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10 results for Customer Experience Specialist in Stockton, CA

Client Service Specialist

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
Anisa Henry is partnered with a respected boutique wealth management firm with a decades-long reputation for delivering exceptional service to high-net-worth individuals, families, trusts, and institutions. In the Client Service Specialist position, you'll play a central role in supporting both the Founder and Partner while serving as a key point of contact for clients. This position offers the opportunity to work in a highly collaborative, relationship-driven environment where every team member makes a meaningful impact. Ideal for someone who thrives in a client-focused setting, this role combines operational support, relationship management, and exposure to sophisticated wealth management services within a stable, close-knit firm committed to long-term success and personalized client care. Benefits:<ul><li>401(k) Safe Harbor Plan (4%)</li><li>MDV (125 Plan)</li><li>2 weeks PTO, 1 week sick time </li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Customer Service Representative

Sacramento, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Customer Service Representative to support a high-volume customer care environment. This long-term contract opportunity is ideal for someone who communicates clearly, handles inquiries effectively, and enjoys helping resolve customer concerns. The role is fully onsite five days a week for the first 3 months and offers the chance to work a hybrid work schedule thereafter. **Spanish fluency is a MUST for this position ** Responsibilities:• Handle inbound customer calls with attentive listening, thoughtful questioning, and a solution-oriented approach to understand and address each concern effectively.• Route inquiries to the correct team members when needed and coordinate with internal departments to help resolve service issues, complaints, or follow-up needs.• Build working knowledge of company processes, services, and common transaction types to provide accurate information and dependable customer assistance.• Keep Customer Care leadership informed of service disruptions, workflow concerns, or recurring issues that could affect customers, vendors, or business operations.• Complete all assigned work in alignment with company expectations, training guidance, supervisory direction, and applicable regulatory requirements.• Support cross-functional teams as needed by sharing information, assisting with service-related matters, and helping maintain smooth daily operations.• Provide attentive assistance to insured individuals, injured workers, vendors, and other customers while maintaining a high standard of responsiveness and care.
2026-09-09T00:00:00Z

Customer Service Representative

Tracy, CA
onsite
Temporary / Contract
19 - 21 USD / Hourly
We are looking for a Customer Service Representative to support customer accounts and coordinate order-related activities for a Long-term Contract position in Tracy, California. This role serves as a key link between customers, sales, production, and shipping teams to keep orders accurate, timely, and responsive to business needs. The ideal candidate is comfortable in a manufacturing setting, communicates clearly, and can manage multiple priorities while maintaining strong customer relationships. Responsibilities: • Receive and process customer orders submitted by clients or internal account representatives, ensuring complete and accurate entry. • Coordinate the timely purchase of materials and supplies needed to support production schedules and customer commitments. • Provide customers with updates related to order progress, pricing requests, revisions, confirmations, and service concerns. • Handle purchase order administration, assist with account credit activities, and keep customer records current and organized. • Partner with manufacturing and shipping teams to help meet delivery targets and resolve order-related issues efficiently. • Manage several small to mid-sized customer accounts that require close attention, detailed follow-up, and dependable service. • Use internal business systems and data-entry tools to track orders, maintain documentation, and support day-to-day account activity.
2026-09-10T00:00:00Z

Customer Service Representative

Plymouth, CA
onsite
Temporary / Contract
18 - 21 USD / Hourly
About the RoleWe are looking for a reliable, customer-focused individual to join our team as a Part-Time Customer Service Representative with event support responsibilities. In this dual-role position, you will deliver excellent service to clients and internal teams while also helping plan, set up, and coordinate events. This is a great opportunity for someone who enjoys variety, thrives in a people-oriented environment, and can shift between desk-based support and hands-on event work.Key Responsibilities<ul><li>Provide friendly, professional customer service via phone, email, and in-person interactions</li><li>Respond to inquiries, resolve issues, and escalate more complex matters when needed</li><li>Maintain accurate customer records and documentation in our systems</li><li>Assist with event planning and logistics, including coordinating schedules, vendors, supplies, and staffing needs</li><li>Support on-site event setup, breakdown, and day-of coordination to ensure smooth operations</li><li>Collaborate with internal teams and external partners to meet event timelines and quality standards</li><li>Help track event-related details and communicate updates to stakeholders</li><li>Perform other related administrative and support duties as assigned</li></ul>
2026-08-10T00:00:00Z

Customer Service Representative

Pittsburg, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Customer Service Representative to join an onsite team in Pittsburg, California. This Long-term Contract opportunity is well suited for someone who enjoys supporting customers, managing order-related details, and working closely with internal teams to keep daily operations running smoothly. The role calls for strong communication, sound organizational skills, and confidence using office software while learning company-specific systems. Customer Service Representative Responsibilities:• Serve as the primary point of contact for customers by handling questions about product availability, pricing, equipment, and order status through phone and email.• Enter new orders accurately and relay important job details to yard and operations teams so work can be carried out without delay.• Partner with sales and operations personnel to help coordinate fulfillment timelines and resolve issues that could affect service delivery.• Maintain accurate customer records and keep order information current within internal databases and support systems.• Use Microsoft Outlook, Teams, Excel, and other Office tools to manage communication, track information, and support day-to-day administrative tasks.• Learn the company's dispatching and order management platforms through provided training and apply them effectively in daily work.• Monitor multiple requests at once, prioritize urgent matters, and provide timely follow-up to customers and internal stakeholders.• Support a high-quality customer experience by communicating clearly, professionally, and with attention to detail in every interaction. If you feel like you are a good fit for the Customer Service Representative role, please apply today!
2026-09-10T00:00:00Z

Client Service Associate

Alamo, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-09-04T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-09-04T00:00:00Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Client Services Leader

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented Client Services Leader to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience. The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization. The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience. Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li></ul>
2026-09-03T00:00:00Z

Client Service Manager

Alamo, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager | Wealth Management Firm | Walnut Creek Join a growing wealth management firm in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the Client Service team, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth. This is an ideal opportunity for someone who enjoys leading and developing people while staying hands-on. You'll have ownership over client service, onboarding, workflows, technology, and process improvement, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers strong compensation + bonus potential, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support. Responsibilities<ul><li>Lead, mentor, and develop the Client Service Associate team </li><li>Oversee day-to-day client service and operational workflows </li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve scalable processes, procedures, and controls </li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including CRM, reporting, and workflow platforms </li><li>Drive automation, systems improvements, and AI-enabled initiatives </li><li>Help build the operational infrastructure to support continued firm growth </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-29T00:00:00Z