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423 results for Remote Call Center Representative jobs

Collections Specialist
  • Minneapolis, MN
  • remote
  • Temporary
  • 23.00 - 27.00 USD / Hourly
  • <p>We are seeking a proactive and detail-oriented Collections Specialist. This role is responsible for managing the collection of outstanding accounts receivable, maintaining positive customer relationships, and ensuring timely resolution of payment issues. The ideal candidate will have strong communication skills, a customer-focused mindset, and a solid understanding of credit and collections processes.</p><p><br></p><p>Key Responsibilities: </p><ul><li>Monitor and manage assigned customer accounts to ensure timely payment</li><li>Contact customers via phone, email, and mail to follow up on past-due invoices</li><li>Investigate and resolve payment discrepancies and disputes</li><li>Maintain accurate records of collection activities and customer communications</li><li>Collaborate with internal departments to resolve billing issues</li><li>Recommend accounts for escalation, credit hold, or third-party collections when necessary</li><li>Prepare aging reports and provide updates to management on collection status</li><li>Assist with month-end closing and reporting of AR balances</li><li>Ensure compliance with company policies and applicable regulations</li><li>Support audits by providing documentation related to collections and AR</li></ul><p><br></p>
  • 2025-10-07T16:14:16Z
Receptionist
  • Chantilly, VA
  • onsite
  • Temporary
  • 18.00 - 18.00 USD / Hourly
  • <p>We are offering a contract for a receptionist role based in Chantilly, Virginia. This role is integral to our operations, where the Receptionist will serve as the first point of contact for all our clients and visitors, ensuring a smooth flow of communication both internally and externally. You will be working Monday to Friday 7 am to 3 pm onsite.</p><p>Responsibilities:</p><p>• Operate a multi-line phone system, directing calls and inquiries to the appropriate department or person.</p><p>• Provide excellent customer service, addressing client inquiries and issues promptly and professionally.</p><p>• Perform data entry tasks, updating and maintaining accurate records of client information.</p><p>• Handle email correspondence professionally and effectively, ensuring timely responses to all communications.</p><p>• Use interpersonal skills to create a welcoming and friendly environment for all visitors and staff.</p><p>• Utilize Microsoft Office Suite (Outlook, Word, and Excel) to efficiently handle administrative tasks.</p><p>• Organize and maintain files, ensuring easy accessibility and up-to-date records.</p><p>• Assist in maintaining the office environment, replenishing breakroom and office supplies as needed.</p><p><br></p>
  • 2025-10-08T18:24:07Z
Collections Specialist
  • Charlotte, NC
  • remote
  • Temporary
  • 20.00 - 23.00 USD / Hourly
  • <p>Robert Half client is seeking a collections specialist to join the team. The ideal candidate will have previous business-to-business collections experience and exemplary customer service skills.</p><p> </p><p><strong>Responsibilities </strong></p><ul><li>Creating and maintaining credit history files</li><li>Analyzing and assessing the creditworthiness of accounts and clients using external credit risk management tools and reports</li><li>Supporting the collection efforts/calls for accounts receivable portfolio</li><li>Documenting daily collections activity</li><li>Researching account disputes and billing discrepancies</li><li>Performing account and payment reconciliations</li><li>Responding to credit inquiries from external and internal clients</li><li>Identifying delinquent accounts requiring external collection efforts</li><li>Identifying bad debt or financial exposure</li></ul><p><br></p>
  • 2025-10-03T14:34:13Z
Property Front Office
  • Grand Rapids, MI
  • onsite
  • Contract / Temporary to Hire
  • 13.50 - 14.00 USD / Hourly
  • We are looking for a dedicated Property Front Office staff member to join a nonprofit organization in Grand Rapids, Michigan. As the first point of contact for residents and visitors, you will play a vital role in fostering a welcoming and supportive environment for an affordable housing community. This Contract to permanent position offers an opportunity to contribute to a meaningful mission of helping individuals transition to stable living.<br><br>Responsibilities:<br>• Greet residents and visitors with professionalism and provide assistance with inquiries or daily needs.<br>• Manage incoming calls using a multi-line phone system and direct them to the appropriate departments.<br>• Coordinate resident services such as package deliveries, transportation assistance, and access to shared spaces.<br>• Promote community engagement by encouraging participation in activities and maintaining organized common areas.<br>• Monitor building access points to ensure a safe and controlled entry process.<br>• Address conflicts or incidents calmly and report any safety concerns to management.<br>• Support the preparation of rooms for new residents and report maintenance needs promptly.<br>• Maintain cleanliness and organization in common areas, courtyards, and parking lots.<br>• Facilitate communication between residents and internal teams to address their support needs.<br>• Model respectful and collaborative behavior to reinforce a positive community atmosphere.
  • 2025-10-08T16:49:24Z
Receptionist
  • Denver, CO
  • onsite
  • Permanent
  • 55000.00 - 65000.00 USD / Yearly
  • <p>Professional Services Receptionist </p><p><br></p><p>Our client, a leading law firm, with an office in downtown hiring is seeking a 5 plus years experienced Receptionist/Office Assistant to help support their office and provide exceptional customer service to clients, guests, and employees. This role is vital to maintaining seamless office operations and fostering strong relationships with attorneys, business professionals, and clients.</p><p>Key Responsibilities:</p><p>Answer and direct telephone calls, check voicemails, and assist with client inquiries.</p><p>Welcome visitors, log their information, and coordinate building access.</p><p>Schedule and maintain conference room reservations and meeting logistics, including food and AV support.</p><p>Assist with local arrangements such as restaurant reservations and transportation needs.</p><p>Maintain a secure and organized reception area and office environment.</p><p>Collaborate with facility management for maintenance requests and building issues.</p><p>Perform administrative tasks and other duties as assigned.</p><p>What You’ll Bring:</p><p>Outstanding communication and organizational skills.</p><p>Proficiency with office technology (e.g., Zoom, scheduling software).</p><p>Ability to manage multiple tasks in a professional environment.</p><p>Commitment to providing excellent customer service.</p><p>The firm offers an excellent pay and benefits. If you are qualified for this position, please email your resume to Director, mala.saraogi@roberthalf[dot][com] for immediate consideration!</p>
  • 2025-09-26T14:28:43Z
Collections
  • Aurora, IL
  • onsite
  • Permanent
  • 56000.00 - 66000.00 USD / Yearly
  • <p>We are looking for a skilled Collections Specialist to join a thriving and collaborative team in Aurora, Illinois. This role offers an excellent work-life balance, immediate access to benefits, and the opportunity to contribute to a well-established, privately-owned company. If you excel in commercial collections and enjoy working in a supportive environment, this position is ideal for you.</p><p>Send your resume for more information about this role to [email protected] or call Danielle Tubero at 630-368-1175 </p><p>salary up to 66k plus great benefits , medical, dental , PTO and 401k. They do have activities to create culture of people enjoying coming to work. </p><p>Responsibilities:</p><p>• Collections for commercial accounts </p><p>• solid interpersonal skills to build relationships to communicate payment issues and resolve discrepancies.</p><p>• Analyze what is collectable and what maybe bad debt</p><p>• interact with sales and operations for effective management of client collections. </p><p>• Use systems including Excel software to manage collection activity </p><p>• Prepare reports detailing collection </p><p> • Negotiate payment terms or settlements.</p>
  • 2025-10-09T18:38:52Z
Accounts Receivable / Collections Specialist
  • New York, NY
  • onsite
  • Permanent
  • 65000.00 - 75000.00 USD / Yearly
  • <p>Rapidly expanding New York City firm is currently seeking an Accounts Receivable / Collections Specialist to join their team. In this role, you will play a critical part in managing accounts receivable and ensuring timely payment collections while maintaining strong relationships with clients and internal stakeholders. This position offers an excellent opportunity to contribute to the financial health of the organization through effective communication and detailed documentation.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage the full accounts receivable process, including billing, reconciliations, and timely collection of outstanding payments.</li><li>Monitor aging reports, identify delinquent accounts, and initiate collection efforts through calls and correspondence.</li><li>Partner with internal teams to resolve discrepancies and maintain accurate account records.</li><li>Ensure compliance with company policies and procedures, as well as applicable laws and regulations.</li><li>Provide exceptional customer service to clients while handling inquiries or disputes related to billing or collections.</li><li>Prepare regular reports on collections activity, outstanding balances, and accounts receivable performance to management.</li><li>Support process improvements to optimize AR functions and enhance efficiency.</li></ul>
  • 2025-10-17T17:33:46Z
Receptionist
  • Honolulu, HI
  • onsite
  • Temporary
  • 20.00 - 21.00 USD / Hourly
  • <p>Are you a friendly and organized individual with a passion for creative services? If so, Robert Half has an exciting <strong><em>Receptionist</em></strong> opportunity for you at a Honolulu-based Creative Services Firm. We're looking for a welcoming and efficient front-desk professional to be the first point of contact for clients, partners, and team members. If you are success-driven, detail-oriented, and thrive in a fast-paced environment, we want to hear from you!</p><p> </p><p>Key Responsibilities:</p><p>- Welcome and assist visitors with a warm and friendly demeanor.</p><p>- Manage incoming and outgoing phone calls and relay messages.</p><p>- Maintain the reception area's cleanliness and organization.</p><p>- Handle incoming and outgoing mail and packages.</p><p>- Assist with scheduling appointments and managing meeting room reservations.</p><p>- Support various departments with administrative tasks as needed.</p><p>- Perform general office duties such as filing, data entry, and photocopying.</p><p>- Restock kitchen supplies</p>
  • 2025-10-02T17:53:46Z
Receptionist
  • Pittsburgh, PA
  • onsite
  • Contract / Temporary to Hire
  • 18.00 - 20.00 USD / Hourly
  • <p>Our client located in downtown Pittsburgh, PA is hiring for a receptionist. This is an onsite contract role with a schedule of Monday through Friday, 9:00 AM – 2:00 PM. The position offers a pay rate of $18-$20 an hour based off of experience. </p><p><br></p><p><br></p><p>Job responsibilities would include ordering food, phones, conference rooms, scheduling communications. </p><p>•           Answering firm telephone and greeting guests.</p><p>•           Maintaining calendar and assist in preparing and setting up conference rooms for internal meetings, conferences, and events.</p><p>•           Entering time and submitting expenses for various attorneys and administrators.</p><p>•           General secretarial duties, including drafting, copying, faxing, scanning and filing of incoming and outgoing correspondence and documents.</p><p>•           Providing administrative support as needed including preparing correspondence, redacting documents, and preparing spreadsheets.</p><p>•          Ordering supplies</p><p><br></p><p><br></p>
  • 2025-10-17T13:14:08Z
Collections Specialist
  • Chula Vista, CA
  • onsite
  • Temporary
  • 27.50 - 32.00 USD / Hourly
  • <p>Robert Half is working with a client in the HVAC industry to find a skilled Collections Specialist to join their team. If you have strong interpersonal skills, a knack for resolving payment issues, and excel at managing accounts receivable, this role offers an opportunity to thrive in an essential industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Contact customers with overdue accounts via phone and email to ensure timely payments.</li><li>Evaluate customer accounts and develop strategies for resolving payment delays</li><li>Maintain accurate records of collections efforts, payment agreements, and correspondence.</li><li>Process adjustments and resolve billing discrepancies effectively with customers and internal teams.</li><li>Collaborate with the sales and accounting departments to develop strategies for minimizing delinquent accounts.</li><li>Generate and review aging reports, ensuring accurate tracking of all overdue balances.</li><li>Suggest improvements to the collections process to enhance overall efficiency.</li><li>Ensure compliance with company policies and applicable federal, state, and local regulations regarding debt collection.</li><li>Provide exceptional customer service, maintaining positive relationships while enforcing payment terms.</li></ul>
  • 2025-10-21T22:38:45Z
Receptionist
  • Post Falls, ID
  • onsite
  • Temporary
  • 21.00 - 23.00 USD / Hourly
  • <p>We are looking for a detail-oriented and friendly Receptionist to join our team on a long-term contract basis in Post Falls, Idaho. In this role, you will be the first point of contact for visitors and callers, ensuring a positive and welcoming experience. The ideal candidate will have excellent organizational skills, a customer-oriented approach, and a strong ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors in a courteous and attentive manner, ensuring a positive first impression.</p><p>• Manage a multi-line phone system, answering and transferring calls effectively and promptly.</p><p>• Handle inbound calls, addressing inquiries and directing them to the appropriate departments.</p><p>• Maintain an organized reception area, ensuring it is tidy and presentable at all times.</p><p>• Provide administrative support to the office, including filing, scheduling, and data entry.</p><p>• Deliver exceptional customer service by addressing concerns and providing information.</p><p>• Manage incoming and outgoing mail and deliveries efficiently.</p><p>• Support the team with additional tasks and projects as required.</p>
  • 2025-10-23T16:29:28Z
Collections Specialist
  • Cornelius, NC
  • remote
  • Temporary
  • 20.00 - 23.00 USD / Hourly
  • <p>Robert Half client is seeking a collections specialist to join the team. The ideal candidate will have previous business-to-business collections experience and exemplary customer service skills.</p><p> </p><p><strong>Responsibilities </strong></p><ul><li>Creating and maintaining credit history files</li><li>Analyzing and assessing the creditworthiness of accounts and clients using external credit risk management tools and reports</li><li>Supporting the collection efforts/calls for accounts receivable portfolio</li><li>Documenting daily collections activity</li><li>Researching account disputes and billing discrepancies</li><li>Performing account and payment reconciliations</li><li>Responding to credit inquiries from external and internal clients</li><li>Identifying delinquent accounts requiring external collection efforts</li><li>Identifying bad debt or financial exposure</li></ul><p><br></p>
  • 2025-10-03T14:34:13Z
General Office Clerk
  • Kapolei, HI
  • onsite
  • Temporary
  • 22.00 - 26.00 USD / Hourly
  • <p>We are looking for a detail-oriented General Office Clerk to join our team on a contract basis in Kapolei, Hawaii. In this role, you will handle a variety of administrative and customer service tasks to support our organization's daily operations. This position requires exceptional communication skills, a welcoming demeanor, and the ability to manage multiple responsibilities effectively. To apply for this role, please call us at 808-531-0800. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors warmly and professionally, ensuring they feel welcomed and attended to.</p><p>• Respond to homeowner inquiries about organizational rules, dues, and processes, providing clear and accurate information.</p><p>• Process incoming and outgoing mail, including payments and official correspondence.</p><p>• Prepare and distribute meeting notices, maintenance schedules, and policy updates as required.</p><p>• Schedule and coordinate appointments for management and the Board of Directors, ensuring smooth calendar management.</p><p>• Organize office supplies by placing orders and maintaining appropriate inventory levels.</p><p>• Assist with event and meeting logistics, including setup, agenda preparation, and follow-up tasks.</p><p>• Provide information and documentation to homeowners regarding community guidelines to help enforce policies.</p><p>• Maintain confidentiality of sensitive organizational and member information.</p>
  • 2025-10-18T01:23:43Z
Collections Specialist
  • Waterford, WI
  • remote
  • Temporary
  • - USD / Hourly
  • <p>We are looking for a skilled Collections Specialist to join our team on a contract basis in Waterford, Wisconsin. This position will focus on managing accounts receivable and ensuring timely collection of outstanding balances while providing exceptional customer service. The role is fully remote and will last approximately 8-12 weeks.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and analyze accounts receivable aging reports to identify overdue accounts.</p><p>• Communicate with customers regarding past-due balances and ensure timely resolution of outstanding payments.</p><p>• Address and resolve customer inquiries related to billing discrepancies, short payments, and account issues.</p><p>• Research and resolve both internal and external inquiries to provide accurate problem resolution.</p><p>• Prepare and distribute account statements to customers as needed.</p><p>• Assist with invoicing processes and handle ad hoc requests from the team.</p><p>• Provide feedback to improve collections processes and enhance efficiency.</p><p>• Manage assigned accounts by maintaining up-to-date records and tracking payment activities.</p><p>• Utilize software tools such as Salesforce and NetSuite to support collections tasks effectivel</p>
  • 2025-10-22T16:04:25Z
Sr. Receptionist
  • Perrysburg, OH
  • onsite
  • Contract / Temporary to Hire
  • 20.00 - 23.00 USD / Hourly
  • We are looking for a detail-oriented and highly organized Senior Receptionist to join our team in Perrysburg, Ohio. In this Contract-to-Permanent position, you will play a pivotal role in providing administrative support, managing schedules, and ensuring smooth day-to-day operations. This role is ideal for someone with strong proofreading skills and experience in administrative assistance.<br><br>Responsibilities:<br>• Greet visitors and handle incoming calls professionally, ensuring excellent customer service.<br>• Proofread documents and correspondence to maintain accuracy and consistency.<br>• Manage calendars, including scheduling meetings, appointments, and conference calls.<br>• Coordinate travel arrangements, including booking flights, accommodations, and transportation.<br>• Prepare and handle export and import documentation efficiently.<br>• Provide general administrative support, including filing, data entry, and maintaining records.<br>• Assist with organizing and facilitating conference calls and meetings.<br>• Serve as a central communication point for internal and external inquiries.<br>• Maintain the front desk area, ensuring it remains presentable and organized.<br>• Collaborate with team members to support ongoing projects and tasks.
  • 2025-10-21T15:28:52Z
Front Desk Coordinator
  • El Cajon, CA
  • onsite
  • Temporary
  • 23.00 - 26.00 USD / Hourly
  • <p>Robert Half is seeking a professional and personable front desk coordinator for a growing organization. As the first point of contact for visitors and clients, this role requires excellent customer service skills, strong organizational abilities, and the ability to maintain a welcoming and efficient front desk environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Greet and direct visitors, ensuring a positive and professional first impression of the organization.</li><li>Answer, screen, and route incoming phone calls while responding to inquiries promptly and courteously.</li><li>Manage appointment scheduling for internal staff and external visitors using scheduling tools or calendars.</li><li>Maintain and organize the reception area, ensuring it is clean, presentable, and stocked with necessary supplies.</li><li>Handle incoming and outgoing mail, packages, and deliveries.</li><li>Assist with administrative tasks like data entry, maintaining office records, and updating contact lists.</li><li>Provide support for office events, including preparation and logistics coordination.</li><li>Handle confidential information with discretion and professionalism.</li></ul><p><br></p>
  • 2025-10-21T22:29:03Z
Part Time Receptionist
  • Easton, PA
  • onsite
  • Contract / Temporary to Hire
  • 18.00 - 20.00 USD / Hourly
  • <p>Robert Half is seeking a friendly, professional, and organized individual to join a local team as a Part-Time Receptionist. As the first point of contact for our clients and visitors, the ideal candidate will represent our company with enthusiasm and deliver exceptional service. This is a fantastic opportunity to gain experience in a dynamic and fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome clients, visitors, and staff with warmth and professionalism.</li><li>Answer, screen, and route incoming calls to appropriate departments.</li><li>Schedule and manage appointments using our booking system.</li><li>Maintain a clean and organized reception area.</li><li>Receive and distribute mail, packages, and deliveries.</li><li>Provide administrative support to various departments as needed.</li><li>Monitor office supplies and other materials for the reception area and replenish as required.</li></ul><p><br></p>
  • 2025-10-17T20:39:16Z
Receptionist
  • Herndon, VA
  • onsite
  • Temporary
  • 18.00 - 18.00 USD / Hourly
  • <p>We are looking for a detail-oriented and personable Receptionist to join our team in Herndon, Virginia. In this contract position, you will be working Monday to Friday 8 am to 5 pm. You will play a key role in providing exceptional customer service and ensuring the smooth operation of front-desk activities. This is an excellent opportunity for individuals with strong organizational and communication skills</p><p>Responsibilities:</p><p>• Greet and assist visitors with courtesy and professionalism.</p><p>• Answer and direct incoming phone calls to the appropriate departments.</p><p>• Manage appointment scheduling and maintain calendars efficiently.</p><p>• Perform general receptionist duties, including handling inquiries and correspondence.</p><p>• Support administrative tasks such as handling mailings, filing and data entry as required.</p><p>• Ensure the reception area remains organized and presentable at all times.</p><p>• Provide information and assistance to customers in a timely manner.</p><p>• Collaborate with other team members to enhance office operations.</p>
  • 2025-10-16T12:58:46Z
Receptionist 2
  • Huntsville, AL
  • remote
  • Temporary
  • 17.00 - 17.50 USD / Hourly
  • We are looking for an experienced and detail-oriented Receptionist to join our team in Huntsville, Alabama. This long-term contract position involves serving as the first point of contact for visitors and guests, ensuring a welcoming and secure environment. The ideal candidate will excel in customer service, multitasking, and administrative support while maintaining an organized presence.<br><br>Responsibilities:<br>• Greet and check in visitors and guests, issuing photo ID and access control badges to ensure building security.<br>• Provide assistance with conference room scheduling and coordination.<br>• Perform general clerical and administrative tasks to support daily operations.<br>• Collaborate with onsite teams to assist with assignments and facility management needs.<br>• Submit and track tickets for building maintenance and facility-related issues using designated platforms.<br>• Maintain and update the Concierge Playbook, ensuring accurate information is available at all times.<br>• Adapt to changing responsibilities and flexible work hours based on business needs.<br>• Deliver exceptional customer service by presenting a detail-oriented and positive demeanor to all guests.<br>• Handle multiple duties simultaneously in a fast-paced environment while staying organized.
  • 2025-10-17T20:44:12Z
Sales Support Specialist
  • Beltsville, MD
  • onsite
  • Permanent
  • 50000.00 - 55000.00 USD / Yearly
  • <p>Robert Half has a new direct-hire opportunity for a Sales Support Specialist for a growing construction company in Beltsville, MD. Construction industry experience is highly preferred. If interested, please consider applying to this posting or contact Cody Marshall at Robert Half to learn more.</p><p><br></p><p><strong>Position Summary:</strong></p><p>The Sales Support Specialist will work closely with the sales team to streamline operations, assist with client communications, prepare proposals, and ensure customer satisfaction throughout the sales process. This role is ideal for someone who is organized, customer-focused, and eager to grow within a dynamic company.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative and operational support to the sales team</li><li>Prepare and track proposals, contracts, bids, and presentations</li><li>Communicate with clients regarding project status, documentation, and scheduling updates</li><li>Maintain and update CRM systems, ensuring accurate customer and project information</li><li>Assist in coordinating meetings, site visits, and follow-ups</li><li>Work with internal teams (estimating, project management, procurement) to gather required information for bids and proposals</li><li>Ensure timely delivery of sales documents and responses to client inquiries</li><li>Monitor and track sales metrics and generate regular performance reports</li><li>Support the onboarding process for new clients</li><li>Maintain an organized digital filing system for sales and customer documentation</li></ul><p><br></p>
  • 2025-10-23T13:18:45Z
Medical Collector
  • Los Angeles, CA
  • onsite
  • Temporary
  • 27.00 - 30.00 USD / Hourly
  • <p>About the Role:</p><p> We’re seeking a detail-oriented and motivated Collector to join our team at a busy Ambulatory Surgery Center. This position is responsible for managing the collection of patient and insurance balances, ensuring timely reimbursement, and maintaining a high level of professionalism in all interactions. The ideal candidate is proactive, organized, and thrives in a fast-paced healthcare environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Review and follow up on outstanding patient and insurance balances.</li><li>Process insurance denials and appeals promptly and accurately.</li><li>Contact patients and payers via phone and email to resolve account issues.</li><li>Verify insurance information and update patient records as needed.</li><li>Post payments, adjustments, and reconcile accounts.</li><li>Collaborate with billing and front-office teams to resolve billing discrepancies.</li><li>Maintain compliance with HIPAA and organizational policies.</li></ul>
  • 2025-10-10T22:14:09Z
Client Services Administrator
  • San Diego, CA
  • onsite
  • Contract / Temporary to Hire
  • 25.00 - 35.00 USD / Hourly
  • <p>We are looking for a dedicated and meticulous Client Services Administrator to join our team in San Diego, California. This Contract to Permanent position plays a vital role in ensuring exceptional client experiences and supporting operational efficiency. You will collaborate with advisors, handle client documentation, and provide outstanding service to high-net-worth individuals, business owners, and other clients.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle client account documentation, including transfers, distributions, and updates, ensuring precision and attention to detail.</li><li>Keep client records organized and ensure information in company systems is current.</li><li>Liaise with custodians to promptly resolve any service or account issues.</li><li>Prepare materials for client meetings, communications, and mailings.</li><li>Oversee office supplies, vendor interactions, and general office appearance to maintain a professional and inviting environment.</li><li>Act as the initial point of contact for clients visiting the office, providing a courteous and detail-focused experience.</li><li>Assist advisors by collecting and organizing financial information for client accounts.</li><li>Support financial planning initiatives and perform investment research as required.</li><li>Compile performance reports and reconcile data to maintain accuracy.</li><li>Draft correspondence and documentation for client interactions.</li></ul>
  • 2025-10-21T19:18:45Z
Client Service Associate
  • Toledo, OH
  • onsite
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • The Client Service Associate plays a vital role in advisor support and ensuring a superior client experience. This position calls for a knowledgeable financial services detail oriented who excels in organization, attention to detail, and prioritizes a client-focused approach. The perfect fit is someone who can effectively manage multiple tasks independently while maintaining accuracy and urgency. Organize client meeting materials and handle follow-up documents, ensuring prompt execution of client service requests. Process investment and insurance applications accurately and on schedule. Supervise the insurance underwriting process and maintain detail oriented communication with clients. Manage investment account setup, funding procedures, and trading operations. Update and maintain client records within CRM systems and custodial software. Work with custodians and vendors to address account-related concerns. Ensure compliance with regulatory guidelines and uphold client confidentiality. Assist advisors in delivering a smooth and consistent client experience. Handle general administrative duties to optimize office functionality
  • 2025-10-20T17:57:31Z
Sales Support
  • Columbus, OH
  • onsite
  • Contract / Temporary to Hire
  • 20.00 - 24.00 USD / Hourly
  • We are looking for a dedicated and detail-oriented Sales Support team member to join our team in Columbus, Ohio. This is a Contract-to-Permanent position, offering an opportunity to contribute to customer satisfaction and operational excellence. The role involves collaborating with internal teams and engaging with clients to meet their product needs efficiently.<br><br>Responsibilities:<br>• Provide exceptional customer service by addressing inquiries and resolving concerns promptly.<br>• Support inbound sales activities and assist customers with their product selections.<br>• Process and manage order entries with a high level of accuracy and attention to detail.<br>• Collaborate closely with internal teams to ensure seamless communication and workflow.<br>• Maintain a strong focus on customer needs to deliver tailored solutions.<br>• Act as a point of contact for post-sales support, ensuring customers receive the necessary assistance.<br>• Uphold superior standards of service and professionalism in all interactions.<br>• Identify opportunities to enhance customer satisfaction and improve processes.
  • 2025-09-19T13:14:01Z
Receptionist
  • Austin, TX
  • remote
  • Temporary
  • - USD / Hourly
  • We are seeking a friendly, organized, and bilingual detail oriented to temporarily join our team as a Workplace Coordinator. This role is essential in maintaining smooth front desk operations, supporting administrative functions, and ensuring clear communication in both English and Spanish. Serve as the first point of contact for visitors, clients, and employees Answer and route incoming calls professionally in both English and Spanish. Provide basic translation or interpretation support as needed Maintain a clean and welcoming reception area and meeting spaces Manage scheduling of meetings, appointments, and conference rooms Handle incoming and outgoing mail and deliveries
  • 2025-10-22T20:59:10Z
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