1,876 Results for Client Service Associate Jobs in Jserrors

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Bilingual Spanish Medical Receptionist

20, FL
onsite
Temporary / Contract
20.00 - 20.00 USD / Hourly
We are seeking a detail-oriented and customer-focused Patient Service Representative (PSR) to support patient registration, scheduling, and overall patient services. In this role, you will assist both new and existing patients, helping ensure a high level of service, efficiency, and professionalism. The ideal candidate is compassionate, organized, and able to manage multiple responsibilities in a fast-paced, team-oriented healthcare environment.Key Responsibilities<ul><li>Uphold and support the Mission and Core Values of Saint John of God</li><li>Deliver exceptional customer service in all interactions with patients, visitors, volunteers, students, and staff</li><li>Facilitate patient registration while maintaining strict confidentiality</li><li>Conduct financial assessments, collect payments, and accurately record patient fees</li><li>Maintain logs, reports, and statistical data as required</li><li>Perform billing for assigned providers, ensuring accuracy and compliance with guidelines</li><li>Follow up on unresolved encounters and pending charges with providers</li><li>Communicate with program managers regarding schedules, no-shows, and cancellations</li><li>Conduct appointment confirmation calls</li><li>Run reports to ensure compliance with Meaningful Use Objectives, including Objectives 8 and 9</li><li>Perform clerical duties such as scanning and maintaining patient records</li><li>Support Medicaid and managed care processes, including insurance verification, eligibility screening and enrollment, and disenrollment procedures</li><li>Provide patients with information on available services within Camillus Health and throughout the community</li><li>Schedule new and follow-up patient appointments</li><li>Assist with additional departmental duties and special projects as assigned</li></ul>
2026-10-23T22:09:13Z

Associate Attorney

Hiawatha, IA
onsite
Permanent / Full Time
80000.00 - 120000.00 USD / Yearly
We are seeking an Associate Attorney to join a growing practice in the Cedar Rapids area focused on bankruptcy, debt restructuring, and related business matters. In this role, you will work closely with clients navigating complex legal, financial, and business challenges while gaining meaningful courtroom experience and direct client exposure. You'll collaborate with experienced attorneys who are invested in mentorship and detail oriented development, providing a strong foundation for long-term career growth. Responsibilities: • Assess legal matters and recommend practical strategies aligned with each client’s goals and circumstances. • Prepare a range of legal documents, including pleadings, motions, petitions, contracts, and related filings, with accuracy and attention to detail. • Research statutes, case law, and regulatory issues to support case strategy and address nuanced legal and financial questions. • Counsel individuals and business clients on legal options, risk considerations, and business-related decisions. • Advocate for clients during negotiations, mediations, hearings, depositions, and courtroom proceedings. • Lead client meetings to gather facts, explain potential paths forward, and help clients make informed decisions. • Partner with attorneys, paralegals, and administrative staff to deliver responsive, high-quality legal service. • Oversee caseload progress by tracking deadlines, coordinating communications, and ensuring matters move forward efficiently. • Develop and maintain strong connections within the legal and business communities to support client service and practice growth.
2026-11-06T14:48:43Z

Sales Support

La Mirada, CA
remote
Temporary / Contract
25.00 - 27.00 USD / Hourly
We are seeking a highly organized and customer-focused Sales Support Representative to support daily sales operations and ensure a seamless customer experience in La Mirada, CA 90635. 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. Responsibilities:<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>
2026-10-28T23:48:44Z

Leasing Assistant

Cedar Rapids, IA
onsite
Temporary / Contract
18.00 - 19.00 USD / Hourly
Leasing Assistant (Contract)Cedar Rapids, IAJoin a Busy Property Management Team! Are you someone who enjoys helping people, staying organized, and providing excellent customer service? We are seeking a Leasing Assistant to support day-to-day leasing and administrative operations for a growing residential property portfolio in the Cedar Rapids area. This contract opportunity is ideal for someone who thrives in a fast-paced environment and enjoys building positive relationships with residents and prospective tenants.What You'll Do<ul><li>Welcome and assist prospective residents, answering questions and scheduling property tours</li><li>Support leasing activities including applications, lease paperwork, move-ins, and renewals</li><li>Respond to phone, email, and online inquiries in a timely and professional manner</li><li>Maintain accurate resident and prospect records within property management systems</li><li>Assist with resident communications and provide exceptional customer service</li><li>Coordinate with property management and maintenance teams to ensure a positive resident experience</li><li>Support general office, data entry, and administrative functions as needed</li></ul>
2026-10-30T21:38:43Z

Call Center Representative

Middle River, MD
remote
Temporary / Contract
18.00 - 23.00 USD / Hourly
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. Responsibilities:<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

Branch/Retail Banking Clerk

Sunnyvale, CA
onsite
Temporary / Contract
19.95 - 23.10 USD / Hourly
We are looking for a dependable and service-oriented Client Service Representative to support daily branch operations in California. This contract position is expected to run for 90 days and is ideal for someone who enjoys assisting customers, handling financial transactions accurately, and maintaining a detail-oriented branch experience. The role combines front-line client support with careful cash management, recordkeeping, and compliance with banking procedures. Responsibilities:• Process routine banking activity such as deposits, withdrawals, loan payments, and account-related requests with accuracy and efficiency.• Respond to client questions and resolve account concerns in a courteous, solutions-focused manner that supports a positive branch experience.• Explain available banking services, products, and promotional offerings to help customers identify appropriate solutions for their needs.• Maintain precise transaction records, protect confidential financial information, and use banking systems to document activity and prepare required reports.• Reconcile cash drawers at the end of each day, research any imbalances, and complete balancing tasks within established deadlines.• Organize and secure cash and coin for vault storage while following branch cash-control procedures.• Follow bank policies, security standards, and regulatory requirements when handling money, records, and sensitive customer data.• Keep the teller area orderly and detail-oriented while contributing to a welcoming environment for customers and team members.• Build strong relationships with branch clients through attentive service and consistent follow-through on routine banking needs.
2026-11-05T00:28:40Z

Customer Service & Order Processing Representative

Iselin, NJ
onsite
Temporary to Hire
21.85 - 25.30 USD / Hourly
We are looking for a detail-oriented Customer Service & Order Processing Representative to support daily order management and customer coordination for a manufacturing organization in Iselin, New Jersey. This contract opportunity with potential for a permanent role is ideal for someone who thrives in a fast-paced operations environment and can balance customer communication, order accuracy, and shipment follow-through. The person in this role will work closely with sales, warehouse, and logistics partners to help ensure orders move efficiently from entry through delivery. Responsibilities:• Enter and maintain customer orders accurately in the company system, ensuring all details are complete and up to date.• Arrange transportation and determine appropriate shipping methods to support timely order fulfillment.• Partner with warehouse personnel and customers to coordinate shipment schedules, delivery updates, and order status communication.• Investigate freight damage issues and submit claims documentation when products are affected during transit.• Provide day-to-day support to the sales team and customers by answering questions, resolving order-related concerns, and following up on open items.• Handle administrative support tasks that contribute to smooth office and operations workflow.• Monitor multiple active orders at once while maintaining strong attention to detail and meeting deadlin
2026-10-12T14:58:45Z

Customer Service Coordinator

Manchester, NH
onsite
Temporary / Contract
25.75 - 29.50 USD / Hourly
We are looking for a Customer Service Coordinator to support customer interactions and appointment management for a busy service operation in Manchester, New Hampshire. This Long-term Contract position is ideal for someone who communicates clearly, stays organized in a fast-paced environment, and can balance incoming requests with scheduling priorities. The person in this role will serve as a key point of contact for customers while helping ensure service appointments and dispatch activities run smoothly. Responsibilities:• Respond to incoming customer calls with professionalism, provide service-related assistance, and address questions in a timely manner.• Coordinate service appointments by matching customer needs with technician availability and operational schedules.• Enter orders and service requests accurately into internal systems while maintaining complete and organized records.• Place outbound calls as needed to confirm appointments, share updates, and gather missing information from customers.• Work closely with dispatch and service teams to assign calls efficiently and support daily route or schedule adjustments.• Monitor appointment calendars and make changes when priorities shift, cancellations occur, or urgent requests arise.• Provide a high level of customer support by resolving routine concerns and escalating more complex issues when appropriate.
2026-10-28T17:58:47Z

Customer Service Lead

Coxsackie, NY
onsite
Temporary to Hire
22.00 - 30.00 USD / Hourly
Customer Service LeadCoxsackie, NY | Contract Opportunity Are you a customer service professional who loves creating order, improving processes, and leading by example? We're partnering with a growing manufacturing organization in Coxsackie, NY seeking a Customer Service Lead who can elevate the customer experience while helping shape the future of the department. This is more than a traditional customer service role. You'll serve as a key resource for customers, collaborate across multiple departments, streamline processes, develop standard operating procedures, and help build a customer service function that is efficient, responsive, and best-in-class. If you're someone who thrives in a fast-paced environment, enjoys solving problems, and is excited by the opportunity to make a lasting impact, we'd love to hear from you. What You'll Be DoingLead Process Improvement & Team Development<ul><li>Develop and maintain Standard Operating Procedures (SOPs) to create consistency, efficiency, and scalability.</li><li>Evaluate and modernize current customer service processes, workflows, and strategies.</li><li>Identify opportunities for continuous improvement and implement solutions that enhance service quality and operational performance.</li><li>Help establish best practices and support the ongoing growth of the customer service function.</li></ul>Deliver an Exceptional Customer Experience<ul><li>Become a trusted product resource and assist customers with product applications, order quantities, and related inquiries.</li><li>Respond promptly and professionally to customer requests while ensuring a high level of service and satisfaction.</li><li>Manage customer orders from entry through fulfillment, verifying pricing, shipping instructions, warehouse selection, and delivery requirements.</li><li>Prepare quotations, samples, and other customer requests accurately and efficiently.</li></ul>Drive Operational Excellence<ul><li>Partner closely with sales, operations, production, shipping, and warehouse teams to ensure customer expectations are met.</li><li>Monitor daily customer service and shipping activity, proactively identifying and resolving issues.</li><li>Track customer concerns, order discrepancies, and service trends while maintaining detailed documentation.</li><li>Ensure accuracy, accountability, and responsiveness across all customer-facing processes.</li></ul>
2026-10-27T13:58:42Z

Customer Service Specialist

Horsham, PA
onsite
Permanent / Full Time
45000.00 - 50000.00 USD / Yearly
We are looking for a Customer Service Specialist to support customer interactions and core accounting-related tasks in Horsham, Pennsylvania. This position blends service-focused communication with accurate financial processing, making it ideal for someone who can manage inquiries while maintaining strong attention to detail. The role will contribute to billing support, payment application, and record accuracy while helping ensure a smooth experience for customers and internal teams. Responsibilities: • Respond to customer questions regarding billing, payments, and account activity in a timely and detail-focused manner. • Enter customer and financial information into internal systems with a high level of accuracy and consistency. • Process invoices and related documentation while helping maintain organized and up-to-date records. • Support accounts receivable activities by tracking outstanding balances and assisting with payment posting. • Investigate account discrepancies and work with internal partners to resolve issues efficiently. • Maintain clear documentation of customer interactions, transaction updates, and follow-up actions. • Provide administrative support for routine accounting tasks tied to customer accounts and payment activity.
2026-11-02T21:18:38Z

Administrative Assistant

Honolulu, HI
onsite
Temporary / Contract
22.00 - 25.00 USD / Hourly
A growing property management company is seeking a dependable Administrative Assistant to support office operations, tenant communications, and administrative projects. This is an excellent opportunity for someone who thrives in a fast-paced environment and enjoys interacting with customers. This position requires onsite work, so Hawaii residents are preferred. To learn more or apply, call us at 808.531.0800. Responsibilities:<ul><li>Answer incoming phone calls and assist tenants, vendors, and clients</li><li>Schedule appointments and coordinate meetings</li><li>Prepare letters, reports, and property documents</li><li>Maintain accurate records and filing systems</li><li>Assist with data entry and invoice processing</li><li>Support office staff with administrative projects</li><li>Respond to email inquiries and customer requests</li></ul>
2026-10-29T01:43:44Z

Office Assistant (part-time)

El Segundo, CA
remote
Temporary / Contract
20.00 - 29.00 USD / Hourly
Position OverviewWe are seeking a professional and customer-focused Office Assistant to support daily operations at City Hall. This individual will serve as the first point of contact for visitors and callers, providing excellent customer service while performing a variety of administrative and clerical functions. The ideal candidate will be organized, detail-oriented, and comfortable working in a public-facing environment.Key Responsibilities<ul><li>Greet visitors and direct them to the appropriate department or staff member.</li><li>Answer, screen, and route incoming telephone calls.</li><li>Process incoming and outgoing mail, packages, and correspondence.</li><li>Provide information regarding City services, programs, and departments.</li><li>Prepare, type, proofread, and distribute correspondence, reports, forms, and other documents.</li><li>Maintain electronic and physical filing systems, records, and databases.</li><li>Enter, update, and retrieve information using various software programs.</li><li>Schedule meetings, coordinate calendars, and reserve meeting rooms.</li><li>Assist with meeting preparation, materials, and minute-taking as needed.</li><li>Process forms, applications, records, and other administrative documents.</li><li>Assist with office accounting support, including fee collection, invoice processing, purchase orders, and reimbursements.</li><li>Order and maintain office supplies and inventory.</li><li>Handle general clerical duties including copying, scanning, filing, and data entry.</li><li>Provide administrative support to City departments and staff as assigned.</li></ul>
2026-10-26T16:34:05Z

Service Coordinator

San Diego, CA
onsite
Temporary / Contract
28.00 - 30.00 USD / Hourly
Our client is seeking a detail-oriented and customer-focused Service Coordinator to support daily operations and ensure timely coordination of service requests, scheduling, and communication between clients, vendors, and internal teams. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and can manage multiple priorities while delivering excellent service. The ideal candidate is organized, proactive, and able to maintain strong communication across all parties to help drive operational efficiency and customer satisfaction. Key Responsibilities:<ul><li>Coordinate and schedule service appointments, work orders, and technician assignments</li><li>Serve as a primary point of contact for clients, tenants, vendors, or internal teams regarding service-related requests</li><li>Monitor service timelines and follow up to ensure timely completion of work</li><li>Maintain accurate records of service calls, work orders, invoices, and related documentation</li><li>Communicate updates, delays, and resolutions clearly and professionally</li><li>Assist with billing support, data entry, and reporting as needed</li><li>Help prioritize urgent requests and escalate issues when appropriate</li><li>Support process improvements to enhance service delivery and office efficiency</li></ul>
2026-11-04T17:38:40Z

Client Relationship Manager

Minneapolis, MN
onsite
Permanent / Full Time
55000.00 - 70000.00 USD / Yearly
We are looking for a Client Relationship Manager to join our clients team, in the twin Cities Minnesota. In this position, you will support private client operations by delivering attentive service, coordinating account-related activities, and helping financial services colleagues meet client needs efficiently. This opportunity is well suited for someone with a strong background in financial services who enjoys solving problems, managing details, and building trusted client relationships. Responsibilities:• Oversee day-to-day client service operations, including preparing documents, processing requests, and coordinating account-related follow-up.• Deliver responsive, personalized support by understanding each client’s circumstances and addressing questions or service needs in a timely manner.• Partner closely with financial services colleagues and internal team members to maintain accurate workflows and uphold firm standards and regulatory expectations.• Step in to assist other team members when coverage is needed due to workload demands or staff absences.• Use internal platforms and service tools to manage client information, support business activity, and improve the overall service experience.• Draft client-facing and internal correspondence in a clear, detail-focused manner while following established guidelines.• Investigate account issues thoroughly and work across stakeholders to bring complex matters to a successful resolution.• Maintain strict adherence to compliance requirements, firm procedures, and documentation standards.• Take on additional administrative and client support duties as business needs evolve.
2026-10-29T21:33:42Z

Office Services Assosiste (Repro & Mail)

New York, NY
onsite
Temporary / Contract
20.00 - 21.00 USD / Hourly
We are looking for an Office Services Associate to support day-to-day back-office operations for a client site. This long-term contract opportunity is ideal for someone who is organized, service-oriented, and comfortable handling document production, mail distribution, and administrative support in a fast-paced, detail-focused environment. The role also provides broader operational assistance across hospitality, facilities, reception, and audio/visual needs as business demands require. Responsibilities: • Manage incoming office service requests by reviewing instructions, confirming required details, and tracking work through established logs and job documentation. • Complete high-volume copy, scanning, document intake, and mailroom tasks accurately while following site procedures and service expectations. • Organize assignments based on urgency and delivery commitments to ensure all work is accepted, processed, and returned within required timeframes. • Communicate proactively with clients, team members, and leadership regarding priorities, completion timelines, and any issues that may affect service delivery. • Perform routine quality checks on completed work to maintain accuracy, presentation, and consistency across document services. • Support the operation of copiers, scanners, bindery tools, and related equipment by replenishing paper, toner, and other supplies as needed. • Resolve minor equipment or workflow issues independently and escalate more complex problems to supervisory staff when appropriate. • Handle confidential materials with discretion while following company and client policies for security, careful conduct, and cost-conscious use of resources.
2026-10-08T21:04:29Z

Office Servies Associate

Santa Monica, CA
onsite
Temporary / Contract
19.94 - 20.00 USD / Hourly
We are looking for an Office Servies Associate to support daily copy, mail, and general back-office operations for a client site in California. This is a contract position suited for someone who enjoys delivering dependable service in a fast-paced work environment and can balance physical and digital document workflows. The role also provides support across related administrative service areas as business needs require, while maintaining high standards for accuracy, responsiveness, and confidentiality. Responsibilities: • Maintain accurate service records and confirm all work requests are complete before starting each assignment. • Handle day-to-day reprographics, mail distribution, intake, and document support tasks in accordance with established operating guidelines. • Sequence incoming assignments effectively to keep work moving on schedule and meet committed turnaround times. • Communicate promptly with clients or leadership when priorities shift, deadlines are at risk, or clarification is needed. • Inspect completed work for accuracy and quality, and help uphold service standards across the team. • Resolve routine copier, scanner, and mailroom equipment issues and escalate more complex problems when necessary. • Replenish paper, toner, and other production materials to keep equipment ready for continuous use. • Organize workload based on urgency, volume, and service expectations while using resources efficiently and following site policies. • Support additional office services needs such as hospitality, reception, facilities, or audio/visual coordination when required. • Move and handle boxes, paper, and supplies regularly, including lifting items up to 50 pounds as part of daily operations.
2026-11-02T14:18:35Z

Senior Associate/Manager FDD

Chicago, IL
onsite
Permanent / Full Time
150000.00 - 160000.00 USD / Yearly
The salary range for this position is $150,000 - $160,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. Job Description: <ul><li>Independently lead workstreams on deals from $10M to $400M EV, serving as the primary driver for assigned areas of financial due diligence</li><li>Directly manage Analysts and Senior Analysts, providing guidance, oversight, and feedback to ensure quality and timely deliverables</li><li>Serve as primary point of contact for specific diligence areas, interacting regularly with clients, management teams, and private equity sponsors</li><li>Engage with clients and PE deal teams to deliver actionable insights, influencing deal terms and strategic decisions</li><li>Contribute to business development and proposal efforts, including drafting scopes of work, pricing, and pitch materials</li><li>Serve as interim finance leadership (e.g., Assistant Controller, FP& A lead) during integrations, standups, and standalone CFO Services engagements</li><li>Gain exposure to tax diligence, purchase accounting, post-close reconciliations, and more</li><li>Assist in executing and leading strategy and operations consulting engagements</li><li>Join a lean team where your voice matters and your development is prioritized</li></ul>What You’ll Do<ul><li>Lead small FDD and other engagements, and be a key contributor on larger, more complex projects</li><li>Review and refine analyses prepared by junior staff, ensuring accuracy, consistency, and clarity in all work products</li><li>Synthesize financial findings into client-ready deliverables, presenting clear narratives supported by rigorous analysis</li><li>Manage client and target communications, responding promptly to requests and proactively addressing issues</li><li>Assist in scoping and budgeting new engagements, providing input based on prior experience and understanding of client needs</li><li>Collaborate with legal counsel on purchase agreements; provide inputs for earnouts, TSAs, etc.</li><li>Build or review LBO models and valuation bridges to support client negotiations and IC materials</li><li>Lead and execute in post-close activities, including opening balance sheet setup, ASC 805 entries, and reporting processes</li></ul>
2026-10-23T15:08:42Z

Service Coordinator

San Diego, CA
onsite
Temporary / Contract
30.00 - 33.00 USD / Hourly
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. 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. Key Responsibilities:<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>
2026-11-04T17:43:47Z

Administrative Assistant

San Mateo, CA
remote
Temporary / Contract
27.00 - 35.00 USD / Hourly
Robert Half is seeking a detail-oriented and proactive Administrative Assistant to support daily office operations and ensure a seamless experience for both internal teams and external stakeholders. This role is ideal for someone who enjoys wearing multiple hats, thrives in a fast-paced environment, and takes pride in keeping processes organized and running efficiently. Key Responsibilities:<ul><li>Provide administrative support to department leaders and team members</li><li>Manage calendars, schedule meetings, and coordinate appointments</li><li>Answer and direct incoming phone calls and emails professionally</li><li>Prepare, edit, and distribute correspondence, reports, and presentations</li><li>Maintain electronic and paper filing systems</li><li>Assist with data entry, record management, and document preparation</li><li>Coordinate office supplies, vendor relationships, and facility requests</li><li>Support travel arrangements, expense reports, and meeting logistics</li><li>Serve as a point of contact for visitors, clients, and employees</li><li>Assist with special projects and other administrative duties as assigned</li></ul>
2026-11-02T22:54:03Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
105000.00 - 125000.00 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. ✨ Associate Advisor📍 San Ramon, CA (On-Site)🏢 Thriving Wealth Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits + Long-Term Incentives A growing and highly respected wealth management firm overseeing billions in client assets is seeking an Associate Advisor to join a successful advisory team serving high-net-worth individuals, families, and retirement plan clients. This is an exceptional opportunity to gain hands-on experience in comprehensive financial planning while working alongside experienced advisors in a collaborative, growth-oriented environment. What You'll Do<ul><li>Partner with Senior Advisors to deliver comprehensive wealth management and financial planning services</li><li>Prepare and update financial plans covering retirement, investment, tax, insurance, and estate planning strategies</li><li>Participate in client meetings and assist with relationship management initiatives</li><li>Conduct financial analysis, planning research, and investment-related due diligence</li><li>Prepare meeting materials, recommendations, and client review presentations</li><li>Coordinate implementation of planning recommendations and follow up on client action items</li><li>Collaborate with client service, operations, and compliance teams to deliver an exceptional client experience</li><li>Support retirement plan participants and business-owner clients through ongoing service and planning discussions</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T18:28:45Z

Office Assistant

Parsippany, NJ
onsite
Permanent / Full Time
50000.00 - 65000.00 USD / Yearly
Our client, a growing healthcare and life sciences organization, is seeking a highly organized Office Assistant to support daily business operations. This is an excellent opportunity for someone who enjoys variety in their day, takes initiative, and is eager to learn. The role will support multiple departments including Operations, HR, Finance, and Executive Leadership while helping keep a small, collaborative office running smoothly.Responsibilities<ul><li>Provide general administrative and office support</li><li>Answer phones, greet visitors, and receive packages</li><li>Manage outgoing mail, checks, bank deposits, and office shipments</li><li>Coordinate executive travel arrangements, client meetings, and reservations</li><li>Assist with expense reports and expense tracking</li><li>Support employee onboarding, benefits administration, and other HR-related tasks</li><li>Maintain files, records, and office documentation</li><li>Assist with contract renewals and various business reporting activities</li><li>Take detailed meeting notes and follow through on action items</li><li>Order office supplies and help maintain inventory</li><li>Partner with team members across multiple departments on special projects and administrative needs</li></ul>
2026-10-16T15:13:42Z

Administrative Assistant

Honolulu, HI
onsite
Temporary / Contract
23.00 - 24.00 USD / Hourly
Are you an organized professional who enjoys helping others and keeping operations running smoothly? A busy healthcare organization in Honolulu is seeking an Administrative Assistant to support daily office functions and provide outstanding customer service. Due to onsite requirements, preference will be given to Hawaii residents. Interested applicants are encouraged to apply by calling us at 808.531.0800. Responsibilities:<ul><li>Answer and route incoming phone calls professionally and courteously</li><li>Greet patients, visitors, and vendors</li><li>Schedule appointments and maintain calendars</li><li>Prepare correspondence, reports, and other documents</li><li>Manage filing systems and maintain accurate records</li><li>Assist with data entry and general office administration</li><li>Coordinate meetings and provide administrative support to staff</li></ul>
2026-10-29T01:43:44Z

Estate Planning Partner

Los Angeles, CA
remote
Permanent / Full Time
300000.00 - 400000.00 USD / Yearly
Our client, a well-established probate firm in Southern California is seeking a Partner-level Estate Planning Attorney to launch, lead, and scale the firm’s new Estate Planning division. This is a practice-leadership role, not solely a client-service position. The Division Lead will set the division’s legal and client-service standards; supervise all estate planning work; build and manage the team, workflows, and quality-control systems; partner with the firm’s business departments to develop a scalable operating model; and take an active role in intake, conversion, business development, and referral-source growth. This Partner can work hybrid remote or 100% remote in California. Responsibilities<ul><li>Launch and lead firm’s Estate Planning division, with responsibility for its legal work, client experience, people, processes, growth strategy, and overall performance.</li><li>Serve as the supervising attorney for all estate planning matters, regardless of origination, and establish standards for legal analysis, drafting, review, execution, funding, documentation, and follow-up.</li><li>Personally lead sophisticated matters involving trusts, wealth transfer, tax-sensitive planning, business succession, asset protection, and complex family or ownership structures.</li><li>Supervise, mentor, and evaluate attorneys and legal support staff; establish clear roles, capacity expectations, quality controls, and accountability within the division.</li><li> Work with internal teams to document the division’s procedures, forms, templates, decision trees, and training materials</li><li>Partner with internal teams to design standardized, measurable workflows; improve document automation and task templates; and use data and responsible technology to increase consistency, capacity, and efficiency.</li><li>Partner with internal teams to define ideal client profiles, intake criteria, consultation protocols, pricing, engagement terms, and follow-up processes, and remain actively involved in converting qualified prospects into clients.</li><li>Develop the division’s book of business through professional referral relationships, networking, speaking, thought leadership, strategic partnerships, and collaboration with Marketing. The firm will put its full institutional support behind the Division Lead’s professional profile in the legal community, including pursuing speaking opportunities, awards and other recognition, strategic introductions, and high-value networking opportunities.</li><li>Work with accounting and firm leadership to develop and monitor the division’s budget, pricing, revenue, collections, staffing leverage, capacity, matter economics, and profitability.</li><li>Collaborate with firm’s Litigation and Administration divisions on planning and tax issues, cross-referrals, potential disputes, administration considerations, and conflict-sensitive transitions across the client lifecycle.</li><li>Participate in firm’s leadership and goal-setting, including partnership meetings, retreats, and cross-department initiatives.</li></ul>BillablesThe position includes a 1,650-hour annual billable expectation, with the final structure subject to agreement based on the anticipated mix of client work, supervision, business development, and division-management responsibilities.
2026-11-06T08:39:08Z

Order Management Specialist

San Leandro, CA
onsite
Temporary / Contract
28.50 - 33.00 USD / Hourly
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Long-term Contract position based in San Leandro, California. This role will help keep daily department operations organized by managing routine tasks, supporting communication, and assisting with document and spreadsheet work. The ideal candidate is dependable, detail-oriented, and comfortable working onsite in a manufacturing environment while adapting to shifting priorities and team needs. Responsibilities: • Coordinate day-to-day administrative activities such as organizing records, entering information accurately, and managing written communications. • Support the customer service team by taking on routine and overflow assignments so core staff can focus on higher-priority work. • Create, update, and format business documents using Microsoft Word to ensure materials are clear and professionally prepared. • Maintain and revise spreadsheets in Microsoft Excel to track information, organize data, and support reporting needs. • Use Microsoft Outlook to manage emails, schedule-related tasks, and assist with timely follow-up communication. • Help improve departmental workflow by staying responsive to requests and contributing to efficient task completion. • Collaborate with team members across the department and provide assistance wherever additional support is needed.
2026-10-30T23:14:04Z

VP Commercial Lender

Minneapolis, MN
onsite
Permanent / Full Time
120000.00 - 150000.00 USD / Yearly
We are looking for an accomplished, detail-oriented commercial lending specialist to join our banking team in the Twin Cities, Minnesota. This role focuses on building long-term business relationships, expanding commercial banking partnerships, and delivering sound lending solutions that support client and bank growth. The ideal candidate brings strong credit judgment, a consultative approach to business development, and the ability to manage a high-quality commercial portfolio from origination through ongoing servicing. Responsibilities:• Develop new commercial banking relationships through community involvement, networking, referrals, and proactive outreach to prospective clients.• Grow existing client accounts by identifying borrowing, deposit, and cash management opportunities that align with each business customer’s needs.• Guide clients through lending options, gather required documentation, and structure financing solutions that reflect sound underwriting practices.• Analyze financial statements, tax returns, collateral details, and other supporting information to assess creditworthiness and recommend appropriate loan terms.• Make credit decisions within assigned authority levels and prepare well-supported presentations for larger requests requiring committee approval.• Oversee the commercial loan process from initial prospecting through closing, renewal, collection activity, and final payoff.• Perform portfolio monitoring activities, including annual relationship reviews, site visits, and collateral inspections, to maintain strong asset quality.• Address delinquent accounts promptly and take appropriate action to protect portfolio performance and minimize credit risk.• Partner with internal teams to deliver responsive service, ensure regulatory compliance, and provide effective banking solutions for commercial clients.
2026-11-06T14:48:43Z

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1876 results for Client Service Associate in Jserrors