<p>As a Customer Service Specialist, you will serve as a key liaison between our company and its clients, ensuring that every interaction reflects our commitment to excellence. In this role, you will be responsible for addressing inquiries, resolving complex issues, and providing timely, accurate information about our products and services. You’ll play a critical part in client retention by fostering positive, professional relationships, managing customer expectations, and offering solutions that best meet their needs. This position requires excellent communication skills, a proactive attitude, and the ability to adapt to a dynamic environment. You will collaborate closely with internal teams to deliver seamless service and continuously seek ways to enhance the customer experience.</p>
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>The Bilingual Spanish Customer Service Representative plays a vital role in delivering exceptional client experiences in both English and Spanish. In this position, you will handle a variety of customer interactions, including questions about products, order processing, returns, and troubleshooting. Your ability to communicate clearly in both languages will help you resolve issues efficiently while building rapport with clients from diverse backgrounds. You’ll be expected to document all interactions in the company’s systems, collaborate with teams to solve complex problems, and contribute ideas for process improvements. Adaptability, empathy, and a customer-first mindset are essential for success in this role.</p>
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</p>
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</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>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>Our company is looking for an enthusiastic and customer-focused Vietnamese-speaking Customer Service Representative to deliver exceptional service and support to our diverse client base.</p><p>This position is responsible for addressing customer inquiries, resolving issues efficiently, and working closely with Vietnamese-speaking clients. You will play an integral role in creating positive experiences, identifying opportunities for improvement in customer service delivery, and cultivating lasting relationships.</p><p>You should be adaptable, tech-savvy, and passionate about helping others, with fluency in Vietnamese and English.</p>
<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>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>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>
<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><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a full-time, experienced <strong>Client Service Specialist</strong> to join their growing team. This role is based in <strong>San Francisco</strong> (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed.</p><p> </p><p><strong>Compensation:</strong> $80,000–$90,000 (DOE) + Bonus + <strong>6% 401(k) match</strong></p><p><strong>Schedule:</strong> Hybrid (3 days in-office), WFH 2 days once trained</p><p> </p><p>This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients.</p><p> </p><p>This position is primarily <strong>back-office/administrative</strong> with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.).</li><li>Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney).</li><li>Communicate with clients by phone or email to answer operational questions and resolve administrative issues.</li><li>Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing.</li><li>Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions.</li><li>Maintain accurate records by updating the portfolio accounting system and CRM.</li><li>Contribute to quarterly reporting—production, review, and delivery of client reports.</li><li>Ensure client service procedures are followed and continuously enhanced for efficiency and quality.</li></ul><p><br></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 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 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 improve processes to enhance the 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 + separate sick days.</li></ul>
<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>
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 Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
We are looking for a skilled Customer Service Representative to join our manufacturing team in San Leandro, California. This position offers a long-term contract opportunity and requires a proactive individual with strong administrative and organizational abilities. The ideal candidate will play a key role in supporting logistics coordination and ensuring smooth operations within the department.<br><br>Responsibilities:<br>• Manage daily administrative duties, including handling correspondence, organizing documents, and performing accurate data entry.<br>• Utilize Microsoft Outlook, Word, and Excel to create and edit reports, documents, and spreadsheets.<br>• Collaborate with the Customer Service team to address overflow tasks and improve operational efficiency.<br>• Communicate effectively with internal departments and external stakeholders to ensure timely follow-ups and resolutions.<br>• Maintain a positive and detail-oriented attitude while assisting with various departmental needs.<br>• Support logistics coordination by monitoring timelines and ensuring smooth workflows.<br>• Help streamline processes to enhance productivity and reduce inefficiencies.<br>• Provide exceptional service by addressing inquiries and resolving minor issues promptly.<br>• Actively contribute to the overall goals of the department through teamwork and initiative.
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</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>
<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 an experienced Sr. Benefits Specialist to join our team on a contract basis in Fremont, California. In this role, you will be responsible for overseeing benefits administration, leave management, compliance, and employee support to ensure that our workforce receives exceptional service and guidance. The ideal candidate will have a strong background in HR operations, benefits coordination, and regulatory compliance, as well as a passion for providing clear and empathetic communication to employees.<br><br>Responsibilities:<br>• Manage employee benefits programs, including medical, dental, vision, life insurance, disability, and retirement plans, while serving as the primary point of contact for employee inquiries.<br>• Educate employees on 401(k) plan options, eligibility requirements, and retirement planning basics, facilitating contribution changes and guiding them through the process.<br>• Support the implementation and communication of updates to 401(k) vendors, including conducting training sessions and providing system navigation assistance.<br>• Administer accommodation requests by coordinating interactive meetings, collecting documentation, and tracking approvals to ensure compliance.<br>• Oversee leave of absence processes, including eligibility determinations, employee notifications, tracking, and communication for statutory/state leaves, FMLA, Workers’ Compensation, and other leave types.<br>• Collaborate with managers to ensure smooth leave coordination and seamless return-to-work transitions.<br>• Conduct job classification reviews to ensure compliance with California labor laws and proper employee designation as exempt or non-exempt.<br>• Perform regular audits of employee data, benefit elections, and classification statuses within HR systems to maintain accuracy and compliance.<br>• Process employee changes in HR platforms, including compensation adjustments, job role updates, leave statuses, and benefit modifications.<br>• Provide timely and empathetic support to employees, answering questions related to benefits, leave processes, accommodations, and HR policies.
<p>A San Francisco–based law firm is seeking a professional and reliable Receptionist to provide short-term front desk coverage on Thursday, 12/11 from 1:00 PM–4:30 PM (training/shadowing) and Friday, 12/12 from 9:00 AM–4:30 PM (full-day coverage). This role is responsible for ensuring smooth day-to-day operations at the reception area, including greeting visitors, managing incoming calls, retrieving and distributing mail, and supporting basic administrative tasks. The ideal candidate has strong communication skills, a polished demeanor, and previous experience in a receptionist or administrative support role within a professional office setting.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>• Provide front-desk coverage, greet visitors, and maintain a professional reception environment</p><p>• Answer and route incoming calls promptly and courteously</p><p>• Retrieve, scan, and distribute daily mail</p><p>• Assist with basic administrative and clerical tasks as needed</p><p>• Support attorneys and staff with general office needs</p><p>• Maintain confidentiality and uphold professional standards at all times</p>
