Add your latest resume to match with open positions.

18 results for Customer Experience Specialist in San Mateo, 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

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
Provide customer support across phone, email, and chat channels while ensuring a positive customer experience. Responsibilities:<ul><li>Respond to customer inquiries and resolve issues</li><li>Track service requests and maintain records</li><li>Escalate complex matters as needed</li><li>Support customer satisfaction initiatives</li><li>Collaborate with internal teams on issue resolution</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

Livermore, CA
onsite
Temporary to Hire
23 - 24 USD / Hourly
Robert Half client is seeking a Customer Service Representative to join our team onsite in Livermore, California. This contract opportunity with potential for permanent employment is ideal for someone who enjoys supporting customers, coordinating with internal teams, and keeping orders moving accurately from quote to delivery. In this role, you will handle a mix of customer communication, order administration, and return processing while using business systems and reporting tools to maintain service quality and follow-through. Customer Service Representative Duties:• Partner with teams such as Finance, Sales, Purchasing, Engineering, and Product Management to resolve customer needs and support day-to-day service operations.• Respond to sales-related questions, help manage delivery expectations, and participate in district sales meetings by capturing key discussion points and follow-up items.• Create customer quotations in Epicor, update existing quotes as needed, and distribute pricing details directly to customers or through the sales team.• Review special account instructions and validate order details, including shipping information, requested dates, pricing, customer part numbers, and quantities before final processing.• Track open orders using Epicor, production reporting, and status tools to help maintain on-time shipment and proactively raise concerns when commitments may be at risk.• Communicate regularly with internal contacts to clarify priorities, align on scheduling, and manage customer-requested ship and delivery dates.• Process product returns by preparing return documentation, sending required forms to customers, and monitoring each case through completion, including credit memo follow-up.• Follow established sales operations procedures and document opportunities for improvement by opening corrective action cases in Epicor when needed.• Support additional customer service and administrative tasks assigned by management to help meet department goals.• Use Microsoft Office, Power BI, and web-based portals to maintain records, communicate updates, and support reporting needs. If you are interested in this Customer Service Representative opportunity, please submit your resume today.
2026-05-06T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a detail-oriented Facilities Call Center Specialist to join our team in Menlo Park, California. In this long-term contract position, you will play a vital role in ensuring smooth operations by managing communications, dispatching personnel, and maintaining accurate records. If you have strong organizational skills and thrive in high-pressure situations, we encourage you to apply. Responsibilities: • Monitor radio communications to address potential safety concerns and dispatch additional personnel as required. • Utilize the Enterprise Asset Management System to manage work orders and dispatch appropriate teams based on the nature of requests. • Communicate with emergency callers to gather critical information and ensure accurate documentation in the system. • Maintain detailed logs and records to ensure all work processes are executed thoroughly and efficiently. • Determine appropriate departments, such as facilities or security, to respond to different situations. • Prepare daily and weekly reports using software tools like Microsoft Word and Excel. • Brief incoming personnel on relevant updates or incidents to ensure a seamless transition between shifts. • Oversee workflow processes to ensure emergency and non-emergency operations are carried out professionally and promptly. • Collaborate with supervisors, shift commanders, and other responders to coordinate effective solutions.
2026-05-06T00:00:00Z

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

Client Accounts Specialist

San Francisco, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.Bank Deposits: Organizes and deposits checks into correct accounts.Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.Reporting: Provides accrual, budget, and rate data to attorneys/clients as requested.Expense Processing: Records third-party expenses and disbursements in expense systems.Account Management: Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.Collections Support: Assists with collection efforts when needed.
2026-05-01T00:00:00Z

Medical Customer Service Rep

Santa Cruz, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a Medical Customer Service Rep to support patient-facing administrative operations for a Contract position in California. This role is ideal for someone who enjoys helping patients, managing high call volumes, and maintaining accuracy in a fast-paced healthcare environment. The person in this position will serve as a key point of contact for scheduling, general inquiries, and office coordination while delivering attentive service at every interaction. Responsibilities: • Respond to incoming patient calls and assist with appointment scheduling, registration updates, and routine service requests. • Provide courteous support to patients by answering questions related to office processes, billing inquiries, and general healthcare administrative matters. • Enter and update patient information accurately in electronic practice management and other office systems. • Coordinate front-end administrative tasks to help maintain efficient daily operations within a medical office setting. • Communicate clearly with patients, clinical staff, and internal teams to ensure timely follow-up and issue resolution. • Use medical terminology appropriately when documenting information and assisting with patient communications. • Manage multiple priorities in a high-volume service environment while maintaining a detail-oriented approach and attention to detail. • Operate standard office tools and computer applications to complete administrative and customer service activities efficiently.
2026-05-06T00:00:00Z

Medical Customer Service Rep

Santa Cruz, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a Medical Customer Service Rep to support patient-facing administrative operations for a healthcare team in Santa Cruz, California. This is a Contract position suited for someone who is comfortable handling a high volume of calls, assisting patients with scheduling and billing-related questions, and providing courteous service in a fast-paced medical office environment. The ideal candidate brings strong communication skills, working knowledge of medical terminology, and confidence using computerized office and practice management systems. Responsibilities: • Respond to incoming patient calls and address questions related to appointments, general services, and routine account or billing concerns. • Coordinate scheduling activities by arranging, updating, and confirming patient visits while maintaining accurate calendar availability. • Welcome and assist patients professionally, ensuring each interaction reflects a high standard of service and empathy. • Enter, review, and update patient information in electronic systems with close attention to accuracy and confidentiality. • Support front-office and administrative workflows by preparing documentation, routing messages, and handling follow-up tasks promptly. • Use medical office software and standard business equipment to complete daily clerical and customer service duties efficiently. • Communicate clearly with clinical and administrative staff to help resolve patient issues and keep office operations running smoothly.
2026-05-06T00:00:00Z

Medical Customer Service Rep

Santa Cruz, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a Medical Customer Service Rep to support patient-facing administrative operations in Santa Cruz, California. This is a Contract position suited for someone who communicates clearly, handles a high volume of inquiries with accuracy, and is comfortable working in a fast-paced healthcare environment. The ideal candidate will help patients navigate appointments, billing questions, and general office processes while maintaining a positive service experience. Responsibilities: • Respond to incoming patient calls and questions promptly, providing clear and courteous support on office services, scheduling, and general requests. • Assist with appointment coordination, registration updates, and routine administrative tasks to keep daily front-end operations running smoothly. • Address patient billing inquiries by explaining charges, payment-related information, and next steps within established guidelines. • Enter and update patient information accurately in electronic systems while maintaining confidentiality and data integrity. • Support office workflow by using practice management tools and standard office equipment to complete documentation and service tasks efficiently. • Communicate with patients and internal team members in a detail-oriented manner to resolve issues and improve the overall service experience. • Manage multiple requests in a high-volume setting while staying organized, attentive to detail, and responsive to patient needs.
2026-05-06T00:00:00Z

Medical Customer Service Rep

Santa Cruz, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a dependable Medical Customer Service Rep to support patient-facing administrative operations for a Contract assignment in Santa Cruz, California. This position is ideal for someone who enjoys helping patients, managing high call volumes, and keeping front-end office workflows organized in a healthcare setting. The role requires strong communication, attention to detail, and confidence working with medical office systems and standard administrative tools. Responsibilities: • Respond to incoming patient calls and inquiries professionally, providing clear information related to appointments, services, and general office support. • Assist with scheduling, registration, and front-desk coordination to help maintain efficient daily clinic operations. • Communicate with patients regarding billing questions, basic account information, and routine administrative matters within established guidelines. • Enter, update, and review patient information in electronic practice management and related office systems with a high degree of accuracy. • Support office workflow by handling a steady volume of customer service requests while maintaining a courteous and service-oriented approach. • Use medical terminology appropriately when speaking with patients, staff, and providers to ensure accurate communication. • Operate standard office equipment and complete clerical tasks such as documentation, message routing, and record support. • Contribute to a positive patient experience by resolving routine concerns promptly and escalating more complex issues when needed.
2026-05-06T00:00:00Z

Medical Customer Service Rep

Santa Cruz, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a Medical Customer Service Rep to support patient-facing administrative operations for a healthcare team in Santa Cruz, California. This is a Contract position suited for someone who communicates clearly, stays organized in a fast-paced setting, and delivers attentive service over the phone and in the office. The ideal candidate brings prior experience in medical support or high-volume customer service and is comfortable working with scheduling, billing questions, and healthcare-related systems. Responsibilities: • Respond to incoming patient calls and inquiries with professionalism, providing timely assistance and clear next steps. • Coordinate appointment scheduling, updates, and general front-office support to help maintain efficient daily operations. • Assist patients with routine billing-related questions and direct more complex concerns to the appropriate department. • Enter and update patient information accurately in electronic systems while maintaining confidentiality and data integrity. • Communicate with patients, staff, and providers to support smooth administrative workflows across the office. • Use medical terminology appropriately when discussing services, appointments, and general healthcare information. • Manage multiple service requests in a high-volume environment while maintaining accuracy and a positive customer experience.
2026-05-06T00:00:00Z

Medical Customer Service Rep

Santa Cruz, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are looking for a Medical Customer Service Rep to support patient-facing administrative operations in Santa Cruz, California. This is a Contract position suited for someone who brings strong communication skills, comfort with high-volume calls, and a service-oriented approach in a healthcare environment. The ideal candidate will help patients navigate scheduling, billing, and general office inquiries while maintaining accuracy, professionalism, and a positive experience. Responsibilities: • Respond to incoming patient calls and address questions related to appointments, office services, and general healthcare administrative support. • Assist patients with scheduling, rescheduling, and confirming visits while ensuring information is entered correctly in office systems. • Provide courteous support for billing-related inquiries and help route or resolve issues in a timely manner. • Maintain accurate patient and visit information using electronic practice management and other computer-based systems. • Communicate clearly with patients, clinical staff, and internal teams to support smooth front-end office operations. • Handle a high volume of interactions efficiently while preserving service quality, confidentiality, and attention to detail. • Use medical terminology appropriately when documenting information and discussing common outpatient office matters. • Support routine administrative tasks associated with a medical office, including use of standard office equipment and software applications.
2026-05-06T00:00:00Z

Medical Customer Service Rep

San Francisco, CA
onsite
Temporary / Contract
18.05 - 18.5 USD / Hourly
We are looking for a Medical Customer Service Rep to support care coordination activities for a healthcare team serving patients, pharmacies, and nursing partners. This Long-term Contract position is based in San Francisco, California, and is ideal for someone who thrives in a high-volume environment, communicates with empathy, and can manage administrative work with accuracy and speed. The person in this role will help keep daily operations running smoothly by coordinating visits, handling service requests, and maintaining organized documentation across multiple systems. Responsibilities: • Coordinate patient and nursing visit appointments using internal healthcare technology and supporting third-party applications. • Respond to a steady flow of inbound inquiries from pharmacies, patients, and clinicians while delivering attentive and compassionate service. • Manage a high daily volume of Zendesk requests, ensuring updates are accurate, timely, and properly documented. • Confirm scheduled visits and adjust appointments as needed to support efficient care delivery. • Gather, review, and upload required records and supporting documents to maintain complete case files. • Balance competing priorities in a fast-moving setting while meeting service expectations and deadlines. • Work closely with internal teams and external partners to communicate updates, resolve issues, and improve coordination. • Build productive relationships with specialty pharmacies and nursing networks to support a reliable patient experience. • Identify opportunities to streamline workflows and share practical recommendations that enhance team operations.
2026-05-06T00:00:00Z

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>
2026-04-30T00:00:00Z

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

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

Client Service Associate | Walnut Creek

Sunol, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. For quickest consideration, please send a message to Jennifer Fukumae on Linkedin! Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-04-18T00:00:00Z