16 results for Customer Service Representative in Pleasanton, CA

Customer Service Representative

Oakland, CA
onsite
Temporary
23 - 25 USD / Hourly
<ul><li>Respond to customer inquiries via phone, email, chat, or in-person in a professional and timely manner.</li><li>Resolve issues related to product orders, billing, account information, shipping, and general troubleshooting.</li><li>Escalate complex issues to the appropriate department or supervisor when necessary.</li><li>Document all customer interactions and maintain accurate records in customer management systems.</li><li>Process returns, exchanges, refunds, and other service requests according to company policies.</li><li>Provide product and service information to customers, highlighting features and benefits.</li><li>Meet or exceed performance metrics related to customer satisfaction, response time, and issue resolution.</li><li>Participate in training sessions to stay current on products, services, and best practices.</li></ul>
2026-02-28T00:00:00Z

Customer Service Representative

San Jose, CA
onsite
Contract / Temporary to Hire
26.125 - 30.25 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in San Jose, California. In this Contract to permanent position, you will play a vital role in assisting prospective students by providing accurate information about our programs and guiding them through the admissions process. This opportunity is perfect for someone who thrives in a fast-paced environment and enjoys building strong relationships with customers. Responsibilities: • Handle inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards. • Respond promptly to web inquiries and incoming calls, ensuring all potential students receive accurate and timely information. • Proactively identify and engage new leads when not addressing outstanding inquiries or working with current prospects. • Follow up with individuals who did not schedule or attend interviews, as well as those who did not complete the enrollment process. • Conduct interviews with students, adhering to company policies and utilizing approved materials during the process. • Assist students in matching their needs and goals with suitable programs, offering guidance on the college’s benefits and advantages. • Collaborate with admissions management to ensure they are informed about the motivations and concerns of potential students. • Act as a liaison between students and the campus, helping them complete enrollment forms and ensuring compliance with documentation requirements. • Mentor and advise students, helping them identify their unique skills and interests to support their academic and career goals. • Address routine inquiries and resolve minor issues, ensuring satisfaction for students while complying with company policies and legal requirements.
2026-03-04T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary
20 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team on a contract basis. This short-term position involves supporting a high-volume outreach project aimed at gathering essential identification data from a global customer base. This is a remote role requiring exceptional communication skills and the ability to meet performance targets in a fast-paced environment. Responsibilities: • Conduct outbound calls to customers, following established scripts and communication guidelines. • Request and gather identification numbers from customers with accuracy and professionalism. • Record collected data into designated tracking systems or forms. • Maintain detailed and organized logs of daily call activities. • Achieve daily outreach volume goals while ensuring quality interactions. • Adapt to the needs of a global customer base, maintaining professionalism and cultural sensitivity. • Collaborate with team members to meet project deadlines and objectives. • Ensure compliance with company protocols and standards during customer interactions. • Utilize provided tools and resources effectively to streamline outreach activities.
2026-02-25T00:00:00Z

Customer Service Representative

Tracy, CA
onsite
Temporary
19 - 21 USD / Hourly
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. Responsibilities: • Handle customer orders, whether received directly or through account managers, ensuring accuracy and timeliness. • Place orders for materials and supplies required for production, coordinating with procurement teams. • Maintain consistent communication with customers regarding order statuses, quotations, changes, confirmations, as well as addressing complaints and inquiries. • Process purchase orders, manage account credits, and update customer information in company systems. • Collaborate with production teams to meet delivery schedules and uphold customer expectations. • Utilize organizational systems to monitor and support on-time deliveries. • Manage multiple accounts for small to medium-sized customers with diverse and complex needs. • Work closely with manufacturing staff to understand production processes and align customer requirements. • Support sales and shipping operations to ensure smooth workflows and customer satisfaction.
2026-03-03T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
19 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team in Oakland, California. This long-term contract position involves providing exceptional support to restaurant and grocery partners, ensuring smooth onboarding, and fostering product adoption through consultative conversations. The role requires someone who excels in video-based customer interactions and thrives in a fast-paced, client-facing environment. Responsibilities: • Conduct a high volume of video calls daily, managing up to 16–20 calls lasting 20–30 minutes each, with some extended calls as needed. • Handle a mix of inbound and outbound calls, including assisting grocery partners and following up with clients. • Guide new customers through onboarding processes, including account setup, navigation of the ordering platform, and resolving order-related inquiries. • Provide clear explanations of program details, invoices, and other materials to ensure clients have a thorough understanding. • Engage in consultative conversations to identify client needs and recommend suitable package options. • Deliver excellent customer service by addressing questions, offering solutions, and enhancing customer satisfaction. • Adhere to established workflows for callback schedules and maintain detailed records in internal systems. • Ensure all follow-up tasks are completed in a timely and organized manner. • Collaborate with clients to increase adoption of platform features and maximize their experience.
2026-03-03T00:00:00Z

Customer Service Representative

Fremont, CA
onsite
Contract / Temporary to Hire
26.125 - 30.25 USD / Hourly
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. Responsibilities: • Respond promptly to inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards. • Conduct follow-up with potential students who have expressed interest but have not scheduled or attended interviews. • Initiate outreach to generate new leads and build relationships with prospective students. • Schedule and lead interviews with students, ensuring adherence to company policies and procedures. • Match program offerings to students’ goals, qualifications, and aspirations, while explaining the benefits and advantages of the institution. • Act as a liaison between students and campus departments, assisting with enrollment forms and ensuring smooth transitions. • Collaborate with admissions management to address student concerns and motivations effectively. • Provide basic guidance and advice to students regarding program eligibility and admissions processes. • Mentor students to help them identify their interests and strengths, supporting their educational decision-making. • Address routine questions and concerns from students, ensuring resolution in compliance with policies and procedures.
2026-03-03T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-02-06T00:00:00Z

Customer Service Specialist

Oakland, CA
onsite
Temporary
23 - 27 USD / Hourly
Customer Service SpecialistDescription:Deliver excellent customer experiences by resolving inquiries, providing information, and promoting a positive company image.Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Resolve product or service issues promptly and professionally</li><li>Document customer interactions and transactions</li><li>Provide information about products and services</li><li>Collaborate with internal teams for issue resolution</li></ul>
2026-02-13T00:00:00Z

Customer Care Specialist

Palo Alto, CA
onsite
Temporary
25 - 29 USD / Hourly
We are looking for a dedicated Part-Time Customer Care Specialist to join our team in Palo Alto, California. In this long-term contract position, you will play a key role in delivering exceptional service to patients, families, and staff members at our clients Care Gift Shops. Your contributions will enhance the overall customer experience by assisting with sales, inventory management, and merchandising while maintaining high attention to detail. Responsibilities:• Provide outstanding customer service by assisting clients in finding and purchasing retail items, offering product recommendations, and emphasizing quality and utility.• Process sales transactions efficiently, including handling cash, issuing change, and managing credit card payments using Point of Sale systems.• Ensure incoming shipments are accurately received, inspected, tagged, and displayed appropriately within retail locations.• Maintain inventory by fulfilling stock requests, organizing merchandise, and monitoring inventory levels in assigned zones.• Collaborate with leadership to implement merchandising strategies, offering creative ideas to enhance the shop’s aesthetic and customer appeal.• Conduct regular inventory cycle counts, compare results with system data, and work with the coordinator to address discrepancies.• Participate in physical inventory checks, assist with stock receiving, and maintain accurate inventory records.• Uphold the shop’s appearance by cleaning shelves, organizing fixtures, and replenishing merchandise as needed.• Adapt to a fast-paced environment, taking initiative and working effectively both independently and as part of a team.• Provide exceptional support to a diverse range of individuals, including patients, families, and executive leaders, while managing varying personalities and situations.
2026-03-04T00:00:00Z

Customer Service Support

Portola Valley, CA
onsite
Temporary
21 - 28 USD / Hourly
Customer Service Support The friendly problem‑solver who ensures every customer feels heard, supported, and taken care of. This role handles inquiries, resolves issues quickly, and keeps communication clear across phone, email, and chat. Top 3 Skills<ul><li>Customer Communication & Service Excellence — Delivers prompt, professional support with a helpful, solutions‑focused approach.</li><li>Problem‑Solving & Issue Resolution — Identifies needs quickly, troubleshoots effectively, and escalates when needed.</li><li>Organization & Multitasking — Manages multiple customer requests while maintaining accurate notes and updates.</li></ul>
2026-02-14T00:00:00Z

Customer Service Support

Mountain View, CA
onsite
Temporary
21 - 28 USD / Hourly
Customer Service SupportThe friendly problem‑solver who ensures every customer feels heard, supported, and taken care of. This role handles inquiries, resolves issues quickly, and keeps communication clear across phone, email, and chat. Top 3 Skills<ul><li>Customer Communication & Service Excellence — Delivers prompt, professional support with a helpful, solutions‑focused approach.</li><li>Problem‑Solving & Issue Resolution — Identifies needs quickly, troubleshoots effectively, and escalates when needed.</li><li>Organization & Multitasking — Manages multiple customer requests while maintaining accurate notes and updates.</li></ul>
2026-02-14T00:00:00Z

Customer Navigator

Palo Alto, CA
onsite
Temporary
24 - 24.28 USD / Hourly
We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital point of contact for patients, assisting them with navigating healthcare services and ensuring a seamless experience. This long-term contract position requires a strong commitment to delivering exceptional service and maintaining high standards of attention to detail. This is a part-time position, Monday, Tuesday and Fridays 3:30p – 12a Responsibilities:• Act as a non-clinical liaison to support patients before, during, and after their interactions with medical facilities.• Assist patients and guests with transportation information, including details about campus shuttles.• Coordinate and schedule physician appointments and care for both inpatient and outpatient services.• Facilitate communication between patients, guests, and departments to address concerns and ensure proper follow-up.• Provide guidance to patients navigating the healthcare system, ensuring clarity and ease during their experience.• Uphold safety and quality standards while maintaining sensitivity to cultural diversity and patient rights.• Support compliance with National Patient Safety Goals and participate in ongoing education and training.• Execute patient care practices aligned with organizational standards and frameworks.• Maintain accurate records and summaries of patient interactions to ensure seamless communication.• Promote teamwork and respect within all interactions to enhance the patient and guest experience.
2026-02-27T00:00:00Z

Client Service Associate | Wealth Management Firm

San Jose, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! Apply now to take the next step in your career. Responsibilities:<ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul>
2026-02-16T00:00:00Z

Client Service Associate - 2 Days Onsite

Redwood City, CA
onsite
Permanent
75000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Wealth Management | San Carlos| Hybrid; 2 Days onsite Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise. The firm offers a flexible hybrid schedule and supports ongoing education and credential growth. Responsibilities<ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent
80000 - 110000 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-03-03T00:00:00Z

Client Service Associate - Hybrid; 2 Days onsite

Alamo, CA
onsite
Permanent
70000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z