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Customer Exchange Representative

Robert Half Finance & Accounting | Brick, United States | Posted May 26, 2026

Position Overview

Description
Benefits:

+ medical

+ dental

+ vision

+ 401k

+ paid time off

+ paid holidays

Responsibilities:

+ Coordinate all phases of complex financial transactions from initiation through completion

+ Serve as the primary point of contact for clients, ensuring a high level of service and responsiveness throughout the process

+ Manage client accounts, including tracking timelines, overseeing fund transfers, and coordinating with third parties

+ Maintain accurate records and ensure all activities meet compliance and regulatory requirements


Requirements
The ideal candidate will have customer service experience.

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, t...

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