Results for Client Service Representative Jobs in Santa Rosa, CA

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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 professionalism, accuracy, and a helpful approach in San Francisco, California. This is a Contract position for someone who can create a positive experience on every interaction while managing inquiries efficiently and thoroughly. The ideal candidate is dependable during scheduled hours, communicates clearly, and takes feedback well to continuously improve performance. Responsibilities: • Respond to incoming customer calls and messages with patience, clarity, and a service-focused attitude. • Guide customers through questions, applications, or order-related needs to help them complete the correct forms accurately the first time. • Record customer details and enter information carefully to maintain complete and accurate documentation. • Follow up on outstanding items to reduce delays and keep customer requests moving toward resolution. • Handle both inbound and outbound communication as needed to provide updates, gather missing information, and resolve issues. • Remain available and engaged during assigned queue hours, maintaining consistent attendance and dependable coverage. • Apply coaching and feedback to improve call quality, accuracy, and overall customer satisfaction.
2026-10-07T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for a Customer Service Representative to join our team in San Francisco, California on a Contract basis. In this role, you will support customers by providing clear guidance, addressing questions thoroughly, and helping each interaction move forward efficiently. The ideal candidate brings a service-focused approach, maintains dependable queue coverage, and contributes to a smooth application and support experience for every customer. Responsibilities: • Assist customers through inbound and outbound interactions, offering clear direction and ensuring they understand next steps without feeling rushed. • Handle customer inquiries with accuracy and completeness, gathering the right information and providing well-informed responses on the first interaction whenever possible. • Enter and update order or application details carefully to reduce delays, minimize incomplete submissions, and keep records current. • Monitor open cases and follow up proactively so pending items continue moving toward resolution instead of remaining stalled. • Maintain consistent availability during scheduled hours, including reliable on-queue presence and timely attendance. • Respond constructively to feedback, adjust performance based on coaching, and apply guidance to improve service quality. • Support call center operations by documenting conversations thoroughly and escalating issues appropriately when additional assistance is needed.
2026-10-20T00:00:00Z

Customer Service Representative

Ross, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
We are looking for a Customer Service Representative to support an upcoming event through a Contract assignment. This role is ideal for someone who enjoys engaging with people, representing a brand effectively, and delivering a positive customer experience in a fast-paced setting. The selected candidate will help create a welcoming booth environment, respond to attendee questions, and capture customer interest with accuracy and care. Responsibilities: • Prepare the event booth before opening by organizing materials, arranging displays, and ensuring the space is ready for visitors. • Represent the company at the trade event by welcoming attendees and creating a friendly, positive first impression. • Share clear and accurate information about the company’s products, service locations, and general offerings. • Respond to customer questions about item availability and help guide visitors to appropriate solutions. • Gather attendee details, requests, and follow-up needs with careful attention to accuracy and completeness. • Coordinate product sample requests with the appropriate teams and keep supporting records well organized. • Support event operations throughout the assignment, including booth coverage during event hours and breakdown at the close of the event. • Build positive connections with customers and prospective clients by providing attentive, high-quality service at every interaction.
2026-10-13T00:00:00Z

Client Service Associate - Remote

San Mateo, 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 | REMOTE 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 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.
2026-10-20T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-10-16T00:00:00Z

5 results for Client Service Representative in Santa Rosa, CA