13 Results for Client Services Representative Jobs in San Diego, CA

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Customer Service Representative

San Diego, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
Position OverviewOur client, a well-established insurance company, is seeking a Customer Service Representative to support its team and provide exceptional service to policyholders and clients. This individual will serve as a primary point of contact for customer inquiries, assist with policy-related questions, and help ensure a positive customer experience through accurate, timely, and professional communication.Key Responsibilities<ul><li>Respond to customer inquiries via phone and email regarding insurance policies, coverage, billing, and account information.</li><li>Provide accurate information and guidance while maintaining a high level of customer service.</li><li>Assist with policy updates, customer account changes, documentation, and general administrative tasks.</li><li>Research and resolve customer concerns, escalating complex issues to the appropriate team as needed.</li><li>Maintain accurate customer records and document interactions within internal systems.</li><li>Follow company procedures and applicable insurance guidelines while handling confidential customer information.</li><li>Collaborate with internal departments to ensure timely resolution of customer requests.</li></ul>
2026-10-20T00:00:00Z

Senior Client Services Representative

San Diego, CA
onsite
Temporary / Contract
42 - 56 USD / Hourly
Position OverviewOur client, a growing wealth management firm, is seeking a Senior Client Services Associate to support its advisory team and help deliver an exceptional client experience. This individual will play an integral role in managing client account administration, coordinating onboarding activities, supporting reporting processes, and ensuring day-to-day operations run smoothly. The Senior Client Services Associate will work closely with financial advisors, internal operations teams, and external partners to address client needs, maintain accurate records, and support efficient workflows. This role will also provide guidance to junior team members and contribute to the development of processes that enhance service delivery and support the firm's continued growth. The ideal candidate is proactive, detail-oriented, and comfortable balancing competing priorities in a client-focused financial services environment. Key Responsibilities<ul><li>Partner with financial advisors to coordinate client requests, manage service priorities, and ensure timely follow-up.</li><li>Facilitate new client onboarding, including preparing, processing, and tracking account documentation across relevant platforms.</li><li>Coordinate account maintenance requests, asset transfers, fund movements, and other account-related activities.</li><li>Assist with portfolio reporting, account reviews, and the preparation and reconciliation of client performance reports.</li><li>Manage advisor calendars and coordinate client meetings, appointments, and follow-up communications.</li><li>Serve as a reliable point of contact for internal teams, custodians, and other external partners to help resolve client service needs.</li><li>Maintain accurate client files, account records, and documentation in accordance with internal procedures and applicable regulatory requirements.</li><li>Collaborate with compliance and operations teams to support periodic reviews, documentation requests, billing processes, and reporting requirements.</li><li>Monitor outstanding client requests and account activity to ensure tasks are completed accurately and within established deadlines.</li><li>Identify opportunities to streamline workflows, improve consistency, and enhance the overall client and advisor experience.</li><li>Provide day-to-day guidance, training, and mentorship to junior client service team members.</li><li>Assist with developing and maintaining standardized procedures, workflows, and best practices.</li><li>Serve as a knowledgeable resource for client service and operational matters within the office.</li><li>Support the implementation of process improvements as the firm continues to grow.</li></ul>
2026-10-23T00:00:00Z

Customer Relations Representative

San Diego, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Customer Relations Representative to support an insurance agency in San Diego, California location through a Long-term Contract assignment. In this role, you will serve as a key point of contact for inbound inquiries, gather and document important claim details with precision, and help ensure each customer receives timely assistance. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and takes a thoughtful approach to resolving service-related concerns. Responsibilities:• Respond to incoming calls related to first reports of injury and capture claim information accurately in company systems.• Use attentive listening and well-structured follow-up questions to understand customer needs and provide appropriate support.• Route inquiries to the correct teams when needed and work across departments to help bring issues to resolution.• Maintain complete and accurate records through consistent data entry and careful documentation practices.• Build a strong understanding of service procedures, policy guidelines, and operational workflows to deliver dependable customer assistance.• Identify potential service interruptions or process concerns early and communicate them to Customer Care leadership.• Follow established company standards, training expectations, supervisory guidance, and applicable regulations in daily work.
2026-10-20T00:00:00Z

Client Success Specialist

San Diego, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
About the OpportunityOur client in the financial services industry is seeking a customer-focused and detail-oriented Client Success Specialist to join their team. This individual will serve as a primary point of contact for clients, helping build strong relationships, ensure a positive client experience, and support the successful delivery of financial services and solutions.The ideal candidate is proactive, organized, and comfortable managing multiple client requests in a fast-paced environment. This is an excellent opportunity for someone who enjoys relationship management, problem-solving, and providing exceptional service.Key Responsibilities<ul><li>Serve as a primary point of contact for client inquiries, providing timely, professional, and accurate responses.</li><li>Build and maintain strong client relationships to support satisfaction, engagement, and long-term retention.</li><li>Assist clients with account-related questions, service requests, documentation, and general inquiries.</li><li>Proactively follow up with clients to ensure requests are resolved and expectations are met.</li><li>Coordinate with internal teams to address client needs, troubleshoot issues, and facilitate efficient service delivery.</li><li>Maintain accurate client records, account information, and communication notes within internal systems or CRM platforms.</li><li>Monitor outstanding requests and manage competing priorities to ensure timely resolution.</li><li>Identify opportunities to improve the client experience, streamline processes, and enhance service quality.</li><li>Handle confidential financial and client information with discretion and in accordance with company policies and procedures.</li><li>Support client onboarding, account maintenance, and other administrative processes as needed.</li></ul>
2026-10-23T00:00:00Z

Customer Support Specialist

Vista, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
A growing North County manufacturer is seeking a responsive, organized Customer Support & Order Management Specialist to serve as a key connection between customers, sales, warehouse operations, and logistics. This is an excellent opportunity for someone who enjoys helping customers but also likes the administrative and operational side of getting things done.You'll manage customer inquiries from initial order entry through delivery updates and resolution of any issues. The team needs someone who can stay organized when priorities change, communicate clearly when something goes off track, and make sure customers receive accurate information rather than being passed from department to department. Your responsibilities will include:<ul><li>Respond to customer inquiries by phone and email regarding orders, products, availability, and delivery schedules.</li><li>Enter customer orders and verify pricing, quantities, shipping details, and purchase order information.</li><li>Monitor open orders and communicate status updates to customers.</li><li>Coordinate with warehouse and logistics teams regarding shipments, delays, and delivery changes.</li><li>Investigate order discrepancies, damaged shipments, returns, and missing items.</li><li>Process order changes, cancellations, credits, and replacement requests according to company procedures.</li><li>Maintain accurate customer account notes and order records.</li><li>Work with sales representatives to resolve customer concerns and improve service.</li><li>Follow up on outstanding issues until the customer receives a clear resolution.</li><li>Prepare order reports and track recurring customer service issues.</li><li>Assist with account setup and customer documentation.</li><li>Identify workflow improvements that reduce order errors and response times.</li></ul>
2026-10-13T00:00:00Z

Client Care and Service Coordinator

Encinitas, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
A client-focused North County organization is looking for a dependable Client Care & Service Coordinator to manage incoming service requests, coordinate schedules, and ensure customers receive timely communication from the initial inquiry through completion.This role is a strong fit for someone with a customer service or administrative background who enjoys a combination of phone and email communication, scheduling, data entry, and problem-solving. You'll work closely with field personnel, vendors, account managers, and customers to coordinate service needs and keep everyone informed when priorities or schedules change.The ideal candidate is personable, resourceful, and comfortable balancing a busy inbox with frequent follow-up. Strong organizational skills are essential because you'll be responsible for keeping requests from getting lost between departments.What you'll be doing:<ul><li>Serve as a primary contact for customer service requests, scheduling questions, and account inquiries.</li><li>Log incoming requests into the company's tracking system and assign the appropriate priority.</li><li>Coordinate service appointments, technician schedules, and customer availability.</li><li>Communicate appointment confirmations, schedule changes, and service updates.</li><li>Follow up with internal teams and vendors to verify progress and completion.</li><li>Maintain accurate customer profiles, service records, and contact information.</li><li>Research complaints and service delays and help coordinate resolutions.</li><li>Prepare service estimates, work orders, correspondence, and basic reports.</li><li>Track open requests and escalate urgent or overdue items.</li><li>Assist with invoice questions and direct billing issues to the appropriate team.</li><li>Coordinate recurring service schedules and customer reminders.</li><li>Identify recurring issues and suggest ways to improve the customer experience.</li></ul>
2026-10-13T00:00:00Z

Private Client Services Coordinator

Rancho Santa Fe, CA
onsite
Temporary / Contract
28 - 35 USD / Hourly
A private office supporting a small portfolio of high-net-worth clients is seeking a polished, discreet, and proactive Private Client Services Coordinator. This position goes beyond traditional administrative support, offering a mix of relationship management, scheduling, vendor coordination, and confidential client service. The right person knows how to anticipate needs, keep moving pieces organized, and communicate professionally with clients and service providers. Experience in a family office, luxury hospitality, private wealth, or high-touch client services environment would be especially valuable. Key Responsibilities<ul><li>Coordinate client appointments, meetings, travel arrangements, and calendar changes.</li><li>Serve as a primary point of contact for routine client and vendor inquiries.</li><li>Coordinate service providers, household vendors, property appointments, and special requests as assigned.</li><li>Maintain confidential client records, contact lists, and service documentation.</li><li>Track requests, deadlines, follow-ups, and outstanding action items.</li><li>Prepare correspondence, meeting materials, and client-facing documents.</li><li>Assist with invoice routing, expense tracking, and vendor documentation.</li><li>Organize client events, private meetings, and special arrangements.</li><li>Monitor incoming communications and prioritize time-sensitive requests.</li><li>Maintain a high standard of discretion, accuracy, and professionalism.</li></ul>
2026-10-21T00:00:00Z

Call Center Agent

San Diego, CA
onsite
Temporary / Contract
20 - 25 USD / Hourly
We are seeking a customer-focused and detail-oriented Insurance Call Center Representative to support policyholders, answer insurance-related inquiries, and provide exceptional service in a fast-paced call center environment. This individual will serve as a primary point of contact for customers, assisting with policy questions, account updates, claims inquiries, and general insurance needs while ensuring accurate documentation and timely resolution. The ideal candidate has strong communication skills, a professional phone presence, and the ability to navigate multiple systems while delivering a positive customer experience. Key Responsibilities<ul><li>Handle a high volume of inbound and outbound calls from policyholders, prospective customers, and other insurance-related contacts.</li><li>Respond to inquiries regarding insurance policies, coverage details, billing, payments, claims status, and account information.</li><li>Provide accurate information and guidance while adhering to company policies, procedures, and applicable regulations.</li><li>Assist customers with policy updates, personal information changes, payment processing, and other account maintenance requests.</li><li>Document customer interactions, inquiries, and resolutions accurately in the customer relationship management (CRM) system.</li><li>Research and resolve customer concerns, escalating complex issues to the appropriate department when necessary.</li><li>Deliver professional, empathetic, and solutions-oriented customer service, particularly when handling sensitive or stressful situations.</li><li>Navigate multiple software platforms simultaneously while maintaining accuracy and efficiency.</li><li>Meet established performance metrics, including call quality, customer satisfaction, productivity, and attendance.</li><li>Follow established scripts, quality assurance guidelines, data privacy requirements, and compliance procedures.</li><li>Collaborate with team members and supervisors to improve service delivery and customer satisfaction.</li><li>Participate in ongoing training related to insurance products, systems, and customer service best practices.</li></ul>
2026-10-16T00:00:00Z

Call Center Agent

San Diego, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
Position OverviewOur client, a professional services organization, is seeking a Call Center Agent to support daily operations and deliver a positive customer experience. This individual will handle incoming calls, respond to inquiries, provide accurate information, and direct customers to the appropriate departments or resources. The ideal candidate is professional, personable, and comfortable managing a high volume of calls in a fast-paced environment.Key Responsibilities<ul><li>Answer incoming calls and respond to customer inquiries in a professional and timely manner.</li><li>Provide information regarding company services, processes, and general inquiries.</li><li>Route calls to the appropriate departments or team members and ensure proper follow-up.</li><li>Document customer interactions, update records, and maintain accurate information in internal systems.</li><li>Resolve routine questions and concerns while escalating more complex issues as needed.</li><li>Manage a high volume of calls while maintaining quality service and attention to detail.</li><li>Assist with scheduling, appointment coordination, and other administrative tasks as needed.</li><li>Follow established procedures and maintain confidentiality when handling customer information.</li></ul>
2026-10-20T00:00:00Z

Service Support Coordinator

Carlsbad, CA
onsite
Temporary / Contract
24 - 30 USD / Hourly
A commercial construction and building services company is looking for a Project Documentation & Service Support Coordinator to help keep field operations organized and project paperwork moving. This role is well suited to someone who enjoys working behind the scenes to coordinate project details, track documentation, and support communication between field teams, project managers, and customers. You’ll play an important role in keeping records current and helping teams stay ahead of deadlines. Construction administration or project support experience is preferred, but strong coordination skills and a willingness to learn project-specific systems may also translate well.Key Responsibilities<ul><li>Maintain project folders, contracts, change orders, work orders, and supporting documents.</li><li>Track insurance certificates, subcontractor paperwork, permits, and other required project records.</li><li>Coordinate field schedules, site visits, service appointments, and customer notifications.</li><li>Follow up with project managers and subcontractors regarding missing documentation or approvals.</li><li>Prepare project status trackers, meeting notes, and administrative reports.</li><li>Assist with purchase orders, vendor records, and invoice backup documentation.</li><li>Monitor project milestones and flag overdue paperwork or upcoming deadlines.</li><li>Organize closeout documentation, including warranties, service records, and completion forms.</li><li>Update project management systems and shared spreadsheets.</li><li>Respond to routine customer and vendor inquiries and direct technical questions to the appropriate team.</li></ul>
2026-10-22T00:00:00Z

Customer Sales Support LL.US

Chula Vista, CA
onsite
Temporary / Contract
29 - 30 USD / Hourly
We are looking for a customer-focused, detail-oriented individual to support sales operations and deliver responsive service for aftermarket parts customers in Chula Vista, California. This Long-term Contract position works closely with airline customers, maintenance providers, and brokers to handle inquiries, process orders, and keep communication moving efficiently across the order lifecycle. The role is part of a high-performing team that helps maintain reliable global support while strengthening account relationships and customer satisfaction. Responsibilities: • Support airline customers, maintenance organizations, and brokers with aftermarket spares requests while providing dependable account assistance throughout the sales process. • Respond to general customer questions, provide accurate product and service information, and guide users through available support resources and portal tools. • Prepare and manage customer quotes and orders by following established procedures and routing specialized issues to the appropriate internal teams when needed. • Monitor credit-related approvals and invoice payment matters to help prevent delays in order fulfillment. • Record customer communications, transactions, and service activity accurately in CRM and business systems such as Microsoft Dynamics and Salesforce. • Partner with provisioning, logistics, shipping, and warehouse teams to expedite deliveries, follow up on order status, and trace shipments when exceptions occur. • Produce regular activity and output updates for management to support performance tracking and service goals. • Contribute ideas for process improvement and support quality-focused initiatives that enhance service delivery and operational efficiency.
2026-10-18T00:00:00Z

Service Coordinator

San Diego, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are seeking a highly organized, customer-focused Service Coordinator to support daily service operations and ensure efficient coordination between customers, field technicians, and internal teams. This individual will be responsible for scheduling service appointments, managing work orders, communicating with customers, and tracking service requests from initiation through completion. The ideal candidate is proactive, detail-oriented, and comfortable working in a fast-paced environment where strong communication, problem-solving, and time management skills are essential. Previous experience in a service-oriented industry, such as facilities maintenance, HVAC, construction, equipment repair, or field services, is preferred. Key Responsibilities<ul><li>Coordinate and schedule service calls, maintenance appointments, and technician assignments.</li><li>Serve as a primary point of contact for customers regarding service requests, scheduling updates, and job status inquiries.</li><li>Create, update, and track work orders to ensure timely completion of service requests.</li><li>Communicate with field technicians to confirm schedules, provide job details, and address changing priorities.</li><li>Monitor service schedules and proactively resolve scheduling conflicts, delays, and customer concerns.</li><li>Prepare service estimates, proposals, invoices, and other job-related documentation as needed.</li><li>Maintain accurate customer records, service histories, equipment information, and work order documentation.</li><li>Coordinate parts, materials, equipment, and vendor resources required for service jobs.</li><li>Follow up with customers after service completion to confirm satisfaction and address outstanding issues.</li><li>Assist with processing purchase orders, tracking expenses, and supporting service department billing.</li><li>Communicate with internal departments, including sales, operations, accounting, and field personnel, to ensure smooth workflows.</li><li>Monitor open service requests and follow up on outstanding work orders to ensure deadlines are met.</li><li>Maintain organized digital filing systems and update service management software with accurate information.</li><li>Identify opportunities to improve scheduling efficiency, customer communication, and overall service delivery.</li></ul>
2026-10-16T00:00:00Z

Private Client Services Coordinator - Real Estate

Rancho Bernardo, CA
onsite
Temporary / Contract
29 - 36 USD / Hourly
A boutique real estate and property services organization is seeking a Private Client Services Coordinator to support the day-to-day needs of a select group of clients and their residential properties. This role combines high-touch client service with property scheduling, vendor coordination, and detailed follow-through. The ideal candidate is resourceful, discreet, and comfortable managing multiple requests at once. You’ll coordinate with homeowners, property managers, maintenance providers, and outside vendors to help ensure requests are handled efficiently and clients remain informed. Responsibilities<ul><li>Coordinate property maintenance appointments, inspections, repairs, and scheduled services.</li><li>Communicate with homeowners, property managers, contractors, and service providers.</li><li>Track open requests, service timelines, estimates, and completion updates.</li><li>Obtain vendor quotes and coordinate approvals before work is scheduled.</li><li>Maintain property records, vendor contact lists, warranties, and service histories.</li><li>Review incoming invoices and route them for approval and payment.</li><li>Prepare property status updates and summaries for clients or management.</li><li>Coordinate access instructions and appointment logistics for approved service providers.</li><li>Assist with move-in, move-out, seasonal property preparation, and special projects.</li><li>Handle client information and property details with discretion.</li></ul>
2026-10-22T00:00:00Z

13 results for Client Services Representative in San Diego, CA