<p><strong>Location:</strong> Remote (Central Time Zone preferred)</p><p><strong>Schedule:</strong> 9:00 AM – 6:00 PM CST</p><p><strong>About the Role</strong></p><p>We are looking for a Customer Service Representative with strong interpersonal skills and a proactive mindset to support our Trauma & Extremities Business Units. This role is ideal for someone who is committed to delivering exceptional service and going above and beyond to meet customer needs.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide customer service related to sales, order entry, and purchase order collections.</li><li>Maintain positive customer relationships and resolve claims and complaints in compliance with consumer laws.</li><li>Develop initiatives to inform and educate customers about products and processes.</li><li>Collaborate with internal teams to create improvement plans for purchase order collections.</li><li>Follow clearly defined procedures and guidelines to ensure accuracy and consistency.</li></ul><p><br></p><p><strong>Why Join Us?</strong></p><ul><li>Remote work flexibility.</li><li>Opportunity to support a critical business unit in the healthcare industry.</li><li>Collaborative team environment with clear processes and guidelines.</li></ul>
<p>We are looking for a dedicated Sales Support Coordinator to join our team in Vancouver, Washington. In this role, you will play a key part in streamlining sales operations, fostering collaboration between sales teams, and ensuring marketing and product resources are readily accessible. This position is ideal for someone who thrives in a dynamic environment and enjoys facilitating communication and organization across multiple departments.</p><p><br></p><p>Responsibilities:</p><p>• Collect, organize, and maintain sales data, including pipeline information, performance metrics, and client records, within centralized systems.</p><p>• Ensure sales teams have access to accurate and timely data to support decision-making processes.</p><p>• Develop and implement standardized reporting processes and key performance indicators for leadership and sales teams.</p><p>• Facilitate collaboration and alignment between inside and outside sales teams by coordinating shared processes and communication.</p><p>• Support coordinated account planning and customer engagement efforts across sales functions.</p><p>• Partner with marketing to create sales collateral, presentations, and targeted campaigns tailored to client needs.</p><p>• Coordinate new product launches by preparing product sheets, training materials, and rollout plans for sales teams.</p><p>• Organize promotional campaigns, trade shows, and events to enhance market presence and sales opportunities.</p><p>• Manage calendars, meetings, training sessions, and cross-functional initiatives to ensure smooth operations.</p><p>• Provide operational support for order flow, pricing requests, and contract preparations.</p><p><br></p><p><strong>Salary Range:</strong></p><p>$65k - $75k target</p><p><br></p><p><strong>Benefits</strong></p><p>Medical: Yes</p><p>Vision: Yes</p><p>Dental: Yes</p><p>Life & Disability Insurance: Yes</p><p>Retirement Plans: Yes</p><p><strong>Paid Time Off</strong></p><p>Paid Vacation: 80 hours, increases gradually after 5 years</p><p>Paid Holidays: 6 Days</p><p>Sick leave: Standard per WA law</p><p><br></p><p>Please reach out to Charlie Gilmur with Robert Half to review this position. Job Order: 03600-0013341037</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></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>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a Client Service Representative to join our team in Boston, Massachusetts. This long-term contract position offers an exciting opportunity to deliver top-tier client service while utilizing your expertise in fund accounting and financial analysis. The role requires someone with strong attention to detail who can effectively manage client inquiries, produce accurate reports, and ensure seamless resolution of accounting-related issues.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and accurately to client inquiries, ensuring exceptional service delivery.</p><p>• Calculate daily NAVs and prepare month-end and year-end financial reports.</p><p>• Generate and review various internal and external reports to meet client and organizational needs.</p><p>• Utilize internal technology platforms to manage client servicing tasks efficiently.</p><p>• Investigate and resolve accounting-related discrepancies and issues on a daily basis.</p><p>• Collaborate with internal teams to address client concerns and deliver customized solutions.</p><p>• Apply knowledge of corporate actions, equity, fixed income, and derivative investments to support client needs.</p><p>• Ensure compliance with deadlines and quality standards in a fast-paced environment.</p><p>• Leverage analytical skills to interpret data, workflows, and numeric information for problem-solving.</p><p>• Maintain proficiency in financial tools such as Excel, Bloomberg, and Reuters to optimize reporting and analysis.</p>
<p>We have partnered with a global leader on their search for an organized Sales Support Administrator with strong administrative skills. As the Sales Support Administrator, you will handle tasks such as: preparing reports, assisting the sales team on leads, researching product pricing, handling administrative duties, preparing sales presentations/proposals/contracts, coordinating the ordering process workflow, and manage the communication channels between internal departments. The ideal candidate for this role should have an intense passion for client satisfaction, advanced multi-tasking capabilities, superb customer service skills and a strong drive for problem-solving.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate the onboarding process for new sales team members, ensuring they are equipped with necessary resources.</p><p>• Oversee the administration of the U.S. fleet program, including maintaining accurate records and compliance.</p><p>• Update and manage territory assignments and employee data to support sales operations.</p><p>• Collaborate with the events team to coordinate attendee lists and deliverables for various events.</p><p>• Handle multiple projects and tasks simultaneously, ensuring timely completion and quality results.</p><p>• Develop a comprehensive understanding of team priorities and ongoing projects to provide effective support.</p><p>• Perform general administrative duties, including data entry and document management, as required.</p><p>• Process invoices and manage accounts payable and receivable in alignment with company procedures.</p>
<p><strong>Job Posting: Business Development Support Specialist</strong></p><p>Are you a proactive professional with strong communication skills and a passion for driving customer satisfaction and retention? We’re seeking a <strong>Business Development Support Specialist</strong> to join our team focused on supporting business development and achieving customer retention goals. This role involves close collaboration with customers, trade allies, and internal departments to deliver tailored solutions that meet our customers' needs.</p><p>As an integral part of the team, you’ll lead <strong>inside sales efforts</strong>, engage in customer retention calls, and deliver timely, results-oriented solutions. If you’re motivated to positively influence customer decisions and enjoy providing exceptional support in a collaborative environment, we want to hear from you!</p>
<p>We are looking for a detail-oriented Account Administrator to join our client's team in New York, New York. In this role, you will play a pivotal part in managing inventory processes, supporting account-related tasks, and ensuring operational efficiency. This position is ideal for someone with a strong administrative background and a passion for organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee inventory tracking systems to ensure accurate asset management and reporting.</p><p>• Perform annual physical inventories and reconcile discrepancies to maintain accurate records.</p><p>• Manage account-related administrative tasks, including data entry and documentation.</p><p>• Collaborate with assembly line teams to ensure proper inventory allocation and usage.</p><p>• Coordinate with various departments to streamline inventory processes and improve efficiency.</p><p>• Generate detailed reports on inventory levels and account statuses for management review.</p><p>• Assist in the preparation and execution of annual inventory audits.</p><p>• Monitor asset inventory levels and recommend adjustments to prevent shortages or overstock.</p><p>• Provide administrative support to sales representatives and other team members as needed.</p><p><br></p><p>If this person is you, please apply to victoria.iacoviello@roberthalf</p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</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>The CIAM Business Systems Analyst will manage day-to-day operations of the CIAM platform, ensuring compliance with defined policies and procedures related to user and application management. In this role, you will play a pivotal part in bridging business objectives with technology solutions focused on identity and access management, and drive CIAM capabilities that directly support the bank’s digital strategy and customer trust objectives. Working collaboratively with stakeholders, development teams, and vendors, you will help define, implement, and optimize CIAM initiatives that enhance user experiences and operational efficiency.</p><ul><li>Collaborate with business partners and stakeholders to gather, analyze, and document business requirements aligned with strategic goals and regulatory standards.</li><li>Act as the Subject Matter Expert for CIAM systems, providing guidance on solution design, configuration, and process improvements.</li><li>Translate business needs into detailed system requirements, user stories, acceptance criteria, and technical documentation to support effective development and testing.</li><li>Support the entire solution delivery lifecycle, including requirements gathering, process mapping, documentation, testing, deployment, and post-launch support.</li><li>Manage and maintain accurate documentation for CIAM applications, ensuring accessibility for business and technical teams.</li><li>Oversee application configuration changes, ensuring adherence to SDLC and Change Management protocols.</li><li>Coordinate with internal IT teams, external vendors, and implementation partners to resolve issues and deliver integrated CIAM solutions.</li><li>Monitor application performance, facilitate incident and problem management, and conduct Root Cause Analysis to drive issue resolution.</li></ul><p><br></p>
<p><strong>Overview</strong></p><p>We are seeking a highly skilled Principal Analyst to support and enhance our Customer Identity and Access Management (CIAM) ecosystem across the organization. This role ensures secure, frictionless customer authentication and authorization by driving continuous improvement of identity platforms, regulatory compliance, security posture, and user experience.</p><p>You will serve as a technical and analytical subject matter expert partnering closely with cybersecurity, digital product, engineering, risk, and compliance teams. The ideal candidate thrives in a regulated environment, understands identity lifecycle management at scale, and is comfortable translating business needs into secure and scalable CIAM capabilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Identity Strategy and Platform Ownership</strong></p><ul><li>Lead analysis, configuration, and optimization of CIAM solutions supporting millions of customer interactions across digital touchpoints.</li><li>Develop and refine standards for identity lifecycle processes including registration, credential management, MFA, SSO, step-up authentication, and session security.</li><li>Partner with engineering and cloud teams to ensure CIAM integrations align with enterprise architecture, API patterns, and zero-trust principles.</li></ul><p><strong>Security, Risk, and Compliance</strong></p><ul><li>Ensure CIAM controls align with industry frameworks such as NIST 800-63, PCI, FFIEC, SOX, and internal cybersecurity policies.</li><li>Monitor authentication trends, fraud indicators, risk scoring, and threat intelligence to recommend improvements in customer security posture.</li><li>Conduct impact analysis and security assessments for new CIAM capabilities, feature enhancements, and vendor integrations.</li></ul><p><strong>Technical and Analytical Leadership</strong></p><ul><li>Translate business needs into detailed technical requirements, workflows, and acceptance criteria for CIAM enhancements.</li><li>Support troubleshooting, incident response, and root-cause analysis related to identity, authentication, access failures, and customer login issues.</li><li>Analyze customer behavior, authentication telemetry, and system performance metrics to drive continuous improvement.</li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Work closely with Digital Product, Cybersecurity, Cloud Engineering, Fraud, Compliance, and Customer Service teams to optimize identity journeys.</li><li>Provide subject-matter expertise for projects involving customer onboarding, digital banking, mobile applications, APIs, and third-party integrations.</li><li>Evaluate CIAM vendors and assist in roadmap planning for authentication, federation, directory services, and cloud-native identity capabilities.</li></ul><p><br></p>
