<p>We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Order Processing:</strong> Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li><strong>Customer Experience:</strong> Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li><strong>Issue Resolution:</strong> Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li><strong>Attention to Detail:</strong> Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li><strong>Reliability:</strong> Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
<p>Our client, a healthcare company, is hiring 2-3 customer service professionals to join their team! If you have 2+ years of experience and enjoy creating and building relationships, apply today! </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate and accept all patient orders, ensuring financial and therapy qualifications</li><li>Provide exceptional customer service with professional phone etiquette</li><li>Review and qualify orders according to Medicare, Medi-Cal, and contracted payer guidelines</li><li>Collaborate with clinical staff for complex patient orders</li><li>Work with Distribution Manager to ensure timely deliveries and address service failures</li><li>Support departments with strong communication skills and accurate documentation</li><li>Monitor daily and weekly intake reports, open order reports, and participate in Performance Improvement activities</li><li>Respond to customer complaints and track for quality improvement</li><li>Support organizational goals, policies, and shipping processes for medical supplies</li></ul><p><br></p>
<p><strong>Customer Service Representative</strong></p><p><strong>About the Role:</strong></p><p>Join our team as a Customer Service Representative and be the first point of contact for our valued customers.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Provide product/service information</li><li>Process orders and resolve customer issues</li><li>Maintain accurate records of customer interactions</li></ul>
<p>We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul><p><br></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Assist nonprofit organizations with completing their PaymentWorks registration to ensure smooth transactions.</p><p>• Respond promptly to customer inquiries regarding registration processes and payment-related questions.</p><p>• Enter and maintain accurate documentation and data records.</p><p>• Utilize Excel and Outlook to manage and track communications and workflows effectively.</p><p>• Collaborate with the Grants Processing Team to ensure alignment and efficiency in service delivery.</p><p>• Provide detailed follow-ups with nonprofits to resolve any registration or payment issues.</p><p>• Maintain a detail-oriented and courteous demeanor in all communications, both written and verbal.</p><p>• Participate in team meetings twice per month to discuss progress and address challenges.</p><p>• Leverage Salesforce if applicable to streamline customer service processes.</p>
We are looking for a skilled Customer Service Representative to join our team in San Francisco, California. This is a contract position requiring attention to detail, with a strong ability to manage high-volume calls and deliver exceptional customer service. The role involves working on-site Monday through Friday, with flexibility for phased eight-hour shifts.<br><br>Responsibilities:<br>• Handle a high volume of inbound calls from business owners across various industries with efficiency and courtesy.<br>• Collect and record detailed business and risk-related information accurately during customer interactions.<br>• Identify and escalate unique cases or exceptions to ensure proper resolution and process improvement.<br>• Document insights gathered during calls to support sales, service, and AI model development.<br>• Utilize MacOS, Slack, and Adobe Acrobat Pro to manage workflows and maintain communication.<br>• Work collaboratively with the team to meet customer needs and address inquiries effectively.<br>• Maintain a high level of adaptability during extended shifts and possible overtime.
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)</p><p>💰 $75K–$115K base + discretionary bonus</p><p>A growing boutique wealth management firm is looking to add a <strong>Client Service Associate</strong> to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to <strong>grow long-term within a successful RIA</strong> and be part of a high-touch client service environment.</p><p><strong>What you’ll do:</strong></p><ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul><p><br></p>
We are looking for a Patient Administrative Specialist to join our team in Emeryville, California. In this contract position, you will play a vital role in supporting the daily operations of a clinic, focusing on patient coordination, surgery scheduling, and front desk tasks. This role is an excellent opportunity for individuals with strong organizational skills and a passion for delivering exceptional patient service.<br><br>Responsibilities:<br>• Welcome patients at the front desk, ensuring a positive first impression and assisting with inquiries about appointments, payments, and schedules.<br>• Coordinate surgery scheduling and collaborate with healthcare providers to accommodate urgent patient needs.<br>• Provide administrative support to doctors and patients by utilizing reference tools and documents.<br>• Maintain clinic databases, including information directories, paging systems, and internal forms.<br>• Process and distribute faxes, mail, and clinic-specific documentation efficiently.<br>• Respond to non-clinical patient messages and CRM inquiries, escalating issues as needed.<br>• Uphold organizational service standards by delivering excellent customer service.<br>• Assist in the check-in/check-out process to streamline patient flow.<br>• Ensure accurate filing and documentation to support clinic operations.
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.<br><br>Responsibilities:<br>• Conduct daily operational and account audits to ensure accuracy and compliance.<br>• Respond to member inquiries regarding account eligibility, documentation, and general information.<br>• File Adult Protective Services reports in adherence to regulatory requirements.<br>• Support the escheatment process by updating property records and utilizing escheatment software.<br>• Assist with decedent case management, including account ownership updates and closures.<br>• Process contributions, withdrawals, and withholding election changes accurately.<br>• Prepare weekly rate and fee schedules for review and distribution.<br>• Collaborate on special projects to enhance processes and workflows.<br>• Update and maintain job aids and procedural documents in collaboration with management and staff.
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.<br><br>Responsibilities:<br>• Monitor radio communications and respond promptly to situations involving potential threats to personnel safety.<br>• Utilize the Enterprise Asset Management System to dispatch appropriate personnel and record emergency information accurately.<br>• Ask targeted questions to emergency callers to gather complete and precise information for effective response.<br>• Maintain detailed records of work orders and log notes within the management system.<br>• Determine the appropriate department, such as facilities or security, to respond to specific incidents.<br>• Create daily and weekly reports using automated software tools, including Microsoft Word and Excel.<br>• Brief incoming personnel on relevant updates and operational details from the previous shift.<br>• Oversee workflow processes to ensure all tasks are executed professionally and on time.<br>• Collaborate with supervisors and responders to coordinate solutions and ensure smooth operations.<br>• Apply critical thinking to solve problems, identify solutions, and improve response protocols.
<p>We are looking for a dedicated Medical Front Desk Specialist to join our Cosmetic Dermatology team in San Francisco, California. This role involves delivering exceptional administrative and patient support in a fast-paced dermatology office. As part of our front desk team, you will play a key role in ensuring smooth operations, accurate scheduling, and an outstanding patient experience. This is a long-term contract position offering stability and growth opportunities.</p><p><br></p><p>Hours change each week: 7AM-3PM and then 9AM-6PM depending if you are the opening shift or closing. Must have schedule flexibility.</p><p><br></p><p>This is contract to hire</p><p><br></p><p>We are looking for someone who is polished and patient oriented.</p><p><br></p><p>Responsibilities:</p><p>• Greet patients warmly and assist with check-in and pre-screening processes to ensure a seamless experience.</p><p>• Handle cash transactions and manage billing functions with accuracy and attention to detail.</p><p>• Coordinate appointments and schedules by collaborating effectively with providers and staff.</p><p>• Maintain and update medical records while ensuring compliance with relevant regulations.</p><p>• Answer inbound calls promptly and provide helpful information or direct inquiries appropriately.</p><p>• Monitor and manage office supplies, ensuring inventory is maintained and organized.</p><p>• Utilize electronic health record (EHR) systems efficiently to support daily operations.</p><p>• Perform general administrative duties as needed to support the team and office functions.</p><p>• Create and maintain charts, graphs, and other documentation to support office operations.</p><p><br></p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013329397**</p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)</p><p>💰 $75K–$115K base + discretionary bonus</p><p><br></p><p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing boutique wealth management firm is looking to add a <strong>Client Service Associate</strong> to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to <strong>grow long-term within a successful RIA</strong> and be part of a high-touch client service environment.</p><p><br></p><p><strong>What you’ll do:</strong></p><ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul><p><br></p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>