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269 results for Customer Service Representative in Usa
- Fayetteville, AR
- onsite
- Temporary to Hire
- 20 - 25 USD / Hourly
- # Customer Experience Manager - Property & Casualty Insurance<br><br>## Job Description<br><br>We are seeking a motivated, highly organized Customer Experience Manager to join a growing insurance agency. This position offers a unique opportunity for a licensed insurance professional who enjoys building client relationships, improving processes, and taking ownership of daily operations.<br><br>Working closely with agency leadership and a high-performing insurance producer, this individual will play an important role in delivering exceptional customer service, managing administrative responsibilities, and supporting the continued growth of the business.<br><br>The ideal candidate is proactive, detail-oriented, and capable of balancing customer needs with operational priorities. This is an opportunity for someone who wants to grow alongside an expanding agency and take on increasing responsibility over time.<br><br>## Key Responsibilities<br><br>- Deliver exceptional customer service to new and existing policyholders, serving as a trusted resource for insurance-related questions and needs.<br>- Manage policy servicing activities, including renewals, endorsements, coverage changes, billing inquiries, and documentation.<br>- Provide administrative and operational support to a high-performing insurance producer, helping streamline daily activities and improve productivity.<br>- Coordinate client communications, follow-ups, appointments, and outstanding service requests.<br>- Assist with new business processing, applications, quotes, and coordination with insurance carriers.<br>- Proactively identify opportunities to improve customer satisfaction, retention, and overall service delivery.<br>- Manage client records, documentation, and workflows within agency management systems.<br>- Handle escalated customer concerns with professionalism and a solutions-oriented approach.<br>- Help establish and improve administrative processes that support agency efficiency and continued growth.<br>- Collaborate with agency leadership to identify operational needs and take on additional responsibilities as the business expands.<br><br>## Qualifications<br><br>## Active Property & Casualty Insurance License required.<br>- Previous experience in insurance customer service, account management, or agency operations preferred.<br>- Strong understanding of insurance policies, coverage options, and servicing procedures.<br>- Exceptional organizational skills with the ability to manage competing priorities.<br>- Strong written and verbal communication skills.<br>- Demonstrated ability to take initiative, solve problems, and work independently.<br>- High attention to detail and commitment to delivering an excellent customer experience.<br>- Proficiency with Microsoft Office and insurance agency management systems preferred.<br>- Experience supporting a high-volume insurance producer or growing agency is a plus.<br><br>## What Makes Someone Successful in This Role?<br><br>The ideal candidate is someone who enjoys being a dependable resource for both clients and colleagues. They anticipate needs, take ownership of responsibilities, and find satisfaction in keeping operations organized and running smoothly.<br><br>This individual should be comfortable wearing multiple hats, adapting to changing priorities, and contributing ideas that help the agency operate more effectively.<br><br>Most importantly, we are looking for someone interested in building a long-term career with an organization where their contributions can grow alongside the business.
- 2026-11-09T00:00:00Z
- Baltimore, MD
- onsite
- Temporary / Contract
- 17 - 22 USD / Hourly
- <p>A healthcare organization in Baltimore is seeking an experienced Customer Service Representative with a background in public health to join their team! In this contract position, you will handle high volumes of inbound calls related to public health information, ensuring callers receive accurate guidance and are directed to appropriate resources. This contract role requires strong communication skills and a commitment to excellent customer service.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage high volumes of inbound calls from the public, providing accurate information and support.</li><li>Follow established scripts and protocols to ensure consistent communication.</li><li>Maintain a detail-oriented and courteous demeanor while addressing caller inquiries.</li><li>Ask clarifying questions to understand caller needs and minimize errors.</li><li>Direct callers to the appropriate departments or resources based on their concerns.</li><li>Accurately document call details and interactions in the system.</li><li>Protect caller confidentiality and adhere to organizational policies.</li><li>Escalate complex or urgent issues in accordance with provided guidelines.</li><li>Work collaboratively with team members to ensure smooth operations.</li></ul>
- 2026-11-06T00:00:00Z
- Manchester, NH
- onsite
- Temporary / Contract
- 25.75 - 29.5 USD / Hourly
- <p>We are looking for a Customer Service Coordinator to support customer interactions and appointment management for a busy service operation in Manchester, New Hampshire. This Long-term Contract position is ideal for someone who communicates clearly, stays organized in a fast-paced environment, and can balance incoming requests with scheduling priorities. The person in this role will serve as a key point of contact for customers while helping ensure service appointments and dispatch activities run smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming customer calls with professionalism, provide service-related assistance, and address questions in a timely manner.</p><p>• Coordinate service appointments by matching customer needs with technician availability and operational schedules.</p><p>• Enter orders and service requests accurately into internal systems while maintaining complete and organized records.</p><p>• Place outbound calls as needed to confirm appointments, share updates, and gather missing information from customers.</p><p>• Work closely with dispatch and service teams to assign calls efficiently and support daily route or schedule adjustments.</p><p>• Monitor appointment calendars and make changes when priorities shift, cancellations occur, or urgent requests arise.</p><p>• Provide a high level of customer support by resolving routine concerns and escalating more complex issues when appropriate.</p>
- 2026-11-06T00:00:00Z
- Albany, NY
- onsite
- Temporary / Contract
- 19 - 21 USD / Hourly
- <p>We're partnering with a highly respected nonprofit organization that is actively growing its Member Support team. If you're looking for more than just your next job, this role offers long-term career growth, exceptional benefits upon permanent hire, and the opportunity to work for an organization that makes a meaningful impact in the community!</p><p><br></p><p><strong>What You'll Be Doing:</strong></p><p>• Assisting members in person, over the phone, and via online communication</p><p>• Answering questions and resolving service-related issues</p><p>• Processing transactions and maintaining accurate records</p><p>• Identifying member needs and recommending solutions</p><p>• Building strong customer relationships</p><p>• Working as part of a collaborative, customer-focused team</p><p><br></p><p><strong>We're Looking For People Who:</strong></p><p>• Enjoy helping others and creating a positive experience</p><p>• Build relationships easily and communicate effectively</p><p>• Thrive in a fast-paced environment</p><p>• Demonstrate professionalism, reliability, and a willingness to learn</p><p>• Bring flexibility and dependability to the team</p><p>• Want an opportunity to grow with a respected organization</p><p><br></p><p><strong>What You'll Need:</strong></p><p>• Customer service experience or other people-focused experience</p><p>• Strong communication and problem-solving skills</p><p>• Comfort learning new systems and technology</p><p>• Ability to multitask while maintaining accuracy and professionalism</p><p><br></p><p><strong>Schedule: Consistent two-week rotating schedule with a mix of day and evening shifts, plus alternating Saturdays</strong></p><p>-7:00 AM - 5:00 PM (Day)</p><p>-9:00 AM - 7:00 PM (Evening)</p><p>-8:00 AM - 2:00 PM (Saturday)</p><p>-Schedules provided in advance</p><p>-Predictable rotating schedule</p><p>-Alternating Saturday coverage</p><p>-Potential scheduling flexibility as needed</p><p><br></p><p><strong>Great Backgrounds Include:</strong></p><p>• Customer Service</p><p>• Retail</p><p>• Hospitality</p><p>• Banking</p><p>• Call Center</p><p>• Administrative Support</p><p><br></p><p><strong>Why This Opportunity Stands Out:</strong></p><p>• Temp-to-hire with long-term potential</p><p>• Strong training and career development opportunities</p><p>• Supportive culture and team environment</p><p>• Opportunity to work for a highly recognized organization with a longstanding commitment to the communities it serves</p><p><br></p><p><strong>Transportation-Friendly:</strong> Locations are accessible via the CDTA bus line, making commuting convenient for those who utilize public transportation.</p><p><br></p><p>Interested? We'd love to tell you more!</p><p><br></p><p><strong>Call Parker Huguley or Mary Christman @ 518-462-1430</strong></p><p><br></p><p>We look forward to speaking with you!</p>
- 2026-11-12T00:00:00Z
- Blaine, MN
- onsite
- Permanent / Full Time
- 50000 - 60000 USD / Yearly
- <p>We are looking for a Customer Support Specialist to support customer-facing order operations for our manufacturing team. This position plays a central role in processing orders accurately, coordinating with internal departments, and keeping customers informed throughout the fulfillment cycle. The ideal candidate brings strong organizational skills, sound judgment, and the ability to resolve issues quickly in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the full order lifecycle, from initial entry and validation through shipment follow-up and final invoicing.</p><p>• Maintain accurate order, customer, and transaction records within ERP and related business systems to support smooth daily operations.</p><p>• Keep customers informed of order progress, schedule changes, and service issues with timely and clear communication.</p><p>• Partner with production, planning, quality, warehouse, and shipping teams to align order fulfillment with customer expectations.</p><p>• Process returns, replacements, and order adjustments while ensuring all updates are documented correctly.</p><p>• Investigate delays, discrepancies, and delivery concerns, taking appropriate action to resolve issues or elevate them when needed.</p><p>• Provide administrative support to sales activities by updating account details and assisting with order-related requests.</p><p>• Record customer feedback and recurring service concerns to help improve processes and overall service performance.</p>
- 2026-11-05T00:00:00Z
- Jacksonville, FL
- onsite
- Temporary / Contract
- 17.1 - 19.8 USD / Hourly
- <p>We are looking for a fully on-site, Member Services Representative to support members with day-to-day financial transactions and account-related service needs in our Jacksonville, Florida offices. This Long-term Contract position is ideal for someone who enjoys delivering attentive service, handling cash accurately, and helping members understand solutions that fit their financial goals. The person in this role will contribute to branch success by completing transactions efficiently, maintaining compliance standards, and building positive member relationships through every interaction.</p><p><br></p><p>Responsibilities:</p><p>• Ability to work Monday through Friday fully on-site in our Jacksonville Florida based offices </p><p>• Engage members in meaningful conversations to understand their banking needs and provide appropriate service options.</p><p>• Handle routine financial transactions such as deposits, loan payments, transfers, withdrawals, and other teller activities with accuracy and efficiency.</p><p>• Open new accounts, update existing account details, and add services while following established policies and compliance requirements.</p><p>• Investigate member questions related to accounts, services, and transactions, and resolve issues in a timely and thorough manner.</p><p>• Recommend relevant products and refer lending opportunities by maintaining working knowledge of consumer and mortgage offerings.</p><p>• Balance an assigned cash drawer each day, maintain approved cash limits, and support deposit processing activities under dual-control procedures.</p><p>• Monitor transactions for unusual activity, follow internal security practices, and help safeguard the branch against fraud or forged documents.</p><p>• Support branch outreach, service initiatives, electronic member requests, and additional operational duties as needed, including backup coverage for team functions.</p><p>• Assist with regulatory and audit-related procedures, including adherence to Bank Secrecy Act and Anti-Money Laundering requirements.</p><p>• Travel to other branch locations when needed and provide language support or outbound member communication as assigned.</p>
- 2026-11-12T00:00:00Z
- Blue Bell, PA
- onsite
- Temporary / Contract
- 18 - 20 USD / Hourly
- <p>We are looking for a Patient Service Rep to support patient registration and front-end service activities for a healthcare team in Blue Bell, PA. This Contract position focuses on delivering courteous patient support, coordinating appointment-related activities, and maintaining accurate records in a HIPAA-regulated setting. The ideal candidate is organized, responsive, and comfortable handling scheduling, documentation, and communication tasks in an onsite clinical environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist patients with registration activities, ensuring demographic, insurance, and referral information is entered accurately and completely.</p><p>• Coordinate patient appointments by managing calendars, confirming visit details, and adjusting schedules as needed to support clinic operations.</p><p>• Respond to incoming calls, voicemail, and email inquiries with professionalism, routing messages promptly and providing clear follow-up information.</p><p>• Maintain medical records and related documentation with strong attention to detail while following privacy and compliance standards.</p><p>• Review required forms, submissions, and supporting materials to help keep patient files current and ready for care delivery.</p><p>• Support clinical trial-related administrative tasks when applicable, including scheduling and document handling in accordance with established procedures.</p><p>• Assist with coordination of required candidate screening and other visit preparation activities to help patients move smoothly through the care process.</p><p>• Participate in training activities and apply updated procedures, modules, and workflow guidance to daily registration and service tasks.</p>
- 2026-11-11T00:00:00Z
- Derry, NH
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- We are looking for a Customer Care Associate to support customers with responsive, thoughtful service in a high-volume environment in Derry, New Hampshire. This position is ideal for someone who enjoys solving a wide range of questions, managing administrative tasks accurately, and creating positive interactions at every stage of the customer experience. The role offers the opportunity to build strong product and process knowledge while contributing to efficient day-to-day support operations.<br><br>Responsibilities:<br>• Respond to customer questions and service requests with professionalism, urgency, and attention to detail.<br>• Create positive experiences by resolving issues clearly and following through on each interaction from start to finish.<br>• Build a strong understanding of customer workflows and service expectations to provide accurate support.<br>• Monitor shipment activity across multiple carriers and communicate status updates as needed.<br>• Maintain organized records and complete administrative tasks that support customer care operations.<br>• Apply sound judgment and problem-solving skills to handle a variety of inquiries in a fast-moving setting.<br>• Continuously expand knowledge and use new information to improve future customer interactions.
- 2026-10-29T00:00:00Z
- Chula Vista, CA
- onsite
- Temporary / Contract
- 23.98 - 23.98 USD / Hourly
- We are looking for a detail-oriented Customer Sales Support team member to join a fast-paced team in Chula Vista, California. This Long-term Contract position supports sales operations and customer relationships by handling service requests, coordinating order activity, and helping ensure timely, accurate communication across the order lifecycle. The role works closely with airline customers, repair facilities, brokers, and internal teams to deliver responsive support and maintain a high standard of service.<br><br>Responsibilities:<br>• Support airline customers, maintenance organizations, and broker partners by addressing service needs related to aftermarket spare parts and ongoing account activity.<br>• Assist customers with portal usage by guiding them through available tools, resolving access or navigation questions, and promoting effective self-service where appropriate.<br>• Enter and manage customer orders and quotations in line with established procedures, while routing specialized issues to the correct internal contacts when needed.<br>• Follow up on credit-related approvals and invoice payment matters to help move orders forward without unnecessary delays.<br>• Track customer interactions, order updates, and service actions within designated CRM and business systems to maintain accurate records.<br>• Work with shipping, provisioning, and warehouse teams to accelerate deliveries, investigate shipment status, and communicate updates to customers.<br>• Prepare regular productivity and status reporting for leadership to support visibility into daily performance and operational goals.<br>• Contribute ideas that improve service quality, workflow efficiency, and overall customer experience within a continuous improvement environment.
- 2026-10-26T00:00:00Z
- Hillside, IL
- onsite
- Permanent / Full Time
- 80000 - 100000 USD / Yearly
- <p>Our client is looking for an experienced Senior Customer Service Representative to support complex print and marketing projects for customers in Illinois. This role serves as a central point of coordination from project intake through final billing, helping ensure specifications are accurate, timelines stay on track, and clients receive responsive service throughout the process. The ideal candidate brings strong communication skills, attention to detail, and the ability to work across multiple departments to deliver high-quality results and resolve issues effectively.</p><p><br></p><p><strong>Salary: $80,000-$100,000 </strong></p><p><strong>Benefits: Health, vision, dental, 401K, STD/LTD, Life Insurance, PTO</strong></p><p><strong>Schedule: 100% on-site, 7:00 AM–4:00 PM OR 8:00 AM–5:00 PM</strong></p><p> <strong>***PRINT INDUSTRY EXPERIENCE REQUIRED***</strong></p><p> </p><p><br></p><p>Responsibilities:</p><p>• Oversee assigned customer accounts and job requests from initial intake through estimating, order setup, production coordination, delivery, invoicing, and post-completion follow-up.</p><p>• Evaluate purchase orders, artwork files, mailing details, samples, schedules, inventory needs, and shipping instructions to confirm all project information is complete and accurate before release.</p><p>• Prepare and maintain job documentation, production directions, project timelines, estimate records, change logs, and account-specific instructions to clearly communicate client expectations.</p><p>• Collaborate with Sales and Estimating teams to validate scope, quantities, materials, production approach, pricing assumptions, and external service needs before work begins.</p><p>• Work closely with planning, scheduling, production, purchasing, quality, mailing, fulfillment, and shipping teams to build realistic schedules and meet customer commitments.</p><p>• Track live projects, anticipate delays or specification issues, communicate updates quickly, and drive problem resolution to minimize impact on delivery expectations.</p><p>• Document and manage revisions involving scope, specifications, quantities, timing, materials, or freight requirements while ensuring pricing and production details remain accurate.</p><p>• Review completed jobs for production outcomes, added charges, freight costs, third-party expenses, and billing details to support accurate closeout and invoicing.</p><p>• Address customer concerns related to quality, shortages, damage, late shipments, or billing discrepancies by coordinating corrective actions and maintaining clear, attentive communication.</p><p>• Contribute to customer onboarding activities, site visits, meetings, press checks, sample requests, and process improvement efforts that strengthen service quality and operational efficiency.</p><p><br></p><p><strong><em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster</em></strong></p>
- 2026-10-27T00:00:00Z
- Memphis, TN
- onsite
- Temporary to Hire
- 15 - 15 USD / Hourly
- <p>We are offering a contract to hire employment opportunity for a diligent and attentive Customer Service Representative in the museum industry located in downtown Memphis. This role involves providing exceptional guest services, maintaining the flow of traffic, working in the gift shop, and becoming an expert on the museum. </p><p> </p><p>This is an on-your-feet role and does require working every Saturday and Sunday, plus three other days during the week to be a full-time 40 hour work week. Hours are 8:30-5:30. Please apply for this role if you have great customer service experience, can stand for periods of time, and able to commit to weekend hours</p><p> </p><p>Responsibilities:</p><p>• Greet guests at the entrance and box office, ensuring a warm and welcoming experience.</p><p>• Become proficient in knowledge about the museum to accurately and enthusiastically share information with guests.</p><p>• Monitor assigned areas within the museum exhibit halls, ensuring all areas are covered and maintained.</p><p>• Assist guests by providing directions and answering any inquiries they may have about the exhibits.</p><p>• May be stationed at various points within the museum, including the entrance, hallways, etc. and are expected to manage these stations effectively.</p><p>• Provide talking points and relevant information to guests.</p><p>• Achieve organizational sales and service goals by promoting and selling museum merchandise.</p><p>• Assist in managing store inventory and ensuring the retail store is well-stocked and organized.</p><p>• Maintain a high level of customer service and retail sales skills to effectively engage with guests and enhance their museum experience.</p><p>• Direct guests efficiently throughout the museum to maintain a smooth flow of traffic.</p>
- 2026-11-10T00:00:00Z
- Long Island City, NY
- onsite
- Temporary to Hire
- 28.5 - 30 USD / Hourly
- We are looking for a bilingual customer service team member to join a fast-moving team in Long Island City, New York. This Contract to permanent position centers on in-person support at a walk-up service window, where you will assist customers while also contributing to operational tasks and data review. The ideal candidate is confident working directly with people, comfortable handling spreadsheets and analysis, and motivated to identify ways to improve daily processes.<br><br>Responsibilities:<br>• Deliver detail-oriented in-person assistance to drivers and other customers at a walk-up service window in Long Island City, New York.<br>• Review service and operational information in Excel to spot patterns, summarize findings, and support informed decisions.<br>• Maintain accurate records and complete documentation related to daily service activities and operational workflows.<br>• Investigate chargeback-related questions and help coordinate timely follow-up and resolution when needed.<br>• Recommend practical improvements that enhance service quality, efficiency, and day-to-day operations.<br>• Collaborate closely with a small on-site team to ensure smooth customer support in a high-traffic environment.<br>• Learn internal procedures and become a reliable resource for questions tied to customer service and operational support.<br>• Provide assistance during onboarding and knowledge transfer activities to support continuity within the role.
- 2026-11-13T00:00:00Z
- Lorain, OH
- onsite
- Temporary to Hire
- 17.1 - 18 USD / Hourly
- <p>We are looking for a Customer Service Representative to join a mission-driven non-profit organization in Lorain, Ohio. This on-site opportunity is a contract position, designed for someone who brings strong customer support experience, sound judgment, and a compassionate approach when assisting community members. The person in this role will help applicants navigate services, manage required documentation, and keep records organized and secure while contributing to a responsive and well-organized office environment.</p><p><br></p><p>Responsibilities:</p><p>• Assist clients with the application process by explaining next steps, gathering required information, and ensuring submissions are completed accurately.</p><p>• Review documents for completeness and accuracy, follow up on missing items, and maintain records in accordance with agency guidelines and confidentiality standards.</p><p>• Respond to inbound questions by phone, in person, and through virtual interactions, providing clear and courteous service to applicants and community members.</p><p>• Conduct applicant interviews, coordinate appointment scheduling, and help keep daily workflows moving efficiently.</p><p>• Enter and update case or client information in internal systems with a high level of precision and attention to detail.</p><p>• Identify issues that may delay processing, communicate concerns promptly, and support timely resolution of client service matters.</p><p>• Perform general administrative support such as typing correspondence, handling mail, organizing files, and operating standard office equipment.</p><p>• Participate in training activities and follow established procedures to support consistent service delivery across the office.</p>
- 2026-11-13T00:00:00Z
- White Bear Lake, MN
- onsite
- Temporary to Hire
- 23.75 - 27.5 USD / Hourly
- <p>We are looking for a Spanish Bilingual Customer Service Representative to join a manufacturing team in Minnesota. This long term contract-to-permanent position is ideal for someone who enjoys helping customers, solving product-related questions, and working in a fast-paced technical environment. The person in this role will support customers by identifying appropriate tooling options, addressing inquiries with professionalism, and partnering with internal and external teams to deliver strong service.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries by phone and email, providing timely support and clear guidance on product and tooling-related questions.</p><p>• Evaluate customer drawings, specifications, and application details to recommend solutions that align with operational needs.</p><p>• Enter and manage orders accurately while maintaining complete and organized customer information in company systems.</p><p>• Explain technical product information in a way that customers can easily understand and apply to their manufacturing processes.</p><p>• Work closely with colleagues, sales representatives, designers, and distribution partners to coordinate service and resolve issues efficiently.</p><p>• Support both inbound and outbound customer communication to strengthen relationships and ensure follow-up on open requests.</p><p>• Assist in resolving customer concerns by identifying practical options and helping guide them toward the best available solution.</p><p>• Contribute to additional service and administrative tasks as directed by leadership to support team goals.</p>
- 2026-11-06T00:00:00Z
- Coxsackie, NY
- onsite
- Temporary to Hire
- 22 - 30 USD / Hourly
- <p><strong>Customer Service Lead</strong></p><p><em>Coxsackie, NY | Contract Opportunity</em></p><p><br></p><p>Are you a customer service professional who loves creating order, improving processes, and leading by example? We're partnering with a growing manufacturing organization in <strong>Coxsackie, NY </strong>seeking a <strong>Customer Service Lead </strong>who can elevate the customer experience while helping shape the future of the department.</p><p><br></p><p>This is more than a traditional customer service role. You'll serve as a key resource for customers, collaborate across multiple departments, streamline processes, develop standard operating procedures, and help build a customer service function that is efficient, responsive, and best-in-class. If you're someone who thrives in a fast-paced environment, enjoys solving problems, and is excited by the opportunity to make a lasting impact, we'd love to hear from you.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><p><strong>Lead Process Improvement & Team Development</strong></p><ul><li>Develop and maintain Standard Operating Procedures (SOPs) to create consistency, efficiency, and scalability.</li><li>Evaluate and modernize current customer service processes, workflows, and strategies.</li><li>Identify opportunities for continuous improvement and implement solutions that enhance service quality and operational performance.</li><li>Help establish best practices and support the ongoing growth of the customer service function.</li></ul><p><strong>Deliver an Exceptional Customer Experience</strong></p><ul><li>Become a trusted product resource and assist customers with product applications, order quantities, and related inquiries.</li><li>Respond promptly and professionally to customer requests while ensuring a high level of service and satisfaction.</li><li>Manage customer orders from entry through fulfillment, verifying pricing, shipping instructions, warehouse selection, and delivery requirements.</li><li>Prepare quotations, samples, and other customer requests accurately and efficiently.</li></ul><p><strong>Drive Operational Excellence</strong></p><ul><li>Partner closely with sales, operations, production, shipping, and warehouse teams to ensure customer expectations are met.</li><li>Monitor daily customer service and shipping activity, proactively identifying and resolving issues.</li><li>Track customer concerns, order discrepancies, and service trends while maintaining detailed documentation.</li><li>Ensure accuracy, accountability, and responsiveness across all customer-facing processes.</li></ul>
- 2026-10-27T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 70000 - 90000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Carlos, CA
- remote
- Permanent / Full Time
- 60000 - 90000 USD / Yearly
- <p>Anisa Henry is partnered with a growing independent wealth management firm and is seeking a Client Service Associate to join its expanding team.<strong> </strong>This position is ideal for someone who enjoys building client relationships, thrives in an operations-focused role, and is looking to build a long-term career in wealth management rather than pursuing a financial advisor track. This established fiduciary-focused firm has been serving individuals and families for more than two decades, providing personalized financial guidance and a high-touch client experience. The team is committed to putting clients' best interests first while delivering exceptional service and comprehensive wealth management solutions.</p><p><br></p><p>The <strong>Client Service Associate</strong> will support advisors and the operations team by managing day-to-day client service requests, account maintenance, paperwork processing, and administrative functions. This individual will serve as a key point of contact for clients, helping ensure requests are handled accurately, efficiently, and with a high level of professionalism.</p><p>This is an excellent opportunity to join a collaborative, client-centric firm experiencing strong growth, where team members are valued and have the opportunity to make a meaningful impact.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Process new account openings and ongoing account maintenance.</li><li>Handle beneficiary updates, address changes, money movement requests, and other account-related transactions.</li><li>Assist with insurance paperwork and collect required client information.</li><li>Communicate with clients by phone and email to obtain documentation and answer questions.</li><li>Coordinate with custodians and internal team members to complete client requests.</li><li>Review paperwork for accuracy and completeness before submission.</li><li>Maintain accurate client records and documentation.</li><li>Support advisors with day-to-day client service and operational activities.</li><li>Assist with additional administrative and operational projects as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a highly successful and rapidly growing wealth management practice with a strong reputation for client service and advisor excellence.</li><li>Stable, well-established firm with a long-term vision and commitment to sustainable growth.</li><li>Fully remote position offering the flexibility to work from anywhere in the U.S.</li><li>Collaborative, close-knit team environment with meaningful exposure to advisors and clients.</li><li>Opportunity to make an immediate impact by supporting a busy and expanding practice.</li><li>Ideal for someone seeking a long-term career in client service, operations, and wealth management.</li><li>Flexible work culture that supports strong work-life balance.</li><li>High-visibility role with ongoing opportunities to learn, contribute, and grow professionally within a respected advisory firm.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-10-29T00:00:00Z
- Las Vegas, NV
- remote
- Permanent / Full Time
- 45000 - 52000 USD / Yearly
- <p>We are looking for a Client Service Associate to support investors and account holders with responsive, knowledgeable service. In this role, you will help clients navigate account activity, answer questions about retirement account options and alternative investments, and provide steady guidance throughout the customer journey. The ideal candidate brings a service-minded approach, strong attention to detail, and the ability to communicate clearly while handling sensitive financial information with care.</p><p><br></p><p>Responsibilities:</p><p>• Provide clear guidance to clients on account features, self-directed retirement solutions, trust structures, and digital asset-related topics in an easy-to-understand manner.</p><p>• Assist customers with transactions and account-related steps from initial setup through ongoing servicing and other lifecycle events.</p><p>• Investigate client concerns, resolve routine issues efficiently, and route more complex matters to the appropriate internal specialists.</p><p>• Maintain a strong working knowledge of available products, account structures, and investment options to deliver accurate support.</p><p>• Manage incoming work queues and daily priorities to help ensure timely follow-up and service standards are consistently met.</p><p>• Support routine servicing needs such as account updates, maintenance requests, and basic technical assistance.</p><p>• Document customer conversations and service activities thoroughly and accurately within company systems.</p><p>• Work closely with partners across multiple teams to deliver a consistent and seamless client experience.</p><p>• Stay informed on company policies and applicable industry regulations related to self-directed retirement accounts.</p><p>• Contribute to team development by participating in meetings, coaching sessions, training, and process improvement efforts, including thoughtful use of AI tools and sharing productivity best practices.</p>
- 2026-11-05T00:00:00Z
- Muskegon, MI
- onsite
- Temporary / Contract
- 19.95 - 21 USD / Hourly
- <p>We are looking for a Customer Success Specialist in the Muskegon, MI area to support residents, contractors, and community partners with permit-related services. This Contract position is ideal for someone who enjoys delivering responsive customer service, managing detailed administrative processes, and keeping multiple requests moving efficiently. The person in this role will help guide customers through the permit lifecycle while maintaining accurate records and collaborating with internal technical staff to ensure dependable service. Possible contract to hire, 30 days minimum on contract, 100% onsite, Monday-Thursday, 7:30am-5:30pm, Fridays off. Start as soon as next day!</p><p><br></p><p>Responsibilities:</p><p>• Assist customers by phone, email, and in person with questions related to permits, application status, and building department services.</p><p>• Receive permit applications, review submitted information for completeness, and move requests through each stage of the approval and closeout process.</p><p>• Maintain organized records for permit files, correspondence, inspection documents, plans, drawings, and other departmental materials.</p><p>• Coordinate with inspectors and plan review personnel to support consistent workflows and timely communication across the permitting process.</p><p>• Monitor open permits and follow up on outstanding items to help keep applications, reviews, inspections, and final closures on schedule.</p><p>• Provide attentive support to contractors, government representatives, and members of the public while resolving service issues with sound judgment.</p><p>• Use office software and permitting systems to enter, update, track, and retrieve information accurately.</p><p>• Contribute to process consistency by helping document and uphold standard administrative practices within the building department.</p>
- 2026-11-12T00:00:00Z
- Wilmington, DE
- onsite
- Temporary to Hire
- 19 - 19 USD / Hourly
- <p>We are looking for a <strong>Customer Success Specialist/Claims Processor</strong> to support individuals with questions related to unclaimed property claims. This contract opportunity with permanent potential is ideal for someone who is comfortable managing a high volume of inbound calls, guiding customers through claim-related questions, and completing accurate follow-up work in a fast-paced environment. The person in this role will combine strong service skills with careful documentation and sound judgment to help ensure each claim is handled thoroughly and professionally.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.</p><p>• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.</p><p>• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.</p><p>• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.</p><p>• Enter, review, and validate claim data according to established procedures and quality expectations.</p><p>• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.</p><p>• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.</p><p>• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.</p><p>• Support additional administrative assignments and special projects as business needs require.</p>
- 2026-10-23T00:00:00Z
- Philadelphia, PA
- onsite
- Temporary / Contract
- 17 - 20 USD / Hourly
- <p>Join a growing manufacturing company in the Philadelphia area as a Customer Success Specialist! Robert Half is hiring for a contract position responsible for keeping orders on track, delivering outstanding customer service, and ensuring seamless communication throughout the fulfillment process. This role works closely with cross-functional teams to resolve customer inquiries, coordinate shipping activities, and maintain organized, accurate documentation.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary point of contact for customers, providing timely updates on order status, delivery schedules, returns, warranty inquiries, and account-related requests.</li><li>Manage customer orders from entry through fulfillment, ensuring accuracy, completeness, and compliance with product specifications using company systems and Microsoft Office tools.</li><li>Collaborate with purchasing, design, production, and finance teams to validate requirements, resolve discrepancies, and keep orders progressing efficiently.</li><li>Prepare and maintain essential operational documentation, including shipping records, labels, invoices, and order files, while ensuring accurate account and order records.</li><li>Monitor shared inboxes and communication channels, responding professionally to customer and internal inquiries and coordinating resolution of service, inventory, and basic account support issues.</li><li>Assist with inventory control activities, including cycle counts, stock verification, and adherence to established inventory management procedures.</li></ul>
- 2026-11-13T00:00:00Z
- Deerfield Beach, FL
- onsite
- Temporary / Contract
- 19.95 - 23.1 USD / Hourly
- We are looking for a Customer Success Specialist to join our team in Florida on a contract basis. This in-office role is centered on delivering a high-quality customer experience by supporting clients throughout the order lifecycle and serving as a key link between sales, service, and logistics. The position will help strengthen customer relationships, coordinate order activity, and ensure responsive communication across internal teams and external accounts.<br><br>Responsibilities:<br>• Build positive, long-term relationships with customers by providing attentive service and representing the company with strong attention to detail.<br>• Support post-sale customer needs by coordinating warranty assistance, answering service-related questions, and guiding clients to appropriate resources.<br>• Enter and manage customer account information in the company CRM and process sales orders, acknowledgements, and pro forma invoices with accuracy.<br>• Track open orders, confirm production lead times, and keep customers informed of shipment schedules or any changes affecting delivery.<br>• Partner with internal teams to address order delays, help prioritize urgent requests, and maintain a smooth fulfillment process.<br>• Record customer comments, concerns, and compliments in the appropriate system and escalate service issues to the right department when needed.<br>• Maintain warranty records and ensure related documentation is updated promptly and accurately.<br>• Assist with shipping coordination by preparing required documentation and helping arrange outbound deliveries based on customer expectations.<br>• Provide operational support for warehouse and inventory activities, including stock monitoring and periodic inventory counts as needed.
- 2026-11-11T00:00:00Z
- Oak Ridge, TN
- onsite
- Temporary / Contract
- 25 - 27.5 USD / Hourly
- <p>We are looking for a Customer Success Specialist to join a contract assignment in Tennessee. This position supports customer service operations by strengthening team processes, guiding new hires, and promoting consistent service delivery. The ideal candidate brings hands-on customer support experience, communicates clearly, and can quickly become a trusted resource on internal tools and workflow standards.</p><p><br></p><p>Responsibilities:</p><p>• Create and refine operating procedures that give the customer support team clear, repeatable guidance for daily work.</p><p>• Lead onboarding and practical instruction for new team members, covering service expectations, policies, workflows, and support tools.</p><p>• Build familiarity with internal platforms and act as a go-to resource for teammates who need help navigating systems or resolving process questions.</p><p>• Provide coaching and hands-on training that improves employee confidence, accuracy, and productivity in customer-facing tasks.</p><p>• Support the growth of the support function by contributing to team development, process standardization, and efficient onboarding practices.</p><p>• Review support activity to help maintain strong service quality, dependable responses, and consistent execution across the team.</p><p>• Step in on more complex customer concerns, investigate issues thoroughly, and deliver timely, effective resolutions.</p><p>• Evaluate current workflows to uncover inefficiencies and recommend practical improvements that strengthen customer satisfaction and operational effectiveness.</p><p>• Work closely with leadership to roll out service policies, training approaches, and support strategies aligned with business goals.</p><p><br></p><p>For Immediate consideration please call Lauren Bond 865-370-2212 </p>
- 2026-11-09T00:00:00Z
- North Aurora, IL
- onsite
- Temporary to Hire
- 23.75 - 25 USD / Hourly
- We are looking for a Customer Success Specialist to join a manufacturing organization in North Aurora, Illinois on a contract-to-permanent basis. This role is ideal for someone who combines strong customer service instincts with a detail-oriented approach to order accuracy, cross-functional coordination, and issue resolution. You will serve as a key link between customers and internal teams, helping ensure orders move efficiently from intake through completion while supporting a high standard of service and compliance.<br><br>Responsibilities:<br>• Evaluate incoming customer orders to confirm accuracy, completeness, and alignment with required product specifications before processing.<br>• Partner with engineering teams to clarify configurations, confirm build viability, and resolve technical questions tied to customer requests.<br>• Manage special-order activity by directing requests through the appropriate review channels and following up to keep timelines on track.<br>• Administer change documentation, maintain accurate records, and coordinate approvals across relevant departments.<br>• Assist with customer portal activity and internal order workflows by investigating transmission errors, connectivity concerns, and related system issues.<br>• Provide timely updates to stakeholders regarding order status, processing developments, and resolution of service-related problems.<br>• Track daily performance indicators, prepare operational reporting, and contribute ideas that improve workflow efficiency and service quality.<br>• Support onboarding and team development by sharing best practices in order entry and maintaining current process documentation.<br>• Conduct restricted party screening to help uphold trade compliance requirements and internal policy standards.
- 2026-11-12T00:00:00Z