;

355 results for Chat Agent

Relevance

Date Posted

Create a Job Alert

Email me about new Chat Agent jobs

Are you sure you want to pass on this job?

We are seeking a highly motivated and detail-oriented Customer Service Representative to join our team. As the first line of communication with our clients, you will play a vital role in delivering exceptional customer experiences and building long-term relationships. This position is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about providing top-tier service to customers.

Provide accurate, timely, and professional responses to customer inquiries via phone, email, chat, or other communication channels.
Identify customer needs, troubleshoot challenges, and resolve complaints with a positive and empathetic approach.
Maintain detailed records of customer interactions, issues, and resolutions using CRM software.
Collaborate with other departments (e.g., sales, logistics, technical support) to ensure customer satisfaction.
Follow up with customers to ensure their concerns are fully addressed and identify opportunities for providing additional support.

3 years in customer service, client support, or a related role preferred.
Exceptional verbal and written communication skills. Bilingual abilities are a plus.
Working knowledge of CRM systems, Microsoft Office Suite, and basic troubleshooting techniques.
Strong analytical skills to identify solutions and address customer concerns effectively.
Comfortable working in a fast-paced environment and managing multiple tasks simultaneously.

Please submit your resume outlining your qualifications and relevant experience. We look forward to reviewing your application and considering you for this exciting opportunity to join our team.

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.

355 results for Chat Agent

Customer Service Representative We are seeking a highly motivated and detail-oriented Customer Service Representative to join our team. As the first line of communication with our clients, you will play a vital role in delivering exceptional customer experiences and building long-term relationships. This position is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about providing top-tier service to customers. <ul><li>Provide accurate, timely, and professional responses to customer inquiries via phone, email, chat, or other communication channels.</li><li>Identify customer needs, troubleshoot challenges, and resolve complaints with a positive and empathetic approach.</li><li> Maintain detailed records of customer interactions, issues, and resolutions using CRM software.</li><li>Collaborate with other departments (e.g., sales, logistics, technical support) to ensure customer satisfaction.</li><li>Follow up with customers to ensure their concerns are fully addressed and identify opportunities for providing additional support.</li></ul>

Call Center Agent – Hybrid Role Join a nonprofit organization in San Diego, CA as a Call Center Agent, where you’ll play a vital role in assisting clients and supporting meaningful programs. This hybrid position requires on-site work for the first 3-4 months for training and development, followed by a flexible hybrid schedule! As a Call Center Agent, you’ll be the voice of the organization, communicating directly with clients and community members to address their needs, answer inquiries, and provide guidance. This is your chance to develop your career while contributing to the mission-driven work of a nonprofit dedicated to positive change. Responsibilities:<ul><li>Respond to inbound calls and emails in a professional, empathetic, and timely manner.</li><li>Provide accurate information about the organization’s programs, initiatives, and services.</li><li>Assist callers in resolving issues or accessing resources, collaborating with internal teams as needed.</li><li>Document and maintain accurate client interactions and records using CRM systems.</li><li>Proactively identify opportunities to enhance caller experiences and recommend improvements.</li><li>Stay informed of organizational policies to deliver consistent, high-quality service.</li></ul>

Customer Service Representative Robert Half is currently searching for an articulate, highly skilled Customer Service Representative to provide outstanding service to our client's customers and potential customers. This Customer Service Representative position is based in a dynamic and fast-paced environment. This is an onsite Customer Service Representative opportunity based in Fairfax, Virginia. The ideal Customer Service Representative will be customer-focused, detail orientated, and target driven. Responsibilities:<ul><li> Handle both inbound and outbound customer calls.</li><li>Proactively communicate with customers to address and resolve sales and service issues</li><li>Identify and assess customers' needs to achieve satisfaction.</li><li>Build sustainable relationships and trust with customer accounts through open and interactive communication.</li><li>Provide accurate, valid and complete information by using the right methods/tools.</li><li>Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.</li><li>Follow communication procedures, guidelines and policies.</li><li>Take the extra mile to engage customers.</li></ul>

Customer Service Representative Robert Half is currently searching for an articulate, highly skilled Customer Service Representative to provide outstanding service to our client's customers and potential customers. This Customer Service Representative position is based in a dynamic and fast-paced environment. This is an onsite Customer Service Representative opportunity based in Manassas, Virginia. The ideal Customer Service Representative will be customer-focused, detail orientated, and target driven. Responsibilities:<ul><li> Handle both inbound and outbound customer calls.</li><li>Proactively communicate with customers to address and resolve sales and service issues</li><li>Identify and assess customers' needs to achieve satisfaction.</li><li>Build sustainable relationships and trust with customer accounts through open and interactive communication.</li><li>Provide accurate, valid and complete information by using the right methods/tools.</li><li>Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.</li><li>Follow communication procedures, guidelines and policies.</li><li>Take the extra mile to engage customers.</li></ul>

Client Service Representative Job Summary:We are seeking a highly motivated and dedicated Customer Service Representative for a client in Owings Mills, MD. This is a direct-hire position. The ideal candidate will be responsible for providing exceptional support to our business clients, ensuring their needs are met promptly and efficiently. This role will involve managing and resolving inquiries, processing orders, troubleshooting issues, and maintaining strong relationships with commercial clients. A successful candidate will have excellent communication skills, problem-solving abilities, and a passion for customer service. Key Responsibilities:<ul><li>Client Support: Serve as the primary point of contact for commercial accounts, responding to inquiries via phone, email, or chat in a timely and professional manner.</li><li>Order Management: Process and track customer orders, ensuring timely delivery and accuracy. Work with internal teams to resolve order discrepancies or delays.</li><li>Issue Resolution: Handle and resolve customer complaints and issues in a professional manner, ensuring customer satisfaction. Escalate unresolved issues to appropriate departments when necessary.</li><li>Account Maintenance: Update and maintain accurate client information, including billing, contact details, and service requests in the customer database.</li><li>Product Knowledge: Maintain an in-depth understanding of the company’s products and services to provide accurate information and recommendations to clients.</li><li>Relationship Building: Foster long-term relationships with commercial clients, proactively reaching out to ensure satisfaction and encourage retention.</li><li>Collaboration: Work closely with sales, operations, and other internal teams to ensure seamless service delivery and client satisfaction.</li><li>Reporting: Track customer service metrics, and provide reports on trends, issues, and feedback for continuous improvement.</li></ul>

Customer Service Representative Are you friendly, flexible, and love taking initiative? Then we have a position for you, we have an opening for a Customer Service Representative. The Customer Service Representative will be over:<ul><li>Maintain ongoing client relationships through follow-up and support.</li><li>Respond to customer inquiries via phone, email, or chat in a timely and professional manner.</li><li>Provide accurate information regarding services to clients.</li><li>Assist with troubleshooting and resolving customer issues effectively.</li></ul>

Customer Service Agent Join a nonprofit organization that’s making a meaningful difference in the San Diego community as a Customer Service Agent! This hybrid role begins with 3-4 months of on-site training/work at our local office, followed by a flexible hybrid schedule. As a Customer Support Agent, you’ll play a key role in ensuring clients and stakeholders receive exceptional service, support, and guidance. Your contributions will help directly support our mission-focused programs and initiatives while fostering meaningful connections in the community. Responsibilities:<ul><li>Provide excellent customer service via phone, email, and face-to-face interactions to resolve inquiries and ensure satisfaction.</li><li>Support community members by sharing information about the organization’s programs and initiatives.</li><li>Maintain customer records in a clear, organized manner using CRM tools.</li><li>Collaborate across departments to resolve issues and address client needs effectively.</li><li>Provide feedback to improve services and processes while staying aligned with organizational goals.</li><li>Keep up-to-date with knowledge of the organization’s services and policies to assist customers accurately.</li></ul>

Customer Service Representative Robert Half is currently searching for a skilled Customer Service Representative to provide outstanding service to our client's customers and potential customers. This Customer Service Representative position is based in a dynamic and fast-paced environment. This is an onsite Customer Service Representative opportunity based in Indianapolis, Indiana. The ideal Customer Service Representative will be customer-focused, detail orientated, and target driven. Responsibilities:<ul><li>Handle both inbound and outbound customer calls.</li><li>Proactively communicate with customers to address and resolve sales and service issues</li><li>Identify and assess customers' needs to achieve satisfaction.</li><li>Build sustainable relationships and trust with customer accounts through open and interactive communication.</li><li>Provide accurate, valid and complete information by using the right methods/tools.</li><li>Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.</li><li>Follow communication procedures, guidelines and policies.</li><li>Take the extra mile to engage customers.</li></ul>

Customer Service Representative We’re looking for a motivated Customer Service Representative to serve as the face of our client's company, delivering support and solutions that leave a lasting, positive impression. This is a hybrid role, but candidates must be available to work on-site full time for the first 3-4 months during training and onboarding before transitioning into a hybrid schedule. Responsibilities:<ul><li>Professionally and efficiently communicate with customers via phone, email, and live chats to resolve inquiries and concerns.</li><li>Build rapport with customers by providing accurate information, solutions, and product recommendations.</li><li>Maintain detailed and up-to-date records of customer interactions in CRM software.</li><li>Collaborate with internal teams to ensure customer satisfaction and process improvements.</li><li>Manage multiple priorities efficiently while delivering stellar service in a fast-paced environment.</li></ul>

Customer Service Representative Do you thrive on delivering exceptional experiences to customers? As a Customer Service Representative, you'll play a vital role in ensuring customer satisfaction, resolving inquiries, and supporting our mission of excellence. Robert Half is looking for enthusiastic, detail-oriented individuals who enjoy engaging with people and solving problems. Responsibilities:<ul><li>Interact with customers via phone, email, or live chat to address inquiries, concerns, and requests.</li><li>Provide accurate information about products and services, resolving issues efficiently while maintaining a professional demeanor.</li><li>Track and update customer profiles, orders, or service tickets through the company's CRM or other software tools.</li><li>Escalate unresolved queries to supervisors or the appropriate departments for timely resolution.</li><li>Collaborate with team members to improve customer care processes, providing feedback to help refine workflows.</li><li>Maintain a thorough understanding of company policies, services, and product offerings to better assist customers.</li><li>Consistently meet or exceed performance metrics, including response time, satisfaction ratings, and issue resolution rates.</li></ul>

Call Center Agent We're seeking a dedicated and enthusiastic Call Center Agent to join our client's team in San Diego! This is a great opportunity for someone passionate about customer service and problem-solving to work in a fast-paced, collaborative environment. This position offers a hybrid schedule, with the first 3-4 months fully on-site for training and onboarding before transitioning to remote flexibility. Responsibilities:<ul><li>Manage inbound and outbound calls in a timely and professional manner, providing support to customers with inquiries, complaints, and service requests.</li><li>Actively listen to customer needs and concerns, ensuring they feel heard and valued.</li><li>Identify solutions to resolve issues efficiently and escalate complex cases as necessary.</li><li>Maintain accurate records of customer interactions using CRM tools and follow up where required.</li><li>Achieve performance metrics, including call handling, resolution rates, and customer satisfaction.</li><li>Collaborate with internal teams to streamline processes and improve customer support strategies.</li></ul>

Agente de Servicios al Cliente / Customer Service Agent Se requiere ser bilingue (inglés/español) con la capacidad de hablar y escribir con confianza.Esta posición requiere trabajar al menos dos sábados obligatorios al mes. 100% en persona en Olympia, WA. Estamos buscando un Agente de Servicios al Cliente / Representante de Ventas Internas para apoyar las operaciones en la industria de materiales de construcción. Con sede en Olympia, WA, como Agente de Servicios al Cliente / Representante de Ventas Internas, serás responsable de atender consultas y solicitudes de clientes, recomendar productos adecuados y asegurar la correcta entrada y procesamiento de pedidos. Este puesto es fundamental para mantener nuestro compromiso con un servicio al cliente excepcional y requiere gran atención al detalle. Responsabilidades:<ul><li>Atender consultas de clientes en persona, por teléfono y por correo electrónico, ofreciendo un servicio excepcional en todo momento.</li><li>Calcular con precisión las cantidades y costos de materiales, utilizando habilidades matemáticas durante todo el día.</li><li>Asegurar la correcta entrada y procesamiento de pedidos para mantener un flujo de trabajo eficiente.</li><li>Manejar Microsoft Excel para diversas actividades, como calculadoras y modelos predefinidos.</li><li>Ofrecer recomendaciones de productos de acuerdo con las necesidades del cliente para garantizar su satisfacción.</li><li>Recibir y atender a los clientes en recepción, creando un ambiente cálido y amigable.</li><li>Mantener un equilibrio entre la atención a clientes en persona y por teléfono/correo electrónico, ajustándose a las necesidades del negocio.</li><li>Conocer bien nuestros productos para poder asistir mejor a los clientes y hacer recomendaciones informadas.</li></ul>

Customer Service Representative We are seeking a Customer Service Representative for a contract opportunity in White Plains, NY. The Customer Service Representative will act as the primary point of contact for customers, addressing inquiries, resolving issues, and delivering an outstanding customer experience. This role requires strong communication skills, problem-solving abilities, and a customer-first mindset to support retention and satisfaction. Responsibilities:<ul><li>Respond to Customer Inquiries: Provide timely and accurate responses to inquiries via phone, email, or chat </li><li>Resolve Complaints: Address customer concerns, identify solutions, and ensure problems are resolved promptly while maintaining a pleasant demeanor </li><li>Document Interactions: Record customer interactions, issues, and resolutions in the company’s CRM or database</li><li>Provide Product or Service Information: Assist customers with understanding products, services, and programs, guiding them to make informed decisions.</li><li>Process Orders and Transactions: Handle sales order, returns, exchanges, and refunds efficiently while maintaining attention to detail.</li><li>Follow Up with Customers: Ensure customer satisfaction by conducting follow-ups on complaints, concerns, or open issues.</li></ul>

Customer Service Representative Join a leading medical device company that is dedicated to improving patient outcomes through innovative healthcare solutions. Our team is committed to providing superior customer support while delivering high-quality products to healthcare providers and patients. Position Overview:We are seeking a detail-oriented and customer-focused Customer Service Representative for a contract-to-hire role. This is a hybrid position that offers the flexibility to work from home two days a week upon successful completion of training. The schedule is Monday-Friday from 10:30 AM to 7:00 PM, with a rotating Saturday shift every fourth week. This position is ideal for someone who thrives in a fast-paced environment and is passionate about delivering exceptional service in the medical device industry. Responsibilities:<ul><li>Act as the first point of contact for customers, addressing inquiries related to medical devices, including product information, order processing, shipping, and account management.</li><li>Respond to customer emails, phone calls, and online chat inquiries promptly and professionally.</li><li>Assist customers in troubleshooting and resolving issues with medical devices, escalating more complex problems to the appropriate departments when needed.</li><li>Process and track orders, ensuring accuracy and timely delivery to healthcare providers and patients.</li><li>Maintain up-to-date knowledge of the company’s product offerings, policies, and procedures to provide accurate information to customers.</li><li>Work collaboratively with internal teams such as sales, logistics, and quality assurance to resolve customer concerns and improve service delivery.</li><li>Document customer interactions and resolutions in the company’s database accurately and in a timely manner.</li><li>Contribute to team initiatives aimed at improving customer satisfaction and streamlining processes.</li></ul>

Customer Service Representative Job Overview:We are looking for a detail-oriented and resourceful Customer Service Representative with strong data entry and logistics coordination skills. In this role, you will be responsible for providing exceptional customer support while managing accurate data input and assisting with logistics-related tasks. The ideal candidate will be proactive, organized, and capable of multitasking in a fast-paced environment. Key Responsibilities: Customer Service:<ul><li>Respond promptly to customer inquiries via phone, email, and chat, providing accurate and helpful solutions.</li><li>Resolve customer complaints with empathy and professionalism, escalating issues when necessary.</li><li>Assist customers with placing orders, tracking shipments, and providing status updates.</li></ul>Data Entry:<ul><li>Input and maintain accurate and up-to-date customer and order information in company databases.</li><li>Verify the accuracy of data across systems while identifying and correcting discrepancies.</li><li>Organize and manage large volumes of data in customer relationship management (CRM) software.</li></ul>Logistics Coordination:<ul><li>Collaborate with the logistics team to track and update shipment statuses for customers.</li><li>Monitor delivery schedules and ensure timely communication with customers about delays or updates.</li><li>Support the coordination of warehouse operations, inventory tracking, and shipping processes.</li></ul>

Customer Service Representative Are you passionate about delivering excellent customer experiences? We’re offering an exciting opportunity for a Customer Service Representative in Kingston, New York. In this role, you’ll act as the first point of contact for customers, helping resolve inquiries, and ensuring exceptional service standards are met. This position is ideal for individuals who are detail-oriented, effective communicators, and thrive in fast-paced environments. Key Responsibilities:<ul><li>Customer Interaction: Respond to customer inquiries via phone, email, or chat, providing accurate information and resolutions promptly.</li><li>Issue Resolution: Handle complaints professionally by identifying problems and implementing solutions.</li><li>Order Processing: Assist customers in placing, tracking, and modifying orders while ensuring accuracy across systems.</li><li>Documentation: Maintain customer interaction records in company databases for reporting and quality assurance purposes.</li><li>Collaboration: Partner with internal teams to address customer needs and improve service processes.</li><li>Feedback Gathering: Gather and report customer feedback to support continuous improvement initiatives.</li><li>Product Expertise: Understand company products and services to deliver knowledgeable assistance.</li></ul>

Client Services Representative We are in search of a Client Services Representative to become a part of our client who is rapidly growing. The selected candidate will be based in Collierville, Tennessee, 38017, United States. The main focus of this role will be handling customer orders and inquiries, ensuring accurate record-keeping, and delivering an exceptional level of customer service. Responsibilities: • Efficiently enter all customer orders and maintain high service standards for both internal and external customers.• Actively monitor various communication channels to respond to customer inquiries promptly.• Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor.• Regularly update company-related software to ensure accurate information is available for executing delivery and pickup.• Uphold the company's core values and conduct all business operations in a highly ethical manner.• Maintain accurate customer credit records and process customer credit applications with precision.• Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels.• Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner.• Communicate intercompany charges and inform supervisor of any vendor or customer disputes.• Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements.• Perform other duties as assigned by the management.

Client Service Representative We are offering a permanent employment opportunity for a Client Service Representative in the banking industry, located in Belen, New Mexico. This position will be based on-site and will involve various responsibilities related to customer service and financial transactions. Responsibilities • Efficiently handle inbound customer calls and inquiries • Process checks and manage collection procedures • Handle consumer loans and credit-related tasks • Maintain and update customer records using banking software • Use Accounting Software Systems and Lawson ERP for data processing tasks • Operate LaserPro for certain banking procedures • Manage cash transactions, ensuring accuracy and quick calculations • Monitor customer accounts and take appropriate action when necessary.

Customer Service Representative Are you passionate about providing excellent customer service? Do you excel at problem-solving and enjoy interacting with people? A Rochester-based organization is seeking a Customer Service Representative to join their team. This is a fantastic opportunity to contribute to a collaborative, growing organization that values both customer and employee satisfaction. Key Responsibilities:<ul><li>Respond to customer inquiries via phone, email, and chat in a professional and timely manner.</li><li>Resolve customer issues by clarifying complaints, selecting the best solutions, and following up to ensure resolution.</li><li>Provide detailed product and service information to customers.</li><li>Accurately document interactions, resolutions, and ensure follow-up as needed using customer relationship management (CRM) tools.</li><li>Collaborate with other departments to address customer concerns and enhance satisfaction.</li><li>Meet or exceed individual and team performance metrics, including call quality, response time, and satisfaction scores.</li></ul>

Bilingual Customer Service Representative Position Overview:We are seeking a dedicated and customer-focused Bilingual Customer Service Representative fluent in both Spanish and English. This individual will serve as the primary point of contact for customers, addressing inquiries, resolving issues, and providing exceptional service in both languages. The ideal candidate will have strong communication skills, a passion for helping others, and the ability to work in a fast-paced environment. Key Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat in both Spanish and English.</li><li>Provide accurate information about products, services, and company policies.</li><li>Resolve customer concerns efficiently and courteously, ensuring customer satisfaction.</li><li>Maintain detailed and accurate records of customer interactions in the company’s database.</li><li>Collaborate with other team members to solve complex issues and escalate as needed.</li><li>Assist with translations or bilingual communication internally as necessary.</li><li>Uphold company standards for professionalism, empathy, and responsiveness in service delivery.</li></ul>

Customer Service Representative Robert Half has a fantastic career opportunity for a Customer Service Representative. Are you always outgoing and sociable? This could be a great position for you. Expect this role to exist within a dynamic and fast-paced working environment. This Customer Service Representative position is based in the Fairfax, Virginia region and is a short-term contract employment opportunity. Responsibilities: • Efficiently address and resolve customer inquiries • Conduct regular monitoring and maintenance of customer accounts • Process and verify customer credit applications with precision • Ensure customer records are accurate and up to date • Uphold high standards of customer service at all times• Utilize Microsoft Word, Excel, and Outlook for various tasks.• Handle both inbound and outbound customer calls.• Document all customer interactions and communications. • Perform data entry tasks related to customer service. Can start asap

Customer Service Representative Associate We are offering a contract employment opportunity for a Customer Service Representative Associate. The Customer Service Representative Associate role is crucial in our team, while working remotely. Responsibilities:· Provide support to the customer relations team. · Billing question resolutions· Assistance with account review· Assist with patient payments, financial assistance applications, and other customer service related inquiries.

Professional Development Representative We are offering a contract to hire employment opportunity in the Real Estate & Property industry for a Detail Oriented Development Representative in Madison, Wisconsin. This role involves a high degree of interaction with students and other employees within the organization, with a focus on customer service, and student onboarding. Responsibilities:• Engage in regular communication with new students, facilitating their onboarding process for various classes• Actively participate in customer service activities, including answering phones and responding to chat bot queries• Manage the registration process for events, ensuring a smooth and efficient experience for attendees• Leverage Microsoft Suites, Zoom, Word, and Excel to accomplish tasks and maintain organized records• Conduct proactive outreach to students, maintaining positive relationships and encouraging ongoing engagement• Collaborate closely with the course development team to ensure alignment and mutual support• Perform data entry and order entry tasks, maintaining accurate and up-to-date customer records• Monitor student progress throughout classes, providing necessary support and follow-ups• Schedule appointments as needed, demonstrating strong organizational skills• Participate in outbound marketing activities, contributing to the organization's overall marketing efforts.

Patient Service Representative Are you passionate about providing exceptional customer service and supporting patients with their healthcare needs? We're looking for dedicated individuals to join our client's team as Remote Patient Service Representatives. In this role, you'll be responsible for assisting patients, managing sensitive information, and ensuring the highest level of customer satisfaction while working from the comfort of your home. With a clear path to permanent placement based on performance and attendance, this is a fantastic opportunity to grow your career in healthcare support. If you're ready to make a difference, apply today! This role is only open to candidates who sit in Pacific (PST), Mountain (MST), and Central (CST) time zones. <ul><li>California and Illinois are excluded</li></ul>Responsibilities:<ul><li>Achieve performance goals in patient satisfaction, accuracy, quality, and attendance Adhere to department standards and daily adherence metrics</li><li>Provide exceptional customer service, demonstrating the client's commitment to quality care and concern for all internal and external customers</li><li>Manage multi-tasking tasks using dual monitors, including data entry and phone etiquette, while maintaining compliance with guidelines</li><li>Handle sensitive patient information and advocate for patient needs</li><li>Support other team members with paperwork and patient issue resolution</li><li>Identify financial, medical, and legal risks during customer interactions and follow proper procedures</li><li>Use internal systems to manage customer needs such as appointments, authorizations, claims, invoices, eligibility benefits, and appeals</li><li>Accurately document and translate oral information in accordance with company guidelines</li><li>Assist patients in selecting a PCP and provide general information about the medical group</li><li>Coordinate with clinicians and Telehealth Nurses, including arranging transportation, DME, and home health services</li><li>Update and process PCP changes in the system</li></ul>

Client Service Associate - San Ramon **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Our client is a well-established fiduciary investment advisory firm dedicated to providing personalized retirement planning and investment management services. With a focus on long-term strategies, they tailor financial solutions to meet each client’s unique needs while maintaining a strong commitment to acting in their best interests. Over the years, the firm has built lasting relationships through a client-first approach and continues to grow its presence in the industry. We are looking for a Client Services Representative to join their well-established RIA firm. Key Responsibilities:<ul><li>Prepare reports, memos, and correspondence using Word and Excel.</li><li>Track and manage client communications within the Client Relationship Management (CRM) system.</li><li>Review and prioritize incoming emails, voicemails, and correspondence to ensure timely responses.</li><li>Organize and maintain records, reports, and documents in the firm’s electronic document management system (Laserfiche).</li><li>Communicate directly with clients regarding account requests, document preparation, and information gathering.</li><li>Coordinate with custodians to process account forms, transfers, deposits, and withdrawals.</li><li>Ensure timely completion of client paperwork while adhering to deadlines and compliance requirements.</li><li>Assist with client meeting preparation and follow-up.</li><li>Maintain up-to-date client records and information within internal systems.</li><li>Provide general administrative and operational support to the team and a Partner.</li></ul>

Next Results Page

TalentMatch®

355 results for Chat Agent

TalentMatch^®