<p>We are looking for a dedicated Bilingual Spanish Customer Service Representative to join our team in San Diego, California. In this Contract-to-Permanent position, you will play a key role in connecting individuals to vital services and resources, while upholding our mission to improve lives and strengthen communities. If you are passionate about delivering exceptional customer service and making a meaningful impact, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming inquiries and provide accurate information, referrals, or assistance based on client needs.</p><p>• Record and update all client interactions promptly and accurately in web-based systems.</p><p>• Stay informed about available services, resources, and organizational initiatives to provide comprehensive support.</p><p>• Collaborate with internal teams to address client concerns and ensure their needs are met effectively.</p><p>• Maintain a meticulous and compassionate approach to customer service in all communications.</p><p>• Utilize CRM tools and other platforms to manage client data and streamline workflows.</p><p>• Assist clients with billing functions and benefit-related inquiries as needed.</p><p>• Support Spanish-speaking clients by providing translation services and bilingual communication.</p><p>• Contribute to improving processes and enhancing the overall customer experience.</p><p>• Ensure compliance with organizational policies and standards in all interactions and documentation.</p>
<p>We are looking for a Customer Service Representative to join our team in Delray Beach, Florida. In this position, you will play a key role in supporting processes by effectively communicating with customers. </p><p><br></p><p>Responsibilities:</p><p>• Provide exceptional customer support by addressing inquiries and resolving issues with professionalism and courtesy.</p><p>• Manage and organize documents, including electronic files and physical shipments, to maintain accurate records.</p><p>• Schedule follow-ups for customer accounts and initiate appropriate actions to achieve timely resolutions.</p><p>• Adhere to company processes and procedures while meeting time-sensitive commitments.</p><p>• Prioritize tasks effectively to handle multiple responsibilities in a fast-paced setting.</p><p>• Maintain a polite and respectful demeanor, ensuring customer satisfaction and positive interactions.</p><p>• Analyze and interpret business communications to provide informed responses to customer queries.</p><p>• Collaborate with team members to meet organizational goals and improve service delivery.</p>
<p>Robert Half has an excellent career opportunity for an articulate, highly skilled customer service representative in the growing banking industry. Do you love building solid customer relationships? Then this position may be for you. </p><p><br></p><p>The right Customer Service Representative for this role will be over:</p><ul><li>Follows internal/external policies and procedures</li><li>Answer, screen and forward incoming phone calls</li><li>Greet and welcome guests: customers, vendors and visitors</li><li>Process orders received by phone/fax from customers and sales representatives</li></ul><p><br></p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> San Jose, CA</p><p><strong>Industry:</strong> Financial Services / Investment Advisory</p><p><br></p><p>A rapidly growing investment advisory firm is seeking a detail-oriented and client-focused <strong>Client Service Associate</strong> to join its wealth management team. This is an excellent opportunity for a seasoned professional to advance their career in a collaborative environment that emphasizes education, technology, and continuous improvement.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides a unique learning environment with ongoing training in financial technologies (FactSet, Bloomberg, Morningstar Direct) and compliance processes. Employees receive strong support from a well-established team and gain hands-on experience in client relations, portfolio operations, and investment analysis.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will play a key role in supporting sophisticated clients and ensuring smooth operational execution. This role requires strong organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-touch service to high-net-worth clients</li><li>Process account openings, closures, transfers, and related paperwork</li><li>Prepare and execute trades and client transactions</li><li>Support client meetings with performance reports and investment data</li><li>Maintain accurate client documentation and compliance records</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolio accounts with custodial records</li><li>Provide weekly updates on client pipeline and portfolio needs</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>Supportive team culture focused on growth and development</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Customer service representative openings!</p><p>Robert Half has an excellent career opportunity for an articulate, highly-skilled customer service representative in the growing industry. Do you love building solid customer relationships? Then this position may be for you. This position is based in a dynamic, rapidly-changing call center.</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 offering a long-term contract employment opportunity for a Patient Access Specialist in Lewiston, Maine. This role is in the healthcare industry where you will be interacting with customers and patients, managing their accounts, and handling their inquiries. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Engage in patient-facing activities and provide a high level of customer service.</p><p>• Process patient credit applications with accuracy and efficiency.</p><p>• Responsible for answering inbound calls and dealing with patient queries promptly.</p><p>• Maintain an up-to-date record of patient credit information.</p><p>• Perform authorizations, benefit functions, and billing functions as part of the role.</p><p>• Participate in clinical trial operations as required.</p><p>• Monitor patient accounts and take necessary actions based on account status.</p>
<p>We are looking for a detail-oriented and customer-focused Customer Service Representative to join our team on a long term contract basis. Based in the south metro, Minnesota area, this fully on-site role involves supporting our small and friendly customer service team by assisting clients with inquiries, product information, and order processing. This is an excellent opportunity for someone who is motivated, self-sufficient, and has strong communication skills. Responsibilities:</p><ul><li>Respond to customer inquiries by providing detailed information about products and services.</li><li>Assist with order processing, including preparing price quotes and mailing invoices.</li><li>Manage data entry tasks in customer management systems with a high level of accuracy.</li><li>Handle returns and issue credits in a timely and meticulous manner.</li><li>Support the order fulfillment process and assist with shipping-related tasks.</li><li>Maintain organized records by filing paperwork and updating customer information.</li><li>Collaborate with the team on additional projects and tasks as business needs evolve.</li><li>Ensure all written communication is grammatically accurate and error-free.</li><li>Utilize Microsoft Office tools, particularly Outlook and Teams, to manage daily activities and communication.</li></ul>
<p><strong>Senior Client Associate</strong></p><p><strong>Location:</strong> San Francisco, CA (Montgomery BART)</p><p><strong>Industry:</strong> Wealth Management / Multi-Family Office</p><p><strong>Compensation:</strong> $100,000–$115,000 base (stretch to $120,000 DOE) + Bonus</p><p><br></p><p>A dynamic and highly regarded multi-family office is seeking a polished and proactive <strong>Senior Client Associate</strong> to join its San Francisco-based team. This is a high-impact role supporting ultra-high-net-worth clients through a comprehensive suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is known for its long-term client relationships, collaborative culture, and commitment to professional excellence. With a focus on innovation and continuous learning, the team leverages technology to deliver a seamless and elevated client experience.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Senior Client Associate will serve as a key point of contact for designated client relationships, executing requests with precision and partnering with senior leadership on strategic initiatives. This role is ideal for someone who thrives in a fast-paced, client-first environment and enjoys mentoring junior team members while contributing to firm-wide growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary contact for client service requests</li><li>Execute client transactions and requests with accuracy and efficiency</li><li>Partner with senior management on bespoke strategies and firm initiatives</li><li>Build deep client relationships by understanding preferences and exceeding expectations</li><li>Guide and support junior client service associates and analysts</li><li>Assist clients and their advisors with complex planning initiatives (e.g., wealth transfer, philanthropy, tax strategies)</li><li>Maintain relationships with clients’ professional teams (e.g., executive assistants, personal CFOs)</li><li>Collaborate with investment teams on cash deployment and portfolio creation</li><li>Support internal teams on special projects as needed</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive compensation and bonus structure</li><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer match</li><li>Flexible vacation policy and sabbatical program</li><li>Hybrid work structure supporting work-life balance</li><li>Equal opportunity employer and SEC-registered investment advisor</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
Customer Support Coordinator<br>First point of contact to greet customers, clients, vendors and employees via phone, email, virtual conferencing and/or in-person and direct them to the appropriate person or department. Strong professional verbal and written communication skills required to provide the best possible first impression and ensure a positive experience. Assist Customer Service team and other staff members with administrative tasks including data entry and general email distribution as well as other duties as needed.<br>RESPONSIBILITIES: <br>• Professionally and effectively communicate and greet customers, clients, vendors and employees via phone, email, virtual conferencing and/or in-person and direct them to the appropriate person or department. Take messages and provide basic information to callers as needed.<br>• Screen and distribute general email and voicemail inquiries to appropriate person or department.<br>• Assist Customer Service team with data entry related to orders, customer account records and RMA’s.<br>• Assist with distributing RMA Repair estimates to customers, provide status updates and direct customer inquiries to the appropriate person or department as needed.<br>• Maintain office supplies for Customer Service teams.<br>• Monitor incoming faxes and route accordingly.<br>• Other duties or responsibilities as required<br>REQUIREMENTS:<br>• High School/GED, College preferred<br>• Minimum of 2 years of relevant Reception, Coordinator or Administrative experience in a Customer Service oriented environment preferred<br>• Individual contributor with general supervision<br>• Working knowledge of Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)<br>• Knowledge of audio/ video conferencing systems i.e. Teams/Zoom preferred<br>• Knowledge of ACD telephony systems preferred<br>• General understanding of customer service principles and practices, including being attentive, empathetic and responsive.<br>• Ability to communicate technical information.<br>• Exceptional verbal and written communication skills to effectively communicate with customers, clients, vendors and employees.<br>• Ability to multitask and manage high volume phone calls and emails.<br>• Ability to handle conflict resolution or irate customers in a calm and professional manner to provide solutions or escalate accordingly.<br>• Flexibility and adaptability to changing circumstances, new technologies, processes and priorities.<br>• Strong ability to adapt quickly to department schedules and company’s changing needs.<br>• Strong prioritization skills required to quickly analyze a situation and determine best course of action or if escalation is required.<br><br>PHYSICAL REQUIREMENTS (lifting, maneuvering, standing, sitting, as applicable)<br>• Long hours sitting and using office equipment (Extended periods of sitting during the course of a typical workday/Greater than 4 hours? (use quantifiable numbers/no grey area)<br>• Must be able to remain in a stationary (stand or sit) position 75% of the working shift.<br>• Continually operates a computer and other office productivity machinery, such as copy machine, computer printer.<br>• Business Hours – Monday – Friday 8:30 am -5:30 pm
<p>We are looking for a dedicated Customer Service Representative to join our team in Memphis, Tennessee. In this role, you will provide financial services support while ensuring exceptional customer experiences. </p><p><br></p><p>Responsibilities:</p><p>• Respond promptly to customer inquiries and provide accurate financial service information.</p><p>• Resolve issues related to products and services with efficiency and professionalism.</p><p>• Maintain thorough records of customer interactions and transactions.</p><p>• Collaborate with internal teams to ensure customer satisfaction and seamless service delivery.</p><p>• Stay informed about policies, procedures, and industry updates.</p><p>• Assist customers in navigating financial tools and processes.</p><p>• Identify opportunities to improve service quality and recommend solutions.</p><p>• Ensure compliance with all regulatory requirements and company standards.</p><p>• Build strong relationships with customers to foster trust and loyalty.</p>
<p>We are looking for a dedicated Administrative / Customer Service Representative to join our team in the Mechanicsburg area. In this role, you will be responsible for providing exceptional support to customers and assisting the sales department with various administrative tasks. This position requires a motivated and detail-oriented individual who excels in communication and thrives in a dynamic work environment.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and professionally to customer inquiries.</p><p>• Prepare accurate quotations and process sales orders, purchase orders, and invoices efficiently.</p><p>• Coordinate with suppliers and manufacturers to obtain product details, pricing, and availability.</p><p>• Maintain and update customer records to ensure accurate documentation and seamless follow-up.</p><p>• Perform order entry.</p><p>• Collaborate with manufacturers to expedite orders and meet customer deadlines.</p><p>• Support the sales team by tracking orders, managing delivery schedules, and addressing customer requests.</p><p>• Provide technical support, product recommendations, and detailed information to customers.</p><p>• Handle additional administrative tasks to support both sales and service departments.</p>
<p>Robert Half has an excellent career opportunity for an articulate, highly-skilled customer service representative in the growing industry. The ideal candidate is passionate about building solid client-customer relationships and strives to always help others. As a Customer Service Representative, you will be the first point of contact for our valued customers. Your primary focus will be to assist customers with inquiries, provide information about the available products/services, and resolve issues to ensure a positive customer experience. Them team is the heartbeat of the company's success, and we are seeking a motivated Customer Service Representative to contribute to their commitment to customer satisfaction. Please call 818-703-8818 to inquire more today.</p><p></p><p>Some responsibilities include:</p><ul><li>Receiving and placing telephone calls</li><li>Performs full service banking transactions in compliance with legal requirements and bank policies and procedures</li><li>Provides accurate, friendly customer service in a timely fashion</li><li>Performs functions including handling cash and other daily transactions.</li><li>Achieves sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns</li><li>Maintains currency and coin under prescribed limits</li><li>Adheres to bank security policies and maintains confidentiality of bank records and client information</li></ul><p><br></p>
<p>Robert Half has an excellent career opportunity for an articulate, highly-skilled customer service representative in the growing industry. The ideal candidate is passionate about building solid client-customer relationships and strives to always help others. As a Customer Service Representative, you will be the first point of contact for our valued customers. Your primary focus will be to assist customers with inquiries, provide information about the available products/services, and resolve issues to ensure a positive customer experience. Them team is the heartbeat of the company's success, and we are seeking a motivated Customer Service Representative to contribute to their commitment to customer satisfaction. Please call 818-703-8818 to inquire more today.</p><p></p><p>Some responsibilities include:</p><ul><li>Receiving and placing telephone calls</li><li>Performs full service banking transactions in compliance with legal requirements and bank policies and procedures</li><li>Provides accurate, friendly customer service in a timely fashion</li><li>Performs functions including handling cash and other daily transactions.</li><li>Achieves sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns</li><li>Maintains currency and coin under prescribed limits</li><li>Adheres to bank security policies and maintains confidentiality of bank records and client information</li></ul>
<p>Do you possess excellent communication abilities and strong data entry skills? Robert Half is seeking personable Customer Service Representatives to assist our client’s ongoing needs in the area. The Customer Service Representative will receive and process incoming calls from customers in an accurate, efficient, and timely manner and maintain solid customer relationships by handling questions and concerns with speed. The Customer Service Representative will communicate with other departments within the company, respond to internal questions and issues, and review and process documents. This position also may require research skills to troubleshoot customer problems and will act as support for other teams within the company. </p>
<p>We are currently seeking dedicated <strong>Patient Registration</strong> professionals to join our team in multiple areas of care. The <strong>Patient Registration</strong> role is essential for ensuring smooth patient flow and excellent customer service across various medical settings. This position offers competitive pay based on experience and provides opportunities to contribute in fast-paced and rewarding healthcare environments.</p><p>Available Shifts (3 Openings)</p><p><br></p><p><strong>Shift 1: Emergency Room (ER)</strong></p><ul><li>Sunday, Monday, Tuesday | 6:00 PM – 6:00 AM</li><li>Wednesday | 6:00 PM – 12:00 AM</li></ul><p><strong>Shift 2: Surgery Center (Outpatient)</strong></p><ul><li>Monday – Friday | 4:15 AM – 12:45 PM (No weekends)</li><li>OR Monday – Friday | 7:30 AM – 4:00 PM (No weekends)</li></ul><p><strong>Shift 3: Cath Lab/Heart Surgery Area (Outpatient)</strong></p><ul><li>Monday – Friday | 7:30 AM – 4:00 PM (No weekends)</li><li>OR Monday – Friday | 8:30 AM – 5:00 PM (No weekends)</li></ul><p>Pay Rate</p><ul><li>$18/hour for 1–2 years of relevant experience</li><li>$20/hour for 3+ years of relevant experience</li></ul><p>Responsibilities</p><ul><li>Greet and register patients accurately and efficiently</li><li>Manage patient scheduling and appointment coordination</li><li>Support clinical staff with administrative tasks as needed</li><li>Ensure compliance with patient confidentiality and HIPAA regulations</li><li>Deliver excellent customer service to patients and families</li><li>Maintain accurate records and filing systems</li></ul><p><br></p>
<p>Do you possess excellent communication abilities and strong data entry skills? Robert Half is seeking personable Customer Service Representatives to assist our client’s ongoing needs in the area. The Customer Service Representative will receive and process incoming calls from customers in an accurate, efficient, and timely manner and maintain solid customer relationships by handling questions and concerns with speed. The Customer Service Representative will communicate with other departments within the company, respond to internal questions and issues, and review and process documents. This position also may require research skills to troubleshoot customer problems and will act as support for other teams within the company. </p>
<p>We are looking for a dedicated Customer Service Representative in New Holland, Pennsylvania. In this long-term contract role, you will play a vital part in ensuring customer satisfaction by addressing inquiries and resolving service issues. This position offers an opportunity to work in a dynamic environment while supporting key business operations.</p><p><br></p><p>Responsibilities:</p><p>• Handle inbound and outbound calls to address customer inquiries professionally and efficiently.</p><p>• Identify and resolve customer service issues within your designated area of authority.</p><p>• Escalate complex issues outside of your scope to the appropriate department for resolution.</p><p>• Maintain detailed records of all customer interactions and inquiries.</p><p>• Monitor trends in customer service issues and communicate them to support root cause analysis.</p><p>• Perform other duties as assigned by the supervisor to support the team.</p>
<p>We are offering a long-term contract employment opportunity for a Patient Access Specialist in Lewiston, ME. This role is in the healthcare industry where you will be interacting with customers and patients, managing their accounts, and handling their inquiries.</p><p>Entry level applies are welcome! </p><p>Responsibilities:</p><p><br></p><p>• Engage in patient-facing activities and provide a high level of customer service.</p><p>• Process patient credit applications with accuracy and efficiency.</p><p>• Responsible for answering inbound calls and dealing with patient queries promptly.</p><p>• Maintain an up-to-date record of patient credit information.</p><p>• Perform authorizations, benefit functions, and billing functions as part of the role.</p><p>• Participate in clinical trial operations as required.</p><p>• Monitor patient accounts and take necessary actions based on account status.</p>
<p>We are seeking a dedicated Customer Service Representative for our client in Baton Rouge, Louisiana. This is a long-term contract position, offering an excellent opportunity to provide outstanding support to our clients while collaborating with a dynamic team. The role involves a combination of customer interaction, administrative tasks, and technology-based responsibilities.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly to inbound calls, addressing client inquiries and resolving concerns effectively.</p><p>• Manage outbound calls as needed to follow up with customers and ensure satisfaction.</p><p>• Utilize SAP software to update and retrieve customer data accurately.</p><p>• Perform data entry tasks to maintain organized and up-to-date records.</p><p>• Collaborate with team members to streamline customer service processes.</p><p>• Leverage Microsoft 365 tools to generate reports and manage communications.</p><p>• Shadow existing team members to familiarize yourself with workflows and procedures.</p><p>• Ensure all customer interactions align with company standards of professionalism and care.</p><p>• Assist in onboarding and training processes for new team members as needed.</p>
<p>We are looking for a detail-oriented Client Account Coordinator to join our team in Washington, District of Columbia. In this role, you will play a key part in overseeing client billing processes, ensuring compliance with firm and client guidelines, and maintaining accurate financial records. This position offers a hybrid work environment, competitive compensation, and excellent benefits.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and distribute detailed client reports, including weekly, quarterly, and year-end summaries, using 3E software.</p><p>• Ensure all billing activities comply with firm policies and client-specific guidelines, while adhering to matter engagement terms.</p><p>• Collaborate effectively with attorneys, legal staff, and clients in a decentralized billing structure to resolve any invoicing issues.</p><p>• Oversee client invoicing processes, manage collections activities, and generate monthly accounts receivable reports.</p><p>• Review and verify the accuracy of billing data and supporting documentation prior to distribution.</p><p>• Research and address client inquiries regarding billing discrepancies or issues in a timely manner.</p><p>• Develop and implement new billing formats tailored to client needs and firm objectives.</p><p>• Prepare and manage electronic billing submissions, while maintaining the eBilling hub to ensure smooth operations.</p><p><br></p><p><br></p><p> All interested candidates in this Client Account Coordinator and other full-time permanent opportunities across the D.C. area please send your resume to Justin Decker via LinkedIn. </p><p> </p><p><br></p>
<p>3rd Shift (Night Shift) Patient Access Specialist! 11:00pm-7:00am - Multiple Openings! </p><p><br></p><p>We are offering a contract to permanent employment opportunity for a Patient Access Specialist in Nashua, New Hampshire. In this role, you will be fundamental in providing quality services to patients by managing their admission processes and ensuring regulatory compliance within the healthcare industry.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure precise assignment of MRNs and carry out medical necessity and compliance checks.</p><p>• Efficiently handle incoming, outgoing, and inter-office calls via the telephone switchboard.</p><p>• Adhere to organizational policies while delivering exceptional customer service with compassion.</p><p>• Conduct pre-registration of patients' accounts prior to their visits, which may involve both inbound and outbound communication to gather demographic, insurance, and other patient information.</p><p>• Inform patients, guarantors, or legal guardians about general consent for treatment forms, obtain necessary signatures, and distribute patient education documents.</p><p>• Review responses in the insurance verification system, select the applicable insurance plan code, and enter benefit data to support Point of Service Collections and billing processes.</p><p>• Use the Advance Beneficiary Notice (ABN) software to accurately screen medical necessity, inform Medicare patients of potential non-payment of tests, and distribute the ABN as needed.</p><p>• Utilize auditing and reporting systems for quality assurance to correct accounts, including those from other employees, departments, and facilities.</p><p>• Conduct account audits to ensure all forms are completed accurately and timely, meeting audit standards, and provide statistical data to Patient Access leadership.</p>
<p>Client Service Associate</p><p>Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.</p><p>Key Responsibilities</p><p>· Enter and maintain accurate client information in firms systems.</p><p>· Review new business, renewals, and endorsements for accuracy.</p><p>· Respond to client inquiries promptly and professionally.</p><p>· Assist with rating new business and providing marketing recommendations.</p><p>· Prepare proposals to help clients understand their options.</p><p>· Follow up on outstanding items and manage open activities.</p><p>· Identify cross-selling and up-sale opportunities.</p><p>· Report and monitor claims, ensuring proper follow-up per procedures.</p><p>· Maintain up-to-date knowledge of policies.</p><p>· Build strong relationships with 3rd parties, producers, and teammates.</p><p>Qualifications</p><p>· Preferred Experience: Client support in financial services with insurance industry experience.</p><p>· Licensing: State insurance license (or willingness to obtain).</p><p>· Technical Skills: Proficiency with systems, Microsoft Office, and data entry.</p><p>· Soft Skills: Strong communication, customer service focus, and organizational abilities.</p><p>This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.</p><p>Ready to Apply? Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click the application link to get started!</p><p><br></p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> New York City or Remote (based on office availability)</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A nationally recognized, independent wealth management firm is seeking a detail-oriented and proactive <strong>Client Service Associate</strong> to join its client service team. This is a dynamic administrative role supporting financial advisors and contributing to a collaborative, client-first culture.</p><p><br></p><p><strong>About the Firm</strong></p><p>With over 380 employees across 20+ offices nationwide, the firm is committed to a fiduciary model and holistic financial planning. Advisors serve as partners in helping clients achieve their goals through thoughtful, personalized strategies that connect all aspects of their financial lives.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate plays a key role in supporting advisors and ensuring exceptional client service. This role requires strong organizational skills, attention to detail, and a proactive mindset. You’ll work closely with team members across multiple locations and contribute to a culture of transparency, collaboration, and accountability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Build and maintain strong relationships with clients and internal teams</li><li>Fulfill client requests with accuracy and professionalism</li><li>Compose client communications and assist with account paperwork</li><li>Maintain accurate client records and update systems</li><li>Support advisors in delivering outstanding service</li><li>Manage a paperless office and utilize electronic tools for documentation</li><li>Assist with general administrative duties, including phone coverage and front desk support</li><li>Prepare conference rooms and greet clients for meetings</li></ul><p><strong>Systems & Tools</strong></p><ul><li>Proficiency with CRM and document management systems (e.g., Salesforce, DocuSign, SharePoint)</li><li>Strong skills in Microsoft Office Suite</li><li>Familiarity with Zoom and Teams for internal communication</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive salary and comprehensive benefits</li><li>Paid time off and holidays</li><li>401(k) with employer match</li><li>Health and wellness programs</li><li>Exclusive employee discount programs</li><li>People-first culture focused on long-term relationships and professional growth</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Robert Half has a new direct-hire opportunity for a Sales Support Specialist for a growing construction company in Beltsville, MD. Construction industry experience is highly preferred. If interested, please consider applying to this posting or contact Cody Marshall at Robert Half to learn more.</p><p><br></p><p><strong>Position Summary:</strong></p><p>The Sales Support Specialist will work closely with the sales team to streamline operations, assist with client communications, prepare proposals, and ensure customer satisfaction throughout the sales process. This role is ideal for someone who is organized, customer-focused, and eager to grow within a dynamic company.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative and operational support to the sales team</li><li>Prepare and track proposals, contracts, bids, and presentations</li><li>Communicate with clients regarding project status, documentation, and scheduling updates</li><li>Maintain and update CRM systems, ensuring accurate customer and project information</li><li>Assist in coordinating meetings, site visits, and follow-ups</li><li>Work with internal teams (estimating, project management, procurement) to gather required information for bids and proposals</li><li>Ensure timely delivery of sales documents and responses to client inquiries</li><li>Monitor and track sales metrics and generate regular performance reports</li><li>Support the onboarding process for new clients</li><li>Maintain an organized digital filing system for sales and customer documentation</li></ul><p><br></p>
