<p>We are looking for a detail-oriented Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position requires expertise in managing complex billing processes, interpreting healthcare policies, and providing exceptional customer service to patients and clients. The ideal candidate will bring advanced knowledge of billing systems, claim administration, and financial operations to ensure accuracy and efficiency in all tasks.</p><p><br></p><p>Responsibilities:</p><p>• Handle specialized and intricate billing processes, including accounts receivable and appeals management.</p><p>• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.</p><p>• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.</p><p>• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.</p><p>• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.</p><p>• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.</p><p>• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.</p><p>• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.</p><p>• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.</p><p>• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.</p><p>For immediate consideration please contact Cortney at 209-225-2014</p>
<p><strong>Position:</strong> Medical Biller / Collections Specialist</p><p><strong>Location:</strong> Berkeley, CA</p><p><strong>Compensation:</strong> $30–$36/hour (DOE)</p><p><strong>Job Type:</strong> Contract</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a detail-oriented Medical Biller / Collections Specialist to support the revenue cycle operations of a healthcare organization in Berkeley. This role is responsible for insurance billing, accounts receivable follow-up, denial management, and collections activities to ensure timely reimbursement and account resolution. The ideal candidate has experience working with commercial insurance, Medicare, Medi-Cal, and managed care plans, along with a strong understanding of medical billing and collections processes. This contract opportunity is well suited for a results-driven professional who enjoys investigating claims, resolving payment issues, and improving revenue cycle performance.</p><p><strong>Responsibilities</strong></p><ul><li>Submit, review, and process medical claims while ensuring compliance with payer requirements, coding guidelines, and billing regulations.</li><li>Manage accounts receivable follow-up by researching unpaid claims, identifying denial trends, and pursuing timely reimbursement from insurance carriers.</li><li>Resolve claim denials, rejections, underpayments, and billing discrepancies through appeals, corrections, and payer communication.</li><li>Post insurance and patient payments, reconcile accounts, and maintain accurate documentation within billing and practice management systems.</li><li>Communicate with patients, providers, insurance representatives, and internal departments regarding account balances, payment arrangements, and billing inquiries.</li></ul><p><br></p>
We are looking for a customer-focused detail-oriented individual to support positive client interactions for a non-profit organization in Lathrop, California. This Long-term Contract opportunity is ideal for someone with at least 2 years of experience who can communicate clearly, resolve concerns efficiently, and deliver attentive service across email and other channels. The role suits a detail-oriented individual who is comfortable using Microsoft Office applications, applying basic math skills, and assisting both English- and Spanish-speaking customers.<br><br>Responsibilities:<br>• Respond to customer questions and service requests through email and other communication channels with professionalism and accuracy.<br>• Guide clients through routine issues, providing clear solutions that improve satisfaction and strengthen the overall customer experience.<br>• Maintain organized records of interactions, updates, and follow-up actions using standard office tools and internal tracking methods.<br>• Support Spanish-speaking customers by delivering clear communication and ensuring they receive timely assistance.<br>• Review customer information carefully, complete basic calculations when needed, and process service-related details with accuracy.<br>• Partner with internal team members to address concerns, share updates, and help create a consistent support experience.<br>• Monitor recurring customer issues and communicate trends or service gaps to help improve ongoing support processes.
<p><strong>About the Role</strong></p><p>We are seeking a detail-oriented <strong>Master Data Management (MDM) Analyst</strong> to support data integrity, reporting, pricing management, and supply chain operations for a leading healthcare organization in Palo Alto, California. This <strong>hybrid</strong> contract role is responsible for maintaining accurate master data, supporting ERP systems, managing pricing and vendor information, and delivering reporting and analytics that drive informed business decisions.</p><p><br></p><p>Working closely with Supply Chain, IT, Purchasing, Accounts Payable, and external vendors, this position plays a key role in supporting inventory management, supply chain automation, vendor management, recall processes, and cost-reduction initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for master data management activities, issue resolution, and data-related inquiries.</li><li>Create, update, maintain, and audit master data in accordance with established business rules and governance standards.</li><li>Ensure all master data requests are properly reviewed, approved, and documented.</li><li>Analyze, cleanse, and validate data to improve data quality and system accuracy.</li><li>Generate scheduled and ad hoc reports to support operational and strategic decision-making.</li><li>Collaborate with IT teams to resolve system issues, implement enhancements, and improve reporting functionality.</li><li>Maintain pricing files and pricing agreements to ensure alignment with contract terms.</li><li>Conduct pricing analysis and benchmarking to identify savings opportunities.</li><li>Support vendor management, recall management, inventory processes, and non-labor expense reduction initiatives.</li><li>Monitor key performance indicators (KPIs) and recommend process improvements that strengthen data governance and operational efficiency.</li><li>Educate end users on master data processes, standards, and best practices.</li></ul><p><br></p>
We are looking for a Medical Claims Representative to join our team in Pleasanton, California in a Contract to Permanent role. This position is ideal for someone with experience handling medical claims, billing activity, and insurance-related documentation in a fast-paced environment. The person in this role will support accurate claim review and member-related processing while communicating clearly with Spanish-speaking members and internal teams. Success in this position requires strong knowledge of medical terminology, benefit plans, and claims administration procedures.<br><br>Responsibilities:<br>• Review, evaluate, and process medical claims with close attention to accuracy, completeness, and applicable coverage details.<br>• Enter and maintain member, enrollment, beneficiary, and medical information within internal claims systems while following established procedures.<br>• Verify insurance details and confirm benefit eligibility to support timely and correct claim handling.<br>• Interpret billing information, coding details, and supporting documentation to determine appropriate claim outcomes.<br>• Communicate with members, providers, and internal partners regarding claim status, required documentation, and benefit-related questions.<br>• Assist Spanish-speaking members by providing clear and thorough support in both English and Spanish.<br>• Apply working knowledge of healthcare benefits, policies, and regulatory guidelines when reviewing claim activity.<br>• Escalate complex or legally sensitive claim matters to leadership when additional review or direction is needed.
We are looking for a Customer Service Representative to support lot operations and deliver a positive experience for every visitor. This Contract position combines customer-facing service with day-to-day coordination of vehicle flow, lot presentation, and team support. The ideal candidate is comfortable working in an active outdoor environment, communicates clearly, and helps maintain a safe and orderly site.<br><br>Responsibilities:<br>• Coordinate daily lot activity by guiding staff assignments, overseeing vehicle movement, and helping keep the area clean and well organized.<br>• Welcome customers upon arrival, provide clear directions, respond to questions, and create a detail-focused and friendly experience.<br>• Promote a safe environment by following site procedures, reinforcing operating standards, and addressing issues as they arise.<br>• Manage parking availability and traffic patterns to support efficient entry, exit, and overall lot flow.<br>• Handle customer concerns effectively, using sound judgment to resolve issues quickly.<br>• Inspect lot equipment and surrounding areas regularly, reporting maintenance needs or safety concerns promptly.<br>• Support onboarding and coaching for new team members to encourage consistent service and operational practices.<br>• Maintain accurate daily records related to lot usage, attendance, and other operational activities.
<p>Robert Half is working to support our client with an exciting event at Coyote Point. This is a one day event for 4.5 hours starting at 2:30PM. Your job is to ensure a smooth registration process for guests. Personability is huge! The goal is to have the guests from start to finish have a great experience. If interested, apply now! No interview process!</p><p><br></p><p>Duties: Greeting guests, scanning tickets, selling tickets via box office, etc. Candidates will be using iPhone scanners. Overall, very simple role!</p>
<p><strong>Customer Service Representative</strong></p><p><strong>Job Description:</strong></p><p>We are looking for a Customer Service Representative to serve as the primary point of contact for customers, providing product or service information and resolving issues efficiently. This role is ideal for someone who is empathetic, solutions-oriented, and service-driven.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer incoming calls, emails, and chat inquiries from customers</li><li>Resolve customer concerns related to orders, billing, accounts, or services</li><li>Document interactions in CRM or ticketing systems</li><li>Escalate complex issues to the appropriate team members</li><li>Maintain a high level of professionalism and customer satisfaction</li></ul>
We are looking for a Customer Service Representative to support a busy sales and client service operation in San Francisco, California. This Long-term Contract position is ideal for someone who communicates clearly, stays organized under pressure, and enjoys helping both customers and internal teams in a fast-moving environment. The role focuses on order coordination, customer updates, and day-to-day sales support, making it a strong fit for someone who can manage competing priorities while maintaining accuracy and professionalism.<br><br>Responsibilities:<br>• Prepare pricing information and quotations for the sales team, ensuring details are accurate and delivered in a timely manner.<br>• Track customer orders and vendor commitments closely to help maintain smooth fulfillment and availability.<br>• Provide clients with timely updates regarding order progress, delivery timing, and related service questions.<br>• Address order discrepancies and shipping concerns by coordinating with sales partners, vendors, and leadership to reach effective solutions.<br>• Enter and maintain order information within company systems with a strong focus on accuracy and completeness.<br>• Respond to inbound customer inquiries professionally and assist with outbound follow-up as needed to support service and sales activities.<br>• Prioritize multiple requests at once while keeping tasks organized and moving them through completion.<br>• Contribute to a team-oriented workplace by sharing responsibilities and adapting to changing workload demands.
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Contract assignment in San Leandro, California. This short-term opportunity is ideal for someone who is organized, adaptable, and comfortable working onsite in a manufacturing environment. In this role, you will help keep daily department activities running smoothly so core team members can stay focused on priority initiatives.<br><br>Responsibilities:<br>• Support day-to-day office and customer service activities by managing routine administrative work and maintaining organized records.<br>• Prepare, update, and format business documents, emails, and spreadsheets using Microsoft Outlook, Word, and Excel.<br>• Assist the customer service team with overflow assignments and follow-up tasks to improve response times and workflow efficiency.<br>• Enter and maintain accurate information in department files, trackers, and other internal documentation.<br>• Coordinate communications with internal contacts and external parties as needed to keep requests moving forward.<br>• Contribute to a cooperative team environment by stepping in where needed and adjusting to changing daily priorities.
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Job Title: Client Operations Specialist </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $75-80k + Bonus</strong></p><p> </p><p>Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. <strong>If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role,</strong> this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and <strong>offers real potential for career advancement.</strong></p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
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.<br><br>Responsibilities:<br>• Review resident files related to admissions, transfers, and discharges to confirm completeness, accuracy, and adherence to healthcare regulations.<br>• Examine clinical materials such as physician documentation, medication administration records, laboratory results, charts, and treatment notes for consistency and proper filing.<br>• Work closely with nurses, physicians, and outside care providers to gather outstanding records and ensure required documentation is received promptly.<br>• Maintain orderly paper and electronic record systems and update information accurately within the organization's EHR platform.<br>• Investigate documentation issues, correct record discrepancies, and support reporting activities tied to compliance and health information management.<br>• Assist with coding-related record review and help prepare documentation for audits, inspections, and internal quality checks.
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p>We are looking for an experienced Medical Biller and collections specialist to support coding accuracy, reimbursement follow-up, and account resolution for outpatient services in Fremont, California. This Long-term Contract position is ideal for someone with a strong background in medical coding and collections who can manage claims activity with precision while helping maintain steady revenue cycle performance. The role requires close attention to encounter documentation, payer requirements, and timely collection efforts across insurance, commercial, and patient accounts.</p><p><br></p><p>Responsibilities:</p><p>• Review outpatient encounters and related documentation to assign accurate medical codes using current ICD-10 and CPT guidelines.</p><p>• Prepare, evaluate, and correct claim details to support clean submission and reduce billing errors or payment delays.</p><p>• Follow up on outstanding balances with commercial insurers, workers’ compensation carriers, and patients to drive timely account resolution.</p><p>• Investigate denials, underpayments, and rejected claims, then take appropriate action to secure reimbursement.</p><p>• Maintain complete and organized encounter forms and billing records to support coding integrity and audit readiness.</p><p>• Communicate with internal teams and external payers to clarify coding, billing, and collection issues affecting payment status.</p><p>• Monitor aging accounts and prioritize collection activity based on payer response, account history, and reimbursement potential.</p><p>• Apply certified coding knowledge to ensure services are documented and billed in accordance with regulatory and payer standards.</p><p><br></p><p>If you are interested, please apply today! </p>
<p><strong>Job Title:</strong> Medical Biller</p><p><strong>Job Summary:</strong></p><p>The Medical Biller is responsible for preparing, submitting, and following up on medical claims to insurance companies, government payers, and patients to ensure accurate and timely reimbursement. Based on general knowledge.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Review patient records and billing information for accuracy and completeness. Based on general knowledge.</li><li>Prepare and submit medical claims to insurance carriers and other payers. Based on general knowledge.</li><li>Verify coding, charges, and supporting documentation before claim submission. Based on general knowledge.</li><li>Follow up on unpaid, denied, or rejected claims and resolve billing issues. Based on general knowledge.</li><li>Post payments, adjustments, and insurance remittances accurately. Based on general knowledge.</li><li>Communicate with insurance companies, patients, and internal staff regarding billing questions and account status. Based on general knowledge.</li><li>Maintain patient billing records and ensure compliance with privacy and billing regulations. Based on general knowledge.</li><li>Assist with account reconciliation, collections, and reporting as needed. Based on general knowledge.</li></ul><p><br></p>
<p><strong>Position: </strong>Patient Access Representative</p><p><strong>Location:</strong> Oakland, CA</p><p><strong>Compensation:</strong> $24–$32/hour (DOE)</p><p><strong>Job Type:</strong> Contract</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a Patient Access Representative to support a healthcare organization in Oakland. This role serves as a key point of contact for patients, providers, and internal departments, helping ensure a seamless patient experience from registration through appointment completion. The ideal candidate is customer-focused, detail-oriented, and experienced in handling insurance verification, patient registration, scheduling, and administrative support in a healthcare setting. This contract opportunity is well-suited for someone who enjoys helping patients navigate the healthcare process while maintaining accuracy and compliance.</p><p><strong>Responsibilities</strong></p><ul><li>Serve as the first point of contact for patients by answering phones, greeting visitors, scheduling appointments, and providing exceptional customer service.</li><li>Verify insurance eligibility, benefits, authorizations, and patient demographic information to ensure accurate registration and billing processes.</li><li>Process patient registrations, maintain electronic medical records, obtain required documentation, and ensure data accuracy within healthcare systems.</li><li>Coordinate with providers, insurance companies, and internal departments to resolve authorization issues, coverage questions, and patient account discrepancies.</li><li>Maintain compliance with HIPAA regulations and organizational policies while documenting patient interactions and supporting daily administrative operations.</li></ul><p><br></p>
<p>Job Summary</p><p>We are seeking a compassionate and organized Medical Receptionist to provide exceptional front-office support in a healthcare setting. The ideal candidate will greet patients, schedule appointments, manage patient records, and ensure a positive experience for patients and visitors.</p><p>Key Responsibilities</p><ul><li>Welcome patients and visitors in a professional and courteous manner.</li><li>Schedule appointments and manage provider calendars.</li><li>Answer phone calls and respond to patient inquiries.</li><li>Verify patient information, insurance details, and update medical records.</li><li>Process patient check-in/check-out and collect payments as required.</li><li>Maintain confidentiality and comply with privacy regulations.</li><li>Provide administrative support to clinical staff as needed.</li></ul><p><br></p>
<p>We are seeking a compassionate and organized Medical Receptionist to provide exceptional front-office support in a healthcare setting. The ideal candidate will greet patients, schedule appointments, manage patient records, and ensure a positive experience for patients and visitors.</p><p>Key Responsibilities</p><ul><li>Welcome patients and visitors in a professional and courteous manner.</li><li>Schedule appointments and manage provider calendars.</li><li>Answer phone calls and respond to patient inquiries.</li><li>Verify patient information, insurance details, and update medical records.</li><li>Process patient check-in/check-out and collect payments as required.</li><li>Maintain confidentiality and comply with privacy regulations.</li><li>Provide administrative support to clinical staff as needed.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Services Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus</strong></p><p> </p><p>Join a <strong>well-established, growth-oriented wealth management firm</strong> known for its <strong>client-first culture</strong>, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to <strong>financial advisors, firm leadership, and high-net-worth clients</strong>.</p><p> </p><p>The firm offers a <strong>flexible hybrid schedule</strong>, strong mentorship, ongoing professional development, <strong>internal growth opportunities</strong>, <strong>bonus potential</strong>, retirement contributions, and employee financial planning benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Patient Admin Specialist (PAS) to support front-desk operations and patient registration activities in an outpatient clinic in Newark, California. This Long-term Contract position plays an important role in creating a smooth patient experience by coordinating appointments, assisting with scheduling needs, and handling essential administrative work. The ideal candidate is organized, service-focused, and comfortable managing multiple tasks while communicating effectively with patients, providers, and clinic staff.<br><br>Responsibilities:<br>• Welcome patients at the front desk, guide them through check-in and check-out, and address routine questions related to appointments, billing, and scheduling.<br>• Coordinate new patient intake and assist with surgery scheduling to help maintain efficient clinic flow and timely access to care.<br>• Work closely with providers and internal teams to align appointment calendars with clinical preferences and respond appropriately to urgent scheduling needs.<br>• Support patient and physician communication by using approved reference materials, office tools, and documentation systems.<br>• Handle day-to-day clerical duties such as maintaining records, updating internal databases and directories, and completing required administrative forms.<br>• Respond to non-clinical inquiries received through CRM platforms and patient messaging channels, escalating issues when additional support is needed.<br>• Manage incoming and outgoing office documents, including faxes, mail, and clinic files, to ensure accurate processing and record retention.<br>• Contribute to a high standard of service by maintaining professionalism, accuracy, and responsiveness in daily clinic operations.
We are looking for a Client Services Coordinator to support a high-touch wealth management environment in Walnut Creek, California. This role is ideal for someone who enjoys building strong client relationships, coordinating detailed account activity, and ensuring a seamless service experience for high-net-worth individuals and families. The position works closely with advisors and operational partners to keep client requests moving efficiently and accurately.<br><br>Responsibilities:<br>• Work alongside Wealth Advisors to deliver responsive, personalized support for high-net-worth clients and their households.<br>• Coordinate new client setup, account establishment, and ongoing updates for a range of account structures, including retirement and trust accounts.<br>• Handle transfer requests, cash disbursements, required minimum distributions, and charitable distribution activity in a timely manner.<br>• Prepare, review, and submit custodian forms and client documents while maintaining strong attention to detail throughout each transaction.<br>• Support advisor meetings by assembling portfolio materials, organizing performance information, and helping produce quarterly client reporting.<br>• Keep client information current in Salesforce and contribute to accurate recordkeeping across service and account data.<br>• Partner with advisors, custodians, and internal support teams to resolve service requests and maintain a smooth client experience.
<p><strong>Position: </strong>Medical Front Desk Coordinator</p><p><strong>Location:</strong> San Leandro, CA</p><p><strong>Compensation:</strong> $25–$35/hour (DOE)</p><p><strong>Job Type:</strong> Contract</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a friendly, organized, and patient-focused Medical Front Desk Coordinator to support the daily operations of a busy healthcare practice in San Leandro. This role serves as the first point of contact for patients and visitors, helping create a positive experience while ensuring the smooth flow of appointments, registrations, and administrative processes. The ideal candidate has prior medical office experience, strong customer service skills, and the ability to multitask in a fast-paced environment. This contract opportunity is ideal for someone who enjoys working directly with patients and contributing to high-quality care delivery.</p><p><strong>Responsibilities</strong></p><ul><li>Greet patients, visitors, and vendors while providing professional and compassionate customer service in person and over the phone.</li><li>Schedule, confirm, and manage patient appointments while maintaining provider calendars and coordinating patient flow.</li><li>Verify insurance eligibility, collect patient demographics, obtain required documentation, and accurately update electronic medical records.</li><li>Answer incoming calls, respond to patient inquiries, route messages appropriately, and assist with referrals, authorizations, and follow-up appointments.</li><li>Process patient check-in and check-out procedures, collect copays, maintain accurate records, and support daily front office operations.</li></ul><p><br></p>
<p><strong>Customer Service Admin</strong></p><p><strong>Job Description:</strong></p><p>We are hiring a Customer Service Admin to provide administrative and customer support to ensure efficient daily operations. This position combines customer communication with clerical and scheduling responsibilities.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone and email</li><li>Maintain customer records, files, and service documentation</li><li>Assist with scheduling, reporting, and data entry tasks</li><li>Support order tracking, invoicing, and issue resolution</li><li>Collaborate with internal departments to ensure customer satisfaction</li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Looking to take your wealth management career beyond the traditional client service role?</strong></p><p><br></p><p>This is an opportunity to join a highly respected boutique advisory firm that partners with <strong>founders, elite investors, and billionaire multi-generational families</strong> to build and operate sophisticated single-family offices.</p><p><br></p><p><strong>100% Remote</strong> (Hybrid office option available in San Francisco)</p><p><strong>Competitive Base + Discretionary Bonus (15–30%)</strong></p><p><strong>Unlimited PTO | 401(k) Match | Excellent Benefits</strong></p><p><br></p><p>This isn't just another client service position.</p><p>You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.</p>
<p>We are looking for a Customer Support Admin to provide responsive front-line assistance for users and help resolve everyday technical issues in a detail-oriented and efficient manner. This Long-term Contract position is based fully remote and is ideal for someone who communicates clearly, stays organized, and approaches problems with sound judgment. The role combines hands-on customer support, accurate recordkeeping, and thorough documentation to ensure a reliable support experience.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle protected health information (PHI) and sensitive practice data </li><li>Enter and update customer records </li><li>Draft concise, empathetic, jargon-free email updates to customers </li><li>Track progress and maintain accurate case notes</li><li>Flag missing information or process gaps for manager review </li><li>De-escalate frustrated customers with professionalism and empathy </li></ul>