Add your latest resume to match with open positions.

4 results for Senior Customer Service Specialist in Modesto, CA

Customer Service Manager

Stockton, CA
onsite
Temporary to Hire
30.4 - 35.2 USD / Hourly
We are looking for a Customer Service Manager to lead branch operations and deliver an outstanding client experience in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented banking candidate who can balance service excellence, team leadership, sales growth, and operational oversight in a financial services environment. The role will guide daily branch activity, strengthen customer relationships, and help build a high-performing team that meets business goals while maintaining strong controls and compliance standards. Responsibilities: • Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly. • Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings. • Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers. • Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment. • Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness. • Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch. • Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization. • Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture. • Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate. • Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require.
2026-04-29T00:00:00Z

Customer Service Representative

Livermore, CA
onsite
Temporary to Hire
23 - 24 USD / Hourly
Robert Half client is looking for a Customer Service Representative to join our team onsite in Livermore, California. This contract opportunity with potential for permanent employment is ideal for someone who enjoys supporting customers, coordinating with internal teams, and keeping orders moving accurately from quote to delivery. In this role, you will handle a mix of customer communication, order administration, and return processing while using business systems and reporting tools to maintain service quality and follow-through. Customer Service Representative Responsibilities:• Partner with teams such as Finance, Sales, Purchasing, Engineering, and Product Management to resolve customer needs and support day-to-day service operations.• Respond to sales-related questions, help manage delivery expectations, and participate in district sales meetings by capturing key discussion points and follow-up items.• Create customer quotations in Epicor, update existing quotes as needed, and distribute pricing details directly to customers or through the sales team.• Review special account instructions and validate order details, including shipping information, requested dates, pricing, customer part numbers, and quantities before final processing.• Track open orders using Epicor, production reporting, and status tools to help maintain on-time shipment and proactively raise concerns when commitments may be at risk.• Communicate regularly with internal contacts to clarify priorities, align on scheduling, and manage customer-requested ship and delivery dates.• Process product returns by preparing return documentation, sending required forms to customers, and monitoring each case through completion, including credit memo follow-up.• Follow established sales operations procedures and document opportunities for improvement by opening corrective action cases in Epicor when needed.• Support additional customer service and administrative tasks assigned by management to help meet department goals.• Use Microsoft Office, Power BI, and web-based portals to maintain records, communicate updates, and support reporting needs. If you are interested in this Customer Service Representative opportunity, please submit your resume today.
2026-05-01T00:00:00Z

Senior Employee Relations Specialist

Dublin, CA
onsite
Temporary / Contract
45 - 52 USD / Hourly
Long Term Contract Role (possible Contract to hire opportunity)Labor Relations Partner/Sr. ER Specialist Level Role SF Bay Area Locations: Hybrid Role - Once a Month on site in the SF Bay Area (East Bay/North Bay)Job Function Details: The Senior Employee Relations Specialist is responsible for managing complex employee relations matters and supporting a positive, compliant workplace environment. This role partners closely with HR leadership, managers, and employees to address workplace concerns, conduct investigations, and ensure consistent application of company policies and employment laws. The Employee Relations Specialist serves as a trusted advisor to leadership by providing guidance on employee relations strategies, conflict resolution, performance management, and workplace investigations.Labor Relations & Union Partnership<ul><li>Interpret and administer collective bargaining agreements (CBAs) to ensure compliance with contract provisions.</li><li>Serve as a liaison between management and union representatives to maintain effective labor-management relationships.</li><li>Participate in labor-management meetings and support ongoing union partnership initiatives.</li><li>Provide guidance to managers regarding union contract provisions and workplace practices.</li></ul>Grievance Management<ul><li>Manage and track employee grievances in accordance with the collective bargaining agreement.</li><li>Investigate grievance claims and gather relevant documentation, witness statements, and supporting evidence.</li><li>Partner with HR leadership and legal teams to prepare responses and recommendations for grievance resolution.</li><li>Participate in grievance meetings and assist with arbitration preparation when necessary.</li></ul>Workplace Investigations<ul><li>Conduct prompt, thorough, and impartial investigations into employee complaints including workplace misconduct, harassment, discrimination, and policy violations.</li><li>Interview employees and management, review documentation, and evaluate evidence.</li><li>Prepare detailed investigation reports, findings, and recommendations for HR leadership.</li></ul>Manager Coaching & Employee Relations<ul><li>Advise managers on employee relations matters including performance management, disciplinary actions, attendance issues, and workplace conflicts.</li><li>Provide guidance on progressive discipline processes in accordance with both company policy and union agreements.</li><li>Assist managers in documenting performance concerns and corrective actions.</li></ul>Policy & Compliance<ul><li>Ensure consistent application of company policies, procedures, and collective bargaining agreements.</li><li>Maintain compliance with federal, state, and local employment laws as well as labor regulations.</li><li>Partner with HR leadership to update policies and procedures as needed.</li></ul>
2026-04-30T00:00:00Z

Client Service Associate | Walnut Creek

Sunol, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. For quickest consideration, please send a message to Jennifer Fukumae on Linkedin! Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-04-18T00:00:00Z