We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
<p>Our company is looking for an enthusiastic and customer-focused Vietnamese-speaking Customer Service Representative to deliver exceptional service and support to our diverse client base.</p><p>This position is responsible for addressing customer inquiries, resolving issues efficiently, and working closely with Vietnamese-speaking clients. You will play an integral role in creating positive experiences, identifying opportunities for improvement in customer service delivery, and cultivating lasting relationships.</p><p>You should be adaptable, tech-savvy, and passionate about helping others, with fluency in Vietnamese and English.</p>
<p>The Bilingual Spanish Customer Service Representative plays a vital role in delivering exceptional client experiences in both English and Spanish. In this position, you will handle a variety of customer interactions, including questions about products, order processing, returns, and troubleshooting. Your ability to communicate clearly in both languages will help you resolve issues efficiently while building rapport with clients from diverse backgrounds. You’ll be expected to document all interactions in the company’s systems, collaborate with teams to solve complex problems, and contribute ideas for process improvements. Adaptability, empathy, and a customer-first mindset are essential for success in this role.</p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> 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.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a full-time, experienced <strong>Client Service Specialist</strong> to join their growing team. This role is based in <strong>San Francisco</strong> (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed.</p><p> </p><p><strong>Compensation:</strong> $80,000–$90,000 (DOE) + Bonus + <strong>6% 401(k) match</strong></p><p><strong>Schedule:</strong> Hybrid (3 days in-office), WFH 2 days once trained</p><p> </p><p>This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients.</p><p> </p><p>This position is primarily <strong>back-office/administrative</strong> with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.).</li><li>Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney).</li><li>Communicate with clients by phone or email to answer operational questions and resolve administrative issues.</li><li>Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing.</li><li>Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions.</li><li>Maintain accurate records by updating the portfolio accounting system and CRM.</li><li>Contribute to quarterly reporting—production, review, and delivery of client reports.</li><li>Ensure client service procedures are followed and continuously enhanced for efficiency and quality.</li></ul><p><br></p>
<p>We are looking for a dedicated Patient Service Representative/MA to join our team in Berkeley, California. This contract position offers an opportunity to provide exceptional clinical and administrative support in a Pediatric and Maternal-Fetal Medicine clinic. The role involves facilitating smooth patient experiences and workflows while ensuring high standards of care and professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate patient rooming and flow, including preparation before visits, assistance during consultations, and follow-up tasks after appointments.</p><p>• Escort patients to examination rooms promptly within five minutes of scheduled appointment or registration time, adhering to established rooming protocols.</p><p>• Assist clinicians during patient visits as needed, contributing to a collaborative and efficient team environment.</p><p>• Utilize lean techniques to optimize patient workflows and enhance clinic operations.</p><p>• Handle patient check-in and check-out processes, ensuring accurate data entry and payment processing in real time.</p><p>• Update patient demographics and manage authorizations required prior to appointments.</p><p>• Resolve billing issues, troubleshoot claims, and address discrepancies to ensure smooth administrative processes.</p><p>• Respond to patient inquiries regarding registration, scheduling, billing concerns, and other general questions.</p><p>• Provide support for My Kids Chart, assisting patients with access and functionality.</p><p>• Maintain professionalism and uphold the clinic’s vision and values, especially in challenging situations.</p><p><br></p><p>If you are interested in this role apply today and call us at (510) 470-7450</p>
<p>Robert Half's retail client is looking for a contract-to-permanent onsite customer service / sales representative. This position does require weekend availability to be considered.</p><p><br></p><p>In this customer service / sales position, you will be responsible for the following:</p><p><br></p><p>Establish strong rapport and provide ongoing support to each member of the showroom</p><p>sales team.</p><p>Follow and maintain documentation of all sales leads as outlined in company</p><p>procedures. Salespersons are expected to designate working hours to lead generating</p><p>activities.</p><p>Document all pre- and post- completion follow-up with each client in Evosus software to</p><p>receive a full commission. Salespersons are expected to designate working hours to</p><p>follow-up activities.</p><p>Provide superior, attentive customer service to every individual client in person, vi</p><p>phone or email. Salespersons are expected to designate showroom time to</p><p>“live” selling and closing presentations.</p><p>Attend periodic sales meetings and trainings as assigned. Salespersons are expected</p><p>to allocate working hours to sales reporting, self-study and training.</p><p>Maintain showroom appearance and operations.</p><p>Opening/Closing Checklist if there is no designated Showroom Assistant.</p><p>Provide daily administrative support to counter staff and attend to the P.O.S. retail desk</p><p>as needed.</p><p>Maintain strong workflow communications with delivery and service staff.</p><p><br></p><p>If you are interested in this customer service role, submit your resume today!</p>
<p>As a Customer Service Specialist, you will serve as a key liaison between our company and its clients, ensuring that every interaction reflects our commitment to excellence. In this role, you will be responsible for addressing inquiries, resolving complex issues, and providing timely, accurate information about our products and services. You’ll play a critical part in client retention by fostering positive, professional relationships, managing customer expectations, and offering solutions that best meet their needs. This position requires excellent communication skills, a proactive attitude, and the ability to adapt to a dynamic environment. You will collaborate closely with internal teams to deliver seamless service and continuously seek ways to enhance the customer experience.</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits. The practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> that supports an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p><br></p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul><p> </p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help improve processes to enhance the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).</li><li>Communicate with clients and custodians to resolve operational issues.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after 6 months.</li><li>Three weeks paid vacation + separate sick days.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | RIA | San Francisco | Hybrid | $80-100k Base + Bonus</strong></p><p> </p><p>The firm is a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approximately $2 billion in assets, has earned a reputation for delivering sophisticated, tailored wealth management solutions to families and institutions.</p><p> </p><p>This role provides an invaluable exposure to all facets of wealth management while allowing you to collaborate across departments and support a diverse portfolio of clients. The firm offers a competitive compensation package, including comprehensive health benefits, 401(k) matching after six months, three weeks of paid vacation, and separate sick days. This is an ideal opportunity for detail-oriented, proactive professionals who thrive in a client-focused environment.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Provide day-to-day client service and support</li><li>Assist with meeting preparation and coordinate follow-ups</li><li>Serve as a primary point of contact for client requests and inquiries</li><li>Initiate and monitor service requests with custodians on behalf of clients</li><li>Manage account openings, stock option exercises, cost basis research, and related tasks</li><li>Maintain and update CRM records, contributing to quarter-end reporting</li><li>Ensure precise execution of client service protocols</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Client Service Specialist</strong></p><p>A growing wealth management firm is seeking an experienced <strong>Client Service Specialist</strong> to join our team. This role is primarily back-office and administrative, with some client interaction via email and phone. You’ll support approximately 200 client relationships and collaborate across departments to ensure exceptional service.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage client requests such as account openings, transfers, ACH processing, and document execution.</li><li>Communicate with clients and custodians to resolve operational inquiries.</li><li>Prepare reports and assist with meeting materials using CRM and portfolio management systems.</li><li>Contribute to quarterly reporting and help improve client service processes.</li><li>Maintain accurate client data and ensure compliance with firm procedures.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive salary and benefits (medical, dental, vision).</li><li>401(k) with matching after 6 months.</li><li>Generous PTO: 3 weeks vacation plus separate sick days.</li><li>Collaborative team environment with opportunities to improve processes and client experience.</li></ul><p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Client Service Associate</strong> to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new/existing accounts.</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions.</li><li>Act as liaison between advisors, clients, and middle-office functions.</li><li>Schedule client meetings and manage calendars.</li><li>Support trading and portfolio rebalancing if licensed.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match.</li><li>Medical and dental coverage.</li><li>Flexible overtime pay option.</li><li>15 vacation days + 5 sick days + NYSE holidays.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half </strong>is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Client Associate – Multi-Family Office</strong></p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a highly respected multi-family office dedicated to serving ultra-high-net-worth clients with a full spectrum of wealth management services. From investment management and retirement planning to bespoke family office solutions, this firm combines deep expertise with a collaborative, innovative culture. If you thrive in a client-focused environment and enjoy solving complex challenges, this is an exceptional opportunity to make an impact.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As a <strong>Senior Client Associate</strong>, you’ll be a trusted point of contact for sophisticated client relationships, ensuring seamless execution of requests and delivering exceptional service. You’ll partner with senior leadership on bespoke strategies, mentor associate team members, and contribute to firm-wide initiatives—all while fostering strong, long-term client relationships.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary contact for designated client relationships</li><li>Execute client requests with precision and efficiency</li><li>Collaborate with senior management on strategic initiatives and tailored client solutions</li><li>Guide and mentor junior team members on shared client relationships</li><li>Assist clients and their advisors with complex wealth transfer, tax, and philanthropic strategies</li><li>Maintain and enhance relationships with clients’ professional teams (executive assistants, CFOs, chiefs of staff)</li><li>Partner with internal investment teams on portfolio creation and cash deployments</li><li>Support special projects across the firm as needed</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive compensation and bonus structure</li><li>Comprehensive benefits including medical, dental, vision, and 401(k) match</li><li>Flexible vacation policy and sabbatical program</li><li>Hybrid work environment supporting work-life balance</li><li>Collaborative, innovative culture focused on professional excellence and continuous learning</li></ul>
<p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Up to $120k base</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Are you looking to start your healthcare career in a supportive, entry-level environment? This <strong>Patient Access Representative</strong> role offers the perfect opportunity. As a <strong>Patient Access Representative</strong>, you will play a crucial role in managing admissions, verifying insurance, and delivering excellent service. This position is ideal for recent graduates of trade schools or individuals with customer service experience looking to transition into healthcare. With a focus on patient registration and administrative support, the <strong>Patient Access Representative</strong> ensures a positive experience for patients from the moment they walk in.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet patients and initiate the registration process in a professional and friendly manner.</li><li>Collect and accurately record payments at the point of service.</li><li>Verify insurance coverage and identify financial resources for patients.</li><li>Obtain and process necessary documentation for billing and compliance.</li><li>Handle routine patient concerns and service recovery, escalating complex issues appropriately.</li><li>Maintain communication with staff, physicians, patients, and guests via phone, email, or in person.</li><li>Meet individual productivity goals and performance metrics as assigned by department leadership.</li><li>Support all operational areas within Patient Access Services.</li></ul>
<p>A national immigration law firm has an immediate opening for a Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Francisco, CA. The ideal candidate will be a recent college graduate with demonstrated office experience or have 1–2+ years of experience working in the legal field.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform high-volume data entry accurately and efficiently</li><li>Organize and maintain legal documents detailing eligibility for visa classification</li><li>Handle clerical tasks such as copying, printing, and scanning documents</li><li>Create electronic and physical client files for efficient case management</li><li>Track and monitor the status of immigration cases, ensuring timely updates</li><li>Circulate incoming mail according to specified procedures</li><li>Learn to analyze case documents and prepare immigration applications for filing</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits</li><li>Interface with corporate representatives and foreign nationals</li><li>Participate in legal practice meetings and alerts on current events, advanced topics, and client relationship-building skills</li><li>Support additional projects as assigned</li></ul><p><br></p>
<p>We are looking for an experienced Customer Navigator to join our team in Palo Alto, California. In this role, you will act as a vital liaison for patients, ensuring their journey through the healthcare system is smooth and supportive. This is a long-term contract position offering the opportunity to make a meaningful impact on patient care and experience.</p><p><br></p><p><strong>The schedule for this role is Monday through Friday 3:30 pm - 12:00 am.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison, assisting patients with navigating healthcare services before, during, and after their medical visits.</p><p>• Coordinate transportation for guests by providing information about campus shuttle services and other available options.</p><p>• Facilitate the scheduling of physician appointments and ensure seamless care during both inpatient and outpatient stays.</p><p>• Address patient and guest concerns, relaying feedback to the appropriate department and maintaining accurate records.</p><p>• Deliver exceptional service aligned with patient-centered care standards to enhance the overall experience.</p><p>• Support compliance with all safety, quality, and ethical requirements, including adherence to National Patient Safety Goals.</p><p>• Communicate effectively with patients, staff, and departments to ensure clear and respectful interactions.</p><p>• Assist in ongoing education and training efforts to promote best practices in service delivery.</p><p>• Maintain confidentiality and uphold patient rights throughout all interactions.</p><p>• Promote teamwork and collaboration across departments to optimize patient outcomes.</p>
<p>We are seeking a motivated and dynamic Outside Sales Representative to support our client in Oakland. This contract role focuses on promoting and selling premium desserts at farmers markets across the Bay Area on weekends. This is a great opportunity for someone who enjoys engaging with customers, representing a quality product, and driving sales in a fast-paced, community-focused environment.</p><p><br></p><p>Responsibilities:</p><p>• Represent the company at designated farmers markets, showcasing and selling desserts to customers.</p><p>• Build strong relationships with market visitors to increase brand loyalty and generate repeat sales.</p><p>• Set up and maintain an attractive, organized booth to ensure a positive customer experience.</p><p>• Monitor inventory levels and restock products as needed to meet customer demand.</p><p>• Maximize weekend sales by engaging with customers and promoting product benefits.</p><p>• Provide excellent customer service to address inquiries and ensure satisfaction.</p><p>• Track and report sales performance to support business growth initiatives.</p><p>• Collaborate with team members to improve sales strategies and streamline market operations.</p>
<p>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. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
