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26 results for Sr Client Service Associate in San Francisco, CA

Sr. Office Services Associate

San Francisco, CA
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for an Office Services Associate to provide dependable front-of-house and back-office support for a client site. This contract position is ideal for someone who enjoys delivering excellent service while managing print, mail, intake, and general office operations in both physical and digital settings. The role requires strong organization, sound judgment, and a proactive approach to meeting deadlines and supporting day-to-day workplace needs. Responsibilities: • Deliver attentive reception and front desk support while creating a positive experience for employees, guests, and clients. • Process print, copy, scanning, mail, and document intake requests accurately and in accordance with established service procedures. • Record assignments in service logs and confirm that all job details are complete before work begins. • Organize tasks by urgency and due date to ensure completed materials are produced and delivered on schedule. • Communicate promptly with supervisors or client contacts when timelines, specifications, or service issues require clarification. • Perform routine quality checks on completed work, including individual output and shared team deliverables, to maintain high standards. • Replenish paper, toner, and other production supplies while using materials responsibly and efficiently. • Identify and resolve basic equipment issues and escalate more complex problems when needed. • Support additional workplace services such as hospitality, facilities coordination, and audio/visual assistance as business needs require.
2026-06-12T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match. Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Service Associate

Foster City, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Service Associate

San Jose, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Service Associate | Established RIA Firm!

Lafayette, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
If you are early in your wealth management journey and want to join an established Wealth Management firm, please message Jennifer Fukumae on LinkedIn for quickest consideration! Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-10T00:00:00Z

Client Service Associate Director

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate Director $100-130k base + 15–30% discretionary bonus100% Remote (Optional SF Office Access) A boutique wealth management firm is seeking a highly relationship-driven Client Service Associate Director to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving. Position OverviewThe Client Service Director will act as the primary coordinator for client relationships, ensuring a seamless experience across all aspects of wealth management. This individual will proactively manage complex client needs, collaborate with internal stakeholders, and help drive operational excellence while positioning themselves for future leadership growth. Key Responsibilities<ul><li>Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships.</li><li>Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences.</li><li>Manage complex client requests and act as the central point of communication across internal teams and external partners.</li><li>Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism.</li><li>Drive operational efficiency and ensure follow-through on all client-related initiatives.</li><li>Partner closely with senior leadership on strategic client matters and process improvements.</li><li>Take ownership of client outcomes and help strengthen long-term client retention and satisfaction.</li><li>Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time.</li></ul>What Makes This Opportunity Attractive<ul><li>Work directly with sophisticated Ultra High Net Worth individuals, families, and family office structures.</li><li>Join a collaborative, high-touch wealth management environment that prioritizes exceptional client service.</li><li>Opportunity to become a key contributor to the firm's long-term growth and client experience strategy.</li><li>Significant exposure to complex financial situations and multi-generational wealth planning needs.</li><li>Clear path for increased leadership responsibilities as the organization continues to grow.</li></ul>
2026-06-12T00:00:00Z

Client Service Coordinator - Associate

Redwood City, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
POSITION: Client Service Coordinator - Associate (Contract)Location: Redwood City, CA (Onsite)Schedule: 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PMAssignment Type: Contract (Temp)Tentative Pay: $21 per hour OverviewWe are partnering with a leading organization to identify a Client Service Coordinator - Associate to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. Key Responsibilities<ul><li>Manage phone calls, emails, and correspondence in a professional manner</li><li>Schedule meetings, coordinate conferences, and maintain calendars</li><li>Maintain filing systems, sort/distribute mail, and order office supplies</li><li>Assist with financial record keeping and expense tracking</li><li>Support special projects and team initiatives as needed</li><li>Maintain cleanliness and organization in shared office spaces (kitchen and common areas)</li></ul>
2026-05-15T00:00:00Z

Client Service Associate | Reputable Firm in SF

San Francisco, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
🚨 Client Service Associate | Wealth Management | San Francisco, CAIf interested, please connect and send a message to Jennifer Fukumae on LinkedIn. Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-01T00:00:00Z

Client Service Analyst

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-06-05T00:00:00Z

Client Service Associate - Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-05-28T00:00:00Z

Senior Client Service Associate | Wealth Management Firm

Concord, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Interested? Please send a message to Jennifer Fukumae on LinkedIn for quickest consideration or if interested in other CSA roles in the pipeline. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-06-01T00:00:00Z

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000 - 130000 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-06-12T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
38 - 44 USD / Hourly
We are looking for a Sr. Compliance Analyst to support regulatory oversight for financial product marketing activities in San Francisco, California. This Long-term Contract position focuses on reviewing materials and practices for alignment with federal banking and financial compliance standards while partnering closely with marketing and business stakeholders. The ideal candidate brings strong experience interpreting regulatory expectations, identifying risk, and helping teams maintain compliant processes in a fast-paced environment. Responsibilities:• Review marketing content and related financial product materials to ensure compliance with applicable federal regulations and internal policy standards.• Partner with marketing and cross-functional teams to provide guidance before launch, helping reduce regulatory risk across campaigns and customer-facing communications.• Evaluate business activities for potential compliance concerns involving banking regulations, anti-money laundering controls, and Bank Secrecy Act obligations.• Conduct compliance assessments and document findings, recommendations, and required follow-up actions for stakeholders and leadership.• Analyze regulatory requirements tied to financial products and translate them into practical review criteria for day-to-day business use.• Use Excel formulas and reporting tools to organize review results, track issues, and support compliance monitoring activities.• Collaborate with underwriting, risk, and operational teams when questions arise related to loan products or regulated marketing practices.• Escalate high-risk items promptly and contribute to remediation efforts to strengthen controls and improve review quality.Marketing Compliance Reviewer – FinTech (UDAAP & TILA Focus) We are seeking a detail-oriented Marketing Compliance Reviewer to support regulatory oversight of all customer-facing marketing and advertising materials across our financial products. This role will focus on ensuring compliance with UDAAP, TILA, and other applicable federal regulations, partnering closely with Marketing, Product, and Design teams to mitigate regulatory risk while enabling effective customer communication. The ideal candidate brings deep expertise in consumer protection laws and experience reviewing digital marketing content within a fast-paced fintech or lending environment. Key Responsibilities Review and approve all marketing materials (digital, web, email, social, and campaigns) for compliance with UDAAP, TILA, and related regulationsPartner closely with Marketing, Product, and Design teams to ensure compliant messaging across all financial product offeringsEvaluate disclosures, claims, rates/terms presentation, and promotional language to identify and mitigate regulatory riskProvide clear, actionable feedback on marketing copy, layouts, and user flows to align with compliance standardsReview designs and marketing assets in Figma and manage feedback and approvals through JiraIdentify compliance gaps in marketing practices and recommend remediation or process improvementsSupport development of marketing compliance guidelines, review frameworks, and approval processesAssist with audit readiness, regulatory exams, and internal monitoring related to marketing activitiesStay current on regulatory changes and proactively advise Marketing on impacts to campaigns and messaging
2026-06-09T00:00:00Z

Mail Svcs Associate

San Francisco, CA
onsite
Temporary / Contract
20.9 - 23 USD / Hourly
We are looking for a dependable Mail Services Associate to support daily mailroom activities at a client site in San Francisco, California. This Contract position is ideal for someone who enjoys hands-on operational work, stays organized in a fast-paced environment, and takes pride in providing reliable internal service. The individual in this role will help keep incoming and outgoing mail processes running smoothly while maintaining accuracy, timeliness, and professionalism. Responsibilities: • Manage day-to-day mailroom operations for a building or campus, ensuring consistent and efficient service delivery. • Receive, sort, and distribute incoming mail, packages, and interoffice correspondence to the appropriate recipients. • Prepare outgoing shipments by organizing materials, applying proper postage or courier documentation, and coordinating pickups. • Maintain an orderly mailroom environment and monitor supplies, equipment, and workflow needs to support uninterrupted operations. • Track package activity and delivery status, resolving routine issues and escalating exceptions when needed. • Provide courteous assistance to employees, visitors, and delivery personnel regarding mail and package inquiries.
2026-05-19T00:00:00Z

Mail Svcs Associate

San Francisco, CA
onsite
Temporary / Contract
20 - 22 USD / Hourly
We are looking for a dependable Mail Services Associate to support day-to-day mailroom activities for a client site in San Francisco, CA. This Contract position is ideal for someone who works well in a structured environment, takes pride in accurate handling of incoming and outgoing mail, and can keep essential distribution processes running smoothly. The role involves providing organized mailroom support for a building or campus setting while maintaining efficiency, professionalism, and attention to detail. Responsibilities:• Manage daily mailroom operations, including receiving, sorting, and distributing mail and packages across the assigned location.• Prepare outgoing shipments by applying correct postage, packaging materials, and carrier documentation.• Track accountable items such as certified, express, or registered mail to ensure secure handling and timely delivery.• Maintain an orderly mailroom by monitoring supplies, organizing inventory, and keeping work areas clean and functional.• Coordinate with delivery carriers, internal departments, and site personnel to support smooth mail flow throughout the facility.• Operate standard mailroom equipment such as postage meters, scanners, and sorting tools in accordance with site procedures.• Assist with package logging, pickup requests, and delivery confirmation to support accurate records and service reliability.
2026-06-12T00:00:00Z

Customer Service Analyst

Petaluma, CA
onsite
Temporary / Contract
26.9135 - 31.163 USD / Hourly
We are seeking a detail-oriented contract Customer Service Analyst to support a key project initiative. This role focuses on stakeholder communications, case management, data tracking, and administrative coordination to ensure timely resolution of requests and efficient project execution. Key Responsibilities Manage and follow up on orders, requests, and status updates, ensuring timely and accurate communication Track and maintain cases and service requests, including supporting documentation and resolution details Maintain project trackers and provide regular updates on case progress and overall project milestones Perform data entry, analysis, reconciliation, and reporting to support operational and project priorities Collaborate cross-functionally with internal teams to resolve issues and improve response timelines Support escalation processes to ensure complex inquiries are addressed efficiently Ensure accuracy, consistency, and completeness of records in accordance with company standards
2026-06-12T00:00:00Z

Customer Service Specialist

Hayward, CA
onsite
Temporary / Contract
26 - 36 USD / Hourly
We are looking for a Customer Service Specialist to support front desk and accounts payable activities in Hayward, California. This Long-term Contract opportunity is ideal for someone who enjoys providing responsive service, organizing administrative workflows, and ensuring financial documents are handled accurately. The person in this role will help maintain smooth daily operations by managing incoming communications, coordinating invoice processing steps, and assisting internal teams with timely follow-up. Responsibilities: • Support invoice handling by date-marking incoming documents, organizing them for daily processing, and routing items to the correct next step. • Enter approval-required invoices into the appropriate system so they are properly logged and tracked. • Scan financial documents and place them into designated electronic folders for review and authorization. • Assist with vendor statement matching and reconciliation tasks in partnership with the Accounts Payable team. • Respond to questions and service requests promptly, ensuring issues are followed through to completion with a strong customer-focused approach. • Manage incoming calls and direct inquiries to the appropriate contacts while gathering accurate information as needed. • Sort incoming mail, maintain filing systems, and retrieve records or supporting documents upon request. • Monitor and restock departmental office supplies to help maintain uninterrupted daily operations. • Carry out duties in alignment with hospital service expectations and established quality standards.
2026-06-12T00:00:00Z

Customer Service Specialist

Hayward, CA
onsite
Temporary / Contract
26 - 36 USD / Hourly
We are looking for a Customer Service Specialist to support front desk and administrative operations in Hayward, California. This Long-term Contract opportunity is ideal for someone who enjoys delivering responsive service, managing office workflows, and assisting with accounts payable support tasks in a fast-paced hospital environment. The person in this role will help keep documentation organized, respond to inquiries efficiently, and contribute to smooth daily departmental operations during an evening shift. Responsibilities: • Provide courteous front desk and administrative support by responding to questions, addressing service requests, and ensuring timely follow-up on customer needs. • Assist the accounts payable team by reconciling vendor statements and helping maintain accurate financial records. • Receive incoming invoices, apply date-of-receipt tracking, and organize documents for daily processing. • Enter approval-required invoices into the appropriate system to support proper documentation and routing. • Scan invoice records and upload them to the correct electronic folders each day for review and approval. • Sort incoming mail, maintain organized files, and retrieve supporting documents when requested. • Monitor and replenish departmental office supplies to help maintain uninterrupted daily operations. • Uphold service quality expectations and follow established hospital standards in all assigned duties.
2026-06-12T00:00:00Z

Customer Service Specialist

Hayward, CA
onsite
Temporary / Contract
26 - 36 USD / Hourly
We are looking for a Customer Service Specialist to support front desk and administrative operations in Hayward, California. This Long-term Contract position is ideal for someone who enjoys delivering responsive service, coordinating document workflows, and assisting with accounts payable support in a fast-paced hospital environment. The person in this role will help keep daily office processes organized while ensuring questions, requests, and financial documents are handled accurately and on time. Responsibilities: • Support accounts payable activities by reviewing vendor statements and helping resolve reconciliation discrepancies. • Receive incoming invoices, apply accurate receipt tracking, and organize documents for timely processing each day. • Enter invoices that need authorization into the appropriate system so they can be logged and routed correctly. • Scan approval-related invoice documents and place them in the correct electronic folders on a daily basis. • Respond promptly to inquiries, follow through on open requests, and maintain a high standard of customer service and quality. • Manage departmental supply inventory and coordinate replenishment to keep daily operations running smoothly. • Sort incoming mail, maintain organized files, and retrieve records or supporting documents when needed. • Handle inbound calls, direct inquiries to the appropriate contacts, and communicate professionally with staff and customers. • Carry out daily responsibilities in alignment with established hospital service expectations and workplace standards.
2026-06-12T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills. Responsibilities:<ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul>
2026-06-05T00:00:00Z

Customer Service Representative

Menlo Park, CA
onsite
Temporary / Contract
22 - 27 USD / Hourly
Key Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat in a timely manner</li><li>Resolve issues, complaints, and requests with professionalism and accuracy</li><li>Maintain detailed records of interactions and follow-up actions</li><li>Collaborate with internal teams to address customer needs</li><li>Identify opportunities to improve customer experience and processes</li></ul>
2026-06-05T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
19 - 19 USD / Hourly
We are looking for a Customer Service Representative for a Contract position based in San Francisco, California. In this role, you will engage directly with business owners through a high volume of conversations, uncover meaningful trends, and turn those insights into clear documentation that supports service quality and AI-driven process improvement. This opportunity is ideal for someone who communicates with confidence, stays composed in fast-moving environments, and enjoys blending customer interaction with analytical thinking. Responsibilities: • Handle a steady stream of inbound and outbound conversations with business owners, gathering accurate information while maintaining a detail-focused and calm customer experience. • Ask thoughtful questions that uncover customer needs, surface relevant business details, and support strong performance against service and outreach goals. • Recognize recurring themes, unusual situations, and service gaps across calls, then organize findings into structured notes that can inform operational decisions. • Classify call outcomes, edge cases, and customer scenarios in a consistent way so teams can use the information for training data and process refinement. • Review AI-assisted or automated call interactions, identify where responses fall short of real-world expectations, and document corrective feedback for improvement. • Partner with sales, operations, and engineering teams to share frontline insights that influence workflow enhancements and future automation priorities. • Create clear reference materials, call guidance, and knowledge resources based on firsthand customer interactions to improve consistency across the team. • Support a fast-paced service and sales environment by balancing customer de-escalation, accurate data capture, and KPI-focused call handling. • Perform order entry and related follow-up tasks as needed to ensure customer information is complete and properly recorded.
2026-06-12T00:00:00Z