44 results for Customer Access Assistant in Newark, CA

Medical Customer Access Assistant We are offering a contract for a Customer Access Assistant position in Newark, California. The role is primarily in the health care industry, where you will be the first point of contact for patients and providers, handling a multitude of communication channels. This role demands a high level of customer service, strong communication skills, and the ability to manage operations efficiently. Responsibilities: • Handle high volumes of both inbound and outbound calls, ensuring swift and accurate responses• Assist in the registration and cancellation of appointments for patients• Accurately document calls and route them to the appropriate department when necessary• Identify and escalate urgent customer needs or operational issues promptly• Navigate medical records to ensure patient information is up-to-date and accurately entered in the correct location• Adhere to all regulatory and compliance standards, delivering a high level of customer service• Follow documented protocols and guidelines to maintain consistency and quality of service• Use reference documents and online knowledgebase tools to provide accurate information regarding health care services• Utilize the functionality of the telephone system as required• Perform other duties as assigned within the department, maintaining a flexible and collaborative approach.

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>

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.

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate in San Francisco, California. The selected candidate will be a key member of our team, providing front-of-house reception support and back-office services. This role involves a variety of tasks including litigation printing, reprographics, copy and mail services, and support for services in hospitality facilities, audio/visual, and other service lines as needed. Responsibilities: • Accurately process and maintain customer credit applications and records. • Handle and resolve customer inquiries promptly and professionally. • Monitor customer accounts and take appropriate action as necessary. • Ensure all office services work is logged appropriately. • Perform office services tasks, primarily reprographics, mail, and intake functions following established procedures. • Communicate with supervisors or clients on job or deadline issues. • Prioritize workflow and ensure all work is accepted, completed, and delivered within contracted deadlines. • Troubleshoot basic equipment problems and place service calls when needed. • Interact with clients in person, over the phone, or electronically, providing exceptional customer service. • Adhere to company policies in addition to client site policies. • Use equipment and supplies in a cost-efficient manner. • Perform quality assurance on own work and work of others.

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.

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.

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 Service Representative Our client is specifically looking for candidates who have:· Six-months of customer service experience· Healthcare experience preferred but not required· High school diploma or GED equivalent Experience· Type 40 words per minute (Will need to take a typing assessment)· Excellent customer service skills· Demonstrated knowledge of proper English grammar in speaking and writing· Effectively listen to resolve patient's/customers inquiries· Maintain respect and composure in stressful situations· Navigate complex software tools and accurately input data· Effectively document caller notes into the medical record· Ability to adjust communication to fit the needs and level of understanding of the receiver· Ability to apply business logic to resolve patient/customer issues while managing multiple priorities

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.

Data Collector We are offering a long term contract employment opportunity for a Data Collector in the San Francisco, California region. This role is primarily in the technology industry, focusing on testing a mechanical gripping device for product development. The job involves a physical aspect and requires individuals to be comfortable using their arms throughout the day. The Data Collector will also be required to commute around various sites in San Francisco. Responsibilities: • Testing a mechanical gripping device by lifting household items and providing feedback to the engineering team. • Continuously standing and being on your feet for extended periods. • Picking up household items like plates and glasses over your head for testing purposes. • Handling a device that weighs approximately 7lbs for the majority of the day. • Working with minimal communication with the engineering team and operating autonomously. • Traveling between various sites within San Francisco and South San Francisco for work, requiring the use of a personal vehicle. • Participating in a two-day training session at the headquarters before being deployed to the on-site location. • Utilizing skills in Administrative Assistance, Customer Service, Data Entry, and Order Entry.

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.

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.

Front Desk Receptionist: Administrative Assistant We are looking for a Front Desk Receptionist with Administrative Assistant and Data Entry experience to support our client located in Fremont, California. In this administrative assistance and data entry role, you will aid a commercial real estate company in a professional setting. This position is located onsite with front desk responsibilities with a schedule of Monday - Friday from 8AM to 5PM. This position is likely to last 4-8 weeks or more. Experience with Microsoft, Word, Outlook, Excel and general data entry are required. Responsibilities: • Act as the first point of contact for all incoming calls, guests and clients• Ensure that the office is well-maintained, organized, and secure• Manage routine office tasks, including filing, generating reports, and setting up meetings• Process and maintain accurate records• Conduct data entry tasks with precision and efficiency• Utilize MS Office and MS Office 365 to handle administrative tasks• Communicate effectively with customers and the team• Resolve customer inquiries in a professional and timely manner• Assist with project management and other ad hoc duties as assigned.

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate in Palo Alto, California. This role functions within a detail-oriented office environment where you will be performing various office services duties, including but not limited to, reprographics, mail services, hospitality, and reception. Responsibilities: • Execute copy and scan requests efficiently and accurately • Maintain detailed records of all office services work • Prioritize workflow and ensure all tasks are completed in a timely manner • Assist in managing office facilities and provide hospitality services as needed • Act as a point of contact for reception duties • Utilize effective problem-solving skills to troubleshoot basic equipment issues • Adhere to office procedures and policies to maintain client satisfaction • Display good written and verbal communication skills while interacting with clients and team members • Handle sensitive and confidential documents with utmost care and discretion • Show initiative and good judgement in making independent decisions that align with business needs.

Senior Associate - Due Diligence **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior AssociateEmployment Type: Full-TimeLocation: San Francisco (FiDi); Hybrid 3-4x in officeSalary: $110-120k base + Bonus Our client, a leading advisory firm specializing in due diligence for mergers and acquisitions, is seeking a Senior Associate to join their dynamic team. This is an exciting opportunity for a finance professional who thrives in a fast-paced environment, enjoys analyzing complex transactions, and wants to play a critical role in high-profile M& A deals. As a Senior Associate, you will work closely with corporate and private equity clients, conducting in-depth financial due diligence, assessing risks and opportunities, and providing strategic insights to support investment decisions. You’ll gain hands-on experience in deal execution while collaborating with a team of seasoned M& A professionals. Responsibilities:<ul><li>Conduct financial due diligence on potential acquisitions, identifying key financial trends, risks, and value drivers.</li><li>Analyze financial statements, operational data, and industry benchmarks to assess business performance and deal viability.</li><li>Prepare detailed reports and presentations summarizing findings and recommendations for clients.</li><li>Collaborate with clients, senior leadership, and cross-functional teams to provide strategic financial insights.</li><li>Support deal structuring, working closely with investment teams and other stakeholders.</li><li>Stay up to date with market trends and industry developments to provide data-driven recommendations.</li></ul>

Front Desk Coordinator We are looking for a Medical Front Desk Coordinator to join our team in Pleasant Hill, California. As a Front Desk Coordinator, you will be the first point of contact for our company. You will welcome guests and greet people who visit our business. You will coordinate front-desk activities, including distributing correspondence and redirecting phone calls. This role offers a short term contract employment opportunity. Responsibilities:• Serve as the first point of contact for customers.• Answer, screen, and forward incoming phone calls.• Ensure reception area is tidy and presentable.• Provide basic and accurate information in-person and via phone/email.• Receive, sort, and distribute daily mail/deliveries.• Maintain office security by following safety procedures and controlling access via the reception desk.• Order front office supplies and keep an inventory of stock.• Update calendars and schedule meetings.• Arrange travel and accommodations.• Keep updated records of office expenses and costs.• Perform other clerical receptionist duties such as filing, photocopying, transcribing, and faxing.

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.

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.

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 testing, where the selected candidate will be involved in real-world testing of a mechanical gripping device, providing feedback to the engineering team. The job requires physical activity and autonomous work, with shifting work sites within San Francisco. Responsibilities: • Testing a mechanical gripping device by lifting household items and providing feedback to the engineering team. • Being ready for physical activity as the role involves standing and lifting objects for extended periods. • Handling the device which weighs around 7lbs, using it to lift various household items including plates and glasses. • Operating autonomously without continuous communication with the engineering team. • Adapting to changing work locations within San Francisco, requiring the use of a personal vehicle for commuting. • Undergoing initial training at the headquarters before being deployed onsite. • Providing administrative assistance as needed in terms of data entry and order entry. • Maintaining a focus on customer service throughout all activities.

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 looking to bring on board a dedicated Data Collector in San Francisco, California. This role is perfect for someone with a knack for precision and a comfort with physical tasks, as it involves testing and providing feedback on a mechanical gripping device. The role also necessitates the ability to work independently and commute around the San Francisco and South San Francisco areas. This is a contract employment opportunity. Responsibilities: • Test a mechanical gripping device by lifting household items, ensuring its functionality and usability• Provide valuable feedback to the engineering team regarding the performance of the device• Stand for extended periods during the workday, as the role requires physical activity• Handle the device, which weighs approximately 7lbs, throughout the day• Work autonomously, demonstrating the ability to accomplish tasks without constant supervision• Drive between different sites in San Francisco and South San Francisco, requiring reliable personal transportation• Undertake initial training at the headquarters before deployment to the onsite address• Use the device equipped with cameras, requiring minimal communication with the engineers• Perform tasks that involve lifting items such as plates and glasses over your head. ** 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# 00410-0013156768**

Office Clerk We are looking for a motivated and detail-oriented Office Clerk to join our client’s team. The ideal candidate will support daily office operations and assist in maintaining an organized and efficient workplace. Key Responsibilities:<ul><li>Perform accurate data entry and maintain all records and files properly.</li><li>Handle incoming and outgoing communications, such as emails and phone calls.</li><li>Organize and manage documents, both physical and digital, for easy access.</li><li>Assist with scheduling, meeting preparation, and event coordination.</li><li>Prepare routine reports, letters, and other required documentation.</li><li>Provide outstanding customer service as a point of contact for inquiries.</li><li>Collaborate with colleagues to ensure efficient workflow and address any administrative issues that arise.</li></ul>

Front Desk Coordinator We are offering a short term contract employment opportunity for a Front Desk Coordinator. The function of this role is key to our operation, ensuring seamless interaction with our clientele, and effective management of inquiries and requests. The role is based on-site, in a dynamic and engaging work environment. Responsibilities• Efficiently manage incoming inquiries and requests from clients.• Ensure accurate record keeping of client interactions and transactions.• Utilize Zingle, Yardi, RiseIO for day-to-day operations and client management.• Coordinate and manage on-call duties as per the operational requirements.• Act as the primary point of contact for clients visiting the office, providing top-notch concierge services.• Maintain a detail oriented and organized front desk area.• Handle scheduling and coordination of appointments and meetings.• Ensure compliance with company policies and procedures.• Assist with any other administrative tasks as needed. ** 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# 00410-0013192990 **

Sales Support We are offering a long term contract employment opportunity for a detail-oriented Sales Support individual in San Jose, California. As a Sales Support, you will play a crucial role in managing customer interactions, aiding sales processes, and ensuring seamless operations within our team. Responsibilities: • Manage customer inquiries efficiently and provide prompt responses. • Conduct regular audits of customer accounts and carry out the necessary actions. • Process customer credit applications accurately as part of our sales procedures. • Keep customer credit records up-to-date to ensure their accuracy. • Use CRM and ERP solutions for effective management of customer relationships and resources. • Carry out billing functions accurately and promptly to avoid any discrepancies. • Utilize the 'Configure Price Quote (CPQ)' tool to assist in pricing and quoting processes. • Respond to inbound calls from customers and provide them with the necessary support. • Use 'About Time' software for effective time management. • Maintain constant communication with the team to ensure smooth operations and customer satisfaction.

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>