6 results for Customer Service Representative in Watsonville, CA

Customer Service Representative

Mountain View, CA
onsite
Temporary
27.7115 - 32.087 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team on a l9 month contract basis in Mountain View, California. In this role, you will support nonprofit organizations by managing their registration processes and addressing inquiries related to payments. This position offers the opportunity to work in a collaborative environment focused on philanthropy and community engagement. Responsibilities:• Assist nonprofit organizations with completing their PaymentWorks registration to ensure smooth transactions.• Respond promptly to customer inquiries regarding registration processes and payment-related questions.• Enter and maintain accurate documentation and data records.• Utilize Excel and Outlook to manage and track communications and workflows effectively.• Collaborate with the Grants Processing Team to ensure alignment and efficiency in service delivery.• Provide detailed follow-ups with nonprofits to resolve any registration or payment issues.• Maintain a detail-oriented and courteous demeanor in all communications, both written and verbal.• Participate in team meetings twice per month to discuss progress and address challenges.• Leverage Salesforce if applicable to streamline customer service processes.
2026-04-01T00:00:00Z

Front Desk/Customer Service

Mountain View, CA
onsite
Temporary
21 - 25 USD / Hourly
Customer Service / Front Desk Coordinator – Job DescriptionThe Customer Service / Front Desk Coordinator serves as the first point of contact for clients and visitors, providing friendly and professional service both in person and over the phone. This role handles a variety of administrative and customer support tasks to keep office operations running smoothly. Recent college graduates are encouraged to apply.Day-to-Day Responsibilities:<ul><li>Greet and assist guests, directing them to the appropriate staff or meeting areas</li><li>Answer incoming calls and respond to general inquiries</li><li>Manage incoming and outgoing mail, packages, and deliveries</li><li>Maintain an organized, welcoming front desk and reception area</li><li>Schedule appointments and maintain office calendars</li><li>Support administrative projects such as data entry, filing, and ordering office supplies</li></ul>
2026-03-31T00:00:00Z

Front Desk/Customer Service

Los Altos, CA
onsite
Temporary
21 - 25 USD / Hourly
Customer Service / Front Desk Coordinator – Job DescriptionThe Customer Service / Front Desk Coordinator serves as the first point of contact for clients and visitors, providing friendly and professional service both in person and over the phone. This role handles a variety of administrative and customer support tasks to keep office operations running smoothly. Recent college graduates are encouraged to apply.Day-to-Day Responsibilities:<ul><li>Greet and assist guests, directing them to the appropriate staff or meeting areas</li><li>Answer incoming calls and respond to general inquiries</li><li>Manage incoming and outgoing mail, packages, and deliveries</li><li>Maintain an organized, welcoming front desk and reception area</li><li>Schedule appointments and maintain office calendars</li><li>Support administrative projects such as data entry, filing, and ordering office supplies</li></ul>
2026-03-31T00:00:00Z

Account Service Associate

Sunnyvale, CA
onsite
Temporary
27.3315 - 31.647 USD / Hourly
We are looking for a dedicated Account Service Associate to join our team in Sunnyvale, California. In this long-term contract position, you will play a pivotal role in maintaining accurate financial records, ensuring compliance, and delivering excellent service to members and staff. This opportunity is ideal for someone with strong analytical skills and a passion for supporting operational efficiency within the accounting domain. Responsibilities: • Conduct daily operational and account audits to ensure accuracy and compliance. • Respond to member inquiries regarding account eligibility, documentation, and general information. • File Adult Protective Services reports in adherence to regulatory requirements. • Support the escheatment process by updating property records and utilizing escheatment software. • Assist with decedent case management, including account ownership updates and closures. • Process contributions, withdrawals, and withholding election changes accurately. • Prepare weekly rate and fee schedules for review and distribution. • Collaborate on special projects to enhance processes and workflows. • Update and maintain job aids and procedural documents in collaboration with management and staff.
2026-04-01T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary
22.13 - 24.28 USD / Hourly
We are looking for a dedicated Facilities Call Center Specialist to join our team in Menlo Park, California. In this long-term contract role, you will play a critical part in ensuring the efficient operation of our facilities and responding to both emergency and non-emergency situations. This position requires strong communication skills, attention to detail, and the ability to handle complex scenarios in a fast-paced environment. Responsibilities: • Monitor radio communications and respond promptly to situations involving potential threats to personnel safety. • Utilize the Enterprise Asset Management System to dispatch appropriate personnel and record emergency information accurately. • Ask targeted questions to emergency callers to gather complete and precise information for effective response. • Maintain detailed records of work orders and log notes within the management system. • Determine the appropriate department, such as facilities or security, to respond to specific incidents. • Create daily and weekly reports using automated software tools, including Microsoft Word and Excel. • Brief incoming personnel on relevant updates and operational details from the previous shift. • Oversee workflow processes to ensure all tasks are executed professionally and on time. • Collaborate with supervisors and responders to coordinate solutions and ensure smooth operations. • Apply critical thinking to solve problems, identify solutions, and improve response protocols.
2026-03-27T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent
80000 - 110000 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-03-31T00:00:00Z