182 Results for Member Services Jobs

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Customer Service

Holland, OH
onsite
Temporary / Contract
18 - 20 USD / Hourly
We are seeking a professional and customer-focused Customer Service Representative to join our team. This role is responsible for providing exceptional support to customers by answering inquiries, resolving issues, processing requests, and ensuring a positive customer experience. The ideal candidate is an excellent communicator, detail-oriented, and skilled at managing multiple priorities in a fast-paced environment.
2026-10-26T00:00:00Z

Customer Service

Plano, TX
onsite
Temporary to Hire
30.4 - 35.2 USD / Hourly
We are looking for a customer-focused Logistics Coordinator to join our team in Parsippany, New Jersey. This contract opportunity with potential for a permanent position is ideal for someone who can balance responsive service with strong execution across transportation, distribution, and shipment support. The person in this role will help keep orders moving efficiently while working closely with internal teams, carriers, and customers to maintain smooth logistics operations. Responsibilities: • Manage day-to-day shipment activity by organizing transportation, tracking order movement, and helping ensure timely delivery. • Serve as a primary point of contact for customer service inquiries related to shipping status, delivery updates, and logistics support. • Coordinate distribution activities with carriers, warehouses, and internal partners to keep materials and products flowing accurately. • Prepare and review shipping documentation to support compliant and efficient domestic or international movement of goods. • Assist with customs-related coordination by gathering required paperwork and helping address shipment exceptions when needed. • Monitor logistics performance, identify service issues, and take action to resolve delays, discrepancies, or delivery concerns. • Maintain accurate shipment records, order details, and communication logs within company systems. • Support ongoing shipping functions by collaborating across departments to improve consistency, responsiveness, and overall service quality.
2026-11-06T00:00:00Z

Client Services Representative

Newtown, PA
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a Client Services Representative to support a fast-paced public accounting environment. This role serves as a key point of contact for clients, helping ensure information is gathered accurately, timelines are met, and service remains consistent and dependable throughout the engagement lifecycle. The ideal candidate brings prior experience within an accounting firm and can confidently manage administrative, document, and client-facing tasks with a high degree of discretion. Responsibilities: • Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions. • Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use. • Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule. • Draft engagement letters, written client communications, and other administrative materials needed to support daily operations. • Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs. • Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems. • Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks. • Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines. • Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
2026-10-30T00:00:00Z

Client Services Representative

Boston, MA
onsite
Temporary to Hire
35 - 48 USD / Hourly
We are seeking a professional and client-focused Client Services Representative to join our growing Financial Services team. This individual will serve as a primary point of contact for clients, providing exceptional service and support related to investment accounts, financial products, account maintenance, and operational inquiries. The ideal candidate is detail-oriented, organized, and committed to delivering a high-quality client experience while working collaboratively with advisors, portfolio managers, and internal operations teams. Key Responsibilities<ul><li>Serve as a primary contact for clients via phone, email, and in-person meetings.</li><li>Respond to client inquiries regarding account activity, investment statements, transactions, and service requests.</li><li>Assist with account opening, onboarding, transfers, and maintenance activities.</li><li>Process and monitor client paperwork, ensuring accuracy and completeness.</li><li>Coordinate client requests with advisors, investment professionals, custodians, and operations teams.</li><li>Maintain detailed and accurate client records within CRM and portfolio management systems.</li><li>Prepare client meeting materials, reports, presentations, and account documentation.</li><li>Support the collection and review of compliance and regulatory documentation.</li><li>Assist with money movement requests, account updates, beneficiary changes, and other service-related transactions.</li><li>Track outstanding client requests and ensure timely resolution.</li><li>Help identify opportunities to improve service processes and enhance the overall client experience.</li><li>Maintain confidentiality and safeguard sensitive client and financial information.</li><li>Stay informed on firm policies, procedures, and industry regulations.</li></ul>Qualifications<ul><li>Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field preferred.</li><li>3+ years of experience in financial services, investment management, asset management, corporate trust, loan administration, or client relationship management.</li><li>Strong understanding of capital markets, investment products, and financial services operations.</li><li>Knowledge of corporate trust, fund administration, loan servicing, syndicated loans, or related financial products.</li><li>Experience supporting institutional clients, asset managers, investment firms, banks, or alternative investment funds.</li></ul>
2026-11-09T00:00:00Z

Membership Development Manager

Waukesha, WI
onsite
Permanent / Full Time
70000 - 75000 USD / Yearly
We are looking for a Membership Development Manager to help strengthen member engagement and expand participation for an organization based in Waukesha, Wisconsin. This role focuses on building lasting relationships, supporting member accounts, and using performance data to guide outreach efforts. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn membership goals into measurable results. Responsibilities: • Build and maintain strong relationships with current and prospective members to encourage retention and growth. • Manage member accounts by responding to questions, resolving issues, and ensuring a positive overall experience. • Develop outreach strategies that increase membership participation and support organizational objectives. • Track key performance indicators and prepare reports that highlight trends, progress, and opportunities for improvement. • Collaborate with internal teams to coordinate membership initiatives, campaigns, and service improvements. • Identify opportunities to enhance engagement through targeted communication and follow-up efforts. • Monitor membership activity and recommend actions that improve satisfaction and long-term involvement.
2026-10-21T00:00:00Z

Customer Sales Support

Chula Vista, CA
onsite
Temporary / Contract
23.98 - 23.98 USD / Hourly
We are looking for a detail-oriented Customer Sales Support team member to join a fast-paced team in Chula Vista, California. This Long-term Contract position supports sales operations and customer relationships by handling service requests, coordinating order activity, and helping ensure timely, accurate communication across the order lifecycle. The role works closely with airline customers, repair facilities, brokers, and internal teams to deliver responsive support and maintain a high standard of service. Responsibilities: • Support airline customers, maintenance organizations, and broker partners by addressing service needs related to aftermarket spare parts and ongoing account activity. • Assist customers with portal usage by guiding them through available tools, resolving access or navigation questions, and promoting effective self-service where appropriate. • Enter and manage customer orders and quotations in line with established procedures, while routing specialized issues to the correct internal contacts when needed. • Follow up on credit-related approvals and invoice payment matters to help move orders forward without unnecessary delays. • Track customer interactions, order updates, and service actions within designated CRM and business systems to maintain accurate records. • Work with shipping, provisioning, and warehouse teams to accelerate deliveries, investigate shipment status, and communicate updates to customers. • Prepare regular productivity and status reporting for leadership to support visibility into daily performance and operational goals. • Contribute ideas that improve service quality, workflow efficiency, and overall customer experience within a continuous improvement environment.
2026-10-26T00:00:00Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-11-06T00:00:00Z

Guest Services Representative

Memphis, TN
onsite
Temporary to Hire
15 - 15 USD / Hourly
We are offering a contract to hire employment opportunity for a diligent and attentive Customer Service Representative in the museum industry located in downtown Memphis. This role involves providing exceptional guest services, maintaining the flow of traffic, working in the gift shop, and becoming an expert on the museum. This is an on-your-feet role and does require working every Saturday and Sunday, plus three other days during the week to be a full-time 40 hour work week. Hours are 8:30-5:30. Please apply for this role if you have great customer service experience, can stand for periods of time, and able to commit to weekend hours Responsibilities:• Greet guests at the entrance and box office, ensuring a warm and welcoming experience.• Become proficient in knowledge about the museum to accurately and enthusiastically share information with guests.• Monitor assigned areas within the museum exhibit halls, ensuring all areas are covered and maintained.• Assist guests by providing directions and answering any inquiries they may have about the exhibits.• May be stationed at various points within the museum, including the entrance, hallways, etc. and are expected to manage these stations effectively.• Provide talking points and relevant information to guests.• Achieve organizational sales and service goals by promoting and selling museum merchandise.• Assist in managing store inventory and ensuring the retail store is well-stocked and organized.• Maintain a high level of customer service and retail sales skills to effectively engage with guests and enhance their museum experience.• Direct guests efficiently throughout the museum to maintain a smooth flow of traffic.
2026-11-09T00:00:00Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
19 - 24 USD / Hourly
We are looking for a Client Services Specialist to support event-related client interactions and deliver a high standard of service for attendees, exhibitors, and internal teams. This is a Contract position with an initial 12-week assignment and potential for longer-term opportunity. The person in this role will help ensure event information is accurate, customer questions are resolved efficiently, and service processes are continuously improved to create a strong overall experience. Responsibilities:• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.• Process and update registrations across various event systems with a high level of accuracy and attention to detail.• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.
2026-10-26T00:00:00Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
24 - 28 USD / Hourly
We are looking for a Client Services Specialist to support event participants, exhibitors, and internal teams by delivering responsive, high-quality service throughout the event lifecycle. This is a Contract position based in Irving, Texas offering an initial 12-week assignment with potential for longer-term opportunity. The person in this role will help ensure registration, exhibitor services, and event communications run smoothly while contributing ideas that strengthen the overall customer experience. Responsibilities:• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.• Take on additional assignments that support team objectives and evolving business needs.
2026-10-26T00:00:00Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
22.8 - 23 USD / Hourly
We are looking for a Client Services Specialist to support event operations and deliver a high-quality experience for attendees, exhibitors, and internal teams in Irving, Texas. This is a Contract position with an initial 12-week term and the potential to transition into a longer-term opportunity. The person in this role will serve as a key point of contact, helping coordinate event-related services, resolve questions efficiently, and improve communication across multiple programs and live events. Responsibilities: • Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion. • Review event-related web content regularly to confirm information is accurate, easy to navigate, and aligned with program needs. • Troubleshoot registration and service-related concerns by identifying root causes and applying practical solutions. • Work closely with internal departments and external partners to introduce service improvements that strengthen the overall event experience. • Process and update registrations across multiple platforms with a high level of accuracy and attention to detail. • Track exhibitor timelines, service needs, and communications to keep deliverables organized and stakeholders informed. • Coordinate with operations teams to prepare exhibitor pricing materials and support rate structure planning. • Create and maintain exhibitor service documentation, including vendor details, service options, and booth compliance guidelines for assigned events. • Travel as needed to conferences, trade shows, client locations, and vendor meetings to support event execution. • Contribute to additional event and client service activities as business needs evolve.
2026-10-26T00:00:00Z

Membership Representative

Reston, VA
onsite
Temporary / Contract
19 - 20 USD / Hourly
We are seeking a friendly, service-oriented Membership Representative to support member engagement, enrollment, and retention efforts. This role serves as a primary point of contact for prospective and existing members, answering questions, resolving issues, processing account updates, and promoting membership benefits and services. The ideal candidate has strong communication skills, attention to detail, and a passion for delivering excellent customer service. Responsibilities: Respond to member and prospective member inquiries by phone, email, and in personProcess new memberships, renewals, cancellations, and account changesExplain membership plans, benefits, policies, and program offeringsResolve member concerns in a timely and professional mannerMaintain accurate member records and update database systemsSupport outreach, retention, and satisfaction initiativesAssist with reporting, administrative tasks, and special projectsCollaborate with internal teams to ensure a positive member experience
2026-10-22T00:00:00Z

Patient Service Representative

Langhorne, PA
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Patient Service Representative to support a busy healthcare team in Langhorne, PA. This is a Contract position focused on delivering a welcoming patient experience through appointment coordination, registration support, and responsive service over the phone and in person. The ideal candidate is organized, patient-focused, and comfortable managing a high volume of inquiries while maintaining accuracy and professionalism. Responsibilities:• Coordinate patient appointments, confirm scheduling details, and help maintain an efficient calendar for clinical services.• Welcome patients and visitors, provide clear guidance, and address routine service questions with professionalism and empathy.• Complete registration activities by collecting and updating demographic, insurance, and other required patient information accurately.• Handle incoming calls promptly, assist with appointment requests, and direct inquiries to the appropriate department when needed.• Support front-end patient service operations by ensuring records are current and administrative tasks are completed in a timely manner.• Communicate clearly with patients regarding visit preparation, office procedures, and next steps related to their appointments.
2026-10-29T00:00:00Z

Patient Service Representative

Meadowbrook, PA
onsite
Temporary to Hire
18 - 18 USD / Hourly
We are looking for a Patient Service Representative to support front-desk operations for emergency services in Northeast Philadelphia area, PA. This part-time contract opportunity is ideal for someone who enjoys creating a welcoming patient experience while handling registration and insurance intake with accuracy. The schedule includes a mix of daytime, evening, weekend, and alternating shifts, making this a great opportunity for candidates seeking part-time hours and flexible availability. Responsibilities:<ul><li>Welcome patients and visitors in a courteous manner and provide clear guidance during arrival and check-in.</li><li>Complete registration for patients receiving care in emergency and maternity service areas, ensuring demographic details are recorded accurately.</li><li>Collect insurance information from patients and verify that coverage details are entered correctly into the appropriate systems.</li><li>Support patient intake by reviewing required information and addressing routine questions related to registration procedures.</li><li>Coordinate with clinical and administrative teams to help maintain an organized and efficient front-desk workflow.</li><li>Manage high-volume interactions with professionalism while maintaining attention to detail in patient records.</li><li>Provide service-oriented assistance over the phone and in person for scheduling-related and general patient service needs.</li></ul>
2026-11-06T00:00:00Z

Inside Sales/Customer Service

Wheatland, PA
onsite
Permanent / Full Time
60000 - 75000 USD / Yearly
We are looking for a motivated Inside Sales / Customer Service Representative to support business growth through lead generation, customer engagement, and sales performance tracking. This role is well suited for someone who combines strong analytical thinking with a proactive approach to outreach and relationship building. The selected individual will help identify opportunities, maintain accurate sales data, and contribute to revenue goals by supporting the full sales cycle. Responsibilities:• Analyze sales activity and pipeline data to identify trends, opportunities, and areas for improvement.• Conduct outbound outreach to prospective customers, assess interest, and develop leads for the sales team.• Maintain accurate customer and opportunity records within the company CRM system and track progress across the sales process.• Prepare sales reports, dashboards, and performance summaries to support business decisions and revenue planning.• Coordinate with internal teams to assist with quotations, purchase order processing, and customer follow-up.• Communicate with customers to answer questions, provide updates, and strengthen ongoing business relationships.• Support lead management efforts by nurturing prospects and helping move promising opportunities toward conversion.
2026-10-15T00:00:00Z

Customer Service Manager

Union, NJ
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
benefits:<ul><li>medical</li><li>dental</li><li>vision</li><li>paid time off</li></ul> We are seeking an experienced Customer Service Manager with 5+ years of customer service leadership experience to oversee daily customer support operations, drive service excellence, and lead a high-performing team. The ideal candidate will have a proven track record of improving customer satisfaction, resolving complex issues, and building strong relationships with both customers and internal stakeholders. Experience in a manufacturing or industrial environment is strongly preferred.Responsibilities:<ul><li>Lead, coach, and develop a customer service team to ensure exceptional customer support.</li><li>Manage daily customer service operations, including order management, issue resolution, and customer communications.</li><li>Monitor customer satisfaction metrics and implement process improvements to enhance the customer experience.</li><li>Collaborate with sales, operations, production, logistics, and other departments to ensure timely delivery and resolution of customer concerns.</li><li>Handle escalated customer issues and provide effective solutions.</li><li>Develop and maintain service policies, procedures, and performance standards.</li></ul>
2026-10-26T00:00:00Z

Customer Service Manager

Franklin Park, NJ
onsite
Permanent / Full Time
75000 - 950000 USD / Yearly
benefits:<ul><li>401(k) </li><li>Vision Insurance</li><li>Dental Insurance</li><li>Health Insurance</li><li>Life Insurance</li><li>Paid Time Off </li></ul>Responsibilities<ul><li>Manage, coach, and develop a team of Customer Service Representatives.</li><li>Monitor team performance and establish service goals and KPIs.</li><li>Handle escalated customer inquiries and resolve complex issues.</li><li>Develop and implement customer service policies, procedures, and best practices.</li><li>Analyze customer feedback and identify opportunities for process improvements.</li><li>Partner with sales, operations, and other departments to ensure customer satisfaction.</li><li>Track and report on customer service metrics, trends, and team performance.</li></ul>
2026-10-23T00:00:00Z

Customer Service Manager

Fayetteville, AR
onsite
Temporary to Hire
20 - 25 USD / Hourly
# Customer Experience Manager - Property & Casualty Insurance ## Job Description We are seeking a motivated, highly organized Customer Experience Manager to join a growing insurance agency. This position offers a unique opportunity for a licensed insurance professional who enjoys building client relationships, improving processes, and taking ownership of daily operations. Working closely with agency leadership and a high-performing insurance producer, this individual will play an important role in delivering exceptional customer service, managing administrative responsibilities, and supporting the continued growth of the business. The ideal candidate is proactive, detail-oriented, and capable of balancing customer needs with operational priorities. This is an opportunity for someone who wants to grow alongside an expanding agency and take on increasing responsibility over time. ## Key Responsibilities - Deliver exceptional customer service to new and existing policyholders, serving as a trusted resource for insurance-related questions and needs. - Manage policy servicing activities, including renewals, endorsements, coverage changes, billing inquiries, and documentation. - Provide administrative and operational support to a high-performing insurance producer, helping streamline daily activities and improve productivity. - Coordinate client communications, follow-ups, appointments, and outstanding service requests. - Assist with new business processing, applications, quotes, and coordination with insurance carriers. - Proactively identify opportunities to improve customer satisfaction, retention, and overall service delivery. - Manage client records, documentation, and workflows within agency management systems. - Handle escalated customer concerns with professionalism and a solutions-oriented approach. - Help establish and improve administrative processes that support agency efficiency and continued growth. - Collaborate with agency leadership to identify operational needs and take on additional responsibilities as the business expands. ## Qualifications ## Active Property & Casualty Insurance License required. - Previous experience in insurance customer service, account management, or agency operations preferred. - Strong understanding of insurance policies, coverage options, and servicing procedures. - Exceptional organizational skills with the ability to manage competing priorities. - Strong written and verbal communication skills. - Demonstrated ability to take initiative, solve problems, and work independently. - High attention to detail and commitment to delivering an excellent customer experience. - Proficiency with Microsoft Office and insurance agency management systems preferred. - Experience supporting a high-volume insurance producer or growing agency is a plus. ## What Makes Someone Successful in This Role? The ideal candidate is someone who enjoys being a dependable resource for both clients and colleagues. They anticipate needs, take ownership of responsibilities, and find satisfaction in keeping operations organized and running smoothly. This individual should be comfortable wearing multiple hats, adapting to changing priorities, and contributing ideas that help the agency operate more effectively. Most importantly, we are looking for someone interested in building a long-term career with an organization where their contributions can grow alongside the business.
2026-11-09T00:00:00Z

Patient Service Rep

Blue Bell, PA
onsite
Temporary / Contract
18 - 20 USD / Hourly
We are looking for a Patient Service Rep to support patient registration and front-end service activities for a healthcare team in Blue Bell, PA. This Contract position focuses on delivering courteous patient support, coordinating appointment-related activities, and maintaining accurate records in a HIPAA-regulated setting. The ideal candidate is organized, responsive, and comfortable handling scheduling, documentation, and communication tasks in an onsite clinical environment. Responsibilities:• Welcome and assist patients with registration activities, ensuring demographic, insurance, and referral information is entered accurately and completely.• Coordinate patient appointments by managing calendars, confirming visit details, and adjusting schedules as needed to support clinic operations.• Respond to incoming calls, voicemail, and email inquiries with professionalism, routing messages promptly and providing clear follow-up information.• Maintain medical records and related documentation with strong attention to detail while following privacy and compliance standards.• Review required forms, submissions, and supporting materials to help keep patient files current and ready for care delivery.• Support clinical trial-related administrative tasks when applicable, including scheduling and document handling in accordance with established procedures.• Assist with coordination of required candidate screening and other visit preparation activities to help patients move smoothly through the care process.• Participate in training activities and apply updated procedures, modules, and workflow guidance to daily registration and service tasks.
2026-11-09T00:00:00Z

Manager, Client Account Services

Marlboro, NJ
onsite
Permanent / Full Time
150000 - 225000 USD / Yearly
We are looking for an experienced Manager Client Account Services to lead financial operations for a portfolio of clients in Marlboro, New Jersey. This role combines hands-on accounting oversight, client relationship management, and team leadership to ensure accurate reporting, timely deliverables, and responsive day-to-day support. The ideal candidate brings strong business management expertise and can translate financial results into clear, practical guidance for both clients and internal leadership. Benefits:Medical, Dental, Vision Responsibilities:• Direct accounting support for a group of business management clients, serving as a primary point of contact for financial matters and ongoing communications.• Lead core transactional processes across multiple client accounts, including payables, receivables, and payroll administration.• Oversee month-end activities such as reconciliations, journal entries, and the preparation of financial statements using both cash and accrual methods.• Review period-to-period financial changes, identify notable trends, and communicate findings clearly to clients and firm leadership.• Develop meeting materials and present financial updates in a concise, organized manner that supports informed decision-making.• Coordinate the setup of new client engagements, including bookkeeping cleanup and updates needed to bring records current.• Organize daily operations and monthly deadlines across several accounts while balancing workload among team members.• Provide guidance to staff, resolve routine questions, and help maintain efficient workflow across client service activities.• Keep leadership informed on account progress, outstanding issues, and resource needs across the team.
2026-10-27T00:00:00Z

Customer Services Specialist

Irving, TX
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for a Customer Service Specialist to support attendees and exhibitors by delivering responsive, detail-oriented assistance for event-related needs. This is a contract position focused on creating a positive customer experience through clear communication, issue resolution, and accurate information sharing. The ideal candidate is comfortable handling a high volume of inquiries, updating records with precision, and working closely with internal teams to ensure timely support. Responsibilities:• Respond to attendee and exhibitor questions by phone, email, or other channels, providing accurate details about events, services, policies, and registration processes.• Investigate customer concerns, determine appropriate solutions, and follow through to ensure issues are resolved in a timely and thorough manner.• Conduct outbound outreach to gather buyer information, encourage event participation, support registration efforts, and identify opportunities for additional purchases.• Maintain complete and accurate customer records by entering, updating, and tracking information within event databases and related systems.• Assist customers with registration challenges and event-related troubleshooting, offering step-by-step guidance to help them complete required actions.• Partner with internal departments and fellow support team members to address more complex service matters and improve response effectiveness.• Monitor recurring customer questions and feedback, then share insights that can help enhance the overall event experience.• Stay current on product offerings, event details, and company policies so information provided to customers remains accurate and up to date.
2026-11-09T00:00:00Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000 - 90000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience? A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth. What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:<ul><li>Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.</li><li>Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.</li><li>Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.</li><li>Maintaining accurate client records and workflow tracking within CRM and financial planning systems.</li><li>Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.</li><li>Coordinating advisor calendars and scheduling client meetings.</li><li>Monitoring operational workflows, compliance requirements, and regulatory documentation.</li><li>Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.</li><li>Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.</li><li>Assisting with social media content and digital engagement efforts across multiple platforms.</li><li>Providing ongoing operational support and helping drive process improvements across the practice</li></ul>Why Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
2026-10-26T00:00:00Z

Client Service Associate

Las Vegas, NV
remote
Permanent / Full Time
45000 - 52000 USD / Yearly
We are looking for a Client Service Associate to support investors and account holders with responsive, knowledgeable service. In this role, you will help clients navigate account activity, answer questions about retirement account options and alternative investments, and provide steady guidance throughout the customer journey. The ideal candidate brings a service-minded approach, strong attention to detail, and the ability to communicate clearly while handling sensitive financial information with care. Responsibilities:• Provide clear guidance to clients on account features, self-directed retirement solutions, trust structures, and digital asset-related topics in an easy-to-understand manner.• Assist customers with transactions and account-related steps from initial setup through ongoing servicing and other lifecycle events.• Investigate client concerns, resolve routine issues efficiently, and route more complex matters to the appropriate internal specialists.• Maintain a strong working knowledge of available products, account structures, and investment options to deliver accurate support.• Manage incoming work queues and daily priorities to help ensure timely follow-up and service standards are consistently met.• Support routine servicing needs such as account updates, maintenance requests, and basic technical assistance.• Document customer conversations and service activities thoroughly and accurately within company systems.• Work closely with partners across multiple teams to deliver a consistent and seamless client experience.• Stay informed on company policies and applicable industry regulations related to self-directed retirement accounts.• Contribute to team development by participating in meetings, coaching sessions, training, and process improvement efforts, including thoughtful use of AI tools and sharing productivity best practices.
2026-11-05T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued. Position OverviewThe Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus. Key Responsibilities<ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
2026-10-29T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-11-06T00:00:00Z

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