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26 results for Customer Service Specialist in Palo Alto, CA
- Tracy, CA
- onsite
- Temporary / Contract
- 20 - 21 USD / Hourly
- We are looking for a Customer Service Representative to support customer accounts and help coordinate order activity for a Long-term Contract position in Tracy, California. In this role, you will serve as a key point of contact for clients, manage order-related communication, and work closely with sales, production, and shipping teams to keep commitments on track. This position is well suited for someone who is comfortable in a manufacturing setting and can balance accuracy, responsiveness, and strong customer care.<br><br>Responsibilities:<br>• Receive and enter customer orders submitted by clients or internal account representatives, ensuring complete and accurate information.<br>• Communicate with customers about pricing requests, order updates, revisions, confirmations, and service concerns in a careful and timely manner.<br>• Create and process purchase orders for materials and supplies needed to support production schedules.<br>• Maintain customer account records, update key data in internal systems, and assist with credit-related transactions when needed.<br>• Partner with manufacturing and shipping teams to help coordinate production timing and support on-time delivery performance.<br>• Monitor multiple small- to mid-sized customer accounts with varying levels of complexity while maintaining service quality.<br>• Respond to questions and resolve issues by coordinating with internal departments to keep customers informed and supported.
- 2026-11-09T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 24 - 24 USD / Hourly
- We are looking for a Customer Service Representative to support customers in San Francisco, California in a Contract position. In this role, you will create a positive service experience by listening carefully, providing accurate guidance, and helping each customer move through the application or order process efficiently. The ideal candidate is dependable during scheduled hours, confident handling high call volumes, and open to feedback that strengthens performance and service quality.<br><br>Responsibilities:<br>• Respond to inbound customer calls with professionalism, clarity, and a solutions-focused approach.<br>• Place outbound calls as needed to gather missing details, provide updates, and help move customer requests toward completion.<br>• Guide customers through forms, applications, or order-related questions so submissions are accurate and complete the first time.<br>• Enter and update customer information carefully in internal systems while maintaining strong attention to detail.<br>• Monitor open or pending requests and follow up promptly to reduce delays and keep cases progressing.<br>• Remain available and consistently on queue during scheduled working hours, including the core 9:00 a.m. to 3:00 p.m. coverage period.<br>• Apply coaching and performance feedback quickly to improve call handling, accuracy, and overall customer experience.
- 2026-11-12T00:00:00Z
- South San Francisco, CA
- onsite
- Temporary / Contract
- 23 - 25 USD / Hourly
- <p>Robert Half is working with an extremely reputable company for an open Customer Service Representative role. The ideal candidate is customer-focused, organized, and solutions-oriented. This individual will serve as a primary point of contact for residential and commercial customers, providing exceptional service while assisting with service inquiries, account updates, billing questions, scheduling, and general administrative support.</p><p><br></p><p>The ideal candidate is an excellent communicator who thrives in a fast-paced environment, enjoys helping people, and can effectively manage multiple priorities while maintaining a positive and professional attitude.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for incoming customer inquiries via phone, email, and other communication channels.</li><li>Assist residential and commercial customers with questions regarding garbage collection, recycling, service schedules, missed pickups, and account information.</li><li>Research and resolve customer complaints, service disruptions, billing discrepancies, and collection-related issues in a timely and professional manner.</li><li>Process new service requests, account changes, cancellations, service adjustments, and customer information updates.</li><li>Coordinate with dispatch, drivers, operations, and other internal departments to communicate service requests and ensure timely resolution.</li><li>Maintain accurate customer records, document interactions, and update account information within internal databases and customer management systems.</li><li>Provide information regarding service policies, rates, recycling guidelines, and waste disposal procedures.</li><li>Assist with general administrative responsibilities, including data entry, filing, reporting, and processing customer documentation.</li><li>Follow up with customers regarding outstanding inquiries and ensure a high level of customer satisfaction.</li></ul><p><br></p><p><br></p>
- 2026-10-30T00:00:00Z
- San Francisco, CA
- remote
- Temporary / Contract
- 19 - 22 USD / Hourly
- We are looking for a Customer Service Representative to support a high-volume service environment in San Francisco, California. This Contract position focuses on delivering timely assistance to customers, handling inquiries with professionalism, and ensuring accurate order processing. The ideal candidate is comfortable managing frequent phone interactions while maintaining a helpful, solutions-oriented approach.<br><br>Responsibilities:<br>• Respond to incoming customer calls promptly and provide clear, courteous support for a range of service-related questions.<br>• Place outbound calls as needed to follow up on requests, confirm details, or resolve outstanding customer concerns.<br>• Enter orders and update customer information carefully to maintain accurate records and support smooth transaction processing.<br>• Address customer issues by identifying needs, explaining available solutions, and escalating more complex matters when appropriate.<br>• Manage a steady volume of call center activity while meeting service expectations for responsiveness and quality.<br>• Document conversations, actions taken, and outcomes to ensure complete and organized customer interaction records.
- 2026-11-10T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 24 - 24 USD / Hourly
- We are looking for a Customer Service Representative to support customers through clear, thoughtful service and accurate application guidance in San Francisco, California. This is a Contract position suited for someone who stays composed on calls, provides complete information, and helps customers move forward without feeling pressured. The ideal candidate brings a strong customer-first approach, dependable availability, and the ability to handle a steady call queue with professionalism.<br><br>Responsibilities:<br>• Assist customers by phone with questions, applications, and service-related concerns while creating a supportive and reassuring experience.<br>• Provide accurate information and ensure forms are completed thoroughly to improve quality and reduce the need for follow-up.<br>• Manage inbound and outbound call activity efficiently, maintaining consistent queue coverage during scheduled working hours.<br>• Enter order and customer information carefully into internal systems, keeping records organized and up to date.<br>• Monitor open or incomplete applications and take timely action to help prevent delays in processing.<br>• Respond constructively to coaching and performance feedback, adjusting approach as needed to improve service outcomes.
- 2026-11-12T00:00:00Z
- San Leandro, CA
- onsite
- Temporary / Contract
- 25 - 27 USD / Hourly
- <p>We are hiring a Customer Service Representative to support customers by resolving inquiries and delivering exceptional service.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, and chat</li><li>Process orders and account updates</li><li>Research and resolve customer issues</li><li>Maintain accurate records in CRM systems</li><li>Collaborate with internal teams to meet customer needs</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- South San Francisco, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- <p><strong>Customer Service Representative | South San Francisco, CA</strong></p><p><br></p><p><u>Position Description:</u></p><p><br></p><p>Our client in South San Francisco is seeking a customer-focused and detail-oriented <strong>Customer Service Representative</strong> to join their team. This role is responsible for delivering exceptional service by assisting customers via phone, email, text, and in person, while ensuring inquiries are resolved accurately and efficiently.</p><p>The Customer Service Representative will manage incoming customer requests, establish and maintain customer accounts, process payments, update customer information within the CRM system, and address billing and service-related inquiries. This position is ideal for someone who enjoys interacting with customers, thrives in a fast-paced environment, and can balance multiple priorities while maintaining a high level of professionalism.</p><p><br></p><p><u>Key Responsibilities:</u></p><p><br></p><ul><li>Respond to customer inquiries by phone, email, text, and in person</li><li>Handle high-volume inbound customer calls</li><li>Establish and maintain customer accounts</li><li>Process payments and assist with billing inquiries</li><li>Accurately update customer information within CRM systems</li><li>Resolve customer concerns and service issues in a timely manner</li><li>Support general office and administrative functions</li><li>Collaborate with team members to ensure a positive customer experience</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Santa Cruz, CA
- onsite
- Temporary / Contract
- 25 - 25 USD / Hourly
- We are looking for a customer-focused Call Center Specialist to support patient communication for a community health organization in California. This Long-term Contract position is ideal for someone who is comfortable handling a busy phone environment, guiding callers to the right resources, and helping patients with scheduling and refill-related requests. The person in this role will serve as an important first point of contact and contribute to a smooth, attentive experience for every caller.<br><br>Responsibilities:<br>• Manage a high volume of inbound calls each day while maintaining a calm, helpful, and attentive approach.<br>• Serve as the first point of contact for patients, providing accurate information and directing calls to the appropriate departments or team members.<br>• Coordinate appointment scheduling and make updates to patient information as needed during each interaction.<br>• Assist with prescription refill requests by gathering necessary details and forwarding information through the proper channels.<br>• Create and submit service tickets or internal requests to support timely follow-up and issue resolution.<br>• Document call details clearly and accurately in customer service or office systems to maintain organized records.<br>• Work closely with front office and support staff to help balance call coverage and maintain responsive service levels.
- 2026-11-11T00:00:00Z
- Santa Cruz, CA
- onsite
- Temporary / Contract
- 25 - 25 USD / Hourly
- We are looking for a customer-focused Call Center Specialist to support patient communication for a busy healthcare organization in California. This Long-term Contract position is ideal for someone who is comfortable managing a steady volume of inbound calls while providing helpful, detail-oriented service to patients. The person in this role will serve as an important first point of contact, helping callers with scheduling, message routing, and service-related requests in a fast-paced office environment.<br><br>Responsibilities:<br>• Manage a high number of inbound calls each day and respond to patient inquiries with care and empathy.<br>• Act as the initial point of contact for patients, gathering information and guiding each caller to the appropriate resource or department.<br>• Coordinate appointment scheduling and make updates to patient information as needed during call interactions.<br>• Process prescription refill requests and ensure messages are directed promptly to the appropriate clinical teams.<br>• Create and submit internal service tickets or requests to support follow-up and issue resolution.<br>• Maintain accurate call notes and complete basic administrative tasks related to daily patient communication.<br>• Work collaboratively with front office and internal teams to help maintain smooth call handling and service coverage.<br>• Deliver a positive customer service experience while meeting productivity expectations in a structured office setting.
- 2026-11-11T00:00:00Z
- Santa Cruz, CA
- onsite
- Temporary / Contract
- 25 - 25 USD / Hourly
- We are looking for a customer-focused Call Center Specialist to support a busy healthcare team in Santa Cruz, California. This Long-term Contract opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and enjoys helping patients over the phone. In this role, you will serve as an important first point of contact, assisting callers with appointment coordination, refill-related requests, and general support while ensuring each interaction is handled with professionalism and care.<br><br>Responsibilities:<br>• Manage a high volume of inbound calls each day and provide courteous, efficient assistance to patients and callers.<br>• Serve as the initial phone contact for patient-related inquiries, gathering information and directing calls to the appropriate department or team member.<br>• Coordinate appointment scheduling and make updates accurately within the appropriate systems.<br>• Receive prescription refill requests and route them promptly according to established procedures.<br>• Create and submit service tickets or internal requests to support follow-up and issue resolution.<br>• Maintain accurate call documentation and ensure patient information is recorded clearly and completely.<br>• Support front-office and care teams by helping prioritize urgent concerns and escalating issues when needed.<br>• Deliver a positive customer experience by responding with empathy, patience, and professionalism in every interaction.
- 2026-11-11T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 70000 - 90000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Carlos, CA
- remote
- Permanent / Full Time
- 60000 - 90000 USD / Yearly
- <p>Anisa Henry is partnered with a growing independent wealth management firm and is seeking a Client Service Associate to join its expanding team.<strong> </strong>This position is ideal for someone who enjoys building client relationships, thrives in an operations-focused role, and is looking to build a long-term career in wealth management rather than pursuing a financial advisor track. This established fiduciary-focused firm has been serving individuals and families for more than two decades, providing personalized financial guidance and a high-touch client experience. The team is committed to putting clients' best interests first while delivering exceptional service and comprehensive wealth management solutions.</p><p><br></p><p>The <strong>Client Service Associate</strong> will support advisors and the operations team by managing day-to-day client service requests, account maintenance, paperwork processing, and administrative functions. This individual will serve as a key point of contact for clients, helping ensure requests are handled accurately, efficiently, and with a high level of professionalism.</p><p>This is an excellent opportunity to join a collaborative, client-centric firm experiencing strong growth, where team members are valued and have the opportunity to make a meaningful impact.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Process new account openings and ongoing account maintenance.</li><li>Handle beneficiary updates, address changes, money movement requests, and other account-related transactions.</li><li>Assist with insurance paperwork and collect required client information.</li><li>Communicate with clients by phone and email to obtain documentation and answer questions.</li><li>Coordinate with custodians and internal team members to complete client requests.</li><li>Review paperwork for accuracy and completeness before submission.</li><li>Maintain accurate client records and documentation.</li><li>Support advisors with day-to-day client service and operational activities.</li><li>Assist with additional administrative and operational projects as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a highly successful and rapidly growing wealth management practice with a strong reputation for client service and advisor excellence.</li><li>Stable, well-established firm with a long-term vision and commitment to sustainable growth.</li><li>Fully remote position offering the flexibility to work from anywhere in the U.S.</li><li>Collaborative, close-knit team environment with meaningful exposure to advisors and clients.</li><li>Opportunity to make an immediate impact by supporting a busy and expanding practice.</li><li>Ideal for someone seeking a long-term career in client service, operations, and wealth management.</li><li>Flexible work culture that supports strong work-life balance.</li><li>High-visibility role with ongoing opportunities to learn, contribute, and grow professionally within a respected advisory firm.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-10-29T00:00:00Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000 - 100000 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- San Leandro, CA
- onsite
- Temporary / Contract
- 28.5 - 33 USD / Hourly
- We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Long-term Contract position based in San Leandro, California. This role will help keep daily department operations organized by managing routine tasks, supporting communication, and assisting with document and spreadsheet work. The ideal candidate is dependable, detail-oriented, and comfortable working onsite in a manufacturing environment while adapting to shifting priorities and team needs.<br><br>Responsibilities:<br>• Coordinate day-to-day administrative activities such as organizing records, entering information accurately, and managing written communications.<br>• Support the customer service team by taking on routine and overflow assignments so core staff can focus on higher-priority work.<br>• Create, update, and format business documents using Microsoft Word to ensure materials are clear and professionally prepared.<br>• Maintain and revise spreadsheets in Microsoft Excel to track information, organize data, and support reporting needs.<br>• Use Microsoft Outlook to manage emails, schedule-related tasks, and assist with timely follow-up communication.<br>• Help improve departmental workflow by staying responsive to requests and contributing to efficient task completion.<br>• Collaborate with team members across the department and provide assistance wherever additional support is needed.
- 2026-10-30T00:00:00Z
- San Carlos, CA
- onsite
- Temporary / Contract
- 23 - 28 USD / Hourly
- <p><strong>About the Role:</strong></p><p>Our client is seeking a detail-oriented <strong>Order Management & Fulfillment Coordinator</strong> to support the end-to-end order fulfillment process. This role is responsible for generating and managing sales orders, coordinating inventory and transfer orders, tracking shipments, and ensuring accurate order processing within NetSuite or a similar ERP platform. The ideal candidate thrives in a fast-paced environment, is highly organized, and has experience supporting customers, sales teams, and operations through the full order lifecycle.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Create, process, and manage sales orders accurately within NetSuite or a similar ERP system.</li><li>Generate and coordinate transfer orders between warehouse and inventory locations.</li><li>Monitor order status from entry through fulfillment and delivery.</li><li>Partner with warehouse, logistics, operations, and customer-facing teams to ensure timely shipments.</li><li>Coordinate shipping activities, delivery schedules, and order tracking.</li><li>Resolve order discrepancies, inventory issues, shipping delays, and customer inquiries.</li><li>Maintain accurate customer, inventory, and order records within the ERP system.</li><li>Support inventory reconciliation and stock transfer activities.</li><li>Communicate order updates and shipment status to internal stakeholders and customers.</li><li>Assist with process improvements to enhance order accuracy and customer satisfaction.</li></ul><p><br></p>
- 2026-11-12T00:00:00Z
- Emeryville, CA
- remote
- Temporary / Contract
- 33.25 - 38.5 USD / Hourly
- <p>We are looking for an experienced Biller and collections specialist to support revenue cycle activities for a six-month contract opportunity based in Emeryville, California. This Contract position is ideal for someone who can manage billing accuracy, follow through on outstanding receivables, and communicate effectively with clients and internal partners in a fast-moving environment. The role requires strong analytical skills, sound judgment, and the ability to work independently while maintaining a high standard of accuracy and professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Oversee billing and collection activities to help improve cash flow, reduce aged receivables, and maintain accurate account status records.</p><p>• Review contracts and billing terms to ensure invoices are issued correctly and payment schedules are updated in line with client agreements.</p><p>• Monitor accounts receivable balances, investigate overdue items, and drive resolution through follow-up, escalation, and dispute management.</p><p>• Prepare and post financial adjustments, journal-related support, and reconciliations to maintain clean and accurate records.</p><p>• Partner with internal stakeholders and external clients to address payment issues, clarify account questions, and resolve discrepancies effectively.</p><p>• Analyze reserve-related trends and collection performance to support informed decision-making and account risk management.</p><p>• Maintain organized documentation and use reporting tools to track collection efforts, account activity, and operational results.</p><p>• Contribute to process improvements within billing and receivables operations, including effective use of systems such as NetSuite and other supporting platforms.</p><p><br></p><p>Please apply today if you are interested in this role.</p>
- 2026-10-26T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 160000 - 200000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 98000 - 131000 USD / Yearly
- <p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
- 2026-10-16T00:00:00Z
- Palo Alto, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- We are looking for a Customer Navigator to deliver high-touch, non-clinical support for patients and guests receiving care in Palo Alto, California. This Long-term Contract position focuses on creating a welcoming experience, guiding individuals through appointments and services, and helping resolve questions before, during, and after visits. The ideal candidate brings strong customer service instincts, excellent communication skills, and the ability to coordinate across departments in a fast-paced healthcare environment.<br><br>Responsibilities:<br>• Serve as a primary non-clinical point of contact for patients and visitors, offering guidance and concierge-style assistance throughout their care experience.<br>• Coordinate appointments and related service needs for referred patients during both inpatient and outpatient encounters.<br>• Help patients and guests navigate the healthcare environment by explaining processes, locations, and available support resources.<br>• Share transportation and campus shuttle information to assist visitors traveling between hospital sites and clinics.<br>• Escalate concerns, service issues, or special requests to the appropriate teams and document relevant details when needed.<br>• Support patient-centered communication standards in all interactions with patients, families, and staff members.<br>• Maintain compliance with hospital policies related to safety, security, quality expectations, and respectful workplace conduct.<br>• Participate in training and ongoing learning activities to remain current on service protocols, patient rights, and organizational standards.
- 2026-11-06T00:00:00Z
- Palo Alto, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- We are looking for a Customer Navigator to provide high-touch, non-clinical support for patients and guests receiving care in Palo Alto, California. This Contract position serves as a key point of contact before, during, and after visits, helping individuals move through the healthcare experience with clarity, confidence, and professionalism. The ideal candidate brings strong customer service skills, clear communication, and the ability to coordinate details while maintaining a patient-centered approach in a fast-paced medical environment.<br><br>Responsibilities:<br>• Guide patients and guests through the healthcare experience by serving as a primary non-clinical resource for questions, logistics, and general support surrounding their visits.<br>• Coordinate appointments and related care arrangements for referred individuals across inpatient and outpatient settings, helping ensure timely access to services.<br>• Share transportation and campus navigation information, including available shuttle options and directions to hospital and clinic locations.<br>• Address patient and guest concerns with professionalism, escalating issues to the appropriate departments and documenting summaries when needed.<br>• Deliver courteous, service-focused communication with patients, families, and staff while supporting a welcoming and respectful care environment.<br>• Follow established hospital policies, safety expectations, quality standards, and regulatory requirements in all daily interactions and tasks.<br>• Protect confidential information and handle sensitive situations with discretion, professionalism, and sound judgment.<br>• Participate in ongoing education and training to stay current on service expectations, compliance requirements, and patient support practices.
- 2026-11-06T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 90000 - 115000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services.</p><p><br></p><p>This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across <strong>client service, account administration, investment operations, and process improvement</strong>. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client requests and account needs</li><li>Support account openings, transfers, cash movements, and ongoing account maintenance</li><li>Coordinate with custodians and internal teams to ensure timely execution and issue resolution</li><li>Prepare client meeting materials, reports, and follow-up items</li><li>Maintain accurate client records and documentation</li><li>Manage workflows, track requests, and ensure an exceptional client experience</li><li>Assist with operational projects and <strong>process improvement initiatives</strong></li><li>Support advisors and private client professionals across a wide range of client activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z