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5 results for Customer Service Manager in Fairfield, CA

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
21 - 23 USD / Hourly
We are looking for a Customer Service Representative to support sales operations and deliver responsive service to clients in San Francisco, California. This Long-term Contract position is ideal for someone who enjoys a fast-moving workplace, communicates clearly, and can manage several priorities at once. The role combines customer interaction, order coordination, and administrative support, making it a strong fit for someone who is organized, proactive, and comfortable working across teams. Responsibilities: • Prepare pricing information and customer quotations in partnership with the sales team to support timely responses to client requests. • Track purchase activity and vendor commitments to help ensure orders move forward accurately and on schedule. • Communicate with customers regarding order progress, expected delivery timing, and any updates that may affect fulfillment. • Resolve shipping or order-related concerns by coordinating with internal team members and external partners to reach practical solutions. • Enter and maintain order details in company systems with a high level of accuracy and attention to detail. • Handle inbound customer inquiries professionally while providing clear information and dependable follow-up. • Support a collaborative office environment by assisting with shared priorities as workload shifts throughout the day.
2026-06-01T00:00:00Z

Customer Service Representative

Sacramento, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in Sacramento, California. This is a long-term contract position requiring in-office work five days a week. The ideal candidate will bring strong communication skills and a proactive approach to resolving customer inquiries and concerns. Responsibilities: • Respond to customer inquiries by actively listening and asking clarifying questions to ensure a thorough understanding of their needs. • Direct or escalate calls to the appropriate team members while collaborating with other departments to resolve customer issues. • Continuously expand knowledge of company services and processes to enhance customer support capabilities. • Report potential workflow disruptions or service issues to Customer Care leadership promptly to ensure timely resolutions. • Adhere to company policies, training guidelines, and legal requirements while delivering exceptional customer service.
2026-05-22T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-05-28T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match. Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Service Coordinator

Livermore, CA
onsite
Temporary to Hire
29 - 32 USD / Hourly
We are looking for a Service Coordinator to support daily dispatch and service operations for a busy team in Livermore, California. This contract position offers a path to a permanent role and is ideal for someone who can keep schedules organized, communicate clearly with customers and technicians, and stay composed while balancing changing priorities. The role serves as a central point of coordination across the office and field, helping ensure service calls are handled efficiently and records remain accurate. Success in this position requires strong follow-through, a collaborative mindset, and comfort working with service software and administrative processes. Service Coordinator Responsibilities:• Organize and adjust technician schedules for routine service visits, preventive maintenance, and urgent callouts to keep response times on track.• Act as the primary communication link between office staff, field technicians, and customers, ensuring updates are shared clearly and professionally.• Support the rollout and day-to-day use of updated service software by assisting with setup, data input, testing, and basic user guidance.• Communicate with customers regarding new requests, appointment timing, service updates, and follow-up needs after work is completed.• Open, revise, and finalize work orders in the service management system with a high level of accuracy and attention to detail.• Prepare technicians with the job information, supporting documents, and parts-related details needed for efficient service completion.• Monitor parts requests and help coordinate supply ordering and organization to avoid delays in scheduled work.• Maintain complete service documentation, including job notes, equipment records, and status updates for reporting and historical reference.• Partner with accounting and internal team members to support accurate billing, smoother workflows, and stronger overall service performance. If you are interested in this Service Coordinator position, please submit your resume today!
2026-05-29T00:00:00Z