<p>We are looking for a dedicated Sales Support Administrator to manage and grow relationships with key clients in the food manufacturing industry. Based near Rosemont, IL this role involves working closely with customers across the foodservice and retail sectors to ensure satisfaction and drive revenue growth. If you have a strong background in customer service and supply chain management, we encourage you to apply. This position is 100% on-site. This position requires travel to client, tradeshows and conferences.</p><p><br></p><p>Responsibilities:</p><p>• Oversee a portfolio of national accounts, ensuring client needs are met and relationships are strengthened.</p><p>• Build and nurture strong partnerships with customers in both foodservice and retail markets.</p><p>• Identify opportunities for growth within accounts and negotiate favorable terms to increase revenue.</p><p>• Analyze market trends and commodity prices to guide strategic pricing and contract decisions.</p><p>• Collaborate with internal teams to ensure smooth supply chain operations and resolve any logistical challenges.</p><p>• Address customer inquiries promptly through email and phone, providing effective solutions and support.</p><p>• Maintain accurate records of customer contracts, quotes, and invoices to ensure seamless account management.</p><p>• Lead regular meetings with clients to discuss performance metrics and address any concerns.</p><p>• Proactively implement strategies to enhance customer retention and satisfaction.</p>
Our client is searching for a skilled and success driven Customer Experience Associate to create exceptional interactions with customers and ensure satisfaction across every touchpoint. As the face of the company, you will be responsible for handling inquiries, resolving issues, and delivering a seamless and personalized customer experience. With a customer-first mindset and an aptitude for problem-solving, the ideal candidate will represent the brand professionally while supporting the organization’s strategic goals of enhancing customer satisfaction and loyalty. <br> Key Responsibilities: Provide professional and courteous assistance to customers via phone, email, live chat, and other communication channels. Respond promptly to customer inquiries, escalating issues to the appropriate departments when necessary. Act as a liaison between customers and internal teams to resolve service issues or address concerns. Monitor and track customer interactions through CRM software to ensure resolution and follow-up. Gather customer feedback and communicate insights to team leadership for service improvement initiatives. Collaborate with other departments, including sales and technical support, to enhance the customer experience. Maintain a comprehensive understanding of company products, services, and policies to provide accurate information to customers. Identify opportunities to exceed customer expectations and create lasting positive impressions. Uphold company standards for friendly and professional customer service in every interaction.
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul>
<p>Robert Half is seeking a Senior IT Systems Engineer to lead the implementation, management, and support of its vital information technology infrastructure. This role requires expert-level knowledge of server, network, and application technologies, along with a proven ability to manage complex projects and mentor junior team members. Candidates should have experience with Microsoft Windows or Linux server environments, storage area networks, VMware virtualization, and healthcare-specific systems like Epic EMR. Certifications like MCSE or Red Hat, as well as expertise in scripting, programming, and networking, are highly desired. Strong problem-solving abilities, leadership skills, and a customer-centric approach are essential to excel in this senior position.</p><p><br></p>
We are looking for a dedicated Sales Support team member to join our team in Greenville, South Carolina. This is a Contract-to-permanent position, offering an excellent opportunity to contribute to sales operations and grow within the role. The ideal candidate will play a key role in ensuring a seamless experience for customers and supporting the sales team in achieving their goals.<br><br>Responsibilities:<br>• Provide assistance to the sales team by managing order entry and ensuring accuracy in processing.<br>• Handle inbound and outbound sales inquiries with efficiency and professionalism.<br>• Support post-sales activities to maintain customer satisfaction and resolve any issues.<br>• Collaborate with the sales department to coordinate and enhance operational workflows.<br>• Maintain detailed records of sales transactions and customer communications.<br>• Assist in creating and delivering sales reports to track performance metrics.<br>• Respond promptly to customer queries, ensuring a positive experience.<br>• Work closely with other departments to ensure timely delivery of goods and services.<br>• Participate in sales planning and strategy discussions to improve overall results.
Job Title: Accounting Clerk<br><br>Job Summary:<br>We are seeking a detail-oriented and motivated Accounting Clerk to join a growing accounting team. This role reports directly to senior leadership and will be responsible for handling full-cycle accounts payable and receivable, processing reconciliations, and maintaining accurate financial records. The ideal candidate is highly organized, dependable, and thrives in a fast-paced, collaborative environment.<br><br>Key Responsibilities:<br>• Process accounts payable invoices, including purchase order matching, coding, data entry, and voucher processing.<br>• Prepare customer billing invoices and monthly statements; manage the business-to-business collections process.<br>• Record and post daily deposits and maintain accurate payment records.<br>• Assist with general ledger reconciliations and month-end close activities.<br>• Maintain compliance with all federal, state, and company accounting policies and procedures.<br>• Communicate effectively and professionally with vendors, internal managers, and cross-functional teams.<br>• Support the accounting department with various administrative and financial projects as assigned.<br><br>Required Qualifications:<br>• 3–5 years of hands-on accounting experience, preferably in both AP and AR functions.<br>• Strong written and verbal communication skills with excellent attention to detail.<br>• Ability to manage multiple priorities with a sense of urgency and a high level of accuracy.<br>• Self-motivated with the ability to work independently and take initiative.<br>• Proficient in Microsoft Office Suite, especially Excel (pivot tables, formulas, and data entry).<br>• Typing speed of at least 45 WPM.<br><br>Preferred Qualifications:<br>• Associate’s or Bachelor’s degree in Accounting, Finance, or related field.<br>• Experience using QuickBooks Enterprise Desktop or similar accounting software.<br>• Prior exposure to real estate, construction, or professional services industries is a plus.<br><br>Why You’ll Love This Opportunity:<br>This position offers a collaborative team culture that values growth, precision, and accountability. You’ll have the opportunity to expand your accounting knowledge, gain exposure to multiple financial processes, and contribute directly to operational success.
<p>We are looking for a dedicated and meticulous Client Services Associate 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><p><br></p>
<p><strong>Overview</strong></p><p>The Senior Compliance Analyst will be a key, experienced member of the Compliance Department, primarily responsible for the execution, enhancement, and oversight of the bank’s Financial Crimes Compliance program. This role involves independent decision-making, leading complex investigations, and mentoring junior staff. A deep, comprehensive understanding of <strong>Anti-Money Laundering (AML)</strong> and <strong>Bank Secrecy Act (BSA)</strong> regulations, <strong>Office of Foreign Assets Control (OFAC)</strong> sanctions, <strong>Know Your Customer (KYC)</strong> procedures, and the <strong>USA PATRIOT Act</strong> is mandatory. If you do not have significant experience in this area you will not be considered for the position.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Advanced AML/BSA Investigations & Reporting:</strong></li><li>Lead and conduct complex, high-risk investigations into suspicious activity, transactions, and potential financial crimes.</li><li>Serve as a final reviewer or preparer of <strong>Suspicious Activity Reports (SARs)</strong> for filing with FinCEN, ensuring high quality and regulatory completeness.</li><li>Manage and provide subject matter expertise on complex alerts generated by monitoring systems.</li><li><strong>Enhanced Due Diligence (EDD) Management:</strong></li><li>Oversee and execute <strong>Enhanced Due Diligence (EDD)</strong> procedures for high-risk customers, including Foreign Correspondent Banks (FCBs), Money Service Businesses (MSBs), and Politically Exposed Persons (PEPs).</li><li>Review and approve complex Customer Due Diligence (CDD) and KYC files.</li><li><strong>Regulatory Implementation & Policy:</strong></li><li>Analyze new and evolving U.S. and international regulations (e.g., changes to BSA, OFAC, and FinCEN guidance) and assist in translating them into actionable, compliant internal policies and procedures.</li><li>Participate in regulatory change management projects and represent Compliance on cross-functional working groups.</li><li><strong>OFAC & Sanctions Expertise:</strong></li><li>Serve as a point person for escalated <strong>OFAC</strong> sanctions screening matches and potential violations, ensuring accurate blocking, rejecting, and reporting as required.</li><li><strong>Mentorship & Quality Assurance:</strong></li><li>Provide guidance and training to junior analysts on case management, regulatory interpretation, and best practices.</li><li>Conduct quality assurance (QA) reviews of analysts' work product (e.g., alert disposition, case narratives).</li></ul>
We are looking for a meticulous Member Services Representative to join our team in Carmel, Indiana. In this Contract-to-Permanent position, you will play a key role in providing exceptional customer service while maintaining accuracy and efficiency in a fast-paced environment. This role requires someone who can handle frequent interruptions and consistently deliver high-quality results.<br><br>Responsibilities:<br>• Process and input data with speed and precision to meet performance standards.<br>• Respond to customer inquiries and provide accurate information in a focused and attentive manner.<br>• Manage multiple tasks effectively, even in an environment with frequent interruptions.<br>• Maintain and organize records, files, and documents for easy access and retrieval.<br>• Collaborate with team members to ensure seamless service delivery.<br>• Utilize Microsoft Word and Excel to complete various administrative tasks.<br>• Perform basic office duties such as copying, filing, and emailing as needed.<br>• Uphold confidentiality and accuracy in handling sensitive information.<br>• Adapt to changing priorities while maintaining a high level of productivity.
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
<p>We are looking for an experienced Contracts Administrator to join our team in Iowa. In this fully Remote contract role, you will oversee the drafting, negotiation, and evaluation of contracts, acting as a key liaison between corporate clients and the Legal Contracts and Compliance team. The ideal candidate will ensure adherence to company policies and procedures, resolve contract-related issues, and provide expert guidance to internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Provide daily guidance and support to stakeholders on assigned projects.</p><p>• Draft, negotiate, interpret, and manage complex contracts for suppliers, ensuring alignment with business objectives and customer schedules.</p><p>• Analyze contract performance and prepare detailed reports to confirm compliance with negotiated terms and company policies.</p><p>• Negotiate favorable terms with suppliers and stakeholders to achieve business goals.</p><p>• Review and assess contractual terms and conditions, identifying risks and their potential impact.</p><p>• Collaborate with legal experts and subject matter specialists to address risks by developing tailored contract provisions.</p><p>• Inform management and other departments about contract status, risk mitigation strategies, and contingency plans.</p><p>• Track and report key functional metrics to monitor contract performance and compliance.</p><p>• Represent the organization in legal matters related to allocated contracts.</p><p>• Maintain comprehensive records of legal and contractual documentation for future reference.</p>
<p>We are looking for an experienced Accounts Receivable Specialist to join our team in Monmouth County, New Jersey. In this role, you will play a critical part in managing financial transactions, maintaining records, and ensuring efficient payment processes for customers and vendors. This is a long-term contract position, offering an opportunity to contribute to the success of our accounting operations.</p><p><br></p><p>Responsibilities:</p><p>• Process and record customer payments while ensuring accuracy and compliance with company procedures.</p><p>• Generate and distribute invoices to customers in a timely manner.</p><p>• Maintain and update customer account information, including changes in addresses, mergers, or other updates.</p><p>• Prepare detailed reports on account statuses and outstanding balances as requested.</p><p>• Investigate discrepancies and overdue amounts by collaborating with team members and customers.</p><p>• Reconcile accounts receivable regularly to maintain accurate financial records.</p><p>• Assist senior accounting staff with monthly revenue account reconciliations.</p><p>• Verify expense reports and reconcile them with account balances and supporting documents.</p><p>• Facilitate vendor payments by reviewing purchase orders, verifying information, and resolving discrepancies.</p><p>• Support the accounting department by managing monthly statements and financial transactions.</p>
<p>*This is a long-term contract opportunity that will be working onsite in Southern California 4 days a week. Great team and amazing team environment.</p><p><br></p><p>As a Senior Qualtrics Developer/Subject Matter Expert, this person will perform the following tasks, but not limited to:</p><p>• Application design, development, and production support for multiple large projects using Qualtrics technologies.</p><p>• Conduct development workstreams, from design through testing and deployment, often working with junior members of the team both offshore and onshore.</p><p>• Ensure adherence and constant improvement to the SDLC process and best practices through the development, testing, and support phases, including code reviews, mentoring, and policy governance</p><p>• Participate in daily Scrum sessions as an Agile team member.</p><p>• Identify enhancements through customer interaction and work directly with them to provide solutions.</p><p>• Define systems architecture, design techniques, and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization.</p><p>• Research and resolve Qualtrics application issues in test and production environments.</p><p>• Evaluate the daily and monthly batch process to improve performance and shorten the critical path window.</p><p>• Perform Impact Analysis across multiple Qualtrics platforms and applications.</p><p>• Deliver complete documentation for estimates, design, and development.</p><p>• On-call for production support during off-office hours (night and weekends).</p><p>• Create timelines and development goals.</p><p>• Provide technical leadership.</p><p>• Testing the stability and functionality of the application.</p><p>• Writing documents and providing technical guidance/training to other developers.</p><p>• Maintain the security and integrity of the application software.</p><p>• Perform code review. The job includes other duties and responsibilities assigned by management.</p><p>• Play the role of a Subject Matter Expert for the Qualtrics applications.</p>
<p>We are seeking a <strong>Senior Cloud Security and Delivery SME</strong> to support a cybersecurity program in <strong>Washington, DC</strong>. This is a <strong>6-month contract</strong> with the possibility of extension and potential conversion to a permanent role.</p><p><strong>Position Details</strong></p><ul><li><strong>Location:</strong> Washington, DC (Hybrid – 1 day/week onsite)</li><li><strong>Duration:</strong> 6 months (extension possible)</li><li><strong>Clearance:</strong> Able to obtain a Public Trust</li><li><strong>Work Schedule:</strong> Supporting a 24x7 operation</li></ul><p><strong>Role Overview</strong></p><p>The SME will lead the design and implementation of security solutions for cloud-hosted environments using <strong>Zero Trust</strong> and <strong>defense-in-depth strategies</strong>. This includes conducting cloud application assessments, securing cloud architecture, and advising on emerging technologies such as AI, IoT, RPA, blockchain, and quantum computing.</p><p>The candidate will serve in two capacities:</p><ul><li><strong>Subject Matter Expert (SME)</strong> and <strong>Senior Architect</strong> for current and future cloud deployments.</li><li><strong>Deployment Manager</strong> for security capabilities and optimization.</li></ul><p>This is a <strong>hybrid role</strong> requiring <strong>onsite presence 1 day per week</strong> to interface with the customer and stakeholders. The candidate will work closely with other workstreams and migration owners but will not have direct reports.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide strategic guidance and leadership for Zero Trust architecture</li><li>Develop and implement cloud security solutions aligned with Zero Trust principles</li><li>Design cloud security event visibility and telemetry</li><li>Oversee ICAM technologies and network segmentation</li><li>Incorporate OT/IoT security controls</li><li>Evaluate and deploy security tools across cloud environments</li><li>Lead architecture for SASE, CASB, IDS/IPS, SIEM, EDR, and web application security</li></ul>
<p>We are looking for an experienced Technology Help Desk Supervisor to lead and support our help desk team in Grand Island, Nebraska. This role requires a confident and proactive leader who can oversee daily operations, guide a team of technicians, and ensure exceptional customer service. The ideal candidate will have prior experience managing help desk operations and a strong technical background. Please apply now, call 319-362-8606, or for immediate response email your resume direct to myself: Shawn M Troy - Technology Practice Director with Robert Half (additional contact information is on LinkedIn).</p><p><br></p><p><strong>Having experience managing or supervising a help desk is very important. Must have experience with Help Desk flows and basic ITIL knowledge. Some light travel will be required to stay in touch with the team. Onsite 5 days a week!! </strong></p><p><br></p><p>Responsibilities:</p><p>• Oversee the day-to-day activities of the help desk team, ensuring efficient workflows and prompt issue resolution.</p><p>• Manage Tier 1 and Tier 2 incidents, guaranteeing timely and effective problem-solving.</p><p>• Streamline support processes to improve operational efficiency and enhance customer satisfaction.</p><p>• Provide mentorship, training, and guidance to help desk staff to encourage growth and development.</p><p>• Monitor team performance, delivering constructive feedback to maintain high standards.</p><p>• Apply expertise in technologies such as Active Directory, Citrix, and computer hardware to support team operations.</p><p>• Collaborate with other departments to align help desk support strategies with organizational goals.</p><p>• Stay informed about industry trends and incorporate best practices into help desk operations.</p><p>• Develop and execute strategies to improve the overall effectiveness of the help desk.</p><p>• Travel occasionally to maintain strong connections with team members across locations.</p>
<p>We are looking for a highly driven Client Outreach Representative to join our team in New York, New York. In this role, you will play a key part in connecting small business owners to tailored solutions that help restructure their financial obligations and enable sustainable growth. If you excel in communication and enjoy making a meaningful impact, this position offers an exciting opportunity to contribute to client success.</p><p><br></p><p>Responsibilities:</p><p>• Conduct outbound calls daily to engage with potential clients and introduce service offerings.</p><p>• Utilize conversation guides and criteria to pre-screen prospects effectively.</p><p>• Identify client challenges and match them with appropriate solutions and product paths.</p><p>• Forward leads to the underwriting team or account executives for further processing.</p><p>• Maintain accurate records of interactions and notes using the designated CRM system.</p><p>• Collaborate with internal teams to ensure seamless client experiences.</p><p>• Stay updated on service offerings to provide accurate and relevant information during outreach.</p><p>• Monitor and assess client feedback to improve outreach strategies and communication.</p><p>• Support the development of outreach campaigns to enhance client engagement.</p>
<p>We are offering an exciting opportunity for a Help Desk Manager in South, New Jersey. As a Help Desk Manager, you will be responsible for overseeing our service desk team and ensuring our IT support processes are efficient and effective. You will collaborate with different departments to enhance service efficiency and lead a team of technicians to provide top-tier service delivery.</p><p><br></p><p>Responsibilities</p><p>• Oversee a team of service desk technicians, providing mentorship and direction</p><p>• Efficiently manage the flow of tickets and ensure issues are resolved in a timely manner</p><p>• Refine and develop IT support processes for optimal service delivery</p><p>• Collaborate with other departments to enhance the efficiency of IT services</p><p>• Track performance metrics and instigate continuous improvement initiatives</p><p>• Utilize ITSM and active directory in managing and troubleshooting IT issues</p><p>• Engage in the deployment and configuration of various technologies including Cisco, Citrix, Cloud, and Dell Technologies</p><p>• Provide deskside support and manage computer hardware issues.</p>
We are looking for a dedicated Client Care Coordinator to join our team in Ridgefield, Connecticut. In this Contract-to-permanent position, you will play a key role in ensuring exceptional support for our clients by addressing their needs and facilitating seamless communication between caregivers and families. This is an opportunity to make a meaningful impact within the non-profit sector while fostering positive relationships and delivering outstanding service.<br><br>Responsibilities:<br>• Regularly connect with clients to address their concerns and ensure their needs are consistently met.<br>• Maintain detailed and up-to-date records of clients' medical and personal information while adhering to confidentiality standards.<br>• Serve as the primary point of contact between caregivers and families, ensuring optimal matches based on individual requirements.<br>• Coordinate schedules and communication to ensure efficient service delivery between clients and caregivers.<br>• Work closely with team members to identify areas for process improvement and enhance the overall client experience.<br>• Provide empathetic support and assistance to clients and their families, addressing challenges and offering solutions.<br>• Ensure compliance with relevant regulations and standards while managing client files.<br>• Respond promptly to client inquiries, demonstrating professionalism and attentiveness.
<p>We’re seeking an <strong>IT Account Support Manager</strong> to build strong client relationships, ensure satisfaction, and drive growth through trusted support and consultative service.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the main point of contact for client needs.</li><li>Conduct business reviews and create tailored growth plans.</li><li>Proactively address challenges and identify service opportunities.</li><li>Turn satisfied clients into advocates through referrals and testimonials.</li><li>Collaborate with internal teams to improve service delivery.</li></ul><p><strong>Qualifications</strong></p><ul><li>Experience in client relationship management or account support.</li><li>Strong communication, planning, and problem-solving skills.</li><li>Proficiency with CRM and productivity tools.</li><li>Dependable, positive, and results-focused team player.</li><li>If you’re motivated to help clients succeed and grow lasting partnerships, we’d love to connect.</li></ul><p><strong>Onsite in Medford, OR</strong></p><p><strong>Salary $70,000 plus commission</strong></p><p><strong>Good benefits!</strong></p><p><br></p><p>Join our team to explore new challenges, enhance your career, and work alongside professionals who inspire growth. Take the next step and apply today!</p>
We are looking for a Warranty Coordinator to join our team in Fresno, California. This Contract-to-Permanent position is ideal for a detail-oriented individual with a background in administrative tasks and the automotive industry. You will play a vital role in managing warranty processes and ensuring efficient communication between dealerships and service centers.<br><br>Responsibilities:<br>• Coordinate warranty claims and ensure timely submission to relevant parties.<br>• Serve as the primary point of contact for dealerships regarding warranty-related inquiries.<br>• Manage inbound calls and provide accurate information about warranty processes.<br>• Maintain and organize schedules and calendars to streamline operations.<br>• Collaborate with service centers to verify warranty eligibility and documentation.<br>• Track and update warranty records to ensure compliance with industry standards.<br>• Provide administrative support to enhance workflow efficiency within the department.<br>• Monitor warranty approvals and address discrepancies promptly.<br>• Prepare reports detailing warranty activities and performance metrics.
<p>Are you a compassionate individual who thrives in helping people in need? We are seeking a passionate and customer-focused <strong>Bilingual Call Center Agent</strong> to join our helpline team. This position is an opportunity to make a meaningful difference in the lives of individuals seeking critical support and assistance. The ideal candidate will be fluent in <strong>Spanish</strong> and represent our organization's mission of providing life-changing services to diverse communities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to a high volume of incoming calls on the organization's helpline with professionalism, empathy, and efficiency.</li><li>Provide callers with accurate information about the nonprofit's services and other community resources available to assist in their unique circumstances.</li><li>Conduct outbound follow-ups for ongoing support, program awareness, or case management as needed.</li><li>Serve as a caring and compassionate resource to address emergency situations and de-escalate heightened emotions over the phone.</li><li>Accurately document all interactions in the organization's CRM system or database to ensure seamless service delivery.</li><li>Collaborate with team members and supervisors to provide feedback and suggest improvements to the helpline process.</li><li>Uphold strict confidentiality guidelines and organizational policies when handling sensitive information.</li></ul><p><br></p>
<p>Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team.</p><p>Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued.</p><p>Ideal candidate will bring 2+ years of experience in a similar role, FINRA Series 7 and ideally Series 66 (63/65).</p><p>Please reach out to Thatiane Abrantes for more details. Thank you!</p>
<p>Are you passionate about assisting others and providing excellent customer service? As a Helpline Agent, you will be the first point of contact for individuals seeking support. You’ll use your communication and problem-solving skills to address customer inquiries, resolve issues, and ensure a positive experience. This is a dynamic role that offers opportunities to grow professionally while making a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Answer incoming calls, emails, and messages promptly and professionally.</li><li>Identify customer needs and guide them to appropriate solutions or resources.</li><li>Troubleshoot and resolve customer concerns or escalate more complex issues for further assistance.</li><li>Maintain accurate and detailed records of customer interactions in the company's system.</li><li>Consistently deliver a high level of customer service, striving for first-call resolution.</li><li>Stay updated on company processes, services, and tools to provide accurate and current information to customers.</li></ul><p><br></p>
<p>An independent office furniture and supplies dealer in Owings Mills is seeking a Warranty Coordinator to join their team. The Warranty Coordinator position supports clients, coworkers, and vendors to achieve seamless solutions for product issues. This role will handle troubleshooting any concerns and processing claims for replacements or fixes, handling high volume inbound calls, and providing excellent customer service. </p><p>Must have strong communication skills, promptness, and thoroughness. This position actively supports Account Executives in maintaining the strength of established external relationships.</p>
<p>This role involves producing high-quality marketing materials, editing PDF documents, coordinating property signage, and maintaining clear communication with clients and internal stakeholders. A successful candidate will be comfortable working with numbers, managing Excel data, and ensuring accurate documentation throughout various stages of commercial property deals.</p><p><br></p><p>Responsibilities:</p><p>• Create and edit marketing materials using Adobe InDesign to support sales efforts.</p><p>• Coordinate and process documentation for commercial real estate transactions, ensuring accuracy and timely completion.</p><p>• Prepare and manage vouchers, demonstrating comfort with numerical data.</p><p>• Redline and edit PDFs, including listing agreements, with precision.</p><p>• Communicate professionally with clients to address inquiries and provide updates.</p><p>• Develop graphics and associated write-ups for marketing purposes.</p><p>• Manipulate and organize data using Microsoft Excel for reporting and analysis.</p><p>• Order signage and materials for property listings.</p><p>• Support day-to-day administrative functions, ensuring smooth office operations.</p>
