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5 results for Customer Service Specialist in Manteca, CA

Customer Service Representative

Hayward, CA
remote
Temporary / Contract
20 - 20.5 USD / Hourly
About the CompanyThe 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. Position Overview 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.This is a part-time remote contract opportunity with the potential for extension and possible longer-term opportunities based on business needs and performance. Key Responsibilities<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> Required Qualifications<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> <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>
2026-07-22T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. 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. Responsibilities<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 Charles Schwab 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>
2026-08-03T00:00:00Z

Customer Success Manager

Hayward, CA
onsite
Permanent / Full Time
80000 - 85000 USD / Yearly
We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements. Responsibilities:• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health
2026-08-08T00:00:00Z

Inside Sales and Customer Service Representative

Fremont, CA
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a proactive Inside Sales and Customer Service Representative to support daily customer interactions and branch coordination in California. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys balancing customer service, order processing, and sales support in a fast-paced environment. The person in this role will help ensure accurate documentation, timely follow-up, and a high standard of service for customers and internal teams. Responsibilities: • Handle incoming customer questions, service requests, and order-related concerns through phone and email with professionalism and urgency. • Prepare and distribute sales and operational paperwork such as invoices, contracts, pick documents, packing records, and return-related forms. • Take ownership of customer concerns by addressing routine issues directly and escalating more complex situations to the appropriate team members for resolution. • Coordinate closely with branch staff, outside sales partners, and operational teams to keep communication clear and service activities on track. • Provide requested records, transaction details, and supporting documentation to customers and internal locations as needed. • Monitor open issues and follow up consistently with customers and internal departments until each matter is fully resolved. • Identify service problems or unusual conditions that may affect the customer experience and communicate them to leadership promptly. • Support branch operations with occasional after-hours response needs or facility opening and closing duties when required.
2026-08-05T00:00:00Z

Client Service Associate | RIA 1B AUM

Alamo, CA
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. 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. Responsibilities<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 Charles Schwab 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>
2026-08-03T00:00:00Z