6 results for Client Service Representative in Santa Rosa, CA

Client Services Representative

San Francisco, CA
onsite
Permanent
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.
2026-02-06T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary
20 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team on a contract basis. This short-term position involves supporting a high-volume outreach project aimed at gathering essential identification data from a global customer base. This is a remote role requiring exceptional communication skills and the ability to meet performance targets in a fast-paced environment. Responsibilities: • Conduct outbound calls to customers, following established scripts and communication guidelines. • Request and gather identification numbers from customers with accuracy and professionalism. • Record collected data into designated tracking systems or forms. • Maintain detailed and organized logs of daily call activities. • Achieve daily outreach volume goals while ensuring quality interactions. • Adapt to the needs of a global customer base, maintaining professionalism and cultural sensitivity. • Collaborate with team members to meet project deadlines and objectives. • Ensure compliance with company protocols and standards during customer interactions. • Utilize provided tools and resources effectively to streamline outreach activities.
2026-02-25T00:00:00Z

Customer Service Manager

Dixon, CA
onsite
Contract / Temporary to Hire
40 - 55 USD / Hourly
Job SummaryPermanent Hire OpportunityThis position supports customer service, dispatch, and inside sales departments. It manages personnel and serves as the main contact for high-volume retail partners, specialized distributors, and contractors regarding inquiries, issues, order processing, and delivery scheduling. The ideal candidate ensures high-volume retail inventory remains in-stock, handles complex logistics, and resolves order discrepancies efficiently. This role is responsible for supporting and demonstrating core values such as integrity, safety, respect, customer focus, quality, innovation, and financial success.<ul><li>Sales Partner Management: Manage the end-to-end order process for large, high-volume customers, utilizing electronic data interchange systems, vendor portals, and direct communication to ensure seamless order processing and compliance with customer requirements.</li><li>Oversee the entry, tracking, and fulfillment of high-volume orders. Coordinate with production and logistics teams to prioritize production and manage shipping schedules to meet scheduled delivery dates.</li><li>Proactively monitor inventory levels and work with sales/production teams to avoid stockouts at customer locations and job sites. Communicate potential delays or shortages immediately to customers, peers, and senior management.</li><li>Review and manage delivery notes to reflect loading changes and inventory shortages.</li><li>Manage, research, and resolve inquiries or complaints on products, orders, invoicing, and pricing.</li><li>Work with sales teams to coordinate customer requests and provide superior customer service.</li><li>Maintain customer complaints and regularly log information into customer relationship management systems.</li><li>Responsible for accurate setup and processing of customer rebates and royalties on a monthly, quarterly, and annual basis.</li><li>Assist with preparing pricing materials and managing location pricing structure with sales teams.</li><li>Prepare and enter yearly and off-cycle pricing increases into enterprise systems.</li><li>Maintain positive, long-term relationships with buyers and branch managers.</li><li>Assist in managing all processes including sales orders and change-orders received from customers, inside sales coordinators, and sales representatives.</li><li>Assist in setting up sales orders, terms, payers, and preliminary lien data in enterprise systems for initial orders.</li><li>Hire, train, and mentor a team of customer service representatives to handle high-volume inquiries, order entry, and customer complaints.</li><li>Set expectations, coach, train, instruct, discipline, hold accountable, and offer guidance to all direct reports.</li><li>Manage customer service, dispatch, and inside sales personnel across multiple locations.</li><li>Analyze, record, and assess customer service metrics (e.g., on-time in-full rates, order accuracy). Prepare weekly and monthly reports on performance to identify areas for improvement.</li><li>Conduct performance reviews for direct reports and advise on year-end performance reviews for all personnel via human resources information systems.</li><li>Monitor and approve employee actions in human resources systems in a timely manner.</li><li>Responsible for running time data audit reports of recorded time and errors, and track attendance via payroll systems.</li><li>Complete monthly audit packages for customer service.</li></ul>
2026-02-06T00:00:00Z

Customer Account Manager

San Francisco, CA
onsite
Temporary
23.73 - 23.73 USD / Hourly
We are looking for a Customer Account Manager to join our team on a contract basis in San Francisco, California. In this role, you will be the primary point of contact for post-sale customer service, handling inquiries and resolving issues efficiently. This position requires a blend of customer support expertise, knowledge of commercial insurance, and the ability to work closely with internal teams and AI systems to deliver exceptional service. Responsibilities:• Address customer inquiries related to certificates of insurance, policy updates, billing matters, renewals, and claims with accuracy and attention to detail.• Take ownership of issue resolution by following up with carriers, tracking progress, and ensuring customers are informed throughout the process.• Develop a deep understanding of policy types, coverage basics, and carrier procedures to provide confident and accurate responses.• Document interactions and patterns to enhance AI systems and contribute to smarter product development.• Identify recurring problems and friction points, escalating them to Product and Engineering teams for resolution.• Build customer trust and loyalty by providing fast, thorough, and helpful service in every interaction.• Collaborate daily with Sales, Customer Experience teams, and AI systems to ensure seamless customer support.• Maintain detailed and accurate records of customer interactions and resolutions.• Proactively surface opportunities for improving processes and customer experience. ** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013387318 **
2026-03-06T00:00:00Z

Client Accounts Specialist

San Francisco, CA
onsite
Permanent
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.
2026-02-23T00:00:00Z

Client Services Associate at Boutique Wealth Management Firm

Mill Valley, CA
onsite
Permanent
80000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience. This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance. Responsibilities<ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z