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17 results for Customer Service Manager in Fairfield, CA

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

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 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

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers with clear guidance and timely assistance in a fast-paced Contract role based in San Francisco, California. This position focuses on helping callers move through application and order-related questions with confidence, ensuring information is complete and accurate from the start. The ideal candidate brings a service-minded approach, dependable daytime availability, and the ability to respond well to feedback while maintaining a strong queue presence. Responsibilities: • Assist customers by phone with questions related to applications, orders, and general service needs, providing clear next steps and helpful support. • Review customer information carefully to help ensure forms are completed accurately and submitted with all required details. • Handle inbound call volume efficiently while maintaining a thorough, patient, and solutions-focused experience for each customer. • Make outbound follow-up calls when needed to gather missing information, clarify responses, or help move requests toward completion. • Monitor open and pending cases proactively, taking action to reduce delays and keep customer applications progressing. • Enter and update customer and order information accurately within internal systems while maintaining attention to detail. • Maintain consistent on-queue coverage during scheduled hours and contribute to reliable team support throughout the day. • Apply coaching and feedback to improve call quality, strengthen first-contact resolution, and address any performance concerns promptly.
2026-08-28T00:00:00Z

Customer Service Representative

Sacramento, CA
onsite
Temporary to Hire
28 - 30 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.
2026-08-24T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22 - 22 USD / Hourly
We are looking for a Customer Service Representative to support sales activities and deliver responsive service to clients in San Francisco, California. This Long-term Contract position is ideal for someone who enjoys a high-energy workplace, stays organized under pressure, and communicates clearly with both customers and internal teams. The role centers on order coordination, client follow-up, and day-to-day sales support while helping ensure a smooth customer experience from quote to delivery. Responsibilities:• Prepare customer pricing details and sales quotes accurately in partnership with the sales team.• Track purchase activity and vendor commitments to help keep orders moving on schedule.• Communicate with clients by phone and email to provide updates on order progress and answer service-related questions.• Resolve order, delivery, and shipping concerns by coordinating with sales colleagues, vendors, and management.• Enter and maintain order information in company systems with strong attention to detail.• Handle inbound customer inquiries professionally and make outbound follow-up calls as needed.• Support a busy showroom and office environment by balancing multiple requests and shifting priorities effectively. ** If you're interested in this position, please apply to this position and contact Michaela Stauber at michaela.stauber- at - roberthalf - .com with your word resume and reference job ID#00410-0013493221**
2026-08-28T00:00:00Z

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.
2026-08-03T00:00:00Z

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

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 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 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

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.
2026-08-24T00:00:00Z

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
2026-08-06T00:00:00Z

Medical Customer Resolution Specialist

Sacramento, CA
remote
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a Customer Resolution Specialist to support patient and customer account needs for a Contract position based in Sacramento, California. This role focuses on delivering responsive service, resolving billing and payment questions, and guiding patients or guarantors through account balances and available payment arrangements. The ideal candidate brings strong knowledge of healthcare billing practices, payer requirements, and collection processes while maintaining accuracy, consistency, and productivity in daily work. Fully Remote! Responsibilities:• Respond to customer and patient account questions by researching billing concerns, payment activity, benefits, eligibility, authorizations, and explanations of benefits across hospital and physician billing accounts.• Review accounts to process appropriate corrections, account adjustments, and contractual reductions in accordance with payer rules and internal guidelines.• Contact patients, guarantors, or other responsible parties to secure payment on self-pay balances, establish practical payment arrangements, and address barriers that delay resolution.• Evaluate accounts for charity consideration when applicable and complete related determinations using established criteria and procedures.• Initiate transfers of qualifying balances to bad debt status when required and ensure all related account actions are documented accurately.• Maintain current knowledge of reimbursement methods, billing workflows, and payment practices for government and commercial payers to support compliant account resolution.• Meet daily performance expectations by managing assigned account volumes efficiently and recording all follow-up activities and action codes in the appropriate systems.• Apply departmental policies, procedures, and service standards consistently while supporting additional duties that contribute to overall revenue cycle operations.
2026-08-27T00:00:00Z

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

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

VP, Client Services

San Francisco, CA
onsite
Permanent / Full Time
140000 - 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.
2026-08-28T00:00:00Z