We are looking for a dedicated Customer Service Specialist to join our team on a contract basis in Santa Rosa, California. This role involves providing exceptional support to merchants while ensuring compliance, managing risk, and maintaining high standards of service delivery. The ideal candidate will bring strong technical skills, a keen eye for detail, and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Investigate and monitor merchant processing activities using advanced risk management tools.<br>• Handle customer inquiries by explaining underwriting policies and decisions with clarity.<br>• Conduct thorough investigations to ensure compliance and mitigate risks.<br>• Document risk assessments and findings in a concise and structured manner.<br>• Maintain merchant accounts, including updating profiles and bank account details.<br>• Collaborate with sales and other internal teams to deliver seamless merchant support.<br>• Stay informed about industry trends relevant to merchant services and risk management.<br>• Assist with credit and risk-related tasks, including reviewing merchant accounts.<br>• Ensure all services meet or exceed established quality and service standards.
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help improve processes to enhance the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).</li><li>Communicate with clients and custodians to resolve operational issues.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after 6 months.</li><li>Three weeks paid vacation + separate sick days.</li></ul>
<p><strong>Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role could be the perfect next step in your career.</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a full-time, experienced <strong>Client Service Specialist</strong> to join their growing team. This role is based in <strong>San Francisco</strong> (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed.</p><p> </p><p><strong>Compensation:</strong> $80,000–$90,000 (DOE) + Bonus + <strong>6% 401(k) match</strong></p><p><strong>Schedule:</strong> Hybrid (3 days in-office), WFH 2 days once trained</p><p> </p><p>This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients.</p><p> </p><p>This position is primarily <strong>back-office/administrative</strong> with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.).</li><li>Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney).</li><li>Communicate with clients by phone or email to answer operational questions and resolve administrative issues.</li><li>Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing.</li><li>Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions.</li><li>Maintain accurate records by updating the portfolio accounting system and CRM.</li><li>Contribute to quarterly reporting—production, review, and delivery of client reports.</li><li>Ensure client service procedures are followed and continuously enhanced for efficiency and quality.</li></ul><p><br></p>
<p>Our organization is seeking a skilled Customer Support Specialist fluent in Cantonese to join our growing customer service team.</p><p>In this role, you will be the primary point of contact for Cantonese-speaking customers, delivering reliable support and ensuring their questions are answered promptly. You will use CRM and support platforms to track interactions, assist with troubleshooting, and work collaboratively to provide a connected customer experience.</p><p>Strong communication, empathy, and problem-solving skills are essential, as well as a commitment to supporting process improvements and team development.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations)</li><li>Communicate with clients and custodians to resolve operational issues</li><li>Prepare reports and assist with quarterly client reporting</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion)</li><li>Support meeting preparation and contribute to process improvements</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage</li><li>401(k) match after 6 months</li><li>Three weeks paid vacation plus separate sick days</li></ul>
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a skilled <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This role is primarily focused on back-office operations with some client interaction via email and phone. You’ll play a key part in delivering exceptional service, managing client requests, and collaborating with advisors to streamline processes and enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p><strong>Client Service Specialist – Wealth Management</strong></p><p><strong>$80–90K + Bonus + 6% 401(k) Match | San Francisco (Hybrid)</strong></p><p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a long-established, boutique wealth management firm to hire a Client Service Specialist. This team supports ~700 client families with highly personalized service, and they’re looking for someone who enjoys being the operational backbone of the client experience.</p><p><strong>Why This Role?</strong></p><p>If you’re detail-oriented, enjoy helping people, and love keeping a fast-moving team organized, this is a great fit. The work is service-focused, operational, and essential to keeping client relationships running smoothly.</p><p><strong>What You’ll Do</strong></p><ul><li>Handle day-to-day client requests: money movement, account updates, forms, DocuSign, and follow-ups</li><li>Coordinate reports and meeting prep with the Client Service team</li><li>Communicate with clients by phone/email to resolve service questions</li><li>Work directly with custodians (Schwab, Fidelity, Pershing) to manage paperwork and requests</li><li>Support account openings, transfers, RMDs, distributions, donations, and cost-basis research</li><li>Keep CRM and portfolio systems updated and accurate</li><li>Assist with quarterly reporting and general service workflows</li></ul><p><br></p>
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</p>
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</p>
<p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
We are looking for a skilled Customer Service Representative to join our manufacturing team in San Leandro, California. This position offers a long-term contract opportunity and requires a proactive individual with strong administrative and organizational abilities. The ideal candidate will play a key role in supporting logistics coordination and ensuring smooth operations within the department.<br><br>Responsibilities:<br>• Manage daily administrative duties, including handling correspondence, organizing documents, and performing accurate data entry.<br>• Utilize Microsoft Outlook, Word, and Excel to create and edit reports, documents, and spreadsheets.<br>• Collaborate with the Customer Service team to address overflow tasks and improve operational efficiency.<br>• Communicate effectively with internal departments and external stakeholders to ensure timely follow-ups and resolutions.<br>• Maintain a positive and detail-oriented attitude while assisting with various departmental needs.<br>• Support logistics coordination by monitoring timelines and ensuring smooth workflows.<br>• Help streamline processes to enhance productivity and reduce inefficiencies.<br>• Provide exceptional service by addressing inquiries and resolving minor issues promptly.<br>• Actively contribute to the overall goals of the department through teamwork and initiative.
<p>We are looking for an organized and detail-oriented Accounts Payable Specialist to join our team in San Francisco, California. This long-term, part time contract role offers an excellent opportunity for a proactive individual with strong communication skills and expertise in administrative tasks and accounts payable processes. The ideal candidate will thrive in a dynamic environment and be eager to contribute to the success of our office.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and maintain office supply inventory, ensuring timely replenishment and verifying receipt of orders.</p><p>• Support the Office Manager with administrative tasks and office operations.</p><p>• Coordinate with vendors and service providers to ensure the office is clean and well-maintained.</p><p>• Assist in organizing office events, including holiday celebrations and team gatherings.</p><p>• Process accounts payable invoices with proper approval and coding for accuracy.</p><p>• Ensure timely payment of bills, including property tax bills and urgent check requests.</p><p>• Handle vendor inquiries and resolve any issues promptly.</p><p>• Collaborate on miscellaneous projects and tasks as needed to support the team.</p>
<p>Our company is looking for an enthusiastic and customer-focused Vietnamese-speaking Customer Service Representative to deliver exceptional service and support to our diverse client base.</p><p>This position is responsible for addressing customer inquiries, resolving issues efficiently, and working closely with Vietnamese-speaking clients. You will play an integral role in creating positive experiences, identifying opportunities for improvement in customer service delivery, and cultivating lasting relationships.</p><p>You should be adaptable, tech-savvy, and passionate about helping others, with fluency in Vietnamese and English.</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>
<p>Our Oakland, CA banking client is seeking an IT Support Specialist to join their team. In this role, you will ensure efficient operation of network, computer, and telecommunication resources with a strong focus on customer service. Responsibilities include installing and maintaining hardware/software, updating mobile device policies, performing preventative maintenance, user access management, troubleshooting, backup procedures, IT audit support, and providing after-hours support as needed.</p><p><br></p><p>This role is 5 days a week onsite in Oakland, CA.</p>
<p><strong>Job Description:</strong></p><p>The Accounts Receivable (AR) Specialist with NetSuite experience is responsible for managing the full cycle of accounts receivable activities, including invoicing, payment collections, cash applications, and account reconciliations using NetSuite. This role requires accuracy in handling financial transactions, proactive communication with clients regarding outstanding balances, and effective use of NetSuite to automate and optimize AR processes. The ideal candidate will collaborate with internal teams and contribute to continuous process improvements for greater efficiency and accuracy.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Generate and distribute customer invoices through NetSuite.</li><li>Apply incoming payments to customer accounts and reconcile discrepancies.</li><li>Monitor the AR aging report and follow up on overdue accounts to ensure timely collections.</li><li>Collaborate with sales and customer service teams to resolve billing inquiries or disputes.</li><li>Process credit memos, adjustments, and write-offs as needed.</li><li>Assist with month-end closing activities for AR.</li><li>Maintain accurate and up-to-date AR documentation and customer records.</li><li>Recommend and implement process improvements using NetSuite functionality.</li></ul><p><br></p>
<p>A global travel documentation provider is seeking a Travel Documentation Specialist to support high-volume visa, passport, and travel document processing on a full-time, onsite, temp-to-hire basis. This team provides technology-driven solutions that guide travelers through the documentation process, from initial request through completion. This role is best suited for individuals who enjoy structured, repetitive administrative work, communicate clearly with customers, and thrive in a fast-paced, accuracy-driven environment. This is not a legal role and is not aligned with paralegal or law school career paths. The Travel Documentation Specialist will prepare, review, and process travel documentation requests, update internal systems, track application progress, and provide step-by-step guidance to travelers. The Supervisor is based remotely, and the onsite team in San Franscisco is small, collaborative, and low-turnover. Candidates with experience in passport offices, consulates, visa processing companies, or other regulated administrative environments are strongly encouraged to apply.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, review, and process visa, passport, and travel document applications following established workflows and service-level agreements (SLAs).</li><li>Maintain accurate, timely updates within internal CRM and technology platforms, ensuring all benchmarks and milestones are completed within required timelines.</li><li>Respond to traveler inquiries by phone and email with professionalism, clarity, and strong customer-service skills.</li><li>Monitor case progress, resolve routine documentation questions through research, and escalate issues when needed.</li><li>Conduct research on country-specific travel requirements and other related documentation processes.</li><li>Invoice completed cases accurately and within required timeframes.</li><li>Provide coverage for team members during planned absences.</li><li>Collaborate with the onsite team and cross-functional operational teams to support ongoing workflow improvements.</li><li>Follow structured processes, office workflows, and internal quality standards to ensure consistent and timely service delivery.</li></ul>
<p><strong>About the Company:</strong></p><p>We are seeking an experienced Payroll Specialist to join a team. The ideal candidate will have a strong background in ensuring accurate and timely payroll processing for employees. Proficiency in ADP WorkForce Now and Paylocity is essential for success in this role. This is a contract role.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process payroll for employees, ensuring accuracy and compliance with all applicable laws and regulations</li><li>Review and validate timesheets, wage calculations, deductions, and benefit contributions</li><li>Maintain up-to-date employee payroll records and respond to payroll-related inquiries</li><li>Prepare and distribute payroll reports and assist with audits as needed</li><li>Ensure compliance with company policies as well as state and federal guidelines</li><li>Support year-end processes, including W-2 and tax reporting</li><li>Collaborate with HR and Finance teams to resolve payroll discrepancies and improve processes</li></ul><p><br></p>
We are looking for a dedicated Member Services Representative to join our team on a contract basis in Woodside, California. This role involves providing essential administrative support within the Membership Department, ensuring accurate data management and seamless member interactions. The position offers an opportunity to utilize your organizational skills and customer service expertise while contributing to our team's success.<br><br>Responsibilities:<br>• Perform audits of member data to ensure accuracy and completeness.<br>• Process payments, including checks and organizational contributions, with precision.<br>• Print and distribute membership cards efficiently.<br>• Convert ticket purchases into memberships while maintaining detailed records.<br>• Respond to general member inquiries and provide exceptional customer service.<br>• Manage database entries and updates to streamline operations.<br>• Utilize Microsoft Excel and Mail Merge to generate reports and manage communications.<br>• Assist with administrative tasks to support the Membership Department's daily operations.<br>• Ensure timely and accurate handling of membership-related requests.<br>• Collaborate with team members to maintain a high standard of service.
<p><strong>About the Company:</strong></p><p>We are seeking an experienced Accounts Payable Specialist to support our finance operations and contribute to our success in a fast-paced production environment. The ideal candidate will have a strong background in high-volume invoice processing, preferably within manufacturing and consumer packaged goods (CPG) industries. Proficiency in Oracle and SAP is essential for success in this role. Join a leading manufacturing and consumer packaged goods (CPG) organization known for quality, innovation, and operational excellence. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and reconcile a high volume of invoices for manufacturing raw materials, packaging, freight, and indirect services.</li><li>Validate invoice data against purchase orders, goods receipts, and inventory system records.</li><li>Maintain positive vendor relationships, resolve invoice discrepancies, and ensure timely payments.</li><li>Collaborate cross-functionally with procurement, inventory control, and manufacturing operations to address exceptions and support production needs.</li><li>Assist with month-end close processes, including AP accruals and reporting.</li><li>Prepare and review aging reports and recommend resolution approaches for outstanding items.</li></ul><p><br></p>
<p>We are seeking a detail-oriented and customer-focused HR Specialist to manage employee inquiries related to <strong>Benefits</strong>, <strong>Leave of Absence (LOA)</strong>, and <strong>Workers’ Compensation</strong>. This role plays a critical part in supporting employees through open enrollment, benefits administration, and leave processes, ensuring compliance and exceptional service delivery.</p><p><br></p><ul><li>Serve as the primary point of contact for employee inquiries regarding <strong>benefits enrollment</strong>, <strong>LOA eligibility</strong>, and related policies.</li><li>Guide employees through LOA processes, including qualification criteria, documentation, and return-to-work procedures.</li><li>Administer <strong>403(b) retirement plan</strong> processes, including contribution changes and distribution requests.</li><li>Support <strong>open enrollment</strong> activities, including answering questions, following up on incomplete enrollments, and ensuring timely submissions.</li><li>Manage <strong>Workers’ Compensation claims</strong>, coordinating with employees and vendors to ensure accurate reporting and compliance.</li><li>Review and reconcile <strong>benefit invoices</strong> received via mail for accuracy and timely processing.</li><li>Maintain accurate records and documentation for benefits and LOA transactions.</li><li>Respond to a high volume of emails and inquiries, providing clear and timely communication.</li><li>Deliver exceptional <strong>customer service</strong> through proactive follow-ups and issue resolution.</li></ul><p><br></p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. This long-term contract position involves assisting patients and guests with navigating healthcare services while delivering exceptional customer service. The role requires a focus on patient-centered care and adherence to high standards of communication and ethical practices.</p><p><br></p><p><strong>The shift for this position is Monday through Friday, 3:30 pm to 12:00 am.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison to ensure patients and guests receive support throughout their healthcare journey.</p><p>• Provide information regarding transportation options, including campus shuttles, to facilitate access to hospital and clinic services.</p><p>• Coordinate the scheduling of physician appointments for both inpatient and outpatient visits.</p><p>• Address and communicate patient and guest concerns to relevant departments, ensuring resolution and proper documentation.</p><p>• Offer guidance and practical solutions to navigate healthcare systems effectively.</p><p>• Maintain compliance with safety and quality standards, including adherence to National Patient Safety Goals.</p><p>• Demonstrate sensitivity to cultural diversity and uphold patient rights and ethical treatment.</p><p>• Participate in ongoing training and development programs to enhance service delivery.</p><p>• Promote teamwork and collaboration across departments.</p><p>• Uphold confidentiality and security standards in all interactions and processes.</p>
<p>We are looking for a dedicated and resourceful Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital link between patients and healthcare services, ensuring a seamless and positive experience for all. As a long-term contract position, this opportunity allows you to make a lasting impact while working in a dynamic and patient-centered environment.</p><p><br></p><p><strong>The shift for this role is Monday through Friday, 11:30 am to 8:00 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison and guide for patients, helping them navigate healthcare services before, during, and after their medical visits.</p><p>• Provide transportation information and assistance, including details about campus shuttle services for patients and visitors.</p><p>• Coordinate and schedule physician appointments and care plans for both inpatient and outpatient stays.</p><p>• Communicate patient and guest concerns to relevant departments and ensure proper facilitation and documentation.</p><p>• Uphold and promote high-quality service standards in alignment with patient-centered care principles.</p><p>• Assist patients in understanding and utilizing available resources within the healthcare system.</p><p>• Foster a respectful and detail-oriented environment by adhering to safety, ethical treatment, and cultural sensitivity protocols.</p><p>• Maintain compliance with safety programs, patient rights, and national healthcare standards.</p><p>• Participate in ongoing training and education to ensure excellence in service delivery.</p><p>• Support emergency management and teamwork initiatives within the healthcare facility.</p>
