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4 results for Customer Service Representative in Santa Rosa, CA

Customer Service Representative

Richmond, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
We are looking for a Customer Service Representative to support customer-facing operations and assist with quote-related activities in Richmond, California. This Long-term Contract position is ideal for someone who enjoys balancing multiple priorities, delivering responsive service, and working across teams to keep orders and customer requests moving efficiently. The role will contribute to both customer service and quoting workflows, requiring strong communication, attention to detail, and comfort using business systems in a fast-paced environment. Responsibilities: • Provide day-to-day support for customer inquiries while also assisting the quotes team with pricing and proposal-related tasks. • Respond to inbound customer requests professionally and help address service concerns through timely follow-up and clear communication. • Work with internal departments across the organization to investigate order status questions and help resolve customer issues efficiently. • Support quote preparation and related administrative activities, using accurate calculations and careful review of details. • Manage changing priorities throughout the day and adjust focus based on urgent customer, order, or quoting needs. • Enter and update customer and order information in relevant systems to maintain accurate records and smooth workflow continuity. • Use phone, email, and internal platforms to coordinate responses and provide reliable service to customers and internal partners.
2026-04-24T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Customer Service Representative to support a busy contact center team. This is a Contract position suited for someone who enjoys assisting customers, managing service requests, and providing prompt, clear communication. The person in this role will handle a high volume of calls, process orders accurately, and help create a positive experience with every interaction. Responsibilities: • Respond to incoming customer calls with empathy and a solutions-focused approach. • Assist customers with questions, service requests, and issue resolution while maintaining a high standard of support. • Enter customer orders and update account details with accuracy and attention to detail. • Manage both inbound and outbound calls to follow up on requests, confirm information, and provide timely updates. • Document customer interactions clearly to ensure records remain complete and up to date. • Coordinate with internal teams when needed to resolve concerns efficiently and keep service moving forward.
2026-04-28T00:00:00Z

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

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