<p>Our client in the property management sector is seeking a proactive Customer Service Representative to deliver excellent support to tenants, owners, and vendors. This position is ideal for professionals who thrive in a fast-paced environment and are committed to providing outstanding service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to inquiries from tenants, property owners, and vendors via phone, email, and in person.</li><li>Resolve service requests and escalate issues appropriately to property managers.</li><li>Maintain accurate records of interactions and ensure client information is up to date.</li><li>Assist with lease questions, rent payment concerns, maintenance follow-ups, and general property-related issues.</li><li>Collaborate with team members to provide consistent, high-quality customer service.</li></ul><p><br></p>
<p>Our client in the property management sector is seeking a bilingual Spanish/English Customer Service Representative to deliver exceptional support to tenants, property owners, and vendors. This role is ideal for professionals who excel in communication, problem-solving, and thrive in a fast-paced, customer-focused environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to inquiries from tenants, owners, and vendors in both Spanish and English via phone, email, and in person.</li><li>Resolve service requests and escalate issues to property managers as needed.</li><li>Maintain accurate and up-to-date records of client interactions.</li><li>Address lease, rent, and maintenance concerns promptly and professionally.</li><li>Collaborate closely with team members to ensure excellent service delivery.</li></ul><p><br></p>
<p>A high-end hospitality and services company in Oceanside is hiring a <strong>Customer Service Representative</strong> to provide elevated service to clients, manage appointment scheduling, and support front-end operations. This position requires a polished, service-focused communicator who enjoys working with people and creating memorable guest experiences.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet clients, answer incoming calls, and manage high-volume scheduling</li><li>Handle billing questions, membership inquiries, and service upgrades</li><li>Provide knowledgeable recommendations based on client needs</li><li>Maintain accurate records of appointments, client profiles, and visit history</li><li>Resolve concerns quickly with tact, professionalism, and a hospitality-first mindset</li><li>Assist with front office presentation, light administrative duties, and coordination with management</li></ul>
<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><strong>Overview:</strong></p><p> Robert Half is seeking a Client Services Associate to support one of our insurance industry clients. This role is responsible for providing high-quality service to clients, ensuring policy accuracy, and supporting account management activities. This is an excellent opportunity for someone who is detail-oriented, communicates effectively, and enjoys working in a client-facing role.</p><p><strong>Key Duties & Responsibilities:</strong></p><ul><li>Respond to client inquiries and provide timely resolution to service requests.</li><li>Assist with processing policy updates, renewals, applications, endorsements, and other insurance documentation.</li><li>Coordinate with carriers and internal teams to verify coverage details, request quotes, and resolve account issues.</li><li>Maintain accurate client records and ensure all documentation complies with company and regulatory standards.</li><li>Support Account Managers with client follow-up, renewal preparation, and ongoing account maintenance.</li><li>Provide professional and courteous communication via phone, email, and written correspondence.</li></ul><p><br></p>
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Irvine, California. In this Contract to permanent position, you will play a critical role in ensuring customer satisfaction by addressing inquiries, resolving issues, and maintaining high standards of service. This role offers the opportunity to work in the dynamic Health Pharm/Biotech industry, contributing to meaningful solutions for occupational safety.<br><br>Responsibilities:<br>• Handle customer inquiries through various communication channels, including phone, email, and online platforms, ensuring prompt and attentive responses.<br>• Collaborate with internal departments to resolve customer issues effectively from start to finish, ensuring follow-ups are completed.<br>• Utilize multiple internal systems to manage orders, track shipments, and address customer concerns accurately.<br>• Provide feedback to management regarding service challenges and customer concerns to improve processes.<br>• Participate in special projects as assigned, contributing to team objectives and organizational goals.<br>• Process order entries, schedule appointments, and manage customer accounts with precision.<br>• Maintain accurate records of customer interactions and transactions, ensuring data integrity.<br>• Assist with troubleshooting and resolving issues related to product delivery, account setups, and other customer needs.<br>• Demonstrate flexibility by working overtime when requested to meet business demands.<br>• Support lean process improvement initiatives to enhance customer service efficiency.
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a mission-driven nonprofit organization to hire a <strong>Bilingual (Spanish/English) Customer Service Representative</strong>. This role is ideal for someone who is passionate about helping others, excels in communication, and thrives in a supportive, community-focused environment. You will play a key role in assisting clients, answering questions, and ensuring individuals receive the resources they need.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for clients and community members, providing support in both English and Spanish.</li><li>Respond to phone calls, emails, and walk-in inquiries with empathy and professionalism.</li><li>Provide information on programs, services, and eligibility requirements.</li><li>Assist clients with completing applications, forms, and navigating resources.</li><li>Maintain accurate documentation and update client records in the database.</li><li>Collaborate with internal teams to ensure seamless referrals and follow-up support.</li><li>Uphold the organization’s mission and commitment to providing equitable access to services.</li></ul><p><br></p>
<p><strong>About the Role:</strong></p><p> Robert Half is partnering with a reputable insurance firm seeking a Client Services Associate to support their growing team. This individual will work directly with clients and internal account managers to deliver high-quality service across various insurance products. The ideal candidate is customer-focused, organized, and comfortable managing a high volume of inquiries with accuracy and professionalism.</p><p><strong>Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for policyholders and assist with account inquiries by phone and email.</li><li>Support day-to-day service needs including policy changes, billing follow-up, claims status updates, and documentation requests.</li><li>Prepare and process policy documents, renewals, applications, endorsements, certificates of insurance, and related forms.</li><li>Maintain accurate account records and ensure all documentation meets compliance standards.</li><li>Partner closely with Account Managers and Producers to support client satisfaction and retention efforts.</li><li>Communicate with carriers to request policy information, obtain quotes, and help resolve service issues.</li><li>Track service requests and ensure timely follow-up and resolution.</li><li>Assist with onboarding new clients and supporting renewal cycles.</li></ul><p><br></p>
<p>Our client in San Diego is looking for a detail-oriented and personable Customer Service Representative to join their team. The ideal candidate excels in fast-paced environments, communicates effectively, and is committed to delivering excellent service to clients and customers.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries by phone, email, and in-person</li><li>Resolve issues promptly and professionally to ensure customer satisfaction</li><li>Accurately document interactions and update client records</li><li>Provide product, service, or account information as needed</li><li>Collaborate with team members to address challenging inquiries and requests</li><li>Assist with order processing, returns, and general administrative support</li><li>Support special projects and participate in training sessions as needed</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>
<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>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>
Position summary <br> The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other Williams Lea service lines as needed. <br> <br> Job qualifications <br> bull High school diploma or equivalent. <br> bull Minimum 1 year office services experience preferably in a legal banking or large corporate environment. <br> bull Skilled in the use of mail phone email digital reprographics and mail equipment. <br> bull Familiar with general back office procedures to meet and maintain client satisfaction. <br> bull Proven customer service skills are required in order to create maintain and enhance customer relationships. <br> bull Good written and verbal communication skills including detail oriented telephone and email etiquette. <br> bull Attention to detail with good organizational skills. <br> bull Must be able to meet deadlines and complete all projects in a timely manner. <br> bull Ability to handle sensitive and/or confidential documents and information. <br> bull Able to make independent decisions that conform to business needs and policy. <br> bull Good problem-solving skills with the ability and understanding of when to escalate a problem to a supervisory level. <br> bull Must work well in a team environment. <br> bull Must be able to interact effectively with multi-functional and diverse backgrounds. <br> bull Ability to work in a fast-paced environment. <br> bull Must be self-motivated with positive can-do attitude. <br> <br> Supervision <br> bull Number and titles of direct reports if any: n/a <br> bull Received: Lead Office Services Associate Supervisor Manager Director <br> <br> Job relationships <br> bull Internal: This position works closely with the Office Services team <br> bull External: Clients <br> <br> Job duties <br> * denotes an essential function <br> bull *Utilize appropriate logs for all office services work. <br> bull *Ensure that job tickets are properly filled out before beginning work. <br> bull *Perform work in office services primarily reprographics mail and intake functions according to established procedures. <br> bull *Follow procedures to run jobs in proper order. <br> bull *Communicate with supervisor or client on job or deadline issues. <br> bull *Meet contracted deadlines for accepting completing and delivering all work. <br> bull *Troubleshoot basic equipment problems. <br> bull Be able to lift up to 50 lbs. on a regular basis. <br> bull Prioritize workflow. <br> bull Performs Quality Assurance on own and work of others. <br> bull Load machines with various paper toner supplies. <br> bull Answer telephone emails and place service calls when needed. <br> bull Interact with clients in person over the phone or electronically. <br> bull Adhere to Williams Lea policies in addition to client site policies. <br> bull Use equipment and supplies in a cost-efficient manner. <br> <br> Working condit...
<p><strong>Overview</strong></p><p>Our client, a reputable fire protection company in San Diego, is seeking a highly organized and detail-oriented Service Coordinator to support their service operations. This role is essential in ensuring administrative accuracy, maintaining compliance, and providing excellent support to both internal teams and customers. The ideal candidate has a strong administrative background, exceptional attention to detail, and the ability to thrive in a fast-paced service environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, process, and send customer invoices with accuracy and timeliness.</li><li>Review and verify service paperwork to ensure all documents meet company and industry standards.</li><li>Monitor service data to ensure all billing processes are completed correctly and efficiently.</li><li>Confirm compliance by reviewing alarm reports, inspection notes, and related documentation.</li><li>Upload reports to compliance management platforms.</li><li>Distribute essential service documents and follow-up paperwork to customers.</li><li>Maintain organized electronic and physical records to support streamlined operations.</li><li>Collaborate closely with technicians, service managers, and administrative staff to resolve service-related issues.</li><li>Communicate effectively with internal stakeholders and external clients to support smooth service workflows.</li><li>Take on additional administrative or service-related duties as needed.</li></ul><p><br></p>
<p>A mid-sized manufacturing and distribution company in Vista is seeking a <strong>Customer Service Representative</strong> to support order processing, client communication, and coordination with internal departments. This role is ideal for someone who enjoys problem-solving, tracking information, and helping customers receive accurate and timely updates.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Serve as the first point of contact for customer inquiries regarding orders, shipments, and product availability</li><li>Process purchase orders, confirm details, and follow through until delivery</li><li>Communicate with logistics, production, and warehouse teams to ensure accurate timelines</li><li>Maintain CRM and ERP data, ensuring clean and updated information</li><li>Resolve product issues, returns, or replacements with a positive and professional approach</li><li>Provide written communication via email and prepare order-related documents</li></ul>
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a growing automotive company to hire a Customer Service Representative. This role is ideal for someone who enjoys helping customers, solving problems, and working in a fast-paced environment. If you are personable, organized, and enjoy being part of a team that values high-quality service, we want to hear from you.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for customer inquiries via phone, email, and in-person interactions.</li><li>Provide product and service information, troubleshoot issues, and ensure customer satisfaction.</li><li>Process orders, schedule service appointments, and update customer records in the internal system.</li><li>Collaborate with internal teams such as sales, service, and logistics to support customer needs.</li><li>Maintain a professional and friendly demeanor while resolving concerns efficiently.</li><li>Ensure compliance with company policies and procedures.</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Costa Mesa, California. In this role, you will provide exceptional support to customers by addressing inquiries, resolving issues, and assisting with navigating our website and related tools. This is a Contract-to-Permanent position, offering an excellent opportunity for growth and long-term employment.<br><br>Responsibilities:<br>• Respond to a high volume of inbound customer calls daily, ensuring all inquiries are addressed promptly and professionally.<br>• Assist customers with navigating the company website, including locating specific information and troubleshooting login issues.<br>• Provide guidance to users experiencing challenges with new system features or updates.<br>• Maintain accurate records of customer interactions and resolutions using CRM tools.<br>• Collaborate with internal teams to escalate and resolve complex issues efficiently.<br>• Offer exceptional service to enhance customer satisfaction and build long-term relationships.<br>• Utilize Office Suite tools to document and manage customer data effectively.<br>• Stay updated on product knowledge and company processes to provide accurate information.<br>• Handle customer concerns with patience and professionalism, ensuring a positive experience.
<p>The Staff Accountant will play an essential role in supporting the Operations Department by overseeing project financials and contributing to the company’s overall success. This role requires a detail-oriented, proactive detail oriented with a strong focus on customer service, time management, and effective communication. The ideal candidate thrives in a deadline-driven environment, demonstrates sound judgment, and exhibits a high degree of reliability and professionalism. The position also requires the ability to collaborate with top-performing colleagues who manage heavy workloads and competing priorities. Success in this environment calls for persistence, adaptability, and compassion when working with others to secure the information and resources needed to move projects forward. In addition to a competitive base salary, this position is eligible for an annual discretionary bonus, based on individual and company performance. This role is best suited for someone who thrives in a culture that values accountability, mutual respect, and forward momentum. This role will perform the responsibilities generally described below, as well as any additional duties as needed to support the overall objectives of the company.</p><p><br></p><p>Responsibilities </p><p>• Financial Analysis: Monitor project financial performance by tracking costs, revenue, and profitability. Analyze variances and provide insights to project teams for cost optimization. </p><p>• Cost Control & Expense Management: Monitor and review project costs and expenses to ensure alignment with budgets and company policies. Identify variances or overruns, resolve discrepancies, and recommend corrective actions to keep projects on track.</p><p>• Financial Reporting: Prepare and distribute regular financial reports to project managers and/or senior management, highlighting key financial metrics and project status as instructed.</p><p>• Invoicing & Billing: Generate accurate and timely invoices to clients, ensuring compliance with contract terms and billing schedules. </p><p>• Accounts Receivable: Monitor and follow up on accounts receivable to ensure timely payment from clients. Resolve any billing discrepancies or issues.</p><p> • Accounts Payable: Reconcile client payments with subcontractor expenses and ensure timely, accurate disbursements. </p><p>• Project Closeout: Assist Project Managers with finalizing financial closeout documentation and system updates. </p><p>• Compliance: Ensure that all financial activities adhere to relevant financial regulations and company policies, and that all system data input is accurate and timely.</p>
<p><strong>About the Organization</strong></p><p>Our client is a mission-driven nonprofit dedicated to providing critical resources, support, and advocacy for individuals and families in need. They are seeking a<strong> Customer Service Representative</strong> who is passionate about social services and committed to making a difference in the community.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Bilingual Customer Service Representative will serve as the first point of contact for individuals seeking assistance. This role requires handling a high volume of inbound calls with empathy, professionalism, and efficiency. The ideal candidate thrives in a fast-paced environment, is fluent in English and Spanish, and has a strong desire to contribute to meaningful work in the nonprofit sector.</p><p><br></p><p><strong>After the initial 6 months onsite, the position transitions to a hybrid work model (3 days remote, 2 days onsite). </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to a high volume of inbound calls, providing information, resources, and referrals in both English and Spanish.</li><li>Actively listen to callers, assess needs, and provide compassionate, solution-focused support.</li><li>Accurately document client interactions and update case records in the internal database.</li><li>Maintain knowledge of community programs, services, and eligibility requirements.</li><li>Collaborate with team members to ensure clients receive timely and effective assistance.</li><li>Uphold confidentiality and adhere to organizational policies and compliance standards.</li></ul><p><br></p>
Duties/Responsibilities:<br>• Establishes internal controls and guidelines for accounting transactions.<br>• Prepares and runs all payroll operation, including regualr and additional payrolls <br>• Oversees the production of periodic financial reports; ensures that the reported results comply with US GAAP, and prepares consolidated financial reporting for HQ. Responsible for managing chart of accounts/business units and running year end process.<br>• Ensures timely completion of all account reconciliations.<br>• Responsible for tax planning throughout the fiscal year; files annual corporate tax return. Responsible for Sales and Use Tax filing to States in a monthly, quarterly, or annual basis.<br>• Audits accounts to ensure compliance with state and federal regulations; coordinates with outside auditors and provides needed information for the annual external audit.<br>• Ensures compliance with local, state, and federal government requirements.<br>• Oversees ship & debit (rebate program) to ensure accurate processing and accounting.<br>• Reviews and approves outgoing payments.<br>• Oversight of the accounts receivable function, including aging and credit terms.<br>• Responsible for preparing internal commission and offshore commission.<br>• Provides training, guidance, and support to Staff Accountant and Associate Accountant.<br>• Optimizes accounting systems and workflows.<br>• Provide financial insights to leadership for decision-making.<br>• Performs other related duties as necessary or assigned.<br><br>Required Skills/Abilities: <br>• Achievement Focus - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.<br>• Communications - Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods.<br>• Managing Customer Focus - Develops new approaches to meeting customer needs. Establishes customer service standards. Monitors customer satisfaction. Promotes customer focus. Provides training in customer service delivery.<br>• Managing People - Develops subordinates' skills and encourages growth. Includes subordinates in planning. Makes self-available to subordinates. Provides direction and gains compliance. Provides regular performance feedback. Takes responsibility for subordinates' activities.<br>• Planning and Organization - Integrates changes smoothly. Plans for additional resources. Prioritizes and plans work activities. Sets goals and objectives. Uses time efficiently. Works in an organized manner.<br>• Problem Solving - Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.<br>• Kowledge of U.S. GAAP.<br>• Profeiciency with SAP.
<p>Join our non-profit team as a Call Center Agent and help drive exceptional customer service experiences. As part of our customer support function, you’ll play a vital role in addressing caller inquiries, resolving issues, and contributing to overall customer satisfaction.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle inbound and outbound calls with professionalism and efficiency</li><li>Resolve customer questions, complaints, or service requests.</li><li>Document call information and maintain accurate records.</li><li>Collaborate with team members to ensure seamless operations.</li><li>Uphold data privacy and security standards within all interactions.</li><li>Leverage call center technologies to improve time to resolution and enhance customer experiences </li></ul><p><br></p>
<p>Join our team as a <strong>Bilingual Spanish</strong> Customer Experience Specialist! Bring your language skills and passion for service to a dynamic role, helping us deliver outstanding support to every customer and community member.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide personalized service to customers via phone, email, and chat, communicating fluently in both Spanish and English.</li><li>Resolve inquiries, troubleshoot issues, and answer questions about products or services.</li><li>Document all customer interactions promptly and accurately.</li><li>Collaborate with other team members to continuously improve the customer experience.</li><li>Uphold company standards for quality, integrity, and inclusivity.</li></ul><p><br></p>
We are looking for a dedicated Customer Success Specialist to join our team in Carlsbad, California. In this contract position, you will play a key role in ensuring our members have a seamless experience by addressing their inquiries and providing exceptional support. Your expertise in customer service and technology will be vital in resolving issues and maintaining accurate data.<br><br>Responsibilities:<br>• Develop a deep understanding of membership benefits, the organization’s dashboard, event attendees, and related activities.<br>• Respond promptly and effectively to member inquiries regarding event registration.<br>• Provide accurate and timely follow-up to resolve member questions or concerns.<br>• Ensure all data and information within the organization’s system are consistently updated and accurate.<br>• Offer on-site registration assistance during scheduled events.<br>• Diagnose and troubleshoot issues related to the organization's dashboard, resolving bugs and system errors.<br>• Report identified bugs to the technology team using the designated tracking tool and collaborate with developers to address concerns.
<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>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>
