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14 results for Customer Service Specialist in Fairfield, CA

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 clear guidance and timely assistance in a fast-paced Contract role based in San Francisco, California. This position focuses on helping callers move through application and order-related questions with confidence, ensuring information is complete and accurate from the start. The ideal candidate brings a service-minded approach, dependable daytime availability, and the ability to respond well to feedback while maintaining a strong queue presence. Responsibilities: • Assist customers by phone with questions related to applications, orders, and general service needs, providing clear next steps and helpful support. • Review customer information carefully to help ensure forms are completed accurately and submitted with all required details. • Handle inbound call volume efficiently while maintaining a thorough, patient, and solutions-focused experience for each customer. • Make outbound follow-up calls when needed to gather missing information, clarify responses, or help move requests toward completion. • Monitor open and pending cases proactively, taking action to reduce delays and keep customer applications progressing. • Enter and update customer and order information accurately within internal systems while maintaining attention to detail. • Maintain consistent on-queue coverage during scheduled hours and contribute to reliable team support throughout the day. • Apply coaching and feedback to improve call quality, strengthen first-contact resolution, and address any performance concerns promptly.
2026-08-13T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers in a fast-paced Contract position based in San Francisco, California. In this role, you will provide thoughtful assistance over the phone, help individuals complete the correct forms accurately, and work to resolve questions efficiently without making customers feel rushed. Success in this position comes from dependable attendance, strong first-contact quality, and a willingness to apply feedback to improve performance. Responsibilities: • Handle a high volume of inbound customer calls while delivering clear, courteous, and patient support • Guide customers through form completion and application questions to help ensure accurate and complete submissions • Enter customer and order information carefully into internal systems, maintaining strong attention to detail • Follow up on open or incomplete applications to reduce delays and keep requests moving forward • Manage both inbound and outbound call activity as needed to address customer needs and provide status updates • Maintain consistent on-queue availability during scheduled working hours and meet attendance expectations • Respond constructively to coaching and adjust work habits when quality concerns or service flags are identified
2026-08-20T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Customer Service RepresentativeJob DescriptionGrowing organization seeking a Customer Service Representative to provide exceptional support and resolve customer inquiries.Responsibilities<ul><li>Respond to customer calls, emails, and inquiries</li><li>Resolve complaints and service issues</li><li>Maintain customer records</li><li>Provide product and service information</li><li>Escalate complex concerns when needed</li></ul>
2026-08-07T00:00:00Z

Customer Service Representative

Calistoga, CA
onsite
Temporary / Contract
20.5865 - 23.837 USD / Hourly
We are looking for a Customer Service Representative for a Contract position based in Calistoga, California. This role supports customers, consumers, and internal teams by handling service inquiries, coordinating order-related activities, and keeping account information accurate and up to date. The ideal candidate brings strong communication skills, solid administrative ability, and a consistent focus on accuracy, responsiveness, and follow-through. Responsibilities: • Support the sales team with administrative tasks by updating customer records, maintaining account details, and organizing sales-related documentation. • Compile routine reporting, collect invoice backup, and assist with reconciliation activities to help ensure timely submission to finance partners. • Investigate account, order, and billing discrepancies and work across departments to resolve issues and maintain accurate information. • Respond to consumer questions and concerns, coordinate follow-up actions, and arrange related correspondence, product shipments, or package distribution as needed. • Partner with e-commerce and internal teams to address consumer order matters, product availability questions, and service-related issues. • Provide backup assistance for order entry, order processing, shipment coordination, and daily invoicing during peak periods or team absences. • Review incoming orders and supporting documents for completeness and accuracy, helping to resolve shipment, invoice, and account issues promptly. • Communicate clearly with customers and internal stakeholders regarding order updates, shipment status, and routine service needs. • Protect confidential company, customer, financial, and employee information by following privacy, security, and record-handling standards and escalating concerns when appropriate.
2026-08-18T00:00:00Z

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.
2026-08-03T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Customer Service AdministratorJob DescriptionSeeking a Customer Service Administrator to provide administrative support while delivering excellent customer service.Responsibilities<ul><li>Manage customer correspondence</li><li>Coordinate schedules and appointments</li><li>Enter and update customer information</li><li>Process reports and documentation</li><li>Support internal departments</li></ul>
2026-08-07T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Customer Service AdministratorJob Description:We are seeking a Customer Service Administrator to support customers, maintain accurate records, and assist with administrative functions.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Process orders and update customer accounts</li><li>Coordinate with internal departments on customer requests</li><li>Maintain CRM and customer records</li><li>Prepare reports and documentation</li></ul>
2026-08-19T00:00:00Z

Sr. Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
We are looking for an experienced Sr. Customer Service Representative to join an onsite team in San Francisco, California, supporting members with complex banking and account-related concerns. This is a Long-term Contract position suited for someone who can navigate sensitive situations with professionalism, sound judgment, and a strong service mindset. The role focuses on resolving challenging issues involving cards, transfers, account activity, and digital banking tools while delivering clear and empathetic communication. The ideal candidate brings strong banking support experience and the confidence to make fair, thoughtful decisions within established guidelines. Responsibilities: • Resolve advanced member concerns involving digital banking access, debit and credit card activity, money movement, and account-related questions. • Manage escalated interactions with calm professionalism, especially when assisting members who are upset, confused, or facing financial impact. • Review account details and available information to identify root causes, determine next steps, and provide accurate resolutions. • Apply established policies and service guidelines to decide when credits, adjustments, or exception-based resolutions are appropriate. • Partner closely with onsite leadership and internal support teams to address issues efficiently and maintain a high standard of service. • Record conversations, investigative findings, actions taken, and final outcomes with accuracy and attention to detail. • Communicate decisions clearly and confidently while balancing member satisfaction with risk awareness and operational standards. • Support ongoing service continuity by adapting to internal tools, workflows, and process updates as needed.
2026-08-19T00:00:00Z

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>
2026-08-03T00:00:00Z

Medical Customer Resolution Specialist

Sacramento, CA
remote
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a Customer Resolution Specialist to support patient and customer account needs for a Contract position based in Sacramento, California. This role focuses on delivering responsive service, resolving billing and payment questions, and guiding patients or guarantors through account balances and available payment arrangements. The ideal candidate brings strong knowledge of healthcare billing practices, payer requirements, and collection processes while maintaining accuracy, consistency, and productivity in daily work. Fully Remote! Responsibilities:• Respond to customer and patient account questions by researching billing concerns, payment activity, benefits, eligibility, authorizations, and explanations of benefits across hospital and physician billing accounts.• Review accounts to process appropriate corrections, account adjustments, and contractual reductions in accordance with payer rules and internal guidelines.• Contact patients, guarantors, or other responsible parties to secure payment on self-pay balances, establish practical payment arrangements, and address barriers that delay resolution.• Evaluate accounts for charity consideration when applicable and complete related determinations using established criteria and procedures.• Initiate transfers of qualifying balances to bad debt status when required and ensure all related account actions are documented accurately.• Maintain current knowledge of reimbursement methods, billing workflows, and payment practices for government and commercial payers to support compliant account resolution.• Meet daily performance expectations by managing assigned account volumes efficiently and recording all follow-up activities and action codes in the appropriate systems.• Apply departmental policies, procedures, and service standards consistently while supporting additional duties that contribute to overall revenue cycle operations.
2026-08-21T00:00:00Z

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
2026-08-08T00:00:00Z

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.
2026-08-14T00:00:00Z

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>
2026-08-07T00:00:00Z

Eligibility Specialist

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Eligibility SpecialistJob DescriptionMission-driven organization seeking an Eligibility Specialist to determine eligibility for public assistance and community programs.Responsibilities<ul><li>Conduct eligibility assessments</li><li>Verify applicant documentation</li><li>Maintain confidential records</li><li>Explain program requirements</li><li>Ensure compliance with regulations</li></ul>
2026-08-07T00:00:00Z