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15 results for Customer Success Coordinator in San Jose, CA

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

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
21 - 23 USD / Hourly
We are looking for a Customer Service Representative to support sales operations and deliver responsive service to clients in San Francisco, California. This Long-term Contract position is ideal for someone who enjoys a fast-moving workplace, communicates clearly, and can manage several priorities at once. The role combines customer interaction, order coordination, and administrative support, making it a strong fit for someone who is organized, proactive, and comfortable working across teams. Responsibilities: • Prepare pricing information and customer quotations in partnership with the sales team to support timely responses to client requests. • Track purchase activity and vendor commitments to help ensure orders move forward accurately and on schedule. • Communicate with customers regarding order progress, expected delivery timing, and any updates that may affect fulfillment. • Resolve shipping or order-related concerns by coordinating with internal team members and external partners to reach practical solutions. • Enter and maintain order details in company systems with a high level of accuracy and attention to detail. • Handle inbound customer inquiries professionally while providing clear information and dependable follow-up. • Support a collaborative office environment by assisting with shared priorities as workload shifts throughout the day.
2026-05-29T00:00:00Z

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 Service Associate

San Francisco, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match. Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Service Associate

Foster City, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Service Associate

San Jose, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Services Associate

Palo Alto, CA
onsite
Permanent / Full Time
90000 - 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 (flexible) | $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.
2026-05-27T00:00:00Z

Sales Coordinator

Watsonville, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
PLEASE ADVISE THIS ROLE IS FULLY ONSITE LOCAL CANDIDATES ONLY We are looking for a detail-oriented Sales Coordinator to support our manufacturing operations in Watsonville, California. In this long-term contract role, you will play a critical part in ensuring smooth order processing and sales administration while collaborating with multiple departments. This position offers an excellent opportunity to contribute to a fast-paced environment and drive process improvements. Responsibilities:• Process and manage 500-1,000 orders monthly, ensuring accuracy and efficiency.• Troubleshoot system issues and identify gaps to prevent recurring problems.• Work across multiple screens and navigate various systems fluidly.• Collaborate with internal departments to streamline workflows and resolve challenges.• Support sales representatives by handling order entry, allowing them to focus on driving sales.• Contribute to process improvements and solutions that enhance operational efficiency.• Maintain strong attention to detail while multitasking in a dynamic environment.• Build and maintain positive relationships with team members and other departments.• Communicate effectively with clients and stakeholders, ensuring their needs are met.• Adapt to new systems and procedures while providing feedback for enhancements.
2026-05-08T00:00:00Z

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.
2026-05-28T00:00:00Z

Benefits Coordinator

Oakland, CA
onsite
Temporary / Contract
30 - 33 USD / Hourly
Our client is seeking a Benefits Coordinator for a short-term contract assignment expected to run through the end of 2026. This role will primarily support U.S. leave of absence administration, with a strong preference for experience handling California leaves and added value for multi-state leave knowledge. The right person will have experience managing employee leaves directly or working alongside a third-party leave administrator, plus solid Excel and reconciliation skills. Key Responsibilities<ul><li>Process employee leaves of absence in Workday, including entry, tracking, and extensions</li><li>Guide employees on upcoming leaves, including available time-off and pay replacement options based on company policy and state requirements</li><li>Complete California Paid Family Leave and Employment Development Department paperwork for employees going out on leave</li><li>Track and reconcile missed benefit premium deductions related to new hires, life events, and returns from leave</li><li>Code benefits invoices and submit them for payment processing</li><li>Work closely with Payroll, Accounting, and internal HR contacts</li><li>Help with additional benefits-related tasks as needed</li></ul>
2026-05-29T00:00:00Z

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!
2026-05-29T00:00:00Z

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

Client Service Associate at Thriving Wealth Management Firm

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 (flexible) | $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.
2026-05-22T00:00:00Z

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

Client Service Associate - Beautiful Office on the Peninsula

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>
2026-05-16T00:00:00Z