Add your latest resume to match with open positions.

7 results for Customer Experience Specialist in Santa Rosa, CA

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 clear guidance and timely assistance in a fast-paced Contract role based in San Francisco, California. This position focuses on helping callers move through application and order-related questions with confidence, ensuring information is complete and accurate from the start. The ideal candidate brings a service-minded approach, dependable daytime availability, and the ability to respond well to feedback while maintaining a strong queue presence. Responsibilities: • Assist customers by phone with questions related to applications, orders, and general service needs, providing clear next steps and helpful support. • Review customer information carefully to help ensure forms are completed accurately and submitted with all required details. • Handle inbound call volume efficiently while maintaining a thorough, patient, and solutions-focused experience for each customer. • Make outbound follow-up calls when needed to gather missing information, clarify responses, or help move requests toward completion. • Monitor open and pending cases proactively, taking action to reduce delays and keep customer applications progressing. • Enter and update customer and order information accurately within internal systems while maintaining attention to detail. • Maintain consistent on-queue coverage during scheduled hours and contribute to reliable team support throughout the day. • Apply coaching and feedback to improve call quality, strengthen first-contact resolution, and address any performance concerns promptly.
2026-08-13T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers in a fast-paced Contract position based in San Francisco, California. In this role, you will provide thoughtful assistance over the phone, help individuals complete the correct forms accurately, and work to resolve questions efficiently without making customers feel rushed. Success in this position comes from dependable attendance, strong first-contact quality, and a willingness to apply feedback to improve performance. Responsibilities: • Handle a high volume of inbound customer calls while delivering clear, courteous, and patient support • Guide customers through form completion and application questions to help ensure accurate and complete submissions • Enter customer and order information carefully into internal systems, maintaining strong attention to detail • Follow up on open or incomplete applications to reduce delays and keep requests moving forward • Manage both inbound and outbound call activity as needed to address customer needs and provide status updates • Maintain consistent on-queue availability during scheduled working hours and meet attendance expectations • Respond constructively to coaching and adjust work habits when quality concerns or service flags are identified
2026-08-20T00:00:00Z

Customer Service Representative

Calistoga, CA
onsite
Temporary / Contract
20.5865 - 23.837 USD / Hourly
We are looking for a Customer Service Representative for a Contract position based in Calistoga, California. This role supports customers, consumers, and internal teams by handling service inquiries, coordinating order-related activities, and keeping account information accurate and up to date. The ideal candidate brings strong communication skills, solid administrative ability, and a consistent focus on accuracy, responsiveness, and follow-through. Responsibilities: • Support the sales team with administrative tasks by updating customer records, maintaining account details, and organizing sales-related documentation. • Compile routine reporting, collect invoice backup, and assist with reconciliation activities to help ensure timely submission to finance partners. • Investigate account, order, and billing discrepancies and work across departments to resolve issues and maintain accurate information. • Respond to consumer questions and concerns, coordinate follow-up actions, and arrange related correspondence, product shipments, or package distribution as needed. • Partner with e-commerce and internal teams to address consumer order matters, product availability questions, and service-related issues. • Provide backup assistance for order entry, order processing, shipment coordination, and daily invoicing during peak periods or team absences. • Review incoming orders and supporting documents for completeness and accuracy, helping to resolve shipment, invoice, and account issues promptly. • Communicate clearly with customers and internal stakeholders regarding order updates, shipment status, and routine service needs. • Protect confidential company, customer, financial, and employee information by following privacy, security, and record-handling standards and escalating concerns when appropriate.
2026-08-18T00:00:00Z

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.
2026-08-19T00:00:00Z

Client Services & Operations Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-14T00:00:00Z

Quality Compliance Specialist

Petaluma, CA
onsite
Temporary / Contract
35.625 - 41.25 USD / Hourly
We are looking for a Quality Compliance Specialist to join a Contract assignment supporting quality and regulatory activities in Petaluma, California. This role blends compliance coordination, administrative support, and project-based work in a hybrid environment, making it well suited for someone who is organized, proactive, and comfortable improving processes. The ideal candidate brings experience with regulated products, strong documentation habits, and the technical confidence to manage information accurately while partnering with internal teams. Responsibilities: • Coordinate day-to-day quality and compliance activities to help maintain accurate records, timely follow-up, and consistent execution of required tasks. • Support coverage for a leave of absence by completing cross-training, learning current workflows, and ensuring continuity across compliance-related operations. • Maintain organized documentation, track open items, and capture guidance clearly so information can be referenced without repeated follow-up. • Partner with internal stakeholders to monitor regulatory and quality requirements associated with product distribution, including compliance considerations for yeast-related products. • Contribute to administrative and project coordination work by managing schedules, status updates, and task ownership across multiple priorities. • Identify opportunities to strengthen existing procedures and recommend practical improvements that increase consistency and efficiency. • Use business systems and digital tools effectively to manage records, reporting, and workflow updates in a hybrid work setting. • Serve as a reliable point of contact for compliance support, escalating issues appropriately and helping teams stay aligned with established processes.
2026-08-19T00:00:00Z

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>
2026-08-07T00:00:00Z