CrawlJobs Logo

Client Services Representative

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Winter Park

Category Icon
Category:
Office Administration

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We are looking for a detail-oriented Client Services Representative to join our team in Winter Park, Florida. In this role, you will be responsible for supporting executive leadership, managing administrative workflows, and ensuring the office operates smoothly and efficiently. The ideal candidate will excel in organization, critical thinking, and effective communication.

Job Responsibility:

  • Coordinate and oversee daily office operations, including scheduling, vendor management, mail services, and facility coordination
  • Maintain organized records for vendor contracts, service agreements, and document retention systems
  • Assist in preparing agendas, minutes, and materials for internal meetings, board sessions, and committee gatherings
  • Support compliance efforts by collecting data, preparing reports, and responding to examiner requests
  • Manage marketing communications processes and ensure timely delivery
  • Facilitate onboarding and offboarding processes, including equipment setup and system access
  • Collaborate with IT providers to address office technology needs and troubleshoot system issues
  • Process client transactions, maintain financial reports, and ensure accurate documentation
  • Research and resolve client concerns while delivering exceptional service
  • Plan and coordinate employee appreciation events and social activities

Requirements:

  • Associate degree required
  • Bachelor's degree in business administration, accounting, communication, or a related field preferred
  • Minimum of 3 years of experience in office administration, client service, or project management
  • Strong organizational skills with the ability to multitask effectively
  • Excellent written and verbal communication capabilities
  • High attention to detail and accuracy in all tasks
  • Proficiency in Microsoft 365 and other office software
  • Ability to work independently while contributing to a team environment
  • Detail-oriented approach with the ability to interact confidently with clients, vendors, and senior leadership
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
February 01, 2026

Work Type:
On-site work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Services Representative

Client Services Representative

The traditional financial industry was not built to put the interests of clients...
Location
Location
United States , Palo Alto
Salary
Salary:
60000.00 - 80000.00 USD / Year
wealthfront.com Logo
Wealthfront
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus
  • Fulltime
Read More
Arrow Right

Client Services Representative

The main focus of this role will be handling customer orders and inquiries, ensu...
Location
Location
United States , Collierville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Client Services Representative

The selected candidate will be based in Collierville, Tennessee, 38017, United S...
Location
Location
United States , Collierville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Client Service Representative

Location
Location
United States
Salary
Salary:
Not provided
staylisted.com Logo
Staylisted
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right

Bilingual Client Service Representative

This is an ideal opportunity for a bilingual customer service or inside sales pr...
Location
Location
Canada , Winnipeg
Salary
Salary:
60000.00 - 65000.00 CAD / Year
aplin.com Logo
Aplin
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Bonus opportunities
  • 3 weeks of paid vacation
  • Comprehensive benefits and RRSP matching
  • Opportunities for professional growth and advancement
  • Fulltime
Read More
Arrow Right

Front of House/Client Services Representative

Our client is looking to recruit a dynamic and motivated Front of House/Client S...
Location
Location
United Kingdom , Ashford
Salary
Salary:
26000.00 - 28000.00 GBP / Month
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • 25 days annual leave
  • free parking
  • private health care
  • life assurance
  • free annual eye test
  • discretionary annual bonus
  • Fulltime
Read More
Arrow Right

Customer Service Representative

Amazing opportunity for a Customer Service Representative. We are seeking a Cust...
Location
Location
United States , Taylorsville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Customer Service Representative

Location
Location
Philippines , Santo Domingo, Nueva Ecija
Salary
Salary:
20000.00 - 30000.00 PHP / Month
motivit.com Logo
MotivIT
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy