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16 results for Customer Experience Specialist in Fairfield, CA

Customer Service Specialist

Richmond, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Position OverviewWe're seeking a Customer Service Specialist to serve as a key point of contact for customers, providing exceptional support and ensuring a positive customer experience. This role combines customer service, account support, problem resolution, and administrative coordination. The ideal candidate is a strong communicator who enjoys helping others, can navigate multiple systems simultaneously, and thrives in a fast-paced environment. This position plays an important role in maintaining customer satisfaction, strengthening client relationships, and supporting day-to-day business operations. Day-to-Day Responsibilities<ul><li>Serve as the primary point of contact for customers via phone, email, and online inquiries.</li><li>Respond to customer questions regarding products, services, orders, billing, and account information.</li><li>Resolve customer concerns promptly while maintaining a professional and positive customer experience.</li><li>Process customer orders, requests, and account updates accurately and efficiently.</li><li>Monitor order status and communicate updates to customers.</li><li>Maintain accurate customer records and account information within company systems/ CRM.</li><li>Prepare reports and track service metrics as requested.</li><li>Build and maintain positive customer relationships through proactive communication.</li><li>Identify opportunities to improve service delivery and customer satisfaction.</li></ul>
2026-08-28T00:00:00Z

Client Service Specialist

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
Anisa Henry is partnered with a respected boutique wealth management firm with a decades-long reputation for delivering exceptional service to high-net-worth individuals, families, trusts, and institutions. In the Client Service Specialist position, you'll play a central role in supporting both the Founder and Partner while serving as a key point of contact for clients. This position offers the opportunity to work in a highly collaborative, relationship-driven environment where every team member makes a meaningful impact. Ideal for someone who thrives in a client-focused setting, this role combines operational support, relationship management, and exposure to sophisticated wealth management services within a stable, close-knit firm committed to long-term success and personalized client care. Benefits:<ul><li>401(k) Safe Harbor Plan (4%)</li><li>MDV (125 Plan)</li><li>2 weeks PTO, 1 week sick time </li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Customer Success Manager

Hayward, CA
onsite
Permanent / Full Time
80000 - 85000 USD / Yearly
We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements. Responsibilities:• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health
2026-08-08T00:00:00Z

Customer Service Representative

Vacaville, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Customer Service Representative to join a contract position based in Vacaville, California. In this role, you will support customers throughout the order process, respond to service inquiries effectively, and help ensure a smooth experience from order entry through delivery. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced environment, and enjoys working collaboratively to resolve issues and support customer satisfaction. Responsibilities:• Manage customer orders from initial entry through final completion, including the use of customer-specific online portals.• Partner with sales team members to provide account support, share important order updates, and help maintain accurate, timely service for customers.• Respond to customer questions and requests promptly by phone and in writing while delivering courteous, detail-oriented service.• Review and resolve customer concerns related to product quality, specifications, returns, credits, debits, and order discrepancies.• Coordinate with freight carriers to investigate shipment issues such as delays, shortages, damages, and tracking concerns.• Maintain organized records of customer interactions, processed orders, returns, and other service-related requests.• Support customer retention and sales efforts by providing product or service information, solving problems effectively, and involving internal teams when needed.• Build productive working relationships across departments to ensure customer needs are addressed accurately and efficiently.• Follow company policies, procedures, and safety standards while maintaining dependable attendance and consistent work quality.
2026-09-01T00:00:00Z

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.
2026-09-01T00:00:00Z

Sr. Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
We are looking for an experienced Sr. Customer Service Representative to join an onsite team in San Francisco, California, supporting members with complex banking and account-related concerns. This is a Long-term Contract position suited for someone who can navigate sensitive situations with professionalism, sound judgment, and a strong service mindset. The role focuses on resolving challenging issues involving cards, transfers, account activity, and digital banking tools while delivering clear and empathetic communication. The ideal candidate brings strong banking support experience and the confidence to make fair, thoughtful decisions within established guidelines. Responsibilities: • Resolve advanced member concerns involving digital banking access, debit and credit card activity, money movement, and account-related questions. • Manage escalated interactions with calm professionalism, especially when assisting members who are upset, confused, or facing financial impact. • Review account details and available information to identify root causes, determine next steps, and provide accurate resolutions. • Apply established policies and service guidelines to decide when credits, adjustments, or exception-based resolutions are appropriate. • Partner closely with onsite leadership and internal support teams to address issues efficiently and maintain a high standard of service. • Record conversations, investigative findings, actions taken, and final outcomes with accuracy and attention to detail. • Communicate decisions clearly and confidently while balancing member satisfaction with risk awareness and operational standards. • Support ongoing service continuity by adapting to internal tools, workflows, and process updates as needed.
2026-08-31T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-08-03T00:00:00Z

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 Administrator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Customer Service AdministratorJob Description:We are seeking a Customer Service Administrator to support customers, maintain accurate records, and assist with administrative functions.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Process orders and update customer accounts</li><li>Coordinate with internal departments on customer requests</li><li>Maintain CRM and customer records</li><li>Prepare reports and documentation</li></ul>
2026-08-19T00:00:00Z

Quality Compliance Specialist

Petaluma, CA
onsite
Temporary / Contract
35.625 - 41.25 USD / Hourly
We are looking for a Quality Compliance Specialist to join a Contract assignment supporting quality and regulatory activities in Petaluma, California. This role blends compliance coordination, administrative support, and project-based work in a hybrid environment, making it well suited for someone who is organized, proactive, and comfortable improving processes. The ideal candidate brings experience with regulated products, strong documentation habits, and the technical confidence to manage information accurately while partnering with internal teams. Responsibilities: • Coordinate day-to-day quality and compliance activities to help maintain accurate records, timely follow-up, and consistent execution of required tasks. • Support coverage for a leave of absence by completing cross-training, learning current workflows, and ensuring continuity across compliance-related operations. • Maintain organized documentation, track open items, and capture guidance clearly so information can be referenced without repeated follow-up. • Partner with internal stakeholders to monitor regulatory and quality requirements associated with product distribution, including compliance considerations for yeast-related products. • Contribute to administrative and project coordination work by managing schedules, status updates, and task ownership across multiple priorities. • Identify opportunities to strengthen existing procedures and recommend practical improvements that increase consistency and efficiency. • Use business systems and digital tools effectively to manage records, reporting, and workflow updates in a hybrid work setting. • Serve as a reliable point of contact for compliance support, escalating issues appropriately and helping teams stay aligned with established processes.
2026-08-26T00:00:00Z

Client Services Coordinator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Job Summary:The Client Services Coordinator manages client communications, supports service delivery, and helps ensure a high level of customer satisfaction. This role works closely with internal teams and clients to coordinate requests, resolve issues, and maintain strong business relationships.Key Responsibilities:<ul><li>Serve as a primary point of contact for client questions and service needs</li><li>Coordinate client requests with internal departments to ensure timely resolution</li><li>Maintain client records, account details, and service documentation</li><li>Prepare reports, presentations, and correspondence for clients and leadership</li><li>Monitor service quality and follow up on outstanding issues</li><li>Assist with onboarding new clients and maintaining existing accounts</li><li>Support process improvements to enhance the client experience</li></ul>
2026-08-30T00:00:00Z

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

Alamo, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager | Wealth Management Firm | Walnut Creek Join a growing wealth management firm in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the Client Service team, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth. This is an ideal opportunity for someone who enjoys leading and developing people while staying hands-on. You'll have ownership over client service, onboarding, workflows, technology, and process improvement, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers strong compensation + bonus potential, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support. Responsibilities<ul><li>Lead, mentor, and develop the Client Service Associate team </li><li>Oversee day-to-day client service and operational workflows </li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve scalable processes, procedures, and controls </li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including CRM, reporting, and workflow platforms </li><li>Drive automation, systems improvements, and AI-enabled initiatives </li><li>Help build the operational infrastructure to support continued firm growth </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-29T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-08-07T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
27 - 31 USD / Hourly
Customer Service AdminBrief Job Description:We are looking for a Customer Service Admin to provide administrative and customer support by handling inquiries, processing orders, and maintaining records.Responsibilities:<ul><li>Respond to customer questions via phone, email, or chat</li><li>Enter and track orders, requests, and service issues</li><li>Maintain customer files and account information</li><li>Coordinate with internal departments to resolve issues</li><li>Prepare basic reports and correspondence</li></ul>
2026-08-28T00:00:00Z

Client Service Associate - Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm| Fully Remote| Must work PST hours. Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is 100% remote and offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork </li><li>Process money movements, beneficiary changes, and other account transactions </li><li>Communicate directly with clients to gather information and resolve requests </li><li>Coordinate with custodians and internal teams to ensure timely processing </li><li>Support insurance paperwork and client documentation </li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z