Results for Patient Financial Services Representative Jobs in Stockton, CA

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Patient Access Rep

Livermore, CA
onsite
Temporary / Contract
25 - 31 USD / Hourly
We are looking for a Patient Access Rep to support patient registration and front-end access services for a contract position in California. This role is ideal for someone beginning a career in healthcare administration or bringing strong customer service experience from another industry. The position focuses on welcoming patients, completing registration and admission activities, verifying coverage and payment resources, and ensuring required documentation is gathered accurately for billing and compliance purposes. Success in this role requires strong attention to detail and the ability to manage a rotating permanent schedule while maintaining service and productivity expectations. Responsibilities: • Register patients accurately and complete admission-related tasks while confirming demographic, insurance, and financial information. • Collect point-of-service payments with care, maintain accurate records, and follow established cash-handling and documentation practices. • Answer routine questions from patients and families, resolve straightforward service concerns, and provide a courteous and attentive front-desk experience. • Review forms and supporting documents to ensure records are complete and meet billing and regulatory requirements. • Develop working knowledge of health coverage programs and payer processes, including government, managed care, and other medical benefit plans. • Recognize complex registration or financial situations and refer them to senior team members when additional support is needed. • Meet departmental productivity goals and performance measures by organizing daily work effectively and following assigned priorities. • Support a range of patient access activities across registration operations based on department needs and staffing coverage.
2026-10-16T00:00:00Z

Customer Service Representative

Tracy, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
We are looking for a Customer Service Representative to support customer accounts and help coordinate order activity for a Long-term Contract position in Tracy, California. In this role, you will serve as a key point of contact for clients, manage order-related communication, and work closely with sales, production, and shipping teams to keep commitments on track. This position is well suited for someone who is comfortable in a manufacturing setting and can balance accuracy, responsiveness, and strong customer care. Responsibilities: • Receive and enter customer orders submitted by clients or internal account representatives, ensuring complete and accurate information. • Communicate with customers about pricing requests, order updates, revisions, confirmations, and service concerns in a careful and timely manner. • Create and process purchase orders for materials and supplies needed to support production schedules. • Maintain customer account records, update key data in internal systems, and assist with credit-related transactions when needed. • Partner with manufacturing and shipping teams to help coordinate production timing and support on-time delivery performance. • Monitor multiple small- to mid-sized customer accounts with varying levels of complexity while maintaining service quality. • Respond to questions and resolve issues by coordinating with internal departments to keep customers informed and supported.
2026-10-18T00:00:00Z

Customer Service Representative

Dublin, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
We are looking for a Customer Service Representative to support member interactions for a Contract position in Dublin, California. This role is ideal for someone who enjoys delivering attentive service, resolving questions efficiently, and creating a positive experience across phone and in-person interactions. The position requires strong communication, sound judgment, and the ability to document details accurately while managing a steady volume of inquiries. Experience in a call center as well as experience working within the dental industry or insurance industry is strongly preferred. Customer Service Representative Responsibilities:• Deliver responsive support to members by phone and in person, ensuring each interaction is handled professionally and courteously.• Assess customer concerns, gather the right details, and provide clear, accurate answers or practical next steps.• Assist walk-in members with health and welfare-related questions, offering service that is helpful, respectful, and efficient.• Record conversations, inquiries, and outcomes thoroughly to maintain accurate service documentation.• Manage inbound call activity effectively to help maintain a high answer-rate standard for the team.• Recognize situations that require additional attention and route complex or sensitive matters to a supervisor promptly.• Complete administrative and service-related support tasks assigned by leadership to help daily operations run smoothly. If you are interested in this Customer Service Representative role, please apply today!
2026-10-19T00:00:00Z

Patient Registration Supervisor

Sacramento, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
We are looking for a Patient Registration Supervisor to support a healthcare team in Sacramento, California through a Contract assignment. This on-site role will lead evening and overnight registration operations, guide front-line staff, and help maintain smooth patient access workflows in a hospital setting. The ideal candidate brings supervisory experience, sound judgment, and the ability to build strong working relationships across teams while keeping daily operations organized and responsive. Responsibilities: • Oversee evening and night-shift patient registration staff, providing direction, coverage support, and day-to-day leadership for approximately 20 team members. • Serve as the on-call supervisor as needed, responding to operational issues and helping maintain continuity of service outside standard hours. • Review and act on daily operational reports to monitor workflow, staffing needs, and service performance. • Conduct regular rounding with team members to address questions, reinforce expectations, and support a consistent patient registration process. • Lead daily team huddles to communicate priorities, share updates, and align staff on shift goals. • Handle employee relations matters such as coaching, attendance concerns, performance follow-up, and coordination of disciplinary actions in partnership with leadership. • Collaborate with ancillary and cross-functional hospital departments to resolve issues, improve communication, and support efficient patient flow. • Assist with staff oversight activities related to scheduling, training support, and general operational coordination within the department.
2026-10-15T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-10-05T00:00:00Z

Financial Planner

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Client Service Associate RIA Firm

Walnut Creek, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-10-04T00:00:00Z

7 results for Patient Financial Services Representative in Stockton, CA