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5 results for Customer Experience Specialist in Santa Rosa, CA

Customer Service Representative

Benicia, CA
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for a Customer Service Representative to join a construction-focused organization in Benicia, CA on a contract basis with the potential for a permanent position. This role will support customers throughout the order cycle, from purchase order intake through invoicing and delivery follow-up, while serving as a dependable point of contact for questions and updates. The ideal candidate brings strong administrative accuracy, clear communication, and the ability to manage multiple priorities in a fast-paced environment. Customer Service Representative Requirements:• Manage customer orders from initial purchase order receipt through final documentation, ensuring all details are entered accurately and processed on schedule.• Review pricing, quantities, batch information, and related order records to confirm accuracy before invoices are issued.• Prepare and distribute invoices, credit memos, and other customer-facing documents using company systems and established procedures.• Monitor shipment activity and provide customers with timely updates regarding delivery status, freight details, backorders, or product substitutions.• Partner with teams across accounting, shipping, production, sales, and leadership to resolve order issues and support smooth fulfillment.• Respond to customer inquiries with professionalism, handling a high volume of calls and messages while maintaining service quality.• Support account maintenance by assisting with credits, debits, documentation updates, and general order-related questions.• Maintain organized records, reports, and transaction history to help ensure reliable customer and order information. If you think you can be a good fit for the Customer Service Representative role, please apply today!
2026-09-17T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers with timely, accurate assistance in San Francisco, California. This is a Contract position for someone who can create a positive experience by listening carefully, resolving questions efficiently, and ensuring applications and requests are completed correctly the first time. The ideal candidate brings a steady call center presence, communicates clearly on both inbound and outbound calls, and responds well to feedback in a fast-paced service environment. Responsibilities: • Assist customers by phone with clear guidance, helping them understand next steps without making interactions feel rushed. • Handle inbound and outbound calls professionally while addressing questions, resolving issues, and documenting key details accurately. • Complete order entry and application-related tasks with strong attention to detail to improve first-pass accuracy. • Monitor open or pending customer items and follow up promptly to keep requests moving toward resolution. • Maintain dependable coverage during scheduled hours and remain consistently available to support queue demands. • Apply coaching and performance feedback to strengthen service quality and correct flagged issues quickly. • Provide thorough, complete responses that reduce repeat contact and improve the overall customer experience.
2026-09-11T00:00:00Z

Exception Services Specialist

Novato, CA
onsite
Temporary / Contract
28 - 29 USD / Hourly
We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support. Responsibilities: • Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution. • Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections. • Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling. • Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner. • Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data. • Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations. • Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling. • Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels. • Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.
2026-09-08T00:00:00Z

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>
2026-09-11T00:00:00Z

Client Service Associate - Wealth Management Firm

San Francisco, 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 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.
2026-09-18T00:00:00Z