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1337 results for Client Services Associate in Html

Operations Manager
  • 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>✨ Branch Operations Manager</p><p>&#128205; San Francisco, CA (On-Site)</p><p>&#127970; Respected Wealth Management Firm</p><p>&#128176; Competitive Base + Bonus </p><p><br></p><p>A well-established and highly respected wealth management and financial services firm is seeking an experienced <strong>Operations Manager</strong> to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates</li><li>Oversee day-to-day branch and operational activities</li><li>Drive process improvements and workflow efficiencies</li><li>Partner with leadership on resource planning and operational strategy</li><li>Monitor team performance and support employee development</li><li>Ensure compliance with industry regulations and firm policies</li><li>Manage operational budgets and resource allocation</li><li>Deliver an exceptional client experience through operational excellence</li><li>Support hiring, onboarding, training, and talent development initiatives</li><li>Collaborate with advisors, operations teams, and key internal stakeholders</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p>
  • 2026-10-15T16:28:47Z
Client Services Coordinator
  • San Mateo, CA
  • onsite
  • Temporary / Contract
  • 27.00 - 29.00 USD / Hourly
  • <p>We are looking for a Client Services Coordinator to support individuals and families by connecting them with housing-focused services and community-based assistance in San Mateo, California. This Long-term Contract position is well suited for someone who can balance compassionate client support with strong organization and follow-through in a fast-paced environment. The person in this role will help clients navigate available resources, coordinate service plans, and contribute to stable housing outcomes through responsive and attentive service delivery. This role will require some travel throughout San Mateo County (mileage can be expensed). Apply today to be considered!</p><p><br></p><p>Responsibilities:</p><p>• Meet with clients to complete intake conversations, screenings, and initial evaluations in order to understand immediate barriers and identify practical housing options.</p><p>• Provide timely support during urgent situations, help clients create individualized stability plans, and guide efforts aimed at reducing the risk of homelessness.</p><p>• Link individuals and families to rental help, utility assistance, public benefits, and other local programs that address essential needs.</p><p>• Research housing availability, engage with property owners and managers, and assist clients throughout the process of securing appropriate housing placements.</p><p>• Represent client needs through referrals, partner coordination, and problem-solving with service agencies, landlords, and community organizations.</p><p>• Prepare and maintain thorough case documentation, ensure records are current, and protect sensitive information in accordance with privacy expectations.</p><p>• Enter service data accurately, monitor client progress, and support reporting activities that measure outcomes and overall program performance.</p><p>• Work closely with colleagues and external partners to improve service coordination and strengthen results for clients receiving support.</p><p>• Carry out daily responsibilities in alignment with organizational standards and all applicable local, state, and federal requirements.</p>
  • 2026-10-15T12:33:45Z
Client Services Specialist
  • Oceanside, CA
  • onsite
  • Temporary / Contract
  • 28.00 - 32.00 USD / Hourly
  • <p><strong>More than customer service — become the person clients remember.</strong></p><p>A well-established North County organization is adding a Customer Experience & Client Services Specialist to its growing team. This opportunity is ideal for someone who enjoys building relationships, solving problems, and keeping customers informed from the first interaction through final resolution.</p><p>The company is looking for someone who can balance a friendly, approachable communication style with strong follow-through and organization. You'll be working with customers, internal departments, and operations teams to coordinate requests, resolve issues, and make sure nothing falls through the cracks. This is a great fit for someone who enjoys a fast-moving office environment and wants a position that offers variety throughout the day. </p><p><br></p><p>The ideal candidate is confident on the phone, comfortable managing a busy inbox, and knows how to turn a frustrated customer interaction into a productive conversation. You'll have ownership over customer requests rather than simply transferring calls or passing issues along.</p><p><br></p><p><strong>What you'll be doing:</strong></p><ul><li>Serve as a primary point of contact for incoming customer calls, emails, and service inquiries.</li><li>Respond to questions regarding orders, account information, scheduling, billing, and service updates.</li><li>Enter customer requests, orders, and account changes into internal systems.</li><li>Monitor open cases and follow up with internal departments to ensure timely resolution.</li><li>Coordinate service appointments, deliveries, customer requests, and scheduling changes.</li><li>Investigate discrepancies and communicate solutions in a clear, professional manner.</li><li>Maintain accurate customer records, notes, and correspondence.</li><li>Assist with invoice questions, payment follow-ups, and basic account reconciliation.</li><li>Prepare daily activity reports and communicate recurring customer concerns to management.</li><li>Work closely with sales, operations, and administrative teams to improve the overall customer experience.</li></ul>
  • 2026-10-02T21:44:30Z
Administrative Assistant
  • Towson, MD
  • onsite
  • Permanent / Full Time
  • 65000.00 - 70000.00 USD / Yearly
  • <p>We are seeking a highly organized, detail-oriented, and client-focused Administrative Assistant to join our wealth management team. This individual will play an important role in supporting financial advisors, maintaining efficient office operations, and delivering an exceptional client experience.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Open and close the office and maintain a professional, welcoming environment.</li><li>Manage incoming calls, greet clients, coordinate deliveries, and distribute mail.</li><li>Order and maintain office supplies and assist with office events and client appreciation activities.</li><li>Prepare outgoing shipments and manage document tracking as needed.</li><li>Maintain organized records and ensure daily office operations run smoothly.</li><li>Serve as a primary point of contact for clients, providing courteous and responsive service.</li><li>Schedule and coordinate client appointments across multiple advisor calendars.</li><li>Prepare appointment confirmations, meeting reminders, directions, and client correspondence.</li><li>Create Zoom meeting links and assist with scheduling changes as needed.</li><li>Recognize client questions or concerns and direct them to the appropriate financial advisor.</li><li>Support advisors with administrative tasks and help ensure a positive, professional client experience.</li><li>Scan, upload, and process client documents accurately and promptly.</li><li>Handle checks and other time-sensitive items in accordance with established office procedures.</li><li>Prepare, proofread, and distribute letters and other client communications.</li><li>Follow firm policies and applicable procedures when handling confidential client and financial information.</li></ul><p><br></p><p><br></p>
  • 2026-10-09T13:38:44Z
Customer Service Representative
  • Richmond, VA
  • onsite
  • Temporary / Contract
  • 19.95 - 23.10 USD / Hourly
  • We are looking for a Customer Service Representative to support vendor and client account activities from Richmond, Virginia. This Long-term Contract position is ideal for someone who communicates clearly, works well in a fast-paced call center setting, and takes pride in maintaining accurate records. The person in this role will engage with external contacts by phone, help clarify payment and enrollment details, and ensure account information is complete and up to date.<br><br>Responsibilities:<br>• Place a high volume of outbound calls to vendors and clients to confirm account details and payment-related information.<br>• Guide customers through payment methods, registration steps, and account expectations with professionalism and clarity.<br>• Enter new information and revise existing records accurately within company databases and account management systems.<br>• Record each conversation, status update, and planned next step to maintain complete interaction histories.<br>• Reconnect with vendors and clients when registrations are unfinished or required documentation and details are still pending.<br>• Examine account records for inconsistencies, investigate issues, and work directly with customers to correct errors.<br>• Coordinate with internal teams to help move account matters forward and support timely issue resolution.<br>• Achieve established targets for call activity, service quality, productivity, and customer experience.
  • 2026-09-17T15:14:17Z
Client Services Specialist
  • Reno, NV
  • onsite
  • Temporary to Hire
  • 25.00 - 32.00 USD / Hourly
  • <p>We are looking for a Client Services Specialist to join a financial services team in Reno, Nevada. This position blends client-facing administrative support with behind-the-scenes planning coordination, making it ideal for someone who is organized, thorough, and comfortable managing multiple priorities. The role will support advisors through account administration, meeting coordination, client communication, and financial planning preparation while helping deliver a strong client experience in a collaborative team setting. </p><p> </p><p>Responsibilities: </p><p>• Coordinate client appointments, manage calendars, and prepare materials needed for advisor meetings. </p><p>• Support the development of financial planning documents by organizing client information and assisting with retirement and planning projections. </p><p>• Review and interpret client financial details to help advisors prepare informed planning recommendations. </p><p>• Assist with account setup, maintenance activities, and onboarding tasks while ensuring required forms are completed accurately. </p><p>• Process service requests such as asset transfers, distributions, and other account-related documentation in a timely manner. </p><p>• Respond to client inquiries by phone and email, providing clear updates and addressing routine service needs.</p><p> • Examine insurance, tax, and estate-related documents to help organize planning files for advisor review. </p><p>• Conduct investment and portfolio-related research to support internal planning discussions and follow up on next steps after client meetings.</p>
  • 2026-09-24T21:53:45Z
Operations Associate
  • Manchester, VT
  • onsite
  • Permanent / Full Time
  • 50000.00 - 60000.00 USD / Yearly
  • <p>A respected financial services firm is seeking an <strong>Operations Associate</strong> to join its team. This is an excellent opportunity for a recent graduate or someone with banking, customer service, business, or accounting experience who wants to build a long-term career in financial services.</p><p><strong>What You'll Do:</strong></p><ul><li>Support client accounts and operational processes</li><li>Prepare and process account paperwork, transfers, wires, and transactions</li><li>Assist with client meetings, reporting, and tax documentation</li><li>Coordinate with clients, advisors, custodians, and internal teams</li><li>Help maintain accurate records and provide exceptional client service</li></ul><p><br></p>
  • 2026-09-28T14:53:44Z
Customer Service Representative
  • Tempe, AZ
  • onsite
  • Temporary to Hire
  • 20.00 - 20.00 USD / Hourly
  • <p>Customer Care Representative - Mortgage Services</p><p>&#128205; <strong>Location:</strong> Tempe, AZ (100% On-Site)</p><p>&#128178; <strong>Pay:</strong> $20.00/hour</p><p>&#128221; <strong>Employment Type:</strong> Contract-to-Hire</p><p>&#127970; <strong>Industry:</strong> Mortgage & Financial Services</p><p><br></p><p><strong>Start Your Career in Financial Services</strong></p><p>Robert Half is partnering with a growing national mortgage company to hire <strong>Customer Care Representatives</strong> in Tempe, AZ.</p><p><br></p><p>This is an excellent entry-level opportunity for individuals who enjoy helping customers, learning new skills, and building a long-term career. No mortgage experience is required. You'll receive paid training, ongoing coaching, and opportunities for advancement within a stable and growing organization.</p><p><br></p><p>Why Join Us?</p><p>✅ Paid training provided</p><p>✅ No mortgage industry experience required</p><p>✅ Full-time, consistent schedule</p><p>✅ Supportive team environment with coaching and development</p><p>✅ Career growth opportunities in the financial services industry</p><p>✅ Potential for permanent employment and excellent company benefits</p><p> </p><p>What You'll Do</p><p>As a <strong>Customer Care Representative</strong>, you'll assist mortgage customers through both inbound and outbound phone calls.</p><p><br></p><p>Responsibilities include:</p><ul><li>Answer customer questions regarding mortgage payments, escrow accounts, and loan information</li><li>Make outbound calls to customers regarding missed or past-due payments</li><li>Provide professional, empathetic, and solution-focused customer service</li><li>Accurately document customer interactions in company systems</li><li>Follow company compliance, quality, and customer service standards</li><li>Participate in ongoing training and professional development programs</li></ul><p>Schedule</p><p>Full-Time | 40 Hours per Week</p><p><strong>Monday-Friday</strong></p><ul><li>Spring/Summer Hours: 9:00 AM - 6:00 PM</li><li>Fall/Winter Hours: 10:00 AM - 7:00 PM</li></ul><p><strong>Monthly Saturday Rotation</strong></p><ul><li>One half-day Saturday per month</li><li>Typical hours: 7:00 AM - 11:00 AM or 8:00 AM - 12:00 PM</li></ul>
  • 2026-09-25T22:28:43Z
Bilingual Customer Service Representative
  • White Bear Lake, MN
  • onsite
  • Temporary to Hire
  • 23.75 - 27.50 USD / Hourly
  • <p>We are looking for a Spanish Bilingual Customer Service Representative to join a manufacturing team in Minnesota. This long term contract-to-permanent position is ideal for someone who enjoys helping customers, solving product-related questions, and working in a fast-paced technical environment. The person in this role will support customers by identifying appropriate tooling options, addressing inquiries with professionalism, and partnering with internal and external teams to deliver strong service.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries by phone and email, providing timely support and clear guidance on product and tooling-related questions.</p><p>• Evaluate customer drawings, specifications, and application details to recommend solutions that align with operational needs.</p><p>• Enter and manage orders accurately while maintaining complete and organized customer information in company systems.</p><p>• Explain technical product information in a way that customers can easily understand and apply to their manufacturing processes.</p><p>• Work closely with colleagues, sales representatives, designers, and distribution partners to coordinate service and resolve issues efficiently.</p><p>• Support both inbound and outbound customer communication to strengthen relationships and ensure follow-up on open requests.</p><p>• Assist in resolving customer concerns by identifying practical options and helping guide them toward the best available solution.</p><p>• Contribute to additional service and administrative tasks as directed by leadership to support team goals.</p>
  • 2026-10-01T17:18:45Z
Office Services Associate
  • Dallas, TX
  • onsite
  • Temporary / Contract
  • 17.10 - 18.00 USD / Hourly
  • We are looking for an Office Services Associate to support daily administrative and operational services for a client site in Dallas, Texas. This Contract position is ideal for someone who enjoys a fast-moving office environment and takes pride in delivering accurate, timely support across document production, mail handling, and front-of-house service needs. The role works closely with internal team members and client contacts to keep office service functions running smoothly while maintaining a high standard of professionalism and confidentiality.<br><br>Responsibilities:<br>• Manage incoming office service requests by reviewing instructions, confirming complete job details, and recording work accurately in designated tracking systems.<br>• Provide day-to-day support for copy, print, scanning, mail distribution, and intake activities in both physical and digital formats while following established service procedures.<br>• Organize assignments based on urgency and service commitments to ensure completed work is delivered within agreed turnaround times.<br>• Communicate proactively with supervisors and client contacts regarding deadlines, job status, service questions, or issues that may affect completion.<br>• Perform basic equipment support by identifying routine machine problems, replenishing paper and toner, and escalating more complex issues when needed.<br>• Check completed work for accuracy and presentation quality, and contribute to maintaining high standards across both individual and team output.<br>• Support additional workplace services such as reception, hospitality, and audio/visual coordination as business needs require.<br>• Handle sensitive documents and information with discretion while following company and client policies for security, compliance, and cost-conscious use of supplies.
  • 2026-10-07T14:48:46Z
Sr Customer Contact Center
  • Stoneham, MA
  • onsite
  • Permanent / Full Time
  • 60000.00 - 61000.00 USD / Yearly
  • We are looking for an experienced customer contact center specialist to support clients with a wide range of banking service needs. This position focuses on delivering responsive, accurate assistance across digital and traditional service channels while maintaining a high standard of service. The ideal candidate brings strong financial services experience, sound operational judgment, and a commitment to creating positive customer experiences.<br><br>Responsibilities:<br>• Guide customers in using digital banking resources, including online and mobile platforms, to help them complete everyday banking activities confidently.<br>• Respond to client questions promptly and handle account-related requests with accuracy, discretion, and attention to detail.<br>• Process routine banking transactions while ensuring service quality, compliance, and a positive customer experience.<br>• Support customer interactions across both face-to-face and remote channels, adapting communication style to meet individual needs.<br>• Maintain strict adherence to security protocols, internal policies, and regulatory standards during every customer interaction.<br>• Collaborate with team members to resolve service issues efficiently and contribute to smooth day-to-day contact center operations.<br>• Represent the organization in customer- and community-facing activities that strengthen client relationships and brand presence.
  • 2026-09-18T15:54:03Z
Office Services Associate 3 (5+ years)
  • New York, NY
  • remote
  • Temporary / Contract
  • 22.00 - 24.00 USD / Hourly
  • We are looking for an experienced Office Services Associate to support daily administrative and operational activities in New York, New York. This Long-term Contract position is ideal for someone who is highly organized, service-oriented, and comfortable handling a wide range of office support tasks in a fast-paced environment. The person in this role will help maintain accurate records, manage mail and inventory processes, and provide responsive assistance to employees and other stakeholders.<br><br>Responsibilities:<br>• Respond to questions from employees, customers, and visitors while providing clear information and resolving routine issues professionally.<br>• Organize, copy, sort, and maintain business documents and office records to support smooth day-to-day operations.<br>• Enter, review, and verify data for reports, files, and other administrative records with strong attention to accuracy.<br>• Keep filing systems, mailing records, inventory logs, and internal databases current and well organized.<br>• Receive, sort, and distribute incoming mail, packages, and related office materials in a timely manner.<br>• Support payroll- and check-related administrative tasks by preparing, tracking, and processing documentation as needed.<br>• Monitor office supply levels, assist with inventory counts, and coordinate replenishment to avoid operational delays.<br>• Move and transport boxes and office materials weighing up to 50-70 lbs using carts and safe handling practices when required.
  • 2026-09-21T17:33:43Z
Customer Service Representative
  • Bloomington, MN
  • onsite
  • Temporary / Contract
  • 19.00 - 21.00 USD / Hourly
  • <p>We are seeking a Customer Service Representative to join a dynamic team environment. This role is responsible for providing excellent customer support, and assisting with day-to-day administrative and operational tasks. The ideal candidate is organized, professional, and committed to delivering a positive experience for customers.</p><p><br></p><p>Responsibilities:</p><p>• Provide timely and professional assistance to customers, clients, and team members.</p><p>• Perform a variety of administrative and operational support duties as needed.</p><p>• Build and maintain positive relationships through strong communication and customer service skills.</p><p>• Collaborate with team members and other departments to support business operations.</p><p>• Prioritize multiple tasks in a fast-paced environment while maintaining attention to detail.</p>
  • 2026-09-30T20:38:46Z
Customer Service Representative
  • Dallas, TX
  • onsite
  • Temporary / Contract
  • 18.00 - 23.00 USD / Hourly
  • <p>Our client is seeking a customer-focused and detail-oriented Customer Service Representative to support daily customer interactions and ensure a positive customer experience. The ideal candidate is a strong communicator who can efficiently manage inquiries, resolve issues, and build lasting relationships while working in a fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to customer inquiries via phone, email, and chat</li><li>Process orders, requests, and account updates</li><li>Resolve customer concerns and escalate issues when necessary</li><li>Maintain accurate customer records and documentation</li><li>Collaborate with internal teams to ensure timely resolution of customer needs</li><li>Provide professional and courteous service at all times</li></ul><p><br></p>
  • 2026-10-09T00:38:44Z
Office Services Associate
  • Boulder, CO
  • onsite
  • Temporary / Contract
  • 21.85 - 23.00 USD / Hourly
  • We are looking for an Office Services Associate to support daily administrative operations for a client site. This is a contract position focused on delivering dependable copy, mail, scanning, reception, and office support services in a fast-paced, detail-oriented environment. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage time-sensitive requests with accuracy and care.<br><br>Responsibilities:<br>• Manage incoming office service requests by reviewing instructions, confirming required details, and tracking assignments through established logs.<br>• Provide day-to-day support for copying, scanning, digital document handling, mail distribution, and intake activities while following site procedures.<br>• Organize work based on urgency and service commitments to ensure completed materials are processed and delivered on schedule.<br>• Communicate proactively with clients and leadership regarding job status, turnaround expectations, and any issues that could affect deadlines.<br>• Perform basic troubleshooting on office equipment and restock paper, toner, and other supplies to keep operations running smoothly.<br>• Check completed work for accuracy and presentation quality, including reviewing your own output and assisting with quality control for team deliverables.<br>• Support additional front-of-house and workplace services such as hospitality, reception, audio/visual coordination, and multi-line phone coverage as needed.<br>• Handle confidential documents with discretion and follow company and client policies related to security, compliance, and daily operations.<br>• Lift and move materials weighing up to 50 pounds as part of mailroom, copy, and document production responsibilities.
  • 2026-10-12T17:58:45Z
Customer Service Representative
  • Lexington, SC
  • onsite
  • Temporary / Contract
  • 19.00 - 22.00 USD / Hourly
  • We are looking for a Customer Service Representative to support daily client interactions and ensure a positive service experience for customers in Lexington, South Carolina. This Long-term Contract opportunity is ideal for someone who can manage multiple priorities, communicate clearly, and maintain strong attention to detail in a fast-paced setting. The role requires a dependable, detail-oriented individual who can handle a high volume of inquiries while staying organized and focused on accurate service and order support.<br><br>Responsibilities:<br>• Respond to incoming customer calls and messages with professionalism, providing timely assistance and clear information.<br>• Enter and update customer orders accurately, ensuring all details are recorded correctly in internal systems.<br>• Manage several tasks at once while keeping work organized and service levels consistent throughout the day.<br>• Support both inbound and outbound customer communication related to questions, order status, and general account needs.<br>• Document customer interactions thoroughly to maintain accurate records and support follow-up activity.<br>• Use customer service platforms, including CRM tools such as Salesforce when applicable, to track requests and resolutions.<br>• Maintain reliable performance during standard business hours, Monday through Friday, from 8:00 a.m. to 5:00 p.m..<br>• After completing training and meeting connectivity requirements, participate in a limited remote work schedule as approved.
  • 2026-10-13T20:38:48Z
Customer Service Representative
  • San Bernardino, CA
  • onsite
  • Temporary / Contract
  • 23.00 - 23.00 USD / Hourly
  • Member Services Representative / Healthcare Customer Service Representative Position Summary We are seeking a customer-focused Member Services Representative to provide exceptional support to health plan members. This role serves as the primary point of contact for members, assisting with inquiries related to benefits, eligibility, claims, provider networks, and healthcare coverage. The ideal candidate will possess strong communication skills, healthcare customer service experience, and the ability to navigate multiple systems while maintaining compliance with HIPAA regulations. Key Responsibilities Answer high-volume incoming calls from health plan members in a detail oriented and courteous manner. Provide accurate information regarding benefits, eligibility, claims status, provider networks, and healthcare coverage. Assist members in resolving issues, escalating concerns when appropriate, and ensuring timely follow-up. Explain plan policies, procedures, and available healthcare services in a clear and understandable manner. Document all member interactions accurately within CRM and related systems. Research and resolve member inquiries while maintaining established service levels. Collaborate with internal departments, providers, and claims teams to facilitate issue resolution. Maintain compliance with HIPAA regulations, company policies, and confidentiality requirements. Deliver exceptional customer service while demonstrating patience, empathy, and professionalism. Perform data entry and administrative duties related to member account updates and case documentation. Key Skills Customer Service Inbound Call Center Healthcare Support Insurance Verification Claims Inquiry Resolution Benefits & Eligibility CRM Systems Data Entry HIPAA Compliance Problem Solving Communication Skills Attention to Detail Member Relations Multitasking
  • 2026-10-08T20:48:45Z
VP of Client Services - Wealth Management
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 145000.00 - 175000.00 USD / Yearly
  • <p>A nationally recognized and thriving wealth management and advisory firm is seeking a <strong>Vice President of Client Services</strong> to help shape and elevate the client experience across a growing organization.</p><p><br></p><p>This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm.</p><p><br></p><p>The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement.</p><p><br></p><p>Lead and Develop High-Performing Teams</p><ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul><p>Elevate the Client Experience</p><ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul><p>Partner Across the Business</p><ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul><p>Drive Operational Excellence</p><ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul><p><br></p>
  • 2026-10-02T13:38:47Z
Customer Service Representative
  • Chicago, IL
  • onsite
  • Temporary to Hire
  • 22.00 - 25.00 USD / Hourly
  • <p>We are looking for a personable and driven Customer Service/Sales Representative to join a team in Chicago, Illinois in a contract-to-permanent capacity. This role is ideal for someone who enjoys helping customers, managing service-related administrative tasks, and building strong relationships through clear communication. The position blends customer support, billing assistance, claims support, and sales-oriented service while offering the opportunity to grow through hands-on training and ongoing coaching.</p><p><br></p><p>Responsibilities:</p><p>• Provide responsive support to customers by handling inbound and outbound communication, resolving questions, and guiding them toward appropriate solutions.</p><p>• Enter and maintain accurate customer information, update records, and complete order or service-related documentation with attention to detail.</p><p>• Assist with billing activities, payment processing, and policy-related updates to ensure accounts remain current and accurate.</p><p>• Support claim-related inquiries by gathering information, explaining next steps, and helping customers navigate the process efficiently.</p><p>• Follow up on customer quotes, requests, and open items within established timelines, using reminders and organized tracking methods to maintain service quality.</p><p>• Participate in scheduled training and coaching sessions to strengthen product knowledge, communication skills, and service effectiveness.</p><p>• Monitor personal activity and performance goals on a daily, weekly, and monthly basis, and take action to improve results.</p><p>• Build lasting customer relationships by identifying service opportunities, encouraging retention, and contributing to a positive client experience.</p><p>• Represent the business professionally in customer and community interactions to support brand visibility and local engagement.</p><p><br></p><p>The salary range for this position is $22/hr. to $26/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 roberthalf.gobenefits.net for more information.</p>
  • 2026-10-12T16:13:48Z
Customer Service Representative
  • Indianapolis, IN
  • onsite
  • Temporary to Hire
  • 16.00 - 17.00 USD / Hourly
  • <p>We are looking for a Customer Service Representative to support members and callers with patience and care in Indianapolis, Indiana. This Contract to Permanent opportunity is ideal for someone who enjoys helping others, managing a high volume of inquiries, and delivering accurate information across multiple channels. In this role, you will contribute to a mission-driven organization by providing thoughtful service, documenting interactions carefully, and ensuring each customer experience is handled with respect and efficiency. This position is<strong> on-site</strong> with hours being <strong>9:30am-6:00pm</strong> Monday-Friday.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming customer inquiries by phone and other communication channels while providing courteous, solution-focused support</p><p>• Navigate multiple applications and internal systems at the same time to research questions, update records, and complete service requests accurately</p><p>• Investigate customer issues, identify practical resolutions, and route more complex matters to the appropriate team when necessary</p><p>• Record call details, account updates, and case activity with a high level of accuracy and attention to detail</p><p>• Maintain a calm and attentive approach during challenging interactions, using effective listening and de-escalation techniques</p><p>• Adapt to updated procedures, changing priorities, and new tools while continuing to meet service expectations</p><p>• Collaborate with coworkers and supervisors to share information, resolve concerns, and support daily team goals</p><p>• Follow scheduled shifts consistently and contribute to dependable coverage for customers and internal operations</p>
  • 2026-10-15T16:18:44Z
Office Services Associate (Repro)
  • New York, NY
  • onsite
  • Temporary / Contract
  • 22.00 - 26.00 USD / Hourly
  • We are looking for an Office Services Associate (Repro) to support high-volume back-office operations for a client site in New York, New York. This Long-term Contract position focuses on document reproduction, mail handling, and intake support while helping maintain efficient daily service delivery in a detail-oriented office environment. The role also partners with team members and client contacts to complete time-sensitive requests accurately and with strong attention to service quality.<br><br>Responsibilities:<br>• Manage incoming office service requests by reviewing instructions, confirming job details, and recording work through the appropriate tracking methods.<br>• Complete reprographics, document intake, scanning, and mail-related assignments in line with established service standards and turnaround expectations.<br>• Sequence and prioritize tasks effectively to ensure urgent and deadline-driven projects are processed and delivered on time.<br>• Communicate proactively with clients and leadership regarding request status, completion timelines, and any issues that may affect delivery.<br>• Perform routine quality checks on completed work to verify accuracy, presentation, and adherence to job specifications.<br>• Resolve minor copier, scanner, and related equipment issues, and escalate more complex problems when necessary.<br>• Replenish paper, toner, and other production materials to keep equipment operational and work areas properly stocked.<br>• Handle confidential files and sensitive materials with discretion while following company and client workplace policies.<br>• Support additional office services needs, such as reception, hospitality, facilities, or audio/visual coordination, as business demands require.
  • 2026-10-15T21:21:58Z
Customer Service Representative
  • Tucson, AZ
  • onsite
  • Temporary / Contract
  • 16.00 - 17.00 USD / Hourly
  • We are looking for a Customer Service Representative to support an automotive service department in Tucson, Arizona. This is a Contract position suited for someone who enjoys helping customers, handling high-volume communication, and keeping service-related information organized. The role blends front-line customer interaction with administrative support to ensure a smooth and attentive experience for every guest.<br><br>Responsibilities:<br>• Respond to incoming customer calls courteously, providing timely assistance and directing requests to the appropriate service team members.<br>• Place outbound calls as needed to confirm appointments, share updates, and follow up on customer questions related to service visits.<br>• Enter and maintain service-related orders and customer information accurately within internal systems and records.<br>• Welcome customers and provide attentive support for service department needs, helping create a positive experience from arrival through completion.<br>• Coordinate communication between customers and service personnel to keep expectations clear and updates consistent.<br>• Monitor service inquiries and resolve routine issues efficiently while escalating more complex concerns when necessary.<br>• Assist with vehicle lot and service area support tasks that help maintain an organized, customer-ready environment.<br>• Contribute to day-to-day departmental operations by completing administrative and customer service duties as priorities shift.
  • 2026-10-07T02:04:10Z
Office Services Associate
  • Chicago, IL
  • onsite
  • Temporary / Contract
  • 17.00 - 18.00 USD / Hourly
  • We are looking for an Office Services Associate to support daily back-office operations for a client site. This long-term contract position focuses on document production, mail handling, and related office support tasks while helping maintain a high standard of service for internal teams and external clients. The role is well suited to someone who is organized, service-minded, and comfortable working in a fast-paced, detail-focused environment.<br><br>Responsibilities:<br>• Manage incoming office service requests by reviewing job details, confirming instructions, and recording work accurately before processing begins.<br>• Complete day-to-day assignments involving copy, scan, intake, and mailroom activities while following site procedures and service expectations.<br>• Sequence and prioritize work to meet turnaround commitments, adjusting to changing deadlines and workload demands throughout the day.<br>• Communicate promptly with clients and supervisors regarding request status, delivery timing, and any issues that could affect completion.<br>• Perform basic troubleshooting on copiers, scanners, and related equipment, and escalate more complex problems when necessary.<br>• Inspect completed work for accuracy and quality, and help uphold consistent standards across team output.<br>• Replenish paper, toner, and other production materials to keep equipment ready for continuous operation.<br>• Handle documents and information with discretion, following company and client policies for confidentiality, security, and proper usage of resources.
  • 2026-10-15T15:18:40Z
Customer Service Representative
  • Oconto, WI
  • onsite
  • Temporary / Contract
  • 20.00 - 21.00 USD / Hourly
  • <p>Are you passionate about helping others and delivering exceptional customer service? We are seeking a <strong>Customer Service Representative</strong> to join a respected non-profit organization in Oconto, WI. This contract-to-permanent opportunity is ideal for someone who thrives in a fast-paced environment, enjoys interacting with people, and takes pride in providing accurate, solution-focused support.</p><p><br></p><p>In this role, you'll be the first point of contact for customers, managing inbound inquiries, processing orders, and ensuring every interaction leaves a positive impression. If you're organized, detail-oriented, and enjoy making a difference through outstanding service, we'd love to hear from you.</p><p><br></p><p><strong>Why Join Us?</strong></p><ul><li>Opportunity to transition into a permanent position</li><li>Meaningful work supporting a mission-driven organization</li><li>Collaborative and supportive team environment</li><li><strong>$1,000+ Quarterly Performance Bonus</strong> available to all contractors and employees</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional customer service by handling a high volume of inbound calls empathy and efficiency.</li><li>Assist customers by answering questions, resolving routine concerns, and providing guidance on products, services, and available resources.</li><li>Accurately enter orders and customer information into internal systems while maintaining a high level of attention to detail.</li><li>Document customer interactions thoroughly to ensure complete and up-to-date records.</li><li>Conduct outbound calls as needed to follow up on requests, verify information, or provide status updates.</li><li>Manage multiple priorities in a fast-paced call center environment while consistently meeting service and productivity goals.</li><li>Escalate complex issues to the appropriate team members to ensure timely and effective resolution.</li><li>Contribute to a positive customer experience by building rapport and demonstrating a commitment to helping others.</li></ul><p>This is an excellent opportunity for someone looking to grow their customer service career while making an impact within a community-focused organization.</p><p><br></p>
  • 2026-10-14T23:03:59Z
Customer Service Representative
  • Fayetteville, AR
  • onsite
  • Temporary to Hire
  • 15.20 - 17.60 USD / Hourly
  • We are looking for a Customer Service Representative to join a growing team in Arkansas. This contract-to-permanent opportunity is ideal for someone who enjoys helping customers, thrives in a fast-paced call center setting, and wants to build a long-term career with advancement potential. In this permanent, entry-level role, you will support clients by handling inquiries, documenting interactions accurately, and contributing to a structured onsite service environment.<br><br>Responsibilities:<br>• Respond to inbound customer calls and provide timely, courteous assistance for a wide range of client questions and concerns.<br>• Record customer interactions thoroughly in the case management system to ensure accurate tracking and follow-up.<br>• Maintain daily activity records that support productivity monitoring and highlight performance trends.<br>• Place outbound calls when additional contact is needed to investigate issues and bring complex situations to resolution.<br>• Support team-led initiatives such as testing activities and customer support projects as assigned by leadership.<br>• Adjust quickly to updated procedures, service expectations, and operational guidelines while maintaining quality standards.<br>• Manage multiple tasks efficiently in a high-volume environment while protecting confidential customer information.<br>• Contribute to a dependable and focused workplace through consistent attendance, punctuality, and strong work habits.
  • 2026-10-07T15:38:59Z
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