1,369 Results for Client Services Associate Jobs in Secondary

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Customer Service Representative

East Syracuse, NY
onsite
Temporary to Hire
21.00 - 23.00 USD / Hourly
We are looking for a Customer Service Representative to join a service-focused team in East Syracuse, New York. This contract opportunity with potential for a permanent role is ideal for someone who enjoys helping customers, managing multiple requests throughout the day, and building strong working relationships across internal teams and external partners. In this role, you will support order activity, respond to product and availability questions, and help ensure customers receive timely, accurate updates. The position offers hands-on training and ongoing development within a collaborative environment that values accountability, quality, and continuous improvement. Responsibilities: • Handle incoming customer interactions by phone, in person, and through online order channels, providing pricing, product availability, and order support. • Serve as a key point of coordination between customers, manufacturing partners, and local sales teams to keep requests moving efficiently. • Prepare quotes, process orders, and communicate updates using customer relationship and order management tools. • Develop working knowledge of product lines and related resources so you can address customer questions with accuracy and confidence. • Monitor stock status across factory and local office locations to help meet delivery expectations and recommend practical solutions when items are limited. • Maintain prompt follow-up with customers, ensuring responses or status updates are provided within established service timelines. • Support value-added offerings such as delivery options, assembly-related services, and required product documentation or certificates. • Use internal systems and service platforms to track requests, document customer information, and contribute to quality and process improvement efforts. • Participate in cross-training and team support activities to provide coverage where needed and strengthen overall service performance.
2026-10-16T14:43:42Z

Jr. Administrative Assistant

Parsippany, NJ
onsite
Permanent / Full Time
50000.00 - 55000.00 USD / Yearly
Join our growing CPA firm as a Client Services & Office Coordinator. This key role supports client service, office operations, document management, billing, and administrative functions while helping ensure a seamless experience for clients and staff.Responsibilities:<ul><li>Serve as the first point of contact for clients by phone, email, and in person.</li><li>Coordinate meetings, calendars, and client communications.</li><li>Prepare and organize tax returns, financial statements, and client documents.</li><li>Manage electronic records and maintain a paperless filing system.</li><li>Track deadlines and support workflow during busy tax seasons.</li><li>Assist with client onboarding, billing, collections, and basic bookkeeping.</li><li>Maintain client databases, CRM systems, and practice management software.</li><li>Support office operations, vendor coordination, and supply management.</li><li>Assist with recruiting, onboarding, and other HR-related administrative tasks.</li><li>Help implement technology solutions and process improvements.</li></ul>
2026-10-16T15:23:39Z

Associate Financial Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Financial Advisor📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Anisa is partnered with a respected, independent wealth management firm with a long-standing reputation for delivering sophisticated financial guidance and exceptional client service. Backed by a stable and growing platform, the firm has built its success on trust, collaboration, and lasting client relationships that span generations. This is an outstanding opportunity for an experienced Associate Financial Advisor to step into an established client base, work alongside seasoned advisors, and play an integral role in helping individuals and families achieve their financial goals. As an Associate Financial Advisor, you'll partner closely with senior advisors to support an established client base while delivering comprehensive financial planning and investment guidance. Key Responsibilities<ul><li>Manage and support a substantial portfolio of client relationships in partnership with senior advisory professionals.</li><li>Develop personalized financial planning recommendations tailored to each client's goals, risk tolerance, and long-term objectives.</li><li>Conduct client meetings and portfolio reviews, providing proactive guidance and advice.</li><li>Assist in creating comprehensive wealth management strategies, including retirement, investment, estate, and risk-planning considerations.</li><li>Build trusted relationships with clients and become a valued resource throughout their financial journey.</li><li>Prepare financial analyses, recommendations, and planning presentations.</li><li>Collaborate with internal team members to deliver a seamless, high-touch client experience.</li><li>Maintain compliance with all regulatory requirements, policies, and industry standards.</li><li>Contribute to business growth initiatives and participate in relationship-development activities.</li></ul>For fastest consideration, please reach out to Anisa Henry via email or LinkedIn.
2026-10-16T07:04:24Z

Client Account Operations Associate

Plano, TX
onsite
Temporary / Contract
21.97 - 21.97 USD / Hourly
We are seeking a detail-oriented Client Account Operations Associate to support a fast-paced financial services team. This role focuses on reviewing client accounts, analyzing account information, researching details, and coordinating with internal partners to ensure requests are handled accurately and on time. This is a great opportunity for someone with financial services, client account, or operations experience. Recent graduates are also encouraged to apply. Schedule & Environment<ul><li>Monday-Friday, 8:00 AM-4:30 PM</li><li>5 days onsite in Plano, TX</li><li>Overtime may be available or required based on business volume, with higher-volume periods during the summer</li></ul>Responsibilities<ul><li>Review and analyze client accounts, statements, and account data</li><li>Research account details and determine appropriate next steps</li><li>Manage account-related requests from start to finish</li><li>Communicate with internal stakeholders to resolve questions and remove blockers</li><li>Track pending requests and ensure timely completion</li><li>Prepare status updates, reports, metrics, and presentations</li><li>Identify discrepancies, risks, and opportunities to improve processes</li><li>Maintain accurate documentation and procedures</li><li>Manage multiple priorities in a high-volume, deadline-driven environment</li></ul>
2026-09-18T16:08:43Z

Customer Service Representative

Middletown, NY
remote
Temporary / Contract
17.00 - 19.00 USD / Hourly
We are looking for a Customer Service Representative to join a healthcare-focused team in Middletown, New York on a Contract basis. This position supports members and partners by handling inquiries with professionalism, empathy, and strong follow-through. The role is ideal for someone who can stay organized in a fast-paced service environment while delivering clear communication and dependable issue resolution. Training is conducted onsite, and the ongoing schedule is provided in advance with shifts that may include weekends. Responsibilities: • Handle inbound inquiries by asking thoughtful questions, listening carefully, and identifying the core issue behind each request. • Review available information, conduct initial research, and assess the nature and urgency of each customer concern. • Work with teams across the organization to obtain answers, coordinate next steps, and route complex matters to the appropriate contacts when needed. • Place outbound calls to members, providers, brokers, pharmacies, or other parties to gather details and help bring issues to resolution. • Strive to resolve concerns during the first interaction whenever possible while maintaining accuracy and service quality. • Record each interaction thoroughly, including the concern raised, research completed, actions taken, and final outcome. • Guide conversations with confidence and professionalism, using de-escalation techniques and empathy to support callers through sensitive situations. • Provide timely updates to customers throughout the resolution process so they remain informed about status and next steps. • Maintain attention to customer interactions while navigating systems, alerts, and multiple sources of information during the workday.
2026-10-19T16:58:46Z

Help Desk Lead / IT Client Services

Montvale, NJ
onsite
Permanent / Full Time
90000.00 - 100000.00 USD / Yearly
We are seeking a hands-on Help Desk Lead / IT Client Services to lead IT support and deliver an exceptional end-user experience.This role combines hands-on technical support, help desk leadership, MSP management, and service improvement. The Manager will resolve complex issues while overseeing an outsourced Managed Service Provider (MSP). Keys: <ol><li>Extensive experience working as a "hands-on" Help Desk Lead</li><li>Somebody who can write technical documentation</li></ol>Responsibilities Hands-On Technical Support<ul><li>Serve as a senior help desk resource and resolve end-user issues.</li><li>Troubleshoot hardware, software, networking, Microsoft 365, Teams, printing, mobile devices, and business applications.</li><li>Manage tickets through resolution and provide user updates.</li><li>Provide remote, desk-side, and executive support.</li><li>Build, configure, and deploy end-user systems.</li><li>Participate in on-call escalations as needed.</li><li>Document resolutions and maintain knowledge base articles.</li></ul>Help Desk & MSP Management<ul><li>Oversee daily help desk operations and ticket queues.</li><li>Monitor SLAs and ensure timely resolution.</li><li>Determine which issues should be handled internally vs. by the MSP.</li><li>Serve as the escalation point for complex issues.</li><li>Hold the MSP accountable for service quality and resolution times.</li><li>Lead recurring MSP operational reviews.</li><li>Increase the number of tickets efficiently handled by the MSP.</li></ul>Customer Service & Service Improvement<ul><li>Build strong relationships with employees across the organization.</li><li>Deliver excellent customer service and communicate effectively during outages.</li><li>Analyze ticket trends and recurring issues to identify process improvements and automation opportunities.</li><li>Develop support standards and procedures.</li><li>Reduce ticket volume, backlog, and aging while improving first-contact resolution.</li></ul>Documentation & Knowledge Management<ul><li>Develop and maintain SOPs, troubleshooting guides, knowledge base articles, and technical runbooks.</li><li>Document onboarding, offboarding, hardware deployment, software provisioning, account management, and common support procedures.</li><li>Ensure processes are consistently followed by internal IT staff and the MSP.</li><li>Partner with infrastructure, security, and application teams on operational documentation.</li><li>Audit MSP documentation and ensure critical IT knowledge remains within the organization.</li><li>Support business continuity and disaster recovery through operational runbooks.IT Client Services & Help Desk Lead</li></ul>
2026-10-16T07:04:24Z

Litigation Associate Attorney

Wilmington, DE
remote
Permanent / Full Time
170000.00 - 250000.00 USD / Yearly
We are looking for a Litigation Associate Attorney to join a plaintiff-side legal team handling complex shareholder and commercial disputes in Wilmington, Delaware. This role offers substantial involvement in high-stakes matters from an early stage, with the opportunity to work closely with experienced litigators in a collaborative setting. The position is well suited for an attorney who is eager to deepen courtroom and case-development experience while contributing to impactful plaintiff-side litigation. Responsibilities: • Prepare persuasive complaints, motions, briefs, and other court filings that support case objectives and advance litigation strategy. • Perform in-depth legal research and synthesize findings into practical recommendations for active matters. • Contribute to case planning by evaluating legal arguments, identifying risks, and helping shape overall litigation approach. • Oversee discovery activities, including reviewing records, drafting written discovery, preparing responses, and assisting with deposition work. • Appear in court, hearings, conferences, and related proceedings as needed to advocate on behalf of clients. • Work in close partnership with attorneys and legal support professionals to move matters forward efficiently and maintain strong client service. • Keep case files, correspondence, time entries, and litigation documentation organized, current, and accurate.
2026-09-28T14:19:07Z

Customer Service Representative

Jacksonville, FL
onsite
Temporary / Contract
16.15 - 18.70 USD / Hourly
We are looking for a bilingual Spanish Customer Service Representative to support customer interactions for a Contract position based in Jacksonville, Florida. In this role, you will deliver attentive service across phone-based channels, assist with order-related requests, and help ensure each customer receives timely and accurate support. This opportunity is well suited for someone who communicates clearly, stays organized in a fast-paced environment, and is comfortable managing both inbound and outbound conversations. Responsibilities: • Respond to customer inquiries in English and Spanish through inbound phone calls with care and empathy. • Place outbound calls as needed to follow up on requests, provide updates, and confirm customer information. • Enter and update order details accurately in company systems while maintaining a high level of attention to detail. • Resolve routine service issues by gathering information, identifying customer needs, and providing appropriate solutions. • Document conversations, actions taken, and next steps clearly to support service continuity and reporting. • Coordinate with internal teams when issues require escalation or additional follow-up to ensure timely resolution. • Maintain productivity and service quality standards while handling a consistent volume of customer interactions.
2026-10-08T20:04:11Z

Customer Service Representative

Roanoke, VA
onsite
Temporary to Hire
17.00 - 17.00 USD / Hourly
We are looking for a compassionate and organized Patient Access Specialist to support patient access operations in Roanoke, Virginia. This contract to hire opportunity is ideal for someone who enjoys helping patients, coordinating front-end administrative tasks, and contributing to a smooth experience in a busy healthcare setting. In this role, you will serve as a key point of contact for patients while handling registration, scheduling, insurance review, and payment-related activities with accuracy and professionalism. Must be available for rotating 12-hour shifts, including weekends, to be considered for the position - potential for daytime and overnight openings, flexibility preferred. Responsibilities:• Greet patients and visitors professionally and help create a welcoming experience from arrival through check-in.• Complete patient intake and registration tasks, ensuring demographic and account information is entered accurately and kept current.• Review insurance coverage details and confirm eligibility to support timely and accurate patient access processes.• Arrange, update, and confirm appointments while communicating clearly about scheduling changes or next steps.• Receive co-payments and other patient payments, maintain accurate transaction records, and support daily balancing activities.• Coordinate with clinical and administrative staff to keep patient movement efficient and reduce delays throughout the day.• Respond to patient questions and concerns with empathy, resolving routine issues and directing more complex matters to the appropriate team.• Follow privacy and confidentiality standards at all times to protect sensitive patient and organizational information.
2026-09-30T12:53:44Z

Customer Service Representative

San Diego, CA
onsite
Temporary / Contract
19.00 - 21.00 USD / Hourly
Our client is seeking a professional and customer-focused Customer Service Representative for a fast-paced call center environment. This role is responsible for handling a high volume of inbound and/or outbound calls, assisting customers with questions and concerns, resolving issues efficiently, and delivering a positive customer experience.The ideal candidate will have strong communication skills, patience, problem-solving abilities, and the ability to thrive in a structured, performance-driven setting. Key Responsibilities<ul><li>Handle a high volume of inbound and/or outbound customer calls in a professional manner</li><li>Assist customers with inquiries related to accounts, products, services, orders, or billing</li><li>Resolve customer issues efficiently while maintaining a high level of service</li><li>Escalate complex concerns to the appropriate department when necessary</li><li>Document customer interactions accurately in CRM or customer service systems</li><li>Meet call center metrics related to response time, quality, and customer satisfaction</li><li>Follow company policies, scripts, and service procedures</li><li>Collaborate with team members and supervisors to support service goals</li><li>Perform additional customer support or administrative tasks as assigned</li></ul>
2026-10-02T15:38:47Z

Customer Service Representative

West Middlesex, PA
onsite
Temporary / Contract
16.63 - 19.25 USD / Hourly
Job Title: Customer Service RepresentativeJob Type: Temporary for 3 months, Immediate startSchedule: Monday-Friday 8am-5pmWork Location: West Middlesex, PAPay: $17.50/hour Responsibilities: • Provide high‑quality support to customers by responding to inquiries, requests, and issues in a timely, professional, and solution-focused manner.• Use effective communication and problem‑solving skills to address customer questions, technical concerns, and account‑related needs through various channels.• Enhance customer experience by identifying appropriate solutions and aiming for efficient, accurate resolution.• Manage and resolve customer concerns with empathy and professionalism, escalating issues in alignment with established guidelines when needed.• Investigate and correct account or service‑related discrepancies, ensuring accurate information and continuity of service.• Proactively communicate with customers regarding updates, next steps, and actions required to support order or service fulfillment.• Support processes related to customer orders, returns, credits, and other transactional activities as assigned.• Oversee and coordinate day‑to‑day fulfillment or service workflows, addressing exceptions and ensuring smooth execution of assigned tasks.• Review system‑generated reports or alerts and take appropriate action to understand, communicate, or resolve service or order status updates.• Maintain accurate and thorough documentation of customer interactions and case activity.
2026-10-07T20:23:47Z

Customer Service Representative

Odessa, FL
onsite
Temporary / Contract
20.59 - 23.84 USD / Hourly
We are looking for a Customer Service Representative to support customers, dealers, and internal teams with timely, accurate service. This Long-term Contract position is ideal for someone who communicates confidently, stays organized in a fast-paced setting, and can manage several service-related tasks at once. The role focuses on order coordination, payment handling, warranty support, and maintaining clear records while delivering a detail-oriented customer experience. Responsibilities: • Manage incoming customer and dealer inquiries by phone and provide courteous, solution-focused support. • Prepare and submit orders with a high level of accuracy while coordinating shipment details to ensure smooth delivery. • Guide homeowners to the appropriate water treatment dealer based on their needs and location. • Support warranty-related requests by gathering required information, documenting issues, and assisting dealers through the process. • Receive payments from dealers, handle credit card transactions, and maintain accurate payment records. • Log check payments by documenting receipt details, capturing images as needed, and entering information into Sage. • Work closely with the accounting team to verify payments and resolve discrepancies promptly. • Conduct follow-up communication with customers and dealers regarding orders, billing matters, and general service questions. • Maintain organized records across business systems, including Sage, Zoho, and Microsoft Office applications.
2026-10-19T18:28:52Z

Bilingual Customer Service Representative

Miami, FL
onsite
Temporary / Contract
21.00 - 24.00 USD / Hourly
We are looking for a compassionate Customer Service Representative/Helpline Counselor to support individuals who may be experiencing emotional distress and urgent personal challenges in Miami, Florida. This Long-term Contract position is well suited for someone with a background in behavioral health, psychology, or a related medical field who can communicate with empathy and professionalism. The role focuses on delivering thoughtful assistance, gathering accurate information, and helping connect callers with appropriate support while maintaining composure in sensitive situations. Responsibilities:• Respond to inbound calls from individuals seeking support, using active listening and a calm, respectful approach throughout each interaction.• Communicate clearly in both Creole and English to assist callers effectively and reduce barriers to care or guidance.• Document call details, service needs, and relevant outcomes with accuracy to support proper follow-up and recordkeeping.• Provide crisis-focused customer support by assessing immediate concerns and directing individuals to appropriate resources or next steps.• Handle emotionally sensitive conversations with discretion, empathy, and sound judgment in high-pressure situations.• Coordinate with internal teams or partner services when additional assistance, escalation, or continuity of care is needed.• Complete training related to suicide prevention, crisis response, and supportive intervention methods as required for the position.• Support day-to-day contact center operations by maintaining service standards, managing call volume, and performing related data entry tasks.
2026-10-16T13:33:42Z

Customer Service Representative

Grove City, OH
onsite
Temporary to Hire
16.63 - 21.00 USD / Hourly
We are looking for a Customer Service Representative to join a growing team in Grove City, Ohio in a Contract to Permanent position. This opportunity is ideal for someone who takes pride in creating a positive customer experience, enjoys solving problems, and can stay organized in a high-volume setting. You will serve as a key point of contact for customers, helping to resolve order, shipment, and account-related questions while working closely with internal teams. This role offers training, long-term growth potential, and exposure to a collaborative operation that supports a fast-moving fulfillment environment. Responsibilities: • Respond to customer inquiries related to orders, shipment scheduling, and fulfillment support through phone, email, or ticketing channels. • Research tracking issues, delivery exceptions, and service concerns to provide timely and accurate updates to customers. • Assist with claims involving damaged goods or transit-related problems and help move each case toward resolution. • Address billing and account questions, partnering with internal departments when additional review or action is needed. • Record all customer interactions, case details, and next steps clearly within the company’s support platform. • Work closely with fulfillment and operations teams to resolve customer issues efficiently and maintain service quality. • Take ownership of open cases from initial contact through final follow-up, ensuring customers receive complete and attentive support. • Manage multiple priorities in a fast-paced environment while maintaining a high standard of care and responsiveness.
2026-09-24T15:13:46Z

Customer Service Representative

Indianapolis, IN
onsite
Temporary / Contract
16.00 - 17.00 USD / Hourly
We are looking for a Customer Service Representative to join a team in Indianapolis, Indiana for a Contract position. This is a one-day project, 5:30am-7-8pm supporting one of our Robert Half clients. In this role, you will serve as a primary point of contact for customers, delivering timely support, clear guidance, and accurate information in a busy office environment. The ideal candidate is comfortable handling frequent inbound interactions, documenting details carefully, and using multiple systems to resolve questions efficiently. This opportunity is well suited for someone who communicates professionally, stays organized under pressure, and is committed to creating a positive customer experience. Responsibilities:• Manage a steady flow of incoming customer calls with professionalism, courtesy, and efficiency.• Respond to questions about services, processes, and general requests by providing clear and accurate information.• Investigate customer concerns using internal resources and system tools to reach appropriate solutions.• Record call details, customer issues, and outcomes thoroughly in designated databases and tracking systems.• Escalate complicated or unresolved matters to supervisors or the appropriate internal contacts when needed.• Support customers with account changes, status updates, and issue resolution while ensuring accuracy in all entries.• Use multiple computer applications at the same time while maintaining attentive and effective communication with callers.• Adhere to established service guidelines, company procedures, and confidentiality standards when handling sensitive information.• Work closely with colleagues to deliver prompt, consistent, and high-quality customer support.
2026-10-19T15:54:11Z

Member Services Representative

Alexandria, VA
remote
Temporary / Contract
25.65 - 29.70 USD / Hourly
We are looking for a Member Services Representative to support a high-volume service environment. This long-term contract position is ideal for someone who communicates clearly, works efficiently, and delivers dependable assistance to members over the phone. The role requires strong attention to detail, confidence using computer systems, and the ability to manage multiple inquiries while maintaining a helpful and attentive approach. Responsibilities: • Handle a steady flow of incoming member calls and provide accurate, courteous support in a fast-paced call center setting. • Respond to questions, resolve routine service issues, and guide members through available resources and next steps. • Enter and update member information in computer systems with a high level of accuracy and attention to detail. • Document call details thoroughly to ensure complete and organized service records. • Use typing and navigation skills to manage conversations efficiently while accessing multiple systems. • Maintain service quality standards by delivering consistent, attentive customer support on every interaction.
2026-10-16T20:48:49Z

Private Banking Associate

Aventura, FL
onsite
Temporary to Hire
- USD / Hourly
Private Banking AssociateWe are seeking a bilingual Private Banking Associate to support International Private Banking clients with personalized service, account administration, transaction processing, and loan coordination. The ideal candidate has 5–7 years of private banking experience, strong attention to detail, and excellent communication skills in English and Spanish.Responsibilities<ul><li>Deliver professional, personalized service to International Private Banking clients at every touchpoint.</li><li>Prepare account opening documentation based on client type, risk profile, and selected products for client review and signature.</li><li>Verify client instructions and prepare documentation to facilitate accurate, timely transaction processing.</li><li>Coordinate with internal departments and follow up on requests through completion.</li><li>Review and complete Know Your Customer (KYC) documentation across various entity types, minimizing additional requests to clients.</li><li>Respond promptly to client inquiries, instructions, requests, and issues to maintain strong relationships.</li><li>Partner with the credit team on new and existing loan requests, complete return on equity (ROE) models, submit payoff requests, and answer loan-related inquiries.</li><li>Monitor daily client transactions and alert the banking team to potential issues, suspected fraud, or unusual activity.</li></ul>
2026-10-12T10:04:02Z

Customer Service Representative

Wilmington, DE
remote
Temporary / Contract
19.00 - 22.00 USD / Hourly
Job Summary We are seeking a professional, dependable, and customer-focused Customer Service Representative to join our call center team in Wilmington, Delaware. This is a fully onsite role requiring attendance 5 days per week. The ideal candidate will have strong communication skills, a positive attitude, and the ability to handle a high volume of inbound and outbound calls while providing excellent service to customers. Key Responsibilities<ul><li>Handle a high volume of inbound and outbound customer calls in a professional and courteous manner.</li><li>Respond to customer inquiries regarding products, services, account information, billing, or general support needs.</li><li>Resolve customer issues efficiently and accurately while maintaining a high level of customer satisfaction.</li><li>Document customer interactions, concerns, and resolutions in the appropriate systems.</li><li>Escalate complex issues to supervisors or other departments as needed.</li><li>Follow call center procedures, scripts, and quality standards.</li><li>Meet performance goals related to call volume, response time, accuracy, and customer service.</li><li>Assist with follow-up calls, emails, or other communications as required.</li><li>Maintain up-to-date knowledge of company products, services, and policies.</li><li>Collaborate with team members and leadership to support overall service goals.</li></ul>
2026-10-07T15:28:43Z

Associate

Roseville, MN
onsite
Permanent / Full Time
45760.00 - 54080.00 USD / Yearly
We are looking for a detail-oriented Associate to support cash management operations for business banking clients. This position plays an important part in daily transaction processing, client service, and operational oversight, helping ensure banking activities are completed accurately and on time. The role also works across internal teams to maintain secure account access, assist customers with treasury services, and uphold regulatory and policy requirements tied to banking operations. Responsibilities:• Manage daily settlement activities for designated accounts and ensure transactions are completed accurately and within required timelines.• Review wire-related information submitted through online banking channels, prepare wire transfer requests, and post incoming and outgoing wires to the appropriate customer or internal accounts.• Monitor exception reporting and payment activity to identify issues, escalate concerns, and support timely resolution of online banking and cash management items.• Set up cash management services and user access based on executed agreements, including establishing permissions and maintaining access records.• Assist business clients with file origination processes, verify submitted files that exceed approved thresholds, and support contract limit changes when authorized.• Provide training to business users on digital banking and contracted treasury services, helping them use available tools effectively and securely.• Respond to remote deposit and mobile deposit inquiries, review submitted deposit files periodically, and address usage concerns or processing questions.• Report positive pay exceptions or similar account alerts and take appropriate action in accordance with internal procedures.• Follow banking policies, operational procedures, and applicable regulations related to wire transfers, deposits, digital banking, and customer information security. We offer a full suite of Medical Benefits, PTO, and Retirement.
2026-09-29T20:28:42Z

Technical Customer Service Representative

Richfield, MN
onsite
Temporary / Contract
22.00 - 26.00 USD / Hourly
We are seeking a professional and customer-focused Technical Customer Service Representative to join a growing team. This role is responsible for providing technical support to customers, troubleshooting product and service issues, and delivering a high level of customer satisfaction. The ideal candidate will possess strong communication skills, technical aptitude, and the ability to resolve problems in a fast-paced environment.Responsibilities<ul><li>Respond to customer inquiries via phone, email, and chat regarding products, services, and technical concerns.</li><li>Troubleshoot and resolve hardware, software, and system-related issues.</li><li>Document customer interactions accurately within internal systems.</li><li>Escalate complex issues to appropriate teams while ensuring timely follow-up.</li><li>Educate customers on product functionality and best practices.</li><li>Maintain knowledge of company products, services, and technical updates.</li><li>Collaborate with internal departments to resolve customer concerns efficiently.</li><li>Meet established service, quality, and response-time goals.</li></ul>
2026-10-19T16:18:45Z

Customer Service Representative

St. Paul, MN
onsite
Temporary / Contract
17.00 - 21.00 USD / Hourly
We are seeking a dedicated Customer Service Representative to join our growing team. The successful candidate will be responsible for handling customer interactions, resolving inquiries and complaints, and ensuring the highest level of customer satisfaction. Responsibilities:<ul><li>Respond promptly to customer inquiries, handling and resolving customer complaints.</li><li>Maintain a record of customer interactions, comments, and complaints.</li><li>Follow-up on customer interactions.</li><li>Communicate and coordinate with internal departments.</li><li>Deliver excellent customer support and assist in the upgrade of our customer experience.</li><li>Handle incoming calls and emails with professionalism and active listening.</li><li>Provide accurate, appropriate, and immediate responses to all customer inquiries.</li><li>Analyze customer's needs and problem-solve as needed.</li><li>Learn about our product range and services to assist customers effectively.</li><li>Process orders, applications, and requests seamlessly.</li></ul>
2026-10-19T21:54:06Z

Customer Service Representative

Piqua, OH
remote
Temporary / Contract
16.00 - 18.00 USD / Hourly
Our client is seeking a dependable Customer Service Representative for a 3-month contract assignment. This role will focus on providing excellent customer support while also assisting with dispatching and scheduling duties. The ideal candidate is organized, detail-oriented, and comfortable handling a high volume of calls and coordination tasks in a fast-paced environment. Key Responsibilities:<ul><li>Answer incoming customer calls, emails, and service requests in a professional and timely manner</li><li>Provide accurate information regarding services, orders, appointments, and account updates</li><li>Schedule, coordinate, and dispatch service calls or field staff based on business needs</li><li>Communicate with technicians, drivers, or internal teams regarding schedules and customer updates</li><li>Monitor service status and follow up on delays, changes, or customer concerns</li><li>Enter and maintain accurate customer, scheduling, and dispatch records in company systems</li><li>Resolve routine customer issues and escalate more complex concerns as needed</li><li>Support general administrative tasks related to service coordination and customer communication</li></ul>
2026-10-16T18:18:46Z

Customer Service Representative

West Des Moines, IA
onsite
Temporary / Contract
19.00 - 21.00 USD / Hourly
We are looking for a Customer Service Representative to support a busy service team in West Des Moines, Iowa. This Contract position is ideal for someone who communicates clearly, stays organized in a fast-paced environment, and enjoys helping customers resolve questions efficiently. The person in this role will handle a high volume of customer interactions while ensuring accurate order processing and a positive service experience. Responsibilities:• Main customer contact at the weight station, helping customers in person come in and out.• Place outbound calls as needed to follow up on requests, confirm details, or provide updates to customers.• Enter and update order information accurately within internal systems to support smooth processing.• Assist customers with service-related inquiries while maintaining a courteous and helpful approach in every interaction.• Document conversations, actions taken, and next steps to ensure clear records and continuity of service. If this aligns with your career experience, please apply through our Robert Half website or call 515.706.4974 for any questions!
2026-10-16T21:04:06Z

Client Service Specialist II

St. Petersburg, FL
remote
Temporary / Contract
16.00 - 18.00 USD / Hourly
We are looking for a Client Service Specialist II to support commercial and corporate banking clients from our St. Petersburg, FL location. This Long-term Contract position focuses on delivering responsive, accurate service across deposit account onboarding, treasury-related support, and client issue resolution. The ideal candidate brings strong banking knowledge, excellent communication skills, and the ability to coordinate effectively with internal partners to ensure a seamless client experience. Responsibilities:• Guide clients through onboarding activities for deposit accounts and treasury services, helping ensure timely completion and a smooth service experience.• Respond to client inquiries with urgency and accuracy, assessing needs carefully and taking appropriate action to resolve concerns.• Coordinate with internal teams to maintain clear communication, align on next steps, and support consistent service delivery.• Serve as a client advocate by connecting customers with specialized internal resources when more advanced support is required.• Investigate service-related questions and follow through on research requests until a clear resolution is provided.• Recognize opportunities to introduce relevant banking solutions and refer clients to appropriate business line partners.• Maintain detailed records and correspondence using banking platforms, email, and CRM tools such as Salesforce.• Support day-to-day banking operations while managing multiple priorities in a fast-paced service environment.
2026-10-12T15:34:06Z

Associate Advisor

Morristown, NJ
onsite
Permanent / Full Time
75000.00 - 85000.00 USD / Yearly
A successful independent wealth management practice is seeking an Associate Advisor to support advisors and provide exceptional service to a growing client base. This role is ideal for an individual looking to grow into a lead advisory position while gaining hands-on experience in financial planning and wealth management.Responsibilities include:<ul><li>Support advisors with client service and relationship management</li><li>Prepare meeting materials, account paperwork, and financial planning reports</li><li>Conduct investment and planning research</li><li>Address client inquiries and assist with ongoing account maintenance</li><li>Participate in client meetings and planning discussions</li><li>Help ensure a high-touch client experience</li></ul>
2026-10-07T20:08:44Z

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1369 results for Client Services Associate in Secondary