We are looking for a motivated and detail-oriented Customer Service Representative to join our team on a contract basis. This short-term position involves supporting a high-volume outreach project aimed at gathering essential identification data from a global customer base. This is a remote role requiring exceptional communication skills and the ability to meet performance targets in a fast-paced environment.<br><br>Responsibilities:<br>• Conduct outbound calls to customers, following established scripts and communication guidelines.<br>• Request and gather identification numbers from customers with accuracy and professionalism.<br>• Record collected data into designated tracking systems or forms.<br>• Maintain detailed and organized logs of daily call activities.<br>• Achieve daily outreach volume goals while ensuring quality interactions.<br>• Adapt to the needs of a global customer base, maintaining professionalism and cultural sensitivity.<br>• Collaborate with team members to meet project deadlines and objectives.<br>• Ensure compliance with company protocols and standards during customer interactions.<br>• Utilize provided tools and resources effectively to streamline outreach activities.
<p><strong>Customer Service Specialist</strong></p><p><strong>Description:</strong></p><p>Deliver excellent customer experiences by resolving inquiries, providing information, and promoting a positive company image.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Resolve product or service issues promptly and professionally</li><li>Document customer interactions and transactions</li><li>Provide information about products and services</li><li>Collaborate with internal teams for issue resolution</li></ul>
<p><strong>Customer Service Support</strong></p><p>The friendly problem‑solver who ensures every customer feels heard, supported, and taken care of. This role handles inquiries, resolves issues quickly, and keeps communication clear across phone, email, and chat.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Communication & Service Excellence</strong> — Delivers prompt, professional support with a helpful, solutions‑focused approach.</li><li><strong>Problem‑Solving & Issue Resolution</strong> — Identifies needs quickly, troubleshoots effectively, and escalates when needed.</li><li><strong>Organization & Multitasking</strong> — Manages multiple customer requests while maintaining accurate notes and updates.</li></ul><p><br></p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital point of contact for patients, assisting them with navigating healthcare services and ensuring a seamless experience. This long-term contract position requires a strong commitment to delivering exceptional service and maintaining high standards of attention to detail.</p><p><br></p><p><strong>This is a part-time position, Monday, Tuesday and Fridays 3:30p – 12a</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison to support patients before, during, and after their interactions with medical facilities.</p><p>• Assist patients and guests with transportation information, including details about campus shuttles.</p><p>• Coordinate and schedule physician appointments and care for both inpatient and outpatient services.</p><p>• Facilitate communication between patients, guests, and departments to address concerns and ensure proper follow-up.</p><p>• Provide guidance to patients navigating the healthcare system, ensuring clarity and ease during their experience.</p><p>• Uphold safety and quality standards while maintaining sensitivity to cultural diversity and patient rights.</p><p>• Support compliance with National Patient Safety Goals and participate in ongoing education and training.</p><p>• Execute patient care practices aligned with organizational standards and frameworks.</p><p>• Maintain accurate records and summaries of patient interactions to ensure seamless communication.</p><p>• Promote teamwork and respect within all interactions to enhance the patient and guest experience.</p>
<p><strong>Customer Service Support </strong></p><p>The friendly problem‑solver who ensures every customer feels heard, supported, and taken care of. This role handles inquiries, resolves issues quickly, and keeps communication clear across phone, email, and chat.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Communication & Service Excellence</strong> — Delivers prompt, professional support with a helpful, solutions‑focused approach.</li><li><strong>Problem‑Solving & Issue Resolution</strong> — Identifies needs quickly, troubleshoots effectively, and escalates when needed.</li><li><strong>Organization & Multitasking</strong> — Manages multiple customer requests while maintaining accurate notes and updates.</li></ul><p><br></p>
<p>We are looking for an Accounting Assistant to join our clients team in Pleasanton, California. This contract-to-permanent position offers an excellent opportunity to contribute to our accounting operations while working in a collaborative and organized environment. The ideal candidate will bring attention to detail and a proactive approach to managing various accounting tasks.</p><p><br></p><p>Responsibilities:</p><p>• Process and review invoices to ensure accuracy, applying the correct rates and obtaining necessary approvals from Project Managers.</p><p>• Enter credit card transactions into QuickBooks and manage receipt collection.</p><p>• Record expense report payments accurately within QuickBooks.</p><p>• Provide front desk coverage during designated times, including breaks, lunches, and absences.</p><p>• Assist with light collections for invoices and review aging reports as needed.</p><p>• Generate and verify invoices based on employee timesheets, ensuring timely distribution for approval.</p><p>• Support monthly invoicing processes, sharing workload with team members to handle over 400 invoices.</p><p>• Perform additional administrative and accounting support tasks as required.</p>
We are looking for a dedicated Receptionist to join our team in Sunnyvale, California. This Contract to permanent position offers an excellent opportunity for an individual who thrives in a detail-oriented and customer-focused environment. The ideal candidate will be responsible for creating a welcoming atmosphere for guests, managing front office operations, and supporting administrative tasks.<br><br>Responsibilities:<br>• Greet visitors with courtesy and ensure they feel welcomed and valued.<br>• Maintain the appearance of the reception area, keeping it clean, organized, and presentable.<br>• Manage incoming calls using a multi-line phone system, ensuring messages are accurately recorded and directed.<br>• Coordinate mail and package handling, including processing, documentation, and distribution.<br>• Assist with scheduling appointments and general administrative tasks to support office operations.<br>• Work closely with HR to ensure smooth communication and adherence to company policies.<br>• Provide exceptional customer service to both internal and external stakeholders.<br>• Handle inquiries and provide accurate information in a courteous manner.<br>• Ensure all tasks are completed efficiently while maintaining a high level of attention to detail.
<p>We are looking for a dedicated Real Estate Associate to join our team in San Francisco, CA. This contract position offers the opportunity to contribute to the management of property operations, tenant coordination, and building-related tasks. The ideal candidate will bring expertise in customer service and administrative support while ensuring seamless day-to-day operations.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate tenant move-ins and move-outs, ensuring all processes are completed smoothly and efficiently.</p><p>• Collaborate with the security, janitorial, and engineering teams to address building-related tasks and maintain property standards.</p><p>• Monitor and manage work orders, including re-dispatching them as needed to ensure timely completion.</p><p>• Provide administrative support by utilizing Microsoft Office tools such as Excel, Word, and Outlook.</p><p>• Communicate effectively with tenants and vendors to resolve inquiries and maintain positive relationships.</p><p>• Assist with basic accounting tasks, including data entry and maintaining financial records.</p><p>• Leverage commercial property management experience to oversee operational activities.</p><p>• Ensure compliance with organizational processes and protocols while delivering excellent customer service.</p><p>• Utilize work order systems to organize and track maintenance and repair activities.</p><p>• Support marketing and operational initiatives to enhance property management efficiency.</p>
<p>Our client is seeking to hire two (2) Receptionists for their Redwood City, CA operations. These roles have possibilities to become contract to hire and requires onsite work daily. You will have perks such as access to a gym and fitness classes. Apply today to join this winning team!</p><p><br></p><p><strong>Position Overview:</strong></p><p><br></p><p>As a Receptionist, you will play a key role in ensuring the smooth operation of daily office activities, offering both administrative and front desk support.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><ul><li>Serve as the welcoming point of contact for clients, visitors, and employees, consistently creating a positive experience.</li><li>Answer and route incoming telephone calls promptly and in accordance with company procedures, directing inquiries to the proper departments.</li><li>Distribute mail and process both incoming and outgoing packages, coordinating courier pickups and deliveries, and promptly resolving any related issues.</li><li>Issue and track security badges to visitors and staff as required.</li><li>Maintain clear and accurate flow of communications and correspondence within the office.</li><li>Monitor office supply levels and process requisition orders as needed.</li><li>Support the Facility Manager and Facility Coordinator with clerical and administrative duties related to building operations.</li><li>Respond to routine client and general questions, escalating complex matters to the appropriate contacts.</li><li>Participate in training and facility programs to continually develop your professional skills.</li><li>Maintain a tidy, organized, and secure work environment.</li><li>Uphold all company and client policies, practices, and procedures.</li></ul><p><br></p>
We are looking for a dedicated Property Administrator to join our team in Carmel, California. This contract-to-permanent position involves working with high-end luxury properties, providing exceptional service to clients, and managing various administrative and operational tasks. The role offers opportunities for career growth and the chance to work in a collaborative and dynamic environment.<br><br>Responsibilities:<br>• Coordinate and oversee daily property management tasks, including scheduling events, floral arrangements, and dry cleaning services.<br>• Manage construction projects and liaise with contractors to ensure smooth operations.<br>• Provide exceptional customer service to high-profile clients, maintaining attention to detail and discretion.<br>• Utilize tools like Asana, Microsoft Outlook, and Nines for efficient project tracking and communication.<br>• Conduct fieldwork in Carmel and Pebble Beach, with mileage reimbursement provided.<br>• Collaborate with team members to develop and enhance concierge services.<br>• Maintain appropriate business attire while working in high-end environments.<br>• Support potential future roles in home services coordination.<br>• Assist with budgeting processes and billing functions related to property management.<br>• Build strong relationships with clients and stakeholders through proactive communication.
We are looking for a skilled Teller to join our team in Monterey, California. In this Contract to permanent position, you will play a key role in providing exceptional customer service, processing transactions accurately, and ensuring compliance with banking policies. If you have experience in cash handling and retail banking, this opportunity offers a chance to grow your expertise in a supportive and detail-oriented environment.<br><br>Responsibilities:<br>• Process customer deposits and withdrawals, ensuring all required documents are complete and accurate.<br>• Handle cash advances, savings withdrawals, and checks, verifying authorization and resolving any discrepancies.<br>• Utilize computer systems to manage account activities, determine balances, and troubleshoot issues within your authority.<br>• Assist with night depository operations, including logging, processing deposits, and handling change orders.<br>• Manage automated teller machine cash transactions, counting and balancing cash as needed.<br>• Review accounts for memos or holds before completing transactions and apply holds for uncollected funds when necessary.<br>• Accept and accurately record loan and installment payments, forwarding them to the appropriate department for processing.<br>• Balance daily cash drawer and verify funds transferred to the vault, ordering cash supplies as needed.<br>• Provide excellent customer service, addressing inquiries and resolving concerns within your scope of authority.<br>• Support branch operations by traveling to other locations as needed to cover for absent tellers.
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p>We are looking for a dedicated HR Coordinator to provide exceptional support to employees in a Remote role. In this role, you will address inquiries related to human resources benefits, employment processes, and organizational policies while ensuring a seamless experience for all employees. This is a long-term contract position where professionalism, confidentiality, and exceptional customer service are key.</p><p><br></p><p>Responsibilities:</p><p>• Respond to employee inquiries regarding HR benefits, policies, and employment-related matters with accuracy and professionalism.</p><p>• Log cases promptly and correctly into the case management system to track and resolve issues efficiently.</p><p>• Guide employees through various life-cycle processes, offering clarity and support at every stage.</p><p>• Assess and escalate complex issues to Tier 2 specialists for further resolution.</p><p>• Collaborate with team members to brainstorm and implement solutions to improve employee satisfaction.</p><p>• Utilize knowledge databases, policies, and procedures to provide accurate information to employees.</p><p>• Coordinate with internal partners, such as Payroll and Benefits teams, to ensure employees receive correct and timely information.</p><p>• Collect and validate necessary data to process manual employee transactions and ensure proper escalation when required.</p><p>• Maintain discretion and tact when handling sensitive or confidential employee information.</p><p>• Support inquiries related to company initiatives, crisis events, and annual programs.</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Palo Alto, California. In this role, you will handle a variety of administrative tasks, including patient registration, document processing, and insurance verification, while ensuring compliance with organizational policies and procedures. This position requires a strong focus on customer service, organizational efficiency, and the ability to work collaboratively in a fast-paced environment.<br><br>Responsibilities:<br>• Register patients accurately and efficiently, obtaining demographic and insurance information as required.<br>• Collect patient signatures on legal and registration-related documents, ensuring compliance with regulations.<br>• Process payments such as co-pays, deductibles, and deposits, maintaining detailed records.<br>• Scan and upload relevant documentation into the system before the end of each shift.<br>• Utilize online platforms to verify insurance information and patient eligibility.<br>• Prioritize tasks effectively during high-volume periods to optimize operational efficiency and customer satisfaction.<br>• Collaborate with clinical staff, providing necessary materials such as wristbands and facesheets in a timely manner.<br>• Distribute privacy notices and maintain compliance with HIPAA regulations and organizational policies.<br>• Ensure office equipment is functional and follow downtime procedures when necessary.<br>• Attend departmental meetings, workshops, and training sessions to stay updated on policies and procedures.
<p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
<p>Robert Half client is looking for a detail-oriented Front Desk Coordinator to join their team on a contract basis in Walnut Creek, California. In this role, you will be the first point of contact for visitors and clients, ensuring a welcoming and efficient experience. The ideal candidate will have excellent organizational and communication skills, along with a strong ability to manage multiple tasks simultaneously.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors and clients, providing a friendly and attentive first impression.</p><p>• Manage incoming calls using a multi-line phone system, directing them to the appropriate departments or individuals.</p><p>• Perform administrative tasks such as filing, data entry, and maintaining organized records.</p><p>• Assist with assembling and mailing client tax returns.</p><p>• Provide concierge services, including scheduling appointments and addressing client inquiries.</p><p>• Ensure the reception area remains tidy and presentable at all times.</p><p>• Coordinate with internal teams to support office operations and ensure smooth communication.</p><p>• Handle email correspondence and calendar management using Microsoft Outlook.</p><p>• Utilize Microsoft Excel and Word for document creation, data tracking, and reporting.</p><p>• Deliver exceptional customer service by addressing client needs promptly and efficiently.</p><p>• Assist with additional administrative projects as needed to support the team.</p><p><br></p><p>If you are interested in this Front Desk Coordinator position, please submit your resume today!</p>
<ul><li>Serve as the primary point of contact for vendors, tenants, and clients, handling extensive communications via email, phone, and in-person interactions.</li><li>Manage and process all documentation and paperwork related to property management, including leases, inspection reports, and service requests.</li><li>Coordinate, schedule, and follow up on property repairs and maintenance, including but not limited to dispatching plumbers, electricians, and other vendors.</li><li>Maintain occasional communication with municipal building, permitting, and inspection agencies, as well as law enforcement as required.</li><li>Conduct on-site visits to properties to inspect conditions, take photographs, and document findings.</li><li>Ensure all property and tenant files remain current and compliant with applicable laws and regulations.</li><li>Responsibly manage a portfolio of 180–230 properties, effectively prioritizing tasks and deadlines.</li><li>Provide high-quality customer service and respond promptly to urgent requests and emergency situations.</li><li>Flexibility to adapt work hours based on emergency needs. Regular office schedule is Monday to Friday, 8:30 AM – 5:30 PM.</li><li>Free onsite parking provided.</li></ul>
<p>Our client, a well-established organization, is seeking a highly organized and motivated <strong>Facilities Coordinator</strong> to support day-to-day site operations. This is an excellent opportunity for a detail-oriented professional with strong vendor coordination and ticket management experience—particularly within the CORRIGO platform—to contribute to a high-performing facilities team.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Facilities Coordinator will provide operational support to Site and/or Assistant Facility Managers across maintenance, vendor oversight, workplace services, and administrative functions. The ideal candidate is a proactive self-starter who thrives in a fast-paced environment, demonstrates excellent follow-through, and is committed to delivering exceptional service levels.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Foster a collaborative team environment focused on performance excellence and service quality.</li><li>Conduct daily site walkthroughs to ensure a clean, safe, and well-organized workplace.</li><li>Manage and respond to work orders through <strong>CORRIGO</strong>, ensuring KPI compliance and timely resolution.</li><li>Schedule and coordinate repairs, maintenance, and minor projects from initiation through completion.</li><li>Monitor building procedures and performance metrics through regular inspections and assessments.</li><li>Identify opportunities for operational improvements and recommend service enhancements.</li><li>Coordinate vendors, facilities staff, and service providers to ensure seamless execution of work.</li><li>Assist with vendor sourcing, onboarding, and procurement activities as needed.</li><li>Serve as the site point of contact for amenities and workplace services (fitness, food service, transportation, moves, etc.).</li><li>Support meetings, events, and conference room coordination.</li><li>Provide backup support for reception, guest services, mail/courier, office supplies, and access badge management.</li><li>Maintain accurate site documentation, records, and internal web updates.</li><li>Support emergency preparedness planning, including evacuation procedures and after-hours response.</li><li>Ensure compliance with all client contract requirements and KPIs.</li><li>Deliver high-quality service aligned with client expectations and feedback.</li><li>Coordinate site operations in accordance with established policies, procedures, and scope of work</li></ul>
<p><strong>Receptionist (Contract) – Robert Half</strong></p><p><br></p><p><strong>Robert Half is recruiting a Receptionist for a contract assignment.</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for visitors, employees, and callers, ensuring a positive and professional experience.</li><li>Answer and transfer incoming calls promptly using company protocols.</li><li>Manage mail distribution and coordinate courier deliveries and pickups.</li><li>Issue security badges to visitors and employees.</li><li>Provide general information and assistance, escalating complex questions as needed.</li><li>Maintain a clean and organized reception area.</li><li>Assist Facility Manager and Facility Coordinator with administrative tasks.</li><li>Adhere to all client and company policies and procedures.</li></ul><p><br></p>
<p><strong>Bilingual Spanish Receptionist</strong></p><p><strong>Description:</strong></p><p>Serve as the welcoming face of the company, handling calls and directing visitors while assisting with general administrative support.</p><p><strong>Responsibilities:</strong></p><ul><li>Greet guests and answer incoming calls</li><li>Manage scheduling and conference room bookings</li><li>Receive and distribute mail/packages</li><li>Maintain tidy reception and waiting areas</li><li>Provide general admin support to staff</li></ul><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm in a<strong> beautiful new office in Walnut Creek seeking a Senior Client Service Associate</strong> to support a Senior Financial Advisor and deliver a high-touch client experience. </p><p>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul><p><br></p>
We are looking for an organized and customer-focused Teller to join our team in Monterey, California. This Contract to permanent position offers an excellent opportunity to grow within the banking industry while delivering exceptional service to clients. The ideal candidate will handle a variety of financial transactions and ensure smooth day-to-day operations in a retail banking environment.<br><br>Responsibilities:<br>• Process customer and business deposits, ensuring all documentation is complete and accurate while issuing receipts.<br>• Handle withdrawals, check cashing, and cash advances within authorized limits, referring complex cases to a supervisor as needed.<br>• Operate computer systems to manage account activities, resolve inquiries, and determine balances efficiently.<br>• Assist with night depository services, including logging bags, processing deposits, issuing receipts, and handling change orders.<br>• Monitor accounts for memos or holds and take necessary actions before completing transactions.<br>• Accept loan or installment payments, maintain accurate records, and forward payments for processing.<br>• Balance the cash drawer daily, verify amounts for the vault, and manage the daily cash supply.<br>• Provide excellent customer service by addressing concerns within your authority and escalating unresolved issues appropriately.<br>• Travel between branches to provide coverage for absent tellers when required.<br>• Support vault operations by assisting in opening, closing, and balancing currency and coin counts.
We are looking for a dedicated Property Administrator to join a non-profit organization in San Francisco, California. This Contract to permanent position offers an opportunity to make a meaningful impact by assisting veterans with housing resources and ensuring smooth transitions into secure living environments. The ideal candidate will possess strong organizational skills and the ability to work effectively with diverse populations.<br><br>Responsibilities:<br>• Connect veterans with housing resources and provide support during move-in processes.<br>• Establish and maintain a network of landlords and identify available housing opportunities.<br>• Match clients to suitable housing options based on eligibility criteria and individual needs.<br>• Negotiate lease agreements, perform housing inspections, and review necessary documentation.<br>• Assist clients in retaining housing by offering eviction prevention strategies and support.<br>• Ensure accurate and timely data entry while maintaining detailed records.<br>• Educate tenants on housing-related matters and collaborate with case managers to address client concerns.<br>• Coordinate housing services to meet client requirements and enhance their living conditions.
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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>
