<p>We are looking for a motivated and customer-focused <strong>Customer Experience Specialist</strong> to provide exceptional support to Independent Operators. In this long-term contract role, you will act as a key resource for resolving business-related issues while fostering trust and collaboration with stakeholders. This position is based in Emeryville, California, and offers an exciting opportunity to contribute to a dynamic and service-oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Address and resolve operator concerns across multiple channels with efficiency and professionalism.</p><p>• Partner with different teams to escalate complex issues and ensure timely resolutions.</p><p>• Provide tailored solutions to operators and follow up to ensure satisfaction.</p><p>• Build and maintain strong relationships with Independent Operators through transparent and responsive communication.</p><p>• Document case resolutions to identify trends and enhance future support processes.</p><p>• Advocate for operator needs by communicating feedback and reporting system bugs.</p><p>• Utilize customer service tools such as <strong>Zendesk </strong>and <strong>ServiceNow </strong>to manage inquiries and track progress.</p><p>• Assist operators with connectivity issues and deliver solutions for technical challenges.</p><p>• Ensure exceptional service delivery while adapting to flexible work schedules, including weekends.</p>
<p><strong>Job Description: Customer Service Representative</strong></p><p><strong>Position Overview:</strong></p><p>We are seeking a dedicated and proactive <strong>Customer Service Representative</strong> to join our team. In this role, you will be responsible for delivering exceptional customer service through a consultative approach while supporting sales efforts and maintaining inventory and stock management. The ideal candidate will excel in fostering customer relationships, ensuring inventory accuracy, and contributing to the overall efficiency and quality of our operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>Customer Service & Sales:</strong></p><ul><li>Provide consultative customer service by understanding client needs and recommending suitable solutions, rather than handling transactions in a purely transactional manner.</li><li>Build lasting relationships with customers by listening actively and delivering personalized service to address their unique requirements.</li><li>Upsell, cross-sell, and promote products or services tailored to customer needs for sustained growth and satisfaction.</li><li>Address inquiries or complaints promptly and professionally to ensure customer satisfaction and retention.</li></ul><p><strong>Inventory Management & Stock Control:</strong></p><ul><li>Perform routine inventory cycle counts and validate stock levels to identify discrepancies.</li><li>Conduct quality assurance checks to ensure products meet company and customer standards.</li><li>Organize and monitor stock levels to optimize inventory operations.</li><li>Collaborate with cross-functional teams to enhance inventory handling processes that align with organizational goals.</li></ul><p><br></p>
<p>We are seeking a <strong>Patient Administrative Specialist</strong> to join our front office team in an outpatient clinic environment. As a <strong>Patient Administrative Specialist</strong>, you will play a vital role in ensuring smooth daily operations through coordination of new patients, surgery scheduling, and administrative support. This <strong>Patient Administrative Specialist</strong> position is ideal for someone who excels in communication, multitasking, and thrives in a patient-centered setting.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the first point of contact at the front desk for patient check-in and check-out.</li><li>Welcome and assist patients with appointment-related inquiries, payments, and schedules.</li><li>Answer and manage multi-line phone system; direct calls, take messages, and route appropriately.</li><li>Confirm that insurance verifications and authorizations are completed before appointments.</li><li>Coordinate with providers to manage scheduling preferences and urgent patient requests.</li><li>Support provider-patient interactions using internal reference materials.</li><li>Perform administrative tasks such as updating databases, maintaining directories, and processing forms.</li><li>Operate electronic medical records and phone systems efficiently.</li><li>Uphold high standards of service and meet departmental expectations.</li><li>Respond to non-clinical CRMs and escalate when necessary.</li><li>Handle incoming faxes, mail distribution, and filing of clinic documentation.</li></ul>
<p>The <em>Patient Access Representative</em> is essential in ensuring the smooth and accurate registration of all patient types. The <em>Patient Access Representative</em> gathers and verifies demographic and insurance information while providing exceptional customer service throughout the registration process. As a <em>Patient Access Representative</em>, you will contribute directly to patient satisfaction, operational efficiency, and regulatory compliance.</p><p><strong>Responsibilities:</strong></p><ul><li>Complete patient registration and admission processes in compliance with EMTALA regulations and organizational policies.</li><li>Accurately obtain and enter patient demographic, insurance, and eligibility information.</li><li>Collect and document co-pays, deductibles, and deposits from patients.</li><li>Obtain all required patient signatures on legal and registration-related documentation.</li><li>Scan all registration-related documents into the Electronic Document Management (EDM) system by the end of each shift.</li><li>Utilize verification tools such as HDX, payer websites, and Experian for insurance and demographic confirmation.</li><li>Prioritize registration tasks effectively during high-volume periods while maintaining service quality.</li><li>Collaborate with clinical and administrative staff by providing essential materials such as wristbands and facesheets in a timely manner.</li><li>Respond to notifications and crossovers from nursing staff in a prompt and accurate manner.</li><li>Distribute HIPAA-compliant Notices of Privacy Practices</li></ul>
We are looking for a dedicated Customer Service Representative to join our team in Tracy, California. In this role, you will play a vital part in ensuring customer satisfaction by managing orders, responding to inquiries, and maintaining accurate documentation. This is a long-term contract position offering the opportunity to grow and contribute within a collaborative team environment.<br><br>Responsibilities:<br>• Process and manage customer orders accurately using word processing and spreadsheet tools.<br>• Ensure timely order fulfillment and monitor delivery schedules to meet customer expectations.<br>• Address customer inquiries and provide clear and thoughtful responses to requests.<br>• Prepare detailed reports and correspondence for internal and external stakeholders.<br>• Collaborate with team members to maintain efficient account coverage and resolve issues.<br>• Maintain accurate records and documentation related to customer accounts and transactions.<br>• Book orders promptly while adhering to company guidelines and processes.<br>• Support the team by participating in group activities and contributing to shared goals.<br>• Assist in resolving order-related concerns under the guidance of supervisors and experienced colleagues.
<p>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. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
<p>We are looking for a dedicated Patient Registration Representative to join our team in French Camp, California, this is a part time position and does require some weekends. In this long-term contract role, you will play a vital part in ensuring accurate and efficient registration of patients while maintaining a high level of professionalism and care. This position is ideal for someone with experience in insurance verification who is committed to delivering excellent service in a healthcare environment.</p><p><br></p><p>Responsibilities:</p><p>• Gather and input patient information into the hospital system by asking pertinent questions of patients or their relatives.</p><p>• Review documentation for accuracy and completeness, ensuring financial codes and account numbers are properly matched.</p><p>• Verify insurance coverage, including Medi-Cal, by checking ID cards, labels, and records.</p><p>• Provide clear explanations of hospital policies, procedures, and regulations related to patient registration.</p><p>• Direct patients to appropriate clinics, offices, or treatment facilities based on their needs.</p><p>• Manage clinic appointment systems to ensure smooth scheduling and coordination.</p><p>• Collaborate with healthcare providers and administrative teams to address patient concerns and streamline registration processes.</p>
We are looking for a detail-oriented Accounts Receivable Specialist to join our healthcare-focused team in San Francisco, California. In this long-term contract role, you will play a vital part in managing billing operations and ensuring the accuracy of accounts receivable processes. This position offers an excellent opportunity to contribute to a fast-paced environment dedicated to delivering quality services.<br><br>Responsibilities:<br>• Generate and distribute customer invoices in accordance with established contractual agreements.<br>• Collaborate with the Revenue Accounting team to maintain accurate billing records and accruals.<br>• Monitor aged accounts receivable balances and conduct timely follow-ups with customers.<br>• Address inquiries from both customers and internal teams to resolve billing-related issues.<br>• Analyze collections data and develop metrics to track performance effectively.<br>• Handle physical checks, including receiving, reconciling, and depositing them.<br>• Coordinate with Customer Success Managers to manage invoicing adjustments and true-ups.<br>• Reconcile general ledger accounts, investigating discrepancies to ensure accuracy.<br>• Prepare journal entries and contribute to month-end closing activities.<br>• Support audit processes by preparing documentation and assisting with pre-audit tasks.
<p>We are looking for a skilled and detail-oriented Medical Billing Specialist to join our team on a long-term contract basis. In this role, you will play a key part in ensuring the accurate processing of medical records, billing codes, and claims for healthcare providers. Based in Oakland, California, this position requires a strong understanding of medical billing systems, particularly Welligent coding, and a commitment to maintaining compliance with healthcare standards.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and process medical billing records with precision, utilizing Welligent coding systems to ensure compliance with industry regulations.</p><p>• Manage and organize billing codes and documentation for multiple healthcare entities, ensuring prompt and accurate claims submissions.</p><p>• Review patient records and procedures to verify proper billing practices and adherence to guidelines.</p><p>• Identify and resolve discrepancies in billing processes to facilitate seamless claims management.</p><p>• Collaborate with healthcare providers, insurance payers, and administrative staff to address billing issues and ensure accurate coding.</p><p>• Stay updated on changes to billing regulations, coding standards, and healthcare compliance requirements.</p><p>• Maintain detailed and organized records of all billing activities and claims submissions.</p><p>• Support the implementation of best practices for medical billing processes across the organization.</p><p><br></p><p>If you are interested in this role please apply right away and call us at (510) 470-7450</p>
<p>We are looking for a skilled Receptionist to join our team in Santa Clara, CA. This is a long-term contract position that requires an individual with excellent attention to detail, strong communication skills, and the ability to provide outstanding customer service. In this role, you will be the first point of contact for visitors and callers, ensuring smooth day-to-day operations at the front desk.</p><p><br></p><p>Responsibilities:</p><p>• Maintain a welcoming and attentive presence at the reception area, ensuring all visitors feel comfortable and attended to.</p><p>• Answer incoming calls, route them appropriately, and provide information as needed.</p><p>• Greet and assist guests, clients, and visitors upon arrival, including providing directions or escorting them to meeting locations.</p><p>• Ensure all visitors are properly signed in and follow security protocols during check-in and check-out processes.</p><p>• Assist with badge creation and access setup for visitors and contract staff.</p><p>• Coordinate meeting room bookings, ensuring rooms are prepared and equipped for scheduled meetings.</p><p>• Respond to inquiries with a courteous and helpful attitude, reflecting high standards of customer service.</p><p>• Support administrative tasks such as file management, printing, and internet browsing as required.</p><p>• Collaborate with team members to ensure seamless operations and communication.</p><p>• Maintain an appearance that reflects years of experience and aligns with the company’s standards.</p>
<p>We are looking for a success-driven and detail-oriented Receptionist to join our team on a contract basis in San Francisco, California. This role will be at the forefront of managing a busy front desk and supporting a variety of administrative tasks. If you thrive in high-energy environments and excel in customer service, this position is a great opportunity to showcase your skills.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and screen visitors, vendors, and event participants with a friendly and detail-oriented demeanor.</p><p>• Offer general administrative assistance to support daily office operations.</p><p>• Collaborate with the facilities team to address any immediate needs or concerns.</p><p>• Coordinate catering efforts, including managing food setup for events and meetings.</p><p>• Utilize Microsoft Office Suite to complete scheduling, documentation, and communication tasks.</p><p>• Assist in planning and organizing onsite events to ensure smooth execution.</p><p>• Act as the first point of contact for inquiries and provide accurate information or guidance.</p><p>• Manage scheduling and meeting coordination for internal and external stakeholders.</p><p>• Maintain the reception area to ensure a clean and organized workspace.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at Allison.jacques - at - roberthalf - .com with your word resume and reference job ID#*00410-0013288450</p><p>*</p>
<p>We are looking for a Front Desk Coordinator to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors, providing a welcoming and detail-oriented presence. This position requires a customer-focused individual with excellent organizational skills and a courteous attitude.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist all visitors promptly and courteously as they enter or exit the premises.</p><p>• Monitor building entrances to ensure a secure and safe environment.</p><p>• Perform document scanning and maintain accurate records.</p><p>• Handle concierge-related tasks as assigned to support smooth daily operations.</p><p>• Maintain a neat and detail-oriented appearance and adhere to the business dress code.</p><p>• Manage time effectively to handle multiple responsibilities efficiently.</p><p>• Collaborate with team members to maintain a welcoming and organized front desk area.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013289434 **</p>
We are looking for an organized and customer-focused Receptionist to join our team on a Contract to permanent basis in Cupertino, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring a welcoming and detail-oriented experience. This position offers the opportunity to support various administrative tasks while contributing to the smooth operation of the office.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring they feel welcomed and are directed to the appropriate personnel or location.<br>• Manage incoming phone calls using a multi-line phone system and ensure prompt and accurate responses.<br>• Handle incoming and outgoing mail, packages, and correspondence efficiently.<br>• Perform administrative tasks such as data entry, document filing, and maintaining organized records.<br>• Maintain the cleanliness and orderliness of the reception area to uphold a detail-oriented appearance.<br>• Schedule and manage appointments, ensuring the calendar is up-to-date and conflicts are minimized.<br>• Provide support for office operations, including assisting with special projects and ad hoc tasks as needed.<br>• Collaborate with team members to ensure seamless communication and operations across departments.
<p>We are looking for a dedicated Member Services Representative to join our team in San Francisco, California. In this Contract to permanent position, you will play a vital role in delivering exceptional customer service and ensuring members have a positive experience. This opportunity is ideal for someone who thrives in fast-paced environments and is passionate about supporting a non-profit organization.</p><p><br></p><p>Responsibilities:</p><p>• Deliver outstanding customer service by addressing member inquiries and resolving issues promptly.</p><p>• Manage a high volume of calls in a fast-paced call center environment.</p><p>• Accurately input and update member information using computer systems.</p><p>• Maintain detail-oriented and empathetic communication with members during interactions.</p><p>• Collaborate with team members to ensure seamless service delivery.</p><p>• Provide guidance and support to members regarding organizational policies and services.</p><p>• Handle sensitive information with confidentiality and care.</p><p>• Continuously adapt to changing processes and procedures to enhance member satisfaction.</p><p>• Monitor and report recurring member concerns to identify areas for improvement.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at Allison.jacques - at - roberthalf - .com with your word resume and reference job ID#*00410-0013299073*</p>
<p><strong>Jennifer Fukumae</strong> is partnering with an established multi-family office based in San Francisco is seeking a <strong>Client Associate</strong> to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.</p><p><br></p><p><strong>Client Associate – Multi Family Office</strong></p><p>📍 San Francisco (Steps from Montgomery BART) | Hybrid</p><p>💰 $100,000–$130,000 base (DOE) + Bonus</p><p><br></p><p><strong>About the Firm:</strong></p><ul><li>Headquartered in San Francisco with easy BART access</li><li>Serves a sophisticated UHNW client base with personalized, high-touch service</li><li>Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management</li><li>Emphasizes professional development, mentorship, and continuous improvement</li></ul><p> </p><p><strong>About the Role:</strong></p><p>The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the day-to-day contact for a portfolio of UHNW clients</li><li>Execute requests promptly and with a high level of accuracy</li><li>Collaborate with firm leadership on bespoke planning and investment strategies</li><li>Serve as a guide and mentor to junior associates and analysts</li><li>Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning</li><li>Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)</li><li>Support new investment allocations, liquidity planning, and account structuring</li><li>Contribute to firm-wide initiatives and special projects</li></ul><p><br></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for a <strong>Client Service Associate </strong>at a <strong>Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Jose.</strong></p><p><br></p><p>Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in web calls and international banking support.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. </p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for an experienced Collections Specialist to join our team on a contract basis in Santa Clara, California. In this role, you will focus on managing accounts receivable and ensuring timely collection of outstanding balances. This position is ideal for someone who thrives in a fast-paced environment and has a strong background in commercial and consumer collections.<br><br>Responsibilities:<br>• Manage accounts receivable to ensure timely collection of outstanding balances.<br>• Perform thorough follow-ups with clients on overdue payments using effective communication strategies.<br>• Analyze and resolve billing discrepancies to maintain accurate financial records.<br>• Utilize tools such as FileMaker Pro and QuickBooks to streamline collection processes.<br>• Maintain detailed documentation of collection activities and payment arrangements.<br>• Collaborate with internal teams to address account issues and improve collection efficiency.<br>• Apply a detail-focused yet assertive approach to encourage timely payments.<br>• Identify and escalate complex collection issues to management as necessary.<br>• Monitor and report on collection metrics and progress to stakeholders.<br>• Ensure compliance with company policies and industry regulations during collection activities.
<p>We are looking for a dedicated Patient Registration Representative to join our team on a long-term contract basis in French Camp, California. This position is part time and can require some weekends. In this role, you will play a crucial part in ensuring accurate patient information, verifying insurance coverage, and guiding patients through registration processes. This position is ideal for individuals with experience in insurance verification and a passion for delivering exceptional service in a healthcare setting.</p><p><br></p><p>Responsibilities:</p><p>• Collect and input patient information into the hospital system, ensuring accuracy and completeness.</p><p>• Verify insurance coverage, including Medi-Cal eligibility, by checking ID cards and related records.</p><p>• Explain registration policies and procedures to patients and their families in a clear and precise manner.</p><p>• Match account numbers with appropriate financial codes to ensure proper billing and recordkeeping.</p><p>• Direct patients to the correct clinic, office, or treatment facility based on their needs.</p><p>• Maintain clinic appointment systems to ensure smooth scheduling and patient flow.</p><p>• Collaborate with other departments to address patient inquiries and resolve registration issues promptly.</p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Boutique RIA</strong>. This is a full-time permanent role based in <strong>Walnut Creek</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a collaborative, client-focused team where your work directly impacts clients’ financial journeys. The culture emphasizes curiosity, teamwork, and adaptability, offering opportunities to grow your skills, deepen expertise, and advance your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Assist clients with account updates, beneficiary changes, and transactions</li><li>Process wire transfers and rollover requests efficiently and securely</li><li>Respond to client inquiries and deliver personalized support</li><li>Manage client onboarding and maintain CRM records</li><li>Collaborate with advisors to align actions with client plans</li><li>Support the team with reports, presentations, and client materials</li><li>Uphold confidentiality and best practices for client information</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><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>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office.</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><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>
