37 results for Customer Navigator in Palo Alto, CA

Medical Customer Service Rep We are in the process of hiring a Medical Customer Service Rep at our Newark, California location. As part of our team, the chosen candidate will be responsible for answering customer inquiries via phone and email, maintaining customer records, and processing credit applications. This role also necessitates the execution of additional tasks as required within the established procedures. Responsibilities:<ul><li>Answer telephone calls and emails, providing information related to invoice status, check details, and Accounts Payable inquiries.</li><li>Direct calls requiring additional assistance to the appropriate departments and ensure follow-ups are completed.</li><li>Assist the Accounts Payable department with vendor statement reconciliations.</li><li>Date-stamp and sort invoices daily upon receipt in the Accounts Payable department.</li><li>Enter invoices requiring approval into the system for accurate record-keeping.</li><li>Ensure customer inquiries are resolved efficiently and that follow-ups are conducted.</li><li>Maintain and organize department supplies.</li><li>Adhere to Service Standards to ensure quality customer interactions.</li><li>Scan invoices requiring approvals and upload them to appropriate folders daily.</li><li>Sort, file, and retrieve documents as needed.</li></ul>

Customer Assistant Our client is specifically looking for candidates who have:· Six-months of customer service experience· Healthcare experience preferred but not required· High school diploma or GED equivalent Experience· Type 40 words per minute (Will need to take a typing assessment)· Excellent customer service skills· Demonstrated knowledge of proper English grammar in speaking and writing· Effectively listen to resolve patient's/customers inquiries· Maintain respect and composure in stressful situations· Navigate complex software tools and accurately input data· Effectively document caller notes into the medical record· Ability to adjust communication to fit the needs and level of understanding of the receiver· Ability to apply business logic to resolve patient/customer issues while managing multiple priorities

Senior Client Service Associate **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service AssociateEmployment Type: Full-TimeLocation: Walnut Creek; 5 days on siteSalary: $80-120k + bonus A well-established Wealth Management (RIA) firm is seeking a full-time experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential clients. Join a dynamic, collaborative team that values teamwork and client success! Responsibilities:<ul><li>Working closely with financial advisors to facilitate a smooth onboarding process for new clients.</li><li>Coordinating and managing client and prospect meetings, including scheduling, preparation, and follow-up.</li><li>Maintaining and updating CRM systems to ensure accurate client and prospect records.</li><li>Attending client meetings under the guidance and supervision of a financial advisor.</li><li>Handling client service tasks such as collecting financial planning information, managing account setup and maintenance, and addressing inquiries.</li><li>Engaging and contributing to team meetings and discussions.</li></ul>

Collections Specialist (AR) Position Overview:The Collections Specialist will be responsible for managing customer accounts, overseeing accounts receivable activity, and ensuring timely collection of outstanding invoices. The ideal candidate will possess strong communication, negotiation, and problem-solving skills, with an in-depth understanding of collections processes, systems, and best practices. Key Responsibilities:<ul><li>Monitor and manage accounts receivable to ensure timely payment of outstanding invoices</li><li>Conduct a high volume of outbound calls and send email correspondence to customers to resolve overdue accounts and collect payments</li><li>Investigate and resolve billing discrepancies in collaboration with customers and internal departments.</li><li>Prepare, analyze, and deliver detailed aging reports and summaries to management on account statuses</li><li>Maintain accurate and detailed records of all collection communications in the company's financial systems</li><li>Negotiate and establish payment plans, as necessary, to facilitate collections and reduce delinquencies.</li><li>Respond promptly to customer inquiries and concerns regarding account balances and billing issues.</li><li>Collaborate with teams such as sales, customer service, and accounting to address disputes and improve the collection process.</li><li>Support month-end and quarter-end activities, ensuring all receivables are reconciled correctly.</li><li>Recommend accounts for write-offs and coordinate with management on recovery efforts where applicable.</li><li>Maintain a high degree of professionalism, ethical communication and confidentiality both internally and with customers</li></ul>

Senior Client Service Associate *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.Responsibilities: <ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Temporary Dental Front Desk Robert Half has an immediate need for a Front Desk Administrator for a dentist's office in San Carlos. Our client is a small, friendly, and patient-focused dental practice committed to providing high-quality dental care in a welcoming and comfortable environment. Their team is looking for a customer focused Front Desk Receptionist to be the first point of contact for our patients and ensure smooth operations at the front office. Please find the duties below and if interested, apply now. Our client is looking for immediate support. Do not wait, apply now! Responsibilities: <ul><li>Greet patients warmly, manage appointment scheduling, and handle phone inquiries with professionalism and care</li><li>Provide exceptional customer service and create a welcoming atmosphere for patients</li><li>Manage patient records, handle billing and insurance processing, and ensure smooth office operations</li></ul>

Front Desk/Receptionist - Recent Grad Encouraged to Apply Job Description: Front Desk Coordinator We are seeking a friendly, organized, and professional Front Desk Coordinator with 1-3 years of experience to be the first point of contact for our office. In this role, you will manage front desk operations, provide exceptional customer service, and ensure a welcoming environment for visitors and staff. You will also support administrative tasks to help streamline office efficiency.Key Responsibilities:<ul><li>Greet and assist visitors, clients, and staff with professionalism and a positive attitude.</li><li>Answer and direct phone calls, emails, and inquiries to the appropriate departments.</li><li>Maintain the reception area, ensuring it is clean, organized, and stocked with supplies.</li><li>Coordinate appointments, meeting room schedules, and other office activities.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Provide administrative support, including data entry, filing, and other clerical duties as assigned.</li><li>Serve as a resource for general office information and assist with employee requests when needed.</li></ul>

Customer Service Representative We are offering a permanent employment opportunity for a Customer Service Representative in San Francisco, California. Operating within the dynamic industry, this role requires a dedicated individual who can handle customer queries, ensure accurate record-keeping, and contribute to process improvement. Responsibilities: • Accurately and efficiently handle customer inquiries primarily through email, and also via phone and chat. • Monitor customer accounts and provide feedback on customer sentiment and trends to help the team improve services and address recurring issues. • Continuously stay updated on new product features and company updates to provide customers with accurate and relevant information. • Collaborate with cross-functional teams to advocate for customer needs and improve overall experience. • Analyze customer feedback and trends to drive continuous improvement initiatives. • Develop, refine, and suggest process improvements, including enhancements to internal and customer-facing documentation, to boost efficiency and reduce contact rates. • Develop and document best practices to standardize issue resolution and enhance team productivity.

Customer Service Representative We are seeking a Customer Service Representative in the Import & Distribution industry, based in South San Francisco, California. This role offers a contract to permanent employment opportunity, where you will be an integral part of our team, managing customer interactions, maintaining their records, and ensuring their orders are processed efficiently. Responsibilities:• Manage incoming phone calls, ensuring they are screened and forwarded appropriately• Welcome guests including customers, vendors, and visitors with a detail oriented demeanor• Efficiently handle customer orders received via phone or fax, ensuring they are processed correctly• Respond to customer inquiries regarding product availability and delivery schedules• Maintain up-to-date company sales catalogs for easy reference• Ensure all invoices are double-checked, alphabetized, and filed systematically• Handle additional tasks as required to ensure smooth operations• Utilize your skills in Microsoft Word and Order Entry for efficient data management and customer service.

Front Desk/Receptionist - Recent Grad Encouraged to Apply Job Description: Front Desk Coordinator We are seeking a friendly, organized, and professional Front Desk Coordinator with 1-3 years of experience to be the first point of contact for our office. In this role, you will manage front desk operations, provide exceptional customer service, and ensure a welcoming environment for visitors and staff. You will also support administrative tasks to help streamline office efficiency.Key Responsibilities:<ul><li>Greet and assist visitors, clients, and staff with professionalism and a positive attitude.</li><li>Answer and direct phone calls, emails, and inquiries to the appropriate departments.</li><li>Maintain the reception area, ensuring it is clean, organized, and stocked with supplies.</li><li>Coordinate appointments, meeting room schedules, and other office activities.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Provide administrative support, including data entry, filing, and other clerical duties as assigned.</li><li>Serve as a resource for general office information and assist with employee requests when needed.</li></ul>

Customer Care Representative We are offering a long-term temporary opportunity for a Customer Care Representative within the construction industry in Mountain House, California. This role involves managing customer relations, coordinating with construction staff, and overseeing the completion of tasks related to new home developments. Responsibilities: • Supervise the repair tasks performed by subcontractors post handover of the homes to homeowners.• Conduct thorough checks of homes, creating a detailed list of tasks for construction prior to delivering the home to the customer.• Manage the operation of walk-through repairs in coordination with construction staff and contractors, ensuring completion within a stipulated timeframe.• Schedule home inspections with homeowners, evaluate routine warranty claims and ensure all service requests are completed within a given period.• Provide timely and accurate updates to the Customer Care Manager regarding progress and scopes of work.• Maintain a positive relationship with homeowners by providing detail oriented, timely, and services.• Evaluate the performance of subcontractors and the quality of materials used, updating the Customer Service Manager accordingly.• Participate in the emergency on-call rotation service schedule.• Work cooperatively with the Customer Service Manager on special projects as needed.• Attend and participate in department meetings regularly.• Maintain meticulous service request logs and documentation of all work performed. Please call 209.279.5269 for immediate consideration

Collections Specialist Robert Half is partnering with a well-respected organization looking for their next Collections Analyst, managing the Accounts Receivable (AR) portfolio for wine industry fulfillment operations. In this role, you will team up with the Billing Specialist to ensure timely client payments, minimize delinquencies, and evaluate credit risk, all while fostering positive client relationships. Your work will directly influence financial stability and client satisfaction, as you collaborate with Client Success, Sales, and Management to refine AR processes and mitigate financial risks. We’re seeking candidates with expertise in fulfillment and logistics billing, preferably in the wine industry. Familiarity with Direct-to-Consumer (DTC) and Business-to-Business (B2B) shipping models, seasonal sales cycles, and compliance-based payment terms is highly desired. Key Responsibilities:Collections & Accounts Receivable Management<ul><li>Oversee the AR portfolio to ensure timely collections for fulfillment services, storage fees, and shipping-related charges.</li><li>Partner with the Billing Specialist to reconcile shipping fees, compliance-related costs, and high-volume invoices.</li><li>Conduct collection calls and send follow-ups for overdue accounts.</li><li>Analyze delinquent accounts, proactively resolve payment issues, and escalate where necessary.</li><li>Engage with third-party collection agencies for escalated matters.</li><li>Educate clients on payment terms, billing policies, and available payment solutions.</li><li>Keep meticulous records of collection activities, disputes, and resolutions.</li></ul>Credit Risk Assessment<ul><li>Run and interpret credit reports for both new and existing clients, identifying risk exposure.</li><li>Collaborate with the Assistant Controller and Management to recommend client credit limits and terms based on financial data and payment history.</li><li>Monitor credit risks for active clients, flagging those potentially at risk for late payments.</li><li>Adjust credit and payment policies based on trends such as seasonal fluctuations and shifting order volumes.</li></ul>Collaboration with Clients & Internal Teams<ul><li>Act as a key point of contact for Client Success by resolving billing inquiries and disputes.</li><li>Ensure invoicing accuracy and support Billing Specialist processes for payment application and account adjustments.</li><li>Regularly review AR reports to highlight and address high-risk accounts.</li><li>Provide Sales and Management with insights into client payment trends and credit reliability.</li></ul>Reporting & Financial Planning<ul><li>Prepare AR aging summaries and cash flow reports to highlight collections performance.</li><li>Recommend strategies to enhance payment timeliness and reduce outstanding balances.</li><li>Maintain comprehensive documentation on client payment behavior, disputes, and credit evaluations.</li></ul>Systems & Tools<ul><li>Utilize ERP system to manage invoicing, AR tracking, and reconciliations for wine fulfillment operations.</li><li>Leverage Excel for detailed analysis of AR trends and client payment data.</li><li>Conduct collections and credit discussions using tools like Zoom and Teams.</li></ul>

Front Desk Receptionist: Administrative Assistant We are looking for a Front Desk Receptionist with Administrative Assistant and Data Entry experience to support our client located in Fremont, California. In this administrative assistance and data entry role, you will aid a commercial real estate company in a professional setting. This position is located onsite with front desk responsibilities with a schedule of Monday - Friday from 8AM to 5PM. This position is likely to last 4-8 weeks or more. Experience with Microsoft, Word, Outlook, Excel and general data entry are required. Responsibilities: • Act as the first point of contact for all incoming calls, guests and clients• Ensure that the office is well-maintained, organized, and secure• Manage routine office tasks, including filing, generating reports, and setting up meetings• Process and maintain accurate records• Conduct data entry tasks with precision and efficiency• Utilize MS Office and MS Office 365 to handle administrative tasks• Communicate effectively with customers and the team• Resolve customer inquiries in a professional and timely manner• Assist with project management and other ad hoc duties as assigned.

Receptionist We are seeking a Receptionist for our location in SAN JOSE, California. As a Receptionist, you will be the first point of contact for our company, providing administrative support across the organization. You will manage the flow of people through the business and ensure that all receptionist responsibilities are completed accurately, delivered with high quality, and in a timely manner. Responsibilities: • Answer, screen, and forward incoming phone calls while providing basic information when needed • Perform other clerical receptionist duties such as filing, photocopying, and faxing • Manage social media postings on platforms such as Facebook • Maintain a detail-oriented and positive demeanor at all times, promoting a friendly and approachable workspace • Show initiative and the ability to see the bigger picture in all tasks undertaken • Utilize Microsoft Outlook and basic office skills to organize and schedule appointments • Take detailed messages and ensure they are directed to the appropriate personnel • Demonstrates strong attention to detail in all tasks, ensuring accuracy and efficiency • Continually eager to learn and retains information quickly and effectively • Offers a contract to permanent employment opportunity.

Clerk Non-Clinical - Administrative We are offering an engaging opportunity for an Administrative based in San Leandro, California. In this role, you will be primarily dealing with administrative tasks in a healthcare setting. Responsibilities: • Responsible for the accurate and efficient processing of secondary insurance claims.• Provide assistance to Third Party Liability (TPL) as needed.• Handle the printing of claims from Epic software.• Ensure the maintenance of precise and up-to-date records.• Monitor customer accounts and take necessary action when required.• Use your non-clinical skills to support additional administrative tasks.• Leverage your experience with insurance procedures to enhance operations.• Apply your knowledge of Epic software for efficient claim processing. If you are interested, please call us immediately at (510) 470-7450

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate. In this role, you will be responsible for a variety of office duties including hospitality, reception, and repro mail. You will also be expected to provide excellent customer service, maintain accurate records, and handle office equipment effectively. Responsibilities: • Manage reception duties such as answering phone calls and interacting with customers • Oversee office services including copy, print, scan, and binding repro • Handle food setup in conference rooms and kitchen, ensuring cleanliness and order • Ensure that dirty dishes are placed in the dishwasher at the end of the day and are taken out the next morning • Manage postage on mail, coordinating delivery and pickup with FedEx • Travel for assistance when required • Maintain a detail-oriented demeanor under pressure and exhibit a proactive approach in interactions • Ensure customer-oriented service and presentability during interactions • Ensure the office environment is kept organized and efficient • Maintain accurate logs and records of office activities and customer interactions.

Front Desk Receptionist We are offering a short term contract employment opportunity for a Front Desk Receptionist in Lathrop, California. As a Front Desk Receptionist, your role will be to manage our front office operations, provide customer service, and assist with administrative tasks. Responsibilities: • Provide administrative assistance in the organization • Handle the multi-line phone system and direct calls appropriately • Implement customer service strategies to maintain a high level of satisfaction • Perform data entry tasks and maintain customer records • Manage Microsoft Outlook for scheduling and communication purposes • Organize and maintain files to ensure easy accessibility and security of documents.

Office Services Associate We are offering a short-term contract employment opportunity for an Office Services Associate in San Francisco, CA. This role operates within the industry, focusing on a variety of office services functions. The position involves client interaction, as the workplace is a location where clients visit frequently. Responsibilities:• Handle copy, print, and scan jobs, ensuring efficient and accurate completion • Crosstrain in various areas to diversify skillset and enhance service provision • Maintain a client-facing role, ensuring detail oriented and courteous interaction with customers • Collaborate with a small team to ensure smooth operations at the site • Report to the supervisor, maintaining open and detail-oriented communication • Utilize digital and paper-based systems for reprographic and mail services • Support in hosting events, ensuring detail-oriented presentation and organization • Adhere to and implement back-office procedures to maintain client satisfaction • Handle sensitive and confidential documents and information with care and discretion • Solve problems independently, escalating to a supervisory level when necessary • Work well in a fast-paced environment, managing time effectively to meet deadlines • Maintain a positive, can-do attitude, contributing to a harmonious team environment.

Member Services Representative We are offering a long-term contract employment opportunity for a Member Services Representative in Sunnyvale, California. This role is situated within the financial industry and will not be remote. In this position, you will be required to handle cash and provide services akin to those provided by establishments like Starbucks. Responsibilities: • Accurately process member transactions such as deposits, withdrawals, account transfers, loan payments, cash advances, and more. • Actively cross-sell Credit Union products and services to meet member’s needs. • Maintain, safeguard, and balance cash drawer and all negotiable instruments. • Respond to basic member inquiries regarding Credit Union products, services, policies, procedures, and general financial institution processes. • Prepare the branch for daily opening and closing procedures. • Handle stop payment requests, completion of CTRs, member password updates, statement copy requests, cross-member transfer requests, and wire requests. • Process daily night depository items. • Assist other branches and departments as needed. • Manage sub-account openings, IRA contributions, address change requests, check order requests, account closures, and issuance of Cashier Checks. • Maintain a strong service culture by providing excellent internal and member service. • Adapt to a fast-paced environment while handling multiple tasks and competing priorities. • Demonstrate proficiency with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.

Data Collector We are seeking a dedicated Data Collector to join our dynamic team. This role is based in San Francisco, California and offers a long-term contract employment opportunity. As a Data Collector, your primary role will be to test a mechanical gripping device, provide feedback to the engineering team, and handle various household items. This role requires physical activity, and the ability to work independently with minimal supervision. Responsibilities: • Testing a mechanical gripping device through practical application • Lifting and handling various household items such as plates, glasses, etc. • Providing constructive feedback to the engineering team for product development • Working independently with minimal communication with the engineering team • Transporting between multiple sites within San Francisco and South San Francisco • Managing and maintaining accurate data records • Offering customer service and administrative assistance when necessary • Handling and processing customer credit applications • Monitoring customer accounts and taking appropriate action when necessary.

Data Collector We are offering a long term contract employment opportunity for a Data Collector in San Francisco, California. This role is primarily within the product development industry and involves testing a mechanical gripping device. The job environment will require commuting around San Francisco and South San Francisco, hence necessitating the need for a personal car. Responsibilities: • Conduct testing of a mechanical gripping device by lifting household items. • Provide valuable feedback to the engineering team to aid product development. • Ensure proper usage of the device which includes lifting items over the head. • Maintain a high level of physical activity as the role involves standing and moving for extended periods. • Manage tasks independently with minimal communication with the engineering team. • Ensure safe handling of the device, which weighs approximately 7lbs. • Participate in initial training at the headquarters before deployment to the onsite address. • Navigate efficiently between multiple sites in San Francisco using personal transportation. • Provide administrative assistance and customer service as needed. • Perform data and order entry tasks as required.

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate in San Francisco, California. The successful candidate will be part of an industry that requires proficient management of office functions and operations. The role will involve a variety of tasks including answering inbound calls, overseeing office procedures and policies, and maintaining a well-functioning office environment. Responsibilities: • Efficiently manage inbound calls using a multi-line phone system. • Receive and sort mail and deliveries, ensuring they reach the correct recipient. • Maintain comprehensive and current phone lists for easy access and reference. • Handle additional projects as assigned, demonstrating adaptability and a willingness to take on new challenges. • Safeguard sensitive and confidential documents and information, ensuring privacy and security. • Liaise effectively with managers and clients, addressing any job or deadline issues promptly. • Keep the office tidy and well-maintained, including setting up and breaking down conference rooms. • Ensure that kitchen supplies are replenished regularly and order supplies for meetings when necessary. • Operate office machinery such as scanners to digitize documents and maintain quality assurance. • Exhibit excellent written and verbal communication skills, including detail oriented telephone and email etiquette.

Data Collector We are offering a long-term contract employment opportunity for a Data Collector in San Francisco, California. This role is primarily in the product development industry and involves physically testing a mechanical gripping device by lifting various household items. The job requires a significant amount of standing and some travel within San Francisco. Responsibilities: • Conducting product tests by lifting household items such as plates and glasses using the mechanical gripping device. • Providing feedback to the engineering team about the functionality and efficiency of the device. • Handling the device, which weighs around seven pounds, for extended periods during the workday. • Working independently with minimal communication with the engineering team. • Traveling within San Francisco and South San Francisco to different testing sites. • Adapting to changes in the test environment as the device evolves, such as the addition of cameras. • Maintaining a high level of productivity and efficiency during the eight-hour workday. • Utilizing strong administrative skills to record data accurately. • Offering excellent customer service when interacting with other members of the team. • Attending a two-day training at the headquarters before deployment to the testing sites.

General Office Clerk Robert Half's homebuilder client is in need of an general office clerk. This role requires someone that is comfortable with high volume tedious tasks. Duties Include:- opening and scanning mail- processing invoices- filing and alphabetizing- data entry For this role we are looking for someone that is organized, comfortable on the computer, good with repetitive tasks, and is dependable. If you are interested in this 100% onsite general office clerk role, appl today!

Senior Associate - Due Diligence **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior AssociateEmployment Type: Full-TimeLocation: San Francisco (FiDi); Hybrid 3-4x in officeSalary: $110-120k base + Bonus Our client, a leading advisory firm specializing in due diligence for mergers and acquisitions, is seeking a Senior Associate to join their dynamic team. This is an exciting opportunity for a finance professional who thrives in a fast-paced environment, enjoys analyzing complex transactions, and wants to play a critical role in high-profile M& A deals. As a Senior Associate, you will work closely with corporate and private equity clients, conducting in-depth financial due diligence, assessing risks and opportunities, and providing strategic insights to support investment decisions. You’ll gain hands-on experience in deal execution while collaborating with a team of seasoned M& A professionals. Responsibilities:<ul><li>Conduct financial due diligence on potential acquisitions, identifying key financial trends, risks, and value drivers.</li><li>Analyze financial statements, operational data, and industry benchmarks to assess business performance and deal viability.</li><li>Prepare detailed reports and presentations summarizing findings and recommendations for clients.</li><li>Collaborate with clients, senior leadership, and cross-functional teams to provide strategic financial insights.</li><li>Support deal structuring, working closely with investment teams and other stakeholders.</li><li>Stay up to date with market trends and industry developments to provide data-driven recommendations.</li></ul>