16 results for Patient Account Representative in San Mateo, CA

Client Accounts Specialist

San Francisco, CA
onsite
Permanent
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

Client Services Representative

San Francisco, CA
onsite
Permanent
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.
2026-03-13T00:00:00Z

Customer Service Representative

San Jose, CA
onsite
Contract / Temporary to Hire
26.125 - 30.25 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in San Jose, California. In this Contract to permanent position, you will play a vital role in assisting prospective students by providing accurate information about our programs and guiding them through the admissions process. This opportunity is perfect for someone who thrives in a fast-paced environment and enjoys building strong relationships with customers. Responsibilities: • Handle inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards. • Respond promptly to web inquiries and incoming calls, ensuring all potential students receive accurate and timely information. • Proactively identify and engage new leads when not addressing outstanding inquiries or working with current prospects. • Follow up with individuals who did not schedule or attend interviews, as well as those who did not complete the enrollment process. • Conduct interviews with students, adhering to company policies and utilizing approved materials during the process. • Assist students in matching their needs and goals with suitable programs, offering guidance on the college’s benefits and advantages. • Collaborate with admissions management to ensure they are informed about the motivations and concerns of potential students. • Act as a liaison between students and the campus, helping them complete enrollment forms and ensuring compliance with documentation requirements. • Mentor and advise students, helping them identify their unique skills and interests to support their academic and career goals. • Address routine inquiries and resolve minor issues, ensuring satisfaction for students while complying with company policies and legal requirements.
2026-03-04T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary
24.7 - 28.6 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>
2026-03-21T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
19 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team in Oakland, California. This long-term contract position involves providing exceptional support to restaurant and grocery partners, ensuring smooth onboarding, and fostering product adoption through consultative conversations. The role requires someone who excels in video-based customer interactions and thrives in a fast-paced, client-facing environment. Responsibilities: • Conduct a high volume of video calls daily, managing up to 16–20 calls lasting 20–30 minutes each, with some extended calls as needed. • Handle a mix of inbound and outbound calls, including assisting grocery partners and following up with clients. • Guide new customers through onboarding processes, including account setup, navigation of the ordering platform, and resolving order-related inquiries. • Provide clear explanations of program details, invoices, and other materials to ensure clients have a thorough understanding. • Engage in consultative conversations to identify client needs and recommend suitable package options. • Deliver excellent customer service by addressing questions, offering solutions, and enhancing customer satisfaction. • Adhere to established workflows for callback schedules and maintain detailed records in internal systems. • Ensure all follow-up tasks are completed in a timely and organized manner. • Collaborate with clients to increase adoption of platform features and maximize their experience.
2026-03-03T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary
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>
2026-03-26T00:00:00Z

Customer Service Representative

Fremont, CA
onsite
Contract / Temporary to Hire
26.125 - 30.25 USD / Hourly
We are looking for a motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will play a key part in guiding prospective students through the admissions process by providing accurate information about programs, entrance requirements, and academic standards. This is a contract-to-permanent position located in Fremont, California, offering the opportunity to make a meaningful impact on students' educational journeys. Responsibilities: • Respond promptly to inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards. • Conduct follow-up with potential students who have expressed interest but have not scheduled or attended interviews. • Initiate outreach to generate new leads and build relationships with prospective students. • Schedule and lead interviews with students, ensuring adherence to company policies and procedures. • Match program offerings to students’ goals, qualifications, and aspirations, while explaining the benefits and advantages of the institution. • Act as a liaison between students and campus departments, assisting with enrollment forms and ensuring smooth transitions. • Collaborate with admissions management to address student concerns and motivations effectively. • Provide basic guidance and advice to students regarding program eligibility and admissions processes. • Mentor students to help them identify their interests and strengths, supporting their educational decision-making. • Address routine questions and concerns from students, ensuring resolution in compliance with policies and procedures.
2026-03-03T00:00:00Z

Accounts Receivable Specialist

Palo Alto, CA
onsite
Temporary
32 - 40 USD / Hourly
Overview:The Accounts Receivable (AR) Specialist is responsible for managing and optimizing the company’s receivables process using Oracle NetSuite. This role focuses on ensuring timely and accurate invoicing, payment collection, account reconciliation, and supporting overall cash flow and financial reporting. The AR Specialist collaborates across departments to resolve discrepancies and deliver exceptional service to clients and internal stakeholders.Key Responsibilities:<ul><li>Generate, issue, and track customer invoices within NetSuite, ensuring accurate coding and compliance with company procedures.</li><li>Monitor receivable balances, follow up on outstanding payments, and maintain regular communication with clients regarding account status.</li><li>Process incoming payments (ACH, wire, check, credit card) and record transactions accurately in NetSuite.</li><li>Reconcile accounts receivable ledger and resolve discrepancies, ensuring accounts are current and properly documented.</li><li>Prepare aging reports and assist with cash forecasting by analyzing receivables trends and outstanding balances.</li><li>Maintain and update customer records in NetSuite, ensuring data accuracy.</li><li>Support month-end close processes related to AR, including reconciliations and reporting.</li><li>Collaborate with sales, operations, and finance teams to resolve invoicing or payment issues.</li><li>Assist with audit requests and provide necessary documentation related to AR activities.</li></ul>
2026-03-23T00:00:00Z

Accounts Receivable Specialist

San Jose, CA
onsite
Temporary
28 - 35 USD / Hourly
Position SummaryThe Accounts Receivable Specialist is responsible for managing billing, collections, and cash application functions. This role requires hands-on experience with Sage 100 and a strong understanding of AR processes to ensure accurate and timely revenue collection.Key Responsibilities<ul><li>Process customer invoicing and maintain accurate AR records in Sage 100</li><li>Apply customer payments (checks, ACH, wire, credit cards)</li><li>Monitor aging reports and follow up on past‑due accounts</li><li>Perform collections via phone and email with a professional, customer‑focused approach</li><li>Research and resolve billing discrepancies, short pays, and unapplied cash</li><li>Reconcile AR subledger to the general ledger</li><li>Prepare AR reports and assist with month‑end close</li><li>Maintain customer accounts, credit limits, and payment terms</li><li>Collaborate with sales, project teams, and management as needed</li></ul>
2026-03-25T00:00:00Z

Accounts Receivable Specialist

San Francisco, CA
remote
Temporary
34 - 39 USD / Hourly
We are looking for a detail-oriented Accounts Receivable Specialist to join our team on a contract basis in San Francisco, California. In this role, you will play a crucial part in managing billing operations, ensuring accurate cash applications, and maintaining strong relationships with customers. This position is ideal for someone with expertise in handling high-value invoices and a keen eye for detail in financial processes. Responsibilities: • Review accounts receivable aging weekly to ensure timely cash applications and effective collections. • Process manual invoices, including approximately 10–15 for the U.S. and similar volumes for Spain. • Collaborate with the General Ledger team to align cash receipts and applications, ensuring accurate financial records. • Utilize Excel to create schedules, analyze data, and prepare reports using advanced features such as PivotTables. • Manage large customer invoices, up to $2.5 million, while coordinating discounts and resolving billing discrepancies. • Reconcile revenue accounts, book journal entries, and provide support during audits. • Apply hands-on experience with NetSuite for daily tasks and financial operations. • Maintain open communication and strong relationships with customers to address billing concerns effectively. • Support data cleansing and analysis to improve the accuracy of financial reports.
2026-03-25T00:00:00Z

Accounts Receivable Coordinator

Walnut Creek, CA
onsite
Contract / Temporary to Hire
25 - 35 USD / Hourly
We are looking for an Accounts Receivable Coordinator to join our client in Walnut Creek, California. In this Contract to permanent position, you will play a key role in managing unapplied cash balances, reconciling payments, and ensuring accurate processing of check and electronic payments. This hybrid role requires working three days in the office and two days remotely during standard business hours from Monday to Friday. Responsibilities: • Prepare and submit check request forms for approval and processing.• Prioritize high-dollar unapplied cash balances using weekly reports.• Assist in identifying and posting electronic and credit card payments.• Maintain detailed records of payment allocations and ensure consistent follow-up to resolve outstanding balances.
2026-03-26T00:00:00Z

Accounts Receivable Coordinator

Walnut Creek, CA
onsite
Contract / Temporary to Hire
25 - 35 USD / Hourly
We are looking for an Accounts Receivable Coordinator to join our clients team in Walnut Creek, California. This Contract to permanent position offers an exciting opportunity to contribute to a fast-paced environment while honing your skills in cash application and reconciliation. The role involves extensive communication and research to resolve unapplied cash balances and ensure accurate payment allocations. Responsibilities: • Investigate unapplied cash balances caused by duplicate or overpayments, ensuring accurate allocation of funds.• Communicate with collectors, attorneys, insurance companies, and clients to reconcile payment details and resolve discrepancies.• Prepare and submit check request forms for approval and processing.• Prioritize high-value unapplied cash balances using weekly reports for efficient resolution.• Verify and process requests for write-offs and deductions, ensuring compliance with company policies.• Troubleshoot and resolve issues related to payment remittance advice and client communication.• Post check payments and assist in identifying electronic or credit card transactions as needed.• Collaborate with internal teams to maintain accurate records and streamline cash application processes.• Utilize Excel and legal ERP systems to track and reconcile payments effectively.
2026-03-26T00:00:00Z

Account Service Associate

Sunnyvale, CA
onsite
Temporary
27.3315 - 31.647 USD / Hourly
We are looking for a dedicated Account Service Associate to join our team in Sunnyvale, California. In this long-term contract position, you will play a pivotal role in maintaining accurate financial records, ensuring compliance, and delivering excellent service to members and staff. This opportunity is ideal for someone with strong analytical skills and a passion for supporting operational efficiency within the accounting domain. Responsibilities: • Conduct daily operational and account audits to ensure accuracy and compliance. • Respond to member inquiries regarding account eligibility, documentation, and general information. • File Adult Protective Services reports in adherence to regulatory requirements. • Support the escheatment process by updating property records and utilizing escheatment software. • Assist with decedent case management, including account ownership updates and closures. • Process contributions, withdrawals, and withholding election changes accurately. • Prepare weekly rate and fee schedules for review and distribution. • Collaborate on special projects to enhance processes and workflows. • Update and maintain job aids and procedural documents in collaboration with management and staff.
2026-03-28T00:00:00Z

Customer Care Specialist

Palo Alto, CA
onsite
Temporary
25 - 29 USD / Hourly
We are looking for a dedicated Part-Time Customer Care Specialist to join our team in Palo Alto, California. In this long-term contract position, you will play a key role in delivering exceptional service to patients, families, and staff members at our clients Care Gift Shops. Your contributions will enhance the overall customer experience by assisting with sales, inventory management, and merchandising while maintaining high attention to detail. Responsibilities:• Provide outstanding customer service by assisting clients in finding and purchasing retail items, offering product recommendations, and emphasizing quality and utility.• Process sales transactions efficiently, including handling cash, issuing change, and managing credit card payments using Point of Sale systems.• Ensure incoming shipments are accurately received, inspected, tagged, and displayed appropriately within retail locations.• Maintain inventory by fulfilling stock requests, organizing merchandise, and monitoring inventory levels in assigned zones.• Collaborate with leadership to implement merchandising strategies, offering creative ideas to enhance the shop’s aesthetic and customer appeal.• Conduct regular inventory cycle counts, compare results with system data, and work with the coordinator to address discrepancies.• Participate in physical inventory checks, assist with stock receiving, and maintain accurate inventory records.• Uphold the shop’s appearance by cleaning shelves, organizing fixtures, and replenishing merchandise as needed.• Adapt to a fast-paced environment, taking initiative and working effectively both independently and as part of a team.• Provide exceptional support to a diverse range of individuals, including patients, families, and executive leaders, while managing varying personalities and situations.
2026-03-25T00:00:00Z

Accounts Receivable

San Francisco, CA
onsite
Permanent
75000 - 80000 USD / Yearly
Natalie Lue with Robert Half is recruiting for an Accounts Receivable guru!Accounts Receivable will manage billing, collections, and cash application. This role handles account monitoring, reconciliations, customer follow‑up, and issue resolution with external and internal teams. Ideal for someone detail‑oriented, organized, and proactive in improving processes. Hybrid 3-4 days onsite in San Francisco.
2026-03-17T00:00:00Z

Patient Admin Specialist (PAS)

Emeryville, CA
onsite
Temporary
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.
2026-03-26T00:00:00Z