Senior Customer Service Representative Jobs in San Diego, CA

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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 Service Representative

San Diego, CA
onsite
Temporary / Contract
20 - 22 USD / Hourly
Our nonprofit organization is seeking a compassionate and service-oriented Customer Service Representative to support donors, community members, program participants and partners. This role is responsible for handling inquiries, providing accurate information, resolving issues and delivering a positive experience that reflects the mission and values of the organization. Key Responsibilities:<ul><li>Respond to phone, email and in-person inquiries from donors, clients, volunteers and community partners</li><li>Provide accurate information about programs, services, events and general organization policies</li><li>Resolve routine concerns and escalate more complex issues to the appropriate team member</li><li>Maintain detailed and accurate records of interactions in the organization’s database or customer service system</li><li>Assist with donor acknowledgments, mailings, event support and administrative tasks as needed</li><li>Support program teams by coordinating appointments, registrations or service requests</li><li>Process forms, update contact information and help maintain clean and organized records</li><li>Deliver professional, empathetic and mission-driven service to all stakeholders</li><li>Collaborate with internal departments to ensure timely follow-up and issue resolution</li></ul>
2026-11-07T00:00:00Z

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.
2026-11-07T00:00:00Z

Customer Sales Support

Chula Vista, CA
onsite
Temporary / Contract
23.98 - 23.98 USD / Hourly
We are looking for a detail-oriented Customer Sales Support team member to join a fast-paced team in Chula Vista, California. This Long-term Contract position supports sales operations and customer relationships by handling service requests, coordinating order activity, and helping ensure timely, accurate communication across the order lifecycle. The role works closely with airline customers, repair facilities, brokers, and internal teams to deliver responsive support and maintain a high standard of service. Responsibilities: • Support airline customers, maintenance organizations, and broker partners by addressing service needs related to aftermarket spare parts and ongoing account activity. • Assist customers with portal usage by guiding them through available tools, resolving access or navigation questions, and promoting effective self-service where appropriate. • Enter and manage customer orders and quotations in line with established procedures, while routing specialized issues to the correct internal contacts when needed. • Follow up on credit-related approvals and invoice payment matters to help move orders forward without unnecessary delays. • Track customer interactions, order updates, and service actions within designated CRM and business systems to maintain accurate records. • Work with shipping, provisioning, and warehouse teams to accelerate deliveries, investigate shipment status, and communicate updates to customers. • Prepare regular productivity and status reporting for leadership to support visibility into daily performance and operational goals. • Contribute ideas that improve service quality, workflow efficiency, and overall customer experience within a continuous improvement environment.
2026-10-26T00:00:00Z

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

Sales Support Representative

San Diego, CA
onsite
Temporary / Contract
22 - 25 USD / Hourly
Position OverviewOur client, an established insurance organization, is seeking a detail-oriented and customer-focused Sales Support Coordinator to provide administrative and operational support to the sales team. This individual will play an important role in supporting day-to-day sales activities, coordinating client communications, maintaining accurate records, and helping ensure a seamless experience for prospective and existing clients.The ideal candidate is organized, proactive, and comfortable working in a fast-paced, deadline-driven environment. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities while providing exceptional support to sales professionals and clients.Key Responsibilities<ul><li>Provide day-to-day administrative support to insurance agents, account executives, and the sales team.</li><li>Assist with preparing proposals, quotes, presentations, and other client-facing sales materials.</li><li>Coordinate the collection of client information and documentation needed for insurance applications and policy processing.</li><li>Enter, update, and maintain accurate client, prospect, and policy information within internal databases and CRM systems.</li><li>Follow up with clients, insurance carriers, and internal departments regarding outstanding documentation, quotes, renewals, and policy updates.</li><li>Assist with processing new business applications, policy changes, endorsements, and renewals.</li><li>Track sales activity, maintain pipeline reports, and assist with preparing sales performance reports.</li><li>Coordinate client meetings, appointments, and follow-up communications.</li><li>Respond to incoming client inquiries and route requests to the appropriate sales or account management team members.</li><li>Support the sales team with prospecting activities, lead tracking, and maintaining organized client records.</li><li>Assist with preparing renewal documentation and monitoring upcoming policy expiration dates.</li><li>Ensure all client documentation is organized, accurate, and maintained in accordance with company procedures.</li><li>Provide general administrative and operational support to the sales department as needed.</li></ul>
2026-11-07T00:00:00Z

Bilingual Call Center Agent

San Diego, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are seeking a professional and customer-focused Bilingual Spanish Call Center Agent to support inbound and outbound communications with English- and Spanish-speaking customers. The ideal candidate will have strong communication skills, a helpful attitude and the ability to resolve questions efficiently while delivering excellent service. Key Responsibilities:<ul><li>Handle inbound and outbound calls in both English and Spanish</li><li>Assist customers with questions related to products, services, accounts, appointments or orders</li><li>Provide accurate information and resolve routine issues in a timely and professional manner</li><li>Document customer interactions, concerns and resolutions in the system</li><li>Escalate complex issues to the appropriate department or supervisor</li><li>Meet call quality, productivity and attendance expectations</li><li>Maintain a positive and professional tone with all customers</li><li>Support additional customer service or administrative tasks as assigned</li></ul>
2026-11-07T00:00:00Z

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

8 results for Senior Customer Service Representative in San Diego, CA