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17 results for Customer Service Manager in Fairfield, CA

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a Customer Service Representative to support customers in San Francisco, California through a Contract position focused on responsive, high-quality service. In this role, you will help individuals navigate questions and application-related needs with accuracy, patience, and professionalism. The ideal candidate brings a steady call center presence, communicates clearly, and contributes to a smooth customer experience by resolving inquiries efficiently and thoroughly. Responsibilities: • Handle inbound and outbound customer interactions with a helpful, solution-focused approach that makes each caller feel supported throughout the conversation. • Provide clear guidance on forms, requests, and next steps so customers receive accurate information and can move forward without unnecessary delays. • Complete order entry and related updates carefully, ensuring information is entered correctly the first time whenever possible. • Monitor open or incomplete items and take timely follow-up actions to reduce stalled applications or unresolved customer issues. • Maintain dependable attendance and remain available during assigned queue coverage hours to support service levels and response times. • Respond constructively to coaching and performance feedback, applying direction quickly to improve call quality and consistency. • Document customer conversations and outcomes thoroughly so records remain current, organized, and useful for follow-up activity.
2026-07-15T00:00:00Z

Customer Service Representative

Sacramento, CA
onsite
Temporary / Contract
23 - 24 USD / Hourly
We are looking for a Customer Service Representative to join our team in Sacramento, California for a Contract position. This role is ideal for someone who enjoys helping customers, resolving concerns effectively, and delivering a positive service experience in a fast-paced office setting. The position works onsite five days per week and requires strong communication skills, sound judgment, and the ability to collaborate across teams to support customer needs effectively. Responsibilities: • Handle incoming customer calls with attentive listening, thoughtful questioning, and a solution-focused approach to resolve inquiries and concerns. • Route issues to the appropriate team members when specialized support is needed, while coordinating with internal departments to address service-related matters and complaints. • Build a strong understanding of company processes and services to provide accurate information and improve overall customer support. • Partner with other business areas when needed to assist with service requests and help maintain smooth day-to-day operations. • Alert Customer Care leadership to service disruptions, workflow concerns, or recurring issues that could affect customers, partners, or internal teams. • Complete all assigned work in alignment with company policies, operational expectations, supervisory guidance, and applicable regulations. • Provide attentive support to insured individuals, injured workers, vendors, and other stakeholders with timely and respectful communication. • Contribute to a dependable onsite team environment by maintaining consistent attendance and participating fully in office-based operations five days each week.
2026-07-16T00:00:00Z

Customer Service Representative

Sacramento, CA
onsite
Temporary to Hire
28 - 31 USD / Hourly
We are looking for a Customer Service Representative to join a pharmaceutical organization in Sacramento, California for a permanent role. This position serves as a key point of contact for customers, ensuring orders, account inquiries, and service concerns are handled with accuracy and care. The ideal candidate brings a strong service mindset, thrives in a regulated environment, and can coordinate effectively across multiple internal teams to deliver timely support. Responsibilities:• Manage customer purchase orders from entry through fulfillment, ensuring information is complete, accurate, and updated in internal systems.• Partner with teams across operations, quality, production, regulatory, and logistics to address service issues and keep customers informed on progress.• Maintain organized records of customer interactions, order details, account documentation, and related communications.• Provide clear updates on inventory availability, expected delivery timing, shipment progress, and any supply constraints that may affect customer orders.• Research service concerns, order discrepancies, and customer complaints, then work toward prompt and thorough resolution.• Support the setup of new customer accounts by gathering required documentation and assisting with onboarding activities.• Follow company policies, regulatory expectations, and quality standards in every customer interaction and transaction.• Escalate product complaints, quality-related matters, adverse events, and compliance issues through the appropriate reporting channels.• Contribute to reporting efforts, customer feedback initiatives, and process improvement activities that strengthen service performance.• Build working knowledge of pharmaceutical products, service procedures, and applicable regulatory requirements to support customers effectively.
2026-07-16T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
24 - 28 USD / Hourly
Customer Service RepresentativeJob Description:We are looking for a Customer Service Representative to serve as the primary point of contact for customers, providing product or service information and resolving issues efficiently. This role is ideal for someone who is empathetic, solutions-oriented, and service-driven.Responsibilities:<ul><li>Answer incoming calls, emails, and chat inquiries from customers</li><li>Resolve customer concerns related to orders, billing, accounts, or services</li><li>Document interactions in CRM or ticketing systems</li><li>Escalate complex issues to the appropriate team members</li><li>Maintain a high level of professionalism and customer satisfaction</li></ul>
2026-07-02T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Contract assignment in San Leandro, California. This short-term opportunity is ideal for someone who is organized, adaptable, and comfortable working onsite in a manufacturing environment. In this role, you will help keep daily department activities running smoothly so core team members can stay focused on priority initiatives. Responsibilities: • Support day-to-day office and customer service activities by managing routine administrative work and maintaining organized records. • Prepare, update, and format business documents, emails, and spreadsheets using Microsoft Outlook, Word, and Excel. • Assist the customer service team with overflow assignments and follow-up tasks to improve response times and workflow efficiency. • Enter and maintain accurate information in department files, trackers, and other internal documentation. • Coordinate communications with internal contacts and external parties as needed to keep requests moving forward. • Contribute to a cooperative team environment by stepping in where needed and adjusting to changing daily priorities.
2026-07-15T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
23 - 27 USD / Hourly
Customer Service AdminJob Description:We are hiring a Customer Service Admin to provide administrative and customer support to ensure efficient daily operations. This position combines customer communication with clerical and scheduling responsibilities.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Maintain customer records, files, and service documentation</li><li>Assist with scheduling, reporting, and data entry tasks</li><li>Support order tracking, invoicing, and issue resolution</li><li>Collaborate with internal departments to ensure customer satisfaction</li></ul>
2026-07-02T00:00:00Z

Client Services Financial Manager

Santa Rosa, CA
onsite
Temporary / Contract
35 - 44 USD / Hourly
Robert Half is partnering with a respected nonprofit organization seeking a Client Services Financial Manager to oversee financial management services for clients and support trust and estate accounting activities. This position combines financial stewardship, client advocacy, and fiduciary support to help ensure the financial well-being of individuals and families served by the organization.Key Responsibilities<ul><li>Manage client financial resources, including banking relationships, cash management, bill payment, budgeting, and account monitoring.</li><li>Oversee trust and estate accounting activities, maintaining accurate records, reconciliations, and documentation in compliance with fiduciary and regulatory requirements.</li><li>Prepare financial reports, accountings, and supporting schedules for clients, trustees, beneficiaries, courts, and other stakeholders as required.</li><li>Coordinate with attorneys, financial advisors, family members, social service providers, and banking institutions regarding client financial matters.</li><li>Monitor client income, expenses, benefits, investments, and assets to ensure appropriate utilization of funds and long-term financial stability.</li><li>Reconcile bank, trust, and investment accounts while researching and resolving discrepancies in a timely manner.</li><li>Maintain detailed client records, financial files, and supporting documentation while safeguarding confidential information.</li><li>Assist with estate administration activities, including asset tracking, disbursements, financial reporting, and compliance-related requirements.</li><li>Ensure adherence to organizational policies, fiduciary standards, nonprofit regulations, and applicable state and federal guidelines.</li><li>Provide exceptional client service while supporting vulnerable populations with professionalism, empathy, and financial expertise.</li></ul>
2026-07-13T00:00:00Z

Customer Support Rep

San Francisco, CA
remote
Temporary / Contract
25.1465 - 29.117 USD / Hourly
We are looking for a Customer Support Admin to provide responsive front-line assistance for users and help resolve everyday technical issues in a detail-oriented and efficient manner. This Long-term Contract position is based fully remote and is ideal for someone who communicates clearly, stays organized, and approaches problems with sound judgment. The role combines hands-on customer support, accurate recordkeeping, and thorough documentation to ensure a reliable support experience. Responsibilities:<ul><li>Handle protected health information (PHI) and sensitive practice data </li><li>Enter and update customer records </li><li>Draft concise, empathetic, jargon-free email updates to customers </li><li>Track progress and maintain accurate case notes</li><li>Flag missing information or process gaps for manager review </li><li>De-escalate frustrated customers with professionalism and empathy </li></ul>
2026-07-15T00:00:00Z

Member Services Representative

Sacramento, CA
onsite
Temporary / Contract
20 - 22 USD / Hourly
Position SummaryThe Member Services Representative serves as the primary point of contact for members. You will provide friendly, accurate, and timely assistance with inquiries, membership processes, program information, and issue resolution — all while delivering a positive experience in a mission-driven educational setting.Key Responsibilities<ul><li>Serve as the first point of contact for members via phone, email, and in-person interactions, answering questions about membership benefits, programs, services, policies, and resources.</li><li>Assist members with enrollment, registration, renewals, updates, and related processes in a clear and supportive manner.</li><li>Provide information and guidance on educational programs, events, workshops, and available resources in both English and Spanish.</li><li>Listen to member concerns, resolve issues empathetically and efficiently, and escalate complex matters when necessary.</li><li>Maintain accurate and confidential member records and databases.</li><li>Collaborate with internal teams to ensure members receive timely and consistent support.</li><li>Help promote member engagement by sharing relevant information about programs and opportunities.</li><li>Perform general administrative duties related to member services, such as data entry, correspondence, and documentation.</li><li>Contribute to a welcoming, professional, and supportive environment for all members and visitors.</li></ul>
2026-06-30T00:00:00Z

Client Services Associate

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 Services Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Client Services & Operations Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Client Operations Specialist

San Francisco, CA
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Job Title: Client Operations Specialist Location: San Francisco; HybridSalary: $75-80k + Bonus Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement. Responsibilities:<ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
2026-07-11T00:00:00Z

Supply Chain Manager

Orinda, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
We are looking for an experienced Supply Chain Manager to lead core planning, sourcing, inventory, logistics, and distribution functions in the San Francisco East Bay, California. This position blends strategic oversight with hands-on operational leadership to strengthen service performance, improve efficiency, and support business growth. The ideal candidate brings strong judgment, data-driven decision-making, and the ability to align cross-functional teams and external partners around shared supply chain goals. Responsibilities:• Shape and carry out supply chain plans that improve operational performance, support customer demand, and enable long-term business objectives.• Direct inventory planning, replenishment activities, transportation coordination, and distribution execution to maintain product availability at appropriate stock levels.• Identify process gaps and lead improvement efforts that lower costs, raise service quality, and streamline day-to-day workflows.• Track key supply chain metrics, analyze performance trends, and recommend corrective actions to strengthen overall results.• Anticipate operational disruptions and develop practical contingency plans to reduce risk across sourcing, logistics, and fulfillment activities.• Build productive partnerships with suppliers and logistics providers, managing service expectations, performance reviews, and ongoing accountability.• Lead commercial discussions with external partners, including contract terms and service standards, to secure reliable and cost-effective support.• Work closely with internal departments to coordinate priorities, resolve operational challenges, and ensure supply chain activities align with company needs.• Coach and develop team members, set clear expectations, and promote a culture focused on ownership, collaboration, and continuous improvement
2026-07-01T00:00:00Z

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>
2026-07-02T00:00:00Z

Client Service Associate | White-Glove Client Experience Mee

Oakland, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Looking to take your wealth management career beyond the traditional client service role? This is an opportunity to join a highly respected boutique advisory firm that partners with founders, elite investors, and billionaire multi-generational families to build and operate sophisticated single-family offices. 100% Remote (Hybrid office option available in San Francisco)Competitive Base + Discretionary Bonus (15–30%)Unlimited PTO | 401(k) Match | Excellent Benefits This isn't just another client service position.You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.
2026-06-26T00:00:00Z

Client Service Associate, Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

VP of Client Services

San Francisco, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP of Client Services | Wealth Management Firm | San Francisco; Hybrid Our client is a rapidly growing global financial services firm seeking an experienced leader to oversee and elevate its client service organization. This is a highly visible opportunity to lead high-performing teams, partner with senior leadership, and drive operational excellence across a sophisticated, client-focused business. This is a unique opportunity to step into a highly visible leadership role with a rapidly growing financial services firm where you'll have the ability to shape the client service organization, influence firmwide initiatives, and work closely with senior leadership. The firm offers a collaborative, people-first culture, competitive compensation and bonus, comprehensive benefits, a 401(k) match, generous PTO, and strong long-term career growth. Responsibilities<ul><li>Lead and develop managers and client service teams across multiple locations </li><li>Establish and maintain best-in-class service standards </li><li>Partner with advisors and cross-functional teams to deliver an exceptional client experience </li><li>Drive process improvements, operational efficiency, and strategic initiatives </li><li>Oversee client onboarding, money movement, custodial operations, and escalated service matters </li><li>Manage alternative investment subscription processes </li><li>Develop scalable workflows, reporting, training, and performance metrics </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z