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21 results for Patient Accessservices Specialist in Oakland, CA

Patient Access Rep
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 25 - 30 USD / Hourly
  • <p>We are looking for a <strong>Patient Access Rep</strong> to support front-end patient registration and admission activities in California. This <strong>Patient Access Rep </strong>Long-term Contract position is ideal for someone beginning a career in healthcare administration or bringing strong customer service experience from another industry. In this <strong>Patient Access Rep </strong>role, you will help patients navigate registration, insurance verification, payment collection, and required documentation while delivering detail-oriented service in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><p>• Complete patient intake, admission, and registration activities with attention to accuracy, timeliness, and privacy standards.</p><p>• Assures secure handling and accurate recording of payments collected at the point-of-service delivery.</p><p>• Builds a foundational understanding of the different health insurance coverage options and the related processes and procedures.</p><p>• Able to handle routine/simple patient escalations and perform service recovery.</p><p>• Escalates any advanced or complex registrations to a more experienced team member.</p><p>• Greets patients and begins the registration process. Maintains professional communication with various PAS staff medical center staff physicians guests and patients regarding the admitting/registration services rendered. </p><p>• Meets weekly individual productivity and key performance indicators and standards while following planned priorities as set by the department leadership team.</p>
  • 2026-05-27T00:00:00Z
Patient Access Rep
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 25 - 30 USD / Hourly
  • <p>We are looking for a Patient Access Rep to support front-end registration and admission activities for a healthcare setting in Palo Alto, California. This Long-term Contract opportunity is well suited for someone who enjoys helping patients, managing administrative details accurately, and delivering strong service in a fast-paced environment. In this role, you will assist with intake documentation, payment collection, insurance verification support, and routine patient questions while maintaining compliance and productivity standards.</p><p><br></p><p>Responsibilities:</p><p>• Complete patient registration and admission tasks with accuracy, ensuring records and supporting documents are properly entered and maintained.</p><p>• Collect point-of-service payments securely and document transactions in accordance with billing and compliance expectations.</p><p>• Review available insurance information and other financial resources to help support appropriate coverage and payment processing.</p><p>• Respond to routine patient questions and concerns with professionalism, resolving straightforward issues and escalating complex matters when needed.</p><p>• Prepare and obtain required forms and documentation to support admission, billing, and regulatory requirements.</p><p>• Develop working knowledge of common insurance plans, coverage guidelines, and patient access procedures used in daily operations.</p><p>• Track individual productivity goals and key performance measures while following departmental priorities and service standards.</p><p>• Support patient access operations across assigned functional areas as business needs require during rotating shifts.</p><p><br></p><p><strong><u>This facility is open 24/7 so you will need to be flexible on scheduling</u></strong></p><p>Shifts may vary:</p><p>Morning shifts: 0700-0930</p><p>Afternoon shifts: 1200-1300</p><p>Evening shifts: 1700 - 1900</p><p>And weekend availability is preferred.</p>
  • 2026-05-27T00:00:00Z
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.<br><br>Responsibilities:<br>• Complete patient intake, admission, and registration activities with a high level of accuracy and professionalism.<br>• Collect point-of-service payments, record transactions correctly, and safeguard funds in accordance with established procedures.<br>• Review insurance details and available financial resources to help support coverage verification and billing readiness.<br>• Respond to routine patient questions and concerns, providing courteous service and basic issue resolution when appropriate.<br>• Prepare and gather required forms and supporting documents to meet billing, regulatory, and compliance needs.<br>• Route complex registration issues or non-routine escalations to senior team members for further review and resolution.<br>• Maintain expected productivity levels and performance targets set by department leadership on a weekly basis.<br>• Support a variety of Patient Access operational tasks based on departmental priorities and daily workflow needs.
  • 2026-05-27T00:00:00Z
Patient Admin Specialist (PAS)
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 25 - 35 USD / Hourly
  • We are looking for a Patient Admin Specialist (PAS) to support front-desk and patient registration activities in an outpatient clinic in Palo Alto, California. This Long-term Contract position focuses on creating a smooth patient experience by coordinating appointments, assisting with surgery scheduling, handling routine administrative work, and responding to non-clinical inquiries with professionalism and care. The role also helps keep daily clinic operations organized through accurate documentation, communication with providers, and timely management of records, messages, and office correspondence.<br><br>Responsibilities:<br>• Welcome patients at the front desk, guide them through check-in and check-out, and address routine questions related to appointments, schedules, and payments.<br>• Coordinate new patient intake and assist with scheduling needs, including surgical appointments and time-sensitive requests from care teams.<br>• Work closely with providers and clinic staff to align appointment availability with patient needs and urgent scheduling priorities.<br>• Support patient and physician communication by using approved reference materials, office tools, and established workflows.<br>• Maintain clinic administrative systems by updating databases, processing internal documents, and keeping information accurate and organized.<br>• Respond to non-clinical messages received through CRM platforms and patient communication channels, escalating issues when follow-up is needed.<br>• Manage incoming and outgoing office materials such as faxes, mail, and clinic documentation while ensuring proper filing and distribution.<br>• Deliver attentive service that supports departmental expectations for quality, responsiveness, and patient satisfaction.
  • 2026-05-20T00:00:00Z
Patient Admin Specialist (PAS)
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 25 - 35 USD / Hourly
  • We are looking for a Patient Admin Specialist (PAS) to support front-office operations in an outpatient clinic in California. This Long-term Contract position focuses on patient registration, appointment coordination, surgery scheduling support, and day-to-day administrative service for a busy clinical environment. The ideal candidate brings strong customer service skills, comfort with medical office systems, and the ability to stay organized while responding to changing patient and provider needs.<br><br>Responsibilities:<br>• Welcome patients at the front desk, guide them through check-in and check-out, and address routine questions related to appointments, schedules, and payments.<br>• Coordinate new patient intake and assist with surgery scheduling and other appointment-related activities to keep clinic operations running smoothly.<br>• Work closely with providers and clinic staff to align scheduling priorities and help address urgent administrative patient needs in a timely manner.<br>• Support non-clinical patient and provider communication by responding to messages in CRM and related systems, escalating issues when further follow-up is needed.<br>• Maintain accurate records by updating databases, processing internal documents, and managing clinic information used for daily operations.<br>• Handle incoming and outgoing administrative materials, including faxes, mail, and filing, while ensuring documentation is organized and accessible.<br>• Use reference materials and office tools to assist with patient administrative support and reinforce service quality standards across the clinic.<br>• Contribute to a positive patient experience by delivering attentive service, managing multiple tasks efficiently, and supporting overall front-office workflow.
  • 2026-05-19T00:00:00Z
Patient Admin Specialist (PAS)
  • Redwood City, CA
  • onsite
  • Temporary / Contract
  • 25 - 30 USD / Hourly
  • We are looking for a Patient Admin Specialist (PAS) to support front-desk and patient registration activities in an outpatient clinic in California. This long-term contract position is ideal for someone who combines strong customer service skills with the ability to manage scheduling, documentation, and patient communications in a fast-paced healthcare setting. The role focuses on creating a smooth experience for patients while helping the clinic stay organized, responsive, and efficient during daily operations.<br><br>Responsibilities:<br>• Welcome patients upon arrival, guide them through check-in and check-out steps, and address routine questions related to appointments, billing, and visit logistics.<br>• Coordinate new patient intake and assist with arranging procedures and surgery appointments based on provider availability and clinic priorities.<br>• Work closely with physicians and clinic staff to align scheduling needs and help address time-sensitive patient concerns promptly.<br>• Support patient and provider interactions by using approved reference materials, office tools, and established administrative procedures.<br>• Maintain accurate clinic records by updating databases, processing internal documentation, and organizing front-office information.<br>• Respond to non-clinical inquiries received through phone, messaging, or CRM systems, and escalate issues when they require additional review.<br>• Handle incoming and outgoing administrative materials, including faxes, mail, and clinic documentation, while ensuring proper distribution and filing.<br>• Contribute to high service standards by managing multiple front-office tasks efficiently and maintaining a thorough, patient-focused approach throughout the day.
  • 2026-05-21T00:00:00Z
Patient Service Representative II
  • Newark, CA
  • onsite
  • Temporary / Contract
  • 28.34 - 28.34 USD / Hourly
  • <p>We are offering a long-term contract employment opportunity for a Patient Service Representative in Newark, CA. This role is in the healthcare industry where you will be interacting with customers and patients, managing their accounts, and handling their scheduling inquiries. </p><p><br></p><p><strong>What you will do:</strong></p><p> - Responds to a high-volume of incoming and outgoing telephone calls and faxed referral</p><p> - Coordinates care by scheduling editing and maintaining routine patient physician appointments for new and returning patients.</p><p> - Facilitates communication between the patient and the physician or clinic</p><p> - Delivers expert knowledge regarding clinic-specific processes</p><p> - Accurately documents and routes calls to the proper department</p><p> - Identifies urgent customer needs or operational issues and escalates appropriately</p><p> - Works with care teams patients and outside facilities to obtain necessary information required for care.</p><p> - Communicates with the care team and support staff on various patient issues.</p><p> - Obtains and updates insurance information.</p><p> - Meets all regulatory and compliance standards</p><p> - Delivers high-level of customer service</p><p> - Follows documented protocols and guidelines</p><p> - Meets and exceeds departmental quality assurance standards</p><p> - Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding services</p><p> - Uses functionality of the telephone system as required</p><p> - Other departmental duties as assigned</p>
  • 2026-05-21T00:00:00Z
Bilingual Spanish/English Patient Access Representative
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 25 - 29 USD / Hourly
  • <p>We are looking for a Bilingual (Spanish/English) Patient Access Representative to support this onsite front-end patient registration and admission activities for a Long-term Contract position in Palo Alto, California. This role is well suited for someone early in their career who brings strong customer service skills, attention to detail, and a detail-oriented approach to patient interactions. The selected candidate will help verify coverage, collect required documentation, process point-of-service payments, and assist with routine service needs while maintaining accuracy, compliance, and productivity standards.</p><p><br></p><p>Responsibilities:</p><p>• Register patients accurately and complete admission-related tasks while ensuring required forms and supporting documents are properly gathered and recorded.</p><p>• Verify insurance details and other available financial resources to help support billing accuracy and patient access to care.</p><p>• Receive and document payments collected at the time of service using secure cash-handling and payment-processing practices.</p><p>• Respond to routine patient questions and concerns in a courteous manner, providing timely assistance and appropriate follow-up.</p><p>• Address straightforward service issues and escalate complicated registration matters to senior team members when needed.</p><p>• Meet departmental productivity goals and weekly performance expectations by managing assigned priorities efficiently.</p><p>• Use patient access systems and related software to maintain complete, accurate records and support daily operational workflows.Bil</p>
  • 2026-05-27T00:00:00Z
A/P, A/R Specialist
  • Vacaville, CA
  • onsite
  • Permanent / Full Time
  • 78000 - 80000 USD / Yearly
  • <p>We are looking for an A/P, A/R Specialist to join our organization in Solano County, California. This position supports daily accounting operations by managing both incoming and outgoing transactions, maintaining accurate records, and helping ensure timely financial activity across the business. The role works closely with teams across sales, operations, procurement, and logistics to keep billing, payments, and reconciliations running smoothly in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Create and distribute customer invoices using shipment details, contract terms, and approved pricing information.</p><p>• Record and apply customer remittances in NetSuite, including electronic payments and checks, to keep account balances current.</p><p>• Review receivables aging and communicate with customers or internal partners to address overdue amounts promptly.</p><p>• Research billing issues and coordinate with sales, customer service, and logistics teams to correct discrepancies.</p><p>• Assist with establishing customer accounts and supporting credit review activities as needed.</p><p>• Enter and manage a high volume of supplier invoices in NetSuite while confirming proper coding and required authorizations.</p><p>• Complete purchase order, receipt, and invoice matching to verify payable accuracy before processing.</p><p>• Prepare vendor disbursements through approved payment methods and help maintain timely payment schedules.</p><p>• Reconcile supplier statements, resolve payment differences, and keep vendor master data accurate and current.</p><p>• Contribute to month-end close, audit support, account reconciliations, and compliance with internal controls and food manufacturing</p>
  • 2026-05-12T00:00:00Z
Medical Eligibility and Payment Posting Specialist
  • Pleasanton, CA
  • onsite
  • Temporary / Contract
  • 27 - 33 USD / Hourly
  • <p>We are looking for a Medical Eligibility and Payment Posting Specialist to support healthcare revenue cycle operations in Pleasanton, California. This Long-term Contract position focuses on verifying coverage, reviewing coding-related information, posting payments accurately, and helping ensure patient accounts are updated correctly. The ideal candidate brings strong knowledge of outpatient coding standards, insurance and Medicaid eligibility processes, and patient billing support within a medical environment.</p><p><br></p><p>Responsibilities:</p><p>• Verify insurance, Medicaid, and patient coverage details to confirm benefits and eligibility before services are processed.</p><p>• Post payments to patient accounts with accuracy, reconcile transactions, and investigate discrepancies that affect account balances.</p><p>• Review medical coding information using ICD-10 and CPT guidelines to support clean claim and billing workflows.</p><p>• Prepare and distribute patient statements while helping resolve account questions related to charges, payments, and coverage.</p><p>• Maintain complete and accurate documentation within billing and coding records to support compliance and audit readiness.</p><p>• Coordinate with internal teams to address claim issues, eligibility questions, and payment posting exceptions in a timely manner.</p><p>• Assist with updates to workflows or systems when needed as part of ongoing operational support responsibilities.</p><p><br></p><p>If you are interested in this role, please apply today and call us at (510) 470-7450</p>
  • 2026-05-21T00:00:00Z
Medical Front Desk Specialist
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 25 - 30 USD / Hourly
  • <p><strong>Job Summary</strong></p><p>We are seeking a friendly, organized, and detail-oriented Medical Front Desk / Patient Scheduling candidates to join our client&#39;s healthcare team. This role is responsible for providing excellent customer service while managing patient scheduling, registration, and front office operations in a fast-paced medical environment. Most positions are onsite in Palo Alto, CA.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Answer high-volume inbound calls and assist patients with scheduling appointments</li><li>Check patients in and out for appointments</li><li>Verify insurance information and update patient demographics</li><li>Maintain accurate patient records in the electronic medical record (EMR) system</li><li>Provide patients with information regarding appointments, referrals, and office policies</li><li>Coordinate schedules for providers and ensure efficient patient flow</li><li>Handle front desk administrative duties including scanning, filing, faxing, and data entry</li><li>Maintain HIPAA compliance and patient confidentiality at all times</li><li>Deliver professional and compassionate customer service to patients, families, and staff</li></ul>
  • 2026-05-26T00:00:00Z
Healthcare Data Management Specialist
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 25 - 29 USD / Hourly
  • <p>Our client, a leading healthcare organization in Palo Alto, is hiring a <strong>Healthcare Data Management Specialist </strong>to support their blood center operations. This is a <strong>detail-heavy, data entry-focused healthcare role</strong> working with confidential medical records and imaging systems.</p><p><strong> </strong></p><p><strong>Healthcare Data Management &amp; Imaging Specialist</strong></p><ul><li>Accurately enter, update, and maintain donor and medical data within electronic databases and record systems </li><li>Review and correct discrepancies in medical history records and blood product documentation </li><li>Scan and image confidential medical records and donor charts into electronic imaging systems </li><li>Maintain organized filing systems and prepare records for off-site storage </li><li>Run reports, perform data audits, and ensure accuracy of donor information and documentation </li><li>Support DonorID (DID) system setup, maintenance, and data transfers between systems </li><li>Perform clerical duties including filing, record maintenance, answering phones, and document processing </li><li>Maintain confidentiality and compliance with HIPAA, safety regulations, and medical documentation standards </li><li>Work closely with clinical and laboratory staff to resolve documentation and data issues </li><li>Flexible schedule required, including evenings and weekends based on operational needs </li><li><strong>Shift: </strong>Tuesday–Friday, 11:00AM–9:30PM (but need to be flexible based on the above)</li></ul><p><br></p>
  • 2026-05-20T00:00:00Z
Benefits Specialist
  • Fremont, CA
  • onsite
  • Temporary / Contract
  • 40 - 40 USD / Hourly
  • <p>**CONTRACT ROLE - Benefits Specialist**</p><p>**100% ON-SITE - FREMONT, CA**</p><p><br></p><p>We are looking for a Benefits Specialist to support benefits administration for a healthcare organization in Fremont, California. This is an estimated 3-4 month Contract position focuses on helping employees and internal stakeholders with enrollment-related questions, maintaining accurate records, and ensuring benefit processes run smoothly. The ideal candidate brings hands-on experience with benefits operations, strong spreadsheet skills, and the ability to manage detailed administrative work in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the shared benefits mailbox and provide timely, accurate responses to employee questions involving enrollment periods and follow-up benefit updates.</p><p>• Coordinate administrative support for benefits programs by tracking Medicare reimbursements, handling payment-related paperwork, and organizing supporting records.</p><p>• Assist with both advance and follow-up enrollment activities, including entering information into internal systems and preparing employee communications.</p><p>• Maintain detailed Excel trackers to monitor benefit-related activity, status updates, and required follow-through.</p><p>• Use HR and benefits platforms to complete routine transactions, verify records, and support day-to-day program administration.</p><p>• Partner with HR team members to support onboarding and related benefit processes for employees as needed.</p><p>• Help ensure documentation is complete, current, and properly stored to support compliance and reporting needs.</p><p>• Process time-sensitive benefit invoices - weekly &amp; monthly</p>
  • 2026-05-16T00:00:00Z
Medical Customer Service Rep
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 18 - 19 USD / Hourly
  • <p>We are looking for a Medical Customer Service Rep to support home-based care coordination for patients managing chronic conditions. This Contract position is based in San Francisco, California, and focuses on delivering responsive service through phone, ticketing, and scheduling support in a fast-moving healthcare environment. The person in this role will help organize patient visit logistics, maintain accurate documentation, and work closely with pharmacies, nurses, and internal teams to keep operations running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate in-home nursing visit schedules using internal systems and external tools to ensure timely patient care.</p><p>• Respond to a steady volume of inbound calls from patients, pharmacy partners, and nursing staff with professionalism and urgency.</p><p>• Monitor and resolve service requests in Zendesk while keeping records accurate, complete, and up to date.</p><p>• Confirm upcoming appointments and adjust visit details as needed to support daily care delivery.</p><p>• Gather, review, and upload required documentation to maintain compliance and support continuity of service.</p><p>• Manage competing priorities efficiently in a high-volume setting while meeting established turnaround expectations.</p><p>• Partner with cross-functional teams to share observations, address workflow challenges, and improve service quality.</p><p>• Build productive working relationships with specialty pharmacies and nursing partners to support coordinated care.</p><p>• Identify opportunities to streamline administrative processes and contribute ideas that enhance operational performance.</p><p><br></p>
  • 2026-05-27T00:00:00Z
AP Specialist
  • Hayward, CA
  • onsite
  • Temporary / Contract
  • 25 - 35 USD / Hourly
  • <p>We are seeking a reliable and detail-oriented Accounts Payable Specialist for an ongoing temporary, part-time opportunity. This position is ideal for someone who enjoys working in a collaborative environment and has strong invoice processing and vendor management experience.</p><p><br></p><p>This role will support day-to-day accounting operations and assist with maintaining accurate and timely accounts payable functions.</p><p><br></p><p>Responsibilities</p><ul><li>Process high-volume invoices accurately and efficiently</li><li>Match invoices to purchase orders and receiving documentation</li><li>Prepare and process check runs and electronic payments</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Respond to vendor inquiries in a professional and timely manner</li><li>Maintain organized AP records and supporting documentation</li><li>Assist with month-end closing activities related to accounts payable</li><li>Ensure compliance with internal policies and procedures</li></ul><p><br></p><p><br></p>
  • 2026-05-12T00:00:00Z
Healthcare Call Center Access Operations Role
  • Newark, CA
  • onsite
  • Temporary / Contract
  • 27 - 28 USD / Hourly
  • <p>These are on site positions in Newark, CA. Must have 2 years of call center experience, medical terminology, and some medical office experience.</p><p><br></p><p>We are looking for an Access Operations Agents to support patient registration and appointment coordination in California. This Long-term Contract position plays an important role in creating a smooth experience for patients by managing scheduling, handling inquiries, and ensuring information is recorded accurately. The person in this role will serve as a key connection point between patients, providers, clinic staff, and outside facilities while maintaining a high standard of service, accuracy, and compliance. This is an opportunity on a day shift schedule with 40 hours per week.</p><p><br></p><p>Responsibilities:</p><p>• Manage appointment coordination for new and returning patients by arranging, updating, and maintaining physician and clinic schedules.</p><p>• Serve as a communication link between patients and care teams, ensuring questions, messages, and follow-up needs are directed appropriately.</p><p>• Record call details thoroughly and route inquiries to the correct department for timely resolution.</p><p>• Recognize urgent patient concerns or workflow issues and escalate them to the appropriate team members without delay.</p><p>• Gather and verify information from patients, care teams, and external facilities to support continuity of care.</p><p>• Update insurance details and maintain accurate patient records within database systems and medical documentation tools.</p><p>• Provide clear guidance on clinic procedures, available services, and next steps by using reference materials and knowledge resources.</p><p>• Follow established protocols, regulatory requirements, and quality standards while supporting additional departmental tasks as needed.</p>
  • 2026-05-12T00:00:00Z
AP/AR Specialist
  • San Rafael, CA
  • onsite
  • Temporary / Contract
  • 35 - 37 USD / Hourly
  • We are looking for an AP/AR Specialist to join a membership-focused organization in San Rafael, California on a Contract basis. This role will provide immediate accounting support by handling daily financial transactions, keeping records current, and helping the team stay organized during a busy operational period. The position is well suited for someone who can work efficiently in a fast-moving setting, apply sound judgment, and maintain accuracy across a high volume of financial activity.<br><br>Responsibilities:<br>• Enter and update large volumes of financial data with a high degree of accuracy across core accounting records.<br>• Process invoices, payments, cash receipts, and billing activity to support both accounts payable and accounts receivable functions.<br>• Reconcile account balances and review transactions to help maintain reliable financial reporting.<br>• Support daily accounting activity tied to multiple sources of revenue and routine operational needs.<br>• Manage a substantial monthly transaction load while keeping documentation complete, organized, and audit-ready.<br>• Assist with the handling and tracking of a high volume of financial records and supporting documents.<br>• Contribute to continuity of operations by supporting accounting workflows connected to the Club Essentials platform transition.<br>• Coordinate with leadership to determine priorities, address urgent items, and keep work moving on schedule.
  • 2026-05-27T00:00:00Z
Customer Service Specialist
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 23 - 26 USD / Hourly
  • <p>We are seeking a Customer Support / Escalations Specialist to handle complex customer issues, ensure timely resolutions, and provide a high level of service.</p><p><strong>Job Description</strong></p><ul><li>Respond to escalated customer concerns via phone, email, or chat</li><li>Investigate issues and coordinate with internal departments for resolution</li><li>Maintain detailed documentation of customer cases and outcomes</li><li>Identify recurring issues and recommend process improvements</li><li>Provide support to frontline team members on escalated matters</li><li>Ensure customer concerns are resolved in a timely and professional manner</li></ul><p><br></p>
  • 2026-05-08T00:00:00Z
Client Accounts Specialist
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • <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>
  • 2026-05-01T00:00:00Z
Client Services Associate
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Thriving Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a<strong> generous 401(k) match</strong>, comprehensive health coverage,<strong> unlimited PTO</strong>, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-05-27T00:00:00Z
Hybrid Medical Affairs Project Coordinator
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>We are partnering with an innovative healthcare technology organization to identify a highly organized <strong>Medical Affairs Project Coordinator</strong> for a contract opportunity supporting a fast-paced medical affairs operations team. This role is ideal for someone who thrives in a collaborative environment, enjoys coordinating complex projects, and can confidently manage operational details that keep strategic initiatives moving forward.</p><p><br></p><p>This position will work closely with senior leadership, serving as a key operational partner to support cross-functional programs, streamline department processes, and ensure projects stay on track. The ideal candidate brings strong administrative and project coordination skills, along with experience supporting teams in healthcare, biotech, life sciences, or similarly regulated industries.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Partner directly with senior leadership to provide day-to-day operational and project support for the medical affairs function</li><li>Coordinate timelines, deliverables, and progress tracking across multiple ongoing projects and strategic initiatives</li><li>Prepare, organize, and maintain reports, presentations, project materials, and key documentation</li><li>Manage department document repositories, ensuring accurate version control, organization, and accessibility</li><li>Support implementation and day-to-day use of project tracking systems, digital tools, and workflow processes</li><li>Facilitate communication between internal teams and cross-functional stakeholders to support project alignment</li><li>Coordinate team meetings, including scheduling, agenda preparation, documentation, and follow-up on action items</li><li>Process financial and administrative tasks such as purchase requisitions, purchase orders, invoicing, and vendor coordination</li><li>Assist with vendor communications and help track deliverables to ensure project timelines are met</li><li>Support resource planning, budget tracking, and administrative oversight for team initiatives</li><li>Identify opportunities to improve processes and enhance operational efficiency across the department</li></ul><p><br></p>
  • 2026-05-26T00:00:00Z