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2 results for Front Desk Coordinator in Stockton, CA
- Sacramento, CA
- onsite
- Temporary / Contract
- 26 - 28 USD / Hourly
- We are looking for a Medical Front Desk Specialist to support daily patient-facing operations in Sacramento, California. This Long-term Contract position is ideal for someone who enjoys creating a welcoming experience, managing front office workflows, and keeping appointment activity organized in a clinical setting. The person in this role will help patients move smoothly through the visit process while maintaining accurate records and clear communication with care teams and partner departments.<br><br>Responsibilities:<br>• Welcome patients upon arrival, guide them through the sign-in process, and provide attentive front desk support throughout their visit.<br>• Enter information for new patients and maintain accurate demographic records for returning patients in the practice system.<br>• Manage the appointment calendar by arranging, adjusting, and canceling visits while keeping scheduling details current.<br>• Work closely with hospital clinics and internal departments to align appointments and support coordinated patient care.<br>• Reach out to patients in advance of upcoming visits to verify attendance and help reduce scheduling gaps.<br>• Prepare and print prescription-related documents each day in accordance with office procedures.<br>• Complete checkout activities after appointments, ensuring follow-up needs and next steps are properly addressed.
- 2026-06-17T00:00:00Z
- Concord, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p><br></p><p>Robert Half is partnering with a well-established and growing Registered Investment Advisory (RIA) firm in Walnut Creek that is expanding its team due to continued growth and success. Conveniently located just steps from BART, this is an excellent opportunity for a <strong>Client Service Associate</strong> who enjoys building client relationships, supporting advisors, and being part of a collaborative, client-focused culture.</p><p><br></p><p><strong>Key responsibilities include:</strong></p><p>• Partner closely with Wealth Advisors to provide exceptional service to high-net-worth clients and their families</p><p>• Lead client onboarding, account opening, and account maintenance activities across a variety of account types, including retirement and trust accounts</p><p>• Manage ACAT transfers, money movement requests, Required Minimum Distributions (RMDs), and Qualified Charitable Distributions (QCDs)</p><p>• Prepare and process custodian paperwork, client documentation, and account-related transactions with a high degree of accuracy</p><p>• Coordinate client communications and serve as a primary point of contact for service-related requests</p><p>• Assist with portfolio review preparation, performance reporting, and quarter-end client deliverables</p><p>• Maintain accurate client records within Salesforce and support ongoing data integrity initiatives</p><p>• Collaborate with advisors, custodians, and internal teams to ensure a seamless client experience</p><p><br></p>
- 2026-06-18T00:00:00Z