Senior Client Service Representative Job at Robert Half (Boston)

Senior Client Service Delivery Specialist

Senior Client Service Delivery Specialist – Global Broking Centre. Do you enjoy ...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

High attention to detail
Ability to work to deadlines
Ability to work individually and in a team
Relevant experience within the insurance industry required
Understanding of insurance risk
Excellent listening, organisation, and presentation abilities
An organised, highly personable, and approachable individual, who is a skilled communicator
Willingness to learn and share knowledge
Understanding of Word and Excel
Technical knowledge and an in depth understanding of the process from pre to post placement

Job Responsibility

Managing key technical activities across the broking / placement process
Engagement with the broking teams - large, complex, global insurance contracts, involving multiple insurers and high value insurance placements
Using technical system and engaging with Offshore Partners to produce policy documents / invoice requests
Increasing the level of processing knowledge and driving continuous improvement in all areas of processing
Building strong relationships with CSD colleagues, brokers and other internal stakeholders
Provide SME technical placement advice to the Brokers as required
Complex post placement query handling
Liaising with underwriters and Aon network offices
Sharing best practice
Presenting ideas on process improvements

What we offer

Discretionary bonus
Pension and life assurance scheme
Private medical care
Cycle to work scheme
Virtual GP and employee assistance programme
Workplace savings scheme
Two 'Global Wellbeing Days' each year, encouraging you to take time to focus on yourself
Structured onboarding & training process

Fulltime

Senior Client Services Representative

Robert Half is partnering with a well-established wealth management firm seeking...

Location

United States , La Jolla

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of client services or administrative experience within wealth management, financial advisory, banking, or investment services
Strong understanding of financial accounts, investment operations, and client service best practices
Experience supporting high-net-worth clients preferred
Proficiency in Microsoft Office Suite and CRM/client management systems
Experience with custodial platforms such as Schwab, Fidelity, Pershing, or similar is highly preferred
Exceptional communication, organizational, and multitasking skills
Ability to manage sensitive and confidential information with discretion

Job Responsibility

Serve as the primary contact for client inquiries, account maintenance requests, and service-related matters
Support financial advisors with day-to-day operations, scheduling, reporting, and client communications
Prepare and process new account paperwork, transfers, distributions, and account updates accurately and efficiently
Coordinate client meetings, prepare presentation materials, and assist with follow-up communications
Maintain accurate client records and ensure compliance with industry regulations and internal policies
Monitor account activity and proactively identify service issues or operational discrepancies
Build and maintain strong relationships with clients by delivering a high level of professionalism and responsiveness
Assist with special projects, operational initiatives, and process improvements as needed
Collaborate cross-functionally with custodians, internal departments, and external partners to resolve issues promptly

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan
Access to top jobs
Competitive compensation
Free online training

Fulltime

Senior Customer Service Representative

Robert Half is looking for an experienced Senior Customer Service Representative...

Location

United States , Lexington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in contract negotiation within the hospitality industry
Strong ability to negotiate pricing, terms, and agreements with vendors
Excellent client relationship management skills, ensuring satisfaction and retention
Knowledge of hotel market dynamics and regional trends
Proficient in handling complex reservation scenarios with accuracy and efficiency
Exceptional decision-making skills to address challenges and identify solutions
Strong communication and collaboration skills to work effectively with internal and external partners
Commitment to meeting deadlines and delivering high-quality service

Job Responsibility

Manage extended-stay reservation requests to meet client needs and provide exceptional customer service
Evaluate client requirements to identify suitable hotel options that align with established guidelines
Conduct negotiations for long-term reservations, navigating challenges such as limited availability and tight deadlines
Secure competitive rates and discounts through partnerships with new and existing hotel vendors
Analyze market trends to identify opportunities for cost savings and optimization
Resolve client and hotel issues, including reservation adjustments, extensions, and early departures
Collaborate with internal teams to support network consolidation and ensure seamless service delivery
Ensure compliance with client preferences, including budget, amenities, location, and other parameters
Attend training sessions and meetings to stay informed about industry standards and company procedures
Maintain consistent communication with clients, offering tailored recommendations to meet their needs

What we offer

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

Senior Customer Service Representative

Reporting to the Customer Services Assistant Manager, the Senior Customer Servic...

Location

United Kingdom , Leeds

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

Effectively handle and resolve customer queries through all channels and in line with SLAs and regulation
Encourage active first contact resolution of queries
Advocate role model behaviours in terms of speedy and accurate customer resolution via the appropriate channels
Act as a point of contact for less experienced for CSC colleagues
Provide support to the leadership teams as required across Transfer Agency
Encourage active complaint resolution at first point of contact
Strong background in a Financial Services/Funds industry
Good understanding of when/how to acknowledge complaints
Good understanding of how/when to identify breaches and incidents
Working towards (demonstrating an appetite to work towards) IOC qualifications

Job Responsibility

Provide exceptional customer service and technical expertise on all inbound/outbound contact
Be subject matter experts, customer-facing in a regulated, fast-paced and changing environment and should demonstrate role model behaviours and evidence good customer outcomes
Have a background in financial services and understand the importance of getting things right first time and support their colleagues to do the same by always demonstrating professional behaviours
Resolve queries at first point of contact in addition to any initial areas of customer dissatisfaction
Demonstrate accuracy in their work, attention to detail, ensuring written and verbal communications are correct at the first point of contact
Effective teamwork and inclusive, collaborative working is essential
Flexibility in approach to work and skills is key as requirements may change throughout the course of the day
Each employee has a responsibility to adhere to Waystone’s policies, procedures and service level agreements

Fulltime

Senior Customer Service Representative

Reporting to the Customer Services Assistant Manager, the Senior Customer Servic...

Location

United Kingdom , Leeds

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

Effectively handle and resolve customer queries through all channels and in line with SLAs and regulation
Encourage active first contact resolution of queries
Advocate role model behaviours in terms of speedy and accurate customer resolution via the appropriate channels
Act as a point of contact for less experienced for CSC colleagues
Provide support to the leadership teams as required across Transfer Agency
Encourage active complaint resolution at first point of contact
Strong background in a Financial Services/Funds industry
Good understanding of when/how to acknowledge complaints
Good understanding of how/when to identify breaches and incidents
Working towards (demonstrating an appetite to work towards) IOC qualifications

Job Responsibility

Provide exceptional customer service and technical expertise on all inbound/outbound contact
Be subject matter experts, customer-facing in a regulated, fast-paced and changing environment and should demonstrate role model behaviours and evidence good customer outcomes
Have a background in financial services and understand the importance of getting things right first time and support their colleagues to do the same by always demonstrating professional behaviours
Resolve queries at first point of contact in addition to any initial areas of customer dissatisfaction
Demonstrate accuracy in their work, attention to detail, ensuring written and verbal communications are correct at the first point of contact
Effective teamwork and inclusive, collaborative working is essential
Flexibility in approach to work and skills is key as requirements may change throughout the course of the day
Each employee has a responsibility to adhere to Waystone’s policies, procedures and service level agreements

Fulltime

Senior Customer Service Representative

We are looking for an experienced Senior Customer Service Representative to join...

Location

United States , Columbus

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in customer service, ideally within a call center or similar environment
Strong proficiency in using Windows PC systems for administrative tasks
Exceptional communication skills, both written and verbal
Demonstrated ability to handle complex customer inquiries and provide solutions
Highly organized with the ability to prioritize and manage multiple tasks
Strong problem-solving skills and attention to detail
Commitment to delivering superior customer service in every interaction

Job Responsibility

Enter and update data accurately to ensure records are current and reliable
Coordinate schedules and appointments to optimize daily workflows
Generate and distribute reports to senior leadership, providing insights and updates
Assist customers and clients with inquiries, quote information, and delivering outstanding service while resolving issues
Prepare and manage administrative tasks to support daily operations
Maintain consistent communication with internal teams and external clients
Monitor and address customer service metrics to improve satisfaction levels
Utilize Windows PC systems efficiently to complete tasks and manage information
Collaborate with colleagues to streamline processes and enhance service delivery
Demonstrate attention to detail while addressing customer needs and concerns

What we offer

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

Senior Customer Service Representative

We are looking for a Senior Customer Service Representative to join our team in ...

Location

United States , Hartford

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in customer service or related roles
Proficiency in NetSuite CRM for order tracking and management
Strong skills in freight coordination and logistics planning
Experience with inventory analysis and management
Advanced knowledge of Microsoft Excel for data organization and reporting
Exceptional written and verbal communication skills for email correspondence and customer interactions
Ability to manage multiple tasks while maintaining attention to detail
Familiarity with quoting and sales administration processes, especially in industrial settings

Job Responsibility

Oversee customer service and order management tasks, ensuring timely and accurate processing
Utilize NetSuite CRM to track and manage customer orders, maintaining detailed records
Coordinate shipments with trucking companies, warehouses, and suppliers to ensure efficient delivery
Communicate with customers regarding order updates, delivery schedules, and product availability
Provide support for quoting and sales administration needs, particularly for industrial clients
Maintain accurate documentation related to orders, inventory management, and logistics
Assist in planning logistics and coordinating freight operations to optimize efficiency
Identify opportunities for workflow improvements and contribute to enhancing operational processes
Manage administrative functions, including office operations and coordination of documentation

What we offer

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

Health representative senior health representative account executive hematology rare disease

A career with us is about discovering breakthroughs that change patients’ lives....

Location

Hong Kong , Quarry Bay

Salary:

Not provided

Pfizer

Expiration Date

Until further notice

Requirements

Bachelor's Degree preferable in science
Sales experience in pharmaceutical industry is preferred
Strong presentation and communications skills in Cantonese, Mandarin and English

Job Responsibility

Promote key products and services to current and potential clients in Private/ Public Sectors
Achieve sales target and profitability targets of product line
Establish and maintain excellent professional relationships with the key opinion leaders, medical and pharmaceutical professionals
Organizing conferences and meetings for doctors and other para-medical staff
Ensure timely and effective implementation of sales and marketing strategies
Maintain effective communication and good working relations with the Sales Manager, colleagues of other sales teams and other related departments to ensure smooth operations and synergies
Planning of work schedules and weekly timetables
Regularly attend company meetings, and deliver presentations on assigned sales territory during Product Information Meetings

Fulltime

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Senior Client Service Representative

Job Description

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Requirements

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What we offer

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