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4 results for Client Service Representative in Stockton, CA

Customer Service Representative

Sacramento, CA
onsite
Temporary
22 - 24 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in Sacramento, California. This is a long-term contract position requiring in-office work five days a week. The ideal candidate will bring strong communication skills and a proactive approach to resolving customer inquiries and concerns. Responsibilities: • Respond to customer inquiries by actively listening and asking clarifying questions to ensure a thorough understanding of their needs. • Direct or escalate calls to the appropriate team members while collaborating with other departments to resolve customer issues. • Continuously expand knowledge of company services and processes to enhance customer support capabilities. • Report potential workflow disruptions or service issues to Customer Care leadership promptly to ensure timely resolutions. • Adhere to company policies, training guidelines, and legal requirements while delivering exceptional customer service.
2026-04-06T00:00:00Z

Member Services Representative

Sacramento, CA
onsite
Temporary
26 - 28 USD / Hourly
We are looking for a dedicated Member Services Representative to join our team in Sacramento, California. In this long-term contract role, you will be responsible for delivering exceptional service to members, ensuring their inquiries and concerns are handled efficiently and professionally. If you thrive in a fast-paced environment and enjoy connecting with people, this position offers an excellent opportunity to showcase your customer service skills. Responsibilities: • Respond to inbound calls from members and provide clear and accurate information regarding their inquiries. • Address member concerns with professionalism and empathy, ensuring a positive experience. • Manage patient intake processes efficiently while maintaining attention to detail. • Utilize computer systems, including Salesforce, to document interactions and track member information. • Handle both inbound and outbound calls to resolve issues and assist members effectively. • Demonstrate proficiency in navigating a fast-paced call center environment. • Collaborate with team members to meet service-level agreements and organizational goals. • Provide support to veterans and ensure their specific needs are met with care. • Maintain compliance with all company policies and procedures during member interactions. • Continuously improve processes to enhance the overall member experience.
2026-04-15T00:00:00Z

Client Service Associate | Walnut Creek

Sunol, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. For quickest consideration, please send a message to Jennifer Fukumae on Linkedin! Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-04-18T00:00:00Z

Client Services Associate at Wealth Management Firm

Alamo, CA
onsite
Permanent
70000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z