998 Results for Client Services Specialist Jobs in Html

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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

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. Responsibilities: • Guide customers in using digital banking resources, including online and mobile platforms, to help them complete everyday banking activities confidently. • Respond to client questions promptly and handle account-related requests with accuracy, discretion, and attention to detail. • Process routine banking transactions while ensuring service quality, compliance, and a positive customer experience. • Support customer interactions across both face-to-face and remote channels, adapting communication style to meet individual needs. • Maintain strict adherence to security protocols, internal policies, and regulatory standards during every customer interaction. • Collaborate with team members to resolve service issues efficiently and contribute to smooth day-to-day contact center operations. • Represent the organization in customer- and community-facing activities that strengthen client relationships and brand presence.
2026-09-18T15:54:03Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000.00 - 100000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 San Carlos, CA (Hybrid)🏢 Established Wealth Management Firm💰 Competitive Base + Bonus Join a growing advisory team in a hybrid client service role supporting both wealth management operations and insurance-related client needs. This opportunity requires strong client service experience and insurance expertise, with an eagerness to develop it in a collaborative, growth-focused environment. An excellent opportunity for a highly organized, client-focused professional who enjoys building relationships, managing complex workflows, and contributing to a collaborative, growth-oriented team. The RoleThe Client Service Associate will serve as a primary point of contact for clients while managing a variety of operational, administrative, and insurance servicing responsibilities. The role combines traditional wealth management client service functions with insurance case management and planning support, offering broad exposure across advisory operations. Key Responsibilities<ul><li>Manage client account servicing, including account openings, beneficiary updates, money movement requests, rollovers, and account maintenance.</li><li>Support life insurance and annuity operations, including application processing, underwriting coordination, carrier communication, policy servicing, and contract delivery.</li><li>Serve as a primary contact for client inquiries and service requests via phone, email, and virtual meetings.</li><li>Maintain accurate client records, workflows, and activity tracking within CRM and planning systems.</li><li>Coordinate with custodians, insurance carriers, and internal team members to ensure timely execution of client requests.</li><li>Track compliance-related activities, documentation, and operational processes.</li><li>Assist with financial planning support, client onboarding, data gathering, and plan preparation.</li><li>Manage advisor scheduling and client meeting coordination.</li><li>Support referral tracking, marketing initiatives, and client engagement efforts.</li><li>Assist with special projects and operational improvements as needed.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-05T21:03:58Z

Exception Services Specialist

Novato, CA
onsite
Temporary / Contract
30.00 - 32.00 USD / Hourly
We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support. Responsibilities: • Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution. • Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections. • Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling. • Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner. • Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data. • Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations. • Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling. • Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels. • Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
2026-10-09T22:28:49Z

Customer Service Representative

Wilmington, MA
onsite
Permanent / Full Time
50000.00 - 60000.00 USD / Yearly
Robert Half is recruiting for a Customer Service Specialist role with a rapidly growing manufacturing client in the Wilmington area. This is a permanent role, joining an already established team, with lots of growth opportunity. Our client is looking for a customer service candidate with at least 1 year of professional business to business experience. A Bachelor's Degree is preferred. Responsibilities include preparing quotes, processing orders, and answering more technical questions as needed. This is NOT a call center role, it's a far more strategic customer service function. If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I'm scheduling interviews soon!
2026-10-01T20:25:30Z

Client Services Representative

Newtown, PA
onsite
Permanent / Full Time
60000.00 - 80000.00 USD / Yearly
We are looking for a Client Services Representative to support a fast-paced public accounting environment. This role serves as a key point of contact for clients, helping ensure information is gathered accurately, timelines are met, and service remains consistent and dependable throughout the engagement lifecycle. The ideal candidate brings prior experience within an accounting firm and can confidently manage administrative, document, and client-facing tasks with a high degree of discretion. Responsibilities: • Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions. • Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use. • Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule. • Draft engagement letters, written client communications, and other administrative materials needed to support daily operations. • Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs. • Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems. • Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks. • Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines. • Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
2026-09-25T17:04:10Z

Customer Success Specialist

Honolulu, HI
onsite
Temporary / Contract
17.41 - 20.16 USD / Hourly
We are looking for a customer-focused Customer Success Specialist to support order coordination and service operations for a long-term contract position. This role combines front-desk customer interaction with administrative follow-through, helping ensure orders are handled accurately and customers receive timely updates. The ideal candidate is organized, responsive, and comfortable working closely with internal teams to keep daily workflows moving smoothly. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling us at 808-531-0800. Responsibilities:• Welcome customers during order pickup and provide courteous, attentive assistance throughout the interaction.• Enter, review, and update order information to help ensure complete and accurate processing from receipt through fulfillment.• Partner with warehouse and purchasing teams to confirm product availability, track progress, and coordinate expected completion timelines.• Keep customers informed by sharing order updates, delivery changes, and other relevant service information in a timely manner.• Handle administrative support tasks such as maintaining records, organizing documentation, and completing data entry with a high level of accuracy.• Respond to customer questions related to products, orders, and scheduling, and work to resolve concerns efficiently.• Work across departments to support smooth daily operations and promote a positive customer experience.• Assist with general office coordination to maintain an organized and effective work environment.
2026-10-10T01:18:41Z

Customer Experience Specialist

Jenison, MI
onsite
Temporary / Contract
19.79 - 22.91 USD / Hourly
We are looking for a Customer Experience Specialist to support daily front office operations for a manufacturing organization in Jenison, Michigan. This is a Contract position focused on creating a welcoming first impression, responding to customer inquiries, and ensuring orders and communications are handled accurately. The ideal candidate brings strong interpersonal skills, confidence in a fast-paced office setting, and the ability to coordinate smoothly with both visitors and internal teams. Responsibilities: • Welcome visitors, delivery personnel, and customers at the front desk while maintaining an organized and detail-focused reception area. • Answer incoming phone calls, address routine questions, and direct inquiries to the appropriate team members when needed. • Receive customer orders and enter accurate information into company systems in a timely manner. • Manage guest check-in procedures and ensure all visitors are properly signed in according to office expectations. • Communicate with internal departments to support order flow, resolve issues, and keep customer requests moving efficiently. • Monitor email and browser-based tools to respond to customer needs and track ongoing communications. • Provide attentive service to customers by listening carefully, clarifying concerns, and offering helpful follow-up. • Support front office coordination tasks that help maintain smooth day-to-day customer service operations.
2026-10-16T14:14:07Z

Payroll Specialist

Carlsbad, CA
onsite
Temporary / Contract
28.00 - 32.00 USD / Hourly
Know payroll beyond the software? This role is for you.A North County professional services organization is looking for a Payroll Specialist who combines technical payroll knowledge with strong client and employee support skills. This opportunity is ideal for someone who enjoys understanding how payroll information flows through a system, identifying discrepancies, and helping people resolve issues before they become larger problems. You'll partner with clients or internal departments to collect payroll information, validate employee data, process payroll accurately, and answer questions throughout the payroll cycle. The position also offers exposure to system workflows, account setup, reporting, and process improvements.The team is looking for someone who can work independently, communicate clearly, and take ownership of payroll from initial data review through final reconciliation.Your day-to-day responsibilities:<ul><li>Collect and review payroll information for accuracy and completeness.</li><li>Process payroll according to established schedules and service deadlines.</li><li>Validate employee hours, pay rates, deductions, tax information, and direct deposit details.</li><li>Investigate payroll calculation issues and resolve discrepancies.</li><li>Communicate with clients, employees, or department contacts regarding missing information and payroll questions.</li><li>Assist with onboarding new payroll accounts or employee groups.</li><li>Maintain payroll calendars, processing checklists, and supporting documentation.</li><li>Prepare payroll registers, reconciliation reports, and other recurring reporting.</li><li>Review payroll changes and ensure appropriate approvals are documented.</li><li>Assist with quarter-end and year-end payroll processes.</li><li>Support payroll system updates, testing, and process improvements.</li><li>Identify recurring issues and recommend practical solutions that improve accuracy and turnaround time.</li></ul>
2026-10-12T17:28:44Z

Customer Experience Specialist

Seattle, WA
onsite
Temporary / Contract
23.75 - 25.00 USD / Hourly
We are looking for a Customer Experience Specialist to join a busy support team in Seattle, Washington. This Long-term Contract opportunity is ideal for someone who enjoys assisting customers, managing a fast-paced workload, and creating positive service experiences through thoughtful communication. The person in this role will handle a range of customer needs while contributing to a collaborative and customer-focused environment. Responsibilities: • Manage a high volume of daily customer contacts while maintaining composure, accuracy, and a service-focused approach. • Support customers with order placement, product exchanges, and returns by following established service guidelines and company policies. • Document customer concerns and feedback thoroughly, and route more complex matters to the appropriate team for resolution. • Respond to customer inquiries through phone and email with clear, attentive, and empathetic communication. • Troubleshoot basic customer issues, including connectivity-related concerns, and provide timely assistance or next-step guidance. • Work closely with colleagues to promote a cooperative, positive, and solution-driven team atmosphere. • Navigate multiple browser-based tools and systems efficiently to research information and complete customer requests. • Maintain strong attention to detail while adapting to shifting priorities in a high-demand service environment.
2026-10-12T20:58:41Z

Client Services Associate

Portage, MI
onsite
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
We are looking for a detail-oriented Client Services Associate to support a high-quality client experience in Portage, Michigan. This position works closely with internal partners to coordinate meeting preparation, manage account-related activities, and help keep client information accurate and current. The ideal candidate brings financial services experience, strong organizational ability, and a careful approach to handling sensitive information. Responsibilities: • Partner with advisors and investment professionals to organize materials, recommendations, and supporting documents in advance of client appointments. • Participate in client meetings as needed and carry out next steps promptly to ensure timely follow-through. • Guide new clients through the onboarding process by gathering required details and completing account-opening documentation. • Update and maintain client records within company systems, with a strong focus on precision and data integrity. • Process service requests such as beneficiary revisions, address updates, required minimum distributions, transfers, and movement of funds accurately and on schedule. • Carry out trade-related activities based on direction from the investment team while following established procedures. • Work with custodians, mutual fund companies, and other financial institutions to complete transactions and help resolve account issues. • Enter client information into financial planning tools and support analysis and presentation preparation for client-facing discussions. • Protect confidential client data and perform all work in accordance with regulatory and compliance standards.
2026-09-22T20:23:49Z

Citizen Support Specialist

Cleveland, OH
onsite
Temporary to Hire
17.10 - 18.00 USD / Hourly
We are looking for a Citizen Support Specialist to join a city service team in Cleveland, Ohio. This onsite role is a contract opportunity with the potential to become permanent for someone who enjoys helping the public, managing a high volume of inquiries, and providing clear guidance across city programs and services. The ideal candidate brings strong communication skills, careful attention to detail, and the ability to remain focused and accurate in fast-paced customer interactions. Responsibilities: • Respond to a high volume of inbound resident calls each day and deliver courteous, solution-focused support. • Record, update, and monitor service requests within the city’s customer relationship management system with a high level of accuracy. • Provide residents with dependable information about municipal services, public programs, community events, and city facilities by using approved reference tools and knowledge resources. • Follow established call handling procedures to resolve inquiries directly or direct them to the appropriate department when further action is needed. • Assist callers with property and location-related questions by using internal lookup tools, mapping resources, and related city systems. • Support communication with residents who have limited English proficiency by accessing translation services when appropriate. • Maintain confidentiality and precise documentation throughout every interaction and data entry task. • Contribute to consistent service delivery by adhering to scripted guidance, workflow expectations, and quality standards in a structured call center environment.
2026-10-07T07:03:46Z

Sales Support Specialist

Rockville, MD
onsite
Temporary / Contract
24.00 - 28.00 USD / Hourly
The Sales Support Specialist provides administrative and operational support to the sales team to help drive revenue and ensure a smooth customer experience. This role assists with order processing, customer communication, reporting, documentation, and coordination across internal departments. Responsibilities<ul><li>Prepare sales reports, proposals, and presentations</li><li>Maintain CRM records and client data</li><li>Process orders and ensure documentation accuracy</li><li>Support client follow-ups and internal coordination</li></ul>
2026-10-07T15:18:53Z

Customer Experience Specialist

Honolulu, HI
onsite
Temporary / Contract
22.00 - 24.00 USD / Hourly
We are looking for a onsite Customer Experience Specialist to support a Financial Services team in Honolulu, Hawaii. This Long-term Contract position focuses on delivering responsive service to customers while assisting with claims-related administrative work in a fast-paced environment. The ideal candidate brings strong organizational skills, accuracy with data, and the ability to handle customer interactions efficiently. Preference will be given to Hawaii residents due to the nature of this opportunity. Responsibilities:• Provide front-line support to internal and external customers by answering inquiries, managing email correspondence, and handling inbound and outbound communication.• Review and process claims documentation accurately, ensuring information is complete and submitted within established timelines.• Confirm insurance details by checking coverage information and resolving discrepancies through careful follow-up.• Enter, update, and maintain claim and customer records with a high degree of precision across required tracking tools and databases.• Keep detailed operational logs and prepare routine reports to support department visibility and workflow monitoring.• Assist the claims team with day-to-day administrative tasks that help maintain smooth and efficient department operations.
2026-10-13T17:48:42Z

Customer Support Account Specialist

Rockleigh, NJ
onsite
Temporary / Contract
22.80 - 26.40 USD / Hourly
We are looking for a Customer Support Account Specialist to support key customer accounts in Rockleigh, New Jersey within the high-tech electronics industry. This Long-term Contract position focuses on delivering responsive account support across the full sales cycle, helping customers and internal teams navigate order activity, service needs, and issue resolution. The ideal candidate is comfortable managing complex account requests, communicating across departments, and ensuring a consistent customer experience from inquiry through fulfillment. Responsibilities: • Build and sustain strong working relationships with major customer accounts while serving as a reliable point of contact for sales and support needs. • Manage escalated account concerns and coordinate timely resolutions related to orders, returns, shipment status, and logistics matters. • Provide day-to-day support before and after the sale by partnering with customers and sales teams to keep account activity moving efficiently. • Investigate order delays, rush requests, tracking questions, and shipping updates, and adjust order details when business needs change. • Review and maintain account information in company databases, monitor key data points, and prepare reports for customers and internal stakeholders. • Identify practical solutions to moderately complex service challenges to help maintain smooth account operations and customer satisfaction. • Communicate with cross-functional teams including fulfillment, production, shipping, finance, technical support, and client-facing groups to resolve issues effectively. • Represent the organization at trade shows and industry events as needed to support customer engagement and business objectives.
2026-10-13T17:53:40Z

Consumer Loan Servicing Specialist

Columbus, OH
onsite
Temporary / Contract
21.85 - 23.00 USD / Hourly
We are looking for an experienced Consumer Loan Servicing Specialist to support investor reporting and loan servicing operations for a contract opportunity in Columbus, Ohio. This position focuses on maintaining accurate remittance activity, resolving reporting issues, and supporting portfolio-level accounting and reconciliation work across mortgage servicing functions. The ideal candidate brings strong analytical judgment, advanced Excel capabilities, and a solid understanding of investor requirements, cash activity, and servicing operations. Responsibilities:• Review loan-level reporting data, identify exceptions, and complete corrections before investor remittance deadlines.• Produce and verify investor reporting files and remittance details for assigned servicing portfolios with a high degree of accuracy.• Execute timely remittance-related activities in alignment with established investor rules, reporting standards, and funding requirements.• Reconcile portfolio balances, custodial activity, and related accounting records to support accurate reporting and compliance.• Investigate reporting variances, remittance breaks, and investor questions, then drive issues through resolution.• Prepare cash transactions, wire activity, and general ledger support entries tied to investor reporting functions.• Work closely with investor accounting and operational servicing teams to clear outstanding items and improve data consistency.• Assist with portfolio transfers, new investor onboarding, loan acquisition activity, sales support, and repurchase-related tasks.• Provide documentation, reporting analysis, and audit support for regulatory reviews, internal examinations, and compliance assessments
2026-10-13T14:43:47Z

Client Relationship Specialist

Chicago, IL
onsite
Permanent / Full Time
85000.00 - 90000.00 USD / Yearly
The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Job Description:We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities:<ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul>
2026-09-17T20:34:09Z

Customer Account Specialist

Canonsburg, PA
onsite
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
.We are seeking a customer-focused Account Specialist to serve as the primary contact for a portfolio of customer accounts. In this role, you'll partner closely with sales, operations, production, and accounting teams to ensure orders are processed accurately, delivered on time, and supported with exceptional customer service.This position is ideal for someone who enjoys building relationships, solving problems, and coordinating across multiple departments in a fast-paced manufacturing environment.What You'll Do<ul><li>Serve as the main point of contact for assigned customer accounts.</li><li>Prepare quotes, enter orders, process order changes, and provide timely status updates.</li><li>Coordinate with operations and production teams to confirm lead times and delivery schedules.</li><li>Support the sales team by verifying pricing, product specifications, and order details.</li><li>Track and resolve customer inquiries, complaints, and returns.</li><li>Monitor open orders and proactively communicate potential issues before they impact customers.</li><li>Maintain accurate customer records and account documentation.</li><li>Manage customer procurement portals, including order, pricing, and invoice uploads.</li><li>Partner with accounting on billing inquiries and credit-related matters.</li><li>Assist with logistics and shipping coordination as needed.</li><li>Provide coverage and support for team members during peak workloads or absences.</li></ul>Growth OpportunitySuccessful Account Specialists often evolve into trusted business partners for both customers and internal teams. As you develop knowledge of customer operations, products, and purchasing trends, you'll have opportunities to:<ul><li>Identify additional products and solutions that support customer needs.</li><li>Recognize purchasing patterns and proactively address changing requirements.</li><li>Build strong customer relationships and become a valued resource and advisor.</li><li>Contribute to customer retention and long-term account growth.</li></ul>
2026-10-08T16:33:47Z

Call Center Specialist

Honolulu, HI
onsite
Temporary / Contract
26.92 - 31.17 USD / Hourly
We are looking for a customer-focused Call Center Specialist to support a leading organization in the energy and natural resources industry. This long-term contract position is ideal for someone who enjoys helping customers, navigating service-related questions, and delivering clear, attentive support in a busy contact center setting. The person in this role will manage a wide range of account and service requests while ensuring each interaction is handled accurately and efficiently. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling us at 808-531-0800. Responsibilities:• Respond to incoming calls from customers and provide timely assistance with questions, concerns, and service needs.• Complete service-related transactions such as starting new accounts, updating customer information, arranging deposits, and processing disconnection requests.• Investigate and resolve issues involving billing, payments, energy usage, and general account activity.• Record customer interactions and account changes carefully within internal service and account management systems.• Deliver solutions to customer concerns by gathering information, reviewing account details, and following established service procedures.• Provide an attentive and courteous experience during high-volume periods while maintaining accuracy and responsiveness.• Support account maintenance tasks and related administrative activities, including documentation and digital record handling when needed.
2026-10-01T20:25:30Z

Client Service Associate

San Mateo, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | REMOTE Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T02:04:10Z

Customer Experience Specialist

Joshua Tree, CA
onsite
Temporary / Contract
18.21 - 23.00 USD / Hourly
We are looking for a Customer Experience Specialist to support customers in a California location with a wide range of account and service needs. This Long-term Contract position is ideal for someone who enjoys delivering clear guidance, resolving service concerns, and creating positive experiences across phone and written communication. The person in this role will help customers navigate billing, account maintenance, assistance programs, and service requests while ensuring interactions are handled accurately and professionally. Responsibilities: • Provide responsive support to customers by answering questions related to billing, rate structures, account activity, and general service inquiries. • Manage account lifecycle transactions, including opening new accounts, updating existing customer information, and closing services when requested. • Process service activation and disconnection requests while ensuring all required steps are completed accurately and on time. • Explain credit-related guidelines, payment expectations, and available customer assistance options, including programs for customers with relevant financial need. • Investigate concerns related to unusually high usage, communicate findings clearly, and assist with customer outreach when notification is required. • Support customers and stakeholders with questions tied to development-related service requests and associated processes. • Carry out lock-off activities for delinquent water accounts in accordance with applicable regulations, policies, and legal requirements. • Prepare and send customer correspondence regarding account standing, including notices for missed payments, returned payments, and payment arrangements.
2026-10-12T22:24:07Z

Sales Support

Tampa, FL
onsite
Temporary to Hire
17.41 - 20.16 USD / Hourly
We are looking for a detail-oriented Sales Support specialist to join a travel-focused organization in Tampa, Florida. This contract-to-permanent opportunity is ideal for someone with strong ticketing experience who is comfortable assisting with group travel agreements and supporting customers after the sale. The role blends client service, sales coordination, and order processing in a fast-paced environment where accuracy and responsiveness are essential. Responsibilities: • Provide day-to-day support for travel-related sales activity, ensuring client requests are handled accurately and promptly. • Assist with ticketing tasks and help coordinate group contract details for customers with specialized travel needs. • Manage incoming inquiries, respond to customer questions, and guide clients through post-purchase support needs. • Conduct outbound outreach as needed to follow up on bookings, confirm details, and maintain strong customer relationships. • Enter and update orders in internal systems, verifying information for completeness and accuracy before processing. • Work closely with sales and service teams to keep account information current and resolve issues in a timely manner.
2026-10-14T18:28:47Z

Client Service Associate | Boutique RIA Firm

San Mateo, CA
remote
Permanent / Full Time
75000.00 - 95000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. San Mateo, CA | Remote Flexibility AvailableJennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing, client-focused wealth management firm in San Mateo that is looking to add a Client Service Associate to its team. This is a great opportunity to join an expanding advisory practice and work closely with Financial Advisors to support high-net-worth clients and their day-to-day financial needs. The firm offers a collaborative team environment, a strong focus on client relationships, and the flexibility to work remotely. Responsibilities<ul><li>Coordinate new account openings, account transfers, and ongoing account maintenance.</li><li>Process beneficiary changes, address updates, money movement requests, and other account-related transactions.</li><li>Assist with insurance applications and related paperwork, including gathering and organizing required client information.</li><li>Communicate directly with clients via phone and email to gather documentation, provide updates, and address account-related questions.</li><li>Work with custodians, financial advisors, and internal team members to ensure client requests are handled accurately and efficiently.</li><li>Review account paperwork and documentation for accuracy and completeness prior to submission.</li><li>Maintain organized and up-to-date client records, ensuring proper documentation and recordkeeping.</li><li>Provide day-to-day administrative and operational support to Financial Advisors and the broader advisory team.</li><li>Assist with additional client service initiatives and operational projects as needed.</li></ul>
2026-10-12T17:54:07Z

Account Management Specialist – Customer Service

Oakland, CA
onsite
Temporary / Contract
26.00 - 32.00 USD / Hourly
We are seeking an Account Management Specialist to provide exceptional customer service, support client accounts, and build strong business relationships.Responsibilities:<ul><li>Serve as the main point of contact for assigned customer accounts</li><li>Respond to client questions regarding orders, services, and account activity</li><li>Coordinate with internal teams to resolve issues</li><li>Maintain accurate account records and documentation</li><li>Support account reviews and reporting</li><li>Ensure a high level of customer satisfaction</li></ul>
2026-10-17T00:33:44Z

Client Service Coordinator - Associate

Osterville, MA
onsite
Temporary / Contract
22.00 - 22.00 USD / Hourly
Client Service Coordinator - AssociateLocation: Osterville, MA 02655Assignment Type: TemporaryAssignment Length: 12 weeksSchedule: 30 hours per weekTentative Pay Rate: $22.00 per hourPosition OverviewWe are seeking a Client Service Coordinator - Associate to provide front desk, administrative, and operational support within a branch office. This position will support daily office functions, advisors, branch meetings and events, and ongoing operational projects.Key Responsibilities<ul><li>Cover incoming phone calls and front desk operations.</li><li>Handle incoming and outgoing mail and maintain the branch check log.</li><li>Order office supplies and stationery.</li><li>Assist with licensing-related administrative tasks and expense reports.</li><li>Provide basic administrative support to advisors as needed.</li><li>Support the Interim Operations Leader with branch event planning and execution.</li><li>Contribute to OAR-related projects and initiatives.</li><li>Coordinate branch meetings, including confirming wholesalers, ordering lunch, and tracking attendance.</li><li>Assist with advertising-related administrative activities.</li><li>Coordinate and distribute invitations for regional webinars to the branch.</li><li>Provide additional branch operational and administrative support as needed.</li></ul>
2026-09-29T19:03:48Z

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