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25 results for Medical Customer Service Specialist in Fairfield, CA
- Sacramento, CA
- onsite
- Temporary / Contract
- 23.75 - 25 USD / Hourly
- We are looking for a Medical Front Desk Specialist to support daily patient-facing operations for a healthcare organization in Sacramento, California. This Contract position is ideal for someone who combines strong front office coordination skills with a welcoming and detail-oriented approach to patient service. The role focuses on appointment management, check-in support, communication across the office, and accurate handling of electronic medical records in a fast-paced clinical setting.<br><br>Responsibilities:<br>• Welcome patients and visitors, provide clear guidance at arrival, and create an organized and efficient front desk experience.<br>• Coordinate appointment scheduling, confirm upcoming visits, and adjust calendars to help maintain smooth patient flow throughout the day.<br>• Manage patient check-in activities, verify demographic and insurance details, and ensure required forms are completed accurately.<br>• Answer incoming calls, respond to routine questions, and direct messages or requests to the appropriate clinical or administrative staff.<br>• Maintain and update electronic medical records with attention to accuracy, confidentiality, and timely documentation.<br>• Handle general reception and administrative tasks such as scanning records, processing paperwork, and supporting daily office operations.<br>• Communicate with patients regarding visit preparation, appointment changes, and follow-up needs in a courteous and efficient manner.
- 2026-11-14T00:00:00Z
- Tracy, CA
- onsite
- Temporary / Contract
- 20 - 21 USD / Hourly
- We are looking for a Customer Service Representative to support customer accounts and help coordinate order activity for a Long-term Contract position in Tracy, California. In this role, you will serve as a key point of contact for clients, manage order-related communication, and work closely with sales, production, and shipping teams to keep commitments on track. This position is well suited for someone who is comfortable in a manufacturing setting and can balance accuracy, responsiveness, and strong customer care.<br><br>Responsibilities:<br>• Receive and enter customer orders submitted by clients or internal account representatives, ensuring complete and accurate information.<br>• Communicate with customers about pricing requests, order updates, revisions, confirmations, and service concerns in a careful and timely manner.<br>• Create and process purchase orders for materials and supplies needed to support production schedules.<br>• Maintain customer account records, update key data in internal systems, and assist with credit-related transactions when needed.<br>• Partner with manufacturing and shipping teams to help coordinate production timing and support on-time delivery performance.<br>• Monitor multiple small- to mid-sized customer accounts with varying levels of complexity while maintaining service quality.<br>• Respond to questions and resolve issues by coordinating with internal departments to keep customers informed and supported.
- 2026-11-09T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 24 - 24 USD / Hourly
- We are looking for a Customer Service Representative to support customers in San Francisco, California in a Contract position. In this role, you will create a positive service experience by listening carefully, providing accurate guidance, and helping each customer move through the application or order process efficiently. The ideal candidate is dependable during scheduled hours, confident handling high call volumes, and open to feedback that strengthens performance and service quality.<br><br>Responsibilities:<br>• Respond to inbound customer calls with professionalism, clarity, and a solutions-focused approach.<br>• Place outbound calls as needed to gather missing details, provide updates, and help move customer requests toward completion.<br>• Guide customers through forms, applications, or order-related questions so submissions are accurate and complete the first time.<br>• Enter and update customer information carefully in internal systems while maintaining strong attention to detail.<br>• Monitor open or pending requests and follow up promptly to reduce delays and keep cases progressing.<br>• Remain available and consistently on queue during scheduled working hours, including the core 9:00 a.m. to 3:00 p.m. coverage period.<br>• Apply coaching and performance feedback quickly to improve call handling, accuracy, and overall customer experience.
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 24 - 24 USD / Hourly
- We are looking for a Customer Service Representative to support customers through clear, thoughtful service and accurate application guidance in San Francisco, California. This is a Contract position suited for someone who stays composed on calls, provides complete information, and helps customers move forward without feeling pressured. The ideal candidate brings a strong customer-first approach, dependable availability, and the ability to handle a steady call queue with professionalism.<br><br>Responsibilities:<br>• Assist customers by phone with questions, applications, and service-related concerns while creating a supportive and reassuring experience.<br>• Provide accurate information and ensure forms are completed thoroughly to improve quality and reduce the need for follow-up.<br>• Manage inbound and outbound call activity efficiently, maintaining consistent queue coverage during scheduled working hours.<br>• Enter order and customer information carefully into internal systems, keeping records organized and up to date.<br>• Monitor open or incomplete applications and take timely action to help prevent delays in processing.<br>• Respond constructively to coaching and performance feedback, adjusting approach as needed to improve service outcomes.
- 2026-11-12T00:00:00Z
- San Francisco, CA
- remote
- Temporary / Contract
- 19 - 22 USD / Hourly
- We are looking for a Customer Service Representative to support a high-volume service environment in San Francisco, California. This Contract position focuses on delivering timely assistance to customers, handling inquiries with professionalism, and ensuring accurate order processing. The ideal candidate is comfortable managing frequent phone interactions while maintaining a helpful, solutions-oriented approach.<br><br>Responsibilities:<br>• Respond to incoming customer calls promptly and provide clear, courteous support for a range of service-related questions.<br>• Place outbound calls as needed to follow up on requests, confirm details, or resolve outstanding customer concerns.<br>• Enter orders and update customer information carefully to maintain accurate records and support smooth transaction processing.<br>• Address customer issues by identifying needs, explaining available solutions, and escalating more complex matters when appropriate.<br>• Manage a steady volume of call center activity while meeting service expectations for responsiveness and quality.<br>• Document conversations, actions taken, and outcomes to ensure complete and organized customer interaction records.
- 2026-11-10T00:00:00Z
- South San Francisco, CA
- onsite
- Temporary to Hire
- 23.75 - 28 USD / Hourly
- <p>Robert Half is looking for a customer-focused professional who thrives in a fast-paced environment and enjoys making a difference in the community. We are partnering with an established sanitation and waste management organization seeking a dynamic, personable, and detail-oriented <strong>Customer Service Representative (CSR)</strong> to join its growing team!</p><p><br></p><p>This is an excellent opportunity for someone who enjoys helping people, solving problems, and keeping daily operations running smoothly. As a key point of contact for customers, you will play an important role in delivering exceptional service, resolving inquiries, and ensuring a positive customer experience from the first interaction to the last.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for customers, responding to inquiries and requests via phone, email, text, and in-person interactions.</li><li>Assist customers with billing questions, payment processing, account updates, and general service inquiries.</li><li>Establish new customer accounts, maintain accurate records, and update account information within internal systems.</li><li>Investigate and resolve customer concerns, service disruptions, billing discrepancies, and other account-related issues in a timely and professional manner.</li><li>Communicate service information, answer questions, and provide clear solutions while maintaining a positive and customer-first approach.</li><li>Perform general administrative and clerical duties, including data entry, document management, filing, and other office support responsibilities.</li><li>Collaborate with internal departments and team members to ensure customer requests are addressed efficiently and service expectations are met.</li></ul><p><br></p><p><br></p>
- 2026-11-14T00:00:00Z
- Stockton, CA
- onsite
- Temporary / Contract
- 15.8365 - 18.337 USD / Hourly
- We are looking for an experienced Customer Service Representative to support clients in Stockton, California through responsive, detail-oriented service in a fast-paced banking environment. This Long-term Contract position is ideal for someone who enjoys handling customer inquiries, maintaining accurate account records, and using sound judgment when addressing sensitive requests. The right candidate will be comfortable working with phone-based interactions and digital tools while delivering dependable support to business clients.<br><br>Responsibilities:<br>• Manage incoming and outgoing customer calls, providing timely assistance and clear follow-up on service-related questions.<br>• Record client interactions accurately in the organization’s system, including notes, status updates, and scheduled follow-up activities.<br>• Maintain customer records by updating account details and routing issues to the appropriate internal contact when additional support is needed.<br>• Assist with order entry and related service requests while ensuring information is complete and processed correctly.<br>• Use spreadsheets, shared calendars, video conferencing platforms, and web-based applications to coordinate daily customer service tasks.<br>• Recognize situations involving confidential or sensitive information and guide clients to approved secure submission methods when necessary.<br>• Escalate inquiries related to pricing, approvals, funding, or other specialized matters to the proper team for resolution.
- 2026-11-11T00:00:00Z
- Sacramento, CA
- onsite
- Temporary / Contract
- 22 - 25 USD / Hourly
- <p>BILINGUAL SPANISH SPEAKING CUSTOMER SERVICE REPRESENTATIVE</p><p><br></p><p><br></p><p>We are looking for a bilingual Customer Service Representative to support customers in Sacramento, California. This Long-term Contract position is ideal for someone who communicates clearly in both Spanish and English, enjoys resolving service concerns, and can manage a high volume of inquiries with professionalism. The person in this role will help deliver a positive customer experience by responding thoughtfully, coordinating with internal teams, and maintaining accuracy in every interaction.</p><p><br></p><p>Responsibilities:</p><p>• Handle inbound customer inquiries in both Spanish and English, using attentive listening and thoughtful follow-up questions to fully understand each concern.</p><p>• Route requests to the appropriate team members when needed and coordinate with internal departments to help resolve service-related issues efficiently.</p><p>• Address customer complaints with professionalism, working toward timely and effective solutions that support a positive service experience.</p><p>• Build and maintain knowledge of company services, transactions, and procedures to provide accurate information and dependable support.</p><p>• Communicate workflow concerns, service disruptions, or recurring customer issues to Customer Care leadership in a timely manner.</p><p>• Complete all assigned work in alignment with company policies, training guidance, supervisory expectations, and applicable regulations.</p><p>• Provide support to other departments when service needs require cross-functional assistance.</p><p>• Document customer interactions clearly and accurately to help ensure continuity, compliance, and quality service.</p>
- 2026-11-13T00:00:00Z
- San Leandro, CA
- onsite
- Temporary / Contract
- 25 - 27 USD / Hourly
- <p>We are hiring a Customer Service Representative to support customers by resolving inquiries and delivering exceptional service.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, and chat</li><li>Process orders and account updates</li><li>Research and resolve customer issues</li><li>Maintain accurate records in CRM systems</li><li>Collaborate with internal teams to meet customer needs</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- South San Francisco, CA
- onsite
- Temporary / Contract
- 23 - 25 USD / Hourly
- <p>Robert Half is working with an extremely reputable company for an open Customer Service Representative role. The ideal candidate is customer-focused, organized, and solutions-oriented. This individual will serve as a primary point of contact for residential and commercial customers, providing exceptional service while assisting with service inquiries, account updates, billing questions, scheduling, and general administrative support.</p><p><br></p><p>The ideal candidate is an excellent communicator who thrives in a fast-paced environment, enjoys helping people, and can effectively manage multiple priorities while maintaining a positive and professional attitude.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for incoming customer inquiries via phone, email, and other communication channels.</li><li>Assist residential and commercial customers with questions regarding garbage collection, recycling, service schedules, missed pickups, and account information.</li><li>Research and resolve customer complaints, service disruptions, billing discrepancies, and collection-related issues in a timely and professional manner.</li><li>Process new service requests, account changes, cancellations, service adjustments, and customer information updates.</li><li>Coordinate with dispatch, drivers, operations, and other internal departments to communicate service requests and ensure timely resolution.</li><li>Maintain accurate customer records, document interactions, and update account information within internal databases and customer management systems.</li><li>Provide information regarding service policies, rates, recycling guidelines, and waste disposal procedures.</li><li>Assist with general administrative responsibilities, including data entry, filing, reporting, and processing customer documentation.</li><li>Follow up with customers regarding outstanding inquiries and ensure a high level of customer satisfaction.</li></ul><p><br></p><p><br></p>
- 2026-10-30T00:00:00Z
- South San Francisco, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- <p><strong>Customer Service Representative | South San Francisco, CA</strong></p><p><br></p><p><u>Position Description:</u></p><p><br></p><p>Our client in South San Francisco is seeking a customer-focused and detail-oriented <strong>Customer Service Representative</strong> to join their team. This role is responsible for delivering exceptional service by assisting customers via phone, email, text, and in person, while ensuring inquiries are resolved accurately and efficiently.</p><p>The Customer Service Representative will manage incoming customer requests, establish and maintain customer accounts, process payments, update customer information within the CRM system, and address billing and service-related inquiries. This position is ideal for someone who enjoys interacting with customers, thrives in a fast-paced environment, and can balance multiple priorities while maintaining a high level of professionalism.</p><p><br></p><p><u>Key Responsibilities:</u></p><p><br></p><ul><li>Respond to customer inquiries by phone, email, text, and in person</li><li>Handle high-volume inbound customer calls</li><li>Establish and maintain customer accounts</li><li>Process payments and assist with billing inquiries</li><li>Accurately update customer information within CRM systems</li><li>Resolve customer concerns and service issues in a timely manner</li><li>Support general office and administrative functions</li><li>Collaborate with team members to ensure a positive customer experience</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Sacramento, CA
- onsite
- Temporary / Contract
- 23 - 24 USD / Hourly
- <p>Our client in Sacramento, California is seeking a <strong>Medical Collections Specialist</strong> for a temporary opportunity. This role is ideal for a detail-oriented professional with experience in healthcare revenue cycle functions and a strong background in medical collections.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Follow up on outstanding insurance and patient balances</li><li>Research and resolve denied or underpaid claims</li><li>Contact insurance carriers, patients, and internal departments regarding account status</li><li>Maintain accurate documentation of collection activity in billing systems</li><li>Review accounts for aging balances and take appropriate action</li><li>Support revenue cycle operations and help reduce accounts receivable backlog</li><li>Ensure compliance with healthcare regulations and company policies</li></ul>
- 2026-10-30T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 70000 - 90000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-10-29T00:00:00Z
- Little Rock, AR
- remote
- Temporary / Contract
- 18 - 26 USD / Hourly
- <p>A Healthcare Company is in the immediate need of a remote<strong> Medical Scheduler</strong> with EPIC Software experience. The Remote Medical Scheduler will help patients access timely radiology and oncology services by coordinating appointments with accuracy, professionalism, and empathy. The Remote Medical Scheduler must have insurance verification and or authorization experience. The right person for this role MUST have EPIC experience.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Coordinate new, follow-up, and revised appointments for radiology and oncology services to support efficient patient access to care.</p><p>• Arrange diagnostic visits for procedures such as CT scans, MRI exams, X-rays, ultrasounds, and related imaging services.</p><p>• Organize oncology-related bookings for consultations, return visits, and treatment appointments while maintaining clear scheduling priorities.</p><p>• Review patient records to confirm demographic details, insurance coverage, referral documentation, and required authorizations before finalizing visits.</p><p>• Update scheduling systems with accurate appointment information, patient data, and relevant notes to maintain reliable records.</p><p>• Assist the team during the electronic medical record transition by adjusting to updated workflows and scheduling practices.</p><p>• Resolve calendar conflicts and appointment issues promptly to ensure patients are placed in the appropriate time slots and departments.</p><p>• Communicate with patients in a courteous and compassionate manner, especially when coordinating sensitive or urgent healthcare appointments.</p><p>• Partner with physicians, clinical teams, and support departments to promote smooth patient flow and coordinated care delivery.</p><p><strong>** EPIC SOFTWARE**</strong></p><p><br></p><p><strong>Benefits:</strong> Health, Dental, Vision, 401k, and Sick Time Off. </p>
- 2026-11-14T00:00:00Z
- Emeryville, CA
- remote
- Temporary / Contract
- 33.25 - 38.5 USD / Hourly
- <p>We are looking for an experienced Biller and collections specialist to support revenue cycle activities for a six-month contract opportunity based in Emeryville, California. This Contract position is ideal for someone who can manage billing accuracy, follow through on outstanding receivables, and communicate effectively with clients and internal partners in a fast-moving environment. The role requires strong analytical skills, sound judgment, and the ability to work independently while maintaining a high standard of accuracy and professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Oversee billing and collection activities to help improve cash flow, reduce aged receivables, and maintain accurate account status records.</p><p>• Review contracts and billing terms to ensure invoices are issued correctly and payment schedules are updated in line with client agreements.</p><p>• Monitor accounts receivable balances, investigate overdue items, and drive resolution through follow-up, escalation, and dispute management.</p><p>• Prepare and post financial adjustments, journal-related support, and reconciliations to maintain clean and accurate records.</p><p>• Partner with internal stakeholders and external clients to address payment issues, clarify account questions, and resolve discrepancies effectively.</p><p>• Analyze reserve-related trends and collection performance to support informed decision-making and account risk management.</p><p>• Maintain organized documentation and use reporting tools to track collection efforts, account activity, and operational results.</p><p>• Contribute to process improvements within billing and receivables operations, including effective use of systems such as NetSuite and other supporting platforms.</p><p><br></p><p>Please apply today if you are interested in this role.</p>
- 2026-10-26T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 23.75 - 27.5 USD / Hourly
- We are looking for a detail-oriented Medical Receptionist to support daily front desk operations for a healthcare facility. This is a contract position suited for someone who can create a welcoming patient experience while managing scheduling and administrative tasks with accuracy. The ideal candidate is comfortable working in a medical office environment, communicating clearly with patients, and handling a high volume of front office responsibilities. Spanish language skills and familiarity with basic medical terminology will be valuable in this role.<br><br>Responsibilities:<br>• Welcome patients upon arrival, assist with the check-in process, and ensure registration details are complete and accurate.<br>• Coordinate appointment scheduling, confirmations, and updates while maintaining an organized daily calendar for providers and staff.<br>• Answer incoming calls, respond to routine front office inquiries, and direct messages to the appropriate clinical or administrative team members.<br>• Manage patient intake documents, verify basic information, and support smooth front desk workflows throughout the day.<br>• Maintain a well-organized reception area and provide courteous service that helps patients feel informed and supported.<br>• Enter and update patient information in office systems with attention to detail and confidentiality.<br>• Assist with general reception and administrative duties that keep the medical office operating efficiently.<br>• Support office processes related to patient flow and scheduling adjustments as needed during busy periods.
- 2026-11-13T00:00:00Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000 - 100000 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Pleasanton, CA
- onsite
- Temporary / Contract
- 25 - 35 USD / Hourly
- We are looking for a Patient Admin Specialist (PAS) to support front-desk and patient registration activities in an outpatient clinic in Pleasanton, California. This Long-term Contract position is ideal for someone who thrives in a fast-paced healthcare setting and can deliver organized, courteous service to patients, providers, and internal teams. The role focuses on appointment coordination, surgery scheduling, patient check-in and check-out, and a wide range of administrative duties that help keep daily clinic operations running smoothly.<br><br>Responsibilities:<br>• Welcome patients at the front desk, guide them through check-in and check-out, and respond to routine questions about appointments, payments, and scheduling.<br>• Coordinate new patient intake and assist with surgery scheduling while aligning appointments with provider availability and clinic priorities.<br>• Communicate with physicians and clinic staff to address scheduling requests and help accommodate urgent patient needs when appropriate.<br>• Support patient and provider interactions by using approved reference materials, office tools, and established administrative procedures.<br>• Maintain accurate records by updating databases, managing directories, and completing internal forms and documentation in a timely manner.<br>• Respond to non-clinical inquiries received through CRM systems and patient messaging channels, escalating issues to the appropriate team when needed.<br>• Handle incoming and outgoing administrative materials, including faxes, mail distribution, scanning, filing, and clinic-specific document management.<br>• Contribute to high service standards by staying organized, managing multiple priorities, and supporting efficient daily clinic operations.
- 2026-11-06T00:00:00Z
- Santa Rosa, CA
- remote
- Temporary / Contract
- 28.5 - 33 USD / Hourly
- We are looking for an experienced Coordinator Medical Staff Services to support medical staff operations for an acute care hospital in Santa Rosa, California. This Long-term Contract position focuses on coordinating credentialing and privileging activities, maintaining accurate provider data, and helping ensure compliance with hospital and regulatory standards. The ideal candidate brings a strong background in medical staff services, hands-on experience with MD Staff, and the ability to work closely with providers, leadership, and internal departments.<br><br>Responsibilities:<br>• Oversee day-to-day medical staff support activities that help maintain efficient hospital operations.<br>• Administer provider onboarding workflows, including credentialing, reappointment, and clinical privilege processing for physicians and allied health professionals.<br>• Maintain complete and current practitioner information within MD Staff, ensuring records are organized and accurate.<br>• Evaluate submitted applications for accuracy and completeness, and obtain outstanding materials as needed to move files forward.<br>• Assemble and prepare documentation for committee consideration while coordinating meeting materials, agendas, and follow-up records.<br>• Monitor time-sensitive items such as licenses, certifications, renewals, and other required documents to support ongoing compliance.<br>• Help ensure medical staff files and related processes align with bylaws, accreditation expectations, and applicable regulatory requirements.<br>• Act as a central point of contact for providers, department leaders, and internal stakeholders on credentialing and medical staff matters.<br>• Support reporting, audit preparation, and routine database upkeep to preserve data integrity and readiness.
- 2026-10-29T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- Sacramento, CA
- onsite
- Temporary / Contract
- 23 - 24.75 USD / Hourly
- We are looking for a Client Services Coordinator to provide dependable administrative and front office support for a contract position based in Sacramento, California. This role will help maintain a welcoming office environment, coordinate daily operational needs, and support client-facing activities with care and attention to detail. The ideal candidate is organized, service-oriented, and comfortable managing multiple priorities across scheduling, documentation, events, and vendor-related tasks.<br><br>Responsibilities:<br>• Welcome visitors and clients, manage front desk activity, and ensure a welcoming and detail-focused office experience.<br>• Prepare, edit, and organize business documents, presentations, spreadsheets, and correspondence using Microsoft Office applications.<br>• Support document execution processes by sending, tracking, and maintaining files through AdobeSign or DocuSign.<br>• Monitor office and kitchen inventory, place supply orders, and keep shared spaces stocked and organized.<br>• Coordinate meetings and events by arranging meals, preparing conference rooms, and handling on-site logistics.<br>• Submit invoices accurately through Coupa and follow internal procedures for timely processing.<br>• Assist with administrative tasks related to contracts, records, and document management as needed.<br>• Partner with team members during the onboarding period to learn workflows and provide smooth coverage throughout the assignment.
- 2026-11-11T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 160000 - 200000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-11-12T00:00:00Z
- Sacramento, CA
- onsite
- Permanent / Full Time
- 28 - 30 USD / Hourly
- <p>We are looking for a detail-oriented Legal Billing Specialist to support accurate invoicing and payment activity for a professional services firm in Sacramento, California. This role focuses on preparing billing documentation, maintaining reliable records, and helping ensure timely follow-up on outstanding balances. The ideal candidate is comfortable working with computerized billing platforms and can manage billing tasks with accuracy, organization, and professionalism.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue client invoices with careful attention to accuracy, supporting documentation, and established billing schedules.</p><p>• Review account activity, reconcile billing information, and resolve discrepancies to maintain complete and reliable financial records.</p><p>• Monitor outstanding balances and follow up on overdue payments in a timely manner to support collection efforts.</p><p>• Generate and distribute billing statements, ensuring clients receive clear and timely account information.</p><p>• Enter, update, and maintain billing data within computerized billing systems to keep records current and audit-ready.</p><p>• Support legal billing processes by applying client-specific guidelines, matter details, and required formatting standards.</p><p>• Work with billing platforms such as TABS3 or Tymetrix to process invoices and address submission issues when needed.</p>
- 2026-10-28T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 98000 - 131000 USD / Yearly
- <p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
- 2026-10-16T00:00:00Z