We are looking for a dedicated Customer Service Representative to join our team in Tracy, California. In this long-term contract position, you will serve as a pivotal link between customers, sales, manufacturing, and shipping operations. Your role will involve ensuring seamless communication with clients while supporting production processes to achieve timely deliveries and excellent customer satisfaction.<br><br>Responsibilities:<br>• Handle customer orders, whether received directly or through account managers, ensuring accuracy and timeliness.<br>• Place orders for materials and supplies required for production, coordinating with procurement teams.<br>• Maintain consistent communication with customers regarding order statuses, quotations, changes, confirmations, as well as addressing complaints and inquiries.<br>• Process purchase orders, manage account credits, and update customer information in company systems.<br>• Collaborate with production teams to meet delivery schedules and uphold customer expectations.<br>• Utilize organizational systems to monitor and support on-time deliveries.<br>• Manage multiple accounts for small to medium-sized customers with diverse and complex needs.<br>• Work closely with manufacturing staff to understand production processes and align customer requirements.<br>• Support sales and shipping operations to ensure smooth workflows and customer satisfaction.
We are looking for a motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will play a key part in guiding prospective students through the admissions process by providing accurate information about programs, entrance requirements, and academic standards. This is a contract-to-permanent position located in Fremont, California, offering the opportunity to make a meaningful impact on students' educational journeys.<br><br>Responsibilities:<br>• Respond promptly to inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards.<br>• Conduct follow-up with potential students who have expressed interest but have not scheduled or attended interviews.<br>• Initiate outreach to generate new leads and build relationships with prospective students.<br>• Schedule and lead interviews with students, ensuring adherence to company policies and procedures.<br>• Match program offerings to students’ goals, qualifications, and aspirations, while explaining the benefits and advantages of the institution.<br>• Act as a liaison between students and campus departments, assisting with enrollment forms and ensuring smooth transitions.<br>• Collaborate with admissions management to address student concerns and motivations effectively.<br>• Provide basic guidance and advice to students regarding program eligibility and admissions processes.<br>• Mentor students to help them identify their interests and strengths, supporting their educational decision-making.<br>• Address routine questions and concerns from students, ensuring resolution in compliance with policies and procedures.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite</strong></p><p> </p><p>Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.</p><p>You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Services Associate | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite</strong></p><p> </p><p>Our client is a leading fee-based wealth management firm known for its disciplined investment strategy and client-first approach. They are seeking a Client Service / Operations professional to support Wealth Advisors and ensure a smooth client experience.</p><p> </p><p>This role offers strong exposure to wealth management operations within a collaborative team environment. The firm provides excellent benefits including fully paid healthcare and generous PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support advisors with client service and operational needs</li><li>Assist with client onboarding and account administration</li><li>Process ACAT transfers, RMDs, and money movements</li><li>Prepare client documentation and reports</li><li>Maintain client records and respond to client inquiries</li><li>Assist with quarter-end reporting and meeting coordination</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>