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160 results for Member Services jobs

Member Services Representative

Kaukauna, WI
onsite
Temporary / Contract
19 - 21 USD / Hourly
We are looking for a dedicated and customer-focused individual with strong attention to detail to join our team as a Member Services Representative in Kaukauna, Wisconsin. This position is a Contract role and requires a motivated individual who can deliver exceptional service to our members while handling a variety of financial inquiries. As the first point of contact, you will play a key role in ensuring member satisfaction and promoting the benefits of credit union membership. Responsibilities: • Assist members with incoming and outgoing calls, addressing inquiries, processing transactions, and resolving issues promptly and efficiently. • Educate members on the advantages of credit union membership and the range of financial services available. • Deliver outstanding customer service through a friendly and detail-oriented approach that enhances member experiences. • Maintain up-to-date knowledge of credit union products, procedures, and compliance regulations to provide accurate information and assistance. • Collaborate with team members to ensure seamless service delivery and a positive work environment. • Handle member concerns efficiently, providing solutions and escalating issues when necessary. • Perform data entry and transaction processing with precision and attention to detail. • Utilize computer systems effectively to manage member accounts and document interactions. • Uphold company standards and policies while fostering trust and transparency with members.
2026-05-06T00:00:00Z

Member Services Representative

Jacksonville, FL
onsite
Temporary / Contract
15.0385 - 17.413 USD / Hourly
We are looking for a Member Services Representative to support members with day-to-day financial transactions and account-related needs in Jacksonville, Florida. This Long-term Contract opportunity is ideal for someone who enjoys delivering attentive service, handling cash accurately, and building strong member relationships in a branch environment. The person in this role will help members navigate products and services, resolve account questions, and contribute to branch growth through dependable support and clear, attentive communication. Responsibilities: • Engage members in meaningful conversations to understand their banking needs and recommend appropriate services or account options. • Handle routine financial transactions such as deposits, withdrawals, transfers, loan payments, and other teller activities with accuracy and efficiency. • Open new accounts, update existing account details, and complete maintenance requests while following established policies and compliance standards. • Investigate member questions, resolve account concerns, and provide clear information about available products, services, and credit union resources. • Manage a personal cash drawer by opening, closing, balancing daily totals, and maintaining approved cash limits throughout the workday. • Support branch operations by recording night deposits, mail deposits, and other controlled transactions as part of dual-control procedures. • Contribute to business development efforts by promoting relevant financial products, making outbound member calls when needed, and helping the branch meet performance goals. • Monitor transactions for irregularities, follow security procedures, and help protect the organization by identifying potentially fraudulent activity or documentation. • Assist with additional branch coverage, electronic member inquiries, translation support, self-assessments, and other assigned projects as needed.
2026-04-21T00:00:00Z

Member Service Representative

Boston, MA
onsite
Temporary to Hire
20 - 22 USD / Hourly
We are looking for a Member Service Representative to support day-to-day branch operations and deliver attentive service to members in Boston, Massachusetts. This contract opportunity with potential for a permanent role is ideal for someone who enjoys working in a fast-paced banking environment, handling transactions accurately, and building strong member relationships. The person in this role will help members with routine account needs while also introducing relevant financial products and services that enhance their experience. Responsibilities: • Deliver courteous, detail-oriented support to members by answering questions and resolving routine account-related needs. • Process everyday financial transactions such as deposits, withdrawals, loan payments, and account inquiries with a high level of accuracy. • Set up new accounts for both prospective and existing members while ensuring all required documentation is completed properly. • Recommend and explain available credit union products and services, including electronic banking options and debit card solutions, based on member needs. • Accept and post loan and other payments correctly in the system and assist with consumer lending activities, including application intake, loan processing support, and funding of approved loans. • Manage cash drawer operations, complete daily balancing procedures, and perform vault-related teller duties in accordance with branch controls. • Handle debit card servicing tasks such as card orders, activity review through third-party providers, and member assistance with card-related issues or questions. • Follow all applicable banking regulations, federal and state compliance requirements, and internal policies, including Bank Secrecy Act and anti-money laundering standards. • Support additional branch and service activities as needed to help maintain efficient daily operations.
2026-05-06T00:00:00Z

Member Services Processing Representative

Rock Island, IL
onsite
Temporary / Contract
18.5 - 18.5 USD / Hourly
Are you detail‑driven, organized, and thrive in a “heads‑down” workflow? Robert Half is partnering with a long‑standing, community‑focused life insurance organization to add a Member Services Processing Representative to their Customer Support Center Processing team. This is a great fit for someone who enjoys structured tasks, data accuracy, and navigating multiple systems throughout the day. Why Candidates Love This Opportunity<ul><li>Clear, structured work with predictable workflows</li><li>A respected organization with a long history and strong community impact</li><li>Supportive team culture—not a call center role, but a processing environment</li><li>The ability to stay “in the zone” and feel accomplished each day</li><li>Hybrid/remote flexibility</li></ul>What You’ll DoYou’ll work inside the Customer Support Center’s digital worklists—processing tasks submitted by phone representatives, such as:<ul><li>Beneficiary changes</li><li>Reinstatements</li><li>Loan processing and cash surrenders</li><li>Reviewing, tracking, and processing annuity applications (secondary workflow)</li><li>Entering application data into internal trackers</li><li>Sending follow‑up emails and occasional calls to other carriers to confirm receipt or request needed info</li><li>Navigating multiple internal systems to complete back‑office processing tasks</li><li>Partnering with trainers or teammates when you need support</li><li>Maintaining accuracy, speed, and productivity throughout the day </li></ul>This role is minimal phone work—most of your day is spent processing, reviewing, and updating member information in a structured queue. Interested? Apply today!Reach out to us at 📞 (563) 359‑7535 We’d love to connect and share more about how this role aligns with your experience and goals.
2026-04-24T00:00:00Z

Entry-Level Member Services

Saint Paul, MN
onsite
Temporary / Contract
18 - 21 USD / Hourly
The Member Services Representative provides friendly, professional support to members and helps ensure a positive overall experience. This role serves as a primary point of contact for questions, requests, and routine service needs, while maintaining accurate records and delivering high-quality customer service.Key Responsibilities:<ul><li>Assist members with questions, service requests, and account-related needs</li><li>Provide support by phone, email, or in person in a professional and courteous manner</li><li>Resolve routine concerns and direct more complex issues to the appropriate team member</li><li>Maintain accurate records and update information in company systems</li><li>Explain services, policies, and procedures clearly and effectively</li><li>Support day-to-day administrative and customer service functions</li><li>Build positive relationships with members through timely and helpful communication</li><li>Follow company procedures, service standards, and confidentiality requirements</li><li>Collaborate with team members and other departments to support member needs</li><li>Perform additional duties as assigned</li></ul>
2026-05-06T00:00:00Z

Customer Service

Hermitage, PA
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for a dedicated and personable Customer Service Representative to join our team in Hermitage, Pennsylvania. In this role, you will play a crucial part in ensuring customer satisfaction by addressing inquiries, resolving issues, and promoting banking products and services. This is a long-term contract position offering the opportunity to thrive in the financial services industry. Responsibilities: • Respond to a high volume of inbound calls, providing timely and attentive assistance to customers. • Support customers with tasks such as opening new accounts, updating account information, and resolving concerns. • Deliver accurate and detailed information about banking products and services. • Record customer interactions and transactions thoroughly in the system to maintain accurate records. • Work collaboratively with team members to ensure a seamless and efficient customer experience. • Analyze customer needs and recommend suitable banking solutions. • Handle sensitive customer information responsibly and in compliance with banking regulations. • Stay informed about banking products, services, and procedures to provide up-to-date assistance.
2026-05-01T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-04-17T00:00:00Z

Client Services Representative

San Diego, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Overview: Robert Half is partnering with a leading insurance organization seeking a Client Services Representative to join their team. This role is focused on delivering a high level of customer support to clients, resolving inquiries, and ensuring a smooth and positive service experience. The ideal candidate is proactive, detail-oriented, and enjoys working in a fast-paced, service-driven environment.This is a great opportunity for someone who thrives on helping others, solving problems, and building strong client relationships.Key Responsibilities:<ul><li>Serve as the primary point of contact for client inquiries via phone and email</li><li>Provide timely, accurate responses regarding policies, account updates, and general service questions</li><li>Assist clients with account changes, documentation requests, and service-related needs</li><li>Collaborate with internal teams to resolve client issues and ensure follow-through</li><li>Maintain detailed and accurate records of client interactions and updates in internal systems</li><li>Monitor incoming requests and prioritize based on urgency and service standards</li><li>Identify opportunities to improve the client experience and streamline service processes</li><li>Support general administrative tasks related to client account management</li></ul>
2026-05-05T00:00:00Z

Client Services Agent

Boise, ID
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a dependable Client Services Agent to provide high-quality support for employees, clients, and families in Boise, Idaho. This Long-term Contract position is well suited for someone who values precision, communicates clearly, and can manage sensitive information in a fast-paced setting. The role offers structured training, increasing ownership over time, and close collaboration with a broader team while working independently in the office. Responsibilities: • Review, process, and maintain employee and client documentation with a strong focus on accuracy, timeliness, and confidentiality. • Direct forms, records, and service-related communications to the appropriate internal contacts to keep workflows moving efficiently. • Investigate and help resolve issues involving payroll access, time entry, and related online system functionality. • Assist families with Medicaid-related fund administration and ensure transactions are handled correctly. • Use internal platforms and Microsoft-based tools to complete payroll, timekeeping, communication, and record-management tasks. • Protect sensitive personal data by following established privacy standards, compliance procedures, and documentation practices. • Adjust daily priorities as workload demands shift and respond effectively to changing deadlines and business needs. • Partner with colleagues across teams to solve problems, share updates, and support consistent service delivery. • Raise questions, communicate discrepancies promptly, and escalate concerns in a thorough and solution-oriented manner. • Support electronic documentation workflows, including digital forms and e-signature processes, as systems and procedures evolve.
2026-05-07T00:00:00Z

Client Service Specialist

Las Vegas, NV
onsite
Temporary to Hire
25 - 28 USD / Hourly
We are looking for a Client Service Specialist to support customer experience and service operations. This contract to permanent opportunity is ideal for someone who enjoys balancing client communication, administrative coordination, and detailed policy-related support in a fast-paced environment. The person in this role will help guide applications through the process, respond to questions with professionalism, and contribute to a dependable service experience for clients and carrier partners. Responsibilities:• Keep clients informed by providing timely updates on application progress and maintaining regular communication with insurance carriers to move cases forward.• Review new leads and policy submissions carefully, verify information for accuracy, and complete follow-up tasks needed to support efficient processing.• Respond to client questions with patience and professionalism, resolve service-related concerns, and deliver a positive customer experience.• Use Microsoft Outlook, Word, Excel, and CRM tools to organize records, document activity, monitor status changes, and prepare basic tracking information.• Maintain precise and current account details by entering, updating, and checking data with a strong focus on accuracy.• Adjust quickly to changing workloads, shifting priorities, and additional assignments that support team goals and operational needs.• Partner with internal teams and external carriers to ensure communications are clear, timely, and aligned with service expectations.
2026-05-07T00:00:00Z

Client Services Specialist

Santa Barbara, CA
onsite
Temporary / Contract
19.7885 - 22.913 USD / Hourly
We are looking for a dedicated Client Services Specialist to join our team in Santa Barbara, California. In this role, you will be responsible for ensuring exceptional customer experiences through effective communication and problem-solving. This is a long-term contract position that offers the opportunity to make a meaningful impact by assisting clients with their needs and concerns. Responsibilities: • Respond promptly and professionally to customer inquiries via phone, email, and other communication channels. • Troubleshoot connectivity issues and provide clear solutions to clients. • Assist customers in navigating multiple browsers and platforms to resolve technical challenges. • Ensure customer success by addressing concerns and resolving issues efficiently. • Maintain detailed records of customer interactions and follow-ups to ensure resolution. • Collaborate with internal teams to improve service delivery and customer satisfaction. • Handle high-volume call center interactions while maintaining a positive and helpful demeanor. • Provide guidance and support to customers regarding company products and services. • Continuously update knowledge of company offerings to deliver accurate information to clients.
2026-05-01T00:00:00Z

Patient Service Representative

Auburn, WA
onsite
Temporary / Contract
21 - 24 USD / Hourly
DescriptionRobert Half is seeking a Patient Service Representative to support physician administrative operations for our client. The position is primarily responsible for managing high call volumes and coordinating communications between physicians, their support staff, outside offices, and patients. Heavy phone volume and administrative support duties are central to this role. This is a highly accountable position that requires professionalism, confidentiality, and a strong commitment to excellent patient service.Responsibilities:<ul><li>Manage multiple phone lines and direct calls using a centralized phone system; handle high call volumes efficiently.</li><li>Relay pertinent patient and/or examination information between physicians, clinical staff, and other healthcare providers.</li><li>Maintain confidentiality of all patient and center information at all times in compliance with HIPAA privacy and security guidelines.</li><li>Provide overall office support including mail distribution, scheduling, calendar coordination, faxing, typing and disseminating correspondence, and supporting special projects.</li><li>Work closely with team members to ensure all physician and referring office needs are being met, practicing quality customer service in a team environment.</li></ul>
2026-04-20T00:00:00Z

Patient Service Representative

Tacoma, WA
onsite
Temporary / Contract
21 - 24 USD / Hourly
DescriptionRobert Half is seeking a Patient Service Representative to support physician administrative operations for our client. The position is primarily responsible for managing high call volumes and coordinating communications between physicians, their support staff, outside offices, and patients. Heavy phone volume and administrative support duties are central to this role. This is a highly accountable position that requires professionalism, confidentiality, and a strong commitment to excellent patient service.Responsibilities:<ul><li>Manage multiple phone lines and direct calls using a centralized phone system; handle high call volumes efficiently.</li><li>Relay pertinent patient and/or examination information between physicians, clinical staff, and other healthcare providers.</li><li>Maintain confidentiality of all patient and center information at all times in compliance with HIPAA privacy and security guidelines.</li><li>Provide overall office support including mail distribution, scheduling, calendar coordination, faxing, typing and disseminating correspondence, and supporting special projects.</li><li>Work closely with team members to ensure all physician and referring office needs are being met, practicing quality customer service in a team environment.</li></ul>
2026-04-20T00:00:00Z

Patient Service Representative

Federal Way, WA
onsite
Temporary / Contract
24 - 28 USD / Hourly
We are looking for a detail-oriented Medical Scheduler to support patient access and care coordination for a Contract position in Federal Way, Washington. This role focuses on arranging appointments, confirming coverage details, and helping patients understand scheduling, referral, and billing-related information. The ideal candidate brings strong communication skills, sound knowledge of medical terminology, and a calm, patient-centered approach when working with individuals, providers, and referring offices. Responsibilities: • Coordinate patient appointments and related services based on approved referrals and clinical scheduling guidelines. • Collect, confirm, and maintain patient demographic information and enter accurate details into the electronic medical record. • Review insurance coverage, verify eligibility, and document authorization or referral information needed for scheduled visits. • Check that required supporting items such as laboratory work, imaging, scans, and referral documents are available before appointments. • Respond to patient questions regarding billing, insurance benefits, and estimated costs, and provide clear explanations when additional clarification is needed. • Communicate with physicians, patients, and referring clinics when referrals are denied or when added documentation, review, or second opinions are required. • Update patient charts by scanning, copying, and filing records into the appropriate sections of the electronic medical record system. • Arrange special support services for patients, including interpreters, transportation, and other care-related accommodations as needed. • Provide pre-visit guidance, manage cancellations or missed appointments according to established procedures, and escalate policy concerns to leadership when appropriate. • Work collaboratively during operational changes involving external teams and evolving access to scheduling or support systems, while maintaining continuity of patient service.
2026-05-07T00:00:00Z

Membership Admin

Oakland, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are seeking a Membership Administrator to support member services, maintain membership records, and assist with renewals, communications, and program coordination. The Membership Admin is responsible for ensuring accurate member data, processing new memberships and renewals, and responding to member inquiries. The role requires strong organizational skills, customer service, and database management experience. Responsibilities<ul><li>Maintain and update membership databases</li><li>Process applications, renewals, and cancellations</li><li>Respond to member questions and service requests</li><li>Support membership campaigns and outreach efforts</li><li>Prepare reports on membership activity and trends</li><li>Assist with events, mailings, and member communications</li></ul>
2026-05-01T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
We are looking for a Customer Service Administrator to support customer service operations through order processing, issue resolution, and administrative coordination. This role combines customer support and administrative duties, including responding to inquiries, maintaining customer records, processing orders, and assisting internal teams. The ideal candidate has strong communication skills and a customer-focused mindset. Responsibilities<ul><li>Respond to customer inquiries by phone and email</li><li>Process orders, service requests, and account updates</li><li>Maintain accurate customer records and documentation</li><li>Coordinate with internal teams to resolve issues</li><li>Track service metrics and prepare reports</li><li>Provide general administrative support to the customer service team</li></ul>
2026-05-01T00:00:00Z

Customer Service Manager

Mason, OH
onsite
Temporary to Hire
26 - 30 USD / Hourly
Are you a dynamic leader with a passion for customer satisfaction and team development? Our organization is seeking a motivated Call Center Customer Service Manager to oversee daily operations, drive performance, and cultivate a positive work environment in our fast-paced call center.Responsibilities:<ul><li>Lead and inspire a team of customer service agents to deliver outstanding service across all channels.</li><li>Monitor and analyze key performance metrics, implementing strategies to improve customer experience and operational efficiency.</li><li>Provide ongoing coaching, training, and feedback to support staff development and ensure high performance.</li><li>Handle escalated customer issues, ensuring swift and effective resolution.</li><li>Manage scheduling, resource allocation, and workforce planning to maintain optimal coverage.</li><li>Collaborate cross-functionally with other departments to identify opportunities for process improvements.</li><li>Report regularly to senior leadership on department achievements, challenges, and plans for continuous improvement.</li></ul>
2026-05-05T00:00:00Z

Customer Service Manager

Elkhart, IN
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
On behalf of our client we are looking for an experienced Customer Service Manager to lead and manage our customer service operations in Elkhart, Indiana. This role involves overseeing a team of service experts, driving process improvements, and ensuring exceptional experiences for both customers and employees. The ideal candidate will bring strong leadership skills, operational expertise, and a passion for delivering outstanding service. Compensation: $60k-$80k + 10% bonusMonday-Friday Onsite 8:00am-5:00pmBenefits: Medical, Dental, Vision, 401k, PTO, Sick days Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster Responsibilities:• Supervise and guide the customer service team of 10-15 people. including hiring, training, scheduling, and conducting performance evaluations• Call center experience • Foster a collaborative and high-performing team.• Oversee daily customer service operations.• Identify and address operational challenges.• Ensure adherence to company policies, procedures, and safety standards.• Provide administrative support to the District Manager.• Recommend and implement process improvements.
2026-04-14T00:00:00Z

Customer Service Manager

Bristol, CT
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Customer Service ManagerWe are partnering with a manufacturing company in the Bristol, CT area to hire a Customer Service Manager. Based on general knowledge.Key Responsibilities:<ul><li>Lead and support a team of Customer Service Coordinators and Representatives.</li><li>Manage customer projects from order entry through production and shipment.</li><li>Ensure project accuracy, on-time delivery, and high customer satisfaction.</li><li>Provide daily guidance, workflow oversight, and troubleshooting support for complex projects.</li><li>Help coordinate team workload and resolve project-related issues.</li><li>Maintain accurate project data and documentation.</li><li>Manage higher-complexity projects and key customer relationships.</li><li>Partner with Sales, Technical, Production, Shipping, and Purchasing to keep projects moving efficiently.</li></ul> What We’re Looking For:<ul><li>At least 3 years of experience in commercial construction or manufacturing.</li><li>Comfortable acting as a team lead, including managing workflow and troubleshooting difficult projects.</li><li>Strong ERP and Microsoft Office skills.</li><li>Excellent communication, organization, and cross-functional collaboration skills.</li></ul>If you’re interested in learning more, please apply today or contact Kelsey Ryan at Robert Half. Kelsey.Ryan@roberthalf(.com)
2026-04-24T00:00:00Z

Customer Service Manager

Stockton, CA
onsite
Temporary to Hire
30.4 - 35.2 USD / Hourly
We are looking for a Customer Service Manager to lead branch operations and deliver an outstanding client experience in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented banking candidate who can balance service excellence, team leadership, sales growth, and operational oversight in a financial services environment. The role will guide daily branch activity, strengthen customer relationships, and help build a high-performing team that meets business goals while maintaining strong controls and compliance standards. Responsibilities: • Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly. • Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings. • Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers. • Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment. • Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness. • Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch. • Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization. • Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture. • Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate. • Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require.
2026-04-29T00:00:00Z

Account Services Representative

Austin, TX
onsite
Temporary / Contract
20 - 20 USD / Hourly
We are looking for an Account Services Representative to be responsible for processing high-volume daily order entry and billing transactions with exceptional accuracy and attention to detail. This role serves as a key liaison between customers, the sales force, and internal departments to resolve issues related to orders, billing, accounts receivable, and returns while maintaining strong customer relationships. The position requires excellent organization, communication, and problem-solving skills in a fast-paced environment. Key Responsibilities:· Process multiple daily order entry and billing transactions with a high level of accuracy and attention to detail.· Resolve issues related to orders, billing discrepancies, accounts receivable, and returns in a timely and professional manner.· Maintain and update customer accounts, ensuring data accuracy and proper documentation.· Communicate directly with the sales force, internal departments, and clients to pursue and resolve order- and account-related issues.· Provide high-quality customer service while meeting quality standards and customer satisfaction expectations.· Demonstrate strong follow-up skills to ensure issues are fully resolved.· Maintain composure and professionalism during high-volume or stressful situations.· Support business needs by working beyond standard hours when required.
2026-04-22T00:00:00Z

Customer Service Representatiive

Kent, WA
onsite
Temporary / Contract
22 - 25 USD / Hourly
DescriptionRobert Half is hiring a Customer Service Representative to support our client's customer-facing operations. This contract role is ideal for candidates who thrive in a fast-paced, people-oriented environment.Responsibilities:<ul><li>Respond to customer inquiries via phone, email, and chat in a timely manner.</li><li>Resolve customer issues and escalate complex concerns as needed.</li><li>Maintain accurate records of customer interactions and transactions.</li><li>Process orders, returns, and account updates.</li><li>Collaborate with internal teams to ensure customer satisfaction.</li></ul>
2026-04-20T00:00:00Z

Client Service Associate

Chicago, IL
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a Client Service Associate to support client-facing operations for a Wealth Management firm in Chicago, Illinois. This position is well suited for someone with strong attention to detail and a background in accounting, wealth services, or tax who can help maintain a high standard of service. The role offers the opportunity to work closely with internal teams and clients while contributing to accurate, timely, and organized account support. Responsibilities:• Provide day-to-day assistance to clients by responding to service requests, resolving account-related questions, and ensuring a positive experience.• Coordinate with advisors and internal departments to prepare, review, and process client documentation with accuracy and timeliness.• Maintain organized client records and monitor account activity to help support compliance and operational standards.• Assist with account onboarding, updates, and administrative follow-up to keep client information current and complete.• Prepare materials, reports, and supporting documentation needed for client meetings, transactions, and ongoing service needs.• Track outstanding items and follow through with clients and colleagues to ensure requests are completed efficiently.• Contribute to process improvement efforts and support operational changes, including work involving financial platforms or related systems when needed. Benefit : Medical/Dental, 401k & PTO“Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.” to your posting. Once complete, let me know.
2026-04-30T00:00:00Z

Client Services Associate

Highland Park, IL
onsite
Permanent / Full Time
50000 - 58000 USD / Yearly
Our client is looking for a dedicated Client Services Associate to join their team in Deerfield, Illinois. This role requires excellent communication skills and a strong ability to foster relationships. If you thrive in a collaborative environment and have a passion for customer service, we encourage you to apply. This position offers a salary of $55,000-$58,000 + bonus + health, vision, dental, 401k, PTO, and it is on-site 4 days, and Fridays are work from home. Responsibilities:• Act as the primary point of contact between physician-clients, their staff, and patients, ensuring seamless communication.• Coordinate and oversee operational processes, including planning, implementing, and analyzing project outcomes.• Support the creation and distribution of marketing materials by collaborating with graphic designers, copywriters, and printers.• Develop and maintain strong relationships with clients to ensure satisfaction and address any concerns.• Provide exceptional customer service to all stakeholders, consistently exceeding expectations.• Track project progress and report on successes and areas for improvement.• Facilitate communication between internal teams and external clients to ensure alignment on goals and deliverables.• Ensure all patient interactions are handled with professionalism and empathy, fostering trust and confidence.Client Services Associate
2026-04-16T00:00:00Z

Client Services Associate

San Diego, CA
onsite
Temporary / Contract
29 - 35 USD / Hourly
About the RoleRobert Half is partnering with a growing construction company seeking a Client Services Associate with strong experience in customer service and construction operations support. This role serves as a key point of contact for clients, ensuring timely communication, accurate order and project updates, and a high level of service throughout the customer lifecycle.The ideal candidate is highly responsive, detail-oriented, and experienced working in a construction environment where coordinating orders, resolving issues, and maintaining strong client relationships are essential. Key Responsibilities<ul><li>Serve as the primary point of contact for clients regarding order status, project updates, service requests, and general inquiries</li><li>Respond to incoming phone calls and emails in a timely, professional manner while providing accurate information and updates</li><li>Provide proactive communication to clients regarding order tracking, delivery timelines, material availability, and project progress</li><li>Coordinate with internal departments (operations, sales, procurement, and project management) to ensure client needs are met</li><li>Research and resolve client issues related to orders, billing discrepancies, service delays, or product availability</li><li>Maintain accurate records of all client interactions, service requests, and order updates in CRM or ERP systems</li><li>Assist with processing and tracking purchase orders, change orders, and related documentation</li><li>Monitor open orders and ensure clients receive timely status updates throughout the lifecycle of each project</li><li>Support scheduling and coordination of deliveries, installations, or service timelines as needed</li><li>Identify service gaps or recurring issues and escalate appropriately to ensure client satisfaction</li><li>Collaborate cross-functionally to ensure smooth communication between field teams, vendors, and customers</li><li>Support reporting and data entry related to client activity, order status, and service metrics</li></ul>
2026-05-07T00:00:00Z