We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position will serve as a central point of contact for emergency and non-emergency facility-related calls, ensuring each request is assessed accurately and routed without delay. The role requires sound judgment, clear communication, and consistent documentation in a fast-paced healthcare environment.<br><br>Responsibilities:<br>• Monitor incoming radio and call activity to identify urgent situations and coordinate the appropriate response teams when safety concerns arise.<br>• Gather essential details from callers, including location, issue type, and severity, to support timely and accurate dispatch decisions.<br>• Record service requests, incident details, and ongoing updates in the designated asset and work order management system.<br>• Decide whether facilities, security, or other internal groups should respond based on the nature of each request.<br>• Maintain complete shift logs and work order records to ensure accurate tracking of activity and follow-up actions.<br>• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.<br>• Provide detailed shift handovers so incoming staff are informed of unresolved issues, active incidents, and priority tasks.<br>• Review daily workflows to confirm that both urgent and routine requests are handled professionally and within expected timeframes.<br>• Communicate closely with supervisors, dispatch personnel, facilities staff, and security teams to support coordinated operations.
We are looking for a customer-focused detail-oriented individual to support positive client interactions for a non-profit organization in Lathrop, California. This Long-term Contract opportunity is ideal for someone with at least 2 years of experience who can communicate clearly, resolve concerns efficiently, and deliver attentive service across email and other channels. The role suits a detail-oriented individual who is comfortable using Microsoft Office applications, applying basic math skills, and assisting both English- and Spanish-speaking customers.<br><br>Responsibilities:<br>• Respond to customer questions and service requests through email and other communication channels with professionalism and accuracy.<br>• Guide clients through routine issues, providing clear solutions that improve satisfaction and strengthen the overall customer experience.<br>• Maintain organized records of interactions, updates, and follow-up actions using standard office tools and internal tracking methods.<br>• Support Spanish-speaking customers by delivering clear communication and ensuring they receive timely assistance.<br>• Review customer information carefully, complete basic calculations when needed, and process service-related details with accuracy.<br>• Partner with internal team members to address concerns, share updates, and help create a consistent support experience.<br>• Monitor recurring customer issues and communicate trends or service gaps to help improve ongoing support processes.
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Analyst | Multi Family Office | SF Bay Area </strong></p><p> </p><p>Join a <strong>specialized family office platform</strong> serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end,<strong> entrepreneurial environment</strong> with real exposure and <strong>long-term growth</strong>.</p><p> </p><p>The firm offers <strong>strong mentorship, direct access to leadership, and clear development paths</strong>, within a <strong>collaborative, low-ego culture</strong> focused on ownership and continuous improvement. The role includes <strong>flexible remote work, strong benefits, and unlimited PTO</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Customer Service Representative</strong></p><p><strong>Job Description:</strong></p><p>We are looking for a Customer Service Representative to serve as the primary point of contact for customers, providing product or service information and resolving issues efficiently. This role is ideal for someone who is empathetic, solutions-oriented, and service-driven.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer incoming calls, emails, and chat inquiries from customers</li><li>Resolve customer concerns related to orders, billing, accounts, or services</li><li>Document interactions in CRM or ticketing systems</li><li>Escalate complex issues to the appropriate team members</li><li>Maintain a high level of professionalism and customer satisfaction</li></ul>
<p>We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul><p><br></p>
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Contract assignment in San Leandro, California. This short-term opportunity is ideal for someone who is organized, adaptable, and comfortable working onsite in a manufacturing environment. In this role, you will help keep daily department activities running smoothly so core team members can stay focused on priority initiatives.<br><br>Responsibilities:<br>• Support day-to-day office and customer service activities by managing routine administrative work and maintaining organized records.<br>• Prepare, update, and format business documents, emails, and spreadsheets using Microsoft Outlook, Word, and Excel.<br>• Assist the customer service team with overflow assignments and follow-up tasks to improve response times and workflow efficiency.<br>• Enter and maintain accurate information in department files, trackers, and other internal documentation.<br>• Coordinate communications with internal contacts and external parties as needed to keep requests moving forward.<br>• Contribute to a cooperative team environment by stepping in where needed and adjusting to changing daily priorities.
We are looking for a Medical Claims Representative to join our team in Pleasanton, California in a Contract to Permanent role. This position is ideal for someone with experience handling medical claims, billing activity, and insurance-related documentation in a fast-paced environment. The person in this role will support accurate claim review and member-related processing while communicating clearly with Spanish-speaking members and internal teams. Success in this position requires strong knowledge of medical terminology, benefit plans, and claims administration procedures.<br><br>Responsibilities:<br>• Review, evaluate, and process medical claims with close attention to accuracy, completeness, and applicable coverage details.<br>• Enter and maintain member, enrollment, beneficiary, and medical information within internal claims systems while following established procedures.<br>• Verify insurance details and confirm benefit eligibility to support timely and correct claim handling.<br>• Interpret billing information, coding details, and supporting documentation to determine appropriate claim outcomes.<br>• Communicate with members, providers, and internal partners regarding claim status, required documentation, and benefit-related questions.<br>• Assist Spanish-speaking members by providing clear and thorough support in both English and Spanish.<br>• Apply working knowledge of healthcare benefits, policies, and regulatory guidelines when reviewing claim activity.<br>• Escalate complex or legally sensitive claim matters to leadership when additional review or direction is needed.
<p><strong>Customer Service Admin</strong></p><p><strong>Job Description:</strong></p><p>We are hiring a Customer Service Admin to provide administrative and customer support to ensure efficient daily operations. This position combines customer communication with clerical and scheduling responsibilities.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone and email</li><li>Maintain customer records, files, and service documentation</li><li>Assist with scheduling, reporting, and data entry tasks</li><li>Support order tracking, invoicing, and issue resolution</li><li>Collaborate with internal departments to ensure customer satisfaction</li></ul>