We are looking for a detail-oriented File Clerk/Data Entry specialist to join our team on a contract basis in Calistoga, California. This role involves managing and organizing physical and digital files, ensuring accurate data entry, and supporting administrative processes. If you have a keen eye for detail and a commitment to efficiency, we encourage you to apply.<br><br>Responsibilities:<br>• Organize and maintain physical files, ensuring proper labeling and storage.<br>• Perform accurate data entry tasks to input information into the system.<br>• Scan and digitize physical documents for electronic filing.<br>• Manage file boxes, including sorting and categorizing contents.<br>• Ensure all files are properly archived and accessible for future reference.<br>• Conduct regular audits of files to maintain organization and accuracy.<br>• Collaborate with team members to address file-related issues or discrepancies.<br>• Adhere to company policies and procedures for handling sensitive information.<br>• Support general administrative tasks as needed.
We are looking for a Front Desk Coordinator to join our team in Sacramento, California. In this role, you will serve as the first point of contact for visitors and clients, ensuring a positive and detail-oriented experience. This position is a contract-to-permanent opportunity within the manufacturing industry, offering a dynamic and supportive work environment.<br><br>Responsibilities:<br>• Maintain an organized and efficient front desk area to ensure readiness for audits by county and city officials.<br>• Deliver exceptional customer service by addressing inquiries and providing accurate information.<br>• Foster communication and collaboration within the team to support smooth daily operations.<br>• Answer and manage multi-line phone systems to direct calls appropriately and assist callers.<br>• Handle inbound calls with attention to detail and resolve issues or escalate them as needed.<br>• Coordinate concierge services and provide assistance to visitors and clients.<br>• Support administrative tasks such as scheduling, documentation, and record-keeping.<br>• Ensure compliance with company policies and procedures at the front desk.<br>• Act as a reliable and approachable resource for both internal team members and external contacts.
<p>We are looking for a motivated and detail-oriented Lead Client Services Coordinator to join our team on a contract basis in Sacramento, CA. As part of this position, you will play a key role in supporting business operations and client interactions, ensuring the smooth execution of administrative and marketing tasks. This is an excellent opportunity to contribute to a dynamic environment while growing your skills in a collaborative setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide administrative support to brokers and clients across multiple ongoing projects</li><li>Develop and format presentations, reports, and marketing materials</li><li>Assist with executing marketing campaigns and property promotions</li><li>Coordinate transaction documentation and maintain organized records</li><li>Manage front desk operations, including greeting clients and monitoring the entry door</li><li>Order and maintain office and kitchen supplies</li><li>Support event coordination, including meal orders and conference room setup</li><li>Submit invoices and expense items (Coupa experience a plus)</li><li>Assist with contract-related tasks and document preparation</li><li>Collaborate with internal teams to ensure smooth office operations</li></ul><p><br></p>
We are looking for a dedicated Medical Customer Service Representative to join our team on a long-term contract basis in Roseville, California. In this role, you will play a vital part in supporting patients and medical staff by delivering excellent customer service and ensuring smooth administrative operations. This position offers an opportunity to work in a fast-paced healthcare environment while building relationships and enhancing patient experiences.<br><br>Responsibilities:<br>• Handle incoming calls and inquiries from patients, providing accurate information and assistance about appointments, billing, and other services.<br>• Schedule patient appointments efficiently while adhering to clinic protocols and availability.<br>• Verify medical insurance information to ensure accurate billing and seamless patient care.<br>• Maintain and update patient medical charts and records in the electronic practice management system.<br>• Conduct reminder calls to patients regarding upcoming appointments or necessary follow-ups.<br>• Collaborate with medical staff to address patient concerns and improve clinic workflow.<br>• Utilize medical terminology to effectively communicate with patients and healthcare professionals.<br>• Operate standard office equipment and computer software to complete daily administrative tasks.<br>• Deliver exceptional customer service by addressing patient needs promptly and professionally.<br>• Support the supervisor and other team members in maintaining clinic efficiency and resource management.
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
