Add your latest resume to match with open positions.

15 results for Senior Customer Service Specialist in San Ramon, CA

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

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

Senior Employee Relations Specialist

Dublin, CA
onsite
Temporary / Contract
45 - 52 USD / Hourly
Long Term Contract Role (possible Contract to hire opportunity)Labor Relations Partner/Sr. ER Specialist Level Role SF Bay Area Locations: Hybrid Role - Once a Month on site in the SF Bay Area (East Bay/North Bay)Job Function Details: The Senior Employee Relations Specialist is responsible for managing complex employee relations matters and supporting a positive, compliant workplace environment. This role partners closely with HR leadership, managers, and employees to address workplace concerns, conduct investigations, and ensure consistent application of company policies and employment laws. The Employee Relations Specialist serves as a trusted advisor to leadership by providing guidance on employee relations strategies, conflict resolution, performance management, and workplace investigations.Labor Relations & Union Partnership<ul><li>Interpret and administer collective bargaining agreements (CBAs) to ensure compliance with contract provisions.</li><li>Serve as a liaison between management and union representatives to maintain effective labor-management relationships.</li><li>Participate in labor-management meetings and support ongoing union partnership initiatives.</li><li>Provide guidance to managers regarding union contract provisions and workplace practices.</li></ul>Grievance Management<ul><li>Manage and track employee grievances in accordance with the collective bargaining agreement.</li><li>Investigate grievance claims and gather relevant documentation, witness statements, and supporting evidence.</li><li>Partner with HR leadership and legal teams to prepare responses and recommendations for grievance resolution.</li><li>Participate in grievance meetings and assist with arbitration preparation when necessary.</li></ul>Workplace Investigations<ul><li>Conduct prompt, thorough, and impartial investigations into employee complaints including workplace misconduct, harassment, discrimination, and policy violations.</li><li>Interview employees and management, review documentation, and evaluate evidence.</li><li>Prepare detailed investigation reports, findings, and recommendations for HR leadership.</li></ul>Manager Coaching & Employee Relations<ul><li>Advise managers on employee relations matters including performance management, disciplinary actions, attendance issues, and workplace conflicts.</li><li>Provide guidance on progressive discipline processes in accordance with both company policy and union agreements.</li><li>Assist managers in documenting performance concerns and corrective actions.</li></ul>Policy & Compliance<ul><li>Ensure consistent application of company policies, procedures, and collective bargaining agreements.</li><li>Maintain compliance with federal, state, and local employment laws as well as labor regulations.</li><li>Partner with HR leadership to update policies and procedures as needed.</li></ul>
2026-05-06T00:00:00Z

Senior Employee Relations Specialist

Oakland, CA
onsite
Temporary / Contract
39 - 41 USD / Hourly
We are looking for a Senior Employee Relations Specialist to join a mission-driven non-profit organization in Oakland, California on a Contract basis. In this role, you will support HR leadership by guiding managers through complex workplace matters, strengthening employee relations practices, and helping maintain a respectful and inclusive environment. This position plays a key part in balancing employee experience with compliance, risk management, and consistent application of policies, labor agreements, and performance standards. Responsibilities: • Manage employee relations matters from initial review through resolution, ensuring each case is handled promptly, consistently, and with complete documentation. • Develop and refine employee relations tools, including materials used for investigations, corrective action, and performance improvement planning. • Facilitate resolution of workplace concerns by using mediation, coaching, and sound judgment to support fair outcomes. • Conduct comprehensive workplace investigations that are well-documented, objective, and aligned with legal and organizational standards. • Advise supervisors and department leaders on employee relations concerns, policy interpretation, performance issues, and compliant management practices. • Provide expertise in union and labor relations, including guidance related to collective bargaining agreements and grievance-related matters. • Track employee relations activity, maintain organized records, and identify patterns or recurring issues that may require broader HR action. • Support employee engagement and retention efforts through consistent recognition practices and onboarding-related collaboration that improves the overall employee experience. • Partner with leadership during organizational change initiatives by encouraging clear communication, trust, and employee engagement throughout transitions.
2026-04-26T00:00:00Z

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

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

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

Senior Quality Consultant

Palo Alto, CA
onsite
Temporary / Contract
55 - 66 USD / Hourly
We are looking for an experienced Senior Quality Consultant to support patient registration and broader care quality initiatives in Palo Alto, California. This Long-term Contract position will focus on strengthening performance improvement efforts, advancing regulatory readiness, and promoting safer, more effective patient care through data-driven analysis and cross-functional collaboration. The role partners with clinical, operational, and administrative leaders to identify improvement opportunities, guide strategic initiatives, and help elevate patient experience while reducing unnecessary variation and cost. Responsibilities:• Lead complex, organization-wide quality improvement projects that enhance patient safety, service quality, and operational performance.• Analyze clinical, financial, and patient experience data to uncover trends, measure outcomes, and support informed decision-making.• Partner with leadership, physicians, and interdisciplinary teams to design and carry out strategies that improve care delivery and strengthen compliance.• Develop reporting tools, dashboards, and presentations that clearly communicate performance indicators and progress against goals.• Evaluate high-risk, high-volume, or problem-prone processes and recommend evidence-based changes that improve consistency and efficiency.• Coordinate project timelines, priorities, and action plans while monitoring results to ensure alignment with organizational objectives.• Support regulatory, accreditation, and licensing preparedness by reviewing policies, procedures, and quality practices for compliance.• Deliver education and guidance to staff on quality methods, performance standards, and process improvement techniques.• Work with data, IT, informatics, and finance partners to validate information sources and maintain confidence in reporting accuracy.
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

Senior Manager, Sales Commissions

San Francisco, CA
remote
Temporary / Contract
70 - 80 USD / Hourly
We are seeking a Senior Manager, Sales Commissions to lead the governance, execution, and analytics of our global sales commission programs. This role will serve as the system owner for Varicent (or similar ICM platforms), ensuring incentive plans are operationalized accurately, scalable, auditable, and aligned with business and go‑to‑market objectives. Responsibilities:<ul><li>Design and maintain complex calculation logic, workflows, hierarchies, and crediting rules within Varicent.</li><li>Oversee system integrations with CRM (e.g., Salesforce), ERP, payroll, and financial systems</li><li>Manage UAT, plan rollouts, mid‑year changes, and annual plan refreshes</li><li>Establish strong controls around data integrity, auditability, version control, and change management</li><li>Produce regular commissions reporting (monthly, quarterly, and ad hoc) on payouts, earnings, attainment, and plan performance</li><li>Develop executive‑level dashboards and analyses to provide visibility into commission payments, expense trends, and key drivers</li><li>Analyze commission data to identify anomalies, risks, and opportunities for improvement</li><li>Partner with FP&A to support commission expense forecasting, accruals, and scenario modeling</li><li>Provide insights to Sales and Finance leadership on incentive effectiveness and behavioral outcomes</li><li>Own the end‑to‑end commissions lifecycle, from plan design support through calculation, payout, accruals, reporting, and analysis</li><li>Act as the primary owner of our incentive compensation system, driving configuration, optimization, governance, and long‑term roadmap planning</li><li>Partner with Sales Leadership, Finance, and RevOps to evaluate commission plan effectiveness and recommend data‑driven improvements</li><li>Lead commission policy interpretation, ensuring consistency, clarity, and compliance</li></ul>
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

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