<p>Our client is seeking a service-oriented and motivated Customer Service Representative to join their team. In this role, you will be the first point of contact for customers, providing expert support and delivering solutions to inquiries and concerns. The ideal candidate will possess excellent communication skills, a problem-solving mindset, and a passion for delivering exceptional customer experiences. This is a fantastic opportunity to grow your career in a dynamic environment that values customer satisfaction and professional development.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for customer inquiries, providing prompt and accurate information about products, services, policies, and procedures.</li><li>Handle customer service requests via phone, email, and live chat with a professional and friendly demeanor.</li><li>Resolve customer issues and complaints quickly by identifying root causes and implementing solutions.</li><li>Accurately document and track customer interactions in a Customer Relationship Management (CRM) system.</li><li>Assist customers with order placement, account updates, billing inquiries, and troubleshooting issues.</li><li>Stay up to date on company products, services, and promotions to provide customers with accurate, helpful guidance.</li><li>Collaborate with internal teams, such as sales and technical support, to address customer needs.</li><li>Foster strong customer relationships to increase client satisfaction and loyalty.</li><li>Identify customer pain points and escalate unresolved issues to the appropriate department or manager.</li><li>Manage follow-up communications to ensure all customer issues are resolved adequately.</li></ul><p><br></p>
<p>A growing <strong>technology solutions company</strong> in Escondido is seeking a <strong>Customer Service Representative</strong> to join their dynamic support team. This organization develops software and hardware solutions for businesses across the U.S., and they’re looking for someone who can deliver an exceptional client experience while supporting technical inquiries. If you thrive in a fast-paced, tech-focused environment and enjoy helping customers solve problems, this is a great opportunity to grow your career within a respected and forward-thinking company.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries via phone, email, and live chat.</li><li>Troubleshoot basic software or hardware issues and escalate to Tier 2 support when necessary.</li><li>Process product orders, replacements, and returns with accuracy and professionalism.</li><li>Document client interactions using a <strong>CRM system</strong> (Salesforce or HubSpot).</li><li>Provide product education and onboarding support for new customers.</li><li>Collaborate with the technical support and sales teams to ensure customer satisfaction.</li><li>Track customer feedback and assist in service improvement initiatives.</li></ul>
<p><strong>Overview:</strong></p><p> Robert Half is seeking a Client Services Associate to support one of our insurance industry clients. This role is responsible for providing high-quality service to clients, ensuring policy accuracy, and supporting account management activities. This is an excellent opportunity for someone who is detail-oriented, communicates effectively, and enjoys working in a client-facing role.</p><p><strong>Key Duties & Responsibilities:</strong></p><ul><li>Respond to client inquiries and provide timely resolution to service requests.</li><li>Assist with processing policy updates, renewals, applications, endorsements, and other insurance documentation.</li><li>Coordinate with carriers and internal teams to verify coverage details, request quotes, and resolve account issues.</li><li>Maintain accurate client records and ensure all documentation complies with company and regulatory standards.</li><li>Support Account Managers with client follow-up, renewal preparation, and ongoing account maintenance.</li><li>Provide professional and courteous communication via phone, email, and written correspondence.</li></ul><p><br></p>
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a mission-driven nonprofit organization to hire a <strong>Bilingual (Spanish/English) Customer Service Representative</strong>. This role is ideal for someone who is passionate about helping others, excels in communication, and thrives in a supportive, community-focused environment. You will play a key role in assisting clients, answering questions, and ensuring individuals receive the resources they need.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for clients and community members, providing support in both English and Spanish.</li><li>Respond to phone calls, emails, and walk-in inquiries with empathy and professionalism.</li><li>Provide information on programs, services, and eligibility requirements.</li><li>Assist clients with completing applications, forms, and navigating resources.</li><li>Maintain accurate documentation and update client records in the database.</li><li>Collaborate with internal teams to ensure seamless referrals and follow-up support.</li><li>Uphold the organization’s mission and commitment to providing equitable access to services.</li></ul><p><br></p>
<p>A fast-growing <strong>consumer lifestyle and outdoor gear company</strong> in Oceanside is seeking a <strong>Customer Experience Specialist </strong>to support their expanding operations. This person will be the first point of contact for customers — ensuring every interaction reflects the brand’s values of quality, care, and reliability. If you love helping people, have strong communication skills, and enjoy working in a collaborative environment, this role offers the perfect mix of administrative, problem-solving, and customer engagement responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, and live chat with professionalism and empathy.</li><li>Process online orders, returns, and exchanges in a timely manner.</li><li>Troubleshoot issues related to shipments, product defects, and billing concerns.</li><li>Coordinate with warehouse and fulfillment teams to ensure on-time delivery.</li><li>Track customer interactions and feedback to improve service quality.</li><li>Assist with CRM data entry and maintenance.</li><li>Support the marketing team with customer outreach, surveys, and follow-ups.</li><li>Maintain a high standard of accuracy and brand consistency in all communications.</li></ul>
<p><strong>About the Role:</strong></p><p> Robert Half is partnering with a reputable insurance firm seeking a Client Services Associate to support their growing team. This individual will work directly with clients and internal account managers to deliver high-quality service across various insurance products. The ideal candidate is customer-focused, organized, and comfortable managing a high volume of inquiries with accuracy and professionalism.</p><p><strong>Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for policyholders and assist with account inquiries by phone and email.</li><li>Support day-to-day service needs including policy changes, billing follow-up, claims status updates, and documentation requests.</li><li>Prepare and process policy documents, renewals, applications, endorsements, certificates of insurance, and related forms.</li><li>Maintain accurate account records and ensure all documentation meets compliance standards.</li><li>Partner closely with Account Managers and Producers to support client satisfaction and retention efforts.</li><li>Communicate with carriers to request policy information, obtain quotes, and help resolve service issues.</li><li>Track service requests and ensure timely follow-up and resolution.</li><li>Assist with onboarding new clients and supporting renewal cycles.</li></ul><p><br></p>
<p>Robert Half is seeking dedicated and personable Customer Service Representatives to join a growing call center team. This is an exciting opportunity for candidates passionate about providing excellent customer support, resolving inquiries, and enhancing the customer experience. As the first point of contact, you will act as the face of the company, ensuring prompt, courteous, and effective communication with customers.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle a high volume of inbound and outbound customer calls, responding to inquiries, complaints, and requests in a professional manner.</li><li>Provide thorough and accurate information regarding products, services, and policies.</li><li>Troubleshoot and resolve customer issues efficiently, escalating more complex problems to appropriate departments as necessary.</li><li>Document customer interactions, inquiries, and resolutions in the company’s CRM or database.</li><li>Promote products or services when opportunities arise, ensuring customer satisfaction at all times.</li><li>Collaborate with team members and management to identify ways to improve the customer experience.</li><li>Follow communication scripts, policies, and guidelines while personalizing service to individual customer needs.</li></ul><p><br></p>
<p>We are looking for an organized HOA Client Services Specialist to join our team in Escondido, California. In this role, you will play a vital part in ensuring client satisfaction and maintaining strong relationships by delivering outstanding service and support. This is a contract position, offering an excellent opportunity to contribute to our organization’s success while developing your skills in customer service and sales.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary point of contact for clients, addressing inquiries and resolving issues to ensure satisfaction and retention.</p><p>• Handle incoming client calls, balancing organizational policies with individual client needs.</p><p>• Assist clients with navigating the organization’s platform and provide basic technical support when needed.</p><p>• Accurately process client monetary requests, keeping risk management and compliance in mind.</p><p>• Complete client transactions and requests efficiently while adhering to established service level agreements.</p><p>• Perform account updates, maintenance, and corrections to ensure data accuracy.</p><p>• Investigate and resolve client disputes using sound judgment and knowledge of banking policies.</p><p>• Manage fraud intake requests and prioritize tasks to meet strict deadlines.</p><p>• Communicate findings and solutions to clients in a clear and precise manner, both verbally and in writing.</p><p>• Uphold the organization’s values and compliance standards, ensuring all activities align with safety protocols.</p>
<p>Our client, a dynamic leader in the technology sector, is seeking an success driven and detail-oriented Account Specialist to join their team. This role is essential for managing client accounts and supporting operational efficiency in a fast-paced, innovative environment. </p><p><br></p><p>Key Responsibilities: </p><ul><li>Manage and maintain client account records, ensuring all information is accurate and up to date </li><li>Process invoices, payments, and assist with account reconciliations </li><li>Serve as a primary point of contact for clients, resolving inquiries and issues promptly </li><li>Collaborate with sales, finance, and operations teams to support client needs and business objectives </li><li>Assist with reporting, data analysis, and process improvement initiatives </li><li>Ensure compliance with company policies and industry regulations</li></ul>
<p><strong>Overview:</strong></p><p> Robert Half is partnering with a growing automotive company to hire a Customer Service Representative. This role is ideal for someone who enjoys helping customers, solving problems, and working in a fast-paced environment. If you are personable, organized, and enjoy being part of a team that values high-quality service, we want to hear from you.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for customer inquiries via phone, email, and in-person interactions.</li><li>Provide product and service information, troubleshoot issues, and ensure customer satisfaction.</li><li>Process orders, schedule service appointments, and update customer records in the internal system.</li><li>Collaborate with internal teams such as sales, service, and logistics to support customer needs.</li><li>Maintain a professional and friendly demeanor while resolving concerns efficiently.</li><li>Ensure compliance with company policies and procedures.</li></ul><p><br></p>
<p>We are looking for a dedicated and meticulous Client Services Associate to join our team in San Diego, California. This Contract to Permanent position plays a vital role in ensuring exceptional client experiences and supporting operational efficiency. You will collaborate with advisors, handle client documentation, and provide outstanding service to high-net-worth individuals, business owners, and other clients.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle client account documentation, including transfers, distributions, and updates, ensuring precision and attention to detail.</li><li>Keep client records organized and ensure information in company systems is current.</li><li>Liaise with custodians to promptly resolve any service or account issues.</li><li>Prepare materials for client meetings, communications, and mailings.</li><li>Oversee office supplies, vendor interactions, and general office appearance to maintain a professional and inviting environment.</li><li>Act as the initial point of contact for clients visiting the office, providing a courteous and detail-focused experience.</li><li>Assist advisors by collecting and organizing financial information for client accounts.</li><li>Support financial planning initiatives and perform investment research as required.</li><li>Compile performance reports and reconcile data to maintain accuracy.</li><li>Draft correspondence and documentation for client interactions.</li></ul><p><br></p>
Our client is searching for a skilled and success driven Customer Experience Associate to create exceptional interactions with customers and ensure satisfaction across every touchpoint. As the face of the company, you will be responsible for handling inquiries, resolving issues, and delivering a seamless and personalized customer experience. With a customer-first mindset and an aptitude for problem-solving, the ideal candidate will represent the brand professionally while supporting the organization’s strategic goals of enhancing customer satisfaction and loyalty. <br> Key Responsibilities: Provide professional and courteous assistance to customers via phone, email, live chat, and other communication channels. Respond promptly to customer inquiries, escalating issues to the appropriate departments when necessary. Act as a liaison between customers and internal teams to resolve service issues or address concerns. Monitor and track customer interactions through CRM software to ensure resolution and follow-up. Gather customer feedback and communicate insights to team leadership for service improvement initiatives. Collaborate with other departments, including sales and technical support, to enhance the customer experience. Maintain a comprehensive understanding of company products, services, and policies to provide accurate information to customers. Identify opportunities to exceed customer expectations and create lasting positive impressions. Uphold company standards for friendly and professional customer service in every interaction.
<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>Our client, a high-end <strong>hospitality and property management company</strong> specializing in luxury coastal rentals, is looking for a polished and energetic <strong>Assistant Property Manager</strong> to join their Encinitas team. This role offers the perfect blend of administrative coordination, guest relations, and property oversight — ideal for someone who thrives in a customer-focused, fast-paced environment.</p><p>You’ll work alongside the Senior Property Manager to ensure exceptional experiences for guests and homeowners alike, coordinating everything from check-ins and maintenance to vendor relations and reporting. This company prides itself on its exceptional service standards and attention to detail, managing exclusive coastal properties across North County.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for guests, homeowners, and vendors.</li><li>Coordinate property inspections, maintenance schedules, and housekeeping teams.</li><li>Manage rental reservations, update booking platforms, and prepare welcome materials.</li><li>Handle administrative duties such as contract processing, vendor invoicing, and recordkeeping.</li><li>Assist in preparing monthly property reports and financial summaries.</li><li>Support marketing and social media efforts for property listings and guest communications.</li><li>Maintain a professional, courteous, and polished demeanor while representing the company’s brand.</li></ul><p><br></p><p><br></p>
We are looking for a dedicated Customer Relations Representative to join our team in San Diego, California. This is a long-term contract position that offers the opportunity to provide exceptional service while supporting various administrative and operational tasks. The ideal candidate will excel in communication, organization, and problem-solving, ensuring smooth processes and positive customer experiences.<br><br>Responsibilities:<br>• Ensure the accurate and timely production of copy work and delivery to designated parties.<br>• Review payments to identify duplicates or determine proper reassignment to the correct claims.<br>• Draft and prepare correspondence, including letters, as required.<br>• Organize and process outgoing mail efficiently for postal services.<br>• Manage monthly supply orders and monitor inventory levels to ensure adequate stock.<br>• Collaborate with adjusters and medical professionals to transition injured workers to new primary treating physicians.<br>• Communicate proactively with supervisors regarding any issues that may affect workflow, insured parties, claimants, vendors, or company operations.<br>• Provide prompt assistance to both internal and external customers, meeting commitments independently.<br>• Perform additional support tasks as assigned to contribute to team goals.<br>• Maintain compliance with company policies, procedures, and project timelines.
<p>Our client, a well-established <strong>construction and design firm</strong> in beautiful Encinitas, is seeking an organized and energetic <strong>Office Coordinator</strong> to support daily operations in their busy administrative office. This company specializes in high-end residential and commercial projects, offering a creative and collaborative atmosphere where teamwork and communication are key. The ideal candidate is <strong>bilingual in English and Spanish</strong>, detail-oriented, and enjoys creating an efficient, welcoming workspace. This is a fantastic opportunity for someone looking to join a respected local company with long-term stability and a strong team culture.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for visitors, clients, and vendors, providing excellent customer service in both English and Spanish.</li><li>Support day-to-day office operations including scheduling, filing, mail distribution, and inventory management.</li><li>Coordinate meetings, manage calendars, and assist with internal communications.</li><li>Maintain and organize company records, permits, and project documentation.</li><li>Assist management with travel arrangements, expense reports, and general correspondence.</li><li>Support HR and accounting teams with data entry and onboarding paperwork as needed.</li><li>Ensure the office runs smoothly by anticipating supply needs and coordinating maintenance requests.</li></ul>
<p><strong>About the Role:</strong></p><p>Robert Half is partnering with a mission-driven nonprofit organization dedicated to providing essential community support and resources across San Diego. They are seeking a Bilingual Spanish Customer Service Representative to join their growing team.</p><p>This position begins onsite for the first six months to ensure comprehensive training and team integration, with the opportunity to transition to a hybrid schedule (3 days onsite / 2 remote) thereafter.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver exceptional customer service to community members in both <strong>Spanish and English</strong> via phone, email, and in-person interactions.</li><li>Provide information on available programs, services, and eligibility requirements.</li><li>Document all client interactions accurately in the organization’s database.</li><li>Schedule appointments, assist with follow-ups, and ensure timely communication.</li><li>Collaborate with cross-functional teams to connect clients to the right resources.</li><li>Uphold confidentiality and demonstrate empathy in every client interaction.</li></ul><p><br></p>
<p>Are you passionate about assisting others and providing excellent customer service? As a Helpline Agent, you will be the first point of contact for individuals seeking support. You’ll use your communication and problem-solving skills to address customer inquiries, resolve issues, and ensure a positive experience. This is a dynamic role that offers opportunities to grow professionally while making a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Answer incoming calls, emails, and messages promptly and professionally.</li><li>Identify customer needs and guide them to appropriate solutions or resources.</li><li>Troubleshoot and resolve customer concerns or escalate more complex issues for further assistance.</li><li>Maintain accurate and detailed records of customer interactions in the company's system.</li><li>Consistently deliver a high level of customer service, striving for first-call resolution.</li><li>Stay updated on company processes, services, and tools to provide accurate and current information to customers.</li></ul><p><br></p>
<p>We are looking for an experienced Dispatcher to join our pest control team. The Dispatcher is a critical link between our customers and pest control service teams. This role requires excellent coordination and communication skills to schedule and dispatch technicians, resolve customer inquiries, and perform administrative tasks promptly and efficiently.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Scheduling and Dispatching</strong>: Assign service appointments and optimize technician schedules based on location, job type, and priority level.</li><li><strong>Customer Communication</strong>: Answer calls, respond to inquiries, and communicate service updates with customers in a professional and courteous manner.</li><li><strong>Problem Resolution</strong>: Handle scheduling conflicts, technician availability issues, and customer concerns with urgency and tact.</li><li><strong>Record Keeping</strong>: Create and maintain accurate customer service records, technician schedules, and work orders using company systems.</li><li><strong>Follow-Up</strong>: Conduct post-service follow-ups to ensure customer satisfaction.</li><li><strong>Team Collaboration</strong>: Coordinate with field technicians and management to streamline operations and ensure quality service delivery.</li></ul><p><br></p>
<p>Are you a compassionate individual who thrives in helping people in need? We are seeking a passionate and customer-focused <strong>Bilingual Call Center Agent</strong> to join our helpline team. This position is an opportunity to make a meaningful difference in the lives of individuals seeking critical support and assistance. The ideal candidate will be fluent in <strong>Spanish</strong> and represent our organization's mission of providing life-changing services to diverse communities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Respond to a high volume of incoming calls on the organization's helpline with professionalism, empathy, and efficiency.</li><li>Provide callers with accurate information about the nonprofit's services and other community resources available to assist in their unique circumstances.</li><li>Conduct outbound follow-ups for ongoing support, program awareness, or case management as needed.</li><li>Serve as a caring and compassionate resource to address emergency situations and de-escalate heightened emotions over the phone.</li><li>Accurately document all interactions in the organization's CRM system or database to ensure seamless service delivery.</li><li>Collaborate with team members and supervisors to provide feedback and suggest improvements to the helpline process.</li><li>Uphold strict confidentiality guidelines and organizational policies when handling sensitive information.</li></ul><p><br></p>
<p>Robert Half is seeking an experienced and motivated Assistant Property Manager to join our client's team specializing in commercial real estate. This position offers an exciting opportunity to work in a dynamic environment and contribute to the success of a growing organization.</p><p><br></p><p><strong>Job Summary:</strong></p><p>The Assistant Property Manager will support the Property Manager in overseeing and managing day-to-day operations of commercial properties. This role involves assisting with tenant relations, lease administration, financial oversight, and coordinating building maintenance to ensure seamless property management.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in daily property operations to ensure the properties are maintained to the highest standard.</li><li>Support lease administration, including lease tracking, renewal processes, and tenant communication.</li><li>Foster and maintain professional relationships with tenants, ensuring excellent customer service and prompt resolution of concerns.</li><li>Coordinate building maintenance, vendor services, and ensure compliance with safety and maintenance standards.</li><li>Prepare and manage budgets, financial reports, invoices, and expense tracking with the Property Manager's guidance.</li><li>Conduct property inspections, monitor occupancy levels, and ensure all spaces are compliant with local regulations.</li><li>Assist with marketing efforts for vacancies and property showing schedules.</li><li>Oversee administrative functions, including record-keeping, documentation, and reporting.</li><li>Address emergencies or issues swiftly and coordinate appropriate response plans.</li></ul><p><br></p>
<p>A well-established <strong>professional services and consulting firm</strong> in Rancho Bernardo is hiring a highly organized <strong>Client Services Coordinator</strong> to support account management and ensure exceptional service delivery. This position requires a polished communicator with a passion for relationship management and organizational excellence. The ideal candidate enjoys working directly with clients, managing project details, and supporting internal teams to ensure client satisfaction and business continuity.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the main point of contact for assigned clients, handling inquiries and requests.</li><li>Schedule meetings, manage calendars, and track deliverables for multiple projects.</li><li>Prepare client materials, reports, and follow-up documentation.</li><li>Maintain accurate client records in the CRM system and track engagement metrics.</li><li>Coordinate between departments to ensure project timelines are met.</li><li>Support billing and contract renewals in collaboration with the finance department.</li><li>Assist with proposals, onboarding materials, and client satisfaction surveys.</li><li>Contribute to continuous improvement of internal processes and client communications</li></ul>
<p>Are you an organized, personable multitasker who thrives in a busy office environment? Do you enjoy being the “go-to” person who keeps things running smoothly behind the scenes? Our client, a well-respected <strong>property management and real estate services company</strong> located in Oceanside, is seeking an <strong>Administrative Assistant</strong> to join their growing team. This company manages a diverse portfolio of residential and commercial properties across North County San Diego and prides itself on providing exceptional service to both tenants and property owners. The Administrative Assistant will serve as the backbone of the office—handling day-to-day operations, supporting property managers, and ensuring communication flows seamlessly between clients, </p><p>vendors, and maintenance teams.</p><p><br></p><p>This is a great opportunity for someone who enjoys variety in their day and takes pride in organization, efficiency, and customer service. You’ll be part of a friendly, close-knit office that values teamwork, professional growth, and work-life balance.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Serve as the first point of contact for tenants, owners, and vendors—answering phones, emails, and walk-ins with a professional and positive attitude.</li><li>Prepare and process lease agreements, renewals, vendor contracts, and maintenance requests.</li><li>Maintain accurate records of property information, rent payments, and correspondence using <strong>Yardi Voyager</strong>.</li><li>Coordinate property inspections, schedule maintenance, and track service requests.</li><li>Support the property management team with document filing, invoice processing, and tenant communication.</li><li>Organize office supplies, maintain records, and assist with monthly reporting.</li><li>Handle special administrative projects assigned by management to improve office efficiency and tenant experience.</li></ul>
<p>An established <strong>financial advisory and wealth management firm</strong> in Rancho Santa Fe is looking for a professional <strong>Senior Client Services Associate</strong> to provide high-level support to advisors and clients. This firm offers comprehensive financial planning, investment management, and estate services to a select clientele. This is a key role for someone who enjoys building lasting client relationships, managing complex administrative tasks, and ensuring the seamless execution of financial transactions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for high-net-worth clients regarding account activity, statements, and service requests.</li><li>Prepare and process new account paperwork, transfers, and investment documentation.</li><li>Coordinate with custodians (Charles Schwab, Fidelity, etc.) to ensure timely and accurate account management.</li><li>Maintain client files and CRM records with precision and confidentiality.</li><li>Support financial advisors in preparing client review materials, reports, and presentations.</li><li>Manage follow-ups on trades, contributions, distributions, and compliance documentation.</li><li>Assist with onboarding new clients and coordinating cross-departmental communication.</li><li>Participate in process improvement and workflow initiatives to enhance client experience.</li></ul>
<p>Robert Half is seeking a dedicated Account Specialist for a contract to permanent opportunity with a reputable client. This position offers a dynamic environment for professionals experienced in managing financial transactions and providing exceptional client service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and monitor customer accounts, including billing, payments, and account reconciliations.</li><li>Respond to client inquiries promptly and resolve issues in a professional manner.</li><li>Maintain accurate financial records and update account information in internal systems.</li><li>Collaborate with finance and other departments to ensure seamless accounting and client support processes.</li><li>Prepare periodic reports and assist with audits as needed.</li><li>Support process improvements and maintain compliance with company policies.</li></ul><p><br></p>
