43 results for Member Services Representative in Mountain View, CA

Member Services Representative We are offering a long-term contract employment opportunity for a Member Services Representative in Sunnyvale, California. This role is situated within the financial industry and will not be remote. In this position, you will be required to handle cash and provide services akin to those provided by establishments like Starbucks. Responsibilities: • Accurately process member transactions such as deposits, withdrawals, account transfers, loan payments, cash advances, and more. • Actively cross-sell Credit Union products and services to meet member’s needs. • Maintain, safeguard, and balance cash drawer and all negotiable instruments. • Respond to basic member inquiries regarding Credit Union products, services, policies, procedures, and general financial institution processes. • Prepare the branch for daily opening and closing procedures. • Handle stop payment requests, completion of CTRs, member password updates, statement copy requests, cross-member transfer requests, and wire requests. • Process daily night depository items. • Assist other branches and departments as needed. • Manage sub-account openings, IRA contributions, address change requests, check order requests, account closures, and issuance of Cashier Checks. • Maintain a strong service culture by providing excellent internal and member service. • Adapt to a fast-paced environment while handling multiple tasks and competing priorities. • Demonstrate proficiency with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.

Bank Teller Position Overview: We are seeking a dedicated and customer-focused individual to join our team as a Bank Teller / Member Services Representative. This role is pivotal in delivering exceptional service to our clients while performing a variety of financial transactions accurately and efficiently.Key Responsibilities:<ul><li>Provide exceptional customer service to clients by promptly and courteously addressing their inquiries, concerns, and transactional needs.</li><li>Process a variety of financial transactions, including deposits, withdrawals, transfers, and loan payments, accurately and efficiently.</li><li>Educate clients on various banking products and services, assisting them in selecting the appropriate solutions to meet their financial goals.</li><li>Handle cash transactions with precision, ensuring compliance with banking regulations and security procedures.</li><li>Balance cash drawers and reconcile transactions at the end of each shift to maintain accuracy and accountability.</li><li>Promote and cross-sell bank products and services to meet established goals and enhance the overall customer relationship.</li><li>Assist clients with account inquiries, account maintenance, and online banking services.</li><li>Adhere to all regulatory requirements, policies, and procedures to ensure compliance and mitigate risk.</li></ul>

Customer Service Representative We are expanding our team in Hollister, California, and are looking for a Customer Service Representative to join us on-site. In this role, you will be the first point of contact for our clients, ensuring they have an exceptional customer service experience. Your main duties will include welcoming guests, scheduling and managing appointments, and handling a variety of administrative tasks. Responsibilities: • Welcome guests upon their arrival at our premises and guide them to the appropriate sales representative • Schedule and coordinate appointments for clients • Manage administrative tasks such as contacting food truck companies and gathering quotes • Ensure snacks and bottled water are available for guests • Record customer interactions through Salesforce and Microsoft Outlook • Maintain a detail-oriented appearance in line with our dress code, which includes wearing a neat shirt, slacks, and closed-toe shoes • Show adaptability and flexibility in various situations • Enjoy interacting with the public and consistently provide excellent customer service • Monitor customer accounts and take necessary action when required • Process customer credit applications accurately and efficiently • Keep accurate records of customer credit.

Customer Care Representative We are offering a long-term temporary opportunity for a Customer Care Representative within the construction industry in Mountain House, California. This role involves managing customer relations, coordinating with construction staff, and overseeing the completion of tasks related to new home developments. Responsibilities: • Supervise the repair tasks performed by subcontractors post handover of the homes to homeowners.• Conduct thorough checks of homes, creating a detailed list of tasks for construction prior to delivering the home to the customer.• Manage the operation of walk-through repairs in coordination with construction staff and contractors, ensuring completion within a stipulated timeframe.• Schedule home inspections with homeowners, evaluate routine warranty claims and ensure all service requests are completed within a given period.• Provide timely and accurate updates to the Customer Care Manager regarding progress and scopes of work.• Maintain a positive relationship with homeowners by providing detail oriented, timely, and services.• Evaluate the performance of subcontractors and the quality of materials used, updating the Customer Service Manager accordingly.• Participate in the emergency on-call rotation service schedule.• Work cooperatively with the Customer Service Manager on special projects as needed.• Attend and participate in department meetings regularly.• Maintain meticulous service request logs and documentation of all work performed. Please call 209.279.5269 for immediate consideration

Customer Care Representative Robert Half's Homebuilder client in Dublin, CA is in need of a Customer Care Representative for their new development that is coming soon! ESSENTIAL DUTIES AND RESPONSIBILITIES: 1. Pre-walk homesites to provide punchlist for construction to delivery of home to customer; provide quality control of finished product.2. Conduct homeowner walk-throughs, acquainting homeowner with operation of appliances, heating/cooling systems, maintenance of home, etc.3. Coordinate with the Construction Department staff and contractors in the completion of walk-through repairs within five (5) days.4. Schedule and supervise subcontractor repairs in homes after delivery to homeowner.5. Schedule inspections with homeowners, assess routine warranty claims and follow through to completion all service requests within seven (7) days.6. Provide accurate and timely information to Customer Care Manager on progress and scopes of work.7. Maintain positive homeowner relations, provide homeowner with knowledgeable, timely and professional service.8. Evaluate subcontractor and product performance. Provide on going information to Customer Service Manager as it relates to quality of workmanship and materials.9. Participate in emergency on call rotation service schedule.10. Work with Customer Service Manager on special projects as needed.11. Participate and attend department meetings.12. Keep accurate service request logs and documentation of all work performed. Homebuilder/Construction experience is a plus, but not required. If you are interested in this opportunity, submit your resume today!

Guest Services Representative We are offering a 6-month contract employment opportunity for a Guest Services Representative in Palo Alto, California. Working in the healthcare industry, you will serve as a non-clinical liaison, providing exceptional customer service to patients, their families, and visitors while ensuring adherence to safety and quality programs. The schedule is Tuesdays through Friday 8:30 am – 5 pm and Saturday from 2 pm to 10:30 pm. Responsibilities:· Serve as a non-clinical liaison to assist patients before, during, and after their visits.· Greet and guide patients, families, and visitors throughout the hospital and clinics.· Schedule and manage appointments while providing clear instructions and directions.· Respond to patient concerns, escalating issues as necessary.· Assist with transportation information, including hospital shuttles and local services.· Support patient experience initiatives by offering emotional support and practical assistance.· Communicate patient and guest needs to appropriate departments.· Facilitate wayfinding, concierge services, and delivery of guest amenities.· Maintain sensitivity and confidentiality in all interactions.· Manage site-specific navigation needs in areas like emergency departments and surgical units.

Customer Service: Administrative Associate We are in the search for a Customer Service Administrative Assistant to a food industry manufacturing team located in San Leandro, California. In this role, you will assist with customer inquiries, maintain customer records, and assist with data entry and general administrative support. This contract is a fully onsite position, Monday-Friday 8AM-5PM. Duration is likely 3-6months.Pay is $25 an hourThe ideal candidate will assist with various administrative tasks, including:<ul><li>Managing incoming communications (phone calls, emails, etc.)</li><li>Organizing and maintaining files and records- Primarily in MS Excel and Oracle</li><li>Data entry and database management</li><li>Assisting with project coordination and reporting</li><li>Providing general office support to our Customer Service Representatives as needed </li></ul> Responsibilities: • Handle and resolve customer inquiries effectively• Monitor customer accounts and execute appropriate actions when necessary• Use your computer skills to manage computer-related issues and create Excel reports• Display excellent time management and rapidly switch between tasks amidst shifting priorities• Engage and listen attentively to our partners, making them feel comfortable and addressing their needs• Commit to delivering on your promises to customers and team members, always finding alternative paths to exceed expectations• Show a high level of reliability, commitment, and attendance• Make work enjoyable by adding a fun element to your daily tasks.

Client Service Associate - San Ramon **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Our client is a well-established fiduciary investment advisory firm dedicated to providing personalized retirement planning and investment management services. With a focus on long-term strategies, they tailor financial solutions to meet each client’s unique needs while maintaining a strong commitment to acting in their best interests. Over the years, the firm has built lasting relationships through a client-first approach and continues to grow its presence in the industry. We are looking for a Client Services Representative to join their well-established RIA firm. Key Responsibilities:<ul><li>Prepare reports, memos, and correspondence using Word and Excel.</li><li>Track and manage client communications within the Client Relationship Management (CRM) system.</li><li>Review and prioritize incoming emails, voicemails, and correspondence to ensure timely responses.</li><li>Organize and maintain records, reports, and documents in the firm’s electronic document management system (Laserfiche).</li><li>Communicate directly with clients regarding account requests, document preparation, and information gathering.</li><li>Coordinate with custodians to process account forms, transfers, deposits, and withdrawals.</li><li>Ensure timely completion of client paperwork while adhering to deadlines and compliance requirements.</li><li>Assist with client meeting preparation and follow-up.</li><li>Maintain up-to-date client records and information within internal systems.</li><li>Provide general administrative and operational support to the team and a Partner.</li></ul>

Customer Navigator We are searching for a dedicated Customer Navigator to join our healthcare team in Palo Alto, California. In this role, you will be the first point of contact for patients and their families, providing exceptional customer service both in person and over the phone. You will also be responsible for managing appointments, aiding in navigation of services, and responding to patient complaints. Responsibilities: • Offer guidance and support to patients and their families, ensuring a positive and seamless experience within our healthcare system. • Manage and schedule appointments for patients, ensuring a smooth and efficient process. • Communicate effectively with patients, families, and visitors, providing clear instructions and information about our services and facilities. • Act as a liaison between patients and our healthcare team, facilitating communication and understanding. • Respond promptly and professionally to patient complaints, implementing solutions and improvements where necessary. • Provide navigation assistance to patients and their families, helping them access the right services and organizations. • Maintain confidentiality and abide by ethical standards, ensuring patient rights are respected at all times. • Supervise volunteers, providing guidance and leadership to ensure a high level of service is maintained. • Adhere to safety and quality programs, sustaining compliance with National Patient Safety Goals. • Utilize Microsoft Excel and Word to maintain accurate patient records and manage scheduling. This position offers a long term contract employment opportunity.

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate. In this role, you will be responsible for a variety of office duties including hospitality, reception, and repro mail. You will also be expected to provide excellent customer service, maintain accurate records, and handle office equipment effectively. Responsibilities: • Manage reception duties such as answering phone calls and interacting with customers • Oversee office services including copy, print, scan, and binding repro • Handle food setup in conference rooms and kitchen, ensuring cleanliness and order • Ensure that dirty dishes are placed in the dishwasher at the end of the day and are taken out the next morning • Manage postage on mail, coordinating delivery and pickup with FedEx • Travel for assistance when required • Maintain a detail-oriented demeanor under pressure and exhibit a proactive approach in interactions • Ensure customer-oriented service and presentability during interactions • Ensure the office environment is kept organized and efficient • Maintain accurate logs and records of office activities and customer interactions.

Office Services Associate We are offering a short-term contract employment opportunity for an Office Services Associate in San Francisco, CA. This role operates within the industry, focusing on a variety of office services functions. The position involves client interaction, as the workplace is a location where clients visit frequently. Responsibilities:• Handle copy, print, and scan jobs, ensuring efficient and accurate completion • Crosstrain in various areas to diversify skillset and enhance service provision • Maintain a client-facing role, ensuring detail oriented and courteous interaction with customers • Collaborate with a small team to ensure smooth operations at the site • Report to the supervisor, maintaining open and detail-oriented communication • Utilize digital and paper-based systems for reprographic and mail services • Support in hosting events, ensuring detail-oriented presentation and organization • Adhere to and implement back-office procedures to maintain client satisfaction • Handle sensitive and confidential documents and information with care and discretion • Solve problems independently, escalating to a supervisory level when necessary • Work well in a fast-paced environment, managing time effectively to meet deadlines • Maintain a positive, can-do attitude, contributing to a harmonious team environment.

Office Services Associate We are offering a long term contract employment opportunity for an Office Services Associate. This role is primarily focused on providing back-office services in a dynamic environment. Responsibilities: • Efficiently process and manage reprographics copy and mail services in both physical and digital settings • Provide support for services in hospitality facilities, audio/visual reception, and other service lines as required • Uphold detail-oriented communication via phone and email, adhering to established etiquette standards • Maintain accurate logs for all office services work and ensure job tickets are appropriately filled out prior to beginning work • Prioritize workflow and execute tasks in accordance with established procedures • Troubleshoot basic equipment problems and place service calls when necessary • Interact with clients in person, over the phone, or electronically, delivering exceptional customer service • Handle sensitive and/or confidential documents and information with discretion • Contribute to a team environment, interacting effectively with diverse backgrounds • Adhere to policies and procedures, making independent decisions that align with business needs and policy • Ensure the quality assurance of own and others' work, meeting deadlines and delivering all work in a timely manner.

Senior Client Service Associate *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.Responsibilities: <ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Customer Navigator We are offering a short term contract employment opportunity for a Customer Navigator situated in Palo Alto, California. The chosen applicant will be actively involved in the healthcare industry, providing top-notch customer service to patients and their families. This role requires a high level of interaction with clients, both in person and over the phone, and includes responsibilities such as managing appointments, assisting with navigation, and responding to patient complaints. Responsibilities: • Act as a non-clinical liaison for patients, assisting them with all their needs before, during, and after their encounter with the medical facility.• Interface with patients, their families, and visitors upon arrival at the hospital and clinics, offering assistance and providing clear, concise instructions.• Facilitate the scheduling of physician appointments and other necessary patient care during in-patient and out-patient stays.• Handle transportation-related queries by providing information about campus shuttles to guests.• Communicate patient and guest concerns to the appropriate department for effective resolution.• Manage and monitor patient appointments, ensuring all scheduled meetings occur as planned.• Adhere to and promote compliance with the healthcare system's standards and requirements.• Provide guidance and supervision to a team of volunteers, ensuring smooth operations.• Use Microsoft Word and Excel to maintain accurate customer records and manage scheduling.• Employ strong leadership skills to foster a team environment and maintain high service quality.

Call Center Specialist We are in search of a Call Center Specialist to join our team in the Government sector, based in Oakland, California. As a Call Center Specialist, you will be tasked with a variety of clerical and data entry duties, as well as front desk reception tasks. This is a 60 day contract employment opportunity. 100% onsite in downtown Oakland, CA. Work hours are Monday-Friday, 9AM to 6PM. Responsibilities: • Handle front desk reception duties including mail delivery and retrieval• Execute a high volume of data entry tasks• Organize and fulfil copy and print requests• Assist with food order arrangements• Provide clerical support as needed• Manage office recovery and clean-up post meetings.

Senior Client Service Associate **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service AssociateEmployment Type: Full-TimeLocation: Walnut Creek; 5 days on siteSalary: $80-120k + bonus A well-established Wealth Management (RIA) firm is seeking a full-time experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential clients. Join a dynamic, collaborative team that values teamwork and client success! Responsibilities:<ul><li>Working closely with financial advisors to facilitate a smooth onboarding process for new clients.</li><li>Coordinating and managing client and prospect meetings, including scheduling, preparation, and follow-up.</li><li>Maintaining and updating CRM systems to ensure accurate client and prospect records.</li><li>Attending client meetings under the guidance and supervision of a financial advisor.</li><li>Handling client service tasks such as collecting financial planning information, managing account setup and maintenance, and addressing inquiries.</li><li>Engaging and contributing to team meetings and discussions.</li></ul>

Front Desk/Receptionist - Recent Grad Encouraged to Apply Job Description: Front Desk Coordinator We are seeking a friendly, organized, and professional Front Desk Coordinator with 1-3 years of experience to be the first point of contact for our office. In this role, you will manage front desk operations, provide exceptional customer service, and ensure a welcoming environment for visitors and staff. You will also support administrative tasks to help streamline office efficiency.Key Responsibilities:<ul><li>Greet and assist visitors, clients, and staff with professionalism and a positive attitude.</li><li>Answer and direct phone calls, emails, and inquiries to the appropriate departments.</li><li>Maintain the reception area, ensuring it is clean, organized, and stocked with supplies.</li><li>Coordinate appointments, meeting room schedules, and other office activities.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Provide administrative support, including data entry, filing, and other clerical duties as assigned.</li><li>Serve as a resource for general office information and assist with employee requests when needed.</li></ul>

Temporary Dental Front Desk Robert Half has an immediate need for a Front Desk Administrator for a dentist's office in San Carlos. Our client is a small, friendly, and patient-focused dental practice committed to providing high-quality dental care in a welcoming and comfortable environment. Their team is looking for a customer focused Front Desk Receptionist to be the first point of contact for our patients and ensure smooth operations at the front office. Please find the duties below and if interested, apply now. Our client is looking for immediate support. Do not wait, apply now! Responsibilities: <ul><li>Greet patients warmly, manage appointment scheduling, and handle phone inquiries with professionalism and care</li><li>Provide exceptional customer service and create a welcoming atmosphere for patients</li><li>Manage patient records, handle billing and insurance processing, and ensure smooth office operations</li></ul>

Front Desk/Receptionist - Recent Grad Encouraged to Apply Job Description: Front Desk Coordinator We are seeking a friendly, organized, and professional Front Desk Coordinator with 1-3 years of experience to be the first point of contact for our office. In this role, you will manage front desk operations, provide exceptional customer service, and ensure a welcoming environment for visitors and staff. You will also support administrative tasks to help streamline office efficiency.Key Responsibilities:<ul><li>Greet and assist visitors, clients, and staff with professionalism and a positive attitude.</li><li>Answer and direct phone calls, emails, and inquiries to the appropriate departments.</li><li>Maintain the reception area, ensuring it is clean, organized, and stocked with supplies.</li><li>Coordinate appointments, meeting room schedules, and other office activities.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Provide administrative support, including data entry, filing, and other clerical duties as assigned.</li><li>Serve as a resource for general office information and assist with employee requests when needed.</li></ul>

Bilingual Receptionist Bilingual Receptionist with fluency in required languages, English and Spanish or Cantonese to join our client’s team. This is a fantastic opportunity to play a vital role in creating a welcoming environment while showcasing your language and administrative expertise. Key Responsibilities:<ul><li>Professionally greet and assist visitors, clients, and employees, ensuring a positive first impression.</li><li>Handle and direct incoming phone calls, emails, and other inquiries in multiple languages with efficiency and accuracy.</li><li>Maintain a neat and organized front desk and reception area.</li><li>Schedule appointments, manage calendars, and ensure timely communication with stakeholders.</li><li>Provide accurate information about company products, services, or policies to customers in both languages.</li><li>Assist with administrative tasks, including data entry, filing, and record-keeping, to support various departments.</li><li>Coordinate mail distribution and courier services as needed.</li></ul>

Collections Specialist (AR) Position Overview:The Collections Specialist will be responsible for managing customer accounts, overseeing accounts receivable activity, and ensuring timely collection of outstanding invoices. The ideal candidate will possess strong communication, negotiation, and problem-solving skills, with an in-depth understanding of collections processes, systems, and best practices. Key Responsibilities:<ul><li>Monitor and manage accounts receivable to ensure timely payment of outstanding invoices</li><li>Conduct a high volume of outbound calls and send email correspondence to customers to resolve overdue accounts and collect payments</li><li>Investigate and resolve billing discrepancies in collaboration with customers and internal departments.</li><li>Prepare, analyze, and deliver detailed aging reports and summaries to management on account statuses</li><li>Maintain accurate and detailed records of all collection communications in the company's financial systems</li><li>Negotiate and establish payment plans, as necessary, to facilitate collections and reduce delinquencies.</li><li>Respond promptly to customer inquiries and concerns regarding account balances and billing issues.</li><li>Collaborate with teams such as sales, customer service, and accounting to address disputes and improve the collection process.</li><li>Support month-end and quarter-end activities, ensuring all receivables are reconciled correctly.</li><li>Recommend accounts for write-offs and coordinate with management on recovery efforts where applicable.</li><li>Maintain a high degree of professionalism, ethical communication and confidentiality both internally and with customers</li></ul>

Front Office Receptionist As the Front Office Receptionist, you will play a critical role in creating a welcoming atmosphere for clients, customers, and visitors. You’ll manage daily administrative tasks, coordinate front desk activities, and support other team members with operational needs.Key Responsibilities<ul><li>Greet visitors and clients: Ensure all guests are welcomed with professionalism, warmth, and efficiency.</li><li>Answer and redirect calls: Manage phone systems by fielding inbound inquiries and transferring calls to the appropriate department promptly.</li><li>Calendar management: Schedule meetings, appointments, and conference room bookings for staff.</li><li>Maintain office supplies: Ensure the front office is fully stocked and organized with necessary supplies like stationary, snacks, and brochures.</li><li>Support administrative tasks: Handle data entry, basic record keeping, and documentation when needed.</li><li>Communication coordination: Manage correspondence via email, phone, and mail, ensuring timely responses and deliveries.</li></ul>

Front Desk Coordinator We are seeking a Front Desk Coordinator to join our team in San Jose, California. This role involves managing reception duties in a detail-oriented and welcoming manner, maintaining cleanliness in common areas, handling office equipment, and managing visitor requests and incoming mail. It also requires maintaining an efficient filing system and restocking office supplies as needed. This role offers a short term contract employment opportunity. Responsibilities • Greet and assist visitors, ensuring a warm and friendly atmosphere • Handle incoming phone calls, providing polite and prompt responses • Continually keep the reception area and all common spaces neat and well-organized • Operate office equipment such as fax machines, copiers, and computers regularly • Manage accurate and detailed records of visitor requests and received calls • Accept and sort deliveries, distribute incoming mail in a timely manner • Monitor office supplies, restocking as necessary to maintain adequate inventory • Maintain an efficient and organized office filing system, ensuring easy access to documents.

Data Collector We are seeking a dedicated Data Collector to join our dynamic team. This role is based in San Francisco, California and offers a long-term contract employment opportunity. As a Data Collector, your primary role will be to test a mechanical gripping device, provide feedback to the engineering team, and handle various household items. This role requires physical activity, and the ability to work independently with minimal supervision. Responsibilities: • Testing a mechanical gripping device through practical application • Lifting and handling various household items such as plates, glasses, etc. • Providing constructive feedback to the engineering team for product development • Working independently with minimal communication with the engineering team • Transporting between multiple sites within San Francisco and South San Francisco • Managing and maintaining accurate data records • Offering customer service and administrative assistance when necessary • Handling and processing customer credit applications • Monitoring customer accounts and taking appropriate action when necessary.

Data Collector We are offering a long term contract employment opportunity for a Data Collector in San Francisco, California. This role is within the industry of product development and includes a physical aspect of testing a mechanical gripping device. The successful candidate will be working autonomously and will be required to commute around the city. Responsibilities: • Test and provide feedback on a mechanical gripping device, lifting household items for product development • Work independently with minimal communication with the engineering team • Undertake training at the headquarters for the first two days before being deployed onsite • Commute around San Francisco and South San Francisco, requiring personal vehicle for transportation • Stand for long periods of time throughout the day • Handle household items like plates and glasses over their heads, using a 7lb device • Adapt to different site locations within the city • Utilize skills in Administrative Assistance, Customer Service, Data Entry, and Order Entry.