19 Results for Customer Service Manager Jobs in Fairfield, CA

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Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

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
2026-09-15T00:00:00Z

Customer Service Specialist

Oakland, CA
onsite
Temporary / Contract
26 - 29 USD / Hourly
Customer Service SpecialistBrief Job Description:The Customer Service Specialist provides support to customers by answering questions, resolving issues, processing requests, and delivering a positive service experience.Responsibilities:<ul><li>Respond to customer inquiries by phone, email, or chat</li><li>Resolve issues related to orders, billing, products, or services</li><li>Document customer interactions in CRM or ticketing systems</li><li>Escalate complex issues to appropriate departments</li><li>Process returns, refunds, or service requests as needed</li><li>Maintain service quality and meet response-time goals</li></ul>
2026-09-25T00:00:00Z

Customer Service Representative

Brisbane, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
Our client, a well-established and growing logistics company in Brisbane, is seeking a Customer Service Representatives for a contract-to-hire opportunity. This role is ideal for a customer-focused professional who brings a strong service background, a positive attitude, and a genuine desire to learn and grow within a business. You’ll join a fast-paced environment where teamwork, adaptability, and a commitment to delivering excellent support are highly valued. Responsibilities: <ul><li>Delivering exceptional customer service via phone, email, and other communication channels. </li><li>Responding to customer inquiries, resolving issues, and ensuring a high-quality client experience. </li><li>Assisting with order management, shipment updates, and service-related requests. </li><li>Partnering with internal teams to support daily logistics and customer operations. </li><li>Maintaining accurate records and updating customer information in internal systems.</li><li>Supporting administrative tasks and contributing to overall team success. </li></ul>
2026-10-05T00:00:00Z

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 professionalism, accuracy, and a helpful approach in San Francisco, California. This is a Contract position for someone who can create a positive experience on every interaction while managing inquiries efficiently and thoroughly. The ideal candidate is dependable during scheduled hours, communicates clearly, and takes feedback well to continuously improve performance. Responsibilities: • Respond to incoming customer calls and messages with patience, clarity, and a service-focused attitude. • Guide customers through questions, applications, or order-related needs to help them complete the correct forms accurately the first time. • Record customer details and enter information carefully to maintain complete and accurate documentation. • Follow up on outstanding items to reduce delays and keep customer requests moving toward resolution. • Handle both inbound and outbound communication as needed to provide updates, gather missing information, and resolve issues. • Remain available and engaged during assigned queue hours, maintaining consistent attendance and dependable coverage. • Apply coaching and feedback to improve call quality, accuracy, and overall customer satisfaction.
2026-10-07T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for a Customer Service Representative to support customers with professionalism, accuracy, and a helpful approach in San Francisco, California. This is a Contract position suited for someone who can create a positive customer experience by listening carefully, resolving questions efficiently, and ensuring each interaction moves applications or requests forward. The ideal candidate is dependable during scheduled hours, communicates clearly, and takes feedback well while maintaining strong service standards. Responsibilities: • Respond to inbound customer calls and provide clear, courteous assistance tailored to each inquiry. • Make outbound calls when follow-up is needed to gather missing details, clarify next steps, or help customers complete requests. • Enter orders, applications, and customer information accurately to support a high rate of complete submissions on the first review. • Guide customers through required forms and documentation so they understand what is needed without feeling pressured. • Monitor open and pending cases proactively and take action to reduce delays or incomplete submissions. • Maintain consistent availability during assigned shift hours and remain ready to assist customers throughout the day. • Apply coaching and performance feedback constructively to improve call handling, accuracy, and overall service quality.
2026-10-14T00:00:00Z

Customer Service Representative

Dublin, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
We are looking for a Customer Service Representative to support member interactions for a Contract position in Dublin, California. This role is ideal for someone who enjoys delivering attentive service, resolving questions efficiently, and creating a positive experience across phone and in-person interactions. The position requires strong communication, sound judgment, and the ability to document details accurately while managing a steady volume of inquiries. Experience in a call center as well as experience working within the dental industry or insurance industry is strongly preferred. Customer Service Representative Responsibilities:• Deliver responsive support to members by phone and in person, ensuring each interaction is handled professionally and courteously.• Assess customer concerns, gather the right details, and provide clear, accurate answers or practical next steps.• Assist walk-in members with health and welfare-related questions, offering service that is helpful, respectful, and efficient.• Record conversations, inquiries, and outcomes thoroughly to maintain accurate service documentation.• Manage inbound call activity effectively to help maintain a high answer-rate standard for the team.• Recognize situations that require additional attention and route complex or sensitive matters to a supervisor promptly.• Complete administrative and service-related support tasks assigned by leadership to help daily operations run smoothly. If you are interested in this Customer Service Representative role, please apply today!
2026-10-14T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for a Customer Service Representative to join our team in San Francisco, California on a Contract basis. In this role, you will support customers by providing clear guidance, addressing questions thoroughly, and helping each interaction move forward efficiently. The ideal candidate brings a service-focused approach, maintains dependable queue coverage, and contributes to a smooth application and support experience for every customer. Responsibilities: • Assist customers through inbound and outbound interactions, offering clear direction and ensuring they understand next steps without feeling rushed. • Handle customer inquiries with accuracy and completeness, gathering the right information and providing well-informed responses on the first interaction whenever possible. • Enter and update order or application details carefully to reduce delays, minimize incomplete submissions, and keep records current. • Monitor open cases and follow up proactively so pending items continue moving toward resolution instead of remaining stalled. • Maintain consistent availability during scheduled hours, including reliable on-queue presence and timely attendance. • Respond constructively to feedback, adjust performance based on coaching, and apply guidance to improve service quality. • Support call center operations by documenting conversations thoroughly and escalating issues appropriately when additional assistance is needed.
2026-10-14T00:00:00Z

Customer Service Representative

Ross, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
We are looking for a Customer Service Representative to support an upcoming event through a Contract assignment. This role is ideal for someone who enjoys engaging with people, representing a brand effectively, and delivering a positive customer experience in a fast-paced setting. The selected candidate will help create a welcoming booth environment, respond to attendee questions, and capture customer interest with accuracy and care. Responsibilities: • Prepare the event booth before opening by organizing materials, arranging displays, and ensuring the space is ready for visitors. • Represent the company at the trade event by welcoming attendees and creating a friendly, positive first impression. • Share clear and accurate information about the company’s products, service locations, and general offerings. • Respond to customer questions about item availability and help guide visitors to appropriate solutions. • Gather attendee details, requests, and follow-up needs with careful attention to accuracy and completeness. • Coordinate product sample requests with the appropriate teams and keep supporting records well organized. • Support event operations throughout the assignment, including booth coverage during event hours and breakdown at the close of the event. • Build positive connections with customers and prospective clients by providing attentive, high-quality service at every interaction.
2026-10-13T00:00:00Z

Client Service Associate

San Mateo, 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 | REMOTE 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 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.
2026-10-07T00:00:00Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Our client, a highly respected independent wealth management firm, is seeking a Client Service Associate to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice. As a Client Service Associate, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment. Key Responsibilities<ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-29T00:00:00Z

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>
2026-10-05T00:00:00Z

Patient Service Representative

Sacramento, CA
remote
Temporary / Contract
24 - 25 USD / Hourly
We are seeking an experienced Patient Access Representative with a preferred background in Radiology and Cardiology Imaging Scheduling to join our growing healthcare team. This role is responsible for coordinating complex imaging appointments, verifying insurance coverage and eligibility, obtaining required authorizations, and delivering exceptional customer service to patients, providers, and clinical staff.The ideal candidate thrives in a fast-paced, high-volume environment, possesses strong knowledge of imaging workflows and scheduling protocols, and is highly proficient in Epic. This position requires excellent communication skills, attention to detail, and the ability to balance Key Responsibilities<ul><li>Schedule radiology and cardiology imaging procedures in accordance with clinical protocols and provider requirements.</li><li>Manage high-volume inbound and outbound calls with patients, providers, and healthcare facilities.</li><li>Verify insurance eligibility, benefits, and coverage prior to scheduling services.</li><li>Obtain and track prior authorizations to ensure timely patient care and reimbursement.</li><li>Collect and review patient demographic, clinical, and financial information for accuracy.</li><li>Coordinate with physicians, clinical staff, and revenue cycle teams to resolve scheduling and authorization issues.</li><li>Educate patients regarding appointment preparation, financial responsibilities, and required documentation.</li><li>Maintain accurate patient records and documentation within Epic.</li><li>Adhere to HIPAA regulations and organizational policies regarding patient confidentiality.</li><li>Meet departmental productivity, quality, and customer service performance metrics.</li></ul>
2026-10-13T00:00:00Z

Patient Service Representative

Sacramento, CA
remote
Temporary / Contract
24 - 25 USD / Hourly
We are seeking an experienced Patient Access Representative with a preferred background in Radiology and Cardiology Imaging Scheduling to join our growing healthcare team. This role is responsible for coordinating complex imaging appointments, verifying insurance coverage and eligibility, obtaining required authorizations, and delivering exceptional customer service to patients, providers, and clinical staff.The ideal candidate thrives in a fast-paced, high-volume environment, possesses strong knowledge of imaging workflows and scheduling protocols, and is highly proficient in Epic. This position requires excellent communication skills, attention to detail, and the ability to balance productivity, accuracy, and patient satisfaction. Key Responsibilities<ul><li>Schedule radiology and cardiology imaging procedures in accordance with clinical protocols and provider requirements.</li><li>Manage high-volume inbound and outbound calls with patients, providers, and healthcare facilities.</li><li>Verify insurance eligibility, benefits, and coverage prior to scheduling services.</li><li>Obtain and track prior authorizations to ensure timely patient care and reimbursement.</li><li>Collect and review patient demographic, clinical, and financial information for accuracy.</li><li>Coordinate with physicians, clinical staff, and revenue cycle teams to resolve scheduling and authorization issues.</li><li>Educate patients regarding appointment preparation, financial responsibilities, and required documentation.</li><li>Maintain accurate patient records and documentation within Epic.</li><li>Adhere to HIPAA regulations and organizational policies regarding patient confidentiality.</li><li>Meet departmental productivity, quality, and customer service performance metrics.</li></ul>
2026-09-25T00:00:00Z

Account Manager

Stockton, CA
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for a client-focused Account Manager to support commercial insurance accounts in Stockton, California. This permanent opportunity is a Contract position with potential for permanent placement and is ideal for someone who brings insurance knowledge, strong relationship-building skills, and a proactive approach to service. The person in this role will work closely with clients, carrier partners, and internal colleagues to keep accounts organized, responsive, and moving forward efficiently. Responsibilities: • Oversee a book of commercial insurance business and serve as a primary point of contact for client account needs. • Guide clients through renewals, coverage updates, endorsements, and certificate requests with accuracy and urgency. • Address incoming questions promptly, provide clear follow-up, and deliver dependable day-to-day account support. • Partner with insurance carriers and internal team members to resolve service issues and support policy-related activity. • Keep client files and policy documentation current, complete, and well organized within internal systems. • Track policy timelines and upcoming expiration dates to help ensure a smooth and timely renewal cycle. • Build lasting client relationships by delivering attentive service and understanding each client’s business needs. • Contribute to administrative and account coordination tasks as needed to support overall team operations.
2026-09-25T00:00:00Z

Supply Chain Manager

Livermore, CA
onsite
Permanent / Full Time
200000 - 220000 USD / Yearly
We are looking for an experienced Supply Chain Manager to lead procurement, material planning, and supply continuity efforts for a manufacturing operation in Livermore, California. This role will guide a high-performing team, strengthen supplier partnerships, and support sound commercial decisions that improve cost, quality, and service. The ideal candidate brings strong leadership, analytical judgment, and the ability to work cross-functionally with technical and business stakeholders. Responsibilities: • Lead supply chain, procurement, and material planning activities to maintain reliable product flow and support manufacturing performance. • Direct and develop leaders and team members across the function, setting priorities, improving accountability, and building organizational capability. • Negotiate supplier agreements and commercial terms while balancing cost, quality, delivery, and long-term business needs. • Evaluate supplier performance, inventory trends, and operational data to identify risks and recommend effective corrective actions. • Partner closely with Engineering, Operations, Quality, Finance, Legal, and senior leadership to align sourcing decisions with company objectives. • Oversee supply risk mitigation strategies, including contingency planning and actions to reduce disruptions across the supplier base. • Prepare clear recommendations and presentations for leadership using financial, operational, and supplier insights. • Drive continuous improvement initiatives within procurement and supply chain processes, including lean practices, value analysis, and broader functional transformation efforts.
2026-10-09T00:00:00Z

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
2026-09-15T00:00:00Z

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>
2026-09-11T00:00:00Z

Membership Manager

Oakland, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
Membership ManagerBrief Job Description:The Membership Manager oversees membership recruitment, retention, engagement, and service to support organizational growth and member satisfaction.Responsibilities:<ul><li>Develop and manage membership outreach and retention efforts</li><li>Serve as the primary contact for member inquiries and concerns</li><li>Track membership renewals, applications, and database accuracy</li><li>Coordinate member events, communications, and benefits</li><li>Analyze membership trends and prepare performance reports</li><li>Collaborate with marketing and leadership on engagement strategies</li></ul>
2026-09-25T00:00:00Z

19 results for Customer Service Manager in Fairfield, CA