1,350 Results for Client Services Associate Jobs in Html

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Client Account Operations Associate

Plano, TX
onsite
Temporary / Contract
21.97 - 21.97 USD / Hourly
We are seeking a detail-oriented Client Account Operations Associate to support a fast-paced financial services team. This role focuses on reviewing client accounts, analyzing account information, researching details, and coordinating with internal partners to ensure requests are handled accurately and on time. This is a great opportunity for someone with financial services, client account, or operations experience. Recent graduates are also encouraged to apply. Schedule & Environment<ul><li>Monday-Friday, 8:00 AM-4:30 PM</li><li>5 days onsite in Plano, TX</li><li>Overtime may be available or required based on business volume, with higher-volume periods during the summer</li></ul>Responsibilities<ul><li>Review and analyze client accounts, statements, and account data</li><li>Research account details and determine appropriate next steps</li><li>Manage account-related requests from start to finish</li><li>Communicate with internal stakeholders to resolve questions and remove blockers</li><li>Track pending requests and ensure timely completion</li><li>Prepare status updates, reports, metrics, and presentations</li><li>Identify discrepancies, risks, and opportunities to improve processes</li><li>Maintain accurate documentation and procedures</li><li>Manage multiple priorities in a high-volume, deadline-driven environment</li></ul>
2026-09-18T16:08:43Z

Help Desk Lead / IT Client Services

Montvale, NJ
onsite
Permanent / Full Time
90000.00 - 100000.00 USD / Yearly
We are seeking a hands-on Help Desk Lead / IT Client Services to lead IT support and deliver an exceptional end-user experience.This role combines hands-on technical support, help desk leadership, MSP management, and service improvement. The Manager will resolve complex issues while overseeing an outsourced Managed Service Provider (MSP). Keys: <ol><li>Extensive experience working as a "hands-on" Help Desk Lead</li><li>Somebody who can write technical documentation</li></ol>Responsibilities Hands-On Technical Support<ul><li>Serve as a senior help desk resource and resolve end-user issues.</li><li>Troubleshoot hardware, software, networking, Microsoft 365, Teams, printing, mobile devices, and business applications.</li><li>Manage tickets through resolution and provide user updates.</li><li>Provide remote, desk-side, and executive support.</li><li>Build, configure, and deploy end-user systems.</li><li>Participate in on-call escalations as needed.</li><li>Document resolutions and maintain knowledge base articles.</li></ul>Help Desk & MSP Management<ul><li>Oversee daily help desk operations and ticket queues.</li><li>Monitor SLAs and ensure timely resolution.</li><li>Determine which issues should be handled internally vs. by the MSP.</li><li>Serve as the escalation point for complex issues.</li><li>Hold the MSP accountable for service quality and resolution times.</li><li>Lead recurring MSP operational reviews.</li><li>Increase the number of tickets efficiently handled by the MSP.</li></ul>Customer Service & Service Improvement<ul><li>Build strong relationships with employees across the organization.</li><li>Deliver excellent customer service and communicate effectively during outages.</li><li>Analyze ticket trends and recurring issues to identify process improvements and automation opportunities.</li><li>Develop support standards and procedures.</li><li>Reduce ticket volume, backlog, and aging while improving first-contact resolution.</li></ul>Documentation & Knowledge Management<ul><li>Develop and maintain SOPs, troubleshooting guides, knowledge base articles, and technical runbooks.</li><li>Document onboarding, offboarding, hardware deployment, software provisioning, account management, and common support procedures.</li><li>Ensure processes are consistently followed by internal IT staff and the MSP.</li><li>Partner with infrastructure, security, and application teams on operational documentation.</li><li>Audit MSP documentation and ensure critical IT knowledge remains within the organization.</li><li>Support business continuity and disaster recovery through operational runbooks.IT Client Services & Help Desk Lead</li></ul>
2026-10-16T07:04:24Z

Litigation Associate Attorney

Wilmington, DE
remote
Permanent / Full Time
170000.00 - 250000.00 USD / Yearly
We are looking for a Litigation Associate Attorney to join a plaintiff-side legal team handling complex shareholder and commercial disputes in Wilmington, Delaware. This role offers substantial involvement in high-stakes matters from an early stage, with the opportunity to work closely with experienced litigators in a collaborative setting. The position is well suited for an attorney who is eager to deepen courtroom and case-development experience while contributing to impactful plaintiff-side litigation. Responsibilities: • Prepare persuasive complaints, motions, briefs, and other court filings that support case objectives and advance litigation strategy. • Perform in-depth legal research and synthesize findings into practical recommendations for active matters. • Contribute to case planning by evaluating legal arguments, identifying risks, and helping shape overall litigation approach. • Oversee discovery activities, including reviewing records, drafting written discovery, preparing responses, and assisting with deposition work. • Appear in court, hearings, conferences, and related proceedings as needed to advocate on behalf of clients. • Work in close partnership with attorneys and legal support professionals to move matters forward efficiently and maintain strong client service. • Keep case files, correspondence, time entries, and litigation documentation organized, current, and accurate.
2026-09-28T14:19:07Z

Customer Service Representative

Jacksonville, FL
onsite
Temporary / Contract
16.15 - 18.70 USD / Hourly
We are looking for a bilingual Spanish Customer Service Representative to support customer interactions for a Contract position based in Jacksonville, Florida. In this role, you will deliver attentive service across phone-based channels, assist with order-related requests, and help ensure each customer receives timely and accurate support. This opportunity is well suited for someone who communicates clearly, stays organized in a fast-paced environment, and is comfortable managing both inbound and outbound conversations. Responsibilities: • Respond to customer inquiries in English and Spanish through inbound phone calls with care and empathy. • Place outbound calls as needed to follow up on requests, provide updates, and confirm customer information. • Enter and update order details accurately in company systems while maintaining a high level of attention to detail. • Resolve routine service issues by gathering information, identifying customer needs, and providing appropriate solutions. • Document conversations, actions taken, and next steps clearly to support service continuity and reporting. • Coordinate with internal teams when issues require escalation or additional follow-up to ensure timely resolution. • Maintain productivity and service quality standards while handling a consistent volume of customer interactions.
2026-10-08T20:04:11Z

Customer Service Representative

Roanoke, VA
onsite
Temporary to Hire
17.00 - 17.00 USD / Hourly
We are looking for a compassionate and organized Patient Access Specialist to support patient access operations in Roanoke, Virginia. This contract to hire opportunity is ideal for someone who enjoys helping patients, coordinating front-end administrative tasks, and contributing to a smooth experience in a busy healthcare setting. In this role, you will serve as a key point of contact for patients while handling registration, scheduling, insurance review, and payment-related activities with accuracy and professionalism. Must be available for rotating 12-hour shifts, including weekends, to be considered for the position - potential for daytime and overnight openings, flexibility preferred. Responsibilities:• Greet patients and visitors professionally and help create a welcoming experience from arrival through check-in.• Complete patient intake and registration tasks, ensuring demographic and account information is entered accurately and kept current.• Review insurance coverage details and confirm eligibility to support timely and accurate patient access processes.• Arrange, update, and confirm appointments while communicating clearly about scheduling changes or next steps.• Receive co-payments and other patient payments, maintain accurate transaction records, and support daily balancing activities.• Coordinate with clinical and administrative staff to keep patient movement efficient and reduce delays throughout the day.• Respond to patient questions and concerns with empathy, resolving routine issues and directing more complex matters to the appropriate team.• Follow privacy and confidentiality standards at all times to protect sensitive patient and organizational information.
2026-09-30T12:53:44Z

Customer Service Representative

San Diego, CA
onsite
Temporary / Contract
19.00 - 21.00 USD / Hourly
Our client is seeking a professional and customer-focused Customer Service Representative for a fast-paced call center environment. This role is responsible for handling a high volume of inbound and/or outbound calls, assisting customers with questions and concerns, resolving issues efficiently, and delivering a positive customer experience.The ideal candidate will have strong communication skills, patience, problem-solving abilities, and the ability to thrive in a structured, performance-driven setting. Key Responsibilities<ul><li>Handle a high volume of inbound and/or outbound customer calls in a professional manner</li><li>Assist customers with inquiries related to accounts, products, services, orders, or billing</li><li>Resolve customer issues efficiently while maintaining a high level of service</li><li>Escalate complex concerns to the appropriate department when necessary</li><li>Document customer interactions accurately in CRM or customer service systems</li><li>Meet call center metrics related to response time, quality, and customer satisfaction</li><li>Follow company policies, scripts, and service procedures</li><li>Collaborate with team members and supervisors to support service goals</li><li>Perform additional customer support or administrative tasks as assigned</li></ul>
2026-10-02T15:38:47Z

Customer Service Representative

West Middlesex, PA
onsite
Temporary / Contract
16.63 - 19.25 USD / Hourly
Job Title: Customer Service RepresentativeJob Type: Temporary for 3 months, Immediate startSchedule: Monday-Friday 8am-5pmWork Location: West Middlesex, PAPay: $17.50/hour Responsibilities: • Provide high‑quality support to customers by responding to inquiries, requests, and issues in a timely, professional, and solution-focused manner.• Use effective communication and problem‑solving skills to address customer questions, technical concerns, and account‑related needs through various channels.• Enhance customer experience by identifying appropriate solutions and aiming for efficient, accurate resolution.• Manage and resolve customer concerns with empathy and professionalism, escalating issues in alignment with established guidelines when needed.• Investigate and correct account or service‑related discrepancies, ensuring accurate information and continuity of service.• Proactively communicate with customers regarding updates, next steps, and actions required to support order or service fulfillment.• Support processes related to customer orders, returns, credits, and other transactional activities as assigned.• Oversee and coordinate day‑to‑day fulfillment or service workflows, addressing exceptions and ensuring smooth execution of assigned tasks.• Review system‑generated reports or alerts and take appropriate action to understand, communicate, or resolve service or order status updates.• Maintain accurate and thorough documentation of customer interactions and case activity.
2026-10-07T20:23:47Z

Bilingual Customer Service Representative

Miami, FL
onsite
Temporary / Contract
21.00 - 24.00 USD / Hourly
We are looking for a compassionate Customer Service Representative/Helpline Counselor to support individuals who may be experiencing emotional distress and urgent personal challenges in Miami, Florida. This Long-term Contract position is well suited for someone with a background in behavioral health, psychology, or a related medical field who can communicate with empathy and professionalism. The role focuses on delivering thoughtful assistance, gathering accurate information, and helping connect callers with appropriate support while maintaining composure in sensitive situations. Responsibilities:• Respond to inbound calls from individuals seeking support, using active listening and a calm, respectful approach throughout each interaction.• Communicate clearly in both Creole and English to assist callers effectively and reduce barriers to care or guidance.• Document call details, service needs, and relevant outcomes with accuracy to support proper follow-up and recordkeeping.• Provide crisis-focused customer support by assessing immediate concerns and directing individuals to appropriate resources or next steps.• Handle emotionally sensitive conversations with discretion, empathy, and sound judgment in high-pressure situations.• Coordinate with internal teams or partner services when additional assistance, escalation, or continuity of care is needed.• Complete training related to suicide prevention, crisis response, and supportive intervention methods as required for the position.• Support day-to-day contact center operations by maintaining service standards, managing call volume, and performing related data entry tasks.
2026-10-16T13:33:42Z

Customer Service Representative

Odessa, FL
onsite
Temporary / Contract
20.59 - 23.84 USD / Hourly
We are looking for a Customer Service Representative to support customers, dealers, and internal teams with timely, accurate service. This Long-term Contract position is ideal for someone who communicates confidently, stays organized in a fast-paced setting, and can manage several service-related tasks at once. The role focuses on order coordination, payment handling, warranty support, and maintaining clear records while delivering a detail-oriented customer experience. Responsibilities: • Manage incoming customer and dealer inquiries by phone and provide courteous, solution-focused support. • Prepare and submit orders with a high level of accuracy while coordinating shipment details to ensure smooth delivery. • Guide homeowners to the appropriate water treatment dealer based on their needs and location. • Support warranty-related requests by gathering required information, documenting issues, and assisting dealers through the process. • Receive payments from dealers, handle credit card transactions, and maintain accurate payment records. • Log check payments by documenting receipt details, capturing images as needed, and entering information into Sage. • Work closely with the accounting team to verify payments and resolve discrepancies promptly. • Conduct follow-up communication with customers and dealers regarding orders, billing matters, and general service questions. • Maintain organized records across business systems, including Sage, Zoho, and Microsoft Office applications.
2026-10-15T13:43:46Z

Customer Service Representative

Grove City, OH
onsite
Temporary to Hire
16.63 - 21.00 USD / Hourly
We are looking for a Customer Service Representative to join a growing team in Grove City, Ohio in a Contract to Permanent position. This opportunity is ideal for someone who takes pride in creating a positive customer experience, enjoys solving problems, and can stay organized in a high-volume setting. You will serve as a key point of contact for customers, helping to resolve order, shipment, and account-related questions while working closely with internal teams. This role offers training, long-term growth potential, and exposure to a collaborative operation that supports a fast-moving fulfillment environment. Responsibilities: • Respond to customer inquiries related to orders, shipment scheduling, and fulfillment support through phone, email, or ticketing channels. • Research tracking issues, delivery exceptions, and service concerns to provide timely and accurate updates to customers. • Assist with claims involving damaged goods or transit-related problems and help move each case toward resolution. • Address billing and account questions, partnering with internal departments when additional review or action is needed. • Record all customer interactions, case details, and next steps clearly within the company’s support platform. • Work closely with fulfillment and operations teams to resolve customer issues efficiently and maintain service quality. • Take ownership of open cases from initial contact through final follow-up, ensuring customers receive complete and attentive support. • Manage multiple priorities in a fast-paced environment while maintaining a high standard of care and responsiveness.
2026-09-24T15:13:46Z

Member Services Representative

Alexandria, VA
remote
Temporary / Contract
25.65 - 29.70 USD / Hourly
We are looking for a Member Services Representative to support a high-volume service environment. This long-term contract position is ideal for someone who communicates clearly, works efficiently, and delivers dependable assistance to members over the phone. The role requires strong attention to detail, confidence using computer systems, and the ability to manage multiple inquiries while maintaining a helpful and attentive approach. Responsibilities: • Handle a steady flow of incoming member calls and provide accurate, courteous support in a fast-paced call center setting. • Respond to questions, resolve routine service issues, and guide members through available resources and next steps. • Enter and update member information in computer systems with a high level of accuracy and attention to detail. • Document call details thoroughly to ensure complete and organized service records. • Use typing and navigation skills to manage conversations efficiently while accessing multiple systems. • Maintain service quality standards by delivering consistent, attentive customer support on every interaction.
2026-10-16T20:48:49Z

Private Banking Associate

Aventura, FL
onsite
Temporary to Hire
- USD / Hourly
Private Banking AssociateWe are seeking a bilingual Private Banking Associate to support International Private Banking clients with personalized service, account administration, transaction processing, and loan coordination. The ideal candidate has 5–7 years of private banking experience, strong attention to detail, and excellent communication skills in English and Spanish.Responsibilities<ul><li>Deliver professional, personalized service to International Private Banking clients at every touchpoint.</li><li>Prepare account opening documentation based on client type, risk profile, and selected products for client review and signature.</li><li>Verify client instructions and prepare documentation to facilitate accurate, timely transaction processing.</li><li>Coordinate with internal departments and follow up on requests through completion.</li><li>Review and complete Know Your Customer (KYC) documentation across various entity types, minimizing additional requests to clients.</li><li>Respond promptly to client inquiries, instructions, requests, and issues to maintain strong relationships.</li><li>Partner with the credit team on new and existing loan requests, complete return on equity (ROE) models, submit payoff requests, and answer loan-related inquiries.</li><li>Monitor daily client transactions and alert the banking team to potential issues, suspected fraud, or unusual activity.</li></ul>
2026-10-12T10:04:02Z

Customer Service Representative

Wilmington, DE
remote
Temporary / Contract
19.00 - 22.00 USD / Hourly
Job Summary We are seeking a professional, dependable, and customer-focused Customer Service Representative to join our call center team in Wilmington, Delaware. This is a fully onsite role requiring attendance 5 days per week. The ideal candidate will have strong communication skills, a positive attitude, and the ability to handle a high volume of inbound and outbound calls while providing excellent service to customers. Key Responsibilities<ul><li>Handle a high volume of inbound and outbound customer calls in a professional and courteous manner.</li><li>Respond to customer inquiries regarding products, services, account information, billing, or general support needs.</li><li>Resolve customer issues efficiently and accurately while maintaining a high level of customer satisfaction.</li><li>Document customer interactions, concerns, and resolutions in the appropriate systems.</li><li>Escalate complex issues to supervisors or other departments as needed.</li><li>Follow call center procedures, scripts, and quality standards.</li><li>Meet performance goals related to call volume, response time, accuracy, and customer service.</li><li>Assist with follow-up calls, emails, or other communications as required.</li><li>Maintain up-to-date knowledge of company products, services, and policies.</li><li>Collaborate with team members and leadership to support overall service goals.</li></ul>
2026-10-07T15:28:43Z

Associate

Roseville, MN
onsite
Permanent / Full Time
45760.00 - 54080.00 USD / Yearly
We are looking for a detail-oriented Associate to support cash management operations for business banking clients. This position plays an important part in daily transaction processing, client service, and operational oversight, helping ensure banking activities are completed accurately and on time. The role also works across internal teams to maintain secure account access, assist customers with treasury services, and uphold regulatory and policy requirements tied to banking operations. Responsibilities:• Manage daily settlement activities for designated accounts and ensure transactions are completed accurately and within required timelines.• Review wire-related information submitted through online banking channels, prepare wire transfer requests, and post incoming and outgoing wires to the appropriate customer or internal accounts.• Monitor exception reporting and payment activity to identify issues, escalate concerns, and support timely resolution of online banking and cash management items.• Set up cash management services and user access based on executed agreements, including establishing permissions and maintaining access records.• Assist business clients with file origination processes, verify submitted files that exceed approved thresholds, and support contract limit changes when authorized.• Provide training to business users on digital banking and contracted treasury services, helping them use available tools effectively and securely.• Respond to remote deposit and mobile deposit inquiries, review submitted deposit files periodically, and address usage concerns or processing questions.• Report positive pay exceptions or similar account alerts and take appropriate action in accordance with internal procedures.• Follow banking policies, operational procedures, and applicable regulations related to wire transfers, deposits, digital banking, and customer information security. We offer a full suite of Medical Benefits, PTO, and Retirement.
2026-09-29T20:28:42Z

Customer Service Representative

Piqua, OH
remote
Temporary / Contract
16.00 - 18.00 USD / Hourly
Our client is seeking a dependable Customer Service Representative for a 3-month contract assignment. This role will focus on providing excellent customer support while also assisting with dispatching and scheduling duties. The ideal candidate is organized, detail-oriented, and comfortable handling a high volume of calls and coordination tasks in a fast-paced environment. Key Responsibilities:<ul><li>Answer incoming customer calls, emails, and service requests in a professional and timely manner</li><li>Provide accurate information regarding services, orders, appointments, and account updates</li><li>Schedule, coordinate, and dispatch service calls or field staff based on business needs</li><li>Communicate with technicians, drivers, or internal teams regarding schedules and customer updates</li><li>Monitor service status and follow up on delays, changes, or customer concerns</li><li>Enter and maintain accurate customer, scheduling, and dispatch records in company systems</li><li>Resolve routine customer issues and escalate more complex concerns as needed</li><li>Support general administrative tasks related to service coordination and customer communication</li></ul>
2026-10-16T18:18:46Z

Customer Service Representative

West Des Moines, IA
onsite
Temporary / Contract
19.00 - 21.00 USD / Hourly
We are looking for a Customer Service Representative to support a busy service team in West Des Moines, Iowa. This Contract position is ideal for someone who communicates clearly, stays organized in a fast-paced environment, and enjoys helping customers resolve questions efficiently. The person in this role will handle a high volume of customer interactions while ensuring accurate order processing and a positive service experience. Responsibilities:• Main customer contact at the weight station, helping customers in person come in and out.• Place outbound calls as needed to follow up on requests, confirm details, or provide updates to customers.• Enter and update order information accurately within internal systems to support smooth processing.• Assist customers with service-related inquiries while maintaining a courteous and helpful approach in every interaction.• Document conversations, actions taken, and next steps to ensure clear records and continuity of service. If this aligns with your career experience, please apply through our Robert Half website or call 515.706.4974 for any questions!
2026-10-16T21:04:06Z

Client Service Specialist II

St. Petersburg, FL
remote
Temporary / Contract
16.00 - 18.00 USD / Hourly
We are looking for a Client Service Specialist II to support commercial and corporate banking clients from our St. Petersburg, FL location. This Long-term Contract position focuses on delivering responsive, accurate service across deposit account onboarding, treasury-related support, and client issue resolution. The ideal candidate brings strong banking knowledge, excellent communication skills, and the ability to coordinate effectively with internal partners to ensure a seamless client experience. Responsibilities:• Guide clients through onboarding activities for deposit accounts and treasury services, helping ensure timely completion and a smooth service experience.• Respond to client inquiries with urgency and accuracy, assessing needs carefully and taking appropriate action to resolve concerns.• Coordinate with internal teams to maintain clear communication, align on next steps, and support consistent service delivery.• Serve as a client advocate by connecting customers with specialized internal resources when more advanced support is required.• Investigate service-related questions and follow through on research requests until a clear resolution is provided.• Recognize opportunities to introduce relevant banking solutions and refer clients to appropriate business line partners.• Maintain detailed records and correspondence using banking platforms, email, and CRM tools such as Salesforce.• Support day-to-day banking operations while managing multiple priorities in a fast-paced service environment.
2026-10-12T15:34:06Z

Associate Advisor

Morristown, NJ
onsite
Permanent / Full Time
75000.00 - 85000.00 USD / Yearly
A successful independent wealth management practice is seeking an Associate Advisor to support advisors and provide exceptional service to a growing client base. This role is ideal for an individual looking to grow into a lead advisory position while gaining hands-on experience in financial planning and wealth management.Responsibilities include:<ul><li>Support advisors with client service and relationship management</li><li>Prepare meeting materials, account paperwork, and financial planning reports</li><li>Conduct investment and planning research</li><li>Address client inquiries and assist with ongoing account maintenance</li><li>Participate in client meetings and planning discussions</li><li>Help ensure a high-touch client experience</li></ul>
2026-10-07T20:08:44Z

Customer Service Representative

Brick, NJ
onsite
Permanent / Full Time
70000.00 - 75000.00 USD / Yearly
The ideal candidate is highly organized, an excellent communicator, and comfortable working cross-functionally with both customers and internal Operations teams. This is an excellent opportunity for someone who wants to take ownership, improve processes, and grow into potential leadership over time. Key Responsibilities: Serve as a primary point of contact for customers, managing relationships through both email and phone communication. Gather and document detailed customer requirements, including specifications such as paper type, font, color/shade, and other order details. Facilitate customer orders from initial request through completion, ensuring accuracy and timely follow-up. Translate customer requirements into clear instructions for the Operations team to ensure orders are produced correctly. Coordinate closely with Operations to resolve questions, clarify specifications, and address any issues that arise during production. Maintain accurate customer and order information within the company's existing internal order-management system. Track orders and proactively communicate with customers regarding status, questions, changes, and completion. Build and maintain strong, long-term customer relationships through responsive and detail oriented service. Identify opportunities to improve customer service, order management, and internal workflows. Make recommendations for process improvements, particularly as the company transitions from paper-based processes to more streamlined systems. Participate in the future implementation of a new CRM system, helping evaluate processes, provide feedback, and champion adoption and change across the team. Collaborate with the broader Customer Service team to ensure consistency, efficiency, and a high level of customer satisfaction. Hours: M-F – 90 days on site … then 1 day work from home at times 2 depending on week Typical is 8-4pm or 9-5pm Benefits: M/D/V Flex Spending 401K PTO
2026-10-09T19:34:07Z

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-10-02T13:43:47Z

Customer Service Representative

Charleston, SC
onsite
Temporary to Hire
18.00 - 18.00 USD / Hourly
We are looking for a part-time Customer Service Representative to join a wholesale distribution team in Charleston, South Carolina on a contract-to-permanent basis. This position blends day-to-day customer support with operational coordination, making it ideal for someone who enjoys helping customers while keeping office activities organized and on track. The role requires strong communication, sound judgment, and the ability to move smoothly between service requests, order-related issues, and administrative priorities. Responsibilities:• Deliver timely, attentive assistance to customers across support platforms by addressing product questions, order concerns, return requests, warranty matters, and general account-related needs.• Manage incoming service desk activity and support tickets, ensuring each request is documented accurately, prioritized appropriately, and resolved or routed for further attention when necessary.• Prepare shipment documentation and coordinate outbound replacements, sample requests, approved returns, and warranty-related deliveries with accuracy and follow-through.• Provide support for customer interactions connected to online marketplace activity, product feedback channels, and returns workflows to help maintain a consistent service experience.• Recognize patterns in customer questions or recurring product issues and share insights with operations leadership to support service improvements and stronger customer retention.• Assist with customer service needs tied to new product introductions, helping ensure prompt communication and effective issue resolution during launch periods.• Maintain office readiness by tracking supplies, organizing shared spaces, receiving deliveries, and helping create a productive workplace environment.• Support administrative and operational tasks such as coordinating vendors, assisting with equipment needs, preparing for meetings or team events, and helping with onboarding or offboarding logistics.
2026-10-15T15:13:42Z

Customer Service Representative

Minneapolis, MN
onsite
Temporary to Hire
18.00 - 22.00 USD / Hourly
We are looking for a Customer Service Representative to support consumer inquiries for a wholesale distribution organization in Minneapolis, Minnesota. This contract opportunity with permanent potential is ideal for someone who communicates clearly, stays organized, and can manage customer interactions across phone, email, and mail channels. In this role, you will help resolve service concerns, document case details accurately, and coordinate timely follow-up for both routine and high-priority requests. Responsibilities: • Respond to incoming customer calls during assigned business hours and provide courteous, solution-focused assistance. • Enter and update customer information, service details, and case activity accurately in the company’s tracking system. • Manage written correspondence related to customer contacts, including letters and physical coupon fulfillment. • Coordinate retrieval requests for select consumer issues, including arranging expedited shipping for time-sensitive items when needed. • Handle email inquiries promptly and ensure each request is routed or resolved with appropriate follow-up. • Support complaint resolution by gathering necessary details, documenting outcomes, and helping de-escalate sensitive situations. • Maintain organized records of customer interactions and service materials to ensure accuracy and consistency. • Work across internal teams to help move consumer requests forward and keep projects or case actions on schedule.
2026-10-15T15:03:43Z

Customer Service Representative

Pine Brook, NJ
onsite
Permanent / Full Time
50000.00 - 60000.00 USD / Yearly
We are seeking a Customer Service Representative to join a busy service-focused team in Pine Brook, NJ. This role is ideal for someone who thrives in a fast-paced environment, enjoys helping customers, and can effectively manage a high volume of calls, emails, and service requests while staying organized and detail-oriented.Key Responsibilities:<ul><li>Handle a high volume of incoming customer calls, emails, and service requests</li><li>Assist customers with service questions, appointments, technician updates, and general inquiries</li><li>Provide timely, professional, and accurate communication throughout the service process</li><li>Document customer conversations, requests, changes, and follow-up items accurately</li><li>Support the Dispatch team with customer information, scheduling updates, and service details</li><li>Communicate schedule changes, delays, cancellations, and technician updates to customers</li><li>Maintain accurate customer and service information within company systems</li><li>Manage multiple priorities while maintaining strong attention to detail</li><li>Follow up on customer matters and assigned tasks through completion</li><li>Work closely with Customer Service, Dispatch, technicians, Parts, Estimates, Accounts Receivable, and other internal teams</li><li>Utilize CRM, phone, communication, and service-management systems effectively</li></ul>
2026-10-06T18:28:46Z

Customer Service Representative

Westminster, CA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for a bilingual Vietnamese and English Customer Service Representative to support members with pharmacy benefit questions and service needs in Westminster, California. This Contract position is ideal for someone who enjoys helping people over the phone, resolving issues with care, and maintaining accurate records in a fast-paced healthcare environment. The person in this role will serve as a key point of contact for pharmacy-related concerns while working closely with internal teams to deliver responsive, compliant member support. Responsibilities:• Respond to inbound member and prospective member inquiries related to pharmacy benefits, coverage details, and general service questions.• Coordinate with network pharmacies to help members address refill needs and related access issues when additional support is required.• Escalate clinical questions or sensitive medication concerns to the appropriate clinical leaders for timely review and follow-up.• Partner with internal quality and performance teams to support programs focused on improving medication adherence outcomes.• Participate in outbound calling initiatives assigned by leadership to strengthen member engagement and service delivery goals.• Follow established procedures, reference materials, and operational guidelines to handle requests accurately and efficiently while identifying workflow concerns to management.• Maintain complete and accurate documentation of member interactions, actions taken, and required forms within designated systems according to department standards.• Attend team meetings, training sessions, and coaching activities, and apply feedback to improve service quality and performance.• Adhere to all applicable federal, state, and organizational compliance requirements related to health plan operations.• Perform additional customer service and administrative duties as needed to support department objectives.
2026-10-02T22:33:45Z

Customer Service Representative

Pittsburgh, PA
onsite
Temporary to Hire
20.00 - 22.00 USD / Hourly
We are looking for a Customer Service Representative to join a team in a contract-to-permanent capacity. This position is ideal for someone who thrives in a fast-moving service environment, communicates with confidence, and is committed to helping customers resolve a wide range of account and digital banking questions. The role requires schedule flexibility, including late evenings, weekends, and some holidays, with permanent hours and a weekday training period during the first 90 days. Responsibilities: • Handle incoming customer inquiries related to refunds, payment disputes, payoff information, account updates, complaints, stop payment requests, and credit card limit review requests. • Assist customers with basic online and mobile banking support, including password assistance, bill payment questions, and general navigation issues. • Serve as a connection point between branch teams and customers by taking ownership of service requests and helping drive timely resolution. • Capture and communicate customer feedback to support service improvements and represent the customer perspective effectively. • Deliver attentive, empathetic support on inbound calls while building positive long-term customer relationships. • Maintain accurate handling of account-related requests and complete assigned service tasks in accordance with established procedures. • Support additional service initiatives and department projects as directed by leadership. • Work a rotating schedule that may include evenings, weekends, and select holidays based on business needs.
2026-10-13T15:23:44Z

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