We are looking for a Customer Service Representative to join our team in Sacramento, California for a Contract position. This role is ideal for someone who enjoys helping customers, resolving concerns effectively, and delivering a positive service experience in a fast-paced office setting. The position works onsite five days per week and requires strong communication skills, sound judgment, and the ability to collaborate across teams to support customer needs effectively.<br><br>Responsibilities:<br>• Handle incoming customer calls with attentive listening, thoughtful questioning, and a solution-focused approach to resolve inquiries and concerns.<br>• Route issues to the appropriate team members when specialized support is needed, while coordinating with internal departments to address service-related matters and complaints.<br>• Build a strong understanding of company processes and services to provide accurate information and improve overall customer support.<br>• Partner with other business areas when needed to assist with service requests and help maintain smooth day-to-day operations.<br>• Alert Customer Care leadership to service disruptions, workflow concerns, or recurring issues that could affect customers, partners, or internal teams.<br>• Complete all assigned work in alignment with company policies, operational expectations, supervisory guidance, and applicable regulations.<br>• Provide attentive support to insured individuals, injured workers, vendors, and other stakeholders with timely and respectful communication.<br>• Contribute to a dependable onsite team environment by maintaining consistent attendance and participating fully in office-based operations five days each week.
We are looking for a customer-focused detail-oriented individual to support positive client interactions for a non-profit organization in Lathrop, California. This Long-term Contract opportunity is ideal for someone with at least 2 years of experience who can communicate clearly, resolve concerns efficiently, and deliver attentive service across email and other channels. The role suits a detail-oriented individual who is comfortable using Microsoft Office applications, applying basic math skills, and assisting both English- and Spanish-speaking customers.<br><br>Responsibilities:<br>• Respond to customer questions and service requests through email and other communication channels with professionalism and accuracy.<br>• Guide clients through routine issues, providing clear solutions that improve satisfaction and strengthen the overall customer experience.<br>• Maintain organized records of interactions, updates, and follow-up actions using standard office tools and internal tracking methods.<br>• Support Spanish-speaking customers by delivering clear communication and ensuring they receive timely assistance.<br>• Review customer information carefully, complete basic calculations when needed, and process service-related details with accuracy.<br>• Partner with internal team members to address concerns, share updates, and help create a consistent support experience.<br>• Monitor recurring customer issues and communicate trends or service gaps to help improve ongoing support processes.
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Client Service Associate Director | $100-130k base + 15–30% discretionary bonus |100% Remote (Optional SF Office Access)</strong></p><p> </p><p> A boutique wealth management firm is seeking a highly relationship-driven <strong>Client Service Associate Director</strong> to serve as a key point of contact for <strong>Ultra High Net Worth</strong> individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Service Director will act as the primary coordinator for client relationships, ensuring a seamless experience across all aspects of wealth management. This individual will proactively manage complex client needs, collaborate with internal stakeholders, and help drive operational excellence while positioning themselves for future leadership growth.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships.</li><li>Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences.</li><li>Manage complex client requests and act as the central point of communication across internal teams and external partners.</li><li>Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism.</li><li>Drive operational efficiency and ensure follow-through on all client-related initiatives.</li><li>Partner closely with senior leadership on strategic client matters and process improvements.</li><li>Take ownership of client outcomes and help strengthen long-term client retention and satisfaction.</li><li>Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time.</li></ul>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p><br></p><p><strong>Client Service Associate | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access </strong></p><p><br></p><p>A wealth management firm is seeking a highly relationship-driven <strong>Client Service Associate </strong>to serve as a key point of contact for <strong>Ultra High Net Worth individuals and family office clients</strong>. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p>