959 Results for Client Services Specialist Jobs in Jserrors

Add your latest resume to match with open positions.

Exception Services Specialist

Novato, CA
onsite
Temporary / Contract
30.00 - 32.00 USD / Hourly
We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support. Responsibilities: • Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution. • Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections. • Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling. • Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner. • Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data. • Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations. • Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling. • Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels. • Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
2026-10-09T22:28:49Z

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

IT Support Specialist

Austin, TX
onsite
Temporary / Contract
28.00 - 32.00 USD / Hourly
Robert Half is actively partnering with an Austin-based client to identify an IT Support Specialist (contract). In this role, you are responsible for providing advanced technical support, systems administration, infrastructure maintenance, and project coordination for a multi-site organization. This role serves as an escalation point for complex technology issues while ensuring the stability, security, and performance of systems that support both clinical and business operations. This role is onsite in Austin, Tx. Key Responsibilities<ul><li>Provide Tier 2 support for escalated hardware, software, network, and system issues</li><li>Troubleshoot and support desktops, laptops, mobile devices, printers, VoIP systems, and other peripherals</li><li>Administer user accounts, permissions, group policies, and multi-factor authentication solutions</li><li>Support Microsoft 365, Active Directory, server environments, and endpoint management platforms</li><li>Assist with network administration, connectivity issues, wireless infrastructure, and firewall troubleshooting</li><li>Monitor system performance, availability, and security to ensure reliable operations</li><li>Support business-critical applications and coordinate issue resolution with vendors and internal stakeholders</li><li>Maintain technical documentation, knowledge base articles, and standard operating procedures</li><li>Participate in technology deployments, upgrades, hardware refreshes, and infrastructure projects</li><li>Identify and recommend process and technology improvements that enhance operational efficiency</li><li>Provide guidance and knowledge sharing to junior team members and end users</li><li>Ensure adherence to organizational security standards, compliance requirements, and IT best practices</li></ul>
2026-10-26T13:28:44Z

Call Center Specialist

Pennsauken, NJ
onsite
Temporary / Contract
19.00 - 20.00 USD / Hourly
We are seeking a detail-oriented Call Center Specialist with experience handling a high-volume ordering process in a fast-paced environment. The ideal Call Center Specialist will have a strong background managing high call volume and supporting customers through both phone and chat channels. Based on general knowledge.<ul><li>Process a high volume of customer orders accurately and efficiently. </li><li>Handle inbound and outbound calls in a fast-paced call center environment.</li><li>Respond to customer inquiries via phone and chat with professionalism and urgency. </li><li>Enter and update order information in company systems with a high level of accuracy. </li><li>Resolve customer issues related to orders, product availability, shipping, and account questions. </li><li>Maintain strong service levels while managing multiple priorities throughout the day. </li><li>Collaborate with internal teams to ensure timely and accurate order fulfillment.</li></ul>
2026-10-22T20:33:44Z

Tenet Service Specialist

Buffalo, NY
onsite
Temporary / Contract
18.00 - 20.00 USD / Hourly
We are looking for a Tenet Service Specialist to support tenant services operations in Buffalo, New York. This is a Contract position suited for an administrative specialist who can manage sensitive records with accuracy, discretion, and a strong customer service mindset. The ideal candidate will help maintain organized documentation, respond to tenant inquiries, and provide dependable front-office support while handling confidential information in compliance with privacy standards. Responsibilities: • Manage administrative records and maintain accurate tenant-related documentation in a secure and organized manner. • Respond to inbound calls, greet visitors, and direct inquiries to the appropriate staff members with professionalism and courtesy. • Enter, update, and verify data in office systems to ensure records remain complete and current. • Provide day-to-day administrative support for tenant services activities, including filing, correspondence, and document preparation. • Handle confidential information with care and follow all applicable privacy and access requirements. • Support office reception functions by monitoring communications, assisting walk-in visitors, and maintaining an orderly front desk environment.
2026-11-03T15:28:46Z

Sr Customer Contact Center

Stoneham, MA
onsite
Permanent / Full Time
60000.00 - 61000.00 USD / Yearly
We are looking for an experienced customer contact center specialist to support clients with a wide range of banking service needs. This position focuses on delivering responsive, accurate assistance across digital and traditional service channels while maintaining a high standard of service. The ideal candidate brings strong financial services experience, sound operational judgment, and a commitment to creating positive customer experiences. Responsibilities: • Guide customers in using digital banking resources, including online and mobile platforms, to help them complete everyday banking activities confidently. • Respond to client questions promptly and handle account-related requests with accuracy, discretion, and attention to detail. • Process routine banking transactions while ensuring service quality, compliance, and a positive customer experience. • Support customer interactions across both face-to-face and remote channels, adapting communication style to meet individual needs. • Maintain strict adherence to security protocols, internal policies, and regulatory standards during every customer interaction. • Collaborate with team members to resolve service issues efficiently and contribute to smooth day-to-day contact center operations. • Represent the organization in customer- and community-facing activities that strengthen client relationships and brand presence.
2026-10-23T14:48:44Z

Banking Operations Specialist

Las Vegas, NV
onsite
Temporary / Contract
25.00 - 35.00 USD / Hourly
We are looking for a Banking Operations Specialist to join a high-service banking team in Nevada. This position is suited for a detail-oriented banking specialist who can balance client-facing support with operational execution while maintaining accuracy, responsiveness, and strong service standards. The role works closely with relationship-focused and operational leaders to keep daily banking activity running efficiently and to deliver a seamless experience for internal and external partners. Responsibilities:• Coordinate day-to-day banking support activities across client service, operational, and servicing functions to help maintain smooth workflow and timely resolution of requests.• Execute and support money movement activities, including wire-related tasks, transaction handling, and associated banking service requests with close attention to accuracy and policy adherence.• Provide operational assistance to relationship-based teams and leadership by organizing requests, following through on service needs, and helping manage competing priorities.• Collaborate with Relationship Managers, Business Development Officers, Market Executives, and operations personnel to ensure banking needs are addressed promptly and effectively.• Deliver a high-touch service experience by responding quickly, communicating clearly, and assisting with issues that require discretion, urgency, and strong follow-up.• Help identify and resolve day-to-day operational bottlenecks, escalating concerns when needed to support a small team with significant service demand.• Assist with treasury-related support and general account servicing activities to strengthen overall banking operations and client satisfaction.• Contribute to branch and transaction-related functions such as deposit support, cash handling, check-related activity, and routine banking assistance when applicable.
2026-10-15T23:58:42Z

Customer Experience Specialist

Honolulu, HI
onsite
Temporary / Contract
22.00 - 24.00 USD / Hourly
We are looking for a onsite Customer Experience Specialist to support a Financial Services team in Honolulu, Hawaii. This Long-term Contract position focuses on delivering responsive service to customers while assisting with claims-related administrative work in a fast-paced environment. The ideal candidate brings strong organizational skills, accuracy with data, and the ability to handle customer interactions efficiently. Preference will be given to Hawaii residents due to the nature of this opportunity. Responsibilities:• Provide front-line support to internal and external customers by answering inquiries, managing email correspondence, and handling inbound and outbound communication.• Review and process claims documentation accurately, ensuring information is complete and submitted within established timelines.• Confirm insurance details by checking coverage information and resolving discrepancies through careful follow-up.• Enter, update, and maintain claim and customer records with a high degree of precision across required tracking tools and databases.• Keep detailed operational logs and prepare routine reports to support department visibility and workflow monitoring.• Assist the claims team with day-to-day administrative tasks that help maintain smooth and efficient department operations.
2026-10-13T17:48:42Z

Client Services Representative

Newtown, PA
onsite
Permanent / Full Time
60000.00 - 80000.00 USD / Yearly
We are looking for a Client Services Representative to support a fast-paced public accounting environment. This role serves as a key point of contact for clients, helping ensure information is gathered accurately, timelines are met, and service remains consistent and dependable throughout the engagement lifecycle. The ideal candidate brings prior experience within an accounting firm and can confidently manage administrative, document, and client-facing tasks with a high degree of discretion. Responsibilities: • Serve as a primary contact for clients, providing timely updates and a responsive, service-oriented experience across routine interactions. • Organize and monitor the receipt of tax and accounting materials, ensuring documents are collected, sorted, and prepared for internal use. • Support the preparation, assembly, distribution, and status tracking of tax return packages to help keep engagements moving on schedule. • Draft engagement letters, written client communications, and other administrative materials needed to support daily operations. • Coordinate meetings and maintain calendars for team members, helping balance priorities and scheduling needs. • Keep client files accurate and current by managing electronic records and maintaining well-structured filing systems. • Track workflows and assist with document control and general administrative processes to improve visibility into outstanding tasks. • Reach out to clients regarding missing items or pending requests to help ensure required information is received by target deadlines. • Provide administrative support for invoicing and related accounting tasks while safeguarding confidential information.
2026-10-30T11:23:46Z

Consumer Lender - Support

Porterville, CA
onsite
Temporary / Contract
18.00 - 20.00 USD / Hourly
We are looking for a dependable Consumer Lender - Support specialist to join a financial services team in Porterville, California. This Long-term Contract opportunity focuses on electronic banking support, account research, digital banking administration, and client service in a high-volume operational setting. The ideal candidate is organized, analytical, and comfortable handling multiple banking processes while maintaining accuracy and responsiveness. This role offers the chance to support both internal operations and customer-facing banking services in a fast-paced environment. Responsibilities: • Manage daily electronic payment activities by reviewing transactions, balancing accounts, and maintaining accurate general ledger support. • Handle outbound payment file processing, recurring transfer setup, and related adjustments to keep banking operations running smoothly. • Research and resolve payment exceptions, returns, disputes, corrections, and rejected items in a timely and accurate manner. • Monitor operational reporting, investigate discrepancies, and take action to clear outstanding issues across banking and deposit activities. • Create and maintain online banking access for new users while assisting existing customers with troubleshooting and account support. • Administer treasury management services for business clients, including payment origination tools, wire capabilities, fraud prevention services, and account controls. • Support remote deposit and positive pay functions by reviewing submitted files, validating activity, and addressing processing concerns. • Provide responsive customer service to clients and internal teams by answering questions, resolving service issues, and escalating complex matters when needed.
2026-10-22T23:38:44Z

Order Entry Specialist/Customer Service Representative

Northbrook, IL
onsite
Permanent / Full Time
45000.00 - 60000.00 USD / Yearly
Our client, a privately owned manufacturing company is looking for a proactive and detail-focused Order Entry Specialist/Customer Service Representative to support customers and internal sales activity in Northbrook, Illinois. This role plays a key part in keeping orders accurate, communications timely, and service expectations high in a fast-moving distribution environment. The ideal candidate is comfortable balancing customer interaction, order administration, and cross-functional coordination while maintaining strong follow-through. Position Details:Schedule: 100% on-site from 8:30am-5:00pmSalary: $45,000-$60,000Benefits: Health, vision, dental, 401k + match, LTD, STD, Life Insurance, FSA, PTO Responsibilities:• Process customer orders with a high degree of accuracy and ensure all information is entered correctly into the company’s order management platform.• Respond to customer and sales team inquiries regarding product details, pricing, availability, and open order progress for assigned accounts.• Work closely with warehouse and operations teams to confirm service status, clarify priorities, and obtain current updates on active orders.• Visit operational areas when necessary to verify order progress firsthand and gather timely information for customer communication.• Maintain complete and accurate notes on order activity, status updates, and follow-up actions within internal systems.• Communicate delays, changes, or urgent issues promptly so customers remain informed and expectations are managed appropriately.• Track requests through resolution, ensuring questions are answered fully and no customer need is left unresolved.• Help sustain an organized communication process that supports efficient handling of daily order volume and service-related requests. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster
2026-11-02T21:28:44Z

Customer Account Specialist

Phoenix, AZ
onsite
Temporary / Contract
25.00 - 28.00 USD / Hourly
We are looking for a detail-oriented Customer Account Specialist to support order administration and customer account activity in Phoenix, Arizona. This is a Long-term Contract position that begins with onsite training and is expected to move to a hybrid schedule with at least two onsite days per week based on business needs. The ideal candidate brings strong analytical judgment, a service-focused mindset, and the ability to manage a high volume of transactions while maintaining accuracy. This role works closely with internal teams and external customers to keep orders moving efficiently, address issues proactively, and uphold compliance requirements. Responsibilities: • Manage a large portfolio of active customer orders each day, ensuring records are updated accurately and transactions are completed in a timely manner. • Serve as a primary point of contact for internal partners and external customers by responding to account questions, providing order updates, and resolving service-related concerns. • Oversee repair order activities from initial receipt through final billing, including order acknowledgment, pricing support, exchanges, and invoice processing. • Review customer agreements and apply contract terms correctly when entering, processing, and fulfilling account requests. • Monitor order flow and delivery commitments to identify potential delays early and take action to reduce service risks and possible financial exposure. • Evaluate warranty requests to confirm eligibility and determine the appropriate next steps for disposition and resolution. • Maintain compliance with applicable trade and regulatory requirements throughout order handling and customer account administration. • Support operational processes tied to contract administration, quality expectations, and related account documentation as required.
2026-10-29T15:08:45Z

Customer Account Specialist

Canonsburg, PA
onsite
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
.We are seeking a customer-focused Account Specialist to serve as the primary contact for a portfolio of customer accounts. In this role, you'll partner closely with sales, operations, production, and accounting teams to ensure orders are processed accurately, delivered on time, and supported with exceptional customer service.This position is ideal for someone who enjoys building relationships, solving problems, and coordinating across multiple departments in a fast-paced manufacturing environment.What You'll Do<ul><li>Serve as the main point of contact for assigned customer accounts.</li><li>Prepare quotes, enter orders, process order changes, and provide timely status updates.</li><li>Coordinate with operations and production teams to confirm lead times and delivery schedules.</li><li>Support the sales team by verifying pricing, product specifications, and order details.</li><li>Track and resolve customer inquiries, complaints, and returns.</li><li>Monitor open orders and proactively communicate potential issues before they impact customers.</li><li>Maintain accurate customer records and account documentation.</li><li>Manage customer procurement portals, including order, pricing, and invoice uploads.</li><li>Partner with accounting on billing inquiries and credit-related matters.</li><li>Assist with logistics and shipping coordination as needed.</li><li>Provide coverage and support for team members during peak workloads or absences.</li></ul>Growth OpportunitySuccessful Account Specialists often evolve into trusted business partners for both customers and internal teams. As you develop knowledge of customer operations, products, and purchasing trends, you'll have opportunities to:<ul><li>Identify additional products and solutions that support customer needs.</li><li>Recognize purchasing patterns and proactively address changing requirements.</li><li>Build strong customer relationships and become a valued resource and advisor.</li><li>Contribute to customer retention and long-term account growth.</li></ul>
2026-10-08T16:33:47Z

Customer Service Representative

Mount Hope Nt, OH
onsite
Temporary to Hire
17.00 - 17.00 USD / Hourly
We are looking for a Customer Service Representative to join a construction services team in Ohio. This contract opportunity with potential for a permanent role is ideal for someone who enjoys helping customers, managing service-related inquiries, and supporting order processing in a fast-paced onsite environment. In this role, you will communicate with customers and coordinate information related to service, shipping updates, and general support requests. The position includes a structured onboarding program with classroom training followed by guided hands-on learning. Responsibilities:• Respond to a steady volume of inbound customer calls and provide attentive assistance with service-related questions.• Place outbound calls as needed to confirm details, follow up on requests, or share updates with customers.• Support customers by addressing concerns related to garage door service and directing issues to the appropriate team members.• Enter and update customer orders accurately while maintaining complete and organized records.• Provide shipment status information and answer questions regarding order progress and delivery details.• Coordinate service requests and ensure customer needs are documented clearly for technicians and internal teams.• Use Microsoft Outlook and Excel to manage communication, track information, and support daily administrative tasks.• Participate in classroom training and side-by-side shadowing to build product knowledge and service proficiency.
2026-11-06T17:44:06Z

Client Relationship Specialist

Chicago, IL
onsite
Permanent / Full Time
85000.00 - 90000.00 USD / Yearly
The salary range for this position is $85,000-$90,000 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] You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Job Description:We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities:<ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul>
2026-10-20T15:18:46Z

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 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 & Office Coordinator

Denver, CO
onsite
Temporary / Contract
20.00 - 20.00 USD / Hourly
We are seeking a highly organized and customer-focused Client Services & Office Coordinator to support a busy professional office in Denver. This role is ideal for someone who enjoys being the go-to person in the office, thrives in a fast-paced environment, and can confidently balance client-facing responsibilities with administrative support. You will serve as the first point of contact for visitors and clients while providing operational and administrative support to a team of approximately 20 professionals. This position requires a proactive, adaptable individual who enjoys wearing multiple hats and helping keep the office running smoothly. Responsibilities<ul><li>Greet and assist clients, visitors, and vendors in a professional manner</li><li>Answer and route incoming phone calls</li><li>Schedule appointments, meetings, and conference rooms</li><li>Support client service requests and administrative inquiries</li><li>Maintain client records and documentation</li><li>Process incoming correspondence and deposits</li><li>Manage office supplies and coordinate maintenance requests</li><li>Assist with expense reporting and administrative projects</li><li>Coordinate branch meetings, seminars, and special events</li><li>Provide administrative support to leadership and office personnel</li><li>Enter and update information across multiple systems</li><li>Help deliver an exceptional client experience while supporting daily office operations</li><li>Adapt to changing priorities and provide support where needed</li></ul>
2026-10-22T15:38:42Z

Call Center Specialist

Lexington, NM
remote
Temporary / Contract
14.25 - 16.50 USD / Hourly
Robert Half is looking for a Call Center Specialist to support customers in a Contract to Hire position. This role focuses on delivering attentive assistance through outbound calls, resolving questions efficiently, and maintaining a positive customer experience. The ideal candidate is comfortable using customer service software, handling high-volume interactions, and completing administrative tasks with accuracy. Responsibilities:• 100+ outbound customer calls a day and provide clear, courteous support for a range of service-related inquiries.• Document conversations accurately in customer service systems and update account details as needed.• Resolve routine issues during the first interaction whenever possible, while escalating more complex concerns to the appropriate team.• Use office tools and internal platforms to track requests, follow established procedures, and maintain organized records.• Support a high-volume call environment by managing time effectively and maintaining service standards throughout the day.• Communicate technical or service information in a way that is easy for customers to understand, including topics related to connectivity or Ethernet services whe
2026-11-03T20:23:48Z

Customer Success Specialist

Wilmington, DE
onsite
Temporary to Hire
19.00 - 19.00 USD / Hourly
We are looking for a Customer Success Specialist/Claims Processor to support individuals with questions related to unclaimed property claims. This contract opportunity with permanent potential is ideal for someone who is comfortable managing a high volume of inbound calls, guiding customers through claim-related questions, and completing accurate follow-up work in a fast-paced environment. The person in this role will combine strong service skills with careful documentation and sound judgment to help ensure each claim is handled thoroughly and professionally. Responsibilities:• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.• Enter, review, and validate claim data according to established procedures and quality expectations.• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.• Support additional administrative assignments and special projects as business needs require.
2026-10-23T12:53:41Z

Client Service Coordinator (General) - Level 1

Indianapolis, IN
remote
Temporary / Contract
23.00 - 25.00 USD / Hourly
We are looking for a Client Service Coordinator to support daily service operations at an in-person site in Indianapolis. This long-term contract position is ideal for someone who enjoys a client-facing environment, can manage multiple tasks independently, and communicates effectively with both vendors and internal partners. The role focuses on coordinating site activities, maintaining accurate asset and inventory information, and helping ensure laboratory support services run smoothly. Responsibilities:• Coordinate vendor visits by arranging schedules, confirming site access, and supporting timely completion of service activities.• Escort external service providers through laboratory and controlled areas while following site protocols and safety expectations.• Maintain accurate records for assets, inventory, and service-related updates, including additions, changes, and removals.• Work with internal teams to address client service needs and help keep operational requests moving forward efficiently.• Support corrective and preventive maintenance activity coordination to help minimize disruptions to site operations.• Monitor daily tasks with a high level of organization and follow-through while working independently within a team environment.• Use Microsoft Office tools to document activity, track requests, and communicate updates clearly to stakeholders.• Provide attentive front-line service to clients, vendors, and colleagues through responsive and courteous communication
2026-10-21T18:38:45Z

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

Customer Experience Specialist

Seattle, WA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for a Customer Experience Specialist to support customers during a busy holiday season in Seattle, Washington. This is a Contract position for someone who thrives in a fast-paced service environment and can handle a large volume of interactions with professionalism and care. The ideal candidate will provide timely assistance across multiple channels, resolve routine issues efficiently, and help create a positive experience for every customer. Responsibilities: • Manage a steady flow of customer inquiries each day while delivering attentive, courteous, and solutions-focused service. • Assist customers with purchases, product changes, and return requests in accordance with established policies and service expectations. • Document customer concerns and feedback accurately, and route more complex situations to the appropriate support team when necessary. • Communicate clearly through phone and email to ensure customers receive helpful, respectful, and easy-to-understand guidance. • Work closely with team members to support a collaborative atmosphere centered on responsiveness and problem-solving. • Use multiple browser-based tools and customer service systems to research issues, update records, and complete service tasks efficiently. • Maintain accuracy and attention to detail while adapting to changing customer needs during peak seasonal demand.
2026-10-31T00:28:48Z

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

1 3

959 results for Client Services Specialist in Jserrors