We are looking for a Client Operations Associate to support portfolio management activities and strengthen client relationships. This role requires a proactive individual with strong organizational skills to manage projects, oversee portfolio performance, and ensure seamless client communication. Based in Coronado, California, this position is ideal for someone with a passion for delivering exceptional service and driving operational excellence.<br><br>Responsibilities:<br>• Oversee portfolio performance and ensure alignment with client objectives.<br>• Provide consistent and clear communication to clients regarding portfolio updates and project progress.<br>• Manage project timelines, budgets, and deliverables within the Project Management Office framework.<br>• Coordinate and oversee change requests to ensure timely and accurate implementation.<br>• Collaborate with internal teams to optimize processes related to portfolio and collection management.<br>• Maintain compliance with FINRA regulations and ensure adherence to all industry standards.<br>• Identify and implement improvements to enhance operational efficiency and client satisfaction.<br>• Monitor and report on portfolio metrics to provide actionable insights.<br>• Support the development and execution of strategic initiatives to strengthen client relationships.<br>• Resolve client issues promptly and effectively, ensuring a positive experience.
<p>Robert Half is partnering with an <strong>established, family-owned construction-related company</strong> that works directly with <strong>subcontractors, builders, and sales teams</strong> to identify an <strong>Accounts Receivable / Credit & Collections Specialist</strong>. This position is open due to a retirement and offers long-term potential for the right candidate.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Apply and post <strong>high-volume construction-related payments</strong> including checks, ACH, and web payments (30–50/week)</li><li>Support <strong>credit review and collections</strong> for subcontractor and builder accounts</li><li>Assist with <strong>preliminary lien documentation and lien-related tracking</strong> as needed</li><li>Manage and monitor <strong>customer aging</strong> across multiple branches and regions</li><li>Prepare and maintain <strong>Excel-based AR schedules</strong> to reconcile balances across <strong>32 branches in 2 regions</strong></li><li>Handle <strong>construction collections</strong> primarily via email with periodic phone outreach</li><li>No collection calls on cash-on-delivery or cash-fill accounts</li><li>Assist with <strong>sales and use tax documentation</strong> as it relates to customer accounts and payment activity</li><li>Help prepare <strong>credit memos and chargebacks</strong> as needed (training provided)</li><li>Partner closely with internal teams including AR leadership and <strong>outside sales representatives</strong> (10–12 reps)</li><li><br></li></ul>
<p>This is not a traditional receptionist role. Our client is seeking a polished, bilingual <strong>Senior Front Office & Client Experience Coordinator</strong> to serve as the face, voice, and first impression of a busy, high-expectation environment. You’ll act as a gatekeeper, problem-solver, and relationship builder—supporting leadership, staff, and a diverse client base with professionalism and confidence.</p><p><br></p><p><strong>What You’ll Be Responsible For</strong></p><ul><li>Manage a high-volume, multi-line phone system with exceptional call control</li><li>Greet clients, vendors, and visitors with a warm yet professional presence</li><li>Serve as a bilingual liaison for Spanish-speaking clients, ensuring clarity and trust</li><li>Coordinate scheduling, calendars, meeting rooms, and visitor flow</li><li>Handle sensitive information with discretion and confidentiality</li><li>Resolve client concerns in real time and escalate when appropriate</li><li>Support administrative leadership with correspondence, reporting, and special projects</li><li>Maintain front office organization, supplies, and procedural consistency</li></ul>
<p>This is a classic, dependable front desk role ideal for someone who enjoys structure, routine, and being the go-to support person for daily office operations. The <strong>Receptionist / Administrative Support Associate</strong> plays a vital role in keeping the office running smoothly while delivering friendly, professional service to everyone who walks through the door.</p><p><br></p><p><strong>Key Duties</strong></p><ul><li>Answer and route incoming calls accurately and courteously</li><li>Welcome visitors and assist with basic inquiries</li><li>Manage incoming and outgoing mail and deliveries</li><li>Perform data entry, filing, and document preparation</li><li>Assist with scheduling and calendar coordination</li><li>Maintain cleanliness and organization of common areas</li><li>Support administrative staff with overflow tasks</li></ul>
<p>A well-established construction company in Escondido is seeking a proactive <strong>Collections Specialist</strong> to manage receivables for commercial and residential projects. This role plays a critical part in maintaining healthy cash flow while preserving positive relationships with clients, vendors, and project managers. The ideal candidate is confident, organized, and comfortable navigating lien waivers, progress billings, and contract-driven payment terms.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage a portfolio of active and past-due accounts</li><li>Follow up on unpaid invoices through phone calls, emails, and formal notices</li><li>Coordinate with project managers regarding billing status, change orders, and payment delays</li><li>Track lien releases, preliminary notices, and payment applications</li><li>Resolve billing discrepancies and short pays</li><li>Maintain detailed collection notes and documentation</li><li>Prepare aging reports and communicate risks to leadership</li><li>Support month-end close by reconciling AR balances</li><li>Maintain compliance with contractual and legal requirements</li></ul>
