958 Results for Client Services Specialist Jobs in Yardi

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Client Services Specialist

Irving, TX
onsite
Temporary / Contract
19.00 - 24.00 USD / Hourly
We are looking for a Client Services Specialist to support event-related client interactions and deliver a high standard of service for attendees, exhibitors, and internal teams. This is a Contract position with an initial 12-week assignment and potential for longer-term opportunity. The person in this role will help ensure event information is accurate, customer questions are resolved efficiently, and service processes are continuously improved to create a strong overall experience. Responsibilities:• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.• Process and update registrations across various event systems with a high level of accuracy and attention to detail.• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.
2026-10-19T15:23:44Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
24.00 - 28.00 USD / Hourly
We are looking for a Client Services Specialist to support event participants, exhibitors, and internal teams by delivering responsive, high-quality service throughout the event lifecycle. This is a Contract position based in Irving, Texas offering an initial 12-week assignment with potential for longer-term opportunity. The person in this role will help ensure registration, exhibitor services, and event communications run smoothly while contributing ideas that strengthen the overall customer experience. Responsibilities:• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.• Take on additional assignments that support team objectives and evolving business needs.
2026-10-19T15:23:44Z

Senior Client Services Specialist

Irving, TX
onsite
Temporary / Contract
20.00 - 23.00 USD / Hourly
We are looking for a Senior Client Services Specialist to join our team in a Contract role. This 12-week opportunity is ideal for a client-focused specialist who can manage commercial portfolio support, strengthen exhibitor and stakeholder relationships, and help deliver high-quality event experiences. The position combines day-to-day service coordination with process improvement, cross-functional collaboration, and occasional travel to support on-site event operations. Responsibilities: • Act as the main point of contact for assigned commercial accounts, delivering responsive support and building strong client relationships throughout the event lifecycle. • Create and carry out outreach efforts that keep clients informed, address questions early, and encourage greater participation and satisfaction. • Gather input from exhibitors and internal partners, review service workflows, and recommend practical changes that improve the overall customer experience. • Work closely with cross-functional teams to coordinate service delivery, resolve issues efficiently, and maintain smooth operational execution. • Travel to event sites as needed to oversee service areas, support floor operations, and help ensure a well-organized experience for clients and attendees. • Partner with contractors and external vendors to align service expectations, support event execution, and maintain productive working relationships. • Contribute to the preparation and review of exhibitor service materials, ensuring information is clear, accurate, and aligned with event policies and safety requirements. • Assist with financial and account-related activities such as billing coordination, reconciliations, and other support tied to client service operations when needed.
2026-10-19T13:13:44Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
22.80 - 23.00 USD / Hourly
We are looking for a Client Services Specialist to support event operations and deliver a high-quality experience for attendees, exhibitors, and internal teams in Irving, Texas. This is a Contract position with an initial 12-week term and the potential to transition into a longer-term opportunity. The person in this role will serve as a key point of contact, helping coordinate event-related services, resolve questions efficiently, and improve communication across multiple programs and live events. Responsibilities: • Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion. • Review event-related web content regularly to confirm information is accurate, easy to navigate, and aligned with program needs. • Troubleshoot registration and service-related concerns by identifying root causes and applying practical solutions. • Work closely with internal departments and external partners to introduce service improvements that strengthen the overall event experience. • Process and update registrations across multiple platforms with a high level of accuracy and attention to detail. • Track exhibitor timelines, service needs, and communications to keep deliverables organized and stakeholders informed. • Coordinate with operations teams to prepare exhibitor pricing materials and support rate structure planning. • Create and maintain exhibitor service documentation, including vendor details, service options, and booth compliance guidelines for assigned events. • Travel as needed to conferences, trade shows, client locations, and vendor meetings to support event execution. • Contribute to additional event and client service activities as business needs evolve.
2026-10-26T12:58:42Z

Customer Service Specialist

Eagan, MN
onsite
Temporary / Contract
20.00 - 22.00 USD / Hourly
We are looking for a Customer Service Specialist to support customers by delivering responsive service, resolving questions, and ensuring a positive experience throughout every interaction. This role combines customer support, problem-solving, and administrative responsibilities while working closely with internal teams to ensure customer needs are met efficiently and professionally. The ideal candidate is proactive, organized, and enjoys building strong relationships while providing high-quality service in a fast-paced environment. Responsibilities<ul><li>Assist customers with questions, requests, and service-related concerns through phone, email, and other communication channels.</li><li>Investigate and resolve customer issues by identifying solutions and coordinating with internal departments.</li><li>Maintain accurate records of customer interactions, updates, and follow-up activities.</li><li>Process customer requests, documentation, and account changes while ensuring accuracy and compliance with company procedures.</li><li>Track open requests and ensure timely resolution of outstanding items.</li><li>Support scheduling, coordination, and administrative processes related to customer service operations.</li><li>Contribute to a positive customer experience by demonstrating professionalism, patience, and attention to detail.</li></ul>
2026-11-05T16:23:43Z

Client Service Specialist II

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

Customer Service Specialist

Fairfax, VA
onsite
Temporary / Contract
20.00 - 23.00 USD / Hourly
We are seeking a Customer Service Specialist to provide exceptional support to customers by answering inquiries, resolving issues, and ensuring a positive experience across phone, email, and chat channels. The ideal candidate is a strong communicator, problem solver, and team player who thrives in a fast-paced environment. Responsibilities:<ul><li>Provide administrative support for day-to-day business operations</li><li>Assist with the contract process, including documentation and follow-up</li><li>Handle customer service inquiries and resolve issues in a professional manner</li><li>Send follow-up emails and maintain clear communication with customers and internal teams</li><li>Enter and update data in Excel, including working with columns, rows, and spreadsheets</li><li>Navigate and use various software systems efficiently</li><li>Maintain accurate records and ensure timely completion of assigned tasks</li></ul>
2026-11-03T19:48:44Z

Investor Services Specialist

Chicago, IL
onsite
Permanent / Full Time
50000.00 - 60000.00 USD / Yearly
We are looking for an Investor Services Specialist to support servicing clients and help deliver a high standard of account and portfolio administration in northwest suburbs of Chicago IL. This role partners with internal teams and external stakeholders to manage portfolio setup, client communications, reporting support, and service-related requests. The ideal candidate brings mortgage servicing knowledge, strong organization, and a client-focused approach to maintaining smooth day-to-day operations. Responsibilities:• Build productive relationships with assigned clients by providing timely updates, dependable follow-through, and detail-oriented support.• Organize activities related to new portfolio setup, loan boarding, servicing transfers, and release coordination to ensure accurate execution.• Partner with internal departments to launch new client portfolios and keep implementation tasks on schedule.• Deliver guidance and training to clients on servicing portals, reporting tools, system features, and available services.• Manage audit confirmation requests, portfolio review support, and other client-driven servicing needs.• Research account activity and prepare payment histories, servicing summaries, and detailed loan analyses as needed.• Act as a central communication link between clients and internal teams to resolve issues and maintain service continuity.• Contribute to service-level tracking, operational reporting, quality efforts, and ongoing process enhancements.• Use servicing platforms, workflow applications, and reporting tools to complete work accurately and efficiently.
2026-10-23T14:08:42Z

Customer Service Specialist

Horsham, PA
onsite
Permanent / Full Time
45000.00 - 50000.00 USD / Yearly
We are looking for a Customer Service Specialist to support customer interactions and core accounting-related tasks in Horsham, Pennsylvania. This position blends service-focused communication with accurate financial processing, making it ideal for someone who can manage inquiries while maintaining strong attention to detail. The role will contribute to billing support, payment application, and record accuracy while helping ensure a smooth experience for customers and internal teams. Responsibilities: • Respond to customer questions regarding billing, payments, and account activity in a timely and detail-focused manner. • Enter customer and financial information into internal systems with a high level of accuracy and consistency. • Process invoices and related documentation while helping maintain organized and up-to-date records. • Support accounts receivable activities by tracking outstanding balances and assisting with payment posting. • Investigate account discrepancies and work with internal partners to resolve issues efficiently. • Maintain clear documentation of customer interactions, transaction updates, and follow-up actions. • Provide administrative support for routine accounting tasks tied to customer accounts and payment activity.
2026-11-02T21:18:38Z

Customer Service Specialist

Buffalo, NY
onsite
Temporary / Contract
19.00 - 24.00 USD / Hourly
We are looking for a Customer Service Specialist to join a busy support team in New York. This Contract position focuses on delivering timely assistance to customers, handling high-volume phone interactions, and ensuring orders are entered accurately. The ideal candidate is attentive, detail-oriented, and comfortable managing both inbound and outbound communication while maintaining a positive customer experience. Responsibilities: • Respond to incoming customer calls courteously and provide clear, helpful support for a range of service needs. • Place outbound calls as needed to follow up on requests, confirm details, or provide updates to customers. • Enter customer orders carefully and verify information to support accurate processing and timely fulfillment. • Address questions, concerns, and service issues by identifying solutions and guiding customers through next steps. • Maintain detailed and accurate records of customer interactions, order information, and case activity. • Work efficiently in a call center environment while meeting service expectations for responsiveness and quality.
2026-11-05T16:28:46Z

Service Specialist

Rochester, NY
remote
Temporary / Contract
20.90 - 24.20 USD / Hourly
We are looking for a Service Specialist to provide responsive support for customer and product-related inquiries within a corporate partnerships environment. This contract position focuses on delivering timely service across multiple offerings, maintaining accurate records, and helping ensure issues are resolved within established service expectations. The ideal candidate brings strong communication skills, comfort in a fast-paced call environment, and a proactive approach to improving the customer experience. Responsibilities: • Provide attentive support for customer questions and service needs across several partnership-related products and programs. • Track open requests closely and take timely action to bring items to resolution within defined service commitments. • Build working knowledge of assigned products, service guidelines, and relevant industry practices to support accurate responses. • Record customer interactions, updates, and outcomes thoroughly to maintain complete and reliable documentation. • Use business systems and software tools effectively to manage case activity, enter data, and support daily operations. • Identify workflow gaps or recurring service challenges and collaborate with leadership on practical improvements. • Assist team members by sharing guidance, answering questions, and promoting consistent service standards. • Manage high-volume inbound and outbound communication while maintaining organization, quality, and attention to detail.
2026-11-05T19:28:45Z

Customer Support Specialist

Bethesda, MD
onsite
Temporary / Contract
22.00 - 26.00 USD / Hourly
We are seeking a Customer Support Specialist to provide exceptional service to customers by answering inquiries, resolving issues, and ensuring a positive customer experience. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately. Responsibilities:• Respond to customer inquiries via phone, email, and chat• Resolve issues and document outcomes in CRM systems• Escalate complex issues to internal teams• Identify service trends and improvement opportunities
2026-10-26T17:33:43Z

Sales Support Specialist

Philadelphia, PA
onsite
Permanent / Full Time
- USD / Yearly
We have partnered with a thriving, manufacturer on their search for an organized Sales Support Specialist with proven expertise providing price quotes and completing order fulfillment. As the Sales Support Specialist, you will handle tasks such as: preparing reports, assisting the sales team on leads, researching product pricing, handling administrative duties, preparing sales presentations/proposals/contracts, coordinating the ordering process workflow, and manage the communication channels between internal departments. The ideal candidate for this role should have an intense passion for client satisfaction, advanced multi-tasking capabilities, superb customer service skills and a strong drive for problem-solving. What you get to do everyday· Provide administrative support to sales team· Fulfill customer inquiries· Serve as liaison between sales team, clients, and internal departments· Manage and update customer accounts and CRM systems· Resolve pricing issues/errors· Build strong customer relationships· Review and analyze customer feedback· Track sales leads, monitor progress, and ensure follow-up· Provide customer quotes and pricing· Troubleshoot data performance inquiries
2026-11-06T18:08:45Z

Customer Support Specialist

Blaine, MN
onsite
Permanent / Full Time
50000.00 - 60000.00 USD / Yearly
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. Responsibilities:• Oversee the full order lifecycle, from initial entry and validation through shipment follow-up and final invoicing.• Maintain accurate order, customer, and transaction records within ERP and related business systems to support smooth daily operations.• Keep customers informed of order progress, schedule changes, and service issues with timely and clear communication.• Partner with production, planning, quality, warehouse, and shipping teams to align order fulfillment with customer expectations.• Process returns, replacements, and order adjustments while ensuring all updates are documented correctly.• Investigate delays, discrepancies, and delivery concerns, taking appropriate action to resolve issues or elevate them when needed.• Provide administrative support to sales activities by updating account details and assisting with order-related requests.• Record customer feedback and recurring service concerns to help improve processes and overall service performance.
2026-11-05T19:23:44Z

Web Content Specialist

Coppell, TX
onsite
Permanent / Full Time
60000.00 - 75000.00 USD / Yearly
We are partnering with a growing technology company to identify a Web Support Specialist who will serve as the primary point of contact for clients following website launch. This role combines website support, client services, and account management responsibilities and is ideal for someone who enjoys helping people while managing and maintaining websites. Key Responsibilities:<ol><li>Serve as the primary contact for client website requests, updates, and support needs.</li><li>Manage website content changes, maintenance requests, and ongoing updates.</li><li>Troubleshoot website issues and coordinate with developers when technical support is needed.</li><li>Track, prioritize, and resolve client requests in a timely manner.</li><li>Build strong client relationships through exceptional service and communication.</li><li>Ensure website updates are completed accurately and efficiently.</li><li>Document support requests, resolutions, and recurring issues.</li><li>Help drive a positive client experience throughout the support lifecycle.</li></ol>
2026-10-28T16:38:46Z

Client Success Specialist

San Diego, CA
remote
Temporary / Contract
24.00 - 25.00 USD / Hourly
About the OpportunityOur client in the financial services industry is seeking a customer-focused and detail-oriented Client Success Specialist to join their team. This individual will serve as a primary point of contact for clients, helping build strong relationships, ensure a positive client experience, and support the successful delivery of financial services and solutions.The ideal candidate is proactive, organized, and comfortable managing multiple client requests in a fast-paced environment. This is an excellent opportunity for someone who enjoys relationship management, problem-solving, and providing exceptional service.Key Responsibilities<ul><li>Serve as a primary point of contact for client inquiries, providing timely, professional, and accurate responses.</li><li>Build and maintain strong client relationships to support satisfaction, engagement, and long-term retention.</li><li>Assist clients with account-related questions, service requests, documentation, and general inquiries.</li><li>Proactively follow up with clients to ensure requests are resolved and expectations are met.</li><li>Coordinate with internal teams to address client needs, troubleshoot issues, and facilitate efficient service delivery.</li><li>Maintain accurate client records, account information, and communication notes within internal systems or CRM platforms.</li><li>Monitor outstanding requests and manage competing priorities to ensure timely resolution.</li><li>Identify opportunities to improve the client experience, streamline processes, and enhance service quality.</li><li>Handle confidential financial and client information with discretion and in accordance with company policies and procedures.</li><li>Support client onboarding, account maintenance, and other administrative processes as needed.</li></ul>
2026-10-23T17:28:43Z

Patient Services Specialist

Atlanta, GA
onsite
Temporary to Hire
19.00 - 22.00 USD / Hourly
We are looking for a detail-oriented Patient Services Specialist to support patient service operations for a medical device organization in Atlanta, Georgia. This contract position with the potential to become permanent plays an important role in coordinating device-related workflows, maintaining accurate records, and helping ensure timely service for patients and customers. The ideal candidate brings strong administrative ability, a service-focused mindset, and the organization skills needed to manage multiple tasks in a fast-paced environment. Responsibilities: • Enter and process new patient details in internal platforms and Salesforce with a high level of accuracy. • Prepare and activate patient devices in accordance with order and service requirements. • Review, attach, and maintain supporting documentation for each device request based on customer needs. • Generate shipment labels and confirm that shipping information is complete and correct before dispatch. • Upload required reports and maintain current records within company systems. • Monitor outbound and return deliveries, keeping visibility on device movement to and from patients. • Provide occasional support with patient scheduling and coordination of device assignments. • Proactively identify potential delivery obstacles, communicate with internal teams and customers, and help resolve issues to avoid service delays. • Follow attendance expectations, workplace safety standards, and established operating procedures while completing daily responsibilities.
2026-10-15T18:08:51Z

Workplace Experience Support Specialist

Dubuque, IL
remote
Temporary / Contract
17.00 - 19.00 USD / Hourly
Help Create an Exceptional Workplace Experience- We're seeking a Workplace Experience Support Specialist to help deliver a best-in-class experience for employees, clients, and visitors within a professional office environment. This role is responsible for supporting daily office operations, hospitality services, facilities coordination, reception activities, and workplace culture initiatives. The ideal candidate enjoys being the go-to resource for office support, thrives in a fast-paced environment, and takes pride in creating a welcoming, organized, and efficient workplace. If you enjoy creating exceptional experiences, staying organized, and being the person who helps keep an office running smoothly, we'd love to hear from you. Apply today or give our team a call at 563-359-3995! What You'll Do<ul><li>Serve as a primary point of contact for employees, visitors, clients, and vendors</li><li>Create a welcoming and professional experience for all office guests</li><li>Manage visitor check-in processes and reception responsibilities</li><li>Answer and direct calls through a multi-line phone system</li><li>Coordinate meeting rooms, hospitality services, and office-related events</li><li>Support daily office operations to ensure the workplace remains organized, functional, and professional</li><li>Partner with building management and service vendors regarding facility needs and maintenance requests</li><li>Help maintain a safe, clean, and well-maintained office environment</li><li>Coordinate office equipment, furniture, telephones, security badges, and workplace resources</li><li>Manage office and breakroom supply inventory, ordering, and replenishment</li><li>Prepare presentations, meeting materials, reports, handouts, charts, graphics, and supporting documentation</li><li>Support employee engagement and workplace culture initiatives</li><li>Assist with special projects and operational requests across multiple business areas</li><li>Serve as a liaison between office leadership and workplace support functions as needed</li></ul>Why You'll Love This Opportunity<ul><li>Diverse responsibilities that blend office operations, employee experience, hospitality, and facilities coordination</li><li>High-visibility role supporting employees, leadership, clients, and visitors</li><li>Opportunity to contribute to a positive and engaging workplace culture</li><li>Collaborative, professional, and team-oriented environment</li></ul>If you enjoy creating exceptional experiences, staying organized, and being the person who helps keep an office running smoothly, we'd love to hear from you.
2026-10-09T20:23:48Z

Mortgage Payoff Specialist

Chicago, IL
onsite
Permanent / Full Time
45000.00 - 60000.00 USD / Yearly
We are looking for a Mortgage Payoff Specialist to support loan payoff administration and collateral release activities for our servicing operations in the northwest suburbs of Chicago, Illinois. In this role, you will help ensure paid-in-full loans are handled accurately, borrower refunds are processed correctly, and lien release documentation is completed on time. The ideal candidate brings a strong service mindset, careful attention to detail, and the ability to work within established mortgage servicing standards and client guidelines. Responsibilities:• Prepare and deliver accurate mortgage payoff statements by reviewing loan data, fees, interest, and other applicable balances.• Track loans approaching maturity or final payment and send required notices to borrowers in a timely manner.• Resolve payoff shortages by communicating outstanding amounts and coordinating follow-up until balances are cleared.• Complete paid-in-full processing, including confirmation notices and related account updates within servicing records.• Calculate and issue surplus funds, borrower refunds, and other disbursements connected to loan payoff activity.• Create, submit, and monitor lien release, satisfaction, reconveyance, and similar collateral documents through the appropriate recording channels.• Investigate payoff discrepancies, account questions, and exceptions raised by borrowers, clients, attorneys, title partners, or internal teams.• Maintain complete and accurate documentation in servicing platforms while supporting quality reviews and issue resolution efforts.
2026-11-06T14:48:43Z

Operations Support Specialist

Indianapolis, IN
onsite
Temporary to Hire
19.00 - 22.00 USD / Hourly
We are looking for a versatile Operations Support Specialist to join our team in Indianapolis, Indiana in a contract role with the potential to become permanent. This part time position is ideal for someone who enjoys variety in their workday and can step into different functions to help keep daily operations running efficiently. You will support customer-facing activities, administrative processes, basic accounting tasks, and shipping functions while contributing to a collaborative small-business environment. Responsibilities:• Support order processing by entering customer purchases, preparing estimates, and confirming product availability, pricing, and delivery details.• Serve as a point of contact for customers and suppliers, responding to routine inquiries and helping maintain smooth communication across transactions.• Provide coverage for sales support duties when needed and assist the team during high-volume periods.• Contribute to accounts receivable and accounts payable activities by helping with invoice handling, payment processing, and account record updates.• Assist with incoming shipments by checking delivered items against purchase documentation and noting discrepancies when necessary.• Prepare outbound packages, complete shipment paperwork, and create labels to help ensure timely delivery to customers.• Perform general warehouse and office support tasks as business needs shift throughout the day.• Cross-train across multiple operational areas so you can step in when team members are unavailable and help maintain continuity.• Complete routine administrative work such as data entry, document organization, and other clerical support that keeps operations on track.
2026-11-05T21:58:41Z

Sales Support Specialist

Rockville, MD
onsite
Temporary / Contract
24.00 - 28.00 USD / Hourly
We are seeking a detail-oriented Sales Support Specialist to assist our sales team with administrative, operational, and customer-facing activities. This role supports sales operations through reporting, CRM management, and client coordination. The ideal candidate is organized, responsive, and comfortable working in a fast-paced environment. Responsibilities<ul><li>Prepare sales reports, proposals, and presentations</li><li>Maintain CRM records and client data</li><li>Process orders and ensure documentation accuracy</li><li>Support client follow-ups and internal coordination</li></ul>
2026-10-26T18:03:55Z

Senior Client Services Representative

San Diego, CA
remote
Temporary / Contract
42.00 - 56.00 USD / Hourly
Position OverviewOur client, a growing wealth management firm, is seeking a Senior Client Services Associate to support its advisory team and help deliver an exceptional client experience. This individual will play an integral role in managing client account administration, coordinating onboarding activities, supporting reporting processes, and ensuring day-to-day operations run smoothly. The Senior Client Services Associate will work closely with financial advisors, internal operations teams, and external partners to address client needs, maintain accurate records, and support efficient workflows. This role will also provide guidance to junior team members and contribute to the development of processes that enhance service delivery and support the firm's continued growth. The ideal candidate is proactive, detail-oriented, and comfortable balancing competing priorities in a client-focused financial services environment. Key Responsibilities<ul><li>Partner with financial advisors to coordinate client requests, manage service priorities, and ensure timely follow-up.</li><li>Facilitate new client onboarding, including preparing, processing, and tracking account documentation across relevant platforms.</li><li>Coordinate account maintenance requests, asset transfers, fund movements, and other account-related activities.</li><li>Assist with portfolio reporting, account reviews, and the preparation and reconciliation of client performance reports.</li><li>Manage advisor calendars and coordinate client meetings, appointments, and follow-up communications.</li><li>Serve as a reliable point of contact for internal teams, custodians, and other external partners to help resolve client service needs.</li><li>Maintain accurate client files, account records, and documentation in accordance with internal procedures and applicable regulatory requirements.</li><li>Collaborate with compliance and operations teams to support periodic reviews, documentation requests, billing processes, and reporting requirements.</li><li>Monitor outstanding client requests and account activity to ensure tasks are completed accurately and within established deadlines.</li><li>Identify opportunities to streamline workflows, improve consistency, and enhance the overall client and advisor experience.</li><li>Provide day-to-day guidance, training, and mentorship to junior client service team members.</li><li>Assist with developing and maintaining standardized procedures, workflows, and best practices.</li><li>Serve as a knowledgeable resource for client service and operational matters within the office.</li><li>Support the implementation of process improvements as the firm continues to grow.</li></ul>
2026-10-23T18:58:45Z

Enrollment Specialist

Huntington Beach, CA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for an Enrollment Specialist to support individuals exploring federal student loan repayment and forgiveness solutions in Huntington Beach, California. This Contract position is ideal for someone who can combine consultative customer support with strong attention to detail while helping clients understand available options. The role focuses on guiding borrowers through eligibility reviews, enrollment steps, and required documentation with professionalism and care. Responsibilities: • Speak with prospective clients to understand their student loan situations and provide informed guidance on repayment and forgiveness pathways. • Evaluate borrower financial details and loan records to identify programs that may align with eligibility criteria. • Lead clients through each stage of the enrollment process, including gathering, organizing, and preparing required documents. • Record client communications, application details, and status updates accurately in the company system. • Handle sensitive personal and financial information in accordance with established policies and regulatory standards. • Provide clear, supportive service that helps clients feel informed, respected, and confident throughout the process. • Work closely with cross-functional teams to keep enrollment activities moving efficiently and ensure timely follow-up. • Achieve performance goals related to quality, responsiveness, and productivity while maintaining a client-focused approach.
2026-10-20T15:34:07Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000.00 - 100000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-11-06T14:48:43Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000.00 - 131000.00 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. 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>
2026-10-16T13:04:08Z

958 results for Client Services Specialist in Yardi