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.
<p>We are looking for an experienced Customer Service Manager to oversee daily operations of a 15 person call center, and ensure exceptional service delivery within our organization. This position requires strong leadership skills and a commitment to enhancing customer satisfaction. Located in Oakland, California, this is a fully onsite role with the potential for contract-to-permanent employment, providing an excellent opportunity for career growth.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and lead customer service teams to ensure efficient and high-quality service.</p><p>• Develop and implement strategies to improve customer account management processes.</p><p>• Monitor call center performance and provide guidance to meet service benchmarks.</p><p>• Coordinate and schedule workflows to optimize productivity and client satisfaction.</p><p>• Ensure adherence to company policies and procedures in all customer interactions.</p><p>• Utilize computer-aided dispatch systems to streamline operations and improve communication.</p><p>• Address and resolve customer concerns promptly to maintain positive relationships.</p><p>• Provide training and support to team members, fostering attention to detail and growth.</p><p>• Prepare reports and analyze data to identify areas for improvement.</p><p>• Collaborate with other departments to enhance overall service delivery.</p>
<p>As a Customer Service Specialist, you will serve as a key liaison between our company and its clients, ensuring that every interaction reflects our commitment to excellence. In this role, you will be responsible for addressing inquiries, resolving complex issues, and providing timely, accurate information about our products and services. You’ll play a critical part in client retention by fostering positive, professional relationships, managing customer expectations, and offering solutions that best meet their needs. This position requires excellent communication skills, a proactive attitude, and the ability to adapt to a dynamic environment. You will collaborate closely with internal teams to deliver seamless service and continuously seek ways to enhance the customer experience.</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>Robert Half's retail client is looking for a contract-to-permanent onsite customer service / sales representative. This position does require weekend availability!</p><p><br></p><p>In this customer service / sales position, you will be responsible for the following:</p><p><br></p><p>Establish strong rapport and provide ongoing support to each member of the showroom</p><p>sales team.</p><p>Follow and maintain documentation of all sales leads as outlined in company</p><p>procedures. Salespersons are expected to designate working hours to lead generating</p><p>activities.</p><p>Document all pre- and post- completion follow-up with each client in Evosus software to</p><p>receive a full commission. Salespersons are expected to designate working hours to</p><p>follow-up activities.</p><p>Provide superior, attentive customer service to every individual client in person, via</p><p>phone or email. Salespersons are expected to designate showroom time to</p><p>“live” selling and closing presentations.</p><p>Attend periodic sales meetings and trainings as assigned. Salespersons are expected</p><p>to allocate working hours to sales reporting, self-study and training.</p><p>Maintain showroom appearance and operations.</p><p>Opening/Closing Checklist if there is no designated Showroom Assistant.</p><p>Provide daily administrative support to counter staff and attend to the P.O.S. retail desk</p><p>as needed.</p><p>Maintain strong workflow communications with delivery and service staff.</p><p><br></p><p>If you are interested in this customer service role, submit your resume today!</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>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><strong>This position is part-time, Saturdays and Sundays, 3:30 pm to 12:00 am.</strong></p><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 act as a key point of contact for patients, ensuring seamless navigation through healthcare services and delivering exceptional customer service. This is a long-term contract position where you will play a critical role in enhancing patient experiences and supporting operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison and advocate for patients, assisting them before, during, and after their medical encounters.</p><p>• Coordinate transportation for patients and visitors, including providing shuttle information and campus navigation support.</p><p>• Facilitate scheduling of medical appointments and care plans for both inpatient and outpatient services.</p><p>• Communicate patient concerns to relevant departments, ensuring timely resolution and accurate documentation.</p><p>• Provide comprehensive guidance to patients navigating the healthcare system, ensuring their needs are met efficiently.</p><p>• Uphold high standards of customer service in alignment with healthcare organization protocols and patient-centered care frameworks.</p><p>• Assist patients with accessing resources and services within the healthcare network.</p><p>• Maintain compliance with safety, ethical, and quality standards while addressing patient and guest needs.</p><p>• Participate in ongoing training and education to ensure adherence to organizational standards and improve service delivery.</p><p>• Collaborate with various departments to ensure smooth operations and enhance patient satisfaction.</p>
<p>We are looking for an experienced Customer Navigator to join our team in Palo Alto, California. In this role, you will act as a vital liaison for patients, ensuring their journey through the healthcare system is smooth and supportive. This is a long-term contract position offering the opportunity to make a meaningful impact on patient care and experience.</p><p><br></p><p><strong>The schedule for this role is Monday through Friday 3:30 pm - 12:00 am.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a non-clinical liaison, assisting patients with navigating healthcare services before, during, and after their medical visits.</p><p>• Coordinate transportation for guests by providing information about campus shuttle services and other available options.</p><p>• Facilitate the scheduling of physician appointments and ensure seamless care during both inpatient and outpatient stays.</p><p>• Address patient and guest concerns, relaying feedback to the appropriate department and maintaining accurate records.</p><p>• Deliver exceptional service aligned with patient-centered care standards to enhance the overall experience.</p><p>• Support compliance with all safety, quality, and ethical requirements, including adherence to National Patient Safety Goals.</p><p>• Communicate effectively with patients, staff, and departments to ensure clear and respectful interactions.</p><p>• Assist in ongoing education and training efforts to promote best practices in service delivery.</p><p>• Maintain confidentiality and uphold patient rights throughout all interactions.</p><p>• Promote teamwork and collaboration across departments to optimize patient outcomes.</p>
<p><strong>Positions Overview:</strong></p><p>Customer Navigators are responsible for providing exceptional customer service to patients and their families while on-site and over the phone at the Hospital and Clinics. They provide customers, patients (and their families and visitors) with a personal connection to the hospital by offering amenities and assistance. Customer Navigator responsibilities may include, but are not limited to, scheduling and managing appointments, asking questions and gaining access to services and organizations, greeting patients, navigation assistance, responding to patient complaints, providing guidance to five (5) or more volunteers, and providing assistance to families.</p>
We are looking for a dynamic Sales Assistant to join our team in San Rafael, California. This Contract-to-permanent position is perfect for someone passionate about retail and eager to provide exceptional customer service while supporting a growing sales team. If you enjoy engaging with customers, managing inventory, and contributing to daily operations, this role offers an excellent opportunity to grow within the organization.<br><br>Responsibilities:<br>• Welcome customers warmly as they enter the showroom and assist with initial inquiries.<br>• Promote and sell small items, such as testing kits and chemical refills, ensuring customer needs are met.<br>• Manage incoming inventory shipments, including light lifting and organization.<br>• Guide visitors to the appropriate sales representatives for further assistance.<br>• Perform basic data entry tasks to maintain accurate records.<br>• Process customer payments through the system, ensuring accuracy and efficiency.<br>• Provide ad hoc support to the sales team, collaborating to meet daily goals.<br>• Maintain a detail-oriented appearance, adhering to the smart casual dress code.<br>• Work weekends as part of a five-day schedule to accommodate customer traffic.
<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>
<p>We are looking for a dedicated Customer Navigator to join our team on a long-term contract basis in Palo Alto, California. In this role, you will act as a vital link between patients and healthcare services, ensuring seamless experiences and addressing individual needs. You will be instrumental in fostering positive interactions and providing exceptional non-clinical support to patients and their families.</p><p><br></p><p><strong>This role is part-time, Saturday and Sunday, 3:30 pm to 12:00 am</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for patients, addressing their needs and concerns throughout their healthcare journey.</p><p>• Facilitate the scheduling of appointments and manage care coordination for both inpatient and outpatient services.</p><p>• Provide detailed guidance and information about transportation options, including campus shuttles, to assist patients and guests.</p><p>• Communicate patient and guest feedback to the appropriate departments and ensure proper follow-up when necessary.</p><p>• Uphold high standards of service and patient care in alignment with organizational policies and goals.</p><p>• Support patients in navigating the healthcare system by offering practical advice and solutions tailored to their unique situations.</p><p>• Foster a respectful and collaborative environment by adhering to safety, quality, and ethical treatment standards.</p><p>• Maintain accurate records of interactions and ensure confidentiality is preserved at all times.</p><p>• Participate in ongoing training and education to stay informed about best practices and compliance requirements.</p><p>• Collaborate with colleagues across departments to ensure a consistent and positive patient experience.</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, Saturday and Sunday from 11:30 am to 8 pm</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>We are looking for a dedicated and customer-focused Graveyard Receptionist to join our team in South San Francisco, California. This long-term contract position involves providing exceptional support to a local non-profit organization that offers short-term housing for individuals in need. The role requires strong organizational skills, attention to detail, and the ability to interact professionally with visitors and clients. This is a graveyard shift: Fridays 11:30pm into Saturday 7:30am and Saturdays 11:30pm into Sunday 7:30am. 16 hours per week. Apply today!</p><p><br></p><p>Responsibilities:</p><p>• Manage front desk operations, including greeting visitors </p><p>• Process incoming and outgoing packages efficiently.</p><p>• Perform accurate data entry and distribute mail to appropriate recipients.</p><p>• Support the team by covering breaks and lunch periods.</p><p>• Assist clients with obtaining medication and restocking supplies in common areas.</p><p>• Handle client check-ins and check-outs, ensuring all procedures are followed.</p><p>• Enforce facility rules and draft notices when required.</p><p>• Coordinate food deliveries and donations, ensuring proper handling and distribution.</p><p>• Provide exceptional customer service to all visitors and residents.</p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this long-term contract role, you will serve as a vital liaison, ensuring patients and their families receive exceptional service throughout their healthcare journey. This position emphasizes patient-centered interactions, compliance with safety and quality standards, and effective communication to enhance the overall patient experience.</p><p><br></p><p><strong>This is a part-time position, Saturday and Sunday, 11:30 am to 8:00 pm</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison, assisting patients before, during, and after their interactions with healthcare facilities.</p><p>• Facilitate scheduling of physician appointments and coordinate care for both inpatient and outpatient stays.</p><p>• Provide guidance on transportation options, including campus shuttles, to support guests visiting the hospital and clinics.</p><p>• Address patient and guest concerns by communicating with appropriate departments and maintaining necessary records.</p><p>• Execute service practices aligned with organizational standards to uphold an exceptional patient experience.</p><p>• Support compliance with safety, ethical, and quality requirements, including adherence to National Patient Safety Goals.</p><p>• Participate in ongoing education and training programs to maintain proficiency in healthcare navigation.</p><p>• Collaborate with teams to ensure respectful and effective interactions with patients and coworkers.</p><p>• Utilize organizational templates and tools to streamline patient communication and service delivery.</p><p>• Assist patients in navigating healthcare systems and resources to meet their specific needs.</p>
<p>The Bilingual Spanish Customer Service Representative plays a vital role in delivering exceptional client experiences in both English and Spanish. In this position, you will handle a variety of customer interactions, including questions about products, order processing, returns, and troubleshooting. Your ability to communicate clearly in both languages will help you resolve issues efficiently while building rapport with clients from diverse backgrounds. You’ll be expected to document all interactions in the company’s systems, collaborate with teams to solve complex problems, and contribute ideas for process improvements. Adaptability, empathy, and a customer-first mindset are essential for success in this role.</p>
<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>Robert Half is looking for a detail-oriented Administrative Assistant to join our client's team in Dublin, California.</p><p><br></p><p>This Administrative Assistant role will provide excellent customer service for both internal colleagues and external customers resolving routine and non-routine administrative issues. This individual will be responsible for effectively assisting the maintenance of the assigned office location and ensuring that colleagues and visitors are able to effectively work in the location while adhering to the standard operating procedures outlined by the Workplace Services Manager.</p><p><br></p><p>If you are interested in this Administrative Assistant role, please apply today!</p>
<p>We are looking for a dedicated Real Estate Associate to join our team in San Francisco, CA. This long-term 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 redispatching 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>We are seeking a detail-oriented and highly reliable Senior Administrative Assistant to support daily operations within a public-facing department. This role involves a mix of administrative coordination, customer service, financial processing, and operational support. The ideal candidate is organized, calm under pressure, and comfortable handling a wide range of responsibilities in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Customer Service & Public Interaction</strong></p><ul><li>Provide phone coverage and respond to public inquiries with professionalism and care.</li><li>Manage requests related to potholes, sewer issues, animal control concerns, and lost-and-found items—dispatching crews or routing to appropriate departments (e.g., Parks & Recreation) as needed.</li><li>Handle walk-in and phone-based lost and found issues, public service requests, and general front-office assistance.</li></ul><p><strong>Operations & Dispatch</strong></p><ul><li>Dispatch Public Works crews to address issues such as potholes, sewer-related concerns, and after-hours emergencies.</li><li>Coordinate after-hours dispatch procedures once shifts end to ensure continuity of service.</li><li>Maintain logs and tracking systems to document actions taken.</li></ul><p><strong>Financial & Procurement Support</strong></p><ul><li>Process and manage <strong>bi-weekly vendor invoices</strong> and coordinate with the Finance Department.</li><li>Assist with <strong>vendor facilitation</strong> and communications to ensure timely and accurate billing.</li><li>Prepare memos and purchasing drafts for Finance.</li><li>Enter requisitions and maintain accurate purchase and procurement records.</li><li>Assist with monthly budget reporting and help keep departmental budgets updated.</li></ul><p><strong>Administrative Support & Recordkeeping</strong></p><ul><li>Maintain spreadsheets, filing systems, and record retention archives (digital and physical).</li><li>Manage mail distribution, calendars, and scheduling for the department.</li><li>Support onboarding for new employees, including preparing materials and coordinating paperwork.</li><li>Prepare documents, reports, and correspondence as requested.</li><li>Oversee office management tasks such as ordering supplies, managing inventory, and distributing vouchers.</li></ul><p><strong>General Office & Additional Duties</strong></p><ul><li>Assist with internal coordination between departments, vendors, contractors, and city staff.</li><li>Provide clerical support as needed to support smooth department operations.</li><li>Perform additional administrative duties as assigned.</li></ul><p><br></p>
<p>Robert Half is seeking a Senior ServiceNow Transformation Consultant to lead a major Customer Support modernization initiative for a global enterprise. This Senior ServiceNow Transformation Consultantis a high-impact, strategic role focused on helping the organization migrate from Salesforce Service Cloud to ServiceNow Customer Service Management (CSM) — not as a lift-and-shift, but as a full-scale transformation of global support operations.</p><p>The selected Senior ServiceNow Transformation consultant will bring a fresh, expert perspective on process design, ITIL alignment, and industry best practices. You’ll serve as a trusted advisor to leadership — ensuring the ServiceNow platform, processes, and operating model enable scalability, efficiency, and an exceptional customer experience across a complex, security-focused B2B environment. This Senior ServiceNow Transformation Consultant role is a fully remote role for about 3-6 months. </p><p><br></p><p>Key Responsibilities for Senior ServiceNow Transformation Consultant</p><ul><li>Lead a comprehensive assessment of existing global support processes, identifying inefficiencies and improvement opportunities.</li><li>Partner with cross-functional stakeholders to reimagine customer support workflows, ensuring alignment with ITIL and industry standards.</li><li>Provide strategic guidance during the migration from Salesforce Service Cloud to ServiceNow CSM, advising on functionality gaps and recommending best-practice solutions.</li><li>Evaluate and challenge proposed designs to ensure platform build aligns with transformation goals, scalability, and operational excellence.</li><li>Define and track key performance indicators (KPIs) and develop frameworks for measuring adoption, performance, and ROI.</li><li>Advise on opportunities to leverage AI, automation, and analytics to enhance case management, routing, and self-service capabilities.</li><li>Collaborate with business analysts, architects, and implementation partners to ensure process intent translates effectively into system configuration.</li><li>Deliver benchmarking and maturity assessments, comparing operations to leading B2B support organizations.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> that supports an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p><br></p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p><br></p>
We are looking for a detail-oriented Office Assistant to join our team in San Leandro, California. This is a Contract position where you will play a vital role in supporting administrative tasks, managing data entry, and providing excellent customer service. If you have strong organizational skills and proficiency in Microsoft Office applications, we encourage you to apply.<br><br>Responsibilities:<br>• Perform a variety of administrative tasks to support daily office operations.<br>• Handle data entry tasks with precision and attention to detail.<br>• Provide friendly and attentive customer service to address inquiries and resolve issues.<br>• Utilize Microsoft Excel to organize and analyze data efficiently.<br>• Create and edit documents using Microsoft Word for business purposes.<br>• Maintain accurate records and ensure proper filing systems are in place.<br>• Coordinate schedules and meetings to support team productivity.<br>• Assist with general office duties, such as answering phone calls and managing correspondence.<br>• Collaborate with team members to ensure smooth workflow and communication.
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits. The practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul>
