13 results for Client Service Associate Wealth Management in Mountain View, CA

Client Services Representative

San Diego, CA
onsite
Temporary
22 - 24 USD / Hourly
About the Company: Our client, a reputable and growing insurance firm, is seeking a Client Service Associate to join their team. This organization prides itself on delivering exceptional customer service and tailored insurance solutions to individuals and businesses.Position Overview: The Client Service Associate will be responsible for supporting clients, agents, and internal teams by ensuring a seamless service experience. This role is ideal for someone who is detail-oriented, customer-focused, and thrives in a fast-paced, client-driven environment.Key Responsibilities:<ul><li>Serve as a primary point of contact for client inquiries via phone, email, and in person</li><li>Assist clients with policy questions, coverage details, and account updates</li><li>Process policy changes, endorsements, renewals, and cancellations</li><li>Prepare and distribute insurance documents, certificates, and correspondence</li><li>Support agents and account managers with administrative and client service tasks</li><li>Maintain accurate and up-to-date client records in agency management systems</li><li>Follow up on outstanding documentation and ensure timely resolution of client requests</li><li>Ensure compliance with company policies and insurance regulations</li><li>Assist with billing inquiries and payment processing as needed</li></ul>
2026-04-03T00:00:00Z

Customer Success Specialist

San Diego, CA
onsite
Temporary
20 - 20 USD / Hourly
About the Organization:Our client is a mission-driven nonprofit committed to supporting underserved populations. They are seeking a proactive Customer Success Specialist to ensure clients and partners achieve meaningful outcomes through the organization’s programs and services. This role transitions to hybrid (3 days remote, 2 days in office) after the first six months of onsite work. Role Overview:The Customer Success Specialist is responsible for building strong relationships with clients and stakeholders, providing guidance and support, and ensuring satisfaction with the organization’s offerings. This role combines problem-solving, communication, and data tracking to drive positive client outcomes and strengthen engagement.Key Responsibilities:<ul><li>Onboard and guide clients through programs, services, or initiatives.</li><li>Act as a trusted resource, addressing client questions, concerns, and feedback.</li><li>Monitor client engagement and satisfaction, identifying opportunities to enhance experiences.</li><li>Collaborate with internal teams to resolve challenges and implement solutions.</li><li>Maintain accurate records in CRM or database systems for reporting and analysis.</li><li>Contribute to process improvements to enhance client success and retention.</li></ul>
2026-04-03T00:00:00Z

Customer Success Specialist

San Diego, CA
onsite
Temporary
19 - 20 USD / Hourly
We are looking for a Customer Success Specialist for our non-profit organization to provide outstanding support to individuals seeking assistance and information about our programs. This role interacts regularly with clients, community members, and service partners via phone, email, and in-person, utilizing empathy and strong communication skills to connect people with resources and ensure a positive experience. Key Responsibilities:<ul><li>Respond to inquiries from clients and community stakeholders, offering information about the non-profit’s services and programs.</li><li>Assess needs and provide referrals to appropriate community resources.</li><li>Maintain accurate records of client interactions and service requests.</li><li>Ensure compliance with privacy, confidentiality, and organizational procedures.</li><li>Contribute to process improvements and training to support service delivery.</li><li>Assist with outreach and program promotion efforts as needed.</li><li>Collaborate effectively with internal teams and external partners to resolve issues and enhance client outcomes.</li><li>Handle difficult or sensitive client situations with professionalism and compassion.</li></ul>
2026-04-01T00:00:00Z

Customer Service Representative

Oceanside, CA
onsite
Temporary
22 - 26 USD / Hourly
Not all customer service roles are created equal. Some are transactional. Others are relationship-driven, problem-solving, and central to how a company builds trust with its customers.Our client, a growing consumer-focused brand, is seeking a Customer Service Representative who understands that every interaction is an opportunity to strengthen the customer experience. This role goes beyond answering questions — it’s about owning conversations, resolving challenges thoughtfully, and representing the brand with professionalism and clarity. Key Responsibilities<ul><li>Manage inbound customer inquiries via phone, email, and chat</li><li>Resolve issues related to orders, products, and account support</li><li>Maintain detailed CRM records and customer interaction history</li><li>Collaborate cross-functionally with operations and logistics teams</li><li>Identify trends in customer feedback and escalate when needed</li><li>Deliver a high-quality, solution-oriented customer experience</li></ul>
2026-03-27T00:00:00Z

Customer Service Representative

San Diego, CA
onsite
Temporary
20 - 22 USD / Hourly
Our client is a respected nonprofit organization dedicated to making a positive impact in the community. They are seeking a compassionate and solutions-oriented Customer Service Representative to join their mission-driven team and serve as the first point of contact for individuals seeking support and information. Key Responsibilities:<ul><li>Provide professional and empathetic support to donors, beneficiaries, and community partners via phone, email, and in-person interactions</li><li>Address inquiries, resolve concerns, and ensure a positive experience for all stakeholders</li><li>Maintain accurate records of interactions and process documentation with attention to confidentiality</li><li>Assist with donation processing, event registration, and information dissemination</li><li>Collaborate with program teams to escalate and resolve complex issues</li><li>Maintain up-to-date knowledge of organizational programs, services, and resources</li><li>Uphold the organization’s values with every interaction</li></ul>
2026-04-03T00:00:00Z

Customer Service Representative

San Diego, CA
onsite
Temporary
20 - 22 USD / Hourly
Our client is a reputable organization seeking a proactive and personable Customer Service Representative to join their team. This role is ideal for an individual who excels at communicating with customers, resolving issues efficiently, and delivering outstanding service in a fast-paced environment. Key Responsibilities:<ul><li>Provide prompt and courteous customer support via phone, email, and chat</li><li>Address customer inquiries, resolve complaints, and ensure positive experiences</li><li>Maintain accurate records of interactions, transactions, and feedback</li><li>Collaborate with team members and other departments to solve customer concerns</li><li>Assist with order processing, returns, and account management</li><li>Stay informed about products, services, and company policies</li><li>Uphold confidentiality and professionalism in all customer interactions</li></ul>
2026-03-31T00:00:00Z

Customer Service Representative

San Diego, CA
onsite
Temporary
20 - 21 USD / Hourly
About the Role Robert Half is partnering with a mission-driven nonprofit organization seeking a compassionate and detail-oriented Customer Service Representative. This role is ideal for someone who is passionate about making a difference in the community while delivering exceptional service and support.You’ll serve as a key point of contact for clients, providing information, resolving inquiries, and ensuring a positive experience for individuals seeking assistance.Key Responsibilities<ul><li>Provide high-quality customer service via phone, email, and in person</li><li>Respond to client inquiries and provide accurate information about programs and services</li><li>Assist with intake processes, documentation, and data entry</li><li>Maintain and update client records in internal systems</li><li>Route inquiries to appropriate departments as needed</li><li>Support scheduling and coordination of services</li><li>Handle sensitive information with professionalism and confidentiality</li></ul>
2026-03-18T00:00:00Z

Customer Service Representative

San Marcos, CA
onsite
Temporary
21 - 25 USD / Hourly
In healthcare, communication is not just about efficiency — it’s about clarity, empathy, and trust. A respected healthcare organization is hiring a Customer Service Representative to support patient coordination and administrative communication. This role is ideal for someone who can balance professionalism, empathy, and accuracy while working in a structured, fast-paced environment. Key Responsibilities<ul><li>Handle patient inquiries, scheduling, and appointment coordination</li><li>Maintain accurate patient records and documentation</li><li>Verify information and support administrative workflows</li><li>Communicate clearly with patients, providers, and internal teams</li><li>Ensure compliance with confidentiality and healthcare regulations</li><li>Provide a calm, solution-focused experience for patients</li></ul>
2026-03-27T00:00:00Z

Customer Service Representative

San Diego, CA
onsite
Temporary
19 - 22 USD / Hourly
Our company is seeking an enthusiastic Customer Service Representative to be the first point of contact for our clients. If you excel at communication, problem-solving, and providing exceptional customer experiences, this opportunity is for you. Responsibilities:<ul><li>Respond promptly to customer inquiries via phone, email, and chat.</li><li>Resolve customer complaints and provide accurate information regarding products and services.</li><li>Document interactions and follow established procedures for issue escalation.</li><li>Maintain a high level of professionalism and adhere to company service standards.</li><li>Collaborate with internal teams to ensure customer needs are met.</li><li>Assist in identifying trends and opportunities for process improvement.</li></ul>
2026-03-31T00:00:00Z

Customer Service Representative

San Diego, CA
onsite
Temporary
20 - 22 USD / Hourly
Our company is seeking a dedicated Customer Service Representative to be the first point of contact for our clients. This position is ideal for individuals who excel in communication, problem-solving, and delivering exceptional customer experiences. Responsibilities:<ul><li>Respond to customer inquiries via phone, email, and chat, ensuring prompt and accurate solutions.</li><li>Resolve customer issues and provide information about products and services.</li><li>Document interactions and follow established procedures for escalating concerns.</li><li>Maintain professionalism and adhere to service standards at all times.</li><li>Collaborate across departments to ensure customer needs are met efficiently.</li><li>Assist in identifying process improvements based on customer feedback.</li></ul>
2026-04-03T00:00:00Z

Bilingual Spanish - Customer Care Associate

San Diego, CA
onsite
Temporary
20 - 20 USD / Hourly
About the Role Robert Half is partnering with a mission-driven nonprofit organization seeking a compassionate and detail-oriented Bilingual Customer Service Representative. This role is ideal for someone passionate about supporting diverse communities and providing exceptional service in both English and Spanish.You will serve as a key point of contact for clients, assisting individuals from a variety of backgrounds and ensuring they receive the support and resources they need.Key Responsibilities<ul><li>Provide high-quality customer service in both English and Spanish via phone, email, and in person</li><li>Respond to client inquiries and provide accurate information about programs and services</li><li>Assist with intake processes, documentation, and data entry</li><li>Translate and interpret information for Spanish-speaking clients as needed</li><li>Maintain and update client records in internal systems</li><li>Route inquiries to appropriate departments</li><li>Support scheduling and coordination of services</li><li>Handle sensitive and confidential information with professionalism</li></ul>
2026-03-18T00:00:00Z

Customer Support Specialist

San Diego, CA
onsite
Temporary
20 - 21 USD / Hourly
About the Organization:Our client is a mission-driven nonprofit dedicated and they are seeking a compassionate and detail-oriented Customer Support Specialist to join their team and help provide exceptional support to their clients, partners, and community members.Role Overview:The Customer Support Specialist will serve as the first point of contact for individuals seeking assistance, information, or resources. This role requires excellent communication skills, empathy, and a commitment to helping others. The ideal candidate will thrive in a fast-paced environment while maintaining professionalism and a client-focused approach.Key Responsibilities:<ul><li>Respond promptly to inquiries via phone, email, and other communication channels.</li><li>Provide accurate information about the organization’s programs, services, and resources.</li><li>Maintain detailed records of interactions and client requests in internal systems.</li><li>Collaborate with internal teams to resolve issues efficiently and ensure a positive client experience.</li><li>Assist with data entry and reporting to support organizational tracking and performance metrics.</li><li>Identify opportunities to improve customer service processes and suggest enhancements.</li></ul>
2026-04-03T00:00:00Z

Customer Experience Specialist

San Diego, CA
onsite
Contract / Temporary to Hire
20 - 20 USD / Hourly
Robert Half is partnering with a mission-driven nonprofit organization to identify a Bilingual Customer Service Representative (Spanish/English) who is passionate about supporting the community. This is a great opportunity to join a collaborative team dedicated to making a meaningful impact. Work Schedule: This position will begin fully onsite to support training and team integration. After the first 6 months, the role will transition to a hybrid schedule (3 days remote, 2 days onsite). Key Responsibilities:<ul><li>Provide exceptional customer service via phone, email, and in person</li><li>Assist clients with inquiries, applications, and service navigation</li><li>Maintain accurate records and documentation in internal systems</li><li>Collaborate with internal departments to ensure timely service delivery</li><li>Handle sensitive information with confidentiality and professionalism</li></ul>
2026-03-18T00:00:00Z