<p>We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position is ideal for someone who can manage emergency and routine calls with accuracy, sound judgment, and a calm, detail-oriented approach. The role serves as a central point of communication for facilities and security-related requests, ensuring timely dispatch, clear documentation, and consistent shift-to-shift coordination.</p><p><br></p><p>Responsibilities:</p><p>• Monitor incoming radio and phone communications, assess urgency, and coordinate the appropriate response when safety or operational issues arise.</p><p>• Gather complete details from callers, including location, incident type, and relevant conditions, and document the information accurately in the designated work order system.</p><p>• Dispatch facilities, security, or other response teams based on the nature of each request and follow through to support timely resolution.</p><p>• Maintain precise service records, log updates, and work order notes to ensure all activity is tracked clearly and consistently.</p><p>• Review active workflows throughout the shift to confirm that emergency and non-emergency requests are handled efficiently and according to established procedures.</p><p>• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.</p><p>• Communicate important updates, unresolved issues, and emerging concerns to incoming team members during shift handoff.</p><p>• Work closely with supervisors, responders, and partner departments to support coordinated action and effective communication across operations.</p>
We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position will serve as a central point of contact for emergency and non-emergency facility-related calls, ensuring each request is assessed accurately and routed without delay. The role requires sound judgment, clear communication, and consistent documentation in a fast-paced healthcare environment.<br><br>Responsibilities:<br>• Monitor incoming radio and call activity to identify urgent situations and coordinate the appropriate response teams when safety concerns arise.<br>• Gather essential details from callers, including location, issue type, and severity, to support timely and accurate dispatch decisions.<br>• Record service requests, incident details, and ongoing updates in the designated asset and work order management system.<br>• Decide whether facilities, security, or other internal groups should respond based on the nature of each request.<br>• Maintain complete shift logs and work order records to ensure accurate tracking of activity and follow-up actions.<br>• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.<br>• Provide detailed shift handovers so incoming staff are informed of unresolved issues, active incidents, and priority tasks.<br>• Review daily workflows to confirm that both urgent and routine requests are handled professionally and within expected timeframes.<br>• Communicate closely with supervisors, dispatch personnel, facilities staff, and security teams to support coordinated operations.
We are looking for a Customer Service Specialist to support front desk and accounts payable activities in Hayward, California. This Long-term Contract opportunity is ideal for someone who enjoys providing responsive service, organizing administrative workflows, and ensuring financial documents are handled accurately. The person in this role will help maintain smooth daily operations by managing incoming communications, coordinating invoice processing steps, and assisting internal teams with timely follow-up.<br><br>Responsibilities:<br>• Support invoice handling by date-marking incoming documents, organizing them for daily processing, and routing items to the correct next step.<br>• Enter approval-required invoices into the appropriate system so they are properly logged and tracked.<br>• Scan financial documents and place them into designated electronic folders for review and authorization.<br>• Assist with vendor statement matching and reconciliation tasks in partnership with the Accounts Payable team.<br>• Respond to questions and service requests promptly, ensuring issues are followed through to completion with a strong customer-focused approach.<br>• Manage incoming calls and direct inquiries to the appropriate contacts while gathering accurate information as needed.<br>• Sort incoming mail, maintain filing systems, and retrieve records or supporting documents upon request.<br>• Monitor and restock departmental office supplies to help maintain uninterrupted daily operations.<br>• Carry out duties in alignment with hospital service expectations and established quality standards.
We are looking for a Customer Service Specialist to support front desk and administrative operations in Hayward, California. This Long-term Contract opportunity is ideal for someone who enjoys delivering responsive service, managing office workflows, and assisting with accounts payable support tasks in a fast-paced hospital environment. The person in this role will help keep documentation organized, respond to inquiries efficiently, and contribute to smooth daily departmental operations during an evening shift.<br><br>Responsibilities:<br>• Provide courteous front desk and administrative support by responding to questions, addressing service requests, and ensuring timely follow-up on customer needs.<br>• Assist the accounts payable team by reconciling vendor statements and helping maintain accurate financial records.<br>• Receive incoming invoices, apply date-of-receipt tracking, and organize documents for daily processing.<br>• Enter approval-required invoices into the appropriate system to support proper documentation and routing.<br>• Scan invoice records and upload them to the correct electronic folders each day for review and approval.<br>• Sort incoming mail, maintain organized files, and retrieve supporting documents when requested.<br>• Monitor and replenish departmental office supplies to help maintain uninterrupted daily operations.<br>• Uphold service quality expectations and follow established hospital standards in all assigned duties.
We are looking for a Customer Service Specialist to support front desk and administrative operations in Hayward, California. This Long-term Contract position is ideal for someone who enjoys delivering responsive service, coordinating document workflows, and assisting with accounts payable support in a fast-paced hospital environment. The person in this role will help keep daily office processes organized while ensuring questions, requests, and financial documents are handled accurately and on time.<br><br>Responsibilities:<br>• Support accounts payable activities by reviewing vendor statements and helping resolve reconciliation discrepancies.<br>• Receive incoming invoices, apply accurate receipt tracking, and organize documents for timely processing each day.<br>• Enter invoices that need authorization into the appropriate system so they can be logged and routed correctly.<br>• Scan approval-related invoice documents and place them in the correct electronic folders on a daily basis.<br>• Respond promptly to inquiries, follow through on open requests, and maintain a high standard of customer service and quality.<br>• Manage departmental supply inventory and coordinate replenishment to keep daily operations running smoothly.<br>• Sort incoming mail, maintain organized files, and retrieve records or supporting documents when needed.<br>• Handle inbound calls, direct inquiries to the appropriate contacts, and communicate professionally with staff and customers.<br>• Carry out daily responsibilities in alignment with established hospital service expectations and workplace standards.
We are looking for a Customer Success Specialist to join a wholesale distribution team in Rohnert Park, California. This Long-term Contract position is ideal for someone who enjoys balancing customer communication, shipment coordination, and hands-on administrative support in a fast-moving environment. The role focuses on preparing client materials, keeping distribution activities organized, and ensuring questions from customers are handled promptly and professionally.<br><br>Responsibilities:<br>• Assemble and prepare sample packages for client and prospect requests, making sure each shipment is complete, accurate, and professionally presented.<br>• Coordinate outgoing deliveries by arranging packaging, shipment processing, and tracking activities to support on-time distribution.<br>• Maintain detailed records of orders, shipment activity, and customer interactions so information remains current and easy to access.<br>• Monitor stock levels for sample kit components and request replenishment materials before supplies run low.<br>• Answer inbound customer calls and emails, resolve routine questions, and direct more complex matters to the appropriate team members.<br>• Work closely with internal partners to support smooth fulfillment of requests and a consistent customer experience.<br>• Review shipping and packaging details carefully to reduce errors and support quality service standards.
We are seeking a detail-oriented contract Customer Service Analyst to support a key project initiative. This role focuses on stakeholder communications, case management, data tracking, and administrative coordination to ensure timely resolution of requests and efficient project execution. Key Responsibilities Manage and follow up on orders, requests, and status updates, ensuring timely and accurate communication Track and maintain cases and service requests, including supporting documentation and resolution details Maintain project trackers and provide regular updates on case progress and overall project milestones Perform data entry, analysis, reconciliation, and reporting to support operational and project priorities Collaborate cross-functionally with internal teams to resolve issues and improve response timelines Support escalation processes to ensure complex inquiries are addressed efficiently Ensure accuracy, consistency, and completeness of records in accordance with company standards
<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>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 Service Analyst | Multi Family Office | SF Bay Area </strong></p><p> </p><p>Join a <strong>specialized family office platform</strong> serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end,<strong> entrepreneurial environment</strong> with real exposure and <strong>long-term growth</strong>.</p><p> </p><p>The firm offers <strong>strong mentorship, direct access to leadership, and clear development paths</strong>, within a <strong>collaborative, low-ego culture</strong> focused on ownership and continuous improvement. The role includes <strong>flexible remote work, strong benefits, and unlimited PTO</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat in a timely manner</li><li>Resolve issues, complaints, and requests with professionalism and accuracy</li><li>Maintain detailed records of interactions and follow-up actions</li><li>Collaborate with internal teams to address customer needs</li><li>Identify opportunities to improve customer experience and processes</li></ul>
We are looking for a Customer Service Representative for a Contract position based in San Francisco, California. In this role, you will engage directly with business owners through a high volume of conversations, uncover meaningful trends, and turn those insights into clear documentation that supports service quality and AI-driven process improvement. This opportunity is ideal for someone who communicates with confidence, stays composed in fast-moving environments, and enjoys blending customer interaction with analytical thinking.<br><br>Responsibilities:<br>• Handle a steady stream of inbound and outbound conversations with business owners, gathering accurate information while maintaining a detail-focused and calm customer experience.<br>• Ask thoughtful questions that uncover customer needs, surface relevant business details, and support strong performance against service and outreach goals.<br>• Recognize recurring themes, unusual situations, and service gaps across calls, then organize findings into structured notes that can inform operational decisions.<br>• Classify call outcomes, edge cases, and customer scenarios in a consistent way so teams can use the information for training data and process refinement.<br>• Review AI-assisted or automated call interactions, identify where responses fall short of real-world expectations, and document corrective feedback for improvement.<br>• Partner with sales, operations, and engineering teams to share frontline insights that influence workflow enhancements and future automation priorities.<br>• Create clear reference materials, call guidance, and knowledge resources based on firsthand customer interactions to improve consistency across the team.<br>• Support a fast-paced service and sales environment by balancing customer de-escalation, accurate data capture, and KPI-focused call handling.<br>• Perform order entry and related follow-up tasks as needed to ensure customer information is complete and properly recorded.
<p><strong>Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity</strong></p><p><br></p><p> <strong>$80K–$100K Base + Bonus + Exceptional Benefits</strong></p><p> <strong>Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.</strong></p><p><br></p><p><strong>Looking for more than just another client service role?</strong></p><p>What if your next move gave you exposure to a <strong>nearly $2B book of business</strong>, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?</p><p>A premier private wealth platform managing <strong>$70B+ in client assets</strong> is looking for a <strong>Client Associate / Sr. Client Associate</strong> to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships.</p><p><br></p><p>This is <strong>not a transactional service role</strong>—it’s a seat at the table.</p><p>You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management.</p><p><br></p><p><br></p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>✔ Support an experienced Wealth Advisor team managing <strong>nearly $2B AUM</strong> across sophisticated client relationships</p><p> ✔ Join a <strong>high-growth office</strong> where learning, mentorship, and career progression are strongly encouraged</p><p> ✔ Work alongside a <strong>friendly, highly collaborative bi-coastal team</strong></p><p> ✔ Beautiful Financial District office and a culture that genuinely invests in its people</p>
<p><strong>Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity</strong></p><p><br></p><p> <strong>$80K–$100K Base + Bonus + Exceptional Benefits</strong></p><p><br></p><p> <strong>Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.</strong></p><p><strong>Looking for more than just another client service role?</strong></p><p>What if your next move gave you exposure to a <strong>nearly $2B book of business</strong>, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?</p><p>A premier private wealth platform managing <strong>$70B+ in client assets</strong> is looking for a <strong>Client Associate / Sr. Client Associate</strong> to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships.</p><p><br></p><p>This is <strong>not a transactional service role</strong>—it’s a seat at the table.</p><p>You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management.</p><p><br></p><p><br></p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>✔ Support an experienced Wealth Advisor team managing <strong>nearly $2B AUM</strong> across sophisticated client relationships</p><p> ✔ Join a <strong>high-growth office</strong> where learning, mentorship, and career progression are strongly encouraged</p><p> ✔ Work alongside a <strong>friendly, highly collaborative bi-coastal team</strong></p><p> ✔ Beautiful Financial District office and a culture that genuinely invests in its people</p>
<p><strong>Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity</strong></p><p><br></p><p> <strong>$80K–$100K Base + Bonus + Exceptional Benefits</strong></p><p><br></p><p> <strong>Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.</strong></p><p><strong>Looking for more than just another client service role?</strong></p><p>What if your next move gave you exposure to a <strong>nearly $2B book of business</strong>, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?</p><p>A premier private wealth platform managing <strong>$70B+ in client assets</strong> is looking for a <strong>Client Associate / Sr. Client Associate</strong> to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships.</p><p><br></p><p>This is <strong>not a transactional service role</strong>—it’s a seat at the table.</p><p>You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management.</p><p><br></p><p><br></p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>✔ Support an experienced Wealth Advisor team managing <strong>nearly $2B AUM</strong> across sophisticated client relationships</p><p> ✔ Join a <strong>high-growth office</strong> where learning, mentorship, and career progression are strongly encouraged</p><p> ✔ Work alongside a <strong>friendly, highly collaborative bi-coastal team</strong></p><p> ✔ Beautiful Financial District office and a culture that genuinely invests in its people</p>
<p><strong>POSITION:</strong> Client Service Coordinator - Associate (Contract)</p><p><strong>Location:</strong> Redwood City, CA (Onsite)</p><p><strong>Schedule:</strong> 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PM</p><p><strong>Assignment Type:</strong> Contract (Temp)</p><p><strong>Tentative Pay:</strong> $21 per hour</p><p> </p><p><strong>Overview</strong></p><p>We are partnering with a leading organization to identify a <strong>Client Service Coordinator - Associate</strong> to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage phone calls, emails, and correspondence in a professional manner</li><li>Schedule meetings, coordinate conferences, and maintain calendars</li><li>Maintain filing systems, sort/distribute mail, and order office supplies</li><li>Assist with financial record keeping and expense tracking</li><li>Support special projects and team initiatives as needed</li><li>Maintain cleanliness and organization in shared office spaces (kitchen and common areas)</li></ul><p><br></p><p><br></p>