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.
<p><strong>About the Company</strong></p><p>The organization is a boutique importing company that has served customers for over 15 years. The company imports specialized consumable products for customers in the science, technology, electronics, pharmaceutical, and biotech sectors. With a small, collaborative team, the organization manages the import process from overseas suppliers through final delivery to customers across the U.S. </p><p> </p><p><strong>Position Overview </strong></p><p> </p><p>We are seeking a detail-oriented and customer-focused Customer Service Representative to support order processing, customer communication, and daily operational coordination. This role is ideal for someone who enjoys a fast-paced environment, learns new processes quickly, and is comfortable working across customers, vendors, and warehouse operations</p><p>.</p><p>This is a part-time remote contract opportunity with the potential for extension and possible longer-term opportunities based on business needs and performance. </p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Process and enter customer orders received via email. </li><li>Serve as the primary point of contact for customer inquiries related to orders, shipments, and backorders. </li><li>Coordinate with warehouse staff to support timely and accurate order fulfillment. </li><li>Monitor open orders, backorders, and shipment updates. .</li><li>Assist with logistics coordination and trucking arrangements as needed.</li><li>Maintain accurate order records, tracking logs, and reporting.</li><li>Communicate professionally with customers, vendors, and internal team members. </li><li>Support day-to-day customer service and order operations in a collaborative small-team environment.</li></ul><p> </p><p><strong>Required Qualifications</strong></p><ul><li>Previous experience in customer service, customer support, order entry, or order processing. </li><li>Strong written and verbal communication skills.</li><li>Strong attention to detail and organizational skills. </li><li>Ability to learn new systems and processes quickly.</li><li>Proficiency with Microsoft Outlook, Excel, and Word. </li><li>Experience using Google Sheets.</li><li>Ability to work independently in a remote environment. </li></ul><p> </p><ul><li>Preferred Qualifications</li><li>Experience in logistics, shipping, supply chain, import/export, or distribution.</li><li>Experience supporting warehouse-related order fulfillment processes.</li><li>They use QuickBooks. Relevant Experience is a plus but not required </li></ul><p><br></p>
<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>