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Client Services Representative Jobs (On-site work)

5 Job Offers

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Senior Client Services Representative
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Senior Client Services Representative needed in La Jolla for a leading wealth management firm. You will support high-net-worth clients and financial advisors, handling account servicing, client communications, and operational tasks. Ideal candidates have 5+ years of experience in financial servic...
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Location
United States , La Jolla
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Not provided
https://www.roberthalf.com Logo
Robert Half
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Until further notice
Client Services Representative
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Join a leading insurance organization as a Client Services Representative in San Diego. Leverage your 1–3+ years of customer service experience to resolve client inquiries, manage account updates, and ensure a seamless service experience. This role demands strong communication skills, attention t...
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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
Client Services Representative
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Join our team in Winter Park, Florida, as a Client Services Representative. This key role supports executive leadership and ensures smooth office operations through expert administration and client service. We seek an organized professional with 3+ years of experience and strong communication ski...
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United States , Winter Park
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Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
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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Location
United States , Collierville
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Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
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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Location
United States , Collierville
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Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice

About the Client Services Representative role

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.