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191 results for Member Services jobs
- Sacramento, CA
- onsite
- Temporary / Contract
- 23 - 24.75 USD / Hourly
- We are looking for a Client Services Coordinator to provide dependable administrative and front office support for a contract position based in Sacramento, California. This role will help maintain a welcoming office environment, coordinate daily operational needs, and support client-facing activities with care and attention to detail. The ideal candidate is organized, service-oriented, and comfortable managing multiple priorities across scheduling, documentation, events, and vendor-related tasks.<br><br>Responsibilities:<br>• Welcome visitors and clients, manage front desk activity, and ensure a welcoming and detail-focused office experience.<br>• Prepare, edit, and organize business documents, presentations, spreadsheets, and correspondence using Microsoft Office applications.<br>• Support document execution processes by sending, tracking, and maintaining files through AdobeSign or DocuSign.<br>• Monitor office and kitchen inventory, place supply orders, and keep shared spaces stocked and organized.<br>• Coordinate meetings and events by arranging meals, preparing conference rooms, and handling on-site logistics.<br>• Submit invoices accurately through Coupa and follow internal procedures for timely processing.<br>• Assist with administrative tasks related to contracts, records, and document management as needed.<br>• Partner with team members during the onboarding period to learn workflows and provide smooth coverage throughout the assignment.
- 2026-11-11T00:00:00Z
- Cedar Falls, IA
- onsite
- Temporary / Contract
- 24 - 26.5 USD / Hourly
- <p>Are you someone who enjoys helping customers, solving problems, and building strong professional relationships? We're seeking a Client Services & Account Coordinator to support customers, business partners, and internal teams in a fast-paced, service-driven environment.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Serve as a primary point of contact for customers and business partners.</li><li>Build and maintain positive relationships through responsive, professional service.</li><li>Answer questions, investigate concerns, and resolve issues in a timely manner.</li><li>Process account updates and maintain accurate records and documentation.</li><li>Coordinate communication between customers and internal teams to ensure a seamless experience.</li><li>Support account management activities and help ensure customer needs are met.</li><li>Identify opportunities to improve processes and enhance the customer experience.</li><li>Provide feedback and insights regarding customer trends, concerns, and opportunities.</li><li>Track customer interactions and follow through on open items until resolution.</li><li>Represent the organization professionally during customer meetings, events, and networking opportunities as needed.</li></ul><p><br></p>
- 2026-11-10T00:00:00Z
- Modesto, CA
- onsite
- Temporary to Hire
- 27.7115 - 32.087 USD / Hourly
- We are looking for a Community Service Provider Manager to lead service delivery operations and support individuals in accessing resources that promote independence and well-being in California. This contract position offers the potential for a permanent role and combines team leadership, community partnership development, and direct case support in a mission-driven environment. The ideal candidate will bring strong experience in case management, staff supervision, and disability-related services while helping strengthen program performance and documentation practices.<br><br>Responsibilities:<br>• Guide intake and service assessment activities to ensure individuals are evaluated accurately and connected with appropriate support.<br>• Coach and supervise team members, provide regular staff meetings, and help build knowledge of community resources and service practices.<br>• Establish and maintain collaborative relationships with agencies, providers, and community partners to expand referral options and reduce service gaps.<br>• Manage complex or high-priority cases by offering direct assistance beyond the scope of front-line staff when needed.<br>• Facilitate recurring member, provider, and internal team meetings to support communication, case coordination, and program alignment.<br>• Resolve concerns raised by members or employees in a timely, thoughtful manner while promoting a respectful service environment.<br>• Oversee documentation and data tracking processes to support confidentiality, reporting accuracy, and audit readiness across program activities.<br>• Deliver direct services such as advocacy, referrals, independent living planning, peer support, and coordination of disability-related resources.<br>• Represent the program through outreach, presentations, and community events that raise awareness of available services and strengthen local engagement.<br>• Respond to urgent situations affecting individuals with disabilities, including emergencies that may require flexible or nontraditional work hours.
- 2026-11-12T00:00:00Z
- Rutland, VT
- onsite
- Temporary to Hire
- 19 - 23 USD / Hourly
- We are looking for a Customer Sales & Service Representative to support customers through attentive service, accurate order handling, and clear phone communication. This contract-to-permanent opportunity is ideal for someone who enjoys helping people, managing customer requests efficiently, and contributing to a positive service experience. The person in this role will balance inbound customer support with administrative coordination while ensuring each interaction is handled with care and accuracy.<br><br>Responsibilities:<br>• Respond to incoming customer calls promptly and provide clear, courteous assistance for questions, requests, and service needs.<br>• Enter customer orders accurately into company systems and verify details to help ensure timely processing.<br>• Handle both inbound and outbound communication to follow up on inquiries, confirm information, and support resolution of customer issues.<br>• Maintain organized records of customer interactions, order activity, and service updates to support daily operations.<br>• Assist with routine administrative tasks related to customer accounts, order documentation, and service coordination.<br>• Identify customer concerns, research appropriate solutions, and escalate matters when additional support is needed.<br>• Deliver a high-quality customer experience by communicating clearly, managing priorities effectively, and following established service procedures.
- 2026-11-10T00:00:00Z
- San Diego, CA
- onsite
- Temporary / Contract
- 23 - 25 USD / Hourly
- <p>We are looking for a Customer Relations Representative to support an insurance agency in San Diego, California location through a Long-term Contract assignment. In this role, you will serve as a key point of contact for inbound inquiries, gather and document important claim details with precision, and help ensure each customer receives timely assistance. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and takes a thoughtful approach to resolving service-related concerns.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming calls related to first reports of injury and capture claim information accurately in company systems.</p><p>• Use attentive listening and well-structured follow-up questions to understand customer needs and provide appropriate support.</p><p>• Route inquiries to the correct teams when needed and work across departments to help bring issues to resolution.</p><p>• Maintain complete and accurate records through consistent data entry and careful documentation practices.</p><p>• Build a strong understanding of service procedures, policy guidelines, and operational workflows to deliver dependable customer assistance.</p><p>• Identify potential service interruptions or process concerns early and communicate them to Customer Care leadership.</p><p>• Follow established company standards, training expectations, supervisory guidance, and applicable regulations in daily work.</p>
- 2026-11-07T00:00:00Z
- Billings, MT
- remote
- Temporary / Contract
- 17 - 19 USD / Hourly
- <p>We are currently hiring multiple Remote Healthcare Customer Service Representatives for an opportunity supporting Medicare and Medicaid members in the State of Montana.</p><p>This is a 100% remote position with equipment provided.<u> </u><strong><u>Candidates residing in Montana or other states within the Mountain Time Zone are strongly preferred.</u></strong></p><ul><li>Handle inbound and outbound calls to assist patients and members with healthcare-related inquiries.</li><li>Schedule, reschedule, confirm, and cancel medical appointments.</li><li>Verify Medicare, Medicaid, and other insurance eligibility.</li><li>Obtain and update patient demographic information in scheduling systems.</li><li>Assist patients with general questions regarding appointments, coverage, and services.</li><li>Accurately document interactions and maintain patient confidentiality.</li><li>Follow established procedures and meet customer service expectations.</li></ul><p><br></p>
- 2026-11-11T00:00:00Z
- San Diego, CA
- onsite
- Temporary / Contract
- 24 - 25 USD / Hourly
- <p>About the Opportunity</p><p>Our client in the financial services industry is seeking a customer-focused and detail-oriented <strong>Client Success Specialist</strong> to join their team. This individual will serve as a primary point of contact for clients, helping build strong relationships, ensure a positive client experience, and support the successful delivery of financial services and solutions.</p><p>The ideal candidate is proactive, organized, and comfortable managing multiple client requests in a fast-paced environment. This is an excellent opportunity for someone who enjoys relationship management, problem-solving, and providing exceptional service.</p><p>Key Responsibilities</p><ul><li>Serve as a primary point of contact for client inquiries, providing timely, professional, and accurate responses.</li><li>Build and maintain strong client relationships to support satisfaction, engagement, and long-term retention.</li><li>Assist clients with account-related questions, service requests, documentation, and general inquiries.</li><li>Proactively follow up with clients to ensure requests are resolved and expectations are met.</li><li>Coordinate with internal teams to address client needs, troubleshoot issues, and facilitate efficient service delivery.</li><li>Maintain accurate client records, account information, and communication notes within internal systems or CRM platforms.</li><li>Monitor outstanding requests and manage competing priorities to ensure timely resolution.</li><li>Identify opportunities to improve the client experience, streamline processes, and enhance service quality.</li><li>Handle confidential financial and client information with discretion and in accordance with company policies and procedures.</li><li>Support client onboarding, account maintenance, and other administrative processes as needed.</li></ul><p><br></p>
- 2026-10-23T00:00:00Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 85000 - 90000 USD / Yearly
- <p><em>The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p> </p><p>You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>
- 2026-10-20T00:00:00Z
- Derry, NH
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- We are looking for a Customer Care Associate to support customers with responsive, thoughtful service in a high-volume environment in Derry, New Hampshire. This position is ideal for someone who enjoys solving a wide range of questions, managing administrative tasks accurately, and creating positive interactions at every stage of the customer experience. The role offers the opportunity to build strong product and process knowledge while contributing to efficient day-to-day support operations.<br><br>Responsibilities:<br>• Respond to customer questions and service requests with professionalism, urgency, and attention to detail.<br>• Create positive experiences by resolving issues clearly and following through on each interaction from start to finish.<br>• Build a strong understanding of customer workflows and service expectations to provide accurate support.<br>• Monitor shipment activity across multiple carriers and communicate status updates as needed.<br>• Maintain organized records and complete administrative tasks that support customer care operations.<br>• Apply sound judgment and problem-solving skills to handle a variety of inquiries in a fast-moving setting.<br>• Continuously expand knowledge and use new information to improve future customer interactions.
- 2026-10-29T00:00:00Z
- Irwin, PA
- onsite
- Temporary / Contract
- 16 - 18 USD / Hourly
- <p>Our client is looking for a <strong>Call Center Representative</strong> to join their Support & Services team. This is a contract-to-hire opportunity offering $16-18/hour (DOE) with strong potential for long-term career growth and advancement throughout the organization.</p><p><br></p><p><strong>Pay:</strong> $16.00-$18.00/hour</p><p><strong>Position Type:</strong> Contract-to-hire with long-term growth potential</p><p><strong>Career Growth:</strong> Strong opportunities for advancement both within the call center and in other areas of the organization</p><p><strong>Schedule:</strong> Monday-Friday, 8:00 AM-4:00 PM, 37.5-hour work week with unpaid 30-minute lunch plus two paid 10-minute breaks daily</p><p><strong>Work Site Requirements:</strong> Full onsite training Monday-Friday for approximately 3 months. After successful completion of training, employees can transition to a hybrid schedule with 2 days onsite and 3 days remote each week</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for taxpayers and business owners, providing exceptional customer service over the phone</li><li>Handle inbound calls related to account inquiries, tax collections, and general compliance questions</li><li>Respond to customer inquiries received through email and other digital channels</li><li>Conduct outbound follow-up calls for account verification and customer support</li><li>Accurately document customer interactions and update account information within internal systems</li><li>Learn and follow department procedures, security protocols, and compliance requirements</li><li>Stay informed on process updates and participate in ongoing training programs</li><li>Meet individual and team performance goals in a fast-paced call center environment</li></ul><p><br></p>
- 2026-11-10T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-10-23T00:00:00Z
- St. Petersburg, FL
- onsite
- Temporary / Contract
- 16 - 18 USD / Hourly
- <p>We are looking for a Client Service Specialist II to support commercial and corporate banking clients from our St. Petersburg, FL location. This Long-term Contract position focuses on delivering responsive, accurate service across deposit account onboarding, treasury-related support, and client issue resolution. The ideal candidate brings strong banking knowledge, excellent communication skills, and the ability to coordinate effectively with internal partners to ensure a seamless client experience.</p><p><br></p><p>Responsibilities:</p><p>• Guide clients through onboarding activities for deposit accounts and treasury services, helping ensure timely completion and a smooth service experience.</p><p>• Respond to client inquiries with urgency and accuracy, assessing needs carefully and taking appropriate action to resolve concerns.</p><p>• Coordinate with internal teams to maintain clear communication, align on next steps, and support consistent service delivery.</p><p>• Serve as a client advocate by connecting customers with specialized internal resources when more advanced support is required.</p><p>• Investigate service-related questions and follow through on research requests until a clear resolution is provided.</p><p>• Recognize opportunities to introduce relevant banking solutions and refer clients to appropriate business line partners.</p><p>• Maintain detailed records and correspondence using banking platforms, email, and CRM tools such as Salesforce.</p><p>• Support day-to-day banking operations while managing multiple priorities in a fast-paced service environment.</p>
- 2026-11-09T00:00:00Z
- Canonsburg, PA
- onsite
- Permanent / Full Time
- 65000 - 80000 USD / Yearly
- <p>.We are seeking a customer-focused Account Specialist to serve as the primary contact for a portfolio of customer accounts. In this role, you'll partner closely with sales, operations, production, and accounting teams to ensure orders are processed accurately, delivered on time, and supported with exceptional customer service.</p><p>This position is ideal for someone who enjoys building relationships, solving problems, and coordinating across multiple departments in a fast-paced manufacturing environment.</p><p>What You'll Do</p><ul><li>Serve as the main point of contact for assigned customer accounts.</li><li>Prepare quotes, enter orders, process order changes, and provide timely status updates.</li><li>Coordinate with operations and production teams to confirm lead times and delivery schedules.</li><li>Support the sales team by verifying pricing, product specifications, and order details.</li><li>Track and resolve customer inquiries, complaints, and returns.</li><li>Monitor open orders and proactively communicate potential issues before they impact customers.</li><li>Maintain accurate customer records and account documentation.</li><li>Manage customer procurement portals, including order, pricing, and invoice uploads.</li><li>Partner with accounting on billing inquiries and credit-related matters.</li><li>Assist with logistics and shipping coordination as needed.</li><li>Provide coverage and support for team members during peak workloads or absences.</li></ul><p>Growth Opportunity</p><p>Successful Account Specialists often evolve into trusted business partners for both customers and internal teams. As you develop knowledge of customer operations, products, and purchasing trends, you'll have opportunities to:</p><ul><li>Identify additional products and solutions that support customer needs.</li><li>Recognize purchasing patterns and proactively address changing requirements.</li><li>Build strong customer relationships and become a valued resource and advisor.</li><li>Contribute to customer retention and long-term account growth.</li></ul><p><br></p>
- 2026-10-08T00:00:00Z
- Phoenix, AZ
- onsite
- Temporary / Contract
- 25 - 28 USD / Hourly
- We are looking for a detail-oriented Customer Account Specialist to support order administration and customer account activity in Phoenix, Arizona. This is a Long-term Contract position that begins with onsite training and is expected to move to a hybrid schedule with at least two onsite days per week based on business needs. The ideal candidate brings strong analytical judgment, a service-focused mindset, and the ability to manage a high volume of transactions while maintaining accuracy. This role works closely with internal teams and external customers to keep orders moving efficiently, address issues proactively, and uphold compliance requirements.<br><br>Responsibilities:<br>• Manage a large portfolio of active customer orders each day, ensuring records are updated accurately and transactions are completed in a timely manner.<br>• Serve as a primary point of contact for internal partners and external customers by responding to account questions, providing order updates, and resolving service-related concerns.<br>• Oversee repair order activities from initial receipt through final billing, including order acknowledgment, pricing support, exchanges, and invoice processing.<br>• Review customer agreements and apply contract terms correctly when entering, processing, and fulfilling account requests.<br>• Monitor order flow and delivery commitments to identify potential delays early and take action to reduce service risks and possible financial exposure.<br>• Evaluate warranty requests to confirm eligibility and determine the appropriate next steps for disposition and resolution.<br>• Maintain compliance with applicable trade and regulatory requirements throughout order handling and customer account administration.<br>• Support operational processes tied to contract administration, quality expectations, and related account documentation as required.
- 2026-11-11T00:00:00Z
- San Mateo, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | REMOTE</strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role is offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-10-27T00:00:00Z
- Miami, FL
- onsite
- Temporary / Contract
- 20 - 20 USD / Hourly
- <p>We are seeking a compassionate and dedicated professional to join our team in supporting individuals in crisis. The ideal candidate will have a background in psychology, behavioral health, or a related medical field, along with experience in patient-facing healthcare support. </p><ul><li>Provide support to individuals experiencing crisis situations with empathy, professionalism, and care. </li><li>Communicate effectively with individuals in both <strong>Creole and English</strong>. </li><li>Assist with crisis intervention, emotional support, and connection to appropriate resources.</li><li>Maintain calm and professionalism in high-pressure or emotionally charged situations.</li><li>Support patient services functions, including coordination, communication, and follow-up as needed. </li><li>Participate in training related to <strong>suicide prevention</strong> and <strong>crisis intervention techniques</strong>. </li></ul>
- 2026-10-23T00:00:00Z