Senior Client Services Representative Job at Robert Half (La Jolla)

Client Services Representative

We are looking for a detail-oriented Client Services Representative to join our ...

Location

United States , Winter Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Senior Client Service Representative

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

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, finance, accounting, or a related field, or equivalent experience
1 to 3 years of experience in fund accounting or a similar role
Strong proficiency in Microsoft Excel and familiarity with Bloomberg and Reuters
Solid understanding of investments, including equity, fixed income, and derivatives
Exceptional verbal and written communication skills
Ability to work effectively in a fast-paced, deadline-driven environment
Proven analytical skills for managing numeric data and workflows

Job Responsibility

Address client inquiries efficiently and ensure resolutions meet high service standards
Calculate daily net asset values (NAVs) and prepare month-end and year-end financial reports
Generate and manage various internal and external reports with accuracy
Utilize internal technology platforms to support client service operations effectively
Investigate and resolve accounting discrepancies or issues on a daily basis
Collaborate with teams to ensure timely completion of deliverables and uphold service quality
Apply analytical skills to assess data workflows and solve problems
Stay informed about corporate actions, equity, fixed income, and derivative investments
Leverage tools like Excel, Bloomberg, and Reuters to enhance reporting and analysis
Maintain focus and accuracy while working under tight deadlines

What we offer

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

Senior Executive, Client Services

Location

United States

Salary:

Not provided

Wilson HR

Expiration Date

Until further notice

Requirements

3-5 years of sales experience in outsourcing, recruitment, or professional services
Excellent interpersonal skills, verbal and written
Comprehensive knowledge of Microsoft Word, Excel, PowerPoint, and Proficiency in SharePoint
Salesforce experience is a plus
High energy level, comfortable managing multiple tasks, and projects at one time
Resourceful, well organized, highly dependable, efficient, and detail-oriented
Strong follow-up skills
Bachelor’s degree in a related field from an accredited college or university
Competitive history (sports background, proven top salesperson track record)
An ambitious, outgoing personality and a will to win

Job Responsibility

Act as a key representative of the company by attracting new and expanding existing client relationships
Forging new client relationships through unsolicited outreach, cold calls, events and networking, and tracking leads through the sales funnel
Growing revenue and meet targets in all categories of recruitment services
Partner with the recruitment and solutions teams to effectively implement recruitment campaigns
Follow up on leads, and prepare and organize sales collateral, and work through Salesforce
Involvement in the proposal process and developing and pitching proposals
Negotiating Commercial Terms of Business and Rates

What we offer

Unlimited paid time off (known as MyTime), regional holidays, and the opportunity to work from home
A comprehensive benefits package based on region that includes medical, dental, vision, disability and life insurance, and retirement savings

Fulltime

Senior Executive, Client Services

Location

United States

Salary:

Not provided

Wilson HR

Expiration Date

Until further notice

Requirements

3-5 years of sales experience in outsourcing, recruitment, or professional services
Excellent interpersonal skills, verbal and written
Comprehensive knowledge of Microsoft Word, Excel, PowerPoint, and Proficiency in SharePoint
Salesforce experience is a plus
High energy level, comfortable managing multiple tasks, and projects at one time
Resourceful, well organized, highly dependable, efficient, and detail-oriented
Strong follow-up skills
Bachelor’s degree in a related field from an accredited college or university
Competitive history (sports background, proven top salesperson track record)
An ambitious, outgoing personality and a will to win

Job Responsibility

Act as a key representative of the company by attracting new and expanding existing client relationships
Forging new client relationships through unsolicited outreach, cold calls, events and networking, and tracking leads through the sales funnel
Growing revenue and meet targets in all categories of recruitment services
Partner with the recruitment and solutions teams to effectively implement recruitment campaigns
Follow up on leads, and prepare and organize sales collateral, and work through Salesforce
Involvement in the proposal process and developing and pitching proposals
Negotiating Commercial Terms of Business and Rates

What we offer

Unlimited paid time off (known as MyTime), regional holidays, and the opportunity to work from home
A comprehensive benefits package based on region that includes medical, dental, vision, disability and life insurance, and retirement savings

Fulltime

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

New

Helpdesk Senior Representative

Provide L1 technical guidance in activities associated with identification, prio...

Location

India , Noida

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Must be a Graduate
Good communication skills with international calling experience
Good comprehension & writing skills
Must possess excellent customer handling skills
Should be comfortable to work in rotational shift with 24x7 support window
Mandate work from office
0-1 Years of Experience

Job Responsibility

Provide L1 technical guidance in activities associated with identification, prioritization & resolution of reported problems through Phone, Email & Chat
Typically, the associate level participates in a supportive role by acting as a liaison between customers & departments within the Client Infrastructure
Good troubleshooting knowledge of MS Windows, PC Hardware, Internet Explorer, MS Office & COTS applications etc
Understanding of ITIL and Service now ticketing tool
Strong troubleshooting skills, resolving L1 scope tickets
Ability to work independently within a diverse global team

Temp BPO Senior Representative

The job scope is working with the CVS corporate mailroom performing Digital prin...

Location

United States , Scottsdale

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

efficient with MS suite
on their feet throughout their entire shift
lift 50lbs, standing for long periods of time
be able to multi task
Effective verbal and written communications skills
Excellent time management skills
Be able to run: Neopost/ Client Class inserters - Client production class printers
Experience in a similar or related role
Verifiable High School Diploma or GED

Job Responsibility

Working with the CVS corporate mailroom performing Digital printing on large production class printers
Folding & inserting them into various envelopes on large class inserter machines
Perform other mail room functions throughout the day in a fast-paced environment to meet a very sensitive time schedule
Verify print jobs based on the documentation received, print, insert, postage stamp and communication completion within a very defined time frame
Working with sensitive Healthcare information

Fulltime

Call Center Senior Representative

The Customer Service Representative will support customers within an inbound con...

Location

United States , Chicago

Salary:

30990.00 - 52750.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

Three to five years of customer service experience, preferably in a call center or contact center environment
One+ years of experience servicing customers in a high-volume, client-facing role
Fluency in English (written and verbal) along with fluency in Spanish(written and verbal)
Strong verbal and written communication skills, including the ability to work effectively with customers who may be upset or in challenging situations
Proven ability to conduct detailed account reviews and apply critical thinking to resolve complex issues
Ability to consistently maintain a professional, courteous, and friendly demeanor
Willingness to work in a performance-driven, client-facing environment
Commitment to meeting established performance standards, including attendance, schedule adherence, productivity, compliance, and quality of service

Job Responsibility

Respond to and assist customers via phone, email, inbound ACD systems, and when applicable, in person
Service customer inquiries related to tax filings, licensing, debt, and administrative hearings
Process payments and establish payment arrangements in accordance with applicable policies and procedures
Educate customers on account details, departmental processes, and relevant city policies, procedures, and protocols
Research and analyze customer inquiries, identify appropriate resolutions, and take necessary action to resolve issues accurately and efficiently
Promote positive customer relationships while supporting revenue collection efforts
Maintain high standards of ethics, quality, accuracy, and service professionalism in all customer interactions

What we offer

Medical, dental, and vision insurance with an employer contribution
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

Fulltime

Select Country

Senior Client Services Representative

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?