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21 results for Customer Service Representative in San Francisco, CA

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-04-24T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills. Responsibilities:<ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul>
2026-05-01T00:00:00Z

Customer Service Representative

Menlo Park, CA
onsite
Temporary / Contract
22 - 27 USD / Hourly
Customer Service Representative Job DescriptionWe’re seeking a customer-focused Customer Service Representative to support clients and ensure a positive experience across all interactions. This role handles inquiries, resolves issues, and builds strong relationships with customers in a fast-paced environment. Key Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat in a timely manner</li><li>Resolve issues, complaints, and requests with professionalism and accuracy</li><li>Maintain detailed records of interactions and follow-up actions</li><li>Collaborate with internal teams to address customer needs</li><li>Identify opportunities to improve customer experience and processes</li></ul>
2026-05-15T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
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.
2026-04-17T00:00:00Z

Customer Service Specialist

Oakland, CA
onsite
Temporary / Contract
23 - 26 USD / Hourly
We are seeking a Customer Support / Escalations Specialist to handle complex customer issues, ensure timely resolutions, and provide a high level of service.Job Description<ul><li>Respond to escalated customer concerns via phone, email, or chat</li><li>Investigate issues and coordinate with internal departments for resolution</li><li>Maintain detailed documentation of customer cases and outcomes</li><li>Identify recurring issues and recommend process improvements</li><li>Provide support to frontline team members on escalated matters</li><li>Ensure customer concerns are resolved in a timely and professional manner</li></ul>
2026-05-08T00:00:00Z

Medical Customer Service Rep

San Francisco, CA
onsite
Temporary / Contract
18 - 19 USD / Hourly
We are looking for a Medical Customer Service Rep to support home-based care coordination for patients managing chronic conditions. This Contract position is based in San Francisco, California, and focuses on delivering responsive service through phone, ticketing, and scheduling support in a fast-moving healthcare environment. The person in this role will help organize patient visit logistics, maintain accurate documentation, and work closely with pharmacies, nurses, and internal teams to keep operations running smoothly. Responsibilities:• Coordinate in-home nursing visit schedules using internal systems and external tools to ensure timely patient care.• Respond to a steady volume of inbound calls from patients, pharmacy partners, and nursing staff with professionalism and urgency.• Monitor and resolve service requests in Zendesk while keeping records accurate, complete, and up to date.• Confirm upcoming appointments and adjust visit details as needed to support daily care delivery.• Gather, review, and upload required documentation to maintain compliance and support continuity of service.• Manage competing priorities efficiently in a high-volume setting while meeting established turnaround expectations.• Partner with cross-functional teams to share observations, address workflow challenges, and improve service quality.• Build productive working relationships with specialty pharmacies and nursing partners to support coordinated care.• Identify opportunities to streamline administrative processes and contribute ideas that enhance operational performance.
2026-05-19T00:00:00Z

Client Service Associate

Palo Alto, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Thriving Wealth Management Firm | Palo Alto Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks! Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships. The role offers a competitive compensation package with strong benefits, including a generous 401(k) match, comprehensive health coverage, unlimited PTO, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities. Responsibilities<ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-15T00:00:00Z

Customer Experience Specialist

Oakland, CA
onsite
Temporary / Contract
23 - 26 USD / Hourly
We are hiring a Customer Experience Specialist to help deliver outstanding service and build positive relationships with customers throughout their journey.Job Description<ul><li>Serve as a primary point of contact for customer questions and concerns</li><li>Resolve service issues promptly and professionally</li><li>Monitor customer feedback and identify opportunities to improve satisfaction</li><li>Collaborate with internal teams to enhance the customer experience</li><li>Document interactions and maintain accurate customer records</li><li>Support retention efforts through proactive communication and follow-up</li></ul>
2026-05-08T00:00:00Z

Call Center Agent

Newark, CA
onsite
Temporary / Contract
27 - 28 USD / Hourly
Robert Half is seeking Call Center Agents with a healthcare background to support a Premier Healthcare client onsite in Newark, CA. This is a contract-to-hire Call Center Agent role, and is a great opportunity for candidates with experience managing high volumes of inbound and outbound calls to support patients and providers. Apply to become a Call Center Agent today! <ul><li>Responds to a high-volume of incoming and outgoing telephone calls and faxed referral</li><li>Coordinates care by scheduling, editing and maintaining routine patient physician appointments for new and returning patients.</li><li>Facilitates communication between the patient and the physician or clinic</li><li>Accurately documents and routes calls to the proper department</li><li>Identifies urgent customer needs or operational issues, and escalates appropriately</li><li>Works with care teams, patients, and outside facilities to obtain necessary information required for care.</li><li>Obtains and updates insurance information.</li><li>Meets all regulatory and compliance standards and exceeds quality assurance standards</li><li>Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding Hospital services</li></ul>
2026-05-12T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
We are looking for a Customer Service Administrator to support customer service operations through order processing, issue resolution, and administrative coordination. This role combines customer support and administrative duties, including responding to inquiries, maintaining customer records, processing orders, and assisting internal teams. The ideal candidate has strong communication skills and a customer-focused mindset. Responsibilities<ul><li>Respond to customer inquiries by phone and email</li><li>Process orders, service requests, and account updates</li><li>Maintain accurate customer records and documentation</li><li>Coordinate with internal teams to resolve issues</li><li>Track service metrics and prepare reports</li><li>Provide general administrative support to the customer service team</li></ul>
2026-05-01T00:00:00Z

Call Center

Newark, CA
onsite
Temporary / Contract
23 - 28 USD / Hourly
· Responds to a high-volume of incoming and outgoing telephone calls and faxed referral· Coordinates care by scheduling, editing and maintaining routine patient physician appointments for new and returning patients.· Facilitates communication between the patient and the physician or clinic· Delivers expert knowledge regarding clinic-specific processes· Accurately documents and routes calls to the proper department· Identifies urgent customer needs or operational issues, and escalates appropriately· Works with care teams, patients, and outside facilities to obtain necessary information required for care.· Communicates with the care team and support staff on various patient issues.· Obtains and updates insurance information.· Meets all regulatory and compliance standards· Delivers high-level of customer service· Follows documented protocols and guidelines· Meets and exceeds departmental quality assurance standards· Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding Hospital services· Uses functionality of the telephone system as required· Other departmental duties as assigned
2026-05-12T00:00:00Z

Client Service Coordinator - Associate

Redwood City, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
POSITION: Client Service Coordinator - Associate (Contract)Location: Redwood City, CA (Onsite)Schedule: 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PMAssignment Type: Contract (Temp)Tentative Pay: $21 per hour OverviewWe are partnering with a leading organization to identify a Client Service Coordinator - Associate to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. Key Responsibilities<ul><li>Manage phone calls, emails, and correspondence in a professional manner</li><li>Schedule meetings, coordinate conferences, and maintain calendars</li><li>Maintain filing systems, sort/distribute mail, and order office supplies</li><li>Assist with financial record keeping and expense tracking</li><li>Support special projects and team initiatives as needed</li><li>Maintain cleanliness and organization in shared office spaces (kitchen and common areas)</li></ul>
2026-05-15T00:00:00Z

Inside Sales Representative

Concord, CA
onsite
Temporary to Hire
18 - 20 USD / Hourly
Looking to break into sales with purpose—and real earning potential? Join Robert Half's client as an Inside Sales Representative and become part of a mission-driven healthcare company helping older adults and families feel safer, more independent, and supported at home. This is an ideal opportunity for someone early in their sales career who wants hands-on experience, steady inbound leads, and a clear path into commission earnings within your first few months. Why this Inside Sales Representative role stands out:<ul><li>Warm, inbound leads—no cold calling grind</li><li>Clear path to commission eligibility (as early as 3–6 months)</li><li>Hybrid schedule: 3 days in-office (Concord), 2 days remote</li><li>Meaningful conversations that genuinely help people</li></ul>What you’ll do:<ul><li>Connect with inbound prospects already seeking solutions—guide them with clarity and confidence</li><li>Build trust with older adults, caregivers, and families making important safety decisions</li><li>Ask thoughtful questions, understand needs, and recommend the right options</li><li>Move conversations forward naturally—helping customers feel ready to take the next step</li><li>Keep your pipeline organized and active through consistent follow-up</li><li>Hit daily outreach and conversion goals in a supportive, team-driven environment</li><li>Share real-time feedback on what you’re hearing from customers to improve campaigns and messaging</li></ul>What makes you a strong fit:<ul><li>Strong communicator who can simplify information and build trust quickly</li><li>Motivated by goals, growth, and the opportunity to earn more</li><li>Curious, coachable, and eager to develop sales skills</li><li>Comfortable having meaningful conversations with a wide range of people</li></ul>What you gain:<ul><li>A true entry point into sales with structured support and coaching</li><li>Experience closing real business—not just setting appointments</li><li>A role where your work has a direct impact on people’s safety and peace of mind</li></ul>If you're looking for a role where you can grow quickly, earn more, and do work that matters—this is it. Apply today for this Inside Sales Representative role, and start building your sales career.
2026-05-19T00:00:00Z

Service Coordinator

Livermore, CA
onsite
Temporary to Hire
29 - 32 USD / Hourly
We are looking for a Service Coordinator to support daily dispatch and service operations for a busy team in Livermore, California. This contract position offers a path to a permanent role and is ideal for someone who can keep schedules organized, communicate clearly with customers and technicians, and stay composed while balancing changing priorities. The role serves as a central point of coordination across the office and field, helping ensure service calls are handled efficiently and records remain accurate. Success in this position requires strong follow-through, a collaborative mindset, and comfort working with service software and administrative processes. Service Coordinator Responsibilities:• Organize and adjust technician schedules for routine service visits, preventive maintenance, and urgent callouts to keep response times on track.• Act as the primary communication link between office staff, field technicians, and customers, ensuring updates are shared clearly and professionally.• Support the rollout and day-to-day use of updated service software by assisting with setup, data input, testing, and basic user guidance.• Communicate with customers regarding new requests, appointment timing, service updates, and follow-up needs after work is completed.• Open, revise, and finalize work orders in the service management system with a high level of accuracy and attention to detail.• Prepare technicians with the job information, supporting documents, and parts-related details needed for efficient service completion.• Monitor parts requests and help coordinate supply ordering and organization to avoid delays in scheduled work.• Maintain complete service documentation, including job notes, equipment records, and status updates for reporting and historical reference.• Partner with accounting and internal team members to support accurate billing, smoother workflows, and stronger overall service performance. If you are interested in this Service Coordinator position, please submit your resume today.
2026-05-19T00:00:00Z

Client Service Associate - Unlimited PTO!

Palo Alto, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
If interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration! Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment. Responsibilities<ul><li>Support and maintain relationships with high-net-worth clients </li><li>Coordinate and execute new client onboarding </li><li>Partner with attorneys, accountants, and other client advisors </li><li>Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans </li><li>Provide portfolio reporting, analytical, and relationship management support </li><li>Collaborate across teams to deliver a high-touch client experience </li></ul>
2026-05-19T00:00:00Z

Healthcare Access Operations Agent (Call Center)

Newark, CA
onsite
Temporary / Contract
27 - 28 USD / Hourly
These are on site positions in Newark, CA. Must have 2 years of call center experience, medical terminology, and some medical office experience. We are looking for an Access Operations Agents to support patient registration and appointment coordination in California. This Long-term Contract position plays an important role in creating a smooth experience for patients by managing scheduling, handling inquiries, and ensuring information is recorded accurately. The person in this role will serve as a key connection point between patients, providers, clinic staff, and outside facilities while maintaining a high standard of service, accuracy, and compliance. This is an opportunity on a day shift schedule with 40 hours per week. Responsibilities:• Manage appointment coordination for new and returning patients by arranging, updating, and maintaining physician and clinic schedules.• Serve as a communication link between patients and care teams, ensuring questions, messages, and follow-up needs are directed appropriately.• Record call details thoroughly and route inquiries to the correct department for timely resolution.• Recognize urgent patient concerns or workflow issues and escalate them to the appropriate team members without delay.• Gather and verify information from patients, care teams, and external facilities to support continuity of care.• Update insurance details and maintain accurate patient records within database systems and medical documentation tools.• Provide clear guidance on clinic procedures, available services, and next steps by using reference materials and knowledge resources.• Follow established protocols, regulatory requirements, and quality standards while supporting additional departmental tasks as needed.
2026-05-15T00:00:00Z

Sales Support

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
Job OverviewWe are seeking a Sales Support professional to assist the sales team with administrative tasks, customer communication, and order processing.Job Description<ul><li>Support sales representatives with quotes, proposals, and order entry</li><li>Communicate with customers regarding order status and account updates</li><li>Maintain accurate sales records, customer files, and CRM data</li><li>Prepare reports and assist with sales tracking and forecasting</li><li>Coordinate with internal departments to ensure timely service delivery</li><li>Help improve sales processes and customer responsiveness</li></ul>
2026-05-08T00:00:00Z

Client Service Associate | 2 days onsite

San Carlos, CA
onsite
Permanent / Full Time
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-05-08T00:00:00Z

Client Relationship Associate

San Ramon, CA
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
Client Relationship Associate– Growing RIA | San Ramon | Onsite DayJennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a Client Relationship Associate to support their advisory and investment teams.This is a great opportunity for someone who thrives in a fast-paced, detail-driven environment, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers strong mentorship and long-term stability. What You’ll Do<ul><li>Act as the central hub for trade execution, processing advisor-submitted requests with accuracy and speed</li><li>Manage and execute 40–80 trades daily across platforms such as Schwab and Fidelity</li><li>Ensure data accuracy and clean trade entry across all transactions</li><li>Collaborate directly with custodians’ trading desks to resolve discrepancies and execution issues</li><li>Monitor daily trading activity and escalate any operational or risk-related concerns</li><li>Partner with the investment team on reporting, ad hoc analysis, and process improvements</li><li>Help enhance and streamline trading workflows as the firm continues to scale</li></ul>
2026-05-15T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
80000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent / Full Time
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>
2026-05-01T00:00:00Z