<p>We are looking for a Customer Support Specialist to support customer-facing order operations for our manufacturing team. This position plays a central role in processing orders accurately, coordinating with internal departments, and keeping customers informed throughout the fulfillment cycle. The ideal candidate brings strong organizational skills, sound judgment, and the ability to resolve issues quickly in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the full order lifecycle, from initial entry and validation through shipment follow-up and final invoicing.</p><p>• Maintain accurate order, customer, and transaction records within ERP and related business systems to support smooth daily operations.</p><p>• Keep customers informed of order progress, schedule changes, and service issues with timely and clear communication.</p><p>• Partner with production, planning, quality, warehouse, and shipping teams to align order fulfillment with customer expectations.</p><p>• Process returns, replacements, and order adjustments while ensuring all updates are documented correctly.</p><p>• Investigate delays, discrepancies, and delivery concerns, taking appropriate action to resolve issues or elevate them when needed.</p><p>• Provide administrative support to sales activities by updating account details and assisting with order-related requests.</p><p>• Record customer feedback and recurring service concerns to help improve processes and overall service performance.</p>
<p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<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>
<p>We are looking for a Client Services Specialist to support event-related client interactions and deliver a high standard of service for attendees, exhibitors, and internal teams. This is a Contract position with an initial 12-week assignment and potential for longer-term opportunity. The person in this role will help ensure event information is accurate, customer questions are resolved efficiently, and service processes are continuously improved to create a strong overall experience.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.</p><p>• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.</p><p>• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.</p><p>• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.</p><p>• Process and update registrations across various event systems with a high level of accuracy and attention to detail.</p><p>• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.</p><p>• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.</p><p>• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.</p><p>• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.</p>
<p>We are seeking a customer-focused <strong>Workplace Experience Coordinator</strong> to support daily office operations and create a welcoming environment for employees, clients, and visitors. This role serves as the front-line representative of the workplace, providing reception, hospitality, event coordination, and administrative support while ensuring a high level of service throughout the office.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as the first point of contact for visitors, employees, and vendors.</li><li>Welcome guests, issue visitor badges and parking passes, and follow security procedures.</li><li>Answer and direct incoming calls. </li><li>Provide reception and hospitality support, including conference room setup and breakdown.</li><li>Coordinate catering orders, workplace events, meetings, and employee onboarding activities.</li><li>Manage office services such as mail distribution, office supplies, and vendor coordination.</li><li>Submit and track maintenance, janitorial, and facility-related work orders.</li><li>Respond to employee and guest inquiries and resolve issues with a customer-service mindset.</li><li>Support property-specific safety, security, and emergency procedures.</li><li>Assist with presentations, communications, and general administrative tasks as needed.</li></ul>
We are looking for a Customer Success Specialist to join a manufacturing organization in North Aurora, Illinois on a contract-to-permanent basis. This role is ideal for someone who combines strong customer service instincts with a detail-oriented approach to order accuracy, cross-functional coordination, and issue resolution. You will serve as a key link between customers and internal teams, helping ensure orders move efficiently from intake through completion while supporting a high standard of service and compliance.<br><br>Responsibilities:<br>• Evaluate incoming customer orders to confirm accuracy, completeness, and alignment with required product specifications before processing.<br>• Partner with engineering teams to clarify configurations, confirm build viability, and resolve technical questions tied to customer requests.<br>• Manage special-order activity by directing requests through the appropriate review channels and following up to keep timelines on track.<br>• Administer change documentation, maintain accurate records, and coordinate approvals across relevant departments.<br>• Assist with customer portal activity and internal order workflows by investigating transmission errors, connectivity concerns, and related system issues.<br>• Provide timely updates to stakeholders regarding order status, processing developments, and resolution of service-related problems.<br>• Track daily performance indicators, prepare operational reporting, and contribute ideas that improve workflow efficiency and service quality.<br>• Support onboarding and team development by sharing best practices in order entry and maintaining current process documentation.<br>• Conduct restricted party screening to help uphold trade compliance requirements and internal policy standards.
We are looking for a Customer Care Associate to support customers with responsive, thoughtful service in a high-volume environment in Derry, New Hampshire. This position is ideal for someone who enjoys solving a wide range of questions, managing administrative tasks accurately, and creating positive interactions at every stage of the customer experience. The role offers the opportunity to build strong product and process knowledge while contributing to efficient day-to-day support operations.<br><br>Responsibilities:<br>• Respond to customer questions and service requests with professionalism, urgency, and attention to detail.<br>• Create positive experiences by resolving issues clearly and following through on each interaction from start to finish.<br>• Build a strong understanding of customer workflows and service expectations to provide accurate support.<br>• Monitor shipment activity across multiple carriers and communicate status updates as needed.<br>• Maintain organized records and complete administrative tasks that support customer care operations.<br>• Apply sound judgment and problem-solving skills to handle a variety of inquiries in a fast-moving setting.<br>• Continuously expand knowledge and use new information to improve future customer interactions.
<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>
<p>We are looking for a Customer Success Specialist in the Muskegon, MI area to support residents, contractors, and community partners with permit-related services. This Contract position is ideal for someone who enjoys delivering responsive customer service, managing detailed administrative processes, and keeping multiple requests moving efficiently. The person in this role will help guide customers through the permit lifecycle while maintaining accurate records and collaborating with internal technical staff to ensure dependable service. Possible contract to hire, 30 days minimum on contract, 100% onsite, Monday-Thursday, 7:30am-5:30pm, Fridays off. Start as soon as next day!</p><p><br></p><p>Responsibilities:</p><p>• Assist customers by phone, email, and in person with questions related to permits, application status, and building department services.</p><p>• Receive permit applications, review submitted information for completeness, and move requests through each stage of the approval and closeout process.</p><p>• Maintain organized records for permit files, correspondence, inspection documents, plans, drawings, and other departmental materials.</p><p>• Coordinate with inspectors and plan review personnel to support consistent workflows and timely communication across the permitting process.</p><p>• Monitor open permits and follow up on outstanding items to help keep applications, reviews, inspections, and final closures on schedule.</p><p>• Provide attentive support to contractors, government representatives, and members of the public while resolving service issues with sound judgment.</p><p>• Use office software and permitting systems to enter, update, track, and retrieve information accurately.</p><p>• Contribute to process consistency by helping document and uphold standard administrative practices within the building department.</p>
We are looking for a Client Care Coordinator to support a non-profit organization in Ridgefield, Connecticut by delivering responsive, compassionate service to clients and their families. This contract-to-permanent opportunity is ideal for someone who excels at communication, organization, and building trust while coordinating care needs. In this role, you will help maintain accurate client records, support caregiver-client alignment, and contribute to a positive service experience from initial follow-up through ongoing care coordination.<br><br>Responsibilities:<br>• Maintain consistent communication with clients and families to confirm satisfaction, identify changing needs, and resolve concerns in a timely manner.<br>• Collect, review, and update medical and personal details in client records while handling sensitive information with discretion and regulatory awareness.<br>• Partner with clients and caregivers to align each family with the most appropriate caregiver based on care requirements, preferences, and availability.<br>• Organize schedules and facilitate clear communication between clients and caregivers to promote dependable, uninterrupted service.<br>• Work closely with internal team members to strengthen service delivery practices and improve the overall client experience.<br>• Provide day-to-day assistance to clients and family members with empathy, professionalism, and a solutions-focused approach.<br>• Monitor ongoing care arrangements and escalate issues when needed to help ensure quality support and continuity of care.
<p>We are looking for a Customer Experience Specialist to support clients and coordinate project-related activities for a construction-focused business in West Chicago, Illinois. This contract position with the potential to become permanent is ideal for someone who combines strong customer service skills with the ability to stay organized, communicate clearly, and manage multiple priorities in a fast-paced office environment. The right candidate will help customers with orders, documentation, and delivery coordination while contributing to a smooth and detail-focused client experience.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for customers by responding to questions, resolving service issues, and providing timely updates on orders and project needs.</p><p>• Coordinate delivery schedules with internal teams and customers to help ensure materials arrive accurately and on time.</p><p>• Prepare, review, and send drawing packages, submittals, and related project documents to customers with close attention to detail.</p><p>• Enter and maintain records of document activity, customer interactions, and project updates in company systems.</p><p>• Support project coordination tasks by tracking milestones, following up on outstanding items, and helping move work forward efficiently.</p><p>• Review drawings and dimensions when needed to better understand customer requirements and assist with order or project-related questions.</p><p>• Troubleshoot customer concerns by identifying the issue, gathering the right information, and escalating matters appropriately when necessary.</p><p>• Use email, phone, and computer-based tools to manage communication across multiple customer accounts and internal contacts.</p><p><br></p><p><br></p>
We are looking for a Service Coordinator to support daily dispatch operations and keep service activity running smoothly in Fort Collins, Colorado. This Long-term Contract position focuses on organizing technician schedules, responding to customer needs promptly, and helping the field team maintain efficient coverage throughout the day. The ideal candidate brings strong communication skills, a customer-focused mindset, and the ability to coordinate multiple service requests in a fast-paced environment.<br><br>Responsibilities:<br>• Manage incoming service requests and assign technicians based on urgency, availability, and location.<br>• Build and adjust daily schedules to maintain efficient field coverage and minimize delays.<br>• Serve as a central point of contact for customers, technicians, and internal team members to ensure clear communication.<br>• Track job progress throughout the day and provide timely updates on appointment status or service changes.<br>• Support technician productivity by coordinating logistics, confirming appointments, and resolving scheduling conflicts.<br>• Maintain accurate dispatch records and service details within computer-based scheduling systems.<br>• Respond professionally to customer inquiries and help address service-related concerns with a high level of care.<br>• Collaborate with service and operations teams to improve response times and overall workflow efficiency.
<p>We are looking for a Remote Call Center Specialist to join a Contract position supporting national referral intake operations. In this role, you will coordinate referral activity from initial intake through resolution, helping maintain smooth communication between partner organizations, franchise locations, and internal teams. The ideal candidate brings strong organization, sound judgment, and a customer-focused approach to a fast-moving environment where accuracy and responsiveness are essential.</p><p><br></p><p>Responsibilities:</p><p>• Receive and review incoming referral details, ensuring information is complete, accurate, and ready for processing.</p><p>• Coordinate referral workflows from intake to final resolution while maintaining timely updates across all involved parties.</p><p>• Serve as a key point of communication for national partners, franchise locations, and internal stakeholders to support efficient case handling.</p><p>• Monitor requirements and documentation to help maintain compliance with established processes and service expectations.</p><p>• Support day-to-day execution of centralized intake operations, including coordination with offshore support staff for consistent workflow coverage.</p><p>• Identify discrepancies, resolve routine issues independently, and escalate complex concerns when broader support is needed.</p><p>• Prioritize multiple active requests in a deadline-driven setting while maintaining high service quality and attention to detail.</p><p>• Use Microsoft Office tools and customer service systems to track activity, document updates, and report information accurately.</p>
We are looking for a Senior Client Services Specialist to join our team in a Contract role. This 12-week opportunity is ideal for a client-focused specialist who can manage commercial portfolio support, strengthen exhibitor and stakeholder relationships, and help deliver high-quality event experiences. The position combines day-to-day service coordination with process improvement, cross-functional collaboration, and occasional travel to support on-site event operations.<br><br>Responsibilities:<br>• Act as the main point of contact for assigned commercial accounts, delivering responsive support and building strong client relationships throughout the event lifecycle.<br>• Create and carry out outreach efforts that keep clients informed, address questions early, and encourage greater participation and satisfaction.<br>• Gather input from exhibitors and internal partners, review service workflows, and recommend practical changes that improve the overall customer experience.<br>• Work closely with cross-functional teams to coordinate service delivery, resolve issues efficiently, and maintain smooth operational execution.<br>• Travel to event sites as needed to oversee service areas, support floor operations, and help ensure a well-organized experience for clients and attendees.<br>• Partner with contractors and external vendors to align service expectations, support event execution, and maintain productive working relationships.<br>• Contribute to the preparation and review of exhibitor service materials, ensuring information is clear, accurate, and aligned with event policies and safety requirements.<br>• Assist with financial and account-related activities such as billing coordination, reconciliations, and other support tied to client service operations when needed.
We are looking for an Associate Global Forwarding Agent to support international shipment coordination and customer service activities. This is a Contract position offering the opportunity to work closely with customers, internal teams, agents, and vendors to keep freight moving accurately and on schedule. The ideal candidate is organized, responsive, and comfortable managing documentation, shipment updates, and service-related inquiries in a fast-paced environment.<br><br>Responsibilities:<br>• Coordinate day-to-day activities for international shipments, from purchase order receipt through final cargo delivery, while keeping milestones on track.<br>• Review shipping instructions, routing details, Incoterms, documents, and key dates to maintain accurate and complete shipment records.<br>• Respond to customer questions with timely, attentive communication and provide support using foundational knowledge of global forwarding processes.<br>• Prepare and manage shipment-related documentation to help ensure compliance with customer procedures and operational standards.<br>• Assist with pricing activities by developing straightforward customer quotations and supporting rate-related inquiries.<br>• Work collaboratively with branch teams, overseas offices, external agents, and service providers to resolve issues and support shipment execution.<br>• Follow established standard operating procedures and customer-specific instructions to maintain consistent service quality.<br>• Monitor data accuracy across shipment files and update information promptly to support operational integrity.<br>• Contribute to a positive team environment and take on additional logistics or administrative tasks based on business needs.
We are looking for a customer-focused Customer Experience Specialist to join an onsite team in Oklahoma. This contract opportunity with permanent potential is ideal for someone who can confidently manage customer relationships, solve complex service concerns, and keep order-related communication accurate and timely. The role works closely with internal partners to improve the overall client experience while supporting a fast-moving service environment.<br><br>Responsibilities:<br>• Manage a portfolio of customer accounts and act as a primary point of contact for service needs, order support, and account-related questions.<br>• Provide clear updates on pricing, delivery timing, product availability, and order progress to ensure customers remain well informed.<br>• Review incoming orders for pricing accuracy and maintain complete, organized records within company systems.<br>• Address incoming calls and messages, answer routine questions, and direct specialized requests to the appropriate internal teams.<br>• Resolve elevated customer concerns by coordinating with departments such as operations, sales, procurement, and related business partners.<br>• Contribute to service improvements by helping carry out updated procedures, customer experience initiatives, and workflow enhancements.<br>• Recognize opportunities to strengthen customer orders through thoughtful product suggestions or by combining related requests when appropriate.<br>• Build and maintain strong knowledge of products, service processes, and internal platforms to support accurate guidance and issue resolution.<br>• Participate in team quality reviews and recurring meetings to support service consistency and ongoing performance improvement.
<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>
<p>We are looking for a Client Services Specialist to support event participants, exhibitors, and internal teams by delivering responsive, high-quality service throughout the event lifecycle. This is a Contract position based in Irving, Texas offering an initial 12-week assignment with potential for longer-term opportunity. The person in this role will help ensure registration, exhibitor services, and event communications run smoothly while contributing ideas that strengthen the overall customer experience.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.</p><p>• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.</p><p>• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.</p><p>• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.</p><p>• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.</p><p>• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.</p><p>• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.</p><p>• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.</p><p>• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.</p><p>• Take on additional assignments that support team objectives and evolving business needs.</p>
<p>We are looking for a <strong>Customer Success Specialist/Claims Processor</strong> to support individuals with questions related to unclaimed property claims. This contract opportunity with permanent potential is ideal for someone who is comfortable managing a high volume of inbound calls, guiding customers through claim-related questions, and completing accurate follow-up work in a fast-paced environment. The person in this role will combine strong service skills with careful documentation and sound judgment to help ensure each claim is handled thoroughly and professionally.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.</p><p>• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.</p><p>• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.</p><p>• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.</p><p>• Enter, review, and validate claim data according to established procedures and quality expectations.</p><p>• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.</p><p>• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.</p><p>• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.</p><p>• Support additional administrative assignments and special projects as business needs require.</p>
We are looking for a detail-oriented Customer Account Specialist to support order administration and customer account activity in Phoenix, Arizona. This is a Long-term Contract position that begins with onsite training and is expected to move to a hybrid schedule with at least two onsite days per week based on business needs. The ideal candidate brings strong analytical judgment, a service-focused mindset, and the ability to manage a high volume of transactions while maintaining accuracy. This role works closely with internal teams and external customers to keep orders moving efficiently, address issues proactively, and uphold compliance requirements.<br><br>Responsibilities:<br>• Manage a large portfolio of active customer orders each day, ensuring records are updated accurately and transactions are completed in a timely manner.<br>• Serve as a primary point of contact for internal partners and external customers by responding to account questions, providing order updates, and resolving service-related concerns.<br>• Oversee repair order activities from initial receipt through final billing, including order acknowledgment, pricing support, exchanges, and invoice processing.<br>• Review customer agreements and apply contract terms correctly when entering, processing, and fulfilling account requests.<br>• Monitor order flow and delivery commitments to identify potential delays early and take action to reduce service risks and possible financial exposure.<br>• Evaluate warranty requests to confirm eligibility and determine the appropriate next steps for disposition and resolution.<br>• Maintain compliance with applicable trade and regulatory requirements throughout order handling and customer account administration.<br>• Support operational processes tied to contract administration, quality expectations, and related account documentation as required.
We are looking for a Logistics Customer Service Specialist for a Contract to Permanent position based in Columbia City, Indiana. This role is essential in ensuring smooth warehouse operations by managing supply chain procedures, coordinating deliveries, and handling shipping documentation. The ideal candidate is highly organized, detail-oriented, and capable of maintaining accurate records while ensuring timely order fulfillment.<br><br>Responsibilities:<br>• Coordinate shipments based on product availability and customer requests, ensuring timely and accurate delivery.<br>• Monitor and track orders, booking freight appointments to meet delivery deadlines.<br>• Prepare and process both physical and electronic shipping documents, including purchase orders, sales orders, and bills of lading.<br>• Optimize supply chain procedures to improve delivery quality and efficiency.<br>• Maintain accurate records of orders, inventory levels, suppliers, and customer information.<br>• Oversee warehouse stock levels and generate reports, such as cut reports, as required.<br>• Communicate with customers to provide updates on the status of their orders and address inquiries.<br>• Collaborate with team members to streamline logistics operations and resolve any issues promptly.
<p>We are looking for an Inside Sales Representative to join a fully onsite team. This contract opportunity is ideal for a sales representative who can strengthen relationships with existing accounts while uncovering new business within an assigned territory. The role focuses on driving profitable growth, preparing accurate quotes, and partnering with internal teams to deliver responsive service and dependable order execution.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with established customers to support repeat business and long-term account growth.</p><p>• Identify, research, and engage prospective clients and key decision-makers to create new sales opportunities within the territory.</p><p>• Prepare estimates and pricing proposals, present product recommendations, and guide customers through the sales cycle to close business.</p><p>• Manage inbound and outbound account activity, including order follow-up, status updates, and coordination of expedited requests when needed.</p><p>• Process order revisions, cancellations, and related updates while communicating changes clearly to the appropriate internal departments.</p><p>• Work closely with outside sales, purchasing, quality, production, and customer support teams to ensure accurate information and timely service.</p><p>• Track market activity, competitor movement, and industry developments to support effective territory planning and account strategy.</p><p>• Review sales performance data and share relevant insights that help align customer demand with production and delivery schedules.</p><p>• Resolve customer concerns promptly and effectively while maintaining a high standard of service throughout the relationship.</p><p>• Develop a strong command of company products, capabilities, and operational processes in order to represent the business effectively.</p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
<p>We are looking for a Mortgage Payoff Specialist to support loan payoff administration and collateral release activities for our servicing operations in the northwest suburbs of Chicago, Illinois. In this role, you will help ensure paid-in-full loans are handled accurately, borrower refunds are processed correctly, and lien release documentation is completed on time. The ideal candidate brings a strong service mindset, careful attention to detail, and the ability to work within established mortgage servicing standards and client guidelines.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and deliver accurate mortgage payoff statements by reviewing loan data, fees, interest, and other applicable balances.</p><p>• Track loans approaching maturity or final payment and send required notices to borrowers in a timely manner.</p><p>• Resolve payoff shortages by communicating outstanding amounts and coordinating follow-up until balances are cleared.</p><p>• Complete paid-in-full processing, including confirmation notices and related account updates within servicing records.</p><p>• Calculate and issue surplus funds, borrower refunds, and other disbursements connected to loan payoff activity.</p><p>• Create, submit, and monitor lien release, satisfaction, reconveyance, and similar collateral documents through the appropriate recording channels.</p><p>• Investigate payoff discrepancies, account questions, and exceptions raised by borrowers, clients, attorneys, title partners, or internal teams.</p><p>• Maintain complete and accurate documentation in servicing platforms while supporting quality reviews and issue resolution efforts.</p>
<p>We are seeking a customer-focused and detail-oriented <strong>Retail Banking Clerk</strong> to support daily branch operations at a financial institution in Cincinnati, Ohio. This contract-to-hire opportunity is ideal for someone who enjoys working directly with customers, handling financial transactions, and providing exceptional service in a fast-paced banking environment. The successful candidate will demonstrate strong attention to detail, professionalism, and the ability to maintain accuracy while assisting customers with their banking needs.</p><p><br></p><p>Responsibilities</p><ul><li>Assist customers with routine banking transactions, including deposits, withdrawals, payments, transfers, and account inquiries.</li><li>Provide friendly and professional customer service while responding to questions regarding accounts, products, and banking services.</li><li>Accurately process financial transactions and maintain balanced cash drawers.</li><li>Verify customer information and documentation in accordance with bank policies and regulatory requirements.</li><li>Assist with opening, updating, and servicing customer accounts.</li><li>Support loan and credit administration activities by collecting and reviewing required documentation.</li><li>Maintain accurate records and ensure proper documentation of transactions and account activity.</li><li>Assist with resolving customer concerns and escalating issues when appropriate.</li><li>Support branch operations through data entry, filing, administrative tasks, and record maintenance.</li><li>Safeguard confidential customer information and comply with all banking regulations and internal procedure</li></ul><p><br></p>