<p>We are looking for an Accounts Receivable Specialist to join a growing finance team in Blaine, Minnesota on a Long-term Contract basis. This position will support day-to-day receivables activity across a multi-entity environment, helping maintain accurate billing, timely collections, and dependable cash application processes. The ideal candidate is organized, detail-oriented, and comfortable working with internal stakeholders to resolve account issues and keep customer balances current.</p><p><br></p><p>Responsibilities:</p><p>• Manage invoicing, payment posting, and account follow-up activities to support accurate and timely accounts receivable operations.</p><p>• Conduct business-to-business collection efforts by communicating with customers regarding overdue balances and working toward prompt resolution.</p><p>• Reconcile customer accounts, invoices, and cash receipts to identify discrepancies and ensure records remain accurate.</p><p>• Apply incoming payments to the appropriate accounts and investigate unapplied or misapplied cash items.</p><p>• Prepare regular account reviews and month-end receivable reconciliations to support financial accuracy and reporting needs.</p><p>• Partner with internal teams across multiple business units to address billing questions, payment issues, and account adjustments.</p><p>• Monitor aging reports and escalate high-risk or complex collection matters when necessary.</p><p>• Assist with receivables-related process support tied to newly implemented financial tools and expanding business operations.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
<p>We are looking for a Customer Service and Logistics Representative to join a team outside of Shortpump in Richmond, Virginia in a contract-to-permanent capacity. This position supports customers and sales partners by handling inquiries, preparing pricing information, entering orders, and coordinating updates across internal departments. The role is well suited for someone who communicates clearly, stays organized in a fast-paced environment, and takes pride in delivering accurate information and dependable service.</p><p><br></p><p>Responsibilities:</p><p>• Respond to inbound customer requests by phone and email, providing clear answers on products, availability, order status, and service-related questions.</p><p>• Prepare and deliver pricing information for parts and attachments, maintain records of active quotes, and follow up with customers in a timely manner.</p><p>• Enter sales orders with a high degree of accuracy, confirming specifications, quantities, and special instructions before submission.</p><p>• Share product literature, technical details, installation materials, and related resources to help customers make informed purchasing decisions.</p><p>• Support account follow-up activities by assisting with past-due balances, return authorization details, and related customer communications.</p><p>• Coordinate closely with shipping and production teams to keep orders moving efficiently and to communicate expected delivery timing when needed.</p><p>• Process order changes by documenting revisions clearly and ensuring updated information is communicated to all relevant internal teams.</p><p>• Monitor open orders, drop-ship activity, and in-transit shipments, updating internal notes and following through on outstanding items to maintain visibility.</p><p>• Reserve applicable equipment for customer needs when advance identification or prepayment arrangements are required.</p>
<p>Our client is seeking a detail-oriented and customer-focused Service Coordinator to support daily operations and ensure timely coordination of service requests, scheduling, and communication between clients, vendors, and internal teams. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and can manage multiple priorities while delivering excellent service. The ideal candidate is organized, proactive, and able to maintain strong communication across all parties to help drive operational efficiency and customer satisfaction.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Coordinate and schedule service appointments, work orders, and technician assignments</li><li>Serve as a primary point of contact for clients, tenants, vendors, or internal teams regarding service-related requests</li><li>Monitor service timelines and follow up to ensure timely completion of work</li><li>Maintain accurate records of service calls, work orders, invoices, and related documentation</li><li>Communicate updates, delays, and resolutions clearly and professionally</li><li>Assist with billing support, data entry, and reporting as needed</li><li>Help prioritize urgent requests and escalate issues when appropriate</li><li>Support process improvements to enhance service delivery and office efficiency</li></ul><p><br></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate day-to-day banking support activities across client service, operational, and servicing functions to help maintain smooth workflow and timely resolution of requests.</p><p>• 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.</p><p>• Provide operational assistance to relationship-based teams and leadership by organizing requests, following through on service needs, and helping manage competing priorities.</p><p>• Collaborate with Relationship Managers, Business Development Officers, Market Executives, and operations personnel to ensure banking needs are addressed promptly and effectively.</p><p>• Deliver a high-touch service experience by responding quickly, communicating clearly, and assisting with issues that require discretion, urgency, and strong follow-up.</p><p>• Help identify and resolve day-to-day operational bottlenecks, escalating concerns when needed to support a small team with significant service demand.</p><p>• Assist with treasury-related support and general account servicing activities to strengthen overall banking operations and client satisfaction.</p><p>• Contribute to branch and transaction-related functions such as deposit support, cash handling, check-related activity, and routine banking assistance when applicable.</p>
<p>Do you possess excellent communication abilities and strong data entry skills? Robert Half is seeking personable Customer Service Representatives to assist our client’s ongoing needs in the area. The Customer Service Representative will receive and process incoming calls from customers in an accurate, efficient, and timely manner and maintain solid customer relationships by handling questions and concerns with speed. The Customer Service Representative will communicate with other departments within the company, respond to internal questions and issues, and review and process documents. This position also may require research skills to troubleshoot customer problems and will act as support for other teams within the company. </p>
We are looking for a Customer Service Representative to support a fast-paced organization in the gaming industry based in Jersey City, New Jersey. This Long-term Contract opportunity is ideal for someone who enjoys helping customers, handling high call volumes, and providing accurate support with care and attention to detail. The person in this role will serve as a key point of contact for inbound inquiries while also assisting with outbound communication and precise order-related updates.<br><br>Responsibilities:<br>• Respond to incoming customer calls promptly and provide clear, courteous assistance for a wide range of service-related questions.<br>• Make outbound calls as needed to follow up on requests, confirm details, and help resolve open customer issues.<br>• Enter and update customer orders with a high level of accuracy while ensuring records remain complete and current.<br>• Address customer concerns efficiently by identifying needs, explaining available solutions, and guiding each interaction toward resolution.<br>• Maintain detailed documentation of conversations, actions taken, and next steps to support service continuity.<br>• Handle call center interactions in a detail-oriented manner while meeting expected service levels and quality standards.<br>• Coordinate with internal teams when necessary to escalate issues and ensure timely customer support.<br>• Contribute to a positive customer experience by communicating clearly, managing multiple requests, and staying organized throughout the workday.
<p>We are seeking an execution-focused Lifecycle Marketing Specialist to join our team for a 9-month contract engagement. In this role, you will act as an embedded extension of the Lifecycle Marketing team, focusing on building automated nurture programs, scaling our communications infrastructure, and improving execution velocity across our marketing technology stack.</p>
<p><strong>Job Summary</strong></p><p>We are hiring a Payroll Specialist to support payroll processing, employee record maintenance, and payroll-related compliance activities. This role is responsible for helping ensure timely and accurate payroll while responding to employee inquiries and supporting reporting needs. The ideal candidate is detail-oriented, discreet, and able to manage confidential information professionally.</p><p><strong>Key Responsibilities</strong></p><ul><li>Process payroll and review payroll data for accuracy</li><li>Maintain employee payroll records and updates</li><li>Assist with timekeeping review and payroll adjustments</li><li>Respond to employee questions related to payroll</li><li>Support payroll reconciliations and reporting</li><li>Help ensure compliance with internal policies and payroll procedures</li><li>Coordinate with internal teams on payroll-related matters</li><li>Assist with audits and year-end payroll activities</li></ul><p><br></p>
<p>We are seeking an execution-focused Lifecycle Marketing Specialist to join our team for a 9-month contract engagement. In this role, you will act as an embedded extension of the Lifecycle Marketing team, focusing on building automated nurture programs, scaling our communications infrastructure, and improving execution velocity across our marketing technology stack.</p>
<p>We are looking for a service-focused Call Center Representative to support customers from our Maryland location within the Energy/Natural Resources industry. This role is ideal for someone who thrives in a fast-paced environment, communicates clearly, and enjoys helping customers resolve questions efficiently. In this role, you will manage a steady flow of inbound calls, research account details across multiple systems, and create positive experiences through accurate and empathetic support.</p><p><br></p><p>Responsibilities:</p><ul><li>Respond to a large volume of incoming customer calls with professionalism, patience, and a solutions-oriented approach.</li><li>Guide customers through questions related to services, account details, and general support needs while providing clear and accurate information.</li><li>Use several computer programs at once to locate records, review relevant details, and complete tasks efficiently during live calls.</li><li>Address customer concerns with empathy and sound judgment to help achieve timely and satisfactory resolutions.</li><li>Record call details thoroughly and maintain up-to-date customer information within internal systems.</li><li>Partner with coworkers and cross-functional teams when issues require additional research or escalation.</li><li>Consistently work toward service goals and quality expectations established for the call center team.</li><li>Keep current on company guidelines, service updates, and industry-related information to support accurate customer communication.</li></ul>
<p>Robert HAlf is currently recruiting for a Credit and Collections Specialist to support accounts receivable activities and help maintain healthy customer credit practices for our Knoxville, Tennessee operation. This position focuses on evaluating credit information, following up on commercial accounts, and keeping documentation accurate across financial systems. The ideal candidate brings strong attention to detail, sound judgment, and the ability to communicate effectively with internal teams and customers.</p><p><br></p><p>Responsibilities:</p><p>• Review customer credit submissions, verify supporting information, and assist with decisions related to commercial account approval.</p><p>• Monitor outstanding balances, contact business customers regarding overdue invoices, and work toward timely resolution of open receivables.</p><p>• Maintain complete and accurate records of credit files, collection activity, and account updates within designated systems.</p><p>• Analyze account status and payment trends to identify risk concerns and recommend appropriate follow-up actions.</p><p>• Support daily credit and collections operations by coordinating with sales, customer service, and finance teams.</p><p>• Prepare reporting and account summaries using available tools to improve visibility into receivables performance and collection efforts.</p><p>• Use business systems such as D365 and AS400 to manage account details, payment activity, and documentation.</p><p>• Contribute to process consistency by ensuring account handling aligns with company credit policies and documentation standards.</p><p><br></p><p>The position will require 1+ years of collections experience. The position is 100% onsite and will require someone to live in the local Knoxville or surrounding areas. For immediate consideration please contact Lisa Coker at 865-370-2084 to set up an interview</p>
We are looking for a Customer Service Representative to join an import/export operation in Wilmington, North Carolina. This Long-term Contract position is ideal for someone with a strong service mindset and accurate data entry skills who is interested in developing expertise within logistics. The role offers the opportunity to support daily customer interactions, maintain organized records, and contribute to efficient shipment coordination in a fast-paced office environment.<br><br>Responsibilities:<br>• Respond to customer questions and provide timely support related to orders, shipment activity, and service requests.<br>• Enter and update shipment, customer, and order information accurately in company systems and records.<br>• Prepare, organize, and review documentation to help ensure smooth import/export and logistics operations.<br>• Coordinate with internal teams to track requests, resolve issues, and maintain clear communication throughout the service process.<br>• Use Microsoft Office applications and standard office equipment to manage correspondence, reports, and daily administrative tasks.<br>• Monitor details carefully to reduce errors and keep customer and operational information current and complete.<br>• Learn logistics procedures and workflows through training and apply that knowledge to day-to-day customer service activities.
<p>Are you passionate about helping others and delivering exceptional customer service? We are seeking a <strong>Customer Service Representative</strong> to join a respected non-profit organization in Sturgeon Bay, Wisconsin. This contract-to-permanent opportunity is ideal for someone who thrives in a fast-paced environment, enjoys interacting with people, and takes pride in providing accurate, solution-focused support. In this role, you'll be the first point of contact for customers, managing inbound inquiries, processing orders, and ensuring every interaction leaves a positive impression. If you're organized, detail-oriented, and enjoy making a difference through outstanding service, we'd love to hear from you.</p><p><br></p><p><strong>Why Join Us?</strong></p><ul><li>Opportunity to transition into a permanent position</li><li>Meaningful work supporting a mission-driven organization</li><li>Collaborative and supportive team environment</li><li><strong>$1,000+ Quarterly Performance Bonus</strong> available to all contractors and employees</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional customer service by handling a high volume of inbound calls empathy and efficiency.</li><li>Assist customers by answering questions, resolving routine concerns, and providing guidance on products, services, and available resources.</li><li>Accurately enter orders and customer information into internal systems while maintaining a high level of attention to detail.</li><li>Document customer interactions thoroughly to ensure complete and up-to-date records.</li><li>Conduct outbound calls as needed to follow up on requests, verify information, or provide status updates.</li><li>Manage multiple priorities in a fast-paced call center environment while consistently meeting service and productivity goals.</li><li>Escalate complex issues to the appropriate team members to ensure timely and effective resolution.</li></ul><p><br></p>
<p>Join a growing team where your attention to detail and organizational skills make a direct impact. We're seeking a reliable and customer-focused <strong>DMV Services Clerk</strong> to support vehicle title and registration processes in a fast-paced, collaborative environment. This is an excellent opportunity for someone who enjoys administrative work, problem-solving, and keeping critical transactions moving efficiently.</p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Serve as a key liaison with DMV offices to obtain updates, verify requirements, and ensure timely processing of title and registration transactions.</li><li>Review, prepare, scan, and maintain accurate documentation related to vehicle titles, registrations, and supporting records.</li><li>Document account activity, enter detailed notes, and maintain accurate status updates within internal systems.</li><li>Track outstanding items and proactively follow up to resolve pending title and registration issues.</li><li>Research fees, corrections, and documentation requirements to ensure compliance and accuracy.</li><li>Coordinate with internal teams and external parties to obtain missing information and successfully close accounts.</li><li>Support onboarding and training efforts by helping new team members learn departmental procedures and best practices.</li></ul><p><br></p>
<p>We are seeking a <strong>Collections Specialist</strong> with strong collections experience for a client in Rosemont, IL. Ideal candidates will have a background in collections, accounts receivable, cash applications, customer account reconciliation, and following up on outstanding balances. Experience generating reports, analyzing aging, and working extensively in Excel is highly preferred.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage a portfolio of customer accounts and follow up on past-due invoices</li><li>Contact customers via phone and email to secure payment and resolve outstanding balances</li><li>Review and maintain aging reports, prioritizing collection activities accordingly</li><li>Research and resolve billing discrepancies, short payments, and unapplied cash</li><li>Reconcile customer accounts and document collection efforts</li><li>Partner with internal teams including AR, Customer Service, and Sales to resolve payment issues</li><li>Generate and analyze collection and aging reports in Excel</li><li>Assist with cash applications and other Accounts Receivable-related activities as needed</li><li>Maintain accurate notes and records within the ERP/accounting system</li></ul><p><br></p>
<p>We are looking for a Collections Specialist to support accounts receivable efforts in the Northborough Massachusetts area. This role focuses on recovering outstanding balances, addressing customer payment concerns, and keeping account records accurate and up to date. The ideal candidate brings a clear communication style, a detail-oriented approach, and the ability to work effectively within a structured, team-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee outreach on delinquent customer accounts and guide unpaid invoices toward timely resolution while preserving strong business relationships.</p><p>• Analyze accounts receivable aging data to identify priorities, track overdue balances, and share status updates on collection activity.</p><p>• Partner with sales, contracts, and other internal departments to investigate billing questions and remove obstacles delaying payment.</p><p>• Respond quickly to customer questions regarding account balances, invoice details, and payment expectations, including discussing suitable repayment arrangements when needed.</p><p>• Maintain consistent follow-up on open receivables and record all collection actions accurately within customer account documentation.</p><p>• Provide administrative support related to account maintenance, including processing refund-related requests and updating customer information.</p><p>• Apply established collection practices and procedures while identifying practical ways to strengthen workflow efficiency over time.</p><p>• Deliver a high standard of customer service by balancing collection goals with a detail-oriented and solution-focused approach.</p><p>• Contribute to the broader accounting team in a collaborative hybrid setting that supports ongoing learning and growth.</p>
We are looking for a detail-oriented Collections Specialist to support receivables activities for a growing team in Houston, Texas. This Long-term Contract position is ideal for someone who can manage a large volume of accounts while maintaining accuracy and strong customer communication. The role follows a hybrid schedule with time split between the office and remote work, and it offers the opportunity to contribute to timely cash flow and account resolution.<br><br>Responsibilities:<br>• Manage outreach and follow-up activities for a high volume of customer accounts to secure timely payment and reduce outstanding balances.<br>• Review account status, billing details, and payment history to identify discrepancies and determine the best collection approach.<br>• Communicate with customers by phone and in writing to resolve past-due balances while maintaining a detail-oriented and service-focused approach.<br>• Use Excel tools such as formulas, pivot tables, and lookup functions to track collection activity, analyze aging trends, and prepare status reports.<br>• Partner with internal teams including billing, customer service, and accounts receivable to investigate issues and support account resolution.<br>• Document collection efforts, customer responses, and payment commitments accurately within accounting and CRM systems.<br>• Apply sound judgment and negotiation skills to address disputes, establish payment arrangements, and escalate complex cases when needed.<br>• Support ongoing process updates and system-related changes as needed while maintaining continuity in daily collections operations.
We are looking for a detail-oriented Commercial Support Specialist to join our team in Irving, Texas in a contract capacity with the potential to become permanent. This position supports senior leaders through high-level coordination, administrative execution, and cross-functional communication while helping keep daily operations and project activities on track. The ideal candidate is organized, adaptable, and confident managing schedules, correspondence, travel logistics, and follow-through in a fast-paced environment.<br><br>Responsibilities:<br>• Support two leaders by coordinating priorities, handling day-to-day administrative needs, and ensuring key activities move forward efficiently.<br>• Manage complex calendars and arrange meetings across multiple time zones, resolving scheduling conflicts and confirming attendance details.<br>• Coordinate domestic and international travel plans, including transportation, lodging, and related documentation requirements.<br>• Prepare and refine emails, reports, presentations, proposals, meeting materials, and other business communications with a high level of accuracy.<br>• Organize meetings from start to finish by securing space, arranging refreshments, developing agendas, documenting discussion points, and tracking follow-up actions.<br>• Submit and monitor expense reports and invoice processing through designated online platforms while maintaining accurate records.<br>• Assist with office and team support activities, including room bookings, internal event coordination, and coverage for senior executive support when needed.<br>• Contribute to project execution by monitoring timelines, gathering updates from stakeholders, and sharing progress information with leadership.<br>• Help plan and deliver team engagement activities such as recognition events, social gatherings, and charitable initiatives.
CRM & Lifecycle Marketing Specialist Engagement: Contract-to-permanent Work Arrangement: Hybrid | Atlanta, GA Position Overview We are seeking a CRM & Lifecycle Marketing Specialist to develop and execute customer communications that support acquisition, onboarding, retention, and re-engagement. This individual will use customer data and segmentation strategies to deliver relevant, personalized experiences throughout the customer lifecycle. Responsibilities Develop and execute lifecycle campaigns across email, SMS, and other owned channels. Build segmentation strategies based on customer behavior, preferences, and lifecycle stage. Create onboarding, retention, win-back, and cross-sell campaigns. Develop campaign briefs, messaging requirements, and audience strategies. Conduct A/B testing and optimize engagement and conversion. Monitor retention, churn, repeat purchase, and customer engagement metrics. Collaborate with creative, analytics, and CRM technology teams.
We are looking for customer-focused individuals to support a medical conference in Massachusetts as part of a Contract position. In this role, you will help create a welcoming and organized experience for attendees, speakers, and event partners while representing the event team effectively. This opportunity is well suited for individuals who are comfortable working in a fast-paced, public-facing environment and can respond effectively to guest needs throughout the conference.<br><br>Responsibilities:<br>• Welcome conference participants, provide event information, and guide guests to registration, meeting areas, and other designated spaces.<br>• Assist with attendee check-in activities, confirm participation details, and help maintain orderly entry lines during busy periods.<br>• Respond to questions from guests, speakers, and vendors with clear, courteous, and accurate support throughout the event.<br>• Address on-site concerns promptly and escalate complex issues to event leadership when additional support is needed.<br>• Help maintain a well-organized event environment by monitoring common areas and ensuring service standards are consistently upheld.<br>• Coordinate with conference staff and management to support daily event operations and changing attendee needs.<br>• Communicate important updates, scheduling information, and directional guidance to participants in a timely manner.<br>• Follow health, safety, and event protocols, including verification of required vaccination compliance when applicable.
<p>We are looking for a detail-oriented Sales Support team member to join a growing company in the Des Moines area. This Long-term Contract position focuses on accurate order and product data management while supporting customers and internal partners throughout inventory-related activities. The ideal candidate will be organized, detail-oriented and have excellent computer skills. </p><p><br></p><p>Responsibilities:</p><p>• Enter and maintain product, order, and inventory information with a high level of accuracy across company systems.</p><p>• Coordinate with customers and internal teams to support the movement of inventory into and out of the system.</p><p>• Respond to customer questions and provide timely assistance related to orders, product details, and account support needs.</p><p>• Track open items through completion and ensure follow-up actions are handled promptly and thoroughly.</p><p>• Support post-sales activities by helping process updates, changes, and routine documentation tied to customer orders.</p><p><br></p><p>Please apply today through our Robert Half website or call 515.706.4974 with any questions! </p>
<p>Robert Half has a new direct-hire opportunity for an Inside Sales Representative. In this job, you will serve as a primary point of contact for customers, providing expert product knowledge, account support, and sales assistance from within the office environment. This role focuses on building strong customer relationships, understanding customer needs, and delivering accurate product information to support purchasing decisions and long-term account growth. No outside sales or field sales activities are required. Please contact Cody Marshall at Robert Half to learn more. </p><p><br></p><p>Key Responsibilities</p><p>Account Management</p><ul><li>Manage and maintain assigned customer accounts through phone, email, and virtual communication.</li><li>Develop strong working relationships with customers by providing responsive and professional support.</li><li>Process customer inquiries, quotations, orders, and account-related requests.</li><li>Monitor customer purchasing activity and identify opportunities to improve service and account performance.</li><li>Coordinate with internal departments to ensure timely order fulfillment and customer satisfaction.</li><li>Maintain accurate customer records and account activity within the CRM system.</li></ul><p>Product Knowledge & Customer Support</p><ul><li>Become a subject matter expert on company products, applications, features, and benefits.</li><li>Provide customers with product recommendations based on their business needs and requirements.</li><li>Educate customers on product specifications, availability, pricing, and usage.</li><li>Support customers with technical and product-related questions, escalating complex issues when necessary.</li><li>Stay current on new products, product updates, and industry trends.</li></ul><p>Sales Support</p><ul><li>Generate and follow up on quotations and proposals.</li><li>Assist customers through the purchasing process and ensure a positive buying experience.</li><li>Identify cross-selling and upselling opportunities within existing accounts.</li><li>Collaborate with internal sales and operations teams to achieve company sales objectives.</li><li>Support customer retention efforts through proactive communication and service.</li></ul>
<p>We are seeking a motivated and professional <strong>Collections Specialist</strong> for a contract opportunity in Salt Lake City, Utah. This role is responsible for managing outstanding customer accounts, reducing delinquent balances, and maintaining positive client relationships while ensuring timely payment collection. The ideal candidate is organized, persistent, and skilled at resolving payment issues in a professional manner.</p><p>Key Responsibilities</p><ul><li>Contact customers regarding past-due invoices via phone, email, and written correspondence</li><li>Review aging reports and prioritize collection efforts</li><li>Negotiate payment arrangements and follow up on commitments</li><li>Research and resolve billing discrepancies that may delay payment</li><li>Document collection activities and customer communications accurately</li><li>Monitor accounts for payment trends and identify potential risk accounts</li><li>Collaborate with internal departments to resolve customer account concerns</li><li>Process account adjustments, credits, and dispute resolutions as needed</li><li>Prepare collection reports and provide updates on account status</li><li>Assist with month-end activities and other accounting projects</li></ul><p><br></p>
We are looking for an Accounts Receivable Specialist to join a team in a contract-to-permanent capacity. This position is ideal for someone who enjoys balancing customer interaction with detailed financial work and takes pride in maintaining accurate payment records. The role offers the opportunity to contribute to day-to-day receivables operations while supporting timely collections, cash application, and account maintenance in a collaborative work environment.<br><br>Responsibilities:<br>• Manage incoming receivables activity by recording payments, updating account details, and keeping customer balances current.<br>• Contact customers by phone to address past-due balances, answer billing questions, and encourage prompt resolution of outstanding accounts.<br>• Apply bank transactions and posted payments accurately to customer accounts while investigating discrepancies when needed.<br>• Maintain organized financial records through consistent data entry and careful review of account information.<br>• Use Microsoft Excel to track aging details, reconcile payment activity, and support reporting related to receivables performance.<br>• Provide attentive customer service during collection calls by handling conversations with tact, clarity, and strong phone etiquette.<br>• Collaborate with internal team members to resolve account issues, clarify payment status, and improve overall collection efficiency.
<p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>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.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. 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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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>