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19 results for Customer Service Specialist in San Ramon, CA

Customer Service Specialist

Oakland, CA
onsite
Temporary / Contract
23 - 26 USD / Hourly
We are seeking a Customer Support / Escalations Specialist to handle complex customer issues, ensure timely resolutions, and provide a high level of service.Job Description<ul><li>Respond to escalated customer concerns via phone, email, or chat</li><li>Investigate issues and coordinate with internal departments for resolution</li><li>Maintain detailed documentation of customer cases and outcomes</li><li>Identify recurring issues and recommend process improvements</li><li>Provide support to frontline team members on escalated matters</li><li>Ensure customer concerns are resolved in a timely and professional manner</li></ul>
2026-05-08T00:00:00Z

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 Francisco, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
We are looking for a Customer Service Representative to provide on-site support for a one-day event in San Francisco, California. This is a Contract position focused on welcoming attendees, managing registration activity, and helping deliver an organized, detail-oriented experience throughout the event. The ideal candidate is confident in customer-facing settings, works well in a fast-paced environment, and can assist guests with accuracy and courtesy. shift details: 7:30AM-11:30AM (4 hours only) Responsibilities:• Welcome attendees upon arrival and guide them through the event check-in process with efficiency and courtesy.• Manage registration table activities, including verifying participant information and supporting smooth entry flow during peak arrival periods.• Assist legal staff and other guests with questions related to event access, schedules, or registration-related materials.• Distribute applicable course credit or event documentation at the registration area accurately and in a timely manner.• Maintain a high standard of service that reflects the formal and detail-oriented nature of the event environment.• Coordinate with on-site event contacts to address attendee needs and resolve minor registration issues quickly.• Handle paper-based check-in procedures carefully and ensure attendee records are organized throughout the assignment.• Support overall front-of-house operations to help create a seamless experience for participants from arrival through registration.
2026-05-12T00:00:00Z

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's 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!
2026-05-12T00:00:00Z

Customer Experience Specialist

San Francisco, CA
onsite
Temporary / Contract
19.95 - 23.1 USD / Hourly
We are looking for a customer-focused team member to support a graduation event in San Francisco, California as part of a Contract position. This opportunity is ideal for someone who enjoys creating an organized, welcoming experience in a fast-paced live event setting. The person in this role will help guide attendees through photo-related processes while maintaining an experienced and attentive presence throughout the event. Responsibilities:• Welcome graduates and provide clear direction so they can reach the correct photo area efficiently.• Monitor guest flow and keep lines moving in an orderly manner to support a smooth event experience.• Use a QR code scanner to confirm participant information accurately during check-in and photo coordination.• Prepare, sort, and maintain index cards in the proper sequence, securing grouped sets as needed for easy handling.• Interact with students and attendees in a courteous, attentive, and respectful manner at all times.• Support on-site event logistics by staying alert to changing line volume and adjusting guidance as needed.• Help maintain an organized event environment that reflects high service standards and positive guest engagement. ** If you're interested in this position, please apply to this position and contact Baylee Burke at baylee.burke - at - roberthalf - .com with your word resume and reference job ID#00410-0013435607**
2026-05-12T00:00:00Z

Customer Experience Specialist

Oakland, CA
onsite
Temporary / Contract
23 - 26 USD / Hourly
We are hiring a Customer Experience Specialist to help deliver outstanding service and build positive relationships with customers throughout their journey.Job Description<ul><li>Serve as a primary point of contact for customer questions and concerns</li><li>Resolve service issues promptly and professionally</li><li>Monitor customer feedback and identify opportunities to improve satisfaction</li><li>Collaborate with internal teams to enhance the customer experience</li><li>Document interactions and maintain accurate customer records</li><li>Support retention efforts through proactive communication and follow-up</li></ul>
2026-05-08T00:00:00Z

Customer Experience Specialist

San Francisco, CA
onsite
Temporary / Contract
19.95 - 23.1 USD / Hourly
We are looking for a Customer Experience Specialist to provide on-site support during a graduation event in San Francisco, California. This is a Contract position focused on creating an organized, welcoming experience for graduates as they move through the event photo process. The ideal candidate brings strong event awareness, professionalism, and the ability to keep activities running efficiently in a fast-paced setting. Responsibilities:• Guide graduates to the appropriate photo area and answer basic directional questions throughout the event.• Maintain an orderly flow in the photo queue so participants move through the process without unnecessary delays.• Use handheld scanning tools to verify QR codes and confirm student information accurately.• Distribute index cards to participants and keep them arranged in the correct sequence using rubber bands for organization.• Provide courteous, attentive support to graduates while representing the event team with a detail-oriented and attentive presence.• Monitor the photo line and surrounding area to help prevent confusion and resolve minor issues in real time. ** If you're interested in this position, please apply to this position and contact Baylee Burke at baylee.burke- at - roberthalf - .com with your word resume and reference job ID#00410-0013435626**
2026-05-12T00:00:00Z

Customer Service Manager

Stockton, CA
onsite
Temporary to Hire
30.4 - 35.2 USD / Hourly
We are looking for a Customer Service Manager to lead branch operations and deliver an outstanding client experience in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented banking candidate who can balance service excellence, team leadership, sales growth, and operational oversight in a financial services environment. The role will guide daily branch activity, strengthen customer relationships, and help build a high-performing team that meets business goals while maintaining strong controls and compliance standards. Responsibilities: • Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly. • Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings. • Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers. • Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment. • Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness. • Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch. • Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization. • Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture. • Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate. • Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require.
2026-04-29T00:00:00Z

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

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

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 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

Call Center

Newark, CA
onsite
Temporary / Contract
23 - 28 USD / Hourly
· Responds to a high-volume of incoming and outgoing telephone calls and faxed referral· Coordinates care by scheduling, editing and maintaining routine patient physician appointments for new and returning patients.· Facilitates communication between the patient and the physician or clinic· Delivers expert knowledge regarding clinic-specific processes· Accurately documents and routes calls to the proper department· Identifies urgent customer needs or operational issues, and escalates appropriately· Works with care teams, patients, and outside facilities to obtain necessary information required for care.· Communicates with the care team and support staff on various patient issues.· Obtains and updates insurance information.· Meets all regulatory and compliance standards· Delivers high-level of customer service· Follows documented protocols and guidelines· Meets and exceeds departmental quality assurance standards· Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding Hospital services· Uses functionality of the telephone system as required· Other departmental duties as assigned
2026-05-12T00:00:00Z

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

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>
2026-05-08T00:00:00Z

Healthcare Access Operations Agent (Call Center)

Newark, CA
onsite
Temporary / Contract
27 - 28 USD / Hourly
These are on site positions in Newark, CA. Must have 2 years of call center experience, medical terminology, and some medical office experience. We are looking for an Access Operations Agents to support patient registration and appointment coordination in California. This Long-term Contract position plays an important role in creating a smooth experience for patients by managing scheduling, handling inquiries, and ensuring information is recorded accurately. The person in this role will serve as a key connection point between patients, providers, clinic staff, and outside facilities while maintaining a high standard of service, accuracy, and compliance. This is an opportunity on a day shift schedule with 40 hours per week. Responsibilities:• Manage appointment coordination for new and returning patients by arranging, updating, and maintaining physician and clinic schedules.• Serve as a communication link between patients and care teams, ensuring questions, messages, and follow-up needs are directed appropriately.• Record call details thoroughly and route inquiries to the correct department for timely resolution.• Recognize urgent patient concerns or workflow issues and escalate them to the appropriate team members without delay.• Gather and verify information from patients, care teams, and external facilities to support continuity of care.• Update insurance details and maintain accurate patient records within database systems and medical documentation tools.• Provide clear guidance on clinic procedures, available services, and next steps by using reference materials and knowledge resources.• Follow established protocols, regulatory requirements, and quality standards while supporting additional departmental tasks as needed.
2026-05-12T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-05-01T00:00:00Z