993 Results for Client Services Specialist Jobs in Html

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Client Services Specialist

Oceanside, CA
onsite
Temporary / Contract
28.00 - 32.00 USD / Hourly
More than customer service — become the person clients remember.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.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. 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. What you'll be doing:<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

Client Services Specialist

Las Vegas, NV
onsite
Temporary / Contract
19.00 - 24.00 USD / Hourly
We are looking for a Client Services Specialist to support event-related client interactions and deliver a high standard of service for attendees, exhibitors, and internal teams. This is a Contract position based in Las Vegas, Nevada with an initial 12-week assignment and potential for longer-term opportunity. The person in this role will help ensure event information is accurate, customer questions are resolved efficiently, and service processes are continuously improved to create a strong overall experience. Responsibilities:• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.• Process and update registrations across various event systems with a high level of accuracy and attention to detail.• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.
2026-10-16T22:38:47Z

Client Services Specialist

Reno, NV
onsite
Temporary to Hire
25.00 - 32.00 USD / Hourly
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. Responsibilities: • Coordinate client appointments, manage calendars, and prepare materials needed for advisor meetings. • Support the development of financial planning documents by organizing client information and assisting with retirement and planning projections. • Review and interpret client financial details to help advisors prepare informed planning recommendations. • Assist with account setup, maintenance activities, and onboarding tasks while ensuring required forms are completed accurately. • Process service requests such as asset transfers, distributions, and other account-related documentation in a timely manner. • Respond to client inquiries by phone and email, providing clear updates and addressing routine service needs. • Examine insurance, tax, and estate-related documents to help organize planning files for advisor review. • Conduct investment and portfolio-related research to support internal planning discussions and follow up on next steps after client meetings.
2026-09-24T21:53:45Z

Client Services Specialist

Las Vegas, NV
onsite
Temporary / Contract
24.00 - 28.00 USD / Hourly
We are looking for a Client Services Specialist to support event participants, exhibitors, and internal teams by delivering responsive, high-quality service throughout the event lifecycle. This is a Contract position based in Las Vegas, NV offering an initial 12-week assignment with potential for longer-term opportunity. The person in this role will help ensure registration, exhibitor services, and event communications run smoothly while contributing ideas that strengthen the overall customer experience. Responsibilities:• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.• Take on additional assignments that support team objectives and evolving business needs.
2026-10-16T22:38:47Z

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

Customer Service Specialist

Honolulu, HI
onsite
Temporary to Hire
16.15 - 18.70 USD / Hourly
We are looking for a Customer Service Specialist to support daily operations for the warehouse in Hawaii. This contract-to-permanent opportunity is ideal for someone who enjoys helping people, managing administrative duties, and keeping information organized in a fast-paced service environment. The person in this role will serve as a key point of contact for individuals seeking program information while providing dependable coordination and office support. Preference will be given to Hawaii residents due to the onsite nature of this role. To apply, please call us at 808-531-0800. Responsibilities:• Assist callers and visitors by answering questions about available programs and services in a thorough and helpful manner.• Coordinate and confirm pickup times and client appointments to support smooth day-to-day scheduling.• Enter and maintain accurate information in internal records and tracking systems.• Speak with clients to gather feedback and complete surveys in a respectful and organized way.• Support administrative activities tied to human services programs, including document handling and routine office tasks.• Communicate clearly by phone, email, and in writing with clients, staff, and community contacts.• Work closely with team members and partner programs to ensure responsive service for a diverse population.
2026-10-13T19:03:43Z

Customer Service Specialist

West Palm Beach, FL
onsite
Permanent / Full Time
65000.00 - 85000.00 USD / Yearly
Robert Half Finance & Accounting is working with an industry leading manufacturing client with global operations seeking a Customer Service Specialist to add to their team. In this role, you will support order management and customer communications for a fast-paced distribution environment while working across various departments within the company. This role serves as a key point of contact for customers (both domestic & international), distributors, and internal teams by ensuring orders, product requests, and service issues are handled accurately and efficiently. The ideal candidate brings strong administrative and customer service experience, communicates clearly, and is comfortable coordinating with shipping and sales teams to deliver a high-quality customer experience. Responsibilities:• Manage incoming customer, distributor, and internet orders from receipt through completion while maintaining accuracy and timely follow-up.• Provide clear information to customers regarding product pricing, stock status, shipping timelines, and available discounts.• Handle requests for product literature, price books, instruction manuals, and related support materials.• Coordinate special parts orders and product sample requests for customers as well as the sales team.• Work closely with the shipping department to align order fulfillment, delivery details, and logistics needs.• Respond promptly to email inquiries from distributors and homeowners with accurate and attentive service.• Support the resolution of product returns, warranty matters, and shortage claims by gathering details and coordinating next steps.• Build and maintain positive customer relationships through responsive service and consistent communication.• Assist with additional administrative and service-related tasks as needed to support daily operations.
2026-09-22T13:44:06Z

Investor Services Specialist

Chicago, IL
onsite
Permanent / Full Time
50000.00 - 60000.00 USD / Yearly
We are looking for an Investor Services Specialist to support servicing clients and help deliver a high standard of account and portfolio administration in northwest suburbs of Chicago IL. This role partners with internal teams and external stakeholders to manage portfolio setup, client communications, reporting support, and service-related requests. The ideal candidate brings mortgage servicing knowledge, strong organization, and a client-focused approach to maintaining smooth day-to-day operations. Responsibilities:• Build productive relationships with assigned clients by providing timely updates, dependable follow-through, and detail-oriented support.• Organize activities related to new portfolio setup, loan boarding, servicing transfers, and release coordination to ensure accurate execution.• Partner with internal departments to launch new client portfolios and keep implementation tasks on schedule.• Deliver guidance and training to clients on servicing portals, reporting tools, system features, and available services.• Manage audit confirmation requests, portfolio review support, and other client-driven servicing needs.• Research account activity and prepare payment histories, servicing summaries, and detailed loan analyses as needed.• Act as a central communication link between clients and internal teams to resolve issues and maintain service continuity.• Contribute to service-level tracking, operational reporting, quality efforts, and ongoing process enhancements.• Use servicing platforms, workflow applications, and reporting tools to complete work accurately and efficiently.
2026-09-22T20:53:45Z

Customer Support Specialist

Vista, CA
onsite
Temporary / Contract
25.00 - 27.00 USD / Hourly
A growing North County manufacturer is seeking a responsive, organized Customer Support & Order Management Specialist to serve as a key connection between customers, sales, warehouse operations, and logistics. This is an excellent opportunity for someone who enjoys helping customers but also likes the administrative and operational side of getting things done.You'll manage customer inquiries from initial order entry through delivery updates and resolution of any issues. The team needs someone who can stay organized when priorities change, communicate clearly when something goes off track, and make sure customers receive accurate information rather than being passed from department to department. Your responsibilities will include:<ul><li>Respond to customer inquiries by phone and email regarding orders, products, availability, and delivery schedules.</li><li>Enter customer orders and verify pricing, quantities, shipping details, and purchase order information.</li><li>Monitor open orders and communicate status updates to customers.</li><li>Coordinate with warehouse and logistics teams regarding shipments, delays, and delivery changes.</li><li>Investigate order discrepancies, damaged shipments, returns, and missing items.</li><li>Process order changes, cancellations, credits, and replacement requests according to company procedures.</li><li>Maintain accurate customer account notes and order records.</li><li>Work with sales representatives to resolve customer concerns and improve service.</li><li>Follow up on outstanding issues until the customer receives a clear resolution.</li><li>Prepare order reports and track recurring customer service issues.</li><li>Assist with account setup and customer documentation.</li><li>Identify workflow improvements that reduce order errors and response times.</li></ul>
2026-10-13T22:18:45Z

Service Specialist - ENS Product Services

Auburn, ME
remote
Temporary / Contract
20.90 - 22.00 USD / Hourly
We are looking for a Service Specialist - ENS Product Services to support clients using ExpenseWire and deliver responsive, high-quality service in Auburn, Maine. This Long-term Contract opportunity is ideal for someone who enjoys resolving customer questions, managing follow-up tasks, and maintaining accurate records in a fast-paced support environment. The person in this role will build solid product knowledge, contribute to service improvements, and help ensure client issues are handled within established performance expectations. Responsibilities: • Manage open service items through resolution while meeting defined response targets, service expectations, and quality standards. • Support clients using ExpenseWire by researching questions, providing guidance, and delivering clear updates throughout the support process. • Record customer interactions, case details, and follow-up actions accurately within Salesforce and related service platforms. • Distribute post-support surveys after client interactions and help track feedback to improve the overall customer experience. • Enter and maintain data with a high level of accuracy while balancing competing priorities and deadlines. • Identify recurring issues or workflow gaps and collaborate with leadership to recommend and support practical process improvements. • Use internal systems and digital tools, including AI-enabled resources where appropriate, to improve efficiency and service quality. • Assist with additional assignments or team initiatives as needed and provide guidance to less experienced colleagues when appropriate.
2026-09-17T15:14:17Z

Customer Support Specialist

Bethesda, MD
onsite
Temporary / Contract
22.00 - 28.00 USD / Hourly
We are seeking a Customer Support Specialist to join our team and deliver outstanding service to customers through timely, professional, and solutions-focused support. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately. Responsibilities:<ul><li>Respond to customer inquiries via phone, email, and chat</li><li>Resolve issues and document outcomes in CRM systems</li><li>Escalate complex issues to internal teams</li><li>Identify service trends and improvement opportunities</li></ul>
2026-10-07T14:43:48Z

Sr. Customer Service Specialist

Memphis, TN
onsite
Temporary to Hire
20.00 - 21.00 USD / Hourly
We are looking for a Sr. Customer Service Specialist to join our team in Memphis, Tennessee in a contract-to-permanent capacity. This position serves as a central point of contact for customers while overseeing order activity, account support, and coordination across sales, operations, warehouse, technical, and production teams. The ideal candidate brings a strong service mindset, excellent organization, and the ability to keep multiple priorities moving in a fast-paced, onsite environment. Responsibilities: • Oversee the full order lifecycle from initial entry through fulfillment, confirming accuracy, timing, and customer expectations at each stage. • Partner with internal departments to resolve questions related to inventory, shipment schedules, documentation, and order progress for domestic and international customers. • Support customer accounts by assisting with pricing details, proposals, contract-related coordination, and activities that strengthen long-term business relationships. • Track open orders, customer demand patterns, and forecast information to help improve planning and day-to-day operational execution. • Maintain organized customer records, shared communication channels, and reporting data to ensure information remains current and accessible. • Identify service gaps and workflow inefficiencies, then recommend practical improvements that enhance responsiveness and accuracy. • Provide cross-coverage for customer service and commercial support tasks as business needs shift. • Communicate clearly with customers and internal partners to address issues quickly and maintain a consistent service experience.
2026-10-05T21:08:46Z

Administrative Customer Support Specialist

Mt. Pleasant, PA
onsite
Temporary to Hire
20.00 - 21.00 USD / Hourly
Our client is looking for an Administrative Customer Support Specialist for a temporary 6-8 week assignment in Mount Pleasant, PA. This position is heavily focused on administrative and clerical support, with customer service and basic accounting responsibilities. The ideal candidate is organized, detail-oriented, and comfortable managing a variety of office tasks in a fast-paced environment. Location: Mount Pleasant, PA Duration: Temporary (6-8 Weeks) Pay: $20-21/hour Hours: 7:30 AM or 8:00 AM start, ending at 4:30 PM or 5:00 PM Responsibilities: Provide administrative support to the office, including data entry, filing, record maintenance, and document preparation.Answer incoming phone calls and respond to customer inquiries in a professional and timely manner.Process orders, invoices, and other customer-related documentation.Assist with accounts payable and accounts receivable functions, including invoice entry, payment tracking, and account reconciliation support.Maintain accurate customer, vendor, and financial records within company systems.Support scheduling, correspondence, and general office coordination activities.Collaborate with internal teams to ensure timely resolution of customer and administrative requests.Perform other clerical and office support duties as needed.
2026-10-13T15:23:44Z

Client Services Associate

Houston, TX
onsite
Permanent / Full Time
85000.00 - 110000.00 USD / Yearly
Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly. Responsibilities:• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.
2026-10-02T21:48:45Z

Client Services Coordinator

San Mateo, CA
onsite
Temporary / Contract
27.00 - 29.00 USD / Hourly
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! Responsibilities:• Meet with clients to complete intake conversations, screenings, and initial evaluations in order to understand immediate barriers and identify practical housing options.• Provide timely support during urgent situations, help clients create individualized stability plans, and guide efforts aimed at reducing the risk of homelessness.• Link individuals and families to rental help, utility assistance, public benefits, and other local programs that address essential needs.• Research housing availability, engage with property owners and managers, and assist clients throughout the process of securing appropriate housing placements.• Represent client needs through referrals, partner coordination, and problem-solving with service agencies, landlords, and community organizations.• Prepare and maintain thorough case documentation, ensure records are current, and protect sensitive information in accordance with privacy expectations.• Enter service data accurately, monitor client progress, and support reporting activities that measure outcomes and overall program performance.• Work closely with colleagues and external partners to improve service coordination and strengthen results for clients receiving support.• Carry out daily responsibilities in alignment with organizational standards and all applicable local, state, and federal requirements.
2026-10-15T12:33:45Z

Workplace Experience Support Specialist

Dubuque, IL
remote
Temporary / Contract
17.00 - 19.00 USD / Hourly
Help Create an Exceptional Workplace Experience- We're seeking a Workplace Experience Support Specialist to help deliver a best-in-class experience for employees, clients, and visitors within a professional office environment. This role is responsible for supporting daily office operations, hospitality services, facilities coordination, reception activities, and workplace culture initiatives. The ideal candidate enjoys being the go-to resource for office support, thrives in a fast-paced environment, and takes pride in creating a welcoming, organized, and efficient workplace. If you enjoy creating exceptional experiences, staying organized, and being the person who helps keep an office running smoothly, we'd love to hear from you. Apply today or give our team a call at 563-359-3995! What You'll Do<ul><li>Serve as a primary point of contact for employees, visitors, clients, and vendors</li><li>Create a welcoming and professional experience for all office guests</li><li>Manage visitor check-in processes and reception responsibilities</li><li>Answer and direct calls through a multi-line phone system</li><li>Coordinate meeting rooms, hospitality services, and office-related events</li><li>Support daily office operations to ensure the workplace remains organized, functional, and professional</li><li>Partner with building management and service vendors regarding facility needs and maintenance requests</li><li>Help maintain a safe, clean, and well-maintained office environment</li><li>Coordinate office equipment, furniture, telephones, security badges, and workplace resources</li><li>Manage office and breakroom supply inventory, ordering, and replenishment</li><li>Prepare presentations, meeting materials, reports, handouts, charts, graphics, and supporting documentation</li><li>Support employee engagement and workplace culture initiatives</li><li>Assist with special projects and operational requests across multiple business areas</li><li>Serve as a liaison between office leadership and workplace support functions as needed</li></ul>Why You'll Love This Opportunity<ul><li>Diverse responsibilities that blend office operations, employee experience, hospitality, and facilities coordination</li><li>High-visibility role supporting employees, leadership, clients, and visitors</li><li>Opportunity to contribute to a positive and engaging workplace culture</li><li>Collaborative, professional, and team-oriented environment</li></ul>If you enjoy creating exceptional experiences, staying organized, and being the person who helps keep an office running smoothly, we'd love to hear from you.
2026-10-09T20:23:48Z

Customer Service Representative

Valley Center, CA
onsite
Temporary / Contract
24.00 - 28.00 USD / Hourly
A growing professional services company is seeking a Customer Service Representative to join its client support team. This position is less of a traditional call-center role and more focused on building relationships, managing client requests, coordinating internally, and making sure customers receive timely answers. You’ll be the person clients can count on when they need help — whether that means answering a question, coordinating with another department, researching an issue, or simply following up when you said you would.Responsibilities:<ul><li>Serve as a primary point of contact for assigned customers</li><li>Respond to phone and email inquiries</li><li>Research customer questions and provide accurate answers</li><li>Track requests from beginning to resolution</li><li>Coordinate with internal departments to resolve issues</li><li>Schedule appointments, services, or follow-up calls as needed</li><li>Maintain detailed customer records</li><li>Update CRM information and account notes</li><li>Process service requests and account changes</li><li>Prepare correspondence and customer documentation</li><li>Monitor outstanding requests and proactively follow up</li><li>Escalate complex issues to the appropriate team member</li><li>Identify opportunities to improve the customer experience</li><li>Assist with general administrative projects</li></ul>
2026-10-02T18:13:46Z

Customer Experience Specialist

Lansing, MI
onsite
Temporary to Hire
17.00 - 18.00 USD / Hourly
We are looking for a Customer Experience Specialist to support riders and visitors with knowledgeable, courteous service in Lansing, Michigan. This is a Contract position within the transport industry, focused on delivering a positive customer experience through responsive communication, accurate information sharing, and dependable administrative support. The ideal candidate is comfortable handling public inquiries, resolving service-related concerns, and managing daily transactions with a high level of accuracy and professionalism. Must be available: Monday-Friday 7am-7pm and Saturday and Sunday 8:50am-5pm. Shifts will vary, 40/hours a week. Responsibilities:• Guide customers on routes, fares, schedules, and available transit options so they can make informed travel decisions.• Respond to questions, concerns, and service feedback from riders, vendors, and staff in a respectful and solution-oriented manner.• Demonstrate emotional resilience and professionalism when assisting customers who may be experiencing frustration or service-related concerns, using de-escalation skills to maintain a positive customer experience.• Handle lost-and-found intake and release activities in accordance with established organizational procedures.• Complete daily sales and payment activities for fare products, including cash, check, and card transactions, while maintaining accurate reconciliations.• Monitor and balance the cash drawer and fare media records to support reliable end-of-day accounting.• Open and close customer service locations by following site procedures and maintaining readiness for daily operations.• Provide coverage for front desk and customer experience team functions as needed, while supporting department projects, meetings, and training initiatives.
2026-10-05T19:03:48Z

Patient Services Specialist

Atlanta, GA
onsite
Temporary to Hire
19.00 - 22.00 USD / Hourly
We are looking for a detail-oriented Patient Services Specialist to support patient service operations for a medical device organization in Atlanta, Georgia. This contract position with the potential to become permanent plays an important role in coordinating device-related workflows, maintaining accurate records, and helping ensure timely service for patients and customers. The ideal candidate brings strong administrative ability, a service-focused mindset, and the organization skills needed to manage multiple tasks in a fast-paced environment. Responsibilities: • Enter and process new patient details in internal platforms and Salesforce with a high level of accuracy. • Prepare and activate patient devices in accordance with order and service requirements. • Review, attach, and maintain supporting documentation for each device request based on customer needs. • Generate shipment labels and confirm that shipping information is complete and correct before dispatch. • Upload required reports and maintain current records within company systems. • Monitor outbound and return deliveries, keeping visibility on device movement to and from patients. • Provide occasional support with patient scheduling and coordination of device assignments. • Proactively identify potential delivery obstacles, communicate with internal teams and customers, and help resolve issues to avoid service delays. • Follow attendance expectations, workplace safety standards, and established operating procedures while completing daily responsibilities.
2026-10-15T18:08:51Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000.00 - 131000.00 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-10-16T13:04:08Z

Client Services Representative

Appleton, WI
onsite
Permanent / Full Time
38000.00 - 54000.00 USD / Yearly
We are looking for a Client Services Representative to support daily office operations and deliver attentive service to clients in Wisconsin. This position blends front-desk coordination, administrative support, and account-related assistance in a detail-focused financial services environment. The ideal candidate is organized, detail-focused, and comfortable managing both client-facing interactions and behind-the-scenes documentation with accuracy and care. Responsibilities:• Welcome clients and guests warmly while creating a welcoming and detail-focused front-office experience.• Manage inbound and outbound mail by receiving, organizing, and distributing items in a timely manner.• Track office supply levels, replenish inventory, and coordinate orders to keep the workplace running efficiently.• Digitize records, organize documentation, and maintain accurate physical and electronic filing systems.• Update and maintain client information within the CRM system to support reliable recordkeeping and communication.• Proofread letters, forms, and other written materials to ensure accuracy and readability.• Support special assignments and provide general administrative assistance across the office as business needs arise.• Prepare and submit documentation for both new and existing accounts and coordinate follow-up activities as needed.• Assist with client account servicing by working with external partners, handling check processing, monitoring fund movements, and assembling meeting materials for upcoming client appointments.
2026-10-02T19:38:44Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000.00 - 100000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-10-05T14:28:41Z

Customer Experience Specialist

Haltom City, TX
onsite
Temporary / Contract
22.80 - 26.40 USD / Hourly
We are looking for a Customer Experience Specialist to join a busy service team supporting clients in Haltom City, Texas. This Long-term Contract opportunity is ideal for someone who enjoys helping customers, managing administrative details, and keeping service activity organized in a fast-moving environment. The role focuses on assisting customers with equipment-related service needs while coordinating closely with internal teams to ensure requests are handled accurately and efficiently. Responsibilities: • Handle incoming customer communications related to service needs, repair updates, appointment timing, and equipment questions. • Enter new service requests and keep work order records accurate, current, and well-documented within internal systems. • Partner with scheduling and dispatch teams to help arrange service visits and maintain smooth daily operations. • Track outstanding service orders, identify delays, and follow up to help move requests toward completion. • Address customer concerns with professionalism and escalate more complex issues to the appropriate team members when needed. • Support order-related administrative tasks, including quote assistance, order entry, and status follow-through. • Coordinate with multiple departments to ensure service information is shared clearly and customer expectations are managed effectively.
2026-10-12T21:33:47Z

Customer Experience Specialist

Salt Lake City, UT
onsite
Temporary to Hire
14.25 - 16.50 USD / Hourly
We are looking for a Customer Experience Specialist to support clients and legal teams by managing incoming inquiries and handling case-related administrative tasks. This contract opportunity is based in Salt Lake City, Utah, and is ideal for someone who enjoys delivering attentive service in a fast-paced, detail-oriented environment. The right candidate will communicate clearly, stay organized across multiple tasks, and provide dependable support for a range of law firm matters. Responsibilities: • Respond to inbound calls with care, gather key details, and provide accurate assistance to callers. • Support legal case workflows by completing administrative tasks, updating records, and maintaining organized documentation. • Manage email communication with clients and internal teams to ensure timely follow-up and clear information sharing. • Navigate multiple browser windows and systems efficiently while handling customer interactions and research needs. • Help resolve service and connectivity-related issues by identifying concerns and directing them appropriately. • Maintain a high standard of customer care by addressing questions with patience, accuracy, and attention to detail. • Track case-related activity and ensure information is entered correctly to support ongoing legal matters.
2026-10-09T23:38:42Z

Banking Operations Specialist

Las Vegas, NV
onsite
Temporary / Contract
25.00 - 35.00 USD / Hourly
We are looking for a Banking Operations Specialist to join a high-service banking team in Nevada. This position is suited for a detail-oriented banking specialist who can balance client-facing support with operational execution while maintaining accuracy, responsiveness, and strong service standards. The role works closely with relationship-focused and operational leaders to keep daily banking activity running efficiently and to deliver a seamless experience for internal and external partners. Responsibilities:• Coordinate day-to-day banking support activities across client service, operational, and servicing functions to help maintain smooth workflow and timely resolution of requests.• Execute and support money movement activities, including wire-related tasks, transaction handling, and associated banking service requests with close attention to accuracy and policy adherence.• Provide operational assistance to relationship-based teams and leadership by organizing requests, following through on service needs, and helping manage competing priorities.• Collaborate with Relationship Managers, Business Development Officers, Market Executives, and operations personnel to ensure banking needs are addressed promptly and effectively.• Deliver a high-touch service experience by responding quickly, communicating clearly, and assisting with issues that require discretion, urgency, and strong follow-up.• Help identify and resolve day-to-day operational bottlenecks, escalating concerns when needed to support a small team with significant service demand.• Assist with treasury-related support and general account servicing activities to strengthen overall banking operations and client satisfaction.• Contribute to branch and transaction-related functions such as deposit support, cash handling, check-related activity, and routine banking assistance when applicable.
2026-10-15T23:58:42Z

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