<p>*** This role can sit in LOS ANGELES (DOWNTOWN) or ORANGE COUNTY (IRVINE) or SAN DIEGO (DOWNTOWN) ***</p><p><br></p><p>A state-wide law firm with over 100 attorneys and offices in San Francisco, San Diego, Ventura County, and Costa Mesa is seeking a Legal Administrative Assistant (Legal Secretary).</p><p> </p><p>The San Diego office has 8 attorneys, 2 legal assistants, 1 paralegal, 1 receptionists/admin, 1 office services clerk/IT clerk, and 1 part time file clerk. This firm is like a boutique firm within a regional firm: great resources but intimate team.</p><p> </p><p><strong><u>Responsibilities of Role</u>: </strong></p><p>Very busy desk: civil litigation, including labor & employment and business law. Must be familiar with:</p><ul><li>trial prep</li><li>litigation calendaring (no docket clerk)</li><li>TOA/TOCs</li><li>eFiling (60% state, 40% federal, occasional appellate – but the latter is not a deal breaker)</li><li>discovery shells (from macros)</li><li>redlining legal documents</li></ul><p>Fluency in the following software is helpful: CompuLaw for calendaring, Best Authority for TOA/TOCs, iManage for document management, and Adobe for bate stamping.</p><p> </p><p><strong><u>Perks of Firm</u></strong>:</p><p>· Firm has an in-house trainer who helps get people set up</p><p>· Laid back environment</p><p>· Longevity of staff</p><p>· Strong benefits – besides standard benefits, the firm covers EAP counseling, travel allowance, and supplemental insurance</p><p>· Staff appreciation lunches, birthday celebrations, holiday gifts, raffles, prizes</p><p>· LA and SD team work very closely/collaboratively with each other and share work. Thus, there is never trouble hitting paralegals. </p>
We are looking for a meticulous and organized Data Entry Clerk to join our team on a contract basis in Costa Mesa, California. In this role, you will play a vital part in ensuring the accuracy and efficiency of operational processes while maintaining high standards of compliance and record-keeping. This position is ideal for someone with exceptional attention to detail and a strong ability to manage multiple tasks within tight deadlines.<br><br>Responsibilities:<br>• Review and screen company submissions to confirm they meet established requirements.<br>• Manage and process necessary paperwork, including confidentiality and legal usage agreements.<br>• Coordinate with compliance and legal teams to ensure all documentation is properly approved.<br>• Set up user accounts once documentation is verified and requirements are met.<br>• Organize and track the progress of requests using Airtable, ensuring all tasks are completed accurately and on time.<br>• Communicate with relevant teams to address any issues or delays in the approval process.<br>• Ensure data integrity by maintaining accurate records and updating systems as required.<br>• Send and follow up on required forms using Salesforce to streamline the documentation process.
<p>A busy <strong>corporate office</strong> in San Marcos is looking for a dependable <strong>Front Office Clerk</strong> to manage front desk operations and provide general office support. The ideal candidate is friendly, organized, and enjoys interacting with people while keeping the front office running smoothly. This role is perfect for someone who enjoys being the “go-to” person for both staff and visitors, ensuring the workplace stays organized, efficient, and welcoming.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet visitors, answer phones, and direct calls in a professional and courteous manner.</li><li>Manage incoming and outgoing mail, packages, and deliveries.</li><li>Maintain office supplies and assist with ordering as needed.</li><li>Provide administrative support to multiple departments (filing, scanning, scheduling).</li><li>Maintain a clean and organized front office and reception area.</li><li>Coordinate conference room bookings and support meeting logistics.</li><li>Assist HR and Accounting with clerical tasks and data entry as requested.</li><li>Uphold confidentiality and professionalism at all times.</li></ul>
We are looking for a detail-oriented Data Entry Clerk to join our team on a contract basis in San Diego, California. In this role, you will play a key part in managing and organizing data with accuracy and efficiency. This position requires strong attention to detail, proficiency in Microsoft Excel, and the ability to handle large volumes of information effectively.<br><br>Responsibilities:<br>• Transfer and organize academic and student profile data with precision.<br>• Perform thorough data cleanup to ensure accuracy and consistency.<br>• Utilize Microsoft Excel to manage and manipulate datasets efficiently.<br>• Copy and paste data across multiple sheets while maintaining integrity.<br>• Extract and compile relevant information for reporting purposes.<br>• Verify data entries to ensure completeness and accuracy.<br>• Assist in maintaining organized digital records for easy access.<br>• Perform routine checks to identify and resolve discrepancies in data.
<p>Our client in the nonprofit sector is seeking a dependable and detail-oriented Office Clerk to provide administrative support and ensure smooth day-to-day operations of the office. This role is ideal for someone who is organized, customer-service-oriented, and passionate about contributing to a meaningful cause. The Office Clerk will be responsible for handling routine administrative tasks and assisting team members to promote productivity and organizational success.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform general administrative tasks, like answering phone calls, managing emails, and handling correspondence.</li><li>File and organize records, both physical and electronic, ensuring accuracy and confidentiality.</li><li>Assist with data entry and maintain databases to support organizational operations.</li><li>Process incoming and outgoing mail, including sorting, recording, and distribution.</li><li>Support the scheduling of meetings, appointments, and events for staff and leadership.</li><li>Coordinate office supply inventory and manage orders as needed.</li><li>Provide support with photocopying, scanning, and preparing documents.</li><li>Respond to inquiries from visitors, staff, and donors, providing accurate information or directing them to the appropriate person.</li><li>Assist in maintaining a clean and organized office environment.</li><li>Perform other operational or clerical tasks as assigned by managers or supervisors.</li></ul><p><br></p>
<p>A growing <strong>manufacturing and operations company</strong> in Vista is seeking a detail-oriented <strong>Data Entry Clerk</strong> to join their administrative team. This individual will play a vital role in maintaining accurate company records, processing large volumes of information, and supporting the production and finance departments. This is an excellent opportunity for someone with strong attention to detail who enjoys working independently and contributing to the smooth flow of business operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Accurately enter and update data in company databases, spreadsheets, and ERP systems.</li><li>Review and verify the accuracy of invoices, purchase orders, and shipping documents.</li><li>Reconcile discrepancies and report errors promptly.</li><li>Support inventory control by maintaining updated part numbers, quantities, and lot tracking data.</li><li>Collaborate with accounting and operations teams to ensure timely data processing.</li><li>Maintain digital and paper filing systems for quick data retrieval.</li><li>Generate weekly reports for management and assist in data audits as needed.</li></ul>
<p>An established <strong>financial advisory and wealth management firm</strong> in Rancho Santa Fe is looking for a professional <strong>Senior Client Services Associate</strong> to provide high-level support to advisors and clients. This firm offers comprehensive financial planning, investment management, and estate services to a select clientele. This is a key role for someone who enjoys building lasting client relationships, managing complex administrative tasks, and ensuring the seamless execution of financial transactions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for high-net-worth clients regarding account activity, statements, and service requests.</li><li>Prepare and process new account paperwork, transfers, and investment documentation.</li><li>Coordinate with custodians (Charles Schwab, Fidelity, etc.) to ensure timely and accurate account management.</li><li>Maintain client files and CRM records with precision and confidentiality.</li><li>Support financial advisors in preparing client review materials, reports, and presentations.</li><li>Manage follow-ups on trades, contributions, distributions, and compliance documentation.</li><li>Assist with onboarding new clients and coordinating cross-departmental communication.</li><li>Participate in process improvement and workflow initiatives to enhance client experience.</li></ul>
We are looking for a dedicated Customer Service Representative to join our team in Huntington Beach, California. In this role, you will assist with enrollment processes, ensuring accuracy and efficiency while guiding individuals through their onboarding experience. This is a long-term contract position within the healthcare industry, offering the opportunity to make a meaningful impact on customer satisfaction and organizational success.<br><br>Responsibilities:<br>• Respond promptly to inquiries from internal and external customers, addressing concerns related to enrollment.<br>• Resolve enrollment-related issues by conducting research and utilizing call tracking, claims systems, or email communication.<br>• Enter and maintain accurate enrollment data in the company’s eligibility transactional system.<br>• Process applications for enrollment and disenrollment, ensuring compliance with established guidelines.<br>• Verify enrollment statuses with clients and address discrepancies as needed.<br>• Investigate and resolve system rejections related to enrollment processes.<br>• Collaborate with team members to address exceptions and ensure members are properly enrolled.<br>• Perform daily and monthly reconciliation of enrollment files to maintain data accuracy.<br>• Manage member eligibility changes and update records in the enrollment database.<br>• Maintain organized documentation and records, ensuring they are accessible and up-to-date.
<p><strong>Overview:</strong></p><p> Our client, a growing construction company based in Poway, is seeking an organized and professional Receptionist to manage day-to-day office operations and serve as the first point of contact for staff, clients, and vendors. This individual will play a critical role in supporting project teams, handling administrative tasks, and ensuring smooth office operations. The ideal candidate thrives in a fast-paced environment, has strong communication skills, and is detail-oriented.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist visitors, clients, and vendors in a professional and welcoming manner.</li><li>Answer, screen, and route incoming phone calls and emails efficiently.</li><li>Manage scheduling for staff, project meetings, and conference rooms.</li><li>Maintain office organization, including supply inventory, mail, and deliveries.</li><li>Assist with administrative tasks such as data entry, filing, and document preparation.</li><li>Support project teams with reporting, document tracking, and coordination as needed.</li><li>Maintain confidentiality of sensitive company information and ensure compliance with company policies.</li></ul><p><br></p>
<p>A well-respected <strong>professional services company</strong> in Escondido is seeking a friendly, polished, and <strong>Bilingual Receptionist (Spanish/English)</strong> to join their front office team. This person will be the first point of contact for clients and visitors, ensuring every interaction reflects the company’s values of professionalism and respect. This is a great opportunity for someone who enjoys a people-focused role and takes pride in maintaining a welcoming, efficient office environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist visitors, clients, and vendors with warmth and professionalism.</li><li>Answer and route incoming phone calls; respond to voicemail and email inquiries.</li><li>Provide translation and bilingual support for Spanish-speaking clients and staff.</li><li>Schedule appointments and manage conference room reservations.</li><li>Sort and distribute mail, manage deliveries, and maintain office supplies.</li><li>Assist with filing, scanning, and administrative projects as assigned.</li><li>Support HR and accounting teams with basic data entry and clerical tasks.</li></ul>
<p>A well-established <strong>distribution and logistics company</strong> in Carlsbad is seeking an energetic and highly organized <strong>Receptionist</strong> to manage a busy front office and handle a <strong>high volume of incoming calls</strong> each day. This position is ideal for someone who thrives in a fast-paced, team-oriented environment and takes pride in creating a positive first impression for both clients and visitors. If you enjoy multitasking, problem-solving, and being the central point of communication in an office, this role offers a stable and engaging opportunity with room to grow.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer and route a <strong>high volume of incoming calls (80–100 daily)</strong> with professionalism and efficiency.</li><li>Greet and assist visitors, clients, and vendors upon arrival.</li><li>Maintain a tidy and organized reception area and conference rooms.</li><li>Manage inbound and outbound mail, deliveries, and courier services.</li><li>Provide general administrative support to departments, including filing, data entry, and document preparation.</li><li>Schedule meetings and coordinate conference room usage.</li><li>Handle office supply inventory and assist with facilities coordination.</li><li>Assist with internal communication and basic HR or accounting support as needed.</li></ul>
<p>A fast-growing <strong>consumer lifestyle and outdoor gear company</strong> in Oceanside is seeking a <strong>Customer Experience Specialist </strong>to support their expanding operations. This person will be the first point of contact for customers — ensuring every interaction reflects the brand’s values of quality, care, and reliability. If you love helping people, have strong communication skills, and enjoy working in a collaborative environment, this role offers the perfect mix of administrative, problem-solving, and customer engagement responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, and live chat with professionalism and empathy.</li><li>Process online orders, returns, and exchanges in a timely manner.</li><li>Troubleshoot issues related to shipments, product defects, and billing concerns.</li><li>Coordinate with warehouse and fulfillment teams to ensure on-time delivery.</li><li>Track customer interactions and feedback to improve service quality.</li><li>Assist with CRM data entry and maintenance.</li><li>Support the marketing team with customer outreach, surveys, and follow-ups.</li><li>Maintain a high standard of accuracy and brand consistency in all communications.</li></ul>
<p>Robert Half is working with a meaningful nonprofit organization to identify a meticulous and driven Data Entry Specialist. If you have excellent attention to detail and a desire to contribute to impactful initiatives, this is your chance to join a team focused on making a difference in the community.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Input data into databases, systems, and spreadsheets with accuracy and efficiency.</li><li>Verify and correct data entries to ensure accuracy and consistency.</li><li>Maintain organized filing systems (digital and physical) for easy retrieval of records.</li><li>Assist in compiling reports and statistics by pulling data from various sources.</li><li>Manage sensitive or confidential information with the utmost discretion and professionalism.</li><li>Perform basic administrative tasks, such as scanning, copying, and filing, as needed.</li><li>Collaborate with team members to ensure data integrity and resolve issues promptly</li></ul><p><br></p>
<p>Our client in San Diego is seeking a professional and personable Receptionist to be the welcoming face of their organization. This role offers the opportunity to create a positive first impression for visitors and support office operations with outstanding customer service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet clients, guests, and employees with a friendly and positive attitude</li><li>Answer multi-line phone system, direct calls, and manage messages efficiently</li><li>Handle incoming and outgoing mail and deliveries</li><li>Maintain a neat and organized reception area</li><li>Schedule appointments and assist with meeting coordination</li><li>Provide administrative support including filing, data entry, and order office supplies</li><li>Assist with special projects and other duties as assigned</li></ul><p><br></p>
<p>A growing <strong>technology solutions company</strong> in Escondido is seeking a <strong>Customer Service Representative</strong> to join their dynamic support team. This organization develops software and hardware solutions for businesses across the U.S., and they’re looking for someone who can deliver an exceptional client experience while supporting technical inquiries. If you thrive in a fast-paced, tech-focused environment and enjoy helping customers solve problems, this is a great opportunity to grow your career within a respected and forward-thinking company.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries via phone, email, and live chat.</li><li>Troubleshoot basic software or hardware issues and escalate to Tier 2 support when necessary.</li><li>Process product orders, replacements, and returns with accuracy and professionalism.</li><li>Document client interactions using a <strong>CRM system</strong> (Salesforce or HubSpot).</li><li>Provide product education and onboarding support for new customers.</li><li>Collaborate with the technical support and sales teams to ensure customer satisfaction.</li><li>Track customer feedback and assist in service improvement initiatives.</li></ul>
<p>A well-established <strong>professional services and consulting firm</strong> in Rancho Bernardo is hiring a highly organized <strong>Client Services Coordinator</strong> to support account management and ensure exceptional service delivery. This position requires a polished communicator with a passion for relationship management and organizational excellence. The ideal candidate enjoys working directly with clients, managing project details, and supporting internal teams to ensure client satisfaction and business continuity.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the main point of contact for assigned clients, handling inquiries and requests.</li><li>Schedule meetings, manage calendars, and track deliverables for multiple projects.</li><li>Prepare client materials, reports, and follow-up documentation.</li><li>Maintain accurate client records in the CRM system and track engagement metrics.</li><li>Coordinate between departments to ensure project timelines are met.</li><li>Support billing and contract renewals in collaboration with the finance department.</li><li>Assist with proposals, onboarding materials, and client satisfaction surveys.</li><li>Contribute to continuous improvement of internal processes and client communications</li></ul>
<p>Our non-profit client in San Diego is seeking a compassionate and detail-oriented Customer Service Representative to join their call center team. This position focuses on delivering outstanding support to individuals while furthering the organization’s mission to make a positive impact in the community.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer incoming calls and provide support, information, and assistance to clients and donors</li><li>Handle inquiries with empathy and professionalism, ensuring strong customer satisfaction</li><li>Assist with updating records, processing requests, and documenting interactions accurately</li><li>Resolve issues efficiently while adhering to organizational policies and procedures</li><li>Maintain confidentiality of client and organizational information</li><li>Support outreach activities and assist with special projects as assigned</li><li>Collaborate with team members to meet department service goals</li></ul><p><br></p>
<p>A fast-growing <strong>financial services firm in Vista</strong> is looking for an <strong>accurate and analytical Data Entry Specialist</strong> to join their back-office operations team. This position plays an essential role in maintaining data integrity, supporting internal departments, and ensuring smooth daily workflows for the company’s accounting and finance processes. This firm has earned its reputation by providing exceptional client service and innovative business solutions to small and mid-sized companies throughout California. They pride themselves on accuracy, accountability, and teamwork — and they’re looking for someone who shares that same drive for excellence. If you’re someone who finds satisfaction in order, precision, and process — and you take pride in spotting data inconsistencies before anyone else does — this could be a perfect fit. You’ll work closely with accounting, HR, and compliance teams to input and validate financial and employee data, reconcile records, and generate reports used for business decision-making.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Accurately enter large volumes of client and financial data into internal databases.</li><li>Review and verify documentation for completeness and consistency.</li><li>Assist in reconciling discrepancies in billing, payroll, and expense records.</li><li>Generate daily, weekly, and monthly reports for management review.</li><li>Support accounting and HR teams with data organization and document archiving.</li><li>Identify process gaps and collaborate with leadership to improve workflow efficiency.</li><li>Maintain confidentiality of sensitive information at all times.</li><li>Perform routine quality checks to ensure data accuracy and compliance with company policies.</li></ul>
<p>Our client, a dynamic leader in the technology sector, is seeking an success driven and detail-oriented Account Specialist to join their team. This role is essential for managing client accounts and supporting operational efficiency in a fast-paced, innovative environment. </p><p><br></p><p>Key Responsibilities: </p><ul><li>Manage and maintain client account records, ensuring all information is accurate and up to date </li><li>Process invoices, payments, and assist with account reconciliations </li><li>Serve as a primary point of contact for clients, resolving inquiries and issues promptly </li><li>Collaborate with sales, finance, and operations teams to support client needs and business objectives </li><li>Assist with reporting, data analysis, and process improvement initiatives </li><li>Ensure compliance with company policies and industry regulations</li></ul>
<p>Robert Half is partnering with an innovative client in the tech industry to find a skilled and motivated Receptionist to be the face of their organization. If you thrive in fast-paced environments and have strong organizational skills, this is an outstanding opportunity to grow your career and make an impact in the tech space!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for all visitors, guests, and employees, delivering exceptional customer service.</li><li>Answer and direct incoming phone calls in a professional and friendly manner.</li><li>Manage incoming mail and deliveries, ensuring accurate routing to the appropriate departments/persons.</li><li>Coordinate scheduling and handle meeting room logistics for internal and external events.</li><li>Maintain a clean, organized, and welcoming front desk and reception area.</li><li>Assist in administrative duties such as data entry, scheduling appointments, and filing documents.</li><li>Support other departments with ad hoc tasks as needed.</li></ul><p><br></p>
<p><strong>Overview:</strong></p><p> Our client, a mission-driven nonprofit organization, is seeking a professional and friendly Front Desk Coordinator to serve as the first point of contact for staff, visitors, and stakeholders. This individual will provide exceptional administrative support, manage front desk operations, and ensure a welcoming environment that reflects the organization’s values. The ideal candidate is highly organized, customer-service oriented, and able to multitask in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist visitors, clients, and staff in a professional and courteous manner.</li><li>Answer, screen, and route incoming calls and emails accurately and efficiently.</li><li>Manage scheduling and calendar coordination for staff and conference rooms.</li><li>Maintain front desk area, ensuring it is organized, presentable, and fully stocked.</li><li>Handle mail, deliveries, and packages, including logging and distribution.</li><li>Support administrative tasks such as data entry, filing, and report preparation.</li><li>Collaborate with internal teams to support office operations and events.</li><li>Ensure confidentiality of sensitive information and maintain compliance with organizational policies.</li></ul><p><br></p>
We are looking for an experienced Customer Service Representative to join our team on a long-term contract basis in Irvine, California. In this role, you will play a critical part in managing schedules, coordinating services, and ensuring smooth communication between clients, families, and internal teams. Your ability to handle complex scheduling needs and maintain precise interactions will be key to success in this position.<br><br>Responsibilities:<br>• Coordinate and assign staff based on participant needs, location, and skills, ensuring compliance with program policies.<br>• Create and manage schedules for participants and staff, including meal periods and breaks, while maintaining accurate records in a computerized system.<br>• Respond promptly to scheduling changes and requests from associates, participants, and families in a courteous and meticulous manner.<br>• Monitor attendance and assignments daily, making adjustments and notifying relevant parties of changes as needed.<br>• Generate and analyze reports to ensure billing and payroll accuracy, addressing contract fulfillment gaps and collaborating with internal departments.<br>• Communicate effectively with families, supervisors, and team members to relay concerns and escalate issues when necessary.<br>• Provide training and cross-training for new scheduling coordinators, ensuring team readiness and knowledge.<br>• Schedule and attend meetings, trainings, and other events to stay aligned with organizational goals and processes.
<p>Robert Half is seeking a dedicated Account Specialist for a contract to permanent opportunity with a reputable client. This position offers a dynamic environment for professionals experienced in managing financial transactions and providing exceptional client service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and monitor customer accounts, including billing, payments, and account reconciliations.</li><li>Respond to client inquiries promptly and resolve issues in a professional manner.</li><li>Maintain accurate financial records and update account information in internal systems.</li><li>Collaborate with finance and other departments to ensure seamless accounting and client support processes.</li><li>Prepare periodic reports and assist with audits as needed.</li><li>Support process improvements and maintain compliance with company policies.</li></ul><p><br></p>
<p>Robert Half is seeking dedicated and personable Customer Service Representatives to join a growing call center team. This is an exciting opportunity for candidates passionate about providing excellent customer support, resolving inquiries, and enhancing the customer experience. As the first point of contact, you will act as the face of the company, ensuring prompt, courteous, and effective communication with customers.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle a high volume of inbound and outbound customer calls, responding to inquiries, complaints, and requests in a professional manner.</li><li>Provide thorough and accurate information regarding products, services, and policies.</li><li>Troubleshoot and resolve customer issues efficiently, escalating more complex problems to appropriate departments as necessary.</li><li>Document customer interactions, inquiries, and resolutions in the company’s CRM or database.</li><li>Promote products or services when opportunities arise, ensuring customer satisfaction at all times.</li><li>Collaborate with team members and management to identify ways to improve the customer experience.</li><li>Follow communication scripts, policies, and guidelines while personalizing service to individual customer needs.</li></ul><p><br></p>
<p>We are looking for an organized HOA Client Services Specialist to join our team in Escondido, California. In this role, you will play a vital part in ensuring client satisfaction and maintaining strong relationships by delivering outstanding service and support. This is a contract position, offering an excellent opportunity to contribute to our organization’s success while developing your skills in customer service and sales.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary point of contact for clients, addressing inquiries and resolving issues to ensure satisfaction and retention.</p><p>• Handle incoming client calls, balancing organizational policies with individual client needs.</p><p>• Assist clients with navigating the organization’s platform and provide basic technical support when needed.</p><p>• Accurately process client monetary requests, keeping risk management and compliance in mind.</p><p>• Complete client transactions and requests efficiently while adhering to established service level agreements.</p><p>• Perform account updates, maintenance, and corrections to ensure data accuracy.</p><p>• Investigate and resolve client disputes using sound judgment and knowledge of banking policies.</p><p>• Manage fraud intake requests and prioritize tasks to meet strict deadlines.</p><p>• Communicate findings and solutions to clients in a clear and precise manner, both verbally and in writing.</p><p>• Uphold the organization’s values and compliance standards, ensuring all activities align with safety protocols.</p>
