We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Up to $120k base</strong></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>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help improve processes to enhance the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).</li><li>Communicate with clients and custodians to resolve operational issues.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after 6 months.</li><li>Three weeks paid vacation + separate sick days.</li></ul>
<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>This position is part-time, Saturdays and Sundays, 3:30 pm to 12:00 am.</strong></p><p><br></p><p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will act as a key point of contact for patients, ensuring seamless navigation through healthcare services and delivering exceptional customer service. This is a long-term contract position where you will play a critical role in enhancing patient experiences and supporting operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison and advocate for patients, assisting them before, during, and after their medical encounters.</p><p>• Coordinate transportation for patients and visitors, including providing shuttle information and campus navigation support.</p><p>• Facilitate scheduling of medical appointments and care plans for both inpatient and outpatient services.</p><p>• Communicate patient concerns to relevant departments, ensuring timely resolution and accurate documentation.</p><p>• Provide comprehensive guidance to patients navigating the healthcare system, ensuring their needs are met efficiently.</p><p>• Uphold high standards of customer service in alignment with healthcare organization protocols and patient-centered care frameworks.</p><p>• Assist patients with accessing resources and services within the healthcare network.</p><p>• Maintain compliance with safety, ethical, and quality standards while addressing patient and guest needs.</p><p>• Participate in ongoing training and education to ensure adherence to organizational standards and improve service delivery.</p><p>• Collaborate with various departments to ensure smooth operations and enhance patient satisfaction.</p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this long-term contract role, you will serve as a vital liaison, ensuring patients and their families receive exceptional service throughout their healthcare journey. This position emphasizes patient-centered interactions, compliance with safety and quality standards, and effective communication to enhance the overall patient experience.</p><p><br></p><p><strong>This is a part-time position, Saturday and Sunday, 11:30 am to 8:00 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison, assisting patients before, during, and after their interactions with healthcare facilities.</p><p>• Facilitate scheduling of physician appointments and coordinate care for both inpatient and outpatient stays.</p><p>• Provide guidance on transportation options, including campus shuttles, to support guests visiting the hospital and clinics.</p><p>• Address patient and guest concerns by communicating with appropriate departments and maintaining necessary records.</p><p>• Execute service practices aligned with organizational standards to uphold an exceptional patient experience.</p><p>• Support compliance with safety, ethical, and quality requirements, including adherence to National Patient Safety Goals.</p><p>• Participate in ongoing education and training programs to maintain proficiency in healthcare navigation.</p><p>• Collaborate with teams to ensure respectful and effective interactions with patients and coworkers.</p><p>• Utilize organizational templates and tools to streamline patient communication and service delivery.</p><p>• Assist patients in navigating healthcare systems and resources to meet their specific needs.</p>
<p>We are looking for a dedicated and resourceful Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital link between patients and healthcare services, ensuring a seamless and positive experience for all. As a long-term contract position, this opportunity allows you to make a lasting impact while working in a dynamic and patient-centered environment.</p><p><br></p><p><strong>The shift for this role is Monday through Friday, 11:30 am to 8:00 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison and guide for patients, helping them navigate healthcare services before, during, and after their medical visits.</p><p>• Provide transportation information and assistance, including details about campus shuttle services for patients and visitors.</p><p>• Coordinate and schedule physician appointments and care plans for both inpatient and outpatient stays.</p><p>• Communicate patient and guest concerns to relevant departments and ensure proper facilitation and documentation.</p><p>• Uphold and promote high-quality service standards in alignment with patient-centered care principles.</p><p>• Assist patients in understanding and utilizing available resources within the healthcare system.</p><p>• Foster a respectful and detail-oriented environment by adhering to safety, ethical treatment, and cultural sensitivity protocols.</p><p>• Maintain compliance with safety programs, patient rights, and national healthcare standards.</p><p>• Participate in ongoing training and education to ensure excellence in service delivery.</p><p>• Support emergency management and teamwork initiatives within the healthcare facility.</p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital point of contact for patients, assisting them with navigating healthcare services and ensuring a seamless experience. This long-term contract position requires a strong commitment to delivering exceptional service and maintaining high standards of attention to detail.</p><p><br></p><p><strong>This is a part-time position, Saturday and Sunday from 11:30 am to 8 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison to support patients before, during, and after their interactions with medical facilities.</p><p>• Assist patients and guests with transportation information, including details about campus shuttles.</p><p>• Coordinate and schedule physician appointments and care for both inpatient and outpatient services.</p><p>• Facilitate communication between patients, guests, and departments to address concerns and ensure proper follow-up.</p><p>• Provide guidance to patients navigating the healthcare system, ensuring clarity and ease during their experience.</p><p>• Uphold safety and quality standards while maintaining sensitivity to cultural diversity and patient rights.</p><p>• Support compliance with National Patient Safety Goals and participate in ongoing education and training.</p><p>• Execute patient care practices aligned with organizational standards and frameworks.</p><p>• Maintain accurate records and summaries of patient interactions to ensure seamless communication.</p><p>• Promote teamwork and respect within all interactions to enhance the patient and guest experience.</p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. This long-term contract position involves assisting patients and guests with navigating healthcare services while delivering exceptional customer service. The role requires a focus on patient-centered care and adherence to high standards of communication and ethical practices.</p><p><br></p><p><strong>The shift for this position is Monday through Friday, 3:30 pm to 12:00 am.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison to ensure patients and guests receive support throughout their healthcare journey.</p><p>• Provide information regarding transportation options, including campus shuttles, to facilitate access to hospital and clinic services.</p><p>• Coordinate the scheduling of physician appointments for both inpatient and outpatient visits.</p><p>• Address and communicate patient and guest concerns to relevant departments, ensuring resolution and proper documentation.</p><p>• Offer guidance and practical solutions to navigate healthcare systems effectively.</p><p>• Maintain compliance with safety and quality standards, including adherence to National Patient Safety Goals.</p><p>• Demonstrate sensitivity to cultural diversity and uphold patient rights and ethical treatment.</p><p>• Participate in ongoing training and development programs to enhance service delivery.</p><p>• Promote teamwork and collaboration across departments.</p><p>• Uphold confidentiality and security standards in all interactions and processes.</p>
<p>We are looking for a dedicated Customer Navigator to join our team on a long-term contract basis in Palo Alto, California. In this role, you will act as a vital link between patients and healthcare services, ensuring seamless experiences and addressing individual needs. You will be instrumental in fostering positive interactions and providing exceptional non-clinical support to patients and their families.</p><p><br></p><p><strong>This role is part-time, Saturday and Sunday, 3:30 pm to 12:00 am</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for patients, addressing their needs and concerns throughout their healthcare journey.</p><p>• Facilitate the scheduling of appointments and manage care coordination for both inpatient and outpatient services.</p><p>• Provide detailed guidance and information about transportation options, including campus shuttles, to assist patients and guests.</p><p>• Communicate patient and guest feedback to the appropriate departments and ensure proper follow-up when necessary.</p><p>• Uphold high standards of service and patient care in alignment with organizational policies and goals.</p><p>• Support patients in navigating the healthcare system by offering practical advice and solutions tailored to their unique situations.</p><p>• Foster a respectful and collaborative environment by adhering to safety, quality, and ethical treatment standards.</p><p>• Maintain accurate records of interactions and ensure confidentiality is preserved at all times.</p><p>• Participate in ongoing training and education to stay informed about best practices and compliance requirements.</p><p>• Collaborate with colleagues across departments to ensure a consistent and positive patient experience.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Client Service Associate</strong> to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new/existing accounts.</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions.</li><li>Act as liaison between advisors, clients, and middle-office functions.</li><li>Schedule client meetings and manage calendars.</li><li>Support trading and portfolio rebalancing if licensed.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match.</li><li>Medical and dental coverage.</li><li>Flexible overtime pay option.</li><li>15 vacation days + 5 sick days + NYSE holidays.</li></ul>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul><p> </p>
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a skilled <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This role is primarily focused on back-office operations with some client interaction via email and phone. You’ll play a key part in delivering exceptional service, managing client requests, and collaborating with advisors to streamline processes and enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p><strong>Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role could be the perfect next step in your career.</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations)</li><li>Communicate with clients and custodians to resolve operational issues</li><li>Prepare reports and assist with quarterly client reporting</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion)</li><li>Support meeting preparation and contribute to process improvements</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage</li><li>401(k) match after 6 months</li><li>Three weeks paid vacation plus separate sick days</li></ul>
<p>Our organization is seeking a skilled Customer Support Specialist fluent in Cantonese to join our growing customer service team.</p><p>In this role, you will be the primary point of contact for Cantonese-speaking customers, delivering reliable support and ensuring their questions are answered promptly. You will use CRM and support platforms to track interactions, assist with troubleshooting, and work collaboratively to provide a connected customer experience.</p><p>Strong communication, empathy, and problem-solving skills are essential, as well as a commitment to supporting process improvements and team development.</p>
