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Customer Experience Specialist
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Robert Half
Palm Desert, CA (In Person)
Full-Time
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Job Description
Description We are looking for a customer-focused individual to join our team as a Customer Experience Specialist in Palm Desert, California. This Contract to permanent opportunity is well suited for someone who enjoys supporting clients, managing office tasks, and creating a positive experience through clear communication and dependable follow-through. The role combines front-line service with administrative coordination in a fast-paced onsite environment, making it ideal for an organized individual who can balance multiple priorities effectively.
Responsibilities:
- Manage incoming phone calls and route each inquiry to the appropriate contact while maintaining a courteous and attentive tone.
- Provide timely, accurate responses to questions from clients, visitors, and internal staff, ensuring a high level of service at every interaction.
- Perform daily administrative support activities such as scheduling, document organization, record maintenance, and general office coordination.
- Enter and update information in company systems with accuracy, including data entry, scanned files, and supporting documentation.
- Assist with billing-related tasks by preparing invoices, coding information correctly, monitoring payment activity, and keeping records current.
- Support customer communications through email and phone-based systems, including softphone platforms, to ensure efficient follow-up and resolution.
- Maintain confidentiality and discretion when handling sensitive information and business-related correspondence.
- Contribute to departmental workflow and special assignments as needed to help operations run smoothly and efficiently. Requirements
- At least 2 years of experience in customer service, administrative support, or a similar office-based position.
- Demonstrated ability to communicate clearly and effectively in both written and verbal interactions.
- Experience supporting billing or invoicing activities, including invoice preparation, coding, or payment tracking, is preferred.
- Strong organizational skills with the ability to manage multiple tasks accurately in a busy work environment.
- Proficiency with standard office software, email correspondence, and computer-based data entry.
- Comfortable using phone systems, including softphone tools, to support customer interactions and internal communication.
- High attention to detail, dependable work habits, and a consistent commitment to excellent service.
- Detail-oriented demeanor and a team-oriented approach when working with clients, visitors, and colleagues.