<p>Position Overview</p><p>We're seeking a Customer Service Specialist to serve as a key point of contact for customers, providing exceptional support and ensuring a positive customer experience. This role combines customer service, account support, problem resolution, and administrative coordination. The ideal candidate is a strong communicator who enjoys helping others, can navigate multiple systems simultaneously, and thrives in a fast-paced environment. This position plays an important role in maintaining customer satisfaction, strengthening client relationships, and supporting day-to-day business operations.</p><p><br></p><p>Day-to-Day Responsibilities</p><ul><li>Serve as the primary point of contact for customers via phone, email, and online inquiries.</li><li>Respond to customer questions regarding products, services, orders, billing, and account information.</li><li>Resolve customer concerns promptly while maintaining a professional and positive customer experience.</li><li>Process customer orders, requests, and account updates accurately and efficiently.</li><li>Monitor order status and communicate updates to customers.</li><li>Maintain accurate customer records and account information within company systems/ CRM.</li><li>Prepare reports and track service metrics as requested.</li><li>Build and maintain positive customer relationships through proactive communication.</li><li>Identify opportunities to improve service delivery and customer satisfaction.</li></ul>
<p>Anisa Henry is partnered with a respected boutique wealth management firm with a decades-long reputation for delivering exceptional service to high-net-worth individuals, families, trusts, and institutions. In the Client Service Specialist position, you'll play a central role in supporting both the Founder and Partner while serving as a key point of contact for clients. This position offers the opportunity to work in a highly collaborative, relationship-driven environment where every team member makes a meaningful impact. Ideal for someone who thrives in a client-focused setting, this role combines operational support, relationship management, and exposure to sophisticated wealth management services within a stable, close-knit firm committed to long-term success and personalized client care.</p><p><br></p><p><strong>Benefits</strong>:</p><ul><li>401(k) Safe Harbor Plan (4%)</li><li>MDV (125 Plan)</li><li>2 weeks PTO, 1 week sick time </li></ul><p>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry</p>
We are looking for a Help Desk/Desktop Support Analyst to provide day-to-day technical support for end users in Palo Alto, California. This Long-term Contract position is ideal for someone who enjoys resolving hardware, software, and access-related issues while delivering responsive service. The role focuses on maintaining a reliable desktop environment, assisting with Windows-based systems, and ensuring support requests are handled efficiently and professionally.<br><br>Responsibilities:<br>• Provide first-line technical assistance for desktop, laptop, and basic peripheral issues affecting end users.<br>• Diagnose and resolve problems related to Microsoft Windows environments, including Windows 10 system performance and usability concerns.<br>• Manage user account support tasks such as password resets, access updates, and directory-related requests within Active Directory.<br>• Respond to service desk tickets in a timely manner, document troubleshooting steps, and communicate resolution status clearly to users.<br>• Escalate more complex incidents when needed while maintaining ownership of issues through completion.<br>• Assist with workstation setup, software installation, and general configuration to support daily business operations.<br>• Perform routine troubleshooting to identify root causes and restore service with minimal disruption to users.
<p>We are looking for a Hybrid Reference Lab Outreach Customer Success Specialist to support day-to-day administrative and operational activities for a healthcare-focused team in Newark, California. This Contract position is ideal for someone who can balance workflow coordination, staff support, reporting, and process improvement in a fast-paced environment. The person in this role will help keep operations running smoothly by organizing resources, guiding administrative practices, and partnering with leadership on department needs.</p><p><br></p><p>Responsibilities:</p><ul><li>Monitored the shared mailbox and responded to outreach customer inquiries in a timely and professional manner.</li><li>Supported outreach customer inquiries through phone and email communication.</li><li>Served as a liaison between Operations, the Reference Lab Business Operations team, and outreach customers to coordinate issue resolution.</li><li>Managed assigned outreach customer accounts by monitoring customer needs and coordinating appropriate follow-up.</li><li>Provided customer support to clinics and providers regarding reference laboratory services and processes.</li><li>Trained and re-educated clients on proper specimen collection, submission requirements, ordering workflows, and laboratory procedures.</li><li>Reinforced laboratory submission requirements and service expectations with outreach customers.</li><li>Reviewed and monitored the Outreach Customer Supplies Tracker to ensure customer supply requests were appropriately followed up on.</li><li>Managed outreach customer supply requests, including order intake, fulfillment tracking, inventory coordination, and follow-up.</li><li>Coordinated courier services for outreach customers, including service schedules, route changes, pickup concerns, and service requests.</li><li>Communicated with courier vendors, outreach customers, and internal stakeholders regarding courier-related needs.</li><li>Supported courier invoicing activities by tracking invoices, reviewing documentation, and coordinating follow-up as needed.</li><li>Assisted with resolving courier service and billing issues in collaboration with appropriate internal and external stakeholders.</li><li>Coordinated the secure printing and mailing of laboratory test results to outreach customers.</li><li>Printed and mailed notice letters to outreach customers as needed.</li><li>Coordinated the printing and mailing of test requisition forms and other outreach customer materials.</li><li>Maintained accurate documentation and records related to customer inquiries, supplies, courier services, and operational activities.</li><li>Escalated customer, operational, and service-related concerns to leadership when appropriate.</li><li>Supported customer feedback initiatives and assisted with identifying opportunities to improve outreach customer service.</li><li>Assisted with outreach engagement and marketing activities designed to support customer retention and business growth.</li><li>Coordinated customer communications, outreach materials, customer lists, event logistics, and follow-up activities as assigned.</li><li>Supported strategic and operational initiatives by coordinating activities across internal departments and outreach customers.</li><li>Prepared clear and professional communications, updates, and summaries for management and key stakeholders.</li><li>Performed additional administrative duties and ad hoc projects as assigned by the Manager.</li></ul>
We are looking for an Exception Services Specialist to support banking operations by handling transaction and account items that require manual review and follow-up. This Long-term Contract position is based in Novato, California, and is ideal for someone who can investigate discrepancies, coordinate with internal teams, and maintain accurate processing in a regulated financial services environment. The role requires sound judgment, strong attention to detail, and the ability to keep exception workflows moving efficiently while delivering dependable internal customer support.<br><br>Responsibilities:<br>• Review exception queues each day, investigate suspended or rejected items, and complete the steps needed to bring transactions to resolution.<br>• Research account variances, posting issues, and balance discrepancies by examining records, identifying root causes, and applying appropriate corrections.<br>• Process exception-related work across banking activities such as checks, wire transfers, deposits, loan items, and other transactions that fall outside standard handling.<br>• Partner with branches and internal support teams to gather missing details, clarify documentation, and resolve outstanding issues in a timely manner.<br>• Detect input or processing inaccuracies, make updates when appropriate, and help prevent repeat issues through careful review of transaction data.<br>• Record findings, actions, and outcomes clearly so that each case is documented accurately and meets audit and compliance expectations.<br>• Escalate high-risk or complex matters when approvals or additional review are needed to ensure proper handling.<br>• Support service quality by responding to internal inquiries, assisting with banking transaction questions, and communicating through email and other business channels.<br>• Use multiple browser-based systems and banking platforms to track cases, verify information, and maintain productivity across concurrent tasks.