977 Customer Service Representatives jobs in Brooklyn Center

Description
Client Service Associate
Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.
Key Responsibilities
· Enter and maintain accurate client information in firms systems.
· Review new business, renewals, and endorsements for accuracy.
· Respond to client inquiries promptly and professionally.
· Assist with rating new business and providing marketing recommendations.
· Prepare proposals to help clients understand their options.
· Follow up on outstanding items and manage open activities.
· Identify cross-selling and up-sale opportunities.
· Report and monitor claims, ensuring proper follow-up per procedures.
· Maintain up-to-date knowledge of policies.
· Build strong relationships with 3rd parties, producers, and teammates.
Qualifications
· Preferred Experience: Client support in financial services with insurance industry experience.
· Licensing: State insurance license (or willingness to obtain).
· Technical Skills: Proficiency with systems, Microsoft Office, and data entry.
· Soft Skills: Strong communication, customer service focus, and organizational abilities.
This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.
Ready to Apply? Contact Douglas Rickart at , connect with him on LinkedIn, or click the application link to get started!
Requirements
- At least one year of experience in Client support in financial services with insurance industry experience.
- Possession of the appropriate securities and insurance licenses
- Strong proficiency in computer applications, including Microsoft Office Suite and data entry tools.
- Excellent communication skills, with the ability to engage professionally with clients and team members.
- Solid understanding of financial services and insurance products.
- Ability to manage multiple tasks efficiently while maintaining attention to detail.
- Commitment to reliable attendance and adherence to company policies.
- Familiarity with customer service standards and the ability to uphold organizational values.
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 ( .

Job Description

Job Description

Job Profile

Job Title: Client Services Representative

Location: Maryland

Hire Type: Contingent

Pay Range: $ 33

Work Model: remote/onsite

Work Shift: Monday-Friday 9:00 am – 5:00 pm

Recruiter Contact: Sean Craft I I

Nature & Scope:

Positional Overview

The Client Services Representative will play a key role in supporting UnitedHealthcare’s Open Enrollment efforts for the State of Maryland. This position focuses on educating employees about benefit plan options, assisting with enrollment questions, and ensuring professional and informative experience at open enrollment meetings across multiple locations.

Role & Responsibility:

Tasks That Will Lead to Your Success

• Educate employees on available medical plan benefits and choices.
• Distribute open enrollment materials to meeting attendees.
• Answer questions from potential members regarding benefits, enrollment processes, and plan options.
• Travel to designated meeting locations across Maryland, arriving at least one hour before each event.
• Set up tables, displays, and materials prior to meetings, and break down displays afterward.
• Use digital applications to assist in explaining plan options to attendees.

Skills & Experience

Qualifications That Will Help You Thrive

• Minimum of 5 years’ experience attending open enrollment fairs.
• Strong knowledge of medical plan benefits and enrollment processes.
• Proficiency with digital applications for benefit planning demonstrations.
• Excellent interpersonal and communication skills.
• Ability to travel extensively to multiple meeting locations across Maryland.

Preferred Qualifications:

• Previous experience attending State of Maryland open enrollment meetings.

Client Services Representative

The Client Services Representative is responsible for managing the life of a client ticket for service or repair. The role encompasses a range of duties including project coordination to support the National Client Services Department, customers, and colleagues. This individual will be responsible for supporting actions such as dispatching technicians, ordering parts, communicating with stakeholders, and verification of work completed.

Specific Responsibilities Include, But Not Limited To:

Service Work Order Management

• Create, respond to, and manage service work orders within D365.
• Confirm that all service calls are created accurately according to work order instructions.
• Schedule technicians, order necessary parts, and prepare work orders for invoicing.
• Process subcontractor invoices and ensure all related documentation is complete.
• Ensure timely status updates for all service calls from "Unscheduled" to "Completed Ready to Invoice."
• Update all tickets at least every 7 days or less.
• Manage and track return tickets for follow-up or completion.
• Review technician notes to verify completeness and accuracy, ensuring all materials are recorded for billing.
• Respond to P2, P3, and P4 priority calls within two hours of receipt.
• Respond to P1 (high-priority) calls within one hour of receipt.
• Document all communication with clients, branches, and internal colleagues (via phone, email, or Teams) in D365 timeline notes.
• For tickets with risk factors (e.g., missing SLA, cost over $2,000/warranty issues over $00), notify the branch via email and copy the NSCM for visibility.

Scheduling & Dispatching

• Dispatch technicians with a full understanding of required travel time and estimated on-site service time.
• Optimize technician scheduling to ensure efficient service delivery.
• Communicate updates regarding return visits and part receipt status with technicians and branches.
• Emergency & Follow-Up Handling
• Escalate emergency service requests to branch leaders or dispatch technicians directly as needed.
• Follow up on all emergency service calls within one business day to ensure timely progress and completion.

Client Communication & Support

• Maintain clear, professional communication with clients regarding service updates, scheduling, and expectations.
• Provide call acknowledgments with estimated time of arrival (ETA) and document these in D365.
• Send ETA confirmations to technicians for both initial and return site visits.
• Issue completion emails once service tickets are finalized and closed.
• Internal Coordination
• Coordinate with branches and operational leadership for service call creation and updates, as required by region.
• Support Client Service Administrators by addressing questions or quality concerns related to work orders.

Procedural Compliance

• Adhere to all departments, D365, and PTI procedures.
• Ensure consistent and timely updates of service call statuses throughout the service lifecycle.
• Client Coordination & Support:
• Ensure service delivery expectations are met or exceeded across all client locations.
• Respond promptly to client concerns, inquiries, and escalations, ensuring timely resolution.

General Responsibilities:

• Represent company in a business-like professional manner in both conduct and appearance, to maximize client satisfaction.
• Available to work outside of, or in addition to, normal business hours.
• Work in compliance with the company's policies and procedures including safety manual with safety of self and others in mind at all times.
• Maintain and protect assigned company assets.
• Accurate written record keeping, submitted on time and complete, including but not limited to:

Required Qualifications:

• High School Diploma or GED
• 1 year of experience with general administrative duties in an office environment

Preferred Qualifications:

• 1 year of experience in customer service
• Basic accounting and accounts receivable knowledge
• Proficiency with Microsoft Office and computerized business systems as demonstrated by a minimum of 1 year of experience

Demonstrated Professional Competencies:

• Excellent keyboarding skills.
• Ability to work in a high-volume atmosphere
• Ability to solve practical problems and carry out responsibilities under minimal supervision.
• Ability to organize workload for effective implementation, including the ability to multi-task while under deadlines or time constraints
• Excellent interpersonal skills including customer service skills
• Ability to write simple correspondence and present information in one-on-one and small group situations.
• Ability to interact effectively at all levels and across diverse cultures.
• Ability to function as an effective team member.
• Ability to adapt as the external environment and organization evolves.

Physical Demands: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job.

• Must be able to effectively communicate, (ie see, hear, speak and write clearly) in order to communicate with colleagues and/or customers; manual dexterity required for occasional reaching, lifting of light office objects, and operating office equipment

Working Conditions: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job.

• The office is clean, orderly, properly lighted and ventilated. Noise levels are considered low to moderate

Benefits: Colleagues and their families are covered by medical, dental, vision, company provided basic life insurance and AD&D and short-term disability, Voluntary insurances offered include life insurance and AD&D, short-term disability (buy-up option), long-term disability, accident, critical illness, and hospital indemnity insurance, and HSA & FSA accounts. Colleagues may also enroll in the company's 401(k) plan. Colleagues will also receive PTO (paid time off), sick leave, and 7 paid holidays.

Salary Range: 20.00ph- 25.00ph DOE

Company Info: Paladin Technologies is a premier North American complex systems integrator for building technology solutions, including IP security, alarms & monitoring, audio visual, low-voltage infrastructure, and networking. As a leader in the design, deployment, optimization, management, and maintenance of communication and digital networks, Paladin can meet the needs of clients on a national scale, while providing local support. Our team is the best in the industry, with manufacturer trained technicians, PMP-certified project managers, CTS- and RCDD-certified design engineers, coordinators, and administrative resources. Paladin has offices coast to coast across the United States and Canada, and nearly 1,700 talented and committed professionals dedicated to custom-crafting and installing technology solutions for clients requiring Integrated Security, Network Infrastructure, Audio Visual, Fiber Optics/OSP, Structured Cabling, and more. We are always at the forefront of the changing technology landscape, and through continued training, complex client projects, and company support, we provide our colleagues with exciting challenges and a rewarding career as Paladin continues to grow.

This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Equal Opportunity Employer, including disability & veterans, or any other characteristic protected by law. If you need accommodation for any part of the application process, please send an email or call 1- to speak with Human Resources and let us know the nature of your request. We thank you for your application, however only those selected for an interview will be contacted.

Title: Project Coordinator (Part Time approximately 25-30 hours per week)
Compensation: $22-$28 per hour
Location: Hopkins, MN (Onsite)

About The Job:

Lakeside HR Group has been engaged by our client to recruit for a Client Services Project Coordinator to join their team. Our client is a small, people-focused company known for creating products that help foster engagement, build trust, and drive retention among employees and clients.Their team-oriented culture and fast-paced environment make this a great fit for someone who enjoys meaningful, high-impact work with a close-knit group.

This is a part-time, onsite role (approximately 25-30 hours per week) ideal for someone who thrives on managing details, supporting creative initiatives, and contributing to a mission-driven business. The ideal candidate is tech-savvy, highly organized, and comfortable juggling multiple projects with confidence and professionalism.

Key Responsibilities:

• Manage and coordinate client projects, including communication with stakeholders, milestone tracking, product purchasing, and shipping processes
• Research and source products for inclusion in client proposals and support program implementation
• Provide thoughtful client engagement, including phone and in-person interactions
• Use project management tools and proprietary systems to ensure timely and accurate execution
• Perform administrative tasks and proactively resolve issues as they arise
• Support office operations and help maintain an efficient, welcoming environment

Required Skills:

• Tech-savvy and comfortable using Apple computers
• Proficient in Microsoft 365 (Word & Excel), Google Suite, QuickBooks, Canva, and email tools
• Excellent communication skills-both written and verbal
• Strong organizational skills with the ability to multitask and prioritize
• Problem-solving mindset with a hands-on, process-oriented approach
• High attention to detail and accountability
• Willingness to handle light physical tasks (e.g., carrying packages, using stairs/ladders)

Benefits:

• Flexible, part-time schedule
• Close-knit, collaborative team culture
• Opportunity to make a direct impact on high-visibility projects
• Exposure to creative branding, recognition, and engagement strategies

About Lakeside HR Group:

At Lakeside HR Group, we understand that finding the right job is essential for your career success. We are a boutique-style human resources consulting and recruiting firm dedicated to providing personalized, tailored solutions. When you partner with us, you are not just getting a recruiter; you are getting the entire Lakeside team working together to support your career goals.

Partner with us at Lakeside HR Group, where we are more than just a recruiting firm; we are your partners in achieving your career aspirations.

Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
As a Specialist, Prime Client Services you'll join a high performing team of client servicing professionals whose performance is critical to Coinbase achieving its mission. You will serve as a subject matter specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional clients and coverage teams. Diligent, insightful, and have a bias towards action, you will play a crucial role in the success of the *Institutional Operations Services* organization as we help build the crypto economy.
The role goes beyond being the face of Coinbase for our top tier clients as team members are also expected to have a high level of system, product and crypto expertise to ensure client queries are managed autonomously within our exceeds client expectations client model.
*What You'll Be Doing (i.e., Job Duties)*
* Act as a product and service expert for Coinbase's institutional clients, providing end-to-end support across their lifecycle on the platform.
* Navigate and execute complex workflows, including analytics, account maintenance, client management, incident and escalation management, billing, audit processes, reporting, allocations, cold storage, and wallet management.
* Deliver direct client service and support to institutional clients through phone, email, and video calls, ensuring queries are resolved with accuracy and professionalism.
* Facilitate client demo calls, serving as a subject matter expert for the Prime Broker suite of services, and address technical cryptocurrency-related questions.
* Operationalize new and existing policies, processes, and procedures, ensuring alignment with risk and control requirements.
* Support product launches by driving operational readiness and ensuring seamless integration for institutional clients.
* Serve as a key member of the global 24x7 operating model, balancing deep product expertise with high-touch client support.
* Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues, surface client feedback, and drive product enhancements.
* Lead or contribute to cross-functional projects with alignment to organizational OKRs, leveraging effective project management skills.
* Identify gaps in processes, policies, or tools, and recommend or implement improvements to enhance client service delivery.
*What We Look For In You (Requirements):*
* Passionate about Coinbase's mission, with a focus on delivering exceptional client servicing experiences while maintaining operational risk and control standards.
* 4+ years of experience supporting high-priority institutional clients in compliance, trading, product support, payments, or fraud.
* Strong knowledge of cryptocurrency, global financial markets, and trading platforms, with the ability to turn technical concepts into actionable solutions.
* Proven ability to manage high-stakes interactions and resolve complex technical and operational issues under pressure.
* Excellent communication skills for effective collaboration across teams and with clients.
* Flexibility to work shifts, including weekends, in a dynamic 24/7 environment.
*Nice to Have (Preferred Qualifications):*
* Bachelor's degree in Finance, Business, Economics, or a related field preferred.
* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs).
* Industry experience within Traditional Finance, Crypto, or Fintech.
* Familiarity with financial technologies like digital banking, trading platforms, or payment solutions.
* Hands-on experience with complex financial products or crypto custody solutions in regulated environments.
* Located in or able to work Eastern or Central Time Zone hours.
Job #: P71800
#LI-Remote
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$45.68-$53.75 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com

Job Description

Job Description

The Client Services Representative is responsible for managing the life of a client ticket for service or repair. The role encompasses a range of duties including project coordination to support the National Client Services Department, customers, and colleagues. This individual will be responsible for supporting actions such as dispatching technicians, ordering parts, communicating with stakeholders, and verification of work completed.

SPECIFIC ACCOUNTABILITES Include, but not limited to:

Service Work Order Management

• Create, respond to, and manage service work orders within D365.
• Confirm that all service calls are created accurately according to work order instructions.
• Schedule technicians, order necessary parts, and prepare work orders for invoicing.
• Process subcontractor invoices and ensure all related documentation is complete.
• Ensure timely status updates for all service calls from “Unscheduled” to “Completed – Ready to Invoice.”
• Update all tickets at least every 7 days or less.
• Manage and track return tickets for follow-up or completion.
• Review technician notes to verify completeness and accuracy, ensuring all materials are recorded for billing.
• Respond to P2, P3, and P4 priority calls within two hours of receipt.
• Respond to P1 (high-priority) calls within one hour of receipt.
• Document all communication with clients, branches, and internal colleagues (via phone, email, or Teams) in D365 timeline notes.
• For tickets with risk factors (e.g., missing SLA, cost over $2,000/warranty issues over $00), notify the branch via email and copy the NSCM for visibility.

Scheduling & Dispatching

• Dispatch technicians with a full understanding of required travel time and estimated on-site service time.
• Optimize technician scheduling to ensure efficient service delivery.
• Communicate updates regarding return visits and part receipt status with technicians and branches.
• Emergency & Follow-Up Handling
• Escalate emergency service requests to branch leaders or dispatch technicians directly as needed.
• Follow up on all emergency service calls within one business day to ensure timely progress and completion.

Client Communication & Support

• Maintain clear, professional communication with clients regarding service updates, scheduling, and expectations.
• Provide call acknowledgments with estimated time of arrival (ETA) and document these in D365.
• Send ETA confirmations to technicians for both initial and return site visits.
• Issue completion emails once service tickets are finalized and closed.
• Internal Coordination
• Coordinate with branches and operational leadership for service call creation and updates, as required by region.
• Support Client Service Administrators by addressing questions or quality concerns related to work orders.

Procedural Compliance

• Adhere to all departments, D365, and PTI procedures.
• Ensure consistent and timely updates of service call statuses throughout the service lifecycle.
• Client Coordination & Support:
• Ensure service delivery expectations are met or exceeded across all client locations.
• Respond promptly to client concerns, inquiries, and escalations, ensuring timely resolution.

GENERAL ACCOUNTABILITIES:

• Represent Company in a business-like professional manner in both conduct and appearance, to maximize client satisfaction
• Available to work outside of, or in addition to, normal businesses hours.
• Work in compliance with the Company’s policies and procedures including safety manual with safety of self and others in mind at all times.
• Maintain and protect assigned Company assets.
• Accurate written record keeping, submitted on time and complete, including but not limited to:

REQUIRED QUALIFICATIONS:

• High School Diploma or GED
• 1 year of experience with general administrative duties in an office environment

PREFERRED QUALIFICATIONS:

• 1 year of experience in customer service
• Basic accounting and accounts receivable knowledge
• Proficiency with Microsoft Office and computerized business systems as demonstrated by a minimum of 1 year of experience

DEMONSTRATED PROFESSIONAL COMPETENCIES:

• Excellent keyboarding skills.
• Ability to work in a high-volume atmosphere
• Ability to solve practical problems and carry out responsibilities under minimal supervision.
• Ability to organize workload for effective implementation, including the ability to multi-task while under deadlines or time constraints
• Excellent interpersonal skills including customer service skills
• Ability to write simple correspondence and present information in one-on-one and small group situations.
• Ability to interact effectively at all levels and across diverse cultures.
• Ability to function as an effective team member.
• Ability to adapt as the external environment and organization evolves.

PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job.

• Must be able to effectively communicate, (ie see, hear, speak and write clearly) in order to communicate with colleagues and/or customers; manual dexterity required for occasional reaching, lifting of light office objects, and operating office equipment

WORKING CONDITIONS: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job.

• The office is clean, orderly, properly lighted and ventilated. Noise levels are considered low to moderate

BENEFITS:
Colleagues and their families are covered by medical, dental, vision, company provided basic life insurance and AD&D and short-term disability, Voluntary insurances offered include life insurance and AD&D, short-term disability (buy-up option), long-term disability, accident, critical illness, and hospital indemnity insurance, and HSA & FSA accounts. Colleagues may also enroll in the company’s 401(k) plan.  Colleagues will also receive PTO (paid time off), sick leave, and 7 paid holidays.

Salary Range: $20.0 ph- 25.00ph DOE

Company Info:

Paladin Technologies is a premier North American complex systems integrator for building technology solutions, including IP security, alarms & monitoring, audio visual, low-voltage infrastructure, and networking. As a leader in the design, deployment, optimization, management, and maintenance of communication and digital networks, Paladin can meet the needs of clients on a national scale, while providing local support. Our team is the best in the industry, with manufacturer trained technicians, PMP-certified project managers, CTS- and RCDD-certified design engineers, coordinators, and administrative resources.

Paladin has offices coast to coast across the United States and Canada, and nearly 1,700 talented and committed professionals dedicated to custom-crafting and installing technology solutions for clients requiring Integrated Security, Network Infrastructure, Audio Visual, Fiber Optics/OSP, Structured Cabling, and more. We are always at the forefront of the changing technology landscape, and through continued training, complex client projects, and company support, we provide our colleagues with exciting challenges and a rewarding career as Paladin continues to grow.

This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status . Equal Opportunity Employer, including disability & veterans, or any other characteristic protected by law. If you need accommodation for any part of the application process, please send an email or call 1- to speak with Human Resources and let us know the nature of your request.

We thank you for your application, however only those selected for an interview will be contacted.

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