63,884 Client Service Assistant jobs in the United States

Financial Services Client Service Assistant

94597 Acalanes Ridge, California Robert Half

Posted 2 days ago

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Job Description

Description
Jennifer Fukumae with Robert Half Finance and Accounting is seeking a Client Experience Coordinator to join a growing wealth advisory team. This role is ideal for professionals with a banking, financial services, or client-facing background who want to transition into the Registered Investment Advisor (RIA) space. You will be the first point of contact for clients and visitors, creating a professional and welcoming environment, while providing essential administrative support to advisors.
This is a unique opportunity to apply your banking or financial services experience in a client-focused RIA setting, learn the nuances of investment advisory operations, and grow your career in wealth management.
Reception & Office Administration
+ Welcome clients, visitors, and guests with a professional and friendly demeanor.
+ Answer and direct incoming calls promptly and courteously.
+ Manage office calendars, scheduling and coordinating client and internal appointments.
+ Maintain a clean, organized, and professional office environment.
+ Handle incoming/outgoing mail and packages; manage office supply inventory.
+ Prepare client refreshments and meeting spaces to ensure a positive experience.
+ Support advisors and team members with general administrative tasks, including filing, scanning, and data entry.
Client Service Support
+ Assist with client onboarding, coordinating documentation and preparing welcome materials.
+ Update and maintain accurate client records in the firm's CRM system.
+ Provide support for basic account service requests, such as:
+ Processing beneficiary updates
+ Assisting with wire transfer documentation
+ Supporting account rollovers with custodians
+ Prepare client-facing materials, reports, and correspondence for advisor meetings.
+ Follow up with clients on pending requests to ensure timely resolution.
+ Maintain confidentiality and adhere to compliance standards in all client interactions.
Requirements
+ 1-5+ years of experience in banking, financial services, or client-facing roles.
+ Strong professional demeanor and excellent written and verbal communication skills.
+ Highly organized, detail-oriented, and capable of multitasking in a fast-paced environment.
+ Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with CRM systems is a plus.
+ Punctual, reliable, and able to maintain a professional front-office presence.
+ Friendly, approachable, and dedicated to providing exceptional client service.
+ Desire to pivot into the RIA space and grow within a client-focused wealth management team.
Why Join Us
+ Opportunity to transition from banking or financial services into the RIA space.
+ Gain exposure to investment advisory operations and wealth management best practices.
+ Work in a supportive, professional, and growth-oriented team environment.
+ Competitive salary and benefits package.
+ Develop a career path with opportunities for learning and advancement within the firm.
Interested in this opportunity? Apply directly or connect with Jennifer Fukumae on LinkedIn for confidential consideration.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Customer Service Assistant

46409 Gary, Indiana Roehl Transport

Posted 2 days ago

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Job Description

Customer Service Assistant
Description
The Opportunity:
Now is your chance to help move America's freight as a Customer Service Assistant (CSA) with Roehl Transport, a Forbes Magazine Best Mid-Sized Employer, and an ATA President's Award-winning carrier!
As a Customer Service Assistant with Roehl Transport, you play a key part in our mission of delivering "confidence and satisfaction" to our customers. In this position, you will:
+ Schedule pick-up and delivery appointments for freight while taking into account factors such as customer requirements, legal transit time, and driver productivity
+ Communicate effectively with customers via telephone, email, and other forms of communication to grow and develop relationships
+ Work collaboratively with Roehl teammates to identify and resolve customer and scheduling conflicts
+ Maintain accurate notes regarding customer interactions and preferred scheduling protocols
+ Entering Customer loads with accurate information and in a timely manner
+ Managing trailer pools as needed to maintain customers' expectations
+ Using your knowledge and skills to make educated decisions
+ Ensure all loads are meeting the customers' service expectations
The Fit:
In this role, you work directly with customers, fleet managers, and your customer service team to develop business, find creative solutions and build strong relationships established on trust. As a Customer Service Assistant you will be developing your knowledge and skills in transportation to be able to advance into Customer Service Representative position.
Therefore, you must possess the following skills:
+ Effective & timely communication with a diverse audience through multiple modes
+ Creative problem-solving
+ Strategic thinking
+ Collaboration with team members
+ Strong desire to develop and learn new skills
+ Strong decision making skills based on information provided
+ Thrive in a fast pass environment
+ Strong time management skills
+ Adaptability to changing priorities
The Wage:
You will earn a competitive salary and have the opportunity to earntwomonthly bonuses Additionally, you are eligible for medical, dental, 401k, profit sharing, paid time off, and tuition reimbursement if you are interested in advancing your education.
The Company:
Roehl Transport was founded by Everett Roehl in 1962 when he began providing motor carrier service with a single truck. Now, more than 60 years later, Roehl Transport is one of North America's safest trucking companies as recognized by the American Trucking Association (ATA). Roehl Transport is a 5-time recipient of the ATA President's Award, the trucking industry's highest safety honor.
At Roehl Transport, our values guide our daily interactions with each other and our customers. Each day we live our values of Safety, Driver Driven, Innovation, Unity in Diversity, Delivering Success, and Do the Right Thing. We work hard and have fun collaborating as we accomplish our goals.
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Customer Service Assistant

54180 Wrightstown, Wisconsin ProAmpac Holdings, Inc.

Posted 4 days ago

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Job Description

**Description**
This position is responsible for meeting the goals and objectives of the organization by accurately and efficiently entering sales-related data into applicable systems, including but not limited to purchase orders and customer information. This position supports the customer services team's operation ensuring data integrity. **This is a full-time hybrid position with the option to work out of our Wrightstown location, just 1 day per week. The rest of the week you can work from home.**
**What You Get to Do**
+ Manage electronic files related to sales transactions, ensuring documents are correctly filed and easily accessible for reference.
+ Accurate entry of purchase order details into applicable systems, ensuring all information is correctly recorded for fulfillment and billing purposes.
+ Completing accurate entry of transaction data, including customer details, product information, and transaction values, ensuring comprehensive and accurate records.
+ Setup of new items in the ERP systems, including defining item attributes, categorizing inventory, and ensuring all necessary details are entered for accurate tracking and management.
+ Assist in the maintenance of customer databases, updating records as necessary to reflect up-to-date customer information and transaction histories.
+ Conduct routine reviews of data entered to ensuring adherence to data entry standards and practices, ensuring compliance with legal and internal policies.
+ Assist with special projects or initiatives related to data management, reporting, or system reviews/enhancements.
+ Collaborate with internal sales services teams, including but not limited to, customer service, customer operations, sales, and quality. Informing and consulting appropriate resources as necessary, ensuring seamless operations.
+ Gather and provide requested data between systems or platforms, ensuring smooth transitions and minimal disruptions.
+ Maintain confidentiality of customer and internal information.
**What We Need From You**
+ HS/GED required
+ Experience using Microsoft Office Suite (Word, Excel, PowerPoint), Visio, Outlook Email, and calendar).
+ Maintain strict confidentiality and protects privacy of confidential/sensitive information.
+ Exceptional time management and organization skills. Ability to manage multiple tasks and projects simultaneously establishing priorities to meet deadlines.
+ Ability to communicate effectively (verbal, written, and presentations) with executive leadership, staff, and internal and external clients.
+ Proactive; exercises sound judgment and decision-making; able to identify problems and needs and develop solutions and/or options.
+ Self-confident, self-motivated polished professional who thrives in a challenging, fast-paced environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
**Job Category:** Customer Service
Full-Time
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Customer Service Assistant

54404 Marshfield, Wisconsin Roehl Transport

Posted 5 days ago

Job Viewed

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Job Description

Customer Service Assistant
Description
The Opportunity:
Now is your chance to help move America's freight as a Customer Service Assistant (CSA) with Roehl Transport, a Forbes Magazine Best Mid-Sized Employer, and an ATA President's Award-winning carrier!
As a Customer Service Assistant with Roehl Transport, you play a key part in our mission of delivering "confidence and satisfaction" to our customers. In this position, you will:
+ Schedule pick-up and delivery appointments for freight while taking into account factors such as customer requirements, legal transit time, and driver productivity
+ Communicate effectively with customers via telephone, email, and other forms of communication to grow and develop relationships
+ Work collaboratively with Roehl teammates to identify and resolve customer and scheduling conflicts
+ Maintain accurate notes regarding customer interactions and preferred scheduling protocols
+ Entering Customer loads with accurate information and in a timely manner
+ Managing trailer pools as needed to maintain customers' expectations
+ Using your knowledge and skills to make educated decisions
+ Ensure all loads are meeting the customers' service expectations
The Fit:
In this role, you work directly with customers, fleet managers, and your customer service team to develop business, find creative solutions and build strong relationships established on trust. As a Customer Service Assistant you will be developing your knowledge and skills in transportation to be able to advance into Customer Service Representative position.
Therefore, you must possess the following skills:
+ Effective & timely communication with a diverse audience through multiple modes
+ Creative problem-solving
+ Strategic thinking
+ Collaboration with team members
+ Strong desire to develop and learn new skills
+ Strong decision making skills based on information provided
+ Thrive in a fast pass environment
+ Strong time management skills
+ Adaptability to changing priorities
The Wage:
You will earn a competitive salary and have the opportunity to earntwomonthly bonuses Additionally, you are eligible for medical, dental, 401k, profit sharing, paid time off, and tuition reimbursement if you are interested in advancing your education.
The Company:
Roehl Transport was founded by Everett Roehl in 1962 when he began providing motor carrier service with a single truck. Now, more than 60 years later, Roehl Transport is one of North America's safest trucking companies as recognized by the American Trucking Association (ATA). Roehl Transport is a 5-time recipient of the ATA President's Award, the trucking industry's highest safety honor.
At Roehl Transport, our values guide our daily interactions with each other and our customers. Each day we live our values of Safety, Driver Driven, Innovation, Unity in Diversity, Delivering Success, and Do the Right Thing. We work hard and have fun collaborating as we accomplish our goals.
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Customer Service Assistant

27413 Greensboro, North Carolina Penske

Posted 6 days ago

Job Viewed

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Job Description

**Customer Service Assistant**
**Position Summary:  **
This position is for EPES Transport, LLC., a division of Penske Logistics, based in Greensboro, North Carolina. The primary purpose of the Customer Service Assistant role is to ensure the efficient handling of customer service tasks and support the overall operations of the Customer Services Department. This involves managing administrative and clerical functions, processing orders, and coordinating activities to facilitate smooth logistical operations and maintain high levels of customer satisfaction.   
This position is located onsite in Greensboro, NC.
Shift: Monday - Friday 8am -5pm
**Major Responsibilities:   **
- Schedule and coordinate load times with planners and ensure alignment with available equipment.
- Receive and enter load tenders from customers through various channels (email, fax, phone, EDI), and update the system with appointment details.
- Obtain and update necessary details related to purchase orders and trailers in the system.
- Assist Customer Service Representatives with their duties, provide temporary coverage for account activity, and handle rescheduling of missed or late loads.
- Demonstrate support for the Penske Quality Management System (PQS) and perform other duties as assigned to maintain service standards.
- Other projects and tasks as assigned.
**Qualifications: **
- At least 1 years customer service experience required 
- HS Diploma / GED required
- Independent problem solving skills required 
- Intermediate computer skills 
- Regular, predictable, full attendance is an essential function of the job 
- Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required.
**Physical Requirements: **
- The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines.
- While performing the duties of this job, the associate may be required to stand, walk, and sit.  The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms.  The associate must be able to occasionally lift and/or move up to 25lbs/12kg.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. 
Penske is an Equal Opportunity Employer. 
Job Category: Administrative
Job Family: Customer Experience
Address: 3400 Edgefield Court
Primary Location: US-NC-Greensboro
Employer: EPES Transport System, LLC
Req ID:
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Customer Service Assistant

75087 Fate, Texas Penske

Posted 16 days ago

Job Viewed

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Job Description

**Position Summary:  **
This position is for EPES Transport, LLC, a division of Penske Logistics, based in Greensboro, North Carolina **.** The primary purpose of the Customer Service Assistant role is to ensure the efficient handling of customer service tasks and support the overall operations of the Customer Services Department. This involves managing administrative and clerical functions, processing orders, and coordinating activities to facilitate smooth logistical operations and maintain high levels of customer satisfaction.   
This position is based in Rockwall, TX
Shift: Monday - Friday, 7am -4pm or 7:30am - 4:30 pm. (Onsite)
**Major Responsibilities:   **
- Schedule and coordinate load times with planners and ensure alignment with available equipment.
- Receive and enter load tenders from customers through various channels (email, fax, phone, EDI), and update the system with appointment details.
- Obtain and update necessary details related to purchase orders and trailers in the system.
- Assist Customer Service Representatives with their duties, provide temporary coverage for account activity, and handle rescheduling of missed or late loads.
- Demonstrate support for the Penske Quality Management System (PQS) and perform other duties as assigned to maintain service standards.
- Other projects and tasks as assigned.
**Qualifications: **
- At least 1 year of customer service experience required 
- HS Diploma / GED required
- Independent problem solving skills required 
- Intermediate computer skills 
- Regular, predictable, full attendance is an essential function of the job 
- Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required.
**Physical Requirements: **
- The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines.
- While performing the duties of this job, the associate may be required to stand, walk, and sit.  The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms.  The associate must be able to occasionally lift and/or move up to 25lbs/12kg.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus. 
Penske is an Equal Opportunity Employer. 
Job Category: Administrative
Job Family: Customer Experience
Address: 2890 B S Goliad Rd
Primary Location: US-TX-Rockwall
Employer: EPES Transport System, LLC
Req ID:
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REMOTE CUSTOMER SERVICE ASSISTANT

Premium Job
Remote $35 - $45 per hour Monarch Group Inc

Posted 3 days ago

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Job Description

Full time Permanent

We are hiring a customer service representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers.

Customer Service Representative Responsibilities:

Maintaining a positive, empathetic, and professional attitude toward customers at all times.
Responding promptly to customer inquiries.
Communicating with customers through various channels.
Acknowledging and resolving customer complaints.
Knowing our products inside and out so that you can answer questions.
Processing orders, forms, applications, and requests.
Keeping records of customer interactions, transactions, comments, and complaints.
Communicating and coordinating with colleagues as necessary.
Providing feedback on the efficiency of the customer service process.
Managing a team of junior customer service representatives.
Ensure customer satisfaction and provide professional customer support.
Customer Service Representative Requirements:

High school diploma, general education degree, or equivalent.
Ability to stay calm when customers are stressed or upset.
Comfortable using computers.
Experience working with customer support.

Company Details

Monarch Group is a multi-generation, private real estate investment and development firm, located in La Jolla, CA. Monarch was established in 1997 as a partnership of Rodney F. Stone, William “Patrick” Kruer, George “Tim” Kruer, and Ryan E. Stone, who each have decades of hands-on real estate entitlement, development, direct property investment, and property management experience. Partners Sarah Kruer Jager and Masis Kevorkian joined Monarch in 2005 and 2006, respectively. Monarch distinguishes itself in many ways. Chief among them is the management team’s deep entitlement and development experience, design and construction excellence, and financial capacity, but perhaps the most important differentiator is Monarch’s “quality over quantity” long-term approach and the hands-on involvement of its partners. Monarch undertakes only a few carefully selected projects at any given time and devotes the team’s full attention and resources to working with key community stakeholders to realize each project. Monarch firmly believes our reputation is only as good as our last project.
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