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Client Services Representative United States Jobs

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Client Services Representative
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Join our team in Collierville as a Client Services Representative. Utilize your 2+ years of experience, proficiency in accounting/CRM software, and knowledge of logistics. You will handle customer orders, inquiries, and claims while delivering exceptional service. We offer comprehensive benefits ...
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United States , Collierville
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Not provided
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Robert Half
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Until further notice
Client Services Representative
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Join our team in Collierville as a Client Services Representative. This role requires 2+ years of experience, proficiency in Accounting/CRM software, and expertise in logistics, billing, and claims. You will manage customer orders, inquiries, and ensure exceptional service. We offer comprehensive...
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United States , Collierville
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Not provided
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Robert Half
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Until further notice
Client Service Representative
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Join our team as a Client Service Representative in a remote US role. Utilize your excellent communication and problem-solving skills to support existing clients via outbound calls. You will resolve inquiries, document interactions, and ensure a seamless customer experience. This position require...
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United States
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Not provided
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Staylisted
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Client Services Representative
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Join Wealthfront in Palo Alto as a Client Services Representative. You will provide exceptional support via phone and email, explaining investment concepts and resolving client issues. This role requires a Bachelor's degree, 1+ years in finance/fintech, and strong communication skills. We offer m...
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United States , Palo Alto
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60000.00 - 80000.00 USD / Year
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Wealthfront
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Client Services Representative
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Join our team in Greenville, SC, as a Client Services Representative. You will deliver exceptional client experiences by managing financial transactions and building strong relationships. Ideal candidates have financial sector experience, CRM proficiency, and superb communication skills. We offer...
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United States , Greenville
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Not provided
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Robert Half
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Until further notice
Client Services Representative
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Join a leading financial team in San Francisco as a Client Services Representative. Utilize your CRM and financial process expertise to manage client accounts and build strong relationships. This role offers a comprehensive benefits package including medical, dental, and a 401(k) plan for a dedic...
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United States , San Francisco
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Not provided
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Robert Half
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Until further notice
Bilingual Client Service Representative – Outreach
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Seeking a bilingual English/Spanish Client Service Representative for community outreach in Oakland. You will provide in-person enrollment assistance, education, and support for managed care programs. This role requires strong communication skills, local community knowledge, and reliable transpor...
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United States , Oakland
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20.00 USD / Hour
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MMC Group LP
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Client Services Representative
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Join our established San Diego team as a Client Services Representative. You will be the primary contact, providing outstanding customer service and managing client relations. We seek a detail-oriented professional with strong communication skills and proficiency in Microsoft Office. Enjoy compet...
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United States , San Diego
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Not provided
https://www.roberthalf.com Logo
Robert Half
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Until further notice
Explore a world of opportunity in Client Services Representative jobs, a dynamic and essential profession that sits at the very heart of business-customer relationships. These roles are the critical link between a company and its clients, dedicated to ensuring satisfaction, building loyalty, and fostering long-term partnerships. If you are a person who thrives on interaction, problem-solving, and making a tangible impact, a career as a Client Services Representative offers a rewarding and stable career path with diverse opportunities across virtually every industry, from finance and tech to healthcare and logistics. Professionals in these jobs are primarily responsible for being the first point of contact for clients, handling a wide array of inquiries and requests through various channels like phone, email, and live chat. A typical day involves managing customer orders, providing detailed information about products or services, and resolving issues promptly and effectively. Beyond direct interaction, a significant part of the role revolves around meticulous record-keeping. Representatives are tasked with updating client accounts, processing new applications, tracking important timelines and schedules, and ensuring all data within company systems is accurate and current. This administrative backbone is crucial for executing seamless service delivery and maintaining organized operations. Common responsibilities for individuals in Client Services Representative jobs include building and nurturing strong, positive relationships with both clients and internal teams. They act as the client's advocate within the company, communicating feedback and escalating concerns when necessary. Upholding the company's values and adhering to ethical business practices is paramount. Furthermore, these professionals often handle billing inquiries, assist with claim administration, and manage basic account management functions to ensure a holistic and supportive client experience. To excel in these positions, candidates typically need a blend of strong interpersonal and technical skills. Excellent verbal and written communication abilities are non-negotiable, as is a detail-oriented and patient approach to problem-solving. Proficiency with standard computer programs and specific software systems is a common requirement. Employers often look for experience with Customer Relationship Management (CRM) platforms, accounting or billing software, and other industry-specific systems. While entry-level positions exist, many Client Services Representative jobs prefer candidates with prior experience in a customer-facing role, demonstrating a proven ability to manage multiple tasks in a fast-paced environment. If you are seeking a career where no two days are the same and your success is directly tied to helping others succeed, exploring Client Services Representative jobs is your next strategic move.

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