Client Services Agent Job at Robert Half (Boise)

Client Services Agent

We are looking for a dependable Client Services Agent to provide high-quality su...

Location

United States , Boise

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong background in customer service, client support, or a related customer experience role
Excellent attention to detail with the ability to enter and verify information accurately on the first pass
Ability to manage confidential information responsibly and work within privacy and compliance expectations
Comfort using multiple systems at once, including Microsoft 365 applications such as Outlook, Teams, and SharePoint
Proven ability to prioritize tasks, adapt to changing demands, and remain organized in a busy environment
Self-directed work style with the confidence to operate independently while staying connected to a broader team
Clear written and verbal communication skills, including clear email correspondence and issue escalation
Ability to learn new platforms quickly, troubleshoot common user issues, and document work thoroughly

Job Responsibility

Review, process, and maintain employee and client documentation with a strong focus on accuracy, timeliness, and confidentiality
Direct forms, records, and service-related communications to the appropriate internal contacts to keep workflows moving efficiently
Investigate and help resolve issues involving payroll access, time entry, and related online system functionality
Assist families with Medicaid-related fund administration and ensure transactions are handled correctly
Use internal platforms and Microsoft-based tools to complete payroll, timekeeping, communication, and record-management tasks
Protect sensitive personal data by following established privacy standards, compliance procedures, and documentation practices
Adjust daily priorities as workload demands shift and respond effectively to changing deadlines and business needs
Partner with colleagues across teams to solve problems, share updates, and support consistent service delivery
Raise questions, communicate discrepancies promptly, and escalate concerns in a thorough and solution-oriented manner
Support electronic documentation workflows, including digital forms and e-signature processes, as systems and procedures evolve

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Enrolled Agent - Client Services

As an Enrolled Agent, you will serve as the primary client-facing Enrolled Agent...

Location

United States , Irvine

Salary:

72000.00 - 80000.00 USD / Year

TaxRise

Expiration Date

Until further notice

Requirements

Active Enrolled Agent (EA) credential in good standing
Minimum of 1 year of hands-on experience in an Enrolled Agent or tax resolution role
Proven experience handling complex individual tax resolution cases and IRS collections matters
Strong working knowledge of IRS procedures, timelines, and compliance requirements
A client-first mindset with a genuine enjoyment of speaking with clients and guiding them through challenging situations
Strong collaboration skills and a demonstrated ability to work closely with Tax Preparers and other tax professionals
Excellent written and verbal communication skills, with the ability to explain complex tax matters in a clear, reassuring way
Strong organizational skills and ability to manage multiple complex cases simultaneously
Comfort working in a fast-paced, metrics-driven environment
Proficiency with case management systems, CRM tools, and Microsoft Office or Google Workspace

Job Responsibility

Serve as the primary client-facing Enrolled Agent for a small pipeline of strategic client cases involving the most complex tax issues
Conduct detailed client assessments to understand financial circumstances, compliance gaps, and resolution opportunities
Exercise sound judgment and discretion to determine what documentation is required to strengthen a client’s resolution position
Proactively request, gather, and review client documentation to ensure accuracy, completeness, and readiness for submission
Prepare resolution cases and packages, including Offers in Compromise (OIC) and Revenue Officer–assigned matters, for handoff to the Tax Professional
Partner closely with Tax Professionals and Tax Preparers to align on strategy and ensure cases are positioned for successful resolution
Clearly explain resolution pathways, documentation needs, and next steps to clients throughout the process
Maintain thorough, timely, and accurate case notes and documentation within internal systems
Identify opportunities to improve case outcomes and flag potential escalations or alternative strategies
Deliver a high-touch, relationship-driven client experience while meeting quality, compliance, and productivity standards

What we offer

Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
Monthly bonus tied to productivity, accuracy, and case progression

Fulltime

Front Desk Guest Services Agent

The Hospitality Worker II is responsible for ensuring guest satisfaction by book...

Location

United States , Shepherdstown

Salary:

Not provided

Aramark

Expiration Date

Until further notice

Requirements

Previous guest services experience required
Previous cash handling experience preferred
Demonstrates excellent customer service skills
Demonstrates interpersonal and communication skills, both verbal and written
Demonstrate organizational skills, accuracy, and attention to detail

Job Responsibility

Greet and provide customer service to guests while anticipating their needs
Supply guests or travelers with directions, travel information, and other information such as available services and points of interest
Book reservations, rentals, and coordinate registration
Operate a register and/or software system to complete cash and credit card transactions
Answers phone calls and emails and delivers messages as needed
Maintains excellent customer service and positive attitude towards guest, customers, clients, co-workers, etc.
Coordinate resolution of guest concerns
Communicates closely with all departments to ensure a seamless guest experience

Senior Team Lead, Managed Services Client Service Desk

The Senior Team Lead, Managed Services Client Service Desk is a developing subje...

Location

South Africa , Cape Town

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

A good understanding of the vast range of IT operations and company service offerings
Displays excellent levels of client engagement and service orientation
Demonstrates operational team management skills and the ability to effectively manage the resources that report to them
Good collaboration skills and ability to interact professionally
Demonstrates understanding of project management principles
Strong documentation skills and expertise in handling escalated customer issues
Bachelor's degree or equivalent in information technology or related field
Relevant technical certifications preferred
ITIL v4 specialist certification and knowledge is preferred
ITIL Specialist (Managing Professional) certification is preferred

Job Responsibility

Responsible for managing a team of service desk agents
Ensures resource allocation, attendance, effective achievement of KPI's and planning activities
Contributes to the process of managing tickets or calls logged at the service desk
Ensures all incidents which are logged, are accurately registered and categorized
Ensures the allocation of an appropriate ticket prioritization code upon receipt of the ticket/call and during the logging process
Ensures ticket diagnosis is conducted to discover the full symptoms, determine what has gone wrong and how to correct it
Ensures reported faults are investigated and diagnosed
Be expected to take ownership and resolve or further escalate escalated incidents
Checks incidents are fully resolved and users and/or clients are satisfied and agree to close the related incident
Ensures relevant actions have been logged to enable tracking

Fulltime

Team Lead, Managed Services Client Service Desk

The Team Lead, Managed Services Client Service Desk is an entry level subject ma...

Location

South Africa , Port Elizabeth

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Some understanding of the vast range of IT operations and company service offerings
Displays good levels of client engagement and service orientation
Demonstrates operational team management skills and ability to effectively manage the resources that report to them
Good collaboration skills and ability to interact professionally
Some understanding of project management principles
Bachelor's degree or equivalent in information technology or related field
ITIL v4 specialist certification and knowledge is required
Demonstrated relevant work experience gained in call center managed services/services delivery environment within a medium to large information technology environment
2-3 years worked experience in as a Service Desk Team Lead role or similar
Entry level team management/leadership experience

Job Responsibility

Responsible for managing a team of junior service desk agents and / or administrators
Ensures resource allocation, attendance, effective achievement of KPI's and planning activities
Contributes to the process of managing tickets or calls logged at the service desk
Ensures all incidents which are logged, are accurately registered and categorized
Ensures the allocation of an appropriate ticket prioritization code upon receipt of the ticket/call and during the logging process
Ensures ticket diagnosis is conducted to discover the full symptoms, determine what has gone wrong and how to correct it
Be expected to take ownership and resolve or further escalate escalated incidents
Checks incidents are fully resolved, and users and/or clients are satisfied and agree to close the related incident
Ensures relevant actions have been logged to enable tracking
Monitors the performance of the team and identifies any training/ coaching intervention required

Fulltime

Team Lead, Managed Services Client Service Desk

The Team Lead, Managed Services Client Service Desk at NTT DATA is an entry-leve...

Location

United States of America

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Some understanding of the vast range of IT operations and company service offerings
Displays good levels of client engagement and service orientation
Demonstrates operational team management skills and ability to effectively manage the resources that report to them
Good collaboration skills and ability to interact professionally
Some understanding of project management principles
Bachelor's degree or equivalent in information technology or related field
Relevant technical certifications preferred
ITIL v4 specialist certification and knowledge is required
Demonstrated relevant work experience gained in call center managed services/services delivery environment within a medium to large information technology environment
Entry level team management/leadership experience

Job Responsibility

Responsible for managing a team of junior service desk agents and/or administrators
Ensures resource allocation, attendance, effective achievement of KPI's and planning activities
Contributes to the process of managing tickets or calls logged at the service desk
Ensures all incidents which are logged, are accurately registered and categorized
Ensures the allocation of an appropriate ticket prioritization code upon receipt of the ticket/call and during the logging process
Ensures ticket diagnosis is conducted to discover the full symptoms, determine what has gone wrong and how to correct it
Be expected to take ownership and resolve or further escalate escalated incidents
Checks incidents are fully resolved, and users and/or clients are satisfied and agree to close the related incident
Ensures relevant actions have been logged to enable tracking
Monitors the performance of the team and identifies any training/coaching intervention required

Fulltime

Client Services and RFP Manager

Our client is a successful boutique asset manager. They are hiring a French spea...

Location

France , Paris

Salary:

Not provided

Stephen Bell Associates

Expiration Date

Until further notice

Requirements

speak fluent French and English
possess proven client services and RFP experience gained in asset management
good knowledge of investment products
strong communication and project management skills
excellent attention to detail
ability to prioritise and meet multiple deadlines

Job Responsibility

act as the primary point of contact for institutional and wholesale clients in France and several other European markets
support the completion of RFPs, DDQs and ad-hoc requests from prospective and existing clients
attend client review meetings and send follow-up reports
deliver client onboarding, including financial analysis and coordination with transfer agents
handle clients enquiries regarding fund features, portfolio management and market data
manage client queries and process their portfolio requests to agreed service levels
undertake monthly reporting for existing clients
work with sales, fund operations and finance to resolve client services issues
produce distribution agreements, platforms registrations and KYC in collaboration with compliance
undertake CRM monitoring and reporting

Fulltime

Team Lead, Managed Services Client Service Desk

The Team Lead for Managed Services Client Service Desk is an entry-level positio...

Location

India , Karnātaka

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent in information technology or related field
Relevant technical certifications preferred
ITIL v4 specialist certification and knowledge is required
Demonstrated relevant work experience gained in call center managed services/services delivery environment within a medium to large information technology environment
Entry level team management/leadership experience
Demonstrable experience leading a team of service desk agents preferably within a global technology organization

Job Responsibility

Responsible for managing a team of junior service desk agents and / or administrators
Ensures resource allocation, attendance, effective achievement of KPI’s and planning activities
Contributes to the process of managing tickets or calls logged at the service desk
Ensures all incidents which are logged, are accurately registered and categorized
Ensures the allocation of an appropriate ticket prioritization code upon receipt of the ticket/call and during the logging process
Ensures ticket diagnosis is conducted to discover the full symptoms, determine what has gone wrong and how to correct it
Be expected to take ownership and resolve or further escalate escalated incidents
Checks incidents are fully resolved, and users and/or clients are satisfied and agree to close the related incident
Ensures relevant actions have been logged to enable tracking
Monitors the performance of the team and identifies any training/ coaching intervention required

Fulltime

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Client Services Agent

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