Client Services Associate

The Client Services Associate provides exceptional customer support while ensuring the smooth day-to-day administration of client accounts and office operations. This role serves as the primary point of contact for clients, handling inquiries, coordinating appointments, maintaining records, and delivering a high standard of customer service.

Key Responsibilities

• Serve as the primary point of contact for clients via phone, email, and in person, providing exceptional customer service and resolving inquiries in a timely, professional manner.
• Build and maintain strong client relationships through proactive communication, follow-up, and effective issue resolution, escalating complex concerns as needed.
• Coordinate appointments, meetings, and client communications while managing calendars and ensuring seamless service delivery.
• Maintain accurate client records by performing data entry, updating databases, and organizing electronic and physical files.
• Prepare and process correspondence, reports, invoices, billing, payment transactions, and other administrative documentation.
• Collaborate with internal departments to monitor client requests, track progress, and ensure timely completion of services.
• Support daily office operations by managing communications, maintaining confidential information, assisting with special projects, and ensuring compliance with company policies.
• Generate reports, monitor service metrics, and identify opportunities to improve operational efficiency and client satisfaction.

Qualifications:

Qualifications

• 1–3 years of experience in customer service, client support, administrative assistance, or a related field.
• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and customer relationship management (CRM) software.
• Strong attention to detail and accuracy.
• Ability to multitask and prioritize in a fast-paced environment.
• Professional demeanor with excellent interpersonal skills.

Preferred Skills

• Experience with scheduling software or CRM systems including Salesforce, HubSpot CRM, SAP Customer Experience, Oracle 
• Strong problem-solving and conflict-resolution abilities.
• Ability to work independently and collaboratively within a team.
• Excellent customer service orientation and commitment to client satisfaction.

Compensation

About Us

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.

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