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2 results for Customer Service Specialist in Manteca, CA

Customer Experience Specialist

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. Responsibilities: • Respond to customer questions and service requests through email and other communication channels with professionalism and accuracy. • Guide clients through routine issues, providing clear solutions that improve satisfaction and strengthen the overall customer experience. • Maintain organized records of interactions, updates, and follow-up actions using standard office tools and internal tracking methods. • Support Spanish-speaking customers by delivering clear communication and ensuring they receive timely assistance. • Review customer information carefully, complete basic calculations when needed, and process service-related details with accuracy. • Partner with internal team members to address concerns, share updates, and help create a consistent support experience. • Monitor recurring customer issues and communicate trends or service gaps to help improve ongoing support processes.
2026-07-10T00:00:00Z

Client Services Coordinator

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. Responsibilities: • Work alongside Wealth Advisors to deliver responsive, personalized support for high-net-worth clients and their households. • Coordinate new client setup, account establishment, and ongoing updates for a range of account structures, including retirement and trust accounts. • Handle transfer requests, cash disbursements, required minimum distributions, and charitable distribution activity in a timely manner. • Prepare, review, and submit custodian forms and client documents while maintaining strong attention to detail throughout each transaction. • Support advisor meetings by assembling portfolio materials, organizing performance information, and helping produce quarterly client reporting. • Keep client information current in Salesforce and contribute to accurate recordkeeping across service and account data. • Partner with advisors, custodians, and internal support teams to resolve service requests and maintain a smooth client experience.
2026-07-10T00:00:00Z