<p><strong>Bilingual Spanish Call Center Representative</strong></p><p><strong>Non-Profit Organization | San Diego, CA (Kearny Mesa)</strong></p><p><strong>Ability to work Hybrid after approx. 6 months </strong></p><p><br></p><p>About the Role</p><p>Our team is partnering with a well-established <strong>non-profit organization serving the San Diego community</strong>. This is a <strong>contract-to-hire Call Center role</strong> ideal for candidates who are passionate about helping others and making a meaningful impact.</p><p>This position requires <strong>bilingual fluency in English and Spanish</strong> and the ability to commute <strong>daily to the Kearny Mesa office</strong>. After approx. 6 months and showing you are meeting company expectations this role has the ability to be hybrid. </p><p><br></p><p>Key Responsibilities</p><ul><li>Handle a high volume of inbound and outbound calls from community members</li><li>Provide assistance, information, and resources to individuals and families in need</li><li>Communicate clearly and compassionately in <strong>both English and Spanish</strong></li><li>Accurately document calls and case details in internal systems</li><li>Follow established call center procedures and compliance guidelines</li><li>Work collaboratively with internal teams to ensure community needs are met</li></ul><p><br></p>
<p><strong>📞 Bilingual Call Center / Social Services Resource Agent</strong></p><p> <strong>Non-Profit Organization – Contract to Hire</strong></p><p> <strong>Start: Early 2026 | Fully Onsite to Start | Hybrid Available Once Hired Permanently</strong></p><p>We are partnering with a local non-profit dedicated to supporting individuals and families in need. We are seeking <strong>compassionate, patient, and service-driven individuals</strong> who want a long-term opportunity in social services and genuinely enjoy helping people.</p><p>This is a <strong>contract-to-hire</strong> role with the opportunity to transition into a permanent position. Once permanent, employees may shift into a <strong>hybrid schedule</strong> based on performance and program needs.</p><p><br></p><p><strong>📌 Position Overview</strong></p><p>You will handle high-volume inbound calls from community members seeking assistance across a wide range of basic-need and support services. You’ll provide information, referrals, and guidance while ensuring every caller feels supported and understood. This is an excellent role for someone who is resourceful, empathetic, and passionate about helping vulnerable populations.</p><p><br></p><p><strong>📌 Key Responsibilities</strong></p><ul><li>Assist callers looking for <strong>emergency or temporary shelter</strong>, including situations involving safety concerns or housing instability.</li><li>Provide information on <strong>longer-term housing programs</strong>, affordability options, and rental support resources.</li><li>Offer general guidance related to <strong>tenant questions, rights, and navigating housing challenges</strong>.</li><li>Support callers seeking <strong>medical or mental health services</strong>, low-cost clinics, and general wellness programs.</li><li>Provide information on <strong>crisis support</strong>, counseling options, and public health resources.</li><li>Guide callers through <strong>community assistance programs</strong> for utility discounts, bill help, or energy-saving upgrades.</li><li>Explain available programs for households with <strong>medical or financial hardships</strong> needing additional support.</li><li>Document calls clearly and accurately while following established protocols.</li></ul><p><br></p><p><br></p>
<p><strong>About the Organization</strong></p><p> Our client, a mission-driven nonprofit organization, is seeking a compassionate and service-oriented Bilingual Spanish Customer Service Representative to support diverse community members. This role plays a key part in ensuring individuals receive accurate information, resources, and assistance while delivering culturally responsive and empathetic service in both English and Spanish.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-quality customer service to community members in both English and Spanish via phone, email, and in-person interactions</li><li>Handle inbound and outbound calls related to programs, services, referrals, and general inquiries</li><li>Accurately collect, enter, and update participant information in internal databases and case management systems</li><li>Assist individuals with forms, applications, and general documentation as needed</li><li>Provide clear explanations of programs, eligibility requirements, and next steps</li><li>Resolve concerns professionally and escalate complex or sensitive matters when appropriate</li><li>Maintain detailed, accurate records of all interactions while ensuring confidentiality</li><li>Collaborate with internal teams to support program delivery and positive participant outcomes</li><li>Uphold the organization’s mission, values, and commitment to equity and inclusion</li></ul><p><br></p>
<p><strong>About the Organization</strong></p><p>Our client is a mission-driven nonprofit dedicated to providing critical resources, support, and advocacy for individuals and families in need. They are seeking a<strong> Customer Service Representative</strong> who is passionate about social services and committed to making a difference in the community.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Bilingual Customer Service Representative will serve as the first point of contact for individuals seeking assistance. This role requires handling a high volume of inbound calls with empathy, professionalism, and efficiency. The ideal candidate thrives in a fast-paced environment, is fluent in English and Spanish, and has a strong desire to contribute to meaningful work in the nonprofit sector.</p><p><br></p><p><strong>After the initial 6 months onsite, the position transitions to a hybrid work model (3 days remote, 2 days onsite). </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to a high volume of inbound calls, providing information, resources, and referrals in both English and Spanish.</li><li>Actively listen to callers, assess needs, and provide compassionate, solution-focused support.</li><li>Accurately document client interactions and update case records in the internal database.</li><li>Maintain knowledge of community programs, services, and eligibility requirements.</li><li>Collaborate with team members to ensure clients receive timely and effective assistance.</li><li>Uphold confidentiality and adhere to organizational policies and compliance standards.</li></ul><p><br></p>
<p>Robert Half is partnering with a mission-driven organization in San Diego to identify a Bilingual Customer Experience Specialist (Spanish/English). This role is ideal for a service-oriented professional who is passionate about supporting diverse communities and delivering compassionate, high-quality customer service.</p><p><br></p><p>This is a contract-to-permanent opportunity with long-term growth potential. The role will be fully onsite for the first six months, transitioning to a hybrid schedule (3 days remote, 2 days in office) thereafter.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Respond promptly and professionally to inbound calls, providing accurate information, resources, and referrals</li><li>Document client interactions thoroughly and consistently in web-based systems and CRM platforms</li><li>Maintain up-to-date knowledge of available programs, services, and community resources</li><li>Collaborate with internal teams to resolve client concerns and ensure timely follow-up</li><li>Deliver exceptional customer service with empathy, professionalism, and cultural sensitivity</li><li>Utilize CRM systems and call center tools to manage customer interactions efficiently</li><li>Support billing and benefits-related functions while ensuring accuracy and compliance</li><li>Assist clients with navigating computer systems and online platforms</li><li>Conduct bilingual communication in Spanish and English to support a diverse client base</li><li>Adhere to call center best practices and procedures, including use of systems such as Avaya CMS and Epic</li></ul><p><br></p>
<p><strong>About the Organization</strong></p><p> Our client, a community-focused nonprofit organization, is seeking a Bilingual Spanish Client Services Representative to serve as a trusted point of contact for individuals seeking access to programs and resources. This role supports intake, information sharing, and service coordination while providing respectful, culturally competent assistance in both English and Spanish.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for community members via phone, email, and in person, providing assistance in English and Spanish</li><li>Conduct initial intake, gather required information, and assess service needs</li><li>Enter and maintain accurate client data in case management and tracking systems</li><li>Provide information on available programs, services, and eligibility requirements</li><li>Assist clients with applications, forms, and follow-up documentation</li><li>Route inquiries and referrals to appropriate internal teams or external partners</li><li>Maintain professionalism, empathy, and confidentiality when handling sensitive situations</li><li>Support administrative and reporting tasks as needed to assist program operations</li></ul><p><br></p>
<p>Robert Half is partnering with a nonprofit client in San Diego to identify a Bilingual Customer Experience Specialist (Spanish/English). This role supports individuals seeking services and resources and plays a key part in delivering compassionate, high-quality customer support within a mission-driven environment.</p><p><br></p><p>This is a contract-to-permanent opportunity offering stability and growth. The position will be fully onsite for the first six months, with a transition to a hybrid schedule (3 days remote, 2 days onsite) thereafter.</p><p><br></p><p>Responsibilities:</p><ul><li>Answer inbound calls in a timely and professional manner, providing accurate information, guidance, and referrals</li><li>Document client interactions clearly and consistently using web-based systems and CRM tools</li><li>Maintain knowledge of programs, services, and community resources to best support clients</li><li>Partner with internal teams to resolve inquiries and ensure appropriate follow-up</li><li>Deliver empathetic and respectful customer service while handling sensitive information</li><li>Utilize call center and CRM platforms to manage workflows efficiently</li><li>Assist with billing and benefits-related tasks as needed, ensuring accuracy</li><li>Support clients in navigating online systems and computer-based applications</li><li>Communicate effectively in both Spanish and English to meet the needs of a diverse population</li><li>Follow call center procedures and utilize systems such as Avaya CMS and Epic</li></ul><p><br></p>
<p><br></p><p>About the Position</p><p>We are partnering with a mission-driven non-profit organization dedicated to supporting the San Diego community. This is a contract-to-hire Client Experience role for individuals who are passionate about helping others and providing high-quality service.</p><p>This position requires fluency in both English and Spanish and the ability to commute on-site daily. </p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a primary point of contact for community members via inbound and outbound calls</li><li>Provide accurate information, guidance, and support to individuals and families</li><li>Deliver a positive client experience through professional and compassionate communication in <strong>English and Spanish</strong></li><li>Document interactions clearly and accurately in internal systems</li><li>Follow established procedures, policies, and compliance guidelines</li><li>Collaborate with internal teams to ensure timely and effective support</li></ul><p><br></p>
<p>We are looking for a dedicated Bilingual Spanish Customer Experience Specialist to join our mission-driven team in San Diego, California. In this role, you will serve as a vital connection between individuals and the services they need, ensuring every interaction is handled with care and professionalism. This is a Contract to permanent position, offering the opportunity to grow within a supportive and impactful organization. This role has the opportunity to go hybrid 3 days per week on the permanent basis!</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Respond promptly to incoming inquiries, providing accurate information, referrals, or assistance based on client needs.</p><p>• Document all customer interactions thoroughly and efficiently using web-based systems.</p><p>• Stay updated on available resources and services to deliver reliable guidance.</p><p>• Collaborate with internal teams to address client concerns and ensure high-quality service delivery.</p><p>• Maintain exceptional customer service standards in every communication.</p><p>• Utilize various computer programs and platforms, including CRM systems, billing software, and chat tools, to support customer interactions.</p><p>• Assist customers with benefit-related inquiries and billing processes.</p><p>• Analyze and address customer issues effectively while adhering to company procedures.</p><p>• Handle inbound calls professionally, ensuring a positive experience for all clients.</p><p>• Leverage tools like Epic Software and Avaya CMS to manage and track client interactions.</p>
We are looking for a dedicated Bilingual Spanish Customer Experience Specialist to join our team in San Diego, California. In this role, you will serve as the first point of contact for individuals seeking vital services and support, contributing to a non-profit organization committed to improving communities through accessible resources and compassionate care. This is a contract position offering the opportunity to make a meaningful impact while supporting those in need.<br><br>Responsibilities:<br>• Respond to incoming inquiries with professionalism and provide accurate information, referrals, or assistance to callers.<br>• Record all client interactions promptly and precisely using web-based systems.<br>• Stay informed about available resources and services to offer relevant solutions.<br>• Collaborate with internal teams to address client needs and ensure seamless service delivery.<br>• Maintain a high standard of customer service by demonstrating empathy and responsiveness in all communications.<br>• Utilize various software tools, including CRM platforms, Epic Software, and Avaya CMS, to manage client interactions effectively.<br>• Assist customers with benefit-related inquiries, billing concerns, and other service-related matters.<br>• Support efforts to improve customer satisfaction by identifying opportunities for process enhancements.<br>• Uphold organizational values by contributing to a mission-driven environment.<br>• Ensure compliance with confidentiality and data security policies while handling sensitive information.
<p>We are looking for a dedicated Bilingual (Spanish and English) Customer Experience Specialist to join our non-profit team in San Diego, California. In this Contract to permanent position, you will play a vital role in delivering exceptional service and support to individuals seeking assistance, ensuring their needs are met with care and professionalism. If you are passionate about fostering positive experiences and thrive in a collaborative, mission-driven environment, this role offers an opportunity to make a meaningful impact every day.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming inquiries by phone, email, or chat, offering accurate information, referrals, and assistance.</p><p>• Record and update all client interactions in web-based systems promptly and accurately.</p><p>• Stay informed about available services and resources to provide the most relevant support.</p><p>• Work closely with internal teams to ensure that client needs are addressed effectively and efficiently.</p><p>• Maintain a high level of professionalism and empathy in all communications with clients.</p><p>• Utilize CRM platforms and other software tools to manage and track customer interactions.</p><p>• Assist clients with billing inquiries and benefit-related questions, ensuring clarity and resolution.</p><p>• Analyze and resolve customer issues, escalating complex cases to appropriate departments when necessary.</p><p>• Uphold organizational standards and contribute to the overall success of the team through collaboration and reliability.</p>
<p><strong>About the Organization</strong></p><p> Our client, a mission-driven nonprofit organization, is seeking a Customer Service Representative to support community members by providing accurate information, guidance, and administrative assistance. This role serves as a key point of contact for individuals accessing programs and services and requires a strong commitment to customer service and community impact.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for community members via phone, email, and in-person interactions</li><li>Handle inbound and outbound calls related to programs, services, and general inquiries</li><li>Collect, enter, and maintain accurate participant information in internal databases and case management systems</li><li>Assist individuals with applications, forms, and general documentation</li><li>Provide clear information regarding available services, eligibility requirements, and next steps</li><li>Resolve inquiries professionally and escalate complex or sensitive matters as appropriate</li><li>Maintain detailed and accurate records while ensuring confidentiality</li><li>Collaborate with internal teams to support program operations and positive client outcomes</li><li>Uphold the organization’s mission, values, and commitment to equity and inclusion</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Ladera Ranch, California. This is a Contract to permanent position, offering an excellent opportunity to grow within a dynamic work environment. If you excel in communication and enjoy assisting customers, this role may be the perfect fit for you.<br><br>Responsibilities:<br>• Handle approximately 10 inbound calls daily to address customer inquiries and provide solutions.<br>• Conduct 30-80 outbound calls per day once fully trained, ensuring consistent follow-up with clients.<br>• Send follow-up links and provide clear next steps to guide customers through processes.<br>• Maintain accurate records of customer interactions and transactions in the Salesforce platform.<br>• Resolve customer issues efficiently while delivering exceptional service.<br>• Collaborate with team members to enhance workflow and customer satisfaction.<br>• Assist in order entry and ensure data accuracy.<br>• Uphold high standards in all communications, both verbal and written.<br>• Stay informed about company procedures and updates to provide accurate information to customers.
<p>We are looking for an <strong>engaging and highly organized Customer Service Representative</strong> to join a company that places a strong emphasis on client experience, professionalism, and teamwork. This role is perfect for someone who enjoys interacting with people, resolving concerns with patience, and helping clients navigate their questions with confidence. You’ll be working as part of a fast-moving environment where attention to detail and effective communication are key. If you take pride in staying organized, balancing several tasks at once, and maintaining a warm, approachable demeanor, this position offers an excellent opportunity to grow your customer service career in a supportive workplace.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer calls, emails, and messages in a professional and timely manner.</li><li>Document all customer interactions and maintain accurate account information.</li><li>Troubleshoot basic issues and escalate more complex concerns to the appropriate department.</li><li>Provide product/service information and guide customers through processes.</li><li>Follow up on open tickets to ensure resolution and positive customer experience.</li><li>Support internal teams by relaying customer needs and feedback.</li></ul>
<p>We’re hiring a <strong>friendly, patient, and solutions-driven Customer Service Representative</strong> who enjoys helping people and creating positive experiences. In this role, you’ll become a trusted resource for clients as they navigate questions, service needs, and product-related inquiries. We’re looking for someone who genuinely cares about problem-solving and understands the importance of communication done with accuracy and empathy. As part of a supportive and collaborative team, you’ll have the opportunity to make a significant impact on client satisfaction and long-term customer relationships. If you enjoy a role where each interaction matters and no two days feel exactly the same, this could be a wonderful fit.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer calls, emails, and messages in a professional and timely manner.</li><li>Document all customer interactions and maintain accurate account information.</li><li>Troubleshoot basic issues and escalate more complex concerns to the appropriate department.</li><li>Provide product/service information and guide customers through processes.</li><li>Follow up on open tickets to ensure resolution and positive customer experience.</li><li>Support internal teams by relaying customer needs and feedback.</li></ul>
<p>We are looking for a dedicated Bilingual Spanish Customer Experience Specialist to join our mission-driven team in San Diego, California. In this role, you will serve as a vital connection between our organization and the community, providing compassionate support and exceptional service. As a Contract to permanent position, this opportunity offers the chance to grow while making a meaningful impact. This role has the opportunity to go hybrid upon permanent hire!</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming calls and inquiries, providing accurate information and assistance tailored to client needs.</p><p>• Document all client interactions and updates promptly in web-based systems to ensure accurate records.</p><p>• Stay informed about available services, resources, and programs to provide reliable referrals and solutions.</p><p>• Collaborate with internal teams to meet client needs efficiently and effectively.</p><p>• Maintain a detail-oriented and empathetic approach in all communications to uphold high customer service standards.</p><p>• Utilize CRM software and other tools to track and manage client interactions.</p><p>• Address billing or benefit-related questions and provide timely resolutions.</p><p>• Assist clients in navigating various systems, including Epic Software and Avaya CMS.</p><p>• Support organizational goals by adhering to established protocols and contributing to process improvements.</p>
We are looking for a Customer Experience Specialist to join our team in San Diego, California. In this contract-to-permanent role, you will play a vital part in delivering exceptional service to individuals seeking assistance through our call center. This position is ideal for a compassionate and detail-oriented individual who thrives in a fast-paced environment and is motivated by helping others.<br><br>Responsibilities:<br>• Handle incoming inquiries by providing accurate information, referrals, and assistance tailored to client needs.<br>• Record and maintain detailed documentation of all interactions within web-based systems.<br>• Stay informed about current services, programs, and community resources to provide up-to-date guidance.<br>• Work collaboratively with internal teams to address client concerns and ensure their needs are met effectively.<br>• Deliver outstanding customer service through clear and empathetic communication.<br>• Utilize CRM and other software tools to manage client information and interactions efficiently.<br>• Assist clients with billing inquiries, benefit-related questions, and general account support.<br>• Operate within established protocols while ensuring adherence to quality standards and service guidelines.<br>• Use chat platforms and other digital tools to support client interactions, as needed.
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a reputable insurance firm to identify a customer-focused and detail-oriented <strong>Account Representative</strong>. In this role, you will serve as a primary point of contact for clients, supporting account servicing needs while ensuring policies, documentation, and communications are handled accurately and efficiently. The ideal candidate has strong communication skills, enjoys relationship-building, and is comfortable working in a fast-paced, service-driven environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the main point of contact for assigned client accounts, providing timely and professional support</li><li>Assist clients with policy inquiries, endorsements, renewals, and general service requests</li><li>Process policy changes, applications, certificates of insurance, and related documentation</li><li>Coordinate with internal teams, carriers, and underwriters to resolve account-related issues</li><li>Maintain accurate client records, policy information, and correspondence in agency management systems</li><li>Support renewal preparation and follow-up to ensure timely account servicing</li><li>Respond to phone and email inquiries while delivering a high level of customer service</li><li>Ensure compliance with insurance regulations and internal procedures</li></ul><p><br></p>
<p>We are seeking a <strong>professional and resilient Call Center Specialist</strong> to join a high-volume customer support team in Escondido. This role is ideal for someone who thrives in fast-paced environments, enjoys helping people solve problems, and maintains a calm, professional demeanor under pressure. As a Call Center Specialist, you will be the primary point of contact for customers, managing inbound calls, resolving concerns, and ensuring each interaction reflects a high standard of service. This position requires strong communication skills, attention to detail, and the ability to manage multiple systems while engaging with callers in real time.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle a high volume of inbound customer calls daily</li><li>Provide accurate information regarding services, policies, and procedures</li><li>Resolve customer issues and escalate complex matters as needed</li><li>Document call details and resolutions accurately in CRM systems</li><li>Maintain call quality, professionalism, and efficiency standards</li><li>Follow call scripts while adapting to unique customer needs</li><li>Meet performance metrics including call handling time and customer satisfaction</li></ul>
We are looking for a dedicated Medical Customer Service Representative to join our team in Temecula, California. In this role, you will be the first point of contact for patients, addressing inquiries and resolving concerns with professionalism and care. This is a Contract to permanent position, offering an excellent opportunity to grow within the healthcare industry.<br><br>Responsibilities:<br>• Respond to incoming calls from patients, addressing inquiries and providing accurate information.<br>• Assist patients with billing questions and payment processes, ensuring clarity and satisfaction.<br>• Utilize basic medical terminology to communicate effectively and accurately with patients.<br>• Manage patient interactions professionally, ensuring a positive experience during every contact.<br>• Document patient interactions and maintain accurate records in the system.<br>• Collaborate with other team members to resolve complex issues and ensure seamless service.<br>• Uphold company standards for confidentiality and compliance while handling sensitive patient information.<br>• Provide guidance to patients regarding healthcare services and procedures.<br>• Identify and escalate issues when necessary to ensure timely resolution.<br>• Meet performance targets and contribute to the overall efficiency of the call center.
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a reputable financial services company to identify a detail-oriented and client-focused <strong>Account Representative</strong>. This role serves as a key point of contact for clients, supporting account servicing, documentation, and ongoing relationship management while ensuring compliance with internal policies and regulatory requirements. The ideal candidate brings strong communication skills, professionalism, and a high level of attention to detail.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for assigned client accounts, providing timely and accurate support</li><li>Assist clients with account inquiries, updates, and service requests</li><li>Process account documentation, forms, and transactions in accordance with company policies and regulatory standards</li><li>Maintain accurate client records and account information in internal systems</li><li>Coordinate with internal departments (operations, compliance, advisors, and finance teams) to resolve account-related issues</li><li>Support onboarding of new clients, including documentation collection and verification</li><li>Prepare reports, track account activity, and assist with audits or reviews as needed</li><li>Ensure adherence to compliance, privacy, and regulatory requirements</li></ul><p><br></p>
<p><strong>About the Company</strong></p><p> Our client, a reputable financial services organization, is seeking a Client Services Associate to support advisors and clients by delivering high-quality service and administrative support. This role is essential in maintaining strong client relationships, ensuring accurate account administration, and supporting day-to-day operations in a highly regulated, client-focused environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients via phone, email, and in-person interactions</li><li>Respond to client inquiries related to accounts, transactions, documentation, and general service needs</li><li>Assist with account openings, maintenance, and updates, including processing required forms and documentation</li><li>Accurately enter and update client and account information in CRM and financial systems</li><li>Prepare and distribute client correspondence, statements, and account-related documentation</li><li>Coordinate with financial advisors, operations teams, and custodians to resolve client requests</li><li>Track service requests and follow up to ensure timely completion</li><li>Maintain compliance with firm policies, procedures, and regulatory requirements</li><li>Handle confidential client and financial information with discretion and professionalism</li></ul><p><br></p>
<p>Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the opportunity to work in a dynamic, client-driven environment, supporting both advisors and clients while contributing to the overall success of the organization. This is a contract to hire role based in Del Mar, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person.</li><li>Support financial advisors with client onboarding, documentation, and account maintenance.</li><li>Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality.</li><li>Prepare and review account forms, transfer requests, and related paperwork.</li><li>Assist in the preparation of client meetings, reports, and presentation materials.</li><li>Maintain up-to-date client records and support data entry into CRM and portfolio management systems.</li><li>Help resolve client service issues and escalate as necessary.</li><li>Collaborate with internal teams to support compliance, operations, and administrative tasks.</li></ul><p><br></p>
<p>This is not a traditional receptionist role. Our client, a respected professional services firm in Encinitas, is seeking a <strong>Front Desk Coordinator</strong> who understands that the front desk is the heartbeat of the organization. This role requires polish, confidence, and the ability to manage competing priorities while remaining calm, welcoming, and highly organized. You will be the first point of contact for executives, clients, vendors, and guests, and your presence will set the tone for the entire office experience. The ideal candidate is proactive, detail-oriented, and enjoys operating in a professional environment where discretion, responsiveness, and anticipation of needs are essential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary front-facing representative for the office</li><li>Greet clients, executives, and visitors with professionalism and warmth</li><li>Manage a high volume of incoming calls, emails, and inquiries</li><li>Coordinate conference rooms, meetings, and executive visit logistics</li><li>Maintain front office presentation, supply inventory, and vendor coordination</li><li>Assist with scheduling, travel coordination, and internal communications</li><li>Handle sensitive correspondence and confidential materials with discretion</li><li>Support administrative and leadership teams as needed</li></ul>
<p><strong>Overview</strong></p><p>We are seeking a motivated Client Services Coordinator to join our team in San Diego, California. This contract-to-permanent role offers the opportunity to support a fast-paced insurance operation while ensuring a smooth and efficient application process for agents and partners. The ideal candidate is customer-focused, highly organized, and comfortable managing multiple priorities.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Verify that all required information and documentation is complete prior to submitting new insurance applications</li><li>Coordinate follow-ups with agents, carriers, and third-party vendors to obtain outstanding requirements</li><li>Process and manage insurance cases within Salesforce, ensuring accurate and timely data entry</li><li>Serve as a primary point of contact for agents by responding to inquiries and resolving application-related issues</li><li>Handle high volumes of inbound and outbound calls with professionalism and attention to detail</li><li>Review submitted applications and proactively follow up to ensure cases progress efficiently</li><li>Collaborate with team members to support shared goals and assist with daily operational needs</li></ul><p><br></p>
