102,927 Member Services jobs in the United States
Client Services
92702 Santa Ana, California
Adecco US, Inc.
Posted 2 days ago
Job Viewed
Job Description
**Client Services Account Admin**
We're looking for a skilled **Client Services Account Admin** to join our team.
The primary purpose of the position is to support the Mortgage-Backed Securities team and provide trustee and paying agent services for residential and commercial structured products.
**Pay:** $29.63/HR (21.66/HR)
**Shift:** M-F: 8 AM - 5 PM
**Location:** ONSITE - Santa Ana, CA
**Temp:** **_Contract Position_**
**Primary Duties and Responsibilities:**
+ Daily administration of 100+ RMBS/CMBS trusts.
+ Manage cash accounts for domestic and some internationalclients; including investment, liquidation and distribution of funds.
+ Respond to daily inquiries from Clients, Investors and otherdeal parties.
+ Review and approve monthly distribution payments and statements.
+ Review compliance to ensure conformity to the transaction documents.
+ Perform ongoing maintenance of deal/account informationacross several bank applications.
+ Monthly preparation of documents requested by various dealparties, in particular mortgage loan servicers.
+ Collaborate with other team members to address departmentprojects.
+ Ensure compliance with KYC and new account opening processes.
**Qualifications:**
+ Bachelor's Degree.
+ Cash management experience.
+ Organized, detail-oriented, proactive.
+ Excellent written and verbal communication skills.
+ Ability to read and interpret legal transactional documents.
+ Able to balance day-to-day activities with big-picture concerns.
+ Ability to involve team proactively in decisions.
+ Ability to prioritize multiple responsibilities in a fast paced,deadline driven environment.
+ Candidate needs to be proficient/advanced in both MS Office/Word and Excel.
If you're a self-starter with a proven Financial Mortgage Services background, we encourage you to apply.
This role is being recruited for by one of our Centralized Delivery Team and not your local Branch. For instant consideration for this position and other opportunities with Adecco in Santa Ana, CA apply today!
**Pay Details:** $29.63 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
+ The California Fair Chance Act
+ Los Angeles City Fair Chance Ordinance
+ Los Angeles County Fair Chance Ordinance for Employers
+ San Francisco Fair Chance Ordinance
**Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
We're looking for a skilled **Client Services Account Admin** to join our team.
The primary purpose of the position is to support the Mortgage-Backed Securities team and provide trustee and paying agent services for residential and commercial structured products.
**Pay:** $29.63/HR (21.66/HR)
**Shift:** M-F: 8 AM - 5 PM
**Location:** ONSITE - Santa Ana, CA
**Temp:** **_Contract Position_**
**Primary Duties and Responsibilities:**
+ Daily administration of 100+ RMBS/CMBS trusts.
+ Manage cash accounts for domestic and some internationalclients; including investment, liquidation and distribution of funds.
+ Respond to daily inquiries from Clients, Investors and otherdeal parties.
+ Review and approve monthly distribution payments and statements.
+ Review compliance to ensure conformity to the transaction documents.
+ Perform ongoing maintenance of deal/account informationacross several bank applications.
+ Monthly preparation of documents requested by various dealparties, in particular mortgage loan servicers.
+ Collaborate with other team members to address departmentprojects.
+ Ensure compliance with KYC and new account opening processes.
**Qualifications:**
+ Bachelor's Degree.
+ Cash management experience.
+ Organized, detail-oriented, proactive.
+ Excellent written and verbal communication skills.
+ Ability to read and interpret legal transactional documents.
+ Able to balance day-to-day activities with big-picture concerns.
+ Ability to involve team proactively in decisions.
+ Ability to prioritize multiple responsibilities in a fast paced,deadline driven environment.
+ Candidate needs to be proficient/advanced in both MS Office/Word and Excel.
If you're a self-starter with a proven Financial Mortgage Services background, we encourage you to apply.
This role is being recruited for by one of our Centralized Delivery Team and not your local Branch. For instant consideration for this position and other opportunities with Adecco in Santa Ana, CA apply today!
**Pay Details:** $29.63 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
+ The California Fair Chance Act
+ Los Angeles City Fair Chance Ordinance
+ Los Angeles County Fair Chance Ordinance for Employers
+ San Francisco Fair Chance Ordinance
**Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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0
Client Services
74152 Tulsa, Oklahoma
Robert Half
Posted 8 days ago
Job Viewed
Job Description
Description We are looking for a dedicated Customer Experience Specialist to join our team in Tulsa, Oklahoma. This is a Contract-to-Permanent position, offering the opportunity to grow within the organization after successful completion of training. In this role, you will provide exceptional service to clients, many of whom require special care, while maintaining accuracy in documentation and communication.
Responsibilities:
- Deliver outstanding customer service by addressing inquiries and concerns with empathy and professionalism.
- Handle a high volume of paperwork and data entry tasks with precision and attention to detail.
- Respond to inbound calls and manage outbound communications as necessary.
- Assist clients with disabilities or special needs, ensuring their unique requirements are met.
- Maintain accurate and organized records of client interactions and service requests.
- Collaborate effectively with team members to ensure seamless service delivery.
- Adapt to a hybrid work environment following successful completion of training and conversion, if applicable.
- Uphold company standards by maintaining confidentiality and adhering to all policies and guidelines. Requirements - Proven experience in customer service, preferably in a call center or similar environment.
- Strong skills in data entry and order processing with attention to accuracy.
- Ability to handle inbound and outbound calls effectively.
- Demonstrated patience, empathy, and client-oriented approach when working with individuals with special needs.
- Excellent organizational and time management skills.
- Strong communication abilities, both verbal and written.
- Proficiency in using computer systems and software for documentation and communication.
- Ability to work onsite Monday through Friday during standard business hours. TalentMatch®
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 ( .
Responsibilities:
- Deliver outstanding customer service by addressing inquiries and concerns with empathy and professionalism.
- Handle a high volume of paperwork and data entry tasks with precision and attention to detail.
- Respond to inbound calls and manage outbound communications as necessary.
- Assist clients with disabilities or special needs, ensuring their unique requirements are met.
- Maintain accurate and organized records of client interactions and service requests.
- Collaborate effectively with team members to ensure seamless service delivery.
- Adapt to a hybrid work environment following successful completion of training and conversion, if applicable.
- Uphold company standards by maintaining confidentiality and adhering to all policies and guidelines. Requirements - Proven experience in customer service, preferably in a call center or similar environment.
- Strong skills in data entry and order processing with attention to accuracy.
- Ability to handle inbound and outbound calls effectively.
- Demonstrated patience, empathy, and client-oriented approach when working with individuals with special needs.
- Excellent organizational and time management skills.
- Strong communication abilities, both verbal and written.
- Proficiency in using computer systems and software for documentation and communication.
- Ability to work onsite Monday through Friday during standard business hours. TalentMatch®
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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1
Client Services Representative
33336 Fort Lauderdale, Florida
WolfCreek Consulting
Posted today
Job Viewed
Job Description
Position: Client Services Coordinator
Schedule: Full-Time, Monday – Friday, 9:00 AM – 5:00 PM
Location: Ft. Lauderdale— based out of our new showroom
About the Role
We are a swimming pool company seeking a motivated and energetic Client Services Coordinator to join our team. This role is the hub of communication between customers, field technicians, and management. Based out of our newly opened showroom, you will be the first point of contact for customers, helping to ensure their service experience is seamless and professional.
Key Responsibilities
- Assist customers in the showroom.
- Answer incoming phone calls and respond to customer inquiries promptly.
- Provide updates to customers on service status, bookings, and project confirmations.
- Schedule service appointments, repairs, and installations.
- Communicate daily with field technicians to relay schedules, updates, and instructions.
- Track and confirm completion of service visits.
- Assist with locating and ordering parts for technicians in the field.
- Support project timelines by coordinating resources effectively.
- Maintain accurate records of services, parts, and customer interactions.
Qualifications & Skills
- Basic knowledge of pool systems and equipment preferred (training available).
- Strong phone etiquette and customer service skills.
- Excellent organizational and multitasking abilities.
- Ability to communicate clearly, both verbally and in writing.
- Some operations or office coordination experience a plus.
- Proficient in scheduling tools and basic computer applications.
- Must have a clean driving record.
- Articulate, professional, and high-energy personality.
Benefits & Compensation
- Competitive pay (based on experience).
- Opportunity for growth within operations and service management.
- Supportive team environment.
- 401(k)
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2
Client Services Representative
60065 Northbrook, Illinois
UL, LLC
Posted 2 days ago
Job Viewed
Job Description
Working with customers and assigned engineers, coordinate and schedule on site engineering evaluations to help regulatory authorities determine the compliance of a product, leading to "approval" of the installation. If you have:
+ Ability to work with a sense of urgency
+ Excellent customer service skills
+ Excellent written and verbal communication skills
+ Strong knowledge of Computer tools & software (Flex, Sales Force, Notes)
+ Strong organizational skills
+ Ability to project manage a large workload
+ Ability to multitask
+ Team Player
We would like to hear from you!
Join our Energy and Industrial Automation Field Evaluation Team and make a difference!
+ Communicates with clients, as directed.
+ Schedules and assigns work for a field-based team of engineers.
+ Uses system software for document management, correspondence, and file management.
+ Coordinate and compile client deliverables
+ Manage updates and dissemination of client documents, processes and related information in accordance with established governance and quality control principles
+ Perform data and submission monitoring, tracking, scheduling, analysis etc. as requested by management
+ Perform administrative maintenance and portal management for a variety of UL systems and databases as needed
+ Read and follow the Underwriters Laboratories Code of Conduct, and follow all physical and digital security practices
+ Provides support to team members and assists with larger initiatives
+ Adheres to project and program governance (controls)
+ Helps to manage stakeholders' communication
+ Performs other duties as directed
#LI-MB1
#LI-Hybrid
+ Ability to work with a sense of urgency
+ Excellent communication skills
+ Knowledge of computer tools & software (Flex, Sales Force, Notes)
+ Strong organizational skills
+ Strong project management Skills
+ Ability to manage a large workload
+ Four years' related work experience
This is a Hybrid Position with expectations to be in the office 3 days a week
What we offer:
+ Total Rewards: We understand compensation is an important factor as you consider the next step in your career . The estimated salary range for this position is $4000 to $52000 and is based on multiple factors, including job-related knowledge/skills, experience, geographical location, as well as other factors. This position is eligible for annual bonus compensation with a target payout of 5% of the base salary. This position also provides health benefits such as medical, dental and vision; wellness benefits such as mental and financial health; and retirement savings (401K) commensurate with the standard rewards offered in each individual location or country. We also provide full-time employees with paid time off including vacation (15 days), holiday including floating holidays (12 days) and sick time off (72 hours).
A global leader in applied safety science, UL Solutions (NYSE: ULS) transforms safety, security and sustainability challenges into opportunities for customers in more than 110 countries. UL Solutions delivers testing, inspection and certification services, together with software products and advisory offerings, that support our customers' product innovation and business growth. The UL Mark serves as a recognized symbol of trust in our customers' products and reflects an unwavering commitment to advancing our safety mission. We help our customers innovate, launch new products and services, navigate global markets and complex supply chains, and grow sustainably and responsibly into the future. Our science is your advantage.
UL LLC has been and will continue to be an equal opportunity employer. To assure full implementation of this equal employment policy, we will take steps to assure that:
Persons are recruited, hired, assigned and promoted without regard to race, color, age, sex or gender, sexual orientation, gender identity, gender expression, transgender status, religion, creed, national origin, ethnicity, citizenship, ancestry, disability, genetic information, military or veteran status, pregnancy, marital or familial status, or any other protected category under applicable law.
+ Ability to work with a sense of urgency
+ Excellent customer service skills
+ Excellent written and verbal communication skills
+ Strong knowledge of Computer tools & software (Flex, Sales Force, Notes)
+ Strong organizational skills
+ Ability to project manage a large workload
+ Ability to multitask
+ Team Player
We would like to hear from you!
Join our Energy and Industrial Automation Field Evaluation Team and make a difference!
+ Communicates with clients, as directed.
+ Schedules and assigns work for a field-based team of engineers.
+ Uses system software for document management, correspondence, and file management.
+ Coordinate and compile client deliverables
+ Manage updates and dissemination of client documents, processes and related information in accordance with established governance and quality control principles
+ Perform data and submission monitoring, tracking, scheduling, analysis etc. as requested by management
+ Perform administrative maintenance and portal management for a variety of UL systems and databases as needed
+ Read and follow the Underwriters Laboratories Code of Conduct, and follow all physical and digital security practices
+ Provides support to team members and assists with larger initiatives
+ Adheres to project and program governance (controls)
+ Helps to manage stakeholders' communication
+ Performs other duties as directed
#LI-MB1
#LI-Hybrid
+ Ability to work with a sense of urgency
+ Excellent communication skills
+ Knowledge of computer tools & software (Flex, Sales Force, Notes)
+ Strong organizational skills
+ Strong project management Skills
+ Ability to manage a large workload
+ Four years' related work experience
This is a Hybrid Position with expectations to be in the office 3 days a week
What we offer:
+ Total Rewards: We understand compensation is an important factor as you consider the next step in your career . The estimated salary range for this position is $4000 to $52000 and is based on multiple factors, including job-related knowledge/skills, experience, geographical location, as well as other factors. This position is eligible for annual bonus compensation with a target payout of 5% of the base salary. This position also provides health benefits such as medical, dental and vision; wellness benefits such as mental and financial health; and retirement savings (401K) commensurate with the standard rewards offered in each individual location or country. We also provide full-time employees with paid time off including vacation (15 days), holiday including floating holidays (12 days) and sick time off (72 hours).
A global leader in applied safety science, UL Solutions (NYSE: ULS) transforms safety, security and sustainability challenges into opportunities for customers in more than 110 countries. UL Solutions delivers testing, inspection and certification services, together with software products and advisory offerings, that support our customers' product innovation and business growth. The UL Mark serves as a recognized symbol of trust in our customers' products and reflects an unwavering commitment to advancing our safety mission. We help our customers innovate, launch new products and services, navigate global markets and complex supply chains, and grow sustainably and responsibly into the future. Our science is your advantage.
UL LLC has been and will continue to be an equal opportunity employer. To assure full implementation of this equal employment policy, we will take steps to assure that:
Persons are recruited, hired, assigned and promoted without regard to race, color, age, sex or gender, sexual orientation, gender identity, gender expression, transgender status, religion, creed, national origin, ethnicity, citizenship, ancestry, disability, genetic information, military or veteran status, pregnancy, marital or familial status, or any other protected category under applicable law.
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3
Client Services Representative
32703 Apopka, Florida
VCA Animal Hospitals
Posted 2 days ago
Job Viewed
Job Description
**Client Service Representative**
We are seeking an experienced Client Service Representative to join our team.
At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations.
We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets.
**Why We Need You**
As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is responsible for:
- Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
- Scheduling and confirming appointments.
- Placing outbound calls for follow-ups and reaching out to prospective clients.
- Presenting and explaining fees, including processing payments.
- Recommending, selecting, and obtaining products and services, including prescriptions.
- Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
- Managing medical records, charts, reports and correspondence.
- Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all times-both inside and outside.
**The Benefits Continue To Grow:**
+ Access to the people and financial resources of a large veterinary community
+ Growth & leadership opportunities
+ Medical, Dental & Vision
+ Generous hospital discounts and product discounts
+ Employer-paid life, long- and short-term disability insurance
+ Paid vacation and sick time
+ Paid parental leave
+ 401(k)
+ **Free** mental health resources and wellness subscriptions (Headspace)
+ Referral bonuses
+ **Infertility benefits**
+ Competitive wage
**Compensation:** Is based on skill set, and experience
Candidates must be positive and motivated. The hospital team meets frequently, and your ideas and suggestions are encouraged to help us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard to protect our culture and assure we hire associates that are going to have the determination to rise above obstacles, wear multiple hats and work as a team.
**If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.**
Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!
The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development)
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com
We are seeking an experienced Client Service Representative to join our team.
At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations.
We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets.
**Why We Need You**
As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is responsible for:
- Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
- Scheduling and confirming appointments.
- Placing outbound calls for follow-ups and reaching out to prospective clients.
- Presenting and explaining fees, including processing payments.
- Recommending, selecting, and obtaining products and services, including prescriptions.
- Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
- Managing medical records, charts, reports and correspondence.
- Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all times-both inside and outside.
**The Benefits Continue To Grow:**
+ Access to the people and financial resources of a large veterinary community
+ Growth & leadership opportunities
+ Medical, Dental & Vision
+ Generous hospital discounts and product discounts
+ Employer-paid life, long- and short-term disability insurance
+ Paid vacation and sick time
+ Paid parental leave
+ 401(k)
+ **Free** mental health resources and wellness subscriptions (Headspace)
+ Referral bonuses
+ **Infertility benefits**
+ Competitive wage
**Compensation:** Is based on skill set, and experience
Candidates must be positive and motivated. The hospital team meets frequently, and your ideas and suggestions are encouraged to help us continue to grow. Our team takes pride in fostering an atmosphere of mutual respect and recognition while being adaptable, goal driven and engaged. We work hard to protect our culture and assure we hire associates that are going to have the determination to rise above obstacles, wear multiple hats and work as a team.
**If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.**
Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!
The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development)
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com
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4
Client Services Representative
33126 Flagami, Florida
Robert Half
Posted 2 days ago
Job Viewed
Job Description
Description
We are looking for a detail-oriented Client Services Representative to join our wealth management team in Miami, Florida. In this role, you will handle a variety of client-related tasks, ensuring high-quality service for high-net-worth individuals. This position focuses on managing client accounts, facilitating financial transactions, and maintaining compliance with legal and regulatory standards.
Responsibilities:
- Oversee the management of client accounts, ensuring accuracy and timely service.
- Handle money movement tasks, including credit card transactions and account transfers.
- Coordinate the setup of new accounts, ensuring all processes are completed efficiently.
- Assist clients with password resets and other account-related technical support.
- Ensure all documentation and reports comply with legal and regulatory requirements.
- Serve as the primary liaison for legal and financial communications on behalf of clients.
- Support clients with estate and trust-related matters, providing guidance and coordination.
- Maintain strong client relationships by delivering exceptional service and addressing inquiries promptly.
*** Preferable someone with series 7 or 65
If you are interested in hearing more about this opportunity, please call Janet or email
Requirements - Minimum of 3 years of experience in wealth management or a related field.
- Proficiency in handling credit card transactions and account management processes.
- Strong background in client administration for high-net-worth individuals.
- Familiarity with private wealth management practices and principles.
- Excellent organizational skills and attention to detail.
- Strong communication abilities, both written and verbal.
- Ability to handle sensitive information with discretion and professionalism.
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 ( .
We are looking for a detail-oriented Client Services Representative to join our wealth management team in Miami, Florida. In this role, you will handle a variety of client-related tasks, ensuring high-quality service for high-net-worth individuals. This position focuses on managing client accounts, facilitating financial transactions, and maintaining compliance with legal and regulatory standards.
Responsibilities:
- Oversee the management of client accounts, ensuring accuracy and timely service.
- Handle money movement tasks, including credit card transactions and account transfers.
- Coordinate the setup of new accounts, ensuring all processes are completed efficiently.
- Assist clients with password resets and other account-related technical support.
- Ensure all documentation and reports comply with legal and regulatory requirements.
- Serve as the primary liaison for legal and financial communications on behalf of clients.
- Support clients with estate and trust-related matters, providing guidance and coordination.
- Maintain strong client relationships by delivering exceptional service and addressing inquiries promptly.
*** Preferable someone with series 7 or 65
If you are interested in hearing more about this opportunity, please call Janet or email
Requirements - Minimum of 3 years of experience in wealth management or a related field.
- Proficiency in handling credit card transactions and account management processes.
- Strong background in client administration for high-net-worth individuals.
- Familiarity with private wealth management practices and principles.
- Excellent organizational skills and attention to detail.
- Strong communication abilities, both written and verbal.
- Ability to handle sensitive information with discretion and professionalism.
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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