<p>We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Order Processing:</strong> Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li><strong>Customer Experience:</strong> Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li><strong>Issue Resolution:</strong> Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li><strong>Attention to Detail:</strong> Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li><strong>Reliability:</strong> Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
<p>Our client, a healthcare company, is hiring 2-3 customer service professionals to join their team! If you have 2+ years of experience and enjoy creating and building relationships, apply today! </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate and accept all patient orders, ensuring financial and therapy qualifications</li><li>Provide exceptional customer service with professional phone etiquette</li><li>Review and qualify orders according to Medicare, Medi-Cal, and contracted payer guidelines</li><li>Collaborate with clinical staff for complex patient orders</li><li>Work with Distribution Manager to ensure timely deliveries and address service failures</li><li>Support departments with strong communication skills and accurate documentation</li><li>Monitor daily and weekly intake reports, open order reports, and participate in Performance Improvement activities</li><li>Respond to customer complaints and track for quality improvement</li><li>Support organizational goals, policies, and shipping processes for medical supplies</li></ul><p><br></p>
<p><strong>Customer Service Representative</strong></p><p><strong>About the Role:</strong></p><p>Join our team as a Customer Service Representative and be the first point of contact for our valued customers.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Provide product/service information</li><li>Process orders and resolve customer issues</li><li>Maintain accurate records of customer interactions</li></ul>
We are looking for a skilled Customer Service Representative to join our team in San Francisco, California. This is a contract position requiring attention to detail, with a strong ability to manage high-volume calls and deliver exceptional customer service. The role involves working on-site Monday through Friday, with flexibility for phased eight-hour shifts.<br><br>Responsibilities:<br>• Handle a high volume of inbound calls from business owners across various industries with efficiency and courtesy.<br>• Collect and record detailed business and risk-related information accurately during customer interactions.<br>• Identify and escalate unique cases or exceptions to ensure proper resolution and process improvement.<br>• Document insights gathered during calls to support sales, service, and AI model development.<br>• Utilize MacOS, Slack, and Adobe Acrobat Pro to manage workflows and maintain communication.<br>• Work collaboratively with the team to meet customer needs and address inquiries effectively.<br>• Maintain a high level of adaptability during extended shifts and possible overtime.
<p>We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul><p><br></p>
<p>We are looking for a dedicated Customer Service Representative to join our team on a l9 month contract basis in Mountain View, California. In this role, you will support nonprofit organizations by managing their registration processes and addressing inquiries related to payments. This position offers the opportunity to work in a collaborative environment focused on philanthropy and community engagement.</p><p><br></p><p>Responsibilities:</p><p>• Assist nonprofit organizations with completing their PaymentWorks registration to ensure smooth transactions.</p><p>• Respond promptly to customer inquiries regarding registration processes and payment-related questions.</p><p>• Enter and maintain accurate documentation and data records.</p><p>• Utilize Excel and Outlook to manage and track communications and workflows effectively.</p><p>• Collaborate with the Grants Processing Team to ensure alignment and efficiency in service delivery.</p><p>• Provide detailed follow-ups with nonprofits to resolve any registration or payment issues.</p><p>• Maintain a detail-oriented and courteous demeanor in all communications, both written and verbal.</p><p>• Participate in team meetings twice per month to discuss progress and address challenges.</p><p>• Leverage Salesforce if applicable to streamline customer service processes.</p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)</p><p>💰 $75K–$115K base + discretionary bonus</p><p>A growing boutique wealth management firm is looking to add a <strong>Client Service Associate</strong> to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to <strong>grow long-term within a successful RIA</strong> and be part of a high-touch client service environment.</p><p><strong>What you’ll do:</strong></p><ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul><p><br></p>
<p>Our client, an AMLAW 100 Litigation Firm, is seeking a dedicated and motivated Case Assistant to support their San Francisco teams on a remote, open-ended contract basis. This position offers a fantastic opportunity for recent graduates or individuals with some administrative experience in a law firm setting to establish and grow their careers in the legal industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative and case management support to attorneys and paralegals in a fast-paced litigation environment.</li><li>Assist with document organization, case file maintenance, and preparation of materials for court filings.</li><li>Conduct basic legal research and compile information as directed by supervising attorneys or paralegals.</li><li>Manage and maintain case calendars, including scheduling meetings, hearings, and deadlines.</li><li>Communicate professionally with clients, opposing counsel, and other parties as needed.</li><li>Perform other administrative tasks such as scanning, filing, data entry, and preparing correspondence.</li></ul><p><br></p>
We are looking for a detail-oriented and proactive Office Assistant to join our team in San Jose, California. This is a contract-to-permanent opportunity, offering you the chance to contribute to the smooth operation of our office environment while supporting various administrative tasks. The ideal candidate will be organized, resourceful, and capable of handling a wide range of responsibilities with professionalism.<br><br>Responsibilities:<br>• Provide comprehensive administrative support to ensure efficient office operations.<br>• Maintain clean, organized, and safe office spaces, including conference rooms, restrooms, and breakrooms.<br>• Monitor and manage inventory levels for office and breakroom supplies, ensuring timely restocking.<br>• Coordinate weekly lunch orders within budget, ensuring quality and punctual delivery.<br>• Assist with planning and organizing departmental lunches and company events.<br>• Oversee deliveries and orders, including managing Costco supplies to maintain adequate stock.<br>• Update and maintain accurate site maps and seating arrangements for the office.<br>• Facilitate new permanent onboarding by preparing badges, assigning seating, and setting up workstations.<br>• Support vendor and contractor onboarding, including payment processing through financial systems.<br>• Process check deposits and maintain confidentiality when handling sensitive information.
We are looking for a detail-oriented Office Assistant to support daily operations in a fast-paced environment. This Contract to permanent position is based in Palo Alto, California, and requires someone who can efficiently manage administrative tasks while maintaining a high standard of work. If you excel at organization and multitasking, this role offers an excellent opportunity to grow within the organization.<br><br>Responsibilities:<br>• Coordinate daily schedules and manage calendars to ensure meetings and appointments are organized.<br>• Handle administrative tasks such as scanning documents, answering calls, and managing correspondence.<br>• Maintain a welcoming reception area by greeting visitors and handling inquiries.<br>• Organize and oversee lunch orders and other office supplies to ensure smooth operations.<br>• Perform clerical duties including filing, data entry, and maintaining records.<br>• Support staff with operational needs to ensure efficiency in daily workflows.<br>• Collaborate with team members to streamline processes and improve administrative systems.<br>• Assist with scanning and digitizing important documents to maintain accurate records.<br>• Respond to inbound calls in a courteous and efficient manner and direct them appropriately.<br>• Ensure the office environment remains clean, organized, and conducive to productivity.
We are looking for a dedicated Office Assistant to join our team in Alameda, California. In this role, you will provide essential support to ensure the smooth operation of daily office activities. This is a long-term contract position that offers the opportunity to contribute to an engaging and diverse educational environment.<br><br>Responsibilities:<br>• Handle receptionist duties, including greeting visitors and answering inbound calls professionally.<br>• Scan and organize documents to maintain accurate and accessible records.<br>• Perform general clerical tasks such as filing, data entry, and managing correspondence.<br>• Assist with scheduling and coordinating meetings or events as needed.<br>• Support the team in maintaining a clean and efficient workspace.<br>• Collaborate with staff to ensure timely completion of administrative tasks.<br>• Monitor office supplies and place orders to ensure adequate inventory.<br>• Provide additional administrative support to departments as requested.<br>• Uphold confidentiality and professionalism in all interactions and responsibilities.
<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><strong>Customer Service / Front Desk Coordinator – Job Description</strong></p><p>The Customer Service / Front Desk Coordinator serves as the first point of contact for clients and visitors, providing friendly and professional service both in person and over the phone. This role handles a variety of administrative and customer support tasks to keep office operations running smoothly. Recent college graduates are encouraged to apply.</p><p><strong>Day-to-Day Responsibilities:</strong></p><ul><li>Greet and assist guests, directing them to the appropriate staff or meeting areas</li><li>Answer incoming calls and respond to general inquiries</li><li>Manage incoming and outgoing mail, packages, and deliveries</li><li>Maintain an organized, welcoming front desk and reception area</li><li>Schedule appointments and maintain office calendars</li><li>Support administrative projects such as data entry, filing, and ordering office supplies</li></ul><p><br></p>
<p><strong>Customer Service / Front Desk Coordinator – Job Description</strong></p><p>The Customer Service / Front Desk Coordinator serves as the first point of contact for clients and visitors, providing friendly and professional service both in person and over the phone. This role handles a variety of administrative and customer support tasks to keep office operations running smoothly. Recent college graduates are encouraged to apply.</p><p><strong>Day-to-Day Responsibilities:</strong></p><ul><li>Greet and assist guests, directing them to the appropriate staff or meeting areas</li><li>Answer incoming calls and respond to general inquiries</li><li>Manage incoming and outgoing mail, packages, and deliveries</li><li>Maintain an organized, welcoming front desk and reception area</li><li>Schedule appointments and maintain office calendars</li><li>Support administrative projects such as data entry, filing, and ordering office supplies</li></ul><p><br></p>
We are looking for a dedicated Account Service Associate to join our team in Sunnyvale, California. In this long-term contract position, you will play a pivotal role in maintaining accurate financial records, ensuring compliance, and delivering excellent service to members and staff. This opportunity is ideal for someone with strong analytical skills and a passion for supporting operational efficiency within the accounting domain.<br><br>Responsibilities:<br>• Conduct daily operational and account audits to ensure accuracy and compliance.<br>• Respond to member inquiries regarding account eligibility, documentation, and general information.<br>• File Adult Protective Services reports in adherence to regulatory requirements.<br>• Support the escheatment process by updating property records and utilizing escheatment software.<br>• Assist with decedent case management, including account ownership updates and closures.<br>• Process contributions, withdrawals, and withholding election changes accurately.<br>• Prepare weekly rate and fee schedules for review and distribution.<br>• Collaborate on special projects to enhance processes and workflows.<br>• Update and maintain job aids and procedural documents in collaboration with management and staff.