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15 results for Customer Experience Specialist in Davis, CA

Customer Success Specialist

Rohnert Park, CA
onsite
Temporary / Contract
23.00 - 27.00 USD / Hourly
We are looking for a Customer Success Specialist to join a wholesale distribution team in Rohnert Park, California. This Long-term Contract position is ideal for someone who enjoys balancing customer communication, shipment coordination, and hands-on administrative support in a fast-moving environment. The role focuses on preparing client materials, keeping distribution activities organized, and ensuring questions from customers are handled promptly and professionally. Responsibilities: • Assemble and prepare sample packages for client and prospect requests, making sure each shipment is complete, accurate, and professionally presented. • Coordinate outgoing deliveries by arranging packaging, shipment processing, and tracking activities to support on-time distribution. • Maintain detailed records of orders, shipment activity, and customer interactions so information remains current and easy to access. • Monitor stock levels for sample kit components and request replenishment materials before supplies run low. • Answer inbound customer calls and emails, resolve routine questions, and direct more complex matters to the appropriate team members. • Work closely with internal partners to support smooth fulfillment of requests and a consistent customer experience. • Review shipping and packaging details carefully to reduce errors and support quality service standards.
2026-06-12T22:34:03Z

Accounts Receivable Specialist

West Sacramento, CA
onsite
Permanent / Full Time
26.00 - 30.00 USD / Hourly
Lisa Cole with Robert Half is looking for a detail-oriented and proactive Accounts Receivable and Inventory Specialist a great company near the West Sacramento area. This role is ideal for someone with a strong background in AR, excellent communication skills, and a passion for working in a fast-paced environment. If you are interested in this position, please call Lisa Cole at 916-649-0832 Responsibilities:<ul><li>Process and post incoming payments accurately and efficiently</li><li>Monitor customer accounts for delayed payments and follow up as needed</li><li>Reconcile AR transactions and resolve discrepancies</li><li>Generate and distribute invoices and account statements</li><li>Collaborate with internal teams to resolve billing issues</li><li>Maintain accurate records and documentation</li><li>Provide excellent customer service to clients regarding billing inquiries</li></ul>
2026-05-27T00:38:47Z

Customer Service Analyst

Petaluma, CA
onsite
Temporary / Contract
26.91 - 31.16 USD / Hourly
We are seeking a detail-oriented contract Customer Service Analyst to support a key project initiative. This role focuses on stakeholder communications, case management, data tracking, and administrative coordination to ensure timely resolution of requests and efficient project execution. Key Responsibilities Manage and follow up on orders, requests, and status updates, ensuring timely and accurate communication Track and maintain cases and service requests, including supporting documentation and resolution details Maintain project trackers and provide regular updates on case progress and overall project milestones Perform data entry, analysis, reconciliation, and reporting to support operational and project priorities Collaborate cross-functionally with internal teams to resolve issues and improve response timelines Support escalation processes to ensure complex inquiries are addressed efficiently Ensure accuracy, consistency, and completeness of records in accordance with company standards
2026-06-10T21:58:56Z

Accounts Receivable Specialist

Concord, CA
onsite
Permanent / Full Time
25.50 - 30.50 USD / Hourly
Robert Half is seeking an Accounts Receivable Clerk with some Accounts Payable experience to join our Full-Time Engagement Professionals team. In this role, you will support client projects by handling invoicing, cash applications, collections, payment processing, vendor invoices, and other day-to-day accounting operations. This opportunity offers the stability of full-time employment, exposure to a variety of client environments, and the chance to contribute to critical projects and interim needs. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Key Responsibilities:<ul><li>Process customer invoices, post payments, and apply cash accurately</li><li>Monitor aging reports and assist with collections follow-up</li><li>Reconcile accounts receivable transactions and resolve discrepancies</li><li>Support accounts payable functions, including invoice processing and vendor payments</li><li>Maintain accurate financial records and assist with month-end close activities</li><li>Provide general accounting and administrative support for client engagements</li></ul>
2026-06-08T15:43:46Z

Payroll Specialist

Concord, CA
onsite
Temporary to Hire
28.00 - 32.00 USD / Hourly
We are looking for a Payroll Specialist to support payroll operations for a manufacturing organization in California. This contract opportunity has the potential to become permanent and is ideal for someone who brings strong payroll accuracy, experience with certified reporting, and the ability to manage deadlines in a high-volume environment. The person in this role will help ensure employees are paid correctly and on time while maintaining compliance with applicable payroll regulations and documentation requirements. Responsibilities: • Administer regular payroll processing with a strong focus on accuracy, timeliness, and data integrity across each pay cycle. • Maintain employee payroll records and update information related to new employees, separations, pay adjustments, and other status changes. • Prepare and submit weekly certified payroll documentation through designated reporting platforms and customer-specific systems. • Review payroll activity for compliance with federal, state, and local wage and hour requirements, including certified payroll standards. • Coordinate paperwork and supporting documentation needed to establish payroll compliance for newly awarded jobs or projects. • Generate weekly certified payroll reports and distribute them to the appropriate internal or external stakeholders. • Handle off-cycle payments, including missed-time checks and other special payroll requests, as business needs arise. • Support payroll reporting and reconciliation activities by using payroll and accounting data to verify completeness and accuracy.
2026-06-15T22:04:43Z

Senior Client Service Associate | UHNW Clients

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 110000.00 USD / Yearly
📩 Interested? Let’s connect. Reach out to Jennifer Fukumae on LinkedIn to explore this role or other wealth management opportunities in my network. Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. This is a fully remote role with option to work hybrid in the San Francisco office. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment. What You’ll Do:<ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
2026-06-10T23:33:42Z

Physician Liaison

Sacramento, CA
onsite
Temporary to Hire
31.00 - 40.00 USD / Hourly
We are looking for a relationship-driven Physician Liaison to support referral growth and care coordination for specialty providers serving patients after acute injuries. This Contract to permanent position is based in Sacramento, California, and focuses on strengthening connections with referral sources while helping patients access appropriate services across interventional pain, orthopedics, neurology, and neuropsychology. The ideal candidate brings strong outside sales instincts, healthcare coordination awareness, and the ability to communicate complex care pathways clearly to both clinical and non-clinical stakeholders. Responsibilities: • Develop and sustain productive partnerships with urgent care centers, emergency departments, physician practices, and other referral sources involved in injury-related care. • Present the organization’s specialty services, diagnostic resources, and care coordination capabilities in a clear and thorough manner to referral partners. • Support compliant referral flow between external partners and specialty physicians to help patients move through evaluation and treatment without unnecessary delays. • Recognize obstacles that may slow access to care and work with appropriate teams to address operational issues affecting referral progression. • Gather and share feedback from referral sources to highlight service needs, relationship trends, and opportunities for improvement. • Work closely with internal leaders and provider teams to improve alignment between community referral accounts and specialty care services. • Represent the organization at industry gatherings, local networking opportunities, and industry events to strengthen market presence and community relationships. • Contribute to efforts that improve continuity of care from the initial referral through treatment completion and recovery support.
2026-05-28T18:03:56Z

Client Service Associate | Established RIA Firm!

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
If you are early in your wealth management journey and want to join an established Wealth Management firm, please message Jennifer Fukumae on LinkedIn for quickest consideration! Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-10T23:23:40Z

Receptionist

Lodi, CA
onsite
Temporary / Contract
19.00 - 22.00 USD / Hourly
We are looking for a detail-oriented and welcoming Receptionist to support daily front desk operations in California. This long-term contract opportunity is ideal for someone with at least 2 years of experience handling visitor interactions, managing incoming calls, and maintaining an organized reception area. The right candidate will bring strong communication skills, relevant experience, and the ability to manage multiple tasks efficiently in a part-time capacity. This role will start at 20 hours a week but will eventually work into a full time role. Responsibilities:• Greet visitors and create a positive first impression while directing guests to the appropriate staff or department.• Manage a multi-line phone system, answer incoming calls promptly, and route each call accurately.• Handle front desk activities such as receiving messages, responding to routine inquiries, and maintaining orderly reception operations.• Support day-to-day administrative tasks by coordinating basic office communication and assisting with general clerical needs.• Monitor the reception area to ensure it remains orderly, organized, and welcoming throughout the day.• Maintain accurate call logs and relay important information to internal team members in a timely manner.
2026-06-08T20:18:46Z

Front Desk Coordinator

Sacramento, CA
onsite
Temporary to Hire
19.00 - 22.00 USD / Hourly
We are looking for an experienced and dependable Front Desk Coordinator to serve as the first point of contact for visitors, callers, and internal teams in Sacramento, California. This contract-to-permanent position is ideal for someone who thrives in a fast-paced office setting and enjoys creating a welcoming, organized experience for guests and staff. The person in this role will balance front office coverage with scheduling, meeting support, and day-to-day administrative coordination. Responsibilities: • Welcome visitors professionally, manage the reception area, and ensure guests are directed promptly to the appropriate person or department. • Handle incoming calls through a multi-line phone system, screen and route inquiries accurately, and provide helpful information when appropriate. • Coordinate calendars and appointment schedules to support smooth daily operations and reduce scheduling conflicts. • Arrange meeting logistics, including room coordination, attendee communication, and preparation for on-site gatherings. • Organize catering requests for meetings and events while confirming timing, delivery details, and setup needs. • Provide concierge-style assistance by responding to general questions, guiding visitors, and supporting a positive office experience. • Maintain front desk organization by monitoring supplies, keeping common areas presentable, and assisting with routine administrative tasks. • Support evolving office procedures and operational updates as needed, including changes to internal workflows or reception processes.
2026-06-03T21:53:47Z

Senior Client Service Associate

Walnut Creek, CA
remote
Permanent / Full Time
70000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T22:08:46Z

Accounting Clerk

Concord, CA
onsite
Permanent / Full Time
70000.00 - 85000.00 USD / Yearly
We are looking for an Accounting Specialist to support day-to-day financial operations for a construction-focused business. This role is ideal for someone who is comfortable managing billing activities, payroll-related documentation, and high-volume accounting records with accuracy. The position requires someone who can keep receivables, payables, and project-related financial information organized and current. Responsibilities:• Prepare and manage progress billings for construction projects, ensuring contract terms and billing schedules are followed accurately.• Process certified payroll records and maintain supporting documentation in compliance with project and regulatory requirements.• Handle accounts payable tasks, including reviewing invoices, entering payment details, and maintaining organized vendor records.• Support accounts receivable activities by tracking customer balances, applying payments, and following up on outstanding invoices.• Enter financial and project-related data into QuickBooks and other internal records with a high level of accuracy.• Review invoice details for completeness and alignment with job costs, approvals, and billing requirements.• Assist with construction accounting activities by maintaining organized financial records tied to projects, vendors, and payroll reporting.
2026-05-22T16:13:48Z

Referral Coordinator

Sacramento, CA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for a Referral Coordinator to support patient access and care coordination for a busy healthcare team in Sacramento, California. This Long-term Contract position is ideal for someone who is highly organized, service-focused, and comfortable managing referrals, appointments, and patient information in a fast-paced setting. The role requires strong communication skills, attention to detail, and confidence working within Epic EMR to help ensure patients receive timely and accurate support. Responsibilities: • Coordinate incoming and outgoing referrals by reviewing requests, confirming required information, and routing cases appropriately. • Schedule patient appointments and follow-up visits while helping maintain efficient provider calendars and clinic workflows. • Communicate with patients to provide updates, explain next steps, and assist with referral-related questions or scheduling needs. • Access and update medical records in Epic EMR to keep referral documentation complete, accurate, and current. • Verify that referral orders, authorizations, and supporting documents are properly recorded before processing requests. • Work closely with clinical and administrative staff to resolve scheduling issues and support continuity of patient care. • Monitor referral status and follow through on outstanding items to help prevent delays in treatment or specialty access.
2026-05-28T19:03:57Z

Corporate Associate

Sacramento, CA
onsite
Permanent / Full Time
160000.00 - 200000.00 USD / Yearly
We are looking for a skilled Corporate Associate Attorney to join our detail-oriented services team in Sacramento, California. The ideal candidate will have 1–4 years of experience handling corporate and business transactions, including mergers and acquisitions, entity formations, financing arrangements, and drafting complex commercial agreements. This role offers the opportunity to work closely with senior attorneys and clients from a variety of industries, contributing to their growth and success. Responsibilities: • Provide legal counsel and representation on corporate transactions, including mergers and acquisitions, entity formations, reorganizations, and sales. • Draft, review, and negotiate various transactional documents, such as purchase agreements, shareholder agreements, operating agreements, and commercial contracts. • Conduct thorough legal and due diligence reviews to support corporate transactions and ensure compliance. • Assist with financing transactions by preparing and reviewing loan documents and related agreements. • Collaborate with attorneys across practice groups, including tax and real estate, to address specialized client needs. • Manage multiple assignments and priorities effectively while adhering to deadlines in a dynamic environment. • Communicate clearly and effectively with clients, opposing counsel, and internal teams to facilitate successful outcomes. • Stay updated on changes in corporate law and emerging industry trends to provide informed legal advice.
2026-05-27T04:13:45Z

Credentials Coordinator

Saint Helena, CA
remote
Temporary / Contract
30.00 - 32.00 USD / Hourly
We are looking for a detail-oriented Credentials Coordinator for a Contract position based in Saint Helena, California. In this role, you will support the medical staff credentialing process by coordinating documentation, verifying qualifications, and helping ensure providers are cleared for appointment and privileging activities. This opportunity is well suited to someone who can manage sensitive information carefully, work within established compliance standards, and keep multiple credentialing tasks moving on schedule. Responsibilities: • Coordinate credentialing and recredentialing activities for physicians and allied health professionals, including gathering required documentation and tracking each file through completion. • Conduct primary source verification and review submitted materials to help ensure provider records are accurate, complete, and ready for processing. • Maintain organized credentialing files and databases, updating records promptly to support audits, reporting, and timely renewals. • Assist with privileging-related workflows and support evaluation or proctoring steps as required for medical staff appointments. • Guide providers through onboarding activities such as access setup, orientation coordination, required training, and identification badging. • Apply medical staff bylaws, internal policies, and regulatory standards when processing credentialing actions and maintaining documentation. • Safeguard confidential provider and medical staff information while handling sensitive records and correspondence. • Provide administrative support for additional credentialing or medical staff services tasks as needed to meet departmental priorities.
2026-05-15T16:48:44Z