41 results for Customer Service Representative in San Jose Ca

Customer Service Representative We are looking for an efficient Customer Service Representative to be part of our team in Santa Clara, California. Your role will involve managing customer interactions, maintaining thorough customer records, and ensuring all customer inquiries are resolved in a timely manner. This is a short term contract employment opportunity. Responsibilities: • Accurately process customer credit applications • Maintain comprehensive and up-to-date customer credit records • Handle customer inquiries and resolve them promptly and professionally • Monitor customer accounts and take necessary actions • Check-in people using digital devices • Manage and direct traffic efficiently.

Customer Service Representative We are providing an opportunity for a Customer Service Specialist in the industry located in Newark, California. As a Customer Service Representative, you'll be tasked with handling customer inquiries via telephone and email, managing customer accounts, and ensuring the smooth running of our department's operations. This role offers a long-term contract employment opportunity. Responsibilities: • Efficiently manage inbound and outbound calls, faxes, and other communication with patients, providers, and clinic staff.• Coordinate patient care by scheduling, editing, and maintaining routine appointments for new and returning patients.• Accurately document and route calls to the appropriate department.• Identify urgent customer needs or operational issues and escalate them as necessary.• Collaborate with care teams, patients, and external facilities to obtain necessary information required for care.• Update and maintain insurance information.• Adhere to all regulatory and compliance standards.• Deliver a high level of customer service and follow documented protocols and guidelines.• Use reference documents and online knowledgebase tools to provide accurate information about services.• Utilize the functionality of the telephone system as required.• Perform other departmental duties as assigned.

Medical Customer Service Representative We are currently sourcing for Onsite Medical Customer Service Representatives for several roles with our client based in Newark, CA. These roles provide an exciting opportunity to work in a dynamic healthcare environment where exceptional customer service, accuracy, and compliance are paramount. The opportunity to transition to a full-time employee is based on performance and business needs Key Responsibilities<ul><li>Respond to a high volume of incoming telephone calls and referrals.</li><li>Assist patients with scheduling, registering, and canceling appointments.</li><li>Accurately document caller information and route calls to appropriate departments.</li><li>Identify and escalate urgent issues or operational needs as appropriate.</li><li>Navigate electronic medical records (EMR) systems to ensure patient information is current and correctly entered.</li><li>Meet and exceed quality assurance and regulatory compliance standards.</li><li>Deliver superior customer service while adhering to documented protocols and guidelines.</li><li>Utilize reference documents and knowledgebase tools to communicate accurate information about services.</li><li>Manage multi-line telephone systems effectively and perform additional department duties as assigned.</li></ul>

Customer Service Representative We are offering a contract-to-permanent employment opportunity in Livermore, CA for a Customer Service Representative. As a key player on our team, you will handle a variety of tasks that ensure smooth and efficient customer service operations. These tasks include processing customer purchase orders, managing customer inquiries, and maintaining communication with various internal departments. Work hours will be day shift M-F. Customer Service Duties:• Efficiently respond to customer inquiries via phone and email• Handle direct general customer service for end-users and distribution partners• Prepare and submit customer quotes using Epicor• Process customer purchase orders upon receipt, ensuring accuracy in detail such as ship to address, need by dates, order price, customer part number, and quantity• Communicate order status updates to customers, providing commit/promise dates when available• Regularly monitor customer orders to ensure on-time delivery, escalating any issues when necessary• Collaborate with support departments such as Finance, Sales, Purchasing, Engineering, and Product Management• Manage returns process, including creating return documents and tracking returns through to completion• Adhere to all documented sales operations processes, and open corrective action cases in Epicor for process improvement opportunities• Perform other related duties as assigned by management If you are interested in this Customer Service Representative position, apply today!

Customer Service Representative Robert Half is currently recruiting a full-time Customer Service Representative. This position plays a vital role in ensuring customer satisfaction and efficient order processing. The successful applicant will utilize a proactive approach to manage customer requests and inquiries regarding product availability and delivery schedules in a fast-paced environment. This role is contract with possibilities of contract to hire. Apply today! Key Responsibilities: • Managing incoming phone calls, greeting guests. • Processing orders received via phone and fax from customers and sales representatives. • Checking, alphabetizing, and filing invoices. • Converting orders to Excel spreadsheets • Updating company sales catalogs. • Performing other tasks as required.

Customer Service Representative We are seeking a Customer Service Representative in the Food & Food Processing industry, based in South San Francisco, California. This role offers a contract to permanent employment opportunity, where you will be an integral part of our team, managing customer interactions, maintaining their records, and ensuring their orders are processed efficiently. Responsibilities: • Manage incoming phone calls, ensuring they are screened and forwarded appropriately • Welcome guests including customers, vendors, and visitors with a detail oriented demeanor • Efficiently handle customer orders received via phone or fax, ensuring they are processed correctly • Respond to customer inquiries regarding product availability and delivery schedules • Maintain up-to-date company sales catalogs for easy reference • Ensure all invoices are double-checked, alphabetized, and filed systematically • Handle additional tasks as required to ensure smooth operations • Utilize your skills in Microsoft Word and Order Entry for efficient data management and customer service.

Customer Service Representative Robert Half is currently recruiting a full-time Customer Service Representative. This position plays a vital role in ensuring customer satisfaction and efficient order processing. The successful applicant will utilize a proactive approach to manage customer requests and inquiries regarding product availability and delivery schedules in a fast-paced environment. This is a contract role with possibilities to turn into a full-time role. Apply today! Key Responsibilities: • Managing incoming phone calls, greeting guests. • Processing orders received via phone and fax from customers and sales representatives. • Checking, alphabetizing, and filing invoices. • Converting orders to Excel spreadsheets • Updating company sales catalogs. • Performing other tasks as required.

Customer Service Representative We are on the lookout for a meticulous Customer Service Representative to be a part of our team. Stationed in San Jose, California, this role centers around customer service within a call center environment. The selected candidate will have the opportunity to handle customer interactions, maintain precise records, and manage customer accounts. Responsibilities: • Accurately and efficiently process customer credit applications • Maintain precise records of customer credit • Handle customer inquiries and provide appropriate solutions • Monitor customer accounts and take necessary actions • Assist in the preparation and review of contracts, amendments, extensions, and terminations • Track and monitor contracts and related documents to ensure timely renewals • Collaborate with legal and finance departments for contract inquiries and clarifications • Answer inbound calls and manage email correspondence with customers • Use Microsoft Excel and Word to input data and manage customer information • Schedule appointments and manage order entry.

Member Services Representative Job Title: Member Services Representative Job Description:We are seeking a dynamic and customer-focused Member Services Representative to join our team. The primary role of this position is to resolve and respond to inquiries and issues related to the products or services our members utilize. This role combines problem-solving, relationship management, and customer service skills to ensure a high standard of member satisfaction. Responsibilities:<ul><li>Promptly respond to member inquiries via phone, email, and in person, offering exceptional customer service.</li><li>Accurately maintain members' accounts, process changes and updates as needed.</li><li>Provide detailed information about company products and services.</li><li>Follow set procedures and scripts when handling different topics.</li><li>Handle member complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure resolution.</li><li>Assist in resolving operational problems and conferring with supervisors as necessary.</li><li>Greet, guide, and assist members in navigating the facility or using the services.</li><li>Participate in member retention efforts and create positive member relations.</li><li>Collaborate with other departments to address and resolve member issues.</li><li>Identify and escalate customer issues to the appropriate department or supervisor.</li></ul>

Client Service Associate Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use of technology. This firm offers great career growth opportunities and supports professional development. Competitive compensation. Awesome team. Responsibilities:<ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</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 web calls and international banking support.</li></ul>Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Client Service Associate Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use of technology. This firm offers great career growth opportunities and supports professional development. Competitive compensation. Awesome team. Responsibilities:<ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</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 web calls and international banking support.</li></ul>

Client Service Associate - East Bay! Job Posting: Client Service Associate/TraderEmployment Type: Full-TimeLocation: East BayComp: $115-$130k A Wealth Management Firm managing around 6 million in assets, located in the East Bay is looking for an experience Client Service Associate to join their team. This firm provides excellent opportunities for career advancement. If you're eager to make a difference, apply now and contribute to ongoing success! Job Duties:<ul><li>Prepare and maintain spreadsheets detailing potential and current client portfolios.</li><li>Execute client trades with precision and accuracy.</li><li>Rebalance client portfolios.</li><li>Generate and review detailed client's portfolio.</li><li>Handle client money movement requests in a timely manner.</li></ul>

Patient Access Rep We are offering a short term contract employment opportunity for a Patient Access Rep in Palo Alto, California. In this role, you will be tasked with a variety of responsibilities related to patient admissions and registration, handling customer service inquiries and concerns, and processing required paperwork for billing and compliance needs. Responsibilities: • Accurately record payments collected at the point-of-service delivery • Develop a fundamental understanding of the various health insurance coverage options • Manage routine patient escalations and perform service recovery when necessary • Assist with complex registrations by escalating to a more experienced team member • Greet patients and initiate the registration process • Maintain detail-oriented communication with various staff, physicians, guests, and patients • Meet individual productivity and key performance indicators on a weekly basis • Provide excellent customer service to all individuals you interact with • Handle a combination of responsibilities for all areas of Patient Access Service operations.

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate in Menlo Park, California, United States. This role is central to our operations, providing essential back office services across various areas. The Office Services Associate will be involved in several facets of our business, including reprographics, mail services, hospitality, facilities, audio/visual, and reception duties. Responsibilities: • Conducting office services in a digital environment, utilizing various tools and platforms • Providing customer service, ensuring the creation, maintenance, and enhancement of customer relationships • Handling sensitive and confidential documents and information with utmost care and discretion • Using problem-solving skills to resolve issues and escalating to a supervisory level when necessary • Working effectively in a team environment, interacting with diverse backgrounds and functions • Maintaining logs for all office services work and ensuring that job tickets are properly filled out before beginning work • Following established procedures for office services work, including reprographics, mail, and intake functions • Communicating effectively with supervisors or clients regarding job or deadline issues • Prioritizing workflow and ensuring quality assurance on own work and work of others • Troubleshooting basic equipment problems and placing service calls when needed.

Collections Specialist We are seeking a Collections Specialist to join our team in Livermore, California. The successful candidate will be responsible for managing customer collections and receivables postings. This role offers a contract to permanent employment opportunity within the service industry. Responsibilities: • Handle customer collections and manage receivables postings • Process large invoices with precision and efficiency • Utilize Microsoft Excel for data management and reporting • Assist customers with inquiries and issues related to their credit accounts • Ensure superior customer service communication at all times • Perform commercial collections as per the company's policies and procedures • Conduct cash applications as required • Work collaboratively with the Accounting Finance team • Contribute to the team's performance by sharing knowledge on collections and customer service • Monitor customer credit accounts and take appropriate actions for delinquent payments.

Collections Specialist We are offering a permanent employment opportunity in the service industry at our location in Livermore, California. We are inviting applications for the role of Collections Specialist. The successful candidate will be tasked with managing customer collections and receivables postings, among other responsibilities. Responsibilities: • Handle customer collections with precision and efficiency • Accurately process cash applications • Be proficient in Excel to manage large invoices • Provide superior customer service and assist customers with their inquiries • Monitor customer accounts and take necessary actions • Manage collections in a commercial setting • Maintain accurate customer credit records • Participate in training programs related to collections • Contribute to the team's goal of providing excellent customer service.

Client Services Specialist Jeff Abrams, representing Robert Half, is excited to partner with an outstanding company in search of a Client Services Specialist. This role presents an exceptional opportunity to join a dynamic team within a prestigious organization, offering the chance to make a meaningful impact while advancing your career in client services.Key Responsibilities:<ul><li>Provide top-notch client relationship management by assisting with client requests such as money transfers, account consolidations, and website access.</li><li>Collaborate closely with the client service team to prepare for client meetings, including generating reports, gathering information, and inputting data into Salesforce or eMoney.</li><li>Communicate effectively with clients to address operational/administrative inquiries and resolve issues promptly.</li><li>Proactively monitor and initiate service requests with custodians on behalf of clients.</li><li>Facilitate account-related tasks such as opening accounts, reregistering accounts, processing stock option exercises, conducting cost basis research, and managing stock donations.</li><li>Maintain accurate client data by creating portfolios in the portfolio management system and updating CRM (Salesforce) and internal systems accordingly.</li><li>Contribute to the quarter-end client reporting process by producing, reviewing, and delivering all client reports.</li><li>Ensure the correct execution of client service procedures within the firm and continuously research and implement more efficient and effective policies and procedures for client service and reporting expectations.</li></ul>Join us in this exciting opportunity to play a pivotal role in delivering exceptional client service and contributing to the success of our esteemed organization.

Admin Clerk We are looking for a diligent Admin Clerk to support our client located in El Cerrito, California. The role focuses on providing excellent customer service, organizing and maintaining records, and ensuring data accuracy. This role offers a short term contract employment opportunity that is anticipated to last until around the end of March but may turn into a contract to permanent opportunity. This is a fully onsite role and work hours are Monday to Friday, from 8AM until 5PM. Responsibilities:• Facilitate customer interactions and provide high-quality service• Enter and manage data effectively• Maintain and organize files systematically• Utilize Microsoft tools for administrative tasks• Perform reconciliation tasks as needed

Front Desk Coordinator We are in search of a Front Desk Coordinator to join our team in the IT Software industry, based in Sunnyvale, California. This crucial role involves managing the reception area, ensuring smooth daily operations, and providing administrative support. The position offers a short-term contract employment opportunity. Responsibilities: • Ensuring the reception area is always tidy, detail oriented, and inviting. • Welcoming and assisting visitors, employees, vendors, and clients with courtesy and warmth. • Overseeing the front desk area to maintain its organization and presentation. • Adhering to visitor protocol, including the issuance of visitor badges. • Promptly informing employees of guest arrivals. • Providing information regarding office facilities and directions as needed. • Coordinating and scheduling conference room bookings as required. • Handling incoming and outgoing mail, packages, and deliveries. • Maintaining office supplies inventory and placing orders when necessary. • Engaging in clear and prompt communication with employees. • Participating in the setup and breakdown of events and employee activities. • Ensuring common office spaces and meeting rooms are clean and presentable. • Providing administrative assistance to the Operations Manager, including routine office procedures. • Assisting with travel arrangements for domestic requests. • Adhering to office security protocols and safety policies.

Front Desk/Receptionist We are seeking a friendly and professional Receptionist / Front Desk Receptionist to be the first point of contact for our organization. The ideal candidate will have excellent communication skills, a positive attitude, and the ability to multitask effectively in a fast-paced environment. This role is essential in providing exceptional customer service to visitors, clients, and staff, and ensuring the smooth operation of the front desk area. Responsibilities:Greeting and Welcoming:<ul><li>Warmly greet visitors, clients, and staff as they arrive at the office.</li><li>Provide excellent customer service by answering questions, providing directions, and assisting with inquiries.</li><li>Maintain a professional and welcoming demeanor at all times, representing the organization in a positive light.</li></ul>Answering and Directing Calls:<ul><li>Handle incoming calls on a multi-line telephone system, routing them to the appropriate departments or individuals.</li><li>Take messages accurately and relay them promptly to the intended recipients.</li><li>Provide basic information about the organization, its services, and office hours to callers.</li></ul>Managing Reception Area:<ul><li>Keep the reception area clean, organized, and presentable at all times.</li><li>Monitor visitor access and issue visitor badges as needed.</li><li>Manage incoming and outgoing mail, packages, and deliveries, distributing them to the appropriate recipients.</li></ul>Administrative Support:<ul><li>Assist with administrative tasks such as typing, filing, photocopying, and faxing.</li><li>Schedule appointments and meetings, and maintain calendars for staff as requested.</li><li>Assist with special projects, events, and other tasks as needed.</li></ul>Security and Safety:<ul><li>Monitor security cameras and ensure the safety and security of the premises.</li><li>Follow security procedures and protocols to maintain a safe environment for employees and visitors.</li><li>Respond to emergencies or incidents appropriately, following established procedures.</li></ul>

Front Desk Coordinator We are seeking a Front Desk Coordinator to join our team in Santa Clara, California. This role is essential to the smooth running of our operations, as you will handle crucial administrative tasks, manage incoming calls, and provide a detail oriented and cordial welcome to all visitors. This role offers a short term contract employment opportunity. Responsibilities: • Oversee the front desk area to ensure a tidy and well-organized environment • Welcome visitors, clients, and team members cordially and with detail orientation • Manage incoming telephone calls, route calls to the correct personnel, and take necessary messages • Handle email communication by responding to inquiries and providing required information or redirecting them to the right contacts • Use your skills in Microsoft Excel and SAP B1 - Business One to carry out administrative tasks efficiently • Leverage your CSR / Customer Service Experience to provide excellent service to all our visitors and clients.

Collection Specialist We are seeking a highly motivated and experienced Commercial Collection Specialist to join our client. In this role, you will be responsible for managing customer relationships, ensuring timely payments, and addressing any issues that may cause delays in payment. Key Responsibilities: <ul><li>Account Management: Oversee and maintain assigned accounts, ensuring timely resolution of overdue balances.</li><li>Collections & Communication: Reach out to customers via phone and email to follow up on outstanding payments and manage correspondence effectively.</li><li>Customer Relationship Management: Build and maintain strong, positive relationships with customers to encourage prompt payments and resolve issues causing delays.</li><li>Dispute Resolution: Address customer concerns, resolve disputes, and manage refund or account adjustment requests while ensuring smooth account reconciliations.</li><li>Negotiation: Negotiate payment plans, settlements, and other solutions to bring in outstanding balances.</li><li>Data Management: Ensure all customer and payment data is accurately recorded and up to date in our system to support collection efforts.</li><li>Cross-Functional Collaboration: Collaborate with internal teams to identify and resolve root causes of payment delays and improve customer satisfaction.</li><li>Customer Service Excellence: Provide outstanding service in handling inquiries related to collections, account adjustments, and payment issues.</li></ul> If you are a skilled collections professional with a passion for driving results and building relationships, we encourage you to apply. We look forward to hearing about your achievements and how you can make an impact on our team! Qualifications & Requirements:<ul><li>Experience: Minimum of 10 years in accounts receivable or collections, with experience managing high-volume commercial and residential accounts.</li><li>Account Management: Proven success managing a portfolio of accounts, with a strong focus on timely collections.</li><li>Problem-Solving: Demonstrated ability to turn around delinquent accounts, including recovering amounts previously deemed uncollectible.</li><li>Communication Skills: Strong verbal and written communication skills to engage customers and resolve issues efficiently.</li><li>Attention to Detail: Organized, with excellent time management skills and the ability to handle multiple priorities simultaneously.</li><li>Technical Proficiency: Solid working knowledge of Excel and Word (intermediate level), and familiarity with recurring billing processes is a plus.</li><li>Self-Motivated: Ability to work independently, stay motivated, and thrive in a changing and fast-paced environment.</li><li>Team-Oriented: Strong team player with the ability to collaborate across departments to achieve goals.</li><li>Positive Attitude: A proactive, “glass-half-full” approach to overcoming challenges and achieving results.</li></ul>

Legal Assistant National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in the legal field. Responsibilities: <ul><li>Perform high volume data entry accurately and efficiently.</li><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul>

Commercial Collections Specialist We are offering a contract to hire for a Commercial Collections Specialist role located in Walnut Creek, California. As a Commercial Collections Specialist, your main role will be to manage customer relationships, ensure timely payments on account balances, and act as a link between customers and our team to facilitate payments and address issues causing payment delays. Responsibilities: • Monitor, manage and maintain customer accounts assigned to you• Conduct collection calls and send correspondence in a goal-driven collections department• Build and sustain effective relationships with customers and cross-functional teams• Reconcile complex customer accounts and carry out specialized billing as requested by customers• Analyze customer concerns and provide prompt resolutions• Handle customer service regarding collection issues, customer refund requests, account adjustments, and customer disputes• Undertake collection activities including customer follow-up, resolving unpaid invoices, negotiating payment plans and settlements, and dispute resolution

Commercial Collections Specialist We are offering a contract to hire for a Commercial Collections Specialist role located in Pittsburg, California. As a Commercial Collections Specialist, your main role will be to manage customer relationships, ensure timely payments on account balances, and act as a link between customers and our team to facilitate payments and address issues causing payment delays. Responsibilities: • Monitor, manage and maintain customer accounts assigned to you• Conduct collection calls and send correspondence in a goal-driven collections department• Build and sustain effective relationships with customers and cross-functional teams• Reconcile complex customer accounts and carry out specialized billing as requested by customers• Analyze customer concerns and provide prompt resolutions• Handle customer service regarding collection issues, customer refund requests, account adjustments, and customer disputes• Undertake collection activities including customer follow-up, resolving unpaid invoices, negotiating payment plans and settlements, and dispute resolution