41 results for Client Service Associate East Bay in Danville, CA

Senior Client Service Associate **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service AssociateEmployment Type: Full-TimeLocation: Walnut Creek; 5 days on siteSalary: $80-120k + bonus A well-established Wealth Management (RIA) firm is seeking a full-time experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential clients. Join a dynamic, collaborative team that values teamwork and client success! Responsibilities:<ul><li>Working closely with financial advisors to facilitate a smooth onboarding process for new clients.</li><li>Coordinating and managing client and prospect meetings, including scheduling, preparation, and follow-up.</li><li>Maintaining and updating CRM systems to ensure accurate client and prospect records.</li><li>Attending client meetings under the guidance and supervision of a financial advisor.</li><li>Handling client service tasks such as collecting financial planning information, managing account setup and maintenance, and addressing inquiries.</li><li>Engaging and contributing to team meetings and discussions.</li></ul>

Senior Client Service Associate *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.Responsibilities: <ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Client Service Associate - San Ramon **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Our client is a well-established fiduciary investment advisory firm dedicated to providing personalized retirement planning and investment management services. With a focus on long-term strategies, they tailor financial solutions to meet each client’s unique needs while maintaining a strong commitment to acting in their best interests. Over the years, the firm has built lasting relationships through a client-first approach and continues to grow its presence in the industry. We are looking for a Client Services Representative to join their well-established RIA firm. Key Responsibilities:<ul><li>Prepare reports, memos, and correspondence using Word and Excel.</li><li>Track and manage client communications within the Client Relationship Management (CRM) system.</li><li>Review and prioritize incoming emails, voicemails, and correspondence to ensure timely responses.</li><li>Organize and maintain records, reports, and documents in the firm’s electronic document management system (Laserfiche).</li><li>Communicate directly with clients regarding account requests, document preparation, and information gathering.</li><li>Coordinate with custodians to process account forms, transfers, deposits, and withdrawals.</li><li>Ensure timely completion of client paperwork while adhering to deadlines and compliance requirements.</li><li>Assist with client meeting preparation and follow-up.</li><li>Maintain up-to-date client records and information within internal systems.</li><li>Provide general administrative and operational support to the team and a Partner.</li></ul>

Accounts Payable Specialist Robert Half is hiring for an Accounts Payable Specialist to join our client in the East Bay. This opportunity offers you experience in multiple industries using a variety of software. Are you interested in career-building, a challenge and hands-on projects? For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Sadaf Ahmadi) and email your resume directly Accounts Payable Specialist Job Duties: <ul><li>Review all invoices for appropriate documentation and approval prior to payment</li><li>Process two and 3 way match</li><li>Prioritize invoices according to discounts and payment terms</li><li>Process expense reports and maintain vendor accounts</li><li>Reconcile vendor statements, research and correct discrepancies</li><li>Respond to vendor inquiries</li><li>Audit and process credit card bills</li><li>Match invoices to checks, obtain all signatures for checks </li><li>1099 maintenance</li><li>Assist in month end closing</li><li>Perform special projects as needed</li></ul>

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate in San Francisco, California. The selected candidate will be a key member of our team, providing front-of-house reception support and back-office services. This role involves a variety of tasks including litigation printing, reprographics, copy and mail services, and support for services in hospitality facilities, audio/visual, and other service lines as needed. Responsibilities: • Accurately process and maintain customer credit applications and records. • Handle and resolve customer inquiries promptly and professionally. • Monitor customer accounts and take appropriate action as necessary. • Ensure all office services work is logged appropriately. • Perform office services tasks, primarily reprographics, mail, and intake functions following established procedures. • Communicate with supervisors or clients on job or deadline issues. • Prioritize workflow and ensure all work is accepted, completed, and delivered within contracted deadlines. • Troubleshoot basic equipment problems and place service calls when needed. • Interact with clients in person, over the phone, or electronically, providing exceptional customer service. • Adhere to company policies in addition to client site policies. • Use equipment and supplies in a cost-efficient manner. • Perform quality assurance on own work and work of others.

Office Services Associate We are offering a short-term contract employment opportunity for an Office Services Associate in San Francisco, CA. This role operates within the industry, focusing on a variety of office services functions. The position involves client interaction, as the workplace is a location where clients visit frequently. Responsibilities:• Handle copy, print, and scan jobs, ensuring efficient and accurate completion • Crosstrain in various areas to diversify skillset and enhance service provision • Maintain a client-facing role, ensuring detail oriented and courteous interaction with customers • Collaborate with a small team to ensure smooth operations at the site • Report to the supervisor, maintaining open and detail-oriented communication • Utilize digital and paper-based systems for reprographic and mail services • Support in hosting events, ensuring detail-oriented presentation and organization • Adhere to and implement back-office procedures to maintain client satisfaction • Handle sensitive and confidential documents and information with care and discretion • Solve problems independently, escalating to a supervisory level when necessary • Work well in a fast-paced environment, managing time effectively to meet deadlines • Maintain a positive, can-do attitude, contributing to a harmonious team environment.

Customer Service: Administrative Associate We are in the search for a Customer Service Administrative Assistant to a food industry manufacturing team located in San Leandro, California. In this role, you will assist with customer inquiries, maintain customer records, and assist with data entry and general administrative support. This contract is a fully onsite position, Monday-Friday 8AM-5PM. Duration is likely 3-6months.Pay is $25 an hourThe ideal candidate will assist with various administrative tasks, including:<ul><li>Managing incoming communications (phone calls, emails, etc.)</li><li>Organizing and maintaining files and records- Primarily in MS Excel and Oracle</li><li>Data entry and database management</li><li>Assisting with project coordination and reporting</li><li>Providing general office support to our Customer Service Representatives as needed </li></ul> Responsibilities: • Handle and resolve customer inquiries effectively• Monitor customer accounts and execute appropriate actions when necessary• Use your computer skills to manage computer-related issues and create Excel reports• Display excellent time management and rapidly switch between tasks amidst shifting priorities• Engage and listen attentively to our partners, making them feel comfortable and addressing their needs• Commit to delivering on your promises to customers and team members, always finding alternative paths to exceed expectations• Show a high level of reliability, commitment, and attendance• Make work enjoyable by adding a fun element to your daily tasks.

Office Services Associate We are offering a long term contract employment opportunity for an Office Services Associate. This role is primarily focused on providing back-office services in a dynamic environment. Responsibilities: • Efficiently process and manage reprographics copy and mail services in both physical and digital settings • Provide support for services in hospitality facilities, audio/visual reception, and other service lines as required • Uphold detail-oriented communication via phone and email, adhering to established etiquette standards • Maintain accurate logs for all office services work and ensure job tickets are appropriately filled out prior to beginning work • Prioritize workflow and execute tasks in accordance with established procedures • Troubleshoot basic equipment problems and place service calls when necessary • Interact with clients in person, over the phone, or electronically, delivering exceptional customer service • Handle sensitive and/or confidential documents and information with discretion • Contribute to a team environment, interacting effectively with diverse backgrounds • Adhere to policies and procedures, making independent decisions that align with business needs and policy • Ensure the quality assurance of own and others' work, meeting deadlines and delivering all work in a timely manner.

Call Center Specialist We are in search of a Call Center Specialist to join our team in the Government sector, based in Oakland, California. As a Call Center Specialist, you will be tasked with a variety of clerical and data entry duties, as well as front desk reception tasks. This is a 60 day contract employment opportunity. 100% onsite in downtown Oakland, CA. Work hours are Monday-Friday, 9AM to 6PM. Responsibilities: • Handle front desk reception duties including mail delivery and retrieval• Execute a high volume of data entry tasks• Organize and fulfil copy and print requests• Assist with food order arrangements• Provide clerical support as needed• Manage office recovery and clean-up post meetings.

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate. In this role, you will be responsible for a variety of office duties including hospitality, reception, and repro mail. You will also be expected to provide excellent customer service, maintain accurate records, and handle office equipment effectively. Responsibilities: • Manage reception duties such as answering phone calls and interacting with customers • Oversee office services including copy, print, scan, and binding repro • Handle food setup in conference rooms and kitchen, ensuring cleanliness and order • Ensure that dirty dishes are placed in the dishwasher at the end of the day and are taken out the next morning • Manage postage on mail, coordinating delivery and pickup with FedEx • Travel for assistance when required • Maintain a detail-oriented demeanor under pressure and exhibit a proactive approach in interactions • Ensure customer-oriented service and presentability during interactions • Ensure the office environment is kept organized and efficient • Maintain accurate logs and records of office activities and customer interactions.

Member Services Representative We are offering a long-term contract employment opportunity for a Member Services Representative in Sunnyvale, California. This role is situated within the financial industry and will not be remote. In this position, you will be required to handle cash and provide services akin to those provided by establishments like Starbucks. Responsibilities: • Accurately process member transactions such as deposits, withdrawals, account transfers, loan payments, cash advances, and more. • Actively cross-sell Credit Union products and services to meet member’s needs. • Maintain, safeguard, and balance cash drawer and all negotiable instruments. • Respond to basic member inquiries regarding Credit Union products, services, policies, procedures, and general financial institution processes. • Prepare the branch for daily opening and closing procedures. • Handle stop payment requests, completion of CTRs, member password updates, statement copy requests, cross-member transfer requests, and wire requests. • Process daily night depository items. • Assist other branches and departments as needed. • Manage sub-account openings, IRA contributions, address change requests, check order requests, account closures, and issuance of Cashier Checks. • Maintain a strong service culture by providing excellent internal and member service. • Adapt to a fast-paced environment while handling multiple tasks and competing priorities. • Demonstrate proficiency with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.

Senior Associate - Due Diligence **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior AssociateEmployment Type: Full-TimeLocation: San Francisco (FiDi); Hybrid 3-4x in officeSalary: $110-120k base + Bonus Our client, a leading advisory firm specializing in due diligence for mergers and acquisitions, is seeking a Senior Associate to join their dynamic team. This is an exciting opportunity for a finance professional who thrives in a fast-paced environment, enjoys analyzing complex transactions, and wants to play a critical role in high-profile M& A deals. As a Senior Associate, you will work closely with corporate and private equity clients, conducting in-depth financial due diligence, assessing risks and opportunities, and providing strategic insights to support investment decisions. You’ll gain hands-on experience in deal execution while collaborating with a team of seasoned M& A professionals. Responsibilities:<ul><li>Conduct financial due diligence on potential acquisitions, identifying key financial trends, risks, and value drivers.</li><li>Analyze financial statements, operational data, and industry benchmarks to assess business performance and deal viability.</li><li>Prepare detailed reports and presentations summarizing findings and recommendations for clients.</li><li>Collaborate with clients, senior leadership, and cross-functional teams to provide strategic financial insights.</li><li>Support deal structuring, working closely with investment teams and other stakeholders.</li><li>Stay up to date with market trends and industry developments to provide data-driven recommendations.</li></ul>

Bilingual Receptionist Bilingual Receptionist with fluency in required languages, English and Spanish or Cantonese to join our client’s team. This is a fantastic opportunity to play a vital role in creating a welcoming environment while showcasing your language and administrative expertise. Key Responsibilities:<ul><li>Professionally greet and assist visitors, clients, and employees, ensuring a positive first impression.</li><li>Handle and direct incoming phone calls, emails, and other inquiries in multiple languages with efficiency and accuracy.</li><li>Maintain a neat and organized front desk and reception area.</li><li>Schedule appointments, manage calendars, and ensure timely communication with stakeholders.</li><li>Provide accurate information about company products, services, or policies to customers in both languages.</li><li>Assist with administrative tasks, including data entry, filing, and record-keeping, to support various departments.</li><li>Coordinate mail distribution and courier services as needed.</li></ul>

Temporary Dental Front Desk Robert Half has an immediate need for a Front Desk Administrator for a dentist's office in San Carlos. Our client is a small, friendly, and patient-focused dental practice committed to providing high-quality dental care in a welcoming and comfortable environment. Their team is looking for a customer focused Front Desk Receptionist to be the first point of contact for our patients and ensure smooth operations at the front office. Please find the duties below and if interested, apply now. Our client is looking for immediate support. Do not wait, apply now! Responsibilities: <ul><li>Greet patients warmly, manage appointment scheduling, and handle phone inquiries with professionalism and care</li><li>Provide exceptional customer service and create a welcoming atmosphere for patients</li><li>Manage patient records, handle billing and insurance processing, and ensure smooth office operations</li></ul>

Office Clerk We are looking for a motivated and detail-oriented Office Clerk to join our client’s team. The ideal candidate will support daily office operations and assist in maintaining an organized and efficient workplace. Key Responsibilities:<ul><li>Perform accurate data entry and maintain all records and files properly.</li><li>Handle incoming and outgoing communications, such as emails and phone calls.</li><li>Organize and manage documents, both physical and digital, for easy access.</li><li>Assist with scheduling, meeting preparation, and event coordination.</li><li>Prepare routine reports, letters, and other required documentation.</li><li>Provide outstanding customer service as a point of contact for inquiries.</li><li>Collaborate with colleagues to ensure efficient workflow and address any administrative issues that arise.</li></ul>

Customer Care Representative Robert Half's Homebuilder client in Dublin, CA is in need of a Customer Care Representative for their new development that is coming soon! ESSENTIAL DUTIES AND RESPONSIBILITIES: 1. Pre-walk homesites to provide punchlist for construction to delivery of home to customer; provide quality control of finished product.2. Conduct homeowner walk-throughs, acquainting homeowner with operation of appliances, heating/cooling systems, maintenance of home, etc.3. Coordinate with the Construction Department staff and contractors in the completion of walk-through repairs within five (5) days.4. Schedule and supervise subcontractor repairs in homes after delivery to homeowner.5. Schedule inspections with homeowners, assess routine warranty claims and follow through to completion all service requests within seven (7) days.6. Provide accurate and timely information to Customer Care Manager on progress and scopes of work.7. Maintain positive homeowner relations, provide homeowner with knowledgeable, timely and professional service.8. Evaluate subcontractor and product performance. Provide on going information to Customer Service Manager as it relates to quality of workmanship and materials.9. Participate in emergency on call rotation service schedule.10. Work with Customer Service Manager on special projects as needed.11. Participate and attend department meetings.12. Keep accurate service request logs and documentation of all work performed. Homebuilder/Construction experience is a plus, but not required. If you are interested in this opportunity, submit your resume today!

Customer Care Representative We are offering a long-term temporary opportunity for a Customer Care Representative within the construction industry in Mountain House, California. This role involves managing customer relations, coordinating with construction staff, and overseeing the completion of tasks related to new home developments. Responsibilities: • Supervise the repair tasks performed by subcontractors post handover of the homes to homeowners.• Conduct thorough checks of homes, creating a detailed list of tasks for construction prior to delivering the home to the customer.• Manage the operation of walk-through repairs in coordination with construction staff and contractors, ensuring completion within a stipulated timeframe.• Schedule home inspections with homeowners, evaluate routine warranty claims and ensure all service requests are completed within a given period.• Provide timely and accurate updates to the Customer Care Manager regarding progress and scopes of work.• Maintain a positive relationship with homeowners by providing detail oriented, timely, and services.• Evaluate the performance of subcontractors and the quality of materials used, updating the Customer Service Manager accordingly.• Participate in the emergency on-call rotation service schedule.• Work cooperatively with the Customer Service Manager on special projects as needed.• Attend and participate in department meetings regularly.• Maintain meticulous service request logs and documentation of all work performed. Please call 209.279.5269 for immediate consideration

Collections Specialist (AR) Position Overview:The Collections Specialist will be responsible for managing customer accounts, overseeing accounts receivable activity, and ensuring timely collection of outstanding invoices. The ideal candidate will possess strong communication, negotiation, and problem-solving skills, with an in-depth understanding of collections processes, systems, and best practices. Key Responsibilities:<ul><li>Monitor and manage accounts receivable to ensure timely payment of outstanding invoices</li><li>Conduct a high volume of outbound calls and send email correspondence to customers to resolve overdue accounts and collect payments</li><li>Investigate and resolve billing discrepancies in collaboration with customers and internal departments.</li><li>Prepare, analyze, and deliver detailed aging reports and summaries to management on account statuses</li><li>Maintain accurate and detailed records of all collection communications in the company's financial systems</li><li>Negotiate and establish payment plans, as necessary, to facilitate collections and reduce delinquencies.</li><li>Respond promptly to customer inquiries and concerns regarding account balances and billing issues.</li><li>Collaborate with teams such as sales, customer service, and accounting to address disputes and improve the collection process.</li><li>Support month-end and quarter-end activities, ensuring all receivables are reconciled correctly.</li><li>Recommend accounts for write-offs and coordinate with management on recovery efforts where applicable.</li><li>Maintain a high degree of professionalism, ethical communication and confidentiality both internally and with customers</li></ul>

Office Clerk We are currently seeking an Office Manager who is motivated, detail-oriented, and skilled in managing day-to-day office operations. This individual will play an integral role in ensuring office efficiency and supporting both staff and clients in a busy, mission-driven environment. <ul><li>Oversee daily office operations, including managing schedules, space, and resources to maintain a productive work environment.</li><li>Supervise and support front office staff, ensuring they provide excellent support and maintain professionalism in client interactions.</li><li>Order, maintain, and track office supplies and inventory, ensuring cost efficiency and availability.</li><li>Serve as the main point of contact for external vendors, contractors, and service providers, coordinating agreements and addressing issues as needed.</li><li>Ensure proper maintenance of office equipment (e.g., copiers, phones, computers) and troubleshoot issues or coordinate repairs.</li><li>Prepare and distribute internal communications to enhance organizational alignment across teams.</li><li>Assist leadership with scheduling, meeting coordination, and follow-up on key projects.</li><li>Maintain and organize office records, including client data (where applicable), vendor contracts, and compliance documentation.</li><li>Oversee general office upkeep and cleanliness to ensure a welcoming and professional environment for staff, clients, and visitors.</li><li>Contribute to process improvements and implement best practices to improve office efficiency.</li></ul>

Front Desk/Receptionist - Recent Grad Encouraged to Apply Job Description: Front Desk Coordinator We are seeking a friendly, organized, and professional Front Desk Coordinator with 1-3 years of experience to be the first point of contact for our office. In this role, you will manage front desk operations, provide exceptional customer service, and ensure a welcoming environment for visitors and staff. You will also support administrative tasks to help streamline office efficiency.Key Responsibilities:<ul><li>Greet and assist visitors, clients, and staff with professionalism and a positive attitude.</li><li>Answer and direct phone calls, emails, and inquiries to the appropriate departments.</li><li>Maintain the reception area, ensuring it is clean, organized, and stocked with supplies.</li><li>Coordinate appointments, meeting room schedules, and other office activities.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Provide administrative support, including data entry, filing, and other clerical duties as assigned.</li><li>Serve as a resource for general office information and assist with employee requests when needed.</li></ul>

Front Desk/Receptionist - Recent Grad Encouraged to Apply Job Description: Front Desk Coordinator We are seeking a friendly, organized, and professional Front Desk Coordinator with 1-3 years of experience to be the first point of contact for our office. In this role, you will manage front desk operations, provide exceptional customer service, and ensure a welcoming environment for visitors and staff. You will also support administrative tasks to help streamline office efficiency.Key Responsibilities:<ul><li>Greet and assist visitors, clients, and staff with professionalism and a positive attitude.</li><li>Answer and direct phone calls, emails, and inquiries to the appropriate departments.</li><li>Maintain the reception area, ensuring it is clean, organized, and stocked with supplies.</li><li>Coordinate appointments, meeting room schedules, and other office activities.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Provide administrative support, including data entry, filing, and other clerical duties as assigned.</li><li>Serve as a resource for general office information and assist with employee requests when needed.</li></ul>

Receptionist We are seeking a Receptionist for our location in SAN JOSE, California. As a Receptionist, you will be the first point of contact for our company, providing administrative support across the organization. You will manage the flow of people through the business and ensure that all receptionist responsibilities are completed accurately, delivered with high quality, and in a timely manner. Responsibilities: • Answer, screen, and forward incoming phone calls while providing basic information when needed • Perform other clerical receptionist duties such as filing, photocopying, and faxing • Manage social media postings on platforms such as Facebook • Maintain a detail-oriented and positive demeanor at all times, promoting a friendly and approachable workspace • Show initiative and the ability to see the bigger picture in all tasks undertaken • Utilize Microsoft Outlook and basic office skills to organize and schedule appointments • Take detailed messages and ensure they are directed to the appropriate personnel • Demonstrates strong attention to detail in all tasks, ensuring accuracy and efficiency • Continually eager to learn and retains information quickly and effectively • Offers a contract to permanent employment opportunity.

Front Desk Receptionist: Administrative Assistant We are looking for a Front Desk Receptionist with Administrative Assistant and Data Entry experience to support our client located in Fremont, California. In this administrative assistance and data entry role, you will aid a commercial real estate company in a professional setting. This position is located onsite with front desk responsibilities with a schedule of Monday - Friday from 8AM to 5PM. This position is likely to last 4-8 weeks or more. Experience with Microsoft, Word, Outlook, Excel and general data entry are required. Responsibilities: • Act as the first point of contact for all incoming calls, guests and clients• Ensure that the office is well-maintained, organized, and secure• Manage routine office tasks, including filing, generating reports, and setting up meetings• Process and maintain accurate records• Conduct data entry tasks with precision and efficiency• Utilize MS Office and MS Office 365 to handle administrative tasks• Communicate effectively with customers and the team• Resolve customer inquiries in a professional and timely manner• Assist with project management and other ad hoc duties as assigned.

Collections Specialist We are looking for a motivated and results-driven Collections Specialist to join our client in Walnut Creek, CA. The ideal candidate will possess strong communication and negotiation skills, with a background in consumer collections. This role focuses on managing and collecting outstanding consumer accounts to ensure timely payments and maintain positive customer relationships. Key Responsibilities: Manage Accounts: Monitor and manage a portfolio of overdue consumer accounts.Customer Communication: Contact customers via phone, email, and mail to discuss overdue payments and negotiate payment plans.Payment Processing: Accurately process incoming payments and update customer accounts.Record Maintenance: Keep detailed records of all communications and transactions with customers.Compliance: Ensure all collection activities comply with relevant laws, regulations, and company policies. Issue Resolution: Address and resolve customer inquiries and disputes in a detail oriented manner.Reporting: Prepare regular reports on collection activities and account status.

Front Desk Coordinator We are seeking a Front Desk Coordinator to join our team in San Jose, California. This role involves managing reception duties in a detail-oriented and welcoming manner, maintaining cleanliness in common areas, handling office equipment, and managing visitor requests and incoming mail. It also requires maintaining an efficient filing system and restocking office supplies as needed. This role offers a short term contract employment opportunity. Responsibilities • Greet and assist visitors, ensuring a warm and friendly atmosphere • Handle incoming phone calls, providing polite and prompt responses • Continually keep the reception area and all common spaces neat and well-organized • Operate office equipment such as fax machines, copiers, and computers regularly • Manage accurate and detailed records of visitor requests and received calls • Accept and sort deliveries, distribute incoming mail in a timely manner • Monitor office supplies, restocking as necessary to maintain adequate inventory • Maintain an efficient and organized office filing system, ensuring easy access to documents.