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305 results for Switchboard Operator in Pageviewevent

Receptionist

Eugene, OR
remote
Temporary
18.00 - 25.00 USD / Hourly
We are seeking a personable and organized Receptionist to join our team. In this essential front office role, you will create a positive first impression for visitors while ensuring the office runs smoothly. The ideal candidate excels at customer service, keeps details in check, and can seamlessly handle multiple priorities.Key Responsibilities:<ul><li>Provide a warm, professional welcome to all visitors and assist with their needs.</li><li>Answer and direct incoming calls efficiently to the appropriate departments.</li><li>Keep the reception area tidy, organized, and inviting.</li><li>Promptly manage incoming and outgoing mail and deliveries.</li><li>Schedule and coordinate appointments and meetings.</li><li>Support general office operations with administrative tasks including filing, copying, and printing.</li><li>Oversee office supplies inventory and restock as needed.</li></ul>
2026-04-02T21:48:46Z

Customer Service Specialist

Chicago, IL
onsite
Temporary
30.00 - 32.00 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in Chicago, Illinois. This long-term contract position offers an opportunity to provide exceptional support to customers while contributing to the efficient handling of orders and inquiries. If you thrive in a fast-paced environment and enjoy problem-solving, this role is perfect for you. The Position pays between $30.00-32.00 an hour. Primary Responsibilities:• Develop mutually rewarding working relationships with customers through superior customer service• Receive and process orders with an exceptional accuracy level of 95% or better into order system• Send customer confirmation of order receipt within 3 hours of order entry• Update/add customer account information as needed (i.e. contact information, product usage, shipping information, etc.)• Serve as the customers advocate by solving problems on the customer’s behalf by engaging right departments and people (including but not limited to product specs, logistical issues, or other related issues)• Review, edit and report on the company’s on time in full (OTIF) performance• Coordinate with logistics to record and maintain freight rates systematically and in compliance with customer contracts• Review outbound reports to ensure customer orders are shipped in accordance with schedule and communicate with customer or logistics to resolve any missed or late shipments• Process, monitor and review various customer reports or account information and communicates to the customer or sales team• Cross check other customer account specialists order entries for accuracy daily• Support other customer accounts as needed• Provide necessary follow-up and initiates correspondence to customers• Achieve KPI’s set forth by the company and/or department• Perform other duties as assigned
2026-04-07T14:08:46Z

2nd shift Customer Service Representative

Hebron, KY
onsite
Temporary
20.00 - 21.00 USD / Hourly
The Service Team is looking to add new members with a strong Customer Service mentality! 2nd shift Service Coordinators are needed to help customers navigate. These coordinators remain highly professional, courteous, and knowledgeable whilst working with customers and vendors alike.Responsibilities: • Provide excellent customer service while speaking with customers and vendors, in accordance with training• Resolve on-demand customer requests and provide customers with product and service information• Communicate clear expectations of costs and estimated time of arrival• Follow up with customers in a timely manner to keep them informed• Create service estimates, complete billing process and collect payments• Use sales skills to overcome customer objections and persuade prospects to proceed with service rather than shopping competitors• Provide sales information to interested prospects and forward contact information to an Inside Sales team member when necessary• Identify and escalate priority issues and route calls to appropriate resource• Achieve monthly targets for close percentage, gross profit per job and other targets Qualifications:• Two-year Associated Degree preferred, minimum High School diploma• Experience in (inbound and outbound) sales and customer service preferred• Logistics coordinators, freight brokers, dispatching experience is a plus• Able to provide exceptional customer service and amicably resolve disputes with customers and vendors• Able to work under pressure and handle multiple requests• Multi-tasking and Attention to detail are required• This position requires sitting at a work station carrying out a variety of both manual and computerized data entry and processing tasks• Experience effectively using computers and learning new computer programs• One weekend shift per week required• Flexibility with schedule to assist with a 24/7 365 environment (Will be required to work some holidays) Please note that this Job Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
2026-03-25T14:58:45Z

Front Desk Coordinator — Real Estate / Property Management

Pauma Valley, CA
remote
Temporary
20.00 - 25.00 USD / Hourly
In industries like real estate and property management, the front desk is more than just a checkpoint — it’s the hub of communication, coordination, and first impressions. A growing property management firm in San Diego is hiring a Front Desk Coordinator to support daily office flow and client interaction. Roles like this are consistently popular due to high turnover and steady demand in service-based industries. You’ll be responsible for managing incoming traffic, coordinating requests, and ensuring the office runs smoothly throughout the day. Key Responsibilities<ul><li>Greet clients and visitors</li><li>Answer and route calls</li><li>Coordinate appointments and schedules</li><li>Assist with administrative support tasks</li><li>Maintain front office organization</li><li>Handle incoming mail and deliveries</li><li>Support team communication</li></ul>
2026-04-09T23:43:44Z

Medical Customer Service Rep - Elk Grove

Carmichael, CA
onsite
Temporary
22.00 - 25.00 USD / Hourly
We are looking for a dedicated Medical Customer Service Representative to join our team on a contract basis in Carmichael, California. In this role, you will provide essential support to patients and medical staff by ensuring smooth communication and high-quality service delivery. This is a permanent position offering valuable experience in a fast-paced outpatient setting. Responsibilities: • Respond promptly to patient inquiries, providing accurate information and exceptional service. • Assist with scheduling appointments and managing patient calendars efficiently. • Verify medical insurance details and update patient records accordingly. • Handle inbound calls related to billing, scheduling, and general patient concerns. • Maintain and organize medical charts, ensuring data accuracy and confidentiality. • Perform reminder calls for upcoming appointments to enhance patient compliance. • Utilize electronic practice management systems to streamline office operations. • Collaborate with medical staff to optimize clinic workflows and patient experience. • Ensure compliance with all relevant medical office policies and procedures. • Operate standard office equipment and software to support daily administrative tasks.
2026-04-07T21:48:47Z

Customer Service Rep

Enola, PA
onsite
Temporary
19.00 - 22.00 USD / Hourly
We’re partnering with a company in the Enola area that’s looking to add dependable and customer‑focused Customer Service Representatives to their team. This is a great opportunity for someone who enjoys helping others and wants steady work in a professional environment. What You’ll Be Doing<ul><li>Answering inbound customer calls</li><li>Assisting customers with questions, concerns, and requests</li><li>Entering and updating information accurately in the system</li><li>Providing friendly, professional support on every interaction</li></ul>
2026-04-13T18:04:06Z

Member Services Representative

Sacramento, CA
onsite
Temporary
26.00 - 28.00 USD / Hourly
We are looking for a dedicated Member Services Representative to join our team in Sacramento, California. In this long-term contract role, you will be responsible for delivering exceptional service to members, ensuring their inquiries and concerns are handled efficiently and professionally. If you thrive in a fast-paced environment and enjoy connecting with people, this position offers an excellent opportunity to showcase your customer service skills. Responsibilities: • Respond to inbound calls from members and provide clear and accurate information regarding their inquiries. • Address member concerns with professionalism and empathy, ensuring a positive experience. • Manage patient intake processes efficiently while maintaining attention to detail. • Utilize computer systems, including Salesforce, to document interactions and track member information. • Handle both inbound and outbound calls to resolve issues and assist members effectively. • Demonstrate proficiency in navigating a fast-paced call center environment. • Collaborate with team members to meet service-level agreements and organizational goals. • Provide support to veterans and ensure their specific needs are met with care. • Maintain compliance with all company policies and procedures during member interactions. • Continuously improve processes to enhance the overall member experience.
2026-04-08T18:13:49Z

Front Desk Coordinator

South San Francisco, CA
remote
Temporary
21.00 - 24.00 USD / Hourly
Robert Half is looking for an entry level Front Desk Coordinator to for a long term - 26 weeks contract with a large, reputable company. In this role, you will serve as the first point of contact for visitors and employees, ensuring smooth daily operations and providing exceptional administrative support. This is a long-term contract position ideal for someone who thrives in a dynamic environment and is passionate about making a positive impact. Responsibilities:<ul><li>Greet and assist visitors, employees, and senior executives, ensuring a welcoming and detail-oriented environment.</li><li>Oversee workplace security by issuing and collecting badges and maintaining accurate visitor logs.</li><li>Manage incoming and outgoing mail, including sorting, distributing, and coordinating shipments through FedEx and other carriers.</li><li>Answer and direct incoming calls to the appropriate individuals with efficiency and a high standard of service.</li><li>Maintain and order office supplies, ensuring stock levels meet the needs of the office.</li><li>Assist with creating purchase orders and reconciling procurement processes.</li><li>Provide administrative support to the Office Manager and other departments as needed.</li><li>Take ownership of assigned tasks and ensure timely and accurate completion.</li><li>Coordinate and organize office functions, including scheduling and planning as required.</li></ul>
2026-04-03T22:53:43Z

Customer Experience Specialist

Ann Arbor, MI
onsite
Temporary
19.00 - 22.00 USD / Hourly
We are looking for a Customer Experience Specialist to provide detail-oriented and customer-focused support during a university commencement event. This is a contract position based in Ann Arbor, Michigan, where you will play a key role in ensuring the event runs smoothly and graduates and guests have an exceptional experience. Responsibilities: • Guide graduating students in completing their index cards and assist photographers with organizing and calling graduates to the stage. • Manage line control by directing students to their designated areas, maintaining order, and verifying names against lists as graduates are announced. • Distribute and collect name cards for graduates, ensuring accuracy and efficiency throughout the process. • Hand out business cards and assist with the organization, setup, and breakdown of event equipment. • Provide clear communication and support to guests, answering questions and addressing any concerns promptly.
2026-04-06T00:48:45Z

Customer Service Representative

Eugene, OR
remote
Temporary
18.00 - 23.00 USD / Hourly
We are seeking an experienced Customer Service Representative to become an integral part of our team. In this role, you will play a key part in ensuring high customer satisfaction by efficiently addressing inquiries, concerns, and issues.Key Responsibilities:<ul><li>Promptly respond to customer inquiries with professionalism and courtesy.</li><li>Effectively handle and resolve customer complaints and escalations.</li><li>Process customer orders, forms, applications, and service requests accurately.</li><li>Offer detailed information regarding the company’s products and services.</li><li>Accurately document all customer interactions, including inquiries, complaints, and the actions taken.</li><li>Support team performance by ensuring compliance with established policies and procedures.</li><li>Build and maintain strong customer relationships by keeping database records up to date.</li><li>Complete additional tasks or projects as directed by management.</li></ul>
2026-04-02T21:44:15Z

Customer Service Representative

Wilmington, DE
onsite
Temporary
19.00 - 19.00 USD / Hourly
We are looking for a dedicated Customer Service Representative to join a team in Wilmington, Delaware. This is a long-term contract position offering the opportunity to assist customers with inquiries and claims related to unclaimed property. The ideal candidate will thrive in a fast-paced, customer-focused environment while delivering exceptional service. Responsibilities:• Handle inbound customer calls regarding unclaimed property inquiries and provide timely assistance.• Offer updates on claim statuses and guide customers through required documentation.• Assist claimants in navigating the online system and filing their claims accurately.• Search for and create claims within the company’s proprietary database system.• Perform accurate data entry and ensure compliance with established client procedures.• Review and analyze documentation to determine rightful ownership of claims.• Maintain detailed notes for each customer interaction in the claims database.• Escalate complex issues or concerns to management as necessary.• Identify and report discrepancies, patterns, or potential issues to supervisors.• Support additional administrative tasks and contribute to special projects as assigned.
2026-04-09T19:04:23Z

Customer Service

Louisville, KY
onsite
Permanent
41000.00 - 48000.00 USD / Yearly
Customer Support Specialist Location: Louisville, KY (onsite) A stable, privately held distribution and logistics company is seeking a Customer Support Specialist to support a high-volume, industrial client base. This organization has a long-standing presence in the market and offers strong stability and growth potential. Position Overview:<ul><li>Manage customer orders, inquiries, and updates</li><li>Coordinate with internal teams to ensure accurate and timely fulfillment</li><li>Support sales and assist with issue resolution</li><li>Maintain records and contribute to process improvements</li></ul>Benefits<ul><li>2 weeks PTO + 5 sick days</li><li>8 paid holidays</li><li>Health, dental, and vision insurance</li><li>Life insurance and EAP program</li><li>401(k) plan</li><li>Discretionary profit sharing</li></ul>
2026-03-31T20:04:22Z

Customer Service Specialist

Saukville, WI
onsite
Permanent
65000.00 - 78000.00 USD / Yearly
Robert Half is partnering with a manufacturing client in the recruiting for an Customer Service Representative to join their team due to growth focused on the order fulfillment process. In this role, you will be responsible for managing the end-to-end order workflow, from entering and processing sales orders to ensuring inventory availability, coordinating purchases when inventory is low, preparing quotes, and tracking shipments to guarantee timely delivery. This position bridges the gap between sales, operations, and customers to deliver excellent service and accurate order execution. Key Responsibilities:<ul><li>Enter and process sales orders promptly, ensuring accuracy and alignment with current inventory levels.</li><li>Monitor inventory availability; coordinate with purchasing to reorder products as needed.</li><li>Provide quotes to customers, answer product or order-related inquiries, and deliver timely follow-up.</li><li>Track orders from entry through shipment and delivery, proactively informing customers of status updates or delays.</li><li>Liaise with warehouse, shipping, and purchasing teams to resolve issues and ensure on-time fulfillment.</li><li>Maintain comprehensive customer order files and document all communications for each transaction.</li><li>Work with the sales department to clarify customer requirements and confirm contract terms.</li><li>Investigate and resolve customer concerns related to orders, shipments, or inventory with professionalism.</li><li>Support process improvements to streamline order entry, inventory tracking, and customer communications.</li></ul>
2026-04-13T13:58:42Z

Customer Outreach & Communications Support-Level 2 - Expe...

Juno Beach, FL
onsite
Temporary
20.00 - 23.00 USD / Hourly
We are looking for an experienced Customer Outreach & Communications Support specialist to join our team in Juno Beach, Florida. In this long-term contract position, you will play a vital role in building relationships with property owners, ensuring clear communication throughout project lifecycles, and maintaining compliance with established outreach policies. This role is ideal for someone with a strong background in community engagement and documentation management, who thrives in a collaborative environment. Responsibilities: • Conduct outreach to property owners to discuss project scope, proposed equipment placement, and gain agreement to proceed. • Maintain accurate documentation of customer agreements, property acknowledgments, and project communications. • Ensure compliance with approved outreach policies, procedures, and materials. • Collaborate closely with the Customer Outreach Specialist or Manager to enhance community awareness initiatives. • Facilitate communication throughout all stages of the project to keep stakeholders informed and engaged. • Manage project-specific documentation, including easements and agreements, to ensure smooth operations. • Monitor and report timesheets, expenses, and other administrative workflows in line with approved guidelines. • Support onboarding processes for new team members and ensure adherence to organizational standards. • Address customer inquiries promptly and courteously, ensuring high-quality service delivery. • Assist in validating outreach plans and ensuring alignment with organizational goals.
2026-03-23T20:33:42Z

CSR- Helpline

North Miami, FL
onsite
Contract / Temporary to Hire
- USD / Hourly
Care Coordinator (On-Site)We are seeking a compassionate and detail-oriented Care Coordinator to support individuals by providing information, referrals, and guidance in a fast-paced, service-driven environment. This role requires strong communication skills and the ability to remain calm and effective in high-stress situations. <ul><li>Provide information and referral services to clients</li><li>Support individuals in crisis or high-stress situations with professionalism and empathy</li><li>Coordinate services and connect clients with appropriate resources</li><li>Maintain accurate documentation and case records</li><li>Communicate effectively with diverse populations and internal teams</li></ul>
2026-04-11T21:13:44Z

Referral Coordinator

Sacramento, CA
onsite
Temporary
22.80 - 26.40 USD / Hourly
We are looking for a skilled Referral Coordinator to join our team on a long-term contract basis at our eye specialty clinic in Sacramento, California. In this role, you will manage and coordinate specialty referrals, ensuring seamless transitions for patients requiring advanced ophthalmological care. This position is ideal for individuals with experience in referral coordination and proficiency in electronic health record systems. Responsibilities: • Coordinate incoming and outgoing referrals for specialized ophthalmology services, ensuring timely and accurate processing of all required information. • Utilize electronic health record systems to manage referrals, track patient progress, and communicate effectively with healthcare providers. • Act as the primary liaison between patients, providers, and external facilities to schedule appointments and provide updates on referral statuses. • Collect necessary clinical documentation, verify insurance coverage, and obtain prior authorizations for specialty referrals. • Follow up with patients and healthcare providers to ensure all referral-related tasks are completed efficiently. • Maintain up-to-date knowledge of referral procedures and insurance requirements specific to ophthalmology services. • Support front desk operations during busy periods by assisting with patient access functions. • Monitor referral workflows and identify opportunities to improve efficiency and patient satisfaction.
2026-03-19T21:58:43Z

Sales Support

North Miami Beach, FL
onsite
Contract / Temporary to Hire
- USD / Hourly
Sales Support AssociateWe are seeking a detail-oriented Sales Support Associate to assist our sales team with administrative and data-related tasks. <ul><li>Maintain and update spreadsheets with accurate data (Excel)</li><li>Enter and process orders, pricing, and customer information</li><li>Provide support to the sales team with reporting and documentation</li><li>Respond to customer inquiries and assist with follow-ups</li><li>Ensure data accuracy and timely updates across systems</li></ul>
2026-03-30T11:43:42Z

Customer Success Specialist (Bilingual Spanish)

San Diego, CA
onsite
Contract / Temporary to Hire
20.00 - 20.00 USD / Hourly
About the Organization: Our client is a mission-driven nonprofit dedicated to empowering underserved communities and providing critical resources. They are seeking a compassionate and proactive Bilingual Spanish Customer Success Specialist to join their team and make a meaningful impact.Role Overview: The Customer Success Specialist serves as a trusted resource for clients, guiding them through programs and services while ensuring a positive, impactful experience. This role is ideal for someone passionate about helping others, with strong communication skills in both English and Spanish, and a desire to contribute to meaningful work in a nonprofit setting.Key Responsibilities:<ul><li>Build strong relationships with clients and community members to support engagement and success.</li><li>Guide clients through programs and services, ensuring they have the resources they need.</li><li>Address client inquiries, concerns, and feedback promptly and empathetically.</li><li>Monitor client satisfaction and engagement, identifying opportunities to improve outcomes.</li><li>Maintain accurate records in CRM or database systems to track interactions and outcomes.</li><li>Collaborate with internal teams to resolve issues and implement client-focused solutions.</li><li>Contribute to process improvements to enhance client experiences and organizational impact.</li></ul>
2026-04-03T19:04:10Z

Referral Coordinator

Seattle, WA
onsite
Contract / Temporary to Hire
24.00 - 26.00 USD / Hourly
We are looking for a meticulous and organized Insurance Referral Coordinator to join our team in Seattle, Washington. In this Contract to permanent position, you will play a vital role in managing patient referrals and authorizations to ensure seamless access to specialized care and essential services. This role requires exceptional attention to detail, effective communication skills, and the ability to handle multiple tasks in a fast-paced environment. Responsibilities: • Handle referral orders and facilitate pre-authorization processes to ensure timely access to specialized care. • Coordinate appointments and ancillary services, including consultations, imaging, and laboratory tests. • Provide clear and accurate responses to patient inquiries regarding insurance and billing matters. • Organize and manage patient educational activities related to their referrals. • Oversee the purchase or rental of medical equipment and materials needed for patient care. • Collaborate with healthcare providers to ensure all referral documentation is complete and accurate. • Maintain up-to-date records and ensure compliance with insurance requirements. • Support patients by addressing concerns and guiding them through the referral process.
2026-04-08T05:48:45Z

Client Services Support II

Troy, MI
remote
Temporary
- USD / Hourly
Responsibilities: • Interface directly with customers to provide day-to-day IT support.• Offer MAC support, requiring self-initiative and the ability to follow directions.• Travel to different sites as needed to provide support.• Maintain an accurate record of customer credit and resolve customer inquiries.• Monitor customer accounts and take appropriate action.• Provide 'White Glove Support' for Executive members of the client base as needed.• Contribute to updating existing processes to streamline support as per business requirements.• Provide 2nd level MAC support as well as PC and some infrastructure support.• Proactively identify, document and escalate issues and requests to limit downtime and maintain a stable technology desk-side environment.• Balance competing priorities and maintain the ability to shift focus quickly in response to critical business and customer needs.• Maintain physical inventory of company IT equipment and mobile devices accurately for the site.• Support large conference rooms/meetings and their respective technologies including Microsoft Teams Rooms and Crestron meeting rooms.
2026-03-19T12:04:02Z

Client Service Associate | 2 days onsitey

San Carlos, CA
remote
Permanent
75000.00 - 115000.00 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-04-18T18:13:45Z

Account Specialist I

Juno Beach, FL
onsite
Temporary
20.00 - 20.00 USD / Hourly
Role SummaryWe are seeking a dynamic and detail-oriented Account Specialist I to support digital communications and public affairs initiatives for energy infrastructure projects. This role sits within a fast-paced, collaborative environment and focuses on social media engagement, community management, digital content production, and audience insights.The ideal candidate is highly organized, data-driven, and passionate about digital trends, with the ability to craft messaging that engages online audiences and supports strategic communications efforts. Key Responsibilities<ul><li>Support digital campaigns for energy infrastructure initiatives through social media publishing, community engagement, and content production </li><li>Monitor social media channels and digital platforms to track audience sentiment, feedback, and emerging trends </li><li>Respond to comments and inquiries across platforms, addressing questions, identifying trends, and mitigating misinformation </li><li>Utilize social listening tools to gather insights and provide data-driven recommendations to internal stakeholders </li><li>Assist in the creation and publishing of digital content, including social posts, email communications, and website copy </li><li>Manage workflows and timelines using project management tools to ensure timely delivery of digital initiatives </li><li>Collaborate cross-functionally with internal teams to support communications strategies and campaign execution </li><li>Track and categorize digital engagement metrics and prepare reporting insights for leadership </li><li>Operate effectively in a fast-paced, evolving digital environment and support additional projects as needed </li></ul>
2026-04-07T12:53:47Z

Customer Success Specialist

San Diego, CA
remote
Temporary
20.00 - 20.00 USD / Hourly
About the Organization:Our client is a mission-driven nonprofit committed to supporting underserved populations. They are seeking a proactive Customer Success Specialist to ensure clients and partners achieve meaningful outcomes through the organization’s programs and services. This role transitions to hybrid (3 days remote, 2 days in office) after the first six months of onsite work. Role Overview:The Customer Success Specialist is responsible for building strong relationships with clients and stakeholders, providing guidance and support, and ensuring satisfaction with the organization’s offerings. This role combines problem-solving, communication, and data tracking to drive positive client outcomes and strengthen engagement.Key Responsibilities:<ul><li>Onboard and guide clients through programs, services, or initiatives.</li><li>Act as a trusted resource, addressing client questions, concerns, and feedback.</li><li>Monitor client engagement and satisfaction, identifying opportunities to enhance experiences.</li><li>Collaborate with internal teams to resolve challenges and implement solutions.</li><li>Maintain accurate records in CRM or database systems for reporting and analysis.</li><li>Contribute to process improvements to enhance client success and retention.</li></ul>
2026-04-03T18:54:11Z

Client Services Representative

San Francisco, CA
onsite
Permanent
100000.00 - 115000.00 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-04-17T13:33:43Z

Client Service Associate | Walnut Creek

Walnut Creek, CA
remote
Permanent
90000.00 - 120000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. For quickest consideration, please send a message to Jennifer Fukumae on Linkedin! Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-04-18T18:18:45Z

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