<p>Acts as the primary point of contact for clients, resolving inquiries and ensuring positive customer experiences.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle incoming calls, emails, or chats</li><li>Address questions, complaints, and issues</li><li>Process orders, returns, or service requests</li><li>Maintain updated customer records</li><li>Escalate complex cases to supervisors</li></ul><p><br></p>
<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 motivated and detail-oriented Customer Service Representative to join our team on a contract basis. This short-term position involves supporting a high-volume outreach project aimed at gathering essential identification data from a global customer base. This is a remote role requiring exceptional communication skills and the ability to meet performance targets in a fast-paced environment.<br><br>Responsibilities:<br>• Conduct outbound calls to customers, following established scripts and communication guidelines.<br>• Request and gather identification numbers from customers with accuracy and professionalism.<br>• Record collected data into designated tracking systems or forms.<br>• Maintain detailed and organized logs of daily call activities.<br>• Achieve daily outreach volume goals while ensuring quality interactions.<br>• Adapt to the needs of a global customer base, maintaining professionalism and cultural sensitivity.<br>• Collaborate with team members to meet project deadlines and objectives.<br>• Ensure compliance with company protocols and standards during customer interactions.<br>• Utilize provided tools and resources effectively to streamline outreach activities.
We are looking for a motivated and detail-oriented Customer Service Representative to join our team in Oakland, California. This long-term contract position involves providing exceptional support to restaurant and grocery partners, ensuring smooth onboarding, and fostering product adoption through consultative conversations. The role requires someone who excels in video-based customer interactions and thrives in a fast-paced, client-facing environment.<br><br>Responsibilities:<br>• Conduct a high volume of video calls daily, managing up to 16–20 calls lasting 20–30 minutes each, with some extended calls as needed.<br>• Handle a mix of inbound and outbound calls, including assisting grocery partners and following up with clients.<br>• Guide new customers through onboarding processes, including account setup, navigation of the ordering platform, and resolving order-related inquiries.<br>• Provide clear explanations of program details, invoices, and other materials to ensure clients have a thorough understanding.<br>• Engage in consultative conversations to identify client needs and recommend suitable package options.<br>• Deliver excellent customer service by addressing questions, offering solutions, and enhancing customer satisfaction.<br>• Adhere to established workflows for callback schedules and maintain detailed records in internal systems.<br>• Ensure all follow-up tasks are completed in a timely and organized manner.<br>• Collaborate with clients to increase adoption of platform features and maximize their experience.
<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>
We are looking for an experienced Account Manager to join our team on a contract basis in San Francisco, California. In this role, you will be responsible for delivering exceptional post-sale customer service and ensuring client satisfaction across various inquiries and processes. This position requires a strong understanding of commercial insurance, excellent communication skills, and the ability to work efficiently in a fast-paced environment.<br><br>Responsibilities:<br>• Respond to customer inquiries regarding certificates of insurance, policy changes, billing concerns, renewal timelines, and claims with accuracy and attention to detail.<br>• Manage customer issues from start to finish, including follow-ups with carriers and ensuring resolutions are communicated effectively.<br>• Demonstrate a comprehensive understanding of insurance policies, coverage options, and carrier procedures to confidently address customer questions.<br>• Document and tag interactions systematically to improve the functionality of AI tools used in operations.<br>• Identify recurring challenges, edge cases, and inefficiencies, and collaborate with internal teams to address these issues.<br>• Build trust and loyalty with customers by providing consistent, thorough, and helpful service.<br>• Coordinate with sales, customer experience teams, and other stakeholders to streamline support workflows.<br>• Utilize multiple systems simultaneously to provide timely and accurate responses during customer interactions.<br>• Monitor and report connectivity or system-related issues to ensure smooth operations.<br>• Support the improvement of processes by providing feedback to Product and Engineering teams.
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.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite</strong></p><p> </p><p>Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.</p><p>You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>