1,965 Results for Client Service Associate Jobs in Jserrors

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Senior Client Service Associate

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

Client Service Associate

Las Vegas, NV
remote
Permanent / Full Time
45000.00 - 52000.00 USD / Yearly
We are looking for a Client Service Associate to support investors and account holders with responsive, knowledgeable service. In this role, you will help clients navigate account activity, answer questions about retirement account options and alternative investments, and provide steady guidance throughout the customer journey. The ideal candidate brings a service-minded approach, strong attention to detail, and the ability to communicate clearly while handling sensitive financial information with care. Responsibilities:• Provide clear guidance to clients on account features, self-directed retirement solutions, trust structures, and digital asset-related topics in an easy-to-understand manner.• Assist customers with transactions and account-related steps from initial setup through ongoing servicing and other lifecycle events.• Investigate client concerns, resolve routine issues efficiently, and route more complex matters to the appropriate internal specialists.• Maintain a strong working knowledge of available products, account structures, and investment options to deliver accurate support.• Manage incoming work queues and daily priorities to help ensure timely follow-up and service standards are consistently met.• Support routine servicing needs such as account updates, maintenance requests, and basic technical assistance.• Document customer conversations and service activities thoroughly and accurately within company systems.• Work closely with partners across multiple teams to deliver a consistent and seamless client experience.• Stay informed on company policies and applicable industry regulations related to self-directed retirement accounts.• Contribute to team development by participating in meetings, coaching sessions, training, and process improvement efforts, including thoughtful use of AI tools and sharing productivity best practices.
2026-10-28T20:48:44Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000.00 - 90000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience? A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth. What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:<ul><li>Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.</li><li>Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.</li><li>Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.</li><li>Maintaining accurate client records and workflow tracking within CRM and financial planning systems.</li><li>Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.</li><li>Coordinating advisor calendars and scheduling client meetings.</li><li>Monitoring operational workflows, compliance requirements, and regulatory documentation.</li><li>Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.</li><li>Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.</li><li>Assisting with social media content and digital engagement efforts across multiple platforms.</li><li>Providing ongoing operational support and helping drive process improvements across the practice</li></ul>Why Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
2026-10-26T18:18:46Z

Client Services Associate

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

Client Service Associate

San Mateo, CA
onsite
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-23T13:28:45Z

Client Service Associate

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. 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. Position OverviewThe 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.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. Key Responsibilities<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>
2026-10-29T19:58:46Z

Client Services Associate

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

Private Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Private Client Service Associate📍 San Francisco, CA (Hybrid, 3 days/week in office)🏢 Respected Investment Management Firm💰 Competitive Base + Bonus + Profit Sharing Are you looking for more than a traditional client service role? I'm partnering with a well-established and highly regarded investment management firm is seeking a Private Client Service Associate 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. 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. What You'll Do<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>Why This Opportunity Stands Out✅ Competitive compensation package with bonus opportunity & Profit-sharing program✅ Exceptional retirement benefits, including a generous employer contribution✅ Comprehensive medical, dental, and vision coverage✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities✅ Opportunity to support sophisticated, high-net-worth client relationships✅ Collaborative, team-oriented culture with outstanding employee tenure✅ Strong leadership team committed to employee development and long-term career growth✅ Engaging and supportive workplace culture that values both professional success and team camaraderie Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
2026-10-23T22:23:43Z

Client Service Associate - Remote

San Mateo, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | REMOTE Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T01:48:44Z

Private Client Service Associate | $120K + Bonus

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent Benefits I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a Private Client Service Associate to join its growing Private Client Group. This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience. You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services. 💡 What You’ll Do<ul><li>Support existing and prospective clients with account servicing and day-to-day requests</li><li>Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions</li><li>Provide operational support to mutual fund shareholders</li><li>Prepare client meeting materials, portfolio reports, and follow-up items</li><li>Coordinate with custodians, transfer agents, advisors, and internal teams</li><li>Maintain accurate client records and documentation while following compliance procedures</li><li>Research account discrepancies, resolve processing issues, and escalate exceptions when needed</li><li>Help improve workflows, procedures, and processes as the team grows</li></ul>
2026-10-25T05:28:41Z

Private Client Service Associate | $120K + Bonus

Oakland, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent Benefits I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a Private Client Service Associate to join its growing Private Client Group. This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience. You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services. 💡 What You’ll Do<ul><li>Support existing and prospective clients with account servicing and day-to-day requests</li><li>Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions</li><li>Provide operational support to mutual fund shareholders</li><li>Prepare client meeting materials, portfolio reports, and follow-up items</li><li>Coordinate with custodians, transfer agents, advisors, and internal teams</li><li>Maintain accurate client records and documentation while following compliance procedures</li><li>Research account discrepancies, resolve processing issues, and escalate exceptions when needed</li><li>Help improve workflows, procedures, and processes as the team grows</li></ul>
2026-10-25T05:28:41Z

Client Service Associate | $1B AUM

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-11-03T01:58:39Z

Client Service Associate | $1B AUM

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-10-27T22:43:44Z

Customer Service Representative

Vandalia, OH
onsite
Temporary to Hire
16.15 - 18.70 USD / Hourly
We are looking for a Customer Service Representative to join a team in a contract capacity. This role focuses on reviewing and coordinating employee-related benefit documentation, ensuring records are accurate, complete, and processed according to established guidelines. The ideal candidate is detail-oriented, comfortable handling high volumes of forms and service requests, and able to support both internal workflows and customer-facing communication with professionalism. Responsibilities:• Review incoming benefit and eligibility documents for completeness, accuracy, and compliance with established procedures before processing.• Prepare and distribute outgoing correspondence and required documentation related to status changes, coverage updates, and participant notifications.• Examine policy and contract information to confirm benefit coverage, dependent status, and eligibility determinations.• Validate spousal surcharge information and route verified details for the next stage of processing.• Generate routine reports from internal systems and external vendor sources to support operational tracking and follow-up activities.• Maintain and update termination-related records to keep employee status information current.• Provide customer service support through inbound and outbound communication, answering questions and assisting with document-related inquiries.• Assist with additional administrative and service tasks as needed to support team goals and daily operations. For immediate consideration, call 937.224.8326.
2026-10-26T18:38:43Z

Client Service Associate - $4B+ AUM!

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 115000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support. Responsibilities<ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul>
2026-10-27T01:48:46Z

Bilingual Customer Service Representative

White Bear Lake, MN
onsite
Temporary to Hire
23.75 - 27.50 USD / Hourly
We are looking for a Spanish Bilingual Customer Service Representative to join a manufacturing team in Minnesota. This long term contract-to-permanent position is ideal for someone who enjoys helping customers, solving product-related questions, and working in a fast-paced technical environment. The person in this role will support customers by identifying appropriate tooling options, addressing inquiries with professionalism, and partnering with internal and external teams to deliver strong service. Responsibilities:• Respond to customer inquiries by phone and email, providing timely support and clear guidance on product and tooling-related questions.• Evaluate customer drawings, specifications, and application details to recommend solutions that align with operational needs.• Enter and manage orders accurately while maintaining complete and organized customer information in company systems.• Explain technical product information in a way that customers can easily understand and apply to their manufacturing processes.• Work closely with colleagues, sales representatives, designers, and distribution partners to coordinate service and resolve issues efficiently.• Support both inbound and outbound customer communication to strengthen relationships and ensure follow-up on open requests.• Assist in resolving customer concerns by identifying practical options and helping guide them toward the best available solution.• Contribute to additional service and administrative tasks as directed by leadership to support team goals.
2026-10-01T17:18:45Z

Client Services Associate - REMOTE

San Mateo, CA
remote
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | REMOTE Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-27T22:48:45Z

Senior Client Services Representative

San Diego, CA
remote
Temporary / Contract
42.00 - 56.00 USD / Hourly
Position OverviewOur client, a growing wealth management firm, is seeking a Senior Client Services Associate to support its advisory team and help deliver an exceptional client experience. This individual will play an integral role in managing client account administration, coordinating onboarding activities, supporting reporting processes, and ensuring day-to-day operations run smoothly. The Senior Client Services Associate will work closely with financial advisors, internal operations teams, and external partners to address client needs, maintain accurate records, and support efficient workflows. This role will also provide guidance to junior team members and contribute to the development of processes that enhance service delivery and support the firm's continued growth. The ideal candidate is proactive, detail-oriented, and comfortable balancing competing priorities in a client-focused financial services environment. Key Responsibilities<ul><li>Partner with financial advisors to coordinate client requests, manage service priorities, and ensure timely follow-up.</li><li>Facilitate new client onboarding, including preparing, processing, and tracking account documentation across relevant platforms.</li><li>Coordinate account maintenance requests, asset transfers, fund movements, and other account-related activities.</li><li>Assist with portfolio reporting, account reviews, and the preparation and reconciliation of client performance reports.</li><li>Manage advisor calendars and coordinate client meetings, appointments, and follow-up communications.</li><li>Serve as a reliable point of contact for internal teams, custodians, and other external partners to help resolve client service needs.</li><li>Maintain accurate client files, account records, and documentation in accordance with internal procedures and applicable regulatory requirements.</li><li>Collaborate with compliance and operations teams to support periodic reviews, documentation requests, billing processes, and reporting requirements.</li><li>Monitor outstanding client requests and account activity to ensure tasks are completed accurately and within established deadlines.</li><li>Identify opportunities to streamline workflows, improve consistency, and enhance the overall client and advisor experience.</li><li>Provide day-to-day guidance, training, and mentorship to junior client service team members.</li><li>Assist with developing and maintaining standardized procedures, workflows, and best practices.</li><li>Serve as a knowledgeable resource for client service and operational matters within the office.</li><li>Support the implementation of process improvements as the firm continues to grow.</li></ul>
2026-10-23T18:58:45Z

Customer Service Representative

Indianapolis, IN
onsite
Temporary to Hire
19.00 - 20.00 USD / Hourly
We are looking for a Customer Service Representative to join a growing team supporting time-sensitive client accounts from initial assignment through resolution. This contract-to-permanent position is ideal for someone who communicates confidently, stays organized in a fast-paced environment, and can coordinate effectively with clients, service providers, and internal partners.The role focuses on managing account updates, verifying documentation and fees, coordinating next steps with third-party partners, and ensuring timely resolution while delivering attentive and professional customer service throughout the process.Responsibilities<ul><li>Manage assigned accounts from initial intake through final resolution, keeping clients and relevant partners informed of progress and next steps.</li><li>Communicate with clients, service providers, facilities, and vendor partners to gather status updates and coordinate timely completion of account-related activities.</li><li>Submit payment requests to the appropriate internal teams promptly to prevent delays and keep processes moving.</li><li>Verify required documentation, fees, and release requirements with third-party partners and assist with resolving questions or requirements as needed.</li><li>Provide timely and accurate updates to clients in accordance with service expectations and account-handling guidelines.</li><li>Handle inbound and outbound calls related to account status, order entry, scheduling, and service coordination with professionalism and urgency.</li><li>Maintain organized records and detailed account notes to support efficient follow-up, issue resolution, and clear customer communication.</li><li>Work closely with internal departments and external partners to identify and resolve issues that may delay account completion.</li></ul>
2026-10-07T20:34:05Z

Customer Service Representative

Middletown, NY
onsite
Temporary / Contract
18.63 - 19.00 USD / Hourly
We are looking for a Customer Service Representative to join a healthcare-focused team in Middletown, New York on a Contract to Hire basis. This position supports members and partners by handling inquiries with professionalism, empathy, and strong follow-through. The role is ideal for someone who can stay organized in a fast-paced service environment while delivering clear communication and dependable issue resolution. Training for the Customer Service Representative role is conducted onsite, and the ongoing schedule is provided in advance with shifts that may include weekends. Responsibilities:• Handle inbound inquiries by asking thoughtful questions, listening carefully, and identifying the core issue behind each request.• Review available information, conduct initial research, and assess the nature and urgency of each customer concern.• Work with teams across the organization to obtain answers, coordinate next steps, and route complex matters to the appropriate contacts when needed.• Place outbound calls to members, providers, brokers, pharmacies, or other parties to gather details and help bring issues to resolution.• Strive to resolve concerns during the first interaction whenever possible while maintaining accuracy and service quality.• Record each interaction thoroughly, including the concern raised, research completed, actions taken, and final outcome.• Guide conversations with confidence and professionalism, using de-escalation techniques and empathy to support callers through sensitive situations.• Provide timely updates to customers throughout the resolution process so they remain informed about status and next steps.• Maintain attention to customer interactions while navigating systems, alerts, and multiple sources of information during the workday.
2026-11-03T16:13:37Z

Customer Service Representative

Indianapolis, IN
onsite
Temporary to Hire
16.00 - 16.00 USD / Hourly
We are looking for a Customer Service Representative to join a mission-driven organization in Indianapolis, Indiana, where each conversation is an opportunity to support veterans, their families, and the broader community. This contract position with permanent potential is ideal for someone who brings patience, professionalism, and a genuine commitment to helping others. The role requires strong communication, careful documentation, and the ability to manage inquiries efficiently across multiple systems in a fast-paced service environment. Responsibilities:• Assist customers by phone and through other communication channels, providing courteous, accurate, and solution-focused support for a range of questions and concerns.• Use several applications at the same time to review information, update records, and complete service tasks without losing accuracy or efficiency.• Investigate customer issues, identify practical next steps, and involve the appropriate team members when a matter requires escalation.• Record interactions thoroughly and enter data with a high level of precision to maintain complete and reliable account information.• Adjust quickly to updated procedures, changing priorities, and new tools while continuing to deliver consistent service.• Work closely with coworkers and supervisors to share information, resolve service challenges, and contribute to a supportive team atmosphere.• Listen carefully to customer needs, communicate clearly in both written and verbal formats, and help calm difficult situations with professionalism and empathy.• Maintain dependable attendance and follow assigned schedules to ensure consistent coverage for customers and the team.
2026-10-28T13:08:45Z

Customer Service Representative

Bloomington, MN
onsite
Temporary / Contract
19.00 - 21.00 USD / Hourly
We are seeking a Customer Service Representative to join a dynamic team environment. This role is responsible for providing excellent customer support, and assisting with day-to-day administrative and operational tasks. The ideal candidate is organized, professional, and committed to delivering a positive experience for customers. Responsibilities:• Provide timely and professional assistance to customers, clients, and team members.• Perform a variety of administrative and operational support duties as needed.• Build and maintain positive relationships through strong communication and customer service skills.• Collaborate with team members and other departments to support business operations.• Prioritize multiple tasks in a fast-paced environment while maintaining attention to detail.
2026-09-30T20:38:46Z

Customer Service Representative

Diamond Bar, CA
onsite
Temporary / Contract
20.00 - 21.00 USD / Hourly
We are looking for a Customer Service Representative to support membership services for a manufacturing organization in Diamond Bar, California. This Long-term Contract opportunity is ideal for someone who enjoys assisting customers, handling high-volume communication, and maintaining accurate records in a fast-paced environment. The person in this role will help deliver responsive service across phone and administrative channels while ensuring a detail-oriented and positive customer experience. Responsibilities: • Manage incoming customer calls and respond to service-related questions with accuracy and courtesy • Place outbound calls as needed to follow up on requests, clarify account details, or provide updates • Enter orders, service requests, and customer information into CRM and internal databases with a high level of accuracy • Maintain organized documentation of customer interactions, transactions, and resolutions for recordkeeping purposes • Support membership-related inquiries by providing clear guidance and timely issue resolution • Coordinate with internal teams to address escalated concerns and ensure smooth completion of customer requests • Perform data entry and administrative support tasks that contribute to efficient daily operations • Participate in outreach activities and customer communications that strengthen engagement and service delivery
2026-10-22T19:08:43Z

Technical Customer Service Representative

Richfield, MN
onsite
Temporary / Contract
22.00 - 26.00 USD / Hourly
We are seeking a professional and customer-focused Technical Customer Service Representative to join a growing team. This role is responsible for providing technical support to customers, troubleshooting product and service issues, and delivering a high level of customer satisfaction. The ideal candidate will possess strong communication skills, technical aptitude, and the ability to resolve problems in a fast-paced environment.Responsibilities<ul><li>Respond to customer inquiries via phone, email, and chat regarding products, services, and technical concerns.</li><li>Troubleshoot and resolve hardware, software, and system-related issues.</li><li>Document customer interactions accurately within internal systems.</li><li>Escalate complex issues to appropriate teams while ensuring timely follow-up.</li><li>Educate customers on product functionality and best practices.</li><li>Maintain knowledge of company products, services, and technical updates.</li><li>Collaborate with internal departments to resolve customer concerns efficiently.</li><li>Meet established service, quality, and response-time goals.</li></ul>
2026-10-19T16:18:45Z

Customer Service Representative

Urbandale, IA
onsite
Temporary to Hire
18.00 - 20.00 USD / Hourly
We are looking for Customer Service Representatives to join a team in Urbandale, Iowa. This contract opportunity is ideal for someone who enjoys helping customers, communicating clearly, and handling a fast-paced workload in a structured office setting. In this role, you will support members by resolving service inquiries, providing accurate information, and assisting with policy and renewal-related questions. This is a fully onsite position with training, ongoing support, and opportunities to grow within a business services environment. Responsibilities:• Deliver responsive service to customers by handling incoming inquiries.• Prepare clear verbal and written responses using available reference materials to address questions and resolve concerns.• Contact customers to obtain incomplete or missing details needed to process requests or provide next steps.• Assist users with basic website navigation issues and help troubleshoot simple online access or functionality problems. Please apply today through our Robert Half website or give me a call if you have any questions! 515.706.4974 - I'm excited to hear from you!
2026-11-02T20:34:03Z

1965 results for Client Service Associate in Jserrors