We are looking for a dedicated and detail-oriented Medical Receptionist to join our team in Santa Cruz, California. In this contract position, you will play a vital role in ensuring smooth operations at the front desk by managing administrative tasks and providing exceptional service to patients and staff. This opportunity requires strong organizational skills, multitasking abilities, and bilingual communication.<br><br>Responsibilities:<br>• Greet patients and visitors warmly, ensuring a welcoming and detail-oriented environment.<br>• Manage appointment scheduling and maintain accurate records in the office system.<br>• Handle telephone inquiries and direct calls to the appropriate departments.<br>• Process patient paperwork and ensure all documentation is completed correctly.<br>• Coordinate with medical staff to support efficient workflow and communication.<br>• Maintain the reception area to uphold cleanliness and organization standards.<br>• Utilize software tools such as Microsoft Office, Outlook, Excel, and Word for daily tasks.<br>• Assist with billing inquiries and payment processing as needed.<br>• Ensure compliance with office policies, including dress code and vaccination requirements.<br>• Support other administrative tasks as assigned by the management team.
<p>Our organization is seeking a skilled Customer Support Specialist fluent in Cantonese to join our growing customer service team.</p><p>In this role, you will be the primary point of contact for Cantonese-speaking customers, delivering reliable support and ensuring their questions are answered promptly. You will use CRM and support platforms to track interactions, assist with troubleshooting, and work collaboratively to provide a connected customer experience.</p><p>Strong communication, empathy, and problem-solving skills are essential, as well as a commitment to supporting process improvements and team development.</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul><p> </p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Client Service Associate</strong> to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new/existing accounts.</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions.</li><li>Act as liaison between advisors, clients, and middle-office functions.</li><li>Schedule client meetings and manage calendars.</li><li>Support trading and portfolio rebalancing if licensed.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match.</li><li>Medical and dental coverage.</li><li>Flexible overtime pay option.</li><li>15 vacation days + 5 sick days + NYSE holidays.</li></ul>
<p>We are looking for an experienced Customer Navigator to join our team in Palo Alto, California. In this role, you will act as a vital liaison for patients, ensuring their journey through the healthcare system is smooth and supportive. This is a long-term contract position offering the opportunity to make a meaningful impact on patient care and experience.</p><p><br></p><p><strong>The schedule for this role is Monday through Friday 3:30 pm - 12:00 am.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison, assisting patients with navigating healthcare services before, during, and after their medical visits.</p><p>• Coordinate transportation for guests by providing information about campus shuttle services and other available options.</p><p>• Facilitate the scheduling of physician appointments and ensure seamless care during both inpatient and outpatient stays.</p><p>• Address patient and guest concerns, relaying feedback to the appropriate department and maintaining accurate records.</p><p>• Deliver exceptional service aligned with patient-centered care standards to enhance the overall experience.</p><p>• Support compliance with all safety, quality, and ethical requirements, including adherence to National Patient Safety Goals.</p><p>• Communicate effectively with patients, staff, and departments to ensure clear and respectful interactions.</p><p>• Assist in ongoing education and training efforts to promote best practices in service delivery.</p><p>• Maintain confidentiality and uphold patient rights throughout all interactions.</p><p>• Promote teamwork and collaboration across departments to optimize patient outcomes.</p>
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a skilled <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This role is primarily focused on back-office operations with some client interaction via email and phone. You’ll play a key part in delivering exceptional service, managing client requests, and collaborating with advisors to streamline processes and enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
We are looking for a detail-oriented Order Entry Specialist to join our team on a contract basis in Petaluma, California. In this role, you will leverage your expertise in Sage 300 to train staff on order entry processes, ensuring accuracy and efficiency. This position offers an opportunity to make a meaningful impact by optimizing workflows and enhancing operational performance.<br><br>Responsibilities:<br>• Deliver comprehensive training sessions on Sage 300 Order Entry functionalities to team members.<br>• Develop user-friendly documentation and workflows to standardize order entry processes.<br>• Provide expert guidance on maximizing the use of Sage 300 modules for order management.<br>• Troubleshoot and resolve common issues during training to ensure smooth operation.<br>• Recommend strategies to improve data integrity and streamline order management tasks.<br>• Create customized training materials to accommodate various learning styles and technical levels.<br>• Collaborate with teams to identify process improvements and implement best practices.<br>• Offer practical solutions to optimize Sage 300 modules for related tasks like inventory control and accounts receivable.<br>• Ensure compliance with industry standards and company policies within order entry workflows.
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> that supports an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p><br></p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p><br></p>
We are looking for a Front Desk Coordinator to join our team on a contract basis in Palo Alto, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring attentive and efficient interactions. This part-time position requires excellent communication skills and the ability to handle multiple tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Greet and assist visitors and clients in a friendly and attentive manner.<br>• Manage a multi-line phone system, including answering inbound calls and directing them appropriately.<br>• Provide concierge services to meet the needs of guests and staff.<br>• Handle switchboard operations efficiently, managing phone lines ranging from 1 to 10.<br>• Maintain an organized and welcoming reception area.<br>• Coordinate scheduling and appointments as needed.<br>• Respond promptly to inquiries and provide accurate information.<br>• Support administrative tasks and collaborate with team members to ensure smooth daily operations.<br>• Uphold company standards and maintain confidentiality in all interactions.
We are looking for a dedicated Member Services Representative to join our team on a contract basis in Woodside, California. This role involves providing essential administrative support within the Membership Department, ensuring accurate data management and seamless member interactions. The position offers an opportunity to utilize your organizational skills and customer service expertise while contributing to our team's success.<br><br>Responsibilities:<br>• Perform audits of member data to ensure accuracy and completeness.<br>• Process payments, including checks and organizational contributions, with precision.<br>• Print and distribute membership cards efficiently.<br>• Convert ticket purchases into memberships while maintaining detailed records.<br>• Respond to general member inquiries and provide exceptional customer service.<br>• Manage database entries and updates to streamline operations.<br>• Utilize Microsoft Excel and Mail Merge to generate reports and manage communications.<br>• Assist with administrative tasks to support the Membership Department's daily operations.<br>• Ensure timely and accurate handling of membership-related requests.<br>• Collaborate with team members to maintain a high standard of service.
We are looking for a dedicated Customer Service Specialist to join our team on a contract basis in Santa Rosa, California. This role involves providing exceptional support to merchants while ensuring compliance, managing risk, and maintaining high standards of service delivery. The ideal candidate will bring strong technical skills, a keen eye for detail, and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Investigate and monitor merchant processing activities using advanced risk management tools.<br>• Handle customer inquiries by explaining underwriting policies and decisions with clarity.<br>• Conduct thorough investigations to ensure compliance and mitigate risks.<br>• Document risk assessments and findings in a concise and structured manner.<br>• Maintain merchant accounts, including updating profiles and bank account details.<br>• Collaborate with sales and other internal teams to deliver seamless merchant support.<br>• Stay informed about industry trends relevant to merchant services and risk management.<br>• Assist with credit and risk-related tasks, including reviewing merchant accounts.<br>• Ensure all services meet or exceed established quality and service standards.
<p><strong>This position is part-time, Saturdays and Sundays, 3:30 pm to 12:00 am.</strong></p><p><br></p><p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will act as a key point of contact for patients, ensuring seamless navigation through healthcare services and delivering exceptional customer service. This is a long-term contract position where you will play a critical role in enhancing patient experiences and supporting operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison and advocate for patients, assisting them before, during, and after their medical encounters.</p><p>• Coordinate transportation for patients and visitors, including providing shuttle information and campus navigation support.</p><p>• Facilitate scheduling of medical appointments and care plans for both inpatient and outpatient services.</p><p>• Communicate patient concerns to relevant departments, ensuring timely resolution and accurate documentation.</p><p>• Provide comprehensive guidance to patients navigating the healthcare system, ensuring their needs are met efficiently.</p><p>• Uphold high standards of customer service in alignment with healthcare organization protocols and patient-centered care frameworks.</p><p>• Assist patients with accessing resources and services within the healthcare network.</p><p>• Maintain compliance with safety, ethical, and quality standards while addressing patient and guest needs.</p><p>• Participate in ongoing training and education to ensure adherence to organizational standards and improve service delivery.</p><p>• Collaborate with various departments to ensure smooth operations and enhance patient satisfaction.</p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this long-term contract role, you will serve as a vital liaison, ensuring patients and their families receive exceptional service throughout their healthcare journey. This position emphasizes patient-centered interactions, compliance with safety and quality standards, and effective communication to enhance the overall patient experience.</p><p><br></p><p><strong>This is a part-time position, Saturday and Sunday, 11:30 am to 8:00 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison, assisting patients before, during, and after their interactions with healthcare facilities.</p><p>• Facilitate scheduling of physician appointments and coordinate care for both inpatient and outpatient stays.</p><p>• Provide guidance on transportation options, including campus shuttles, to support guests visiting the hospital and clinics.</p><p>• Address patient and guest concerns by communicating with appropriate departments and maintaining necessary records.</p><p>• Execute service practices aligned with organizational standards to uphold an exceptional patient experience.</p><p>• Support compliance with safety, ethical, and quality requirements, including adherence to National Patient Safety Goals.</p><p>• Participate in ongoing education and training programs to maintain proficiency in healthcare navigation.</p><p>• Collaborate with teams to ensure respectful and effective interactions with patients and coworkers.</p><p>• Utilize organizational templates and tools to streamline patient communication and service delivery.</p><p>• Assist patients in navigating healthcare systems and resources to meet their specific needs.</p>
<p>We are looking for a dedicated and resourceful Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital link between patients and healthcare services, ensuring a seamless and positive experience for all. As a long-term contract position, this opportunity allows you to make a lasting impact while working in a dynamic and patient-centered environment.</p><p><br></p><p><strong>The shift for this role is Monday through Friday, 11:30 am to 8:00 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison and guide for patients, helping them navigate healthcare services before, during, and after their medical visits.</p><p>• Provide transportation information and assistance, including details about campus shuttle services for patients and visitors.</p><p>• Coordinate and schedule physician appointments and care plans for both inpatient and outpatient stays.</p><p>• Communicate patient and guest concerns to relevant departments and ensure proper facilitation and documentation.</p><p>• Uphold and promote high-quality service standards in alignment with patient-centered care principles.</p><p>• Assist patients in understanding and utilizing available resources within the healthcare system.</p><p>• Foster a respectful and detail-oriented environment by adhering to safety, ethical treatment, and cultural sensitivity protocols.</p><p>• Maintain compliance with safety programs, patient rights, and national healthcare standards.</p><p>• Participate in ongoing training and education to ensure excellence in service delivery.</p><p>• Support emergency management and teamwork initiatives within the healthcare facility.</p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital point of contact for patients, assisting them with navigating healthcare services and ensuring a seamless experience. This long-term contract position requires a strong commitment to delivering exceptional service and maintaining high standards of attention to detail.</p><p><br></p><p><strong>This is a part-time position, Saturday and Sunday from 11:30 am to 8 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison to support patients before, during, and after their interactions with medical facilities.</p><p>• Assist patients and guests with transportation information, including details about campus shuttles.</p><p>• Coordinate and schedule physician appointments and care for both inpatient and outpatient services.</p><p>• Facilitate communication between patients, guests, and departments to address concerns and ensure proper follow-up.</p><p>• Provide guidance to patients navigating the healthcare system, ensuring clarity and ease during their experience.</p><p>• Uphold safety and quality standards while maintaining sensitivity to cultural diversity and patient rights.</p><p>• Support compliance with National Patient Safety Goals and participate in ongoing education and training.</p><p>• Execute patient care practices aligned with organizational standards and frameworks.</p><p>• Maintain accurate records and summaries of patient interactions to ensure seamless communication.</p><p>• Promote teamwork and respect within all interactions to enhance the patient and guest experience.</p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. This long-term contract position involves assisting patients and guests with navigating healthcare services while delivering exceptional customer service. The role requires a focus on patient-centered care and adherence to high standards of communication and ethical practices.</p><p><br></p><p><strong>The shift for this position is Monday through Friday, 3:30 pm to 12:00 am.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison to ensure patients and guests receive support throughout their healthcare journey.</p><p>• Provide information regarding transportation options, including campus shuttles, to facilitate access to hospital and clinic services.</p><p>• Coordinate the scheduling of physician appointments for both inpatient and outpatient visits.</p><p>• Address and communicate patient and guest concerns to relevant departments, ensuring resolution and proper documentation.</p><p>• Offer guidance and practical solutions to navigate healthcare systems effectively.</p><p>• Maintain compliance with safety and quality standards, including adherence to National Patient Safety Goals.</p><p>• Demonstrate sensitivity to cultural diversity and uphold patient rights and ethical treatment.</p><p>• Participate in ongoing training and development programs to enhance service delivery.</p><p>• Promote teamwork and collaboration across departments.</p><p>• Uphold confidentiality and security standards in all interactions and processes.</p>
<p><strong>Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role could be the perfect next step in your career.</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p>We are looking for a dedicated Customer Navigator to join our team on a long-term contract basis in Palo Alto, California. In this role, you will act as a vital link between patients and healthcare services, ensuring seamless experiences and addressing individual needs. You will be instrumental in fostering positive interactions and providing exceptional non-clinical support to patients and their families.</p><p><br></p><p><strong>This role is part-time, Saturday and Sunday, 3:30 pm to 12:00 am</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for patients, addressing their needs and concerns throughout their healthcare journey.</p><p>• Facilitate the scheduling of appointments and manage care coordination for both inpatient and outpatient services.</p><p>• Provide detailed guidance and information about transportation options, including campus shuttles, to assist patients and guests.</p><p>• Communicate patient and guest feedback to the appropriate departments and ensure proper follow-up when necessary.</p><p>• Uphold high standards of service and patient care in alignment with organizational policies and goals.</p><p>• Support patients in navigating the healthcare system by offering practical advice and solutions tailored to their unique situations.</p><p>• Foster a respectful and collaborative environment by adhering to safety, quality, and ethical treatment standards.</p><p>• Maintain accurate records of interactions and ensure confidentiality is preserved at all times.</p><p>• Participate in ongoing training and education to stay informed about best practices and compliance requirements.</p><p>• Collaborate with colleagues across departments to ensure a consistent and positive patient experience.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations)</li><li>Communicate with clients and custodians to resolve operational issues</li><li>Prepare reports and assist with quarterly client reporting</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion)</li><li>Support meeting preparation and contribute to process improvements</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage</li><li>401(k) match after 6 months</li><li>Three weeks paid vacation plus separate sick days</li></ul>
