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3 results for Patient Financial Services Representative in Stockton, CA

Sacramento, CA
onsite
Temporary
26 - 28 USD / Hourly
We are looking for a dedicated Member Services Representative to join our team in Sacramento, California. In this long-term contract role, you will be responsible for delivering exceptional service to members, ensuring their inquiries and concerns are handled efficiently and professionally. If you thrive in a fast-paced environment and enjoy connecting with people, this position offers an excellent opportunity to showcase your customer service skills. Responsibilities: • Respond to inbound calls from members and provide clear and accurate information regarding their inquiries. • Address member concerns with professionalism and empathy, ensuring a positive experience. • Manage patient intake processes efficiently while maintaining attention to detail. • Utilize computer systems, including Salesforce, to document interactions and track member information. • Handle both inbound and outbound calls to resolve issues and assist members effectively. • Demonstrate proficiency in navigating a fast-paced call center environment. • Collaborate with team members to meet service-level agreements and organizational goals. • Provide support to veterans and ensure their specific needs are met with care. • Maintain compliance with all company policies and procedures during member interactions. • Continuously improve processes to enhance the overall member experience.
2026-04-15T00:00:00Z

Sacramento, CA
onsite
Temporary
22 - 24 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in Sacramento, California. This is a long-term contract position requiring in-office work five days a week. The ideal candidate will bring strong communication skills and a proactive approach to resolving customer inquiries and concerns. Responsibilities: • Respond to customer inquiries by actively listening and asking clarifying questions to ensure a thorough understanding of their needs. • Direct or escalate calls to the appropriate team members while collaborating with other departments to resolve customer issues. • Continuously expand knowledge of company services and processes to enhance customer support capabilities. • Report potential workflow disruptions or service issues to Customer Care leadership promptly to ensure timely resolutions. • Adhere to company policies, training guidelines, and legal requirements while delivering exceptional customer service.
2026-04-06T00:00:00Z

Alamo, CA
onsite
Permanent
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week 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.
2026-04-16T00:00:00Z