We are looking for a dedicated Customer Service Representative to join our team in Sacramento, California. In this role, you will provide exceptional support to customers by resolving inquiries and concerns with professionalism and efficiency. This is a long-term contract position that requires working on-site five days a week.<br><br>Responsibilities:<br>• Respond to customer inquiries by actively listening and asking detailed questions to address their concerns effectively.<br>• Direct calls to the appropriate department and collaborate with internal teams to resolve customer issues.<br>• Expand knowledge of company processes and transactions to enhance the quality of customer service provided.<br>• Communicate any workflow or service-related issues to leadership promptly to ensure seamless operations.<br>• Adhere to company standards, training guidelines, supervisory instructions, and applicable regulations while performing duties.
We are looking for a dedicated Customer Service Representative to join our team in Tracy, California. In this role, you will play a vital part in ensuring customer satisfaction by managing orders, responding to inquiries, and maintaining accurate documentation. This is a long-term contract position offering the opportunity to grow and contribute within a collaborative team environment.<br><br>Responsibilities:<br>• Process and manage customer orders accurately using word processing and spreadsheet tools.<br>• Ensure timely order fulfillment and monitor delivery schedules to meet customer expectations.<br>• Address customer inquiries and provide clear and thoughtful responses to requests.<br>• Prepare detailed reports and correspondence for internal and external stakeholders.<br>• Collaborate with team members to maintain efficient account coverage and resolve issues.<br>• Maintain accurate records and documentation related to customer accounts and transactions.<br>• Book orders promptly while adhering to company guidelines and processes.<br>• Support the team by participating in group activities and contributing to shared goals.<br>• Assist in resolving order-related concerns under the guidance of supervisors and experienced colleagues.
We are looking for a dedicated Medical Customer Service Representative to join our team in Roseville, California. In this role, you will play a vital part in ensuring positive patient interactions and supporting the efficiency of medical office operations. This is a long-term contract position, offering the opportunity to make a meaningful impact in a healthcare setting.<br><br>Responsibilities:<br>• Handle inbound and outbound patient calls, providing exceptional customer service and addressing inquiries with professionalism.<br>• Assist patients with scheduling appointments, verifying medical insurance, and managing billing inquiries.<br>• Utilize medical terminology to communicate effectively with patients and healthcare providers.<br>• Maintain accurate patient records and ensure they are updated in electronic practice management systems.<br>• Conduct reminder calls to patients regarding upcoming appointments and provide necessary information.<br>• Collaborate with medical staff to ensure smooth clinic operations and patient satisfaction.<br>• Operate standard office equipment, including computers, to perform administrative tasks efficiently.<br>• Uphold the clinic’s image by fostering positive relationships with patients and the community.<br>• Ensure compliance with organizational policies and procedures while delivering excellent service.<br>• Support the supervisor and team by reporting any operational issues or patient concerns.
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p><strong>Compensation:</strong> $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Service Associate</strong> to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development.</p><p> </p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul><p><br></p>
We are looking for a dedicated and skilled Service Coordinator to manage scheduling and resource planning for a dynamic team in Roseville, California. This role is essential in ensuring efficient service request management and involves dispatching technicians, coordinating schedules, and providing exceptional support to clients. As a long-term contract position, this opportunity offers stability and the chance to contribute to a collaborative and detail-oriented environment.<br><br>Responsibilities:<br>• Triage incoming calls and inquiries from customers to ensure prompt response and resolution.<br>• Assign and schedule service requests effectively, coordinating with technicians and internal teams.<br>• Monitor and manage the progress of service orders throughout their lifecycle, including creation, editing, completion, and invoicing.<br>• Reconcile monthly reports and maintain accurate records for internal processes.<br>• Collaborate closely with Branch Procurement Specialists to optimize resource and project planning.<br>• Demonstrate adherence to company values in all interactions and duties.<br>• Utilize Microsoft 365 and CRM platforms to manage scheduling and documentation.<br>• Perform additional service coordination tasks as needed to support operational goals.
<p>We are looking for a detail-oriented Service Coordinator to join our team in Roseville, California. In this long-term contract role, you will play a critical part in ensuring the efficient scheduling, dispatching, and coordination of service requests while maintaining high standards of professionalism. This position requires strong organizational skills and the ability to manage resources effectively.</p><p><strong>** For immediate consideration, apply and contact Julian Sanchez on LinkedIn **</strong></p><p>Responsibilities:</p><p>• Respond promptly to customer inquiries and triage service calls to determine the appropriate course of action.</p><p>• Schedule and assign service requests to technicians, ensuring efficient resource allocation.</p><p>• Oversee the lifecycle of service orders, including creation, updates, completion, and invoicing.</p><p>• Monitor and track service orders to ensure timely resolution and quality service delivery.</p><p>• Reconcile monthly reports and maintain accurate records of service activities.</p><p>• Collaborate closely with Procurement Specialists to support resource planning and project coordination.</p><p>• Uphold company values by demonstrating professionalism and excellent conduct in all interactions.</p><p>• Utilize technology platforms like Microsoft 365 and CRM systems to streamline processes and enhance efficiency.</p><p>• Perform additional service coordination duties as assigned to support the team.</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Boutique RIA</strong>. This is a full-time permanent role based in <strong>Walnut Creek</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a collaborative, client-focused team where your work directly impacts clients’ financial journeys. The culture emphasizes curiosity, teamwork, and adaptability, offering opportunities to grow your skills, deepen expertise, and advance your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Assist clients with account updates, beneficiary changes, and transactions</li><li>Process wire transfers and rollover requests efficiently and securely</li><li>Respond to client inquiries and deliver personalized support</li><li>Manage client onboarding and maintain CRM records</li><li>Collaborate with advisors to align actions with client plans</li><li>Support the team with reports, presentations, and client materials</li><li>Uphold confidentiality and best practices for client information</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Robert Half is seeking a Tax Preparer to join our clients team in the East Bay. This is a temp to hire opportunity which can begin immediately. </p><p><br></p><p>Responsibilities</p><p><br></p><ul><li>Prepare and review individual and business tax returns (1040, 1120, 1120S, 1065, etc.).</li><li>Conduct thorough interviews with clients to gather financial information.</li><li>Ensure compliance with federal, state, and local tax regulations.</li><li>Research tax issues and stay updated on current tax laws.</li><li>Communicate effectively with clients regarding tax filing requirements, refunds, and liabilities.</li><li>Maintain accurate documentation and confidentiality of sensitive information.</li><li>Support the accounting team with additional tasks as needed.</li></ul><p><br></p><p><br></p>
<p>The HR Manager will provide strategic HR support and guidance across multiple facilities, driving the implementation of human resource policies, programs, and initiatives. This role involves partnering with business leaders to align HR strategies with organizational goals, managing a team of HR professionals, and fostering a culture of continuous improvement. The position requires a high level of professionalism, confidentiality, and expertise in labor relations, talent management, and change management.</p><p>Reasonable accommodations may be made to enable qualified individuals to perform the essential functions.</p><p><br></p><p>Key Responsibilities</p><ul><li>Deliver consultative HR guidance to support business functions, ensuring alignment with organizational strategies and successful outcomes.</li><li>Collaborate with leadership to develop and implement HR solutions that drive business results and support workforce planning, coaching, and change management.</li><li>Work with management and union representatives to develop, interpret, and apply labor relations policies, ensuring compliance with labor contracts and wage/hour regulations.</li><li>Establish baseline metrics for HR processes and policies to create a continuous improvement framework and execute action plans.</li><li>Lead and manage a team of HR professionals providing guidance to site managers, ensuring consistency with corporate business objectives.</li><li>Coach employees, supervisors, and leaders on employee relations, performance management, career development, and talent assimilation.</li><li>Facilitate talent management and succession planning, including strategic workforce planning and oversight of skills development initiatives.</li><li>Evaluate and recommend innovative approaches, policies, and procedures to enhance HR practices and promote best practice sharing.</li><li>Participate in succession planning processes, integrating outcomes into performance management and staffing decisions.</li><li>Perform additional duties as assigned.</li></ul><p><br></p>
We are looking for a skilled Receptionist Office Manager to join our team in Sacramento, California. This role requires someone with strong organizational abilities and excellent communication skills to manage administrative tasks and ensure smooth office operations.<br><br>Responsibilities:<br>• Maintain and organize office supplies, ensuring stock levels are adequate and replenished as needed.<br>• Oversee kitchen cleanliness and ensure it is well-stocked for daily use.<br>• Manage scheduling and calendar arrangements using Outlook to coordinate meetings and appointments.<br>• Prepare and process expense reports with accuracy using Excel.<br>• Serve as the first point of contact for visitors and incoming communications, providing excellent receptionist services.<br>• Support administrative office functions, including filing, document management, and correspondence.<br>• Handle billing-related tasks in an efficient and timely manner.<br>• Collaborate with team members to ensure office operations run smoothly and efficiently.<br>• Monitor and address any facility-related concerns to maintain a well-organized work environment.
<p><strong>This is a long-term contract role - 100% On-Site near San Ramon, CA</strong></p><p>We are looking for an experienced Senior HR Business Partner for a long-term contract opportunity, where you will play a pivotal role in supporting and guiding organizational members on HR best practices, labor relations, compliance, and fostering growth and development. The ideal candidate will possess strong expertise in union environments and collective bargaining.</p><p><br></p><p>Responsibilities:</p><p>• Interpret and enforce collective bargaining agreements (CBAs) while advising members on wage schedules, fringe benefits, and contract language.</p><p>• Provide negotiation support, including gathering member feedback, preparing surveys, analyzing economic data, and drafting proposals related to wages, benefits, and working conditions.</p><p>• Assist member companies in resolving grievances and disputes by offering guidance, coordinating with union representatives, legal counsel, and trust fund administrators, and tracking outcomes to identify trends and training needs.</p><p>• Develop and deliver training programs for member contractors on topics such as compliance, workplace communication, harassment prevention, safety protocols, and supervisory skills.</p><p>• Ensure regulatory compliance with federal and California employment laws, prevailing wage statutes, and industry-specific requirements.</p><p>• Offer HR consulting services to members, covering recruitment, onboarding, performance management, compensation, and benefits administration.</p><p>• Collaborate with leadership to disseminate HR-related updates through newsletters, websites, and social media channels.</p><p>• Lead internal HR operations by managing recruitment, onboarding processes, benefits administration, performance reviews, and staff development for the organization itself.</p><p>• Monitor labor relations trends and integrate findings into educational seminars that promote strong labor-management collaboration.</p>
