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30 results for Client Service Representative in Oakland, CA

Patient Access Rep

Livermore, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Patient Access Rep to support front-end patient registration and admission activities for a healthcare setting in Livermore, California. This Long-term Contract opportunity is ideal for someone beginning a career in patient access or bringing strong customer service experience from another industry. In this role, you will help patients complete registration steps, verify coverage and financial information, and provide courteous assistance while maintaining accuracy, compliance, and productivity standards. Responsibilities: • Complete patient intake, admission, and registration tasks accurately while ensuring required information is properly documented. • Verify insurance details and available financial resources to support billing and patient service processes. • Collect point-of-service payments securely and maintain precise records for all transactions. • Respond to routine patient questions and concerns with professionalism, addressing straightforward service issues when they arise. • Prepare and obtain necessary forms and supporting documentation needed for billing, regulatory, and compliance purposes. • Refer complicated registration matters or escalated issues to senior team members when additional expertise is required. • Maintain expected productivity levels and performance metrics while following departmental priorities and daily workflows. • Support a variety of patient access functions across the department based on operational needs and assigned coverage areas.
2026-06-10T00:00:00Z

Patient Access Rep

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Patient Access Rep to support patient registration and front-end access activities for a Long-term Contract position in Palo Alto, California. This role is ideal for someone early in their career who enjoys helping patients, handling administrative tasks accurately, and providing dependable service in a healthcare setting. The position focuses on registration, payment collection, insurance-related support, and completion of required documentation while maintaining compliance and service standards. Responsibilities: • Complete patient intake, admission, and registration activities with a high level of accuracy and professionalism. • Collect point-of-service payments, record transactions correctly, and safeguard funds in accordance with established procedures. • Review insurance details and available financial resources to help support coverage verification and billing readiness. • Respond to routine patient questions and concerns, providing courteous service and basic issue resolution when appropriate. • Prepare and gather required forms and supporting documents to meet billing, regulatory, and compliance needs. • Route complex registration issues or non-routine escalations to senior team members for further review and resolution. • Maintain expected productivity levels and performance targets set by department leadership on a weekly basis. • Support a variety of Patient Access operational tasks based on departmental priorities and daily workflow needs.
2026-06-10T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-06-05T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
29 - 39 USD / Hourly
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. Responsibilities:• Monitor incoming radio and phone communications, assess urgency, and coordinate the appropriate response when safety or operational issues arise.• Gather complete details from callers, including location, incident type, and relevant conditions, and document the information accurately in the designated work order system.• Dispatch facilities, security, or other response teams based on the nature of each request and follow through to support timely resolution.• Maintain precise service records, log updates, and work order notes to ensure all activity is tracked clearly and consistently.• Review active workflows throughout the shift to confirm that emergency and non-emergency requests are handled efficiently and according to established procedures.• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.• Communicate important updates, unresolved issues, and emerging concerns to incoming team members during shift handoff.• Work closely with supervisors, responders, and partner departments to support coordinated action and effective communication across operations.
2026-06-10T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
24.28 - 24.28 USD / Hourly
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. Responsibilities: • Monitor incoming radio and call activity to identify urgent situations and coordinate the appropriate response teams when safety concerns arise. • Gather essential details from callers, including location, issue type, and severity, to support timely and accurate dispatch decisions. • Record service requests, incident details, and ongoing updates in the designated asset and work order management system. • Decide whether facilities, security, or other internal groups should respond based on the nature of each request. • Maintain complete shift logs and work order records to ensure accurate tracking of activity and follow-up actions. • Prepare routine operational reports using standard office software such as Microsoft Word and Excel. • Provide detailed shift handovers so incoming staff are informed of unresolved issues, active incidents, and priority tasks. • Review daily workflows to confirm that both urgent and routine requests are handled professionally and within expected timeframes. • Communicate closely with supervisors, dispatch personnel, facilities staff, and security teams to support coordinated operations.
2026-06-10T00:00:00Z