2,603 Results for Office Services Associate Jobs in Secondary

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Patient Support Associate

Marietta, GA
onsite
Temporary to Hire
16.00 - 18.00 USD / Hourly
We are looking for a Patient Support Associate to join a non-profit healthcare environment in Marietta, Georgia on a contract basis with the potential for a permanent role. This position supports patient registration and front-desk operations by guiding patients through appointments, documentation, and payment processes while creating a welcoming experience. The role also works closely with student interns, faculty, and clinic staff to help maintain accurate records, organized workflows, and responsive service across the clinic. Responsibilities: • Welcome patients and visitors, provide clear information about clinic services, and support a positive experience from arrival through check-out. • Coordinate follow-up visits at check-out, prepare required paperwork, and enter patient details accurately into the electronic records system. • Process copays, deductibles, and outstanding balances, ensuring payments are recorded correctly and receipts are issued promptly. • Reconcile daily cash and payment activity by matching collected funds with batch postings and reporting documentation. • Maintain patient charts, visit documentation, and related files so records remain complete, current, and stored in the proper location. • Partner with other clinic departments to route records appropriately while protecting confidentiality and following applicable organizational guidelines. • Assist with compiling clinic-related reports and provide administrative support for special assignments as needed. • Keep front office and shared work areas clean, orderly, and ready for daily patient activity, and report malfunctioning equipment without delay. • Communicate professionally with patients, faculty, and student interns while responding attentively to questions and service needs.
2026-09-18T14:43:45Z

Associate Operations Coordinator

Memphis, TN
onsite
Temporary / Contract
19.00 - 21.00 USD / Hourly
We are looking for an Associate Operations Coordinator to support daily office and operational activities in Memphis, Tennessee. This Long-term Contract position is ideal for someone who thrives in a fast-paced setting, delivers excellent service, and keeps administrative and shipping-related processes organized and on schedule. The role requires strong communication, sound judgment, and the ability to manage multiple priorities while maintaining accuracy and compliance with established procedures. Responsibilities: • Coordinate day-to-day administrative and operational tasks to keep office activities running smoothly and efficiently. • Provide detail-focused customer support by handling calls, responding to inquiries, and guiding visitors or internal partners with timely information. • Schedule appointments, organize calendars, and help maintain orderly workflow across team activities and service requests. • Prepare, review, and process invoices, operational records, and related documentation with close attention to detail. • Support shipping and load-related functions by tracking information, updating records, and helping ensure timely execution of required steps. • Use Microsoft Office applications to create reports, maintain spreadsheets, and manage routine business correspondence. • Follow standard operating procedures and company policies while helping maintain quality, consistency, and compliance in daily work. • Assist with training coordination and contribute to process improvements that strengthen productivity, service levels, and business operations. • Help maintain accurate data entry and documentation related to compliance practices, including awareness of equal employment and affirmative action standards.
2026-10-16T11:48:41Z

Client Service Leader | RIA Firm

Walnut Creek, CA
remote
Permanent / Full Time
110000.00 - 125000.00 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader who enjoys both people management and process improvement. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently. What You’ll DoTeam Leadership<ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul>Client Service & Operations<ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul>Technology & Process Improvement<ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul>
2026-10-13T02:44:07Z

Office Assistant

Albany, NY
onsite
Temporary / Contract
15.84 - 18.34 USD / Hourly
We are looking for an organized and customer-focused Office Assistant to support daily operations in Albany, New York. This Long-term Contract position is ideal for someone who enjoys working directly with the public, handling administrative tasks, and helping maintain an efficient office environment. The role involves guiding visitors through service processes, reviewing documentation for completeness, and providing hands-on assistance with testing and kiosk support. Responsibilities: • Welcome visitors professionally and provide clear direction based on their service needs. • Review customer documents to confirm required information is complete before processing. • Coordinate visitor flow by monitoring and updating the queue management system. • Evaluate vision screening outcomes accurately and record successful results in the computer system. • Support individuals using self-service kiosks by answering questions and troubleshooting basic issues. • Capture customer photographs for driver's license applications while following office procedures. • Supervise test sessions to help ensure rules and procedures are followed. • Perform general clerical support duties, including document scanning and administrative assistance as needed.
2026-09-23T18:38:47Z

Receptionist

Palo Alto, CA
onsite
Temporary / Contract
22.80 - 24.00 USD / Hourly
We are looking for a detail-oriented Receptionist to support front-desk operations for a contract position based in Palo Alto, California. This role serves as a key point of contact for visitors, callers, and internal teams, helping maintain an organized and responsive office environment. The ideal candidate brings prior experience in office support, strong communication abilities, and the discretion needed to manage confidential information with care. Responsibilities: • Manage front-desk activities by greeting visitors, directing inquiries, and creating a positive first impression for the office. • Operate a multi-line phone system to answer incoming calls promptly, route messages accurately, and connect callers to the appropriate contacts. • Coordinate with supervisors and client stakeholders to address scheduling questions, service needs, and time-sensitive matters. • Prepare, organize, and safeguard confidential records and documents while maintaining accuracy and professionalism. • Provide administrative assistance for daily office functions, including general clerical support and reception coverage. • Take ownership of supplementary assignments and special projects as business needs evolve. • Monitor communication flow across the front office to help ensure deadlines and service expectations are met.
2026-09-24T15:13:46Z

Customer Service Representative

Delray Beach, FL
remote
Temporary / Contract
18.00 - 20.00 USD / Hourly
Are you a customer-focused professional with call center or administrative experience? We're hiring a Customer Service Representative for a fast-paced Delray Beach office. This role combines outbound calling, research, data entry, and clerical support. Responsibilities:<ul><li>Make outbound calls to DMVs and government agencies to obtain and verify information</li><li>Process paperwork, maintain accurate records, and update internal systems</li><li>Handle clerical tasks, document review, and follow-up communication to ensure timely processing</li></ul>
2026-10-09T17:08:42Z

Office Assistant

Parsippany, NJ
onsite
Permanent / Full Time
50000.00 - 65000.00 USD / Yearly
Our client, a growing healthcare and life sciences organization, is seeking a highly organized Office Assistant to support daily business operations. This is an excellent opportunity for someone who enjoys variety in their day, takes initiative, and is eager to learn. The role will support multiple departments including Operations, HR, Finance, and Executive Leadership while helping keep a small, collaborative office running smoothly.Responsibilities<ul><li>Provide general administrative and office support</li><li>Answer phones, greet visitors, and receive packages</li><li>Manage outgoing mail, checks, bank deposits, and office shipments</li><li>Coordinate executive travel arrangements, client meetings, and reservations</li><li>Assist with expense reports and expense tracking</li><li>Support employee onboarding, benefits administration, and other HR-related tasks</li><li>Maintain files, records, and office documentation</li><li>Assist with contract renewals and various business reporting activities</li><li>Take detailed meeting notes and follow through on action items</li><li>Order office supplies and help maintain inventory</li><li>Partner with team members across multiple departments on special projects and administrative needs</li></ul>
2026-10-16T15:13:42Z

Administrative Assistant

Columbia, TN
onsite
Temporary / Contract
17.41 - 20.16 USD / Hourly
We are looking for an Administrative Assistant to support daily office operations in Columbia, Tennessee within a healthcare setting. This Long-term Contract position will partner with department leaders and staff to keep schedules organized, information accurate, and administrative processes running smoothly. The ideal candidate brings strong attention to detail, professionalism, and the ability to manage multiple tasks in a busy environment. Responsibilities: • Coordinate calendars, arrange meetings, and help ensure leaders and team members stay informed of upcoming priorities and commitments. • Respond to inbound calls, direct inquiries appropriately, and provide courteous front-office support for staff and visitors. • Create, edit, and distribute reports, presentations, letters, and other business documents with accuracy and timeliness. • Maintain organized files, records, and sensitive information while following confidentiality standards and office procedures. • Enter and update data in administrative systems, review documents for completeness, and assist with routine processing tasks. • Provide day-to-day operational support for department staff by tracking assignments and helping move office activities forward efficiently. • Assist with special projects and departmental initiatives as needs arise, ensuring deadlines and quality expectations are met.
2026-10-15T18:58:42Z

Care Coordinator

Syracuse, NY
onsite
Temporary to Hire
19.00 - 19.00 USD / Hourly
We are looking for a Care Coordinator to join a healthcare organization in Syracuse, New York in a contract-to-permanent capacity. This position supports clinical operations by overseeing referral and authorization activities, coordinating services, and helping ensure members receive timely assistance. The role also serves as a key administrative resource for the care team, balancing accurate documentation, communication, and day-to-day operational support. Responsibilities: • Maintain and update authorization records in internal systems with a high level of accuracy, and monitor upcoming expirations to support uninterrupted services. • Partner with case management and clinical staff to arrange member services, coordinate scheduling needs, and help keep care plans moving forward. • Communicate routinely with members and external service providers to confirm authorized support and address administrative follow-up needs. • Participate in team meetings to share observations, support workflow improvements, and contribute to ongoing quality initiatives. • Prepare, track, and distribute operational reports as assigned to support departmental oversight and decision-making. • Provide general administrative assistance such as document management, correspondence support, message handling, and other office-related tasks. • Protect sensitive member and organizational information by handling records and communications with professionalism and discretion. • Take on additional duties as needed to support the clinical supervisor and broader care coordination team.
2026-10-01T15:38:42Z

Hospitality Associate

Los Angeles, CA
onsite
Temporary / Contract
21.85 - 25.00 USD / Hourly
We are looking for an experienced Hospitality Associate to support daily workplace services in Los Angeles, California. This Long-term Contract position is ideal for someone who thrives in a fast-moving work setting and takes pride in creating a welcoming, well-organized environment for employees and guests. The person in this role will help coordinate meeting space readiness, maintain shared hospitality areas, and support food service needs with strong attention to detail and communication. Responsibilities: • Prepare conference rooms according to scheduled reservations, including arranging refreshments, supplies, and any special meeting requests. • Maintain a clean, orderly appearance across kitchens, pantries, dining spaces, and meeting rooms throughout the day. • Monitor hospitality inventory levels, restock items as needed, and alert leadership when additional orders should be placed. • Support catering and food service coordination by assisting with deliveries, setup, and related logistics. • Ensure shared service areas remain presentable, functional, and ready for employee and guest use. • Respond promptly to changing priorities in a busy office environment while maintaining a high standard of service. • Communicate with coworkers, supervisors, and vendors in a clear and attentive manner to keep daily operations running smoothly.
2026-10-14T14:13:50Z

Customer Service Representative

Tonawanda, NY
onsite
Temporary / Contract
20.90 - 23.00 USD / Hourly
We are looking for a Customer Service Representative to join a team in Tonawanda, New York for a Long-term Contract opportunity. This position is best suited for someone who enjoys helping customers, managing order-related inquiries, and providing dependable support in a fast-paced office setting. The ideal candidate brings strong communication skills, a service-focused mindset, and the ability to handle both phone-based and administrative tasks with professionalism. Responsibilities: • Respond to incoming customer calls and messages with timely, courteous, and accurate support. • Enter and update customer orders, account details, and service information in internal systems. • Assist customers with product, order, and general service questions while ensuring a positive experience. • Make outbound calls when follow-up is needed to confirm information, resolve issues, or provide status updates. • Coordinate with internal teams to address customer concerns and help move requests through to completion. • Use Microsoft Office and customer service platforms such as HubSpot to document activity and maintain organized records. • Support day-to-day office-based service operations while maintaining professionalism and attention to detail. • Perform occasional physical tasks, including lifting materials weighing up to 50 pounds when required.
2026-10-16T14:54:07Z

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

Front Office Assistant

Milan, IL
onsite
Temporary to Hire
18.00 - 21.00 USD / Hourly
Looking for a role where you can be the person who keeps everything running smoothly? We're partnering with a well-established local organization seeking a detail-oriented Front Office Assistant to support daily office operations. This position is ideal for someone who enjoys variety in their day, takes pride in accurate work, and thrives in a smaller team environment where reliability and initiative are valued. Schedule<ul><li>Monday: 9:00a-6:00p</li><li>Tuesday-Thursday: 10:00a-6:30p</li><li>Friday: 9:00a-5:00p</li></ul>What You'll Do<ul><li>Greet visitors and assist walk-in customers</li><li>Answer and route incoming phone calls</li><li>Process customer orders and make order updates as needed</li><li>Support operations by preparing paperwork and reconciling documentation</li><li>Coordinate with internal departments</li><li>Post customer payments</li><li>Maintain accurate records and data entry</li><li>Support office leadership with administrative projects and reports</li></ul>Why This Opportunity?<ul><li>Stable, established organization</li><li>Small team environment where your contributions make an impact</li><li>Variety of responsibilities across administration and customer service</li></ul>If you enjoy staying organized, supporting a team, and being the go-to person who helps keep an office operating efficiently, we'd love to connect with you.
2026-10-20T20:58:47Z

Operations Manager

San Francisco, CA
onsite
Permanent / Full Time
100000.00 - 120000.00 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. ✨ Branch Operations Manager📍 San Francisco, CA (On-Site)🏢 Respected Wealth Management Firm💰 Competitive Base + Bonus A well-established and highly respected wealth management and financial services firm is seeking an experienced Operations Manager to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates</li><li>Oversee day-to-day branch and operational activities</li><li>Drive process improvements and workflow efficiencies</li><li>Partner with leadership on resource planning and operational strategy</li><li>Monitor team performance and support employee development</li><li>Ensure compliance with industry regulations and firm policies</li><li>Manage operational budgets and resource allocation</li><li>Deliver an exceptional client experience through operational excellence</li><li>Support hiring, onboarding, training, and talent development initiatives</li><li>Collaborate with advisors, operations teams, and key internal stakeholders</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-15T16:28:47Z

Administrative Assistant

Parsippany, NJ
onsite
Permanent / Full Time
60000.00 - 65000.00 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

Benefit Services Representative

Spokane, WA
onsite
Temporary / Contract
24.00 - 26.00 USD / Hourly
We are seeking a detail-oriented Benefits Services Representative to join a company in Spokane, Washington. This position is fully onsite, Monday-Friday. This role involves providing customer service, processing benefits information, resolving inquiries, and ensuring records are accurate and up to date.Responsibilities<ul><li>Respond to employee and client inquiries regarding benefits, eligibility, enrollment, coverage, and plan information.</li><li>Assist with benefits enrollment, changes, and life event updates.</li><li>Process benefits documentation, applications, and other administrative requests accurately and within established deadlines.</li><li>Maintain accurate employee records and update benefits information in internal systems.</li><li>Research and resolve benefits-related issues, escalating complex questions when necessary.</li><li>Communicate with insurance providers, benefits administrators, and internal departments to resolve discrepancies.</li><li>Protect confidential employee and benefits information.</li><li>Provide timely, professional customer service while managing multiple requests and competing priorities.</li></ul>
2026-10-09T19:34:07Z

Customer Service Representative

Burlington, MA
onsite
Temporary / Contract
20.00 - 26.00 USD / Hourly
We are looking for a Customer Service Representative to join a busy on-site team on a contract basis with the potential to become a longer-term opportunity. This role is ideal for someone who brings an approachable communication style and enjoys supporting customers in a structured office setting. You will handle day-to-day customer interactions, assist with orders, and help create a positive experience for clients while working closely with an efficient team. Responsibilities: • Respond to inbound customer inquiries by phone and provide accurate, timely assistance with products, services, and account-related questions. • Enter and update customer orders carefully in internal systems, ensuring information is complete and correct. • Support inside customer service activities by coordinating with team members to resolve issues and maintain smooth daily operations. • Make outbound calls when needed to follow up on customer requests, clarify order details, or provide service updates. • Maintain a courteous and attentive presence in every interaction to deliver a strong customer experience. • Track customer concerns and escalate more complex matters appropriately to help ensure prompt resolution. • Contribute to an organized office environment while adapting to a fast-paced, team-oriented workplace. • Build product and process knowledge over time to support customers effectively and prepare for possible growth into future sales-focused opportunities.
2026-10-20T14:13:45Z

Executive Assistant

Plymouth, PA
onsite
Temporary to Hire
25.00 - 27.00 USD / Hourly
Robert Half is seeking a highly organized and proactive Executive Assistant to support senior leadership and help ensure the office runs smoothly day to day. This role is ideal for someone who thrives in a fast-paced environment, enjoys being a trusted partner to executives, and takes pride in creating structure, efficiency, and a positive workplace experience. The right candidate is adaptable, detail-oriented, and confident managing a wide range of responsibilities — from executive scheduling and communications to office coordination and employee events. If you are resourceful and able to handle sensitive information with professionalism and discretion, we’d love to hear from you! Responsibilities: <ul><li>Manage executive calendars, coordinate meetings, anticipate conflicts, and adjust schedules to keep priorities moving forward. </li><li>Arrange business travel from start to finish, including bookings, itineraries, and timely, accurate expense reporting. </li><li>Prepare, edit, and finalize correspondence, presentations, reports, and other executive-level materials. </li><li>Support leadership meetings by creating agendas, capturing key takeaways, and tracking follow-up items to completion. </li><li>Act as a central point of contact between executives, employees, vendors, and external partners to help maintain clear and timely communication. </li><li>Help oversee day-to-day office operations, including ordering supplies, monitoring inventory, and coordinating with vendors and service providers. </li><li>Maintain accurate records for office equipment, furniture, and other workplace assets while helping keep the office organized and functional. </li><li>Coordinate employee events and internal gatherings, managing logistics such as scheduling, invitations, catering, budgeting, and vendor communication. </li><li>Assist with onboarding logistics by helping prepare workspaces, organizing welcome materials, and supporting first-day office readiness.</li></ul>
2026-10-19T17:33:47Z

Customer Service Representative

Tonawanda, NY
onsite
Permanent / Full Time
43680.00 - 45840.00 USD / Yearly
Robert Half Permanent Placement is partnering with a great company in Tonawanda, NY on their search for a Customer Service Support Representative to join their team. In this role you will be a critical resource and support for a high-impact sales team. This is an in-office role with starting wage of $21 - $23 per hour based on experience and includes a comprehensive total benefits package. Responsibilities include but not limited to: <ul><li>Serve as the primary point of contact for customer inquiries, including answering calls, assisting walk-in customers, and processing fax and e-business orders with accurate pricing and product availability</li><li>Act as a liaison between customers, the factory, and the sales team to ensure timely communication and resolution of requests</li><li>Develop and maintain product knowledge to effectively address customer questions and promote services such as free delivery and custom solutions</li><li>Coordinate inventory availability across the factory and three local WNY offices, ensuring prompt responses to all inquiries within the company’s 4-hour service commitment</li><li>Manage inventory including restocking products, coordinating deliveries, and maintaining organized storage areas that reflect brand standards</li><li>Build strong customer relationships by providing consistent support, identifying new product or service opportunities, and assisting with special requests</li><li>Collaborate with sales, operations, and inside staff to deliver seamless service, promote value-added offerings, and uphold a culture of zero customer disappointments</li><li>Serve as very occasional backup to small deliveries driver and light warehouse work</li></ul>
2026-10-19T15:04:03Z

Event Coordinator

New York, NY
onsite
Temporary / Contract
28.50 - 30.00 USD / Hourly
We are looking for an Event Coordinator to support the planning and delivery of client-facing events in New York, New York. This Long-term Contract position partners closely with the event manager and cross-functional hospitality teams to manage event details from initial intake through on-site execution. The role is ideal for someone who thrives in a fast-paced environment, communicates well with service partners, and can adapt to a schedule that may include extended hours based on event needs. Responsibilities: • Partner with the client-side event manager to organize event logistics and ensure each program is prepared for successful delivery. • Gather and review event details for upcoming functions, translating client needs into clear operational plans. • Oversee coordination for events held in the 8th-floor event space, ensuring room readiness and service alignment. • Collaborate with catering vendors to recommend food selections and service options that match event goals. • Advise on staffing coverage and service support required for each event based on size, format, and timing. • Prepare and finalize event documentation, including quads and other planning materials needed for execution. • Enter and maintain accurate event information within the company system to support scheduling and operations. • Work closely with hospitality and concierge teams to coordinate guest experience, service flow, and on-site support. • Manage events from the initial request stage through live execution, resolving issues quickly and maintaining high service standards.
2026-10-07T19:08:44Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000.00 - 125000.00 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T14:28:41Z

Legal Assistant

Towson, MD
onsite
Permanent / Full Time
55000.00 - 69000.00 USD / Yearly
We are looking for a detail-oriented Legal Assistant to support attorneys and legal staff in a fast-paced legal environment in Towson, Maryland. This position plays a key role in keeping daily operations organized by coordinating schedules, managing documents, handling administrative tasks, and helping maintain accurate client and matter records. The ideal candidate is highly organized, communicates professionally, and can manage confidential information with discretion while balancing multiple priorities. Responsibilities: • Manage attorney calendars and coordinate appointments, meetings, conference logistics, and travel arrangements to support daily workflow. • Review incoming mail and correspondence, organize materials for attorney follow-up, and help ensure timely responses to priority items. • Prepare billing-related documents, process expense and accounting information, and assist with accurate entry of timekeeping records when needed. • Support client matter intake by helping establish new files, conducting conflict checks, and maintaining organized physical and electronic records throughout the matter lifecycle. • Draft, format, and finalize legal correspondence and other documents with a strong focus on accuracy, completeness, and timely delivery. • Handle copying, scanning, emailing, faxing, and filing tasks to ensure documents are properly distributed and retained. • Assist with court-related administrative work, including electronic filing and litigation support activities as required. • Provide coverage for reception and offer administrative support to other team members when workload or scheduling demands require it. • Protect sensitive firm and client information by following confidentiality standards in all communications and recordkeeping activities.
2026-09-22T12:44:05Z

Branch Operations Manager | Reputable Firm

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Operations Manager. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-10-04T20:58:44Z

Customer Service Representative

Teaneck, NJ
onsite
Temporary / Contract
21.00 - 23.00 USD / Hourly
We are looking for a Customer Service Representative to support customers from our office in a fast-moving call center setting. This Long-term Contract position is ideal for someone who enjoys resolving service concerns, guiding customers through requests, and working closely with internal teams to deliver a smooth experience. The person in this role will handle a variety of customer inquiries, provide clear and detail-oriented communication, and help improve service quality through careful follow-up and issue escalation. Responsibilities: • Respond to customer inquiries by phone or other communication channels and work to resolve service-related concerns in a timely manner. • Investigate problems such as missed service events, order questions, and account-related issues, then drive each case through completion. • Enter and manage customer requests accurately while maintaining thorough records and ensuring all necessary follow-up is completed. • Partner with operational, sales, and billing teams to coordinate solutions and deliver consistent support to customers. • Guide customers in using available self-service resources so they can access information and complete basic tasks more efficiently. • Recognize patterns in repeated service issues or workflow obstacles and elevate them to the appropriate team for review and improvement. • Adjust quickly to updated processes, shifting priorities, and changing daily demands within a growing organization.
2026-10-09T13:04:00Z

Customer Service Representative

Fairfax, VA
onsite
Temporary / Contract
18.00 - 19.00 USD / Hourly
We are seeking a customer service representative to provide excellent support to customers by addressing inquiries, resolving issues, and ensuring a positive customer experience. The ideal candidate is professional, detail-oriented, and skilled at communicating across phone, email, and chat channels. Responsibilities:<ul><li>Respond to customer inquiries in a timely and professional manner</li><li>Resolve customer concerns and escalate complex issues when needed</li><li>Maintain accurate records of customer interactions and transactions</li><li>Process orders, returns, and account updates</li><li>Collaborate with internal teams to ensure customer satisfaction</li><li>Identify opportunities to improve service processes</li></ul>
2026-10-16T19:13:41Z

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2603 results for Office Services Associate in Secondary