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8 results for Customer Service Manager in Davis, CA

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
2026-09-03T00:00:00Z

Customer Service Representative

Sacramento, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Customer Service Representative to support a high-volume customer care environment. This long-term contract opportunity is ideal for someone who communicates clearly, handles inquiries effectively, and enjoys helping resolve customer concerns. The role is fully onsite five days a week for the first 3 months and offers the chance to work a hybrid work schedule thereafter. **Spanish fluency is a MUST for this position ** Responsibilities:• Handle inbound customer calls with attentive listening, thoughtful questioning, and a solution-oriented approach to understand and address each concern effectively.• Route inquiries to the correct team members when needed and coordinate with internal departments to help resolve service issues, complaints, or follow-up needs.• Build working knowledge of company processes, services, and common transaction types to provide accurate information and dependable customer assistance.• Keep Customer Care leadership informed of service disruptions, workflow concerns, or recurring issues that could affect customers, vendors, or business operations.• Complete all assigned work in alignment with company expectations, training guidance, supervisory direction, and applicable regulatory requirements.• Support cross-functional teams as needed by sharing information, assisting with service-related matters, and helping maintain smooth daily operations.• Provide attentive assistance to insured individuals, injured workers, vendors, and other customers while maintaining a high standard of responsiveness and care.
2026-09-17T00:00:00Z

Customer Service Representative

Benicia, CA
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for a Customer Service Representative to join a construction-focused organization in Benicia, CA on a contract basis with the potential for a permanent position. This role will support customers throughout the order cycle, from purchase order intake through invoicing and delivery follow-up, while serving as a dependable point of contact for questions and updates. The ideal candidate brings strong administrative accuracy, clear communication, and the ability to manage multiple priorities in a fast-paced environment. Customer Service Representative Requirements:• Manage customer orders from initial purchase order receipt through final documentation, ensuring all details are entered accurately and processed on schedule.• Review pricing, quantities, batch information, and related order records to confirm accuracy before invoices are issued.• Prepare and distribute invoices, credit memos, and other customer-facing documents using company systems and established procedures.• Monitor shipment activity and provide customers with timely updates regarding delivery status, freight details, backorders, or product substitutions.• Partner with teams across accounting, shipping, production, sales, and leadership to resolve order issues and support smooth fulfillment.• Respond to customer inquiries with professionalism, handling a high volume of calls and messages while maintaining service quality.• Support account maintenance by assisting with credits, debits, documentation updates, and general order-related questions.• Maintain organized records, reports, and transaction history to help ensure reliable customer and order information. If you think you can be a good fit for the Customer Service Representative role, please apply today!
2026-09-17T00:00:00Z

Customer Service Representative

Pittsburg, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
We are looking for a Customer Service Representative to join an onsite team in Pittsburg, CA. This long-term Contract opportunity is well suited for someone who enjoys supporting customers, managing order-related details, and working closely with internal teams to keep daily operations running smoothly. The role calls for strong communication, sound organizational skills, and confidence using office software while learning company-specific systems. Customer Service Representative Responsibilities:• Serve as the primary point of contact for customers by handling questions about product availability, pricing, equipment, and order status through phone and email.• Enter new orders accurately and relay important job details to yard and operations teams so work can be carried out without delay.• Partner with sales and operations personnel to help coordinate fulfillment timelines and resolve issues that could affect service delivery.• Maintain accurate customer records and keep order information current within internal databases and support systems.• Use Microsoft Outlook, Teams, Excel, and other Office tools to manage communication, track information, and support day-to-day administrative tasks.• Learn the company's dispatching and order management platforms through provided training and apply them effectively in daily work.• Monitor multiple requests at once, prioritize urgent matters, and provide timely follow-up to customers and internal stakeholders.• Support a high-quality customer experience by communicating clearly, professionally, and with attention to detail in every interaction. If you feel like you are a good fit for the Customer Service Representative role, please apply today.
2026-09-17T00:00:00Z

Client Services Leader

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented Client Services Leader to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience. The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization. The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience. Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li></ul>
2026-09-03T00:00:00Z

Client Service Manager | RIA Firm

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader who enjoys both people management and process improvement. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently. What You’ll DoTeam Leadership<ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul>Client Service & Operations<ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul>Technology & Process Improvement<ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul>
2026-09-15T00:00:00Z

Account Manager

Stockton, CA
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for a client-focused Account Manager to support commercial insurance accounts in Stockton, California. This permanent opportunity is a Contract position with potential for permanent placement and is ideal for someone who brings insurance knowledge, strong relationship-building skills, and a proactive approach to service. The person in this role will work closely with clients, carrier partners, and internal colleagues to keep accounts organized, responsive, and moving forward efficiently. Responsibilities: • Oversee a book of commercial insurance business and serve as a primary point of contact for client account needs. • Guide clients through renewals, coverage updates, endorsements, and certificate requests with accuracy and urgency. • Address incoming questions promptly, provide clear follow-up, and deliver dependable day-to-day account support. • Partner with insurance carriers and internal team members to resolve service issues and support policy-related activity. • Keep client files and policy documentation current, complete, and well organized within internal systems. • Track policy timelines and upcoming expiration dates to help ensure a smooth and timely renewal cycle. • Build lasting client relationships by delivering attentive service and understanding each client’s business needs. • Contribute to administrative and account coordination tasks as needed to support overall team operations.
2026-09-10T00:00:00Z

Client Service Supervisor | RIA Firm

Lafayette, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader who enjoys both people management and process improvement. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently. What You’ll DoTeam Leadership<ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul>Client Service & Operations<ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul>Technology & Process Improvement<ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul>
2026-09-10T00:00:00Z