We are looking for a Customer Service Manager to lead branch operations and deliver an outstanding client experience in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented banking candidate who can balance service excellence, team leadership, sales growth, and operational oversight in a financial services environment. The role will guide daily branch activity, strengthen customer relationships, and help build a high-performing team that meets business goals while maintaining strong controls and compliance standards.<br><br>Responsibilities:<br>• Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly.<br>• Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings.<br>• Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers.<br>• Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment.<br>• Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness.<br>• Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch.<br>• Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization.<br>• Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture.<br>• Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate.<br>• Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require.
We are looking for a Customer Service Representative to support customer-facing operations and assist with quote-related activities in Richmond, California. This Long-term Contract position is ideal for someone who enjoys balancing multiple priorities, delivering responsive service, and working across teams to keep orders and customer requests moving efficiently. The role will contribute to both customer service and quoting workflows, requiring strong communication, attention to detail, and comfort using business systems in a fast-paced environment.<br><br>Responsibilities:<br>• Provide day-to-day support for customer inquiries while also assisting the quotes team with pricing and proposal-related tasks.<br>• Respond to inbound customer requests professionally and help address service concerns through timely follow-up and clear communication.<br>• Work with internal departments across the organization to investigate order status questions and help resolve customer issues efficiently.<br>• Support quote preparation and related administrative activities, using accurate calculations and careful review of details.<br>• Manage changing priorities throughout the day and adjust focus based on urgent customer, order, or quoting needs.<br>• Enter and update customer and order information in relevant systems to maintain accurate records and smooth workflow continuity.<br>• Use phone, email, and internal platforms to coordinate responses and provide reliable service to customers and internal partners.
<p>We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Order Processing:</strong> Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li><strong>Customer Experience:</strong> Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li><strong>Issue Resolution:</strong> Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li><strong>Attention to Detail:</strong> Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li><strong>Reliability:</strong> Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
We are looking for a Customer Service Representative to support a busy contact center team. This is a Contract position suited for someone who enjoys assisting customers, managing service requests, and providing prompt, clear communication. The person in this role will handle a high volume of calls, process orders accurately, and help create a positive experience with every interaction.<br><br>Responsibilities:<br>• Respond to incoming customer calls with empathy and a solutions-focused approach.<br>• Assist customers with questions, service requests, and issue resolution while maintaining a high standard of support.<br>• Enter customer orders and update account details with accuracy and attention to detail.<br>• Manage both inbound and outbound calls to follow up on requests, confirm information, and provide timely updates.<br>• Document customer interactions clearly to ensure records remain complete and up to date.<br>• Coordinate with internal teams when needed to resolve concerns efficiently and keep service moving forward.
<p>Provide customer support across phone, email, and chat channels while ensuring a positive customer experience. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries and resolve issues</li><li>Track service requests and maintain records</li><li>Escalate complex matters as needed</li><li>Support customer satisfaction initiatives</li><li>Collaborate with internal teams on issue resolution</li></ul><p><br></p>
<p>We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul><p><br></p>
<p>Robert Half client is looking for a Customer Service Representative to join our team onsite in Livermore, California. This contract opportunity with potential for permanent employment is ideal for someone who enjoys supporting customers, coordinating with internal teams, and keeping orders moving accurately from quote to delivery. In this role, you will handle a mix of customer communication, order administration, and return processing while using business systems and reporting tools to maintain service quality and follow-through.</p><p><br></p><p>Customer Service Representative Responsibilities:</p><p>• Partner with teams such as Finance, Sales, Purchasing, Engineering, and Product Management to resolve customer needs and support day-to-day service operations.</p><p>• Respond to sales-related questions, help manage delivery expectations, and participate in district sales meetings by capturing key discussion points and follow-up items.</p><p>• Create customer quotations in Epicor, update existing quotes as needed, and distribute pricing details directly to customers or through the sales team.</p><p>• Review special account instructions and validate order details, including shipping information, requested dates, pricing, customer part numbers, and quantities before final processing.</p><p>• Track open orders using Epicor, production reporting, and status tools to help maintain on-time shipment and proactively raise concerns when commitments may be at risk.</p><p>• Communicate regularly with internal contacts to clarify priorities, align on scheduling, and manage customer-requested ship and delivery dates.</p><p>• Process product returns by preparing return documentation, sending required forms to customers, and monitoring each case through completion, including credit memo follow-up.</p><p>• Follow established sales operations procedures and document opportunities for improvement by opening corrective action cases in Epicor when needed.</p><p>• Support additional customer service and administrative tasks assigned by management to help meet department goals.</p><p>• Use Microsoft Office, Power BI, and web-based portals to maintain records, communicate updates, and support reporting needs.</p><p><br></p><p>If you are interested in this Customer Service Representative opportunity, please submit your resume today!</p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> 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.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>