless communication and service delivery.<br>• Perform basic administrative tasks, such as scheduling and data entry, as needed.
We are looking for a dedicated Credit Clerk to join our team in Charlotte, North Carolina. This Contract-to-Permanent position offers an excellent opportunity for a skilled and detail-oriented individual to contribute to credit and collections processes within the construction industry. The ideal candidate will bring expertise in credit applications and commercial collections, ensuring efficient operations and customer satisfaction.<br><br>Responsibilities:<br>• Process and review credit applications to ensure accuracy and compliance with company policies.<br>• Manage commercial collections by contacting clients, resolving payment discrepancies, and maintaining accurate records.<br>• Approve credit limits for new and existing accounts based on thorough analysis and established guidelines.<br>• Monitor outstanding balances and follow up on overdue payments to reduce delinquencies.<br>• Collaborate with internal departments to resolve credit-related issues and maintain smooth workflows.<br>• Maintain detailed documentation of all credit and collection activities for auditing purposes.<br>• Prepare reports on credit and collections performance to inform management decisions.<br>• Ensure compliance with industry regulations and company standards throughout credit operations.<br>• Provide excellent customer service by addressing inquiries and concerns related to credit and collections.<br>• Assist in implementing process improvements to enhance efficiency in credit management.
We are looking for a dedicated Collections Specialist to join our team in Nashua, New Hampshire. This Contract-to-permanent position offers an opportunity to contribute to a fast-paced, growing organization by managing collections and payment posting processes. The ideal candidate will have a strong background in handling high-volume cash applications and maintaining accurate financial records.<br><br>Responsibilities:<br>• Manage incoming and outgoing collections calls to ensure prompt payment resolutions.<br>• Accurately apply cash to customer accounts and process high-volume cash receipts.<br>• Handle wire transfers, checks, and credit card payments with precision and efficiency.<br>• Monitor and track daily deposits, ensuring all transactions are properly recorded.<br>• Retrieve remittance data and address vendor inquiries in a timely manner.<br>• Maintain and update customer files to ensure complete and accurate data integrity.<br>• Contact customers regarding past-due amounts and document all communications in the system.<br>• Record customer payments accurately in financial reports and reconcile discrepancies as needed.
<p>We are looking for a Client Services Representative to join our team in Palm Beach Gardens, Florida. In this role, you will play a pivotal part in building strong relationships with clients while managing account administration and ensuring efficient operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional service in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain relationships with clients and team members, ensuring effective collaboration and positive outcomes.</p><p>• Serve as a knowledgeable resource in client account administration, introducing innovative processes to enhance experiences.</p><p>• Open new accounts and coordinate account transfers from various custodians.</p><p>• Process and monitor account contributions and distributions with accuracy and attention to detail.</p><p>• Master the organization’s tools, systems, and capabilities to optimize client services.</p><p>• Maintain organized records of client interactions and account information.</p><p>• Identify potential challenges, opportunities, or improvements during client interactions.</p><p>• Act as a key liaison between clients, custodians, and internal team members to ensure seamless communication.</p><p>• Manage office supplies, vendor relationships, and coordinate logistics for client events.</p><p>• Assist with special projects and perform additional tasks to support team success.</p>
<p>We are looking for a diligent General Office Clerk to join our team on a contract basis in Bronx, New York. This position requires a reliable individual with strong organizational skills who can assist with administrative and clerical tasks to ensure smooth daily operations. </p><p>Responsibilities:</p><p>· Completes data entry for all work orders</p><p>· Create and close out work orders in system.</p><p>· Creates and maintains files.</p><p>· Additional clerical duties and responsibilities as assigned.</p>
<p><strong>Jennifer Fukumae</strong> is partnering with an established multi-family office based in San Francisco is seeking a <strong>Client Associate</strong> to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.</p><p><br></p><p><strong>Client Associate – Multi Family Office</strong></p><p>📍 San Francisco (Steps from Montgomery BART) | Hybrid</p><p>💰 $100,000–$130,000 base (DOE) + Bonus</p><p><br></p><p><strong>About the Firm:</strong></p><ul><li>Headquartered in San Francisco with easy BART access</li><li>Serves a sophisticated UHNW client base with personalized, high-touch service</li><li>Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management</li><li>Emphasizes professional development, mentorship, and continuous improvement</li></ul><p> </p><p><strong>About the Role:</strong></p><p>The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the day-to-day contact for a portfolio of UHNW clients</li><li>Execute requests promptly and with a high level of accuracy</li><li>Collaborate with firm leadership on bespoke planning and investment strategies</li><li>Serve as a guide and mentor to junior associates and analysts</li><li>Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning</li><li>Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)</li><li>Support new investment allocations, liquidity planning, and account structuring</li><li>Contribute to firm-wide initiatives and special projects</li></ul><p><br></p>
<p>We are looking for an Office Assistant to join our client's team in Portland, Oregon. In this role, you will be responsible for determining reimbursement sources, obtaining authorizations, verifying insurance coverage, completing documentation for self-pay referrals, assisting customers and patients with referral and reimbursement paperwork, performing data entry, generating reports, and serving as a liaison with Eligibility Specialists regarding financial hardship, discount programs, and other eligibility-related inquiries.</p><p><br></p><p>• Verify insurance coverage and obtain necessary authorizations to ensure timely reimbursement.</p><p>• Process self-pay referrals by completing required documentation and addressing patient inquiries.</p><p>• Provide face-to-face assistance to customers and patients with referral and reimbursement paperwork.</p><p>• Conduct data entry tasks and generate reports to support operational needs.</p><p>• Serve as the primary liaison with Eligibility Specialists to address questions related to financial hardship discounts or other programs.</p><p>• Schedule appointments and maintain accurate patient records using Epic EMR.</p><p>• Handle multi-line phone systems to respond to inquiries and provide support.</p><p>• Collaborate with team members to ensure seamless workflow and compliance with organizational policies.</p>
Robert Half client is adding a Collections & Credit Specialist to their team. The Credit and Collections Specialist is required to have experience in evaluating credit, recommending credit limits, adjustments, journal entries and heavy collections. <br><br>The Collections and Credit Specialist should have experience with ADP, Oildex, Excel (VLOOKUPS and Pivot Tables)
<p><strong>Remote Collections Opportunity </strong>- <strong>Part Time: 20-25 Hours Per Week</strong></p><p><br></p><p>We are looking for a motivated Collections Specialist to assist a client with a clean-up project. </p><p><br></p><p>Responsibilities:</p><p>• Manage and resolve outstanding accounts receivable balances to ensure timely collection of payments.</p><p>• Communicate professionally with clients to address payment discrepancies and negotiate solutions.</p><p>• Maintain accurate records of collections activities and update internal systems accordingly.</p><p>• Collaborate with the finance team to identify and address issues impacting payment cycles.</p><p>• Provide regular reports on collections progress and account statuses to management.</p><p>• Implement effective strategies to improve cash flow and reduce outstanding balances.</p><p>• Analyze accounts to identify trends and recommend improvements to the collections process.</p><p>• Ensure compliance with company policies and regulations during all collections activities.</p><p>• Assist in cleaning up aged accounts and organizing financial data for long-term efficiency.</p>
<p>Are you someone who enjoys solving puzzles, building relationships, and keeping financial operations on track? A well-established company in Oceanside is looking for a Collections Specialist who can bring a calm, confident approach to managing receivables and resolving outstanding balances. This role is perfect for someone who’s organized, personable, and ready to make a meaningful impact in a collaborative environment.</p><p><br></p><p><strong><u>What You’ll Be Doing:</u></strong></p><ul><li>Monitor and manage the accounts receivable portfolio, ensuring timely follow-up on outstanding invoices.</li><li>Communicate professionally with clients to resolve payment issues and negotiate payment plans when necessary.</li><li>Research and reconcile account discrepancies, applying payments accurately.</li><li>Collaborate with internal departments to ensure billing accuracy and resolve disputes.</li><li>Prepare aging reports and assist with month-end close processes.</li><li>Maintain detailed records of collection activities and client communications.</li></ul>
<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>
