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RH
Robert Half
Customer Service Representative
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Job Description
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.
- 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.