<p><strong>Job Description:</strong></p><p> Robert Half is partnering with a reputable tax firm to identify a professional and customer-focused Receptionist to provide front office support during the busy tax season. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with clients, and can help ensure smooth day-to-day office operations during peak periods.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet clients and visitors in a professional and welcoming manner</li><li>Answer and route incoming phone calls promptly and accurately</li><li>Schedule, confirm, and manage client appointments for tax preparers</li><li>Assist with client intake, including collecting documentation and verifying required forms</li><li>Maintain front desk organization and ensure a clean, professional office environment</li><li>Support administrative tasks such as data entry, scanning, copying, and filing</li><li>Coordinate mail, document drop-offs, and pickups</li><li>Communicate effectively with tax staff regarding client arrivals and scheduling updates</li><li>Maintain confidentiality of sensitive client and financial information at all times</li></ul>
We are looking for a Client Operations Associate to support portfolio management activities and strengthen client relationships. This role requires a proactive individual with strong organizational skills to manage projects, oversee portfolio performance, and ensure seamless client communication. Based in Coronado, California, this position is ideal for someone with a passion for delivering exceptional service and driving operational excellence.<br><br>Responsibilities:<br>• Oversee portfolio performance and ensure alignment with client objectives.<br>• Provide consistent and clear communication to clients regarding portfolio updates and project progress.<br>• Manage project timelines, budgets, and deliverables within the Project Management Office framework.<br>• Coordinate and oversee change requests to ensure timely and accurate implementation.<br>• Collaborate with internal teams to optimize processes related to portfolio and collection management.<br>• Maintain compliance with FINRA regulations and ensure adherence to all industry standards.<br>• Identify and implement improvements to enhance operational efficiency and client satisfaction.<br>• Monitor and report on portfolio metrics to provide actionable insights.<br>• Support the development and execution of strategic initiatives to strengthen client relationships.<br>• Resolve client issues promptly and effectively, ensuring a positive experience.
