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22 results for Customer Experience Specialist in San Ramon, CA

Customer Service Specialist

Richmond, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Position OverviewWe're seeking a Customer Service Specialist to serve as a key point of contact for customers, providing exceptional support and ensuring a positive customer experience. This role combines customer service, account support, problem resolution, and administrative coordination. The ideal candidate is a strong communicator who enjoys helping others, can navigate multiple systems simultaneously, and thrives in a fast-paced environment. This position plays an important role in maintaining customer satisfaction, strengthening client relationships, and supporting day-to-day business operations. Day-to-Day Responsibilities<ul><li>Serve as the primary point of contact for customers via phone, email, and online inquiries.</li><li>Respond to customer questions regarding products, services, orders, billing, and account information.</li><li>Resolve customer concerns promptly while maintaining a professional and positive customer experience.</li><li>Process customer orders, requests, and account updates accurately and efficiently.</li><li>Monitor order status and communicate updates to customers.</li><li>Maintain accurate customer records and account information within company systems/ CRM.</li><li>Prepare reports and track service metrics as requested.</li><li>Build and maintain positive customer relationships through proactive communication.</li><li>Identify opportunities to improve service delivery and customer satisfaction.</li></ul>
2026-08-28T00:00:00Z

Client Service Specialist

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
Anisa Henry is partnered with a respected boutique wealth management firm with a decades-long reputation for delivering exceptional service to high-net-worth individuals, families, trusts, and institutions. In the Client Service Specialist position, you'll play a central role in supporting both the Founder and Partner while serving as a key point of contact for clients. This position offers the opportunity to work in a highly collaborative, relationship-driven environment where every team member makes a meaningful impact. Ideal for someone who thrives in a client-focused setting, this role combines operational support, relationship management, and exposure to sophisticated wealth management services within a stable, close-knit firm committed to long-term success and personalized client care. Benefits:<ul><li>401(k) Safe Harbor Plan (4%)</li><li>MDV (125 Plan)</li><li>2 weeks PTO, 1 week sick time </li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers with timely, thoughtful assistance in a fast-paced service environment. This Contract position is based in San Francisco, California, and focuses on creating a smooth application and service experience by providing accurate information and attentive follow-through. The ideal candidate brings a calm, helpful communication style, strong call handling ability, and a dependable approach to daily queue coverage. Responsibilities: • Respond to inbound customer inquiries with patience and professionalism, helping each caller understand next steps clearly and confidently. • Place outbound calls as needed to gather missing details, provide updates, and keep customer requests moving toward resolution. • Complete order entry and related documentation accurately to reduce errors and improve first-time completion rates. • Review applications and customer submissions carefully to ensure forms are filled out correctly and answers are complete before processing. • Monitor pending cases and take proactive follow-up actions to prevent unnecessary delays or stalled requests. • Maintain consistent availability during scheduled hours and remain actively engaged in the service queue to support customer demand. • Apply feedback from supervisors and quality reviews to strengthen performance and improve customer interactions over time. • Support process updates or workflow changes when assigned, incorporating new steps into daily responsibilities as needed.
2026-09-10T00:00:00Z

Customer Service Representative

Benicia, CA
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for a Customer Service Representative to join a construction-focused organization in Benicia, California on a contract basis with the potential for a permanent position. This role will support customers throughout the order cycle, from purchase order intake through invoicing and delivery follow-up, while serving as a dependable point of contact for questions and updates. The ideal candidate brings strong administrative accuracy, clear communication, and the ability to manage multiple priorities in a fast-paced environment. Customer Service Representative Responsibilities:• Manage customer orders from initial purchase order receipt through final documentation, ensuring all details are entered accurately and processed on schedule.• Review pricing, quantities, batch information, and related order records to confirm accuracy before invoices are issued.• Prepare and distribute invoices, credit memos, and other customer-facing documents using company systems and established procedures.• Monitor shipment activity and provide customers with timely updates regarding delivery status, freight details, backorders, or product substitutions.• Partner with teams across accounting, shipping, production, sales, and leadership to resolve order issues and support smooth fulfillment.• Respond to customer inquiries with professionalism, handling a high volume of calls and messages while maintaining service quality.• Support account maintenance by assisting with credits, debits, documentation updates, and general order-related questions.• Maintain organized records, reports, and transaction history to help ensure reliable customer and order information. If you think you can be a good fit for the Customer Service Representative role, please apply today!
2026-09-09T00:00:00Z

Customer Service Representative

Vacaville, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Customer Service Representative to join a contract position based in Vacaville, California. In this role, you will support customers throughout the order process, respond to service inquiries effectively, and help ensure a smooth experience from order entry through delivery. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced environment, and enjoys working collaboratively to resolve issues and support customer satisfaction. Responsibilities:• Manage customer orders from initial entry through final completion, including the use of customer-specific online portals.• Partner with sales team members to provide account support, share important order updates, and help maintain accurate, timely service for customers.• Respond to customer questions and requests promptly by phone and in writing while delivering courteous, detail-oriented service.• Review and resolve customer concerns related to product quality, specifications, returns, credits, debits, and order discrepancies.• Coordinate with freight carriers to investigate shipment issues such as delays, shortages, damages, and tracking concerns.• Maintain organized records of customer interactions, processed orders, returns, and other service-related requests.• Support customer retention and sales efforts by providing product or service information, solving problems effectively, and involving internal teams when needed.• Build productive working relationships across departments to ensure customer needs are addressed accurately and efficiently.• Follow company policies, procedures, and safety standards while maintaining dependable attendance and consistent work quality.
2026-09-01T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support applicants and customers with thoughtful, timely service in San Francisco, California. This is a Contract position focused on creating a smooth experience by helping people understand next steps, providing accurate information, and resolving questions efficiently. The ideal candidate brings a service-first mindset, maintains dependable queue coverage, and responds well to feedback in a fast-paced call center environment. Responsibilities: • Assist customers over the phone with professionalism and patience, ensuring each interaction feels supportive and informative rather than rushed. • Guide callers through forms and application steps, helping them submit complete and accurate information on the first attempt whenever possible. • Handle a steady volume of inbound calls while maintaining consistent availability during scheduled hours and staying actively engaged in the service queue. • Follow up on open or incomplete cases to reduce delays and keep applications moving forward in a timely manner. • Enter customer and order information accurately into internal systems, documenting conversations and updates with attention to detail. • Place outbound calls when needed to gather missing details, clarify responses, or provide status updates to customers. • Apply coaching and performance feedback to strengthen service quality, call handling, and overall accuracy. • Support operational updates and process changes as assigned, adapting quickly to revised workflows and service expectations.
2026-09-10T00:00:00Z

Customer Service Representative

Tracy, CA
onsite
Temporary / Contract
19 - 21 USD / Hourly
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. Responsibilities: • Receive and process customer orders submitted by clients or internal account representatives, ensuring complete and accurate entry. • Coordinate the timely purchase of materials and supplies needed to support production schedules and customer commitments. • Provide customers with updates related to order progress, pricing requests, revisions, confirmations, and service concerns. • Handle purchase order administration, assist with account credit activities, and keep customer records current and organized. • Partner with manufacturing and shipping teams to help meet delivery targets and resolve order-related issues efficiently. • Manage several small to mid-sized customer accounts that require close attention, detailed follow-up, and dependable service. • Use internal business systems and data-entry tools to track orders, maintain documentation, and support day-to-day account activity.
2026-09-10T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
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. Responsibilities: • Assist customers by phone with clear guidance, helping them understand next steps without making interactions feel rushed. • Handle inbound and outbound calls professionally while addressing questions, resolving issues, and documenting key details accurately. • Complete order entry and application-related tasks with strong attention to detail to improve first-pass accuracy. • Monitor open or pending customer items and follow up promptly to keep requests moving toward resolution. • Maintain dependable coverage during scheduled hours and remain consistently available to support queue demands. • Apply coaching and performance feedback to strengthen service quality and correct flagged issues quickly. • Provide thorough, complete responses that reduce repeat contact and improve the overall customer experience.
2026-09-08T00:00:00Z

Customer Service Representative

Pittsburg, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Customer Service Representative to join an onsite team in Pittsburg, California. This Long-term Contract opportunity is well suited for someone who enjoys supporting customers, managing order-related details, and working closely with internal teams to keep daily operations running smoothly. The role calls for strong communication, sound organizational skills, and confidence using office software while learning company-specific systems. Customer Service Representative Responsibilities:• Serve as the primary point of contact for customers by handling questions about product availability, pricing, equipment, and order status through phone and email.• Enter new orders accurately and relay important job details to yard and operations teams so work can be carried out without delay.• Partner with sales and operations personnel to help coordinate fulfillment timelines and resolve issues that could affect service delivery.• Maintain accurate customer records and keep order information current within internal databases and support systems.• Use Microsoft Outlook, Teams, Excel, and other Office tools to manage communication, track information, and support day-to-day administrative tasks.• Learn the company's dispatching and order management platforms through provided training and apply them effectively in daily work.• Monitor multiple requests at once, prioritize urgent matters, and provide timely follow-up to customers and internal stakeholders.• Support a high-quality customer experience by communicating clearly, professionally, and with attention to detail in every interaction. If you feel like you are a good fit for the Customer Service Representative role, please apply today!
2026-09-10T00:00:00Z

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 facility and safety-related communications for a healthcare environment in California. This Long-term Contract position is ideal for a service-focused individual with strong attention to detail who can manage urgent and routine requests with sound judgment, accuracy, and composure. The person in this role will coordinate response activity, document critical details, and help ensure timely communication between facilities, security, and other operational teams. Responsibilities: • Monitor incoming calls, radio communications, and service requests to identify urgent situations and coordinate the appropriate response. • Gather complete details from callers, including location, issue type, and level of urgency, and record accurate information in the work order and dispatch system. • Route incidents to the correct internal team, such as facilities or security, based on the nature of the request. • Track active requests and update logs, notes, and work orders to maintain clear and reliable operational records. • Prepare routine shift, daily, and weekly reports using standard office software such as Microsoft Word and Excel. • Communicate important updates, unresolved issues, and priority items to incoming team members during shift handoff. • Review service workflows to help ensure emergency and non-emergency requests are handled promptly and effectively. • Serve as a coordination point between supervisors, facility responders, security personnel, and other involved departments. • Follow established procedures carefully in high-priority situations to support safe and consistent operations.
2026-08-26T00:00:00Z

Reference Lab Outreach Customer Success Specialist

Newark, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
We are looking for a Hybrid Reference Lab Outreach Customer Success Specialist to support day-to-day administrative and operational activities for a healthcare-focused team in Newark, California. This Contract position is ideal for someone who can balance workflow coordination, staff support, reporting, and process improvement in a fast-paced environment. The person in this role will help keep operations running smoothly by organizing resources, guiding administrative practices, and partnering with leadership on department needs. Responsibilities:<ul><li>Monitored the shared mailbox and responded to outreach customer inquiries in a timely and professional manner.</li><li>Supported outreach customer inquiries through phone and email communication.</li><li>Served as a liaison between Operations, the Reference Lab Business Operations team, and outreach customers to coordinate issue resolution.</li><li>Managed assigned outreach customer accounts by monitoring customer needs and coordinating appropriate follow-up.</li><li>Provided customer support to clinics and providers regarding reference laboratory services and processes.</li><li>Trained and re-educated clients on proper specimen collection, submission requirements, ordering workflows, and laboratory procedures.</li><li>Reinforced laboratory submission requirements and service expectations with outreach customers.</li><li>Reviewed and monitored the Outreach Customer Supplies Tracker to ensure customer supply requests were appropriately followed up on.</li><li>Managed outreach customer supply requests, including order intake, fulfillment tracking, inventory coordination, and follow-up.</li><li>Coordinated courier services for outreach customers, including service schedules, route changes, pickup concerns, and service requests.</li><li>Communicated with courier vendors, outreach customers, and internal stakeholders regarding courier-related needs.</li><li>Supported courier invoicing activities by tracking invoices, reviewing documentation, and coordinating follow-up as needed.</li><li>Assisted with resolving courier service and billing issues in collaboration with appropriate internal and external stakeholders.</li><li>Coordinated the secure printing and mailing of laboratory test results to outreach customers.</li><li>Printed and mailed notice letters to outreach customers as needed.</li><li>Coordinated the printing and mailing of test requisition forms and other outreach customer materials.</li><li>Maintained accurate documentation and records related to customer inquiries, supplies, courier services, and operational activities.</li><li>Escalated customer, operational, and service-related concerns to leadership when appropriate.</li><li>Supported customer feedback initiatives and assisted with identifying opportunities to improve outreach customer service.</li><li>Assisted with outreach engagement and marketing activities designed to support customer retention and business growth.</li><li>Coordinated customer communications, outreach materials, customer lists, event logistics, and follow-up activities as assigned.</li><li>Supported strategic and operational initiatives by coordinating activities across internal departments and outreach customers.</li><li>Prepared clear and professional communications, updates, and summaries for management and key stakeholders.</li><li>Performed additional administrative duties and ad hoc projects as assigned by the Manager.</li></ul>
2026-09-01T00:00:00Z

Client Service Associate

Alamo, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. 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. Responsibilities<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 Charles Schwab 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>
2026-09-04T00:00:00Z

Client Service Associate

San Carlos, CA
remote
Permanent / Full Time
60000 - 90000 USD / Yearly
Anisa Henry is partnered with a growing independent wealth management firm and is seeking a Client Service Associate to join its expanding team. This position is ideal for someone who enjoys building client relationships, thrives in an operations-focused role, and is looking to build a long-term career in wealth management rather than pursuing a financial advisor track. This established fiduciary-focused firm has been serving individuals and families for more than two decades, providing personalized financial guidance and a high-touch client experience. The team is committed to putting clients' best interests first while delivering exceptional service and comprehensive wealth management solutions. The Client Service Associate will support advisors and the operations team by managing day-to-day client service requests, account maintenance, paperwork processing, and administrative functions. This individual will serve as a key point of contact for clients, helping ensure requests are handled accurately, efficiently, and with a high level of professionalism.This is an excellent opportunity to join a collaborative, client-centric firm experiencing strong growth, where team members are valued and have the opportunity to make a meaningful impact. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Client Service Associate

San Carlos, CA
remote
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 Service Associate | Wealth Management Firm | Fully Remote | Must work PST hours Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is 100% remote and offers strong work-life balance, 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. Responsibilities<ul><li>Manage new account openings, 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 client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T00:00:00Z

Sr. Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
We are looking for an experienced Sr. Customer Service Representative to join an onsite team in San Francisco, California, supporting members with complex banking and account-related concerns. This is a Long-term Contract position suited for someone who can navigate sensitive situations with professionalism, sound judgment, and a strong service mindset. The role focuses on resolving challenging issues involving cards, transfers, account activity, and digital banking tools while delivering clear and empathetic communication. The ideal candidate brings strong banking support experience and the confidence to make fair, thoughtful decisions within established guidelines. Responsibilities: • Resolve advanced member concerns involving digital banking access, debit and credit card activity, money movement, and account-related questions. • Manage escalated interactions with calm professionalism, especially when assisting members who are upset, confused, or facing financial impact. • Review account details and available information to identify root causes, determine next steps, and provide accurate resolutions. • Apply established policies and service guidelines to decide when credits, adjustments, or exception-based resolutions are appropriate. • Partner closely with onsite leadership and internal support teams to address issues efficiently and maintain a high standard of service. • Record conversations, investigative findings, actions taken, and final outcomes with accuracy and attention to detail. • Communicate decisions clearly and confidently while balancing member satisfaction with risk awareness and operational standards. • Support ongoing service continuity by adapting to internal tools, workflows, and process updates as needed.
2026-09-08T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. 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. Responsibilities<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 Charles Schwab 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>
2026-09-04T00:00:00Z

Exception Services Specialist

Novato, CA
onsite
Temporary / Contract
28 - 29 USD / Hourly
We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support. Responsibilities: • Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution. • Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections. • Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling. • Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner. • Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data. • Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations. • Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling. • Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels. • Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
2026-09-08T00:00:00Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
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. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Client Services Coordinator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Job Summary:The Client Services Coordinator manages client communications, supports service delivery, and helps ensure a high level of customer satisfaction. This role works closely with internal teams and clients to coordinate requests, resolve issues, and maintain strong business relationships.Key Responsibilities:<ul><li>Serve as a primary point of contact for client questions and service needs</li><li>Coordinate client requests with internal departments to ensure timely resolution</li><li>Maintain client records, account details, and service documentation</li><li>Prepare reports, presentations, and correspondence for clients and leadership</li><li>Monitor service quality and follow up on outstanding issues</li><li>Assist with onboarding new clients and maintaining existing accounts</li><li>Support process improvements to enhance the client experience</li></ul>
2026-08-30T00:00:00Z

Client Services Leader

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented Client Services Leader to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience. The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization. The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience. Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li></ul>
2026-09-03T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
27 - 31 USD / Hourly
Customer Service AdminBrief Job Description:We are looking for a Customer Service Admin to provide administrative and customer support by handling inquiries, processing orders, and maintaining records.Responsibilities:<ul><li>Respond to customer questions via phone, email, or chat</li><li>Enter and track orders, requests, and service issues</li><li>Maintain customer files and account information</li><li>Coordinate with internal departments to resolve issues</li><li>Prepare basic reports and correspondence</li></ul>
2026-08-28T00:00:00Z

Client Service Associate - Wealth Management Firm

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 Service Associate | Wealth Management Firm | Fully Remote| Must work PST hours Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is 100% remote and offers strong work-life balance, 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. Responsibilities<ul><li>Manage new account openings, 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 client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-10T00:00:00Z