11 results for Client Service Representative in San Diego, CA

Client Services Representative

San Diego, CA
onsite
Temporary
21 - 23 USD / Hourly
About the Role Robert Half is partnering with a well-established insurance organization seeking a detail-oriented Client Services Representative to support their compliance and operations team. This role has a strong administrative and coordination focus, assisting with client documentation, internal processes, and regulatory recordkeeping.The ideal candidate is highly organized, enjoys supporting internal teams and clients, and thrives in a structured environment where accuracy and follow-through are important.Key Responsibilities<ul><li>Provide administrative support to the client services and compliance teams</li><li>Assist with maintaining and updating client records, compliance documentation, and internal files</li><li>Track deadlines, renewals, and required documentation related to client accounts</li><li>Coordinate with internal departments to gather information and ensure client files are complete and compliant</li><li>Maintain organized databases, spreadsheets, and document tracking systems</li><li>Assist with preparing documentation for internal reviews and audits</li><li>Respond to client inquiries and support requests in a professional and timely manner</li><li>Support scheduling, document preparation, and other administrative tasks as needed</li></ul>
2026-03-06T00:00:00Z

Customer Service Representative

San Diego, CA
onsite
Temporary
19 - 22 USD / Hourly
Our client, a respected organization, is seeking a professional and empathetic Customer Service Representative to join their team. This position is ideal for someone who excels at communication, problem-solving, and providing outstanding service in a fast-paced environment. Key Responsibilities:<ul><li>Respond promptly to customer inquiries via phone, email, and in-person.</li><li>Provide information about products, services, and programs.</li><li>Resolve customer concerns, escalate complex issues as necessary, and ensure customer satisfaction.</li><li>Accurately document all customer interactions and follow up as needed.</li><li>Collaborate across teams to ensure seamless service delivery.</li><li>Support additional administrative tasks as required.</li></ul>
2026-03-06T00:00:00Z

Customer Support Representative

San Diego, CA
onsite
Temporary
20 - 20 USD / Hourly
About the Company Robert Half is partnering with a growing and dynamic organization seeking a detail-oriented and customer-focused Customer Support Specialist to join their team. This role is ideal for a service-driven professional who enjoys problem-solving, building relationships, and delivering high-quality support in a fast-paced environment. Position OverviewThe Customer Support Specialist will serve as a key point of contact for clients and internal stakeholders, ensuring inquiries are resolved efficiently and professionally. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities while maintaining a positive customer experience.Key Responsibilities<ul><li>Respond to inbound customer inquiries via phone, email, and online platforms</li><li>Provide accurate information regarding products, services, policies, and account details</li><li>Troubleshoot and resolve customer concerns in a timely manner</li><li>Process orders, account updates, service requests, and documentation accurately</li><li>Maintain detailed records of customer interactions within CRM systems</li><li>Collaborate cross-functionally with operations, billing, and leadership teams</li><li>Monitor and follow up on open cases to ensure full resolution</li><li>Meet performance metrics related to response time, accuracy, and customer satisfaction</li></ul>
2026-02-27T00:00:00Z

Client Service Coordinator

Elfin Forest, CA
onsite
Temporary
25 - 29 USD / Hourly
We are looking for a detail-oriented Client Service Coordinator to join our team on a Contract basis in San Marcos, California. In this role, you will play a pivotal part in ensuring operational efficiency by managing administrative tasks, supporting client account processes, and maintaining organized documentation. This position requires excellent communication skills, a proactive approach to task management, and the ability to handle sensitive information with discretion. Responsibilities: • Coordinate team schedules by updating calendars, tracking tasks, and managing action items effectively. • Document and distribute clear meeting notes while ensuring timely follow-up on assigned tasks. • Process wealth management account paperwork, custodial forms, and perform data entry with accuracy. • Assist with account openings, transfers, and custodial requests, following established procedures. • Maintain organized and accurate file systems, adhering to naming conventions and document management protocols. • Complete checklists thoroughly and ensure all steps are finalized independently. • Manage high-volume operational tasks with precision and a sense of urgency. • Communicate effectively in writing to support workflows and resolve issues promptly.
2026-03-07T00:00:00Z

Customer Support Specialist

Carlsbad, CA
onsite
Temporary
22 - 27 USD / Hourly
Robert Half is partnering with a fast-growing consumer products brand headquartered in Carlsbad to hire a personable, solution‑oriented Customer Support Specialist. You’ll be the voice of the brand across phone, email, chat, and order portals—solving problems, tracking orders, and turning first‑time buyers into repeat customers. This is an ideal role for someone who loves a mix of service, light order management, and cross‑department collaboration with sales, operations, and shipping. What You’ll Do<ul><li>Own daily customer communications via phone, email, and chat; triage inquiries and resolve issues quickly and professionally.</li><li>Manage order entry and edits, shipment tracking, RMAs, replacements, and warranty claims.</li><li>Research and resolve delivery delays, damaged shipments, and mis‑shipments; coordinate with 3PL/warehouse.</li><li>Maintain accurate case notes, update CRM records, and track trends to provide feedback to leadership.</li><li>Guide customers through product selection, promos, and basic troubleshooting; escalate technical issues as needed.</li><li>Collaborate with Sales Ops and Accounting on order holds, credits, tax, and payment discrepancies.</li><li>Prepare daily and weekly summaries on SLAs, ticket volumes, and top customer pain points.</li><li>Contribute to knowledge base articles and help streamline macros, templates, and SOPs.</li></ul>
2026-02-27T00:00:00Z

Client Services Administrator

Carlsbad, CA
onsite
Temporary
24 - 28 USD / Hourly
A well-respected professional services firm is seeking a polished Client Services Administrator to support client onboarding, account maintenance, and internal coordination. This role blends administrative precision with high-touch customer interaction.🌟 Day-to-Day Impact<ul><li>Serve as the primary administrative liaison for new and existing clients</li><li>Coordinate document collection, account setup, and service requests</li><li>Maintain meticulous digital and physical client records</li><li>Track service timelines and proactively follow up on outstanding items</li><li>Prepare client correspondence, reports, and presentation materials</li><li>Support leadership with calendar management and meeting logistics</li><li>Identify opportunities to improve client service workflows</li></ul>
2026-02-19T00:00:00Z

Patient Services Representative - Healthcare

Escondido, CA
onsite
Temporary
21 - 26 USD / Hourly
Robert Half is hiring a compassionate, detail‑accurate Patient Services Representative for a well‑regarded multi‑site healthcare group serving Encinitas and Escondido. You’ll deliver top‑tier front‑desk service—greeting patients, verifying insurance, scheduling, and ensuring a smooth visit from check‑in to check‑out. If you enjoy helping people and keeping a medical office humming, this is a great fit. What You’ll Do<ul><li>Provide warm, professional front desk reception; verify IDs, insurance, and demographics.</li><li>Manage multi‑provider scheduling, referrals, prior auth coordination, and wait‑list optimization.</li><li>Handle check‑in/check‑out, copay collection, charges, and basic patient account questions.</li><li>Update EMR records, scan documents, and maintain HIPAA‑compliant files.</li><li>Coordinate with clinical teams to prioritize urgent adds, procedure prep, and follow‑ups.</li><li>Educate patients on portal use, pre‑visit instructions, and post‑care steps.</li><li>Resolve issues with empathy; escalate billing or clinical questions to the right team quickly.</li><li>Support daily close: batch reconciliation, end‑of‑day reports, and next‑day schedule accuracy.</li></ul>
2026-02-27T00:00:00Z

Bilingual Spanish Customer Service Representative

San Diego, CA
onsite
Temporary
20 - 20 USD / Hourly
About the Company Robert Half is partnering with a growing organization seeking a customer-focused and bilingual Spanish-English Customer Service Representative to join their team. This is an excellent opportunity for a motivated professional who enjoys helping others, resolving inquiries, and working in a collaborative, fast-paced environment. Position OverviewThe Bilingual Customer Service Representative will serve as the primary point of contact for Spanish- and English-speaking customers. This individual will handle inbound and outbound communication, provide accurate information, resolve issues efficiently, and ensure a positive customer experience.Key Responsibilities<ul><li>Respond to inbound calls, emails, and inquiries in both Spanish and English</li><li>Provide clear and accurate information regarding products, services, and policies</li><li>Resolve customer concerns professionally and escalate complex issues when necessary</li><li>Process orders, updates, payments, or service requests accurately</li><li>Document customer interactions in CRM or internal systems</li><li>Maintain strong knowledge of company products and services</li><li>Collaborate with internal departments to ensure timely resolution of customer needs</li><li>Meet performance metrics related to response time, quality, and customer satisfaction</li></ul>
2026-02-27T00:00:00Z

Account Specialist

San Diego, CA
onsite
Temporary
25 - 28 USD / Hourly
Our client, a respected nonprofit organization, is seeking an Account Specialist to join their team. This role is ideal for individuals passionate about mission-driven work and skilled in managing financial transactions and supporting accounting operations. Key Responsibilities:<ul><li>Process accounts payable and accounts receivable transactions, ensuring accuracy and timeliness</li><li>Maintain and reconcile financial records, including ledgers and bank statements</li><li>Support preparation of budgets, grant tracking, and financial reports as needed</li><li>Assist with monthly and year-end closing procedures</li><li>Communicate regularly with internal teams and external partners regarding financial matters</li><li>Ensure compliance with nonprofit accounting standards and organizational policies</li></ul>
2026-02-26T00:00:00Z

Account Specialist

San Diego, CA
onsite
Temporary
30 - 34 USD / Hourly
Our client, a cutting-edge leader in the biotech sector, is seeking an experienced Account Specialist to support their financial operations. This is an exciting opportunity to work in a fast-paced and innovative environment where precision and initiative drive success. Key Responsibilities:<ul><li>Manage and process accounts receivable and accounts payable transactions</li><li>Reconcile invoices, statements, and account records</li><li>Monitor outstanding balances and follow up on payment discrepancies</li><li>Maintain up-to-date and accurate customer and vendor account information</li><li>Assist with month-end closing activities and financial reporting</li><li>Collaborate with cross-functional teams to resolve account-related issues</li><li>Support the finance department with special projects and process improvements</li><li>Ensure compliance with company policies and procedures</li></ul>
2026-02-26T00:00:00Z

Senior Client Services Coordinator

Fallbrook, CA
onsite
Temporary
30 - 38 USD / Hourly
A respected professional services firm in San Diego is seeking a Senior Client Services Coordinator who thrives at the intersection of client experience, operational precision, and executive support. This is a high-visibility role supporting key accounts and leadership while ensuring white-glove service delivery. This position is ideal for someone who has outgrown traditional administrative work and is ready to own client workflows end-to-end. What You’ll Drive<ul><li>Serve as primary administrative liaison for high-value client accounts</li><li>Coordinate complex scheduling, deliverables, and client communications</li><li>Monitor service timelines and proactively resolve bottlenecks</li><li>Prepare client-facing reports, presentations, and correspondence</li><li>Maintain CRM data integrity and account documentation</li><li>Partner cross-functionally with finance, operations, and leadership</li><li>Track KPIs and generate service performance reports</li><li>Support process improvement initiatives across the client lifecycle</li></ul>
2026-02-21T00:00:00Z