<p>Join our company as a Remote Spanish Bilingual Customer Service Representative, supporting customers in both English and Spanish across a variety of channels. We are seeking adaptable, detail-oriented professionals who excel in fast-paced, remote environments and are committed to delivering outstanding service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, and chat in both Spanish and English</li><li>Resolve questions, concerns, and issues efficiently while maintaining a positive attitude</li><li>Document all customer interactions clearly and accurately</li><li>Collaborate with team members and other departments to ensure high customer satisfaction</li><li>Uphold company values, policies, and standards of service</li><li>Meet or exceed individual and team metrics for productivity and quality</li></ul>
<p>We are looking for a contract to to hire, dedicated and detail-oriented Member Services Representative to join our team in St. Paul, Minnesota. This role involves delivering excellent customer experiences in a fast-paced call center environment. As part of a long-term contract position, you will play a vital role in assisting customers and maintaining high service standards.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming customer inquiries efficiently and courteously, ensuring customer satisfaction.</p><p>• Provide accurate information about services and resolve issues in a timely manner.</p><p>• Utilize computer systems to document customer interactions and update records.</p><p>• Maintain high typing accuracy to meet operational requirements.</p><p>• Collaborate with team members to improve service delivery and share best practices.</p><p>• Adapt to a fast-paced work environment while managing multiple tasks simultaneously.</p><p>• Uphold company policies and procedures in all customer interactions.</p><p>• Assist with escalated concerns, ensuring proper resolution and follow-up.</p><p>• Monitor and report customer feedback to help identify areas for improvement.</p>
We are looking for a dedicated Customer Service Representative with strong dispatching skills to join our team in Plymouth, Minnesota. In this role, you will focus on coordinating service calls, managing schedules, and ensuring smooth communication between customers and technicians. This is a long-term contract position offering an opportunity to work in a fast-paced and dynamic environment.<br><br>Responsibilities:<br>• Handle incoming customer calls, including urgent situations, follow-ups, and service inquiries.<br>• Schedule and coordinate service calls to ensure timely responses.<br>• Generate and manage dispatch tickets for service requests.<br>• Assign service technicians to specific calls and provide post-call debriefs.<br>• Update technician schedules and availability in the system.<br>• Maintain and organize the dispatch board to track daily activities.<br>• Anticipate and plan workloads to optimize team efficiency.<br>• Provide technicians with relevant information and support as needed.<br>• Monitor and update new and existing service tickets within the system.
We are looking for a dedicated Medical Customer Service Representative to join our team in Minneapolis, Minnesota. In this role, you will play a vital part in ensuring patients receive essential medical equipment by providing exceptional support to clients and partners. This is a Contract to permanent position within the healthcare industry, offering a meaningful opportunity to contribute to patients' health and quality of life.<br><br>Responsibilities:<br>• Accurately process up to 15 medical equipment orders daily using our software system.<br>• Handle approximately 40 inbound calls per day, addressing inquiries and resolving issues efficiently.<br>• Provide detailed information about the product catalog to assist clients and partners effectively.<br>• Ensure timely entry of orders to guarantee patients receive necessary medical equipment promptly.<br>• Offer exceptional customer service to clients, addressing concerns related to billing, insurance, and product availability.<br>• Collaborate with team members to maintain high standards of accuracy and timeliness.<br>• Stay informed about durable medical equipment (DME) to offer knowledgeable assistance.<br>• Troubleshoot and resolve order-related issues to ensure seamless operations.<br>• Maintain compliance with healthcare regulations and company policies during all interactions.
<p><strong>Overview:</strong></p><p>Our company is seeking a detail-oriented and proactive Medical Customer Service Representative / Coordinator to join our healthcare administration team. In this vital role, you will facilitate medical record retrieval by contacting provider offices, hospitals, and healthcare facilities on behalf of Medicare, Medicaid, and ACA. You’ll play a crucial part in ensuring records are retrieved efficiently and provider relationships are maintained with a high level of professionalism.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Make a minimum of 60 outbound calls daily to schedule medical record retrieval appointments.</li><li>Meet and exceed retrieval metrics and performance goals.</li><li>Professionally communicate with healthcare providers, hospitals, and facilities to coordinate retrieval efforts.</li><li>Accurately document all interactions and appointment details within internal systems.</li><li>Maintain and strengthen productive working relationships with provider offices.</li><li>Consistently achieve and uphold a quality standard of 90% or higher in all aspects of your work.</li></ul><p><br></p>
<p>We are looking for a <strong>Customer Service Representative</strong> to join our team in St. Paul, MN for a short-term assignment. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about providing excellent customer service. The primary focus of this position is to assist customers by answering inquiries, processing requests, and supporting internal teams with administrative tasks.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide friendly and professional customer service via phone, email, and in-person interactions.</li><li>Address customer inquiries, concerns, and complaints in a timely and efficient manner.</li><li>Process orders, returns, and account updates while ensuring accuracy.</li><li>Maintain and update customer records in company databases.</li><li>Assist with data entry, documentation, and administrative support as needed.</li><li>Collaborate with internal teams to resolve customer issues and ensure smooth operations.</li><li>Follow company policies and procedures to ensure compliance and consistency in customer service delivery.</li><li>Identify opportunities for process improvements to enhance the customer experience.</li></ul><p><br></p>
<p>We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Eagan, Minnesota. In this role, you will play a key part in ensuring customer satisfaction by addressing inquiries, managing logistics, and providing efficient support. Your attention to detail and ability to multitask will support the smooth flow of operations, from coordinating shipments and receiving deliveries to maintaining accurate records and facilitating essential communications. This is an excellent opportunity to contribute to a fun and dynamic industry. </p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and professionally to customer inquiries via phone, email, or other communication channels.</p><p>• Coordinate and manage logistics to ensure timely service delivery, including accurately tracking and documenting the weight of all inbound and outbound trucks.</p><p>• Perform general office tasks, including data entry and document management.</p><p>• Maintain accurate records of customer interactions and follow-ups.</p><p>• Communicate effectively with internal teams to resolve customer issues.</p><p>• Provide clear and concise information about services to customers.</p><p>• Monitor service requests and escalate issues when necessary.</p><p>• Support team members with administrative tasks to enhance overall efficiency.</p><p>• Ensure compliance with company policies and procedures during all customer interactions.</p>
We are looking for a highly motivated and independent Customer Support Specialist to join our team in Blaine, Minnesota. This long-term contract position requires a proactive and detail-oriented individual capable of managing high volumes of customer inquiries, scheduling installations efficiently, and maintaining organized workflows. The ideal candidate will possess strong administrative skills and a commitment to delivering exceptional customer service.<br><br>Responsibilities:<br>• Schedule installation appointments to ensure timely and efficient project completion.<br>• Monitor and manage pending installations, verifying product delivery and labor readiness.<br>• Oversee the installation pipeline, updating and closing jobs daily to maintain accuracy.<br>• Prepare installation crews by organizing all necessary paperwork and ensuring readiness for scheduled tasks.<br>• Assign installation crews to projects based on their relevant experience and expertise.<br>• Maintain inventory records and provide timely updates on product arrivals to stakeholders.<br>• Address and resolve customer concerns to uphold high satisfaction levels.<br>• Process payments and manage funding for completed jobs in compliance with company standards.<br>• Utilize industry-specific software, including Microsoft Dynamics CRM, to manage operations and data effectively.<br>• Perform additional administrative duties as required to support team goals.
We are looking for an Operations Specialist to join our team in Minneapolis, Minnesota, on a Contract to permanent employment basis. In this role, you will play a critical part in ensuring smooth operations by managing transportation logistics, coordinating schedules, and supporting various organizational activities. This position offers an excellent opportunity to contribute to a non-profit environment while developing your skills in customer service and operational management.<br><br>Responsibilities:<br>• Coordinate transportation arrangements for field trips, sporting events, and other activities, including working with internal drivers or third-party services.<br>• Monitor and confirm daily transportation schedules to ensure timely departures and arrivals.<br>• Serve as the primary point of contact for resolving logistical issues that arise during operations.<br>• Support the athletic department and other teams with event planning and execution.<br>• Handle multiple priorities effectively, ensuring all tasks are completed within designated timelines.<br>• Communicate proactively with team members to provide updates and address concerns.<br>• Utilize Google Suite tools to manage schedules, track tasks, and maintain accurate records.<br>• Collaborate closely with organizational staff to streamline processes and improve efficiency.<br>• Respond to inquiries and provide exceptional customer service to internal and external stakeholders.<br>• Assist with data processing and reporting to support operational decision-making.
<p>We are seeking a Licensing Coordinator for a role based in Monticello, Minnesota. This onsite role offers a contract to hire employment opportunity.</p><p><br></p><p>The objective of this role is to ensure the agent contracting process is as smooth and efficient as possible for our agents from start to finish. As a licensing specialist, you will execute professionalism while providing top notch customer service and work to find and create efficiencies<em>. </em>This is an amazing opportunity to join our team in a much-needed position. </p><p> </p><p>Whether you are familiar with the insurance background or not, your enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate. </p><p>We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><ul><li>Generate and process contracting applications and other required forms for submission on all new and existing agents and agencies within Simplicity.</li><li>Completes routine follow-up on submitted agent contracting paperwork to ensure proper processing.</li><li>Assist with agent updates, contract changes, while proactively looking for ways to streamline the process to make it as smooth as possible for the agent.</li><li>Applies sound insurance knowledge regarding products and services, troubleshooting issues, and working to resolve in the quickest and most efficient way to best meet agent needs.</li><li>Provide professional correspondence via email and phone</li><li>Work efficiently to meet all service level agreements</li><li>Understand carrier workflows and maneuver carrier websites</li><li>Work closely with team members to meet common goals and assist when able</li></ul><p> </p><p><strong>Qualifications / Requirements: </strong></p><ul><li>Minimum of a High school diploma / GED </li><li>Strong computer skills; able to type 50+ words per minute </li><li>Proficiency in Microsoft Office (Word, Excel) </li><li>Experience with G Suite and Salesforce preferred, not required</li><li>Experience in related position preferred, not required</li></ul><p><strong> </strong></p><p><strong>Core Competencies:</strong></p><ul><li>Ability to provide exceptional customer service</li><li>Effective time management skills</li><li>Ability to prioritize and multitask in a fast-paced environment, and utilize multiple programs simultaneously</li><li>Capable of working both independently and in a team environment</li><li>Excellent organizational skills, attention to detail is a must</li><li>Ability to react to change in a productive and positive manner</li></ul><p><br></p><p><br></p><p><br></p><ul><li>Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <u>roberthalf.gobenefits.net</u> for more information.</li></ul>
<p>Robert Half in Minneapolis is seeking an Accounts Payable Specialist! The Accounts Payable Specialist will be expected to handle high volume matching, batching and coding invoices. Other responsibilities include processing expense reports, updating and reconciling sub-ledger to the general ledger and processing checks. </p>
<p>We are looking for an organized and personable Medical Front Desk Specialist to join our team on a contract basis. This position is based in Woodbury, Minnesota, and offers an opportunity to support patients in a healthcare setting. The ideal candidate will excel in patient reception, scheduling, and administrative tasks, ensuring a seamless experience for both patients and staff.</p><p><br></p><p>Responsibilities:</p><p>• Welcome patients and visitors with a warm and attentive demeanor, ensuring they feel supported during their visit.</p><p>• Manage patient check-in and check-out processes while adhering to established protocols.</p><p>• Assist patients in completing necessary forms and updating demographic information as needed.</p><p>• Provide clear and accurate information about appointments, services, and clinic policies.</p><p>• Schedule new and follow-up appointments to optimize provider availability and clinic workflow.</p><p>• Confirm appointments, send reminders, and handle cancellations or no-shows efficiently.</p><p>• Verify insurance details and collect payments, including co-pays, deductibles, and outstanding balances.</p><p>• Maintain detailed financial records, process payments, and issue receipts to patients.</p><p>• Organize and update electronic health records by scanning and uploading documents.</p><p>• Ensure the front desk and waiting area are clean, organized, and welcoming for all visitors.</p>
We are looking for a skilled Accounts Receivable Analyst to join our team in Minneapolis, Minnesota. This long-term contract position offers the opportunity to work with a dynamic team in the service industry, focusing on customer payment solutions and account management. The ideal candidate will play a critical role in ensuring timely collections, resolving payment barriers, and maintaining positive customer relationships.<br><br>Responsibilities:<br>• Manage assigned past-due accounts by adhering to established collections policies and procedures.<br>• Investigate and resolve payment barriers by coordinating with customers and internal teams to address invoicing issues, payment methods, or account discrepancies.<br>• Conduct thorough research of delinquent accounts, collaborating with internal teams to resolve customer claims.<br>• Identify root causes of non-payment and determine appropriate actions to resolve issues effectively.<br>• Utilize customer service tools and systems to respond promptly to inquiries, troubleshoot problems, and provide educational guidance.<br>• Document customer interactions, findings, and progress in Salesforce or VersaPay platforms.<br>• Communicate clearly and accurately with customers and internal stakeholders, providing regular updates and closing communication loops.<br>• Escalate complex cases to appropriate teams or individuals and provide proactive follow-up for resolution.<br>• Build and maintain strong relationships with internal and external partners to enhance collaboration and problem-solving.<br>• Continuously learn and apply knowledge of business processes to achieve organizational and individual goals.
<p>We are looking for a skilled Planning Specialist to manage distribution and fulfillment processes for Animal Nutrition products. In this role, you will ensure that finished goods are delivered to the correct locations efficiently, utilizing forecasts and collaborating with cross-functional teams. This is a long-term contract position based in Shoreview, Minnesota, offering the opportunity to work in a dynamic environment and contribute to supply chain optimization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee distribution and shipping processes for finished goods within the Animal Nutrition feed network.</p><p>• Develop and implement inventory strategies to ensure proper deployment and fulfillment of customer demand.</p><p>• Collaborate with supply chain partners to address inventory discrepancies, such as gaps or overages.</p><p>• Analyze data trends to optimize inventory management and reduce aging stock or shortages.</p><p>• Continuously improve deployment processes to enhance customer satisfaction and fulfillment metrics.</p><p>• Coordinate shipments with transportation teams and vendor partners, managing dry van and rail logistics.</p><p>• Adjust safety stock levels based on business requirements and forecasted demand.</p><p>• Communicate effectively with customer service, warehousing, manufacturing, and planning teams to align supply chain operations.</p><p>• Conduct problem-solving activities to resolve issues in inventory and supply chain coordination.</p><p>• Track and monitor shipments to ensure timely delivery and address potential delays proactively.</p>
We are looking for an experienced Procurement Specialist to join our team on a contract basis in Bloomington, Minnesota. In this role, you will play a critical part in managing procurement operations, ensuring accuracy in purchasing processes, and maintaining strong supplier relationships. This is an excellent opportunity to contribute to a fast-paced environment within a dynamic industry.<br><br>Responsibilities:<br>• Upload legacy contracts into the Coupa repository to ensure proper documentation.<br>• Confirm purchase orders and monitor their progress to guarantee timely delivery.<br>• Investigate and resolve invoice discrepancies related to procurement activities.<br>• Extract e-quotes from company systems and integrate them into procurement workflows.<br>• Review and assist with requisitions requiring supplier information in Coupa.<br>• Facilitate smooth communication with suppliers to address order-related concerns.<br>• Maintain accurate records of procurement activities for compliance and tracking purposes.<br>• Support high-volume data entry tasks to ensure procurement systems are up-to-date.<br>• Collaborate with internal teams to streamline procurement processes and improve efficiency.
We are looking for a detail-oriented Collections Specialist to join our team in Eagan, Minnesota. In this contract role, you will play a key part in managing financial transactions and ensuring accurate payment collections from both commercial and consumer accounts. Your expertise in credit and billing processes will contribute to maintaining strong relationships and financial stability.<br><br>Responsibilities:<br>• Oversee the collection of payments from commercial and consumer clients, ensuring timely and accurate processing.<br>• Implement effective strategies to manage overdue accounts and reduce outstanding balances.<br>• Analyze credit histories and payment trends to support informed decision-making.<br>• Collaborate with internal teams to resolve billing discrepancies and streamline collection processes.<br>• Maintain detailed records of payment activities and account statuses for reporting purposes.<br>• Communicate professionally with clients to address payment issues and negotiate resolutions.<br>• Ensure compliance with company policies and legal regulations throughout collection activities.<br>• Provide recommendations for improving collection methods and reducing operational inefficiencies.
<p>We are looking for a detail-oriented Sales Support team member to join our client in the south metro, Minnesota area. In this long-term contract position, you will play a vital role in assisting the sales team by managing administrative tasks, maintaining customer relationships, and ensuring seamless sales operations. This role offers an excellent opportunity to contribute to the success of a dynamic and collaborative environment. Responsibilities:</p><ul><li>Provide post-sales support to ensure customer satisfaction and resolve issues promptly.</li><li>Assist with inbound and outbound sales activities, including responding to inquiries and reaching out to potential clients.</li><li>Prepare accurate and timely quotes for customers based on their specific requirements.</li><li>Manage order entry processes and ensure all records are updated and maintained accurately.</li><li>Collaborate with the sales team to support operations and projects.</li><li>Utilize Microsoft Word, Excel, and Outlook to create reports, manage schedules, and communicate effectively.</li><li>Monitor and maintain the organization of sales-related documentation and infrastructure.</li><li>Identify opportunities to enhance customer experience and drive sales efficiency.</li><li>Contribute to the continuous improvement of sales procedures and processes.</li><li>Support the team in navigating and leveraging data center environments effectively.</li></ul>
<p>This position will act as the key liaison between our client's residential and commercial clients and the service department, ensuring seamless communication and exceptional service delivery. Ideal candidate thrives in a dynamic environment, excels at managing schedules, and takes pride in maintaining accurate records while providing top-notch client support.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and confirm service appointments with both residential and commercial clients, addressing rescheduling needs as required.</p><p>• Maintain accurate client records, including service histories and invoices, using the designated CRM system.</p><p>• Monitor service completion and ensure all work orders and client information are properly documented and organized.</p><p>• Collaborate with the service team to relay client requests and ensure timely responses.</p><p>• Assist with managing accounts receivable for clients with overdue balances.</p><p>• Identify opportunities for process improvement in scheduling and client communication workflows.</p><p>• Professionally handle incoming calls and promptly respond to client inquiries.</p><p>• Draft and distribute newsletters, industry updates, and other client communications to keep clients informed.</p><p>• Perform additional administrative tasks and support service coordination as needed.</p>
We are looking for an Accounts Receivable Representative to join our team in Minneapolis, Minnesota. In this role, you will handle a variety of financial tasks, including managing invoices, processing payments, and addressing customer inquiries. This is a long-term contract position offering an excellent opportunity to develop your accounting expertise.<br><br>Responsibilities:<br>• Manage customer accounts by processing payments and resolving discrepancies efficiently.<br>• Address inbound calls and provide attentive assistance to customer inquiries.<br>• Generate and review invoices to ensure accuracy and proper documentation.<br>• Utilize Microsoft Office Suite and accounting software to maintain financial records.<br>• Collaborate with clients to resolve overdrafts and payment issues.<br>• Monitor accounts receivable balances and ensure timely collections.<br>• Communicate effectively with internal and external stakeholders to address concerns.<br>• Perform check processing and reconcile transactions to maintain accurate accounts.<br>• Assist in improving processes related to accounts receivable functions.<br>• Maintain a meticulous approach while handling sensitive financial information.
<p>We are looking for a Front Desk Coordinator to join our client in the south metro, Minnesota metro. In this role, you will serve as the first point of contact for clients and visitors, providing exceptional customer service while ensuring smooth front desk operations. This is a long-term contract position, offering the opportunity to contribute to a dynamic and detail-oriented environment. Responsibilities:</p><ul><li>Greet and assist visitors and clients in a detail-oriented and welcoming manner.</li><li>Handle incoming calls using a multi-line phone system and direct them appropriately.</li><li>Manage scheduling and appointment coordination with accuracy and efficiency.</li><li>Maintain organized records and files to ensure easy access to important documents.</li><li>Perform data entry tasks with attention to detail and accuracy.</li><li>Provide administrative support to the team, including document preparation and correspondence.</li><li>Ensure the front desk area remains tidy and presentable at all times.</li><li>Address client inquiries and resolve issues promptly and effectively.</li><li>Collaborate with team members to support overall office operations.</li></ul>
<p>We currently have a contract opening for an intelligent, highly-skilled Receptionist in a growing company. This established and recognized company offers a hands-on work environment with fulfilling challenges. Are you a skilled professional who can balance multiple tasks at the same time? Then this Receptionist position is the role for you. Major responsibilities:</p><ul><li>Oversee various office files and provide general office filing support</li><li>Catalog, review, and dole out incoming mail according to specified procedures</li><li>Put in orders for office and kitchen supplies</li><li>Route all incoming phone calls to the appropriate individuals</li><li>Perpetuate a number of different office filing processes and offer general office filing support</li><li>Create a welcoming environment for visitors</li><li>Aid other administrative staff with support overflow work, including word processing, data entry and Internet research tasks</li></ul>
<p>We are seeking a dynamic Front Desk Coordinator to join our team in Eagan, Minnesota. This contract position is an excellent opportunity for someone who thrives in a fast-paced environment and takes pride in delivering outstanding customer service. As the first point of contact, you will play a pivotal role in creating a welcoming atmosphere for clients and visitors, handling inquiries, and coordinating office activities with professionalism and efficiency. If you excel at multitasking, have strong organizational skills, and enjoy building positive relationships with others, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist visitors in a friendly and detail-oriented manner.</p><p>• Communicate effectively with clients and team members, ensuring clarity and a high level of attention to detail.</p><p>• Effectively operate the switchboard, promptly managing all incoming inquiries while consistently providing exceptional customer service.</p><p>• Receive, organize, and distribute mail in accordance with established procedures.</p><p>• Keep office files organized and manage general filing tasks.</p><p>• Monitor and order office and kitchen supplies to maintain inventory levels.</p><p>• Provide overflow support for administrative tasks such as word processing, data entry, and online research.</p><p>• Answer and direct incoming calls, ensuring accurate message delivery.</p><p>• Utilize Microsoft Teams and other tools to support communication and coordination.</p><p><br></p>
<p><strong>Join an industry leader!</strong> Our manufacturing client is seeking a highly skilled <strong>Litigation Paralegal</strong> to transition to an exciting <strong>in-house role</strong>. You will be a crucial part of the legal team, managing complex matters and contributing directly to business success.</p><p><br></p><p>Responsibilities:</p><p>• Manage claims and lawsuits related to specific business units or product lines, gaining expertise in particular areas.</p><p>• Collaborate with internal teams to gather necessary information and provide updates on litigation progress.</p><p>• Partner with insurance providers and adjustors to address claims effectively.</p><p>• Collect, analyze, and organize internal and external documents required for legal proceedings.</p><p>• Coordinate with outside counsel, witnesses, and experts while aligning with the Legal Manager and Assistant General Counsel.</p><p>• Negotiate settlements and prepare relevant documentation, such as response letters, agreements, and releases.</p><p>• Draft responses to inquiries from federal, state, and local agencies.</p><p>• Assist with various legal projects based on the department's needs.</p><p>• Maintain meticulous records and ensure compliance with legal standards.</p><p>• Support the litigation team in trial preparation and case management activities.</p>
<p>The Receptionist will serve as the first point of contact for visitors and callers, providing a warm and professional welcome to all. This role requires excellent communication and interpersonal skills, a high level of organization, and the ability to handle multiple tasks efficiently. The ideal candidate will be personable, detail-oriented, and capable of creating a positive first impression.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and friendly manner.</li><li>Answer and direct phone calls to the appropriate staff members.</li><li>Manage the reception area, ensuring it is clean, organized, and presentable.</li><li>Receive and distribute mail, packages, and deliveries.</li><li>Assist with scheduling appointments and meetings.</li><li>Maintain visitor logs and issue visitor badges.</li><li>Provide general administrative support, including data entry, filing, and photocopying.</li><li>Respond to inquiries and provide information about the company.</li><li>Assist with special projects and other duties as assigned.</li></ul><p><br></p>
<p>We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain effective relationships with clients to facilitate smooth account management.</p><p>• Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion.</p><p>• Handle various client service tasks, including account transfers, asset movements, and responding to service requests.</p><p>• Stay updated on custodial operations, procedures, and industry standards.</p><p>• Coordinate onboarding activities for new clients to ensure a seamless transition.</p><p>• Schedule and prepare advisors for meetings with clients and prospects.</p><p>• Address client inquiries, resolve service issues, and escalate concerns when needed.</p><p>• Prepare and distribute performance reports to clients in a timely manner.</p><p>• Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records.</p><p><br></p>
