<p>benefits:</p><ul><li>medical</li><li>dental</li><li>vision</li><li>401k</li><li>paid time off</li></ul><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day customer service operations and ensure high-quality support delivery</li><li>Manage, coach, and develop a team of customer service representatives</li><li>Implement and improve processes to enhance efficiency and customer experience</li><li>Monitor KPIs, analyze performance metrics, and drive continuous improvement</li><li>Collaborate cross-functionally with sales, logistics, and finance teams</li><li>Resolve escalated customer issues in a timely manner</li><li>Ensure compliance with company policies and operational procedures</li></ul>
We are looking for a Customer Service Representative to support daily order management and customer communication for a Contract position based in Fairfield, New Jersey. In this role, you will coordinate order processing, respond to customer inquiries, and help ensure billing, shipping, and inventory records remain accurate and up to date. The ideal candidate brings strong attention to detail, a service-focused mindset, and the ability to manage multiple priorities in a fast-moving environment.<br><br>Responsibilities:<br>• Manage incoming customer orders by reviewing details, confirming product availability, and entering information accurately into internal systems.<br>• Communicate with customers regarding order progress, shipment timing, freight costs, and other service-related updates in a timely manner.<br>• Work closely with warehouse and operations teams to support accurate fulfillment, inventory alignment, and smooth order flow.<br>• Prepare shipping documentation, including bills of lading, and provide freight estimates for outbound deliveries.<br>• Handle claims related to damaged shipments and follow through on resolution steps and documentation.<br>• Create and maintain sales transactions such as orders, invoices, and credit memos while preserving accurate records.<br>• Organize customer, inventory, and transaction files using both electronic filing methods and cloud-based document storage.<br>• Respond professionally to inbound calls, purchase orders, and customer messages while providing current inventory information as needed.
<p>A busy company in the West Caldwell area is seeking a Commercial Lines Customer Service Representative to join their growing company. This Commercial Lines Customer Service Representative will manage client relationships, ensure accurate policy documentation, and provide exceptional support to our commercial insurance clients. The ideal Commercial Lines Customer Service Representative must have 5+ years of commercial lines experience and has experience with insurance specific systems. Responsibilities of this Commercial Lines Customer Service Representative will include but not be limited to the below.</p><p><br></p><p>Commercial Lines Customer Service Representative Responsibilities:</p><p>• Process various policy-related tasks, including endorsements, certificates of insurance, binders, renewals, and policy changes.</p><p>• Review client policies and documents to ensure accuracy and completeness.</p><p>• Respond to client inquiries about coverage, billing, and policy details in a timely manner.</p><p>• Collaborate with producers and account managers to assist with account servicing and renewal preparations.</p><p>• Maintain up-to-date and accurate client records within agency management systems.</p><p>• Coordinate with insurance carriers to address and resolve service-related issues.</p><p>• Support marketing efforts for policy renewals by gathering necessary underwriting information.</p><p>• Ensure compliance with agency standards and regulatory guidelines in all service activities.</p><p>• Deliver attentive and courteous service to clients and partners, fostering positive relationships.</p><p><br></p><p>This Commercial Lines Customer Service Representative role is paying between $75,000 and $85,000 annually depending on experience. If interested in this Commercial Lines Customer Service Representative position, apply today! </p>
<p>We are looking for a customer-focused individual to support clients and partners with timely, accurate service in New Jersey. This position plays an important role in managing inquiries, guiding orders through completion, and helping customers feel confident in the products and services offered. The ideal candidate brings strong communication skills, sound judgment, and the ability to work collaboratively in a fast-moving environment while maintaining a positive brand experience.</p><p>Salary:</p><p>$20 - $24 / Hour</p><p>Benefits:</p><p>MDV, PTO, 401k</p><p>Responsibilities:</p><p>• Manage customer interactions across multiple service channels, including order coordination, issue resolution, shipment communication, pricing updates, confirmation notices, and post-order follow-up.</p><p>• Build strong knowledge of product lines to answer questions clearly and provide reliable guidance tailored to customer needs.</p><p>• Partner with internal teams such as sales, operations, and related departments to address concerns efficiently and deliver a seamless customer experience.</p><p>• Monitor recurring questions and service patterns, then share insights that can help improve processes, products, and overall support quality.</p><p>• Foster lasting customer relationships by communicating effectively, responding with empathy, and creating a high level of trust with both new and existing accounts.</p><p>• Prepare and distribute sales support resources, including training content and customer-facing tools that assist commercial and marketing efforts.</p><p>• Represent the organization and its portfolio of brands consistently by following communication standards and promoting a consistent, customer-centric image.</p><p>• Contribute to business support activities that may include updates tied to operational or system changes when needed to maintain service continuity.</p>
<p>We are looking for a Customer Service Representative to support daily customer interactions and order coordination in the South Brunswick, New Jersey area. This role focuses on delivering responsive service, managing order-related activity, and working closely with internal teams to keep shipments and customer requests on track. The ideal candidate is organized, communicative, and comfortable handling both administrative tasks and time-sensitive service issues in a fast-paced environment.</p><p><br></p><p><strong>PRIOR CUSTOMER SERVICE EXPERIENCE IN LOGISTICS OR WAREHOUSING ENVIRONMENT IS REQUIRED</strong></p><p><br></p><p>Responsibilities:</p><p>• Manage incoming calls and emails from customers, providing accurate updates, answering questions, and ensuring a high-quality service experience.</p><p>• Enter and process purchase orders with attention to detail, confirming information is complete and ready for fulfillment.</p><p>• Work with dispatch and warehouse personnel to help schedule outbound shipments and support on-time delivery performance.</p><p>• Monitor order progress and coordinate with internal teams to address delays, inventory concerns, or service exceptions.</p><p>• Investigate customer concerns and resolve issues promptly, using sound judgment to reach practical solutions.</p><p>• Maintain customer records, shipment details, and service documentation through timely and accurate data entry.</p><p>• Support inventory-related communication by checking product availability and relaying necessary updates to customers and team members.</p><p>• Assist with the preparation and distribution of customer-facing materials such as brochures or other informational content.</p>
We are looking for a personable and motivated Customer Service Representative to join a Contract assignment in Jersey City, New Jersey. This opportunity is well suited for someone who combines strong client-facing service skills with a sales-oriented mindset and enjoys helping prospective residents navigate their housing options. The position focuses on creating a positive experience from first inquiry through move-in while supporting leasing performance and resident satisfaction.<br><br>Responsibilities:<br>• Welcome prospective residents, answer questions, and provide engaging property tours that highlight apartment features and community benefits.<br>• Lead applicants through each step of the leasing journey, explaining requirements, timelines, and next steps clearly and professionally.<br>• Maintain consistent communication with leads through phone, email, and follow-up outreach while documenting activity in the company system.<br>• Prepare and process leasing documentation, assist with application review steps, and help coordinate a smooth move-in experience.<br>• Respond to resident inquiries related to leases and provide timely support to help resolve routine concerns.<br>• Review apartment homes before occupancy to confirm they are presented properly and ready for incoming residents.<br>• Contribute to leasing and occupancy targets by building strong prospect relationships and supporting conversion efforts.<br>• Handle inbound and outbound customer interactions professionally, including service calls and general information requests as needed.
We are looking for a Customer Service Representative to join a team in East Rutherford, New Jersey in a contract-to-permanent capacity. This role focuses on delivering responsive support to customers, coordinating closely with sales, logistics, and other internal partners to keep orders moving efficiently. The ideal candidate brings strong communication skills, sound judgment, and a service-driven approach to managing quotes, orders, and post-order inquiries.<br><br>Responsibilities:<br>• Serve as a primary point of contact for customer inquiries across multiple product lines, providing timely and attentive support throughout the sales cycle.<br>• Develop strong working relationships with customers by addressing questions, setting clear expectations, and following through on commitments.<br>• Prepare accurate pricing quotations and coordinate with internal teams to ensure requests are completed within expected timeframes.<br>• Enter customer orders into company systems with close attention to detail and confirm order information to support smooth processing.<br>• Partner with the sales organization by supplying quote assistance, delivery updates, and order-related reporting as needed.<br>• Oversee day-to-day order activity, including confirmations, shipment updates, backorder communication, and status follow-up with customers.<br>• Investigate and resolve issues involving orders, deliveries, invoices, and returns by working across operations, supply chain, and logistics functions.<br>• Support shipping operations by preparing documentation, verifying accuracy, and returning completed paperwork to the warehouse on schedule.<br>• Conduct routine customer check-ins, document follow-up items, and monitor action plans to help maintain a high level of service.<br>• Handle inbound customer communications and assist with outbound follow-up related to order updates, service questions, and issue resolution.
We are looking for a Customer Service Representative to support day-to-day client interactions from our New Jersey location. This Long-term Contract opportunity is ideal for someone who enjoys assisting customers, handling order-related questions, and providing prompt, detail-oriented service across phone-based channels. The person in this role will help maintain a positive customer experience by responding accurately, resolving concerns efficiently, and keeping order information organized and up to date.<br><br>Responsibilities:<br>• Respond to incoming customer calls and provide timely, courteous assistance for a range of service-related inquiries.<br>• Place outbound calls as needed to follow up on requests, confirm details, and support issue resolution.<br>• Enter customer orders accurately into internal systems while verifying product, quantity, and account information.<br>• Review and process purchase order details to ensure requests are recorded correctly and routed without delays.<br>• Investigate customer concerns and work toward practical resolutions that align with service expectations.<br>• Maintain clear records of interactions, updates, and order activity to support smooth communication and tracking.<br>• Coordinate with internal teams when necessary to address order questions, service issues, or account-related matters.
<p>Robert Half is seeking a detail-oriented and customer-focused <strong>Sales Support Specialist</strong> to join a local team. In this role, you will provide administrative and operational support to the sales team, help maintain strong client relationships, and ensure the smooth execution of sales processes. The ideal candidate is highly organized, responsive, and comfortable working in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide day-to-day support to the sales team with administrative tasks and account coordination</li><li>Prepare quotes, proposals, presentations, and sales-related documentation</li><li>Process orders, track shipments, and help resolve order or billing issues</li><li>Maintain accurate customer and sales data in CRM and internal systems</li><li>Respond to customer inquiries and route requests to the appropriate team members</li><li>Coordinate meetings, appointments, and follow-up communications for sales representatives</li><li>Assist with reporting, pipeline tracking, and sales performance metrics</li><li>Support contract management, renewals, and onboarding documentation as needed</li><li>Collaborate with internal departments including customer service, operations, and finance to ensure timely service delivery</li></ul><p><br></p>
<p>We are looking for a Customer Experience Specialist to join a manufacturing organization in a contract capacity with permanent potential. This position focuses on strengthening the customer journey by combining technical training, call center oversight, and parts support into a consistent service experience. The role will work across customer-facing teams to ensure accurate product knowledge is shared effectively and that service interactions are handled with professionalism, clarity, and responsiveness.</p><p><br></p><p>Responsibilities:</p><p>• Design and deliver product and technical training programs for sales personnel and field service teams using current and reliable equipment information.</p><p>• Organize and facilitate instructor-led learning sessions.</p><p>• Monitor daily call center activity and provide guidance that helps resolve customer questions, technical concerns, and service-related issues effectively.</p><p>• Partner with leadership to improve service quality across customer support, technical assistance, and parts-related interactions.</p><p>• Support parts operations by helping maintain inventory accuracy, workflow consistency, and timely response to internal and external requests.</p><p>• Provide hands-on troubleshooting assistance for equipment and connectivity concerns reported by customers or internal staff.</p><p>• Review support trends and customer feedback to identify opportunities for stronger training content and better service outcomes.</p><p>• Communicate with customers and cross-functional teams through phone and email channels to ensure issues are documented, addressed, and followed through to resolution.</p>
<p>We are looking for a Customer Experience Specialist to join our team on a Contract basis. This role is ideal for someone who enjoys creating a welcoming front-office experience while keeping administrative and customer support tasks organized and on schedule. You will serve as a key point of contact for visitors and internal teams, helping daily office activities run smoothly through strong communication, attention to detail, and dependable follow-through.</p><p>Hours are Mon 11-4, Wed 11-4, Friday 10-3</p><p><br></p><p>Responsibilities:</p><p>• Welcome guests, clients, and service providers in a courteous and attentive manner, ensuring a positive first impression of the office.</p><p>• Manage incoming mail and package deliveries, routing items accurately to the appropriate recipients.</p><p>• Prepare and coordinate outbound shipments, including packaging materials and shipment documentation as needed.</p><p>• Keep digital and physical records well organized so information can be accessed quickly and accurately.</p><p>• Provide day-to-day administrative support to the Customer Service team, helping with scheduling, correspondence, and related office tasks.</p><p>• Enter, update, and verify data in company systems with a high degree of accuracy and confidentiality.</p><p>• Handle clerical assignments such as document preparation, filing, and inbox support to maintain efficient workflows.</p><p>• Assist with general office coordination and other operational duties based on business needs.</p>
<p>We are looking for a Customer Experience Specialist to join a branch team in Morris Plains, New Jersey in a contract role with the potential to become permanent. This position is ideal for someone who enjoys helping customers, handling financial transactions with accuracy, and creating a positive service experience in a fast-moving environment. The role combines day-to-day member support, transaction processing, account assistance, and careful record maintenance while upholding branch policies and service standards.</p><p><br></p><p>Responsibilities:</p><p>• Provide attentive front-line support by understanding member questions, clarifying account and service options, and delivering accurate guidance tailored to individual needs.</p><p>• Address everyday service issues efficiently and escalate more advanced concerns when necessary to ensure timely resolution and a strong customer experience.</p><p>• Handle cash and check activity with precision, including receiving, verifying, and distributing funds in accordance with established balancing and control procedures.</p><p>• Complete routine financial transactions such as deposits, withdrawals, transfers, loan payments, and money orders while maintaining accuracy and compliance.</p><p>• Support account servicing activities by assisting with opening, updating, and closing deposit products and ensuring all required documentation is properly completed.</p><p>• Maintain organized and accurate records related to transactions, service requests, and account activity, including timely preparation of forms and internal documentation.</p><p>• Contribute to daily branch operations by balancing assigned work, researching discrepancies, and assisting with opening or closing tasks as needed.</p><p>• Promote appropriate products and services by identifying customer needs and recommending solutions that align with their financial goals.</p><p>• Follow security, privacy, and regulatory requirements consistently, and report unusual activity or operational concerns to help maintain a secure branch environment.</p>
We are looking for a Medical Customer Service Rep to support healthcare provider engagement and medical record coordination across Jersey City, New Jersey. This Long-term Contract opportunity is ideal for someone who is confident working directly with physician practices, managing outreach activities, and keeping sensitive information organized in a fast-paced insurance environment. The person in this role will help strengthen provider relationships, support record collection efforts, and contribute to efficient field-based operations while maintaining compliance standards.<br><br>Responsibilities:<br>• Build strong working relationships with physician offices, practice administrators, and medical records contacts to support ongoing collaboration.<br>• Coordinate the collection of medical documentation from healthcare providers and follow through to ensure records are obtained accurately and on time.<br>• Plan and complete in-person visits within the assigned territory to support outreach efforts and address provider needs directly.<br>• Partner with internal teams to troubleshoot retrieval challenges, resolve service issues, and improve day-to-day operational results.<br>• Maintain accurate activity logs, status updates, and supporting documentation to monitor progress and ensure visibility across workflows.<br>• Identify recurring barriers and recommend practical improvements that enhance operational efficiency and consistency.<br>• Contribute to the development of repeatable processes and best practices that support scalable field operations.<br>• Handle all interactions and documentation in accordance with organizational policies, privacy expectations, and compliance requirements.
We are looking for an experienced Service Delivery Manager to lead end-user support services in Tarrytown, New York. This role is responsible for ensuring dependable technical assistance, strong service performance, and a consistent support experience across a multi-site healthcare environment. The ideal candidate will guide service desk operations, strengthen endpoint support, and work closely with cross-functional teams to resolve issues efficiently and improve service delivery.<br><br>Responsibilities:<br>• Direct daily service desk and end-user computing operations to provide timely, high-quality technical support across multiple locations.<br>• Oversee ticket workflows, escalation paths, and queue health to maintain service levels and improve response and resolution times.<br>• Track support metrics and operational performance, using data to identify trends and implement service improvements.<br>• Partner with infrastructure, security, application support, and business leaders to coordinate effective resolution of user issues and major incidents.<br>• Manage endpoint support services, including device readiness, user access, and overall reliability of workplace technology.<br>• Lead knowledge management and problem management efforts by promoting documentation quality and addressing recurring technical issues at the source.<br>• Coordinate team schedules and coverage plans to ensure consistent support availability and effective resource allocation.<br>• Support administration and operational use of platforms such as ServiceNow, Azure Active Directory, Intune, and remote support tools.<br>• Communicate service updates, incident impacts, and support priorities clearly to stakeholders and site leadership.
<p>We are looking for an experienced and dynamic Head of Sales to lead our Sales team. We are looking for someone who is focused on team management and overall improvement of sales performance and company profits. <em>This is a remote position (East Coast Preferred). </em></p><p>The ideal candidate will bring strategic vision and hands-on leadership to establish a disciplined, metrics-driven approach to sales.</p><p><br></p><p><strong>Relatable industry experience is required. </strong>Food Processing Equipment, Capital Equipment Distribution, Cooking / Baking Equipment </p><p><br></p><p><em>Responsibilities:</em></p><p>• Develop and implement sales strategies to grow market presence and revenue </p><p>• Align commercial initiatives across equipment, parts, and services to maximize customer lifetime value.</p><p>• Lead, mentor, and expand the sales team by fostering a culture of accountability and performance excellence.</p><p>• Establish and refine forecasting, sales processes, and organizational discipline to support scalable business growth.</p><p>• Build and nurture lasting relationships with customers, including key decision-makers in bakeries, grocery stores, restaurants, hotels, and institutional foodservice operations.</p><p>• Collaborate with manufacturing partners to ensure seamless project execution and high levels of customer satisfaction.</p><p>• Create a data-driven sales organization by defining KPIs, analyzing market trends, and adjusting strategies to capitalize on growth opportunities.</p><p>• Monitor competitor activities and market conditions to stay ahead and refine sales approaches accordingly.</p>
<p><strong>A well-established nonprofit organization is seeking an experienced Manager of Services to provide leadership and oversight of residential and independent living programs. This individual will be responsible for ensuring high-quality service delivery, regulatory compliance, participant satisfaction, staff development, and operational excellence across multiple community-based programs.</strong></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Provide leadership and oversight of independent living and residential support services.</strong></li><li><strong>Ensure all programs operate in compliance with state regulations, agency policies, and individual service plans.</strong></li><li><strong>Oversee participant admissions, transitions, and ongoing service delivery.</strong></li><li><strong>Manage and develop a team of managers and direct support professionals.</strong></li><li><strong>Ensure staffing levels appropriately support participant needs and program requirements.</strong></li><li><strong>Foster positive relationships with families, guardians, support coordinators, and external stakeholders.</strong></li><li><strong>Collaborate with internal departments, including Human Resources, Facilities, Transportation, and Information Technology, to support program operations.</strong></li><li><strong>Monitor program performance, documentation, reporting, and quality assurance initiatives.</strong></li><li><strong>Participate in audits, inspections, and corrective action planning as needed.</strong></li><li><strong>Oversee budget-related activities, financial transactions, and operational reporting.</strong></li><li><strong>Provide leadership during emergency and crisis situations, including participation in an on-call rotation.</strong></li></ul><p><br></p>
<p>We are looking for a Patient Service Representative to support a busy healthcare office in Princeton, NJ. This Long-term Contract opportunity is ideal for someone who enjoys creating a welcoming patient experience while managing front-desk operations with accuracy and care. In this role, you will coordinate appointments, confirm patient information, and help patients understand registration and payment expectations in a fast-paced clinical setting.</p><p><br></p><p>Responsibilities:</p><p>• Welcome patients and visitors warmly, respond to front-desk questions, and alert appropriate staff when scheduled guests arrive.</p><p>• Guide patients and visitors to the proper reception or waiting areas while maintaining a detail-oriented and courteous office environment.</p><p>• Manage appointment bookings, changes, and cancellations by following office scheduling practices and maintaining calendar accuracy.</p><p>• Review and update patient demographic details and insurance records, ensuring information is entered correctly in the electronic medical record system.</p><p>• Confirm insurance coverage and registration details before visits to help support smooth patient intake and service delivery.</p><p>• Communicate copays, balances, and other out-of-pocket obligations clearly to patients or responsible parties and collect payments when required.</p><p>• Provide helpful assistance to patients during the check-in process and address routine service-related concerns with care.</p><p>• Support front-office workflow by handling visitor interactions appropriately, including screening non-patient solicitors when necessary.</p>
<p>We are looking for a Patient Service Representative to support a busy healthcare team. This contract position is ideal for someone who enjoys helping patients, coordinating appointments, and delivering courteous service in a fast-paced setting. The person in this role will serve as a key point of contact for patients, helping create a smooth and welcoming experience from scheduling through registration.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate patient appointments by phone and through scheduling systems, ensuring accurate timing and provider availability.</p><p>• Welcome and assist patients with registration, updates to demographic information, and general service needs during each visit.</p><p>• Respond to inbound calls with professionalism, addressing questions, routing concerns appropriately, and providing clear service information.</p><p>• Maintain complete and accurate patient records while verifying details needed for appointments and front-desk processes.</p><p>• Support daily patient service operations by managing check-in activities and helping resolve routine access or scheduling issues.</p><p>• Communicate effectively with clinical and administrative staff to ensure patients receive timely assistance and follow-up.</p><p>• Participate in interview and onboarding processes as needed, including virtual meetings and possible onsite follow-up discussio.</p>
<p>We are looking for a Customer Service Returns Associate for a great long-term contract opportunity. This position is ideal for someone who enjoys helping customers, solving problems, and keeping processes organized. The role focuses on supporting return-related requests, coordinating with internal teams, and ensuring transactions are handled accurately and efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Oversee return authorization cases from initial request through final resolution using company systems and established service procedures.</p><p>• Investigate return-related questions by working closely with teams such as Sales and Accounting to confirm details, resolve discrepancies, and maintain accurate records.</p><p>• Coordinate the movement of returned or exchanged products between customers, internal operations, and affiliated business units while keeping Logistics informed of required actions.</p><p>• Respond to customer inquiries in a clear and detail-oriented manner through verbal and written communication, providing timely updates on return status and next steps.</p><p>• Enter, update, and maintain transaction data within ERP and customer service platforms to support accurate processing and reporting.</p><p>• Track inventory-related return activity and help ensure product movements are documented correctly across departments.</p><p>• Balance multiple service requests at once by prioritizing urgent matters, following through on outstanding items, and meeting daily operational expectations.</p>
<p>We are looking for a Customer Success Team Lead to guide a frontline support team and help deliver an outstanding experience for customers in New York, New York. This position is suited for a hands-on leader who can coach team members, address complex service concerns, and keep daily operations running efficiently. The ideal candidate brings a strong customer focus, sound judgment, and the ability to foster a collaborative, high-accountability environment.</p><p><br></p><p>Responsibilities:</p><p>• Guide and support customer success representatives throughout daily operations, offering coaching that improves service quality and team performance.</p><p>• Oversee incoming work queues and service activity to help the team meet response expectations and maintain consistent coverage.</p><p>• Manage complex or escalated customer situations, working toward prompt and well-considered resolutions.</p><p>• Evaluate customer interactions and written records to promote accuracy, compliance, and strong service standards.</p><p>• Assist with training efforts for both new hires and current staff, reinforcing procedures and encouraging ongoing development.</p><p>• Recognize recurring service challenges or workflow inefficiencies and share actionable observations with leadership.</p><p>• Coordinate with internal partners to resolve issues, streamline support activities, and improve the customer experience.</p><p>• Set a positive example through dependable leadership, professionalism, and a strong commitment to customer care.</p><p><br></p><p>If this person is you, please apply today!</p>
<p>We are looking for a licensed Client Relationship Manager to support educators and retirement plan participants in New York. This position blends consultative client service with retirement planning guidance, helping individuals make informed decisions about 403(b) accounts and related financial solutions. The ideal candidate brings strong relationship-building ability, a solid grasp of regulatory standards, and a service-oriented approach to long-term client support.</p><p><br></p><p>Responsibilities:</p><p>• Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities.</p><p>• Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution.</p><p>• Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions.</p><p>• Meet with prospective clients to assess retirement planning goals, explain available services, and build confidence in the advisory relationship.</p><p>• Lead new client setup by coordinating forms, account establishment, and required documentation for 403(b) participation.</p><p>• Partner with internal colleagues, advisors, and plan administrators to create a seamless experience from initial engagement through active account management.</p><p>• Evaluate client circumstances and present appropriate retirement and insurance-related solutions that align with individual goals and risk considerations.</p><p>• Educate clients on 403(b) plan provisions, contribution limits, employer-sponsored benefits, and other relevant planning concepts.</p><p>• Support retention and organic business growth by identifying additional services that match evolving client needs while maintaining a high standard of compliance.</p><p>• Keep licenses current and maintain precise records of account activity, transactions, and client communications in approved systems while adhering to applicable regulations.</p>
<p>We are looking for an Accounting Specialist to support billing operations for a client-focused services environment in New York City. This role is well suited for an early-career candidate who brings strong attention to detail, sound judgment, and a thoughtful approach to client service. The position offers a hybrid schedule with regular onsite collaboration and the opportunity to build expertise within a structured, client-facing accounting function.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and distribute accurate client invoices in accordance with billing guidelines and internal deadlines.</p><p>• Monitor account activity, research discrepancies, and resolve billing issues by coordinating with internal teams and client contacts.</p><p>• Maintain organized billing records and ensure data is entered correctly within computerized billing platforms.</p><p>• Generate billing statements and supporting documentation to provide clients with clear, timely account information.</p><p>• Follow up on outstanding balances and assist with collection efforts in a thorough and service-oriented manner.</p><p>• Support routine account analysis by identifying trends, exceptions, and items requiring further review.</p><p>• Contribute to process continuity by adapting to billing system updates and related workflow changes as needed.</p>
<p>We are looking for an Account Manager to support a broad portfolio of business clients. This Long-term Contract position focuses on strengthening client partnerships, guiding compliance-related account activity, and ensuring dependable service execution across contracts, billing, reporting, and account support. The role works closely with cross-functional teams and is well suited to someone who combines relationship management skills with strong attention to data, communication, and service quality.</p><p><br></p><p>Responsibilities:</p><p>• Oversee a high-volume group of client accounts, keeping contract activity, invoicing, and service coordination organized and aligned with client expectations.</p><p>• Partner with teams across sales, operations, compliance, and business development to deliver responsive account support and consistent service outcomes.</p><p>• Build an understanding of each client’s business environment and applicable environmental or regulatory obligations to provide informed guidance.</p><p>• Support the collection, validation, and submission of account-related data to help maintain accurate reporting and timely processing.</p><p>• Examine client reporting practices and account workflows to identify gaps, improve accuracy, and prepare for audit-related needs.</p><p>• Maintain ongoing communication with customers, resolve questions proactively, and strengthen long-term business relationships through reliable service.</p><p>• Lead client education efforts by explaining program requirements, compliance expectations, and reporting procedures in a clear and practical way.</p><p>• Address service concerns with urgency, escalate critical issues when needed, and help preserve client satisfaction and retention.</p><p>• Recommend process improvements and identify opportunities to broaden service support based on client goals and operational needs.</p>
<p>benefits:</p><ul><li>hybrid</li><li>medical</li><li>dental</li><li>vision</li><li>life insurance</li><li>long term disability</li><li>401k</li></ul><p><strong>Responsibilities:</strong></p><ul><li>Manage end‑to‑end supply chain activities, including sourcing, purchasing, planning, and logistics.</li><li>Develop and maintain relationships with OEM suppliers and Contract Manufacturers.</li><li>Optimize supply chain processes to improve efficiency, cost savings, and lead-time performance.</li><li>Monitor vendor performance and negotiate pricing, terms, and service improvements.</li><li>Identify supply risks and develop mitigation strategies.</li><li>Partner with internal teams (Engineering, Operations, Finance) to ensure alignment on production and supply needs.</li><li>Analyze supply chain data to support forecasting, planning, and continuous improvement initiatives.</li><li>Travel will be required.</li></ul>