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1919 results for Client Service Associate in Norfolk, VA
- Middle River, MD
- onsite
- Temporary to Hire
- 18.00 - 22.00 USD / Hourly
- We are looking for a customer-focused Call Center Representative to support a busy service team. This contract position offers the opportunity to build long-term career growth while helping customers through timely, attentive phone support. The ideal candidate brings strong communication skills, comfort working across multiple systems, and a service-driven approach to resolving questions and concerns.<br><br>Responsibilities:<br>• Manage a steady flow of incoming customer calls while maintaining a courteous, attentive tone throughout each interaction.<br>• Respond to questions about services or account-related matters by providing clear, accurate information and practical solutions.<br>• Work across several computer platforms at once to locate details, review records, and complete customer requests efficiently.<br>• Show patience and understanding when addressing concerns, helping customers feel heard and supported during each conversation.<br>• Record call details thoroughly and make timely updates to customer accounts to ensure accurate documentation.<br>• Partner with coworkers and cross-functional teams to address more involved issues and move resolutions forward.<br>• Consistently work toward service levels, quality expectations, and other performance goals established for the team.<br>• Keep current on company procedures, service updates, and industry-related information to provide reliable support.
- 2026-11-11T21:33:46Z
- Sunnyvale, CA
- onsite
- Temporary / Contract
- 19.95 - 23.10 USD / Hourly
- <p>We are looking for a dependable and service-oriented Client Service Representative to support daily branch operations in California. This contract position is expected to run for 90 days and is ideal for someone who enjoys assisting customers, handling financial transactions accurately, and maintaining a detail-oriented branch experience. The role combines front-line client support with careful cash management, recordkeeping, and compliance with banking procedures.</p><p><br></p><p>Responsibilities:</p><p>• Process routine banking activity such as deposits, withdrawals, loan payments, and account-related requests with accuracy and efficiency.</p><p>• Respond to client questions and resolve account concerns in a courteous, solutions-focused manner that supports a positive branch experience.</p><p>• Explain available banking services, products, and promotional offerings to help customers identify appropriate solutions for their needs.</p><p>• Maintain precise transaction records, protect confidential financial information, and use banking systems to document activity and prepare required reports.</p><p>• Reconcile cash drawers at the end of each day, research any imbalances, and complete balancing tasks within established deadlines.</p><p>• Organize and secure cash and coin for vault storage while following branch cash-control procedures.</p><p>• Follow bank policies, security standards, and regulatory requirements when handling money, records, and sensitive customer data.</p><p>• Keep the teller area orderly and detail-oriented while contributing to a welcoming environment for customers and team members.</p><p>• Build strong relationships with branch clients through attentive service and consistent follow-through on routine banking needs.</p>
- 2026-11-05T00:28:40Z
- Middle River, MD
- remote
- Temporary / Contract
- 18.00 - 23.00 USD / Hourly
- <p>We are looking for a service-focused Call Center Representative to support customers from our Maryland location within the Energy/Natural Resources industry. This role is ideal for someone who thrives in a fast-paced environment, communicates clearly, and enjoys helping customers resolve questions efficiently. In this role, you will manage a steady flow of inbound calls, research account details across multiple systems, and create positive experiences through accurate and empathetic support.</p><p><br></p><p>Responsibilities:</p><ul><li>Respond to a large volume of incoming customer calls with professionalism, patience, and a solutions-oriented approach.</li><li>Guide customers through questions related to services, account details, and general support needs while providing clear and accurate information.</li><li>Use several computer programs at once to locate records, review relevant details, and complete tasks efficiently during live calls.</li><li>Address customer concerns with empathy and sound judgment to help achieve timely and satisfactory resolutions.</li><li>Record call details thoroughly and maintain up-to-date customer information within internal systems.</li><li>Partner with coworkers and cross-functional teams when issues require additional research or escalation.</li><li>Consistently work toward service goals and quality expectations established for the call center team.</li><li>Keep current on company guidelines, service updates, and industry-related information to support accurate customer communication.</li></ul>
- 2026-11-02T19:44:00Z
- Coxsackie, NY
- onsite
- Temporary to Hire
- 22.00 - 30.00 USD / Hourly
- <p><strong>Customer Service Lead</strong></p><p><em>Coxsackie, NY | Contract Opportunity</em></p><p><br></p><p>Are you a customer service professional who loves creating order, improving processes, and leading by example? We're partnering with a growing manufacturing organization in <strong>Coxsackie, NY </strong>seeking a <strong>Customer Service Lead </strong>who can elevate the customer experience while helping shape the future of the department.</p><p><br></p><p>This is more than a traditional customer service role. You'll serve as a key resource for customers, collaborate across multiple departments, streamline processes, develop standard operating procedures, and help build a customer service function that is efficient, responsive, and best-in-class. If you're someone who thrives in a fast-paced environment, enjoys solving problems, and is excited by the opportunity to make a lasting impact, we'd love to hear from you.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><p><strong>Lead Process Improvement & Team Development</strong></p><ul><li>Develop and maintain Standard Operating Procedures (SOPs) to create consistency, efficiency, and scalability.</li><li>Evaluate and modernize current customer service processes, workflows, and strategies.</li><li>Identify opportunities for continuous improvement and implement solutions that enhance service quality and operational performance.</li><li>Help establish best practices and support the ongoing growth of the customer service function.</li></ul><p><strong>Deliver an Exceptional Customer Experience</strong></p><ul><li>Become a trusted product resource and assist customers with product applications, order quantities, and related inquiries.</li><li>Respond promptly and professionally to customer requests while ensuring a high level of service and satisfaction.</li><li>Manage customer orders from entry through fulfillment, verifying pricing, shipping instructions, warehouse selection, and delivery requirements.</li><li>Prepare quotations, samples, and other customer requests accurately and efficiently.</li></ul><p><strong>Drive Operational Excellence</strong></p><ul><li>Partner closely with sales, operations, production, shipping, and warehouse teams to ensure customer expectations are met.</li><li>Monitor daily customer service and shipping activity, proactively identifying and resolving issues.</li><li>Track customer concerns, order discrepancies, and service trends while maintaining detailed documentation.</li><li>Ensure accuracy, accountability, and responsiveness across all customer-facing processes.</li></ul>
- 2026-10-27T13:58:42Z
- Encinitas, CA
- onsite
- Temporary / Contract
- 23.00 - 27.00 USD / Hourly
- <p>Our recruiting team is searching for a polished and detail-oriented Administrative Assistant to support a well-established legal practice. This position will provide a combination of administrative, document management, and client service support while helping attorneys and legal staff stay organized throughout the day. The ideal candidate is professional, dependable, and comfortable handling sensitive information. Someone who enjoys a structured office environment and takes pride in producing accurate, well-organized work will thrive in this opportunity.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide day-to-day administrative support to attorneys and legal support staff.</li><li>Prepare, format, proofread, and edit correspondence, legal documents, and client materials.</li><li>Coordinate calendars, meetings, appointments, and conference room reservations.</li><li>Answer incoming calls, direct inquiries, and assist with client communications.</li><li>Organize case files, maintain electronic records, and manage document filing.</li><li>Assist with scanning, copying, mailing, and processing confidential paperwork.</li><li>Track deadlines, follow up on outstanding documentation, and help maintain organized case calendars.</li><li>Coordinate incoming and outgoing mail, courier services, and document deliveries.</li><li>Assist with billing documentation, expense tracking, and general office administration.</li></ul><p><br></p>
- 2026-11-11T19:04:45Z
- Minneapolis, MN
- onsite
- Permanent / Full Time
- 55000.00 - 70000.00 USD / Yearly
- <p>We are looking for a Client Relationship Manager to join our clients team, in the twin Cities Minnesota. In this position, you will support private client operations by delivering attentive service, coordinating account-related activities, and helping financial services colleagues meet client needs efficiently. This opportunity is well suited for someone with a strong background in financial services who enjoys solving problems, managing details, and building trusted client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Oversee day-to-day client service operations, including preparing documents, processing requests, and coordinating account-related follow-up.</p><p>• Deliver responsive, personalized support by understanding each client’s circumstances and addressing questions or service needs in a timely manner.</p><p>• Partner closely with financial services colleagues and internal team members to maintain accurate workflows and uphold firm standards and regulatory expectations.</p><p>• Step in to assist other team members when coverage is needed due to workload demands or staff absences.</p><p>• Use internal platforms and service tools to manage client information, support business activity, and improve the overall service experience.</p><p>• Draft client-facing and internal correspondence in a clear, detail-focused manner while following established guidelines.</p><p>• Investigate account issues thoroughly and work across stakeholders to bring complex matters to a successful resolution.</p><p>• Maintain strict adherence to compliance requirements, firm procedures, and documentation standards.</p><p>• Take on additional administrative and client support duties as business needs evolve.</p>
- 2026-10-29T21:33:42Z
- San Diego, CA
- onsite
- Temporary / Contract
- 28.00 - 30.00 USD / Hourly
- <p>Our client is seeking a detail-oriented and customer-focused Service Coordinator to support daily operations and ensure timely coordination of service requests, scheduling, and communication between clients, vendors, and internal teams. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and can manage multiple priorities while delivering excellent service. The ideal candidate is organized, proactive, and able to maintain strong communication across all parties to help drive operational efficiency and customer satisfaction.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Coordinate and schedule service appointments, work orders, and technician assignments</li><li>Serve as a primary point of contact for clients, tenants, vendors, or internal teams regarding service-related requests</li><li>Monitor service timelines and follow up to ensure timely completion of work</li><li>Maintain accurate records of service calls, work orders, invoices, and related documentation</li><li>Communicate updates, delays, and resolutions clearly and professionally</li><li>Assist with billing support, data entry, and reporting as needed</li><li>Help prioritize urgent requests and escalate issues when appropriate</li><li>Support process improvements to enhance service delivery and office efficiency</li></ul><p><br></p>
- 2026-11-04T17:38:40Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 150000.00 - 160000.00 USD / Yearly
- <p><em>The salary range for this position is $150,000 - $160,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Independently lead workstreams on deals from $10M to $400M EV, serving as the primary driver for assigned areas of financial due diligence</li><li>Directly manage Analysts and Senior Analysts, providing guidance, oversight, and feedback to ensure quality and timely deliverables</li><li>Serve as primary point of contact for specific diligence areas, interacting regularly with clients, management teams, and private equity sponsors</li><li>Engage with clients and PE deal teams to deliver actionable insights, influencing deal terms and strategic decisions</li><li>Contribute to business development and proposal efforts, including drafting scopes of work, pricing, and pitch materials</li><li>Serve as interim finance leadership (e.g., Assistant Controller, FP& A lead) during integrations, standups, and standalone CFO Services engagements</li><li>Gain exposure to tax diligence, purchase accounting, post-close reconciliations, and more</li><li>Assist in executing and leading strategy and operations consulting engagements</li><li>Join a lean team where your voice matters and your development is prioritized</li></ul><p>What You’ll Do</p><ul><li>Lead small FDD and other engagements, and be a key contributor on larger, more complex projects</li><li>Review and refine analyses prepared by junior staff, ensuring accuracy, consistency, and clarity in all work products</li><li>Synthesize financial findings into client-ready deliverables, presenting clear narratives supported by rigorous analysis</li><li>Manage client and target communications, responding promptly to requests and proactively addressing issues</li><li>Assist in scoping and budgeting new engagements, providing input based on prior experience and understanding of client needs</li><li>Collaborate with legal counsel on purchase agreements; provide inputs for earnouts, TSAs, etc.</li><li>Build or review LBO models and valuation bridges to support client negotiations and IC materials</li><li>Lead and execute in post-close activities, including opening balance sheet setup, ASC 805 entries, and reporting processes</li></ul><p><br></p>
- 2026-10-23T15:08:42Z
- Santa Monica, CA
- onsite
- Temporary / Contract
- 19.94 - 20.00 USD / Hourly
- We are looking for an Office Servies Associate to support daily copy, mail, and general back-office operations for a client site in California. This is a contract position suited for someone who enjoys delivering dependable service in a fast-paced work environment and can balance physical and digital document workflows. The role also provides support across related administrative service areas as business needs require, while maintaining high standards for accuracy, responsiveness, and confidentiality.<br><br>Responsibilities:<br>• Maintain accurate service records and confirm all work requests are complete before starting each assignment.<br>• Handle day-to-day reprographics, mail distribution, intake, and document support tasks in accordance with established operating guidelines.<br>• Sequence incoming assignments effectively to keep work moving on schedule and meet committed turnaround times.<br>• Communicate promptly with clients or leadership when priorities shift, deadlines are at risk, or clarification is needed.<br>• Inspect completed work for accuracy and quality, and help uphold service standards across the team.<br>• Resolve routine copier, scanner, and mailroom equipment issues and escalate more complex problems when necessary.<br>• Replenish paper, toner, and other production materials to keep equipment ready for continuous use.<br>• Organize workload based on urgency, volume, and service expectations while using resources efficiently and following site policies.<br>• Support additional office services needs such as hospitality, reception, facilities, or audio/visual coordination when required.<br>• Move and handle boxes, paper, and supplies regularly, including lifting items up to 50 pounds as part of daily operations.
- 2026-11-02T14:18:35Z
- Los Angeles, CA
- onsite
- Temporary / Contract
- 19.00 - 20.00 USD / Hourly
- We are looking for an Office Services Associate to support daily back-office operations and provide high-quality service to internal and client-facing teams. This is a Contract position suited for someone who thrives in a fast-moving work setting and can balance administrative support, document handling, and service coordination with accuracy and discretion. The ideal candidate brings strong communication skills, sound judgment, and the ability to keep multiple workflows moving efficiently while maintaining a dependable presence.<br><br>Responsibilities:<br>• Coordinate day-to-day office support activities across functions such as copy and print services, mail handling, document intake, reception, hospitality, and other administrative service areas as needed.<br>• Guide workflow for assigned service lines by prioritizing incoming requests, distributing tasks effectively, and helping ensure deadlines are met in a busy environment.<br>• Produce, scan, copy, and organize physical and electronic documents with close attention to quality, completeness, and confidentiality.<br>• Support mailroom operations by receiving, sorting, distributing, and processing inbound and outbound deliveries in a timely and accurate manner.<br>• Assist with front-desk and phone coverage, including answering a multi-line phone system, directing inquiries, and providing courteous assistance to employees and visitors.<br>• Monitor service standards and help reinforce established procedures, policy compliance, and consistent execution of office processes among team members.<br>• Handle sensitive business materials with discretion while maintaining organized records and dependable administrative support across departments.<br>• Identify service issues, resolve routine operational problems independently, and escalate more complex matters when additional leadership support is needed.
- 2026-11-09T22:24:04Z
- San Mateo, CA
- remote
- Temporary / Contract
- 27.00 - 35.00 USD / Hourly
- <p>Robert Half is seeking a detail-oriented and proactive Administrative Assistant to support daily office operations and ensure a seamless experience for both internal teams and external stakeholders. This role is ideal for someone who enjoys wearing multiple hats, thrives in a fast-paced environment, and takes pride in keeping processes organized and running efficiently.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support to department leaders and team members</li><li>Manage calendars, schedule meetings, and coordinate appointments</li><li>Answer and direct incoming phone calls and emails professionally</li><li>Prepare, edit, and distribute correspondence, reports, and presentations</li><li>Maintain electronic and paper filing systems</li><li>Assist with data entry, record management, and document preparation</li><li>Coordinate office supplies, vendor relationships, and facility requests</li><li>Support travel arrangements, expense reports, and meeting logistics</li><li>Serve as a point of contact for visitors, clients, and employees</li><li>Assist with special projects and other administrative duties as assigned</li></ul><p><br></p><p><br></p>
- 2026-11-02T22:54:03Z
- San Diego, CA
- onsite
- Temporary / Contract
- 30.00 - 33.00 USD / Hourly
- <p>Our client is seeking a detail-oriented and customer-focused Service Coordinator to support daily service operations and ensure a high level of client satisfaction. This role is ideal for someone who thrives in a fast-paced environment, enjoys coordinating schedules and resources, and can effectively communicate with customers, technicians, and internal teams.</p><p><br></p><p>The Service Coordinator will be responsible for managing service requests, scheduling appointments, tracking work orders, and serving as a key point of contact throughout the service process. The ideal candidate is organized, proactive, and committed to delivering excellent support.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate and schedule service appointments, work orders, and technician assignments</li><li>Serve as a primary point of contact for customers regarding service requests and updates</li><li>Monitor service timelines and ensure timely follow-up on open issues</li><li>Maintain accurate records of service activities, customer communications, and scheduling details</li><li>Communicate with internal teams and external clients to ensure smooth service delivery</li><li>Assist with preparing reports, documentation, and service-related correspondence</li><li>Resolve scheduling conflicts and escalate issues as needed</li><li>Support process improvements to enhance efficiency and customer experience</li></ul><p><br></p>
- 2026-11-04T17:43:47Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 105000.00 - 125000.00 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>✨ Associate Advisor</p><p>📍 San Ramon, CA (On-Site)</p><p>🏢 Thriving Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits + Long-Term Incentives</p><p><br></p><p>A growing and highly respected wealth management firm overseeing billions in client assets is seeking an <strong>Associate Advisor</strong> to join a successful advisory team serving high-net-worth individuals, families, and retirement plan clients. This is an exceptional opportunity to gain hands-on experience in comprehensive financial planning while working alongside experienced advisors in a collaborative, growth-oriented environment.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Partner with Senior Advisors to deliver comprehensive wealth management and financial planning services</li><li>Prepare and update financial plans covering retirement, investment, tax, insurance, and estate planning strategies</li><li>Participate in client meetings and assist with relationship management initiatives</li><li>Conduct financial analysis, planning research, and investment-related due diligence</li><li>Prepare meeting materials, recommendations, and client review presentations</li><li>Coordinate implementation of planning recommendations and follow up on client action items</li><li>Collaborate with client service, operations, and compliance teams to deliver an exceptional client experience</li><li>Support retirement plan participants and business-owner clients through ongoing service and planning discussions</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T22:08:42Z
- Jacksonville, FL
- onsite
- Temporary / Contract
- 17.10 - 19.80 USD / Hourly
- <p>We are looking for a fully on-site, Member Services Representative to support members with day-to-day financial transactions and account-related service needs in our Jacksonville, Florida offices. This Long-term Contract position is ideal for someone who enjoys delivering attentive service, handling cash accurately, and helping members understand solutions that fit their financial goals. The person in this role will contribute to branch success by completing transactions efficiently, maintaining compliance standards, and building positive member relationships through every interaction.</p><p><br></p><p>Responsibilities:</p><p>• Ability to work Monday through Friday fully on-site in our Jacksonville Florida based offices </p><p>• Engage members in meaningful conversations to understand their banking needs and provide appropriate service options.</p><p>• Handle routine financial transactions such as deposits, loan payments, transfers, withdrawals, and other teller activities with accuracy and efficiency.</p><p>• Open new accounts, update existing account details, and add services while following established policies and compliance requirements.</p><p>• Investigate member questions related to accounts, services, and transactions, and resolve issues in a timely and thorough manner.</p><p>• Recommend relevant products and refer lending opportunities by maintaining working knowledge of consumer and mortgage offerings.</p><p>• Balance an assigned cash drawer each day, maintain approved cash limits, and support deposit processing activities under dual-control procedures.</p><p>• Monitor transactions for unusual activity, follow internal security practices, and help safeguard the branch against fraud or forged documents.</p><p>• Support branch outreach, service initiatives, electronic member requests, and additional operational duties as needed, including backup coverage for team functions.</p><p>• Assist with regulatory and audit-related procedures, including adherence to Bank Secrecy Act and Anti-Money Laundering requirements.</p><p>• Travel to other branch locations when needed and provide language support or outbound member communication as assigned.</p>
- 2026-11-11T16:33:43Z
- Parsippany, NJ
- onsite
- Permanent / Full Time
- 50000.00 - 65000.00 USD / Yearly
- <p>Our client, a growing healthcare and life sciences organization, is seeking a highly organized Office Assistant to support daily business operations. This is an excellent opportunity for someone who enjoys variety in their day, takes initiative, and is eager to learn. The role will support multiple departments including Operations, HR, Finance, and Executive Leadership while helping keep a small, collaborative office running smoothly.</p><p>Responsibilities</p><ul><li>Provide general administrative and office support</li><li>Answer phones, greet visitors, and receive packages</li><li>Manage outgoing mail, checks, bank deposits, and office shipments</li><li>Coordinate executive travel arrangements, client meetings, and reservations</li><li>Assist with expense reports and expense tracking</li><li>Support employee onboarding, benefits administration, and other HR-related tasks</li><li>Maintain files, records, and office documentation</li><li>Assist with contract renewals and various business reporting activities</li><li>Take detailed meeting notes and follow through on action items</li><li>Order office supplies and help maintain inventory</li><li>Partner with team members across multiple departments on special projects and administrative needs</li></ul><p><br></p>
- 2026-10-16T15:13:42Z
- Concord, CA
- onsite
- Temporary to Hire
- 27.50 - 29.50 USD / Hourly
- <p>We are looking for an Administrative Assistant to support campsite reservation operations and general office coordination in Concord, California. This contract to hire opportunity is ideal for someone who enjoys balancing customer service, detailed recordkeeping, and day-to-day administrative support in a fast-paced environment. The role will serve as a key point of contact for members, assist with reservation activity and camp communications, and help maintain organized office processes that support smooth operations.</p><p><br></p><p>Administrative Assistant - Camp Responsibilities:</p><p>• Process camp reservation requests and respond to all member inquiries.</p><p>• Manage, assign, and oversee reservations, including the annual lottery for two California campsites.</p><p>• Review and authorize reservation refunds when appropriate.</p><p>• Document, track, and address issues reported by camp hosts or members, elevating concerns to the Office Manager or President as needed.</p><p>• Process charges for cabin cleaning when reported and documented by camp hosts.</p><p>• Support camp hosts and escalate operational concerns to management when necessary.</p><p>• Maintain and manage camp waitlists and fill vacancies promptly.</p><p>• Prepare and reconcile daily logs for reservations, payments, and cancellations.</p><p>• Approve, document, and notify hosts of upcoming service animal accommodations.</p><p>• Prepare and distribute reservation forms, brochures, and updated camp flyers.</p><p>• Review the website regularly and submit updates to the Director of Marketing.</p><p>• Maintain the Camps Desk manual</p><p>• Maintain all records related to reservations, cancellations, refunds, and complaints.</p><p>• Coordinate work party dates, assignments, and communications with camp hosts.</p><p>• Assist the President with tasks supporting the successful operation of all camps.</p><p>• Communicate last-minute reservation changes to camp hosts as needed.</p><p>• Promote union membership.</p><p>• Collaborate with management and IT to improve camp procedures.</p><p>• Update the annual calendar of special events with the Office Manager and President before posted on website.</p><p>• Reserve cabins that are required for management inspections before the new calendar year is posted on website.</p><p>• Prepare and submit articles for company bulletin.</p><p><br></p><p>Additional Administrative Responsibilities:</p><p>• Create camp certificates upon request from the Office Manager or Director of Marketing.</p><p>• Process retiree payments as time permits.</p><p>• Collaborate with staff to develop and implement improvements to office operations.</p><p>• Pick up and process mail in the absence of Administrative Support personnel.</p><p>• Provide administrative support to the office as needed.</p><p>• Attend New Hire Orientation (NHO) approximately once per month.</p><p><br></p><p>If you are interested in the Administrative Assistant role, please apply today!</p>
- 2026-11-13T17:58:45Z
- San Leandro, CA
- onsite
- Temporary / Contract
- 28.50 - 33.00 USD / Hourly
- We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Long-term Contract position based in San Leandro, California. This role will help keep daily department operations organized by managing routine tasks, supporting communication, and assisting with document and spreadsheet work. The ideal candidate is dependable, detail-oriented, and comfortable working onsite in a manufacturing environment while adapting to shifting priorities and team needs.<br><br>Responsibilities:<br>• Coordinate day-to-day administrative activities such as organizing records, entering information accurately, and managing written communications.<br>• Support the customer service team by taking on routine and overflow assignments so core staff can focus on higher-priority work.<br>• Create, update, and format business documents using Microsoft Word to ensure materials are clear and professionally prepared.<br>• Maintain and revise spreadsheets in Microsoft Excel to track information, organize data, and support reporting needs.<br>• Use Microsoft Outlook to manage emails, schedule-related tasks, and assist with timely follow-up communication.<br>• Help improve departmental workflow by staying responsive to requests and contributing to efficient task completion.<br>• Collaborate with team members across the department and provide assistance wherever additional support is needed.
- 2026-10-30T23:14:04Z
- Los Angeles, CA
- remote
- Permanent / Full Time
- 300000.00 - 400000.00 USD / Yearly
- <p>Our client, a well-established probate firm in Southern California is seeking a Partner-level Estate Planning Attorney to launch, lead, and scale the firm’s new Estate Planning division. This is a practice-leadership role, not solely a client-service position. The Division Lead will set the division’s legal and client-service standards; supervise all estate planning work; build and manage the team, workflows, and quality-control systems; partner with the firm’s business departments to develop a scalable operating model; and take an active role in intake, conversion, business development, and referral-source growth. </p><p><br></p><p><strong><em><u>This Partner can work hybrid remote or 100% remote in California.</u></em></strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Launch and lead firm’s Estate Planning division, with responsibility for its legal work, client experience, people, processes, growth strategy, and overall performance.</li><li>Serve as the supervising attorney for all estate planning matters, regardless of origination, and establish standards for legal analysis, drafting, review, execution, funding, documentation, and follow-up.</li><li>Personally lead sophisticated matters involving trusts, wealth transfer, tax-sensitive planning, business succession, asset protection, and complex family or ownership structures.</li><li>Supervise, mentor, and evaluate attorneys and legal support staff; establish clear roles, capacity expectations, quality controls, and accountability within the division.</li><li> Work with internal teams to document the division’s procedures, forms, templates, decision trees, and training materials</li><li>Partner with internal teams to design standardized, measurable workflows; improve document automation and task templates; and use data and responsible technology to increase consistency, capacity, and efficiency.</li><li>Partner with internal teams to define ideal client profiles, intake criteria, consultation protocols, pricing, engagement terms, and follow-up processes, and remain actively involved in converting qualified prospects into clients.</li><li>Develop the division’s book of business through professional referral relationships, networking, speaking, thought leadership, strategic partnerships, and collaboration with Marketing. The firm will put its full institutional support behind the Division Lead’s professional profile in the legal community, including pursuing speaking opportunities, awards and other recognition, strategic introductions, and high-value networking opportunities.</li><li>Work with accounting and firm leadership to develop and monitor the division’s budget, pricing, revenue, collections, staffing leverage, capacity, matter economics, and profitability.</li><li>Collaborate with firm’s Litigation and Administration divisions on planning and tax issues, cross-referrals, potential disputes, administration considerations, and conflict-sensitive transitions across the client lifecycle.</li><li>Participate in firm’s leadership and goal-setting, including partnership meetings, retreats, and cross-department initiatives.</li></ul><p><strong>Billables</strong></p><p>The position includes a 1,650-hour annual billable expectation, with the final structure subject to agreement based on the anticipated mix of client work, supervision, business development, and division-management responsibilities.</p>
- 2026-11-06T08:39:08Z
- San Ramon, CA
- remote
- Permanent / Full Time
- 100000.00 - 130000.00 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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T03:08:45Z
- San Ramon, CA
- remote
- Permanent / Full Time
- 105000.00 - 135000.00 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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T22:23:38Z
- St. Cloud, MN
- onsite
- Temporary to Hire
- 20.00 - 23.00 USD / Hourly
- <p>We are looking for a customer-focused Sales Assistant to join a growing team in St. Cloud, Minnesota. This Contract to permanent opportunity is ideal for someone who enjoys solving customer needs, supporting sales activity, and building strong client relationships in an industrial distribution environment. In this role, you will contribute to both day-to-day customer support and sales coordination while gaining experience that can lead to future advancement.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries by identifying product needs, gathering details, and guiding clients toward appropriate solutions.</p><p>• Prepare accurate pricing information and formal quotations to support purchasing decisions and sales activity.</p><p>• Process incoming orders efficiently while maintaining attention to detail across order entry and related documentation.</p><p>• Provide administrative and operational support to outside sales representatives to help keep accounts moving forward.</p><p>• Follow up after orders are placed to address questions, resolve issues, and maintain a high level of customer satisfaction.</p><p>• Build productive relationships with customers through phone and email communication, ensuring timely and attentive service.</p><p>• Contribute to monthly sales performance objectives by supporting account activity and identifying opportunities to better serve customers.</p><p>• Maintain organized records and update customer, order, and sales information within internal systems and spreadsheets.</p>
- 2026-11-13T22:43:48Z
- West Islip, NY
- onsite
- Temporary to Hire
- 22.80 - 26.40 USD / Hourly
- <p>We are looking for a detail-oriented Legal Intake and Call Receptionist to support a busy legal team. This contract-to-permanent opportunity is ideal for someone who communicates with empathy, stays organized in a fast-paced setting, and can manage client interactions with discretion. The person in this role will serve as a key point of contact for prospective and current clients while helping ensure intake details, records, and scheduling tasks are handled accurately and efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Conduct initial conversations with prospective clients, using established intake methods to collect complete and relevant case information.</p><p>• Record details such as incident timelines, involved parties, injuries, treatment history, and important legal deadlines with a high degree of accuracy.</p><p>• Enter and maintain intake data in the firm's case tracking system so records remain current and organized.</p><p>• Coordinate consultation appointments and quickly direct urgent or deadline-sensitive matters to the appropriate team member.</p><p>• Keep prospective clients informed about where they are in the review process and respond to routine status-related questions.</p><p>• Communicate clearly with existing clients, relay messages, and forward legal or case-specific questions to attorneys or paralegals.</p><p>• Maintain thorough documentation of phone calls, voicemail messages, follow-up efforts, and other client communications.</p><p>• Support case evaluation by requesting, collecting, and tracking records, forms, authorizations, and other needed documentation.</p><p>• Assist with day-to-day administrative work such as scanning, filing, mailing, correspondence, and data entry while safeguarding confidential information.</p><p>• Perform additional office and client-service duties as needed to support legal operations.</p>
- 2026-11-13T15:18:45Z
- Minneapolis, MN
- onsite
- Permanent / Full Time
- 120000.00 - 150000.00 USD / Yearly
- <p>We are looking for an accomplished, detail-oriented commercial lending specialist to join our banking team in the Twin Cities, Minnesota. This role focuses on building long-term business relationships, expanding commercial banking partnerships, and delivering sound lending solutions that support client and bank growth. The ideal candidate brings strong credit judgment, a consultative approach to business development, and the ability to manage a high-quality commercial portfolio from origination through ongoing servicing.</p><p><br></p><p>Responsibilities:</p><p>• Develop new commercial banking relationships through community involvement, networking, referrals, and proactive outreach to prospective clients.</p><p>• Grow existing client accounts by identifying borrowing, deposit, and cash management opportunities that align with each business customer’s needs.</p><p>• Guide clients through lending options, gather required documentation, and structure financing solutions that reflect sound underwriting practices.</p><p>• Analyze financial statements, tax returns, collateral details, and other supporting information to assess creditworthiness and recommend appropriate loan terms.</p><p>• Make credit decisions within assigned authority levels and prepare well-supported presentations for larger requests requiring committee approval.</p><p>• Oversee the commercial loan process from initial prospecting through closing, renewal, collection activity, and final payoff.</p><p>• Perform portfolio monitoring activities, including annual relationship reviews, site visits, and collateral inspections, to maintain strong asset quality.</p><p>• Address delinquent accounts promptly and take appropriate action to protect portfolio performance and minimize credit risk.</p><p>• Partner with internal teams to deliver responsive service, ensure regulatory compliance, and provide effective banking solutions for commercial clients.</p>
- 2026-11-06T14:48:43Z
- Sioux Falls, SD
- onsite
- Temporary to Hire
- 20.00 - 21.00 USD / Hourly
- <p>We are looking for a Claims Representative to join a finance consulting team in South Dakota. This contract position with permanent potential is ideal for someone who enjoys helping customers, handling a steady volume of inbound calls, and delivering accurate support in a fast-paced environment. The role requires strong communication, dependable office skills, and comfort using customer service platforms to resolve questions efficiently.</p><p><br></p><ul><li>Serve as a primary point of contact for incoming claims-related calls and inquiries.</li><li>Deliver exceptional customer service to customers, beneficiaries, agents, attorneys, and other authorized parties.</li><li>Review and research account, policy, contract, and claim information to determine benefit eligibility and payment status.</li><li>Explain claims processes, requirements, and next steps clearly and professionally.</li><li>Accurately document customer interactions and maintain detailed records.</li><li>Investigate and resolve customer concerns, escalating complex issues when appropriate.</li><li>Navigate multiple systems and applications to gather information and process requests.</li><li>Maintain compliance with company policies, procedures, and applicable regulations.</li><li>Meet or exceed service, quality, productivity, and performance goals.</li><li>Collaborate with team members to ensure a positive customer experience and efficient workflow.</li><li>Participate in ongoing training, coaching, and process improvement initiatives.</li><li>Support special projects and other departmental responsibilities as needed.</li></ul><p><br></p>
- 2026-11-05T22:24:07Z
- Eugene, OR
- remote
- Temporary / Contract
- 20.00 - 25.00 USD / Hourly
- <p>We are seeking a reliable Bilingual Spanish Administrative Assistant to support daily office operations and provide administrative assistance across departments. The ideal candidate is professional, organized, and able to communicate effectively in both English and Spanish while delivering excellent customer service to clients, visitors, and team members.</p><p>Responsibilities</p><ul><li>Answer and route phone calls in English and Spanish.</li><li>Greet and assist clients, visitors, and employees.</li><li>Schedule meetings, appointments, and maintain calendars.</li><li>Draft correspondence and maintain records and files.</li><li>Organize filing systems and office documentation.</li><li>Manage office supplies and vendor orders.</li><li>Translate basic verbal and written communications as needed.</li><li>Support managers and team members with administrative tasks.</li><li>Perform general office duties, including data entry and document management.</li></ul><p><br></p>
- 2026-11-14T00:48:43Z