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16 results for Patient Service Representative in San Jose, CA

Customer Service Representative

Richmond, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
We are looking for a Customer Service Representative to support customer-facing operations and assist with quote-related activities in Richmond, California. This Long-term Contract position is ideal for someone who enjoys balancing multiple priorities, delivering responsive service, and working across teams to keep orders and customer requests moving efficiently. The role will contribute to both customer service and quoting workflows, requiring strong communication, attention to detail, and comfort using business systems in a fast-paced environment. Responsibilities: • Provide day-to-day support for customer inquiries while also assisting the quotes team with pricing and proposal-related tasks. • Respond to inbound customer requests professionally and help address service concerns through timely follow-up and clear communication. • Work with internal departments across the organization to investigate order status questions and help resolve customer issues efficiently. • Support quote preparation and related administrative activities, using accurate calculations and careful review of details. • Manage changing priorities throughout the day and adjust focus based on urgent customer, order, or quoting needs. • Enter and update customer and order information in relevant systems to maintain accurate records and smooth workflow continuity. • Use phone, email, and internal platforms to coordinate responses and provide reliable service to customers and internal partners.
2026-04-24T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-04-24T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
Provide customer support across phone, email, and chat channels while ensuring a positive customer experience. Responsibilities:<ul><li>Respond to customer inquiries and resolve issues</li><li>Track service requests and maintain records</li><li>Escalate complex matters as needed</li><li>Support customer satisfaction initiatives</li><li>Collaborate with internal teams on issue resolution</li></ul>
2026-04-24T00:00:00Z

Customer Service Representative

Mountain View, CA
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team on a l9 month contract basis in Mountain View, California. In this role, you will support nonprofit organizations by managing their registration processes and addressing inquiries related to payments. This position offers the opportunity to work in a collaborative environment focused on philanthropy and community engagement. Responsibilities:• Assist nonprofit organizations with completing their PaymentWorks registration to ensure smooth transactions.• Respond promptly to customer inquiries regarding registration processes and payment-related questions.• Enter and maintain accurate documentation and data records.• Utilize Excel and Outlook to manage and track communications and workflows effectively.• Collaborate with the Grants Processing Team to ensure alignment and efficiency in service delivery.• Provide detailed follow-ups with nonprofits to resolve any registration or payment issues.• Maintain a detail-oriented and courteous demeanor in all communications, both written and verbal.• Participate in team meetings twice per month to discuss progress and address challenges.• Leverage Salesforce if applicable to streamline customer service processes.
2026-04-22T00:00:00Z

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>
2026-04-24T00:00:00Z

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.
2026-04-17T00:00:00Z

Medical Customer Service Rep

San Francisco, CA
onsite
Temporary / Contract
18.05 - 18.5 USD / Hourly
We are looking for a Medical Customer Service Rep to support care coordination activities for a healthcare team serving patients, pharmacies, and nursing partners. This Long-term Contract position is based in San Francisco, California, and is ideal for someone who thrives in a high-volume environment, communicates with empathy, and can manage administrative work with accuracy and speed. The person in this role will help keep daily operations running smoothly by coordinating visits, handling service requests, and maintaining organized documentation across multiple systems. Responsibilities: • Coordinate patient and nursing visit appointments using internal healthcare technology and supporting third-party applications. • Respond to a steady flow of inbound inquiries from pharmacies, patients, and clinicians while delivering attentive and compassionate service. • Manage a high daily volume of Zendesk requests, ensuring updates are accurate, timely, and properly documented. • Confirm scheduled visits and adjust appointments as needed to support efficient care delivery. • Gather, review, and upload required records and supporting documents to maintain complete case files. • Balance competing priorities in a fast-moving setting while meeting service expectations and deadlines. • Work closely with internal teams and external partners to communicate updates, resolve issues, and improve coordination. • Build productive relationships with specialty pharmacies and nursing networks to support a reliable patient experience. • Identify opportunities to streamline workflows and share practical recommendations that enhance team operations.
2026-04-24T00:00:00Z

Customer Service Specialist

Oakland, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
Customer Service SpecialistServe as a primary contact for clients, assisting with orders, inquiries, and issue resolution to ensure an excellent customer experience.Job Responsibilities:<ul><li>Handle inbound and outbound customer calls.</li><li>Resolve customer complaints and track cases.</li><li>Document customer interactions in CRM software.</li><li>Collaborate with team members to achieve service goals.</li></ul>
2026-04-10T00:00:00Z

Patient Admin Specialist (PAS)

Palo Alto, CA
onsite
Temporary / Contract
23 - 32 USD / Hourly
We are looking for a Patient Administrative Specialist to join our team on a contract basis in Palo Alto, California. In this role, you will be responsible for ensuring smooth front-office operations, including patient coordination, surgery scheduling, and administrative support in an outpatient clinical setting. This position requires excellent organizational and communication skills to provide a seamless experience for patients and healthcare providers. Responsibilities: • Welcome patients upon arrival, assist with check-in and check-out processes, and address initial inquiries regarding appointments, payments, and schedules. • Coordinate surgery scheduling and manage provider preferences to accommodate urgent patient needs. • Maintain and update clinic databases, directories, and internal forms to ensure accurate documentation. • Respond to non-clinical patient and CRM messages, escalating cases as necessary to the appropriate team. • Provide administrative support to healthcare providers using reference tools and documentation. • Manage and distribute incoming faxes, mail, and other clinic-specific documents. • Ensure service standards are met or exceeded in alignment with organizational goals. • Handle multi-line phone systems to route incoming calls and respond to inquiries efficiently. • Support daily clinic operations by maintaining accurate records and facilitating communication between teams. • Execute customer service tasks with professionalism, prioritizing patient satisfaction and problem resolution.
2026-04-22T00:00:00Z

Patient Admin Specialist (PAS)

Emeryville, CA
onsite
Temporary / Contract
25 - 32 USD / Hourly
We are looking for a Patient Administrative Specialist to join our team in Emeryville, California. In this contract position, you will play a vital role in supporting the daily operations of a clinic, focusing on patient coordination, surgery scheduling, and front desk tasks. This role is an excellent opportunity for individuals with strong organizational skills and a passion for delivering exceptional patient service. Responsibilities: • Welcome patients at the front desk, ensuring a positive first impression and assisting with inquiries about appointments, payments, and schedules. • Coordinate surgery scheduling and collaborate with healthcare providers to accommodate urgent patient needs. • Provide administrative support to doctors and patients by utilizing reference tools and documents. • Maintain clinic databases, including information directories, paging systems, and internal forms. • Process and distribute faxes, mail, and clinic-specific documentation efficiently. • Respond to non-clinical patient messages and CRM inquiries, escalating issues as needed. • Uphold organizational service standards by delivering excellent customer service. • Assist in the check-in/check-out process to streamline patient flow. • Ensure accurate filing and documentation to support clinic operations.
2026-04-22T00:00:00Z

Patient Admin Specialist (PAS)

Palo Alto, CA
onsite
Temporary / Contract
25 - 29 USD / Hourly
We are looking for a dedicated Patient Administrative Specialist to join our team in Palo Alto, California. In this role, you will focus on new patient coordination, surgery scheduling, and various administrative tasks to support the daily operations of an outpatient clinical setting. This is a long-term contract position offering an opportunity to contribute to a dynamic healthcare environment. Responsibilities: • Oversee front desk operations, including patient check-in and check-out processes. • Welcome patients and address initial inquiries regarding appointments, payments, and schedules. • Coordinate scheduling preferences with healthcare providers and respond to urgent patient needs. • Provide administrative support to doctors and patients using reference tools and documentation. • Maintain clinic databases and process internal forms to ensure accurate information management. • Meet or exceed service standards set by the organization and department. • Handle non-clinical patient messages and CRM inquiries, escalating issues when necessary. • Manage incoming faxes, mail, and clinic-specific documentation, ensuring proper filing and distribution. • Assist with surgery scheduling and other time-sensitive patient coordination tasks.
2026-04-22T00:00:00Z

Patient Admin Specialist (PAS)

Palo Alto, CA
onsite
Temporary / Contract
25 - 35 USD / Hourly
We are looking for a Patient Admin Specialist (PAS) to support front-office operations in an outpatient clinic in California. This Contract position is ideal for someone who thrives in a patient-facing setting and can manage scheduling, registration, and administrative coordination with accuracy. The role follows a 40-hour day shift schedule and plays an important part in creating a smooth experience for patients, providers, and clinic staff. Responsibilities: • Welcome patients upon arrival, guide them through check-in and check-out activities, and address routine questions related to appointments, billing, and clinic processes. • Coordinate new patient intake and assist with arranging surgical and follow-up visits while aligning schedules with provider availability and clinic priorities. • Monitor non-clinical patient communications through phone and CRM channels, responding appropriately and forwarding urgent or unresolved matters to the right team members. • Support physicians and care teams by using approved reference materials and administrative tools to facilitate clear patient-provider coordination. • Maintain accurate clinic records by updating databases, organizing documentation, and processing internal forms in a timely manner. • Handle incoming and outgoing administrative materials, including faxes, mail, and filed records, to keep daily office workflows organized. • Communicate with providers regarding appointment preferences and time-sensitive patient needs to help the clinic respond efficiently. • Contribute to a high standard of service by managing multiple front-desk tasks effectively and ensuring an attentive patient experience throughout the day.
2026-04-24T00:00:00Z

Patient Admin Specialist (PAS)

Castro Valley, CA
onsite
Temporary / Contract
25 - 29 USD / Hourly
We are looking for a Patient Admin Specialist (PAS) to support front-desk operations and patient registration activities in an outpatient clinic in Castro Valley, California. This Long-term Contract opportunity is ideal for someone who enjoys creating a welcoming patient experience while keeping scheduling, documentation, and daily administrative processes organized. In this role, you will help coordinate appointments and surgery-related scheduling, respond to non-clinical patient inquiries, and support smooth communication across the clinic team. Responsibilities: • Welcome patients at the front desk, guide them through check-in and check-out, and address routine questions related to appointments, payments, and visit logistics. • Coordinate new patient intake and assist with scheduling needs, including surgery appointments and other follow-up visits based on provider availability and clinic priorities. • Work closely with providers and staff to align scheduling plans, communicate time-sensitive needs, and help address urgent administrative requests promptly. • Support patient and physician interactions by using approved reference materials, office tools, and clinic procedures to provide accurate non-clinical assistance. • Maintain clinic records and administrative databases, update directories and patient-related information, and complete internal documentation with attention to detail. • Respond to non-clinical messages received through CRM platforms and patient communication channels, escalating issues to the appropriate team when needed. • Manage incoming and outgoing office communications by sorting faxes, distributing mail, and organizing clinic documents through proper filing practices. • Contribute to efficient daily operations by handling a variety of front-office tasks while meeting established service expectations and departmental standards.
2026-04-24T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a detail-oriented Facilities Call Center Specialist to join our team in Menlo Park, California. In this long-term contract position, you will play a vital role in ensuring smooth operations by managing communications, dispatching personnel, and maintaining accurate records. If you have strong organizational skills and thrive in high-pressure situations, we encourage you to apply. Responsibilities: • Monitor radio communications to address potential safety concerns and dispatch additional personnel as required. • Utilize the Enterprise Asset Management System to manage work orders and dispatch appropriate teams based on the nature of requests. • Communicate with emergency callers to gather critical information and ensure accurate documentation in the system. • Maintain detailed logs and records to ensure all work processes are executed thoroughly and efficiently. • Determine appropriate departments, such as facilities or security, to respond to different situations. • Prepare daily and weekly reports using software tools like Microsoft Word and Excel. • Brief incoming personnel on relevant updates or incidents to ensure a seamless transition between shifts. • Oversee workflow processes to ensure emergency and non-emergency operations are carried out professionally and promptly. • Collaborate with supervisors, shift commanders, and other responders to coordinate effective solutions.
2026-04-22T00:00:00Z

Client Service Associate | 2 days onsitey

San Carlos, CA
onsite
Permanent / Full Time
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-04-18T00:00:00Z

Client Accounts Specialist

San Francisco, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.Bank Deposits: Organizes and deposits checks into correct accounts.Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.Reporting: Provides accrual, budget, and rate data to attorneys/clients as requested.Expense Processing: Records third-party expenses and disbursements in expense systems.Account Management: Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.Collections Support: Assists with collection efforts when needed.
2026-03-27T00:00:00Z