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1919 results for Client Service Associate in Norfolk, VA
- San Carlos, CA
- remote
- Permanent / Full Time
- 60000.00 - 90000.00 USD / Yearly
- <p>Anisa Henry is partnered with a growing independent wealth management firm and is seeking a Client Service Associate to join its expanding team.<strong> </strong>This position is ideal for someone who enjoys building client relationships, thrives in an operations-focused role, and is looking to build a long-term career in wealth management rather than pursuing a financial advisor track. This established fiduciary-focused firm has been serving individuals and families for more than two decades, providing personalized financial guidance and a high-touch client experience. The team is committed to putting clients' best interests first while delivering exceptional service and comprehensive wealth management solutions.</p><p><br></p><p>The <strong>Client Service Associate</strong> will support advisors and the operations team by managing day-to-day client service requests, account maintenance, paperwork processing, and administrative functions. This individual will serve as a key point of contact for clients, helping ensure requests are handled accurately, efficiently, and with a high level of professionalism.</p><p>This is an excellent opportunity to join a collaborative, client-centric firm experiencing strong growth, where team members are valued and have the opportunity to make a meaningful impact.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Process new account openings and ongoing account maintenance.</li><li>Handle beneficiary updates, address changes, money movement requests, and other account-related transactions.</li><li>Assist with insurance paperwork and collect required client information.</li><li>Communicate with clients by phone and email to obtain documentation and answer questions.</li><li>Coordinate with custodians and internal team members to complete client requests.</li><li>Review paperwork for accuracy and completeness before submission.</li><li>Maintain accurate client records and documentation.</li><li>Support advisors with day-to-day client service and operational activities.</li><li>Assist with additional administrative and operational projects as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a highly successful and rapidly growing wealth management practice with a strong reputation for client service and advisor excellence.</li><li>Stable, well-established firm with a long-term vision and commitment to sustainable growth.</li><li>Fully remote position offering the flexibility to work from anywhere in the U.S.</li><li>Collaborative, close-knit team environment with meaningful exposure to advisors and clients.</li><li>Opportunity to make an immediate impact by supporting a busy and expanding practice.</li><li>Ideal for someone seeking a long-term career in client service, operations, and wealth management.</li><li>Flexible work culture that supports strong work-life balance.</li><li>High-visibility role with ongoing opportunities to learn, contribute, and grow professionally within a respected advisory firm.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T22:13:43Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 98000.00 - 131000.00 USD / Yearly
- <p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
- 2026-10-16T13:04:08Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 70000.00 - 90000.00 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T22:04:23Z
- Las Vegas, NV
- remote
- Permanent / Full Time
- 45000.00 - 52000.00 USD / Yearly
- <p>We are looking for a Client Service Associate to support investors and account holders with responsive, knowledgeable service. In this role, you will help clients navigate account activity, answer questions about retirement account options and alternative investments, and provide steady guidance throughout the customer journey. The ideal candidate brings a service-minded approach, strong attention to detail, and the ability to communicate clearly while handling sensitive financial information with care.</p><p><br></p><p>Responsibilities:</p><p>• Provide clear guidance to clients on account features, self-directed retirement solutions, trust structures, and digital asset-related topics in an easy-to-understand manner.</p><p>• Assist customers with transactions and account-related steps from initial setup through ongoing servicing and other lifecycle events.</p><p>• Investigate client concerns, resolve routine issues efficiently, and route more complex matters to the appropriate internal specialists.</p><p>• Maintain a strong working knowledge of available products, account structures, and investment options to deliver accurate support.</p><p>• Manage incoming work queues and daily priorities to help ensure timely follow-up and service standards are consistently met.</p><p>• Support routine servicing needs such as account updates, maintenance requests, and basic technical assistance.</p><p>• Document customer conversations and service activities thoroughly and accurately within company systems.</p><p>• Work closely with partners across multiple teams to deliver a consistent and seamless client experience.</p><p>• Stay informed on company policies and applicable industry regulations related to self-directed retirement accounts.</p><p>• Contribute to team development by participating in meetings, coaching sessions, training, and process improvement efforts, including thoughtful use of AI tools and sharing productivity best practices.</p>
- 2026-10-28T20:48:44Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000.00 - 100000.00 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
- 2026-11-06T14:48:43Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-10-29T19:58:46Z
- Houston, TX
- onsite
- Permanent / Full Time
- 85000.00 - 110000.00 USD / Yearly
- <p>Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.</p><p>• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.</p><p>• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.</p><p>• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.</p><p>• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.</p><p>• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.</p><p>• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.</p>
- 2026-11-13T23:58:44Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 160000.00 - 200000.00 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-11-12T21:28:52Z
- Seattle, WA
- onsite
- Temporary / Contract
- 23.75 - 27.50 USD / Hourly
- We are looking for a Customer Service Representative to support daily operations in an ambulatory clinic in Seattle, Washington. This Long-term Contract position focuses on creating a welcoming and efficient experience for patients by coordinating appointments, managing communication, and assisting with front-line service needs. The ideal candidate brings strong communication skills, sound judgment, and the ability to stay organized while handling multiple tasks in a busy clinical setting.<br><br>Responsibilities:<br>• Respond to incoming patient calls promptly and provide courteous, accurate assistance with questions, service needs, and follow-up requests.<br>• Arrange and update appointments while helping maintain an organized daily clinic schedule that supports smooth patient flow.<br>• Welcome patients upon arrival, assist with intake activities, and prepare them for their visit in a detail-focused and respectful manner.<br>• Enter and maintain service-related information accurately, including order details and other required documentation.<br>• Collect and process payments or other revenue-related transactions according to clinic procedures.<br>• Share approved test result information and relay messages clearly to patients, providers, and administrative staff as appropriate.<br>• Address patient concerns with empathy and care, escalating issues when needed to ensure timely resolution.<br>• Support communication and coordination between clinical and administrative teams to promote efficiency and patient safety.
- 2026-11-11T20:58:41Z
- Mount Hope Nt, OH
- onsite
- Temporary to Hire
- 17.00 - 17.00 USD / Hourly
- <p>We are looking for a Customer Service Representative to join a construction services team in Ohio. This contract opportunity with potential for a permanent role is ideal for someone who enjoys helping customers, managing service-related inquiries, and supporting order processing in a fast-paced onsite environment. In this role, you will communicate with customers and coordinate information related to service, shipping updates, and general support requests. The position includes a structured onboarding program with classroom training followed by guided hands-on learning.</p><p><br></p><p>Responsibilities:</p><p>• Respond to a steady volume of inbound customer calls and provide attentive assistance with service-related questions.</p><p>• Place outbound calls as needed to confirm details, follow up on requests, or share updates with customers.</p><p>• Support customers by addressing concerns related to garage door service and directing issues to the appropriate team members.</p><p>• Enter and update customer orders accurately while maintaining complete and organized records.</p><p>• Provide shipment status information and answer questions regarding order progress and delivery details.</p><p>• Coordinate service requests and ensure customer needs are documented clearly for technicians and internal teams.</p><p>• Use Microsoft Outlook and Excel to manage communication, track information, and support daily administrative tasks.</p><p>• Participate in classroom training and side-by-side shadowing to build product knowledge and service proficiency.</p>
- 2026-11-06T17:44:06Z
- South San Francisco, CA
- remote
- Temporary / Contract
- 25.00 - 30.00 USD / Hourly
- <p><strong>Customer Service Representative | South San Francisco, CA</strong></p><p><br></p><p><u>Position Description:</u></p><p><br></p><p>Our client in South San Francisco is seeking a customer-focused and detail-oriented <strong>Customer Service Representative</strong> to join their team. This role is responsible for delivering exceptional service by assisting customers via phone, email, text, and in person, while ensuring inquiries are resolved accurately and efficiently.</p><p>The Customer Service Representative will manage incoming customer requests, establish and maintain customer accounts, process payments, update customer information within the CRM system, and address billing and service-related inquiries. This position is ideal for someone who enjoys interacting with customers, thrives in a fast-paced environment, and can balance multiple priorities while maintaining a high level of professionalism.</p><p><br></p><p><u>Key Responsibilities:</u></p><p><br></p><ul><li>Respond to customer inquiries by phone, email, text, and in person</li><li>Handle high-volume inbound customer calls</li><li>Establish and maintain customer accounts</li><li>Process payments and assist with billing inquiries</li><li>Accurately update customer information within CRM systems</li><li>Resolve customer concerns and service issues in a timely manner</li><li>Support general office and administrative functions</li><li>Collaborate with team members to ensure a positive customer experience</li></ul><p><br></p>
- 2026-11-06T16:28:41Z
- Walnut Creek, CA
- remote
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
- 2026-11-13T08:09:01Z
- Walnut Creek, CA
- remote
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
- 2026-11-03T01:58:39Z
- Walnut Creek, CA
- remote
- Permanent / Full Time
- 90000.00 - 115000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul><p><br></p>
- 2026-11-13T08:09:01Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-11-13T08:09:01Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services.</p><p><br></p><p>This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across <strong>client service, account administration, investment operations, and process improvement</strong>. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client requests and account needs</li><li>Support account openings, transfers, cash movements, and ongoing account maintenance</li><li>Coordinate with custodians and internal teams to ensure timely execution and issue resolution</li><li>Prepare client meeting materials, reports, and follow-up items</li><li>Maintain accurate client records and documentation</li><li>Manage workflows, track requests, and ensure an exceptional client experience</li><li>Assist with operational projects and <strong>process improvement initiatives</strong></li><li>Support advisors and private client professionals across a wide range of client activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T01:43:49Z
- Baltimore, MD
- onsite
- Temporary / Contract
- 17.00 - 22.00 USD / Hourly
- <p>A healthcare organization in Baltimore is seeking an experienced Customer Service Representative with a background in public health to join their team! In this contract position, you will handle high volumes of inbound calls related to public health information, ensuring callers receive accurate guidance and are directed to appropriate resources. This contract role requires strong communication skills and a commitment to excellent customer service.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage high volumes of inbound calls from the public, providing accurate information and support.</li><li>Follow established scripts and protocols to ensure consistent communication.</li><li>Maintain a detail-oriented and courteous demeanor while addressing caller inquiries.</li><li>Ask clarifying questions to understand caller needs and minimize errors.</li><li>Direct callers to the appropriate departments or resources based on their concerns.</li><li>Accurately document call details and interactions in the system.</li><li>Protect caller confidentiality and adhere to organizational policies.</li><li>Escalate complex or urgent issues in accordance with provided guidelines.</li><li>Work collaboratively with team members to ensure smooth operations.</li></ul>
- 2026-11-06T19:38:44Z
- San Diego, CA
- onsite
- Temporary / Contract
- 20.00 - 22.00 USD / Hourly
- <p>Our client, a mission-driven nonprofit organization, is seeking a compassionate and professional <strong>Customer Service Representative</strong> to serve as a key point of contact for clients, donors, and community members. This individual will play an important role in delivering excellent service, answering inquiries, and supporting daily administrative and operational needs.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to inbound calls, emails, and walk-in inquiries in a professional and timely manner</li><li>Provide information about programs, services, events, and community resources</li><li>Assist with intake, data entry, and maintaining accurate client or donor records</li><li>Resolve customer and stakeholder issues with empathy and efficiency</li><li>Support scheduling, appointment coordination, and follow-up communications</li><li>Process forms, documentation, and general correspondence</li><li>Collaborate with internal teams to ensure a positive service experience</li><li>Assist with special projects, outreach efforts, and administrative support as needed</li></ul><p><br></p>
- 2026-11-11T18:13:45Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p><strong>A Great Next Step for a Client Service Associate Ready to Grow into an Advisory Role</strong></p><p>A growing Wealth Management firm is looking for an Associate Financial Advisor to join its highly collaborative team! This is an excellent opportunity for a Client Service Associate or aspiring advisor who wants to take the next step in their career, gain greater exposure to financial planning, and build meaningful client relationships.</p><p>You'll work closely with Senior Advisors in a team-oriented environment where people genuinely enjoy working together, support one another, and value work-life balance. This is an opportunity to expand beyond traditional client service responsibilities while developing the skills and experience needed to grow as an advisor.</p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Partner with Senior Advisors to support and manage client relationships, ensuring a high level of personalized service.</li><li>Serve as a key point of contact for clients, handling day-to-day communications via phone and email.</li><li>Participate in client meetings by preparing financial planning materials, reviewing account information, and following up on next steps.</li><li>Gain hands-on exposure to financial planning and investment advisory services.</li><li>Proactively track client requests, coordinate deliverables, and ensure action items are completed in a timely manner.</li><li>Identify opportunities to enhance the client experience and help resolve questions or concerns.</li><li>Build trusted relationships with clients while continuing to develop your knowledge of the advisory business.</li></ul><p><br></p>
- 2026-11-12T00:58:50Z
- San Antonio, TX
- remote
- Temporary / Contract
- 18.00 - 20.00 USD / Hourly
- <p>We are seeking a professional and customer-focused Customer Service Representative to serve as the primary point of. The ideal candidate will provide exceptional service by answering inquiries, resolving issues, processing requests, and ensuring a positive customer experience. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.</p><p>Key Responsibilities</p><ul><li>Respond to customer inquiries via phone, email, chat, and in person when applicable.</li><li>Resolve customer concerns, complaints, and service-related issues in a timely and professional manner.</li><li>Process orders, account updates, payments, and service requests accurately.</li><li>Maintain detailed and accurate customer records in CRM and database systems.</li><li>Provide information regarding products, services, policies, and procedures.</li><li>Escalate complex issues to the appropriate department when necessary.</li><li>Follow up with customers to ensure issue resolution and customer satisfaction.</li><li>Meet established service levels, productivity goals, and quality standards.</li><li>Collaborate with internal departments to support customer needs and improve service delivery.</li><li>Maintain confidentiality of customer information and company records.</li></ul>
- 2026-11-10T19:38:46Z
- San Diego, CA
- onsite
- Temporary / Contract
- 19.00 - 22.00 USD / Hourly
- <p>Our client, a mission-driven organization in the nonprofit industry, is seeking a compassionate and service-oriented Customer Service Representative to support constituents, donors, members, and community partners. This role is ideal for someone with strong communication skills, a professional demeanor, and a passion for helping others in a fast-paced, purpose-driven environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for incoming calls, emails, and inquiries from donors, members, clients, and community stakeholders</li><li>Provide accurate information regarding programs, services, events, and organizational resources</li><li>Resolve customer and constituent concerns in a timely, professional, and empathetic manner</li><li>Maintain and update customer records, databases, and case notes with a high level of accuracy</li><li>Process forms, registrations, donations, and other service-related documentation</li><li>Escalate complex issues to the appropriate department as needed</li><li>Assist with outreach efforts, event support, and follow-up communications</li><li>Collaborate with internal teams to ensure excellent service delivery and a positive experience for stakeholders</li><li>Prepare basic reports and track service metrics as requested</li><li>Support special projects and general administrative tasks as needed</li></ul><p><br></p>
- 2026-11-11T18:13:45Z
- San Diego, CA
- remote
- Temporary to Hire
- 20.00 - 22.00 USD / Hourly
- <p>Our nonprofit organization is seeking a compassionate and service-oriented <strong>Customer Service Representative</strong> to support donors, community members, program participants and partners. This role is responsible for handling inquiries, providing accurate information, resolving issues and delivering a positive experience that reflects the mission and values of the organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to phone, email and in-person inquiries from donors, clients, volunteers and community partners</li><li>Provide accurate information about programs, services, events and general organization policies</li><li>Resolve routine concerns and escalate more complex issues to the appropriate team member</li><li>Maintain detailed and accurate records of interactions in the organization’s database or customer service system</li><li>Assist with donor acknowledgments, mailings, event support and administrative tasks as needed</li><li>Support program teams by coordinating appointments, registrations or service requests</li><li>Process forms, update contact information and help maintain clean and organized records</li><li>Deliver professional, empathetic and mission-driven service to all stakeholders</li><li>Collaborate with internal departments to ensure timely follow-up and issue resolution</li></ul><p><br></p>
- 2026-11-07T00:13:44Z
- Hunt Valley, MD
- onsite
- Permanent / Full Time
- 65000.00 - 75000.00 USD / Yearly
- <p>Robert Half is seeking a Customer Service Representative to join a growing manufacturing organization that values customer satisfaction, operational excellence, and strong cross-functional teamwork. This role serves as the primary point of contact for customers, ensuring accurate order processing, proactive communication, and timely resolution of customer inquiries. The ideal candidate will have experience supporting customers within a manufacturing environment and a strong understanding of order management, lead times, production schedules, and customer account support.</p><p><br></p><p>Key Responsibilities</p><p>Customer Relationship Management</p><ul><li>Serve as the primary point of contact for assigned customer accounts.</li><li>Build and maintain strong relationships with customers through professional, responsive communication.</li><li>Provide timely updates regarding order status, production schedules, shipments, and delivery commitments.</li><li>Manage customer expectations related to lead times, product availability, and expedited requests.</li><li>Coordinate with internal departments to ensure customer requirements are met.</li><li>Monitor customer performance metrics and assist with maintaining customer scorecards and service reports.</li><li>Escalate service, quality, or delivery concerns as needed and help drive resolution.</li></ul><p>Order Processing & Coordination</p><ul><li>Enter customer orders accurately into the ERP system.</li><li>Review customer purchase orders to verify product specifications, quantities, pricing, delivery requirements, and contractual terms.</li><li>Confirm order receipt and communicate expected delivery timelines.</li><li>Monitor open orders, backlog reports, and shipment schedules to identify and address potential delays.</li><li>Partner with production, planning, quality, inventory, and shipping teams to prioritize customer requirements and expedite orders when necessary.</li><li>Maintain accurate customer records and documentation.</li></ul><p>Returns & Issue Resolution</p><ul><li>Process customer returns, credits, and replacement requests.</li><li>Coordinate with internal departments to investigate product concerns and determine appropriate corrective actions.</li><li>Track return requests through completion and provide regular status updates to customers.</li><li>Ensure all customer issues are documented, resolved promptly, and closed professionally.</li><li>Support continuous improvement initiatives by identifying recurring customer concerns and recommending solutions.</li></ul><p>Reporting & Performance Tracking</p><ul><li>Generate customer account reports and service metrics.</li><li>Monitor on-time delivery performance, order accuracy, and customer satisfaction indicators.</li><li>Communicate account status updates and performance trends to management.</li><li>Assist in preparing customer-facing reports and business reviews.</li></ul><p><br></p><p><br></p>
- 2026-11-10T18:38:43Z
- Middletown, NY
- onsite
- Temporary / Contract
- 18.63 - 19.00 USD / Hourly
- <p>We are looking for a Customer Service Representative to join a healthcare-focused team in Middletown, New York on a Contract to Hire basis. This position supports members and partners by handling inquiries with professionalism, empathy, and strong follow-through. The role is ideal for someone who can stay organized in a fast-paced service environment while delivering clear communication and dependable issue resolution. Training for the Customer Service Representative role is conducted onsite, and the ongoing schedule is provided in advance with shifts that may include weekends.</p><p><br></p><p>Responsibilities:</p><p>• Handle inbound inquiries by asking thoughtful questions, listening carefully, and identifying the core issue behind each request.</p><p>• Review available information, conduct initial research, and assess the nature and urgency of each customer concern.</p><p>• Work with teams across the organization to obtain answers, coordinate next steps, and route complex matters to the appropriate contacts when needed.</p><p>• Place outbound calls to members, providers, brokers, pharmacies, or other parties to gather details and help bring issues to resolution.</p><p>• Strive to resolve concerns during the first interaction whenever possible while maintaining accuracy and service quality.</p><p>• Record each interaction thoroughly, including the concern raised, research completed, actions taken, and final outcome.</p><p>• Guide conversations with confidence and professionalism, using de-escalation techniques and empathy to support callers through sensitive situations.</p><p>• Provide timely updates to customers throughout the resolution process so they remain informed about status and next steps.</p><p>• Maintain attention to customer interactions while navigating systems, alerts, and multiple sources of information during the workday.</p>
- 2026-11-03T16:13:37Z
- Stockton, CA
- onsite
- Temporary / Contract
- 15.84 - 18.34 USD / Hourly
- We are looking for an experienced Customer Service Representative to support clients in Stockton, California through responsive, detail-oriented service in a fast-paced banking environment. This Long-term Contract position is ideal for someone who enjoys handling customer inquiries, maintaining accurate account records, and using sound judgment when addressing sensitive requests. The right candidate will be comfortable working with phone-based interactions and digital tools while delivering dependable support to business clients.<br><br>Responsibilities:<br>• Manage incoming and outgoing customer calls, providing timely assistance and clear follow-up on service-related questions.<br>• Record client interactions accurately in the organization’s system, including notes, status updates, and scheduled follow-up activities.<br>• Maintain customer records by updating account details and routing issues to the appropriate internal contact when additional support is needed.<br>• Assist with order entry and related service requests while ensuring information is complete and processed correctly.<br>• Use spreadsheets, shared calendars, video conferencing platforms, and web-based applications to coordinate daily customer service tasks.<br>• Recognize situations involving confidential or sensitive information and guide clients to approved secure submission methods when necessary.<br>• Escalate inquiries related to pricing, approvals, funding, or other specialized matters to the proper team for resolution.
- 2026-11-11T15:38:41Z