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9 results for Customer Service Inventory in Daly City, CA

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
21 - 23 USD / Hourly
We are looking for a Customer Service Representative to support sales operations and deliver responsive service to clients in San Francisco, California. This Long-term Contract position is ideal for someone who enjoys a fast-moving workplace, communicates clearly, and can manage several priorities at once. The role combines customer interaction, order coordination, and administrative support, making it a strong fit for someone who is organized, proactive, and comfortable working across teams. Responsibilities: • Prepare pricing information and customer quotations in partnership with the sales team to support timely responses to client requests. • Track purchase activity and vendor commitments to help ensure orders move forward accurately and on schedule. • Communicate with customers regarding order progress, expected delivery timing, and any updates that may affect fulfillment. • Resolve shipping or order-related concerns by coordinating with internal team members and external partners to reach practical solutions. • Enter and maintain order details in company systems with a high level of accuracy and attention to detail. • Handle inbound customer inquiries professionally while providing clear information and dependable follow-up. • Support a collaborative office environment by assisting with shared priorities as workload shifts throughout the day.
2026-05-29T00:00:00Z

Customer Service Representative

Menlo Park, CA
onsite
Temporary / Contract
22 - 27 USD / Hourly
Customer Service Representative Job DescriptionWe’re seeking a customer-focused Customer Service Representative to support clients and ensure a positive experience across all interactions. This role handles inquiries, resolves issues, and builds strong relationships with customers in a fast-paced environment. Key Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat in a timely manner</li><li>Resolve issues, complaints, and requests with professionalism and accuracy</li><li>Maintain detailed records of interactions and follow-up actions</li><li>Collaborate with internal teams to address customer needs</li><li>Identify opportunities to improve customer experience and processes</li></ul>
2026-05-15T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-05-28T00:00:00Z

Inventory Clerk

San Ramon, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
We’re partnering with a healthcare organization on a short‑term, onsite contract assignment supporting a fixed asset inventory project within a hospital environment. This role is ideal for someone who is detail‑oriented, comfortable working onsite, and experienced in structured inventory or asset‑tracking work. Key Responsibilities<ul><li>Locate and physically count fixed assets throughout the hospital facility</li><li>Place and verify asset tags on equipment and inventory</li><li>Compare physical inventory to existing asset registers</li><li>Identify discrepancies, including items not found and items found not on the list</li><li>Recommend updates or adjustments to the asset register based on findings</li><li>Maintain accuracy and professionalism while working in patient‑care environments</li></ul>
2026-05-29T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match. Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Service Associate

Foster City, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Service Associate

San Jose, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Services Associate

Palo Alto, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Thriving Wealth Management Firm | Palo Alto Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks! Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships. The role offers a competitive compensation package with strong benefits, including a generous 401(k) match, comprehensive health coverage, unlimited PTO, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities. Responsibilities<ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Patient Service Representative II

Newark, CA
onsite
Temporary / Contract
28.34 - 28.34 USD / Hourly
We are offering a long-term contract employment opportunity for a Patient Service Representative in Newark, CA. This role is in the healthcare industry where you will be interacting with customers and patients, managing their accounts, and handling their scheduling inquiries. What you will do: - Responds to a high-volume of incoming and outgoing telephone calls and faxed referral - Coordinates care by scheduling editing and maintaining routine patient physician appointments for new and returning patients. - Facilitates communication between the patient and the physician or clinic - Delivers expert knowledge regarding clinic-specific processes - Accurately documents and routes calls to the proper department - Identifies urgent customer needs or operational issues and escalates appropriately - Works with care teams patients and outside facilities to obtain necessary information required for care. - Communicates with the care team and support staff on various patient issues. - Obtains and updates insurance information. - Meets all regulatory and compliance standards - Delivers high-level of customer service - Follows documented protocols and guidelines - Meets and exceeds departmental quality assurance standards - Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding services - Uses functionality of the telephone system as required - Other departmental duties as assigned
2026-05-21T00:00:00Z