<p>The <strong>Client Experience Associate</strong> is a critical role responsible for delivering exceptional, real-time support to Old Republic’s clients by resolving inquiries efficiently and ensuring client satisfaction. This position requires a detail oriented who can manage communications effectively across various channels while adhering to service level agreements. This role will be hybrid/remote once hired as a permanent employee. </p><p><br></p><p><strong>Key Responsibilities:</strong> </p><p><br></p><p>Serve as the primary point of contact for client inquiries via email, phone, and shared communication tools. Monitor and manage shared email folders, responding promptly to inquiries and collaborating with other operational units for resolution. Track and document client inquiries using standardized codes and notations within internal systems to report on inquiry trends. Handle operational functions such as order entry, scheduling requests, file cancellations, CPL submissions, and transactional certificates. Manage a task queue to ensure timely inquiry resolutions, meeting or exceeding SLAs and established turn times. Proactively review reports for scorecarding, service level checks, and client communications. Maintain consistent attendance, including participating in mandatory compliance training sessions and after-hours company events when required. Communicate professionally and collaborate effectively with management, colleagues, vendors, and clients through various mediums (in-person, email, phone, video conferencing). Uphold company policies and demonstrate responsiveness, flexibility, and professionalism in all interactions. Perform other duties and responsibilities as assigned. Qualifications: Ability to work permanent, Monday through Friday, with potential for overtime as requested by management. Dependable, punctual, and capable of engaging in tasks that may require physical presence in the office or attendance at external events. Strong organizational skills, attention to detail, and a customer-focused attitude. Demonstrated ability to handle inquiries with courtesy, professionalism, and proactive follow-up. Ideal Candidate Attributes: A collaborative and adaptable team player who can accept constructive feedback and direction. Proficiency in task management systems, communication channels, and relevant technologies. Knowledge of pertinent operational processes and regulatory requirements is preferred.</p>
<p><strong>Robert Half Permanent Placement</strong> is partnering with a great company in <strong>Tonawanda, NY</strong> on their search for a Customer Service Representative to join their team. In this role you will be a critical resource and support for a high-impact sales team. This is an in-office role with starting wage of <strong>$20 - $22 per hour </strong>based on experience and includes a comprehensive total benefits package.</p><p><strong> </strong></p><p><strong> </strong></p><p><strong>Responsibilities include but not limited to:</strong></p><p><br></p><ul><li>Serve as the primary point of contact for customer inquiries, including answering calls, assisting walk-in customers, and processing fax and e-business orders with accurate pricing and product availability</li><li>Act as a liaison between customers, the factory, and the sales team to ensure timely communication and resolution of requests</li><li>Develop and maintain product knowledge to effectively address customer questions and promote services such as free delivery and custom solutions</li><li>Coordinate inventory availability across the factory and three local WNY offices, ensuring prompt responses to all inquiries within the company’s 4-hour service commitment</li><li>Manage inventory including restocking products, coordinating deliveries, and maintaining organized storage areas that reflect brand standards</li><li>Build strong customer relationships by providing consistent support, identifying new product or service opportunities, and assisting with special requests</li><li>Collaborate with sales, operations, and inside staff to deliver seamless service, promote value-added offerings, and uphold a culture of zero customer disappointments</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.
<p>We are looking for a detail-oriented Service Coordinator to join our team in Roseville, California. In this long-term contract role, you will play a critical part in ensuring the efficient scheduling, dispatching, and coordination of service requests while maintaining high standards of professionalism. This position requires strong organizational skills and the ability to manage resources effectively.</p><p><strong>** For immediate consideration, apply and contact Julian Sanchez on LinkedIn **</strong></p><p>Responsibilities:</p><p>• Respond promptly to customer inquiries and triage service calls to determine the appropriate course of action.</p><p>• Schedule and assign service requests to technicians, ensuring efficient resource allocation.</p><p>• Oversee the lifecycle of service orders, including creation, updates, completion, and invoicing.</p><p>• Monitor and track service orders to ensure timely resolution and quality service delivery.</p><p>• Reconcile monthly reports and maintain accurate records of service activities.</p><p>• Collaborate closely with Procurement Specialists to support resource planning and project coordination.</p><p>• Uphold company values by demonstrating professionalism and excellent conduct in all interactions.</p><p>• Utilize technology platforms like Microsoft 365 and CRM systems to streamline processes and enhance efficiency.</p><p>• Perform additional service coordination duties as assigned to support the team.</p>
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 an experienced Service Specialist to join our team in Chicago, Illinois. This long-term contract position involves providing comprehensive post-implementation support to clients, ensuring their needs are addressed efficiently and improving overall satisfaction. The ideal candidate will excel at building strong relationships with stakeholders, managing administrative tasks, and delivering exceptional service.<br><br>Responsibilities:<br>• Offer prompt and detail-oriented support to clients, addressing inquiries and resolving issues to enhance client satisfaction.<br>• Maintain accurate and up-to-date customer records by updating administrative systems and documenting policyholder interactions.<br>• Develop trust-based relationships with internal teams, employer groups, and external stakeholders to foster collaboration.<br>• Execute administrative tasks effectively, including premium billing and account updates, ensuring compliance with company policies.<br>• Meet or exceed departmental standards for quality, customer satisfaction, and key performance indicators (KPIs).<br>• Identify and address issues proactively, implementing remediation strategies and escalating concerns when necessary.<br>• Utilize critical thinking and problem-solving skills to manage diverse client needs and deliver tailored solutions.<br>• Collaborate with cross-functional teams to ensure seamless service delivery and support sales efforts.<br>• Apply project management principles to organize and prioritize work across multiple functions.<br>• Perform additional duties as assigned to support organizational goals.
We are looking for a highly motivated Logistics Clerk to join our team in Phoenix, Arizona. In this role, you will serve as a key point of contact for both internal and external customers, ensuring seamless execution of commercial and military repair orders. This is a long-term contract position, offering an excellent opportunity to contribute to a dynamic environment while honing your customer service and logistical expertise.<br><br>Responsibilities:<br>• Process a high volume of daily computer transactions, managing up to 150+ orders efficiently.<br>• Communicate effectively with internal and external customers to address inquiries and resolve issues.<br>• Administer repair orders by acknowledging, quoting, invoicing, and managing all related activities.<br>• Interpret and execute customer contractual requirements to ensure compliance and satisfaction.<br>• Monitor and manage warranty claims, determining their validity and appropriate disposition.<br>• Proactively mitigate risks related to on-time delivery and financial penalties by maintaining service levels.<br>• Ensure adherence to global trade compliance regulations throughout all processes.<br>• Prepare and process financial documents, including invoices and purchase orders.<br>• Collaborate with suppliers and other stakeholders to meet customer expectations.<br>• Utilize SAP R/3 and other systems to streamline operations and maintain accurate records.
We are looking for a dedicated and skilled Service Coordinator to manage scheduling and resource planning for a dynamic team in Roseville, California. This role is essential in ensuring efficient service request management and involves dispatching technicians, coordinating schedules, and providing exceptional support to clients. As a long-term contract position, this opportunity offers stability and the chance to contribute to a collaborative and detail-oriented environment.<br><br>Responsibilities:<br>• Triage incoming calls and inquiries from customers to ensure prompt response and resolution.<br>• Assign and schedule service requests effectively, coordinating with technicians and internal teams.<br>• Monitor and manage the progress of service orders throughout their lifecycle, including creation, editing, completion, and invoicing.<br>• Reconcile monthly reports and maintain accurate records for internal processes.<br>• Collaborate closely with Branch Procurement Specialists to optimize resource and project planning.<br>• Demonstrate adherence to company values in all interactions and duties.<br>• Utilize Microsoft 365 and CRM platforms to manage scheduling and documentation.<br>• Perform additional service coordination tasks as needed to support operational goals.
We are looking for a bilingual Customer Associate who is fluent in both Spanish and English to join our team in West Newton, Massachusetts. In this role, you will focus on delivering top-notch customer service while managing various client interactions and administrative tasks. This position is ideal for someone who is meticulous, organized, and passionate about providing exceptional support.<br><br>Responsibilities:<br>• Serve as the primary point of contact for customers, addressing inquiries and resolving concerns efficiently.<br>• Provide outstanding customer service by maintaining a thoughtful and friendly demeanor in all interactions.<br>• Utilize your bilingual skills to communicate effectively with both English- and Spanish-speaking clients.<br>• Manage and organize client information accurately, ensuring all records are up-to-date.<br>• Collaborate with team members to improve service delivery and enhance customer satisfaction.<br>• Create and maintain reports using Microsoft Word and Excel to track client interactions and outcomes.<br>• Identify and escalate complex issues to ensure timely resolution and client satisfaction.<br>• Contribute to the development of processes that enhance the overall customer experience.<br>• Stay informed about company policies and procedures to provide accurate information to clients.
<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 compassionate and meticulous Call Center Specialist to join our team on a Contract to Permanent basis in Springfield, Vermont. In this role, you will serve as the first point of contact for individuals seeking assistance, helping them connect with vital resources and services. This position requires strong communication skills, the ability to handle sensitive situations with empathy, and a commitment to providing excellent support to clients.<br><br>Responsibilities:<br>• Respond to incoming calls and connect individuals to the appropriate programs or services.<br>• Assist clients with completing applications for housing, food, or fuel assistance.<br>• Communicate empathetically with individuals who may be in crisis or facing challenging circumstances.<br>• Accurately input and manage client data within internal systems.<br>• Collaborate with caseworkers and program staff to ensure timely and effective client support.<br>• Perform administrative tasks such as data entry, documentation, and follow-up communications.<br>• Maintain confidentiality and uphold the organization’s values of dignity and respect for all clients.<br>• Provide clear and precise communication while addressing client concerns and inquiries.
<ul><li><strong>Position: Client Service Coordinator / Office Admin Assistant (Contract Role)</strong></li><li><strong>Location: 2221 Washington Street Ste. 202 Newton MA 02462</strong></li><li><strong>TYPE: 100% ONSITE </strong></li><li><strong>Required Experience: 2-3 years</strong></li><li><strong>Hourly Pay: $25 - $27 per hour</strong></li></ul><p> </p><p><strong>Job Description: </strong></p><p>This is a client centric advisor location</p><p> </p><ul><li>Attention to details</li><li>Pro active</li><li>Responsible for administrative support to a department or individual</li><li>Duties include typing, filing, answering phones, scheduling, financial record keeping, coordinating meetings and conferences, obtaining supplies and sorting/distributing mail. </li><li>May work on special projects. </li><li>Must be able to multi-task and prioritize. Strong communication skills and organizational skills are required. </li><li>Familiarity with MS Office required</li><li>2-3 yrs. of prior administrative experience is required.</li></ul><p><br></p>
We are looking for a dedicated and detail-oriented Sales Support team member to join our team in Fremont, California. In this role, you will collaborate closely with customers and Account Managers to address inquiries, manage orders, and provide solutions tailored to client needs. This is a long-term contract position offering an opportunity to grow within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Respond to customer inquiries promptly, providing accurate quotes and processing orders efficiently.<br>• Expedite orders and manage returns to ensure customer satisfaction.<br>• Source parts and products to meet client requirements effectively.<br>• Assist in driving sales by supporting Account Managers and identifying opportunities for growth.<br>• Contribute to stockroom operations when necessary, ensuring inventory is organized and accessible.<br>• Maintain attention to detail when entering orders and managing customer information.<br>• Build and nurture strong business relationships with clients to foster long-term partnerships.<br>• Collaborate with team members to streamline processes and improve overall efficiency.<br>• Utilize Microsoft tools to manage sales data, track orders, and monitor performance.
<p>This job posting is for an <strong>Inside Sales Concierge Specialist</strong>, a role focused on managing inbound and outbound communications with patients in the aesthetics industry. Key responsibilities include booking paid consultations, converting leads into sales, handling patient inquiries across multiple channels (e.g., phone, email, social media), and reengaging patients. The role requires maintaining accurate CRM records, discussing financing options, collecting payments, and delivering excellent customer service.</p><p><br></p><p>The position is performance-driven, with strict <strong>Key Performance Indicators (KPIs)</strong> such as meeting monthly consult bookings, lead conversion rates, outbound communication targets (calls, texts, emails), and immediate responsiveness to patient inquiries (within 10 minutes). Additionally, it emphasizes professional communication, HIPAA compliance, self-education, and active collaboration in a fast-paced healthcare environment.</p><p><br></p><p>Applicants should be passionate about the aesthetics industry, possess outstanding communication skills, and demonstrate a proactive approach to learning and hitting sales goals. Regular performance monitoring and accountability are essential in this role. Failure to meet KPIs may lead to performance management or disciplinary action.</p>
<ul><li><strong>Position: BILINGUAL Collections Specialist (Contract Role)</strong></li><li><strong>Location: </strong>1900 E. ELMS RD, SUITE 200, KILLEEN, Texas, 76542, United States</li><li><strong>TYPE: 100% ONSITE </strong></li><li><strong>Required Experience: 2-3 years</strong></li><li><strong>Hourly Pay: $20 - $22 per hour</strong></li><li><strong>REQUIREMENTS: MUST BE BILINGUAL in SPANISH and ENGLISH</strong> </li></ul><p>Job purpose</p><p>M-F 8:30-5:30</p><p> </p><p>Job Description:</p><p>• Minimize delinquent debt through appropriate telephone collection activities.</p><p>• Develop and improve customer relations and provide exceptional service to all customers both in person and over the phone.</p><p>• Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.</p><p>• Minimize delinquent debt by calling customers and collecting on past-due accounts.</p><p>• Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. (this would need a waiver to be signed for any candidate that was going to accept cash payments)</p><p>• Comply with all company policies and all State and Federal lending regulations; title recording and maintain report.</p><p>• Data entry of loan application and documents.</p><p>• Other duties as assigned by leadership, including filing, organizing, and other clerical work.</p><p> </p><p>Minimum Qualifications:</p><p>• Prior Collections Experience</p><p>• High School Diploma or Equivalent</p><p>• Prior customer service experience in either a sales/retail environment or cash management environment.</p><p>• Must pass a criminal background check.</p><p>• Cash handling; computer skills; customer service skills</p><p>• Call center experience</p><p>• Experience in a public-facing position.</p><p>• Experience in the consumer finance industry.</p><p> </p><p> </p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Boutique RIA</strong>. This is a full-time permanent role based in <strong>Walnut Creek</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a collaborative, client-focused team where your work directly impacts clients’ financial journeys. The culture emphasizes curiosity, teamwork, and adaptability, offering opportunities to grow your skills, deepen expertise, and advance your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Assist clients with account updates, beneficiary changes, and transactions</li><li>Process wire transfers and rollover requests efficiently and securely</li><li>Respond to client inquiries and deliver personalized support</li><li>Manage client onboarding and maintain CRM records</li><li>Collaborate with advisors to align actions with client plans</li><li>Support the team with reports, presentations, and client materials</li><li>Uphold confidentiality and best practices for client information</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Are you a personable detail oriented individual with excellent communication skills and the ability to keep an office running smoothly? Robert Half is seeking dynamic Front Desk Coordinators for ongoing opportunities with our clients in various industries. If you thrive in a customer-facing environment and enjoy being the first point of contact for an organization, we want to connect with you! </p><p> Key Responsibilities: Reception Duties: Greet visitors and clients with a warm, detail oriented demeanor, ensuring they feel welcomed and attended to. Inbound Communication Handling: Answer and direct incoming calls, emails, and inquiries promptly while ensuring clarity and accuracy. Scheduling: Manage appointment calendars for staff and leadership, ensuring seamless scheduling and meeting coordination. Office Management: Assist with office supply ordering, tracking inventory, and vendor coordination to support smooth operations. Document Handling: Manage and organize correspondence, paperwork, and scheduling systems with precision and attention to detail. Customer Service Support: Work closely with internal teams to relay information and resolve customer requests efficiently. Administrative Support: Provide general administrative assistance such as filing, data entry, or special projects as needed.</p>
We are looking for a detail-oriented Customer Account Coordinator to join our team on a contract basis in Boca Raton, Florida. This role involves managing the full cycle of order processing for Global Accounts while ensuring accuracy and efficiency. The ideal candidate will thrive in a fast-paced environment, possess strong technical skills, and demonstrate excellent communication abilities.<br><br>Responsibilities:<br>• Manage product listings, pricing updates, and order flows on the Shopify B2B platform, ensuring accuracy and resolving any errors to enhance customer satisfaction.<br>• Provide dedicated support to Global Accounts across multiple regions, ensuring seamless communication and service.<br>• Process orders in accordance with account-specific shipping schedules and vendor compliance requirements.<br>• Maintain organized workflows to consistently meet customer shipping deadlines.<br>• Monitor shipment statuses, review daily reports, and proactively address non-conformances to maintain high performance standards.<br>• Collaborate with internal teams to resolve customer inquiries and improve process efficiency.<br>• Generate and analyze reports using Microsoft Excel, including pivot tables, to track order metrics and performance.<br>• Ensure all tasks are executed to meet contractual obligations and business objectives.<br>• Perform additional duties as assigned to support broader team initiatives.
We are looking for a skilled Lead Technical Support Analyst to join our team in Clearwater, Florida, on a Contract-to-permanent basis. This role involves providing in-depth technical assistance to customers, leveraging mechanical and electrical expertise to resolve issues efficiently. The ideal candidate will thrive in a fast-paced healthcare environment, ensuring customer satisfaction while maintaining high standards of professionalism.<br><br>Responsibilities:<br>• Address customer inquiries and troubleshoot technical issues with accuracy and efficiency.<br>• Apply mechanical and electrical knowledge, including the use of diagnostic tools like voltmeters, to identify and resolve equipment malfunctions.<br>• Manage challenging customer situations with professionalism and effective de-escalation techniques.<br>• Collaborate with colleagues to ensure seamless communication and successful resolution of technical problems.<br>• Create and maintain detailed documentation for technical procedures and training purposes.<br>• Stay updated on new technologies and processes, continuously enhancing technical expertise.<br>• Assist with the repair and maintenance of mechanical equipment as required.<br>• Demonstrate dependability and consistency in handling inbound customer support tasks.<br>• Foster teamwork and a positive work environment in all interactions.
<p>Are you looking to make a direct impact in patient care and healthcare operations? We are currently seeking a <strong>Radiology Scheduler</strong> to support our Perioperative and Interventional regions. As a <strong>Radiology Scheduler</strong>, you will be the first point of contact for patients and play a key role in managing a smooth and efficient scheduling process. The ideal <strong>Radiology Scheduler</strong> thrives in a fast-paced environment, excels in communication, and is passionate about patient service.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Schedule pre-operative appointments in APEC and IR grids.</li><li>Scan and upload radiology records to PACS and Life Image.</li><li>Coordinate new and return patient scheduling, including imaging studies and clinic visits.</li><li>Manage a high volume of incoming and outgoing patient calls.</li><li>Maintain follow-up communication with patients after procedures.</li><li>Work directly with Nurse Practitioners to ensure smooth scheduling processes.</li><li>Support managers with patient openings and schedule blocks (Super User duties).</li><li>Perform case intake and scheduling.</li><li>Retrieve and view medical records via RightFax.</li><li>Scan and distribute external medical documentation.</li><li>Run location-specific reports for various medical facilities.</li><li>Attend weekly staff meetings and contribute to team discussions.</li><li>Cross-train in all scheduling functions to allow departmental rotations.</li></ul>
<p>A shared workspace company in Beverly Hills is looking for a Front Desk Coordinator to join their team on a contract basis. You’ll be responsible for greeting guests, answering and transferring calls and assisting with setting up conference rooms. </p>
We are looking for motivated and detail-oriented Project Assistants to join a dynamic team in Tucson, Arizona. This is a Contract position where you will play a critical role in supporting participants during virtual online exams for a leading healthcare organization. The ideal candidate will possess strong communication skills, be technologically adept, and demonstrate professionalism in all interactions.<br><br>Responsibilities:<br>• Guide participants through virtual online exam procedures, ensuring a seamless and efficient experience.<br>• Provide exceptional customer service by addressing inquiries and resolving any issues that arise during the process.<br>• Utilize the Zoom platform to facilitate and oversee virtual sessions with accuracy and confidence.<br>• Troubleshoot basic technical challenges to maintain smooth exam operations.<br>• Communicate clearly and professionally with all participants to ensure understanding and compliance with guidelines.<br>• Collaborate with team members to ensure all tasks are completed on schedule.<br>• Maintain confidentiality and adhere to organizational standards throughout all interactions.
<p>Are you a highly skilled Collections Specialist looking to make an impact in your career path?</p><p><br></p><p>The right Collections Specialist will be over the below:</p><ul><li>Update and maintain customer records.</li><li>Provide timely follow-up on payment arrangements.</li><li>Review and monitor assigned accounts and all applicable collection reports.</li><li>Other duties assigned, as necessary.</li></ul><p><br></p>
<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>
