We are looking for a Customer Service Representative to support lot operations and deliver a positive experience for every visitor. This Contract position combines customer-facing service with day-to-day coordination of vehicle flow, lot presentation, and team support. The ideal candidate is comfortable working in an active outdoor environment, communicates clearly, and helps maintain a safe and orderly site.<br><br>Responsibilities:<br>• Coordinate daily lot activity by guiding staff assignments, overseeing vehicle movement, and helping keep the area clean and well organized.<br>• Welcome customers upon arrival, provide clear directions, respond to questions, and create a detail-focused and friendly experience.<br>• Promote a safe environment by following site procedures, reinforcing operating standards, and addressing issues as they arise.<br>• Manage parking availability and traffic patterns to support efficient entry, exit, and overall lot flow.<br>• Handle customer concerns effectively, using sound judgment to resolve issues quickly.<br>• Inspect lot equipment and surrounding areas regularly, reporting maintenance needs or safety concerns promptly.<br>• Support onboarding and coaching for new team members to encourage consistent service and operational practices.<br>• Maintain accurate daily records related to lot usage, attendance, and other operational activities.
<p>Robert Half is working to support our client with an exciting event at Coyote Point. This is a one day event for 4.5 hours starting at 2:30PM. Your job is to ensure a smooth registration process for guests. Personability is huge! The goal is to have the guests from start to finish have a great experience. If interested, apply now! No interview process!</p><p><br></p><p>Duties: Greeting guests, scanning tickets, selling tickets via box office, etc. Candidates will be using iPhone scanners. Overall, very simple role!</p>
<p><strong>Customer Service Representative</strong></p><p><strong>Job Description:</strong></p><p>We are looking for a Customer Service Representative to serve as the primary point of contact for customers, providing product or service information and resolving issues efficiently. This role is ideal for someone who is empathetic, solutions-oriented, and service-driven.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer incoming calls, emails, and chat inquiries from customers</li><li>Resolve customer concerns related to orders, billing, accounts, or services</li><li>Document interactions in CRM or ticketing systems</li><li>Escalate complex issues to the appropriate team members</li><li>Maintain a high level of professionalism and customer satisfaction</li></ul>
We are looking for a Customer Service Representative to support a busy sales and client service operation in San Francisco, California. This Long-term Contract position is ideal for someone who communicates clearly, stays organized under pressure, and enjoys helping both customers and internal teams in a fast-moving environment. The role focuses on order coordination, customer updates, and day-to-day sales support, making it a strong fit for someone who can manage competing priorities while maintaining accuracy and professionalism.<br><br>Responsibilities:<br>• Prepare pricing information and quotations for the sales team, ensuring details are accurate and delivered in a timely manner.<br>• Track customer orders and vendor commitments closely to help maintain smooth fulfillment and availability.<br>• Provide clients with timely updates regarding order progress, delivery timing, and related service questions.<br>• Address order discrepancies and shipping concerns by coordinating with sales partners, vendors, and leadership to reach effective solutions.<br>• Enter and maintain order information within company systems with a strong focus on accuracy and completeness.<br>• Respond to inbound customer inquiries professionally and assist with outbound follow-up as needed to support service and sales activities.<br>• Prioritize multiple requests at once while keeping tasks organized and moving them through completion.<br>• Contribute to a team-oriented workplace by sharing responsibilities and adapting to changing workload demands.
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Contract assignment in San Leandro, California. This short-term opportunity is ideal for someone who is organized, adaptable, and comfortable working onsite in a manufacturing environment. In this role, you will help keep daily department activities running smoothly so core team members can stay focused on priority initiatives.<br><br>Responsibilities:<br>• Support day-to-day office and customer service activities by managing routine administrative work and maintaining organized records.<br>• Prepare, update, and format business documents, emails, and spreadsheets using Microsoft Outlook, Word, and Excel.<br>• Assist the customer service team with overflow assignments and follow-up tasks to improve response times and workflow efficiency.<br>• Enter and maintain accurate information in department files, trackers, and other internal documentation.<br>• Coordinate communications with internal contacts and external parties as needed to keep requests moving forward.<br>• Contribute to a cooperative team environment by stepping in where needed and adjusting to changing daily priorities.
<p><strong>Customer Service Admin</strong></p><p><strong>Job Description:</strong></p><p>We are hiring a Customer Service Admin to provide administrative and customer support to ensure efficient daily operations. This position combines customer communication with clerical and scheduling responsibilities.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone and email</li><li>Maintain customer records, files, and service documentation</li><li>Assist with scheduling, reporting, and data entry tasks</li><li>Support order tracking, invoicing, and issue resolution</li><li>Collaborate with internal departments to ensure customer satisfaction</li></ul>
<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>We are looking for a Customer Support Admin to provide responsive front-line assistance for users and help resolve everyday technical issues in a detail-oriented and efficient manner. This Long-term Contract position is based fully remote and is ideal for someone who communicates clearly, stays organized, and approaches problems with sound judgment. The role combines hands-on customer support, accurate recordkeeping, and thorough documentation to ensure a reliable support experience.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle protected health information (PHI) and sensitive practice data </li><li>Enter and update customer records </li><li>Draft concise, empathetic, jargon-free email updates to customers </li><li>Track progress and maintain accurate case notes</li><li>Flag missing information or process gaps for manager review </li><li>De-escalate frustrated customers with professionalism and empathy </li></ul>
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 looking for a Client Services Coordinator to support a high-touch wealth management environment in Walnut Creek, California. This role is ideal for someone who enjoys building strong client relationships, coordinating detailed account activity, and ensuring a seamless service experience for high-net-worth individuals and families. The position works closely with advisors and operational partners to keep client requests moving efficiently and accurately.<br><br>Responsibilities:<br>• Work alongside Wealth Advisors to deliver responsive, personalized support for high-net-worth clients and their households.<br>• Coordinate new client setup, account establishment, and ongoing updates for a range of account structures, including retirement and trust accounts.<br>• Handle transfer requests, cash disbursements, required minimum distributions, and charitable distribution activity in a timely manner.<br>• Prepare, review, and submit custodian forms and client documents while maintaining strong attention to detail throughout each transaction.<br>• Support advisor meetings by assembling portfolio materials, organizing performance information, and helping produce quarterly client reporting.<br>• Keep client information current in Salesforce and contribute to accurate recordkeeping across service and account data.<br>• Partner with advisors, custodians, and internal support teams to resolve service requests and maintain a smooth client experience.
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Looking to take your wealth management career beyond the traditional client service role?</strong></p><p><br></p><p>This is an opportunity to join a highly respected boutique advisory firm that partners with <strong>founders, elite investors, and billionaire multi-generational families</strong> to build and operate sophisticated single-family offices.</p><p><br></p><p><strong>100% Remote</strong> (Hybrid office option available in San Francisco)</p><p><strong>Competitive Base + Discretionary Bonus (15–30%)</strong></p><p><strong>Unlimited PTO | 401(k) Match | Excellent Benefits</strong></p><p><br></p><p>This isn't just another client service position.</p><p>You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.</p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Job Title: Client Operations Specialist </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $75-80k + Bonus</strong></p><p> </p><p>Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. <strong>If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role,</strong> this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and <strong>offers real potential for career advancement.</strong></p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Looking to take your wealth management career beyond the traditional client service role?</strong></p><p><br></p><p>This is an opportunity to join a highly respected boutique advisory firm that partners with <strong>founders, elite investors, and billionaire multi-generational families</strong> to build and operate sophisticated single-family offices.</p><p><br></p><p><strong>100% Remote</strong> (Hybrid office option available in San Francisco)</p><p><strong>Competitive Base + Discretionary Bonus (15–30%)</strong></p><p><strong>Unlimited PTO | 401(k) Match | Excellent Benefits</strong></p><p><br></p><p>This isn't just another client service position.</p><p>You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.</p>