We are looking for a dedicated Customer Service Representative to join our team in Tracy, California. In this role, you will play a vital part in ensuring customer satisfaction by managing orders, responding to inquiries, and maintaining accurate documentation. This is a long-term contract position offering the opportunity to grow and contribute within a collaborative team environment.<br><br>Responsibilities:<br>• Process and manage customer orders accurately using word processing and spreadsheet tools.<br>• Ensure timely order fulfillment and monitor delivery schedules to meet customer expectations.<br>• Address customer inquiries and provide clear and thoughtful responses to requests.<br>• Prepare detailed reports and correspondence for internal and external stakeholders.<br>• Collaborate with team members to maintain efficient account coverage and resolve issues.<br>• Maintain accurate records and documentation related to customer accounts and transactions.<br>• Book orders promptly while adhering to company guidelines and processes.<br>• Support the team by participating in group activities and contributing to shared goals.<br>• Assist in resolving order-related concerns under the guidance of supervisors and experienced colleagues.
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame starting Mid September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience, volunteer experience, or worked on a team in a work, extracurricular, or recreational capacity. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p> </p><p><strong><u>**Please note that our client is looking for candidates with open availability to fit the store schedule. They are also asking for limited time off request during these three weeks. Open availability is best**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 15th to Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul><p><br></p>
<p>We are looking for a motivated and customer-focused <strong>Customer Experience Specialist</strong> to provide exceptional support to Independent Operators. In this long-term contract role, you will act as a key resource for resolving business-related issues while fostering trust and collaboration with stakeholders. This position is based in Emeryville, California, and offers an exciting opportunity to contribute to a dynamic and service-oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Address and resolve operator concerns across multiple channels with efficiency and professionalism.</p><p>• Partner with different teams to escalate complex issues and ensure timely resolutions.</p><p>• Provide tailored solutions to operators and follow up to ensure satisfaction.</p><p>• Build and maintain strong relationships with Independent Operators through transparent and responsive communication.</p><p>• Document case resolutions to identify trends and enhance future support processes.</p><p>• Advocate for operator needs by communicating feedback and reporting system bugs.</p><p>• Utilize customer service tools such as <strong>Zendesk </strong>and <strong>ServiceNow </strong>to manage inquiries and track progress.</p><p>• Assist operators with connectivity issues and deliver solutions for technical challenges.</p><p>• Ensure exceptional service delivery while adapting to flexible work schedules, including weekends.</p>
We are looking for a dedicated Customer Experience Specialist to join our team in San Jose, California. In this contract role within the medical devices industry, you will play a key part in ensuring a seamless onboarding experience for customers, from the point of sale to full system integration. This position involves coordinating installations, managing schedules, and resolving customer concerns while maintaining high standards of service excellence.<br><br>Responsibilities:<br>• Coordinate the delivery, installation, and clinical scheduling processes to ensure customers experience a smooth onboarding journey.<br>• Manage sales orders, track progress, and provide timely updates to customers regarding the status of their orders.<br>• Collaborate with cross-functional teams, including sales, finance, logistics, and engineering, to meet customer needs efficiently and accurately.<br>• Address and resolve customer issues related to shipping, installation, or clinical training, ensuring minimal disruptions.<br>• Proactively identify potential delays and implement solutions to maintain the flow of operations.<br>• Maintain and update detailed records of customer interactions, onboarding statuses, and feedback within the CRM system.<br>• Contribute to continuous improvement efforts by suggesting process optimizations based on customer feedback and operational insights.<br>• Coordinate schedules for Customer Engineers and Clinical Trainers to ensure timely installations and training sessions.<br>• Escalate complex issues to management as needed to achieve swift resolutions.<br>• Uphold company standards and policies while delivering exceptional customer service.
<p><strong>Job Description: Customer Service Representative</strong></p><p><strong>Position Overview:</strong></p><p>We are seeking a dedicated and proactive <strong>Customer Service Representative</strong> to join our team. In this role, you will be responsible for delivering exceptional customer service through a consultative approach while supporting sales efforts and maintaining inventory and stock management. The ideal candidate will excel in fostering customer relationships, ensuring inventory accuracy, and contributing to the overall efficiency and quality of our operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>Customer Service & Sales:</strong></p><ul><li>Provide consultative customer service by understanding client needs and recommending suitable solutions, rather than handling transactions in a purely transactional manner.</li><li>Build lasting relationships with customers by listening actively and delivering personalized service to address their unique requirements.</li><li>Upsell, cross-sell, and promote products or services tailored to customer needs for sustained growth and satisfaction.</li><li>Address inquiries or complaints promptly and professionally to ensure customer satisfaction and retention.</li></ul><p><strong>Inventory Management & Stock Control:</strong></p><ul><li>Perform routine inventory cycle counts and validate stock levels to identify discrepancies.</li><li>Conduct quality assurance checks to ensure products meet company and customer standards.</li><li>Organize and monitor stock levels to optimize inventory operations.</li><li>Collaborate with cross-functional teams to enhance inventory handling processes that align with organizational goals.</li></ul><p><br></p>
We are looking for a dedicated and detail-oriented Sales Support team member to join our team in Fremont, California. In this role, you will collaborate closely with customers and Account Managers to address inquiries, manage orders, and provide solutions tailored to client needs. This is a long-term contract position offering an opportunity to grow within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Respond to customer inquiries promptly, providing accurate quotes and processing orders efficiently.<br>• Expedite orders and manage returns to ensure customer satisfaction.<br>• Source parts and products to meet client requirements effectively.<br>• Assist in driving sales by supporting Account Managers and identifying opportunities for growth.<br>• Contribute to stockroom operations when necessary, ensuring inventory is organized and accessible.<br>• Maintain attention to detail when entering orders and managing customer information.<br>• Build and nurture strong business relationships with clients to foster long-term partnerships.<br>• Collaborate with team members to streamline processes and improve overall efficiency.<br>• Utilize Microsoft tools to manage sales data, track orders, and monitor performance.
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p><strong>Compensation:</strong> $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Service Associate</strong> to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development.</p><p> </p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul><p><br></p>
<p><strong>Contract Administrative & Accounting Specialist with Customer Service Focus</strong></p><p><strong>Location:</strong> Millbrae, CA</p><p><strong>Duration:</strong> Contract Position (Possible Contract to Hire)</p><p><br></p><p>Are you an organized, detail-oriented professional with a passion for customer service and strong administrative skills? Our client, a small manufacturing business located in Millbrae, CA, is seeking a skilled Administrative Specialist to join their team on a contract basis. This role offers an exciting opportunity to directly contribute to the success of a growing company by ensuring smooth administrative operations and providing excellent service to customers.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Customer Service:</strong> Act as the first point of contact for customers, providing exceptional support via phone, email, and in person.</li><li><strong>Administrative Support:</strong> Assist with general office duties, such as filing, organizing, and managing correspondence.</li><li><strong>QuickBooks Data Entry:</strong> Accurately input data into QuickBooks to maintain financial records and support invoicing.</li><li><strong>Accounts Receivable:</strong> Perform light accounts receivable functions, including payment tracking and follow-ups.</li><li><strong>Excel Support:</strong> Create and maintain spreadsheets for reporting and data tracking purposes using advanced Excel functions.</li><li><strong>Document Management:</strong> Maintain and update company records and ensure accurate system documentation.</li></ul><p><br></p><p><br></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for a <strong>Client Service Associate </strong>at a <strong>Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Jose.</strong></p><p><br></p><p>Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in web calls and international banking support.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Robert Half has an immediate need for an Office Administrator. We are looking for a dedicated and meticulous Office Assistant to who can hit the ground running for one of our clients in Millbrae. This role blends reception, customer service, and office management to ensure smooth daily operations in a fast-paced retail environment. If you thrive in multitasking and enjoy working in a supportive and dynamic team, this could be the perfect opportunity for you.</p><p><br></p><p>Please find the details below and if interested, apply now! We are potentially looking to have people start this week. Do not wait. Apply now. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Welcome visitors warmly and manage front desk reception duties, including coordinating office needs.</li><li>Review customer orders and assist with invoicing tasks using QuickBooks Desktop.</li><li>Utilize Excel for data reporting and analysis, including creating pivot tables and performing VLOOKUPs.</li><li>Address customer concerns and enforce company policies with clarity and care.</li><li>Independently follow procedures outlined in internal manuals and FAQs with minimal supervision.</li><li>Maintain an organized and efficient office environment by ensuring it is well-stocked and running smoothly.</li><li>Support a positive workplace culture, contributing to team morale and engagement.</li><li>Handle customer returns and manage their expectations while maintaining clear and appropriate boundaries.</li></ul>
We are looking for an Administrative Assistant with strong attention to detail to join our team in Richmond, California. This is a Contract to Permanent position, ideal for someone with excellent organizational skills and a background in customer service. The role involves managing financial processes, ensuring accuracy in transactions, and supporting operational tasks.<br><br>Responsibilities:<br>• Process incoming payments and ensure outgoing payments are completed accurately and on time.<br>• Coordinate weekly check runs and maintain detailed records of financial transactions.<br>• Collaborate with team members to redistribute financial tasks as necessary.<br>• Provide outstanding customer service and address inquiries with care and precision.<br>• Support retail operations by maintaining smooth workflows and resolving issues promptly.<br>• Assist in onboarding and training processes to ensure a seamless integration into the team.<br>• Communicate effectively in both English and Spanish to support diverse clientele.<br>• Maintain confidentiality and uphold company policies while handling sensitive financial data.
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Boutique RIA</strong>. This is a full-time permanent role based in <strong>Walnut Creek</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a collaborative, client-focused team where your work directly impacts clients’ financial journeys. The culture emphasizes curiosity, teamwork, and adaptability, offering opportunities to grow your skills, deepen expertise, and advance your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Assist clients with account updates, beneficiary changes, and transactions</li><li>Process wire transfers and rollover requests efficiently and securely</li><li>Respond to client inquiries and deliver personalized support</li><li>Manage client onboarding and maintain CRM records</li><li>Collaborate with advisors to align actions with client plans</li><li>Support the team with reports, presentations, and client materials</li><li>Uphold confidentiality and best practices for client information</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a skilled and organized Project Coordinator to join our team in Pleasanton, CA. This position offers an exciting opportunity to contribute to the permitting and plan review processes within the engineering and construction industry. The ideal candidate will demonstrate exceptional attention to detail, strong customer service abilities, and a solid understanding of building codes and permitting procedures. This position is onsite, M-F 8AM-5PM in Pleasanton.</p><p><br></p><p>Project Coordinator Responsibilities:</p><p>• Process and review permit applications to ensure compliance with building codes, zoning regulations, and other relevant ordinances.</p><p>• Provide clear guidance to applicants regarding the permit application process and required documentation.</p><p>• Coordinate with internal departments to streamline the permitting and plan review processes.</p><p>• Maintain accurate records of development project applications, including electronic permit files.</p><p>• Calculate, collect, and document fees associated with various permits and development projects.</p><p>• Assist in reviewing development permit applications for completeness and eligibility for further evaluation.</p><p>• Deliver excellent customer service to local government clients and the general public, addressing inquiries and resolving issues.</p><p>• Support clerical functions, including filing and maintaining development review documentation.</p><p>• Update and manage schedules and timelines for construction projects.</p><p>• Perform other related duties as assigned to ensure the smooth operation of permitting and project coordination.</p><p><br></p><p>If you are interested in this Project Coordinator opportunity, please submit your resume today!</p>
<p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate with office experience or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><br></p><ul><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A boutique wealth management firm is seeking a <strong>Client Service Associate</strong> to join its high-touch, relationship-driven team. Located in Walnut Creek, CA, the firm serves a select group of clients through personalized financial advice and exceptional service. With a stable, referral-based client base and over 15 years of advisory experience, the team is known for its people-first culture and commitment to long-term relationships.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will be the primary point of contact for clients, supporting a range of financial and administrative tasks. This role is ideal for professionals who are detail-oriented, proactive, and passionate about delivering outstanding client experiences. The firm values personal and professional growth, encouraging continuous learning and development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist clients with beneficiary updates, wire transfers, and rollover requests.</li><li>Respond promptly to client inquiries and provide support across financial products and services.</li><li>Facilitate client onboarding and ensure a smooth, welcoming experience.</li><li>Process client transactions including deposits, withdrawals, and account updates.</li><li>Collaborate with financial advisors to align actions with client financial plans.</li><li>Maintain accurate client records in CRM systems (Salesforce preferred).</li><li>Follow up on pending client requests to ensure timely resolution.</li><li>Uphold confidentiality and security of client information.</li><li>Provide administrative support including report preparation and client-facing materials.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office.</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p>A dynamic and values-driven financial services firm is seeking a <strong>Client Services Associate</strong> to join its team. This role is ideal for a service-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client experiences.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Services Associate plays a pivotal role in maintaining and enhancing client relationships. Acting as a primary point of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory team in providing personalized financial solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first impression for clients, both in-person and over the phone.</li><li>Build and maintain strong client relationships through attentive and thoughtful service.</li><li>Handle client service requests, including account openings, transfers, deposits, withdrawals, and updates.</li><li>Monitor custodial alerts and take appropriate action.</li><li>Process required minimum distributions (RMDs) and other account maintenance tasks.</li><li>Collaborate with advisors to onboard new clients and educate them on account access.</li><li>Maintain accurate records in the CRM and manage client meeting calendars.</li><li>Support client communications and assist with mailings.</li><li>Contribute to special projects and administrative initiatives as needed.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for an organized and detail-oriented Receptionist to join our well-established firm and collegial team in either our East Bay or Peninsula location. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth communication and efficient administrative support. If you have strong interpersonal skills and a knack for multitasking, we encourage you to apply. This is a hybrid position with excellent benefits and stellar long term growth opportunities! </p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly, providing a welcoming and organized environment.</p><p>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.</p><p>• Handle email correspondence promptly and professionally, ensuring clear communication.</p><p>• Perform accurate data entry tasks to maintain updated records and databases.</p><p>• Schedule appointments and manage calendars to ensure efficient time management.</p><p>• Organize and maintain files for easy access and retrieval of important information.</p><p>• Coordinate with team members to support daily office operations.</p><p>• Utilize Microsoft Word, Excel, and Outlook to prepare documents and manage communications.</p><p>• Assist in general office tasks to ensure smooth workflow and productivity.</p><p>• Provide exceptional customer service to address inquiries and resolve issues.</p>
<p>Job Title: Assistant Retail Store Manager (Seasonal)</p><p>Location: Burlingame, CA</p><p>Job Type: Seasonal (Until January 2025)</p><p>Hours: 30-35 hours per week. Must be available to work Black Friday and weekends.</p><p><br></p><p>Job Overview: We are currently seeking a dynamic, proactive, and talented seasonal Assistant Retail Store Manager for our store in Burlingame, CA. This is a key position responsible for assisting the Store Manager with all aspects related to the efficient running of the store. The ideal candidate has a passion for retail, possesses strong leadership abilities, and is dedicated to delivering top-tier customer service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist the Store Manager in store operations including inventory management, cash management, and visual merchandising standards</li><li>Help to drive sales through high levels of service standards, product knowledge, and staff management</li><li>Responsible for the management of the sales team to maximize profits, meet sales and productivity objectives</li><li>Help in resolving customer complaints and providing solutions that fit both the customer’s and company’s needs</li><li>Assist in the planning and coordination of in-store events</li><li>Assist in hiring, training, scheduling, and motivation of store staff</li><li>Ensure maintenance of store cleanliness and organization</li><li>Adhere to all company policies and procedures</li></ul><p><br></p>
We are looking for a dedicated Property Administrator to join our team in East Palo Alto, California. This is a contract position that offers an excellent opportunity to support property management operations in a collaborative and focused environment. The ideal candidate will bring organizational expertise and a proactive approach to managing administrative tasks.<br><br>Responsibilities:<br>• Oversee daily administrative operations for the property, ensuring compliance with company policies and procedures.<br>• Prepare, review, and maintain accurate tenant files and documentation related to move-ins and ongoing occupancy.<br>• Provide exceptional customer service by addressing tenant inquiries and resolving issues promptly.<br>• Utilize software tools such as Yardi and Microsoft Office to manage property data and generate reports.<br>• Assist in maintaining compliance with HUD regulations and tax credit requirements.<br>• Coordinate with the site manager and other team members to ensure smooth workflow during rehabilitation projects.<br>• Monitor and manage property-related correspondence, including emails and notices.<br>• Organize and maintain office records, ensuring accessibility and confidentiality.<br>• Support team-oriented initiatives in a small office setting to foster a collaborative work environment.<br>• Ensure adherence to the business-appropriate dress code, with casual Fridays as an exception.
<p><strong>Jennifer Fukumae</strong> at Robert Half Finance and Accounting is partnering with an independent <strong>Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca</strong> with over $1.2 billion in assets under management and a client base of approximately 250 high-net-worth individuals and families. Average client relationships range from $2M to $10M in assets, and the firm has grown by over $100 million in AUM in just the last year—demonstrating exceptional investment performance and continued client trust.</p><p> </p><p><strong>The Role:</strong></p><p>The Client Service Associate will play a vital role in delivering a white-glove client experience, supporting advisors, and helping ensure operational excellence. This is an excellent opportunity for a high-performing CSA with RIA experience who enjoys being client-facing and thrives in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a primary point of contact for client servicing requests and inquiries</li><li>Prepare and process account paperwork, including account openings, transfers, contributions/distributions, and maintenance</li><li>Support advisors in client meeting preparation, follow-up, and ongoing financial planning efforts</li><li>Coordinate with custodians and internal stakeholders to ensure timely resolution of client needs</li><li>Maintain accurate and up-to-date client records and documentation</li><li>Proactively identify opportunities to enhance the client experience</li><li>Assist with ad-hoc projects, including compliance tasks and process improvement initiatives</li></ul>
We are looking for an experienced Accounts Receivable Clerk to join our team on a contract basis in Benicia, California. This role focuses on managing a large-scale onboarding project involving over 2,500 new customer and supplier accounts. If you thrive in a collaborative environment and enjoy contributing to efficient processes, this opportunity offers hybrid flexibility with remote work options after initial training.<br><br>Responsibilities:<br>• Facilitate the onboarding of over 2,500 new customer and supplier accounts, ensuring accuracy and completeness of applications.<br>• Verify and process account setup documents, including both DocuSign and paper-based submissions.<br>• Update and maintain detailed account information using the Apprise system.<br>• Collaborate with Sales and Transportation teams to coordinate account setup and delivery routing.<br>• Perform end-to-end account setup processes, including data cleanup, resolving missing information, and conducting follow-ups.<br>• Monitor new account activity and assist with the integration of Fintech payment applications.<br>• Support team efficiency by cross-training in cash application processes as needed.
<p>We are looking for a dedicated Help Desk Analyst I to provide exceptional technical support in a dynamic environment. This long-term contract position is based in San Jose, California, and involves assisting users with Tier 1 and Tier 2 desktop support while maintaining a focus on excellent customer service. If you have a passion for solving technical issues and a strong ability to communicate with non-technical users, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Deliver Tier 1 and Tier 2 desktop support to end-users, addressing both software and hardware issues.</p><p>• Troubleshoot and resolve problems with devices such as monitors, docking stations, and other peripherals.</p><p>• Provide support for Active Directory, Windows 10, and other Windows-based systems.</p><p>• Manage and resolve service desk tickets in a timely and efficient manner.</p><p>• Offer technical assistance for platforms such as Okta, Zoom, and Slack.</p><p>• Document troubleshooting steps and solutions to contribute to the internal knowledge base.</p><p>• Travel to various sites as needed to provide on-site technical support.</p><p>• Communicate complex technical concepts clearly to non-technical users.</p><p>• Ensure a high level of customer satisfaction by delivering prompt and courteous service.</p>
<p>We are looking for a skilled Receptionist to join our team in Santa Clara, CA. This is a long-term contract position that requires an individual with excellent attention to detail, strong communication skills, and the ability to provide outstanding customer service. In this role, you will be the first point of contact for visitors and callers, ensuring smooth day-to-day operations at the front desk.</p><p><br></p><p>Responsibilities:</p><p>• Maintain a welcoming and attentive presence at the reception area, ensuring all visitors feel comfortable and attended to.</p><p>• Answer incoming calls, route them appropriately, and provide information as needed.</p><p>• Greet and assist guests, clients, and visitors upon arrival, including providing directions or escorting them to meeting locations.</p><p>• Ensure all visitors are properly signed in and follow security protocols during check-in and check-out processes.</p><p>• Assist with badge creation and access setup for visitors and contract staff.</p><p>• Coordinate meeting room bookings, ensuring rooms are prepared and equipped for scheduled meetings.</p><p>• Respond to inquiries with a courteous and helpful attitude, reflecting high standards of customer service.</p><p>• Support administrative tasks such as file management, printing, and internet browsing as required.</p><p>• Collaborate with team members to ensure seamless operations and communication.</p><p>• Maintain an appearance that reflects years of experience and aligns with the company’s standards.</p>
