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177 results for Customer Service in San Francisco, CA

Customer Service Representative
  • Oakland, CA
  • onsite
  • Temporary
  • 19.00 - 21.00 USD / Hourly
  • We are looking for a dedicated Customer Service Representative for a contract position in Oakland, California. This role involves assisting with collections and account management tasks, providing support to the accounts receivable team. The assignment is expected to last one to two months, with consistent availability required during this period.<br><br>Responsibilities:<br>• Follow up on overdue accounts to ensure timely payments and resolve outstanding balances.<br>• Process billing for select clients and maintain accurate records of all collection activities.<br>• Document collection efforts and payment schedules thoroughly to meet deadlines.<br>• Collaborate with the accounts receivable team to reduce outstanding balances and improve documentation.<br>• Handle customer inquiries regarding billing issues with attention to detail and efficiency.<br>• Participate in a pilot project designed to support the accounts receivable department during high-demand periods.<br>• Conduct outreach to clients via inbound and outbound calls to address payment concerns.<br>• Adhere to company policies and procedures while managing sensitive financial information.<br>• Complete one interview with the client team prior to placement.<br>• Utilize provided tools and systems to track and update account statuses effectively.
  • 2025-12-30T19:44:36Z
Customer Service Representative
  • San Francisco, CA
  • onsite
  • Temporary
  • 24.70 - 26.00 USD / Hourly
  • We are seeking dedicated individuals to join our team as contract staff, assisting with conference operations during JP Morgan Week. This is a contract role based in San Francisco, California, where you will play a key part in ensuring a seamless and welcoming experience for attendees. If you excel in fast-paced environments and are committed to providing exceptional service, we encourage you to apply.<br><br>Responsibilities:<br>• Welcome and assist conference attendees, ensuring they feel comfortable and supported throughout the event.<br>• Coordinate logistics across multiple floors, including catering arrangements and meeting room setups.<br>• Serve as the main point of contact for inquiries and provide accurate information about conference activities.<br>• Maintain an attentive and friendly demeanor while managing reception and administrative duties.<br>• Handle event-related tasks promptly, ensuring smooth operations and addressing any issues that arise.<br>• Collaborate with other team members to ensure efficient workflow and communication.<br>• Monitor supplies and equipment, restocking and addressing needs as necessary.<br>• Support the coordination of corporate events, including setup and breakdown.<br>• Uphold the company’s standards for excellent customer service and conduct.<br>• Adapt to changing priorities and tasks during the event to meet organizational goals.
  • 2025-12-15T22:14:03Z
Customer Service Representative
  • San Leandro, CA
  • onsite
  • Temporary
  • 24.70 - 28.60 USD / Hourly
  • We are looking for a dedicated Customer Service Representative to join our team in San Leandro, California. This long-term contract position offers an opportunity to support the Customer Service department by managing administrative tasks and ensuring smooth operations. The ideal candidate will bring organizational skills, attention to detail, and proficiency in Microsoft Office tools to excel in this role.<br><br>Responsibilities:<br>• Manage administrative duties such as data entry, correspondence handling, and document organization.<br>• Utilize Microsoft Outlook to manage communications and scheduling effectively.<br>• Create and edit documents in Word while maintaining accuracy and attention to detail.<br>• Assist with Excel spreadsheet updates and ensure proper data management.<br>• Support the Customer Service team by handling overflow tasks and prioritizing efficiency.<br>• Communicate with internal and external stakeholders to address inquiries and follow up when needed.<br>• Maintain a positive and collaborative attitude to foster teamwork within the department.<br>• Adapt to shifting priorities and provide assistance wherever needed.<br>• Ensure all tasks are completed accurately and on time to support departmental goals.
  • 2025-12-30T19:48:51Z
Customer Service Representative
  • Oakland, CA
  • onsite
  • Temporary
  • 25.00 - 27.00 USD / Hourly
  • <p><strong>Customer Service Representative</strong></p><p>We are looking for a Customer Service Representative who is passionate about helping clients and solving problems.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries by phone, email, and chat.</li><li>Process orders, returns, and exchanges accurately.</li><li>Update and maintain customer records.</li><li>Escalate complex concerns to supervisors as needed</li></ul>
  • 2025-12-30T20:04:35Z
Bilingual Customer Service Representative
  • Oakland, CA
  • onsite
  • Temporary
  • 25.00 - 27.00 USD / Hourly
  • <p><strong>Bilingual Customer Service Representative (Spanish/English)</strong></p><p>We are looking for a Bilingual Customer Service Representative who can provide excellent support to our clients in both Spanish and English.</p><p><strong>Responsibilities:</strong></p><ul><li>Resolve customer inquiries and issues via phone, email, and chat in both languages.</li><li>Assist with order processing, account updates, and product/service information.</li><li>Accurately document customer interactions in company systems.</li><li>Work with internal teams to resolve complex customer needs.</li></ul>
  • 2025-12-30T20:04:35Z
Bilingual Customer Service Representative (Spanish/English)
  • Oakland, CA
  • onsite
  • Temporary
  • 25.00 - 27.00 USD / Hourly
  • <p><strong>Bilingual Customer Service Representative (Spanish/English)</strong></p><p>We are looking for a Bilingual Customer Service Representative who can deliver outstanding service in both Spanish and English.</p><p><strong>Responsibilities:</strong></p><ul><li>Handle service inquiries, complaints, and product information requests in both languages.</li><li>Maintain accurate notes and customer logs.</li><li>Collaborate with other departments to resolve issues quickly.</li><li>Maintain a positive, helpful attitude.</li></ul>
  • 2025-12-30T20:04:35Z
Customer Service Manager
  • Fairfield, CA
  • onsite
  • Contract / Temporary to Hire
  • 57.09 - 66.10 USD / Hourly
  • <p>We are looking for a Store Manager to join our team in Fairfield, California. This is a contract-to-permanent position within the wholesale distribution industry. The ideal candidate will oversee customer service operations, ensuring excellent service delivery and maintaining high standards of customer satisfaction. This role requires strong leadership and organizational skills to effectively manage teams, address customer needs, and contribute to the company’s success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage customer service teams to ensure consistent, high-quality customer interactions.</p><p>• Develop and implement strategies to improve customer satisfaction and resolve complaints effectively.</p><p>• Manage scheduling and staffing decisions to ensure adequate coverage and optimal service levels.</p><p>• Conduct regular training sessions to enhance team performance and ensure compliance with company policies.</p><p>• Oversee inventory management and ensure accurate tracking and replenishment of products.</p><p>• Monitor compliance with safety and security protocols, addressing any discrepancies promptly.</p><p>• Conduct market research to identify opportunities for improving customer service and understand competitor practices.</p><p>• Collaborate with loss prevention teams to safeguard company assets and reduce risks.</p><p>• Supervise merchandising efforts to maximize sales and ensure displays meet company standards.</p><p>• Address operational challenges by stepping into various roles as needed during peak times or staffing shortages.</p>
  • 2025-12-17T01:04:04Z
Workplace Experience Coordinator
  • San Francisco, CA
  • onsite
  • Temporary
  • 23.00 - 26.00 USD / Hourly
  • We are looking for a dynamic Workplace Experience Coordinator to join our team on a contract basis in San Francisco, California. This position will provide crucial support to ensure smooth office operations and exceptional customer service. The role offers an exciting opportunity to contribute to a detail-oriented environment while showcasing your skills in hospitality, administration, and technology.<br><br>Responsibilities:<br>• Deliver outstanding customer service to both internal and external clients, focusing on creating a welcoming and detail-oriented experience.<br>• Support front-of-house operations, including reception duties, catering setups, room transitions, and general office functions.<br>• Conduct daily walkthroughs of office and meeting spaces to ensure cleanliness, organization, and readiness for upcoming events.<br>• Provide basic technology assistance and troubleshoot A/V equipment to facilitate seamless meeting experiences.<br>• Collaborate with the Workplace Team to address guest inquiries and provide solutions for office or meeting room technology needs.<br>• Maintain accurate communication with team members regarding updates, client needs, and business activities.<br>• Offer local knowledge about the office, building amenities, transportation, and nearby attractions to enhance guest experience.<br>• Cross-train in Welcome Desk functions and assist with administrative tasks as needed.<br>• Ensure compliance with safety, security, and health protocols, including maintaining accurate records.<br>• Contribute to regular reporting and office documentation to support operational efficiency.
  • 2026-01-02T16:26:46Z
Office Services Associate
  • San Francisco, CA
  • remote
  • Temporary
  • 20.00 - 22.00 USD / Hourly
  • We are looking for a detail-oriented Office Services Associate to join our team on a contract basis in San Francisco, California. In this role, you will support daily office operations, including reprographics, mail services, and other administrative tasks across both physical and digital environments. This position requires excellent organizational and customer service skills to ensure smooth execution of office functions and client satisfaction.<br><br>Responsibilities:<br>• Handle reprographics and mail services tasks, ensuring timely and accurate completion of all projects.<br>• Utilize and maintain logs for office services activities, tracking progress and outcomes.<br>• Operate and troubleshoot office equipment, including copiers, scanners, and fax machines.<br>• Load machines with necessary supplies such as paper and toner, ensuring smooth operation.<br>• Follow established procedures to prioritize and execute workflow efficiently.<br>• Communicate with supervisors or clients to address deadlines or job-related concerns.<br>• Perform quality assurance checks on completed work to maintain high standards.<br>• Maintain confidentiality when handling sensitive documents and information.<br>• Adhere to company and client site policies while optimizing the use of resources.<br>• Assist with reception, hospitality, and other service lines as needed to support the team.
  • 2025-12-30T16:49:02Z
Sales Assistant
  • San Rafael, CA
  • onsite
  • Contract / Temporary to Hire
  • 21.00 - 22.00 USD / Hourly
  • We are looking for a dynamic Sales Assistant to join our team in San Rafael, California. This Contract-to-permanent position is perfect for someone passionate about retail and eager to provide exceptional customer service while supporting a growing sales team. If you enjoy engaging with customers, managing inventory, and contributing to daily operations, this role offers an excellent opportunity to grow within the organization.<br><br>Responsibilities:<br>• Welcome customers warmly as they enter the showroom and assist with initial inquiries.<br>• Promote and sell small items, such as testing kits and chemical refills, ensuring customer needs are met.<br>• Manage incoming inventory shipments, including light lifting and organization.<br>• Guide visitors to the appropriate sales representatives for further assistance.<br>• Perform basic data entry tasks to maintain accurate records.<br>• Process customer payments through the system, ensuring accuracy and efficiency.<br>• Provide ad hoc support to the sales team, collaborating to meet daily goals.<br>• Maintain a detail-oriented appearance, adhering to the smart casual dress code.<br>• Work weekends as part of a five-day schedule to accommodate customer traffic.
  • 2025-12-30T23:29:12Z
Office Services Associate
  • Palo Alto, CA
  • remote
  • Temporary
  • 20.00 - 21.00 USD / Hourly
  • <p>We are looking for a detail-oriented Office Services Associate to join our team on a contract basis in Palo Alto, California. In this role, you will support daily office operations, including reprographics, mail services, and other administrative tasks across both physical and digital environments. This position requires excellent organizational and customer service skills to ensure smooth execution of office functions and client satisfaction.</p><p><br></p><p>Responsibilities:</p><p>• Handle reprographics and mail services tasks, ensuring timely and accurate completion of all projects.</p><p>• Utilize and maintain logs for office services activities, tracking progress and outcomes.</p><p>• Operate and troubleshoot office equipment, including copiers, scanners, and fax machines.</p><p>• Load machines with necessary supplies such as paper and toner, ensuring smooth operation.</p><p>• Follow established procedures to prioritize and execute workflow efficiently.</p><p>• Communicate with supervisors or clients to address deadlines or job-related concerns.</p><p>• Perform quality assurance checks on completed work to maintain high standards.</p><p>• Maintain confidentiality when handling sensitive documents and information.</p><p>• Adhere to company and client site policies while optimizing the use of resources.</p><p>• Assist with reception, hospitality, and other service lines as needed to support the team.</p>
  • 2025-12-31T15:43:59Z
Senior Client Service Associate – Leading Investment Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 115000.00 USD / Yearly
  • <p><strong>Interested in learning more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s connect and explore whether this role could be the ideal next step in your career.</strong></p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role blends client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring timely and accurate execution</li><li>Partner with senior leadership on customized client strategies and firmwide initiatives</li><li>Build and maintain trusted client relationships, anticipating needs to deliver a best‑in‑class experience</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and a 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear pathways for professional growth</li></ul>
  • 2025-12-23T17:44:03Z
Workplace Exp Coordinator
  • San Jose, CA
  • onsite
  • Temporary
  • 24.81 - 25.92 USD / Hourly
  • <p> Robert Half is hiring for one of our top clients, for a <strong>Workplace Experience Coordinator</strong> opportunity <strong>onsite in San Jose, CA</strong>.</p><p><br></p><p><strong>Job Title:</strong> Workplace Experience Coordinator</p><p> <strong>Job Family:</strong> Office Soft Services</p><p> <strong>Location:</strong> Onsite – San Jose, CA</p><p> <strong>Pay Rate:</strong> $24.81–$25.92/hr</p><p> <strong>Schedule:</strong> Monday–Friday, 8:00 AM – 5:00 PM</p><p> <strong>Assignment Duration:</strong> 2-month contract</p><p> <strong>Possibility for Extension:</strong> TBD</p><p><br></p><p>POSITION SUMMARY</p><p>As a <strong>CBRE Workplace Experience Coordinator</strong>, you will be responsible for delivering a world-class customer service experience to employees and guests within a designated facility. This role serves as the first point of contact for visitors and supports workplace operations, events, vendors, and day-to-day office services.</p><p><br></p><p>KEY RESPONSIBILITIES</p><p>• Serve as the first point of contact for all visitors, greeting them with a friendly and professional demeanor</p><p> • Issue visitor and parking passes while following security protocols and procedures</p><p> • Answer phones professionally and assist with presentations or speaking to groups as needed</p><p> • Coordinate recreational, dining, and business activities on behalf of internal stakeholders</p><p> • Manage janitorial and maintenance work orders and coordinate workplace services</p><p> • Support mail services, office supply management, and onboarding activities</p><p> • Respond to inquiries or complaints from employees, guests, and coworkers with a customer service–driven approach</p><p> • Organize and manage onsite events, including space reservations, room setup/teardown, and supply delivery</p><p> • Follow property-specific security and emergency procedures to ensure building safety</p><p> • Coordinate with vendors supplying services or goods to the workplace</p><p> • Manage calendars, reservations, and scheduling needs</p><p> • Follow established procedures to solve routine issues with limited discretion</p>
  • 2025-12-18T19:50:12Z
Client Service Associate – Top‑Tier Wealth Management
  • San Jose, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>We’re looking for a motivated <strong>Client Service Associate</strong> to join a well‑established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced team.</p><p>You’ll receive hands‑on training with leading tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, along with ongoing development in compliance, client management, and operational processes. Compensation and title will be aligned with your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base.</li><li>Process new account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions with accuracy and efficiency.</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials.</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with continuous training and professional development</li></ul>
  • 2025-12-30T18:43:41Z
Coordinator Admin Srvcs - SOPS
  • Dublin, CA
  • remote
  • Temporary
  • 22.00 - 23.00 USD / Hourly
  • <p>We are looking for an Administrative Coordinator to join our team in Dublin, California. In this role, you will provide exceptional support to both internal team members and external customers, ensuring smooth operations and addressing administrative challenges as they arise. This is a long-term contract position that requires a proactive approach to maintaining office functionality and adhering to established procedures.</p><p><br></p><p>Administrative Coordinator Responsibilities:</p><p>• Deliver outstanding customer service to internal staff and external clients by resolving both routine and complex administrative issues.</p><p>• Ensure the assigned office location operates effectively, supporting colleagues and visitors in their daily tasks.</p><p>• Maintain compliance with standard operating procedures as outlined by the Workplace Services Manager.</p><p>• Coordinate hiring processes and related administrative tasks with precision and efficiency.</p><p>• Provide support for video conferencing setups and other technological needs within the office.</p><p>• Assist in implementing and maintaining standard operational procedures to optimize workplace functionality.</p><p>• Act as a point of contact for external customers, addressing inquiries and ensuring satisfaction.</p><p>• Collaborate with team members to enhance administrative workflows and contribute to a productive environment.</p><p>• Monitor and manage office supplies and resources to ensure availability and proper usage.</p><p>• Support the integration and application of NIS systems within the office environment.</p><p><br></p><p>If you are interested in this Administrative Coordinator position, please submit your resume today!</p>
  • 2025-12-24T19:08:52Z
Front Desk Coordinator
  • Palo Alto, CA
  • onsite
  • Temporary
  • 28.50 - 33.00 USD / Hourly
  • We are looking for a Front Desk Coordinator to join our team on a contract basis in Palo Alto, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring attentive and efficient interactions. This part-time position requires excellent communication skills and the ability to handle multiple tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Greet and assist visitors and clients in a friendly and attentive manner.<br>• Manage a multi-line phone system, including answering inbound calls and directing them appropriately.<br>• Provide concierge services to meet the needs of guests and staff.<br>• Handle switchboard operations efficiently, managing phone lines ranging from 1 to 10.<br>• Maintain an organized and welcoming reception area.<br>• Coordinate scheduling and appointments as needed.<br>• Respond promptly to inquiries and provide accurate information.<br>• Support administrative tasks and collaborate with team members to ensure smooth daily operations.<br>• Uphold company standards and maintain confidentiality in all interactions.
  • 2025-12-05T01:04:12Z
Office Administrator
  • Walnut Creek, CA
  • onsite
  • Contract / Temporary to Hire
  • 31.00 - 35.00 USD / Hourly
  • <p>Robert Half's client in Pleasant Hill, CA is seeking an experienced Office Administrator to join their growing team. This is an exciting opportunity to contribute to a company in the financial services industry.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>• Greet and welcome clients, visitors, and guests in a professional and friendly manner.</p><p>• Answer and direct incoming phone calls promptly and courteously.</p><p>• Manage office calendar: schedule, confirm, and coordinate appointments.</p><p>• Maintain a clean, organized, and professional front office environment.</p><p>• Handle incoming/outgoing mail and packages; oversee office supply inventory and orders.</p><p>• Ensure client refreshments and meeting spaces are prepared to create a welcoming environment.</p><p>• Support the team with general administrative tasks (filing, copying, scanning, data entry).</p><p><br></p><p><br></p><p>Qualifications:</p><p>• High school diploma or equivalent </p><p>• 5+ years of experience in a receptionist or customer service role, preferably in a professional setting.</p><p>• Strong communication skills, both written and verbal.</p><p>• Punctuality is essential</p><p>• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and other office management software.</p><p>• Ability to multitask, prioritize, and handle a variety of administrative duties.</p><p>• Strong attention to detail and organizational skills.</p><p>• Friendly, approachable, and capable of maintaining a positive office atmosphere.</p><p>• Ability to maintain confidentiality and adhere to firm policies regarding client privacy.</p><p>Preferred Skills:</p><p>• Knowledge of general office equipment, such as phone systems, copiers, and fax machines.</p><p>• Experience with Salesforce (CRM platform) is highly preferred.\</p><p><br></p><p>If you are interested in this Office Administrator position, please submit your resume today!</p>
  • 2025-12-24T19:23:40Z
Senior Client Service Associate – Elite Investment Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 115000.00 USD / Yearly
  • <p><strong>Interested in learning more?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — let’s connect and see whether this opportunity could be the perfect next step in your career.</p><p><br></p><p><strong><u>Senior Client Associate</u></strong></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment. You’ll play a key role in delivering an exceptional client experience while supporting broader firm initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring prompt and accurate execution.</li><li>Partner with senior leadership on customized client strategies and firmwide initiatives.</li><li>Build and maintain trusted client relationships, anticipating needs and delivering a best‑in‑class experience.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear opportunities for professional growth</li></ul>
  • 2025-12-30T18:28:39Z
Client Service Associate – Elite Wealth Management
  • San Jose, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><br></p><p>We’re seeking a motivated <strong>Client Service Associate</strong> to join a well‑established and rapidly growing investment advisory firm. This role offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive and experienced team.</p><p>You’ll receive hands‑on training in tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, as well as ongoing development in compliance, client relations, and operational processes. Compensation and level will be tailored based on your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base</li><li>Process new account openings, closures, transfers, and other client paperwork</li><li>Prepare and execute trades and client transactions promptly and accurately</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with ongoing training and professional development</li></ul>
  • 2025-12-23T17:39:07Z
Senior Client Service Associate - RiA Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals.</p><p> </p><p> This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p> </p>
  • 2025-12-20T00:19:07Z
Administrative Assistant
  • Berkeley, CA
  • onsite
  • Contract / Temporary to Hire
  • 25.65 - 29.70 USD / Hourly
  • We are looking for a detail-oriented Administrative Assistant to join a non-profit organization in Berkeley, California. This Contract to permanent position involves providing essential administrative and event coordination support, ensuring smooth operations and exceptional service. The role combines administrative tasks with event setup coordination, offering a dynamic and collaborative work environment.<br><br>Responsibilities:<br>• Coordinate room reservations, manage client communications, and provide accurate quotes.<br>• Organize and maintain spreadsheets and calendars using Google Suite to ensure efficient scheduling.<br>• Confirm reservations and ensure all details are accurate and up-to-date.<br>• Collaborate with setup teams and facilities staff to ensure event spaces are prepared according to client specifications.<br>• Provide on-site support during events, addressing any issues and assisting as needed.<br>• Handle multiple events weekly, including managing overlapping schedules and logistics.<br>• Occasionally work flexible hours, including evenings or weekends, to meet event needs.<br>• Work remotely for administrative tasks while being present on-site for event coordination.<br>• Maintain strong customer service standards and clear communication with all stakeholders.<br>• Adapt to ad hoc tasks and provide support across different teams as required.
  • 2025-12-30T19:48:51Z
Billing Clerk
  • Brentwood, CA
  • onsite
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • <p>We are looking for a detail-oriented Billing/ Payroll Clerk to join our team in Brentwood, California. This is a long-term contract position that requires someone with strong organizational skills to handle billing and customer service and payroll tasks effectively. The ideal candidate will be adept at managing billing processes and interacting with customers in a courteous and efficient manner, and working on payroll files to update. Previous ERP experience a must.</p><p><br></p><p>Responsibilities:</p><p>• Process billing statements accurately and within required timeframes.</p><p>• Handle billing collections and ensure payments are recorded promptly.</p><p>• Provide excellent customer service by addressing inquiries and resolving issues related to billing.</p><p>• Utilize Microsoft Excel to create and manage spreadsheets for billing records and reports.</p><p>• Work with ERP and other billing software to input and retrieve data effectively.</p><p>• Updating payroll files after system conversion, PDF usage key</p><p>• Maintain organized records of billing transactions and ensure compliance with company policies.</p><p>• Assist in preparing monthly and annual billing reports for review.</p><p>• Collaborate with other team members to improve billing processes and customer satisfaction.</p><p>• Troubleshoot and resolve discrepancies in billing statements.</p><p>• Ensure the confidentiality and security of sensitive customer billing information/</p>
  • 2025-12-09T02:08:56Z
Leasing Assistant
  • Walnut Creek, CA
  • onsite
  • Temporary
  • 25.00 - 26.00 USD / Hourly
  • <p>We are looking for a skilled Leasing Assistant to join our team on a contract basis in Walnut Creek, CA. This role requires someone who is detail oriented, with strong organizational and customer service abilities to support property management operations. The position follows a Tuesday through Saturday schedule with Sundays and Mondays off.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the first point of contact for clients and visitors, ensuring a welcoming and detail-oriented environment.</p><p>• Assist with leasing inquiries by providing detailed information about available properties and guiding potential tenants through the leasing process.</p><p>• Maintain accurate records of tenant applications, lease agreements, and other essential documentation.</p><p>• Coordinate property tours and appointments, ensuring all schedules are organized efficiently.</p><p>• Address tenant concerns and questions promptly, delivering exceptional customer service.</p><p>• Support administrative duties such as managing phone calls, emails, and other communication channels.</p><p>• Collaborate with the property management team to ensure seamless daily operations.</p><p>• Monitor and update property listings to keep information current and accurate.</p><p>• Handle receptionist duties, including greeting visitors and managing front desk activities.</p><p>• Perform other tasks as needed to support property management objectives.</p><p><br></p><p>If you have leasing experience and are interested in this temporary leasing assistant role, submit your resume today!</p>
  • 2026-01-02T18:48:54Z
Billing Supervisor/Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 70000.00 - 71000.00 USD / Yearly
  • <p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
  • 2025-12-10T16:48:57Z
Administrative Assistant
  • Martinez, CA
  • onsite
  • Temporary
  • 22.16 - 25.66 USD / Hourly
  • <p>Robert Half's client is seeking an Administrative Assistant to join a non-profit organization in Martinez, California. In this PART-TIME, contract position, you will play a vital role in supporting office operations, handling public inquiries, and ensuring accurate documentation and records management. This opportunity is ideal for someone who thrives in a fast-paced environment and enjoys multitasking while maintaining high levels of organization.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Respond to public inquiries, route requests to appropriate departments, and provide excellent customer service.</p><p>• Manage claims processing by logging, coordinating, and tracking deadlines while maintaining accurate documentation.</p><p>• Handle requests under the California Public Records Act by clarifying inquiries, coordinating searches, and preparing responsive records.</p><p>• Organize, index, and maintain records through filing, scanning, and retention tracking according to established schedules.</p><p>• Provide administrative support such as preparing documents, entering data, scheduling appointments, and maintaining office logs.</p><p>• Assist with clerical accounting tasks, including processing invoices, purchase requests, and reimbursements while maintaining accurate records.</p><p>• Utilize office software and document management systems, ensuring confidentiality of sensitive information.</p><p>• Support the City Clerk with daily office functions and ensure compliance with policies and standards.</p><p>• Maintain clear and effective communication and business correspondence in all interactions.</p><p>• Prioritize tasks effectively and work independently while managing multiple deadlines.</p><p><br></p><p>If you are interested in this part-time Administrative Assistant position, please submit your resume today!</p>
  • 2025-12-24T19:23:40Z
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