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16 results for Customer Service Specialist in Fairfield, CA

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.
2026-06-30T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
24 - 28 USD / Hourly
Customer Service RepresentativeJob Description:We are looking for a Customer Service Representative to serve as the primary point of contact for customers, providing product or service information and resolving issues efficiently. This role is ideal for someone who is empathetic, solutions-oriented, and service-driven.Responsibilities:<ul><li>Answer incoming calls, emails, and chat inquiries from customers</li><li>Resolve customer concerns related to orders, billing, accounts, or services</li><li>Document interactions in CRM or ticketing systems</li><li>Escalate complex issues to the appropriate team members</li><li>Maintain a high level of professionalism and customer satisfaction</li></ul>
2026-07-02T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
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. Responsibilities:<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>
2026-06-05T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Contract assignment in San Leandro, California. This short-term opportunity is ideal for someone who is organized, adaptable, and comfortable working onsite in a manufacturing environment. In this role, you will help keep daily department activities running smoothly so core team members can stay focused on priority initiatives. Responsibilities: • Support day-to-day office and customer service activities by managing routine administrative work and maintaining organized records. • Prepare, update, and format business documents, emails, and spreadsheets using Microsoft Outlook, Word, and Excel. • Assist the customer service team with overflow assignments and follow-up tasks to improve response times and workflow efficiency. • Enter and maintain accurate information in department files, trackers, and other internal documentation. • Coordinate communications with internal contacts and external parties as needed to keep requests moving forward. • Contribute to a cooperative team environment by stepping in where needed and adjusting to changing daily priorities.
2026-06-29T00:00:00Z

Customer Success Specialist

Rohnert Park, CA
onsite
Temporary / Contract
23 - 27 USD / Hourly
We are looking for a Customer Success Specialist to join a wholesale distribution team in Rohnert Park, California. This Long-term Contract position is ideal for someone who enjoys balancing customer communication, shipment coordination, and hands-on administrative support in a fast-moving environment. The role focuses on preparing client materials, keeping distribution activities organized, and ensuring questions from customers are handled promptly and professionally. Responsibilities: • Assemble and prepare sample packages for client and prospect requests, making sure each shipment is complete, accurate, and professionally presented. • Coordinate outgoing deliveries by arranging packaging, shipment processing, and tracking activities to support on-time distribution. • Maintain detailed records of orders, shipment activity, and customer interactions so information remains current and easy to access. • Monitor stock levels for sample kit components and request replenishment materials before supplies run low. • Answer inbound customer calls and emails, resolve routine questions, and direct more complex matters to the appropriate team members. • Work closely with internal partners to support smooth fulfillment of requests and a consistent customer experience. • Review shipping and packaging details carefully to reduce errors and support quality service standards.
2026-06-17T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. 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.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-06-25T00:00:00Z

Client Service Analyst

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 Analyst | 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.
2026-06-26T00:00:00Z

Member Services Representative

Sacramento, CA
onsite
Temporary / Contract
20 - 22 USD / Hourly
Position SummaryThe Member Services Representative serves as the primary point of contact for members. You will provide friendly, accurate, and timely assistance with inquiries, membership processes, program information, and issue resolution — all while delivering a positive experience in a mission-driven educational setting.Key Responsibilities<ul><li>Serve as the first point of contact for members via phone, email, and in-person interactions, answering questions about membership benefits, programs, services, policies, and resources.</li><li>Assist members with enrollment, registration, renewals, updates, and related processes in a clear and supportive manner.</li><li>Provide information and guidance on educational programs, events, workshops, and available resources in both English and Spanish.</li><li>Listen to member concerns, resolve issues empathetically and efficiently, and escalate complex matters when necessary.</li><li>Maintain accurate and confidential member records and databases.</li><li>Collaborate with internal teams to ensure members receive timely and consistent support.</li><li>Help promote member engagement by sharing relevant information about programs and opportunities.</li><li>Perform general administrative duties related to member services, such as data entry, correspondence, and documentation.</li><li>Contribute to a welcoming, professional, and supportive environment for all members and visitors.</li></ul>
2026-06-30T00:00:00Z

Customer Support

Oakland, CA
onsite
Temporary / Contract
20 - 25 USD / Hourly
Key Responsibilities<ul><li>Respond to customer inquiries in a timely and professional manner</li><li>Troubleshoot and resolve product, service, or account-related issues</li><li>Document interactions accurately in customer service or CRM systems</li><li>Escalate complex concerns to the appropriate internal teams</li><li>Provide customers with accurate information regarding products, services, or processes</li><li>Follow up on open issues to ensure resolution and customer satisfaction</li><li>Support service quality goals and contribute to a positive team environment</li></ul>
2026-06-16T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
23 - 27 USD / Hourly
Customer Service AdminJob Description:We are hiring a Customer Service Admin to provide administrative and customer support to ensure efficient daily operations. This position combines customer communication with clerical and scheduling responsibilities.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Maintain customer records, files, and service documentation</li><li>Assist with scheduling, reporting, and data entry tasks</li><li>Support order tracking, invoicing, and issue resolution</li><li>Collaborate with internal departments to ensure customer satisfaction</li></ul>
2026-07-02T00:00:00Z

Order Entry Specialist

Oakland, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Order Entry SpecialistJob Description:We are seeking an Order Entry Specialist to accurately process customer orders, maintain order records, and support timely fulfillment. This role requires strong attention to detail, data entry accuracy, and the ability to work in a fast-paced environment.Responsibilities:<ul><li>Enter customer orders into internal systems with accuracy and timeliness</li><li>Review orders for completeness, pricing, and product availability</li><li>Coordinate with sales, customer service, and warehouse teams to resolve order issues</li><li>Update order status and communicate changes to customers or internal teams</li><li>Maintain accurate records of transactions, returns, and adjustments</li></ul>
2026-07-02T00:00:00Z

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

Client Service Associate | White-Glove Client Experience Mee

Oakland, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Looking to take your wealth management career beyond the traditional client service role? This is an opportunity to join a highly respected boutique advisory firm that partners with founders, elite investors, and billionaire multi-generational families to build and operate sophisticated single-family offices. 100% Remote (Hybrid office option available in San Francisco)Competitive Base + Discretionary Bonus (15–30%)Unlimited PTO | 401(k) Match | Excellent Benefits This isn't just another client service position.You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.
2026-06-26T00:00:00Z

Client Service Associate | UHNW

San Ramon, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access A wealth management firm is seeking a highly relationship-driven Client Service Associate to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving. What You’ll Do:<ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-06-19T00:00:00Z

Client Service Associate, Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | 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.
2026-07-02T00:00:00Z

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.
2026-06-10T00:00:00Z