We are in search of a Client Services Representative to join our team in the Credit Union industry, based in Concord, California. This position offers a contract to permanent employment opportunity. As a Client Services Representative, your primary role will be to process member transactions, maintain accurate member records, and handle member inquiries. You will also monitor member accounts and take appropriate actions when necessary.

Responsibilities:
• Accurately processing member transactions
• Maintaining precise records of member transactions
• Addressing and resolving member inquiries in a timely manner
• Monitoring member accounts and executing necessary actions
• Assisting with new account setups
• Responsible for cash management activities
• Handling wire transfer operations
• Ensuring all member information is kept confidential and secure.

• Open to entry-level candidates with 0+ years of experience
• Proficient in handling new accounts
• Strong capabilities in cash management
• Familiarity or ability to quickly learn about wire transfers
• No specific skill is required, but a willingness to learn is a must
• Previous experience in a credit union or similar financial institution is a plus, but not required
• High school diploma or equivalent, higher education is a bonus
• Excellent communication and customer service skills
• Ability to work in a team and collaborate effectively
• Strong problem-solving skills and attention to detail
• Ability to handle confidential information with discretion
• Must be comfortable working in a fast-paced environment
• Availability to work flexible hours, including weekends and holidays if required.

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.