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417 results for Bilingual Customer Service Representative in Html

Private Client Service Associate
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000.00 - 120000.00 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>&#128205; San Francisco, CA (Hybrid, 3 days/week in office)</p><p>&#127970; Respected Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
  • 2026-10-23T22:23:43Z
Collections Specialist
  • Madison, CT
  • onsite
  • Temporary / Contract
  • 23.00 - 28.00 USD / Hourly
  • <p>About the Role</p><p>Robert Half is seeking a professional and detail-oriented <strong>Collections Specialist</strong> for a contract opportunity with a nonprofit organization in Madison, Connecticut. This position is ideal for an individual with strong customer service, accounts receivable, and collections experience who enjoys working in a mission-driven environment.</p><p>The Collections Specialist will be responsible for managing outstanding balances, communicating with clients and funding sources, resolving billing discrepancies, and supporting the organization's revenue cycle and cash flow operations.</p><p>Responsibilities</p><ul><li>Monitor accounts receivable aging reports and identify outstanding balances</li><li>Contact clients, funding sources, and third-party payers regarding overdue accounts through phone, email, and written correspondence</li><li>Investigate and resolve billing discrepancies, payment issues, and account disputes</li><li>Maintain detailed collection notes and account records within the billing system</li><li>Process account adjustments, payment arrangements, and account reconciliations as appropriate</li><li>Collaborate with accounting and program staff to resolve outstanding receivables</li><li>Track collection activities and prepare aging and collections reports for management</li><li>Research unapplied payments and resolve outstanding account issues</li><li>Assist with month-end accounts receivable reconciliations</li><li>Ensure collection efforts comply with organizational policies and applicable regulations</li><li>Support special projects and administrative functions as needed</li></ul><p><br></p>
  • 2026-10-08T15:04:22Z
Receptionist
  • Exton, PA
  • onsite
  • Temporary to Hire
  • 21.00 - 21.00 USD / Hourly
  • <p>We are looking for an experienced and dependable <strong>Receptionist </strong>to support daily front-desk operations for an IT software organization in Exton, Pennsylvania. This contract-to-permanent opportunity is ideal for someone who enjoys creating a welcoming office environment while handling administrative tasks with accuracy and professionalism. The role offers a steady weekday schedule and the potential to transition into a long-term position based on business needs and performance.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Welcome visitors and staff in a detail-oriented manner, ensuring a positive first impression at the front desk.</p><p>• Answer and direct incoming calls, take accurate messages, and route inquiries to the appropriate team members.</p><p>• Perform data entry tasks with a high level of accuracy while maintaining organized administrative records.</p><p>• Use Microsoft Office applications, including Excel, to update logs, track information, and support routine office reporting.</p><p>• Coordinate general reception activities such as managing incoming deliveries, handling mail, and maintaining common office areas.</p><p>• Provide day-to-day administrative support to internal teams by assisting with scheduling, document preparation, and basic clerical tasks.</p>
  • 2026-10-26T15:28:45Z
Front Desk Coordinator
  • Carmel, IN
  • onsite
  • Temporary / Contract
  • 20.00 - 22.00 USD / Hourly
  • <p>We are looking for a Front Desk Coordinator to support daily front office activities and create a welcoming experience for visitors and staff in Indianapolis. This Contract position is ideal for someone who enjoys balancing customer-facing responsibilities with workplace coordination and administrative support. The role will help keep the reception area organized, ensure smooth day-to-day desk operations, and assist with meeting and event logistics.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Welcome guests, employees, and vendors in a courteous and detail-oriented manner and serve as the first point of contact at the front desk.</p><p>• Oversee daily reception activities, including answering inquiries, directing visitors, and maintaining an orderly check-in experience.</p><p>• Coordinate facility-related service requests and communicate with building support teams to help resolve workplace needs.</p><p>• Keep common areas, reception spaces, and shared rooms neat, organized, and ready for daily use.</p><p>• Arrange meeting spaces by preparing rooms, confirming schedules, and supporting onsite event coordination as needed.</p><p>• Manage front desk administrative tasks such as handling incoming communications, tracking visitors, and supporting general office operations.</p>
  • 2026-10-23T19:18:43Z
Collections Specialist
  • San Diego, CA
  • remote
  • Temporary / Contract
  • 28.50 - 32.00 USD / Hourly
  • We are looking for a detail-oriented Collections Specialist to support receivables management for a designated account portfolio in California. This Long-term Contract position is ideal for someone who can communicate effectively with customers, stay organized in a fast-moving environment, and adjust quickly when urgent priorities arise. The role focuses on reducing outstanding balances, maintaining accurate records, and partnering with internal teams to address overdue accounts effectively.<br><br>Responsibilities:<br>• Manage an assigned accounts receivable portfolio and drive timely payment collection through consistent outreach and follow-up.<br>• Handle both incoming customer inquiries and outbound collection calls to resolve past-due balances in a clear and organized manner.<br>• Record all collection efforts, customer interactions, and account updates with clear and accurate documentation.<br>• Review account details and examine customer agreements when additional research is needed to support collection activity.<br>• Carry out established procedures related to account support holds and service cancellations for overdue accounts.<br>• Prioritize daily workload effectively while responding to shifting business needs and time-sensitive assignments.<br>• Contribute to additional projects and operational tasks as requested by the team.
  • 2026-10-30T17:44:05Z
Client Service Associate - $4B+ AUM!
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 90000.00 - 115000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul><p><br></p>
  • 2026-10-27T01:48:46Z
Collections Specialist
  • Jericho, NY
  • remote
  • Temporary / Contract
  • 30.00 - 35.00 USD / Hourly
  • <p>Our client in Jericho, NY is seeking a detail-oriented <strong>Collections/Accounts Receivable Specialist</strong> on a <strong>temp-to-hire</strong> basis. This role will be responsible for managing customer accounts, following up on outstanding balances, applying payments, reconciling discrepancies, and supporting the overall accounts receivable process. The ideal candidate will have strong communication skills, a professional demeanor, and prior experience in collections and AR.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Monitor accounts receivable aging reports and follow up on past-due accounts</li><li>Contact customers by phone and email to collect outstanding balances</li><li>Research and resolve billing discrepancies, payment issues, and account questions</li><li>Post customer payments and maintain accurate account records</li><li>Reconcile AR accounts and prepare account status updates</li><li>Collaborate with internal departments to resolve invoicing or payment concerns</li><li>Maintain detailed collection notes and documentation</li><li>Assist with credit evaluations and account reviews as needed</li><li>Support month-end close activities related to receivables</li></ul><p><br></p>
  • 2026-10-30T20:48:45Z
Collections Specialist (B2B)
  • Cincinnati, OH
  • remote
  • Permanent / Full Time
  • 60000.00 - 67000.00 USD / Yearly
  • <p>Our client is seeking an experienced and motivated <strong>Collections Specialist (MUST HAVE Business-to-Business AR experience)</strong> to join their finance team. This individual will be responsible for managing overdue accounts, driving collection efforts, and helping improve cash flow while maintaining strong customer relationships. The ideal candidate will bring a strategic approach to collections, strong communication and negotiation skills, and the ability to work effectively in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage collection efforts for past-due accounts using account-specific strategies designed to maximize recovery.</li><li>Serve as the primary point of contact for customers with delinquent balances, maintaining professionalism and a customer-focused approach.</li><li>Review aging reports and account history to identify priority accounts and develop targeted follow-up plans.</li><li>Negotiate payment arrangements, settlements, and repayment plans in accordance with company guidelines.</li><li>Investigate and resolve billing issues, account disputes, and payment discrepancies in a timely manner.</li><li>Maintain accurate records of all collection activity, customer communication, and account updates within internal systems.</li><li>Monitor account status and escalate high-risk or unresolved delinquencies as appropriate.</li><li>Ensure all collection activities are conducted in compliance with applicable laws, regulations, and company policies.</li><li>Prepare reports related to collection activity, account aging, and recovery trends.</li><li>Identify and recommend process improvements to support stronger collection outcomes and operational efficiency.</li></ul>
  • 2026-10-22T16:13:47Z
Client Services Associate - REMOTE
  • San Mateo, CA
  • remote
  • Permanent / Full Time
  • 80000.00 - 95000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | REMOTE</strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role is offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-27T22:48:45Z
Receptionist – Front Desk, Visitor Experience & Office Suppo
  • Encinitas, CA
  • onsite
  • Temporary / Contract
  • 22.00 - 27.00 USD / Hourly
  • <p>First impressions matter, and this role is ideal for someone who enjoys creating a welcoming, organized, and professional office environment. A growing professional services firm is seeking a personable Receptionist to serve as the first point of contact for clients, visitors, and business partners. Beyond answering phones, this position offers the opportunity to support daily office operations and keep the team running smoothly.</p><p><strong>What You’ll Do:</strong></p><ul><li>Welcome visitors, clients, and vendors while maintaining a polished front-desk experience.</li><li>Answer incoming calls, direct inquiries, and relay messages promptly.</li><li>Manage conference room calendars and coordinate meeting logistics.</li><li>Handle incoming and outgoing mail, packages, and deliveries.</li><li>Maintain reception areas, office supplies, and shared spaces.</li><li>Assist with document preparation, scanning, filing, and data entry.</li><li>Coordinate visitor check-ins and notify employees of arrivals.</li><li>Provide administrative support to internal departments as needed.</li><li>Help organize office events, team meetings, and client visits.</li><li>Maintain accurate contact lists and other office records.</li></ul>
  • 2026-10-28T21:48:42Z
Receptionist
  • Elmira, NY
  • remote
  • Temporary / Contract
  • 19.00 - 20.00 USD / Hourly
  • <p>We are seeking a professional and friendly Receptionist to serve as the first point of contact for visitors, clients, and customers in Elmira, NY. The ideal candidate will possess excellent communication skills, strong attention to detail, and the ability to manage multiple responsibilities in a fast-paced office environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Greet and assist visitors in a courteous and professional manner</li><li>Answer and direct incoming phone calls</li><li>Manage calendars, meeting rooms, and appointments</li><li>Handle incoming and outgoing mail, packages, and deliveries</li><li>Maintain organized filing systems and accurate records</li><li>Perform data entry and general administrative support tasks</li><li>Respond to email inquiries and customer requests</li><li>Assist with office projects and other duties as assigned</li><li>Maintain a clean and organized reception area</li></ul><p><br></p>
  • 2026-10-27T13:34:07Z
Medical Billing/Claims/Collections
  • Plymouth, NH
  • onsite
  • Temporary / Contract
  • 20.00 - 21.00 USD / Hourly
  • We are looking for a detail-oriented Medical Billing/Claims/Collections specialist to support patient financial services for a healthcare organization in Laconia, New Hampshire. This Long-term Contract position focuses on accurate billing support, patient communication, and insurance-related account follow-up. The ideal candidate will be comfortable working directly with patients, handling payment discussions with professionalism, and helping maintain efficient front- and back-office administrative processes.<br><br>Responsibilities:<br>• Confirm insurance coverage details and accurately input billing data into the appropriate records and systems.<br>• Guide patients through intake documentation by reviewing forms with them and clarifying required information.<br>• Coordinate and submit internal service referrals to ensure follow-up care is processed correctly.<br>• Communicate with patients about account balances, insurance matters, and available payment arrangements.<br>• Establish structured payment plans and support collection efforts for overdue patient balances.<br>• Respond to patient questions related to billing statements, insurance claims, and account status.<br>• Maintain organized administrative documentation to support daily office and back-office operations.
  • 2026-11-04T13:14:04Z
Collections Specialist
  • Greenville, SC
  • onsite
  • Temporary to Hire
  • 22.00 - 25.00 USD / Hourly
  • <p>We are looking for a Collections Specialists! This position focuses on engaging consumers by phone, managing account follow-up activities, and helping drive timely payment resolution through clear, detail-oriented communication. You must be comfortable handling mid-high volume outbound and inbound calls, while maintaining accuracy, while staying in compliance of collection laws. The individual will need to be comfortable negotiating and working through payment options.</p><p><br></p><p>If you are someone you know have experience in collections and are looking for new opportunities, please review the job description below in FULL and submit your resume! </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Place a large volume of outbound calls to consumers to discuss past-due balances and secure payment commitments.</p><p>• Respond to inbound inquiries related to account status, payment options, and collection activity with clarity and courtesy.</p><p>• Review delinquent accounts, determine appropriate next steps, and document all interactions thoroughly in the appropriate systems.</p><p>• Escalate complex account situations as needed and collaborate with internal teams to support efficient resolution.</p><p>• Support operational updates or workflow changes, including system-related process adjustments, as assigned within the collections function.</p>
  • 2026-10-29T20:28:47Z
Receptionist
  • Dallas, TX
  • remote
  • Temporary / Contract
  • 20.00 - 25.00 USD / Hourly
  • <p>A growing organization is seeking a professional Receptionist to serve as the first point of contact for visitors, clients, and employees.</p><p><strong>Responsibilities:</strong></p><ul><li>Greet visitors and answer incoming calls</li><li>Manage calendars and conference room scheduling</li><li>Handle mail, shipments, and office correspondence</li><li>Maintain front office appearance and organization</li><li>Provide administrative support as needed</li></ul><p><br></p>
  • 2026-11-04T19:18:46Z
Receptionist
  • Honolulu, HI
  • onsite
  • Temporary / Contract
  • 22.00 - 24.00 USD / Hourly
  • <p>A busy automotive company is seeking a friendly and professional Receptionist to serve as the first point of contact for customers and visitors. The ideal candidate will have excellent communication skills and enjoy working in a fast-paced environment. This position requires onsite work, so Hawaii residents are preferred. To learn more or apply, call us at 808-531-0800.</p><p><br></p><p>Responsibilities:</p><ul><li>Answer and route high-volume phone calls</li><li>Welcome customers and visitors in a professional manner</li><li>Schedule appointments and maintain calendars</li><li>Manage incoming and outgoing correspondence</li><li>Assist with data entry and administrative tasks</li><li>Maintain a clean and organized reception area</li><li>Provide support to various departments as needed</li></ul><p><br></p>
  • 2026-11-02T19:48:45Z
Front Desk Coordinator
  • Eugene, OR
  • remote
  • Temporary / Contract
  • 18.00 - 23.00 USD / Hourly
  • <p>The Front Desk Coordinator serves as the first point of contact for visitors, clients, and employees while ensuring smooth day-to-day front office operations.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Welcome and assist visitors and guests.</li><li>Answer and direct incoming phone calls.</li><li>Schedule appointments and meetings.</li><li>Process incoming and outgoing mail and deliveries.</li><li>Maintain office supplies and reception areas.</li><li>Perform clerical and administrative duties.</li><li>Uphold confidentiality and professionalism.</li></ul><p><br></p>
  • 2026-10-23T22:13:45Z
Collections Specialist
  • St. Paul, MN
  • remote
  • Temporary / Contract
  • 26.85 - 31.15 USD / Hourly
  • <p>Robert Half is looking for a Collections Specialist! In the Collections role you will be responsible for calling members on delinquent accounts and assisting them in restoring good standing status with the institution. If you combine dynamic communication skills with a positive attitude and a professional demeanor, then you may thrive in this position. This is a contract employment opportunity. Call today!</p><p> </p><p>Your responsibilities in this role:</p><p>- Handle inbound and outbound collections calls</p><p>- Lead all billing and reporting activities according to deadlines</p><p>- Handle all vendor inquiries</p><p>- Maintain and update customer files to ensure data integrity</p><p>- Call on all past due amounts and record all results in the system</p><p>- Record all customer payments to the correct reports</p><p> </p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration. </p>
  • 2026-10-22T14:04:26Z
Receptionist
  • Waltham, MA
  • onsite
  • Temporary / Contract
  • 20.00 - 24.00 USD / Hourly
  • <p>We are looking for a friendly and organized <strong>part-time</strong> Receptionist to support daily front desk operations at an onsite office in Waltham, Massachusetts. This is a Contract position providing office coverage with the possibility of longer-term consideration based on performance and business needs. The ideal candidate will create a welcoming experience for visitors, manage incoming calls effectively, and assist with routine administrative tasks in a business casual environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors and serve as the first point of contact for guests, staff, and callers in a courteous and detail-oriented manner.</p><p>• Manage a multi-line phone system, direct calls accurately, and take clear messages when needed.</p><p>• Process credit card transactions securely and maintain accurate payment-related records.</p><p>• Perform routine data entry and keep front desk information organized and up to date.</p><p>• Support day-to-day reception coverage during scheduled part-time hours on-site.</p><p>• Assist with general administrative tasks that help the office run smoothly and efficiently.</p>
  • 2026-11-05T21:58:41Z
Front Desk Coordinator
  • Salem, OR
  • remote
  • Temporary / Contract
  • 18.00 - 23.00 USD / Hourly
  • <p>The Front Desk Coordinator serves as the first point of contact for visitors, clients, and employees while ensuring smooth day-to-day front office operations.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Welcome and assist visitors and guests.</li><li>Answer and direct incoming phone calls.</li><li>Schedule appointments and meetings.</li><li>Process incoming and outgoing mail and deliveries.</li><li>Maintain office supplies and reception areas.</li><li>Perform clerical and administrative duties.</li><li>Uphold confidentiality and professionalism.</li></ul><p><br></p>
  • 2026-10-23T22:13:45Z
Collections Specialist
  • Murrysville, PA
  • onsite
  • Temporary to Hire
  • 19.00 - 23.00 USD / Hourly
  • <p>An organization in Downtown Pittsburgh is in need of temporary to hire assistance in the Collections Department!</p><p> </p><p>The position is 100% onsite and located in the East of Pittsburgh.</p><p> </p><p>The Collections Specialist would be responsible for the following duties:</p><ul><li>Manage a high-volume portfolio of customer accounts, ranging from several hundred to 500+ accounts.</li><li>Conduct collection activities through phone calls and email correspondence.</li><li>Follow up on outstanding balances and work with customers to resolve payment issues.</li><li>Build and maintain positive customer relationships while ensuring timely collection of receivables.</li><li>Review and monitor aging reports to identify past-due accounts and collection priorities.</li><li>Document collection efforts and account activity accurately within company systems.</li><li>Collaborate with internal departments to resolve billing and payment discrepancies.</li></ul><p>If you are interested in being considered for this Collections Specialist position, please 1) Apply online AND 2) follow up with a phone call to 888-396-0099!</p>
  • 2026-10-27T16:38:45Z
Private Client Service Associate | $120K + Bonus
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 100000.00 - 120000.00 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>&#128176; <strong>Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing</strong></p><p>&#128205; <strong>San Francisco | Hybrid </strong></p><p>&#128640; <strong>Established Investment Firm | Wealth Management | Excellent Benefits</strong></p><p><br></p><p>I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a <strong>Private Client Service Associate</strong> to join its growing Private Client Group.</p><p><br></p><p>This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience.</p><p><br></p><p>You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services.</p><p><br></p><p><strong>&#128161; What You’ll Do</strong></p><ul><li>Support existing and prospective clients with account servicing and day-to-day requests</li><li>Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions</li><li>Provide operational support to mutual fund shareholders</li><li>Prepare client meeting materials, portfolio reports, and follow-up items</li><li>Coordinate with custodians, transfer agents, advisors, and internal teams</li><li>Maintain accurate client records and documentation while following compliance procedures</li><li>Research account discrepancies, resolve processing issues, and escalate exceptions when needed</li><li>Help improve workflows, procedures, and processes as the team grows</li></ul><p><br></p>
  • 2026-10-25T05:28:41Z
Collections Specialist
  • Stamford, CT
  • remote
  • Temporary / Contract
  • 25.00 - 30.00 USD / Hourly
  • <p><strong>Job Summary</strong></p><p>We are seeking a Collections Specialist to manage outstanding accounts and support the collection of past-due balances. This role will involve communicating with customers, researching account issues, and helping reduce delinquency while maintaining strong professional relationships. The ideal candidate is persistent, customer-focused, and highly organized.</p><p><strong>Key Responsibilities</strong></p><ul><li>Contact customers regarding past-due balances</li><li>Monitor aging reports and prioritize collection efforts</li><li>Research account discrepancies and payment delays</li><li>Collaborate with internal teams to resolve billing or account issues</li><li>Document collection activity and account status updates</li><li>Negotiate payment arrangements when appropriate</li><li>Support efforts to reduce delinquency and improve cash flow</li><li>Prepare reports related to collection activity and account trends</li></ul><p><br></p>
  • 2026-10-23T13:43:43Z
Front Desk Coordinator
  • Miami Beach, FL
  • onsite
  • Temporary / Contract
  • 19.00 - 22.00 USD / Hourly
  • We are looking for an experienced Front Desk Coordinator to support daily front office operations for a contract position based in Miami Beach, Florida. This individual will serve as the first point of contact for visitors and callers, creating a welcoming and organized experience while keeping communication and reception activities organized. The ideal candidate brings strong customer service skills, confidence handling a busy phone environment, and the ability to manage multiple front desk priorities with accuracy and consistency.<br><br>Responsibilities:<br>• Welcome guests, clients, and staff at the front desk and provide courteous assistance in person.<br>• Manage incoming calls through a multi-line phone system, directing inquiries promptly to the appropriate contacts.<br>• Coordinate front office activities to maintain an orderly, efficient, and well-organized reception area.<br>• Provide concierge-style support by answering general questions and helping visitors navigate onsite services or destinations.<br>• Receive, screen, and relay inbound phone messages with attention to urgency and accuracy.<br>• Support day-to-day administrative tasks related to front desk coverage, scheduling, and office communication.<br>• Maintain a positive first impression by addressing visitor needs quickly and courteously.<br>• Assist with updates to front desk procedures or related operational processes when needed.
  • 2026-11-06T21:53:45Z
Senior Billing Representative
  • Sugar Land, TX
  • onsite
  • Temporary / Contract
  • 17.00 - 17.23 USD / Hourly
  • <p>We are looking for an experienced Medical Billing Specialist to support infusion-related billing and authorization activities in Sugar Land, Texas. This Long-term Contract position focuses on insurance verification, prior authorization processing, benefit review, and patient estimate preparation in a fast-paced healthcare setting. The role requires close attention to documentation, clear communication with patients, and strong knowledge of payer guidelines and compliance standards.</p><p><br></p><p>Responsibilities:</p><p>• Confirm insurance coverage, eligibility, and benefit details for infusion-related services before treatment is scheduled or provided.</p><p>• Prepare and submit prior authorization requests with complete clinical and billing documentation to support timely payer review.</p><p>• Examine medical records and physician documentation to determine whether submitted information meets payer requirements for infusion services.</p><p>• Develop accurate patient cost estimates based on verified benefits, coverage limitations, and expected out-of-pocket responsibility.</p><p>• Communicate with patients to explain authorization status, insurance details, and anticipated financial responsibility in a clear and thorough manner.</p><p>• Coordinate with internal billing and clinical teams to resolve missing information, follow up on pending approvals, and prevent delays in service.</p><p>• Maintain accurate records of benefit verification, authorization activity, and patient communication while following HIPAA and PHI standards.</p><p>• Review payer responses and update account information to ensure billing workflows reflect the latest authorization and coverage outcomes.</p>
  • 2026-10-29T19:34:08Z
Receptionist
  • Perrysburg, OH
  • remote
  • Temporary / Contract
  • 18.00 - 20.00 USD / Hourly
  • <p>We are seeking a professional, customer-focused Receptionist to serve as the first point of contact for visitors, clients, and employees. The ideal candidate is organized, detail-oriented, and able to manage multiple priorities while maintaining a welcoming and positive demeanor. This role is responsible for front desk operations, administrative support, and ensuring a smooth and professional office experience.</p>
  • 2026-10-26T14:18:42Z
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