50 results for Client Service Associate East Bay in Danville Ca
Client Service Associate/Trader<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate/Trader</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location:</strong> East Bay</p><p><strong>Comp: </strong>$115-$130k</p><p> </p><p>A Wealth Management Firm managing around 6 million in assets, located in the East Bay is looking for an experience Client Service Associate to join their team. This firm provides excellent opportunities for career advancement. If you're eager to make a difference, apply now and contribute to ongoing success!</p><p> </p><p>Job Duties:</p><ul><li>Prepare and maintain spreadsheets detailing potential and current client portfolios.</li><li>Execute client trades with precision and accuracy.</li><li>Rebalance client portfolios.</li><li>Generate and review detailed client's portfolio.</li><li>Handle client money movement requests in a timely manner.</li></ul><p><br></p>Client Service Associate<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Los Gatos, CA (on-site to start, then hybrid option)</p><p><strong>Comp</strong>: $60-90k base salary + bonus (DOE)</p><p> </p><p>We are partnering with a Wealth Management and Financial Planning firm located in Los Gatos. This firm is thriving with 500mAUM and this is just the beginning! If you are personable and looking to jump start your career helping high net-worth individuals, enjoy work-life balance, and aren't afraid to ask questions and learn, apply today!</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Assist Senior Client Service Associates with managing clients and answering inquiries in a timely manner.</li><li>Assist with banking procedures such as, account openings, wire transfers, and account maintenance. </li><li>Ensure client's documentation are kept up to date.</li><li>Communicate and build rapport with clients and offer client solutions when appropriate.</li></ul><p><br></p>Customer Service Representative<p>We are offering a contract for a Customer Access Assistant position in Newark, California. The role is primarily in the health care industry, where you will be the first point of contact for patients and providers, handling a multitude of communication channels. This role demands a high level of customer service, strong communication skills, and the ability to manage operations efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Handle high volumes of both inbound and outbound calls, ensuring swift and accurate responses</p><p>• Assist in the registration and cancellation of appointments for patients</p><p>• Accurately document calls and route them to the appropriate department when necessary</p><p>• Identify and escalate urgent customer needs or operational issues promptly</p><p>• Navigate medical records to ensure patient information is up-to-date and accurately entered in the correct location</p><p>• Adhere to all regulatory and compliance standards, delivering a high level of customer service</p><p>• Follow documented protocols and guidelines to maintain consistency and quality of service</p><p>• Use reference documents and online knowledgebase tools to provide accurate information regarding health care services</p><p>• Utilize the functionality of the telephone system as required</p><p>• Perform other duties as assigned within the department, maintaining a flexible and collaborative approach.</p>Associate Attorney<p>Robert Half is recruiting an Associate for the East Bay office (near BART / some telecommute) of its large regional law firm client. The ideal candidate will have 1-5+ years of experience in Education Law, Labor & Employment, or even Public Entity representation. This Associate would work alongside experienced labor & employment (L& E) practitioners defending claims and doing investigations at private and public sector workplaces and university campuses (incl. some Title IX work). Qualifications include strong research, excellent writing and oral advocacy skills, and preferably experience appearing in administrative hearings and doing on-site investigations. </p><p><br></p><p>This is a unique direct-hire, partnership-track opportunity to build an education law practice at a leading firm representing public school and community college district clientele. The target base salary is $115,000 - 175,000+/yr., DOE, plus bonuses ranging from $15,000 to $35,000+, depending on amount of hours billed. Comprehensive benefits (incl. 401k Plan w/ Firm march and profit-sharing contributions) are also part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>Trading Operations Associate - Wealth Management Firm<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Our client is a <strong>$1 billion AUM wealth management firm</strong> in the East Bay, dedicated to providing <strong>comprehensive financial planning and investment management services</strong> to high-net-worth clients. They foster <strong>career growth, value teamwork, and offer highly competitive benefits</strong> to their employees.</p><p><br></p><p>Responsibilities:</p><ul><li>Build and maintain spreadsheets tracking client portfolios</li><li>Generate portfolio analysis and performance reports</li><li>Rebalance client portfolios to align with target allocations</li><li>Execute trades with accuracy and efficiency</li><li>Prepare and conduct block trades</li><li>Perform account and position audits</li><li>Process money movement transactions for clients</li><li>Prepare and review client portfolio reports</li></ul><p>Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Customer Service Representative<p>Livermore client is in search of a contract to permanent customer service representative. </p><p><br></p><p>In this Customer Service role, you will be responsible for the following:</p><p><br></p><p>• Direct general customer service- for both end-users and distribution partners via phone and email.</p><p>• Respond to Sales inquiries, expectations, and delivery management.</p><p>• Prepare quotes in Epicor and submit them directly to the customer or as directed by sales.</p><p>• Process customer Purchase Orders in Epicor upon receipt from customer (email or customer web portal) or when forwarded from sales.</p><p>o Convert existing quotes in Epicor.</p><p>o Identify account based, or transaction based special instructions.</p><p>o Alert sales when customer need by dates or on the PO are not achievable prior to finalizing Sales Order.</p><p>o Audit Sales Order for accuracy – ship to address, need by dates, order price, customer part number, and quantity.</p><p>o Acknowledge directly to the customer that their purchase order has been processed and our commit/promise dates. If commit date is not yet available, confirm and update when it becomes available.</p><p>• Order Management- utilize Production Report, Epicor, and order status tools to:</p><p>o Monitor orders daily for on-time ship date or promised delivery. Raise any issues to the corresponding DSM.</p><p>o Communicate with DSM daily to understand priority and manage customer ship/need by dates.</p><p>• Daily interaction with other support departments, including Finance, Sales, Purchasing, Engineering and Product Management.</p><p>• Return Management Duties.</p><p>o Create and send out return documents to customers as needed.</p><p>o Track returns through the complete process and ensure credit memos are sent to customers.</p><p>• Awareness and adherence to all documented sales operations processes.</p><p>• Open corrective action cases in Epicor on every opportunity for process improvement.</p><p>• Performs other related duties as assigned by management.</p><p><br></p><p>Epicor, Microsoft Office, PowerBI and web-based portals.</p>ReceptionistWe are offering a permanent employment opportunity for a Receptionist in Palo Alto, California. This role is primarily focused on managing a multi-line phone system, providing excellent customer service, and carrying out data entry duties. It is an ideal position for someone with strong interpersonal skills and proficiency in Microsoft Office Suite.<br><br>Responsibilities:<br><br>• Operate a multi-line phone system effectively, ensuring all calls are attended to promptly and directed to the correct department or individual.<br>• Handle customer inquiries and complaints in a detail oriented manner, maintaining a high level of customer satisfaction.<br>• Carry out data entry tasks efficiently, ensuring all customer records are accurate and up to date.<br>• Manage email correspondence, responding to emails in a timely and detail oriented manner.<br>• Utilize Microsoft Excel, Outlook, and Word to complete tasks and manage customer records.<br>• Organize files and documents systematically, ensuring easy retrieval when needed.<br>• Schedule appointments accurately, avoiding double bookings and ensuring all parties are informed of changes in a timely manner.Customer Service RepresentativeWe are offering a short term contract employment opportunity for a Customer Service Representative in Elk Grove, California. As a vital member of our team, your role will involve interfacing with customers, processing orders, and ensuring the smooth running of our operations.<br><br>Responsibilities:<br><br>• Act as the primary liaison for our customers, providing exceptional service and addressing inquiries.<br>• Convert customer purchase orders into manufacturing production orders.<br>• Coordinate with various departments such as design, sales, pricing, and operations to implement new customer items.<br>• Maintain and manage customer inventory levels, identifying and addressing any potential obsolescence issues.<br>• Investigate and resolve order discrepancies, customer quality complaints, and overdue accounts receivable.<br>• Establish and manage correct order unitization, ensuring efficient operation.<br>• Provide comprehensive reports on orders, sales, and inventory to plant management, sales teams, and customers as required.<br>• Coordinate with internal and external vendors to ensure approved tooling artwork and CADs are provided to the manufacturing team.<br>• Monitor plant activities that could impact customer order fulfillment, communicating any potential issues to relevant parties.<br>• Participate in plant's non-price improvement initiatives, focusing on aged inventory, trailer utilization, and operational efficiencies.Customer Service Representative<p>We are seeking a Customer Service Representative in the Import & Distribution industry, based in South San Francisco, California. This role offers a contract to permanent employment opportunity, where you will be an integral part of our team, managing customer interactions, maintaining their records, and ensuring their orders are processed efficiently. </p><p><br></p><p>Responsibilities:</p><p>• Manage incoming phone calls, ensuring they are screened and forwarded appropriately</p><p>• Welcome guests including customers, vendors, and visitors with a detail oriented demeanor</p><p>• Efficiently handle customer orders received via phone or fax, ensuring they are processed correctly</p><p>• Respond to customer inquiries regarding product availability and delivery schedules</p><p>• Maintain up-to-date company sales catalogs for easy reference</p><p>• Ensure all invoices are double-checked, alphabetized, and filed systematically</p><p>• Handle additional tasks as required to ensure smooth operations</p><p>• Utilize your skills in Microsoft Word and Order Entry for efficient data management and customer service.</p>Customer Assistant<p><strong>Our client is specifically looking for candidates who have:</strong></p><p>· Six-months of customer service experience</p><p>· Healthcare experience preferred but not required</p><p>· High school diploma or GED equivalent Experience</p><p>· Type 40 words per minute (Will need to take a typing assessment)</p><p>· Excellent customer service skills</p><p>· Demonstrated knowledge of proper English grammar in speaking and writing</p><p>· Effectively listen to resolve patient's/customers inquiries</p><p>· Maintain respect and composure in stressful situations</p><p>· Navigate complex software tools and accurately input data</p><p>· Effectively document caller notes into the medical record</p><p>· Ability to adjust communication to fit the needs and level of understanding of the receiver</p><p>· Ability to apply business logic to resolve patient/customer issues while managing multiple priorities</p>Office Services AssociateWe are in search of an Office Services Associate to join our team in San Francisco, California. In this role, you will be responsible for handling various back-office services, including digital and physical mail, reprography, and litigation printing. The role is part of a wider team that supports hospitality, reception, and audio/visual services. This role offers a short-term contract employment opportunity.<br><br>Responsibilities:<br>• Handle customer inquiries and ensure accurate processing of credit applications.<br>• Maintain meticulous records of customer credit.<br>• Monitor customer accounts and take necessary action when required.<br>• Provide support in digital and physical mail services, litigation printing, and reprographics.<br>• Contribute to hospitality facilities, reception, and audio/visual services as needed.<br>• Prioritize workflow and ensure timely completion of all projects.<br>• Troubleshoot basic equipment problems and place service calls when necessary.<br>• Maintain logs for all office services and adhere to established procedures.<br>• Interact with clients in person, over the phone, or electronically.<br>• Ensure quality assurance on own and work of others.<br>• Load machines with necessary supplies such as paper and toner.Customer Service Representative<p>Brentwood client is in need of several customer service individuals for a grand opening- this is a one day event! Hours: 4pm-10pm</p><p><br></p><p>This role entails working as support staff at the grand opening celebration of a large well-known retailer’s new location – attendees of the event will be the staff and executives.</p><p><br></p><p>Duties will include:</p><p><br></p><p>• Assist with Station Service and handing out items to guests. Water bottles, merch…</p><p>• Teamwork: Collaborate effectively with other staff members to ensure a smooth flow of service and address any guest requests or concerns.</p><p>• Customer Service: Interact with guests in a courteous and friendly manner, aiding as needed, and ensuring their overall satisfaction.</p><p>• Flexibility to assist where needed!</p><p><br></p><p>You will be on your feet the entire time, please plan accordingly. If you are interested in helping with the event, apply today! </p>Customer Access Associate<p>We are searching for a Customer Access Associate in Newark, CA for our client, where you will handle a high volume of <strong>inbound and outbound calls, faxes, and other communications</strong> related to healthcare services. Their team is dedicated to delivering an exceptional <strong>patient and customer experience</strong> by efficiently coordinating services, accurately answering inquiries, and ensuring seamless access to healthcare. This is a great, long-term contract opportunity with the possibility of turning into a permanent position. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to high-volume inbound calls and referrals from patients, providers, and clinic staff.</li><li>Assist patients with registering, scheduling, and canceling appointments.</li><li>Accurately document and route calls to the appropriate department.</li><li>Identify urgent customer needs or operational issues and escalate them as necessary.</li><li>Navigate electronic medical records (EMR) and ensure patient information is correctly updated.</li><li>Adhere to regulatory and compliance standards.</li><li>Provide high-level customer service, following documented protocols and guidelines.</li><li>Maintain and exceed quality assurance standards.</li><li>Use reference materials and online tools to accurately communicate service information.</li><li>Operate the telephone system effectively.</li><li>Perform additional departmental duties as assigned.</li></ul><p><br></p>Customer Access Assistant<p>Are you ready to join a dynamic and fast-paced environment as a <strong>Customer Access Assistant</strong>? As a <strong>Customer Access Assistant</strong>, you’ll play a vital role in ensuring patients and healthcare providers receive exceptional support by managing a high volume of calls, inquiries, and referrals. This position is essential to providing outstanding customer service and navigating complex healthcare systems with precision and care.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Respond to a high volume of inbound and outbound telephone calls and referrals.</li><li>Assist patients with registering, scheduling, and canceling appointments.</li><li>Accurately document and route calls to the appropriate department.</li><li>Identify urgent customer needs or operational issues and escalate them appropriately.</li><li>Efficiently navigate electronic medical records to ensure patient information is current and entered accurately.</li><li>Meet all regulatory and compliance standards while delivering exceptional customer service.</li><li>Follow documented protocols and guidelines to ensure accuracy and consistency.</li><li>Consistently meet or exceed departmental quality assurance standards.</li><li>Utilize reference documents and online tools to clearly articulate accurate information about healthcare services.</li><li>Operate telephone system functionalities effectively as required.</li><li>Perform additional departmental duties as assigned.</li></ul><p><br></p>Lobby Receptionist<p>Robert Half is working with a large corporation looking for a Lobby Receptionist to support a return to office for several of their buildings. Client provides an exciting work culture accompanies with perks and benefits while on assignment. Your job will serve as the first point of contact for employees, clients, and visitors entering a large corporate office. This individual will play a vital role in creating a professional and welcoming environment, facilitating communication, and maintaining efficient front-desk operations. The role requires excellent interpersonal skills, attention to detail, and the ability to handle multiple tasks in a fast-paced professional setting.</p><p><br></p><p><strong>Key Responsibilities:Front Desk Operations:</strong></p><ul><li>Greet and direct visitors, vendors, and employees with a friendly and professional demeanor upon arrival in the corporate lobby.</li><li>Maintain a clean, neat, and organized reception area conducive to the company's professional image.</li></ul><p><strong>Administrative Support:</strong></p><ul><li>Answer, screen, and forward incoming calls using a multi-line phone system, ensuring prompt and accurate transfers to appropriate parties.</li><li>Manage and distribute mail and packages, including coordinating with delivery services as necessary.</li><li>Maintain visitor logs and issue temporary access badges as needed, ensuring compliance with company security procedures.</li><li>Schedule and coordinate reception desk coverage during breaks, lunches, or absences.</li></ul><p><strong>Client and Visitor Relations:</strong></p><ul><li>Assist visitors with wayfinding and provide accurate information about the company, its departments, and office locations.</li><li>Coordinate with security and facility management to ensure seamless visitor experiences.</li></ul><p><strong>Technology and System Use:</strong></p><ul><li>Use scheduling systems to manage conference rooms, meetings, and client appointments.</li><li>Monitor and report any technical or facility-related issues in the lobby area.</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>Receptionist<p>Our client is seeking a Receptionist for a short term role. If you have excellent communication skills, are highly organized, and enjoy delivering great customer service, we’d love to have you on our team!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors, clients, and employees in a courteous and professional manner.</li><li>Answer and direct phone calls, emails, and other inquiries to the appropriate departments.</li><li>Assist with scheduling meetings, appointments, and maintaining conference room calendars.</li><li>Monitor and manage front desk activities, including mail distribution, package handling, and office supply inventory.</li><li>Provide information about the company, its services, and policies to clients and guests.</li><li>Maintain a clean, organized, and orderly reception area.</li><li>Assist with administrative tasks, including data entry, filing, and document preparation, as needed.</li><li>Collaborate with other departments to ensure smooth daily operations.</li></ul><p><br></p>Collections Specialist<p>One of our clients is looking for a Collections specialist for a 3 months contract.</p><p><br></p><p>***Contact Ade Henderson via LinkedIn for immediate consideration***</p><p><br></p><ul><li>Monitor accounts to identify and resolve outstanding balances.</li><li>Contact customers via phone, email, or written correspondence to collect overdue payments.</li><li>Negotiate payment arrangements or settlements in compliance with company policies and applicable regulations.</li><li>Research and resolve disputes, billing errors, or discrepancies to facilitate payment resolution.</li><li>Document all collection activities, including contacts, agreements, and next steps, in the relevant systems.</li><li>Generate aging reports and analyze customer accounts for accuracy and discrepancies.</li><li>Collaborate with internal teams, such as customer service and billing, to resolve payment issues.</li><li>Recommend accounts for escalation, including those requiring legal action or write-offs.</li></ul><p><br></p>Front Desk Coordinator<p>We are seeking an organized, welcoming, and resourceful <strong>Front Desk Coordinator</strong> to join our team at a nonprofit organization. This onsite role plays a crucial part in creating a positive first impression by serving as the first point of contact for visitors, staff, and external stakeholders. The ideal candidate will also provide essential support to the <strong>Human Resources (HR)</strong> team, assisting with administrative tasks and fostering a collaborative, mission-driven work environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>Front Desk Management:</strong></p><ul><li>Serve as the primary point of contact for visitors, answering phones, welcoming guests, and directing inquiries to the appropriate department or individual.</li><li>Manage incoming and outgoing mail, packages, and deliveries in an organized and timely manner.</li><li>Maintain the appearance and organization of the front desk and reception area.</li><li>Maintain the visitor log, ensuring compliance with office policies and security protocols.</li><li>Provide exceptional customer service to all staff, visitors, and external stakeholders.</li></ul><p><strong>Administrative Support:</strong></p><ul><li>Support the HR team in scheduling interviews, onboarding new hires, and maintaining accurate employee files.</li><li>Assist with distributing internal communications, memos, and HR-related announcements.</li><li>Update and maintain office directories, organizational charts, and staff contact lists.</li><li>Help organize company events, meetings, and HR programs (e.g., training sessions or wellness days).</li><li>Create and manage basic reports, spreadsheets, and presentations as required.</li></ul><p><strong>Office Coordination:</strong></p><ul><li>Monitor and maintain office supplies inventory and submit orders when needed.</li><li>Serve as a liaison between vendors and the organization for facility-related issues (e.g., repairs or supplies).</li><li>Maintain and update filing systems for front-office operations and HR documentation.</li><li>Manage front desk email inbox and respond to inquiries promptly.</li></ul><p><br></p>Front Desk Coordinator<p><strong>Job Description: Front Desk Coordinator </strong></p><p>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.</p><p><strong>Key Responsibilities:</strong></p><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><p><br></p>Front Desk Coordinator<p>Robert Half's client in Hayward is seeking a Front Desk Coordinator.</p><p><br></p><p>This individual will manage our front desk daily and perform various administrative and clerical tasks. As a receptionist, you are our company's first point of contact, giving clients and staff directions.</p><p>Answering phones, taking messages, managing on-call schedules daily schedules, sorting and distributing mail. Need to deal with emergencies promptly and effectively while streamlining duties.</p><p>We are looking for an individual open to stepping in to help other team members and cross-train as needed in an ever-changing environment.</p><p><br></p><p>Responsibilities</p><p>• Greet and welcome guests and assist with all inquiries</p><p>• Maintain security by following procedures, monitoring logbooks, issuing visitor badges</p><p>• Notify personnel of visitor arrival</p><p>• Answer, screen, and forward incoming calls as necessary</p><p>• Maintain employee and department directories</p><p>• Receive, sort, and distribute daily mail</p><p>• Ship documents through FedEx</p><p>• Ensure the work area is tidy and presentable</p><p>• Order office and cafeteria supplies and maintain the copy machine and Pitney Bowes for repairs and staff needs.</p><p>• Intake new Job Leads, enter in the CRM system, manage sales support, and track and update data (daily)</p><p>• Create Job Announcements</p><p>• Update Daily and On-Call Schedules</p><p>• Review and approve invoices for accuracy and documentation</p><p>• Enter invoices into the accounting system</p><p>• Create purchase orders</p><p>• Track and secure approvals for invoices</p><p>• Support General Manager and Sales Manager with reports and audits</p><p>• Communicate with vendors about insurance updates, W9s, and Certified Payroll Reports</p><p>• Research and resolve invoice discrepancies</p><p><br></p><p>Qualifications</p><p>• High school diploma, with an associate or bachelor's degree preferred</p><p>• 3+ years of experience</p><p>• Communication, Grammar, and Written proficiencies</p><p>• Google Web Browser, Chat, Google Share Drives proficiencies</p><p>• Knowledge of accounting principles</p><p>• Proficiency in Adobe, Excel, and Word</p><p>• Knowledge of payment processing methods</p><p>• Awareness of relevant regulations</p>Front Desk Coordinator<p><strong>Job Description: Front Desk Coordinator </strong></p><p>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.</p><p><strong>Key Responsibilities:</strong></p><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><p><br></p>Commercial Collections Specialist<p>We are offering a contract to hire for a Commercial Collections Specialist role located in Pittsburg, California. As a Commercial Collections Specialist, your main role will be to manage customer relationships, ensure timely payments on account balances, and act as a link between customers and our team to facilitate payments and address issues causing payment delays.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Monitor, manage and maintain customer accounts assigned to you</p><p>• Conduct collection calls and send correspondence in a goal-driven collections department</p><p>• Build and sustain effective relationships with customers and cross-functional teams</p><p>• Reconcile complex customer accounts and carry out specialized billing as requested by customers</p><p>• Analyze customer concerns and provide prompt resolutions</p><p>• Handle customer service regarding collection issues, customer refund requests, account adjustments, and customer disputes</p><p>• Undertake collection activities including customer follow-up, resolving unpaid invoices, negotiating payment plans and settlements, and dispute resolution</p>Administrative/Customer Support<p>A nonprofit client is seeking a proactive and detail-oriented <strong>Administrative Support Professional</strong> to join their <strong>Legal Department</strong> on a <strong>contract basis</strong> for <strong>1-2 months</strong>. This is an <strong>onsite role</strong> where you will support the legal team by managing incoming calls, addressing inquiries related to immigration, and providing administrative assistance as needed.</p><p>The ideal candidate will be <strong>bilingual in Spanish and English</strong>, have excellent communication skills, and be comfortable working in a fast-paced environment providing support to individuals navigating sensitive immigration-related matters.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer and screen incoming calls to the legal department, providing basic information and responding to questions related to immigration services.</li><li>Route calls to the appropriate legal staff members and follow up with callers as needed to ensure excellent customer service.</li><li>Maintain accurate and organized records of calls, inquiries, and follow-ups.</li><li>Assist in managing schedules, appointments, and administrative tasks for the legal team.</li><li>Provide translation support (verbal and written) for Spanish-speaking clients to facilitate clear communication.</li><li>Ensure that sensitive information is handled with the highest level of confidentiality and professionalism.</li><li>Support the legal department with filing, data entry, and document organization.</li><li>Help improve office workflows by identifying ways to streamline administrative processes.</li></ul><p><br></p>Collections Specialist<p>Robert Half is partnering with a well-respected organization looking for their next Collections Analyst, managing the Accounts Receivable (AR) portfolio for wine industry fulfillment operations. In this role, you will team up with the Billing Specialist to ensure timely client payments, minimize delinquencies, and evaluate credit risk, all while fostering positive client relationships. Your work will directly influence financial stability and client satisfaction, as you collaborate with Client Success, Sales, and Management to refine AR processes and mitigate financial risks. We’re seeking candidates with expertise in fulfillment and logistics billing, preferably in the wine industry. Familiarity with Direct-to-Consumer (DTC) and Business-to-Business (B2B) shipping models, seasonal sales cycles, and compliance-based payment terms is highly desired.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Collections & Accounts Receivable Management</strong></p><ul><li>Oversee the AR portfolio to ensure timely collections for fulfillment services, storage fees, and shipping-related charges.</li><li>Partner with the Billing Specialist to reconcile shipping fees, compliance-related costs, and high-volume invoices.</li><li>Conduct collection calls and send follow-ups for overdue accounts.</li><li>Analyze delinquent accounts, proactively resolve payment issues, and escalate where necessary.</li><li>Engage with third-party collection agencies for escalated matters.</li><li>Educate clients on payment terms, billing policies, and available payment solutions.</li><li>Keep meticulous records of collection activities, disputes, and resolutions.</li></ul><p><strong>Credit Risk Assessment</strong></p><ul><li>Run and interpret credit reports for both new and existing clients, identifying risk exposure.</li><li>Collaborate with the Assistant Controller and Management to recommend client credit limits and terms based on financial data and payment history.</li><li>Monitor credit risks for active clients, flagging those potentially at risk for late payments.</li><li>Adjust credit and payment policies based on trends such as seasonal fluctuations and shifting order volumes.</li></ul><p><strong>Collaboration with Clients & Internal Teams</strong></p><ul><li>Act as a key point of contact for Client Success by resolving billing inquiries and disputes.</li><li>Ensure invoicing accuracy and support Billing Specialist processes for payment application and account adjustments.</li><li>Regularly review AR reports to highlight and address high-risk accounts.</li><li>Provide Sales and Management with insights into client payment trends and credit reliability.</li></ul><p><strong>Reporting & Financial Planning</strong></p><ul><li>Prepare AR aging summaries and cash flow reports to highlight collections performance.</li><li>Recommend strategies to enhance payment timeliness and reduce outstanding balances.</li><li>Maintain comprehensive documentation on client payment behavior, disputes, and credit evaluations.</li></ul><p><strong>Systems & Tools</strong></p><ul><li>Utilize ERP system to manage invoicing, AR tracking, and reconciliations for wine fulfillment operations.</li><li>Leverage Excel for detailed analysis of AR trends and client payment data.</li><li>Conduct collections and credit discussions using tools like Zoom and Teams.</li></ul>Front Desk Coordinator<p>High end CPA firm in Walnut Creek is looking for a Front Desk Administrative Assistant. In this Front Desk Administrative Assistant, the primary duties will include:</p><p><br></p><p>Answering phones, assembly of tax returns, calendaring, scheduling and confirming appointments, mailing tax returns, and scanning documents. Must have the ability to work overtime including Sundays. The ideal person will thrive in a fast paced environment where customer service is the number one priority.</p><p><br></p><p>CPA industry experience is a plus.</p><p><br></p><p>If you are interested in this temporary front desk administrative assistant role during tax season, submit your resume today! </p>