We are looking for a dedicated Customer Service Representative to join our team in Tracy, California. In this long-term contract position, you will serve as a pivotal link between customers, sales, manufacturing, and shipping operations. Your role will involve ensuring seamless communication with clients while supporting production processes to achieve timely deliveries and excellent customer satisfaction.<br><br>Responsibilities:<br>• Handle customer orders, whether received directly or through account managers, ensuring accuracy and timeliness.<br>• Place orders for materials and supplies required for production, coordinating with procurement teams.<br>• Maintain consistent communication with customers regarding order statuses, quotations, changes, confirmations, as well as addressing complaints and inquiries.<br>• Process purchase orders, manage account credits, and update customer information in company systems.<br>• Collaborate with production teams to meet delivery schedules and uphold customer expectations.<br>• Utilize organizational systems to monitor and support on-time deliveries.<br>• Manage multiple accounts for small to medium-sized customers with diverse and complex needs.<br>• Work closely with manufacturing staff to understand production processes and align customer requirements.<br>• Support sales and shipping operations to ensure smooth workflows and customer satisfaction.
We are looking for a motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will play a key part in guiding prospective students through the admissions process by providing accurate information about programs, entrance requirements, and academic standards. This is a contract-to-permanent position located in Fremont, California, offering the opportunity to make a meaningful impact on students' educational journeys.<br><br>Responsibilities:<br>• Respond promptly to inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards.<br>• Conduct follow-up with potential students who have expressed interest but have not scheduled or attended interviews.<br>• Initiate outreach to generate new leads and build relationships with prospective students.<br>• Schedule and lead interviews with students, ensuring adherence to company policies and procedures.<br>• Match program offerings to students’ goals, qualifications, and aspirations, while explaining the benefits and advantages of the institution.<br>• Act as a liaison between students and campus departments, assisting with enrollment forms and ensuring smooth transitions.<br>• Collaborate with admissions management to address student concerns and motivations effectively.<br>• Provide basic guidance and advice to students regarding program eligibility and admissions processes.<br>• Mentor students to help them identify their interests and strengths, supporting their educational decision-making.<br>• Address routine questions and concerns from students, ensuring resolution in compliance with policies and procedures.
<p>Job Summary</p><p>Permanent Hire Opportunity</p><p>This position supports customer service, dispatch, and inside sales departments. It manages personnel and serves as the main contact for high-volume retail partners, specialized distributors, and contractors regarding inquiries, issues, order processing, and delivery scheduling. The ideal candidate ensures high-volume retail inventory remains in-stock, handles complex logistics, and resolves order discrepancies efficiently. This role is responsible for supporting and demonstrating core values such as integrity, safety, respect, customer focus, quality, innovation, and financial success.</p><ul><li><strong>Sales Partner Management</strong>: Manage the end-to-end order process for large, high-volume customers, utilizing electronic data interchange systems, vendor portals, and direct communication to ensure seamless order processing and compliance with customer requirements.</li><li>Oversee the entry, tracking, and fulfillment of high-volume orders. Coordinate with production and logistics teams to prioritize production and manage shipping schedules to meet scheduled delivery dates.</li><li>Proactively monitor inventory levels and work with sales/production teams to avoid stockouts at customer locations and job sites. Communicate potential delays or shortages immediately to customers, peers, and senior management.</li><li>Review and manage delivery notes to reflect loading changes and inventory shortages.</li><li>Manage, research, and resolve inquiries or complaints on products, orders, invoicing, and pricing.</li><li>Work with sales teams to coordinate customer requests and provide superior customer service.</li><li>Maintain customer complaints and regularly log information into customer relationship management systems.</li><li>Responsible for accurate setup and processing of customer rebates and royalties on a monthly, quarterly, and annual basis.</li><li>Assist with preparing pricing materials and managing location pricing structure with sales teams.</li><li>Prepare and enter yearly and off-cycle pricing increases into enterprise systems.</li><li>Maintain positive, long-term relationships with buyers and branch managers.</li><li>Assist in managing all processes including sales orders and change-orders received from customers, inside sales coordinators, and sales representatives.</li><li>Assist in setting up sales orders, terms, payers, and preliminary lien data in enterprise systems for initial orders.</li><li>Hire, train, and mentor a team of customer service representatives to handle high-volume inquiries, order entry, and customer complaints.</li><li>Set expectations, coach, train, instruct, discipline, hold accountable, and offer guidance to all direct reports.</li><li>Manage customer service, dispatch, and inside sales personnel across multiple locations.</li><li>Analyze, record, and assess customer service metrics (e.g., on-time in-full rates, order accuracy). Prepare weekly and monthly reports on performance to identify areas for improvement.</li><li>Conduct performance reviews for direct reports and advise on year-end performance reviews for all personnel via human resources information systems.</li><li>Monitor and approve employee actions in human resources systems in a timely manner.</li><li>Responsible for running time data audit reports of recorded time and errors, and track attendance via payroll systems.</li><li>Complete monthly audit packages for customer service.</li></ul>
We are looking for an experienced Patient Service Representative to join our team in Sacramento, California. In this role, you will handle critical front desk tasks, including patient scheduling, insurance verification, and providing exceptional customer service. This is a Contract to permanent position ideal for candidates who thrive in fast-paced healthcare settings and are committed to ensuring a positive patient experience.<br><br>Responsibilities:<br>• Schedule patient appointments using approved systems and provide reminders for upcoming visits.<br>• Manage patient registration processes, including updating demographic information and verifying authorizations for services.<br>• Confirm insurance coverage and eligibility for all patients, including coordination with Medicare, Medi-Cal, and other federal and state programs.<br>• Serve as the primary contact for patient interactions, addressing inquiries and resolving concerns efficiently and professionally.<br>• Maintain accurate records and documentation in electronic medical record systems such as Epic.<br>• Collaborate with healthcare providers and staff to optimize patient flow and scheduling.<br>• Ensure compliance with organizational policies and procedures in all patient service activities.<br>• Conduct follow-ups with patients regarding scheduling changes or additional requirements.<br>• Provide excellent customer service by fostering a welcoming and supportive environment.<br>• Assist with supervisory oversight, ensuring quality control and adherence to service standards.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite</strong></p><p> </p><p>Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.</p><p>You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Services Associate | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite</strong></p><p> </p><p>Our client is a leading fee-based wealth management firm known for its disciplined investment strategy and client-first approach. They are seeking a Client Service / Operations professional to support Wealth Advisors and ensure a smooth client experience.</p><p> </p><p>This role offers strong exposure to wealth management operations within a collaborative team environment. The firm provides excellent benefits including fully paid healthcare and generous PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support advisors with client service and operational needs</li><li>Assist with client onboarding and account administration</li><li>Process ACAT transfers, RMDs, and money movements</li><li>Prepare client documentation and reports</li><li>Maintain client records and respond to client inquiries</li><li>Assist with quarter-end reporting and meeting coordination</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>