<p>We are seeking a Sales Support Specialist to assist the sales team in daily operations. This role is ideal for someone with office experience who is organized, detail-oriented, and eager to support a dynamic sales environment. This position requires organizational skills, attention to detail, and a customer-focused attitude.</p><p><br></p><p>Responsibilities:</p><p>• Prepare sales reports, proposals, and presentations.</p><p>• Maintain CRM databases and update client information.</p><p>• Process sales orders and ensure accuracy in documentation.</p><p>• Coordinate communication between sales, marketing, and operations teams.</p><p>• Assist with client follow-ups and post-sale support.</p><p><br></p><p><br></p>
<p>We are looking for a detail-oriented Sales Support Specialist to join our team on a contract basis in Bethesda, Maryland. This role requires organizational skills, attention to detail, and a customer-focused attitude.</p><p>Responsibilities:</p><p>• Prepare sales reports, proposals, and presentations.</p><p>• Maintain CRM databases and update client information.</p><p>• Process sales orders and ensure accuracy in documentation.</p><p>• Coordinate communication between sales, marketing, and operations teams.</p><p>• Assist with client follow-ups and post-sale support.</p><p><br></p>
We are looking for a detail-oriented Sales Support specialist to join our team in Sacramento, California. In this Contract position, you will play a key role in assisting sales operations, ensuring smooth order processes, and delivering exceptional post-sale customer support. This is an excellent opportunity for someone passionate about sales and customer service to contribute to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Provide comprehensive post-sales support to ensure client satisfaction and resolve any issues efficiently.<br>• Assist with inbound and outbound sales activities, including responding to inquiries and proactively reaching out to potential customers.<br>• Manage order entry processes, ensuring accuracy and timely submission.<br>• Collaborate with the sales team to streamline operations and enhance customer experiences.<br>• Maintain detailed records of sales activities and customer interactions in the company’s database.<br>• Support inside sales efforts by preparing quotes, proposals, and other sales documentation.<br>• Communicate effectively with internal teams to address customer needs and align sales strategies.<br>• Monitor and track orders to ensure successful delivery and address any concerns promptly.<br>• Stay updated on product offerings and services to provide accurate information to customers.<br>• Contribute to process improvements that enhance efficiency in sales and support operations.
<p>We are looking for a highly motivated <strong><em>Customer Experience Specialist</em></strong> to join our team in Honolulu, Hawaii. This is a permanent position, offering an excellent opportunity for a detail-oriented individual with a strong background in customer service and administrative support. The ideal candidate will thrive in a fast-paced environment and demonstrate exceptional communication and organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Deliver outstanding customer service by responding to inquiries and assisting callers with their needs.</p><p>• Process incoming and outgoing mail efficiently and accurately.</p><p>• Provide comprehensive client support to ensure a positive customer experience.</p><p>• Perform a variety of administrative tasks, including record management and data entry.</p><p>• Manage email correspondence professionally across multiple platforms.</p><p>• Offer solutions to customer concerns while maintaining a high level of satisfaction.</p><p>• Collaborate with team members to meet daily deadlines and achieve organizational goals.</p><p>• Adapt to assigned duties and responsibilities as needed to support operational requirements.</p>
<p>Robert Half is recruiting for a Customer Service Specialist role with a rapidly growing manufacturing client in the Wilmington area. This is a permanent role, joining an already established team, with lots of growth opportunity.</p><p><br></p><p>Our client is looking for a customer service candidate with at least 1 year of professional business to business experience.</p><p><br></p><p>Responsibilities include preparing quotes, processing orders, and answering more technical questions as needed. This is NOT a call center role, it's a far more strategic customer service function.</p><p><br></p><p>If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I'm scheduling interviews soon!</p>
<p>Robert Half is partnering with a client seeking a <strong>Bilingual Customer Service Representative (English/Spanish)</strong> to join their growing team. This role focuses on assisting customers with inquiries, orders, and account updates while ensuring a positive experience.</p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
<p>Robert Half is seeking a dedicated and detail-oriented Customer Service Representative to join a well known company in the insurance industry. In this contract to hire position, you will play a vital role in assisting customers by addressing their inquiries, resolving issues, and processing claims efficiently. This is an excellent opportunity for someone who thrives in a fast-paced environment and is passionate about delivering high-quality service.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and professionally to inbound customer inquiries via phone.</p><p>• Provide accurate and helpful information to customers to resolve their concerns.</p><p>• Process claims with attention to detail and ensure adherence to company guidelines.</p><p>• Maintain accurate records of customer interactions and transactions.</p><p>• Utilize computer systems to input and retrieve data efficiently.</p><p>• Handle multiple tasks simultaneously while maintaining excellent customer service.</p><p>• Contribute to a positive and productive work environment.</p><p><br></p><p>If you are ready for your next career move in the customer service space, Please APPLY TODAY! Apply through our Robert Half website or call 515.706.4974.</p>
<p>We’re seeking a Customer Service Representative for a growing company in Miami Gardens. This role is ideal for someone with prior customer service or office experience who enjoys helping others and thrives in a fast-paced environment.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Respond to customer inquiries via phone and email in a professional, timely manner</li><li>Process orders, update account information, and resolve customer issues</li><li>Communicate with internal departments to ensure customer satisfaction</li><li>Maintain accurate records and documentation of customer interactions</li><li>Provide administrative support as needed</li></ul><p><br></p>
<p><strong>Job Description</strong>: Medical Billing Specialist </p><p><br></p><p><strong>Overview:</strong> We are seeking a highly motivated and detail-oriented Medical Billing Specialist for an organization located in Mars, PA. The ideal candidate will have expertise in medical billing and payment posting, ensuring accurate and timely processing of accounts receivable transactions and claims processing.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p><strong>1. Billing:</strong></p><ul><li>Generate and issue invoices for a wide range of care services, including senior living, skilled nursing, home care, and outpatient services.</li><li>Ensure compliance with service agreements, insurance policies, and applicable healthcare regulations.</li><li>Address billing discrepancies by coordinating with internal departments, including admissions and patient services.</li><li>Prepare and submit claims to insurance companies, Medicare, and Medicaid as applicable.</li></ul><p><strong>2. Payment Posting:</strong></p><ul><li>Accurately enter payments received (cash, checks, and electronic transfers) into the accounts receivable system.</li><li>Reconcile posted payments with bank statements and patient billing systems.</li><li>Manage and resolve unapplied payments or discrepancies to maintain accurate account balances.</li></ul><p><strong>3. Revenue Cycle Management:</strong></p><ul><li>Work collaboratively with other departments to monitor and manage the overall revenue cycle.</li><li>Track and follow up on outstanding payments or insurance claims to reduce accounts receivable aging.</li><li>Prepare reports on accounts receivable status, payment trends, and delinquent accounts for management review.</li></ul><p><strong>4. Customer and Client Communication:</strong></p><ul><li>Respond to patient or payer inquiries regarding invoices, payments, or account details with professionalism and clarity.</li><li>Serve as a point of contact for resolving disputes or escalations concerning billing errors or payment issues.</li></ul><p><strong>5. Compliance:</strong></p><ul><li>Ensure billing and payment posting processes comply with industry standards, healthcare regulations (including HIPAA), and organizational policies.</li><li>Document procedures and maintain accurate, auditable records for all accounts receivable transactions.</li></ul><p><strong>Location:</strong> This position is ONSITE and located in the Mars, PA area.</p><p><br></p><p><strong>Schedule:</strong> The hours are Monday through Friday from 8:30am-5pm.</p><p><br></p><p><strong>Why is this role available?</strong> This organization recently had a tenured team member retire.</p><p><br></p><p><strong>How to Apply: </strong>Submit your updated resume on the Robert Half website or apply using the Robert Half App.</p>
We are looking for a dedicated Customer Experience Specialist to join our team in Cleveland, Tennessee. In this Contract-to-Permanent position, you will play a pivotal role in ensuring exceptional service delivery and fostering strong relationships with our customers. This role offers the opportunity to work in a fast-paced environment where your skills will directly contribute to the success and reputation of the company.<br><br>Responsibilities:<br>• Respond promptly to incoming customer calls regarding service, maintenance, and repair inquiries.<br>• Coordinate and schedule service appointments, ensuring timely dispatch of technicians to address customer needs.<br>• Provide empathetic and effective solutions to customer concerns, striving to deliver a positive experience with every interaction.<br>• Create and update customer account information in the company’s CRM system to maintain accurate records.<br>• Organize and track service-related data using spreadsheets and administrative tools for efficient record-keeping.<br>• Conduct follow-up activities to ensure all customer issues are resolved to their satisfaction.<br>• Assist with administrative tasks, including billing and reporting, to support the team’s operations.<br>• Prioritize urgent customer requests and adapt workflows to address immediate needs effectively.<br>• Serve as a brand ambassador by maintaining high standards of service quality and professionalism in all interactions.
We are looking for a dedicated and detail-oriented Customer Experience Specialist to join our team in Elmhurst, Illinois. In this role, you will handle customer interactions, manage inquiries, and ensure smooth order processing to support our operations in the railroad transportation industry. This is a long-term contract opportunity, ideal for someone with a passion for providing exceptional customer service and a knack for building strong relationships.<br><br>Responsibilities:<br>• Prepare accurate and competitive price quotations for both prospective and existing customers.<br>• Process and enter customer orders into the enterprise resource planning system, ensuring all required documentation is attached.<br>• Respond promptly to inquiries about pricing, orders, shipments, deliveries, and invoices, providing accurate and helpful information.<br>• Serve as the primary liaison between customers and internal teams, fostering strong and effective working relationships.<br>• Maintain and update customer and order information in the system, ensuring data accuracy and completeness.<br>• Attend industry meetings and trade association events to stay informed about market trends and opportunities.<br>• Assist with accounts receivable collections by collaborating with customers to resolve outstanding payments.<br>• Identify and report market opportunities while addressing potential challenges that could impact business operations.<br>• Handle incoming calls and direct them to the appropriate team or individual efficiently.<br>• Support administrative tasks such as filing sales order documentation and organizing records.
<p>• The Billing, Credit & Collections Specialist generates project invoice transactions and oversees assigned Accounts Receivable (A/R) Collections, ensuring the integrity and accuracy of A/R transactions</p><p>• Manage the processing of cash receipts daily; monitor client accounts regularly and identify and pursue delinquent accounts</p><p>• Research and resolve payment discrepancies, short pays, and customer disputes in a professional manner</p><p>• Enter invoices to supplier portals</p><p>• Collaborate with the sales, customer service, and finance teams to resolve billing issues</p><p>• This position interacts closely with the company’s Proposals & Contracts and Project Management teams, and has high visibility across the organization, driving company operations for billing and collections</p><p>• Independently lead the Collections function to ensure prompt and orderly collection of billed transactions; regularly engage within the Company (Finance, Project Managers, Business Development, etc.) and with external customers to elevate A/R Collections to an optimal level</p><p>• Tactfully & extensively communicate (phone and email) to critical and sizeable clients seeking payment on funds owed for work completed</p><p>• Prepare and issue monthly invoices for all billable projects and costs, including hourly, unit, and pass-through; guarantee timely and accurate tracking of customer contracts, change orders, and service invoices; meet departmental billing deadlines</p><p>• Prepare monthly client financial summaries and estimates, and report KPI type data on A/R, cash collections, and days sales outstanding (DSO) to the Senior Leadership Team within the Company</p><p>• Responsible for account reconciliation and analysis for balance sheet accounts including but not limited to cash and accounts receivable</p><p>• Research, review, obtain approval (as needed), and process credit memo requests, and support Project Management with customer billing inquiries; research unpaid or disputed amounts and engage Proposals & Contracts, Project Management, and Finance departments to lead resolution and correction of customer issues and billing errors</p><p>• Responsible for analyzing the creditworthiness of prospective and current customers and make recommendations for credit limit and payment terms.</p><p>• Examining credit history using credit agency tools (D& B) and evaluating potential risks</p><p>• Provide year-end support of auditor requirements, which may include research and reconciliation; perform additional assignments, as directed by Finance Manager</p><p>• Participate in efforts to achieve department and company goals</p><p>• Create and update suppliers</p><p>• Performs other duties as assigned</p><p>• Crosstrain within the accounting department</p><p><br></p>
<p>Are you an excellent communicator with a drive to help others and solve problems? Robert Half is partnering with an industry-leading financial institution serving the agriculture and equipment sector to find their next Customer Account Specialist! You will be part of a team that helps customers find solutions while building long-term relationships. This opportunity perfect for strong communicators who are eager to learn and grow in a professional environment!</p><p><br></p><p>Reach out to our team at (563) 359-3995 for more information - Christin, Erin, and Lydia are great points of contact!</p><p><br></p><p>Position Details:</p><p>Location: Onsite – Johnston, IA</p><p>Schedule: Shifts scheduled between 6:55 AM – 6:05 PM to cover operating hours (7:00 AM – 6:00 PM)</p><p>Duration: 1-year contract with the potential for extension</p><p>Visa Sponsorship: Not available now or in the future</p><p><br></p><p>What You’ll Do:</p><p>As a Customer Account Specialist, you’ll support customers with delinquent accounts by identifying issues, educating them on solutions, and guiding them toward resolution—all while maintaining positive relationships.</p><p><br></p><p>Key Responsibilities:</p><p>- Communicate with customers via phone to resolve overdue accounts</p><p>- Negotiate payment plans within established policies</p><p>- Review account and payment history</p><p>- Update and verify customer information</p><p>- Assist with misapplied payments and escalate issues as needed</p><p>- Ensure compliance with federal/state regulations and company policies</p>
<p>We are looking for a highly motivated <strong><em>Customer Experience Specialist</em></strong> to join our team in Honolulu, Hawaii. This is a permanent position, offering an excellent opportunity for a detail-oriented individual with a strong background in customer service and administrative support. The ideal candidate will thrive in a fast-paced environment and demonstrate exceptional communication and organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Deliver outstanding customer service by responding to inquiries and assisting callers with their needs.</p><p>• Process incoming and outgoing mail efficiently and accurately.</p><p>• Provide comprehensive client support to ensure a positive customer experience.</p><p>• Perform a variety of administrative tasks, including record management and data entry.</p><p>• Manage email correspondence professionally across multiple platforms.</p><p>• Offer solutions to customer concerns while maintaining a high level of satisfaction.</p><p>• Collaborate with team members to meet daily deadlines and achieve organizational goals.</p><p>• Adapt to assigned duties and responsibilities as needed to support operational requirements.</p>
The Service Center Agent supports the day-to-day operations, systems and processes related to all Tier 1 support activities globally. This position promotes teamwork and Service Center success by applying outstanding interpersonal, communication and customer service skills.<br> <br>Essential duties and responsibilities include the following. Other duties may be assigned.<br>1. Responsible for answering inbound communications via phone and email, with the possibility of chat and social media, and responding to multi-channel requests/inquiries as prescribed by Service Level Agreements (SLAs) with a high degree of professionalism. <br>2. Daily contact with agencies and consultants, travel industry suppliers, and their respective luxury clientele.<br>3. Execute Tier 1 troubleshooting steps to provide first call resolution when possible.<br>4. Escalate complicated issues to Tier 2 groups as appropriate and monitor their resolutions.<br>5. Work request queue cases in a timely, efficient, and thorough manner ensuring complete documentation of troubleshooting, reproduction steps, plus any measures taken toward resolution.<br>6. Support and educate Virtuoso network in the use of all Virtuoso sales tools, processes, and programs by assisting with general questions related to Virtuoso technology, products, events, and services.<br>7. Contribute to Virtuoso’s knowledge base by documenting processes and drafting “How-To” instructions and FAQs for various recurring tasks. <br>8. Support Virtuoso in promotional campaigns and marketing by executing outbound call campaigns as assigned.<br> <br>Educational and Skills Requirements:<br>• High School diploma<br>• 2-4 years of experience in Service Center environment<br>• 2-4 years of experience in customer service<br>• Excellent verbal and written communications skills in English required<br>• Excellent verbal and written communications skills in Spanish preferred<br>• Experience in travel or hospitality industries highly preferred<br>• Ability to identify solutions based on established processes and procedures <br>• Excellent verbal and written communication skills are required<br>• Proficiency with Microsoft Office, Outlook, CRM, and ticketing/tracking systems required<br>• Organized with the ability to multitask, prioritize, and problem solve required; operational administrative experience a plus<br>• Able to collect and analyze complex information, problem solve, and make decisions <br>• Strong skills in inspiring the win-win-win <br> <br>Travel Requirements:<br>• Travel is rarely required for this position (0-1 trips per year).<br>• Any travel will be entirely domestic.<br> <br>Type/Nature of Contacts:<br>• Internal: Key job contacts are primarily with clerical and technical personnel and managers outside of the job’s immediate work unit/department.<br>• External: Daily contact with vendors, partners, and members (agency owners & advisors).
<p>Are you a people person who thrives in a fast-paced environment? Do you love solving problems and delivering top-notch customer service? Join our growing team in <strong>Camp Hill</strong>, where every call is an opportunity to make someone’s day a little better!</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Engage with customers over the phone, email, and chat — providing excellent service with a smile (even when they can’t see it!)</li><li>Handle inquiries, troubleshoot issues, and provide accurate information about products and services</li><li>Document customer interactions efficiently and accurately in our system</li><li>Collaborate with teammates and supervisors to continuously improve the customer experience</li><li>Meet or exceed performance goals in quality, productivity, and customer satisfaction</li></ul><p><br></p>
<p>We are seeking a talented and motivated <strong>Sales Support Administrator</strong> to join our team. In this role, you will work closely with clients and internal departments to ensure the smooth operation of sales processes and customer relationships. If you thrive in a collaborative and fast-paced environment, have excellent communication skills, and excel at problem-solving, this opportunity might be perfect for you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle incoming customer inquiries via phone with prompt and professional responses.</li><li>Accurately input sales orders and invoices into QuickBooks software.</li><li>Coordinate and follow up on outstanding invoices to ensure timely payment by collaborating with customers and internal teams such as sales, accounting, and manufacturing.</li><li>Maintain and update customer information using Salesforce.com, leveraging the platform to enhance client relationships and add value.</li><li>Utilize Salesforce.com and other marketing tools to play a vital role in lead generation and opportunity follow-ups.</li><li>Build trust and maintain strong relationships with customers by delivering efficient and effective communication across all organizational levels.</li><li>Foster positive and collaborative relationships within the company’s team to ensure smooth workflow.</li><li>Contribute to setting individual and team performance goals and actively work towards achieving them.</li><li>Adhere to company communication policies and procedures to ensure consistency in interactions.</li></ul><p><br></p>
<p>We are hiring a dependable and personable <strong>Client Support Representative</strong> to join a well-respected organization in the Quad Cities. This role offers a welcoming workplace and opportunities for flexibility. If you enjoy helping customers, staying organized, and working in a team-oriented environment, this could be a great fit!</p><p><br></p><p><strong><u>How to Apply</u></strong></p><p>Submit your application today or call our office at 563-359-3995 to learn more! Lydia, Christin, or Erin are great points of contact.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Respond to incoming calls from clients and provide clear, friendly, and professional assistance.</li><li>Identifying the customer needs and matching them to the right services.</li><li>Record and update customer details accurately.</li><li>Communicate important information to internal teams to ensure smooth follow-up.</li></ul>
<p><strong>Job Title: Dynamics GP Specialist – On-Site | Mineola NY</strong></p><p><strong>Overview</strong></p><p> We are seeking a hands-on <strong>Microsoft Dynamics GP Specialist</strong> to support our organization’s ERP transition. This on-site role in Hicksville<strong> NY</strong> is ideal for someone who thrives in fast-paced environments and enjoys bridging technology with day-to-day operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Support the transition to Microsoft Dynamics GP, including data migration and user onboarding</li><li>Train staff on new workflows and provide clear documentation</li><li>Assist with core GP modules: Journal Entries, Bank Reconciliation, Fixed Assets, Sales and Purchase Order Processing, Vendor and Customer Management</li><li>Create and customize SmartLists for reporting</li><li>Provide post-go-live support and troubleshoot user issues</li><li>Help with data entry, validation, and cleanup</li><li>Develop and maintain user-friendly procedures and training materials</li></ul><p><strong>Qualifications</strong></p><ul><li>Strong experience with Microsoft Dynamics GP, including AP, AR, GL, Fixed Assets, and Month-End Close</li><li>Ability to troubleshoot post-implementation issues</li><li>Excellent communication and training skills</li><li>Detail-oriented and proactive</li><li>Must be available to work fully on-site in Hicksville, NY</li></ul><p><strong>Why Join Us</strong></p><ul><li>Be a key contributor to a major ERP transformation</li><li>Gain exposure to strategic projects and long-term career growth</li><li>Collaborate with a supportive team in a hands-on environment</li></ul><p><br></p>
<p>We are looking for a dedicated Customer Experience Specialist to join a client for a 6-month contract in Overland Park, Kansas. In this long-term contract role, you will play a pivotal part in ensuring customer satisfaction by addressing inquiries, resolving issues, and providing comprehensive support. This position offers an exciting opportunity to contribute to improving customer experiences while collaborating with internal teams to enhance processes.</p><p><strong>This is a Hybrid Opportunity- Monday's and Friday's remote, Tuesday's, Wednesday's, Thursday's in office. 8am-5pm.</strong></p><p><br></p><p>-Establish a working relationship with our customers by communicating via mail, telephone, or personally with customer or company employee by performing the following duties.</p><p>-Serve as a primary contact to clients, merchants and customers providing timely, accurate and comprehensive responses and resolution to common questions and issues regarding supported programs, systems, processes and procedures.</p><p>-Illustrate initiative; proactively contact customers and merchants to address issues (e.g: rejections, disputes, authorizations, technical needs, potential account issues, etc.).</p><p>-Dedicated to actively engage in building rapport with internal and external parties to provide an excellent customer experience resulting in increased program usage.</p><p>-Route escalated requests and unresolved issues to the appropriate team members (e.g.: tier 2 or 3 or Leadership).</p><p>-De-escalate challenging customers, clients or merchants and provide exceptional customer support.</p><p>-Record customer interaction details, comments, and complaints within the CRM system.</p><p>-Required to meet or exceed department metrics, program Service Level Agreements and department Service Level Standards.</p><p>-Provide insight and feedback for client quarterly business reviews and collaborate with team and leadership to create action plans from feedback received from client to improve program satisfaction.</p><p>-Provide feedback and collaborate with other team members to improve training and documentation for processes and procedures.</p><p>-Demonstrate professionalism: Maintain accountability, promote respect, stay work-focused, be punctual, demonstrate positive attitude.</p><p>-Contribute to a culture of excellence by adhering to expectations for metrics and SLAs, participating in ongoing learning sessions and collaborating regularly with the team.</p><p>-Participate in skip level meetings with Leadership to provide team, personal and program feedback; system program and role recommendations for improvements; requests for resources/tools for role, program, and system; effectively communicate needs from Leadership.</p><p>-Accept the need for change and adapt positively to internal and external changes.</p><p>-Provide feedback and assistance for processes and procedures for new program implementations.</p><p><br></p><p>Daily Tasks</p><p>-All expectations consistently demonstrated in an accurate, comprehensive and timely manner.</p><p>-Answer external and internal inquires via phone, email, etc (including, but not limited to: basic data entry, dispute resolution, transaction processing issues, process and procedure questions.</p><p>-Complete account and user updates.</p><p>-Send confirmation/approval communications.</p><p>-Complete account onboarding steps.</p><p>-Create and distribute applicable new launch announce</p>
<p>Robert Half is partnering with a well-established organization in the Quad Cities to add a <strong>Customer Support Lead</strong> to their growing team. This is a great opportunity for a service-focused professional who enjoys helping others, thrives in a collaborative environment, and is looking to expand their career within customer support.</p><p><br></p><p><strong><u>About the Role:</u></strong></p><p>As a Customer Support Lead, you’ll serve as the first point of contact for customers by handling inbound calls and supporting a wide range of needs. You’ll provide accurate information, resolve issues, and deliver outstanding service while identifying opportunities to connect customers with products and services that fit their goals. This role also serves as a go-to resource for teammates, assisting with escalated inquiries and contributing to process improvements that enhance the overall customer experience.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p>• Respond to customer inquiries related to accounts, services, and online platforms.</p><p>• Resolve issues with professionalism and efficiency, focusing on first-contact resolution.</p><p>• Build strong relationships with customers, recommending products or services to support their needs.</p><p>• Accurately document interactions while following company and compliance guidelines.</p><p>• Support team members with escalated or complex issues, acting as a subject matter expert.</p><p>• Participate in training, meetings, and continuous learning opportunities.</p><p>• Contribute ideas for service improvements and more efficient workflows.</p><p><br></p><p><strong><u>Why You’ll Love It Here:</u></strong></p><p>• Supportive, team-focused work environment.</p><p>• Opportunities for career growth and skill development.</p><p><br></p><p>If you’re ready to bring your customer service expertise to a respected organization in the QC and take on a leadership role in a dynamic contact center, we’d love to connect with you.</p>
<p><br></p><p>Our client is a Community Bank and Looking to bring a Sr Customer Contact Center Specialist to the team!</p><p><br></p><p>💼 About the Role:</p><p>In this multifaceted position, you'll provide world-class support to customers across various channels, from phone and chat to video banking. You'll be the go-to expert for inquiries, account maintenance, and digital banking tools, contributing to our mission to elevate customer experiences. Your ability to work independently and with precision will help us meet and exceed our objectives.</p><p><br></p><p>🛠 Key Responsibilities:</p><p>Assisting customers with digital banking tools like online and mobile banking.</p><p>Resolving inquiries and processing account transactions with care and efficiency.</p><p>Supporting in-person and virtual customer engagements.</p><p>Upholding professionalism and security measures in all interactions.</p><p>Contributing to community activities to embody our core value of SERVICE.</p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are in search of a Customer Support Manager to join our team in UPPER CHICHESTER, Pennsylvania. The role entails overseeing customer service operations, ensuring customer satisfaction, and maintaining a high-quality support team. The successful candidate will be expected to manage customer inquiries, monitor performance, and continuously improve our customer service procedures.<br><br>Responsibilities:<br><br>• Supervise the daily operations of the customer support team to ensure efficiency and customer satisfaction.<br>• Train new team members on our customer service policies and best practices.<br>• Maintain open lines of communication, acting as the escalation point for complex customer inquiries or complaints.<br>• Regularly review customer interactions for quality assurance and identify areas for improvement.<br>• Keep the team updated on changes to company products and services.<br>• Develop and maintain knowledge-based documents, such as frequently asked questions and procedure manuals.<br>• Identify and recommend improvements to our customer service procedures to senior management.<br>• Support both internal and external customers as needed.<br>• Ensure all customer inquiries and issues are resolved promptly and professionally.<br>• Monitor team performance and conduct regular quality control to minimize errors. <br><br>Note: This role requires proficiency in Salesforce Configuration and other listed skills such as Account Reconciliation, Accounts Payable (AP), Accounts Receivable (AR), Billing, Data Entry, Invoice Processing, Microsoft Excel, Oracle, QuickBooks, SAP, and Customer Service.
