We are looking for a Member Services Representative to support a high-volume service environment. This long-term contract position is ideal for someone who communicates clearly, works efficiently, and delivers dependable assistance to members over the phone. The role requires strong attention to detail, confidence using computer systems, and the ability to manage multiple inquiries while maintaining a helpful and attentive approach.<br><br>Responsibilities:<br>• Handle a steady flow of incoming member calls and provide accurate, courteous support in a fast-paced call center setting.<br>• Respond to questions, resolve routine service issues, and guide members through available resources and next steps.<br>• Enter and update member information in computer systems with a high level of accuracy and attention to detail.<br>• Document call details thoroughly to ensure complete and organized service records.<br>• Use typing and navigation skills to manage conversations efficiently while accessing multiple systems.<br>• Maintain service quality standards by delivering consistent, attentive customer support on every interaction.
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.<br><br>Responsibilities:<br>• Build and maintain strong relationships with current and prospective members to encourage retention and growth.<br>• Manage member accounts by responding to questions, resolving issues, and ensuring a positive overall experience.<br>• Develop outreach strategies that increase membership participation and support organizational objectives.<br>• Track key performance indicators and prepare reports that highlight trends, progress, and opportunities for improvement.<br>• Collaborate with internal teams to coordinate membership initiatives, campaigns, and service improvements.<br>• Identify opportunities to enhance engagement through targeted communication and follow-up efforts.<br>• Monitor membership activity and recommend actions that improve satisfaction and long-term involvement.
<p>We are looking for a Member Service Representative to support day-to-day branch service operations. This long-term contract position is ideal for someone who enjoys helping members with financial needs, handling transactions with precision, and building strong relationships through attentive service. The person in this role will contribute to a positive branch experience by combining account support, product awareness, and operational accuracy in a fast-paced retail banking environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage routine member banking activity, including deposits, withdrawals, transfers, and loan-related payments, with a high degree of accuracy.</p><p>• Support members with setting up and maintaining consumer accounts, including deposit products and individual retirement account services.</p><p>• Guide members through consumer lending inquiries and provide assistance during the application process.</p><p>• Recognize opportunities to match members with suitable financial products and explain available options clearly.</p><p>• Connect members with specialized services such as digital banking, mortgage offerings, lending solutions, and business banking resources when appropriate.</p><p>• Follow all applicable credit union policies, regulatory expectations, and established branch procedures to maintain compliance.</p><p>• Reconcile cash drawers and assist with daily branch operations to ensure smooth and efficient service delivery.</p><p>• Provide attentive, member-focused service while helping the branch meet performance, service, and sales objectives.</p>
We are looking for an Enrollment Specialist to support individuals exploring federal student loan repayment and forgiveness solutions in Huntington Beach, California. This Contract position is ideal for someone who can combine consultative customer support with strong attention to detail while helping clients understand available options. The role focuses on guiding borrowers through eligibility reviews, enrollment steps, and required documentation with professionalism and care.<br><br>Responsibilities:<br>• Speak with prospective clients to understand their student loan situations and provide informed guidance on repayment and forgiveness pathways.<br>• Evaluate borrower financial details and loan records to identify programs that may align with eligibility criteria.<br>• Lead clients through each stage of the enrollment process, including gathering, organizing, and preparing required documents.<br>• Record client communications, application details, and status updates accurately in the company system.<br>• Handle sensitive personal and financial information in accordance with established policies and regulatory standards.<br>• Provide clear, supportive service that helps clients feel informed, respected, and confident throughout the process.<br>• Work closely with cross-functional teams to keep enrollment activities moving efficiently and ensure timely follow-up.<br>• Achieve performance goals related to quality, responsiveness, and productivity while maintaining a client-focused approach.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
<p>We are looking for a Provider Enrollment Coordinator to support healthcare provider onboarding and insurance enrollment activities for a permanent opportunity based in Orlando, Florida. In this role, you will help ensure providers are properly credentialed, applications are completed accurately, and enrollment progress is communicated clearly to clients and internal partners. This position is ideal for someone with healthcare credentialing experience who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage the preparation and submission of provider enrollment and credentialing packets for health plans, networks, and related organizations.</p><p>• Review applications and supporting records for completeness, accuracy, and alignment with regulatory and provider requirements.</p><p>• Monitor enrollment progress, follow up with insurance carriers, and address delays or discrepancies to keep applications moving forward.</p><p>• Maintain current files for provider credentials, licenses, certifications, and other credentialing documentation in an organized manner.</p><p>• Serve as a point of contact for medical practices and providers by responding to questions about application status and enrollment-related concerns.</p><p>• Partner with internal departments to coordinate timelines, share updates, and support accurate delivery of credentialing services.</p><p>• Communicate with providers, practice managers, and team members to gather information, confirm next steps, and facilitate issue resolution.</p><p>• Support process improvement efforts by identifying recurring challenges and sharing practical recommendations with the team.</p>
We are looking for a Customer Service Manager - ENT to support customer-facing operations for a Contract position based in Charlotte, North Carolina. This role focuses on guiding service activities before and after delivery, helping customers navigate order status, product availability, scheduling, and issue resolution. The ideal candidate brings strong leadership, clear communication, and a practical understanding of operations, logistics, and service quality in a fast-paced environment.<br><br>Responsibilities:<br>• Lead one project team or coordinate several smaller teams to deliver responsive support throughout the customer lifecycle<br>• Oversee customer inquiries related to order placement, inventory status, delivery timing, and post-sale service needs<br>• Partner with internal stakeholders across operations, logistics, warehousing, and supply chain functions to resolve service issues efficiently<br>• Monitor service performance and identify opportunities to improve workflows, response times, and overall customer satisfaction<br>• Use CRM and enterprise systems such as SAP R/3 to track requests, maintain accurate records, and provide status updates<br>• Prepare reports, schedules, and service documentation using Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint<br>• Support coordination of shipping and delivery activities to help ensure products reach customers according to expectations<br>• Contribute to staffing and team support activities, including coordination related to hiring processes and day-to-day office functions
<p><em>Member Support Representatives Needed, </em><strong><em>Limited Openings Remaining! *Opportunity for future Hybrid and Remote Work*</em></strong></p><p><br></p><p>Ready for a role where you can make a difference, connect with people, and build valuable career experience? If you enjoy helping others, solving problems, and being part of a supportive team, this could be the opportunity you've been looking for.</p><p><br></p><p>We're excited to partner with one of the Capital Region's most respected organizations as they continue expanding their Member Support team. These opportunities have generated a lot of interest, and with only a limited number of openings remaining, we're encouraging interested candidates to apply soon. If you're looking for a rewarding role with long-term potential, excellent training, and a team-oriented environment, we'd love to speak with you. Whether your background is in customer service, retail, hospitality, banking, administrative support, call center environments, or another people-focused role, your experience could be a great fit!</p><p><br></p><p><strong>What You'll Be Doing:</strong></p><p>• Assisting members in person, over the phone, and via online communication</p><p>• Answering questions and resolving service-related issues</p><p>• Processing transactions and maintaining accurate records</p><p>• Identifying member needs and recommending solutions</p><p>• Building strong customer relationships</p><p>• Working as part of a collaborative, customer-focused team</p><p><br></p><p><strong>We're Looking For People Who:</strong></p><p>• Enjoy helping others and creating a positive experience</p><p>• Build relationships easily and communicate effectively</p><p>• Thrive in a fast-paced environment</p><p>• Demonstrate professionalism, reliability, and a willingness to learn</p><p>• Bring flexibility and dependability to the team</p><p>• Want an opportunity to grow with a respected organization</p><p><br></p><p><strong>What You'll Need:</strong></p><p>• Customer service experience or other people-focused experience</p><p>• Strong communication and problem-solving skills</p><p>• Comfort learning new systems and technology</p><p>• Ability to multitask while maintaining accuracy and professionalism</p><p>• Availability to work a flexible schedule within operating hours of M-F, 7:00 AM to 7:00 PM, including Saturday shifts from 8:00 AM to 2:00 PM.</p><p><em>*Schedules provided two weeks in advance.</em></p><p><br></p><p><strong>Why This Opportunity Stands Out:</strong></p><p>• Temp-to-hire with long-term potential within a highly recognized organization</p><p>• Strong training and career development opportunities</p><p>• Supportive culture and team environment, with longstanding commitment to the communities it serves</p><p>• Opportunity for hybrid or remote work after 6+ months</p><p><br></p><p><strong>Transportation-Friendly:</strong> Locations are accessible via the CDTA bus line.</p><p><br></p><p>Interested? We'd love to tell you more!</p><p><br></p><p><strong>Call Ashley Veltri & Mary Christman at 518-462-1430 </strong>We look forward to speaking with you!</p>
We are looking for a Customer Service Manager to lead guest support operations for a growing brand in the restaurants and catering industry. This contract position with potential for a permanent role is based in Coppell, Texas, and focuses on strengthening guest satisfaction, improving service recovery outcomes, and turning feedback into meaningful operational improvements. The ideal candidate will bring strong communication, vendor management, and analytical skills to help elevate the overall guest experience across the organization.<br><br>Responsibilities:<br>• Direct the company’s guest feedback and service recovery efforts, setting priorities that support satisfaction, loyalty, and business goals.<br>• Oversee the external guest support provider by monitoring performance, reinforcing quality expectations, and ensuring timely resolution of guest concerns.<br>• Act as the main point of contact between internal teams and the guest service partner, guiding escalations, sharing feedback, and driving ongoing service enhancements.<br>• Manage the full lifecycle of guest communications, including complaints, questions, compliments, and recovery actions, with thoughtful and brand-aligned responses.<br>• Review guest feedback data to uncover patterns, highlight recurring issues, and partner with operations and field leadership on corrective actions.<br>• Maintain the guest feedback system with accurate records, reliable reporting, and consistent data quality standards.<br>• Create and refine response guidelines, communication templates, and messaging approaches that support consistency and protect brand reputation.<br>• Present feedback insights and practical recommendations to leadership to improve service delivery and the overall guest experience.<br>• Foster a culture centered on the guest by encouraging accountability, responsiveness, and continuous improvement across teams.
<p>benefits:</p><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><p>Responsibilities</p><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><p><br></p>
<p>Hi,</p><p>We are currently hiring for a <strong>Bilingual Spanish Administrative/Enrollment Specialist</strong> position in <strong>Ladera Heights, CA!</strong> This is a great opportunity for someone with a background in reception, medical office administration, customer service, or general administrative support.</p><p><strong>Position Details:</strong></p><ul><li><strong>Pay:</strong> $20/hr</li><li><strong>Location:</strong> Ladera Heights, CA (100% Onsite)</li><li><strong>Schedule:</strong> Monday–Friday, 8:00 AM–5:00 PM</li><li><strong>Duration:</strong> Approximately 10 months</li><li><strong>Language:</strong> Fluent English and Spanish required</li></ul><p><strong>Job Responsibilities:</strong></p><ul><li>Assist clients with intake, enrollment, and application processes.</li><li>Answer incoming calls, schedule appointments, and respond to inquiries.</li><li>Review paperwork and verify required documentation.</li><li>Perform data entry and maintain accurate client records.</li><li>Provide general administrative support, including filing, scanning, and document processing.</li><li>Communicate with clients in both English and Spanish.</li></ul><p><br></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.
We are looking for a detail-oriented individual to support provider enrollment, credentialing, and contracting activities for a healthcare organization in Davie, Florida. This contract position with the potential to become permanent is focused on ensuring providers are properly enrolled, credentialed, and maintained with payers and related entities so services can be delivered without reimbursement delays. The role begins fully onsite for at least the first three months, with the possibility of a hybrid schedule afterward based on business approval. Success in this position requires strong knowledge of claims workflows, payer requirements, and electronic health record and claims management systems such as Epic, NextGen, or similar platforms.<br><br>Responsibilities:<br>• Review provider application materials, verify required documentation through primary source research, and manage credentialing and recredentialing submissions through completion.<br>• Process enrollments and revalidations with Medicare, Medicaid, managed care plans, commercial carriers, and other third-party payers while tracking progress and following up on outstanding items.<br>• Coordinate hospital privilege applications, reappointments, and related payment requests to help maintain uninterrupted provider status.<br>• Maintain accurate, secure, and audit-ready provider files, enrollment records, calendars, and participation logs across internal systems and payer portals.<br>• Partner with payers and internal teams to handle provider additions, terminations, demographic changes, and location updates tied to network participation.<br>• Investigate and resolve enrollment-related denials, payment holds, and claim issues in collaboration with revenue cycle and operational departments.<br>• Support delegated credentialing reviews, internal audits, and payer inquiries to confirm provider directory data and participation records remain current.<br>• Monitor policy and procedural updates from health plans and communicate relevant changes to impacted staff members.<br>• Assist with contracting activities, including payer agreement updates, amendments, and special projects or process improvement initiatives as assigned.
<p>We are looking for a relationship-driven fundraising leader to expand philanthropic support for a mission-based organization in Miami, Florida. This position focuses on building meaningful donor connections, securing annual and major gifts, and advancing revenue growth across individual, corporate, and foundation giving. The role works closely with executive leadership and requires a strong presence in the community, excellent communication skills, and the ability to manage a strategic portfolio of prospects and donors.</p><p><br></p><p>Responsibilities:</p><p>• Build and manage a portfolio of donors and prospects, using in-person meetings and strategic outreach to strengthen engagement and inspire long-term giving.</p><p>• Lead fundraising efforts designed to increase annual contributions, major gifts, and broader philanthropic investment in support of organizational programs.</p><p>• Create and execute integrated development initiatives that may include donor campaigns, grant submissions, corporate outreach, and community-based fundraising activities.</p><p>• Partner with executive leadership on high-priority cultivation and solicitation opportunities, including selected donor visits and targeted relationship-building efforts.</p><p>• Prepare persuasive proposals, stewardship materials, and donor communications that clearly convey impact and encourage continued support.</p><p>• Maintain accurate donor records, track fundraising activity, and use development systems such as Raiser’s Edge to support reporting and portfolio management.</p><p>• Develop and sustain productive relationships with community leaders, foundation representatives, corporate giving contacts, and external partners.</p><p>• Coordinate multiple development activities simultaneously while monitoring timelines, priorities, and revenue goals in a deadline-driven environment.</p><p><br></p><p><strong>THIS IS AN ONSITE ROLE IN THE DOWNTOWN/BRICKELL AREA FOR A NON-PROFIT ENTITY. </strong></p><p><br></p><p><strong>INTERESTED AND QUALIFIED CANDIDATES SHOULD APPLY AND REACH OUT TO STEFANIW FURNISS 786-897-7903 </strong></p>
<p>Charlie Gilmur with Robert Half is searching for an experienced benefits specialist to lead the administration of employee benefit and retirement programs. This role is well suited for someone who can step in quickly, provide reliable guidance across a wide range of employee groups, and support a service-focused workplace culture. The ideal candidate brings strong ownership of benefits operations, sound knowledge of retirement plans, and the ability to evaluate plans for accuracy, compliance, and effectiveness.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the day-to-day administration of health, welfare, and retirement benefit programs</p><p>• Manage benefit enrollments, life event changes, open enrollment activities, and employee communications with accuracy and timeliness.</p><p>• Administer retirement offerings, including support for retirement plan processes, vendor coordination, and employee education.</p><p>• Review benefit plans and related records to identify discrepancies, confirm compliance, and recommend improvements when needed.</p><p>• Serve as the primary point of contact for employees with benefit questions, providing clear and responsive support to individuals across diverse departments.</p><p>• Partner with internal stakeholders and external providers to resolve benefit issues and maintain efficient program delivery.</p><p>• Analyze benefit utilization, plan performance, and program structure to support informed decision-making.</p><p>• Maintain current knowledge of applicable regulations and ensure benefits practices align with institutional policies and legal requirements.</p><p><br></p><p>Please reach out to Charlie Gilmur with Robert Half to review this position. Job Order: 03600-0013519722</p>
<p>Robert Half Management Resources is seeking a Senior Manager of Benefits to lead a team and support our client’s global benefits program in a long-term contract role based in Culver City, California. This position will provide strategic and operational leadership across global benefits initiatives, overseeing vendor relationships and partnering closely with key stakeholders to deliver programs that support employees across multiple regions while aligning with organizational objectives. The ideal candidate will have proven experience implementing global benefits solutions, a strong service-oriented approach, and a passion for creating an exceptional employee experience in a dynamic, fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the administration and ongoing enhancement of global benefits offerings, ensuring programs remain competitive and aligned with regional market practices.</p><p>• Direct the design, review, and upkeep of health, retirement, insurance, spending account, and related benefit plans across the organization.</p><p>• Manage benefits spending with a strategic approach, including evaluating funding models and identifying cost-effective plan solutions.</p><p>• Prepare utilization reports and financial analyses to support leadership decisions on plan performance, employee participation, and program costs.</p><p>• Build and maintain strong partnerships with brokers, carriers, and external providers to improve service levels and resolve issues efficiently.</p><p>• Oversee leave-related programs and ensure coordination between time-off policies, disability coverage, and other insurance benefits.</p><p>• Monitor billing, account reconciliations, and vendor invoices to confirm accuracy and proper approvals.</p><p>• Ensure benefits policies and practices comply with applicable federal, state, and global regulatory requirements.</p><p>• Collaborate with People leaders and cross-functional stakeholders to shape benefits strategies that strengthen employee attraction, retention, and overall experience.</p><p>• Support benefits-related operational improvements, including evaluating administrative processes and contributing to plan model changes when needed.</p>
<p>We are seeking an Account Management Specialist to provide exceptional customer service, support client accounts, and build strong business relationships.</p><p><strong>Responsibilities:</strong></p><ul><li>Serve as the main point of contact for assigned customer accounts</li><li>Respond to client questions regarding orders, services, and account activity</li><li>Coordinate with internal teams to resolve issues</li><li>Maintain accurate account records and documentation</li><li>Support account reviews and reporting</li><li>Ensure a high level of customer satisfaction</li></ul><p><br></p>
<p>Fast growing company in the Chapel Hill area is seeking a Manager of Benefits. The ideal candidate will possess at least 7 years of HR experience and 2 years plus in a supervisory role. This role will oversee the employee benefits and compliance aspects of this organization. In addition to being well versed in Benefits Administration, this role requires someone that can interact with managers and staff at all levels of the organization. This company offers a competitive base salary, a hybrid work schedule, and an annual bonus program.</p><p><br></p><p>Responsibilities: will include.</p><p><br></p><ul><li>Manage employee benefits programs including medical, dental, vision, retirement, and supplemental plans.</li><li>Process enrollments, changes, terminations, and leave requests while ensuring compliance with federal and state regulations.</li><li>Serve as the primary contact for employee benefits and leave-related questions.</li><li>Coordinate open enrollment, vendor relationships, invoice reconciliation, and reporting requirements.</li><li>Partner with HR, Payroll, Finance, and leadership to support benefits administration and employee experience.</li><li>Maintain compliance and reporting,</li></ul><p><br></p>
We are looking for an Employee Relations Manager to support a high-volume HR environment in Washington, District of Columbia. This role will focus on guiding separation-related activities, handling employee relations matters, and ensuring accurate documentation and process execution. The ideal candidate brings strong judgment, hands-on experience with Workday, and the ability to manage sensitive situations with efficiency and professionalism.<br><br>Responsibilities:<br>• Manage employee separation activities from intake through completion, including calls, documentation, and coordination of required paperwork.<br>• Provide day-to-day employee relations support by assessing issues, recommending next steps, and helping ensure consistent application of company policies.<br>• Conduct and document workplace investigations, gather relevant information, and partner with HR leadership on appropriate resolutions.<br>• Process separation transactions accurately in Workday and maintain complete, timely records for all related actions.<br>• Support time-sensitive workforce changes, including voluntary separation programs and position eliminations, while maintaining confidentiality and attention to detail.<br>• Collaborate with internal stakeholders to address employee concerns, answer process-related questions, and keep cases moving in a fast-paced setting.<br>• Use available technology tools, including AI-enabled resources, to improve efficiency, organization, and administrative turnaround time.<br>• Work onsite Tuesday through Thursday to partner effectively with the HR team and support business needs.
We are looking for an experienced Employee Relations Manager to support a hospitality organization in Rancho Palos Verdes, California. This Long-term Contract position will focus on fostering a fair, structured, and compliant workplace by addressing employee concerns, guiding workplace reviews, and partnering with leadership on sensitive people matters. The ideal candidate brings strong judgment, excellent documentation skills, and the ability to manage several active cases in a large employee population.<br><br>Responsibilities:<br>• Oversee employee relations matters by responding to workplace concerns, reviewing complaints, and guiding issues through a consistent resolution process.<br>• Conduct workplace investigations, including gathering facts, meeting with involved employees and leaders, and preparing clear summaries and supporting documentation.<br>• Maintain accurate case records, track open matters, and provide timely reporting to ensure follow-up steps are completed appropriately.<br>• Partner with managers and department leaders to address performance and conduct concerns while promoting fair and compliant practices.<br>• Support the development and refinement of standard operating procedures, employee relations workflows, and related documentation to strengthen organizational consistency.<br>• Collaborate with internal stakeholders, including HR and leadership teams, on sensitive employee matters and recommended next steps.<br>• Assist with manager-facing investigations by organizing details, documenting findings, and helping ensure a thorough review process.<br>• Coordinate with external staffing partners as needed for line-level administrative support connected to employee relations activities.
<p>Are you highly skilled in Excel and enjoy solving data challenges? We're seeking a detail-oriented Enrollment Data Specialist<strong> </strong>to support nationwide enrollment operations in a collaborative, team-focused environment. This role is ideal for someone who thrives in spreadsheets, adapts quickly to changing priorities, and enjoys ensuring data accuracy and quality.</p><p><br></p><p>In this position, you'll work alongside a team responsible for reviewing, testing, troubleshooting, and correcting enrollment-related data issues within large Excel files. Every day brings new challenges, making this a great opportunity for someone who enjoys analytical work and continuous problem-solving.</p><p><br></p><p>What You'll Do</p><ul><li>Review, analyze, and update large Excel spreadsheets containing enrollment data</li><li>Identify, investigate, and resolve enrollment-related discrepancies and data issues</li><li>Perform testing and validation to ensure data accuracy and integrity</li><li>Collaborate with team members to support nationwide enrollment processes</li><li>Follow established procedures while adapting quickly to changing priorities and business needs</li><li>Communicate effectively with internal stakeholders regarding data corrections and updates</li><li>Maintain a high level of accuracy while managing multiple tasks and deadlines</li></ul><p>What We're Looking For</p><p>Required Skills & Experience</p><ul><li>Advanced Microsoft Excel skills, including:</li><li>VLOOKUP</li><li>XLOOKUP</li><li>Conditional Formatting</li><li>Data validation and troubleshooting</li><li>Working with large datasets</li><li>Strong attention to detail and commitment to accuracy</li><li>Ability to take direction and execute tasks efficiently</li><li>Adaptability and flexibility in a fast-changing work environment</li><li>Strong problem-solving and analytical skills</li><li>Team-oriented mindset with excellent communication skills</li></ul><p>Preferred Qualifications</p><ul><li>Experience working in data management, enrollment processing, benefits administration, operations support, or similar data-focused roles</li><li>Experience using Microsoft 365 and Microsoft Teams</li><li>Comfort working with deadlines and shifting priorities</li></ul><p>Why You'll Love This Opportunity</p><ul><li>Join a collaborative team environment</li><li>Work with impactful nationwide enrollment data</li><li>Develop and strengthen advanced Excel and data analysis skills</li><li>Gain exposure to large-scale operational processes</li><li>Fast-paced work with variety and opportunities to learn</li></ul><p>If you're an Excel power user who enjoys solving problems, working with data, and being part of a team that keeps critical enrollment processes running smoothly, we'd love to hear from you!</p><p><br></p><p><br></p><p><br></p><p><br></p>
<p>benefits:</p><ul><li>medical</li><li>dental</li><li>vision</li><li>401k</li><li>paid time off</li></ul><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day customer service operations and ensure high-quality support delivery</li><li>Manage, coach, and develop a team of customer service representatives</li><li>Implement and improve processes to enhance efficiency and customer experience</li><li>Monitor KPIs, analyze performance metrics, and drive continuous improvement</li><li>Collaborate cross-functionally with sales, logistics, and finance teams</li><li>Resolve escalated customer issues in a timely manner</li><li>Ensure compliance with company policies and operational procedures</li></ul>
<p>We are looking for a Client Services Coordinator to support individuals and families by connecting them with housing-focused services and community-based assistance in San Mateo, California. This Long-term Contract position is well suited for someone who can balance compassionate client support with strong organization and follow-through in a fast-paced environment. The person in this role will help clients navigate available resources, coordinate service plans, and contribute to stable housing outcomes through responsive and attentive service delivery. This role will require some travel throughout San Mateo County (mileage can be expensed). Apply today to be considered!</p><p><br></p><p>Responsibilities:</p><p>• Meet with clients to complete intake conversations, screenings, and initial evaluations in order to understand immediate barriers and identify practical housing options.</p><p>• Provide timely support during urgent situations, help clients create individualized stability plans, and guide efforts aimed at reducing the risk of homelessness.</p><p>• Link individuals and families to rental help, utility assistance, public benefits, and other local programs that address essential needs.</p><p>• Research housing availability, engage with property owners and managers, and assist clients throughout the process of securing appropriate housing placements.</p><p>• Represent client needs through referrals, partner coordination, and problem-solving with service agencies, landlords, and community organizations.</p><p>• Prepare and maintain thorough case documentation, ensure records are current, and protect sensitive information in accordance with privacy expectations.</p><p>• Enter service data accurately, monitor client progress, and support reporting activities that measure outcomes and overall program performance.</p><p>• Work closely with colleagues and external partners to improve service coordination and strengthen results for clients receiving support.</p><p>• Carry out daily responsibilities in alignment with organizational standards and all applicable local, state, and federal requirements.</p>
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.<br><br>Responsibilities:<br>• Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions.<br>• Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use.<br>• Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule.<br>• Draft engagement letters, written client communications, and other administrative materials needed to support daily operations.<br>• Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs.<br>• Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems.<br>• Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks.<br>• Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines.<br>• Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
<p>We are seeking a professional and client-focused <strong>Client Services Representative</strong> 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.</p><p><br></p><p>Key Responsibilities</p><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><p>Qualifications</p><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>