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29 results for Client Services Coordinator in Walnut Creek, CA

Customer Experience Specialist

Lathrop, CA
onsite
Temporary / Contract
24 - 28 USD / Hourly
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. Responsibilities: • Respond to customer questions and service requests through email and other communication channels with professionalism and accuracy. • Guide clients through routine issues, providing clear solutions that improve satisfaction and strengthen the overall customer experience. • Maintain organized records of interactions, updates, and follow-up actions using standard office tools and internal tracking methods. • Support Spanish-speaking customers by delivering clear communication and ensuring they receive timely assistance. • Review customer information carefully, complete basic calculations when needed, and process service-related details with accuracy. • Partner with internal team members to address concerns, share updates, and help create a consistent support experience. • Monitor recurring customer issues and communicate trends or service gaps to help improve ongoing support processes.
2026-07-27T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
29 - 39 USD / Hourly
We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position is ideal for someone who can manage emergency and routine calls with accuracy, sound judgment, and a calm, detail-oriented approach. The role serves as a central point of communication for facilities and security-related requests, ensuring timely dispatch, clear documentation, and consistent shift-to-shift coordination. Responsibilities:• Monitor incoming radio and phone communications, assess urgency, and coordinate the appropriate response when safety or operational issues arise.• Gather complete details from callers, including location, incident type, and relevant conditions, and document the information accurately in the designated work order system.• Dispatch facilities, security, or other response teams based on the nature of each request and follow through to support timely resolution.• Maintain precise service records, log updates, and work order notes to ensure all activity is tracked clearly and consistently.• Review active workflows throughout the shift to confirm that emergency and non-emergency requests are handled efficiently and according to established procedures.• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.• Communicate important updates, unresolved issues, and emerging concerns to incoming team members during shift handoff.• Work closely with supervisors, responders, and partner departments to support coordinated action and effective communication across operations.
2026-07-30T00:00:00Z

Sr. Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
We are looking for an experienced Sr. Customer Service Representative to join an onsite team in San Francisco, California, supporting members with complex banking and account-related concerns. This is a Long-term Contract position suited for someone who can navigate sensitive situations with professionalism, sound judgment, and a strong service mindset. The role focuses on resolving challenging issues involving cards, transfers, account activity, and digital banking tools while delivering clear and empathetic communication. The ideal candidate brings strong banking support experience and the confidence to make fair, thoughtful decisions within established guidelines. Responsibilities: • Resolve advanced member concerns involving digital banking access, debit and credit card activity, money movement, and account-related questions. • Manage escalated interactions with calm professionalism, especially when assisting members who are upset, confused, or facing financial impact. • Review account details and available information to identify root causes, determine next steps, and provide accurate resolutions. • Apply established policies and service guidelines to decide when credits, adjustments, or exception-based resolutions are appropriate. • Partner closely with onsite leadership and internal support teams to address issues efficiently and maintain a high standard of service. • Record conversations, investigative findings, actions taken, and final outcomes with accuracy and attention to detail. • Communicate decisions clearly and confidently while balancing member satisfaction with risk awareness and operational standards. • Support ongoing service continuity by adapting to internal tools, workflows, and process updates as needed.
2026-08-03T00:00:00Z

Client Service Associate | RIA 1B AUM

Alamo, CA
onsite
Permanent / Full Time
85000 - 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>
2026-08-03T00:00:00Z