4 results for Order Management Specialist in Escondido, CA

Order Processing Specialist

San Diego, CA
onsite
Temporary
22 - 25 USD / Hourly
Order Processing Specialist Robert Half is partnering with a growing organization in the healthcare and medical technology sector to identify an Order Processing Specialist. This temporary position plays a key role in supporting order management, electronic data interchange (EDI) processing, and customer communications while ensuring accurate invoicing and reporting. The ideal candidate is detail-oriented, organized, and comfortable managing high volumes of order and customer service activity in a fast-paced environment.Key Responsibilities:<ul><li>Process and invoice customer orders through the company’s ERP system and track orders through completion</li><li>Support the onboarding and configuration of new trading partners and customers</li><li>Receive, review, and process EDI orders while ensuring accuracy and timeliness</li><li>Verify order information including product details, quantities, pricing, and order identification numbers</li><li>Maintain accurate order records and provide shipping confirmations to customers</li><li>Respond to customer service inquiries via phone and email regarding orders, shipments, and account questions</li><li>Provide order updates and communicate effectively with customers and internal teams</li><li>Assist with general order entry tasks regardless of the order source</li><li>Support sales teams by responding to incoming inquiries and assisting with order-related requests</li><li>Process product replacement requests as needed in coordination with internal teams</li><li>Prepare and maintain sales and operational reports on a daily, weekly, and monthly basis</li><li>Identify opportunities to recommend additional products or services when appropriate</li></ul>
2026-03-09T00:00:00Z

Customer Service Specialist

Vista, CA
onsite
Temporary
24 - 28 USD / Hourly
The Customer Service Specialist will assist customers with product questions, order support, and general service inquiries. This role requires someone who is patient, attentive, and capable of communicating clearly with customers while maintaining a high level of professionalism. The ability to resolve issues efficiently and provide thoughtful service is essential in helping the company maintain its reputation for strong customer satisfaction. Our client is looking for a candidate who enjoys interacting with people and helping customers find solutions. The ideal professional will be organized, adaptable, and able to maintain a positive attitude while managing multiple service requests throughout the day. Key Responsibilities<ul><li>Assist customers with product questions and order inquiries</li><li>Process returns, exchanges, and service requests</li><li>Maintain accurate records of customer communications</li><li>Work with internal teams to resolve customer issues</li><li>Provide updates regarding order status and delivery timelines</li><li>Support customer satisfaction initiatives and service improvements</li></ul>
2026-03-13T00:00:00Z

Operations Specialist

Carlsbad, CA
onsite
Contract / Temporary to Hire
30 - 40 USD / Hourly
We are looking for a meticulous and efficient Operations Specialist to join a dynamic financial advisory team in Carlsbad, California. In this Contract to permanent position, you will play a pivotal role in ensuring the smooth preparation and organization of financial planning documents, client information, and advisor support materials. Your contribution will directly support client meetings and administrative processes, making you an integral part of the team's success. Responsibilities: • Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings. • Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information. • Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers. • Update and manage activities, tasks, and workflows using CRM systems, such as Redtail. • Assist clients with policy modifications, account updates, and follow-through on administrative tasks. • Compile planning materials into high-quality, client-ready packages for advisor review and presentation. • Ensure the confidentiality, accuracy, and quality of all financial documents and processes. • Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges. • Collaborate effectively with team members to ensure seamless communication and workflow.
2026-03-27T00:00:00Z

Customer Experience Specialist

San Diego, CA
onsite
Contract / Temporary to Hire
20 - 20 USD / Hourly
Robert Half is partnering with a mission-driven nonprofit organization to identify a Bilingual Customer Service Representative (Spanish/English) who is passionate about supporting the community. This is a great opportunity to join a collaborative team dedicated to making a meaningful impact. Work Schedule: This position will begin fully onsite to support training and team integration. After the first 6 months, the role will transition to a hybrid schedule (3 days remote, 2 days onsite). Key Responsibilities:<ul><li>Provide exceptional customer service via phone, email, and in person</li><li>Assist clients with inquiries, applications, and service navigation</li><li>Maintain accurate records and documentation in internal systems</li><li>Collaborate with internal departments to ensure timely service delivery</li><li>Handle sensitive information with confidentiality and professionalism</li></ul>
2026-03-18T00:00:00Z