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22 results for Medical Customer Service Specialist in Fremont, CA

Medical Front Desk Specialist

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Job SummaryWe are seeking a friendly, organized, and detail-oriented Medical Front Desk / Patient Scheduling candidates to join our client's healthcare team. This role is responsible for providing excellent customer service while managing patient scheduling, registration, and front office operations in a fast-paced medical environment. Most positions are onsite in Palo Alto, CA. Responsibilities<ul><li>Answer high-volume inbound calls and assist patients with scheduling appointments</li><li>Check patients in and out for appointments</li><li>Verify insurance information and update patient demographics</li><li>Maintain accurate patient records in the electronic medical record (EMR) system</li><li>Provide patients with information regarding appointments, referrals, and office policies</li><li>Coordinate schedules for providers and ensure efficient patient flow</li><li>Handle front desk administrative duties including scanning, filing, faxing, and data entry</li><li>Maintain HIPAA compliance and patient confidentiality at all times</li><li>Deliver professional and compassionate customer service to patients, families, and staff</li></ul>
2026-06-12T00:00:00Z

Medical Eligibility and Payment Posting Specialist

Pleasanton, CA
onsite
Temporary / Contract
27 - 33 USD / Hourly
We are looking for a Medical Eligibility and Payment Posting Specialist to support healthcare revenue cycle operations in Pleasanton, California. This Long-term Contract position focuses on verifying coverage, reviewing coding-related information, posting payments accurately, and helping ensure patient accounts are updated correctly. The ideal candidate brings strong knowledge of outpatient coding standards, insurance and Medicaid eligibility processes, and patient billing support within a medical environment. Responsibilities:• Verify insurance, Medicaid, and patient coverage details to confirm benefits and eligibility before services are processed.• Post payments to patient accounts with accuracy, reconcile transactions, and investigate discrepancies that affect account balances.• Review medical coding information using ICD-10 and CPT guidelines to support clean claim and billing workflows.• Prepare and distribute patient statements while helping resolve account questions related to charges, payments, and coverage.• Maintain complete and accurate documentation within billing and coding records to support compliance and audit readiness.• Coordinate with internal teams to address claim issues, eligibility questions, and payment posting exceptions in a timely manner.• Assist with updates to workflows or systems when needed as part of ongoing operational support responsibilities. If you are interested in this role, please apply today and call us at (510) 470-7450
2026-06-11T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-06-15T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
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. Responsibilities:<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>
2026-06-05T00:00:00Z

Patient Access Specialist

Palo Alto, CA
onsite
Temporary / Contract
25 - 32 USD / Hourly
<ul><li>Responsible for greeting patients, verifying insurance information, scheduling appointments, and ensuring accurate patient registration in a fast-paced healthcare environment.</li><li>Provides excellent customer service while managing patient check-in/check-out, data entry, insurance verification, and front office administrative support.</li><li>Supports daily patient access operations by assisting with registration, appointment coordination, insurance verification, and maintaining accurate medical records.</li><li>Acts as the first point of contact for patients by delivering professional customer service, completing registrations, and assisting with healthcare administrative tasks.</li><li>Seeking a detail-oriented professional to support patient registration, insurance verification, scheduling, and front desk operations within a busy medical office.</li></ul>
2026-06-12T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
29 - 39 USD / Hourly
We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position is ideal for someone who can manage emergency and routine calls with accuracy, sound judgment, and a calm, detail-oriented approach. The role serves as a central point of communication for facilities and security-related requests, ensuring timely dispatch, clear documentation, and consistent shift-to-shift coordination. Responsibilities:• Monitor incoming radio and phone communications, assess urgency, and coordinate the appropriate response when safety or operational issues arise.• Gather complete details from callers, including location, incident type, and relevant conditions, and document the information accurately in the designated work order system.• Dispatch facilities, security, or other response teams based on the nature of each request and follow through to support timely resolution.• Maintain precise service records, log updates, and work order notes to ensure all activity is tracked clearly and consistently.• Review active workflows throughout the shift to confirm that emergency and non-emergency requests are handled efficiently and according to established procedures.• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.• Communicate important updates, unresolved issues, and emerging concerns to incoming team members during shift handoff.• Work closely with supervisors, responders, and partner departments to support coordinated action and effective communication across operations.
2026-06-19T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
24.28 - 24.28 USD / Hourly
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. Responsibilities: • Monitor incoming radio and call activity to identify urgent situations and coordinate the appropriate response teams when safety concerns arise. • Gather essential details from callers, including location, issue type, and severity, to support timely and accurate dispatch decisions. • Record service requests, incident details, and ongoing updates in the designated asset and work order management system. • Decide whether facilities, security, or other internal groups should respond based on the nature of each request. • Maintain complete shift logs and work order records to ensure accurate tracking of activity and follow-up actions. • Prepare routine operational reports using standard office software such as Microsoft Word and Excel. • Provide detailed shift handovers so incoming staff are informed of unresolved issues, active incidents, and priority tasks. • Review daily workflows to confirm that both urgent and routine requests are handled professionally and within expected timeframes. • Communicate closely with supervisors, dispatch personnel, facilities staff, and security teams to support coordinated operations.
2026-06-18T00:00:00Z

Medical Records Technician

Portola Valley, CA
onsite
Temporary to Hire
25.3365 - 29.337 USD / Hourly
We are looking for a Medical Records Technician to support the integrity and organization of resident health information in Portola Valley, California. This contract opportunity with permanent potential is ideal for someone who is highly attentive to detail and comfortable working in a busy healthcare setting where accuracy and compliance are essential. In this role, you will help maintain complete, timely, and regulation-ready records while partnering with clinical and administrative teams to secure missing documentation and resolve inconsistencies. Responsibilities: • Review resident files related to admissions, transfers, and discharges to confirm completeness, accuracy, and adherence to healthcare regulations. • Examine clinical materials such as physician documentation, medication administration records, laboratory results, charts, and treatment notes for consistency and proper filing. • Work closely with nurses, physicians, and outside care providers to gather outstanding records and ensure required documentation is received promptly. • Maintain orderly paper and electronic record systems and update information accurately within the organization's EHR platform. • Investigate documentation issues, correct record discrepancies, and support reporting activities tied to compliance and health information management. • Assist with coding-related record review and help prepare documentation for audits, inspections, and internal quality checks.
2026-06-17T00:00:00Z

Bilingual Spanish/English Patient Access Representative

Palo Alto, CA
onsite
Temporary / Contract
25 - 29 USD / Hourly
We are looking for a Bilingual (Spanish/English) Patient Access Representative to support this onsite front-end patient registration and admission activities for a Long-term Contract position in Palo Alto, California. This role is well suited for someone early in their career who brings strong customer service skills, attention to detail, and a detail-oriented approach to patient interactions. The selected candidate will help verify coverage, collect required documentation, process point-of-service payments, and assist with routine service needs while maintaining accuracy, compliance, and productivity standards. Responsibilities:• Register patients accurately and complete admission-related tasks while ensuring required forms and supporting documents are properly gathered and recorded.• Verify insurance details and other available financial resources to help support billing accuracy and patient access to care.• Receive and document payments collected at the time of service using secure cash-handling and payment-processing practices.• Respond to routine patient questions and concerns in a courteous manner, providing timely assistance and appropriate follow-up.• Address straightforward service issues and escalate complicated registration matters to senior team members when needed.• Meet departmental productivity goals and weekly performance expectations by managing assigned priorities efficiently.• Use patient access systems and related software to maintain complete, accurate records and support daily operational workflows.Bil
2026-06-19T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. 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.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-05-28T00:00:00Z

Client Service Analyst

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area Join a specialized family office platform 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, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Patient Admin Specialist (PAS)

Redwood City, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Patient Admin Specialist (PAS) to support front-office operations in an outpatient clinic in Redwood City, California. This Long-term Contract position focuses on delivering a smooth patient experience through registration, appointment coordination, surgery scheduling support, and day-to-day administrative assistance. The ideal candidate is organized, service-focused, and comfortable managing multiple priorities while communicating effectively with patients, providers, and internal teams. Responsibilities: • Welcome patients at the front desk, manage check-in and check-out activities, and address routine questions related to appointments, payments, and scheduling. • Coordinate new patient intake and assist with arranging appointments and surgical visits based on provider availability and clinic guidelines. • Communicate with physicians and clinic staff to align scheduling needs and help address time-sensitive patient situations appropriately. • Support patient and provider interactions by using approved reference materials, office tools, and established administrative procedures. • Respond to non-clinical inquiries received through phone messages or CRM systems, and route complex matters to the appropriate team when needed. • Maintain accurate clinic records by updating databases, processing internal documentation, and organizing patient-related administrative forms. • Handle incoming and outgoing office correspondence, including fax distribution, mail processing, and filing of clinic-specific documents. • Contribute to daily clinic efficiency by meeting service expectations and completing administrative duties in a timely and thorough manner.
2026-06-15T00:00:00Z

Patient Admin Specialist (PAS)

Redwood City, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Patient Admin Specialist (PAS) to support front-office operations in an outpatient setting in Redwood City, California. This Long-term Contract position focuses on creating a smooth patient experience by coordinating appointments, assisting with registration activities, and handling a variety of administrative duties that keep the clinic running efficiently. The ideal candidate brings strong communication skills, a service-minded approach, and the ability to stay organized while managing multiple priorities in a fast-paced healthcare environment. Responsibilities: • Welcome patients upon arrival, guide them through check-in and check-out steps, and address general questions related to visits, timing, and billing processes. • Coordinate appointment activity, including surgery-related scheduling, while working closely with providers to align calendars and address urgent patient needs when they arise. • Respond to non-clinical patient inquiries through phone, messaging, and CRM channels, and route more complex matters to the appropriate team members. • Support provider and patient interactions by using approved reference materials, office tools, and established clinic procedures. • Maintain accurate administrative records by updating databases, processing internal documentation, and organizing clinic files in a timely manner. • Manage incoming and outgoing office communications, including faxes, mail distribution, paging information, and other department correspondence. • Process routine front-desk transactions such as payment-related support and general registration tasks with attention to accuracy and service quality. • Contribute to daily clinic operations by balancing multiple administrative assignments while meeting departmental expectations for responsiveness and professionalism.
2026-06-19T00:00:00Z

Patient Admin Specialist (PAS)

Palo Alto, CA
onsite
Temporary / Contract
26 - 36 USD / Hourly
We are looking for a Patient Admin Specialist (PAS) to support front-office operations in an outpatient clinic in California. This Long-term Contract position is ideal for someone who excels at patient-facing service, appointment coordination, and administrative support in a fast-paced healthcare setting. The person in this role will help create a smooth experience for patients while ensuring scheduling, communication, and documentation activities are handled accurately and efficiently. Responsibilities: • Welcome patients at the front desk, guide them through check-in and check-out, and address routine questions related to visits, payments, and scheduling. • Coordinate new patient intake and assist with arranging appointments, including surgical scheduling and other provider-directed calendar needs. • Work closely with physicians and clinic staff to align appointment availability with provider preferences and respond promptly to urgent scheduling matters. • Support patient and provider communication by using approved reference materials, office tools, and established workflows for non-clinical inquiries. • Manage incoming patient messages and customer service requests, resolving non-clinical issues directly and escalating more complex matters when needed. • Maintain clinic records and administrative documentation, including internal forms, directory information, and other office databases. • Handle daily office support tasks such as processing faxes, sorting mail, filing clinic documentation, and keeping front-office materials organized. • Deliver attentive service that meets departmental expectations for responsiveness, accuracy, and patient satisfaction.
2026-06-19T00:00:00Z

Client Accounts Specialist

San Francisco, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
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. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.Bank Deposits: Organizes and deposits checks into correct accounts.Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.Reporting: Provides accrual, budget, and rate data to attorneys/clients as requested.Expense Processing: Records third-party expenses and disbursements in expense systems.Account Management: Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.Collections Support: Assists with collection efforts when needed.
2026-06-08T00:00:00Z

Patient Access Rep

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Patient Access Rep to support front-end patient registration and admission activities in California. This Patient Access Rep Long-term Contract position is ideal for someone beginning a career in healthcare administration or bringing strong customer service experience from another industry. In this Patient Access Rep role, you will help patients navigate registration, insurance verification, payment collection, and required documentation while delivering detail-oriented service in a fast-paced setting. Responsibilities:• Complete patient intake, admission, and registration activities with attention to accuracy, timeliness, and privacy standards.• Assures secure handling and accurate recording of payments collected at the point-of-service delivery.• Builds a foundational understanding of the different health insurance coverage options and the related processes and procedures.• Able to handle routine/simple patient escalations and perform service recovery.• Escalates any advanced or complex registrations to a more experienced team member.• Greets patients and begins the registration process. Maintains professional communication with various PAS staff medical center staff physicians guests and patients regarding the admitting/registration services rendered. • Meets weekly individual productivity and key performance indicators and standards while following planned priorities as set by the department leadership team.
2026-06-16T00:00:00Z

Patient Access Rep

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Patient Access Rep to support front-end registration and admission activities for a healthcare setting in Palo Alto, California. This Long-term Contract opportunity is well suited for someone who enjoys helping patients, managing administrative details accurately, and delivering strong service in a fast-paced environment. In this role, you will assist with intake documentation, payment collection, insurance verification support, and routine patient questions while maintaining compliance and productivity standards. Responsibilities:• Complete patient registration and admission tasks with accuracy, ensuring records and supporting documents are properly entered and maintained.• Collect point-of-service payments securely and document transactions in accordance with billing and compliance expectations.• Review available insurance information and other financial resources to help support appropriate coverage and payment processing.• Respond to routine patient questions and concerns with professionalism, resolving straightforward issues and escalating complex matters when needed.• Prepare and obtain required forms and documentation to support admission, billing, and regulatory requirements.• Develop working knowledge of common insurance plans, coverage guidelines, and patient access procedures used in daily operations.• Track individual productivity goals and key performance measures while following departmental priorities and service standards.• Support patient access operations across assigned functional areas as business needs require during rotating shifts. This facility is open 24/7 so you will need to be flexible on schedulingShifts may vary:Morning shifts: 0700-0930Afternoon shifts: 1200-1300Evening shifts: 1700 - 1900And weekend availability is preferred.
2026-06-19T00:00:00Z

Patient Access Rep

Livermore, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Patient Access Rep to support front-end patient registration and admission activities for a healthcare setting in Livermore, California. This Long-term Contract opportunity is ideal for someone beginning a career in patient access or bringing strong customer service experience from another industry. In this role, you will help patients complete registration steps, verify coverage and financial information, and provide courteous assistance while maintaining accuracy, compliance, and productivity standards. Responsibilities: • Complete patient intake, admission, and registration tasks accurately while ensuring required information is properly documented. • Verify insurance details and available financial resources to support billing and patient service processes. • Collect point-of-service payments securely and maintain precise records for all transactions. • Respond to routine patient questions and concerns with professionalism, addressing straightforward service issues when they arise. • Prepare and obtain necessary forms and supporting documentation needed for billing, regulatory, and compliance purposes. • Refer complicated registration matters or escalated issues to senior team members when additional expertise is required. • Maintain expected productivity levels and performance metrics while following departmental priorities and daily workflows. • Support a variety of patient access functions across the department based on operational needs and assigned coverage areas.
2026-06-10T00:00:00Z

Patient Access Rep

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Patient Access Rep to support patient registration and front-end access activities for a Long-term Contract position in Palo Alto, California. This role is ideal for someone early in their career who enjoys helping patients, handling administrative tasks accurately, and providing dependable service in a healthcare setting. The position focuses on registration, payment collection, insurance-related support, and completion of required documentation while maintaining compliance and service standards. Responsibilities: • Complete patient intake, admission, and registration activities with a high level of accuracy and professionalism. • Collect point-of-service payments, record transactions correctly, and safeguard funds in accordance with established procedures. • Review insurance details and available financial resources to help support coverage verification and billing readiness. • Respond to routine patient questions and concerns, providing courteous service and basic issue resolution when appropriate. • Prepare and gather required forms and supporting documents to meet billing, regulatory, and compliance needs. • Route complex registration issues or non-routine escalations to senior team members for further review and resolution. • Maintain expected productivity levels and performance targets set by department leadership on a weekly basis. • Support a variety of Patient Access operational tasks based on departmental priorities and daily workflow needs.
2026-06-19T00:00:00Z

Client Service Associate | UHNW

San Ramon, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access A wealth management firm is seeking a highly relationship-driven Client Service Associate to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving. What You’ll Do:<ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-06-19T00:00:00Z

Client Service Associate | Wealth Management

Foster City, CA
onsite
Permanent / Full Time
75000 - 115000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate | Wealth Management | San Carlos; 2 days onsite | $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-06-19T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z