<p>Make a true difference in your community by joining our nonprofit as a Bilingual Spanish Call Center Specialist, supporting a vital 24/7 helpline. Use your language skills, empathy, and professionalism to help individuals in need. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer incoming calls, providing caring and effective support in both Spanish and English.</li><li>Deliver crisis intervention, information, and resource referrals tailored to each caller’s needs.</li><li>Maintain detailed and confidential records of every interaction, following all organizational standards.</li><li>Collaborate with fellow team members to offer comprehensive, coordinated care.</li><li>Uphold privacy, safety, and quality guidelines to ensure every caller receives respectful and secure service.</li><li>Represent the organization’s mission and values with every conversation.</li></ul><p><br></p>
<p>Join our non-profit team as a Call Center Agent and help drive exceptional customer service experiences. As part of our customer support function, you’ll play a vital role in addressing caller inquiries, resolving issues, and contributing to overall customer satisfaction.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle inbound and outbound calls with professionalism and efficiency</li><li>Resolve customer questions, complaints, or service requests.</li><li>Document call information and maintain accurate records.</li><li>Collaborate with team members to ensure seamless operations.</li><li>Uphold data privacy and security standards within all interactions.</li><li>Leverage call center technologies to improve time to resolution and enhance customer experiences </li></ul><p><br></p>
We are looking for an experienced Customer Service Representative to join our team on a long-term contract basis in Irvine, California. In this role, you will play a critical part in managing schedules, coordinating services, and ensuring smooth communication between clients, families, and internal teams. Your ability to handle complex scheduling needs and maintain precise interactions will be key to success in this position.<br><br>Responsibilities:<br>• Coordinate and assign staff based on participant needs, location, and skills, ensuring compliance with program policies.<br>• Create and manage schedules for participants and staff, including meal periods and breaks, while maintaining accurate records in a computerized system.<br>• Respond promptly to scheduling changes and requests from associates, participants, and families in a courteous and meticulous manner.<br>• Monitor attendance and assignments daily, making adjustments and notifying relevant parties of changes as needed.<br>• Generate and analyze reports to ensure billing and payroll accuracy, addressing contract fulfillment gaps and collaborating with internal departments.<br>• Communicate effectively with families, supervisors, and team members to relay concerns and escalate issues when necessary.<br>• Provide training and cross-training for new scheduling coordinators, ensuring team readiness and knowledge.<br>• Schedule and attend meetings, trainings, and other events to stay aligned with organizational goals and processes.
<p>Our non-profit client in San Diego is seeking a compassionate and detail-oriented Customer Service Representative to join their call center team. This position focuses on delivering outstanding support to individuals while furthering the organization’s mission to make a positive impact in the community.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer incoming calls and provide support, information, and assistance to clients and donors</li><li>Handle inquiries with empathy and professionalism, ensuring strong customer satisfaction</li><li>Assist with updating records, processing requests, and documenting interactions accurately</li><li>Resolve issues efficiently while adhering to organizational policies and procedures</li><li>Maintain confidentiality of client and organizational information</li><li>Support outreach activities and assist with special projects as assigned</li><li>Collaborate with team members to meet department service goals</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Costa Mesa, California. In this role, you will provide exceptional support to customers by addressing inquiries, resolving issues, and assisting with navigating our website and related tools. This is a Contract-to-Permanent position, offering an excellent opportunity for growth and long-term employment.<br><br>Responsibilities:<br>• Respond to a high volume of inbound customer calls daily, ensuring all inquiries are addressed promptly and professionally.<br>• Assist customers with navigating the company website, including locating specific information and troubleshooting login issues.<br>• Provide guidance to users experiencing challenges with new system features or updates.<br>• Maintain accurate records of customer interactions and resolutions using CRM tools.<br>• Collaborate with internal teams to escalate and resolve complex issues efficiently.<br>• Offer exceptional service to enhance customer satisfaction and build long-term relationships.<br>• Utilize Office Suite tools to document and manage customer data effectively.<br>• Stay updated on product knowledge and company processes to provide accurate information.<br>• Handle customer concerns with patience and professionalism, ensuring a positive experience.
We are looking for an experienced Sr. Customer Service Representative to join our team in San Marcos, California. This Contract to permanent position offers an opportunity to contribute to a fast-paced utilities and infrastructure environment by delivering outstanding customer support and ensuring seamless service operations. The ideal candidate will bring exceptional communication and organizational skills to manage customer interactions and coordinate field services effectively.<br><br>Responsibilities:<br>• Respond promptly to incoming customer calls, providing attentive and courteous assistance.<br>• Collect detailed information regarding service needs and accurately generate job tickets using ServiceTitan.<br>• Schedule service appointments, maintain job notes, and manage follow-ups to ensure customer satisfaction.<br>• Communicate effectively with property managers, homeowners, and internal teams to address concerns and coordinate services.<br>• Update customer profiles, book service calls, and verify the accuracy of job-related details.<br>• Dispatch technicians through ServiceTitan’s scheduling and dispatch tools, ensuring efficient workflows.<br>• Monitor technician routes and job progress, making necessary adjustments to schedules as issues arise.<br>• Track job statuses, input notes, upload relevant documents, and confirm tasks are completed within the system.<br>• Maintain consistent communication with field technicians to provide updates, relay changes, and share additional information.<br>• Support administrative tasks such as processing estimates, invoices, warranty details, and service history documentation.
<p>Join our dedicated team as a Customer Service Representative, supporting the mission and values of our nonprofit organization. In this role, you will make a direct impact by assisting those we serve and helping us achieve our organizational goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle incoming phone calls and emails from clients, donors, and community members with professionalism and empathy.</li><li>Provide accurate information regarding programs, services, and resources.</li><li>Respond to inquiries, resolve issues, and escalate calls as needed to appropriate teams.</li><li>Document all interactions in our CRM platform, maintaining detailed and confidential records.</li><li>Collaborate with other teams to ensure a seamless and supportive client experience.</li><li>Uphold the organization’s values of service, integrity, and inclusivity in every interaction.</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>
We are looking for a dedicated Customer Success Specialist to join our team in Carlsbad, California. In this contract position, you will play a key role in ensuring our members have a seamless experience by addressing their inquiries and providing exceptional support. Your expertise in customer service and technology will be vital in resolving issues and maintaining accurate data.<br><br>Responsibilities:<br>• Develop a deep understanding of membership benefits, the organization’s dashboard, event attendees, and related activities.<br>• Respond promptly and effectively to member inquiries regarding event registration.<br>• Provide accurate and timely follow-up to resolve member questions or concerns.<br>• Ensure all data and information within the organization’s system are consistently updated and accurate.<br>• Offer on-site registration assistance during scheduled events.<br>• Diagnose and troubleshoot issues related to the organization's dashboard, resolving bugs and system errors.<br>• Report identified bugs to the technology team using the designated tracking tool and collaborate with developers to address concerns.
<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>Join our team as a <strong>Bilingual Spanish</strong> Customer Experience Specialist! Bring your language skills and passion for service to a dynamic role, helping us deliver outstanding support to every customer and community member.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide personalized service to customers via phone, email, and chat, communicating fluently in both Spanish and English.</li><li>Resolve inquiries, troubleshoot issues, and answer questions about products or services.</li><li>Document all customer interactions promptly and accurately.</li><li>Collaborate with other team members to continuously improve the customer experience.</li><li>Uphold company standards for quality, integrity, and inclusivity.</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>Join our non-profit team as a <strong>Bilingual Spanish</strong> Helpline Agent and help provide crucial support to our diverse community. In this role, your language skills and empathy will make a real difference in people’s lives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Actively respond to helpline calls, delivering support and guidance in Spanish and English.</li><li>Listen with compassion and communicate solutions to callers’ questions or concerns.</li><li>Refer callers to appropriate resources or escalate issues when needed.</li><li>Accurately document caller information in our system.</li><li>Maintain privacy and confidentiality at all times.</li><li>Collaborate with colleagues to continually improve helpline services.</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Newport Beach, California. In this role, you will be responsible for delivering outstanding customer service, handling financial transactions, and assisting clients with their banking needs. This is a long-term contract position, offering an opportunity to make a meaningful impact within the banking industry.<br><br>Responsibilities:<br>• Process a range of financial transactions, such as deposits, withdrawals, loan payments, and transfers, while ensuring accuracy and adherence to banking policies.<br>• Provide prompt and attentive assistance to customers with inquiries regarding their accounts and available banking services.<br>• Actively promote and recommend banking products and services tailored to meet the needs of customers.<br>• Manage and reconcile a cash drawer, complying with established security and audit procedures.<br>• Educate customers on various banking options, including digital services and alternative channels.<br>• Address and resolve customer concerns effectively, ensuring a positive banking experience.<br>• Collaborate with team members to maintain smooth branch operations during busy periods.<br>• Uphold high standards of confidentiality and security in all customer interactions.<br>• Contribute to the achievement of branch goals by delivering exceptional service and support.
<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>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>
We are looking for a dedicated Customer Service Representative to join our team in Huntington Beach, California. In this role, you will assist with enrollment processes, ensuring accuracy and efficiency while guiding individuals through their onboarding experience. This is a long-term contract position within the healthcare industry, offering the opportunity to make a meaningful impact on customer satisfaction and organizational success.<br><br>Responsibilities:<br>• Respond promptly to inquiries from internal and external customers, addressing concerns related to enrollment.<br>• Resolve enrollment-related issues by conducting research and utilizing call tracking, claims systems, or email communication.<br>• Enter and maintain accurate enrollment data in the company’s eligibility transactional system.<br>• Process applications for enrollment and disenrollment, ensuring compliance with established guidelines.<br>• Verify enrollment statuses with clients and address discrepancies as needed.<br>• Investigate and resolve system rejections related to enrollment processes.<br>• Collaborate with team members to address exceptions and ensure members are properly enrolled.<br>• Perform daily and monthly reconciliation of enrollment files to maintain data accuracy.<br>• Manage member eligibility changes and update records in the enrollment database.<br>• Maintain organized documentation and records, ensuring they are accessible and up-to-date.
<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>
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Irvine, California. In this Contract to permanent position, you will play a critical role in ensuring customer satisfaction by addressing inquiries, resolving issues, and maintaining high standards of service. This role offers the opportunity to work in the dynamic Health Pharm/Biotech industry, contributing to meaningful solutions for occupational safety.<br><br>Responsibilities:<br>• Handle customer inquiries through various communication channels, including phone, email, and online platforms, ensuring prompt and attentive responses.<br>• Collaborate with internal departments to resolve customer issues effectively from start to finish, ensuring follow-ups are completed.<br>• Utilize multiple internal systems to manage orders, track shipments, and address customer concerns accurately.<br>• Provide feedback to management regarding service challenges and customer concerns to improve processes.<br>• Participate in special projects as assigned, contributing to team objectives and organizational goals.<br>• Process order entries, schedule appointments, and manage customer accounts with precision.<br>• Maintain accurate records of customer interactions and transactions, ensuring data integrity.<br>• Assist with troubleshooting and resolving issues related to product delivery, account setups, and other customer needs.<br>• Demonstrate flexibility by working overtime when requested to meet business demands.<br>• Support lean process improvement initiatives to enhance customer service efficiency.
<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>Position Summary:</strong></p><p>The Business-to-Business (B2B) Collections Specialist is responsible for managing and executing collection activities for outstanding accounts receivable from commercial clients. This role ensures timely payments, resolves billing discrepancies, and maintains positive client relationships while minimizing financial risk to the organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Monitor and manage assigned customer accounts to ensure timely collection of outstanding balances.</li><li>Contact clients via phone, email, and written correspondence to follow up on past due invoices.</li><li>Investigate and resolve payment discrepancies, disputes, and billing issues.</li><li>Collaborate with internal departments (Sales, Customer Service, Billing) to resolve account issues and ensure accurate invoicing.</li><li>Maintain detailed records of collection activities, communications, and payment arrangements.</li><li>Prepare and distribute aging reports and collection status updates to management.</li><li>Recommend accounts for escalation, legal action, or write-off when necessary.</li><li>Ensure compliance with company policies, procedures, and applicable regulations.</li><li>Support month-end and year-end closing processes related to accounts receivable.</li></ul><p><br></p>
<p>We are looking for a skilled AP Lead to assist our busy client in Cerritos. The ideal candidate will bring expertise in accounting processes, attention to detail, and a proactive approach to managing vendor relationships and financial accuracy.</p><p><br></p><p><strong>JOB SUMMARY:</strong></p><p>Responsible for managing accounts payable process including ensuring all invoices are approved, determining the general ledger codes for each invoice, entering invoices into databases, paying invoices, performing check runs and mailing out or wiring payments to vendors for various entities. Work with other AP Associates to ensure proper coverage for all entities.</p><p><strong> </strong></p><p><strong>MAJOR DUTIES AND RESPONSIBILITIES:</strong></p><p> </p><p>§ Manage the invoice process including data entry, general ledger coding, approval verification and payment.</p><p>Ø Assemble invoices into categories and batches to be processed for payment.</p><p>Ø Verify vendor information for accuracy including addresses and Federal ID numbers.</p><p>Ø Calculate all extensions and totals on invoices, calculating and taking discounts.</p><p>Ø 3-way matching of invoices with purchase order and packing slip copies.</p><p>Ø Determine if taxable or tax-exempt.</p><p>§ Determine GL Codes required for each invoice and record it accordingly.</p><p>§ Review check registers and associated check and invoice back-up to ensure accuracy.</p><p>§ Reconcile monthly credit card statement which includes assembling all back-up documents and reviewing information for accuracy and to identify any fraudulent activity.</p><p>§ Review accounting email folders and distribute to appropriate person(s).</p><p>§ Assist AP Associates to help them resolve any issues that may arise.</p><p>§ Review weekly wires for all entities as needed.</p><p>§ Reconcile vendor statements for accuracy and all invoices are entered into the accounting system.</p><p>§ Assist with check count, check inventory, and check distribution.</p><p>§ Provide good customer service when vendors inquire about payment status.</p><p>§ Contact vendors to clarify any questionable invoice items and prices; contacts purchasing department to request necessary information for any discrepancies between PO and invoice.</p><p>§ File 1099s at the end of the year for 1099-NEC, 1099-MISC, and 1099-INT for 1099 Vendors.</p><p>§ Ability to research discrepancies on invoices and work with vendors to reconcile accounts.</p><p>§ Assist with preparing training materials and presenting to team.</p><p>§ Ensure that the proper approval has been acquired for timely payments for all invoices.</p><p>§ Copy, scan, file, and organize invoices and other accounting department documents.</p><p>§ Other accounting and administrative duties and projects assigned by AP Manager and senior leadership.</p>
<p>Our client, a growing and reputable <strong>medical spa and aesthetics group</strong>, is seeking a detail-oriented <strong>Accounts Receivable (AR) Specialist</strong> to join their finance team in Vista. This position plays a key role in ensuring the accuracy and timeliness of client billing, payments, and financial reporting. The ideal candidate has experience in healthcare, wellness, or service-based industries and thrives in a collaborative, fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process client payments, reconcile daily transactions, and monitor aging reports.</li><li>Review and verify billing accuracy for medical and cosmetic services.</li><li>Manage accounts receivable ledger, apply payments, and follow up on outstanding balances.</li><li>Communicate professionally with patients and clients regarding billing questions and payment plans.</li><li>Prepare daily and monthly reports for management and accounting leadership.</li><li>Work closely with the front office and finance teams to ensure revenue is properly recorded.</li><li>Support monthly close process and assist with journal entries as needed.</li><li>Handle refunds, credit card reconciliation, and adjustments in compliance with company policies.</li></ul>
<p>Our client, a leader in the manufacturing industry, is seeking an Accounts Receivable Specialist to manage the invoicing, collections, and payment processing functions within a dynamic manufacturing environment. The ideal candidate will leverage strong Excel skills to track receivables, generate aging reports, and ensure the timely collection of outstanding balances.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Generate and distribute invoices to clients, ensuring accuracy and timely delivery (Based on general knowledge).</li><li>Monitor accounts receivable aging reports, analyze outstanding balances, and proactively follow up on past due accounts (Based on general knowledge).</li><li>Conduct collections activities via phone, email, or mail to resolve payment issues and improve cash flow (Based on general knowledge).</li><li>Apply incoming payments and reconcile customer accounts in accordance with company procedures (Based on general knowledge).</li><li>Collaborate with internal departments (sales, shipping, customer service) to resolve billing discrepancies and maintain accurate records (Based on general knowledge).</li><li>Prepare periodic reports on A/R status, aging summaries, and collection metrics utilizing advanced Excel functions such as pivot tables, VLOOKUP, and data analysis tools (Based on general knowledge).</li><li>Support month-end and year-end closing activities related to accounts receivable (Based on general knowledge).</li><li>Maintain compliance with internal controls and company accounting policies (Based on general knowledge).</li></ul>
<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>
