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31 results for Client Service Representative in Danville, CA

Customer Service Representative
  • Burlingame, CA
  • onsite
  • Temporary
  • 22.00 - 23.00 USD / Hourly
  • <p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. We are looking to fill multiple roles with candidates that have previous retail experience, volunteer experience, or worked on a team in a work, extracurricular, or recreational capacity. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP!!!</p><p> </p><p><strong>Shift Schedule (Must have open availability):</strong> Looking for candidates who are openly available <em><u>Monday through Sunday from 9AM – 7PM</u></em></p><p><strong> </strong></p><p><strong>Duration:</strong> ASAP - Mid June</p><p><strong> </strong></p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong> </strong></p><p><strong>Pay:</strong> $22.00 - $23.00 </p><p><br></p><p><strong><u>Sales Associate </u></strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul><p><br></p><p><strong>Referral bonus available!</strong> If you know anyone who may be a great match for this role, we are offering a referral bonus of $150.00. This will process once your referral works a minimum of 40 hours.</p>
  • 2025-11-19T22:29:06Z
Customer Service Representative
  • Tracy, CA
  • onsite
  • Temporary
  • 20.00 - 22.00 USD / Hourly
  • 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.
  • 2025-11-19T18:23:41Z
Patient Service Representative
  • Berkeley, CA
  • onsite
  • Temporary
  • 23.75 - 27.50 USD / Hourly
  • <p>We are looking for a dedicated Patient Service Representative/MA to join our team in Berkeley, California. This contract position offers an opportunity to provide exceptional clinical and administrative support in a Pediatric and Maternal-Fetal Medicine clinic. The role involves facilitating smooth patient experiences and workflows while ensuring high standards of care and professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate patient rooming and flow, including preparation before visits, assistance during consultations, and follow-up tasks after appointments.</p><p>• Escort patients to examination rooms promptly within five minutes of scheduled appointment or registration time, adhering to established rooming protocols.</p><p>• Assist clinicians during patient visits as needed, contributing to a collaborative and efficient team environment.</p><p>• Utilize lean techniques to optimize patient workflows and enhance clinic operations.</p><p>• Handle patient check-in and check-out processes, ensuring accurate data entry and payment processing in real time.</p><p>• Update patient demographics and manage authorizations required prior to appointments.</p><p>• Resolve billing issues, troubleshoot claims, and address discrepancies to ensure smooth administrative processes.</p><p>• Respond to patient inquiries regarding registration, scheduling, billing concerns, and other general questions.</p><p>• Provide support for My Kids Chart, assisting patients with access and functionality.</p><p>• Maintain professionalism and uphold the clinic’s vision and values, especially in challenging situations.</p><p><br></p><p>If you are interested in this role apply today and call us at (510) 470-7450</p>
  • 2025-11-17T22:44:14Z
Customer Experience Specialist
  • Dublin, CA
  • onsite
  • Contract / Temporary to Hire
  • 24.00 - 25.00 USD / Hourly
  • <p>Robert Half's retail client is looking for a contract-to-permanent onsite customer service / sales representative. This position requires weekends to be worked!</p><p><br></p><p>In this customer service / sales position, you will be responsible for the following:</p><p><br></p><p>Establish strong rapport and provide ongoing support to each member of the showroom</p><p>sales team.</p><p>Follow and maintain documentation of all sales leads as outlined in company</p><p>procedures. Salespersons are expected to designate working hours to lead generating</p><p>activities.</p><p>Document all pre- and post- completion follow-up with each client in Evosus software to</p><p>receive a full commission. Salespersons are expected to designate working hours to</p><p>follow-up activities.</p><p>Provide superior, attentive customer service to every individual client in person, via</p><p>phone or email. Salespersons are expected to designate showroom time to</p><p>“live” selling and closing presentations.</p><p>Attend periodic sales meetings and trainings as assigned. Salespersons are expected</p><p>to allocate working hours to sales reporting, self-study and training.</p><p>Maintain showroom appearance and operations.</p><p>Opening/Closing Checklist if there is no designated Showroom Assistant.</p><p>Provide daily administrative support to counter staff and attend to the P.O.S. retail desk</p><p>as needed.</p><p>Maintain strong workflow communications with delivery and service staff.</p><p><br></p><p>If you are interested in this customer service role, submit your resume today!</p>
  • 2025-11-19T17:11:09Z
100% Remote - Client Service Associate
  • San Francisco, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (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 are looking for a proactive and detail-oriented Client Service Associate to provide administrative and relationship management support to both clients and the advisory team. This role is essential for ensuring smooth operations and delivering exceptional client service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle client service tasks, including calls, documentation, and wire transfers.</li><li>Prepare and transmit transaction documents; coordinate with custodians to ensure accuracy.</li><li>Act as liaison between advisors, clients, and middle-office functions such as trading, portfolio management, and billing.</li><li>Schedule meetings, manage calendars, and assist with travel arrangements.</li><li>Prioritize multiple requests and resolve issues efficiently.</li><li>If licensed, support trading activities including order entry and portfolio rebalancing.</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive salary with profit sharing and 401(k) match.</li><li>Medical and dental coverage.</li><li>Paid vacation, sick days, and NYSE holidays.</li><li>Opportunities for growth and flexible overtime pay.</li></ul>
  • 2025-11-05T23:59:17Z
Client Service Specialist - Prestigious WM Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 80000.00 - 90000.00 USD / Yearly
  • <p><strong>Client Service Specialist</strong></p><p>A growing wealth management firm is seeking an experienced <strong>Client Service Specialist</strong> to join our team. This role is primarily back-office and administrative, with some client interaction via email and phone. You’ll support approximately 200 client relationships and collaborate across departments to ensure exceptional service.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage client requests such as account openings, transfers, ACH processing, and document execution.</li><li>Communicate with clients and custodians to resolve operational inquiries.</li><li>Prepare reports and assist with meeting materials using CRM and portfolio management systems.</li><li>Contribute to quarterly reporting and help improve client service processes.</li><li>Maintain accurate client data and ensure compliance with firm procedures.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive salary and benefits (medical, dental, vision).</li><li>401(k) with matching after 6 months.</li><li>Generous PTO: 3 weeks vacation plus separate sick days.</li><li>Collaborative team environment with opportunities to improve processes and client experience.</li></ul><p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-11-18T02:29:12Z
Sr. Client Service Associate - Emerging Family Office
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 115000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Client Associate – Multi-Family Office</strong></p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a highly respected multi-family office dedicated to serving ultra-high-net-worth clients with a full spectrum of wealth management services. From investment management and retirement planning to bespoke family office solutions, this firm combines deep expertise with a collaborative, innovative culture. If you thrive in a client-focused environment and enjoy solving complex challenges, this is an exceptional opportunity to make an impact.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As a <strong>Senior Client Associate</strong>, you’ll be a trusted point of contact for sophisticated client relationships, ensuring seamless execution of requests and delivering exceptional service. You’ll partner with senior leadership on bespoke strategies, mentor associate team members, and contribute to firm-wide initiatives—all while fostering strong, long-term client relationships.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary contact for designated client relationships</li><li>Execute client requests with precision and efficiency</li><li>Collaborate with senior management on strategic initiatives and tailored client solutions</li><li>Guide and mentor junior team members on shared client relationships</li><li>Assist clients and their advisors with complex wealth transfer, tax, and philanthropic strategies</li><li>Maintain and enhance relationships with clients’ professional teams (executive assistants, CFOs, chiefs of staff)</li><li>Partner with internal investment teams on portfolio creation and cash deployments</li><li>Support special projects across the firm as needed</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive compensation and bonus structure</li><li>Comprehensive benefits including medical, dental, vision, and 401(k) match</li><li>Flexible vacation policy and sabbatical program</li><li>Hybrid work environment supporting work-life balance</li><li>Collaborative, innovative culture focused on professional excellence and continuous learning</li></ul>
  • 2025-11-11T00:04:01Z
Patient Access Representative
  • Pleasanton, CA
  • onsite
  • Temporary
  • 24.00 - 30.00 USD / Hourly
  • <p>Are you looking to start your healthcare career in a supportive, entry-level environment? This <strong>Patient Access Representative</strong> role offers the perfect opportunity. As a <strong>Patient Access Representative</strong>, you will play a crucial role in managing admissions, verifying insurance, and delivering excellent service. This position is ideal for recent graduates of trade schools or individuals with customer service experience looking to transition into healthcare. With a focus on patient registration and administrative support, the <strong>Patient Access Representative</strong> ensures a positive experience for patients from the moment they walk in.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet patients and initiate the registration process in a professional and friendly manner.</li><li>Collect and accurately record payments at the point of service.</li><li>Verify insurance coverage and identify financial resources for patients.</li><li>Obtain and process necessary documentation for billing and compliance.</li><li>Handle routine patient concerns and service recovery, escalating complex issues appropriately.</li><li>Maintain communication with staff, physicians, patients, and guests via phone, email, or in person.</li><li>Meet individual productivity goals and performance metrics as assigned by department leadership.</li><li>Support all operational areas within Patient Access Services.</li></ul>
  • 2025-10-29T16:43:45Z
Immigration Legal Assistant
  • San Francisco, CA
  • onsite
  • Temporary
  • 23.75 - 25.00 USD / Hourly
  • <p>A national immigration law firm has an immediate opening for a Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Francisco, CA. The ideal candidate will be a recent college graduate with demonstrated office experience or have 1–2+ years of experience working in the legal field.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform high-volume data entry accurately and efficiently</li><li>Organize and maintain legal documents detailing eligibility for visa classification</li><li>Handle clerical tasks such as copying, printing, and scanning documents</li><li>Create electronic and physical client files for efficient case management</li><li>Track and monitor the status of immigration cases, ensuring timely updates</li><li>Circulate incoming mail according to specified procedures</li><li>Learn to analyze case documents and prepare immigration applications for filing</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits</li><li>Interface with corporate representatives and foreign nationals</li><li>Participate in legal practice meetings and alerts on current events, advanced topics, and client relationship-building skills</li><li>Support additional projects as assigned</li></ul><p><br></p>
  • 2025-11-10T21:48:43Z
Customer Navigator
  • Palo Alto, CA
  • remote
  • Temporary
  • 24.00 - 24.00 USD / Hourly
  • <p>We are looking for an experienced Customer Navigator to join our team in Palo Alto, California. In this role, you will act as a vital liaison for patients, ensuring their journey through the healthcare system is smooth and supportive. This is a long-term contract position offering the opportunity to make a meaningful impact on patient care and experience.</p><p><br></p><p><strong>The schedule for this role is Monday through Friday 3:30 pm - 12:00 am.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison, assisting patients with navigating healthcare services before, during, and after their medical visits.</p><p>• Coordinate transportation for guests by providing information about campus shuttle services and other available options.</p><p>• Facilitate the scheduling of physician appointments and ensure seamless care during both inpatient and outpatient stays.</p><p>• Address patient and guest concerns, relaying feedback to the appropriate department and maintaining accurate records.</p><p>• Deliver exceptional service aligned with patient-centered care standards to enhance the overall experience.</p><p>• Support compliance with all safety, quality, and ethical requirements, including adherence to National Patient Safety Goals.</p><p>• Communicate effectively with patients, staff, and departments to ensure clear and respectful interactions.</p><p>• Assist in ongoing education and training efforts to promote best practices in service delivery.</p><p>• Maintain confidentiality and uphold patient rights throughout all interactions.</p><p>• Promote teamwork and collaboration across departments to optimize patient outcomes.</p>
  • 2025-11-10T23:39:07Z
Client Accounts Specialist
  • San Francisco, CA
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • <p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
  • 2025-11-14T16:03:42Z
Customer Navigator
  • Palo Alto, CA
  • remote
  • Temporary
  • 24.00 - 24.00 USD / Hourly
  • <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>
  • 2025-11-10T23:44:15Z
Customer Navigator
  • Palo Alto, CA
  • onsite
  • Temporary
  • 23.00 - 24.28 USD / Hourly
  • <p><strong>Positions Overview:</strong></p><p>Customer Navigators are responsible for providing exceptional customer service to patients and their families while on-site and over the phone at the Hospital and Clinics. They provide customers, patients (and their families and visitors) with a personal connection to the hospital by offering amenities and assistance. Customer Navigator responsibilities may include, but are not limited to, scheduling and managing appointments, asking questions and gaining access to services and organizations, greeting patients, navigation assistance, responding to patient complaints, providing guidance to five (5) or more volunteers, and providing assistance to families.</p>
  • 2025-11-07T19:49:03Z
Customer Navigator
  • Palo Alto, CA
  • onsite
  • Temporary
  • 24.00 - 24.00 USD / Hourly
  • <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>
  • 2025-11-10T23:44:15Z
Customer Navigator
  • Palo Alto, CA
  • onsite
  • Temporary
  • 24.00 - 24.00 USD / Hourly
  • <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>
  • 2025-11-10T23:04:18Z
Customer Navigator
  • Palo Alto, CA
  • remote
  • Temporary
  • 24.00 - 24.28 USD / Hourly
  • <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>
  • 2025-11-10T23:39:07Z
Office Services Associate
  • Palo Alto, CA
  • remote
  • Temporary
  • 21.00 - 22.00 USD / Hourly
  • <p>Position summary </p><p> The Office Services Associate is responsible for adding value in providing daily back-office and hospitality services for our client and teams. Services include but are not limited to mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Responsibilities:</p><p> * Denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p><br></p><p><br></p>
  • 2025-11-13T19:09:03Z
Collections Specialist
  • Stanford, CA
  • remote
  • Temporary
  • 19.00 - 26.00 USD / Hourly
  • <p><strong>Job Description: Collections Specialist</strong></p><p>The Collections Specialist is responsible for managing and resolving overdue accounts to maintain an organization’s financial health. This role involves contacting clients to secure payments, negotiating payment plans, and ensuring timely resolution of outstanding balances while maintaining positive customer relationships. The Collections Specialist collaborates with internal teams to address billing discrepancies and provide excellent customer service, helping to maximize cash flow and reduce bad debt.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Contact Clients</strong>: Proactively reach out to clients to communicate regarding outstanding balances or past-due invoices.</li><li><strong>Maintain Records</strong>: Accurately document all customer interactions and payment activities to ensure records are up to date.</li><li><strong>Negotiate Payment Plans</strong>: Work with customers to develop feasible payment plans to resolve outstanding debts while adhering to organizational policies.</li><li><strong>Resolve Disputes</strong>: Research and resolve billing discrepancies or disputes, ensuring customer satisfaction and the timely collection of payments.</li><li><strong>Monitor Accounts</strong>: Track overdue accounts, prioritize collection efforts, and recommend actions to resolve unpaid balances.</li><li><strong>Provide Reporting</strong>: Prepare and present regular collection activity and aging reports to management to showcase progress and identify trends.</li><li><strong>Ensure Compliance</strong>: Adhere to debt collection regulations and company policies regarding customer communication and collection practices.</li><li><strong>Collaborate with Teams</strong>: Coordinate with the accounting or billing teams to clarify payment applications or disputes.</li><li><strong>Assess Credit Worthiness</strong>: Assist in analyzing customer payment trends and credit histories to minimize future payment risks.</li><li><strong>Maintain Customer Relationships</strong>: Handle payment challenges professionally, aiming to maintain positive client relationships while ensuring timely debt resolution.</li></ol><p><br></p>
  • 2025-11-07T17:53:44Z
Customer Navigator
  • Palo Alto, CA
  • onsite
  • Temporary
  • 24.00 - 24.00 USD / Hourly
  • <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>
  • 2025-11-10T23:33:42Z
Office Services Associate
  • San Francisco, CA
  • onsite
  • Temporary
  • 20.00 - 21.00 USD / Hourly
  • <p>Position summary</p><p>The Office Services Associate is responsible for adding value in providing daily back-office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed.</p><p><br></p><p>Job duties</p><p>* Denotes an essential function</p><p>- *Utilize appropriate logs for all office services work.</p><p>- *Ensure that job tickets are properly filled out before beginning work.</p><p>- *Perform work in office services primarily reprographics mail and intake functions according to established procedures.</p><p>- *Follow procedures to run jobs in proper order.</p><p>- *Communicate with supervisor or client on job or deadline issues.</p><p>- *Meet contracted deadlines for accepting completing and delivering all work.</p><p>- *Troubleshoot basic equipment problems.</p><p>- Be able to lift up to 50 lbs. on a regular basis.</p><p>- Prioritize workflow.</p><p>- Performs Quality Assurance on own and work of others.</p><p>- Load machines with various paper toner supplies.</p><p>- Answer telephone emails and place service calls when needed.</p><p>- Interact with clients in person over the phone or electronically.</p><p>- Adhere to Williams Lea policies in addition to client site policies.</p><p>- Use equipment and supplies in a cost-efficient manner.</p><p><br></p>
  • 2025-11-10T18:09:05Z
Customer Navigator
  • Palo Alto, CA
  • remote
  • Temporary
  • 22.00 - 24.28 USD / Hourly
  • <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>
  • 2025-11-10T23:44:15Z
Senior CSA at Multi Family Office
  • San Francisco, CA
  • remote
  • Permanent
  • 90000.00 - 130000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-11-05T15:59:06Z
Front Desk/Receptionist
  • Menlo Park, CA
  • onsite
  • Temporary
  • 21.00 - 29.00 USD / Hourly
  • <p>Receptionist / Front Office Clerk – Job Description</p><p>Overview: We are seeking a personable and organized Receptionist / Front Office Clerk to join our team. The ideal candidate will be the first point of contact for visitors and callers, responsible for greeting guests, answering incoming calls, and handling deliveries. This role requires excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment.</p><p>Key Responsibilities:</p><ul><li>Greet and assist visitors in a professional and friendly manner</li><li>Answer and direct incoming phone calls to the appropriate departments or personnel</li><li>Manage incoming and outgoing mail, packages, and deliveries, ensuring accurate documentation and prompt distribution</li><li>Maintain a tidy and organized reception area</li><li>Perform general administrative duties such as filing, scanning, and data entry</li><li>Assist with scheduling meetings and booking conference rooms as needed</li><li>Handle confidential information with discretion</li><li>Support other office staff with clerical tasks as assigned</li></ul><p><br></p>
  • 2025-11-08T15:29:04Z
Front Desk/Receptionist
  • Mountain View, CA
  • onsite
  • Temporary
  • 21.00 - 29.00 USD / Hourly
  • <p>Receptionist / Front Office Clerk – Job Description</p><p>Overview: We are seeking a personable and organized Receptionist / Front Office Clerk to join our team. The ideal candidate will be the first point of contact for visitors and callers, responsible for greeting guests, answering incoming calls, and handling deliveries. This role requires excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment.</p><p>Key Responsibilities:</p><ul><li>Greet and assist visitors in a professional and friendly manner</li><li>Answer and direct incoming phone calls to the appropriate departments or personnel</li><li>Manage incoming and outgoing mail, packages, and deliveries, ensuring accurate documentation and prompt distribution</li><li>Maintain a tidy and organized reception area</li><li>Perform general administrative duties such as filing, scanning, and data entry</li><li>Assist with scheduling meetings and booking conference rooms as needed</li><li>Handle confidential information with discretion</li><li>Support other office staff with clerical tasks as assigned</li></ul><p><br></p>
  • 2025-11-08T15:34:12Z
Fundraising Officer
  • Hillsborough, CA
  • onsite
  • Temporary
  • 22.00 - 23.00 USD / Hourly
  • <p><strong>Part-Time Monday through Thursday 20 hours a week </strong></p><p><br></p><p>Robert Half is working with a prestigious school located in Burlingame, CA. Our client is looking for a part-time candidate who can support their Donor program. You will be working directly with prospects as well as current donors. Professionalism is key in this role! Please find the details below and if interested, apply now. Do not wait, we are looking to set up interviews ASAP. Apply now!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain accurate and up-to-date donor and prospect records in the school’s fundraising database.</li><li>Process and acknowledge donations promptly, ensuring accurate documentation and receipts.</li><li>Assist in preparing fundraising reports, mailing lists, and donor summaries for leadership.</li><li>Provide administrative support for fundraising campaigns, events, and stewardship activities.</li><li>Coordinate donor communications, including thank-you letters, newsletters, and outreach emails.</li><li>Support event logistics—registration, invitations, materials, and day-of coordination.</li><li>Collaborate with the development team to ensure high-quality donor care and consistent messaging.</li><li>Handle office tasks such as scheduling meetings, managing files, and organizing materials.</li></ul><p> </p><p> </p><p> </p><p><br></p><p><br></p>
  • 2025-11-18T18:58:46Z
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