<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>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>
<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 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>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
<p><strong>Order Processing Specialist</strong></p><p><strong>About the Role:</strong></p><p>We’re seeking an Order Processing Specialist to handle high-volume order fulfillment and customer data management.</p><p><strong>Responsibilities:</strong></p><ul><li>Validate, process, and track customer orders</li><li>Communicate with customers regarding order status</li><li>Liaise with warehouse and shipping teams</li><li>Maintain databases and report on order metrics</li></ul>
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.
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.