<p><strong>Customer Service Specialist</strong></p><p>Serve as a primary contact for clients, assisting with orders, inquiries, and issue resolution to ensure an excellent customer experience.</p><p>Job Responsibilities:</p><ul><li>Handle inbound and outbound customer calls.</li><li>Resolve customer complaints and track cases.</li><li>Document customer interactions in CRM software.</li><li>Collaborate with team members to achieve service goals.</li></ul>
<p>We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Order Processing:</strong> Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li><strong>Customer Experience:</strong> Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li><strong>Issue Resolution:</strong> Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li><strong>Attention to Detail:</strong> Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li><strong>Reliability:</strong> Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
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.<br><br>Responsibilities:<br>• Respond to customer inquiries by actively listening and asking clarifying questions to ensure a thorough understanding of their needs.<br>• Direct or escalate calls to the appropriate team members while collaborating with other departments to resolve customer issues.<br>• Continuously expand knowledge of company services and processes to enhance customer support capabilities.<br>• Report potential workflow disruptions or service issues to Customer Care leadership promptly to ensure timely resolutions.<br>• Adhere to company policies, training guidelines, and legal requirements while delivering exceptional customer service.
<p><strong>Customer Service Representative</strong></p><p><strong>About the Role:</strong></p><p>Join our team as a Customer Service Representative and be the first point of contact for our valued customers.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Provide product/service information</li><li>Process orders and resolve customer issues</li><li>Maintain accurate records of customer interactions</li></ul>
<p>We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul><p><br></p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> 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.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p>Job Summary</p><p>We are seeking a motivated Customer Service Specialist to handle incoming customer inquiries via phone. This is a temporary contract position starting in early April and running through November, ideal for individuals with strong communication skills and proficiency in Microsoft Excel. You'll be part of a collaborative team focused on resolving issues efficiently and maintaining accurate records.</p><p>Key Responsibilities</p><ul><li>Manage a high volume of incoming calls from customers, providing timely and professional assistance.</li><li>Listen actively to customer needs, troubleshoot problems, and offer solutions or escalate as needed.</li><li>Use Microsoft Excel to log call details, track customer interactions, and generate basic reports.</li><li>Maintain accurate documentation of customer inquiries and resolutions in our systems.</li><li>Collaborate with team members to ensure consistent service quality.</li><li>Adhere to company policies and procedures for data privacy and customer handling.</li></ul><p><br></p>
We are looking for a dedicated Member Services Representative to join our team in Sacramento, California. In this long-term contract role, you will be responsible for delivering exceptional service to members, ensuring their inquiries and concerns are handled efficiently and professionally. If you thrive in a fast-paced environment and enjoy connecting with people, this position offers an excellent opportunity to showcase your customer service skills.<br><br>Responsibilities:<br>• Respond to inbound calls from members and provide clear and accurate information regarding their inquiries.<br>• Address member concerns with professionalism and empathy, ensuring a positive experience.<br>• Manage patient intake processes efficiently while maintaining attention to detail.<br>• Utilize computer systems, including Salesforce, to document interactions and track member information.<br>• Handle both inbound and outbound calls to resolve issues and assist members effectively.<br>• Demonstrate proficiency in navigating a fast-paced call center environment.<br>• Collaborate with team members to meet service-level agreements and organizational goals.<br>• Provide support to veterans and ensure their specific needs are met with care.<br>• Maintain compliance with all company policies and procedures during member interactions.<br>• Continuously improve processes to enhance the overall member experience.
<p><strong>Operations Manager – $4B+ East Bay RIA</strong></p><p>Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an <strong>established East Bay RIA managing over $4B in AUM</strong> to hire an <strong>Operations Manager</strong> to lead a team of talented Client Service Associates.</p><p>This is an excellent opportunity for an <strong>experienced Operations Manager or Lead CSA with prior management experience</strong> who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.</p><p><strong>Responsibilities</strong></p><ul><li>Oversee <strong>day-to-day operations</strong> supporting advisors and high-net-worth clients</li><li><strong>Manage and mentor</strong> a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability</li><li>Streamline, document, and maintain <strong>workflows for client service, onboarding, and reporting</strong></li><li>Identify and implement <strong>process improvements</strong> to support the firm’s continued growth</li><li>Oversee <strong>client onboarding, account administration, and account transfers</strong></li><li>Ensure operations adhere to <strong>regulatory and internal compliance standards</strong></li><li>Manage and optimize <strong>CRM, portfolio reporting, and workflow automation systems</strong></li><li>Drive <strong>system integrations, automation initiatives, and implementation of AI tools</strong> where applicable</li></ul><p><br></p>
<p>Job Summary</p><p>We are seeking a driven public affairs / communications practitioner to join our team as a Senior Account Executive to support our client roster. Ideal candidates will have at least 4+ years' experience supporting public affairs, legislative and/or ballot campaigns, with a proven track record of navigating fast-paced, high-stakes client projects and the ability to clearly communicate complex policy issues. </p><p>Key Responsibilities</p><ul><li>Support high-level public affairs and legislative campaigns independently and as part of a team.</li><li>Oversee Account Fellows staff and manage up to senior staff.</li><li>Serve as the day-to-day point of contact for clients, consultants, vendors and other key stakeholders across multiple accounts.</li><li>Develop campaign collateral and advocacy materials including fact sheets, talking points, coalition emails, toolkits, social media content, press releases, op-eds, media advisories, etc.</li><li>Create digital and social media strategies to include content creation for websites, advertising and social media platforms.</li><li>Independently manage complex workstreams, delivering timely, accurate and strategic results aligned with client goals.</li><li>Manage and oversee coalition building and grassroots mobilization efforts including third-party outreach and recruitment, giving presentations, debates, managing databases, helping coordinate field and other grassroots events.</li><li>Own project timelines, schedules, client reports and internal communications to keep teams aligned and accountable.</li><li>Lead the development of client-ready updates, plans and campaign deliverables with limited oversight.</li><li>Track political, policy and media developments and flag implications that could impact client strategy.</li></ul><p><br></p>
We are looking for a Medical Customer Service Representative to join our team in Carmichael, California. This contract position offers an exciting opportunity for individuals who excel in providing outstanding patient support in a medical office setting. The role requires strong interpersonal skills, attention to detail, and the ability to manage multiple tasks effectively.<br><br>Responsibilities:<br>• Serve as the first point of contact for patients, ensuring a welcoming and attentive experience.<br>• Manage inbound and outbound calls related to patient inquiries, appointment scheduling, and reminder notifications.<br>• Verify patient insurance details and assist with billing inquiries to ensure accurate documentation.<br>• Utilize electronic practice management systems to maintain and update patient records.<br>• Collaborate with medical staff to enhance physician efficiency and optimize clinic resources.<br>• Address patient concerns and resolve issues promptly to uphold the clinic's reputation.<br>• Perform data entry and administrative tasks using standard office equipment and software.<br>• Apply medical terminology knowledge to support accurate communication and documentation.<br>• Schedule appointments and coordinate follow-up care for patients.<br>• Uphold confidentiality standards and comply with all clinic policies and procedures.
We are looking for a dedicated Medical Customer Service Representative to join our team on a contract basis in Carmichael, California. In this role, you will provide essential support to patients and medical staff by ensuring smooth communication and high-quality service delivery. This is a permanent position offering valuable experience in a fast-paced outpatient setting.<br><br>Responsibilities:<br>• Respond promptly to patient inquiries, providing accurate information and exceptional service.<br>• Assist with scheduling appointments and managing patient calendars efficiently.<br>• Verify medical insurance details and update patient records accordingly.<br>• Handle inbound calls related to billing, scheduling, and general patient concerns.<br>• Maintain and organize medical charts, ensuring data accuracy and confidentiality.<br>• Perform reminder calls for upcoming appointments to enhance patient compliance.<br>• Utilize electronic practice management systems to streamline office operations.<br>• Collaborate with medical staff to optimize clinic workflows and patient experience.<br>• Ensure compliance with all relevant medical office policies and procedures.<br>• Operate standard office equipment and software to support daily administrative tasks.