Client Services Associate

We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This position combines client service, bookkeeping coordination, and vendor management to help maintain organized financial records and dependable day-to-day support. The ideal candidate is comfortable balancing multiple priorities, communicating with a range of stakeholders, and handling sensitive information with professionalism.

Responsibilities:
• Coordinate annual health insurance renewal and enrollment activities for family clients, helping ensure timely submissions and accurate coverage selections.
• Partner with brokers to organize insurance options and support implementation of coverage strategies that align protection needs with cost efficiency.
• Administer bill payment activities for several clients by reviewing documentation, confirming accuracy, and ensuring payments are processed on schedule.
• Work alongside Accounts Payable and real estate support teams to monitor invoices, secure approvals, and maintain payment timelines.
• Arrange utility accounts and essential property services for newly acquired or established residences, and follow through to confirm billing begins correctly.
• Maintain regular communication with clients, vendors, brokers, and internal partners to resolve questions and keep service activities moving forward.
• Prepare, track, and organize financial and administrative records so documentation remains complete, accessible, and audit-ready.
• Handle private client and financial information with sound judgment, discretion, and a high standard of confidentiality.

Qualifications:

• At least 3 years of experience in client services, bookkeeping, insurance support, or a related administrative function.
• Working knowledge of health, property, or casualty insurance processes, including renewals, enrollment, or policy coordination.
• Experience supporting accounting or payment operations, with strong attention to detail and accuracy in financial documentation.
• Familiarity with invoice tracking, approvals, vendor coordination, and accounts payable workflows.
• Ability to support real estate-related administrative tasks, including utility setup and service coordination for properties.
• Strong written and verbal communication skills, with the ability to interact professionally with clients and cross-functional teams.
• Proven ability to manage sensitive information responsibly while maintaining a high level of professionalism and integrity.

Compensation

$95,000.00-$100,000.00 Yearly

About Us

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.

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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.

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