Customer Service Representative

We are looking for a Client Service Associate  to join a growing team supporting brokerage operations in Pennsylvania. This contract opportunity is ideal for someone who thrives in a fast-moving environment, communicates effectively with clients and advisors, and takes pride in accurate administrative support. The position focuses on handling service-related transactions, reviewing documentation, and maintaining reliable records throughout daily operations.

Responsibilities:

• Process incoming payments and service transactions with a high degree of accuracy and timeliness.

• Review submitted forms and supporting documents to confirm completeness and compliance before entry.

• Enter and update customer and transaction information in internal systems while maintaining precise records.

• Respond to inquiries from advisors and clients in a clear and attentive manner through phone and written communication.

• Handle inbound and outbound customer service interactions to resolve issues, provide updates, and support ongoing requests.

• Coordinate order and request details carefully to ensure smooth follow-through on service activities.

• Prioritize multiple tasks effectively in a fast-paced environment while meeting established turnaround expectations.

• Identify discrepancies in paperwork or account information and escalate concerns when additional review is needed.

Qualifications:

• At least 3 years of experience in customer service, call center support, brokerage operations, or a related administrative role.

• Demonstrated ability to manage detailed data entry and document review with strong accuracy.

• Experience handling inbound and outbound calls while delivering attentive customer support.

• Strong working knowledge of Microsoft Office applications.

• Ability to learn new processes quickly and adapt to changing priorities.

• Excellent organizational skills with a strong sense of urgency and attention to detail.

• Persian language skills are a plus but not required.

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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