9 results for Customer Experience Specialist in Vacaville, CA

Customer Service Representative

San Leandro, CA
onsite
Temporary
24.7 - 28.6 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-03-21T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
20 - 22 USD / Hourly
Acts as the primary point of contact for clients, resolving inquiries and ensuring positive customer experiences.Key Responsibilities:<ul><li>Handle incoming calls, emails, or chats</li><li>Address questions, complaints, and issues</li><li>Process orders, returns, or service requests</li><li>Maintain updated customer records</li><li>Escalate complex cases to supervisors</li></ul>
2026-03-06T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary
20 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team on a contract basis. This short-term position involves supporting a high-volume outreach project aimed at gathering essential identification data from a global customer base. This is a remote role requiring exceptional communication skills and the ability to meet performance targets in a fast-paced environment. Responsibilities: • Conduct outbound calls to customers, following established scripts and communication guidelines. • Request and gather identification numbers from customers with accuracy and professionalism. • Record collected data into designated tracking systems or forms. • Maintain detailed and organized logs of daily call activities. • Achieve daily outreach volume goals while ensuring quality interactions. • Adapt to the needs of a global customer base, maintaining professionalism and cultural sensitivity. • Collaborate with team members to meet project deadlines and objectives. • Ensure compliance with company protocols and standards during customer interactions. • Utilize provided tools and resources effectively to streamline outreach activities.
2026-03-16T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
19 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team in Oakland, California. This long-term contract position involves providing exceptional support to restaurant and grocery partners, ensuring smooth onboarding, and fostering product adoption through consultative conversations. The role requires someone who excels in video-based customer interactions and thrives in a fast-paced, client-facing environment. Responsibilities: • Conduct a high volume of video calls daily, managing up to 16–20 calls lasting 20–30 minutes each, with some extended calls as needed. • Handle a mix of inbound and outbound calls, including assisting grocery partners and following up with clients. • Guide new customers through onboarding processes, including account setup, navigation of the ordering platform, and resolving order-related inquiries. • Provide clear explanations of program details, invoices, and other materials to ensure clients have a thorough understanding. • Engage in consultative conversations to identify client needs and recommend suitable package options. • Deliver excellent customer service by addressing questions, offering solutions, and enhancing customer satisfaction. • Adhere to established workflows for callback schedules and maintain detailed records in internal systems. • Ensure all follow-up tasks are completed in a timely and organized manner. • Collaborate with clients to increase adoption of platform features and maximize their experience.
2026-03-03T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary
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>
2026-03-20T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent
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.
2026-03-13T00:00:00Z

Client Accounts Specialist

San Francisco, CA
onsite
Permanent
90000 - 100000 USD / Yearly
We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.Bank Deposits: Organizes and deposits checks into correct accounts.Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.Reporting: Provides accrual, budget, and rate data to attorneys/clients as requested.Expense Processing: Records third-party expenses and disbursements in expense systems.Account Management: Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.Collections Support: Assists with collection efforts when needed.
2026-02-23T00:00:00Z

Client Service Associate - 2days onsite

Alamo, CA
onsite
Permanent
7000 - 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.
2026-03-14T00:00:00Z

Client Services Associate - Hybrid, 2 days onsite

Alamo, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Services Associate | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z