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3 results for Customer Service 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.
2026-05-30T00:00:00Z

Client Service Associate

San Jose, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Patient Service Representative II

Newark, CA
onsite
Temporary / Contract
28.34 - 28.34 USD / Hourly
We are offering a long-term contract employment opportunity for a Patient Service Representative in Newark, CA. This role is in the healthcare industry where you will be interacting with customers and patients, managing their accounts, and handling their scheduling inquiries. What you will do: - Responds to a high-volume of incoming and outgoing telephone calls and faxed referral - Coordinates care by scheduling editing and maintaining routine patient physician appointments for new and returning patients. - Facilitates communication between the patient and the physician or clinic - Delivers expert knowledge regarding clinic-specific processes - Accurately documents and routes calls to the proper department - Identifies urgent customer needs or operational issues and escalates appropriately - Works with care teams patients and outside facilities to obtain necessary information required for care. - Communicates with the care team and support staff on various patient issues. - Obtains and updates insurance information. - Meets all regulatory and compliance standards - Delivers high-level of customer service - Follows documented protocols and guidelines - Meets and exceeds departmental quality assurance standards - Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding services - Uses functionality of the telephone system as required - Other departmental duties as assigned
2026-05-21T00:00:00Z