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3 results for Customer Experience Specialist in Manteca, CA

Customer Service Manager

Modesto, CA
onsite
Permanent / Full Time
62000 - 70000 USD / Yearly
We are looking for a Customer Service Manager to lead branch service operations in Modesto, California while creating a positive experience for both customers and team members. This role combines day-to-day operational oversight with staff coaching, compliance support, and relationship building within the local community. The ideal candidate brings strong judgment, a service-first mindset, and the ability to keep branch activities running accurately, securely, and efficiently. Responsibilities: • Direct daily branch activities to ensure teller services, cash handling, and customer support functions operate smoothly and accurately. • Step in to assist frontline employees with service requests and transactions during busy periods to maintain an efficient customer experience. • Review branch activity for adherence to internal policies, operating standards, and regulatory expectations, taking action when gaps are identified. • Authorize customer and operational transactions within assigned approval limits while maintaining sound risk awareness. • Perform routine control checks and pre-audit reviews to reduce exposure, improve operational discipline, and support examination readiness. • Guide, coach, and develop branch employees through training, one-on-one feedback, and ongoing reinforcement of service and accuracy standards. • Manage hiring support, onboarding efforts, scheduling, and retention activities to sustain a strong and dependable team. • Address escalated customer issues with professionalism, follow through on resolutions, and strengthen long-term client relationships. • Recommend deposit and consumer or business banking solutions based on customer needs and contribute to branch growth through community and business development efforts. • Help maintain and improve branch procedures, participate in assigned initiatives, and uphold a secure environment that protects confidential information.
2026-06-08T00:00:00Z

Client Service Coordinator | 1 day Onsite

Concord, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Robert Half is partnering with a well-established and growing Registered Investment Advisory (RIA) firm in Walnut Creek that is expanding its team due to continued growth and success. Conveniently located just steps from BART, this is an excellent opportunity for a Client Service Associate who enjoys building client relationships, supporting advisors, and being part of a collaborative, client-focused culture. Key responsibilities include:• Partner closely with Wealth Advisors to provide exceptional service to high-net-worth clients and their families• Lead client onboarding, account opening, and account maintenance activities across a variety of account types, including retirement and trust accounts• Manage ACAT transfers, money movement requests, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions (QCDs)• Prepare and process custodian paperwork, client documentation, and account-related transactions with a high degree of accuracy• Coordinate client communications and serve as a primary point of contact for service-related requests• Assist with portfolio review preparation, performance reporting, and quarter-end client deliverables• Maintain accurate client records within Salesforce and support ongoing data integrity initiatives• Collaborate with advisors, custodians, and internal teams to ensure a seamless client experience
2026-06-18T00:00:00Z

Client Service Associate | UHNW

San Ramon, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access A wealth management firm is seeking a highly relationship-driven Client Service Associate to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving. What You’ll Do:<ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-06-19T00:00:00Z