249 results for Customer Service in San Francisco Ca
Customer Service Representative<p>We are seeking a Customer Service Representative in the Import & Distribution industry, based in South San Francisco, California. This role offers a contract to permanent employment opportunity, where you will be an integral part of our team, managing customer interactions, maintaining their records, and ensuring their orders are processed efficiently. </p><p><br></p><p>Responsibilities:</p><p>• Manage incoming phone calls, ensuring they are screened and forwarded appropriately</p><p>• Welcome guests including customers, vendors, and visitors with a detail oriented demeanor</p><p>• Efficiently handle customer orders received via phone or fax, ensuring they are processed correctly</p><p>• Respond to customer inquiries regarding product availability and delivery schedules</p><p>• Maintain up-to-date company sales catalogs for easy reference</p><p>• Ensure all invoices are double-checked, alphabetized, and filed systematically</p><p>• Handle additional tasks as required to ensure smooth operations</p><p>• Utilize your skills in Microsoft Word and Order Entry for efficient data management and customer service.</p>Customer Service Representative<p>Livermore client is looking for onsite temp to hire Customer Service Representatives</p><p><br></p><p>In this Customer Service role, you will be responsible for the following:</p><p><br></p><p>• Direct general customer service- for both end-users and distribution partners via phone and email.</p><p>• Respond to Sales inquiries, expectations, and delivery management.</p><p>• Prepare quotes in Epicor and submit them directly to the customer or as directed by sales.</p><p>• Process customer Purchase Orders in Epicor upon receipt from customer (email or customer web portal) or when forwarded from sales.</p><p>o Convert existing quotes in Epicor.</p><p>o Identify account based, or transaction based special instructions.</p><p>o Alert sales when customer need by dates or on the PO are not achievable prior to finalizing Sales Order.</p><p>o Audit Sales Order for accuracy – ship to address, need by dates, order price, customer part number, and quantity.</p><p>o Acknowledge directly to the customer that their purchase order has been processed and our commit/promise dates. If commit date is not yet available, confirm and update when it becomes available.</p><p>• Order Management- utilize Production Report, Epicor, and order status tools to:</p><p>o Monitor orders daily for on-time ship date or promised delivery. Raise any issues to the corresponding DSM.</p><p>o Communicate with DSM daily to understand priority and manage customer ship/need by dates.</p><p>• Daily interaction with other support departments, including Finance, Sales, Purchasing, Engineering and Product Management.</p><p>• Return Management Duties.</p><p>o Create and send out return documents to customers as needed.</p><p>o Track returns through the complete process and ensure credit memos are sent to customers.</p><p>• Awareness and adherence to all documented sales operations processes.</p><p>• Open corrective action cases in Epicor on every opportunity for process improvement.</p><p>• Performs other related duties as assigned by management.</p><p><br></p><p>Epicor, Microsoft Office, PowerBI and web-based portals.</p>Customer Service Representative<p>We are offering a contract for a Customer Access Assistant position in Newark, California. The role is primarily in the health care industry, where you will be the first point of contact for patients and providers, handling a multitude of communication channels. This role demands a high level of customer service, strong communication skills, and the ability to manage operations efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Handle high volumes of both inbound and outbound calls, ensuring swift and accurate responses</p><p>• Assist in the registration and cancellation of appointments for patients</p><p>• Accurately document calls and route them to the appropriate department when necessary</p><p>• Identify and escalate urgent customer needs or operational issues promptly</p><p>• Navigate medical records to ensure patient information is up-to-date and accurately entered in the correct location</p><p>• Adhere to all regulatory and compliance standards, delivering a high level of customer service</p><p>• Follow documented protocols and guidelines to maintain consistency and quality of service</p><p>• Use reference documents and online knowledgebase tools to provide accurate information regarding health care services</p><p>• Utilize the functionality of the telephone system as required</p><p>• Perform other duties as assigned within the department, maintaining a flexible and collaborative approach.</p>Customer NavigatorWe are offering a short term contract employment opportunity for a Customer Navigator in Palo Alto, California. As a Customer Navigator, you will serve as a crucial link between the healthcare facility and its patients, providing assistance, managing appointments, and ensuring a smooth customer service experience. <br><br>Responsibilities:<br>• Provide a personal connection to the hospital for patients, families, and visitors through on-site and telephonic customer service. <br>• Act as a non-clinical liaison, offering assistance to patients before, during, and after their encounter with the medical facility. <br>• Attend to patients, their families and visitors entering the hospital and clinics, offering clear verbal and written instructions, directions, and escorts to their destinations. <br>• Facilitate the scheduling of physician appointments and care during in-patient and out-patient stays, assisting in navigating the healthcare system. <br>• Communicate patient and guest concerns to the appropriate department for facilitation and record summary when necessary. <br>• Provide information about campus shuttles to assist with transportation of guests to and from the hospital and other clinics. <br>• Maintain adherence to safety and quality programs, sustaining compliance with National Patient Safety Goals. <br>• Participate in ongoing education and training related to customer service, patients' rights, and ethical treatment. <br>• Supervise and provide guidance to a team of volunteers, ensuring a high level of customer service is maintained. <br>• Use Microsoft Word, Excel, and other database tools for efficient scheduling and record keeping.Customer Access Assistant<p>We are seeking a <strong>Customer Access Assistant</strong> for a <strong>6-month contract position</strong> in <strong>Newark, CA</strong>. The <strong>Customer Access Assistant</strong> will be responsible for handling a high volume of inbound and outbound calls, assisting patients with scheduling needs, and ensuring accurate documentation of customer interactions. This role requires strong customer service skills, attention to detail, and the ability to navigate electronic medical records efficiently. This role is located near <strong>Thornton Ave. and Gateway Rd. in Newark, CA</strong>.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Respond to a high volume of inbound and outbound telephone calls and referrals.</li><li>Assist patients with registering, scheduling, and canceling appointments.</li><li>Accurately document and route calls to the appropriate department.</li><li>Identify urgent customer needs or operational issues and escalate them appropriately.</li><li>Efficiently navigate electronic medical records to ensure patient information is current and entered accurately.</li><li>Meet all regulatory and compliance standards while delivering exceptional customer service.</li><li>Follow documented protocols and guidelines to ensure accuracy and consistency.</li><li>Consistently meet or exceed departmental quality assurance standards.</li><li>Utilize reference documents and online tools to provide accurate information about healthcare services.</li><li>Operate telephone system functionalities effectively as required.</li><li>Perform additional departmental duties as assigned.</li></ul><p><br></p>Administrative/Customer Support<p>A nonprofit client is seeking a proactive and detail-oriented <strong>Administrative Support Professional</strong> to join their <strong>Legal Department</strong> on a <strong>contract basis</strong> for <strong>1-2 months</strong>. This is an <strong>onsite role</strong> where you will support the legal team by managing incoming calls, addressing inquiries related to immigration, and providing administrative assistance as needed.</p><p>The ideal candidate will be <strong>bilingual in Spanish and English</strong>, have excellent communication skills, and be comfortable working in a fast-paced environment providing support to individuals navigating sensitive immigration-related matters.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer and screen incoming calls to the legal department, providing basic information and responding to questions related to immigration services.</li><li>Route calls to the appropriate legal staff members and follow up with callers as needed to ensure excellent customer service.</li><li>Maintain accurate and organized records of calls, inquiries, and follow-ups.</li><li>Assist in managing schedules, appointments, and administrative tasks for the legal team.</li><li>Provide translation support (verbal and written) for Spanish-speaking clients to facilitate clear communication.</li><li>Ensure that sensitive information is handled with the highest level of confidentiality and professionalism.</li><li>Support the legal department with filing, data entry, and document organization.</li><li>Help improve office workflows by identifying ways to streamline administrative processes.</li></ul><p><br></p>Customer Access Associate<p>We are searching for a Customer Access Associate in Newark, CA for our client, where you will handle a high volume of <strong>inbound and outbound calls, faxes, and other communications</strong> related to healthcare services. Their team is dedicated to delivering an exceptional <strong>patient and customer experience</strong> by efficiently coordinating services, accurately answering inquiries, and ensuring seamless access to healthcare. This is a great, long-term contract opportunity with the possibility of turning into a permanent position. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to high-volume inbound calls and referrals from patients, providers, and clinic staff.</li><li>Assist patients with registering, scheduling, and canceling appointments.</li><li>Accurately document and route calls to the appropriate department.</li><li>Identify urgent customer needs or operational issues and escalate them as necessary.</li><li>Navigate electronic medical records (EMR) and ensure patient information is correctly updated.</li><li>Adhere to regulatory and compliance standards.</li><li>Provide high-level customer service, following documented protocols and guidelines.</li><li>Maintain and exceed quality assurance standards.</li><li>Use reference materials and online tools to accurately communicate service information.</li><li>Operate the telephone system effectively.</li><li>Perform additional departmental duties as assigned.</li></ul><p><br></p>Customer Assistant<p><strong>Our client is specifically looking for candidates who have:</strong></p><p>· Six-months of customer service experience</p><p>· Healthcare experience preferred but not required</p><p>· High school diploma or GED equivalent Experience</p><p>· Type 40 words per minute (Will need to take a typing assessment)</p><p>· Excellent customer service skills</p><p>· Demonstrated knowledge of proper English grammar in speaking and writing</p><p>· Effectively listen to resolve patient's/customers inquiries</p><p>· Maintain respect and composure in stressful situations</p><p>· Navigate complex software tools and accurately input data</p><p>· Effectively document caller notes into the medical record</p><p>· Ability to adjust communication to fit the needs and level of understanding of the receiver</p><p>· Ability to apply business logic to resolve patient/customer issues while managing multiple priorities</p>Office Services AssociateWe are in search of an Office Services Associate to join our team in San Francisco, California. In this role, you will be responsible for handling various back-office services, including digital and physical mail, reprography, and litigation printing. The role is part of a wider team that supports hospitality, reception, and audio/visual services. This role offers a short-term contract employment opportunity.<br><br>Responsibilities:<br>• Handle customer inquiries and ensure accurate processing of credit applications.<br>• Maintain meticulous records of customer credit.<br>• Monitor customer accounts and take necessary action when required.<br>• Provide support in digital and physical mail services, litigation printing, and reprographics.<br>• Contribute to hospitality facilities, reception, and audio/visual services as needed.<br>• Prioritize workflow and ensure timely completion of all projects.<br>• Troubleshoot basic equipment problems and place service calls when necessary.<br>• Maintain logs for all office services and adhere to established procedures.<br>• Interact with clients in person, over the phone, or electronically.<br>• Ensure quality assurance on own and work of others.<br>• Load machines with necessary supplies such as paper and toner.Customer Access Assistant<p>Are you ready to join a dynamic and fast-paced environment as a <strong>Customer Access Assistant</strong>? As a <strong>Customer Access Assistant</strong>, you’ll play a vital role in ensuring patients and healthcare providers receive exceptional support by managing a high volume of calls, inquiries, and referrals. This position is essential to providing outstanding customer service and navigating complex healthcare systems with precision and care.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Respond to a high volume of inbound and outbound telephone calls and referrals.</li><li>Assist patients with registering, scheduling, and canceling appointments.</li><li>Accurately document and route calls to the appropriate department.</li><li>Identify urgent customer needs or operational issues and escalate them appropriately.</li><li>Efficiently navigate electronic medical records to ensure patient information is current and entered accurately.</li><li>Meet all regulatory and compliance standards while delivering exceptional customer service.</li><li>Follow documented protocols and guidelines to ensure accuracy and consistency.</li><li>Consistently meet or exceed departmental quality assurance standards.</li><li>Utilize reference documents and online tools to clearly articulate accurate information about healthcare services.</li><li>Operate telephone system functionalities effectively as required.</li><li>Perform additional departmental duties as assigned.</li></ul><p><br></p>General Office ClerkWe are offering a long term contract employment opportunity for a General Office Clerk in San Jose, California. The role primarily involves administrative tasks within the records management and financial document organization sector.<br><br>Responsibilities:<br><br>• Accurately and efficiently process customer credit applications<br>• Maintain a database of stale-dated checks and related financial documents<br>• Ensure accuracy in data entry, reconciliation, and record maintenance<br>• Organize medical records stored in multiple boxes and develop and maintain an alphabetical spreadsheet for easy retrieval and tracking<br>• Collaborate with relevant departments to verify and process financial records efficiently<br>• Ensure records comply with document retention policies and are properly filed for accessibility<br>• Monitor customer accounts and take appropriate action when necessary<br>• Provide excellent customer service by resolving customer inquiries<br>• Use Microsoft Excel to sort, filter, enter data, and formulate basic formulas<br>• Maintain confidentiality when handling sensitive records.Location Services SpecialistWe are on the lookout for a Location Services Specialist to join our team based in Chicago, Illinois. In this role, you will be instrumental in ensuring the smooth operation of our office environment, while also providing crucial support to our internal and external clients. As a Location Services Specialist, your duties will involve a high degree of interaction with building management vendors, as well as taking on a key role in maintaining a clean, safe, and well-regulated workplace.<br><br>Responsibilities:<br><br>• Engage in day-to-day support activities to ensure the efficient running of the location<br>• Maintain effective communication with a diverse range of audiences, both verbally and in writing<br>• Utilize advanced Microsoft Office skills to create and edit documents, charts, graphics, and tables<br>• Manage multiple tasks and projects, ensuring all are executed effectively<br>• Provide administrative assistance, including the handling of an advanced multi-line telephone system<br>• Act as the first point of contact for visitors, directing them to the appropriate individual and informing relevant parties of their arrival<br>• Collaborate closely with Location Services Manager or Supervisor to ensure the location remains safe, well-maintained, and clean<br>• Drive interactions with building management vendors, internal clients, and external clients<br>• Maintain a high standard of customer service, processing customer credit applications and accurately maintaining customer credit records<br>• Perform daily operations including photocopying and scanning documents, and proofreading for quality assurance.Administrative CoordinatorWe are searching for a diligent Administrative Coordinator in San Jose, California, United States. As part of a dynamic real estate industry, the position offers the opportunity to support a management team responsible for overseeing multiple properties in California. This role provides an engaging contract to hire employment opportunity and is an integral part of our team's operations.<br><br>Responsibilities:<br><br>• Act as the first point of contact for queries from tenants, vendors, and customers.<br>• Order and manage office supplies as necessary.<br>• Support the Property Manager, Chief Engineer, and Security Director with administrative tasks, including creation of work orders, scheduling contract work, drafting contracts, and tracking vendor insurance.<br>• Coordinate and maintain the property management contract database.<br>• Assist with the non-commercial activity application program.<br>• Manage Open/Close notices and issue Notice of Non-Responsibility as needed.<br>• Review security reports and forward to appropriate personnel as instructed.<br>• Work with the Accounting and Operations teams as the main contact for accounts payable bill upload and coding, account research, and setting up vendors.<br>• Assist the Property Manager and Assistant Manager in preparing annual budgets and other financial reports.<br>• Maintain tenant and vendor contact list, as well as the MallCast database.<br>• Generate tenant notifications via memo for food court maintenance, property events, operational reminders, and general property repairs.<br><br>Skills:<br>• Management System<br>• Microsoft Excel<br>• Microsoft Office Suites<br>• Microsoft Outlook<br>• Microsoft Word<br>• About Time<br>• Correspondence<br>• C-Suite<br>• Customer Service<br>• Data EntryClient Services Specialist<p>Jeff Abrams, representing Robert Half, is excited to partner with an outstanding company in search of a Client Services Specialist. This role presents an exceptional opportunity to join a dynamic team within a prestigious organization, offering the chance to make a meaningful impact while advancing your career in client services.</p><p>Key Responsibilities:</p><ul><li>Provide top-notch client relationship management by assisting with client requests such as money transfers, account consolidations, and website access.</li><li>Collaborate closely with the client service team to prepare for client meetings, including generating reports, gathering information, and inputting data into Salesforce or eMoney.</li><li>Communicate effectively with clients to address operational/administrative inquiries and resolve issues promptly.</li><li>Proactively monitor and initiate service requests with custodians on behalf of clients.</li><li>Facilitate account-related tasks such as opening accounts, reregistering accounts, processing stock option exercises, conducting cost basis research, and managing stock donations.</li><li>Maintain accurate client data by creating portfolios in the portfolio management system and updating CRM (Salesforce) and internal systems accordingly.</li><li>Contribute to the quarter-end client reporting process by producing, reviewing, and delivering all client reports.</li><li>Ensure the correct execution of client service procedures within the firm and continuously research and implement more efficient and effective policies and procedures for client service and reporting expectations.</li></ul><p>Join us in this exciting opportunity to play a pivotal role in delivering exceptional client service and contributing to the success of our esteemed organization.</p><p><br></p>Administrative AssistantWe are offering a short term contract employment opportunity for an Administrative Assistant in San Francisco, California. The role will be centered around providing administrative support, managing customer interactions, and maintaining detailed and accurate records. This role is integral to our operations, ensuring efficient communication and supporting various administrative tasks.<br><br>Responsibilities:<br>• Efficiently handle customer inquiries and offer appropriate solutions<br>• Ensure accurate and timely data entry operations<br>• Provide back-up support for front desk operations, including warmly greeting visitors and directing them appropriately<br>• Manage inbound and outbound calls, providing excellent customer service<br>• Handle email correspondence with precision and professionalism<br>• Assist with various administrative tasks, such as creating and editing documents, photocopying, faxing, filing, and sorting checks<br>• Utilize Microsoft Suite (Excel, Outlook, PowerPoint, Word) for various tasks, including scheduling appointments<br>• Support the lottery and lease up process<br>• Monitor, track, and complete annual recertifications<br>• Conduct administrative tasks associated with Check Day, Quick Check, and the Rental Payment Period in an efficient and supportive manner.Administrative AssistantManaging Communication:<br><br>Answering and directing phone calls<br>Handling emails and scheduling appointments<br>Managing office correspondence (letters, emails, packages, etc.)<br>Scheduling and Calendar Management:<br><br>Organizing meetings, appointments, and travel arrangements<br>Managing and updating calendars for executives or departments<br>Document Preparation:<br><br>Drafting, formatting, and editing documents, reports, and presentations<br>Handling filing systems, including both paper and digital files<br>Maintaining records and tracking office documents<br>Office Management:<br><br>Ordering office supplies and managing inventory<br>Ensuring that the office environment is organized and tidy<br>Coordinating office maintenance and managing vendor relationships<br>Data Entry and Database Management:<br><br>Inputting data into spreadsheets or databases<br>Tracking and updating customer information or internal company data<br>Supporting Other Teams:<br><br>Assisting with event planning and coordination<br>Preparing materials or presentations for meetings<br>Providing administrative support to other departments as needed<br>Customer Service:<br><br>Greeting visitors and clients<br>Providing basic information about the company or its services<br>Managing customer inquiries and ensuring a positive experience<br>Skills and Qualifications:<br>Organization: Strong organizational and multitasking abilities are critical.<br>Communication: Clear and professional communication skills, both verbal and written.<br>Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) or Google Workspace.<br>Attention to Detail: Accuracy in documentation, scheduling, and data entry.<br>Problem-solving: Ability to resolve issues independently or escalate them when necessary.<br>Time Management: Ability to prioritize tasks and manage time efficiently.<br>Key Tools/Software:<br>Office Suites: Microsoft Office or Google Workspace<br>Project Management Tools: Trello, Asana, Monday.com (depending on the company)<br>Communication Platforms: Slack, Zoom, Microsoft Teams<br>Document Storage Systems: Google Drive, Dropbox, or company-specific systems<br>Scheduling Tools: Outlook Calendar, Google CalendarBuyer<p>We are offering a contract for a dedicated Buyer in our Pittsburg, California office. In this role, you will be a key player within our team, responsible for handling domestic and international orders, liaising with internal customers and suppliers, maintaining our purchasing data, and providing essential customer service assistance. Your primary function will be to ensure the smooth operation of our buying processes.</p><p><br></p><p>This is a hybrid position offering several remote days per week. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle the processing of orders, both domestic and international, as well as capital orders.</p><p>• Serve as the primary point of contact between internal customers and suppliers for product/service sourcing.</p><p>• Input purchasing data into relevant systems, assisting with third-party vendor setup requests as needed.</p><p>• Review and interpret contracts to ensure the best terms for our business.</p><p>• Organize material delivery and freight options to optimize efficiency.</p><p>• Monitor supplier performance, addressing any issues or concerns promptly.</p><p>• Support senior management in the development and implementation of sourcing strategies.</p><p>• Ensure compliance with all company policies, procedures, and regulatory standards.</p><p>• Undertake any additional tasks or projects as assigned by management.</p>Patient Access RepWe are offering a short term contract employment opportunity for a Patient Access Rep in Palo Alto, California. In this role, you will be tasked with a variety of responsibilities related to patient admissions and registration, handling customer service inquiries and concerns, and processing required paperwork for billing and compliance needs. <br><br>Responsibilities:<br>• Accurately record payments collected at the point-of-service delivery<br>• Develop a fundamental understanding of the various health insurance coverage options<br>• Manage routine patient escalations and perform service recovery when necessary<br>• Assist with complex registrations by escalating to a more experienced team member<br>• Greet patients and initiate the registration process<br>• Maintain detail-oriented communication with various staff, physicians, guests, and patients<br>• Meet individual productivity and key performance indicators on a weekly basis<br>• Provide excellent customer service to all individuals you interact with<br>• Handle a combination of responsibilities for all areas of Patient Access Service operations.Data CollectorWe are offering a long-term contract employment opportunity for a Data Collector in San Francisco, California. This role will primarily involve testing a mechanical gripping device by lifting household items and providing feedback to the engineering team. This position is based in the product development industry and requires a high level of physical activity as well as autonomous work.<br><br>Responsibilities:<br><br>• Testing a mechanical gripping device through practical application<br>• Lifting and handling various household items such as plates and glasses for testing purposes<br>• Providing detailed feedback to the engineering team based on the performance of the device<br>• Working autonomously with minimal communication with the engineering team<br>• Complying with safety measures while handling the device and performing tasks<br>• Commuting around San Francisco for testing and data collection activities<br>• Participating in training sessions at the headquarters before deployment<br>• Utilizing strong administrative and customer service skills in day-to-day tasks<br>• Entering data and maintaining accurate records of the device's performance and feedback<br>• Handling the device, which weighs approximately 7lbs, throughout the day.Admin AssistantWe are in search of a detail-oriented Admin Assistant for our operations based in Sunnyvale, California. This role is central to the functioning of our team, requiring an individual who can manage a variety of administrative tasks. This position plays a crucial part in the healthcare industry, offering a short term contract employment opportunity. <br><br>Responsibilities:<br>• Manage the front desk operations, ensuring a smooth flow of daily activities<br>• Provide exceptional customer service by addressing and resolving customer inquiries in a timely manner<br>• Utilize your proficiency with Epic EMR to handle specific administrative tasks<br>• Schedule appointments effectively, coordinating with multiple service lines such as Chiro, PT, Behavioral Health, Lab, and MA appointments<br>• Ensure accurate and efficient processing and recording of customer information<br>• Oversee the opening and closing procedures, adhering to established guidelines<br>• Perform other administrative tasks as required, demonstrating your organizational skills and attention to detail.Client Service Associate, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p><br></p>Client Service Associate/Trader<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate/Trader</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location:</strong> East Bay</p><p><strong>Comp: </strong>$115-$130k</p><p> </p><p>A Wealth Management Firm managing around 6 million in assets, located in the East Bay is looking for an experience Client Service Associate to join their team. This firm provides excellent opportunities for career advancement. If you're eager to make a difference, apply now and contribute to ongoing success!</p><p> </p><p>Job Duties:</p><ul><li>Prepare and maintain spreadsheets detailing potential and current client portfolios.</li><li>Execute client trades with precision and accuracy.</li><li>Rebalance client portfolios.</li><li>Generate and review detailed client's portfolio.</li><li>Handle client money movement requests in a timely manner.</li></ul><p><br></p>Data CollectorWe are seeking a dedicated Data Collector to join our dynamic team. This role is based in San Francisco, California and offers a long-term contract employment opportunity. As a Data Collector, your primary role will be to test a mechanical gripping device, provide feedback to the engineering team, and handle various household items. This role requires physical activity, and the ability to work independently with minimal supervision.<br><br>Responsibilities:<br>• Testing a mechanical gripping device through practical application<br>• Lifting and handling various household items such as plates, glasses, etc.<br>• Providing constructive feedback to the engineering team for product development<br>• Working independently with minimal communication with the engineering team<br>• Transporting between multiple sites within San Francisco and South San Francisco<br>• Managing and maintaining accurate data records <br>• Offering customer service and administrative assistance when necessary<br>• Handling and processing customer credit applications<br>• Monitoring customer accounts and taking appropriate action when necessary.Administrative AssistantWe are seeking an Administrative Assistant based in San Jose, California. This role offers a contract to permanent employment opportunity. As an Administrative Assistant, you will be expected to assist in executing field operations services and activities, displaying a significant level of independence, initiative, critical thinking, and sound judgment. This role will require detail-oriented coordination and maintenance of effective office procedures and processes, and effective communication with all staff levels.<br><br>Responsibilities:<br>• Providing assistance to the Director of Field Operations and the Assistant Director, Field Operations.<br>• Handling customer service duties, including answering inbound calls and responding to email correspondence.<br>• Performing data entry tasks and maintaining accurate records.<br>• Scheduling appointments and coordinating various office procedures.<br>• Handling both inbound and outbound calls in a detail-oriented manner.<br>• Utilizing Microsoft Office tools such as Excel, Outlook, PowerPoint, and Word.<br>• Analyzing data and situations, identifying problems, and developing effective solutions.<br>• Monitoring customer accounts and taking appropriate action when necessary.<br>• Demonstrating detail-oriented communication skills on both a business and technical platform.Client Service Associate, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p> </p><p><br></p>