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31 results for Client Service Associate in Fremont, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 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>✨ Client Advisor</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Collaborative Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Anisa is partnering with a highly respected wealth management firm is seeking a <strong>Client Advisor</strong> to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul><p>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p><p><br></p><p><br></p><p><br></p>
- 2026-10-28T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 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 Advisor</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Collaborative Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Anisa is partnering with a highly respected wealth management firm is seeking a <strong>Client Advisor</strong> to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul><p>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.</p><p><br></p><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
- Temporary / Contract
- 22.8 - 24 USD / Hourly
- We are looking for a detail-oriented SR. Office Services Associate to join our team in a Contract position. This role supports daily office operations with a strong focus on front-of-house service, print and copy production, mail handling, and document intake in a corporate environment. The ideal candidate brings a customer-first mindset, stays organized under pressure, and can manage multiple service requests while maintaining accuracy and confidentiality.<br><br>Responsibilities:<br>• Provide front desk and front-of-house support by assisting visitors, employees, and clients with responsiveness.<br>• Process print, copy, scanning, and document intake requests in accordance with established service procedures and quality expectations.<br>• Handle incoming and outgoing mail services, ensuring timely sorting, distribution, and delivery of materials.<br>• Review service requests and job instructions for completeness before starting work to reduce delays and errors.<br>• Track assignments through appropriate logs and maintain accurate records for office services activity.<br>• Organize daily tasks by urgency and service deadlines, escalating concerns when timing or job requirements may be impacted.<br>• Perform routine quality checks on completed work and help maintain high standards across team output.<br>• Replenish paper, toner, and other supplies, and resolve basic equipment issues to keep operations running smoothly.<br>• Follow client-site policies and internal service standards while using materials and equipment efficiently and safely.
- 2026-11-09T00:00:00Z
- Santa Cruz, CA
- onsite
- Temporary / Contract
- 25 - 25 USD / Hourly
- We are looking for a customer-focused Call Center Specialist to support a busy healthcare team in Santa Cruz, California. This Long-term Contract opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and enjoys helping patients over the phone. In this role, you will serve as an important first point of contact, assisting callers with appointment coordination, refill-related requests, and general support while ensuring each interaction is handled with professionalism and care.<br><br>Responsibilities:<br>• Manage a high volume of inbound calls each day and provide courteous, efficient assistance to patients and callers.<br>• Serve as the initial phone contact for patient-related inquiries, gathering information and directing calls to the appropriate department or team member.<br>• Coordinate appointment scheduling and make updates accurately within the appropriate systems.<br>• Receive prescription refill requests and route them promptly according to established procedures.<br>• Create and submit service tickets or internal requests to support follow-up and issue resolution.<br>• Maintain accurate call documentation and ensure patient information is recorded clearly and completely.<br>• Support front-office and care teams by helping prioritize urgent concerns and escalating issues when needed.<br>• Deliver a positive customer experience by responding with empathy, patience, and professionalism in every interaction.
- 2026-11-11T00:00:00Z
- Santa Cruz, CA
- onsite
- Temporary / Contract
- 25 - 25 USD / Hourly
- We are looking for a customer-focused Call Center Specialist to support patient communication for a busy healthcare organization in California. This Long-term Contract position is ideal for someone who is comfortable managing a steady volume of inbound calls while providing helpful, detail-oriented service to patients. The person in this role will serve as an important first point of contact, helping callers with scheduling, message routing, and service-related requests in a fast-paced office environment.<br><br>Responsibilities:<br>• Manage a high number of inbound calls each day and respond to patient inquiries with care and empathy.<br>• Act as the initial point of contact for patients, gathering information and guiding each caller to the appropriate resource or department.<br>• Coordinate appointment scheduling and make updates to patient information as needed during call interactions.<br>• Process prescription refill requests and ensure messages are directed promptly to the appropriate clinical teams.<br>• Create and submit internal service tickets or requests to support follow-up and issue resolution.<br>• Maintain accurate call notes and complete basic administrative tasks related to daily patient communication.<br>• Work collaboratively with front office and internal teams to help maintain smooth call handling and service coverage.<br>• Deliver a positive customer service experience while meeting productivity expectations in a structured office setting.
- 2026-11-11T00:00:00Z
- Santa Cruz, CA
- onsite
- Temporary / Contract
- 25 - 25 USD / Hourly
- We are looking for a customer-focused Call Center Specialist to support patient communication for a community health organization in California. This Long-term Contract position is ideal for someone who is comfortable handling a busy phone environment, guiding callers to the right resources, and helping patients with scheduling and refill-related requests. The person in this role will serve as an important first point of contact and contribute to a smooth, attentive experience for every caller.<br><br>Responsibilities:<br>• Manage a high volume of inbound calls each day while maintaining a calm, helpful, and attentive approach.<br>• Serve as the first point of contact for patients, providing accurate information and directing calls to the appropriate departments or team members.<br>• Coordinate appointment scheduling and make updates to patient information as needed during each interaction.<br>• Assist with prescription refill requests by gathering necessary details and forwarding information through the proper channels.<br>• Create and submit service tickets or internal requests to support timely follow-up and issue resolution.<br>• Document call details clearly and accurately in customer service or office systems to maintain organized records.<br>• Work closely with front office and support staff to help balance call coverage and maintain responsive service levels.
- 2026-11-11T00:00:00Z