83 results for Client Service Associate in San Jose Ca
Client Service Associate<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</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Los Gatos, CA (on-site to start, then hybrid option)</p><p><strong>Comp</strong>: $60-90k base salary + bonus (DOE)</p><p> </p><p>We are partnering with a Wealth Management and Financial Planning firm located in Los Gatos. This firm is thriving with 500mAUM and this is just the beginning! If you are personable and looking to jump start your career helping high net-worth individuals, enjoy work-life balance, and aren't afraid to ask questions and learn, apply today!</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Assist Senior Client Service Associates with managing clients and answering inquiries in a timely manner.</li><li>Assist with banking procedures such as, account openings, wire transfers, and account maintenance. </li><li>Ensure client's documentation are kept up to date.</li><li>Communicate and build rapport with clients and offer client solutions when appropriate.</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>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, 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>Client Service Associate - Wealth Mangement Firm<p><strong>Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Jose, 100% onsite</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p> </p><p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team!</p><p> </p><p>This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth.</p><p> </p><p>If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! <strong>Apply now</strong> to take the next step in your career.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul><p><br></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 Service Representative<p> </p><p>Job Title: Customer Service Representative</p><p>Job Summary: We are seeking a dedicated and empathetic Customer Service Representative to join our team. The ideal candidate will be responsible for providing exceptional customer service experiences to our clients. As the primary point of contact for our customers, you will address inquiries, resolve issues, and ensure customer satisfaction. This role requires excellent communication skills, problem-solving abilities, and a passion for helping others.</p><p> </p><p>Responsibilities:</p><ul><li>Respond to customer inquiries via phone, email, and live chat in a timely and professional manner.</li><li>Provide accurate information about our products, services, and policies.</li><li>Assist customers with placing orders, tracking shipments, and processing returns or exchanges.</li><li>Troubleshoot and resolve customer issues and complaints effectively, escalating to management when necessary.</li><li>Maintain a positive and empathetic attitude towards customers at all times.</li><li>Build rapport with customers to foster long-term relationships and loyalty to the brand.</li><li>Collaborate with other departments, such as sales and logistics, to ensure seamless customer experiences.</li><li>Keep detailed records of customer interactions and transactions using our CRM software.</li><li>Stay informed about company updates, promotions, and industry trends to better assist customers.</li><li>Continuously seek opportunities for process improvement and efficiency in customer service operations.</li></ul><p><br></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 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>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 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>Associate Financial Planner<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Client 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>Senior Tax Associate<p>We are in search of a Senior Tax Associate to join our team in San Francisco, California. The Senior Tax Associate will play a critical role in ensuring compliance with corporate tax laws, conducting audits, and preparing ad hoc reports. This role will also require proficiency in using various software tools such as CCH ProSystem Fx, Microsoft Excel, QuickBooks, and SAP S/4HANA. </p><p><strong>For immediate consideration, please contact Tejay Segundino directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Prepare and review complex income tax returns, including consolidated and multi-state filings</li><li>Handle communications with taxing authorities in tax controversy matters</li><li>Build and maintain relationships with client personnel responsible for tax issues</li><li>Manage competing priorities and communicate effectively to ensure timely client service</li></ul><p>Engagement Management:</p><ul><li>Manage expectations and keep engagements progressing through effective communication</li><li>Provide technical assistance and motivation to engagement staff</li><li>Promote teamwork and innovation to enhance client service</li><li>Mentor and review the work of staff tax associates</li></ul><p><br></p>Associate Director of Operations, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Associate Director of Operations</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (hybrid) </p><p> </p><p><strong>Salary:</strong></p><p>130k-150k base + bonus </p><p> </p><p><strong>About the Company:</strong></p><p>A dynamic and fast-paced SEC-registered Registered Investment Advisor (RIA) with approximately $1+ billion in assets under management. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage, train, and support a team of four Client Service professionals, working collaboratively with the Investment Operations team to meet clients' needs.</li><li>Coordinate with multiple custodians and external data providers, ensuring smooth workflows.</li><li>Allocate team resources effectively while reviewing Advisor requests across multiple locations.</li><li>Oversee daily, monthly, quarterly, and annual processes, including transactions, ensuring accuracy, timeliness, and compliance with regulatory requirements.</li><li>Assist the Director of Operations in refining and implementing processes related to client onboarding, client maintenance, CRM/workflows, and transaction reconciliation for new and existing investments.</li><li>Collaborate with the Reporting team to provide accurate client data and transaction details within established deadlines.</li></ul><p> </p><p><br></p>Associate Attorney<p>A law firm based in San Francisco is seeking a diligent litigation associate to join their general liability practice group. The preferred candidate should have prior experience in representing both design and miscellaneous professionals. Strong writing, oral advocacy skills, and comprehensive experience in discovery and law and motion practice are inherent requirements for this role. The candidate must be proactive, well-organized, able to manage multiple client relationships, and able to integrate seamlessly into the firm's workflow.</p><p>As a litigation associate, you'll be expected to:</p><ul><li>Work with clients to determine legal solutions and devise the best course of action</li><li>Attend various legal proceedings, conduct legal research, and collaborate with senior attorneys to provide informed legal advice</li><li>Draft and prepare correspondence and legal documents like contracts, pleadings, briefs, affidavits, motions, and settlement agreements for contract negotiations and proceedings</li><li>Ensure efficient case management through communication with partners, associates, paralegals, and clients</li><li>Maintain organized files to ensure up-to-date case information is readily accessible to colleagues</li></ul><p>The ideal candidate should have:</p><ul><li>Proficient communication and problem-solving abilities to work effectively with all levels of staff and clients</li><li>The ability to collaborate with partners and other attorneys for optimal client service and potential client base expansion</li><li>An active ABA (American Bar Association) membership and be in good standing</li><li>Cleared the bar exam</li><li>A Juris Doctor (JD degree) from an accredited law school</li></ul><p><br></p>Bank Teller<p>Position Overview: We are seeking a dedicated and customer-focused individual to join our team as a Bank Teller / Member Services Representative. This role is pivotal in delivering exceptional service to our clients while performing a variety of financial transactions accurately and efficiently.</p><p>Key Responsibilities:</p><ul><li>Provide exceptional customer service to clients by promptly and courteously addressing their inquiries, concerns, and transactional needs.</li><li>Process a variety of financial transactions, including deposits, withdrawals, transfers, and loan payments, accurately and efficiently.</li><li>Educate clients on various banking products and services, assisting them in selecting the appropriate solutions to meet their financial goals.</li><li>Handle cash transactions with precision, ensuring compliance with banking regulations and security procedures.</li><li>Balance cash drawers and reconcile transactions at the end of each shift to maintain accuracy and accountability.</li><li>Promote and cross-sell bank products and services to meet established goals and enhance the overall customer relationship.</li><li>Assist clients with account inquiries, account maintenance, and online banking services.</li><li>Adhere to all regulatory requirements, policies, and procedures to ensure compliance and mitigate risk.</li></ul><p><br></p>Client Analyst<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: Client Analyst/Associate </strong></p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Francisco - Hybrid</p><p><strong>Comp</strong>: $90-125k</p><p><br></p><p>We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li><li>Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.</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>Senior Advisor Associate - Financial Planning, CFP<p><strong><u>**Please apply here and message Jeffrey Abrams on LinkedIn for prompt consideration**</u></strong></p><p><br></p><p>Our client is a family friendly independent registered investment advisory firm based in Marin County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states with a focus on comprehensive financial strategies tailored to individual needs. The collective team includes over 300 employees operating from multiple offices.</p><p><br></p><p>As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client meeting assistance and data management.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist in client meeting preparation, note-taking, and follow-up actions.</li><li>Gather and input data into clients' financial plans.</li><li>Prepare recommendations, analyses, and reports for clients.</li><li>Conduct research on financial topics.</li><li>Collaborate with the Advisory Team to develop strategies and improve processes.</li><li>Contribute to presentation development and content creation.</li><li>Engage in continuing education and mentorship.</li></ul><p><br></p>Associate Attorney<p>Robert Half is working with an outstanding firm looking for a a highly motivated and experienced Associate Attorney to join their construction law practice. This is an excellent opportunity for a talented attorney to work on complex construction projects and government contracts, representing a diverse range of clients.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Draft, negotiate, and administer construction contracts for owners, contractors, designers, and professionals.</li><li>Represent clients in litigation or arbitration matters related to construction projects.</li><li>Manage procurement-related issues, including contract administration, risk management, dispute avoidance, and claim documentation.</li><li>Handle matters involving equitable adjustments, impact and delay claims, change order and extra work disputes, requests for equitable adjustments, construction and design defects, and bid protests.</li><li>Conduct legal research and prepare comprehensive legal analyses to support client strategies.</li><li>Maintain excellent working relationships with clients and colleagues.</li></ul><p><br></p><p><br></p>Trading Operations Associate - Wealth Management Firm<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Our client is a <strong>$1 billion AUM wealth management firm</strong> in the East Bay, dedicated to providing <strong>comprehensive financial planning and investment management services</strong> to high-net-worth clients. They foster <strong>career growth, value teamwork, and offer highly competitive benefits</strong> to their employees.</p><p><br></p><p>Responsibilities:</p><ul><li>Build and maintain spreadsheets tracking client portfolios</li><li>Generate portfolio analysis and performance reports</li><li>Rebalance client portfolios to align with target allocations</li><li>Execute trades with accuracy and efficiency</li><li>Prepare and conduct block trades</li><li>Perform account and position audits</li><li>Process money movement transactions for clients</li><li>Prepare and review client portfolio reports</li></ul><p>Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Associate<p>Are you passionate about helping families plan for the future? We're seeking a bright and motivated Junior Estate Planning Associate to join an established firm. You'll work alongside experienced attorneys, gaining valuable hands-on experience while contributing to the success of our practice. </p><p><br></p><p>Responsibilities:</p><ul><li>Assist attorneys with drafting and reviewing estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.</li><li>Conduct client interviews and gather information to prepare legal documents.</li><li>Research legal issues and precedents to support casework.</li><li>Manage client files and communicate effectively with clients and team members.</li><li>Stay up-to-date on changes in California probate and estate law.</li><li>Contribute to the ongoing development and operation of the practice.</li></ul><p><br></p><p><br></p>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>Front Desk CoordinatorWe are offering a short term contract employment opportunity for a Front Desk Coordinator in San Francisco, California. This role involves providing concierge services, performing receptionist duties, and delivering excellent customer service.<br><br>Responsibilities:<br>• Attend to incoming calls and note down messages<br>• Keep a vigilant eye on the entrances, ensuring security<br>• Welcome guests upon arrival and bid them farewell upon departure<br>• Carry out any additional tasks as required in the realm of concierge services<br>• Ensure a smooth and efficient operation of the front desk