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36 results for Customer Service Representative in Burlingame, CA

Fundraising Officer
  • Hillsborough, CA
  • onsite
  • Temporary
  • 22.00 - 23.00 USD / Hourly
  • <p><strong>Part-Time Monday through Thursday 20 hours a week </strong></p><p><br></p><p>Robert Half is working with a prestigious school located in Burlingame, CA. Our client is looking for a part-time candidate who can support their Donor program. You will be working directly with prospects as well as current donors. Professionalism is key in this role! Please find the details below and if interested, apply now. Do not wait, we are looking to set up interviews ASAP. Apply now!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain accurate and up-to-date donor and prospect records in the school’s fundraising database.</li><li>Process and acknowledge donations promptly, ensuring accurate documentation and receipts.</li><li>Assist in preparing fundraising reports, mailing lists, and donor summaries for leadership.</li><li>Provide administrative support for fundraising campaigns, events, and stewardship activities.</li><li>Coordinate donor communications, including thank-you letters, newsletters, and outreach emails.</li><li>Support event logistics—registration, invitations, materials, and day-of coordination.</li><li>Collaborate with the development team to ensure high-quality donor care and consistent messaging.</li><li>Handle office tasks such as scheduling meetings, managing files, and organizing materials.</li></ul><p> </p><p> </p><p> </p><p><br></p><p><br></p>
  • 2025-11-18T18:58:46Z
Senior CSA at Multi Family Office
  • San Francisco, CA
  • remote
  • Permanent
  • 90000.00 - 130000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-11-05T15:59:06Z
Patent Agent
  • San Francisco, CA
  • onsite
  • Permanent
  • 110000.00 - 180000.00 USD / Yearly
  • <p>We are in search of a skilled Patent Agent to become a part of our team. The role will be based in our San Francisco office, and will involve working with a range of patent prosecution activities within the biotech and pharmaceutical industries. </p><p><br></p><p>Responsibilities</p><p><br></p><p>• Handle patent prosecution tasks with a focus on maintaining accurate records and processing applications</p><p>• Utilize technical knowledge in cellular biology, molecular biology, biochemistry, genetics, immunology, virology, chemistry, organic chemistry, and pharmacy to enhance job functions</p><p>• Conduct detailed prior art searches for patentability and freedom to operate analyses</p><p>• Analyze patents and scientific papers to support patent preparation, prosecution, and counseling </p><p>• Ensure excellent written and verbal communication in English during all interactions</p><p>• Monitor customer accounts and take appropriate action when necessary</p><p>• Maintain a broad technical knowledge to aid in job functions</p><p>• Maintain a focus on customer inquiries, resolving them efficiently and effectively</p><p>• Ensure all customer credit applications are processed accurately and efficiently</p><p>• Uphold a high standard of service, maintaining accurate customer credit records.</p>
  • 2025-11-15T01:39:30Z
Paralegal
  • San Rafael, CA
  • onsite
  • Permanent
  • 89440.00 - 110240.00 USD / Yearly
  • <p>We are looking for a Paralegal to join our team in San Rafael or Oakland, CA. Minimum 3 days/ week in office. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and process a variety of legal documents including deeds, transfer letters, and affidavits of death</p><p>• Carry out thorough legal research on various issues related to Business Law and Real Estate</p><p>• Assist in the preparation of Business Formation documents, applying for EINs from the IRS, and handling designation of Registered Agent for Service of Process</p>
  • 2025-11-17T18:44:11Z
Office Clerk
  • Scotts Valley, CA
  • onsite
  • Permanent
  • 48000.00 - 66000.00 USD / Yearly
  • We are looking for a dedicated Office Clerk to join our team in Scotts Valley, California. In this role, you will play a crucial part in ensuring smooth administrative operations, supporting billing processes, and maintaining excellent client relationships. If you are detail-oriented, organized, and thrive in a dynamic environment, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Coordinate and schedule meetings with clients, ensuring timely follow-ups and project updates.<br>• Maintain accurate records of client communications and project details in the company's system.<br>• Oversee daily office operations, including managing inventory, ordering supplies, and ensuring proper functioning of office equipment.<br>• Organize and update files to ensure all documentation is easily accessible and current.<br>• Assist with team scheduling, meeting coordination, and the preparation of agendas.<br>• Support billing processes, expense tracking, and other administrative tasks as required.<br>• Provide clients and customers with information about company services and ongoing projects.<br>• Address client inquiries and concerns promptly, escalating complex issues when necessary.<br>• Ensure a welcoming and organized environment for both clients and team members.
  • 2025-10-15T14:58:46Z
Tax Preparer
  • San Mateo, CA
  • onsite
  • Contract / Temporary to Hire
  • 45.00 - 46.00 USD / Hourly
  • <p>Are you an experienced tax preparer looking to join a dynamic and dedicated team? Our small CPA firm, located in the heart of San Mateo, CA, is seeking a knowledgeable and dependable tax professional to help manage our growing client base! CPA or Enrolled Agents are encouraged to apply!</p><p><br></p><p>If you have a strong background in tax preparation, exceptional attention to detail, and a passion for providing top-notch service, we’d love to hear from you. This is a fantastic opportunity to join an environment where your expertise will be highly valued and the client can offer a flexible schedule. </p><p><br></p><p><strong>Job Responsibilities:</strong></p><ul><li>Handle tax preparation for individuals, partnerships, small businesses, and trusts.</li><li>Maintain professionalism and uphold the highest standards of trustworthiness and dependability.</li><li>Demonstrate excellent interpersonal skills and a personable demeanor.</li><li>While initial direct communication with clients is uncertain, the role may evolve to include client interaction.</li></ul>
  • 2025-11-14T14:58:44Z
Attorney/Lawyer
  • San Jose, CA
  • onsite
  • Permanent
  • 175000.00 - 225000.00 USD / Yearly
  • <p>We are offering an exciting opportunity for an Attorney to join our team in San Jose, California. This role is within a multi-service law firm and will focus on our Employment Law group. As a lawyer, you will provide advice and counsel to clients regarding various aspects of employment law.</p><p><br></p><p>Responsibilities:</p><p>• Provide advice to clients on matters related to employment law, including hiring, terminations, harassment, discrimination, and retaliation.</p><p>• Manage issues related to trade secrets, leaves of absence, and wage and hour law.</p><p>• Draft legal documents such as employee handbooks, nondisclosure agreements, arbitration agreements, and separation agreements.</p><p>• Litigate on matters related to wrongful termination, class and representative actions, discrimination, harassment, retaliation, wage and hour, and breach of contract.</p><p>• Use Adobe Acrobat, Case Management Software, and Document Management tools to manage and organize case materials.</p><p>• Conduct briefing, civil litigation, complaint handling, and depositions.</p><p>• Engage in arbitration and class action litigation.</p><p>• Handle issues related to employment discrimination, trade secrets, and retaliation.</p><p>• Ensure all activities are in compliance with the relevant laws and regulations.</p>
  • 2025-11-15T01:39:30Z
CFO
  • Sunnyvale, CA
  • onsite
  • Permanent
  • 250000.00 - 300000.00 USD / Yearly
  • <p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
  • 2025-10-28T15:28:43Z
Corporate Accounting Lead - Venture Capital Firm
  • Palo Alto, CA
  • remote
  • Permanent
  • 150000.00 - 250000.00 USD / Yearly
  • <p>Michelle Espejo with Robert Half Financial Services is recruiting for a <strong>Management Company Lead</strong> at a <strong>leading venture capital firm</strong>. This is a full-time, permanent role based in <strong>Palo Alto</strong> with a <strong>hybrid schedule</strong>.</p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-11-10T18:28:44Z
Management Company Lead at Leading Venture Firm
  • Palo Alto, CA
  • remote
  • Permanent
  • 170000.00 - 250000.00 USD / Yearly
  • <p>Michelle Espejo with Robert Half Financial Services is recruiting for a <strong>Management Company Lead</strong> at a <strong>leading venture capital firm</strong>. This is a full-time, permanent role based in <strong>Palo Alto</strong> with a <strong>hybrid schedule</strong>.</p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-11-05T14:38:55Z
Front Desk Coordinator
  • Sunn, CA
  • onsite
  • Temporary
  • 18.21 - 21.09 USD / Hourly
  • We are looking for an organized and proactive Front Desk Coordinator to join our team on a contract basis in Sunn, California. In this role, you will be the first point of contact for patients, ensuring a seamless and detail-oriented experience. Ideal candidates are skilled in multitasking, possess excellent communication abilities, and thrive in a fast-paced environment.<br><br>Responsibilities:<br>• Serve as the primary point of contact for patients, addressing inquiries and providing exceptional service.<br>• Manage and maintain the front office, ensuring it is clean, organized, and welcoming.<br>• Coordinate patient appointments, including scheduling, reminders, and follow-ups.<br>• Handle billing, insurance verification, and related administrative tasks with precision.<br>• Operate a multi-line phone system to answer inbound calls efficiently and effectively.<br>• Collaborate with the dental team to optimize office workflows and administrative procedures.<br>• Assist in the transition to a paperless patient management system, ensuring accurate documentation and record-keeping.<br>• Provide concierge-level services to enhance patient satisfaction and experience.<br>• Maintain confidentiality and accuracy in handling sensitive patient information.<br>• Support additional administrative duties as needed to ensure smooth office operations.
  • 2025-11-03T23:58:54Z
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