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3 results for Product Support Specialist in Fairfield, CA

Customer Service Specialist

Richmond, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Position OverviewWe're seeking a Customer Service Specialist to serve as a key point of contact for customers, providing exceptional support and ensuring a positive customer experience. This role combines customer service, account support, problem resolution, and administrative coordination. The ideal candidate is a strong communicator who enjoys helping others, can navigate multiple systems simultaneously, and thrives in a fast-paced environment. This position plays an important role in maintaining customer satisfaction, strengthening client relationships, and supporting day-to-day business operations. Day-to-Day Responsibilities<ul><li>Serve as the primary point of contact for customers via phone, email, and online inquiries.</li><li>Respond to customer questions regarding products, services, orders, billing, and account information.</li><li>Resolve customer concerns promptly while maintaining a professional and positive customer experience.</li><li>Process customer orders, requests, and account updates accurately and efficiently.</li><li>Monitor order status and communicate updates to customers.</li><li>Maintain accurate customer records and account information within company systems/ CRM.</li><li>Prepare reports and track service metrics as requested.</li><li>Build and maintain positive customer relationships through proactive communication.</li><li>Identify opportunities to improve service delivery and customer satisfaction.</li></ul>
2026-08-28T00:00:00Z

Client Service Specialist

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
Anisa Henry is partnered with a respected boutique wealth management firm with a decades-long reputation for delivering exceptional service to high-net-worth individuals, families, trusts, and institutions. In the Client Service Specialist position, you'll play a central role in supporting both the Founder and Partner while serving as a key point of contact for clients. This position offers the opportunity to work in a highly collaborative, relationship-driven environment where every team member makes a meaningful impact. Ideal for someone who thrives in a client-focused setting, this role combines operational support, relationship management, and exposure to sophisticated wealth management services within a stable, close-knit firm committed to long-term success and personalized client care. Benefits:<ul><li>401(k) Safe Harbor Plan (4%)</li><li>MDV (125 Plan)</li><li>2 weeks PTO, 1 week sick time </li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Exception Services Specialist

Novato, CA
onsite
Temporary / Contract
28 - 29 USD / Hourly
We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support. Responsibilities: • Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution. • Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections. • Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling. • Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner. • Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data. • Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations. • Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling. • Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels. • Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
2026-09-08T00:00:00Z