<p>We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements.</p><p><br></p><p>Responsibilities:</p><p>• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.</p><p>• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.</p><p>• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.</p><p>• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.</p><p>• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.</p><p>• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.</p><p>• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.</p><p>• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health</p>
We are looking for a Customer Success Specialist to support customers in a fast-paced remote service environment. This long-term contract opportunity is ideal for someone who communicates clearly, stays calm under pressure, and enjoys helping people resolve questions efficiently. The right candidate is comfortable using digital tools, managing a high volume of interactions, and delivering thoughtful, solution-oriented support with empathy.<br><br>Responsibilities:<br>• Handle a large number of customer inquiries by phone and other communication channels while maintaining a helpful and detail-oriented approach<br>• Provide responsive support to customers by listening carefully, identifying concerns, and guiding them toward effective resolutions<br>• Assist with basic troubleshooting for remote technology and commonly used applications to maintain smooth customer interactions<br>• Use communication and collaboration platforms to manage daily service activities<br>• Navigate multiple browser windows and systems efficiently to research issues, document interactions, and follow up as needed<br>• Apply sound judgment and empathy during each customer conversation, especially when addressing sensitive or urgent concerns<br>• Maintain accurate records of customer issues, actions taken, and outcomes to support service quality and continuity
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Prepare commercial loan and collateral documentation for a variety of lending transactions while maintaining alignment with bank standards and applicable legal requirements.</p><p>• Review participation loan files for both purchased and sold transactions to confirm completeness, accuracy, and proper execution.</p><p>• Examine existing loan and collateral records during renewals or new originations to identify and resolve documentation issues tied to previously pledged assets.</p><p>• Coordinate with attorneys and other external partners when legal support is needed to move commercial loan closings forward.</p><p>• 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.</p><p>• Verify that borrower authority, collateral protection, lien position, and underwriting support meet internal policy expectations before closing.</p><p>• Support secondary quality reviews of loan packages to reduce documentation errors and strengthen file accuracy prior to finalization.</p><p>• Work closely with lending and documentation staff to assist with due diligence efforts and the preparation of complete commercial loan files.</p>
We are looking for a Customer Success Specialist to join a growing apparel brand in Reno, Nevada in a contract-to-permanent capacity. This role blends customer support, order management, wholesale account assistance, and close coordination with fulfillment operations to ensure a seamless experience for both retail and business customers. The ideal candidate is detail-oriented, responsive, and committed to resolving issues thoroughly while maintaining a high standard of service.<br><br>Responsibilities:<br>• Deliver timely, attentive support through shared customer communication channels, ensuring each inquiry is handled with care and clear next steps.<br>• Guide customers through order-related needs in Shopify, including payment questions, shipment updates, cancellations, returns, refunds, and exchanges.<br>• Monitor unresolved cases and drive follow-up activities to completion so concerns are addressed without delay.<br>• Partner with fulfillment staff to investigate shipping problems, incorrect or missing items, and other service-impacting order issues.<br>• Support wholesale partners by addressing product questions, inventory requests, order updates, and account-related concerns.<br>• Coordinate with internal teams and external sales contacts to help keep wholesale orders accurate, on schedule, and properly communicated.<br>• Maintain dependable customer and order records to support accurate processing and strong service continuity.<br>• Assist with prioritizing urgent orders and contribute to operational improvements that strengthen fulfillment accuracy and efficiency.
<p>We are looking for a <strong>Customer Success Specialist/Claims Processor</strong> 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.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Respond to inbound customer inquiries regarding unclaimed property claims with professionalism, patience, and clarity.</p><p>• Provide updates on claim progress and explain what records or supporting materials are needed to move a claim forward.</p><p>• Guide customers through the claim submission process, including assistance with using the online portal and resolving basic navigation issues.</p><p>• Locate existing records and set up new claims within the company database while maintaining complete and accurate information.</p><p>• Enter, review, and validate claim data according to established procedures and quality expectations.</p><p>• Examine submitted documentation to help determine ownership and identify the appropriate next steps for claim processing.</p><p>• Record detailed summaries of customer interactions and claim activity so files remain current and well documented.</p><p>• Recognize inconsistencies, recurring concerns, or unusual issues and elevate them to management or the appropriate team when necessary.</p><p>• Support additional administrative assignments and special projects as business needs require.</p>
<p>We are looking for a Call Center Specialist to support customer communication operations for a transport organization in Honolulu, Hawaii. This Long-term Contract position is ideal for someone who enjoys delivering responsive service, handling high-volume inbound inquiries, and keeping daily office activities organized. The role also includes coordinating with vendors and contributing to outreach and marketing-related efforts while maintaining a detail-oriented customer experience. To apply for this role, please call us at 808-531-0800. </p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming customer calls promptly and provide accurate, courteous assistance related to services, requests, and general inquiries.</p><p>• Document interactions clearly in customer service systems and maintain organized records to support efficient follow-up.</p><p>• Place outbound calls when needed to confirm information, resolve open issues, or communicate service-related updates.</p><p>• Support marketing and outreach initiatives by helping coordinate campaign-related tasks and tracking communications.</p><p>• Communicate with external vendors to relay information, confirm details, and help ensure timely completion of assigned activities.</p><p>• Perform routine administrative work such as data entry, file maintenance, email correspondence, and preparation of basic reports using Microsoft Office tools.</p><p>• Escalate complex customer concerns to the appropriate team members and follow through to help achieve resolution.</p><p>• Maintain accuracy while managing multiple priorities in a fast-paced call center environment.</p>
We are looking for a Customer Success Specialist to support customers from a remote work environment while delivering responsive, detail-oriented service. This Long-term Contract position is based in Basking Ridge, New Jersey, and is ideal for someone who communicates clearly, handles a fast-paced workload with empathy, and is comfortable navigating digital tools throughout the day. The right candidate brings customer support experience, sound judgment, and the ability to resolve issues efficiently while maintaining a positive customer experience.<br><br>Responsibilities:<br>• Respond to a high volume of customer inquiries with patience and a service-focused approach.<br>• Provide clear and thoughtful support over phone and other communication channels, using sound judgment to address a wide range of customer needs.<br>• Troubleshoot basic technical issues encountered in a work-from-home setting, including problems related to computers, applications, and browser use.<br>• Navigate multiple systems and browser windows efficiently to research information, document interactions, and complete follow-up tasks.<br>• Use collaboration and communication platforms such as Google Meet, Slack, and Gmail to stay connected with team members and support daily operations.<br>• Communicate solutions in a concise and easy-to-understand manner, ensuring customers feel heard and supported.<br>• Maintain accurate records of customer interactions and actions taken to help ensure timely resolution and continuity of service.
We are looking for a Customer Success Specialist to support client interactions and deliver a responsive service experience in Research Triangle Park, North Carolina. This contract opportunity with permanent potential is ideal for someone who communicates clearly, resolves issues efficiently, and thrives in a fast-paced support setting. The role focuses on helping customers navigate service questions, troubleshoot connectivity concerns, and maintain positive ongoing relationships through phone and email support.<br><br>Responsibilities:<br>• Respond to customer inquiries through phone and email with professionalism, accuracy, and urgency.<br>• Guide customers through account, service, or product-related questions while ensuring a positive experience.<br>• Investigate and resolve connectivity-related concerns by identifying issues and providing practical next steps.<br>• Manage multiple browser-based tools and systems efficiently to document interactions and access customer information.<br>• Track customer concerns thoroughly and maintain clear, up-to-date records of all support activity.<br>• Collaborate with internal teams when escalation is needed to ensure timely issue resolution.<br>• Monitor recurring customer challenges and share feedback that may improve service delivery and satisfaction.
<p>We are looking for a Customer Success Specialist to support community members by delivering responsive service and administrative assistance for human services programs in Honolulu, Hawaii. This contract opportunity is ideal for someone who enjoys helping others, stays organized in a fast-paced setting, and communicates clearly across phone, email, and in-person interactions. The person in this role will coordinate client-facing activities, maintain accurate records, and contribute to a positive experience for individuals seeking program support. Due to onsite requirements, preference will be given to Hawaii residents. Interested applicants are encouraged to apply by calling us at 808-531-0800.</p><p><br></p><p>Responsibilities:</p><p>• Respond to questions from clients and community members with professionalism, empathy, and accurate information about available programs and services.</p><p>• Coordinate appointment times and pickup schedules, ensuring clients receive timely updates and clear instructions.</p><p>• Enter and maintain client and program information in internal records with a high level of accuracy and attention to detail.</p><p>• Conduct client surveys and document feedback to support service improvement efforts and program reporting.</p><p>• Manage day-to-day administrative tasks that help keep warehouse and human services operations running efficiently.</p><p>• Communicate through phone and email to resolve routine service issues, answer follow-up questions, and provide status updates.</p><p>• Work closely with staff across multiple programs to support smooth service delivery for a diverse community population.</p>
<p>Are you the person everyone turns to when they need help?</p><p><br></p><p>A growing organization is looking for a <strong>Customer Success Coordinator</strong> who is passionate about providing exceptional service and building positive relationships. This role will support customers through every stage of their experience, ensuring questions are answered, needs are met, and expectations are exceeded.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist customers via phone, email, and online communication</li><li>Resolve inquiries and troubleshoot issues</li><li>Process orders, updates, and account information</li><li>Maintain detailed customer records</li><li>Partner with internal teams to ensure customer satisfaction</li><li>Identify opportunities to improve processes and service delivery</li></ul>
<p>We are looking for a Customer Service Manager to support service operations and deliver an outstanding experience for customers in Frederickson, Washington. This Long-term Contract position is ideal for someone who is detail oriented and can lead day-to-day customer interactions, coordinate service requests, and keep communication flowing across a fast-paced support environment. The role requires someone who can balance team oversight, account care, and scheduling accuracy while maintaining high service standards.</p><p><br></p><p>Responsibilities:</p><p>• Lead daily customer service activities and guide the team in resolving inquiries with professionalism, urgency, and care.</p><p>• Manage customer accounts by addressing service needs, documenting interactions, and strengthening ongoing client relationships.</p><p>• Oversee call center workflows to ensure incoming requests are handled efficiently and escalated appropriately when needed.</p><p>• Coordinate job scheduling and dispatch activities to align field service resources with customer requirements and timelines.</p><p>• Use computer-aided dispatch tools to monitor assignments, track service progress, and support timely updates.</p><p>• Review service performance trends, identify process gaps, and implement practical improvements that enhance response quality.</p><p>• Partner with internal teams to communicate priorities, resolve operational issues, and maintain a smooth customer experience.</p>
We are looking for a Customer Service Manager to lead a high-performing support team in Commerce, California. This Contract to permanent opportunity is ideal for a hands-on leader who can guide daily customer service operations while also stepping in to resolve complex issues and support order activity. The role partners closely with cross-functional teams to improve service delivery, maintain accurate customer information, and drive a responsive, efficient customer experience.<br><br>Responsibilities:<br>• Lead, mentor, and strengthen the customer service team to promote strong execution, accountability, and a high standard of client support.<br>• Participate directly in day-to-day service activities by assisting with customer questions, managing orders, and handling elevated concerns when needed.<br>• Direct daily workflow related to order intake, processing, and customer account administration to ensure timely and accurate completion.<br>• Work closely with sales, production, logistics, and operations partners to support smooth fulfillment and dependable communication across departments.<br>• Review service processes and team output to identify inefficiencies, remove obstacles, and improve operational performance.<br>• Maintain accurate customer records, pricing details, and order data within internal systems and ERP platforms.<br>• Monitor service metrics and use performance data to implement improvements that enhance responsiveness, quality, and productivity.<br>• Create a collaborative team environment that encourages focused growth while reinforcing clear performance expectations.<br>• Contribute to department-wide projects and additional business priorities as assigned.
<p>Our client is hiring a bilingual Customer Service Manager to guide a customer support team serving transportation and warehousing operations in Baytown, Texas. This role blends team leadership, service excellence, and process oversight to ensure customers receive timely, accurate communication across shipping, inbound, export, and warehouse activity. The ideal candidate brings a strong background in logistics-focused customer service, communicates effectively in English and Spanish, and is skilled at improving workflows while supporting daily operational demands. Experience working with rail transportation, domestic shipping, exports, or inbound logistics preferred.</p><p><br></p><p>Responsibilities for the Bilingual Customer Service Manager</p><p>• Direct and mentor customer service staff, coordinators, and team leads to build a high-performing, service-focused department.</p><p>• Manage day-to-day customer support activity, ensuring questions, requests, and service concerns are addressed quickly and thoroughly.</p><p>• Handle complex or escalated customer matters and work across departments to reach effective resolutions.</p><p>• Coordinate closely with warehouse, transportation, and operations teams to support order accuracy, shipment flow, and consistent customer updates.</p><p>• Support logistics activity tied to rail movements, domestic inbound freight, export shipments, and other transportation-related services.</p><p>• Evaluate existing procedures, refine standard operating practices, and introduce improvements that strengthen consistency and efficiency.</p><p>• Lead team meetings, coaching sessions, and training efforts to encourage accountability, development, and engagement.</p><p>• Perform internal compliance reviews to confirm adherence to company policies, service expectations, and operational procedures.</p><p>• Assist with hiring, onboarding, and training new employees to support team growth and continuity.</p><p>• Review billing questions, invoicing concerns, performance metrics, and system or automation improvement opportunities with cross-functional partners.</p>
<p>We are looking for a Client Experience Manager to support daily operations in a financial advising office and create a welcoming, detail-oriented experience for clients and callers in Little Rock, Arkansas. This Long-term Contract position is ideal for someone who is highly organized, service-focused, and comfortable balancing administrative coordination with front-office support in a financial advising office. The role involves managing routine office tasks, maintaining accurate records, and ensuring inquiries are handled promptly and effectively.</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors and provide courteous front-desk support to ensure a positive experience for clients and guests.</p><p>• Respond to incoming calls, direct inquiries appropriately, and relay messages with accuracy and care.</p><p>• Perform a range of administrative tasks to support day-to-day office operations and team efficiency.</p><p>• Maintain organized records and complete data entry activities with a strong focus on accuracy and timeliness.</p><p>• Coordinate office communications, schedules, and general clerical support as needed.</p><p>• Assist with document preparation, filing, and other operational duties that help keep workflows running smoothly.</p>
We are looking for a Customer Account Manager to join a long-term contract opportunity based in New York. This position plays a central role in managing key customer relationships, supporting commercial performance, and helping ensure commitments are met across pricing, service, and delivery expectations. The role partners closely with internal teams to analyze business trends, support planning activities, and maintain strong account performance while protecting operational and financial goals.<br><br>Responsibilities:<br>• Manage day-to-day customer account activity and foster strong, detail-focused relationships that support long-term business success.<br>• Partner with business unit leadership and cross-functional teams to help meet customer commitments, maintain production timelines, and address account-related issues promptly.<br>• Review account activity to ensure alignment with contractual terms, service expectations, and business objectives.<br>• Develop cost models and prepare pricing proposals for leadership review prior to customer submission.<br>• Track customer scorecard results, investigate performance concerns, and drive improvements where needed.<br>• Analyze sales, bookings, and product line performance data, then prepare recurring reports and forecasts for management review.<br>• Support annual business planning by gathering relevant data, identifying trends, and assisting with performance analysis.<br>• Work collaboratively with customer support, production, engineering, quality, delivery, and sales teams to resolve product line challenges.<br>• Contribute to leadership presentations by preparing updates on account status, performance metrics, and business outlook.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
<p>We are looking for a Customer Experience Representative to support a busy service team in Wyomissing, PA. This Long-term Contract position is ideal for someone who enjoys helping customers, managing multiple priorities, and ensuring every interaction is handled with care. The person in this role will serve as a key point of contact for incoming inquiries while also providing administrative support and maintaining accurate records across internal systems.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming customer calls and provide timely, solution-focused support for a wide range of questions and concerns.</p><p>• Investigate service issues thoroughly and work with internal partners to determine appropriate next steps and resolutions.</p><p>• Record call details, customer updates, and follow-up actions accurately within company databases and tracking tools.</p><p>• Direct customers, vendors, and other incoming contacts to the correct teams to ensure efficient issue handling.</p><p>• Support day-to-day administrative activities such as scanning files, uploading documents, and maintaining organized records.</p><p>• Deliver a detail-oriented and positive experience across phone, email, and other communication channels.</p><p>• Monitor repeated customer concerns and share patterns or service trends with leadership and team members.</p><p>• Assist with inquiries related to customer accounts, billing matters, and general service requests as needed.</p>
<p>We are looking for a Customer Experience Specialist to join a manufacturing organization in a contract capacity with permanent potential. This position focuses on strengthening the customer journey by combining technical training, call center oversight, and parts support into a consistent service experience. The role will work across customer-facing teams to ensure accurate product knowledge is shared effectively and that service interactions are handled with professionalism, clarity, and responsiveness.</p><p><br></p><p>Responsibilities:</p><p>• Design and deliver HVAC product and technical training programs for sales personnel and field service teams using current and reliable equipment information.</p><p>• Organize and facilitate instructor-led learning HVAC sessions.</p><p>• Monitor daily call center activity and provide guidance that helps resolve customer HVAC questions, technical concerns, and service-related issues effectively.</p><p>• Partner with leadership to improve service quality across customer support, technical assistance, and parts-related interactions.</p><p>• Support parts operations by helping maintain inventory accuracy, workflow consistency, and timely response to internal and external requests.</p><p>• Provide hands-on troubleshooting assistance for HVAC equipment and connectivity concerns reported by customers or internal staff.</p><p>• Review support trends and customer feedback to identify opportunities for stronger training content and better service outcomes.</p><p>• Communicate with customers and cross-functional teams through phone and email channels to ensure issues are documented, addressed, and followed through to resolution.</p>
We are looking for a Customer Experience Specialist to join a manufacturing team in South Carolina on a contract basis with the potential for a permanent position. In this role, you will serve as a key point of contact for customers, helping ensure orders move smoothly from initial entry through final delivery. This position is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and is committed to creating a positive customer experience.<br><br>Responsibilities:<br>• Manage customer orders from initial receipt through shipment completion, ensuring accuracy and timely follow-through at each stage.<br>• Work closely with cross-functional teams and outside partners to keep fulfillment activities on track and resolve issues that may affect delivery or service quality.<br>• Respond to customer inquiries through phone and email with professionalism, clarity, and a solutions-focused approach.<br>• Monitor order status, provide updates, and address questions related to product availability, shipment timing, or service concerns.<br>• Investigate and help resolve connectivity or access-related issues that may interfere with customer communication or order support.<br>• Use multiple browser-based systems and tools to review account details, process information, and maintain accurate service records.<br>• Support customer satisfaction efforts by identifying concerns early and coordinating appropriate follow-up to drive successful outcomes.
We are looking for a Customer Experience Specialist to join a manufacturing organization in Collierville, Tennessee on a Contract to Permanent basis. In this role, you will serve as a key point of contact for customers, helping manage orders, answer product and pricing questions, and support a smooth fulfillment experience from initial request through delivery. This opportunity is ideal for someone who is organized, service-driven, and comfortable balancing multiple customer needs in a fast-moving environment.<br><br>Responsibilities:<br>• Support customers through phone, email, and system-based communication by providing timely and detail-focused assistance.<br>• Enter, review, and confirm customer orders with a high level of accuracy to help ensure efficient processing.<br>• Address questions related to product details, pricing, inventory levels, and order progress using available tools and internal resources.<br>• Work closely with sales, operations, and distribution teams to coordinate fulfillment activities and meet customer expectations.<br>• Monitor shipments and provide status updates while helping resolve delivery delays or order discrepancies.<br>• Oversee assigned accounts and maintain consistent service levels across a high volume of interactions.<br>• Investigate customer concerns, document issues clearly, and drive timely solutions that support satisfaction and retention.<br>• Use multiple software platforms and established procedures to manage daily tasks and maintain service quality standards.
<p>We are looking for a Customer Service Relations Specialist to support customer accounts from order intake through delivery while building strong, dependable client relationships. This Long-term Contract position is based in Indianapolis, Indiana, and is ideal for someone who can balance customer communication, order accuracy, and cross-functional coordination in a fast-paced manufacturing setting. The role works closely with sales, production, and shipping teams to help ensure customer needs are addressed promptly and deliveries stay on schedule.</p><p><br></p><p>Responsibilities:</p><p>• Manage a portfolio of customer accounts ranging from straightforward to highly complex, providing responsive day-to-day support.</p><p>• Receive and enter customer orders from clients and account managers with a high level of accuracy and urgency.</p><p>• Keep customers informed by addressing questions related to order progress, pricing requests, revisions, confirmations, and service concerns.</p><p>• Process purchase orders, apply account adjustments or credits when needed, and maintain accurate customer records.</p><p>• Partner with manufacturing and shipping teams to help meet delivery commitments and resolve order-related issues.</p><p>• Use company systems and internal tools to track orders, update account information, and support operational workflows.</p><p>• Investigate and respond to customer complaints or service challenges in a thorough and solution-focused manner.</p>
We are looking for a Customer Experience Specialist to join a manufacturing organization in Collierville, Tennessee on a contract basis with the potential for a permanent role. This position supports customers throughout the order cycle by handling inquiries, entering and validating orders, and coordinating with internal teams to keep service levels high. The ideal candidate is organized, responsive, and comfortable managing multiple priorities in a fast-moving environment while maintaining a detail-oriented, customer-first approach.<br><br>Responsibilities:<br>• Manage customer communication across phone, email, and internal systems to provide timely and accurate support.<br>• Enter, review, and confirm customer orders while ensuring details are complete and aligned with company procedures.<br>• Address questions related to product information, pricing, inventory availability, and order progress.<br>• Work closely with sales, operations, and distribution partners to support fulfillment needs and maintain a smooth customer experience.<br>• Monitor shipments and provide updates to customers regarding delivery timelines and order status.<br>• Research service issues, discrepancies, and account concerns, then drive resolution with appropriate internal teams.<br>• Oversee assigned customer accounts and maintain consistent service quality across a high volume of interactions.<br>• Use CRM and other business systems effectively to document activity, track requests, and support daily service operations.
<p>We are seeking a proactive and customer-focused <strong>Customer Service Representative / Account Coordinator</strong> to join our team. In this role, you will serve as a primary point of contact for customers while also supporting account management activities to help maintain strong client relationships. The ideal candidate is organized, responsive, detail-oriented, and comfortable balancing day-to-day service requests with ongoing account support.</p><p>Key Responsibilities</p><ul><li>Respond promptly to customer inquiries via phone, email, and other communication channels</li><li>Resolve customer issues related to orders, billing, product/service questions, and account status</li><li>Maintain accurate customer records and document all interactions in internal systems</li><li>Support account managers with client communication, follow-ups, reporting, and service coordination</li><li>Help manage assigned customer accounts to ensure a high level of satisfaction and retention</li><li>Process orders, track requests, and coordinate with internal departments to meet customer needs</li><li>Monitor account activity and escalate service concerns or growth opportunities as needed</li><li>Assist with onboarding new clients and ensuring a smooth transition into ongoing support</li><li>Prepare account updates, customer summaries, and service reports</li><li>Build positive relationships with clients by providing timely, professional, and solution-oriented support</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Services Manager | Wealth Management Firm | Walnut Creek </strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the <strong>Client Service team</strong>, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth.</p><p> </p><p>This is an ideal opportunity for someone who enjoys <strong>leading and developing people while staying hands-on</strong>. You'll have ownership over <strong>client service, onboarding, workflows, technology, and process improvement</strong>, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers <strong>strong compensation + bonus potential</strong>, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead, mentor, and develop the <strong>Client Service Associate team </strong></li><li>Oversee day-to-day <strong>client service and operational workflows </strong></li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve <strong>scalable processes, procedures, and controls </strong></li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including <strong>CRM, reporting, and workflow platforms </strong></li><li>Drive <strong>automation, systems improvements, and AI-enabled initiatives </strong></li><li>Help build the operational infrastructure to support continued firm growth </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a customer-focused, detail-oriented individual to join our team as a Customer Relations Specialist. This in-office role supports customers and dealers by providing clear guidance, resolving concerns effectively, and maintaining accurate records of each interaction. The position is well suited for someone who communicates confidently, stays composed in challenging conversations, and can adapt quickly in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming calls from customers, addressing questions related to products, service concerns, and general support needs.</p><p>• Record call details accurately in internal systems, ensuring each interaction is documented in a clear and organized manner.</p><p>• Manage a steady daily call volume while maintaining a helpful, courteous, and solutions-oriented approach.</p><p>• Handle difficult conversations calmly, working to de-escalate issues and provide practical next steps.</p><p>• Enter and update customer information with attention to detail and a high level of accuracy.</p><p>• Collaborate with colleagues and other departments on special projects and operational support tasks as needed.</p><p>• Use email and office software to communicate updates, track information, and support day-to-day customer service activities.</p><p><br></p><p>This is a permanent opportunity that will pay up to $52,000 annually. Please apply to Jane Gearhart if interested! </p>