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7 results for Customer Experience Specialist in Lathrop, CA
- Tracy, CA
- onsite
- Temporary / Contract
- 20 - 21 USD / Hourly
- We are looking for a Customer Service Representative to support customer accounts and help coordinate order activity for a Long-term Contract position in Tracy, California. In this role, you will serve as a key point of contact for clients, manage order-related communication, and work closely with sales, production, and shipping teams to keep commitments on track. This position is well suited for someone who is comfortable in a manufacturing setting and can balance accuracy, responsiveness, and strong customer care.<br><br>Responsibilities:<br>• Receive and enter customer orders submitted by clients or internal account representatives, ensuring complete and accurate information.<br>• Communicate with customers about pricing requests, order updates, revisions, confirmations, and service concerns in a careful and timely manner.<br>• Create and process purchase orders for materials and supplies needed to support production schedules.<br>• Maintain customer account records, update key data in internal systems, and assist with credit-related transactions when needed.<br>• Partner with manufacturing and shipping teams to help coordinate production timing and support on-time delivery performance.<br>• Monitor multiple small- to mid-sized customer accounts with varying levels of complexity while maintaining service quality.<br>• Respond to questions and resolve issues by coordinating with internal departments to keep customers informed and supported.
- 2026-11-09T00:00:00Z
- Stockton, CA
- onsite
- Temporary / Contract
- 15.8365 - 18.337 USD / Hourly
- We are looking for an experienced Customer Service Representative to support clients in Stockton, California through responsive, detail-oriented service in a fast-paced banking environment. This Long-term Contract position is ideal for someone who enjoys handling customer inquiries, maintaining accurate account records, and using sound judgment when addressing sensitive requests. The right candidate will be comfortable working with phone-based interactions and digital tools while delivering dependable support to business clients.<br><br>Responsibilities:<br>• Manage incoming and outgoing customer calls, providing timely assistance and clear follow-up on service-related questions.<br>• Record client interactions accurately in the organization’s system, including notes, status updates, and scheduled follow-up activities.<br>• Maintain customer records by updating account details and routing issues to the appropriate internal contact when additional support is needed.<br>• Assist with order entry and related service requests while ensuring information is complete and processed correctly.<br>• Use spreadsheets, shared calendars, video conferencing platforms, and web-based applications to coordinate daily customer service tasks.<br>• Recognize situations involving confidential or sensitive information and guide clients to approved secure submission methods when necessary.<br>• Escalate inquiries related to pricing, approvals, funding, or other specialized matters to the proper team for resolution.
- 2026-11-11T00:00:00Z
- San Leandro, CA
- onsite
- Temporary / Contract
- 25 - 27 USD / Hourly
- <p>We are hiring a Customer Service Representative to support customers by resolving inquiries and delivering exceptional service.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, and chat</li><li>Process orders and account updates</li><li>Research and resolve customer issues</li><li>Maintain accurate records in CRM systems</li><li>Collaborate with internal teams to meet customer needs</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 70000 - 90000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000 - 100000 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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 <strong>Charles Schwab</strong> 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><p><br></p>
- 2026-11-06T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- 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 Long-term Contract position based in San Leandro, California. This role will help keep daily department operations organized by managing routine tasks, supporting communication, and assisting with document and spreadsheet work. The ideal candidate is dependable, detail-oriented, and comfortable working onsite in a manufacturing environment while adapting to shifting priorities and team needs.<br><br>Responsibilities:<br>• Coordinate day-to-day administrative activities such as organizing records, entering information accurately, and managing written communications.<br>• Support the customer service team by taking on routine and overflow assignments so core staff can focus on higher-priority work.<br>• Create, update, and format business documents using Microsoft Word to ensure materials are clear and professionally prepared.<br>• Maintain and revise spreadsheets in Microsoft Excel to track information, organize data, and support reporting needs.<br>• Use Microsoft Outlook to manage emails, schedule-related tasks, and assist with timely follow-up communication.<br>• Help improve departmental workflow by staying responsive to requests and contributing to efficient task completion.<br>• Collaborate with team members across the department and provide assistance wherever additional support is needed.
- 2026-10-30T00:00:00Z