<p><strong>Customer Service Specialist</strong></p><p><strong>Brief Job Description:</strong></p><p>The Customer Service Specialist provides support to customers by answering questions, resolving issues, processing requests, and delivering a positive service experience.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries by phone, email, or chat</li><li>Resolve issues related to orders, billing, products, or services</li><li>Document customer interactions in CRM or ticketing systems</li><li>Escalate complex issues to appropriate departments</li><li>Process returns, refunds, or service requests as needed</li><li>Maintain service quality and meet response-time goals</li></ul>
<p>We are looking for a Customer Service Representative to support customers with care, accuracy, and professionalism in San Francisco, California. This Contract position is ideal for someone who can create a helpful experience on every interaction while keeping work organized and moving efficiently. The right person will balance strong phone-based service with attention to detail so customer requests and applications are handled correctly the first time.</p><p><br></p><p>Responsibilities:</p><p>• Assist customers by phone with clear, courteous guidance that helps them understand next steps without feeling pressured.</p><p>• Handle inbound and outbound calls to address questions, resolve issues, and provide timely updates on requests or applications.</p><p>• Complete order entry and related customer records with a high level of accuracy to reduce follow-up corrections.</p><p>• Review submitted information carefully and gather complete responses so items can be processed successfully on the initial pass whenever possible.</p><p>• Monitor open and pending cases closely, following up as needed to keep applications and service requests from remaining unresolved.</p><p>• Maintain dependable attendance and consistent availability during scheduled queue coverage hours.</p><p>• Respond constructively to coaching and quality feedback, adjusting approach quickly when performance concerns are identified.</p><p>• Support service operations by documenting interactions thoroughly and escalating more complex customer concerns when appropriate.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Michaela Stauber at michaela.stauber- at - roberthalf - .com with your word resume and reference job ID#00410-0013511255**</p>
We are looking for a Customer Service Representative to support customers with timely, accurate assistance in San Francisco, California. This is a Contract position for someone who can create a positive experience by listening carefully, resolving questions efficiently, and ensuring applications and requests are completed correctly the first time. The ideal candidate brings a steady call center presence, communicates clearly on both inbound and outbound calls, and responds well to feedback in a fast-paced service environment.<br><br>Responsibilities:<br>• Assist customers by phone with clear guidance, helping them understand next steps without making interactions feel rushed.<br>• Handle inbound and outbound calls professionally while addressing questions, resolving issues, and documenting key details accurately.<br>• Complete order entry and application-related tasks with strong attention to detail to improve first-pass accuracy.<br>• Monitor open or pending customer items and follow up promptly to keep requests moving toward resolution.<br>• Maintain dependable coverage during scheduled hours and remain consistently available to support queue demands.<br>• Apply coaching and performance feedback to strengthen service quality and correct flagged issues quickly.<br>• Provide thorough, complete responses that reduce repeat contact and improve the overall customer experience.
We are looking for a Customer Service Representative to support customer accounts and coordinate order-related activities for a Long-term Contract position in Tracy, California. This role serves as a key link between customers, sales, production, and shipping teams to keep orders accurate, timely, and responsive to business needs. The ideal candidate is comfortable in a manufacturing setting, communicates clearly, and can manage multiple priorities while maintaining strong customer relationships.<br><br>Responsibilities:<br>• Receive and process customer orders submitted by clients or internal account representatives, ensuring complete and accurate entry.<br>• Coordinate the timely purchase of materials and supplies needed to support production schedules and customer commitments.<br>• Provide customers with updates related to order progress, pricing requests, revisions, confirmations, and service concerns.<br>• Handle purchase order administration, assist with account credit activities, and keep customer records current and organized.<br>• Partner with manufacturing and shipping teams to help meet delivery targets and resolve order-related issues efficiently.<br>• Manage several small to mid-sized customer accounts that require close attention, detailed follow-up, and dependable service.<br>• Use internal business systems and data-entry tools to track orders, maintain documentation, and support day-to-day account activity.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm </strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking a proactive, polished, and highly organized <strong>Operations Coordinator / Receptionist</strong> to support day-to-day office operations in a fast-paced corporate environment. This role serves as the first point of contact for guests, vendors, and employees while also providing broad administrative and operational support to help keep the office running smoothly.</p><p>This is an ideal opportunity for someone who enjoys being the central hub of an office, takes pride in creating a welcoming environment, and can manage multiple priorities with professionalism and attention to detail.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary front desk contact by greeting visitors, vendors, and employees in a professional and welcoming manner</li><li>Answer and route incoming calls and respond to general front office inquiries</li><li>Maintain the reception area, lobby, meeting spaces, and common areas to ensure a clean and professional appearance</li><li>Support daily office operations and routine administrative procedures</li><li>Act as a point of contact for general office needs and help troubleshoot day-to-day operational issues</li><li>Manage incoming and outgoing mail, shipping, deliveries, and package distribution</li><li>Provide administrative support to employees and internal teams as needed</li><li>Partner with executive support and operations teams on scheduling, coordination, and general office support tasks</li><li>Create, update, and maintain spreadsheets, documents, and presentation materials</li><li>Assist with internal communications, office signage, and light design work using tools such as Canva</li><li>Support planning and execution of office events, employee activities, and onsite meetings</li><li>Provide general backend administrative support to the operations team</li></ul><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
<p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
<p>We are hiring a Customer Service Administrator to provide administrative support while assisting customers with inquiries, orders, and service requests.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer calls, emails, and online inquiries</li><li>Process orders, service requests, and account updates</li><li>Maintain accurate customer records and documentation</li><li>Coordinate with internal departments to resolve issues</li><li>Assist with reporting, filing, and other administrative tasks</li></ul>
<p>We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements.</p><p><br></p><p>Responsibilities:</p><p>• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.</p><p>• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.</p><p>• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.</p><p>• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.</p><p>• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.</p><p>• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.</p><p>• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.</p><p>• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health</p>