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15 results for Customer Service in Walnut Creek, CA

Customer Service Representative

Benicia, California
onsite
Temporary to Hire
23 - 25 USD / Hourly
Robert Half's client in Benicia, CA is looking for a Customer Service Representative to join a construction supply organization on a contract basis with the potential for a permanent position. This role will support customers throughout the order cycle, from purchase order intake through invoicing and delivery follow-up, while serving as a dependable point of contact for questions and updates. The ideal candidate brings strong administrative accuracy, clear communication, and the ability to manage multiple priorities in a fast-paced environment. Customer Service Representative Requirements:• Manage customer orders from initial purchase order receipt through final documentation, ensuring all details are entered accurately and processed on schedule.• Review pricing, quantities, batch information, and related order records to confirm accuracy before invoices are issued.• Prepare and distribute invoices, credit memos, and other customer-facing documents using company systems and established procedures.• Monitor shipment activity and provide customers with timely updates regarding delivery status, freight details, backorders, or product substitutions.• Partner with teams across accounting, shipping, production, sales, and leadership to resolve order issues and support smooth fulfillment.• Respond to customer inquiries with professionalism, handling a high volume of calls and messages while maintaining service quality.• Support account maintenance by assisting with credits, debits, documentation updates, and general order-related questions.• Maintain organized records, reports, and transaction history to help ensure reliable customer and order information. If you think you can be a good fit for the Customer Service Representative role, please apply today!
2026-09-23T00:00:00Z

Customer Service Representative

San Francisco, California
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for a Customer Service Representative to support customers with care, accuracy, and professionalism in San Francisco, California. This Contract position is ideal for someone who can create a helpful experience on every interaction while keeping work organized and moving efficiently. The right person will balance strong phone-based service with attention to detail so customer requests and applications are handled correctly the first time. Responsibilities: • Assist customers by phone with clear, courteous guidance that helps them understand next steps without feeling pressured. • Handle inbound and outbound calls to address questions, resolve issues, and provide timely updates on requests or applications. • Complete order entry and related customer records with a high level of accuracy to reduce follow-up corrections. • Review submitted information carefully and gather complete responses so items can be processed successfully on the initial pass whenever possible. • Monitor open and pending cases closely, following up as needed to keep applications and service requests from remaining unresolved. • Maintain dependable attendance and consistent availability during scheduled queue coverage hours. • Respond constructively to coaching and quality feedback, adjusting approach quickly when performance concerns are identified. • Support service operations by documenting interactions thoroughly and escalating more complex customer concerns when appropriate.
2026-09-22T00:00:00Z

Customer Service Representative

San Francisco, California
onsite
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers with timely, accurate assistance in San Francisco, California. This is a Contract position for someone who can create a positive experience by listening carefully, resolving questions efficiently, and ensuring applications and requests are completed correctly the first time. The ideal candidate brings a steady call center presence, communicates clearly on both inbound and outbound calls, and responds well to feedback in a fast-paced service environment. Responsibilities: • Assist customers by phone with clear guidance, helping them understand next steps without making interactions feel rushed. • Handle inbound and outbound calls professionally while addressing questions, resolving issues, and documenting key details accurately. • Complete order entry and application-related tasks with strong attention to detail to improve first-pass accuracy. • Monitor open or pending customer items and follow up promptly to keep requests moving toward resolution. • Maintain dependable coverage during scheduled hours and remain consistently available to support queue demands. • Apply coaching and performance feedback to strengthen service quality and correct flagged issues quickly. • Provide thorough, complete responses that reduce repeat contact and improve the overall customer experience.
2026-09-22T00:00:00Z

Customer Service Representative

Tracy, California
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.
2026-09-24T00:00:00Z

Customer Service Specialist

Oakland, California
onsite
Temporary / Contract
26 - 29 USD / Hourly
Customer Service SpecialistBrief Job Description:The Customer Service Specialist provides support to customers by answering questions, resolving issues, processing requests, and delivering a positive service experience.Responsibilities:<ul><li>Respond to customer inquiries by phone, email, or chat</li><li>Resolve issues related to orders, billing, products, or services</li><li>Document customer interactions in CRM or ticketing systems</li><li>Escalate complex issues to appropriate departments</li><li>Process returns, refunds, or service requests as needed</li><li>Maintain service quality and meet response-time goals</li></ul>
2026-09-25T00:00:00Z

Customer Service Admin

Oakland, California
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are hiring a Customer Service Administrator to provide administrative support while assisting customers with inquiries, orders, and service requests.Responsibilities:<ul><li>Respond to customer calls, emails, and online inquiries</li><li>Process orders, service requests, and account updates</li><li>Maintain accurate customer records and documentation</li><li>Coordinate with internal departments to resolve issues</li><li>Assist with reporting, filing, and other administrative tasks</li></ul>
2026-09-19T00:00:00Z

Client Service Associate

San Mateo, California
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z

Client Services Manager

Walnut Creek, California
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

Customer Success Manager

Hayward, California
onsite
Permanent / Full Time
80000 - 85000 USD / Yearly
We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements. Responsibilities:• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health
2026-09-15T00:00:00Z

Client Services Associate

Alamo, California
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

Call Center CSR

San Leandro, California
onsite
Temporary / Contract
19 - 22 USD / Hourly
Position Overview We are seeking a Customer Service Representative to support a high-volume call center environment for a well-established waste and recycling services organization. This role is ideal for someone who enjoys helping customers, can manage multiple responsibilities at once, and is comfortable learning a complex service operation over time.The Customer Service Representative will primarily handle inbound customer calls related to service setup, missed pickups, delivery scheduling, and general account requests. In addition to phone support, this position will also manage emails, service requests, and other administrative tasks that come in throughout the day.This is a fast-paced role that requires strong communication skills, attention to detail, flexibility with scheduling, and the ability to remain organized while handling live customer needs. Key Responsibilities<ul><li>Answer a high volume of inbound customer service calls</li><li>Assist customers with service-related requests, including:</li><li>Starting new service</li><li>Missed pickups</li><li>Scheduling deliveries</li><li>General service questions and account support</li><li>Learn and navigate internal systems and databases to accurately process requests</li><li>Manage email inquiries and service requests from multiple service areas</li><li>Complete assigned daily tasks while also responding to live incoming work</li><li>Enter accurate information while speaking with customers in real time</li><li>Provide professional, courteous, and solutions-oriented customer service</li><li>Work collaboratively with team members, leads, and supervisors for support as needed</li><li>Maintain strong attendance and punctuality in a structured call center setting</li></ul>
2026-09-19T00:00:00Z

Client Service Manager | RIA Firm

Walnut Creek, California
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader who enjoys both people management and process improvement. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently. What You’ll DoTeam Leadership<ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul>Client Service & Operations<ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul>Technology & Process Improvement<ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul>
2026-09-15T00:00:00Z

Operations Support

San Bruno, California
onsite
Temporary / Contract
24.75 - 25 USD / Hourly
We are looking for an Operations Support to support hands-on testing, monitoring, and operational activities in San Bruno, California. This Long-term Contract position is ideal for someone who is comfortable working around prototype equipment, assisting with product evaluation, and maintaining safe, efficient workflows. The role combines device oversight, sample collection, refurbishment support, and food-based test preparation. This contract role has a duration of 6 months - 12 months in length and the overnight hours are Tuesday, Wednesday, Thursday, and Friday 12:00am Midnight to 10:00am. Our start-up client offers a great teamwork environment, complimentary snack & beverages, and more. Apply today! We are hiring two professionals. Responsibilities:• Oversee the operation of prototype equipment, ensuring devices run as expected and remain under close observation throughout testing activities.• Load and remove materials or units from equipment as needed to keep testing and operational work moving efficiently.• Track screen alerts and equipment behavior, respond promptly to unusual conditions, and initiate shutdown actions when required for safety or quality purposes.• Collect samples, then measure and document results using standard lab instruments and established procedures.• Assist with evaluation work on supporting test fixtures and component-level setups used to verify equipment performance.• Provide support for refurbishment operations by unpacking returned units, reviewing their condition, and separating them into appropriate disposition categories such as repair or scrap.• Move and stack incoming or processed units, including handling heavier items and using pallet jacks as part of daily material flow.
2026-09-24T00:00:00Z

Client Service Manager - Wealth Management Firm

Walnut Creek, California
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.
2026-09-19T00:00:00Z

Client Service Associate - Wealth Management Firm

San Mateo, California
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z