<p>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.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Order Processing:</strong> 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><strong>Customer Experience:</strong> 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><strong>Issue Resolution:</strong> 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><strong>Attention to Detail:</strong> Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li><strong>Reliability:</strong> Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
We are looking for a Customer Service Representative to support sales operations and deliver responsive service to clients in San Francisco, California. This Long-term Contract position is ideal for someone who enjoys a fast-moving workplace, communicates clearly, and can manage several priorities at once. The role combines customer interaction, order coordination, and administrative support, making it a strong fit for someone who is organized, proactive, and comfortable working across teams.<br><br>Responsibilities:<br>• Prepare pricing information and customer quotations in partnership with the sales team to support timely responses to client requests.<br>• Track purchase activity and vendor commitments to help ensure orders move forward accurately and on schedule.<br>• Communicate with customers regarding order progress, expected delivery timing, and any updates that may affect fulfillment.<br>• Resolve shipping or order-related concerns by coordinating with internal team members and external partners to reach practical solutions.<br>• Enter and maintain order details in company systems with a high level of accuracy and attention to detail.<br>• Handle inbound customer inquiries professionally while providing clear information and dependable follow-up.<br>• Support a collaborative office environment by assisting with shared priorities as workload shifts throughout the day.
<p><strong>Customer Service Representative Job Description</strong></p><p>We’re seeking a customer-focused Customer Service Representative to support clients and ensure a positive experience across all interactions. This role handles inquiries, resolves issues, and builds strong relationships with customers in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat in a timely manner</li><li>Resolve issues, complaints, and requests with professionalism and accuracy</li><li>Maintain detailed records of interactions and follow-up actions</li><li>Collaborate with internal teams to address customer needs</li><li>Identify opportunities to improve customer experience and processes</li></ul><p><br></p>
<p>We are seeking a Customer Support / Escalations Specialist to handle complex customer issues, ensure timely resolutions, and provide a high level of service.</p><p><strong>Job Description</strong></p><ul><li>Respond to escalated customer concerns via phone, email, or chat</li><li>Investigate issues and coordinate with internal departments for resolution</li><li>Maintain detailed documentation of customer cases and outcomes</li><li>Identify recurring issues and recommend process improvements</li><li>Provide support to frontline team members on escalated matters</li><li>Ensure customer concerns are resolved in a timely and professional manner</li></ul><p><br></p>
We are looking for a Customer Service Manager to lead branch operations and deliver an outstanding client experience in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented banking candidate who can balance service excellence, team leadership, sales growth, and operational oversight in a financial services environment. The role will guide daily branch activity, strengthen customer relationships, and help build a high-performing team that meets business goals while maintaining strong controls and compliance standards.<br><br>Responsibilities:<br>• Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly.<br>• Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings.<br>• Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers.<br>• Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment.<br>• Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness.<br>• Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch.<br>• Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization.<br>• Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture.<br>• Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate.<br>• Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require.
<p>We are looking for a Medical Customer Service Rep to support home-based care coordination for patients managing chronic conditions. This Contract position is based in San Francisco, California, and focuses on delivering responsive service through phone, ticketing, and scheduling support in a fast-moving healthcare environment. The person in this role will help organize patient visit logistics, maintain accurate documentation, and work closely with pharmacies, nurses, and internal teams to keep operations running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate in-home nursing visit schedules using internal systems and external tools to ensure timely patient care.</p><p>• Respond to a steady volume of inbound calls from patients, pharmacy partners, and nursing staff with professionalism and urgency.</p><p>• Monitor and resolve service requests in Zendesk while keeping records accurate, complete, and up to date.</p><p>• Confirm upcoming appointments and adjust visit details as needed to support daily care delivery.</p><p>• Gather, review, and upload required documentation to maintain compliance and support continuity of service.</p><p>• Manage competing priorities efficiently in a high-volume setting while meeting established turnaround expectations.</p><p>• Partner with cross-functional teams to share observations, address workflow challenges, and improve service quality.</p><p>• Build productive working relationships with specialty pharmacies and nursing partners to support coordinated care.</p><p>• Identify opportunities to streamline administrative processes and contribute ideas that enhance operational performance.</p><p><br></p>
<p>We are hiring a Customer Experience Specialist to help deliver outstanding service and build positive relationships with customers throughout their journey.</p><p><strong>Job Description</strong></p><ul><li>Serve as a primary point of contact for customer questions and concerns</li><li>Resolve service issues promptly and professionally</li><li>Monitor customer feedback and identify opportunities to improve satisfaction</li><li>Collaborate with internal teams to enhance the customer experience</li><li>Document interactions and maintain accurate customer records</li><li>Support retention efforts through proactive communication and follow-up</li></ul>
<p>Robert Half is seeking Call Center Agents with a healthcare background to support a Premier Healthcare client <strong><u>onsite</u></strong> in Newark, CA. This is a contract-to-hire Call Center Agent role, and is a great opportunity for candidates with experience managing high volumes of inbound and outbound calls to support patients and providers. Apply to become a Call Center Agent today!</p><p><br></p><ul><li>Responds to a high-volume of incoming and outgoing telephone calls and faxed referral</li><li>Coordinates care by scheduling, editing and maintaining routine patient physician appointments for new and returning patients.</li><li>Facilitates communication between the patient and the physician or clinic</li><li>Accurately documents and routes calls to the proper department</li><li>Identifies urgent customer needs or operational issues, and escalates appropriately</li><li>Works with care teams, patients, and outside facilities to obtain necessary information required for care.</li><li>Obtains and updates insurance information.</li><li>Meets all regulatory and compliance standards and exceeds quality assurance standards</li><li>Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding Hospital services</li></ul>
<p>We are offering a long-term contract employment opportunity for a Patient Service Representative in Newark, CA. This role is in the healthcare industry where you will be interacting with customers and patients, managing their accounts, and handling their scheduling inquiries. </p><p><br></p><p><strong>What you will do:</strong></p><p> - Responds to a high-volume of incoming and outgoing telephone calls and faxed referral</p><p> - Coordinates care by scheduling editing and maintaining routine patient physician appointments for new and returning patients.</p><p> - Facilitates communication between the patient and the physician or clinic</p><p> - Delivers expert knowledge regarding clinic-specific processes</p><p> - Accurately documents and routes calls to the proper department</p><p> - Identifies urgent customer needs or operational issues and escalates appropriately</p><p> - Works with care teams patients and outside facilities to obtain necessary information required for care.</p><p> - Communicates with the care team and support staff on various patient issues.</p><p> - Obtains and updates insurance information.</p><p> - Meets all regulatory and compliance standards</p><p> - Delivers high-level of customer service</p><p> - Follows documented protocols and guidelines</p><p> - Meets and exceeds departmental quality assurance standards</p><p> - Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding services</p><p> - Uses functionality of the telephone system as required</p><p> - Other departmental duties as assigned</p>
<p>The Healthcare Office Services Representative supports the backbone of the outpatient office experience. This role focuses on delivering excellent service through phone support, front‑office coordination, and accurate administrative work. You will work in a collaborative environment where organization, communication, and attention to detail matter every day.</p>
<p>· Responds to a high-volume of incoming and outgoing telephone calls and faxed referral</p><p>· Coordinates care by scheduling, editing and maintaining routine patient physician appointments for new and returning patients.</p><p>· Facilitates communication between the patient and the physician or clinic</p><p>· Delivers expert knowledge regarding clinic-specific processes</p><p>· Accurately documents and routes calls to the proper department</p><p>· Identifies urgent customer needs or operational issues, and escalates appropriately</p><p>· Works with care teams, patients, and outside facilities to obtain necessary information required for care.</p><p>· Communicates with the care team and support staff on various patient issues.</p><p>· Obtains and updates insurance information.</p><p>· Meets all regulatory and compliance standards</p><p>· Delivers high-level of customer service</p><p>· Follows documented protocols and guidelines</p><p>· Meets and exceeds departmental quality assurance standards</p><p>· Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding Hospital services</p><p>· Uses functionality of the telephone system as required</p><p>· Other departmental duties as assigned</p>
<p>The Medical Office Representative supports daily front office operations in a busy outpatient setting. This role focuses on patient interaction, phone coverage, and accurate use of medical office systems.</p>
<p><strong>POSITION:</strong> Client Service Coordinator - Associate (Contract)</p><p><strong>Location:</strong> Redwood City, CA (Onsite)</p><p><strong>Schedule:</strong> 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PM</p><p><strong>Assignment Type:</strong> Contract (Temp)</p><p><strong>Tentative Pay:</strong> $21 per hour</p><p> </p><p><strong>Overview</strong></p><p>We are partnering with a leading organization to identify a <strong>Client Service Coordinator - Associate</strong> to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage phone calls, emails, and correspondence in a professional manner</li><li>Schedule meetings, coordinate conferences, and maintain calendars</li><li>Maintain filing systems, sort/distribute mail, and order office supplies</li><li>Assist with financial record keeping and expense tracking</li><li>Support special projects and team initiatives as needed</li><li>Maintain cleanliness and organization in shared office spaces (kitchen and common areas)</li></ul><p><br></p><p><br></p>
<p>Looking to break into sales with purpose—and real earning potential?</p><p><br></p><p>Join Robert Half client in Concord, CA as an Inside Sales Representative and become part of a mission-driven healthcare company helping older adults and families feel safer, more independent, and supported at home. This is an ideal opportunity for someone early in their sales career who wants hands-on experience, steady inbound leads, and a base salary with a clear path to commission earnings within the first few months.</p><p><br></p><p><strong>Why this Inside Sales Representative role stands out:</strong></p><ul><li>Warm, inbound leads—no cold calling grind</li><li>Clear path to commission eligibility (as early as 3–6 months)</li><li>Hybrid schedule: 3 days in-office (Concord), 2 days remote</li><li>Meaningful conversations that genuinely help people</li></ul><p><strong>What you’ll do:</strong></p><ul><li>Connect with inbound prospects already seeking solutions—guide them with clarity and confidence</li><li>Build trust with older adults, caregivers, and families making important safety decisions</li><li>Ask thoughtful questions, understand needs, and recommend the right options</li><li>Move conversations forward naturally—helping customers feel ready to take the next step</li><li>Keep your pipeline organized and active through consistent follow-up</li><li>Hit daily outreach and conversion goals in a supportive, team-driven environment</li><li>Share real-time feedback on what you’re hearing from customers to improve campaigns and messaging</li></ul><p><strong>What makes you a strong fit:</strong></p><ul><li>Strong communicator who can simplify information and build trust quickly</li><li>Motivated by goals, growth, and the opportunity to earn more</li><li>Curious, coachable, and eager to develop sales skills</li><li>Comfortable having meaningful conversations with a wide range of people</li></ul><p><strong>What you gain:</strong></p><ul><li>A true entry point into sales with structured support and coaching</li><li>Experience closing real business—not just setting appointments</li><li>A role where your work has a direct impact on people’s safety and peace of mind</li></ul><p>If you're looking for a role where you can grow quickly, earn more, and do work that matters—this is it.</p><p><br></p><p><strong>Apply today for this Inside Sales Representative role, and start building your sales career.</strong></p>
<p>The Patient Access Representative plays a critical role in helping patients connect to care. You will be a trusted point of contact, supporting inbound calls, scheduling needs, and general inquiries while navigating multiple systems. This role is ideal for someone who thrives in a high‑volume setting and enjoys helping patients move easily through the healthcare process.</p>
<p>We are looking for a Service Coordinator to support daily dispatch and service operations for a busy team in Livermore, California. This contract position offers a path to a permanent role and is ideal for someone who can keep schedules organized, communicate clearly with customers and technicians, and stay composed while balancing changing priorities. The role serves as a central point of coordination across the office and field, helping ensure service calls are handled efficiently and records remain accurate. Success in this position requires strong follow-through, a collaborative mindset, and comfort working with service software and administrative processes.</p><p><br></p><p>Service Coordinator Responsibilities:</p><p>• Organize and adjust technician schedules for routine service visits, preventive maintenance, and urgent callouts to keep response times on track.</p><p>• Act as the primary communication link between office staff, field technicians, and customers, ensuring updates are shared clearly and professionally.</p><p>• Support the rollout and day-to-day use of updated service software by assisting with setup, data input, testing, and basic user guidance.</p><p>• Communicate with customers regarding new requests, appointment timing, service updates, and follow-up needs after work is completed.</p><p>• Open, revise, and finalize work orders in the service management system with a high level of accuracy and attention to detail.</p><p>• Prepare technicians with the job information, supporting documents, and parts-related details needed for efficient service completion.</p><p>• Monitor parts requests and help coordinate supply ordering and organization to avoid delays in scheduled work.</p><p>• Maintain complete service documentation, including job notes, equipment records, and status updates for reporting and historical reference.</p><p>• Partner with accounting and internal team members to support accurate billing, smoother workflows, and stronger overall service performance.</p><p><br></p><p>If you are interested in this Service Coordinator position, please submit your resume today!</p>
<p>If interested, please reach out to <strong><em>Jennifer Fukumae</em></strong> on LinkedIn for quickest consideration!</p><p> </p><p>Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a<strong> Client Service Associate</strong> to join its growing team in the <strong>Peninsula/San Francisco</strong> area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support and maintain relationships with high-net-worth clients </li><li>Coordinate and execute new client onboarding </li><li>Partner with attorneys, accountants, and other client advisors </li><li>Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans </li><li>Provide portfolio reporting, analytical, and relationship management support </li><li>Collaborate across teams to deliver a high-touch client experience </li></ul><p><br></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Monitor incoming radio and phone communications, assess urgency, and coordinate the appropriate response when safety or operational issues arise.</p><p>• Gather complete details from callers, including location, incident type, and relevant conditions, and document the information accurately in the designated work order system.</p><p>• Dispatch facilities, security, or other response teams based on the nature of each request and follow through to support timely resolution.</p><p>• Maintain precise service records, log updates, and work order notes to ensure all activity is tracked clearly and consistently.</p><p>• Review active workflows throughout the shift to confirm that emergency and non-emergency requests are handled efficiently and according to established procedures.</p><p>• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.</p><p>• Communicate important updates, unresolved issues, and emerging concerns to incoming team members during shift handoff.</p><p>• Work closely with supervisors, responders, and partner departments to support coordinated action and effective communication across operations.</p>
<p><strong>Job Overview</strong></p><p>We are seeking a Sales Support professional to assist the sales team with administrative tasks, customer communication, and order processing.</p><p><strong>Job Description</strong></p><ul><li>Support sales representatives with quotes, proposals, and order entry</li><li>Communicate with customers regarding order status and account updates</li><li>Maintain accurate sales records, customer files, and CRM data</li><li>Prepare reports and assist with sales tracking and forecasting</li><li>Coordinate with internal departments to ensure timely service delivery</li><li>Help improve sales processes and customer responsiveness</li></ul>
<p><strong>Client Relationship Associate– Growing RIA | San Ramon | Onsite Day</strong></p><p>Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a <strong>Client Relationship Associate</strong> to support their advisory and investment teams.</p><p>This is a great opportunity for someone who thrives in a <strong>fast-paced, detail-driven environment</strong>, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers <strong>strong mentorship and long-term stability</strong>.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Act as the <strong>central hub for trade execution</strong>, processing advisor-submitted requests with accuracy and speed</li><li>Manage and execute <strong>40–80 trades daily</strong> across platforms such as <strong>Schwab and Fidelity</strong></li><li>Ensure <strong>data accuracy and clean trade entry</strong> across all transactions</li><li>Collaborate directly with custodians’ trading desks to <strong>resolve discrepancies and execution issues</strong></li><li>Monitor daily trading activity and <strong>escalate any operational or risk-related concerns</strong></li><li>Partner with the investment team on <strong>reporting, ad hoc analysis, and process improvements</strong></li><li>Help enhance and streamline trading workflows as the firm continues to scale</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Thriving Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a<strong> generous 401(k) match</strong>, comprehensive health coverage,<strong> unlimited PTO</strong>, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Boutique Wealth Management Firm | <em>2 days on-site / 3 days from home!</em></p><p><br></p><p>A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul><p><br></p>