956 Results for Client Services Specialist Jobs in Jserrors

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Client Services Specialist

Irving, TX
onsite
Temporary / Contract
19.00 - 24.00 USD / Hourly
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. Responsibilities:• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.• Process and update registrations across various event systems with a high level of accuracy and attention to detail.• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.
2026-10-19T15:23:44Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
24.00 - 28.00 USD / Hourly
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. Responsibilities:• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.• Take on additional assignments that support team objectives and evolving business needs.
2026-10-19T15:23:44Z

Senior Client Services Specialist

Irving, TX
onsite
Temporary / Contract
20.00 - 23.00 USD / Hourly
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. Responsibilities: • Act as the main point of contact for assigned commercial accounts, delivering responsive support and building strong client relationships throughout the event lifecycle. • Create and carry out outreach efforts that keep clients informed, address questions early, and encourage greater participation and satisfaction. • Gather input from exhibitors and internal partners, review service workflows, and recommend practical changes that improve the overall customer experience. • Work closely with cross-functional teams to coordinate service delivery, resolve issues efficiently, and maintain smooth operational execution. • Travel to event sites as needed to oversee service areas, support floor operations, and help ensure a well-organized experience for clients and attendees. • Partner with contractors and external vendors to align service expectations, support event execution, and maintain productive working relationships. • Contribute to the preparation and review of exhibitor service materials, ensuring information is clear, accurate, and aligned with event policies and safety requirements. • Assist with financial and account-related activities such as billing coordination, reconciliations, and other support tied to client service operations when needed.
2026-10-19T13:13:44Z

Senior Client Services Specialist

Las Vegas, NV
onsite
Temporary / Contract
24.00 - 26.00 USD / Hourly
We are looking for a Senior Client Services Specialist to join our team in Las Vegas, Nevada. for a Contract assignment with the potential to extend into a longer-term opportunity. This position supports commercial event portfolios by delivering high-quality client service, coordinating exhibitor needs, and helping create smooth event experiences from planning through on-site execution. The role is ideal for someone who thrives in a fast-paced environment, communicates confidently with clients and internal teams, and brings a practical approach to solving operational challenges. Responsibilities:• Act as the main point of contact for assigned commercial clients, guiding them through event-related services and ensuring their questions and needs are addressed promptly.• Build strong client relationships through proactive communication, sharing important event information and helping participants prepare effectively for upcoming programs.• Gather feedback from exhibitors and internal stakeholders, review service workflows, and identify opportunities to improve efficiency and the overall customer experience.• Partner with cross-functional teams to coordinate logistics, resolve service issues, and maintain consistent support across multiple event activities.• Travel to event locations as needed to provide on-site leadership, support front-line operations, and help ensure a well-organized attendee and exhibitor experience.• Work closely with external vendors and service partners to support event readiness, maintain service standards, and align execution with event requirements.• Assist with the preparation and review of exhibitor support materials, including service documentation and compliance-related guidance for event participation.• Monitor operational details throughout the event cycle and respond quickly to changing priorities to keep deliverables on track.
2026-10-23T22:58:43Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
22.80 - 23.00 USD / Hourly
We are looking for a Client Services Specialist to support event operations and deliver a high-quality experience for attendees, exhibitors, and internal teams in Irving, Texas. This is a Contract position with an initial 12-week term and the potential to transition into a longer-term opportunity. The person in this role will serve as a key point of contact, helping coordinate event-related services, resolve questions efficiently, and improve communication across multiple programs and live events. Responsibilities: • Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion. • Review event-related web content regularly to confirm information is accurate, easy to navigate, and aligned with program needs. • Troubleshoot registration and service-related concerns by identifying root causes and applying practical solutions. • Work closely with internal departments and external partners to introduce service improvements that strengthen the overall event experience. • Process and update registrations across multiple platforms with a high level of accuracy and attention to detail. • Track exhibitor timelines, service needs, and communications to keep deliverables organized and stakeholders informed. • Coordinate with operations teams to prepare exhibitor pricing materials and support rate structure planning. • Create and maintain exhibitor service documentation, including vendor details, service options, and booth compliance guidelines for assigned events. • Travel as needed to conferences, trade shows, client locations, and vendor meetings to support event execution. • Contribute to additional event and client service activities as business needs evolve.
2026-10-26T12:58:42Z

Client Services Specialist

Las Vegas, NV
onsite
Temporary / Contract
23.00 - 24.00 USD / Hourly
We are looking for a Client Services Specialist to support event operations and deliver a high-quality experience for attendees, exhibitors, and internal teams in Las Vegas, Nevada. This Contract position offers the opportunity to coordinate service activities across multiple events, handle inquiries with professionalism, and help improve how information and support are delivered. The ideal candidate brings a strong customer-focused mindset, excellent communication skills, and the ability to manage event-related details in both office and onsite environments. Responsibilities:• Serve as a primary point of contact for attendee, exhibitor, and staff questions, providing timely follow-up and seeing issues through to completion.• Review event websites and registration-related content to confirm accuracy, usability, and alignment with event needs for both internal and external users.• Investigate service concerns, identify root causes, and implement practical solutions that improve the overall customer experience.• Work closely with internal departments and external partners to introduce service improvements and strengthen event support processes.• Manage registrations across multiple platforms with precision, ensuring records are complete and information is entered correctly.• Track exhibitor timelines, deliver status updates through appropriate communication channels, and keep stakeholders informed of important milestones.• Coordinate with operations teams to prepare pricing materials and support the development of competitive event-related service packages.• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.• Travel to conferences, trade shows, vendor meetings, and client locations as needed to provide onsite support for event activities.
2026-10-23T22:23:43Z

Client Service Specialist II

St. Petersburg, FL
remote
Temporary / Contract
16.00 - 18.00 USD / Hourly
We are looking for a Client Service Specialist II to support commercial and corporate banking clients from our St. Petersburg, FL location. This Long-term Contract position focuses on delivering responsive, accurate service across deposit account onboarding, treasury-related support, and client issue resolution. The ideal candidate brings strong banking knowledge, excellent communication skills, and the ability to coordinate effectively with internal partners to ensure a seamless client experience. Responsibilities:• Guide clients through onboarding activities for deposit accounts and treasury services, helping ensure timely completion and a smooth service experience.• Respond to client inquiries with urgency and accuracy, assessing needs carefully and taking appropriate action to resolve concerns.• Coordinate with internal teams to maintain clear communication, align on next steps, and support consistent service delivery.• Serve as a client advocate by connecting customers with specialized internal resources when more advanced support is required.• Investigate service-related questions and follow through on research requests until a clear resolution is provided.• Recognize opportunities to introduce relevant banking solutions and refer clients to appropriate business line partners.• Maintain detailed records and correspondence using banking platforms, email, and CRM tools such as Salesforce.• Support day-to-day banking operations while managing multiple priorities in a fast-paced service environment.
2026-10-12T15:34:06Z

Customer Services Specialist

Las Vegas, NV
onsite
Temporary / Contract
23.00 - 24.00 USD / Hourly
We are looking for a Customer Services Specialist to deliver responsive, high-quality support for attendees and exhibitors connected to events in Las Vegas, Nevada. This contract position serves as a key point of contact for questions, registrations, and service-related concerns while helping maintain strong customer relationships. The role requires clear communication, sound judgment, and close coordination with internal teams to ensure timely and accurate resolutions. Responsibilities:• Respond to attendee and exhibitor inquiries by phone, email, or other channels, providing accurate guidance on event offerings, policies, and available services.• Investigate customer concerns, determine appropriate solutions, and follow through to ensure issues are resolved in a thorough and timely manner.• Conduct outbound outreach to collect qualifying information, encourage event participation, support registrations, and identify opportunities for additional product or service purchases.• Maintain complete and accurate customer records by entering, updating, and tracking information within event-related databases and support systems.• Assist customers with registration questions and technical difficulties by walking them through processes and next steps in a clear, supportive manner.• Partner with cross-functional teams to address more complex service issues and ensure customers receive consistent, well-coordinated support.• Monitor recurring questions and customer feedback, then share insights with internal stakeholders to help improve service delivery and the overall event experience.• Build working knowledge of brands, event details, and service policies so information provided to customers remains current and reliable.
2026-10-23T22:43:43Z

Customer Service Specialist

Honolulu, HI
onsite
Temporary to Hire
16.15 - 18.70 USD / Hourly
We are looking for a Customer Service Specialist to support daily operations for the warehouse in Hawaii. This contract-to-permanent opportunity is ideal for someone who enjoys helping people, managing administrative duties, and keeping information organized in a fast-paced service environment. The person in this role will serve as a key point of contact for individuals seeking program information while providing dependable coordination and office support. Preference will be given to Hawaii residents due to the onsite nature of this role. To apply, please call us at 808-531-0800. Responsibilities:• Assist callers and visitors by answering questions about available programs and services in a thorough and helpful manner.• Coordinate and confirm pickup times and client appointments to support smooth day-to-day scheduling.• Enter and maintain accurate information in internal records and tracking systems.• Speak with clients to gather feedback and complete surveys in a respectful and organized way.• Support administrative activities tied to human services programs, including document handling and routine office tasks.• Communicate clearly by phone, email, and in writing with clients, staff, and community contacts.• Work closely with team members and partner programs to ensure responsive service for a diverse population.
2026-10-28T00:38:43Z

Investor Services Specialist

Chicago, IL
onsite
Permanent / Full Time
50000.00 - 60000.00 USD / Yearly
We are looking for an Investor Services Specialist to support servicing clients and help deliver a high standard of account and portfolio administration in northwest suburbs of Chicago IL. This role partners with internal teams and external stakeholders to manage portfolio setup, client communications, reporting support, and service-related requests. The ideal candidate brings mortgage servicing knowledge, strong organization, and a client-focused approach to maintaining smooth day-to-day operations. Responsibilities:• Build productive relationships with assigned clients by providing timely updates, dependable follow-through, and detail-oriented support.• Organize activities related to new portfolio setup, loan boarding, servicing transfers, and release coordination to ensure accurate execution.• Partner with internal departments to launch new client portfolios and keep implementation tasks on schedule.• Deliver guidance and training to clients on servicing portals, reporting tools, system features, and available services.• Manage audit confirmation requests, portfolio review support, and other client-driven servicing needs.• Research account activity and prepare payment histories, servicing summaries, and detailed loan analyses as needed.• Act as a central communication link between clients and internal teams to resolve issues and maintain service continuity.• Contribute to service-level tracking, operational reporting, quality efforts, and ongoing process enhancements.• Use servicing platforms, workflow applications, and reporting tools to complete work accurately and efficiently.
2026-10-23T14:08:42Z

Customer Service Specialist

Wilmington, MA
onsite
Permanent / Full Time
55000.00 - 73000.00 USD / Yearly
Robert Half is recruiting for a Customer Service Specialist role with a rapidly growing manufacturing client in the Wilmington area. This is a permanent role, joining an already established team, with lots of growth opportunity. Our client is looking for a customer service candidate with at least 1-2 years of professional business to business experience. A Bachelor's degree is preferred but not required. Responsibilities include preparing quotes, processing orders, and answering more technical questions as needed. This is NOT a call center role; it's a far more strategic customer service function. If interested in, and qualified for the Customer Service Specialist role, please apply ASAP. I'm scheduling interviews soon!
2026-10-22T13:38:44Z

Sr. Customer Service Specialist

Memphis, TN
onsite
Temporary to Hire
20.00 - 21.00 USD / Hourly
We are looking for a Sr. Customer Service Specialist to join our team in Memphis, Tennessee in a contract-to-permanent capacity. This position serves as a central point of contact for customers while overseeing order activity, account support, and coordination across sales, operations, warehouse, technical, and production teams. The ideal candidate brings a strong service mindset, excellent organization, and the ability to keep multiple priorities moving in a fast-paced, onsite environment. Responsibilities: • Oversee the full order lifecycle from initial entry through fulfillment, confirming accuracy, timing, and customer expectations at each stage. • Partner with internal departments to resolve questions related to inventory, shipment schedules, documentation, and order progress for domestic and international customers. • Support customer accounts by assisting with pricing details, proposals, contract-related coordination, and activities that strengthen long-term business relationships. • Track open orders, customer demand patterns, and forecast information to help improve planning and day-to-day operational execution. • Maintain organized customer records, shared communication channels, and reporting data to ensure information remains current and accessible. • Identify service gaps and workflow inefficiencies, then recommend practical improvements that enhance responsiveness and accuracy. • Provide cross-coverage for customer service and commercial support tasks as business needs shift. • Communicate clearly with customers and internal partners to address issues quickly and maintain a consistent service experience.
2026-10-05T21:08:46Z

Customer Support Specialist

Bethesda, MD
onsite
Temporary / Contract
22.00 - 26.00 USD / Hourly
We are seeking a Customer Support Specialist to provide exceptional service to customers by answering inquiries, resolving issues, and ensuring a positive customer experience. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately. Responsibilities:• Respond to customer inquiries via phone, email, and chat• Resolve issues and document outcomes in CRM systems• Escalate complex issues to internal teams• Identify service trends and improvement opportunities
2026-10-26T17:33:43Z

Client Success Specialist

San Diego, CA
remote
Temporary / Contract
24.00 - 25.00 USD / Hourly
About the OpportunityOur client in the financial services industry is seeking a customer-focused and detail-oriented Client Success Specialist to join their team. This individual will serve as a primary point of contact for clients, helping build strong relationships, ensure a positive client experience, and support the successful delivery of financial services and solutions.The ideal candidate is proactive, organized, and comfortable managing multiple client requests in a fast-paced environment. This is an excellent opportunity for someone who enjoys relationship management, problem-solving, and providing exceptional service.Key Responsibilities<ul><li>Serve as a primary point of contact for client inquiries, providing timely, professional, and accurate responses.</li><li>Build and maintain strong client relationships to support satisfaction, engagement, and long-term retention.</li><li>Assist clients with account-related questions, service requests, documentation, and general inquiries.</li><li>Proactively follow up with clients to ensure requests are resolved and expectations are met.</li><li>Coordinate with internal teams to address client needs, troubleshoot issues, and facilitate efficient service delivery.</li><li>Maintain accurate client records, account information, and communication notes within internal systems or CRM platforms.</li><li>Monitor outstanding requests and manage competing priorities to ensure timely resolution.</li><li>Identify opportunities to improve the client experience, streamline processes, and enhance service quality.</li><li>Handle confidential financial and client information with discretion and in accordance with company policies and procedures.</li><li>Support client onboarding, account maintenance, and other administrative processes as needed.</li></ul>
2026-10-23T17:28:43Z

Web Content Specialist

Coppell, TX
onsite
Permanent / Full Time
60000.00 - 75000.00 USD / Yearly
We are partnering with a growing technology company to identify a Web Support Specialist who will serve as the primary point of contact for clients following website launch. This role combines website support, client services, and account management responsibilities and is ideal for someone who enjoys helping people while managing and maintaining websites. Key Responsibilities:<ol><li>Serve as the primary contact for client website requests, updates, and support needs.</li><li>Manage website content changes, maintenance requests, and ongoing updates.</li><li>Troubleshoot website issues and coordinate with developers when technical support is needed.</li><li>Track, prioritize, and resolve client requests in a timely manner.</li><li>Build strong client relationships through exceptional service and communication.</li><li>Ensure website updates are completed accurately and efficiently.</li><li>Document support requests, resolutions, and recurring issues.</li><li>Help drive a positive client experience throughout the support lifecycle.</li></ol>
2026-10-28T16:38:46Z

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

Administrative Customer Support Specialist

Mt. Pleasant, PA
onsite
Temporary to Hire
20.00 - 21.00 USD / Hourly
Our client is looking for an Administrative Customer Support Specialist for a temporary 6-8 week assignment in Mount Pleasant, PA. This position is heavily focused on administrative and clerical support, with customer service and basic accounting responsibilities. The ideal candidate is organized, detail-oriented, and comfortable managing a variety of office tasks in a fast-paced environment. Location: Mount Pleasant, PA Duration: Temporary (6-8 Weeks) Pay: $20-21/hour Hours: 7:30 AM or 8:00 AM start, ending at 4:30 PM or 5:00 PM Responsibilities: Provide administrative support to the office, including data entry, filing, record maintenance, and document preparation.Answer incoming phone calls and respond to customer inquiries in a professional and timely manner.Process orders, invoices, and other customer-related documentation.Assist with accounts payable and accounts receivable functions, including invoice entry, payment tracking, and account reconciliation support.Maintain accurate customer, vendor, and financial records within company systems.Support scheduling, correspondence, and general office coordination activities.Collaborate with internal teams to ensure timely resolution of customer and administrative requests.Perform other clerical and office support duties as needed. Qualifications: Previous administrative, clerical, office support, or customer service experience required.Experience with invoicing, accounts payable, accounts receivable, or billing functions preferred.Strong data entry and organizational skills with a high level of accuracy.Proficiency in Microsoft Office, including Excel, Outlook, and Word.Excellent communication and customer service skills.Ability to manage multiple priorities and work independently. This role is a great fit for someone with a strong administrative background who enjoys supporting office operations while assisting with customer interactions and basic accounting functions.
2026-10-29T12:43:45Z

Workplace Experience Support Specialist

Dubuque, IL
remote
Temporary / Contract
17.00 - 19.00 USD / Hourly
Help Create an Exceptional Workplace Experience- We're seeking a Workplace Experience Support Specialist to help deliver a best-in-class experience for employees, clients, and visitors within a professional office environment. This role is responsible for supporting daily office operations, hospitality services, facilities coordination, reception activities, and workplace culture initiatives. The ideal candidate enjoys being the go-to resource for office support, thrives in a fast-paced environment, and takes pride in creating a welcoming, organized, and efficient workplace. If you enjoy creating exceptional experiences, staying organized, and being the person who helps keep an office running smoothly, we'd love to hear from you. Apply today or give our team a call at 563-359-3995! What You'll Do<ul><li>Serve as a primary point of contact for employees, visitors, clients, and vendors</li><li>Create a welcoming and professional experience for all office guests</li><li>Manage visitor check-in processes and reception responsibilities</li><li>Answer and direct calls through a multi-line phone system</li><li>Coordinate meeting rooms, hospitality services, and office-related events</li><li>Support daily office operations to ensure the workplace remains organized, functional, and professional</li><li>Partner with building management and service vendors regarding facility needs and maintenance requests</li><li>Help maintain a safe, clean, and well-maintained office environment</li><li>Coordinate office equipment, furniture, telephones, security badges, and workplace resources</li><li>Manage office and breakroom supply inventory, ordering, and replenishment</li><li>Prepare presentations, meeting materials, reports, handouts, charts, graphics, and supporting documentation</li><li>Support employee engagement and workplace culture initiatives</li><li>Assist with special projects and operational requests across multiple business areas</li><li>Serve as a liaison between office leadership and workplace support functions as needed</li></ul>Why You'll Love This Opportunity<ul><li>Diverse responsibilities that blend office operations, employee experience, hospitality, and facilities coordination</li><li>High-visibility role supporting employees, leadership, clients, and visitors</li><li>Opportunity to contribute to a positive and engaging workplace culture</li><li>Collaborative, professional, and team-oriented environment</li></ul>If you enjoy creating exceptional experiences, staying organized, and being the person who helps keep an office running smoothly, we'd love to hear from you.
2026-10-09T20:23:48Z

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 Experience Specialist

Lansing, MI
onsite
Temporary to Hire
17.00 - 18.00 USD / Hourly
We are looking for a Customer Experience Specialist to support riders and visitors with knowledgeable, courteous service in Lansing, Michigan. This is a Contract position within the transport industry, focused on delivering a positive customer experience through responsive communication, accurate information sharing, and dependable administrative support. The ideal candidate is comfortable handling public inquiries, resolving service-related concerns, and managing daily transactions with a high level of accuracy and professionalism. Must be available: Monday-Friday 7am-7pm and Saturday and Sunday 8:50am-5pm. Shifts will vary, 40/hours a week. Responsibilities:• Guide customers on routes, fares, schedules, and available transit options so they can make informed travel decisions.• Respond to questions, concerns, and service feedback from riders, vendors, and staff in a respectful and solution-oriented manner.• Demonstrate emotional resilience and professionalism when assisting customers who may be experiencing frustration or service-related concerns, using de-escalation skills to maintain a positive customer experience.• Handle lost-and-found intake and release activities in accordance with established organizational procedures.• Complete daily sales and payment activities for fare products, including cash, check, and card transactions, while maintaining accurate reconciliations.• Monitor and balance the cash drawer and fare media records to support reliable end-of-day accounting.• Open and close customer service locations by following site procedures and maintaining readiness for daily operations.• Provide coverage for front desk and customer experience team functions as needed, while supporting department projects, meetings, and training initiatives.
2026-10-05T19:03:48Z

Patient Services Specialist

Atlanta, GA
onsite
Temporary to Hire
19.00 - 22.00 USD / Hourly
We are looking for a detail-oriented Patient Services Specialist to support patient service operations for a medical device organization in Atlanta, Georgia. This contract position with the potential to become permanent plays an important role in coordinating device-related workflows, maintaining accurate records, and helping ensure timely service for patients and customers. The ideal candidate brings strong administrative ability, a service-focused mindset, and the organization skills needed to manage multiple tasks in a fast-paced environment. Responsibilities: • Enter and process new patient details in internal platforms and Salesforce with a high level of accuracy. • Prepare and activate patient devices in accordance with order and service requirements. • Review, attach, and maintain supporting documentation for each device request based on customer needs. • Generate shipment labels and confirm that shipping information is complete and correct before dispatch. • Upload required reports and maintain current records within company systems. • Monitor outbound and return deliveries, keeping visibility on device movement to and from patients. • Provide occasional support with patient scheduling and coordination of device assignments. • Proactively identify potential delivery obstacles, communicate with internal teams and customers, and help resolve issues to avoid service delays. • Follow attendance expectations, workplace safety standards, and established operating procedures while completing daily responsibilities.
2026-10-15T18:08:51Z

Enrollment Specialist

Huntington Beach, CA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for an Enrollment Specialist to support individuals exploring federal student loan repayment and forgiveness solutions in Huntington Beach, California. This Contract position is ideal for someone who can combine consultative customer support with strong attention to detail while helping clients understand available options. The role focuses on guiding borrowers through eligibility reviews, enrollment steps, and required documentation with professionalism and care. Responsibilities: • Speak with prospective clients to understand their student loan situations and provide informed guidance on repayment and forgiveness pathways. • Evaluate borrower financial details and loan records to identify programs that may align with eligibility criteria. • Lead clients through each stage of the enrollment process, including gathering, organizing, and preparing required documents. • Record client communications, application details, and status updates accurately in the company system. • Handle sensitive personal and financial information in accordance with established policies and regulatory standards. • Provide clear, supportive service that helps clients feel informed, respected, and confident throughout the process. • Work closely with cross-functional teams to keep enrollment activities moving efficiently and ensure timely follow-up. • Achieve performance goals related to quality, responsiveness, and productivity while maintaining a client-focused approach.
2026-10-20T15:34:07Z

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 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

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