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224 results for Customer Service in Sunnyvale, CA

Customer Service Representative

San Rafael, CA
onsite
Temporary / Contract
20.00 - 21.00 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>
2026-04-24T15:04:13Z

Customer Service Representative

Mountain View, CA
onsite
Temporary / Contract
27.71 - 32.09 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team on a l9 month contract basis in Mountain View, California. In this role, you will support nonprofit organizations by managing their registration processes and addressing inquiries related to payments. This position offers the opportunity to work in a collaborative environment focused on philanthropy and community engagement. Responsibilities:• Assist nonprofit organizations with completing their PaymentWorks registration to ensure smooth transactions.• Respond promptly to customer inquiries regarding registration processes and payment-related questions.• Enter and maintain accurate documentation and data records.• Utilize Excel and Outlook to manage and track communications and workflows effectively.• Collaborate with the Grants Processing Team to ensure alignment and efficiency in service delivery.• Provide detailed follow-ups with nonprofits to resolve any registration or payment issues.• Maintain a detail-oriented and courteous demeanor in all communications, both written and verbal.• Participate in team meetings twice per month to discuss progress and address challenges.• Leverage Salesforce if applicable to streamline customer service processes.
2026-04-01T23:03:53Z

Customer Service Representative

Richmond, CA
onsite
Temporary / Contract
24.00 - 25.00 USD / Hourly
We are looking for a Customer Service Representative to support customer-facing operations and assist with quote-related activities in Richmond, California. This Long-term Contract position is ideal for someone who enjoys balancing multiple priorities, delivering responsive service, and working across teams to keep orders and customer requests moving efficiently. The role will contribute to both customer service and quoting workflows, requiring strong communication, attention to detail, and comfort using business systems in a fast-paced environment. Responsibilities: • Provide day-to-day support for customer inquiries while also assisting the quotes team with pricing and proposal-related tasks. • Respond to inbound customer requests professionally and help address service concerns through timely follow-up and clear communication. • Work with internal departments across the organization to investigate order status questions and help resolve customer issues efficiently. • Support quote preparation and related administrative activities, using accurate calculations and careful review of details. • Manage changing priorities throughout the day and adjust focus based on urgent customer, order, or quoting needs. • Enter and update customer and order information in relevant systems to maintain accurate records and smooth workflow continuity. • Use phone, email, and internal platforms to coordinate responses and provide reliable service to customers and internal partners.
2026-04-24T17:48:46Z

Customer Service Representative

Livermore, CA
onsite
Temporary to Hire
23.00 - 24.00 USD / Hourly
Robert Half client is looking for a Customer Service Representative to join our team onsite in Livermore, California. This contract opportunity with potential for permanent employment is ideal for someone who enjoys supporting customers, coordinating with internal teams, and keeping orders moving accurately from quote to delivery. In this role, you will handle a mix of customer communication, order administration, and return processing while using business systems and reporting tools to maintain service quality and follow-through. Customer Service Representative Responsibilities:• Partner with teams such as Finance, Sales, Purchasing, Engineering, and Product Management to resolve customer needs and support day-to-day service operations.• Respond to sales-related questions, help manage delivery expectations, and participate in district sales meetings by capturing key discussion points and follow-up items.• Create customer quotations in Epicor, update existing quotes as needed, and distribute pricing details directly to customers or through the sales team.• Review special account instructions and validate order details, including shipping information, requested dates, pricing, customer part numbers, and quantities before final processing.• Track open orders using Epicor, production reporting, and status tools to help maintain on-time shipment and proactively raise concerns when commitments may be at risk.• Communicate regularly with internal contacts to clarify priorities, align on scheduling, and manage customer-requested ship and delivery dates.• Process product returns by preparing return documentation, sending required forms to customers, and monitoring each case through completion, including credit memo follow-up.• Follow established sales operations procedures and document opportunities for improvement by opening corrective action cases in Epicor when needed.• Support additional customer service and administrative tasks assigned by management to help meet department goals.• Use Microsoft Office, Power BI, and web-based portals to maintain records, communicate updates, and support reporting needs. If you are interested in this Customer Service Representative opportunity, please submit your resume today.
2026-05-01T23:59:39Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
25.00 - 27.00 USD / Hourly
We are looking for a Customer Service Administrator to support customer service operations through order processing, issue resolution, and administrative coordination. This role combines customer support and administrative duties, including responding to inquiries, maintaining customer records, processing orders, and assisting internal teams. The ideal candidate has strong communication skills and a customer-focused mindset. Responsibilities<ul><li>Respond to customer inquiries by phone and email</li><li>Process orders, service requests, and account updates</li><li>Maintain accurate customer records and documentation</li><li>Coordinate with internal teams to resolve issues</li><li>Track service metrics and prepare reports</li><li>Provide general administrative support to the customer service team</li></ul>
2026-05-01T18:28:49Z

Medical Customer Service Rep

San Francisco, CA
onsite
Temporary / Contract
18.05 - 18.50 USD / Hourly
We are looking for a Medical Customer Service Rep to support care coordination activities for a healthcare team serving patients, pharmacies, and nursing partners. This Long-term Contract position is based in San Francisco, California, and is ideal for someone who thrives in a high-volume environment, communicates with empathy, and can manage administrative work with accuracy and speed. The person in this role will help keep daily operations running smoothly by coordinating visits, handling service requests, and maintaining organized documentation across multiple systems. Responsibilities: • Coordinate patient and nursing visit appointments using internal healthcare technology and supporting third-party applications. • Respond to a steady flow of inbound inquiries from pharmacies, patients, and clinicians while delivering attentive and compassionate service. • Manage a high daily volume of Zendesk requests, ensuring updates are accurate, timely, and properly documented. • Confirm scheduled visits and adjust appointments as needed to support efficient care delivery. • Gather, review, and upload required records and supporting documents to maintain complete case files. • Balance competing priorities in a fast-moving setting while meeting service expectations and deadlines. • Work closely with internal teams and external partners to communicate updates, resolve issues, and improve coordination. • Build productive relationships with specialty pharmacies and nursing networks to support a reliable patient experience. • Identify opportunities to streamline workflows and share practical recommendations that enhance team operations.
2026-04-24T04:08:43Z

Customer Service Representative

San Francisco, CA
remote
Temporary / Contract
19.00 - 22.00 USD / Hourly
We are looking for a Customer Service Representative to support a busy contact center team. This is a Contract position suited for someone who enjoys assisting customers, managing service requests, and providing prompt, clear communication. The person in this role will handle a high volume of calls, process orders accurately, and help create a positive experience with every interaction. Responsibilities: • Respond to incoming customer calls with empathy and a solutions-focused approach. • Assist customers with questions, service requests, and issue resolution while maintaining a high standard of support. • Enter customer orders and update account details with accuracy and attention to detail. • Manage both inbound and outbound calls to follow up on requests, confirm information, and provide timely updates. • Document customer interactions clearly to ensure records remain complete and up to date. • Coordinate with internal teams when needed to resolve concerns efficiently and keep service moving forward.
2026-04-28T18:38:43Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
26.00 - 28.00 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>
2026-04-24T17:48:46Z

Workplace Exp Coordinator

Palo Alto, CA
remote
Temporary / Contract
24.00 - 25.00 USD / Hourly
Our client is seeking a detail oriented and customer-focused Workplace Experience Coordinator to support daily workplace operations at the corporate headquarters for Varian. This role is highly interactive and ideal for someone who thrives in a fast-paced corporate environment with strong event coordination, communication, and client service responsibilities. The Workplace Experience Coordinator will serve as the first point of contact for employees, guests, and vendors while supporting workplace services, event coordination, office operations, and facility-related requests. The ideal candidate will bring exceptional organizational skills, professionalism, and a hospitality-driven mindset.Key Responsibilities Serve as the first point of contact for employees, visitors, and vendors entering the facility Provide a welcoming and detail oriented front desk experience Issue visitor badges and parking passes while following building security procedures Coordinate workplace services including office supply management, mail services, and onboarding support Organize and manage on-site meetings and events, including room setup, breakdown, and supply coordination Assist with communications and employee engagement activities Coordinate janitorial and maintenance requests through internal systems Respond to employee and guest inquiries in a detail oriented and customer-service-oriented manner Support event logistics and collaborate closely with internal teams and vendors Maintain a clean, organized, and detail oriented workplace environment Follow property-specific emergency and security procedures as needed
2026-04-28T19:13:48Z

Inside Sales Representative

Livermore, CA
onsite
Temporary to Hire
26.00 - 28.00 USD / Hourly
We are looking for a Customer Service Representative to join a wholesale distribution team in Livermore, CA on a contract basis with the potential for a permanent position. This role is ideal for someone who thrives in a fast-paced sales environment, enjoys building customer relationships, and can balance accuracy with responsiveness. The position supports both customers and field sales partners by preparing pricing, managing orders, and identifying opportunities to expand business through value-added solutions. Customer Service Representative Responsibilities:• Prepare accurate, detailed customer quotations using internal systems and supplier portals to support timely sales activity.• Enter, review, and manage customer orders with close attention to pricing, margins, and order accuracy.• Maintain current customer records in company systems, ensuring information is complete and up to date.• Engage with incoming leads and existing accounts to uncover additional sales potential and promote value-added offerings.• Partner with engineering and outside sales teams to support solution-based opportunities and customer needs.• Respond to customer inquiries professionally during scheduled business hours, providing dependable and timely service.• Resolve order-related issues such as shipment discrepancies, delays, and product concerns while keeping customers informed.• Assist with urgent order follow-up and expediting requests when timelines require additional coordination.• Build knowledge of product lines, internal workflows, and system processes through ongoing training and daily application.• Contribute to additional projects and operational tasks as assigned to support the broader sales function. If you are interested in this Customer Service Representative position, please submit your resume today.
2026-05-01T23:59:39Z

Receptionist 3

San Jose, CA
remote
Temporary / Contract
21.00 - 22.00 USD / Hourly
We are looking for an experienced and service-focused Receptionist to support a high-visibility office environment in California. This is a Contract position requiring full onsite attendance, where you will serve as a key point of contact for employees, guests, candidates, and vendors while helping maintain a welcoming workplace experience. The ideal candidate brings strong administrative ability, confidence in customer-facing interactions, and a proactive approach to supporting daily office operations with discretion and sound judgment. Responsibilities: • Welcome visitors, employees, candidates, and service providers in a courteous manner and ensure each arrival is handled efficiently and courteously. • Oversee front desk activity, keeping the reception and lobby areas organized, presentable, and aligned with workplace and security expectations. • Guide guests and staff to the appropriate internal contacts or departments, including workplace support, facilities, human resources, IT, and event teams. • Manage visitor check-in activity, support badge distribution and collection, and maintain accurate records to meet site access and security requirements. • Communicate messages clearly and route inquiries to the correct team members to support smooth day-to-day operations. • Perform administrative support duties such as document organization, filing, spreadsheet updates, scanning, and light data entry. • Coordinate workplace service requests by reporting cleaning, maintenance, repair, and restocking needs through established internal processes. • Assist with incoming deliveries, packages, and courier drop-offs while partnering with mailroom and workplace teams to ensure proper routing. • Collaborate with facilities and workplace operations staff to help maintain a seamless onsite experience and provide cross-coverage for administrative needs when required.
2026-04-22T01:18:46Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
25.00 - 27.00 USD / Hourly
Provide customer support across phone, email, and chat channels while ensuring a positive customer experience. Responsibilities:<ul><li>Respond to customer inquiries and resolve issues</li><li>Track service requests and maintain records</li><li>Escalate complex matters as needed</li><li>Support customer satisfaction initiatives</li><li>Collaborate with internal teams on issue resolution</li></ul>
2026-04-24T18:08:48Z

Administrative Assistant

San Francisco, CA
onsite
Temporary / Contract
26.00 - 27.00 USD / Hourly
We are looking for a Contract Administrative Assistant to support families and community members through responsive front-line service in San Francisco, California. This role focuses on providing helpful guidance, coordinating referrals, and ensuring families are connected with the right childcare and support resources without delay. The ideal candidate brings strong administrative ability, comfort with family-facing communication, and a community-centered approach to service. Responsibilities: • Welcome and assist families through phone, email, and in-person interactions, offering clear information and directing each inquiry to the appropriate resource or specialist. • Manage initial outreach efforts by gathering essential information, documenting interactions accurately, and helping move families through the intake and referral process efficiently. • Support day-to-day administrative operations for a community-based children’s hub, including scheduling, record maintenance, and general office coordination. • Follow up with families regarding program participation, available services, and access to basic-needs support to help maintain engagement and continuity of care. • Enter and update client and service information in internal databases and shared tracking tools while maintaining accuracy and confidentiality. • Assist with community outreach activities that strengthen awareness of childcare and social service programs among local families. • Use Google Workspace and related office tools to prepare correspondence, organize files, track case-related details, and support team communication. • Provide front-desk and receptionist-style support by answering inbound calls, responding to routine questions, and escalating more complex needs when appropriate. • Contribute to operational updates, including process-related changes or new system use, as needed during onboarding and program support activities.
2026-05-01T23:59:39Z

Pension Analyst

Pleasanton, CA
onsite
Temporary / Contract
33.25 - 38.50 USD / Hourly
Robert Half's client is looking for a Pension Analyst to support pension operations and member service activities in Pleasanton, California. This is a contract position focused on researching pension-related inquiries, maintaining accurate records, and assisting with administrative processes that help the team respond effectively to member needs. The role is primarily operational and analytical, with occasional direct interaction with members, and is well suited to someone who is comfortable working with data, numbers, and service-driven communication. Pension Analyst Responsibilities:• Investigate pension-related questions by reviewing records, validating information, and providing accurate findings to internal team members.• Enter, update, and maintain pension data with a high level of accuracy to support ongoing administrative and service activities.• Monitor shared mailboxes, organize incoming requests, and respond or route inquiries in a timely and thorough manner.• Partner with pension team staff and member services personnel to help resolve issues and support daily workflow needs.• Prepare and review spreadsheets, reports, and supporting documentation to assist with tracking, analysis, and case follow-up.• Provide courteous assistance during occasional in-person interactions with members while ensuring questions are addressed clearly and appropriately.• Apply sound numerical reasoning when reviewing pension information, identifying discrepancies, and escalating concerns when needed. If you are interested in this Pension Analyst role, please submit your resume today.
2026-05-01T23:59:39Z

Property Administrator

Sunnyvale, CA
onsite
Temporary / Contract
19.00 - 21.00 USD / Hourly
We are looking for a dedicated Part-Time, Leasing Agent to join our team in Sunnyvale, California. In this role, you will play a vital part in supporting administrative and leasing operations for residential properties. The ideal candidate will bring strong organizational skills, exceptional communication abilities, and a customer-focused approach to help ensure smooth property management processes.Standard workdays are Sunday, 10am to 4pm; Monday, 8am to 5pm; and Wednesday, 8am to 5pm. Additional days may be required to cover for staff absences due to illness or vacations. Responsibilities:• Welcome customers and guide prospective residents through tours of available units.• Perform essential administrative tasks, including filing, preparing notices, processing change of occupancy forms, and creating proof of residency letters.• Assist with the preparation and management of leasing documents, ensuring accurate and organized resident files.• Oversee the change of occupancy process by tracking and following up on required paperwork.• Draft and distribute official communications to residents in a timely manner.• Coordinate leasing activities such as scheduling unit showings and providing detailed unit information to potential tenants.• Operate office equipment and software effectively to support daily administrative needs.• Perform additional administrative duties as assigned to support property operations.
2026-04-17T15:33:46Z

Front Desk Coordinator

Cupertino, CA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for a Front Desk Coordinator to support daily office activities in Cupertino, California in a Contract position. This role is ideal for someone who creates a strong first impression, keeps front office operations running smoothly, and handles administrative work with accuracy and efficiency. The position requires strong organization, dependable attendance, and the ability to balance guest-facing responsibilities with a range of office support tasks. Responsibilities: • Welcome visitors and provide a welcoming, helpful experience at the front reception area. • Coordinate calendars by arranging appointments and organizing both internal and external meetings. • Manage incoming calls through a multi-line phone system and direct inquiries to the appropriate contacts. • Complete administrative support work such as scanning records, processing mail, and maintaining organized files. • Keep the reception and common front office spaces neat, orderly, and ready for guests and staff. • Assist with day-to-day office operations and take on additional support tasks as priorities shift. • Communicate clearly with employees, visitors, and external contacts to ensure smooth office coordination.
2026-05-01T18:28:49Z

Front Desk Coordinator

Menlo Park, CA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for a detail-oriented Front Desk Coordinator to join our team in Menlo Park, California. In this contract position, you will play a key role in delivering exceptional guest services while managing reservations and administrative tasks and supporting the Senior Reservation Specialist,. This role requires strong organizational skills, excellent communication abilities, and a commitment to providing outstanding customer experiences. Responsibilities:• Process reservations, modifications, and cancellations with accuracy and efficiency.• Maintain detailed guest records and profiles using Opera Cloud and other organizational systems.• Assist with group bookings, including managing room blocks, confirmations, deposits, and billing.• Provide high-quality guest service at the front desk and ensure thorough follow-up.• Facilitate seamless communication between guests and internal teams to address inquiries and resolve issues.• Support training initiatives led by the Senior Reservation Specialist to enhance team capabilities.• Utilize tools such as Opera Cloud and Salesforce/Delphi to manage workflows and ensure operational excellence.• Maintain a positive work environment, including adhering to business attire standards and utilizing on-site amenities.• Participate in virtual interviews and collaborate with the Director of Sales & Marketing as needed.
2026-04-14T23:44:02Z

Front Desk Coordinator

Redwood City, CA
onsite
Temporary / Contract
24.51 - 28.38 USD / Hourly
We are looking for an experienced and dependable Front Desk Coordinator to support daily office operations in Redwood City. This Long-term Contract position is ideal for someone who enjoys creating a welcoming workplace, handling front-of-office responsibilities, and keeping shared spaces organized in a fast-moving environment. The person in this role will serve as a key point of contact for visitors, vendors, and employees while helping the office run smoothly each day. Responsibilities:• Welcome guests, employees, and external partners while providing attentive reception support throughout the day.• Manage incoming calls and direct inquiries appropriately using a multi-line phone system.• Coordinate with service providers and suppliers to support office needs and maintain strong vendor relationships.• Monitor pantry stock, replenish snacks and beverages, and keep kitchen and common areas clean and presentable.• Oversee meal deliveries and daily lunch coordination to ensure timely distribution and accurate handling.• Prepare conference rooms for meetings by checking supplies, refreshing water, and maintaining an orderly setup.• Issue visitor badges and access cards for guests and board members while tracking distribution as needed.• Research, select, and help onboard new vendors when additional office services or supplies are required.• Support team gatherings and workplace events, including monthly social activities and engagement initiatives.• Assist with special projects and provide general administrative support to help meet evolving office priorities.
2026-04-28T05:44:03Z

Client Service Associate | 2 days onsite

San Carlos, CA
remote
Permanent / Full Time
75000.00 - 115000.00 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-04-30T17:30:14Z

Client Service Associate | Walnut Creek

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. For quickest consideration, please send a message to Jennifer Fukumae on Linkedin! Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-04-18T18:18:45Z

Membership Admin

Oakland, CA
onsite
Temporary / Contract
26.00 - 28.00 USD / Hourly
We are seeking a Membership Administrator to support member services, maintain membership records, and assist with renewals, communications, and program coordination. The Membership Admin is responsible for ensuring accurate member data, processing new memberships and renewals, and responding to member inquiries. The role requires strong organizational skills, customer service, and database management experience. Responsibilities<ul><li>Maintain and update membership databases</li><li>Process applications, renewals, and cancellations</li><li>Respond to member questions and service requests</li><li>Support membership campaigns and outreach efforts</li><li>Prepare reports on membership activity and trends</li><li>Assist with events, mailings, and member communications</li></ul>
2026-05-01T18:28:49Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-05-01T14:29:03Z

Receptionist

Santa Cruz, CA
onsite
Temporary / Contract
25.00 - 25.00 USD / Hourly
We are looking for a detail-oriented Medical Receptionist to support daily front-office operations for a healthcare facility in Santa Cruz, California. This is an onsite Contract position lasting 2 months, ideal for someone who thrives in a fast-paced patient-facing setting and can manage multiple priorities with accuracy and care. The role requires strong organizational ability, bilingual communication skills, and confidence using standard office software while delivering a welcoming experience for patients and visitors. Responsibilities: • Welcome patients and visitors, provide front-desk support, and create a courteous and efficient check-in experience. • Handle incoming calls, route messages appropriately, and respond to routine questions in both English and another language as needed. • Maintain patient-facing administrative workflows by organizing records and coordinating document handling between office areas. • Manage appointment-related communication, update basic information, and support daily scheduling needs based on clinic activity. • Use Microsoft Office applications, Outlook, Word, Excel, and Adobe tools to complete clerical tasks and maintain accurate documentation. • Keep the reception area and related administrative materials orderly so information can be accessed quickly and efficiently. • Balance several responsibilities at once while staying attentive to patient needs, office priorities, and changing coverage demands. • Collaborate with staff across the clinic and business office to support smooth day-to-day operations and timely information flow.
2026-04-28T18:08:44Z

Accounts Receivable/Collections Specialist

San Jose, CA
remote
Temporary / Contract
32.00 - 35.00 USD / Hourly
Position Overview The Accounts Receivable Specialist is responsible for managing customer invoicing, collections, and cash application to ensure timely and accurate cash flow. This role owns customer follow‑ups, resolves payment issues, and maintains clean AR balances through proactive communication and reconciliation. Key Responsibilities Generate and process customer invoices accurately and on time Proactively manage collections efforts on past‑due accounts Contact customers via phone and email to resolve late payments Maintain and monitor AR aging reports and collection notes Apply and reconcile cash receipts (ACH, wires, checks, credit cards) Research and resolve billing disputes, deductions, and short payments Maintain accurate customer account reconciliations Collaborate with Sales, Customer Service, and Operations to resolve payment issues Assist with AR‑related month‑end close activities Prepare AR schedules and support audit requests Maintain strong documentation and internal controls
2026-04-20T01:58:42Z

Accounts Receivable Clerk

Walnut Creek, CA
onsite
Permanent / Full Time
60000.00 - 75000.00 USD / Yearly
We are looking for a detail-oriented Accounts Receivable Clerk to manage cash receipts and ensure accurate allocation of payments. This role involves handling unapplied cash balances, reconciling payment histories, and collaborating with clients, insurance companies, and third-party processors to resolve discrepancies. Responsibilities: • Research and resolve unapplied cash by identifying payment allocations and addressing overpayments or duplicate payments. • Post check payments and assist in identifying electronic or credit card payments. • Communicate with collectors, insurance companies, and clients to obtain accurate payment details and resolve discrepancies. • Reconcile payment histories and correct any misapplications or payer errors. • Prepare and submit check request forms for approval and processing. • Prioritize high-dollar unapplied cash balances from weekly lists for resolution. • Verify the accuracy of write-off and deduction requests. • Address client concerns and troubleshoot payment-related issues, ensuring clear communication and proper remittance advice.
2026-04-21T15:23:45Z