324 Results for Customer Service Coordinator Jobs

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Service Coordinator

San Diego, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
Our client is seeking a detail-oriented and customer-focused Service Coordinator to support daily operations and ensure timely coordination of service requests, scheduling, and communication between clients, vendors, and internal teams. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and can manage multiple priorities while delivering excellent service. The ideal candidate is organized, proactive, and able to maintain strong communication across all parties to help drive operational efficiency and customer satisfaction. Key Responsibilities:<ul><li>Coordinate and schedule service appointments, work orders, and technician assignments</li><li>Serve as a primary point of contact for clients, tenants, vendors, or internal teams regarding service-related requests</li><li>Monitor service timelines and follow up to ensure timely completion of work</li><li>Maintain accurate records of service calls, work orders, invoices, and related documentation</li><li>Communicate updates, delays, and resolutions clearly and professionally</li><li>Assist with billing support, data entry, and reporting as needed</li><li>Help prioritize urgent requests and escalate issues when appropriate</li><li>Support process improvements to enhance service delivery and office efficiency</li></ul>
2026-11-04T00:00:00Z

Service Coordinator

San Diego, CA
onsite
Temporary / Contract
30 - 33 USD / Hourly
Our client is seeking a detail-oriented and customer-focused Service Coordinator to support daily service operations and ensure a high level of client satisfaction. This role is ideal for someone who thrives in a fast-paced environment, enjoys coordinating schedules and resources, and can effectively communicate with customers, technicians, and internal teams. The Service Coordinator will be responsible for managing service requests, scheduling appointments, tracking work orders, and serving as a key point of contact throughout the service process. The ideal candidate is organized, proactive, and committed to delivering excellent support. Key Responsibilities:<ul><li>Coordinate and schedule service appointments, work orders, and technician assignments</li><li>Serve as a primary point of contact for customers regarding service requests and updates</li><li>Monitor service timelines and ensure timely follow-up on open issues</li><li>Maintain accurate records of service activities, customer communications, and scheduling details</li><li>Communicate with internal teams and external clients to ensure smooth service delivery</li><li>Assist with preparing reports, documentation, and service-related correspondence</li><li>Resolve scheduling conflicts and escalate issues as needed</li><li>Support process improvements to enhance efficiency and customer experience</li></ul>
2026-11-04T00:00:00Z

Customer Service Rep.

Salisbury, MA
onsite
Temporary to Hire
21.85 - 25.3 USD / Hourly
We are looking for a customer-focused individual to join our team as a Customer Service Rep. This contract opportunity with potential for a long-term role is ideal for someone who enjoys coordinating service activity, supporting customers by phone, and keeping administrative processes organized. The right candidate will play an important part in ensuring service requests, job records, billing details, and vendor communication are handled accurately and efficiently. Responsibilities: • Coordinate appointment calendars for sales meetings, service visits, and installation work to keep operations running smoothly. • Provide responsive support to customers by handling inbound inquiries courteously and helping resolve routine service-related concerns. • Assign and communicate daily work orders to field technicians, ensuring schedules and service needs are clearly understood. • Process vendor orders as requested and follow up to help maintain timely delivery of needed materials or services. • Organize and maintain digital and physical records so job documentation, correspondence, and reference materials remain easy to access. • Enter job-related information into internal records and keep costing details current to support accurate project tracking. • Contact customers regarding outstanding balances and assist with accounts receivable collection efforts in a courteous manner. • Prepare and issue invoices for completed installation projects and service calls while updating billing information as needed. • Open new job files, maintain the active job log, and revise records to reflect approved changes or updated project details. • Support written communication with customers and vendors by drafting correspondence and assisting leadership with administrative follow-up.
2026-11-09T00:00:00Z

Call Center/Customer Service Representative

Irwin, PA
onsite
Temporary / Contract
16 - 18 USD / Hourly
Our client is looking for a Call Center Representative to join their Support & Services team. This is a contract-to-hire opportunity offering $16-18/hour (DOE) with strong potential for long-term career growth and advancement throughout the organization. Pay: $16.00-$18.00/hourPosition Type: Contract-to-hire with long-term growth potentialCareer Growth: Strong opportunities for advancement both within the call center and in other areas of the organizationSchedule: Monday-Friday, 8:00 AM-4:00 PM, 37.5-hour work week with unpaid 30-minute lunch plus two paid 10-minute breaks dailyWork Site Requirements: Full onsite training Monday-Friday for approximately 3 months. After successful completion of training, employees can transition to a hybrid schedule with 2 days onsite and 3 days remote each week Responsibilities:<ul><li>Serve as the primary point of contact for taxpayers and business owners, providing exceptional customer service over the phone</li><li>Handle inbound calls related to account inquiries, tax collections, and general compliance questions</li><li>Respond to customer inquiries received through email and other digital channels</li><li>Conduct outbound follow-up calls for account verification and customer support</li><li>Accurately document customer interactions and update account information within internal systems</li><li>Learn and follow department procedures, security protocols, and compliance requirements</li><li>Stay informed on process updates and participate in ongoing training programs</li><li>Meet individual and team performance goals in a fast-paced call center environment</li></ul>
2026-11-03T00:00:00Z

Customer Service

Holland, OH
onsite
Temporary / Contract
18 - 20 USD / Hourly
We are seeking a professional and customer-focused Customer Service Representative to join our team. This role is responsible for providing exceptional support to customers by answering inquiries, resolving issues, processing requests, and ensuring a positive customer experience. The ideal candidate is an excellent communicator, detail-oriented, and skilled at managing multiple priorities in a fast-paced environment.
2026-10-26T00:00:00Z

Customer Service

Plano, TX
onsite
Temporary to Hire
30.4 - 35.2 USD / Hourly
We are looking for a customer-focused Logistics Coordinator to join our team in Parsippany, New Jersey. This contract opportunity with potential for a permanent position is ideal for someone who can balance responsive service with strong execution across transportation, distribution, and shipment support. The person in this role will help keep orders moving efficiently while working closely with internal teams, carriers, and customers to maintain smooth logistics operations. Responsibilities: • Manage day-to-day shipment activity by organizing transportation, tracking order movement, and helping ensure timely delivery. • Serve as a primary point of contact for customer service inquiries related to shipping status, delivery updates, and logistics support. • Coordinate distribution activities with carriers, warehouses, and internal partners to keep materials and products flowing accurately. • Prepare and review shipping documentation to support compliant and efficient domestic or international movement of goods. • Assist with customs-related coordination by gathering required paperwork and helping address shipment exceptions when needed. • Monitor logistics performance, identify service issues, and take action to resolve delays, discrepancies, or delivery concerns. • Maintain accurate shipment records, order details, and communication logs within company systems. • Support ongoing shipping functions by collaborating across departments to improve consistency, responsiveness, and overall service quality.
2026-11-06T00:00:00Z

Sales Support Coordinator

Wilmington Nt, DE
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We have partnered with a thriving, manufacturer on their search for an organized Sales Support Coordinator with proven expertise providing price quotes and completing order fulfillment. As the Sales Support Coordinator, you will handle tasks such as: preparing reports, assisting the sales team on leads, researching product pricing, handling administrative duties, preparing sales presentations/proposals/contracts, coordinating the ordering process workflow, and manage the communication channels between internal departments. The ideal candidate for this role should have an intense passion for client satisfaction, advanced multi-tasking capabilities, superb customer service skills and a strong drive for problem-solving. What you get to do everyday· Provide administrative support to sales team· Fulfill customer inquiries· Serve as liaison between sales team, clients, and internal departments· Manage and update customer accounts and CRM systems· Resolve pricing issues/errors· Build strong customer relationships· Review and analyze customer feedback· Track sales leads, monitor progress, and ensure follow-up· Provide customer quotes and pricing· Troubleshoot data performance inquiries
2026-11-06T00:00:00Z

Sales Support Coordinator

Derry, NH
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Sales Support Coordinator to join our team and help keep daily sales activities running smoothly. This opportunity is well suited for someone early in their career who enjoys organization, customer interaction, and learning how a growing technology business operates. In this role, you will support both the sales team and existing customers by coordinating orders, answering questions, and helping create a reliable, positive service experience. Responsibilities: • Coordinate routine sales support activities, including creating customer quotes, entering orders, and monitoring shipment progress • Review order details for accuracy and follow each transaction through completion to help ensure timely service • Respond to customer inquiries by providing order updates, account assistance, and general support with careful attention to detail • Strengthen customer relationships through attentive communication and consistent follow-through • Develop working knowledge of the company’s products and services to better assist customers and internal teams • Partner with sales, operations, and other departments to resolve issues and keep orders on schedule • Maintain clear, organized records related to customer accounts, transactions, and supporting documentation
2026-10-29T00:00:00Z

Customer Support Specialist

Blaine, MN
onsite
Permanent / Full Time
50000 - 60000 USD / Yearly
We are looking for a Customer Support Specialist to support customer-facing order operations for our manufacturing team. This position plays a central role in processing orders accurately, coordinating with internal departments, and keeping customers informed throughout the fulfillment cycle. The ideal candidate brings strong organizational skills, sound judgment, and the ability to resolve issues quickly in a fast-paced environment. Responsibilities:• Oversee the full order lifecycle, from initial entry and validation through shipment follow-up and final invoicing.• Maintain accurate order, customer, and transaction records within ERP and related business systems to support smooth daily operations.• Keep customers informed of order progress, schedule changes, and service issues with timely and clear communication.• Partner with production, planning, quality, warehouse, and shipping teams to align order fulfillment with customer expectations.• Process returns, replacements, and order adjustments while ensuring all updates are documented correctly.• Investigate delays, discrepancies, and delivery concerns, taking appropriate action to resolve issues or elevate them when needed.• Provide administrative support to sales activities by updating account details and assisting with order-related requests.• Record customer feedback and recurring service concerns to help improve processes and overall service performance.
2026-11-05T00:00:00Z

Customer Support Specialist

Bethesda, MD
onsite
Temporary / Contract
22 - 26 USD / Hourly
We are seeking a Customer Support Specialist to provide exceptional service to customers by answering inquiries, resolving issues, and ensuring a positive customer experience. This role delivers responsive customer service while resolving inquiries and documenting interactions accurately. Responsibilities:• Respond to customer inquiries via phone, email, and chat• Resolve issues and document outcomes in CRM systems• Escalate complex issues to internal teams• Identify service trends and improvement opportunities
2026-10-26T00:00:00Z

Customer Success Specialist

Rayville, LA
onsite
Temporary to Hire
17 - 20 USD / Hourly
We are looking for a detail-oriented Customer Success Specialist to support commercial lending operations in Rayville, Louisiana. This contract opportunity with permanent potential is ideal for someone who can manage documentation with precision, coordinate effectively across teams, and help ensure commercial loan files are complete, compliant, and ready for closing. The person in this role will contribute to accurate loan package preparation, documentation review, and due diligence activities tied to commercial and real estate lending. Responsibilities:• Prepare commercial loan and collateral documentation for a variety of lending transactions while maintaining alignment with bank standards and applicable legal requirements.• Review participation loan files for both purchased and sold transactions to confirm completeness, accuracy, and proper execution.• Examine existing loan and collateral records during renewals or new originations to identify and resolve documentation issues tied to previously pledged assets.• Coordinate with attorneys and other external partners when legal support is needed to move commercial loan closings forward.• Gather and evaluate pre-closing materials such as approval records, borrower organizational documents, lien search results, title work, insurance coverage, flood compliance items, environmental reports, and appraisal documentation.• Verify that borrower authority, collateral protection, lien position, and underwriting support meet internal policy expectations before closing.• Support secondary quality reviews of loan packages to reduce documentation errors and strengthen file accuracy prior to finalization.• Work closely with lending and documentation staff to assist with due diligence efforts and the preparation of complete commercial loan files.
2026-11-06T00:00:00Z

Customer Success Specialist

Wilmington, DE
onsite
Temporary to Hire
19 - 19 USD / Hourly
We are looking for a Customer Success Specialist/Claims Processor to support individuals with questions related to unclaimed property claims. This contract opportunity with permanent potential is ideal for someone who is comfortable managing a high volume of inbound calls, guiding customers through claim-related questions, and completing accurate follow-up work in a fast-paced environment. The person in this role will combine strong service skills with careful documentation and sound judgment to help ensure each claim is handled thoroughly and professionally. Responsibilities:• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.• Enter, review, and validate claim data according to established procedures and quality expectations.• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.• Support additional administrative assignments and special projects as business needs require.
2026-10-23T00:00:00Z

Customer Success Specialist

Metairie, LA
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for a Customer Success Specialist to join our team in Metairie, Louisiana in a contract-to-permanent capacity. This opportunity is ideal for someone who excels at supporting clients, managing high-value banking transactions, and coordinating complex loan-related activities with accuracy and professionalism. The role combines customer service, documentation oversight, and cross-functional partnership to help ensure a smooth client experience while maintaining operational and regulatory standards. Responsibilities: • Guide customers and internal partners through complex loan closing activities, ensuring each transaction progresses accurately and on schedule. • Review credit documents, commitment terms, legal paperwork, and supporting records to confirm alignment with approved structures and required conditions. • Create and validate detailed loan documentation packages for multifaceted commercial transactions involving multiple entities, facilities, and collateral types. • Coordinate due diligence items such as insurance, title materials, entity documents, appraisals, public records, and other third-party requirements needed for closing. • Manage funding logistics, settlement details, disbursements, and post-closing follow-up to support complete and accurate transaction processing. • Act as a key resource for questions related to documentation, collateral perfection, compliance expectations, and exception resolution. • Conduct secondary quality checks on closing files prepared by team members and provide clear feedback to strengthen accuracy and consistency. • Track outstanding exceptions and collaborate with servicing, collateral, and production teams to resolve issues with urgency. • Support team effectiveness by sharing knowledge, assisting with training, and contributing to procedural updates, reference tools, and process improvements. • Participate in audits, testing, compliance activities, and operational enhancement efforts, including support for system-related updates when needed.
2026-10-30T00:00:00Z

Customer Success Specialist

Draper, UT
onsite
Temporary / Contract
20 - 20 USD / Hourly
We are looking for a Customer Success Specialist to support clients from our Draper, Utah location in a fast-paced Contract role. This position focuses on delivering responsive service, resolving customer concerns efficiently, and creating positive experiences across phone and email channels. The ideal candidate is comfortable managing several browser-based tools at once while helping customers troubleshoot service-related issues with professionalism and care. Responsibilities: • Respond to customer inquiries through inbound calls and email while providing timely, solution-focused support. • Guide customers through account or service concerns and deliver clear updates to ensure a positive overall experience. • Investigate connectivity-related problems and help users resolve issues by walking them through practical troubleshooting steps. • Navigate multiple browser windows and internal systems efficiently to document interactions and access the information needed to assist customers. • Maintain accurate records of customer communications, follow-up actions, and case details within support platforms. • Work collaboratively with internal teams when issues require additional review or escalation to achieve prompt resolution. • Promote strong customer relationships by communicating clearly, setting expectations, and following through on commitments.
2026-11-09T00:00:00Z

Customer Success Specialist

Muskegon, MI
onsite
Temporary / Contract
19.95 - 21 USD / Hourly
We are looking for a Customer Success Specialist in the Muskegon, MI area to support residents, contractors, and community partners with permit-related services. This Contract position is ideal for someone who enjoys delivering responsive customer service, managing detailed administrative processes, and keeping multiple requests moving efficiently. The person in this role will help guide customers through the permit lifecycle while maintaining accurate records and collaborating with internal technical staff to ensure dependable service. Possible contract to hire, 30 days minimum on contract, 100% onsite, Monday-Thursday, 7:30am-5:30pm, Fridays off. Start as soon as next day! Responsibilities:• Assist customers by phone, email, and in person with questions related to permits, application status, and building department services.• Receive permit applications, review submitted information for completeness, and move requests through each stage of the approval and closeout process.• Maintain organized records for permit files, correspondence, inspection documents, plans, drawings, and other departmental materials.• Coordinate with inspectors and plan review personnel to support consistent workflows and timely communication across the permitting process.• Monitor open permits and follow up on outstanding items to help keep applications, reviews, inspections, and final closures on schedule.• Provide attentive support to contractors, government representatives, and members of the public while resolving service issues with sound judgment.• Use office software and permitting systems to enter, update, track, and retrieve information accurately.• Contribute to process consistency by helping document and uphold standard administrative practices within the building department.
2026-11-09T00:00:00Z

Customer Success Specialist

North Aurora, IL
onsite
Temporary to Hire
23.75 - 25 USD / Hourly
We are looking for a Customer Success Specialist to join a manufacturing organization in North Aurora, Illinois on a contract-to-permanent basis. This role is ideal for someone who combines strong customer service instincts with a detail-oriented approach to order accuracy, cross-functional coordination, and issue resolution. You will serve as a key link between customers and internal teams, helping ensure orders move efficiently from intake through completion while supporting a high standard of service and compliance. Responsibilities: • Evaluate incoming customer orders to confirm accuracy, completeness, and alignment with required product specifications before processing. • Partner with engineering teams to clarify configurations, confirm build viability, and resolve technical questions tied to customer requests. • Manage special-order activity by directing requests through the appropriate review channels and following up to keep timelines on track. • Administer change documentation, maintain accurate records, and coordinate approvals across relevant departments. • Assist with customer portal activity and internal order workflows by investigating transmission errors, connectivity concerns, and related system issues. • Provide timely updates to stakeholders regarding order status, processing developments, and resolution of service-related problems. • Track daily performance indicators, prepare operational reporting, and contribute ideas that improve workflow efficiency and service quality. • Support onboarding and team development by sharing best practices in order entry and maintaining current process documentation. • Conduct restricted party screening to help uphold trade compliance requirements and internal policy standards.
2026-11-06T00:00:00Z

Customer Success Specialist

Oak Ridge, TN
onsite
Temporary / Contract
25 - 27.5 USD / Hourly
We are looking for a Customer Success Specialist to join a contract assignment in Tennessee. This position supports customer service operations by strengthening team processes, guiding new hires, and promoting consistent service delivery. The ideal candidate brings hands-on customer support experience, communicates clearly, and can quickly become a trusted resource on internal tools and workflow standards. Responsibilities:• Create and refine operating procedures that give the customer support team clear, repeatable guidance for daily work.• Lead onboarding and practical instruction for new team members, covering service expectations, policies, workflows, and support tools.• Build familiarity with internal platforms and act as a go-to resource for teammates who need help navigating systems or resolving process questions.• Provide coaching and hands-on training that improves employee confidence, accuracy, and productivity in customer-facing tasks.• Support the growth of the support function by contributing to team development, process standardization, and efficient onboarding practices.• Review support activity to help maintain strong service quality, dependable responses, and consistent execution across the team.• Step in on more complex customer concerns, investigate issues thoroughly, and deliver timely, effective resolutions.• Evaluate current workflows to uncover inefficiencies and recommend practical improvements that strengthen customer satisfaction and operational effectiveness.• Work closely with leadership to roll out service policies, training approaches, and support strategies aligned with business goals. For Immediate consideration please call Lauren Bond 865-370-2212
2026-11-09T00:00:00Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
19 - 24 USD / Hourly
We are looking for a Client Services Specialist to support event-related client interactions and deliver a high standard of service for attendees, exhibitors, and internal teams. This is a Contract position with an initial 12-week assignment and potential for longer-term opportunity. The person in this role will help ensure event information is accurate, customer questions are resolved efficiently, and service processes are continuously improved to create a strong overall experience. Responsibilities:• Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and taking ownership of each issue through resolution.• Review event websites and online information regularly to confirm content accuracy, usability, and consistency for both internal and external users.• Investigate service-related concerns, identify root causes, and apply practical solutions that improve customer outcomes.• Work closely with internal departments and external partners to recommend and implement enhancements to service delivery and communication methods.• Process and update registrations across various event systems with a high level of accuracy and attention to detail.• Track exhibitor timelines, requests, and key communications to keep event stakeholders informed and organized.• Coordinate with operations partners to prepare pricing materials and support the development of event-related pricing structures.• Create and maintain exhibitor service documentation, including vendor details, operational guidelines, and booth compliance information.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution and client service needs.
2026-10-26T00:00:00Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
24 - 28 USD / Hourly
We are looking for a Client Services Specialist to support event participants, exhibitors, and internal teams by delivering responsive, high-quality service throughout the event lifecycle. This is a Contract position based in Irving, Texas offering an initial 12-week assignment with potential for longer-term opportunity. The person in this role will help ensure registration, exhibitor services, and event communications run smoothly while contributing ideas that strengthen the overall customer experience. Responsibilities:• Serve as a primary point of contact for attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion.• Review event-related web pages and online resources to confirm content is accurate, functional, and easy for users to navigate.• Resolve customer concerns by assessing problems carefully, identifying practical solutions, and communicating next steps clearly.• Work closely with internal departments and external partners to improve service delivery and introduce more effective support processes.• Manage registration activity across multiple platforms, entering and updating information with strong attention to accuracy.• Track exhibitor timelines, requests, and communications to keep key stakeholders informed and aligned.• Coordinate with operations partners to prepare pricing materials and support the development of competitive service offerings.• Create and maintain exhibitor service documentation for assigned events, including vendor details, service information, and booth participation guidelines.• Attend conferences, trade shows, vendor meetings, or client locations as needed to support event execution.• Take on additional assignments that support team objectives and evolving business needs.
2026-10-26T00:00:00Z

Client Services Specialist

Irving, TX
onsite
Temporary / Contract
22.8 - 23 USD / Hourly
We are looking for a Client Services Specialist to support event operations and deliver a high-quality experience for attendees, exhibitors, and internal teams in Irving, Texas. This is a Contract position with an initial 12-week term and the potential to transition into a longer-term opportunity. The person in this role will serve as a key point of contact, helping coordinate event-related services, resolve questions efficiently, and improve communication across multiple programs and live events. Responsibilities: • Manage incoming questions from attendees, exhibitors, and staff, providing timely follow-up and driving issues through to completion. • Review event-related web content regularly to confirm information is accurate, easy to navigate, and aligned with program needs. • Troubleshoot registration and service-related concerns by identifying root causes and applying practical solutions. • Work closely with internal departments and external partners to introduce service improvements that strengthen the overall event experience. • Process and update registrations across multiple platforms with a high level of accuracy and attention to detail. • Track exhibitor timelines, service needs, and communications to keep deliverables organized and stakeholders informed. • Coordinate with operations teams to prepare exhibitor pricing materials and support rate structure planning. • Create and maintain exhibitor service documentation, including vendor details, service options, and booth compliance guidelines for assigned events. • Travel as needed to conferences, trade shows, client locations, and vendor meetings to support event execution. • Contribute to additional event and client service activities as business needs evolve.
2026-10-26T00:00:00Z

Customer Assurance Representative

Lebanon, TN
onsite
Temporary / Contract
19.95 - 23.1 USD / Hourly
We are looking for a Customer Assurance Representative to support service-related customer interactions in Lebanon, Tennessee. This Long-term Contract position is ideal for someone who communicates clearly, stays organized in a fast-paced environment, and can help coordinate between customers and service teams. The person in this role will manage incoming inquiries, provide timely updates, and contribute to a positive customer experience through consistent follow-through. Responsibilities: • Respond to inbound customer calls and messages with professionalism, accuracy, and a strong focus on service • Assist with scheduling, coordination, and follow-up activities that support field service or technician-related work • Provide customers with clear updates regarding service status, next steps, and expected timelines • Document customer interactions, service details, and resolutions in internal systems with close attention to accuracy • Work closely with service technicians and internal teams to help resolve issues efficiently • Escalate service concerns when needed to ensure timely handling and customer satisfaction • Track open requests and maintain consistent communication until each issue is properly addressed • Support operational processes that improve service delivery and strengthen the overall customer experience
2026-11-09T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-11-06T00:00:00Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-11-06T00:00:00Z

Customer Success Associate

Tarrytown, NY
onsite
Temporary to Hire
22 - 25 USD / Hourly
We are seeking a customer-focused professional to support client relationships and deliver an exceptional customer experience via a contract-to-hire position. This role will serve as a key point of contact for customers, helping to ensure a smooth onboarding process, ongoing engagement, and long-term satisfaction. Responsibilities:<ul><li>Build and maintain strong relationships with clients and serve as a trusted resource.</li><li>Support customer onboarding, training coordination, and account management activities.</li><li>Respond to customer inquiries and collaborate with internal teams to resolve issues.</li><li>Monitor customer satisfaction and identify opportunities to strengthen client engagement.</li><li>Maintain accurate customer information and activity within CRM systems.</li><li>Partner with cross-functional teams to support retention and growth initiatives.</li></ul>
2026-11-09T00:00:00Z

Customer Service & Order Processing Representative

Iselin, NJ
onsite
Temporary to Hire
21.85 - 25.3 USD / Hourly
We are looking for a detail-oriented Customer Service & Order Processing Representative to support daily order management and customer coordination for a manufacturing organization in Iselin, New Jersey. This contract opportunity with potential for a permanent role is ideal for someone who thrives in a fast-paced operations environment and can balance customer communication, order accuracy, and shipment follow-through. The person in this role will work closely with sales, warehouse, and logistics partners to help ensure orders move efficiently from entry through delivery. Responsibilities:• Enter and maintain customer orders accurately in the company system, ensuring all details are complete and up to date.• Arrange transportation and determine appropriate shipping methods to support timely order fulfillment.• Partner with warehouse personnel and customers to coordinate shipment schedules, delivery updates, and order status communication.• Investigate freight damage issues and submit claims documentation when products are affected during transit.• Provide day-to-day support to the sales team and customers by answering questions, resolving order-related concerns, and following up on open items.• Handle administrative support tasks that contribute to smooth office and operations workflow.• Monitor multiple active orders at once while maintaining strong attention to detail and meeting deadlin
2026-11-04T00:00:00Z

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324 results for Customer Service Coordinator jobs