12 results for Client Services Associate in Del Mar, CA

Client Operations Associate

Coronado, CA
onsite
Permanent
90000 - 120000 USD / Yearly
We are looking for a Client Operations Associate to support portfolio management activities and strengthen client relationships. This role requires a proactive individual with strong organizational skills to manage projects, oversee portfolio performance, and ensure seamless client communication. Based in Coronado, California, this position is ideal for someone with a passion for delivering exceptional service and driving operational excellence. Responsibilities: • Oversee portfolio performance and ensure alignment with client objectives. • Provide consistent and clear communication to clients regarding portfolio updates and project progress. • Manage project timelines, budgets, and deliverables within the Project Management Office framework. • Coordinate and oversee change requests to ensure timely and accurate implementation. • Collaborate with internal teams to optimize processes related to portfolio and collection management. • Maintain compliance with FINRA regulations and ensure adherence to all industry standards. • Identify and implement improvements to enhance operational efficiency and client satisfaction. • Monitor and report on portfolio metrics to provide actionable insights. • Support the development and execution of strategic initiatives to strengthen client relationships. • Resolve client issues promptly and effectively, ensuring a positive experience.
2026-01-29T00:00:00Z

Client Services Administrator

Carlsbad, CA
onsite
Temporary
24 - 28 USD / Hourly
A well-respected professional services firm is seeking a polished Client Services Administrator to support client onboarding, account maintenance, and internal coordination. This role blends administrative precision with high-touch customer interaction.🌟 Day-to-Day Impact<ul><li>Serve as the primary administrative liaison for new and existing clients</li><li>Coordinate document collection, account setup, and service requests</li><li>Maintain meticulous digital and physical client records</li><li>Track service timelines and proactively follow up on outstanding items</li><li>Prepare client correspondence, reports, and presentation materials</li><li>Support leadership with calendar management and meeting logistics</li><li>Identify opportunities to improve client service workflows</li></ul>
2026-02-19T00:00:00Z

Client Relations Representative

San Diego, CA
onsite
Temporary
25 - 30 USD / Hourly
A premier private wellness and concierge services organization in Rancho Santa Fe is seeking a warm, articulate, and highly organized Client Relations Representative. This role supports a discerning client base and requires exceptional communication skills, discretion, and emotional intelligence. This is not a high-volume call center role — it’s about meaningful, attentive service. Primary Responsibilities<ul><li>Manage incoming calls and personalized client requests</li><li>Coordinate appointments, service scheduling, and follow-ups</li><li>Maintain detailed and confidential client records</li><li>Communicate updates and confirmations with clarity and professionalism</li><li>Collaborate with internal teams to ensure seamless service delivery</li><li>Proactively address client concerns with empathy and efficiency</li><li>Assist with administrative support tasks and documentation</li></ul>
2026-02-18T00:00:00Z

Customer Service Agent

San Diego, CA
onsite
Temporary
19 - 22 USD / Hourly
Our client, a dedicated non-profit organization focused on community impact, is seeking a professional and personable Customer Service Agent to join their team. This role is ideal for someone who thrives on helping others and excels in a fast-paced, mission-driven environment. Key Responsibilities:<ul><li>Provide prompt, courteous assistance to clients, donors, and community members via phone, email, and in-person interactions.</li><li>Address inquiries about programs, services, and events, ensuring accurate information is provided at all times.</li><li>Resolve questions and concerns, escalating complex issues to appropriate team members as necessary.</li><li>Record all client interactions and important details accurately within the organization’s system.</li><li>Support administrative and outreach initiatives, including event registration and volunteer coordination.</li><li>Uphold the organization’s values and commitment to exceptional service in every interaction.</li></ul>
2026-02-13T00:00:00Z

Customer Support Specialist

Carlsbad, CA
onsite
Temporary
22 - 27 USD / Hourly
Robert Half is partnering with a fast-growing consumer products brand headquartered in Carlsbad to hire a personable, solution‑oriented Customer Support Specialist. You’ll be the voice of the brand across phone, email, chat, and order portals—solving problems, tracking orders, and turning first‑time buyers into repeat customers. This is an ideal role for someone who loves a mix of service, light order management, and cross‑department collaboration with sales, operations, and shipping. What You’ll Do<ul><li>Own daily customer communications via phone, email, and chat; triage inquiries and resolve issues quickly and professionally.</li><li>Manage order entry and edits, shipment tracking, RMAs, replacements, and warranty claims.</li><li>Research and resolve delivery delays, damaged shipments, and mis‑shipments; coordinate with 3PL/warehouse.</li><li>Maintain accurate case notes, update CRM records, and track trends to provide feedback to leadership.</li><li>Guide customers through product selection, promos, and basic troubleshooting; escalate technical issues as needed.</li><li>Collaborate with Sales Ops and Accounting on order holds, credits, tax, and payment discrepancies.</li><li>Prepare daily and weekly summaries on SLAs, ticket volumes, and top customer pain points.</li><li>Contribute to knowledge base articles and help streamline macros, templates, and SOPs.</li></ul>
2026-02-27T00:00:00Z

Senior Client Services Coordinator

Fallbrook, CA
onsite
Temporary
30 - 38 USD / Hourly
A respected professional services firm in San Diego is seeking a Senior Client Services Coordinator who thrives at the intersection of client experience, operational precision, and executive support. This is a high-visibility role supporting key accounts and leadership while ensuring white-glove service delivery. This position is ideal for someone who has outgrown traditional administrative work and is ready to own client workflows end-to-end. What You’ll Drive<ul><li>Serve as primary administrative liaison for high-value client accounts</li><li>Coordinate complex scheduling, deliverables, and client communications</li><li>Monitor service timelines and proactively resolve bottlenecks</li><li>Prepare client-facing reports, presentations, and correspondence</li><li>Maintain CRM data integrity and account documentation</li><li>Partner cross-functionally with finance, operations, and leadership</li><li>Track KPIs and generate service performance reports</li><li>Support process improvement initiatives across the client lifecycle</li></ul>
2026-02-21T00:00:00Z

Customer Experience Representative

Solana Beach, CA
onsite
Temporary
24 - 30 USD / Hourly
A high-end home and lifestyle brand in Solana Beach is seeking a polished and proactive Customer Experience Specialist to serve as the primary connection between clients and the brand. This role is ideal for someone who understands that customer service is not just about answering questions — it’s about creating trust, clarity, and lasting impressions.You’ll work in a refined, design-driven environment where attention to detail and elevated communication matter. What You’ll Own<ul><li>Serve as the first point of contact for client inquiries via phone, email, and online platforms</li><li>Provide detailed product knowledge and order support</li><li>Coordinate order updates, delivery timelines, and special requests</li><li>Troubleshoot concerns with professionalism and solution-oriented thinking</li><li>Maintain accurate customer records in CRM systems</li><li>Assist with client follow-ups and relationship building initiatives</li><li>Support internal teams with order tracking and documentation</li><li>Ensure white-glove service standards are consistently upheld</li></ul>
2026-02-18T00:00:00Z

Customer Support Representative

San Diego, CA
onsite
Temporary
20 - 20 USD / Hourly
About the Company Robert Half is partnering with a growing and dynamic organization seeking a detail-oriented and customer-focused Customer Support Specialist to join their team. This role is ideal for a service-driven professional who enjoys problem-solving, building relationships, and delivering high-quality support in a fast-paced environment. Position OverviewThe Customer Support Specialist will serve as a key point of contact for clients and internal stakeholders, ensuring inquiries are resolved efficiently and professionally. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities while maintaining a positive customer experience.Key Responsibilities<ul><li>Respond to inbound customer inquiries via phone, email, and online platforms</li><li>Provide accurate information regarding products, services, policies, and account details</li><li>Troubleshoot and resolve customer concerns in a timely manner</li><li>Process orders, account updates, service requests, and documentation accurately</li><li>Maintain detailed records of customer interactions within CRM systems</li><li>Collaborate cross-functionally with operations, billing, and leadership teams</li><li>Monitor and follow up on open cases to ensure full resolution</li><li>Meet performance metrics related to response time, accuracy, and customer satisfaction</li></ul>
2026-02-27T00:00:00Z

Customer Success Manager

El Cajon, CA
onsite
Temporary
33 - 35 USD / Hourly
Our client, a well-established nonprofit organization, is seeking a dedicated Customer Success Manager to ensure an exceptional experience for their stakeholders and supporters. This role is integral to building strong relationships, maximizing engagement, and fostering long-term connections in support of the organization’s mission. Key Responsibilities:<ul><li>Serve as the primary point of contact for donors, members, and partners, ensuring their needs are met in a timely and professional manner.</li><li>Develop programs and strategies to onboard, retain, and engage stakeholders.</li><li>Monitor stakeholder satisfaction and proactively address any concerns or issues.</li><li>Collaborate across departments to enhance service delivery and stakeholder experiences.</li><li>Prepare and analyze reports related to stakeholder engagement and satisfaction.</li><li>Assist in the development and implementation of process improvements to optimize supporter journeys.</li><li>Represent the organization at events and develop community partnerships as needed.</li></ul>
2026-02-18T00:00:00Z

Customer Success Manager

San Diego, CA
onsite
Temporary
30 - 34 USD / Hourly
Join our team as a Customer Success Manager and play a pivotal role in fostering long-term client relationships. In this role, you will ensure our customers derive maximum value from our services and support their ongoing business growth. Key Responsibilities:<ul><li>Serve as the primary point of contact for assigned clients, promoting effective onboarding, engagement, and satisfaction.</li><li>Proactively identify customers’ needs and partner with internal teams to resolve issues and exceed expectations.</li><li>Monitor client usage data to recommend service improvements, training, or product enhancements.</li><li>Develop strong, trust-based relationships with key stakeholders and provide strategic guidance to aid customers’ success.</li><li>Conduct regular account reviews and business meetings to track progress on client goals and measure satisfaction.</li><li>Address escalated issues, manage renewals, and promote additional offerings when appropriate.</li></ul>
2026-02-18T00:00:00Z

Patient Services Representative - Healthcare

Escondido, CA
onsite
Temporary
21 - 26 USD / Hourly
Robert Half is hiring a compassionate, detail‑accurate Patient Services Representative for a well‑regarded multi‑site healthcare group serving Encinitas and Escondido. You’ll deliver top‑tier front‑desk service—greeting patients, verifying insurance, scheduling, and ensuring a smooth visit from check‑in to check‑out. If you enjoy helping people and keeping a medical office humming, this is a great fit. What You’ll Do<ul><li>Provide warm, professional front desk reception; verify IDs, insurance, and demographics.</li><li>Manage multi‑provider scheduling, referrals, prior auth coordination, and wait‑list optimization.</li><li>Handle check‑in/check‑out, copay collection, charges, and basic patient account questions.</li><li>Update EMR records, scan documents, and maintain HIPAA‑compliant files.</li><li>Coordinate with clinical teams to prioritize urgent adds, procedure prep, and follow‑ups.</li><li>Educate patients on portal use, pre‑visit instructions, and post‑care steps.</li><li>Resolve issues with empathy; escalate billing or clinical questions to the right team quickly.</li><li>Support daily close: batch reconciliation, end‑of‑day reports, and next‑day schedule accuracy.</li></ul>
2026-02-27T00:00:00Z

Bilingual Spanish Customer Service Representative

San Diego, CA
onsite
Temporary
20 - 20 USD / Hourly
About the Company Robert Half is partnering with a growing organization seeking a customer-focused and bilingual Spanish-English Customer Service Representative to join their team. This is an excellent opportunity for a motivated professional who enjoys helping others, resolving inquiries, and working in a collaborative, fast-paced environment. Position OverviewThe Bilingual Customer Service Representative will serve as the primary point of contact for Spanish- and English-speaking customers. This individual will handle inbound and outbound communication, provide accurate information, resolve issues efficiently, and ensure a positive customer experience.Key Responsibilities<ul><li>Respond to inbound calls, emails, and inquiries in both Spanish and English</li><li>Provide clear and accurate information regarding products, services, and policies</li><li>Resolve customer concerns professionally and escalate complex issues when necessary</li><li>Process orders, updates, payments, or service requests accurately</li><li>Document customer interactions in CRM or internal systems</li><li>Maintain strong knowledge of company products and services</li><li>Collaborate with internal departments to ensure timely resolution of customer needs</li><li>Meet performance metrics related to response time, quality, and customer satisfaction</li></ul>
2026-02-27T00:00:00Z