5 Results for Customer Service Manager Jobs in Davis, CA

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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
2026-10-05T00:00:00Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Our client, a highly respected independent wealth management firm, is seeking a Client Service Associate to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice. As a Client Service Associate, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment. Key Responsibilities<ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-29T00:00:00Z

Patient Service Representative

Sacramento, CA
remote
Temporary / Contract
24 - 25 USD / Hourly
We are seeking an experienced Patient Access Representative with a preferred background in Radiology and Cardiology Imaging Scheduling to join our growing healthcare team. This role is responsible for coordinating complex imaging appointments, verifying insurance coverage and eligibility, obtaining required authorizations, and delivering exceptional customer service to patients, providers, and clinical staff.The ideal candidate thrives in a fast-paced, high-volume environment, possesses strong knowledge of imaging workflows and scheduling protocols, and is highly proficient in Epic. This position requires excellent communication skills, attention to detail, and the ability to balance productivity, accuracy, and patient satisfaction. Key Responsibilities<ul><li>Schedule radiology and cardiology imaging procedures in accordance with clinical protocols and provider requirements.</li><li>Manage high-volume inbound and outbound calls with patients, providers, and healthcare facilities.</li><li>Verify insurance eligibility, benefits, and coverage prior to scheduling services.</li><li>Obtain and track prior authorizations to ensure timely patient care and reimbursement.</li><li>Collect and review patient demographic, clinical, and financial information for accuracy.</li><li>Coordinate with physicians, clinical staff, and revenue cycle teams to resolve scheduling and authorization issues.</li><li>Educate patients regarding appointment preparation, financial responsibilities, and required documentation.</li><li>Maintain accurate patient records and documentation within Epic.</li><li>Adhere to HIPAA regulations and organizational policies regarding patient confidentiality.</li><li>Meet departmental productivity, quality, and customer service performance metrics.</li></ul>
2026-09-25T00:00:00Z

Patient Service Representative

Roseville, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
We are seeking an experienced Patient Access Representative with a preferred background in Radiology and Cardiology Imaging Scheduling to join our growing healthcare team. This role is responsible for coordinating complex imaging appointments, verifying insurance coverage and eligibility, obtaining required authorizations, and delivering exceptional customer service to patients, providers, and clinical staff.The ideal candidate thrives in a fast-paced, high-volume environment, possesses strong knowledge of imaging workflows and scheduling protocols, and is highly proficient in Epic. This position requires excellent communication skills, attention to detail, and the ability to balance productivity, accuracy, and patient satisfaction. Key Responsibilities<ul><li>Schedule radiology and cardiology imaging procedures in accordance with clinical protocols and provider requirements.</li><li>Manage high-volume inbound and outbound calls with patients, providers, and healthcare facilities.</li><li>Verify insurance eligibility, benefits, and coverage prior to scheduling services.</li><li>Obtain and track prior authorizations to ensure timely patient care and reimbursement.</li><li>Collect and review patient demographic, clinical, and financial information for accuracy.</li><li>Coordinate with physicians, clinical staff, and revenue cycle teams to resolve scheduling and authorization issues.</li><li>Educate patients regarding appointment preparation, financial responsibilities, and required documentation.</li><li>Maintain accurate patient records and documentation within Epic.</li><li>Adhere to HIPAA regulations and organizational policies regarding patient confidentiality.</li><li>Meet departmental productivity, quality, and customer service performance metrics.</li></ul>
2026-09-28T00:00:00Z

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.
2026-09-25T00:00:00Z

5 results for Customer Service Manager in Davis, CA