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.<br><br>Responsibilities:<br>• Assist members with incoming and outgoing calls, addressing inquiries, processing transactions, and resolving issues promptly and efficiently.<br>• Educate members on the advantages of credit union membership and the range of financial services available.<br>• Deliver outstanding customer service through a friendly and detail-oriented approach that enhances member experiences.<br>• Maintain up-to-date knowledge of credit union products, procedures, and compliance regulations to provide accurate information and assistance.<br>• Collaborate with team members to ensure seamless service delivery and a positive work environment.<br>• Handle member concerns efficiently, providing solutions and escalating issues when necessary.<br>• Perform data entry and transaction processing with precision and attention to detail.<br>• Utilize computer systems effectively to manage member accounts and document interactions.<br>• Uphold company standards and policies while fostering trust and transparency with members.
We are looking for a personable Member Services Representative to support members at our St. Paul, Minnesota branch in a Long-term Contract position. This role is ideal for someone who enjoys building trust through one-on-one service, whether assisting with everyday account needs, handling transactions, or resolving access issues. You will serve as a key point of contact for current and prospective members, creating a welcoming experience while delivering accurate, compliant, and efficient support.<br><br>Responsibilities:<br>• Welcome members in person and by phone, respond to questions, and provide clear guidance on account services and credit union offerings.<br>• Process routine financial transactions accurately, including cash handling, deposits, withdrawals, and other account-related requests.<br>• Open new accounts and support account maintenance activities such as closures, address updates, and profile changes.<br>• Assist members with digital banking access, including online banking support and troubleshooting debit card issues.<br>• Handle inbound and outbound calls with professionalism, offering timely follow-up and practical solutions to service concerns.<br>• Explain membership benefits, products, and procedures in a way that helps members make informed decisions without using a sales-driven approach.<br>• Maintain up-to-date knowledge of internal policies, operational procedures, and regulatory expectations to ensure reliable service.<br>• Create a positive branch experience by taking the time needed to understand member needs while keeping transaction-based service efficient and accurate.
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.<br><br>Responsibilities:<br>• Engage members in meaningful conversations to understand their banking needs and recommend appropriate services or account options.<br>• Handle routine financial transactions such as deposits, withdrawals, transfers, loan payments, and other teller activities with accuracy and efficiency.<br>• Open new accounts, update existing account details, and complete maintenance requests while following established policies and compliance standards.<br>• Investigate member questions, resolve account concerns, and provide clear information about available products, services, and credit union resources.<br>• Manage a personal cash drawer by opening, closing, balancing daily totals, and maintaining approved cash limits throughout the workday.<br>• Support branch operations by recording night deposits, mail deposits, and other controlled transactions as part of dual-control procedures.<br>• Contribute to business development efforts by promoting relevant financial products, making outbound member calls when needed, and helping the branch meet performance goals.<br>• Monitor transactions for irregularities, follow security procedures, and help protect the organization by identifying potentially fraudulent activity or documentation.<br>• Assist with additional branch coverage, electronic member inquiries, translation support, self-assessments, and other assigned projects as needed.
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.<br><br>Responsibilities:<br>• Deliver courteous, detail-oriented support to members by answering questions and resolving routine account-related needs.<br>• Process everyday financial transactions such as deposits, withdrawals, loan payments, and account inquiries with a high level of accuracy.<br>• Set up new accounts for both prospective and existing members while ensuring all required documentation is completed properly.<br>• Recommend and explain available credit union products and services, including electronic banking options and debit card solutions, based on member needs.<br>• 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.<br>• Manage cash drawer operations, complete daily balancing procedures, and perform vault-related teller duties in accordance with branch controls.<br>• Handle debit card servicing tasks such as card orders, activity review through third-party providers, and member assistance with card-related issues or questions.<br>• Follow all applicable banking regulations, federal and state compliance requirements, and internal policies, including Bank Secrecy Act and anti-money laundering standards.<br>• Support additional branch and service activities as needed to help maintain efficient daily operations.
We are looking for a Member Services Coordinator to support a positive and informative experience for members while helping them stay current with licensing-related education. This position blends member support, record administration, and program coordination to strengthen engagement and deliver dependable service. The ideal candidate is organized, responsive, and comfortable managing detailed information while collaborating closely with colleagues across daily operations.<br><br>Responsibilities:<br>• Coordinate administrative activities that support educational programs, including preparation before events and follow-up tasks after completion.<br>• Maintain accurate membership information by entering updates, reviewing records for completeness, and organizing documentation for ongoing use.<br>• Prepare routine reports and track data that help the team understand participation, service needs, and member engagement trends.<br>• Respond to member inquiries with a service-focused approach, helping individuals access benefits, education resources, and relevant support.<br>• Support efforts to increase member value by ensuring services and communications align with development and business needs.<br>• Organize departmental files, procedures, and reference materials to promote consistency and smooth day-to-day operations.<br>• Manage multiple priorities efficiently while working collaboratively with team members to meet deadlines and service expectations.<br>• Contribute to a respectful, cooperative workplace by supporting shared goals and maintaining consistent interactions across the team.
<p>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 <strong>Member Services Processing Representative</strong> 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.</p><p> </p><p><strong>Why Candidates Love This Opportunity</strong></p><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><p><strong>What You’ll Do</strong></p><p>You’ll work inside the Customer Support Center’s digital worklists—processing tasks submitted by phone representatives, such as:</p><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><p>This role is minimal phone work—most of your day is spent processing, reviewing, and updating member information in a structured queue.</p><p> </p><p>Interested? Apply today!</p><p>Reach out to us at 📞 (563) 359‑7535</p><p> </p><p>We’d love to connect and share more about how this role aligns with your experience and goals.</p>
<p>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.</p><p><br></p><p>Compensation: $60k-$80k + 10% bonus</p><p>Monday-Friday Onsite </p><p>8:00am-5:00pm</p><p>Benefits: Medical, Dental, Vision, 401k, PTO, Sick days</p><p><br></p><p><em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster</em></p><p><br></p><p>Responsibilities:</p><p>• Supervise and guide the customer service team of 10-15 people. including hiring, training, scheduling, and conducting performance evaluations</p><p>• Call center experience </p><p>• Foster a collaborative and high-performing team.</p><p>• Oversee daily customer service operations.</p><p>• Identify and address operational challenges.</p><p>• Ensure adherence to company policies, procedures, and safety standards.</p><p>• Provide administrative support to the District Manager.</p><p>• Recommend and implement process improvements.</p>
<p>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.</p><p><strong>Responsibilities:</strong></p><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><p><br></p>
<p><strong>Customer Service Manager</strong></p><p>We are partnering with a <strong>manufacturing company in the Bristol, CT area</strong> to hire a <strong>Customer Service Manager</strong>. Based on general knowledge.</p><p><strong>Key Responsibilities:</strong></p><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><p> </p><p><strong>What We’re Looking For:</strong></p><ul><li>At least <strong>3 years of experience</strong> <strong> in commercial construction or manufacturing</strong>.</li><li>Comfortable acting as a team lead, including managing workflow and troubleshooting difficult projects.</li><li>Strong <strong>ERP</strong> and <strong>Microsoft Office</strong> skills.</li><li>Excellent communication, organization, and cross-functional collaboration skills.</li></ul><p>If you’re interested in learning more, please apply today or contact <strong>Kelsey Ryan at Robert Half. Kelsey.Ryan@roberthalf(.com)</strong></p>
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.<br><br>Responsibilities:<br>• Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly.<br>• Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings.<br>• Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers.<br>• Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment.<br>• Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness.<br>• Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch.<br>• Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization.<br>• Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture.<br>• Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate.<br>• Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require.
<p>We are looking for an experienced Servicing Manager to oversee the servicing lifecycle for consumer and residential real estate loans in Grand Blanc, Michigan. This role is responsible for protecting portfolio quality, maintaining regulatory adherence, and ensuring critical post-closing activities are handled accurately from funding through payoff. The ideal candidate brings strong leadership in loan servicing operations, a proactive approach to risk control, and the ability to guide teams through changing regulatory expectations while maintaining excellent service standards. Hybrid schedule with great growth potential!</p><p><br></p><p>Responsibilities:</p><p>• Direct the full servicing process for consumer and residential real estate loans, ensuring smooth execution of post-funding activities through final payoff.</p><p>• Oversee lien and title administration to confirm collateral is properly secured, documentation is accurate, and releases are completed promptly when obligations are satisfied.</p><p>• Monitor servicing performance using operational and portfolio metrics, identifying trends in delinquency, accuracy, and workflow efficiency to strengthen results.</p><p>• Lead compliance efforts related to mortgage servicing regulations, escrow requirements, reporting obligations, complaint handling, and foreclosure-related activities.</p><p>• Manage escalated servicing matters by resolving member concerns, correcting operational issues, and implementing measures that reduce repeat occurrences.</p><p>• Supervise payment processing and escrow administration to support timely transactions, accurate account maintenance, and a positive customer experience.</p><p>• Guide and develop a specialized servicing team by setting expectations, reinforcing accountability, and promoting consistent service quality.</p><p>• Coordinate audit readiness and regulatory updates by translating new requirements into clear procedures, training, and day-to-day operational practices.</p>
<p>We are looking for an experienced and detail-oriented Client Services Associate or Manager to join our team in Minneapolis, Minnesota. In this role, you will support high-level executives and teams by, overseeing client interactions, and facilitating investment-related transactions. The ideal candidate will thrive in a fast-paced environment, possess exceptional organizational skills, and demonstrate a commitment to delivering outstanding client service.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals.</p><p>• Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing.</p><p>• Assist with client onboarding processes to ensure smooth transitions and effective communication.</p><p>• Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed.</p><p>• Provide proactive and responsive support for client inquiries regarding investment-related services.</p><p>• Facilitate internal communications for executives, including meeting coordination and administrative support.</p><p>• Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow.</p><p>• Uphold confidentiality standards for all client and firm-related information.</p><p>• Support executives in streamlining communication and managing priorities related to client services and transactions.</p><p><br></p><p>If you are interested in joining this growing investment advisory firm please contact Doug Rickart on LinkedIn , call Doug at 612-249-0330 or apply through the ink provided. </p>
We are looking for a motivated and detail-oriented Customer Service Account Manager to join our team in Franklin, Tennessee. In this role, you will play a key part in ensuring customer satisfaction by managing orders, coordinating logistics, and maintaining clear communication with clients. The ideal candidate thrives in a fast-paced environment and is committed to delivering exceptional service.<br><br>Responsibilities:<br>• Oversee the fulfillment of customer orders, ensuring all requirements are met and promptly communicating updates to clients.<br>• Arrange transportation that aligns with customers’ delivery expectations and timelines.<br>• Prepare and complete invoices and customs documentation for orders, ensuring timely delivery of paperwork to customers.<br>• Maintain effective communication with assigned accounts, addressing and resolving issues in a timely manner.<br>• Update and manage order tracking systems, providing regular updates on shipment status until delivery is complete.<br>• Identify opportunities for process improvements and implement solutions to enhance efficiency.<br>• Collaborate with internal teams to ensure a seamless customer experience.<br>• Handle additional duties and responsibilities as assigned to support the team.
<p>Are you a people‑first leader who loves developing teams, improving performance, and creating an outstanding customer experience? Do you thrive in fast‑paced environments where coaching, accountability, and positivity all matter? If so… this role was <em>made</em> for you.</p><p>We’re looking for a <strong>Customer Care Manager</strong> to lead our client's Appointment Center/Customer Care team — someone who knows how to build morale, boost KPIs, and bring out the best in every team member.</p><p><br></p><p><strong>What Makes This Role Exciting</strong></p><p>This isn’t a behind‑the‑glass leadership job. You’ll be <em>in the action</em> — coaching, strategizing, refining processes, and celebrating wins. You’ll shape a team’s culture, impact customer satisfaction, and directly influence company growth.</p><p>If you love meaningful leadership and hands‑on impact, you’ll feel right at home.</p><p><br></p><p>What You’ll Lead & Own</p><p>In this role, you’ll take charge of:</p><p><strong>Team Leadership & Coaching</strong></p><ul><li>Managing daily operations of the Appointment & Customer Care Center</li><li>Providing real‑time coaching through call reviews, scripting feedback, and performance mentoring</li><li>Supporting and developing team members to reach their full potential</li></ul><p><strong>Driving KPIs</strong></p><p>You’ll oversee improvement and consistency in:</p><ul><li>Low cancellation rate</li><li>Speed to lead</li><li>Lead‑to‑appointment conversion</li><li>Appointment run rate</li></ul><p><strong>Operational & People Management</strong></p><ul><li>Running weekly/monthly leadership meetings</li><li>Interviewing, evaluating, and partnering with HR on performance management</li><li>Supporting hiring, onboarding, and training</li><li>Handling escalated customer issues with professionalism</li><li>Overseeing receptionist and inside sales teams</li><li>Fostering a positive, engaging employee and customer experience</li></ul><p><br></p>
<p>We are looking for a Sales Account Manager to support customer relationships, business growth, and commercial activities in Farmington Hills, Michigan. This role blends account leadership, technical coordination, and customer advocacy, making it ideal for someone who can build trust, manage priorities, and drive results across multiple stakeholders. The successful candidate will help expand existing business, respond to customer needs with urgency, and partner closely with internal teams to support long-term success.</p><p><br></p><p>Responsibilities:</p><p>• Build and strengthen relationships with customer contacts across purchasing, engineering, and related functions to support ongoing business development.</p><p>• Pursue new sales opportunities by identifying prospective programs, expanding existing accounts, and contributing to long-range growth plans.</p><p>• Serve as a primary point of contact for customer concerns, helping resolve issues efficiently while representing customer needs internally.</p><p>• Prepare and manage quotations, track RFQs, and follow through on open commercial opportunities in a timely and thorough manner.</p><p>• Oversee customer portal activity, including updates tied to change notices, tooling information, and other account-related data.</p><p>• Work closely with engineering and cross-functional teams to align commercial activity with current production needs and future program opportunities.</p><p>• Participate in program reviews, customer meetings, and site visits, while delivering presentations that clearly communicate business status and proposals.</p><p>• Support pricing discussions, APQP-related coordination, invoicing concerns, and aged receivable follow-up to maintain healthy account performance.</p><p>• Facilitate communication among customers, sales leadership, and internal coordinators to ensure priorities, timelines, and deliverables remain aligned.</p><p>• Travel as needed within the United States and internationally to support customer engagement and business objectives.</p>
We are looking for an experienced Service Delivery Manager to oversee IT operations and ensure seamless delivery of technology services to our clients. This role requires strong leadership skills and a deep understanding of IT infrastructure and support systems. Based in Winter Park, Florida, you will play a critical role in managing service performance and driving efficiency.<br><br>Responsibilities:<br>• Manage the delivery of IT services, ensuring performance standards and client satisfaction are consistently met.<br>• Oversee remote desktop support operations to resolve technical issues quickly and effectively.<br>• Coordinate and optimize the use of collaboration tools such as Cisco Webex Meetings.<br>• Administer and maintain Azure Active Directory, ensuring secure and efficient user management.<br>• Implement and monitor ITIL processes to improve service delivery and operational excellence.<br>• Lead the deployment and management of Intune for device and application management.<br>• Collaborate with cross-functional teams to align IT services with business needs.<br>• Identify and address areas for improvement in service delivery processes.<br>• Develop and maintain documentation for IT service protocols and procedures.<br>• Train and mentor team members to enhance technical skills and performance.
<p>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.</p><p><strong>Key Responsibilities:</strong></p><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><p><br></p>
<p>Hybrid position available! A local public accounting firm based in Morristown, NJ is currently looking to add a Staff Accountant to their outsourced accounting and client services team due to continued growth. This is an excellent opportunity join a firm that prioritizes work-life balance and focuses on servicing small businesses and companies. The Staff Accountant will manage outsourced accounting responsibilities for a portfolio of small businesses, including reviewing bank reconciliations, preparing and posting journal entries and accruals, managing the client's monthly close checklist, and preparing sales tax filings. The ideal Staff Accountant will have a minimum of 2 years' experience in either a CPA firm or small business/company. Strong knowledge of QuickBooks is preferred. Candidates must either have their CPA or parts passed.</p>
<p>We are seeking a results-driven <strong>Client Solutions Manager</strong> to support growth within our <strong>Technology Contract Talent</strong> practice. This role is responsible for developing client relationships, driving business development, and delivering talent solutions that help organizations address critical technology skills gaps and project demands. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Build and expand relationships with hiring managers and key decision-makers across client organizations. Based on general knowledge.</li><li>Generate new business opportunities for contract talent solutions within the technology space. Based on general knowledge.</li><li>Consult with clients on workforce needs, project priorities, and staffing strategies. Based on general knowledge.</li><li>Partner closely with recruiting teams to align talent pipelines with client demand. Based on general knowledge.</li><li>Present tailored contract staffing solutions for initiatives involving security, AI, data, software development, cloud, and IT operations. </li><li>Manage the full client engagement lifecycle, from prospecting and business development through job order intake and ongoing account management. Based on general knowledge.</li><li>Maintain a high level of market activity and develop a strong network within the local technology community. Based on general knowledge.</li></ul><p><br></p>
<p>Robert Half is seeking a skilled Maintenance Operations Manager.</p><p>In this role you will oversee maintenance and operations for industrial equipment and refrigeration systems at several facilities. </p><p>The successful candidate will play a key role in promoting operational reliability, leading technical staff, and upholding regulatory standards.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Direct daily maintenance and operation of complex refrigeration systems, ensuring reliability and peak efficiency across multiple locations.</li><li>Establish and manage proactive maintenance programs to maximize equipment uptime and streamline processes.</li><li>Lead, coach, and evaluate maintenance staff to foster skill growth and ensure compliance with organizational standards and procedures.</li><li>Maintain all required documentation and reporting for local, state, and federal regulatory agencies.</li><li>Diagnose and repair industrial refrigeration and a variety of production equipment, providing hands-on technical guidance as needed.</li><li>Oversee machinery such as baggers, optical sorters, box erectors, welders, and conveyor systems.</li><li>Carry out welding, fabrication, and other technical projects to support equipment performance and safety.</li><li>Maintain an organized inventory system to track parts, tools, and supplies required for maintenance operations.</li><li>Identify and implement opportunities for energy conservation and sustainability within the facilities.</li><li>Monitor repair and maintenance budgets, control costs, and introduce efficiency improvements as appropriate.</li></ul><p><br></p>
<p><strong>Overview:</strong></p><p> 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.</p><p>This is a great opportunity for someone who thrives on helping others, solving problems, and building strong client relationships.</p><p><strong>Key Responsibilities:</strong></p><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><p><br></p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> 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.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
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.<br><br>Responsibilities:<br>• Respond promptly and professionally to customer inquiries via phone, email, and other communication channels.<br>• Troubleshoot connectivity issues and provide clear solutions to clients.<br>• Assist customers in navigating multiple browsers and platforms to resolve technical challenges.<br>• Ensure customer success by addressing concerns and resolving issues efficiently.<br>• Maintain detailed records of customer interactions and follow-ups to ensure resolution.<br>• Collaborate with internal teams to improve service delivery and customer satisfaction.<br>• Handle high-volume call center interactions while maintaining a positive and helpful demeanor.<br>• Provide guidance and support to customers regarding company products and services.<br>• Continuously update knowledge of company offerings to deliver accurate information to clients.
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.<br><br>Responsibilities:<br>• Review, process, and maintain employee and client documentation with a strong focus on accuracy, timeliness, and confidentiality.<br>• Direct forms, records, and service-related communications to the appropriate internal contacts to keep workflows moving efficiently.<br>• Investigate and help resolve issues involving payroll access, time entry, and related online system functionality.<br>• Assist families with Medicaid-related fund administration and ensure transactions are handled correctly.<br>• Use internal platforms and Microsoft-based tools to complete payroll, timekeeping, communication, and record-management tasks.<br>• Protect sensitive personal data by following established privacy standards, compliance procedures, and documentation practices.<br>• Adjust daily priorities as workload demands shift and respond effectively to changing deadlines and business needs.<br>• Partner with colleagues across teams to solve problems, share updates, and support consistent service delivery.<br>• Raise questions, communicate discrepancies promptly, and escalate concerns in a thorough and solution-oriented manner.<br>• Support electronic documentation workflows, including digital forms and e-signature processes, as systems and procedures evolve.
<p>Robert Half is partnering with a service-focused organization to identify a Client Services Coordinator to support inbound customer inquiries and appointment scheduling. This opportunity is ideal for someone who brings a confident phone presence and is comfortable guiding conversations, managing scheduling changes, and working through time-sensitive customer needs.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Handle a high volume of inbound customer calls and place selective outbound calls as needed</li><li>Qualify customer needs and guide conversations toward appropriate next steps</li><li>Accurately document call details while speaking with customers</li><li>Schedule appointments and collaborate with internal service teams to keep calendars running smoothly</li><li>Communicate with customers and internal staff to address scheduling changes, availability challenges, and time-sensitive needs</li><li>Assist with light reception and front desk coverage during designated times</li></ul><p><strong><u>Additional Highlights: </u></strong></p><ul><li>Competitive hourly pay with opportunity for performance-based incentives</li><li>Structured training and onboarding program</li><li>Long-term opportunity within a stable, close-knit team environment</li></ul><p>If you enjoy helping customers feel heard, keeping systems organized, and finding workable solutions—this role offers a strong foundation for growth!</p>