We are seeking dedicated individuals to join our team as contract staff, assisting with conference operations during JP Morgan Week. This is a contract role based in San Francisco, California, where you will play a key part in ensuring a seamless and welcoming experience for attendees. If you excel in fast-paced environments and are committed to providing exceptional service, we encourage you to apply.<br><br>Responsibilities:<br>• Welcome and assist conference attendees, ensuring they feel comfortable and supported throughout the event.<br>• Coordinate logistics across multiple floors, including catering arrangements and meeting room setups.<br>• Serve as the main point of contact for inquiries and provide accurate information about conference activities.<br>• Maintain an attentive and friendly demeanor while managing reception and administrative duties.<br>• Handle event-related tasks promptly, ensuring smooth operations and addressing any issues that arise.<br>• Collaborate with other team members to ensure efficient workflow and communication.<br>• Monitor supplies and equipment, restocking and addressing needs as necessary.<br>• Support the coordination of corporate events, including setup and breakdown.<br>• Uphold the company’s standards for excellent customer service and conduct.<br>• Adapt to changing priorities and tasks during the event to meet organizational goals.
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 a skilled Customer Service Representative to join our team on a contract basis in Dublin, California. This role is anticipated to last 3-5 weeks. In this role, you will handle customer inquiries and provide exceptional service, ensuring satisfaction and positive experiences. This position offers an excellent opportunity to contribute to a dynamic financial services environment.</p><p><br></p><p>Customer Service Representative Responsibilities:</p><p>• Respond to customer inquiries promptly and professionally via phone, email, or other communication channels.</p><p>• Handle inbound and outbound calls to address customer needs and resolve issues.</p><p>• Accurately input and update customer orders in the system.</p><p>• Provide clear and helpful information regarding products and services.</p><p>• Maintain a high level of customer satisfaction by addressing concerns and resolving problems efficiently.</p><p>• Follow company policies and procedures to ensure compliance and consistency.</p><p>• Work collaboratively with team members to meet departmental goals.</p><p>• Track and document interactions with customers to maintain accurate records.</p><p>• Escalate complex issues to the appropriate team or supervisor when necessary.</p><p><br></p><p>If you are interested in this Customer Service Representative position, please submit your resume today!</p>
<p>We are looking for a Store Manager to join our team in Fairfield, California. This is a contract-to-permanent position within the wholesale distribution industry. The ideal candidate will oversee customer service operations, ensuring excellent service delivery and maintaining high standards of customer satisfaction. This role requires strong leadership and organizational skills to effectively manage teams, address customer needs, and contribute to the company’s success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage customer service teams to ensure consistent, high-quality customer interactions.</p><p>• Develop and implement strategies to improve customer satisfaction and resolve complaints effectively.</p><p>• Manage scheduling and staffing decisions to ensure adequate coverage and optimal service levels.</p><p>• Conduct regular training sessions to enhance team performance and ensure compliance with company policies.</p><p>• Oversee inventory management and ensure accurate tracking and replenishment of products.</p><p>• Monitor compliance with safety and security protocols, addressing any discrepancies promptly.</p><p>• Conduct market research to identify opportunities for improving customer service and understand competitor practices.</p><p>• Collaborate with loss prevention teams to safeguard company assets and reduce risks.</p><p>• Supervise merchandising efforts to maximize sales and ensure displays meet company standards.</p><p>• Address operational challenges by stepping into various roles as needed during peak times or staffing shortages.</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 Patient Service Representative (Medical Receptionist) to join our team in San Francisco, California. In this contract position, you will play a vital role in ensuring patients receive timely and compassionate support as they navigate mobility equipment services. This role requires excellent customer service skills, attention to detail, and the ability to handle sensitive situations with care.</p><p><br></p><p>This is a contract to hire opportunity!</p><p>8AM-4:30PM Monday-Friday</p><p><br></p><p>Responsibilities:</p><ul><li>this is a heavy phone calling role</li></ul><p>• Coordinate the intake process by collecting patient information, medical documentation, and insurance details.</p><p>• Verify insurance eligibility and benefits for mobility equipment, ensuring all required information is accurate.</p><p>• Submit pre-authorization requests to insurance providers and track approvals to keep patients informed.</p><p>• Collaborate with internal teams to match patient needs with the appropriate equipment and schedule evaluations or fittings.</p><p>• Arrange delivery or pickup of mobility equipment, ensuring timely and accurate service.</p><p>• Maintain detailed patient records while adhering to compliance standards.</p><p>• Provide billing support by ensuring that all documentation is complete for claims processing.</p><p>• Communicate empathetically with patients and caregivers, especially those in vulnerable situations.</p><p>• Work closely with healthcare providers and physician offices to obtain missing documentation.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013308449**</p>
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.
We are looking for a Front Desk Coordinator to join our team on a contract basis in Palo Alto, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring attentive and efficient interactions. This part-time position requires excellent communication skills and the ability to handle multiple tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Greet and assist visitors and clients in a friendly and attentive manner.<br>• Manage a multi-line phone system, including answering inbound calls and directing them appropriately.<br>• Provide concierge services to meet the needs of guests and staff.<br>• Handle switchboard operations efficiently, managing phone lines ranging from 1 to 10.<br>• Maintain an organized and welcoming reception area.<br>• Coordinate scheduling and appointments as needed.<br>• Respond promptly to inquiries and provide accurate information.<br>• Support administrative tasks and collaborate with team members to ensure smooth daily operations.<br>• Uphold company standards and maintain confidentiality in all interactions.
<p>A fast-paced service organization is seeking an experienced <strong>Operations/Manager Administrator</strong> to support daily office and field operations. The ideal candidate brings <strong>2+ years of experience</strong> in customer service, operations, travel support, dispatch, HR, or a related field, along with strong problem-solving skills and schedule flexibility.</p>
<p>We are looking for a detail-oriented Billing/ Payroll Clerk to join our team in Brentwood, California. This is a long-term contract position that requires someone with strong organizational skills to handle billing and customer service and payroll tasks effectively. The ideal candidate will be adept at managing billing processes and interacting with customers in a courteous and efficient manner, and working on payroll files to update. Previous ERP experience a must.</p><p><br></p><p>Responsibilities:</p><p>• Process billing statements accurately and within required timeframes.</p><p>• Handle billing collections and ensure payments are recorded promptly.</p><p>• Provide excellent customer service by addressing inquiries and resolving issues related to billing.</p><p>• Utilize Microsoft Excel to create and manage spreadsheets for billing records and reports.</p><p>• Work with ERP and other billing software to input and retrieve data effectively.</p><p>• Updating payroll files after system conversion, PDF usage key</p><p>• Maintain organized records of billing transactions and ensure compliance with company policies.</p><p>• Assist in preparing monthly and annual billing reports for review.</p><p>• Collaborate with other team members to improve billing processes and customer satisfaction.</p><p>• Troubleshoot and resolve discrepancies in billing statements.</p><p>• Ensure the confidentiality and security of sensitive customer billing information/</p>
<p>Core working hours: 8:00AM - 5:00PM</p><p><br></p><p><strong>Position Summary:</strong></p><p>Robert Half is working with a reputable Property Management company who is looking for a Workplace Coordinator to help manage daily facilities operations and workplace services for a 5-story, Class A building in Oyster Point. This role serves as a frontline workplace ambassador coordinating service delivery responding to workplace needs and supporting overall office operations. Must have good customer service as face to face interaction with tenants is very frequent in this role. Please find the details below and if interested, apply now! We are looking to schedule interviews this week. Do not wait! Apply now. </p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manages daily facilities operations and workplace services for Stripe's offices.</li><li>Ensures an exceptional workplace experience for employees and visitors.</li><li>Coordinates service delivery responds to workplace needs and supports office operations.</li><li>Serves as a frontline workplace ambassador and key point of contact for workplace-related requests.</li><li>Coordinate daily workplace operations cleaning maintenance service delivery.</li><li>Process and manage workplace service requests.</li><li>Serve as primary point of contact for employee inquiries regarding facilities services.</li><li>Coordinate space changes moves adds changes to workstations.</li><li>Manage inventory </li></ul>
We are looking for a dedicated Quality Administrator to join our team in Oakland, California. In this role, you will perform a variety of administrative tasks, ensuring smooth day-to-day operations. This is a long-term contract position offering flexibility in work hours and a collaborative work environment.<br><br>Responsibilities:<br>• Perform repetitive administrative tasks with efficiency and attention to detail.<br>• Utilize Microsoft Office applications including Word, Excel, PowerPoint, and Outlook for daily operations.<br>• Respond to inbound and outbound calls professionally and provide exceptional customer service.<br>• Manage email correspondence and ensure timely follow-ups.<br>• Schedule and coordinate appointments effectively to meet organizational needs.<br>• Handle data entry tasks accurately and maintain organized records.<br>• Work with EHR systems to support administrative processes.<br>• Collaborate with team members to ensure access requirements and permissions are handled appropriately.<br>• Adapt to flexible schedules while maintaining a consistent 40-hour workweek.
We are looking for a Workplace Experience Ambassador to join our team on a contract basis in San Jose, California. This role is ideal for someone who thrives in dynamic, fast-paced environments and is passionate about delivering exceptional customer service while fostering a positive workplace experience. As part of the team, you will be responsible for creating a welcoming and engaging atmosphere for employees and visitors, ensuring smooth daily operations and contributing to a collaborative work environment.<br><br>Responsibilities:<br>• Greet and assist employees and visitors, addressing inquiries and providing information in a detail-oriented and friendly manner.<br>• Coordinate the booking of meeting rooms, equipment requests, and IT support to ensure workplace efficiency.<br>• Organize and support workplace events, including room setup, catering arrangements, and audiovisual requirements.<br>• Maintain workplace amenities such as break rooms, wellness spaces, and lounges, ensuring they are clean, organized, and fully functional.<br>• Promote health and safety protocols, including emergency procedures, proper equipment usage, and hazard reporting.<br>• Foster a sense of community by planning and executing team-building activities and social events.<br>• Utilize customer ticketing systems to track and resolve service requests effectively.<br>• Collaborate with internal teams to optimize workplace processes and enhance employee satisfaction.<br>• Monitor and report on workplace operations to identify areas for improvement and maintain compliance with policies.<br>• Assist in onboarding visitors and employees with technology and workplace-specific software.
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
We are looking for an organized and customer-focused Workplace Coordinator to support daily building operations and enhance the experience for employees and visitors. This role blends reception responsibilities, facilities coordination, and event logistics to ensure a smooth and detail-oriented workplace environment. As a Contract to permanent position, this opportunity offers the chance to grow and contribute to a dynamic team in Santa Clara, California.<br><br>Responsibilities:<br>• Greet and assist visitors, manage check-in procedures, issue security badges, and uphold visitor protocols.<br>• Plan, coordinate, and execute on-site events, including meetings, conferences, and corporate gatherings, ensuring room setups, AV equipment, catering, and signage are handled effectively.<br>• Monitor common areas and meeting rooms for cleanliness and functionality, promptly submitting maintenance requests when needed.<br>• Work with vendors to arrange cleaning, catering, and other services to support workplace operations and events.<br>• Deliver exceptional hospitality and service to employees and guests, ensuring public spaces remain welcoming and detail-oriented.<br>• Organize calendars for meeting spaces and events, ensuring efficient scheduling and room availability.<br>• Maintain inventory levels for office and event supplies, restocking as needed to meet operational demands.<br>• Generate reports and documentation related to facilities and events, ensuring accurate and timely record-keeping.<br>• Support workplace operations by addressing incoming calls, dispatching tasks, and coordinating schedules as required.<br>• Serve as a point of contact for building-related inquiries, fostering effective communication across teams.
We are looking for a detail-oriented Shipping and Receiving Coordinator to join our team in Union City, California. In this role, you will oversee the scheduling and execution of shipping and receiving activities while ensuring seamless coordination with logistics, warehouse, and operations teams. This is a Contract to permanent position within the manufacturing industry, offering the opportunity to contribute to efficient material movement and inventory management.<br><br>Responsibilities:<br>• Coordinate shipping and receiving operations to ensure timely delivery and receipt of goods across warehouse locations.<br>• Collaborate with logistics and customer service teams to schedule outbound shipments based on inventory levels and production needs.<br>• Organize and update receiving schedules for incoming materials and packaging, maintaining records in line with company protocols.<br>• Provide detailed daily reports on shipments, receipts, transfers, and discrepancies to key stakeholders.<br>• Verify inventory availability for shipments by consulting inventory records or liaising with inventory control specialists.<br>• Prepare and review shipping documents for internal transfers and outbound deliveries, ensuring accuracy.<br>• Manage the flow of inbound, outbound, and transfer traffic by working closely with logistics, purchasing, production, and warehousing teams.<br>• Oversee scheduling platforms to set warehouse rules, carrier requirements, and shipment times.<br>• Assist with the reconciliation of inventory discrepancies and maintain data accuracy using inventory tracking systems.<br>• Analyze work processes and recommend improvements to enhance efficiency and quality of service.
We are looking for a detail-oriented Receptionist to join our team in San Francisco, California. In this contract position, you will serve as the first point of contact in a dynamic, open-concept office environment. Your role will involve managing office spaces, coordinating conference room bookings, and delivering exceptional customer service to both internal and external guests.<br><br>Responsibilities:<br>• Oversee office space reservations using scheduling systems such as Manhattan One, ensuring seamless coordination for approximately 25 office spaces, including executive-level bookings.<br>• Greet clients, partners, and visitors upon arrival, maintaining a welcoming and detail-oriented demeanor.<br>• Set up conference rooms for meetings and events, including organizing catering arrangements and ensuring proper configurations.<br>• Place food orders using company resources, manage receipts, and maintain accurate records.<br>• Monitor and update office calendars and schedules to ensure efficient operations.<br>• Collaborate closely with the Hospitality Associate to maintain smooth workflows and build strong relationships.<br>• Provide consistent coverage at the reception desk during business hours, arranging backup during breaks and lunch.<br>• Anticipate guest needs, resolve issues proactively, and deliver outstanding service to a diverse range of personalities.<br>• Handle sensitive and confidential documents with discretion.<br>• Assist with additional administrative projects as assigned, demonstrating flexibility and adaptability.
We are looking for a detail-oriented Accounts Receivable Clerk to join our team in Vacaville, California. This long-term contract position is ideal for someone with strong organizational skills and a commitment to accuracy and meeting deadlines. The role requires excellent communication abilities and proficiency with accounting systems and tools.<br><br>Responsibilities:<br>• Process and post payments to the accounting system based on remittance information or other available data.<br>• Coordinate daily bank deposits and report results to management promptly.<br>• Investigate and reconcile account discrepancies by gathering information from relevant departments.<br>• Communicate and escalate unresolved discrepancies to ensure timely resolution.<br>• Maintain and verify client account details, prepare reports, and summarize receivables.<br>• Create and deliver requested financial reports to support business operations.<br>• Organize and maintain accurate records and filing systems.<br>• Support organizational goals by completing assigned tasks efficiently and accurately.
<p>Robert Half is working with a fun and exciting startup tech company in San Mateo. Our client is looking for someone who wants to gain valuable work experience for a 3 month contract on entry level office work. The duties of the role can be somewhat repetitive, but you will gain valuable skill sets along the way (and earn a paycheck of course). Please find the details below and if interested, apply now! We are looking to set up interview next Monday or Tuesday. Do not wait! Apply now. </p><p><br></p><p>We are looking for a detail-oriented Office Assistant to join our team on a contract basis in San Mateo, California. This role involves supporting our operations by validating critical database information and ensuring accuracy in dispatch number records. You will play a key role in maintaining organized and efficient workflows.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Review spreadsheets containing business names, addresses, and dispatch numbers to ensure data accuracy</li><li>Contact the business to confirm the correctness of associated numbers for specific locations</li><li>Record and update call tree information in the database based on interactions with dispatch centers</li><li>Ensure clear and courteous communication with dispatch centers during calls</li><li>Manage clerical tasks related to document sorting and database management</li><li>Provide timely updates to supervisors on progress and any challenges faced</li><li>Adhere to established procedures and protocols for database validation and record keeping</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>Interested? 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 Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. In this role, you’ll deliver exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new and existing accounts</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions</li><li>Act as liaison between advisors, clients, and middle-office functions</li><li>Schedule client meetings and manage calendars</li><li>Support trading and portfolio rebalancing if licensed</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match</li><li>Medical and dental coverage</li><li>Flexible overtime pay option</li><li>15 vacation days + 5 sick days + NYSE holidays</li></ul>
<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>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>We are looking for a detail-oriented Office Assistant to join our team on a contract basis in Dublin, California. This project-based position is anticipated to last 3-5 weeks. This position involves conducting thorough research, verifying records, and accurately documenting findings to support customer service operations. Ideal candidates will have excellent investigative skills, strong computer proficiency, and a sharp eye for detail.</p><p><br></p><p>Office Assistant Responsibilities:</p><p>• Review and analyze online tickets submitted by the customer service team to address inquiries and claims.</p><p>• Conduct detailed research on customer records, including hours worked, hours paid, check issuance dates, and certified time off.</p><p>• Verify data accuracy and ensure all information is properly documented.</p><p>• Update ticket statuses in the internal system to facilitate follow-ups by customer service representatives.</p><p>• Perform scanning and clerical tasks to organize and maintain records efficiently.</p><p>• Input and manage data using computer systems and research tools.</p><p>• Utilize Smartsheet and other software platforms to track and manage information.</p><p>• Communicate effectively with team members to resolve discrepancies or clarify information.</p><p>• Ensure compliance with organizational standards and procedures while handling sensitive data.</p><p><br></p><p>If you are interested in this Office Assistant role, please submit your resume today!</p>
<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>
