Client Services Representative Job at Robert Half (Sanford)

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

Client Services Representative

The main focus of this role will be handling customer orders and inquiries, ensu...

Location

United States , Collierville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a similar role as a Client Services Representative
Proficiency in using Accounting Software Systems
Familiarity with ADP - Financial Services is necessary
Ability to navigate and effectively use Computer Programs
Experience with CRM systems is required
Comfortable in using EHR SYSTEM
Knowledge of About Time software would be advantageous
Capable of Answering Inbound Calls in a detail oriented manner
Understands Benefit Functions and can carry them out efficiently
Ability to perform Billing Functions

Job Responsibility

Efficiently enter all customer orders and maintain high service standards for both internal and external customers
Actively monitor various communication channels to respond to customer inquiries promptly
Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor
Regularly update company-related software to ensure accurate information is available for executing delivery and pickup
Uphold the company's core values and conduct all business operations in a highly ethical manner
Maintain accurate customer credit records and process customer credit applications with precision
Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels
Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner
Communicate intercompany charges and inform supervisor of any vendor or customer disputes
Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Client Services Representative

The selected candidate will be based in Collierville, Tennessee, 38017, United S...

Location

United States , Collierville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a similar role as a Client Services Representative
Proficiency in using Accounting Software Systems
Familiarity with ADP - Financial Services is necessary
Ability to navigate and effectively use Computer Programs
Experience with CRM systems is required
Comfortable in using EHR SYSTEM
Knowledge of About Time software would be advantageous
Capable of Answering Inbound Calls in a detail oriented manner
Understands Benefit Functions and can carry them out efficiently
Ability to perform Billing Functions

Job Responsibility

Efficiently enter all customer orders and maintain high service standards for both internal and external customers
Actively monitor various communication channels to respond to customer inquiries promptly
Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor
Regularly update company-related software to ensure accurate information is available for executing delivery and pickup
Uphold the company's core values and conduct all business operations in a highly ethical manner
Maintain accurate customer credit records and process customer credit applications with precision
Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels
Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner
Communicate intercompany charges and inform supervisor of any vendor or customer disputes
Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Client Service Representative

Location

United States

Salary:

Not provided

Staylisted

Expiration Date

Until further notice

Requirements

Previous experience in customer service or a related field preferred
Excellent communication skills, both verbal and written
Strong problem-solving abilities and attention to detail
Ability to multitask and prioritize in a fast-paced environment
Proficiency in computer systems and familiarity with customer service software
Must have own work from home equipment and high speed ethernet connection

Job Responsibility

Initiate outbound phone calls to existing clients and provide assistance with inquiries, product information, and status
Resolve customer complaints and issues in a professional and timely manner, escalating complex issues to the appropriate department when necessary
Maintain up-to-date knowledge of company products, policies, and procedures
Document all customer interactions and transactions accurately in the company's database
Collaborate with other team members and departments to ensure a seamless customer experience

Bilingual Client Service Representative

This is an ideal opportunity for a bilingual customer service or inside sales pr...

Location

Canada , Winnipeg

Salary:

60000.00 - 65000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Must be fluently bilingual (English/French)
Excellent written and verbal communication skills
Previous experience in a customer service or sales-related role
Proficiency with MS Office
Strong organizational skills with an ability to meet deadlines

Job Responsibility

Act as the primary point of contact for customers
Provide expert product guidance and develop long-term customer relationships
Manage orders from initial stages to delivery
Identify opportunities with new and existing customers
Follow up on leads and quotations, update the CRM, and generate sales reports
Support regional sales managers with coordinating meetings, market research, and other administrative tasks

What we offer

Bonus opportunities
3 weeks of paid vacation
Comprehensive benefits and RRSP matching
Opportunities for professional growth and advancement

Fulltime

Front of House/Client Services Representative

Our client is looking to recruit a dynamic and motivated Front of House/Client S...

Location

United Kingdom , Ashford

Salary:

26000.00 - 28000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in a front-of-house or customer service role
strong communication skills and the ability to interact effectively with diverse individuals
proficient in administrative tasks and familiar with basic financial management
confident, adaptable, and ready to tackle any challenge with a smile
a keen eye for detail to help maintain high standards across all areas of the business centre
motivated and eager to contribute to the wider goals of the organisation while ensuring exceptional client service.

Job Responsibility

Greet and assist all visitors and tenants, ensuring a warm and friendly atmosphere
manage the ground floor reception, meeting rooms, and breakout areas, keeping them impeccably presented and maintained at all times
work closely with the Operations and Commercial Directors to facilitate the day-to-day operations and sales of the centre
build strong relationships with business centre clients, gathering feedback to enhance their experience continuously
ensure a professional reception in line with company policies, capturing meeting room bookings and additional services for accurate invoicing.

What we offer

25 days annual leave
free parking
private health care
life assurance
free annual eye test
discretionary annual bonus

Fulltime

Customer Service Representative

Amazing opportunity for a Customer Service Representative. We are seeking a Cust...

Location

United States , Taylorsville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience with CSR and data entry
Strong client services orientation with the ability to communicate clearly and effectively
Strong organizational and multitasking abilities

Job Responsibility

Receiving and placing telephone calls
Corresponding via email and chat
Understand products to be able to answer questions and assist with upsell
Accurately enter customer information into the system

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Customer Service Representative

Location

Philippines , Santo Domingo, Nueva Ecija

Salary:

20000.00 - 30000.00 PHP / Month

MotivIT

Expiration Date

Until further notice

Requirements

Proven customer support experience or experience as a Client Service Representative
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond to different types of characters
Ability to multi-task in stressful conditions with little supervision
Ability to stay calm when customers are stressed or upset
Exhibit an excellent organizational and interpersonal skills
Excellent communication and presentation skills

Job Responsibility

Acts as the company’s first point of contact while maintaining a positive, empathetic and professional attitude toward clients at all times
Respond promptly to customer inquiries, emergency and non-emergency calls
Identify and assess customers’ needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
In charge of maintaining call logs, monitoring routes, transferring messages, and directing tech agents
Respond to any issues and follow-up by coordinating with the appropriate departments or tech agents
Operate and manage a multi-line telephone console system
Respond to queries related to company’s services
Prioritize and organize calls according to urgency
Supervise the route and status of tech agents to prioritize their daily schedule

Fulltime

Client Services Representative

Robert Half

Location:
United States , Sanford

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 05, 2026

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Job Description:

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Job Posted:
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