<p><em>The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p> </p><p>You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>
<p>We are looking for a Customer Service Representative to support refund application processing and provide responsive assistance to property owners in South Holland, Illinois. This Long-term Contract opportunity combines high-volume administrative review with direct customer interaction, requiring strong organization, accuracy, and professionalism. The person in this role will help ensure submissions meet program standards while guiding applicants through each step of the process.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate refund submissions to confirm all required information, supporting records, and eligibility details are present before moving applications forward.</p><p>• Assist property owners by answering questions, explaining documentation expectations, and helping them complete and submit applications correctly.</p><p>• Record application activity in the processing system, including review notes, status updates, and assigned tracking numbers for each case.</p><p>• Manage a personal workload queue efficiently, balancing timeliness and accuracy to meet daily and weekly production goals.</p><p>• Perform independent reviews as part of a two-step verification process before routing completed files for supervisory approval.</p><p>• Identify incomplete, inconsistent, or questionable submissions and initiate follow-up or escalation when additional review is needed.</p><p>• Maintain organized digital files and accurate data entry so application materials are properly documented and easy to retrieve.</p><p>• Handle inbound and outbound communication with applicants regarding submission status, missing items, and next steps in the review process.</p><p>• Follow established program rules, confidentiality standards, and quality controls while reporting unusual activity or potential fraud concerns to leadership.</p><p><br></p><p>The salary range for this position is $19 to $20/hr. 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 Robert Half Benefits Website for more information. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster</p>
We are looking for a Customer Service Representative to support credit union members from our Illinois location in a fast-paced inbound contact center environment. This is a contract opportunity with the potential to become permanent for someone who brings professionalism, dependability, and a service-first approach to every interaction. The person in this role will help members with account-related questions, explain available products and services, and contribute to a positive experience during a period of increased member activity.<br><br>Responsibilities:<br>• Respond to incoming calls from credit union members and provide accurate, courteous assistance with routine account and service inquiries.<br>• Guide members through questions related to balances, account activity, and available financial products while maintaining a calm and supportive tone.<br>• Deliver thoughtful service to a diverse member base, including individuals who may require extra patience and clear communication.<br>• Navigate multiple screens and internal applications efficiently to research information, document interactions, and complete service tasks.<br>• Maintain detailed and accurate records of member conversations and follow established procedures for call handling and issue resolution.<br>• Support the team during elevated call volume by managing requests efficiently and helping ensure consistent member service levels.<br>• Participate fully in onboarding, orientation, and role-based training to build product knowledge and operational readiness.<br>• Work a schedule that includes weekday shifts and two Saturday mornings per month, with adjusted time during the week to remain within standard hours.
We are looking for a compassionate and detail-oriented Customer Service Representative to support energy assistance services for households in Wisconsin. This permanent contract opportunity is ideal for someone who enjoys guiding people through application processes, explaining eligibility rules clearly, and delivering respectful service to individuals facing financial hardship. The role combines client interaction, documentation review, and data accuracy to help connect community members with essential support through a nonprofit organization.<br><br>Responsibilities:<br>• Meet with applicants to gather information, review supporting documents, and assess eligibility for energy assistance programs.<br>• Provide courteous and empathetic service when responding to questions from individuals and families seeking help.<br>• Walk clients through program guidelines, required paperwork, and application next steps in a clear and understandable manner.<br>• Record, update, and maintain applicant details accurately within internal systems and databases.<br>• Use basic calculations to verify income information, household size, and other eligibility-related factors.<br>• Coordinate with partner agencies and community resources to help address client needs and improve access to services.<br>• Support outreach activities by participating in local events and connecting with residents who may qualify for assistance.<br>• Assist a broad range of community members, including older adults, former service members, people with disabilities, and families with children, while protecting confidentiality and following program standards.
<p>We are looking for a Customer Service Representative to join a team in a contract-to-permanent capacity in Rosemont, IL. This position is ideal for someone who enjoys supporting customers, managing order-related activity, and keeping communication clear from initial request through final resolution. The role calls for strong attention to detail, a service-focused mindset, and the ability to coordinate effectively with internal partners to ensure a smooth customer experience.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming customer calls and messages, routing requests appropriately and providing prompt assistance.</p><p>• Enter customer orders with accuracy while confirming product information, quantities, and pricing details before submission.</p><p>• Follow each order through the fulfillment cycle and keep customers informed of progress, changes, or delays.</p><p>• Resolve questions and concerns related to order activity by researching issues and delivering timely updates.</p><p>• Work closely with internal order management and fulfillment teams to address problems and support efficient processing.</p><p>• Review order records to identify inconsistencies, investigate discrepancies, and help bring transactions to completion.</p><p>• Maintain clear documentation of customer interactions, recurring concerns, and resolution outcomes to support process improvements.</p><p>• Deliver attentive service throughout the full order lifecycle, ensuring customers receive consistent communication and support.</p>
We are looking for a compassionate and organized Customer Service Representative to support energy assistance programs for households in need in Wisconsin. This contract-to-permanent opportunity is ideal for someone who enjoys guiding people through application processes, explaining services clearly, and delivering thoughtful support in a nonprofit setting. In this permanent role, you will help determine eligibility, maintain accurate records, and serve as a helpful point of contact for community members seeking assistance.<br><br>Responsibilities:<br>• Conduct intake conversations with applicants, gather required records, and assess eligibility for available energy assistance services.<br>• Assist individuals and families by answering questions, providing courteous service, and explaining program steps in a clear and respectful manner.<br>• Enter, update, and maintain client information in databases and related systems with a high level of accuracy.<br>• Review household and income details, using basic calculations to support eligibility determinations and program documentation.<br>• Work closely with partner agencies and community resources to help address client needs and improve access to support.<br>• Take part in outreach activities and community events to increase awareness of available assistance programs.<br>• Provide responsive service to diverse populations, including older adults, veterans, people with disabilities, and families with children.<br>• Protect sensitive information and follow established policies, procedures, and confidentiality standards in daily work.