<p>We are looking for a dedicated Customer Service Representative to join our team in Dublin, Ohio. In this long-term contract position, you will play a crucial role in ensuring exceptional customer care and efficient data management. This role requires strong communication skills, attention to detail, and a commitment to providing outstanding service.</p><p><br></p><p>Responsibilities:</p><p>• Respond to inbound and outbound customer inquiries promptly and professionally.</p><p>• Provide exceptional support to clients by addressing their needs and resolving issues efficiently.</p><p>• Perform accurate data entry tasks to maintain and update customer records.</p><p>• Assist with daily administrative responsibilities to support team operations.</p><p>• Manage order processing and ensure timely completion of transactions.</p><p>• Collaborate with team members to improve customer service processes and outcomes.</p><p>• Handle call center interactions with professionalism and adherence to company protocols.</p><p>• Track and report customer service metrics to ensure continuous improvement.</p><p>• Maintain a thorough understanding of company policies and industry standards.</p>
<p>We are looking for a Customer Service Representative to join our team in Vandalia, Ohio. This is a Contract to permanent position that offers an opportunity to engage with customers and ensure their needs are efficiently met. The role focuses on providing excellent service while handling various administrative tasks within a detail-oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Process disability payments for employees on sick leave, ensuring accurate and timely handling.</p><p>• Contact medical professionals and employers to verify an employee's return-to-work status.</p><p>• Handle intake calls to initiate paperwork related to leave requests.</p><p>• Occasionally reach out to doctors for updates and necessary documentation.</p><p>• Respond to inbound customer inquiries, providing clear and helpful information.</p><p>• Maintain accurate records through data entry and order processing.</p><p>• Communicate effectively via email to address concerns and provide solutions.</p><p>• Use Microsoft Excel for basic data management and reporting.</p><p>• Collaborate with team members to ensure smooth operations and customer satisfaction.</p><p>• Manage multiple tasks efficiently while adhering to deadlines.</p><p><br></p><p>For immediate consideration, call 937.224.8326.</p><p><br></p>
<p>We are looking for a skilled Senior Document Specialist to join our team in Columbus, OH. As part of this Contract position, you will collaborate with a document and graphic support team to assist internal clients with formatting, editing, and processing various types of documents. This role is ideal for candidates proficient in Microsoft Office Suite, including Word, PowerPoint, Excel, and Adobe tools, with additional experience in Visio being highly desirable.</p><p><br></p><p>Responsibilities:</p><p>• Format, edit, and convert documents to meet client specifications and ensure high-quality output.</p><p>• Collaborate with internal teams to process document requests efficiently and accurately.</p><p>• Utilize Microsoft Office Suite applications, including Word, Excel, PowerPoint, and Adobe tools, to create and edit documents.</p><p>• Provide quality control to ensure all finished work aligns with client standards and expectations.</p><p>• Manage multiple projects simultaneously while meeting strict deadlines.</p><p>• Handle sensitive or confidential documents with professionalism and discretion.</p><p>• Troubleshoot basic PC issues and provide support related to document processing.</p><p>• Deliver hands-on customer service to internal colleagues, ensuring their document needs are met promptly.</p><p>• Apply intermediate knowledge of Visio or similar software to enhance document presentation and graphics.</p><p>• Maintain adherence to company policies while delivering client-focused solutions.</p>
<p>We are looking for an organized and customer-focused Front Desk Coordinator to join our team in Columbus, Ohio. In this contract position, you will serve as the first point of contact for visitors and callers, ensuring smooth operations at the front desk. If you excel in multitasking and delivering exceptional service, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Handle receptionist duties, including greeting visitors and directing them appropriately.</p><p>• Provide concierge-level services to ensure a positive experience for guests and staff.</p><p>• Manage a multi-line phone system efficiently, answering and directing inbound calls.</p><p>• Respond promptly to inquiries while maintaining a high level of professionalism and patience.</p><p>• Perform filing and organizational tasks to keep records and paperwork in order.</p><p>• Utilize Office software to complete administrative tasks and maintain documentation.</p><p>• Support medical front office operations, including scheduling and patient interactions.</p><p>• Collaborate with team members to ensure seamless office operations.</p><p>• Maintain a welcoming and organized front desk environment</p>
<p>We are seeking a detail-oriented and motivated New Account Onboarding Specialist to join our Operations team. In this role, you will support broker-dealer operations by managing institutional client onboarding, processing asset movements, and maintaining account information. You’ll work closely with internal partners across compliance, risk, and trading to ensure a seamless and compliant client experience.</p><p>This is a great opportunity for someone with brokerage or investment operations experience who thrives in a fast-paced, collaborative environment and is looking to advance their career in financial services.</p><p><br></p><p><br></p><ul><li>Review and process institutional client onboarding requests, ensuring all documentation is accurate and compliant with regulatory requirements (e.g., corporations, LLCs, partnerships).</li><li>Perform AML/CIP/KYC/OFAC reviews for all new accounts and maintenance requests.</li><li>Review, initiate, and approve asset movement transactions, including wires and ACHs.</li><li>Process account maintenance requests and support the operations of ICS/CDARs and Money Market Fund investments.</li><li>Manage daily settlement processes, including reconciliation, settlement wire approvals, and reporting.</li><li>Create and maintain procedures, job aids, and operational documentation.</li><li>Generate ad hoc reports and assist with audits, risk reviews, and internal control testing.</li><li>Support process improvement initiatives and participate in special projects.</li><li>Train and mentor new team members; perform quality assurance reviews.</li><li>Perform additional duties as assigned.</li></ul>
We are looking for a Front Desk Coordinator to join our team on a contract basis in Columbus, Ohio. In this role, you will serve as the first point of contact for visitors and clients, ensuring a welcoming and organized environment. You will play a key role in supporting daily operations, managing schedules, and maintaining efficient communication between teams.<br><br>Responsibilities:<br>• Greet visitors, clients, and vendors courteously while creating a welcoming atmosphere.<br>• Schedule appointments, meetings, and site visits for management and sales personnel.<br>• Keep the reception area and front office organized, ensuring files and supplies are maintained.<br>• Assist with project scheduling, work orders, and coordination between crews and clients.<br>• Handle mail, packages, and deliveries, including processing incoming and outgoing correspondence.<br>• Update and maintain client data in CRM or scheduling software.<br>• Collaborate with field teams and managers to facilitate smooth communication of schedules and client needs.<br>• Perform general office tasks such as filing, scanning, copying, and ordering supplies.
<ul><li>Investigate and resolve cash balancing discrepancies, including missing payments, customer refunds, late or missing deposits, lockbox checks, and other payment-related issues.</li><li>Perform daily and monthly reconciliations of various store depository accounts, identify discrepancies, and process necessary adjustments.</li><li>Collaborate with cross-functional teams to troubleshoot and resolve issues related to field operations and IT systems promptly.</li><li>Support the preparation and submission of month-end journal entries to ensure accurate financial reporting.</li><li>Address external customer inquiries related to credit card transactions and provide timely resolution.</li><li>Advise and assist store teams with invoice-related challenges and provide guidance to improve processes.</li><li>Undertake additional responsibilities and projects assigned by management as needed.</li></ul><p><br></p>
<p>We are looking for a Trade Allocation Specialist to join our client's team in Columbus, Ohio. This role involves managing trade allocation processes, ensuring compliance with regulatory requirements, and facilitating corrections for institutional clients. As a key member of the team, you will collaborate closely with clients, internal teams, and external counterparts to maintain accuracy and mitigate risks. This is a long-term contract to hire position.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the daily trade allocation process to ensure accuracy and timeliness.</p><p>• Collaborate with clients to address manual trade allocations and ensure regulatory compliance.</p><p>• Coordinate with internal teams and clients to manage and resolve trade corrections.</p><p>• Conduct detailed research and analysis to identify and rectify trade discrepancies.</p><p>• Keep up-to-date with industry regulations and compliance standards related to trade allocation processes.</p><p>• Document and maintain procedures and workflows for trade allocation activities.</p><p>• Identify and mitigate operational risks using a solid understanding of financial markets.</p><p>• Provide support on team projects and assist with ad hoc tasks as required.</p><p>• Build strong partnerships with business stakeholders to drive efficient trade processing.</p><p>• Perform other duties as assigned to support operational goals.</p>
We are looking for an accomplished insurance expert to take on a leadership role within a growing, multi-line independent agency. This position offers the chance to drive strategic initiatives, foster revenue growth, and lead a high-performing team. If you are a results-oriented leader with a strong background in the insurance industry and a commitment to providing exceptional client service, we want to hear from you.<br><br>Responsibilities:<br>• Manage daily operations while ensuring adherence to regulatory standards and operational efficiency.<br>• Create and implement strategic plans aimed at expanding markets, diversifying product offerings, and driving overall growth.<br>• Lead sales initiatives by identifying prospects, preparing quotes, and closing new business opportunities.<br>• Build and maintain strong relationships with clients, referral partners, and carrier representatives.<br>• Monitor financial performance, manage budgets, and oversee commission structures.<br>• Drive client engagement through onboarding, training programs, and retention strategies.<br>• Partner with executive leadership to develop marketing initiatives and strengthen the agency's brand presence.<br>• Undertake regular travel, accounting for approximately 50% of the role's responsibilities.
<p>Robert Half Management Resources is currently looking for a highly skilled Asset Investment Planning Analyst to support a long-term contract engagement for a client in the Dayton, Ohio area. This role will lead the integration of fleet and facility-related projects into the client's enterprise asset investment planning platform, Copperleaf. This role will also lead the development of a Strategic Campus Master Plan for two campus locations, aligning infrastructure investments with long-term business goals, sustainability targets, and operational efficiency. This role will work primarily out of the client's location in Dayton, OH (some hybrid flexibility). This is a contract/project role that has an expected duration of 1 year.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the integration of fleet and facility-related projects into enterprise asset investment planning platforms, such as Copperleaf.</p><p>• Develop and implement a Strategic Campus Master Plan to align infrastructure investments with sustainability goals and business objectives.</p><p>• Collaborate across departments to ensure alignment of capital projects with long-term operational efficiency.</p><p>• Conduct detailed analysis of asset management strategies, identifying opportunities for improvement.</p><p>• Utilize tools like Excel and Power BI to analyze data and create actionable insights for decision-making.</p><p>• Facilitate stakeholder engagement and communication to ensure the successful execution of strategic initiatives.</p><p>• Provide expert guidance on fleet management and facilities planning to enhance operational performance.</p><p>• Monitor and report on project progress, ensuring timelines and objectives are met.</p><p>• Drive cross-functional efforts to achieve alignment on investment priorities.</p><p>• Support organizational goals by applying knowledge of utility operations and capital planning.</p>
