Add your latest resume to match with open positions.
569 results for Customer Success Specialist in Html
- Dallas, TX
- remote
- Temporary / Contract
- 19.00 - 25.00 USD / Hourly
- <p>We are seeking reliable, professional, and customer-focused Receptionists available for temporary assignments with our clients. These opportunities can range from same-day coverage and one-week assignments to several weeks or months, depending on client needs.</p><p>This role is ideal for individuals who enjoy meeting new people, adapting quickly to different office environments, and providing exceptional front desk support.</p><p>Key Responsibilities</p><ul><li>Greet and assist visitors, clients, and vendors in a professional manner.</li><li>Answer and route incoming phone calls using multi-line phone systems.</li><li>Manage incoming and outgoing mail, deliveries, and packages.</li><li>Maintain a clean and organized reception area.</li><li>Provide administrative support including data entry, filing, scanning, and document preparation.</li><li>Schedule appointments, conference rooms, and meetings as needed.</li><li>Assist with office projects and general office support duties.</li><li>Handle confidential information with professionalism and discretion.</li></ul><p>Schedule</p><ul><li>Monday-Friday opportunities</li><li>Part-time and full-time assignments available</li><li>Same-day, next-day, and short-term placement opportunities</li><li>Flexible scheduling options based on availability</li></ul><p>Why Consider Temporary Work?</p><ul><li>Gain exposure to a variety of industries and office environments.</li><li>Build your professional network and administrative experience.</li><li>Earn income while exploring long-term career opportunities.</li><li>Many assignments can lead to contract-to-hire opportunities.</li></ul><p><br></p>
- 2026-11-11T16:07:42Z
- Holland, OH
- remote
- Temporary to Hire
- 18.00 - 20.00 USD / Hourly
- <p>We are seeking a professional and customer-focused Customer Service Representative to join our team. This role is responsible for providing exceptional support to customers by answering inquiries, resolving issues, processing requests, and ensuring a positive customer experience. The ideal candidate is an excellent communicator, detail-oriented, and skilled at managing multiple priorities in a fast-paced environment.</p>
- 2026-10-26T14:28:46Z
- Phoenix, AZ
- onsite
- Temporary / Contract
- 19.50 - 19.50 USD / Hourly
- We are looking for a Customer Service Representative to support homeowners with a wide range of mortgage-related inquiries in Phoenix, Arizona. This is a Contract position suited for someone who brings a service-first mindset, communicates clearly, and can navigate both routine questions and more sensitive account matters. The ideal candidate will help create a positive customer experience while contributing to team goals in a fast-paced support environment.<br><br>Responsibilities:<br>• Assist homeowners by handling incoming questions related to online account access, escrow matters, payoff requests, and other mortgage servicing needs.<br>• Deliver courteous, solutions-oriented service during each interaction while maintaining a calm and detail-oriented approach.<br>• Identify customers who may qualify for refinancing and connect them with the appropriate internal lending team.<br>• Conduct outbound follow-up and collection calls for delinquent accounts, primarily those under 30 days past due, with occasional support on more overdue balances.<br>• Evaluate customer concerns and direct complex or escalated issues to the proper internal contacts for timely resolution.<br>• Use internal servicing systems to document interactions, complete account-related tasks, and support accurate case handling.<br>• Share practical feedback on tools and workflows to help improve the customer support experience and internal processes.<br>• Consistently work toward established productivity, quality, and service performance standards.
- 2026-11-10T17:48:58Z
- Conroe, TX
- onsite
- Temporary to Hire
- 17.00 - 18.00 USD / Hourly
- <p>We are looking for a welcoming and organized Receptionist to join our team in Conroe, Texas in a Contract to Permanent position. This onsite role combines front-desk support with sales assistance, offering the opportunity to interact directly with customers while helping maintain smooth day-to-day office operations. The ideal candidate brings a detail-oriented attitude, strong communication skills, and a genuine interest in learning the home sales process and growing within the company.</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors to the office, provide a positive first impression, and assist customers with questions or next steps during their visit.</p><p>• Support the sales team with daily coordination tasks, helping keep appointments, documents, and customer interactions organized.</p><p>• Guide prospective buyers through the design or color room while clearly explaining available features and options.</p><p>• Learn the company’s standard offerings and overall sales and construction process in order to communicate information accurately to customers.</p><p>• Assist with scheduling color selection meetings and help customers make informed choices on finishes, features, and design combinations.</p><p>• Assemble sales documentation, maintain complete customer files, and ensure paperwork is submitted within required timelines after each sale.</p><p>• Prepare related materials for upcoming appointments as needed by the sales staff.</p><p>• Update client tracking spreadsheets, and handle filing along with other general administrative duties.</p>
- 2026-11-09T17:53:43Z
- Piedmont, SC
- onsite
- Temporary to Hire
- 20.90 - 24.20 USD / Hourly
- We are looking for a relationship-focused Account Manager to support donor engagement efforts for a nonprofit organization in Piedmont, South Carolina. This contract-to-permanent opportunity is ideal for someone who enjoys growing existing accounts, developing new business connections, and helping local partners run successful blood drive events. In this role, you will collaborate with internal leadership and community contacts to increase collection results, strengthen territory performance, and provide dependable support that encourages strong donor participation.<br><br>Responsibilities:<br>• Manage a designated territory by nurturing current blood drive partnerships and identifying opportunities to improve overall account performance.<br>• Develop new business relationships with organizations in the community to expand the network of blood drive hosts and increase collection volume.<br>• Work closely with blood drive coordinators to plan upcoming events, align expectations, and provide consistent guidance throughout the process.<br>• Use marketing and promotional resources effectively to help accounts attract donors and improve event participation.<br>• Monitor donor appointment activity, support scheduling efforts, and follow up proactively to help maximize turnout and results.<br>• Partner with department leadership to track collection targets, respond to inventory needs, and adjust territory plans as priorities shift.<br>• Maintain strong, attentive relationships with account contacts by delivering responsive service and ongoing communication.<br>• Coordinate internal resources efficiently to support account success and ensure each drive is set up for the best possible outcome.
- 2026-11-03T18:58:41Z
- Mckinney, TX
- remote
- Permanent / Full Time
- - USD / Yearly
- <p>We are looking for a Supply Chain Manager to oversee purchasing, supplier strategy, inventory planning, and logistics operations in Texas. This role plays a key part in maintaining material availability, controlling costs, and supporting production and program schedules in a regulated manufacturing environment. The position works closely with Engineering, Operations, Quality, and Program Management to strengthen supplier performance, reduce risk, and improve overall supply chain efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Direct end-to-end purchasing activities, from supplier sourcing and bid evaluation through contract negotiation and order placement for materials, parts, and external services.</p><p>• Build and maintain productive supplier partnerships that support quality expectations, on-time delivery, and competitive pricing across programs.</p><p>• Measure vendor performance using operational and commercial indicators, then lead corrective actions and improvement plans when results fall short.</p><p>• Expand and strengthen the supply base by identifying, assessing, and onboarding new suppliers to improve continuity and reduce sourcing risk.</p><p>• Oversee demand planning, inventory levels, and material availability to keep manufacturing schedules on track and minimize shortages or excess stock.</p><p>• Collaborate with production and operations teams to align procurement priorities with build schedules, customer commitments, and changing program needs.</p><p>• Ensure purchasing records, supplier documentation, and contract files are accurate and audit-ready while supporting internal, customer, and regulatory reviews.</p><p>• Analyze supply chain exposure such as constrained materials, supplier instability, and external disruptions, and implement practical mitigation strategies.</p><p>• Contribute to proposal and planning efforts by supplying cost inputs, lead-time guidance, sourcing recommendations, and make-versus-buy analysis.</p><p>• Promote process improvements, reporting discipline, and best practices across supply chain activities while providing guidance to less experienced team members as needed.</p>
- 2026-10-30T15:53:45Z
- Minneapolis, MN
- remote
- Temporary / Contract
- 17.00 - 19.00 USD / Hourly
- <p><strong>Job Summary</strong></p><p>We are seeking a customer-focused and dependable <strong>High-Volume Call Center Representative</strong> to join our team. In this role, you will handle a large volume of inbound and/or outbound calls, assist customers with questions and concerns, resolve issues efficiently, and deliver a positive service experience. The ideal candidate is a strong communicator who can multitask, remain professional under pressure, and thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle a high volume of inbound and outbound customer calls in a timely and professional manner.</li><li>Respond to customer inquiries related to products, services, accounts, or support issues.</li><li>Resolve customer concerns and escalate complex issues when appropriate.</li><li>Document customer interactions accurately in internal systems.</li><li>Maintain knowledge of company products, services, and policies to provide accurate information.</li><li>Meet established performance metrics, including call quality, response time, and customer satisfaction.</li><li>Support team goals and contribute to a positive customer service environment.</li><li>Assist with follow-up communications and additional administrative tasks as needed.</li></ul><p><br></p>
- 2026-11-02T14:33:42Z
- Indianapolis, IN
- remote
- Temporary / Contract
- 23.00 - 25.00 USD / Hourly
- <p>We are looking for a Client Service Coordinator to support daily service operations at an in-person site in Indianapolis. This long-term contract position is ideal for someone who enjoys a client-facing environment, can manage multiple tasks independently, and communicates effectively with both vendors and internal partners. The role focuses on coordinating site activities, maintaining accurate asset and inventory information, and helping ensure laboratory support services run smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate vendor visits by arranging schedules, confirming site access, and supporting timely completion of service activities.</p><p>• Escort external service providers through laboratory and controlled areas while following site protocols and safety expectations.</p><p>• Maintain accurate records for assets, inventory, and service-related updates, including additions, changes, and removals.</p><p>• Work with internal teams to address client service needs and help keep operational requests moving forward efficiently.</p><p>• Support corrective and preventive maintenance activity coordination to help minimize disruptions to site operations.</p><p>• Monitor daily tasks with a high level of organization and follow-through while working independently within a team environment.</p><p>• Use Microsoft Office tools to document activity, track requests, and communicate updates clearly to stakeholders.</p><p>• Provide attentive front-line service to clients, vendors, and colleagues through responsive and courteous communication</p>
- 2026-10-21T18:38:45Z
- Towson, MD
- onsite
- Permanent / Full Time
- 120000.00 - 165000.00 USD / Yearly
- <p>We are seeking an experienced and strategic Director of Reimbursement Operations to lead and optimize a growing reimbursement organization. This leadership role is responsible for overseeing reimbursement programs, managing a team of reimbursement professionals, developing operational reporting and dashboards, and driving performance through data-driven decision-making.</p><p><br></p><p>The Director will establish departmental goals, monitor key performance indicators, identify trends and opportunities, and ensure the delivery of exceptional support throughout the reimbursement process. The ideal candidate is a collaborative leader with strong reimbursement expertise, exceptional analytical skills, and a proven ability to build scalable processes while developing high-performing teams.</p><p><br></p><p>Essential Responsibilities</p><ul><li>Provide leadership, coaching, and performance management for reimbursement managers, team leads, and reimbursement specialists.</li><li>Develop department objectives, service standards, and measurable performance goals aligned with organizational priorities.</li><li>Create and maintain dashboards, scorecards, and reporting tools that provide visibility into operational performance, team productivity, reimbursement outcomes, and customer service metrics.</li><li>Establish and monitor key performance indicators, including benefit verification turnaround times, authorization metrics, appeal outcomes, reimbursement case volumes, resolution timelines, productivity measures, and service level performance.</li><li>Analyze reimbursement data and operational trends to identify opportunities for process improvements and enhanced customer support.</li><li>Present operational metrics, reimbursement insights, and performance reports to senior leadership.</li><li>Oversee reimbursement workflows, ensuring consistency, efficiency, and compliance with established procedures.</li><li>Lead escalation efforts involving complex reimbursement issues, payer challenges, and reimbursement-related obstacles.</li><li>Partner with internal teams to improve operational effectiveness and streamline reimbursement-related processes.</li><li>Identify and implement best practices that improve reimbursement outcomes and enhance organizational performance.</li><li>Drive continuous improvement initiatives through workflow optimization, automation opportunities, and technology enhancements.</li><li>Ensure accurate documentation, reporting, and adherence to organizational policies and applicable reimbursement requirements.</li><li>Manage departmental staffing plans, resource allocation, and workforce planning initiatives.</li><li>Support change management efforts associated with new programs, systems, and operational initiatives.</li><li>Serve as a subject matter expert regarding reimbursement processes, payer requirements, and reimbursement strategy.</li></ul><p><br></p><p><br></p><p><br></p>
- 2026-11-03T16:48:47Z
- Burlington, MA
- onsite
- Temporary / Contract
- 39.59 - 45.84 USD / Hourly
- We are looking for an experienced Accounts Receivable Manager to oversee receivables operations for a growing commercial business in Burlington, Massachusetts. This Contract position will lead collection performance, support cash flow visibility, and strengthen working capital results across domestic and international activities. The role works closely with Sales, Finance, and Operations to address payment issues, improve processes, and maintain an efficient receivables function.<br><br>Responsibilities:<br>• Direct day-to-day accounts receivable activities across multiple locations, providing leadership to a distributed team and ensuring consistent execution of core processes.<br>• Develop and implement collection strategies that accelerate incoming payments, improve aging performance, and reduce outstanding receivable balances.<br>• Produce recurring cash collection forecasts and communicate expected inflows to support financial planning and liquidity management.<br>• Collaborate with cross-functional stakeholders to investigate and resolve customer disputes, short payments, and invoice-related concerns.<br>• Oversee the review and resolution of deductions, chargebacks, credits, and promotional claims to ensure accurate account balances.<br>• Track and analyze receivables metrics such as aging trends, collection results, and cash application effectiveness to identify improvement opportunities.<br>• Strengthen receivables procedures and controls to increase efficiency, improve follow-up efforts, and support scalable growth within the organization.
- 2026-11-10T15:14:06Z
- Charlotte, NC
- onsite
- Temporary / Contract
- 17.00 - 19.00 USD / Hourly
- We are looking for a customer-focused Customer Service Representative to support a retail organization in Charlotte, North Carolina. This is a Contract position offering permanent weekday hours, where you will help resolve complex customer concerns across eCommerce and store-related channels while working closely with internal teams. The ideal candidate brings strong judgment, clear communication, and a genuine commitment to improving each step of the customer experience.<br><br>Responsibilities:<br>• Serve as the point of contact for escalated customer matters, guiding issues through to timely and effective resolution.<br>• Record case details, actions taken, and final outcomes accurately in customer service and case management platforms.<br>• Work closely with departments such as store operations, fulfillment, merchandising, marketing, credit, and customer care to address customer needs.<br>• Review recurring complaints, service patterns, and customer feedback to uncover opportunities for operational improvement.<br>• Track service performance and identify developing issues that could affect satisfaction across online and in-store experiences.<br>• Contribute to quality discussions, call evaluations, and coaching feedback efforts designed to strengthen service delivery.<br>• Apply approved resolution options and customer recovery measures in alignment with company standards.<br>• Maintain daily productivity while meeting service expectations, response targets, and customer satisfaction goals.<br>• Support additional customer experience initiatives and special assignments as business needs evolve.
- 2026-11-11T17:28:45Z
- Malvern, PA
- onsite
- Temporary / Contract
- 30.00 - 31.00 USD / Hourly
- We are looking for a Collections Specialist to support treasury and cash management activities for a long-term contract assignment based in Malvern, Pennsylvania. This role focuses on monitoring daily cash activity, coordinating banking transactions, and helping maintain accurate financial records across domestic and international accounts. The ideal candidate brings hands-on experience with banking operations, reconciliations, and payment issue resolution in a fast-paced environment.<br><br>Responsibilities:<br>• Monitor daily cash balances and prepare regular reporting for accounts across U.S. and international banking relationships.<br>• Execute manual wire transfers and other bank portal payments while ensuring accuracy and compliance with internal controls.<br>• Assist with banking access, account setup, and onboarding activities for global entities using the U.S. banking structure.<br>• Contribute to treasury-related system implementation efforts by supporting configuration reviews, testing, and validation of financial data.<br>• Reconcile bank activity each day, clear outstanding items, and maintain updated cash forecasting schedules in Excel.<br>• Investigate delayed payments, exceptions, and account-related questions by working directly with banking partners.<br>• Help maintain organized treasury records and support smooth day-to-day cash operations for the broader finance team.
- 2026-11-05T17:08:44Z
- Aston, PA
- onsite
- Permanent / Full Time
- - USD / Yearly
- <p>Successful client located in the Delaware County area seeks a Branch Manager with experience within banking, credit unions, and/or financial services. This Branch Manager will be responsible for leading branch operations, developing a high-performing team, and ensuring members receive exceptional service! This role oversees daily activities, operational controls, security, sales initiatives, and compliance while identifying opportunities to strengthen member relationships, increase product utilization, and support the organization’s overall growth. The ideal Branch Manager will possess strong sales and relationship-building skills and should have the ability to resolve complex member inquiries, manage escalated complaints, and maintain a high standard of customer service.</p><p><br></p><p>Major Job Functions</p><ul><li>Direct daily branch activities to ensure efficient workflows, consistent service delivery, and adherence to established policies and procedures</li><li>Provide guidance on complex operational matters, encourage professional development, and establish clear expectations to support individual and team success.</li><li>Oversee the member experience by ensuring transactions and service requests are handled professionally, efficiently, and accurately.</li><li>Address escalated member concerns, resolve operational challenges, and implement appropriate solutions to maintain member satisfaction</li><li>Maintain accountability for branch cash management, vault balancing, and the safeguarding of cash, negotiable instruments, traveler's checks, and other sensitive assets</li><li>Monitor branch facilities and equipment, including ATMs, alarm systems, lighting, and other essential infrastructure, to ensure a safe and functional environment.</li><li>Evaluate branch procedures and internal controls, recommend process improvements, and support ongoing quality assurance initiatives</li><li>Oversee branch security practices and ensure compliance with established operational standards and risk management procedures.</li><li>Track monthly performance metrics, incentive program results, and branch scorecard data to evaluate productivity and identify areas for improvement.</li><li>Review scorecard exceptions involving loan and new account processing, Currency Transaction Reports (CTRs), and branch cash limits, ensuring discrepancies are investigated and corrected promptly.</li><li>Ensure member documentation is properly scanned, organized, and maintained for both new account openings and existing member relationships.</li><li>Promote credit union products and services through new member acquisition, relationship building, and cross-selling initiatives, referring members to Sun East Retirement & Investment Services (SERIS) when appropriate.</li></ul><p><br></p>
- 2026-10-15T21:21:58Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 24.00 - 24.00 USD / Hourly
- We are looking for a Customer Service Representative to support customers in San Francisco, California in a Contract position. In this role, you will create a positive service experience by listening carefully, providing accurate guidance, and helping each customer move through the application or order process efficiently. The ideal candidate is dependable during scheduled hours, confident handling high call volumes, and open to feedback that strengthens performance and service quality.<br><br>Responsibilities:<br>• Respond to inbound customer calls with professionalism, clarity, and a solutions-focused approach.<br>• Place outbound calls as needed to gather missing details, provide updates, and help move customer requests toward completion.<br>• Guide customers through forms, applications, or order-related questions so submissions are accurate and complete the first time.<br>• Enter and update customer information carefully in internal systems while maintaining strong attention to detail.<br>• Monitor open or pending requests and follow up promptly to reduce delays and keep cases progressing.<br>• Remain available and consistently on queue during scheduled working hours, including the core 9:00 a.m. to 3:00 p.m. coverage period.<br>• Apply coaching and performance feedback quickly to improve call handling, accuracy, and overall customer experience.
- 2026-11-05T22:28:46Z
- New Haven, CT
- onsite
- Temporary / Contract
- 18.21 - 21.09 USD / Hourly
- We are looking for a Customer Service Representative to support a high-volume service environment in East Haven, Connecticut within the energy and natural resources industry. This Long-term Contract opportunity is ideal for someone who enjoys helping customers, managing service requests accurately, and delivering a detail-oriented experience over the phone. The person in this role will handle incoming inquiries, complete order-related tasks, and contribute to consistent, responsive customer support.<br><br>Responsibilities:<br>• Respond to a steady flow of inbound customer calls with empathy and accuracy.<br>• Assist customers with service questions, account-related concerns, and general support needs in a call center setting.<br>• Enter orders and update customer information carefully to maintain complete and accurate records.<br>• Place outbound calls when follow-up is needed to confirm details, provide updates, or resolve open issues.<br>• Document customer interactions clearly in the appropriate systems to support service continuity.<br>• Resolve routine concerns efficiently and escalate more complex matters to the appropriate team when necessary.<br>• Maintain service quality standards by following call handling procedures and customer support guidelines.
- 2026-11-10T19:13:46Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 24.00 - 24.00 USD / Hourly
- We are looking for a Customer Service Representative to support customers through clear, thoughtful service and accurate application guidance in San Francisco, California. This is a Contract position suited for someone who stays composed on calls, provides complete information, and helps customers move forward without feeling pressured. The ideal candidate brings a strong customer-first approach, dependable availability, and the ability to handle a steady call queue with professionalism.<br><br>Responsibilities:<br>• Assist customers by phone with questions, applications, and service-related concerns while creating a supportive and reassuring experience.<br>• Provide accurate information and ensure forms are completed thoroughly to improve quality and reduce the need for follow-up.<br>• Manage inbound and outbound call activity efficiently, maintaining consistent queue coverage during scheduled working hours.<br>• Enter order and customer information carefully into internal systems, keeping records organized and up to date.<br>• Monitor open or incomplete applications and take timely action to help prevent delays in processing.<br>• Respond constructively to coaching and performance feedback, adjusting approach as needed to improve service outcomes.
- 2026-11-05T22:18:42Z
- La Mirada, CA
- remote
- Temporary / Contract
- 25.00 - 27.00 USD / Hourly
- <p>We are seeking a highly organized and customer-focused <strong>Sales Support Representative</strong> to support daily sales operations and ensure a seamless customer experience in <strong>La Mirada, CA 90635</strong>. This position is responsible for coordinating orders, managing customer communications, maintaining accurate records, and partnering with internal departments to ensure projects are completed accurately and on time. The ideal candidate is detail-oriented, proactive, and comfortable managing multiple priorities in a fast-paced environment while providing exceptional service to both customers and internal stakeholders.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support the sales team with order processing, account coordination, and administrative functions</li><li>Prepare quotes, enter orders, and maintain accurate customer and sales records</li><li>Serve as a point of contact for customer inquiries regarding products, pricing, order status, and delivery timelines</li><li>Coordinate with internal teams to ensure timely and accurate order fulfillment</li><li>Monitor project timelines and proactively communicate updates to customers and team members</li><li>Maintain reporting, spreadsheets, and sales documentation</li><li>Assist with problem resolution and provide exceptional customer service</li><li>Build and maintain strong relationships with customers and internal stakeholders</li></ul><p><br></p><p><br></p><p><br></p>
- 2026-10-28T23:48:44Z
- Middle River, MD
- remote
- Temporary / Contract
- 18.00 - 23.00 USD / Hourly
- <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>
- 2026-11-02T19:44:00Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000.00 - 100000.00 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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 <strong>Charles Schwab</strong> 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><p><br></p>
- 2026-11-06T14:48:43Z
- Minneapolis, MN
- onsite
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p>We are looking for a hands-on Bank Operations Manager to lead daily back-office activities while remaining actively involved in core processing work in Minneapolis, Minnesota. This position oversees deposit, payment, business banking, and related operational functions to maintain accuracy, timeliness, and a high standard of client service. The role also works closely with internal partners to strengthen workflows, support product and process enhancements, and uphold regulatory and policy requirements across operations.</p><p><br></p><p>Responsibilities:</p><p>• Direct the day-to-day work of back-office banking operations.</p><p>• Guide team members through operational challenges, remove obstacles that affect service delivery, and create a responsive environment focused on client satisfaction and productivity.</p><p>• Monitor transaction processing to ensure work is completed accurately, on schedule, and in alignment with service expectations.</p><p>• Evaluate existing procedures, identify inefficiencies, and implement practical improvements that increase consistency, control, and operational effectiveness.</p><p>• Partner with other departments on new offerings, workflow updates, and operational initiatives to support business goals and smooth execution.</p><p>• Maintain current procedure documentation and ensure operating guidelines are clearly defined, accessible, and regularly updated.</p><p>• Perform quality reviews and oversight activities to reduce exceptions, strengthen controls, and address operational risk proactively.</p><p>• Reinforce compliance with applicable banking regulations, internal policies, and established procedures across all client transactions and team activities.</p><p>• Provide coaching, training, and tools that help employees follow standards, build knowledge, and deliver reliable results.</p>
- 2026-10-30T13:48:43Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-10-29T19:58:46Z
- Derry, NH
- onsite
- Permanent / Full Time
- - USD / Yearly
- We are looking for a Sales Support Coordinator to join our team and help keep daily sales activities running smoothly. This opportunity is well suited for someone early in their career who enjoys organization, customer interaction, and learning how a growing technology business operates. In this role, you will support both the sales team and existing customers by coordinating orders, answering questions, and helping create a reliable, positive service experience.<br><br>Responsibilities:<br>• Coordinate routine sales support activities, including creating customer quotes, entering orders, and monitoring shipment progress<br>• Review order details for accuracy and follow each transaction through completion to help ensure timely service<br>• Respond to customer inquiries by providing order updates, account assistance, and general support with careful attention to detail<br>• Strengthen customer relationships through attentive communication and consistent follow-through<br>• Develop working knowledge of the company’s products and services to better assist customers and internal teams<br>• Partner with sales, operations, and other departments to resolve issues and keep orders on schedule<br>• Maintain clear, organized records related to customer accounts, transactions, and supporting documentation
- 2026-10-29T19:48:47Z
- San Diego, CA
- onsite
- Temporary / Contract
- 30.00 - 33.00 USD / Hourly
- <p>Our client is seeking a detail-oriented and customer-focused Service Coordinator to support daily service operations and ensure a high level of client satisfaction. This role is ideal for someone who thrives in a fast-paced environment, enjoys coordinating schedules and resources, and can effectively communicate with customers, technicians, and internal teams.</p><p><br></p><p>The Service Coordinator will be responsible for managing service requests, scheduling appointments, tracking work orders, and serving as a key point of contact throughout the service process. The ideal candidate is organized, proactive, and committed to delivering excellent support.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate and schedule service appointments, work orders, and technician assignments</li><li>Serve as a primary point of contact for customers regarding service requests and updates</li><li>Monitor service timelines and ensure timely follow-up on open issues</li><li>Maintain accurate records of service activities, customer communications, and scheduling details</li><li>Communicate with internal teams and external clients to ensure smooth service delivery</li><li>Assist with preparing reports, documentation, and service-related correspondence</li><li>Resolve scheduling conflicts and escalate issues as needed</li><li>Support process improvements to enhance efficiency and customer experience</li></ul><p><br></p>
- 2026-11-04T17:43:47Z
- San Francisco, CA
- remote
- Temporary / Contract
- 19.00 - 22.00 USD / Hourly
- We are looking for a Customer Service Representative to support a high-volume service environment in San Francisco, California. This Contract position focuses on delivering timely assistance to customers, handling inquiries with professionalism, and ensuring accurate order processing. The ideal candidate is comfortable managing frequent phone interactions while maintaining a helpful, solutions-oriented approach.<br><br>Responsibilities:<br>• Respond to incoming customer calls promptly and provide clear, courteous support for a range of service-related questions.<br>• Place outbound calls as needed to follow up on requests, confirm details, or resolve outstanding customer concerns.<br>• Enter orders and update customer information carefully to maintain accurate records and support smooth transaction processing.<br>• Address customer issues by identifying needs, explaining available solutions, and escalating more complex matters when appropriate.<br>• Manage a steady volume of call center activity while meeting service expectations for responsiveness and quality.<br>• Document conversations, actions taken, and outcomes to ensure complete and organized customer interaction records.
- 2026-10-26T14:38:44Z
- Parsippany, NJ
- onsite
- Permanent / Full Time
- 90000.00 - 130000.00 USD / Yearly
- We are looking for an experienced tax specialist to join a public accounting firm in New Jersey. This position is well suited for someone who brings strong technical tax review capabilities, enjoys guiding team members, and can manage client work with accuracy and care. The role offers the opportunity to oversee a range of corporate and individual tax matters while contributing to client service and engagement success.<br><br>Responsibilities:<br>• Oversee the review of complex tax filings for corporations, pass-through entities, individuals, and related state returns to ensure accuracy and compliance.<br>• Direct multiple client assignments at once, balancing priorities and keeping projects on schedule during busy filing periods.<br>• Provide day-to-day guidance to entry-level team members by coaching their work, answering technical questions, and supporting career development.<br>• Analyze challenging tax matters, perform technical research, and identify practical strategies that may benefit clients.<br>• Support the onboarding of new client relationships by examining historical filings and helping establish an effective service approach.<br>• Work closely with firm leadership to define engagement expectations, align staffing needs, and maintain clear client communication.<br>• Contribute to tax compliance and planning efforts across corporate income tax, annual income tax provision, and sales and use tax matters when applicable.
- 2026-10-16T18:48:39Z