;

42 results for Client Service Associate San Jose in San Jose, CA

Relevance

Date Posted

Create a Job Alert

Email me about new Client Service Associate San Jose jobs in San Jose, CA

Are you sure you want to pass on this job?

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use of technology. This firm offers great career growth opportunities and supports professional development. Competitive compensation. Awesome team.

Responsibilities:

Providing excellent service to clients.
Helping out in client meetings.
Keeping up-to-date with client documentation.
Adhering to regulatory rules.
Processing client transactions accurately and punctually.
Assisting in web calls and international banking support.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

3+ years experience in wealth management (no exceptions).
A history of job stability.
Willingness to work on-site in San Jose.
Excellent communication and problem-solving skills.
Familiarity with tools like Fidelity, Schwab, Salesforce, and Microsoft Office suite.
Series 7 and 65 licenses are a plus, but not necessary

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

42 results for Client Service Associate San Jose in San Jose, CA

Client Service Associate - RIA Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a thriving wealth management firm in San Jose. They're known for their amazing growth, first-class service, and innovative use of technology. This firm offers great career growth opportunities and supports professional development. Competitive compensation. Awesome team. Responsibilities:<ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in web calls and international banking support.</li></ul>Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Senior Client Service Associate **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service AssociateEmployment Type: Full-TimeLocation: Walnut Creek; 5 days on siteSalary: $80-120k + bonus A well-established Wealth Management (RIA) firm is seeking a full-time experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential clients. Join a dynamic, collaborative team that values teamwork and client success! Responsibilities:<ul><li>Working closely with financial advisors to facilitate a smooth onboarding process for new clients.</li><li>Coordinating and managing client and prospect meetings, including scheduling, preparation, and follow-up.</li><li>Maintaining and updating CRM systems to ensure accurate client and prospect records.</li><li>Attending client meetings under the guidance and supervision of a financial advisor.</li><li>Handling client service tasks such as collecting financial planning information, managing account setup and maintenance, and addressing inquiries.</li><li>Engaging and contributing to team meetings and discussions.</li></ul>

Receptionist We are seeking a Receptionist for our location in SAN JOSE, California. As a Receptionist, you will be the first point of contact for our company, providing administrative support across the organization. You will manage the flow of people through the business and ensure that all receptionist responsibilities are completed accurately, delivered with high quality, and in a timely manner. Responsibilities: • Answer, screen, and forward incoming phone calls while providing basic information when needed • Perform other clerical receptionist duties such as filing, photocopying, and faxing • Manage social media postings on platforms such as Facebook • Maintain a detail-oriented and positive demeanor at all times, promoting a friendly and approachable workspace • Show initiative and the ability to see the bigger picture in all tasks undertaken • Utilize Microsoft Outlook and basic office skills to organize and schedule appointments • Take detailed messages and ensure they are directed to the appropriate personnel • Demonstrates strong attention to detail in all tasks, ensuring accuracy and efficiency • Continually eager to learn and retains information quickly and effectively • Offers a contract to permanent employment opportunity.

Attorney/Lawyer A venerable multi-service law firm headquartered in downtown San Jose, is actively recruiting for a mid-level (3-5 years) associate with substantive business litigation experience. We are offering an exciting opportunity to be involved in various aspects of civil litigation, case management, and document management. This role requires the application of established legal skills and knowledge. Responsibilities: • Preparing and processing legal documents such as pleadings, discovery demands, and responses• Participating in court appearances and taking on the task of defending depositions• Engaging in motion practice and maintaining a strong working knowledge of the California Code of Civil Procedure and Evidence Code• Preparing for and participating in mediations and settlement negotiations• Utilizing case management software and other document management tools for organizing and managing legal documents• Handling and resolving customer inquiries and complaints efficiently• Monitoring customer accounts and taking appropriate action when necessary• Administering claims and conducting briefings as per the requirements of the case• Negotiating settlements and conducting depositions as part of the legal process.

Office Services Associate We are offering a short-term contract employment opportunity for an Office Services Associate in San Francisco, CA. This role operates within the industry, focusing on a variety of office services functions. The position involves client interaction, as the workplace is a location where clients visit frequently. Responsibilities:• Handle copy, print, and scan jobs, ensuring efficient and accurate completion • Crosstrain in various areas to diversify skillset and enhance service provision • Maintain a client-facing role, ensuring detail oriented and courteous interaction with customers • Collaborate with a small team to ensure smooth operations at the site • Report to the supervisor, maintaining open and detail-oriented communication • Utilize digital and paper-based systems for reprographic and mail services • Support in hosting events, ensuring detail-oriented presentation and organization • Adhere to and implement back-office procedures to maintain client satisfaction • Handle sensitive and confidential documents and information with care and discretion • Solve problems independently, escalating to a supervisory level when necessary • Work well in a fast-paced environment, managing time effectively to meet deadlines • Maintain a positive, can-do attitude, contributing to a harmonious team environment.

Front Desk Coordinator We are accepting applications for the position of Front Desk Coordinator located in San Jose, California, United States. In this role, you will play a crucial part in overseeing front desk operations, managing online reservations, and ensuring guests arrive promptly for events. You will also communicate with maintenance vendors, conduct orientations, and guide tours of the facility. This position offers a long-term contract employment opportunity. Responsibilities: • Be stationed at the front desk, providing outstanding customer service and support. • Manage online reservations to ensure seamless operations and guest satisfaction. • Oversee event schedules, ensuring guests arrive punctually. • Communicate with maintenance vendors to address and resolve facility issues. • Conduct orientations and guide tours of the office space. • Work together with the day porter, reporting any issues or concerns. • Ensure the smooth running of the front desk operations. • Utilize Microsoft Office tools and email correspondence for daily tasks and communication. • Maintain a detail-oriented and welcoming environment at all times. • Ensure fair treatment of all guests and staff.

Customer Service Representative We are offering a permanent employment opportunity for a Customer Service Representative in San Francisco, California. Operating within the dynamic industry, this role requires a dedicated individual who can handle customer queries, ensure accurate record-keeping, and contribute to process improvement. Responsibilities: • Accurately and efficiently handle customer inquiries primarily through email, and also via phone and chat. • Monitor customer accounts and provide feedback on customer sentiment and trends to help the team improve services and address recurring issues. • Continuously stay updated on new product features and company updates to provide customers with accurate and relevant information. • Collaborate with cross-functional teams to advocate for customer needs and improve overall experience. • Analyze customer feedback and trends to drive continuous improvement initiatives. • Develop, refine, and suggest process improvements, including enhancements to internal and customer-facing documentation, to boost efficiency and reduce contact rates. • Develop and document best practices to standardize issue resolution and enhance team productivity.

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate in San Francisco, California. The successful candidate will be part of an industry that requires proficient management of office functions and operations. The role will involve a variety of tasks including answering inbound calls, overseeing office procedures and policies, and maintaining a well-functioning office environment. Responsibilities: • Efficiently manage inbound calls using a multi-line phone system. • Receive and sort mail and deliveries, ensuring they reach the correct recipient. • Maintain comprehensive and current phone lists for easy access and reference. • Handle additional projects as assigned, demonstrating adaptability and a willingness to take on new challenges. • Safeguard sensitive and confidential documents and information, ensuring privacy and security. • Liaise effectively with managers and clients, addressing any job or deadline issues promptly. • Keep the office tidy and well-maintained, including setting up and breaking down conference rooms. • Ensure that kitchen supplies are replenished regularly and order supplies for meetings when necessary. • Operate office machinery such as scanners to digitize documents and maintain quality assurance. • Exhibit excellent written and verbal communication skills, including detail oriented telephone and email etiquette.

Customer Service Representative Temporary Administrative Support Needed (3-6 Months)Robert Half is seeking a temporary Administrative Support Professional for a 3 to 6-month assignment, with the potential for extension depending on business needs.Key Responsibilities:<ul><li>Managing and organizing incoming communications (e.g., phone calls, emails).</li><li>Maintaining and organizing files and records.</li><li>Performing data entry and maintaining databases.</li><li>Supporting project coordination and reporting tasks.</li><li>Providing general office support to our Customer Service Representatives as needed.</li></ul>

Office Services Associate We are offering a short term contract employment opportunity for an Office Services Associate. In this role, you will be responsible for a variety of office duties including hospitality, reception, and repro mail. You will also be expected to provide excellent customer service, maintain accurate records, and handle office equipment effectively. Responsibilities: • Manage reception duties such as answering phone calls and interacting with customers • Oversee office services including copy, print, scan, and binding repro • Handle food setup in conference rooms and kitchen, ensuring cleanliness and order • Ensure that dirty dishes are placed in the dishwasher at the end of the day and are taken out the next morning • Manage postage on mail, coordinating delivery and pickup with FedEx • Travel for assistance when required • Maintain a detail-oriented demeanor under pressure and exhibit a proactive approach in interactions • Ensure customer-oriented service and presentability during interactions • Ensure the office environment is kept organized and efficient • Maintain accurate logs and records of office activities and customer interactions.

Senior Associate - Due Diligence **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior AssociateEmployment Type: Full-TimeLocation: San Francisco (FiDi); Hybrid 3-4x in officeSalary: $110-120k base + Bonus Our client, a leading advisory firm specializing in due diligence for mergers and acquisitions, is seeking a Senior Associate to join their dynamic team. This is an exciting opportunity for a finance professional who thrives in a fast-paced environment, enjoys analyzing complex transactions, and wants to play a critical role in high-profile M& A deals. As a Senior Associate, you will work closely with corporate and private equity clients, conducting in-depth financial due diligence, assessing risks and opportunities, and providing strategic insights to support investment decisions. You’ll gain hands-on experience in deal execution while collaborating with a team of seasoned M& A professionals. Responsibilities:<ul><li>Conduct financial due diligence on potential acquisitions, identifying key financial trends, risks, and value drivers.</li><li>Analyze financial statements, operational data, and industry benchmarks to assess business performance and deal viability.</li><li>Prepare detailed reports and presentations summarizing findings and recommendations for clients.</li><li>Collaborate with clients, senior leadership, and cross-functional teams to provide strategic financial insights.</li><li>Support deal structuring, working closely with investment teams and other stakeholders.</li><li>Stay up to date with market trends and industry developments to provide data-driven recommendations.</li></ul>

Temporary Dental Front Desk Robert Half has an immediate need for a Front Desk Administrator for a dentist's office in San Carlos. Our client is a small, friendly, and patient-focused dental practice committed to providing high-quality dental care in a welcoming and comfortable environment. Their team is looking for a customer focused Front Desk Receptionist to be the first point of contact for our patients and ensure smooth operations at the front office. Please find the duties below and if interested, apply now. Our client is looking for immediate support. Do not wait, apply now! Responsibilities: <ul><li>Greet patients warmly, manage appointment scheduling, and handle phone inquiries with professionalism and care</li><li>Provide exceptional customer service and create a welcoming atmosphere for patients</li><li>Manage patient records, handle billing and insurance processing, and ensure smooth office operations</li></ul>

Medical Customer Service Rep We are in the process of hiring a Medical Customer Service Rep at our Newark, California location. As part of our team, the chosen candidate will be responsible for answering customer inquiries via phone and email, maintaining customer records, and processing credit applications. This role also necessitates the execution of additional tasks as required within the established procedures. Responsibilities:<ul><li>Answer telephone calls and emails, providing information related to invoice status, check details, and Accounts Payable inquiries.</li><li>Direct calls requiring additional assistance to the appropriate departments and ensure follow-ups are completed.</li><li>Assist the Accounts Payable department with vendor statement reconciliations.</li><li>Date-stamp and sort invoices daily upon receipt in the Accounts Payable department.</li><li>Enter invoices requiring approval into the system for accurate record-keeping.</li><li>Ensure customer inquiries are resolved efficiently and that follow-ups are conducted.</li><li>Maintain and organize department supplies.</li><li>Adhere to Service Standards to ensure quality customer interactions.</li><li>Scan invoices requiring approvals and upload them to appropriate folders daily.</li><li>Sort, file, and retrieve documents as needed.</li></ul>

Customer Service Representative We are expanding our team in Hollister, California, and are looking for a Customer Service Representative to join us on-site. In this role, you will be the first point of contact for our clients, ensuring they have an exceptional customer service experience. Your main duties will include welcoming guests, scheduling and managing appointments, and handling a variety of administrative tasks. Responsibilities: • Welcome guests upon their arrival at our premises and guide them to the appropriate sales representative • Schedule and coordinate appointments for clients • Manage administrative tasks such as contacting food truck companies and gathering quotes • Ensure snacks and bottled water are available for guests • Record customer interactions through Salesforce and Microsoft Outlook • Maintain a detail-oriented appearance in line with our dress code, which includes wearing a neat shirt, slacks, and closed-toe shoes • Show adaptability and flexibility in various situations • Enjoy interacting with the public and consistently provide excellent customer service • Monitor customer accounts and take necessary action when required • Process customer credit applications accurately and efficiently • Keep accurate records of customer credit.

Customer Assistant Our client is specifically looking for candidates who have:· Six-months of customer service experience· Healthcare experience preferred but not required· High school diploma or GED equivalent Experience· Type 40 words per minute (Will need to take a typing assessment)· Excellent customer service skills· Demonstrated knowledge of proper English grammar in speaking and writing· Effectively listen to resolve patient's/customers inquiries· Maintain respect and composure in stressful situations· Navigate complex software tools and accurately input data· Effectively document caller notes into the medical record· Ability to adjust communication to fit the needs and level of understanding of the receiver· Ability to apply business logic to resolve patient/customer issues while managing multiple priorities

Member Services Representative We are offering a long-term contract employment opportunity for a Member Services Representative in Sunnyvale, California. This role is situated within the financial industry and will not be remote. In this position, you will be required to handle cash and provide services akin to those provided by establishments like Starbucks. Responsibilities: • Accurately process member transactions such as deposits, withdrawals, account transfers, loan payments, cash advances, and more. • Actively cross-sell Credit Union products and services to meet member’s needs. • Maintain, safeguard, and balance cash drawer and all negotiable instruments. • Respond to basic member inquiries regarding Credit Union products, services, policies, procedures, and general financial institution processes. • Prepare the branch for daily opening and closing procedures. • Handle stop payment requests, completion of CTRs, member password updates, statement copy requests, cross-member transfer requests, and wire requests. • Process daily night depository items. • Assist other branches and departments as needed. • Manage sub-account openings, IRA contributions, address change requests, check order requests, account closures, and issuance of Cashier Checks. • Maintain a strong service culture by providing excellent internal and member service. • Adapt to a fast-paced environment while handling multiple tasks and competing priorities. • Demonstrate proficiency with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.

Receptionist Receptionist position available via Robert Half We are offering a long-term contract employment opportunity for a Receptionist in San Francisco, California, United States. This role involves a high level of engagement with various tasks including administrative duties and event coordination. Responsibilities: • Conducting regular office checks to ensure facilities are in order• Assisting with event planning and execution, ensuring smooth operation of activities• Providing support for catering needs, including food arrangement• Performing receptionist duties including screening and directing visitors• Utilizing Microsoft Office Suite for various administrative tasks• Coordinating meetings and maintaining an efficient front desk• Reporting any facility issues, such as damages or malfunctions, to the appropriate team. ** 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# 00419-0013181426 **

Receptionist We are offering a short term contract employment opportunity for a Receptionist in San Francisco, California. In this role, you will be a pivotal figure in our office operations, managing office bookings, maintaining schedules and calendars, and ensuring a seamless experience for partners and clients. This role is primarily based at a desk, with a backup provided for breaks and lunches. Responsibilities: • Manage the booking requests for 25 office spaces using Manhattan One. • Greet and receive partners or clients, ensuring reservation details are accurate. • Handle room configurations and setups for different occasions. • Oversee catering or food ordering for office events and meetings. • Maintain up-to-date schedules and calendars, ensuring efficient office operations. • Answer and transfer calls on a multi-line phone system, maintaining detail-oriented communication at all times. • Accept and sort mail, as well as handle deliveries. • Handle sensitive and/or confidential documents and information with discretion. • Communicate with managers and clients on job or deadline issues. • Take on additional projects as assigned, exhibiting adaptability and initiative.

Data Collector We are offering a long term contract employment opportunity for a Data Collector in the San Francisco, California region. This role is primarily in the technology industry, focusing on testing a mechanical gripping device for product development. The job involves a physical aspect and requires individuals to be comfortable using their arms throughout the day. The Data Collector will also be required to commute around various sites in San Francisco. Responsibilities: • Testing a mechanical gripping device by lifting household items and providing feedback to the engineering team. • Continuously standing and being on your feet for extended periods. • Picking up household items like plates and glasses over your head for testing purposes. • Handling a device that weighs approximately 7lbs for the majority of the day. • Working with minimal communication with the engineering team and operating autonomously. • Traveling between various sites within San Francisco and South San Francisco for work, requiring the use of a personal vehicle. • Participating in a two-day training session at the headquarters before being deployed to the on-site location. • Utilizing skills in Administrative Assistance, Customer Service, Data Entry, and Order Entry.

Data Collector We are offering a long term contract employment opportunity for a Data Collector in San Francisco, California. This role is within the industry of product development and includes a physical aspect of testing a mechanical gripping device. The successful candidate will be working autonomously and will be required to commute around the city. Responsibilities: • Test and provide feedback on a mechanical gripping device, lifting household items for product development • Work independently with minimal communication with the engineering team • Undertake training at the headquarters for the first two days before being deployed onsite • Commute around San Francisco and South San Francisco, requiring personal vehicle for transportation • Stand for long periods of time throughout the day • Handle household items like plates and glasses over their heads, using a 7lb device • Adapt to different site locations within the city • Utilize skills in Administrative Assistance, Customer Service, Data Entry, and Order Entry.

Data Collector We are offering a long term contract employment opportunity for a Data Collector in San Francisco, California. This role is primarily within the product development industry and involves testing a mechanical gripping device. The job environment will require commuting around San Francisco and South San Francisco, hence necessitating the need for a personal car. Responsibilities: • Conduct testing of a mechanical gripping device by lifting household items. • Provide valuable feedback to the engineering team to aid product development. • Ensure proper usage of the device which includes lifting items over the head. • Maintain a high level of physical activity as the role involves standing and moving for extended periods. • Manage tasks independently with minimal communication with the engineering team. • Ensure safe handling of the device, which weighs approximately 7lbs. • Participate in initial training at the headquarters before deployment to the onsite address. • Navigate efficiently between multiple sites in San Francisco using personal transportation. • Provide administrative assistance and customer service as needed. • Perform data and order entry tasks as required.

Data Collector We are offering a long term contract employment opportunity for a Data Collector in San Francisco, California. This role is within the industry of product development testing, where the selected candidate will be involved in real-world testing of a mechanical gripping device, providing feedback to the engineering team. The job requires physical activity and autonomous work, with shifting work sites within San Francisco. Responsibilities: • Testing a mechanical gripping device by lifting household items and providing feedback to the engineering team. • Being ready for physical activity as the role involves standing and lifting objects for extended periods. • Handling the device which weighs around 7lbs, using it to lift various household items including plates and glasses. • Operating autonomously without continuous communication with the engineering team. • Adapting to changing work locations within San Francisco, requiring the use of a personal vehicle for commuting. • Undergoing initial training at the headquarters before being deployed onsite. • Providing administrative assistance as needed in terms of data entry and order entry. • Maintaining a focus on customer service throughout all activities.

Data Collector We are seeking a dedicated Data Collector to join our dynamic team. This role is based in San Francisco, California and offers a long-term contract employment opportunity. As a Data Collector, your primary role will be to test a mechanical gripping device, provide feedback to the engineering team, and handle various household items. This role requires physical activity, and the ability to work independently with minimal supervision. Responsibilities: • Testing a mechanical gripping device through practical application • Lifting and handling various household items such as plates, glasses, etc. • Providing constructive feedback to the engineering team for product development • Working independently with minimal communication with the engineering team • Transporting between multiple sites within San Francisco and South San Francisco • Managing and maintaining accurate data records • Offering customer service and administrative assistance when necessary • Handling and processing customer credit applications • Monitoring customer accounts and taking appropriate action when necessary.

Collections Specialist (AR) Position Overview:The Collections Specialist will be responsible for managing customer accounts, overseeing accounts receivable activity, and ensuring timely collection of outstanding invoices. The ideal candidate will possess strong communication, negotiation, and problem-solving skills, with an in-depth understanding of collections processes, systems, and best practices. Key Responsibilities:<ul><li>Monitor and manage accounts receivable to ensure timely payment of outstanding invoices</li><li>Conduct a high volume of outbound calls and send email correspondence to customers to resolve overdue accounts and collect payments</li><li>Investigate and resolve billing discrepancies in collaboration with customers and internal departments.</li><li>Prepare, analyze, and deliver detailed aging reports and summaries to management on account statuses</li><li>Maintain accurate and detailed records of all collection communications in the company's financial systems</li><li>Negotiate and establish payment plans, as necessary, to facilitate collections and reduce delinquencies.</li><li>Respond promptly to customer inquiries and concerns regarding account balances and billing issues.</li><li>Collaborate with teams such as sales, customer service, and accounting to address disputes and improve the collection process.</li><li>Support month-end and quarter-end activities, ensuring all receivables are reconciled correctly.</li><li>Recommend accounts for write-offs and coordinate with management on recovery efforts where applicable.</li><li>Maintain a high degree of professionalism, ethical communication and confidentiality both internally and with customers</li></ul>

Customer Care Representative We are offering a long-term temporary opportunity for a Customer Care Representative within the construction industry in Mountain House, California. This role involves managing customer relations, coordinating with construction staff, and overseeing the completion of tasks related to new home developments. Responsibilities: • Supervise the repair tasks performed by subcontractors post handover of the homes to homeowners.• Conduct thorough checks of homes, creating a detailed list of tasks for construction prior to delivering the home to the customer.• Manage the operation of walk-through repairs in coordination with construction staff and contractors, ensuring completion within a stipulated timeframe.• Schedule home inspections with homeowners, evaluate routine warranty claims and ensure all service requests are completed within a given period.• Provide timely and accurate updates to the Customer Care Manager regarding progress and scopes of work.• Maintain a positive relationship with homeowners by providing detail oriented, timely, and services.• Evaluate the performance of subcontractors and the quality of materials used, updating the Customer Service Manager accordingly.• Participate in the emergency on-call rotation service schedule.• Work cooperatively with the Customer Service Manager on special projects as needed.• Attend and participate in department meetings regularly.• Maintain meticulous service request logs and documentation of all work performed. Please call 209.279.5269 for immediate consideration

Next Results Page