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15 results for Customer Service Manager in San Mateo, CA

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a Customer Service Representative to support customers in San Francisco, California through a Contract position focused on responsive, high-quality service. In this role, you will help individuals navigate questions and application-related needs with accuracy, patience, and professionalism. The ideal candidate brings a steady call center presence, communicates clearly, and contributes to a smooth customer experience by resolving inquiries efficiently and thoroughly. Responsibilities: • Handle inbound and outbound customer interactions with a helpful, solution-focused approach that makes each caller feel supported throughout the conversation. • Provide clear guidance on forms, requests, and next steps so customers receive accurate information and can move forward without unnecessary delays. • Complete order entry and related updates carefully, ensuring information is entered correctly the first time whenever possible. • Monitor open or incomplete items and take timely follow-up actions to reduce stalled applications or unresolved customer issues. • Maintain dependable attendance and remain available during assigned queue coverage hours to support service levels and response times. • Respond constructively to coaching and performance feedback, applying direction quickly to improve call quality and consistency. • Document customer conversations and outcomes thoroughly so records remain current, organized, and useful for follow-up activity.
2026-07-18T00:00:00Z

Customer Service Representative

San Mateo, CA
onsite
Temporary / Contract
22 - 23 USD / Hourly
Robert Half is working to support our client with an exciting event at Coyote Point. This is a one day event for 4.5 hours starting at 2:30PM. Your job is to ensure a smooth registration process for guests. Personability is huge! The goal is to have the guests from start to finish have a great experience. If interested, apply now! No interview process! Duties: Greeting guests, scanning tickets, selling tickets via box office, etc. Candidates will be using iPhone scanners. Overall, very simple role!
2026-07-17T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
24 - 28 USD / Hourly
Customer Service RepresentativeJob Description:We are looking for a Customer Service Representative to serve as the primary point of contact for customers, providing product or service information and resolving issues efficiently. This role is ideal for someone who is empathetic, solutions-oriented, and service-driven.Responsibilities:<ul><li>Answer incoming calls, emails, and chat inquiries from customers</li><li>Resolve customer concerns related to orders, billing, accounts, or services</li><li>Document interactions in CRM or ticketing systems</li><li>Escalate complex issues to the appropriate team members</li><li>Maintain a high level of professionalism and customer satisfaction</li></ul>
2026-07-02T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Contract assignment in San Leandro, California. This short-term opportunity is ideal for someone who is organized, adaptable, and comfortable working onsite in a manufacturing environment. In this role, you will help keep daily department activities running smoothly so core team members can stay focused on priority initiatives. Responsibilities: • Support day-to-day office and customer service activities by managing routine administrative work and maintaining organized records. • Prepare, update, and format business documents, emails, and spreadsheets using Microsoft Outlook, Word, and Excel. • Assist the customer service team with overflow assignments and follow-up tasks to improve response times and workflow efficiency. • Enter and maintain accurate information in department files, trackers, and other internal documentation. • Coordinate communications with internal contacts and external parties as needed to keep requests moving forward. • Contribute to a cooperative team environment by stepping in where needed and adjusting to changing daily priorities.
2026-07-15T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
26 - 29 USD / Hourly
Customer Service AdministratorJob Description:Seeking a Customer Service Administrator to support customer inquiries, process orders, and maintain positive client relationships.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Process orders and service requests</li><li>Update customer records</li><li>Track customer issues and resolutions</li><li>Generate customer reports</li><li>Support cross-functional teams</li></ul>
2026-07-17T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
23 - 27 USD / Hourly
Customer Service AdminJob Description:We are hiring a Customer Service Admin to provide administrative and customer support to ensure efficient daily operations. This position combines customer communication with clerical and scheduling responsibilities.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Maintain customer records, files, and service documentation</li><li>Assist with scheduling, reporting, and data entry tasks</li><li>Support order tracking, invoicing, and issue resolution</li><li>Collaborate with internal departments to ensure customer satisfaction</li></ul>
2026-07-02T00:00:00Z

Customer Support Rep

San Francisco, CA
remote
Temporary / Contract
25.1465 - 29.117 USD / Hourly
We are looking for a Customer Support Admin to provide responsive front-line assistance for users and help resolve everyday technical issues in a detail-oriented and efficient manner. This Long-term Contract position is based fully remote and is ideal for someone who communicates clearly, stays organized, and approaches problems with sound judgment. The role combines hands-on customer support, accurate recordkeeping, and thorough documentation to ensure a reliable support experience. Responsibilities:<ul><li>Handle protected health information (PHI) and sensitive practice data </li><li>Enter and update customer records </li><li>Draft concise, empathetic, jargon-free email updates to customers </li><li>Track progress and maintain accurate case notes</li><li>Flag missing information or process gaps for manager review </li><li>De-escalate frustrated customers with professionalism and empathy </li></ul>
2026-07-17T00:00:00Z

Client Services Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Client Services & Operations Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Client Operations Specialist

San Francisco, CA
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Job Title: Client Operations Specialist Location: San Francisco; HybridSalary: $75-80k + Bonus Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement. Responsibilities:<ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
2026-07-11T00:00:00Z

Supply Chain Manager

Orinda, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
We are looking for an experienced Supply Chain Manager to lead core planning, sourcing, inventory, logistics, and distribution functions in the San Francisco East Bay, California. This position blends strategic oversight with hands-on operational leadership to strengthen service performance, improve efficiency, and support business growth. The ideal candidate brings strong judgment, data-driven decision-making, and the ability to align cross-functional teams and external partners around shared supply chain goals. Responsibilities:• Shape and carry out supply chain plans that improve operational performance, support customer demand, and enable long-term business objectives.• Direct inventory planning, replenishment activities, transportation coordination, and distribution execution to maintain product availability at appropriate stock levels.• Identify process gaps and lead improvement efforts that lower costs, raise service quality, and streamline day-to-day workflows.• Track key supply chain metrics, analyze performance trends, and recommend corrective actions to strengthen overall results.• Anticipate operational disruptions and develop practical contingency plans to reduce risk across sourcing, logistics, and fulfillment activities.• Build productive partnerships with suppliers and logistics providers, managing service expectations, performance reviews, and ongoing accountability.• Lead commercial discussions with external partners, including contract terms and service standards, to secure reliable and cost-effective support.• Work closely with internal departments to coordinate priorities, resolve operational challenges, and ensure supply chain activities align with company needs.• Coach and develop team members, set clear expectations, and promote a culture focused on ownership, collaboration, and continuous improvement
2026-07-01T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-07-02T00:00:00Z

Client Service Associate, Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Client Service Associate - Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-17T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
29 - 39 USD / Hourly
We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position is ideal for someone who can manage emergency and routine calls with accuracy, sound judgment, and a calm, detail-oriented approach. The role serves as a central point of communication for facilities and security-related requests, ensuring timely dispatch, clear documentation, and consistent shift-to-shift coordination. Responsibilities:• Monitor incoming radio and phone communications, assess urgency, and coordinate the appropriate response when safety or operational issues arise.• Gather complete details from callers, including location, incident type, and relevant conditions, and document the information accurately in the designated work order system.• Dispatch facilities, security, or other response teams based on the nature of each request and follow through to support timely resolution.• Maintain precise service records, log updates, and work order notes to ensure all activity is tracked clearly and consistently.• Review active workflows throughout the shift to confirm that emergency and non-emergency requests are handled efficiently and according to established procedures.• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.• Communicate important updates, unresolved issues, and emerging concerns to incoming team members during shift handoff.• Work closely with supervisors, responders, and partner departments to support coordinated action and effective communication across operations.
2026-07-16T00:00:00Z