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13 results for Customer Service Specialist in Fairfield, CA

Customer Service Representative

Hayward, CA
remote
Temporary / Contract
20 - 20.5 USD / Hourly
About the CompanyThe organization is a boutique importing company that has served customers for over 15 years. The company imports specialized consumable products for customers in the science, technology, electronics, pharmaceutical, and biotech sectors. With a small, collaborative team, the organization manages the import process from overseas suppliers through final delivery to customers across the U.S. Position Overview We are seeking a detail-oriented and customer-focused Customer Service Representative to support order processing, customer communication, and daily operational coordination. This role is ideal for someone who enjoys a fast-paced environment, learns new processes quickly, and is comfortable working across customers, vendors, and warehouse operations.This is a part-time remote contract opportunity with the potential for extension and possible longer-term opportunities based on business needs and performance. Key Responsibilities<ul><li>Process and enter customer orders received via email. </li><li>Serve as the primary point of contact for customer inquiries related to orders, shipments, and backorders. </li><li>Coordinate with warehouse staff to support timely and accurate order fulfillment. </li><li>Monitor open orders, backorders, and shipment updates. .</li><li>Assist with logistics coordination and trucking arrangements as needed.</li><li>Maintain accurate order records, tracking logs, and reporting.</li><li>Communicate professionally with customers, vendors, and internal team members. </li><li>Support day-to-day customer service and order operations in a collaborative small-team environment.</li></ul> Required Qualifications<ul><li>Previous experience in customer service, customer support, order entry, or order processing. </li><li>Strong written and verbal communication skills.</li><li>Strong attention to detail and organizational skills. </li><li>Ability to learn new systems and processes quickly.</li><li>Proficiency with Microsoft Outlook, Excel, and Word. </li><li>Experience using Google Sheets.</li><li>Ability to work independently in a remote environment. </li></ul> <ul><li>Preferred Qualifications</li><li>Experience in logistics, shipping, supply chain, import/export, or distribution.</li><li>Experience supporting warehouse-related order fulfillment processes.</li><li>They use QuickBooks. Relevant Experience is a plus but not required </li></ul>
2026-07-22T00:00:00Z

Customer Service Representative

Sacramento, CA
onsite
Temporary / Contract
23 - 24 USD / Hourly
We are looking for a Customer Service Representative to join our team in Sacramento, California for a Contract position. This role is ideal for someone who enjoys helping customers, resolving concerns effectively, and delivering a positive service experience in a fast-paced office setting. The position works onsite five days per week and requires strong communication skills, sound judgment, and the ability to collaborate across teams to support customer needs effectively. Responsibilities: • Handle incoming customer calls with attentive listening, thoughtful questioning, and a solution-focused approach to resolve inquiries and concerns. • Route issues to the appropriate team members when specialized support is needed, while coordinating with internal departments to address service-related matters and complaints. • Build a strong understanding of company processes and services to provide accurate information and improve overall customer support. • Partner with other business areas when needed to assist with service requests and help maintain smooth day-to-day operations. • Alert Customer Care leadership to service disruptions, workflow concerns, or recurring issues that could affect customers, partners, or internal teams. • Complete all assigned work in alignment with company policies, operational expectations, supervisory guidance, and applicable regulations. • Provide attentive support to insured individuals, injured workers, vendors, and other stakeholders with timely and respectful communication. • Contribute to a dependable onsite team environment by maintaining consistent attendance and participating fully in office-based operations five days each week.
2026-07-20T00:00:00Z

Customer Service Representative

Sacramento, CA
onsite
Temporary to Hire
28 - 31 USD / Hourly
We are looking for a Customer Service Representative to join a pharmaceutical organization in Sacramento, California for a permanent role. This position serves as a key point of contact for customers, ensuring orders, account inquiries, and service concerns are handled with accuracy and care. The ideal candidate brings a strong service mindset, thrives in a regulated environment, and can coordinate effectively across multiple internal teams to deliver timely support. Responsibilities:• Manage customer purchase orders from entry through fulfillment, ensuring information is complete, accurate, and updated in internal systems.• Partner with teams across operations, quality, production, regulatory, and logistics to address service issues and keep customers informed on progress.• Maintain organized records of customer interactions, order details, account documentation, and related communications.• Provide clear updates on inventory availability, expected delivery timing, shipment progress, and any supply constraints that may affect customer orders.• Research service concerns, order discrepancies, and customer complaints, then work toward prompt and thorough resolution.• Support the setup of new customer accounts by gathering required documentation and assisting with onboarding activities.• Follow company policies, regulatory expectations, and quality standards in every customer interaction and transaction.• Escalate product complaints, quality-related matters, adverse events, and compliance issues through the appropriate reporting channels.• Contribute to reporting efforts, customer feedback initiatives, and process improvement activities that strengthen service performance.• Build working knowledge of pharmaceutical products, service procedures, and applicable regulatory requirements to support customers effectively.
2026-07-21T00:00:00Z

Customer Resolution Specialist

Sacramento, CA
remote
Temporary / Contract
22.22 - 24 USD / Hourly
We are looking for a Customer Resolution Specialist to support patient and payer account service operations in Sacramento, California. This Long-term Contract opportunity is ideal for someone who can manage billing-related questions, account follow-up, and balance resolution with accuracy and professionalism. The person in this role will help customers understand charges, coverage, and payment options while ensuring work is completed in line with healthcare billing standards and internal procedures. Responsibilities: • Address customer questions related to hospital and billing services that require close attention to detail, including statements, payments, benefits, eligibility, and coverage details. • Review patient accounts and complete appropriate account corrections, approved adjustments, and contractual write-offs based on account findings and payer guidelines. • Follow up on self-pay balances by contacting patients, guarantors, or other responsible parties to secure payment or establish suitable payment arrangements. • Investigate and resolve account issues involving authorizations, explanations of benefits, and outstanding balance concerns across assigned accounts. • Evaluate accounts for financial assistance eligibility and complete presumptive charity reviews when applicable. • Transfer qualifying accounts for bad debt processing in accordance with departmental standards and timelines. • Maintain accurate documentation by recording account activity, action codes, and follow-up outcomes for each interaction. • Apply working knowledge of payer rules, reimbursement practices, and department procedures to ensure compliant account resolution. • Meet daily productivity expectations while managing account workload efficiently and supporting additional customer care tasks as needed.
2026-07-21T00:00:00Z

Client Operations Specialist

San Francisco, CA
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Job Title: Client Operations Specialist Location: San Francisco; HybridSalary: $75-80k + Bonus Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement. Responsibilities:<ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
2026-07-11T00:00:00Z

Client Service Specialist | Amazing Growth Option

San Francisco, CA
onsite
Permanent / Full Time
75000 - 80000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Job Title: Client Operations Specialist Location: San Francisco; HybridSalary: $75-80k + Bonus Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement. Responsibilities:<ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
2026-07-21T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
26 - 29 USD / Hourly
Customer Service AdministratorJob Description:Seeking a Customer Service Administrator to support customer inquiries, process orders, and maintain positive client relationships.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Process orders and service requests</li><li>Update customer records</li><li>Track customer issues and resolutions</li><li>Generate customer reports</li><li>Support cross-functional teams</li></ul>
2026-07-17T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
The Customer Service Administrator serves as the primary point of contact for residents, applicants, and visitors while supporting office operations.Responsibilities<ul><li>Answer phones and respond to inquiries</li><li>Provide administrative support to various departments</li><li>Track requests and follow up with customers</li><li>Maintain records and databases</li><li>Assist with special projects</li></ul>
2026-07-24T00:00:00Z

Client Services Associate

San Francisco, 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 Services Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

Client Services & Operations Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

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>
2026-07-02T00:00:00Z

Eligibility Specialist

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
The Eligibility Specialist determines eligibility for housing programs by reviewing applications, verifying income, and ensuring regulatory compliance.Responsibilities<ul><li>Review applicant documentation</li><li>Verify income, assets, and household composition</li><li>Conduct eligibility interviews</li><li>Maintain accurate records</li><li>Explain program requirements to applicants</li></ul>
2026-07-24T00:00:00Z

Client Service Associate - Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-20T00:00:00Z