We are looking for a detail-oriented Client Service Coordinator to join our team on a Contract basis in San Marcos, California. In this role, you will play a pivotal part in ensuring operational efficiency by managing administrative tasks, supporting client account processes, and maintaining organized documentation. This position requires excellent communication skills, a proactive approach to task management, and the ability to handle sensitive information with discretion.<br><br>Responsibilities:<br>• Coordinate team schedules by updating calendars, tracking tasks, and managing action items effectively.<br>• Document and distribute clear meeting notes while ensuring timely follow-up on assigned tasks.<br>• Process wealth management account paperwork, custodial forms, and perform data entry with accuracy.<br>• Assist with account openings, transfers, and custodial requests, following established procedures.<br>• Maintain organized and accurate file systems, adhering to naming conventions and document management protocols.<br>• Complete checklists thoroughly and ensure all steps are finalized independently.<br>• Manage high-volume operational tasks with precision and a sense of urgency.<br>• Communicate effectively in writing to support workflows and resolve issues promptly.
<p>A well-respected professional services firm is seeking a polished <strong>Client Services Administrator</strong> to support client onboarding, account maintenance, and internal coordination. This role blends administrative precision with high-touch customer interaction.</p><p><strong>🌟 Day-to-Day Impact</strong></p><ul><li>Serve as the primary administrative liaison for new and existing clients</li><li>Coordinate document collection, account setup, and service requests</li><li>Maintain meticulous digital and physical client records</li><li>Track service timelines and proactively follow up on outstanding items</li><li>Prepare client correspondence, reports, and presentation materials</li><li>Support leadership with calendar management and meeting logistics</li><li>Identify opportunities to improve client service workflows</li></ul>
<p>A respected professional services firm in San Diego is seeking a <strong>Senior Client Services Coordinator</strong> who thrives at the intersection of client experience, operational precision, and executive support. This is a high-visibility role supporting key accounts and leadership while ensuring white-glove service delivery. This position is ideal for someone who has outgrown traditional administrative work and is ready to own client workflows end-to-end.</p><p><br></p><p><strong>What You’ll Drive</strong></p><ul><li>Serve as primary administrative liaison for high-value client accounts</li><li>Coordinate complex scheduling, deliverables, and client communications</li><li>Monitor service timelines and proactively resolve bottlenecks</li><li>Prepare client-facing reports, presentations, and correspondence</li><li>Maintain CRM data integrity and account documentation</li><li>Partner cross-functionally with finance, operations, and leadership</li><li>Track KPIs and generate service performance reports</li><li>Support process improvement initiatives across the client lifecycle</li></ul>
<p><strong>About the Role</strong></p><p> Robert Half is partnering with a well-established insurance organization seeking a detail-oriented Client Services Representative to support their compliance and operations team. This role has a strong administrative and coordination focus, assisting with client documentation, internal processes, and regulatory recordkeeping.</p><p>The ideal candidate is highly organized, enjoys supporting internal teams and clients, and thrives in a structured environment where accuracy and follow-through are important.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide administrative support to the client services and compliance teams</li><li>Assist with maintaining and updating client records, compliance documentation, and internal files</li><li>Track deadlines, renewals, and required documentation related to client accounts</li><li>Coordinate with internal departments to gather information and ensure client files are complete and compliant</li><li>Maintain organized databases, spreadsheets, and document tracking systems</li><li>Assist with preparing documentation for internal reviews and audits</li><li>Respond to client inquiries and support requests in a professional and timely manner</li><li>Support scheduling, document preparation, and other administrative tasks as needed</li></ul><p><br></p>
<p><strong>About the Company</strong></p><p> Robert Half is partnering with a well-established commercial real estate firm seeking a highly organized and proactive <strong>Property Coordinator</strong> to support day-to-day property management operations. This is an excellent opportunity to join a collaborative team and gain hands-on experience in a fast-paced commercial real estate environment.</p><p><br></p><p>Position Overview</p><p>The Property Coordinator will provide administrative and operational support to the Property Management team. This individual will play a key role in tenant relations, vendor coordination, lease administration, and overall property operations across a portfolio of commercial assets.</p><p>Key Responsibilities</p><ul><li>Provide administrative support to Property Managers across multiple commercial properties</li><li>Serve as a primary point of contact for tenants, addressing inquiries and service requests in a professional and timely manner</li><li>Coordinate maintenance requests and vendor services; track work orders to completion</li><li>Assist with preparation of budgets, reports, and monthly owner statements</li><li>Support lease administration, including tracking critical lease dates and maintaining tenant files</li><li>Process invoices, track expenses, and assist with accounts payable/receivable functions</li><li>Maintain accurate property records and ensure compliance with company policies and procedures</li><li>Assist with property inspections and special projects as needed</li></ul>
<p>Robert Half is seeking a professional, service-oriented <strong>Property Management Coordinator</strong> to support a growing San Diego <strong>real estate investment and property management</strong> company with a diverse portfolio of commercial and mixed-use properties. You’ll act as a key liaison between tenants, vendors, property managers, and accounting — ensuring smooth day‑to‑day operations, timely communications, and organized documentation. This role blends customer service, operations, light accounting support, vendor coordination, and administrative excellence — perfect for someone who loves structure, deadlines, and being the hub of a busy property team.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Assist property managers with <strong>tenant communication, work orders, lease abstracts, and renewals</strong></li><li>Manage vendor appointments, service agreements, bids, and contract compliance</li><li>Prepare tenant notices, welcome packets, move‑in/move‑out documentation, and inspection forms</li><li>Track preventive maintenance, building inspections, and key operational milestones</li><li>Support AP/AR tasks: invoice intake, coding, accrual tracking, and tenant billing support</li><li>Maintain CAM schedules, rent rolls, certificates of insurance, and vendor logs</li><li>Help create monthly property reports, occupancy summaries, and budget materials</li><li>Respond to tenant inquiries with professionalism and urgency</li><li>Maintain organized digital/physical files for all property assets</li></ul>
<p>Our client, a respected organization, is seeking a professional and empathetic Customer Service Representative to join their team. This position is ideal for someone who excels at communication, problem-solving, and providing outstanding service in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries via phone, email, and in-person.</li><li>Provide information about products, services, and programs.</li><li>Resolve customer concerns, escalate complex issues as necessary, and ensure customer satisfaction.</li><li>Accurately document all customer interactions and follow up as needed.</li><li>Collaborate across teams to ensure seamless service delivery.</li><li>Support additional administrative tasks as required.</li></ul><p><br></p>