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2 results for Customer Experience Specialist in Manteca, CA
- Lathrop, CA
- onsite
- Temporary / Contract
- 24 - 28 USD / Hourly
- We are looking for a customer-focused detail-oriented individual to support positive client interactions for a non-profit organization in Lathrop, California. This Long-term Contract opportunity is ideal for someone with at least 2 years of experience who can communicate clearly, resolve concerns efficiently, and deliver attentive service across email and other channels. The role suits a detail-oriented individual who is comfortable using Microsoft Office applications, applying basic math skills, and assisting both English- and Spanish-speaking customers.<br><br>Responsibilities:<br>• Respond to customer questions and service requests through email and other communication channels with professionalism and accuracy.<br>• Guide clients through routine issues, providing clear solutions that improve satisfaction and strengthen the overall customer experience.<br>• Maintain organized records of interactions, updates, and follow-up actions using standard office tools and internal tracking methods.<br>• Support Spanish-speaking customers by delivering clear communication and ensuring they receive timely assistance.<br>• Review customer information carefully, complete basic calculations when needed, and process service-related details with accuracy.<br>• Partner with internal team members to address concerns, share updates, and help create a consistent support experience.<br>• Monitor recurring customer issues and communicate trends or service gaps to help improve ongoing support processes.
- 2026-07-10T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- We are looking for a Client Services Coordinator to support a high-touch wealth management environment in Walnut Creek, California. This role is ideal for someone who enjoys building strong client relationships, coordinating detailed account activity, and ensuring a seamless service experience for high-net-worth individuals and families. The position works closely with advisors and operational partners to keep client requests moving efficiently and accurately.<br><br>Responsibilities:<br>• Work alongside Wealth Advisors to deliver responsive, personalized support for high-net-worth clients and their households.<br>• Coordinate new client setup, account establishment, and ongoing updates for a range of account structures, including retirement and trust accounts.<br>• Handle transfer requests, cash disbursements, required minimum distributions, and charitable distribution activity in a timely manner.<br>• Prepare, review, and submit custodian forms and client documents while maintaining strong attention to detail throughout each transaction.<br>• Support advisor meetings by assembling portfolio materials, organizing performance information, and helping produce quarterly client reporting.<br>• Keep client information current in Salesforce and contribute to accurate recordkeeping across service and account data.<br>• Partner with advisors, custodians, and internal support teams to resolve service requests and maintain a smooth client experience.
- 2026-07-10T00:00:00Z