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32 results for Client Service Associate East Bay in Danville, CA

Client Service Associate - Hybrid; 2 Days onsite
  • Walnut Creek, CA
  • remote
  • Permanent
  • 70000.00 - 100000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite</strong></p><p> </p><p>Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.</p><p>You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-02-28T00:48:41Z
Client Service Associate - 2 Days Onsite
  • San Carlos, CA
  • remote
  • Permanent
  • 75000.00 - 120000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management | San Carlos| Hybrid; 2 Days onsite </strong></p><p> </p><p>Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.</p><p> </p><p>The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-02-28T01:08:42Z
Client Service Associate - Indep. RIA - 2 Days onsite
  • San Carlos, CA
  • onsite
  • Permanent
  • 80000.00 - 110000.00 USD / Yearly
  • <p>Boutique Wealth Management Firm | <em>2 days on-site / 3 days from home!</em></p><p><br></p><p>A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul><p><br></p>
  • 2026-03-03T21:23:48Z
Associate
  • Oakland, CA
  • onsite
  • Permanent
  • 115000.00 - 225000.00 USD / Yearly
  • <p>Robert Half is recruiting an Associate Attorney to prosecute products liability cases on behalf of our national plaintiffs' personal injury practice with an office in the East Bay. Our client law firm has grown steadily over the past decade due to effective marketing and referrals.</p><p><br></p><p>Trial experience (as 1st or 2nd chair) is a big plus, but the client at minimum needs litigators who have conducted depositions. Strong research and writing skills are a must. Spanish language fluency is also a huge assist, but not required. This position is partnership track. The soft skills needed are self-starter, soft touch, organized, and prepared. There is travel for appearances and meeting clients, even out-of-state.</p><p><br></p><p>Base salary goes from $120,000+/yr. for 2nd yr with junior case management experience to $225,000+/yr for good 1st chair experience. Annual bonus can be $10,000 - 75,000+, depending on quality and volume of case work. Benefits include 401k w/ 3% match, phenomenal health insurance - the firm pays 100% of employee plus family in addition to putting in enough $ into an HSA to cover the year's deductible! They also provide a laptop/cell phone/paid parking.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-02-11T18:08:46Z
Attorney/Lawyer
  • Pleasanton, CA
  • onsite
  • Permanent
  • 130000.00 - 200000.00 USD / Yearly
  • <p>Are you looking to advance your career in a collegial and supportive environment that prioritizes work-life balance, long-term growth, and meaningful, engaging work? A reputable East Bay firm is seeking a Business and Real Estate <strong>Litigation Associate</strong> to join their team of dedicated professionals.</p><p><br></p><p>This is a fantastic opportunity to work on complex business and real estate litigation cases without the stress of overwhelming billable requirements. With a focus on collaboration, professional development, and achieving exceptional results for clients, they offer a unique chance to grow your practice in a firm where your contributions will truly be valued. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Manage litigation cases involving business and real estate disputes from inception through trial.</p><p>• Conduct in-depth legal research and draft high-quality motions, briefs, and other legal documents.</p><p>• Lead and participate in depositions, hearings, and settlement negotiations.</p><p>• Develop litigation strategies and provide strategic advice to clients throughout the legal process.</p><p>• Collaborate with team members to ensure comprehensive case preparation and representation.</p><p>• Handle discovery processes, including drafting and responding to discovery requests and managing document reviews.</p><p>• Represent clients in court proceedings, including trials and mediations, with a focus on achieving favorable outcomes.</p><p>• Stay updated on legal trends and developments relevant to business and real estate law.</p>
  • 2026-02-12T22:14:14Z
Customer Service Representative
  • Oakland, CA
  • onsite
  • Temporary
  • 19.00 - 21.00 USD / Hourly
  • We are looking for a motivated and detail-oriented Customer Service Representative to join our team in Oakland, California. This long-term contract position involves providing exceptional support to restaurant and grocery partners, ensuring smooth onboarding, and fostering product adoption through consultative conversations. The role requires someone who excels in video-based customer interactions and thrives in a fast-paced, client-facing environment.<br><br>Responsibilities:<br>• Conduct a high volume of video calls daily, managing up to 16–20 calls lasting 20–30 minutes each, with some extended calls as needed.<br>• Handle a mix of inbound and outbound calls, including assisting grocery partners and following up with clients.<br>• Guide new customers through onboarding processes, including account setup, navigation of the ordering platform, and resolving order-related inquiries.<br>• Provide clear explanations of program details, invoices, and other materials to ensure clients have a thorough understanding.<br>• Engage in consultative conversations to identify client needs and recommend suitable package options.<br>• Deliver excellent customer service by addressing questions, offering solutions, and enhancing customer satisfaction.<br>• Adhere to established workflows for callback schedules and maintain detailed records in internal systems.<br>• Ensure all follow-up tasks are completed in a timely and organized manner.<br>• Collaborate with clients to increase adoption of platform features and maximize their experience.
  • 2026-03-03T18:58:43Z
Associate Attorney
  • Pleasanton, CA
  • onsite
  • Permanent
  • 120000.00 - 145000.00 USD / Yearly
  • <p>Robert Half is recruiting an Associate for the East Bay office (near BART / some telecommute) of its large regional law firm client. The ideal candidate will have 1-5+ years of experience in Education Law, Labor & Employment, or even Public Entity representation. This Associate would work alongside experienced labor & employment (L& E) practitioners defending claims and doing investigations at private and public sector workplaces and university campuses (incl. some Title IX work). Qualifications include strong research, excellent writing and oral advocacy skills, and preferably experience appearing in administrative hearings and doing on-site investigations. </p><p><br></p><p>This is a unique direct-hire, partnership-track opportunity to build an education law practice at a leading firm representing public school and community college district clientele. The target base salary is $120,000 - 145,000+/yr., DOE, plus monthly productivity bonuses and an annual discretionary bonus totaling $15,000 to $40,000/yr. Good benefits, including the firm’s profit-sharing contributions to the retirement plan, are part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-02-26T17:18:43Z
Advisor Track for RIA Firm!
  • San Ramon, CA
  • remote
  • Permanent
  • 75000.00 - 90000.00 USD / Yearly
  • <p>Are you an Associate Financial Advisor or Financial Planning Associate ready to take the next step in your career? This is a unique opportunity to join a high-performing team with a defined path toward building and leading your own book of business.</p><p>Jennifer Fukumae with Robert Half Financial Services is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated Financial Advisor to support a recognized Principal. This role is ideal for an early-career advisor with a solid planning foundation who thrives in a fast-paced environment and values delivering a high-touch, fiduciary client experience.</p><p><strong>Position Overview</strong></p><p>As a Financial Advisor, you will act as a strategic partner in delivering comprehensive wealth management services. You will work directly with clients, contribute to customized financial planning and investment strategy execution, and ensure seamless follow-through on planning initiatives. While you will not initially provide independent investment recommendations, you will quickly become a trusted client contact and play a central role in relationship management and planning execution.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning & Advisory Support</strong></p><ul><li>Partner with senior advisors to deliver fiduciary-based wealth management services</li><li>Develop financial plans including retirement projections, cash flow modeling, and long-term strategy development</li><li>Conduct portfolio analysis and support asset allocation and rebalancing efforts</li><li>Attend client meetings, document recommendations, and oversee follow-up execution</li><li>Assist with client onboarding and ongoing relationship development</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries</li><li>Manage proactive and responsive client communications</li><li>Coordinate account openings, asset transfers, and custodial documentation</li><li>Prepare meeting agendas and presentation materials</li></ul><p><strong>Operations & Compliance</strong></p><ul><li>Maintain accurate CRM records (Tamarac preferred)</li><li>Liaise with custodians and third-party partners</li><li>Process account paperwork including openings, transfers, and updates</li><li>Ensure adherence to RIA compliance and regulatory standards</li></ul>
  • 2026-02-16T01:48:42Z
Customer Service Representative
  • Oakland, CA
  • remote
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • <ul><li>Respond to customer inquiries via phone, email, chat, or in-person in a professional and timely manner.</li><li>Resolve issues related to product orders, billing, account information, shipping, and general troubleshooting.</li><li>Escalate complex issues to the appropriate department or supervisor when necessary.</li><li>Document all customer interactions and maintain accurate records in customer management systems.</li><li>Process returns, exchanges, refunds, and other service requests according to company policies.</li><li>Provide product and service information to customers, highlighting features and benefits.</li><li>Meet or exceed performance metrics related to customer satisfaction, response time, and issue resolution.</li><li>Participate in training sessions to stay current on products, services, and best practices.</li></ul>
  • 2026-02-28T00:18:43Z
Customer Service Representative
  • Tracy, CA
  • remote
  • Temporary
  • 19.00 - 21.00 USD / Hourly
  • We are looking for a dedicated Customer Service Representative to join our team in Tracy, California. In this long-term contract position, you will serve as a pivotal link between customers, sales, manufacturing, and shipping operations. Your role will involve ensuring seamless communication with clients while supporting production processes to achieve timely deliveries and excellent customer satisfaction.<br><br>Responsibilities:<br>• Handle customer orders, whether received directly or through account managers, ensuring accuracy and timeliness.<br>• Place orders for materials and supplies required for production, coordinating with procurement teams.<br>• Maintain consistent communication with customers regarding order statuses, quotations, changes, confirmations, as well as addressing complaints and inquiries.<br>• Process purchase orders, manage account credits, and update customer information in company systems.<br>• Collaborate with production teams to meet delivery schedules and uphold customer expectations.<br>• Utilize organizational systems to monitor and support on-time deliveries.<br>• Manage multiple accounts for small to medium-sized customers with diverse and complex needs.<br>• Work closely with manufacturing staff to understand production processes and align customer requirements.<br>• Support sales and shipping operations to ensure smooth workflows and customer satisfaction.
  • 2026-03-02T14:28:42Z
Financial Advisor - RIA Firm
  • San Ramon, CA
  • remote
  • Permanent
  • 80000.00 - 100000.00 USD / Yearly
  • <p>Are you an Associate Financial Advisor or Financial Planning Associate looking for the next step in your career? I have a unique opportunity to join a high-performing team with a structured path to building and leading your own book of business.</p><p> </p><p><strong>Jennifer Fukumae with Robert Half Financial Services Group </strong>is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated and detail-oriented <strong>Financial Advisor</strong> to support a recognized Principal. <strong>This role is ideal for an early-career advisor who has a strong foundation in financial planning, thrives in a fast-paced environment, and values delivering a high-touch, fiduciary client experience.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><p><strong>Financial Planning &  Advisory Support</strong></p><ul><li>Support senior advisors in delivering comprehensive, fiduciary-based wealth management services</li><li>Develop customized financial plans, including retirement forecasting, cash flow modeling, and long-term planning</li><li>Conduct portfolio analysis and support asset allocation and rebalancing strategies</li><li>Participate in client meetings, take detailed notes, and ensure timely follow-up on action items</li><li>Document planning recommendations and coordinate implementation</li><li>Assist with onboarding new clients and strengthening ongoing relationships</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries and provide high-level service support</li><li>Manage proactive and responsive client communication</li><li>Help coordinate account openings, asset transfers, and custodian paperwork</li><li>Prepare meeting agendas and presentation materials</li></ul>
  • 2026-02-14T00:44:05Z
Associate Attorney
  • Oakland, CA
  • onsite
  • Permanent
  • 125000.00 - 250000.00 USD / Yearly
  • <p>Robert Half is recruiting Associate Attorney for a top-regarded, mid-sized personal injury law firm with a beautiful office in the East Bay. The firm is well-regarded for its commitment to its deserving clientele and the achievement of excellent results (verdicts and settlements) for them and their families.</p><p><br></p><p>The following are the qualifications for the Associate opportunity:</p><p>• 2+ years of civil litigation experience, preferably in a personal injury or products liability practice;</p><p>• Good range of case management experience, including intake, preparation of complaints, discovery, some taking and defending depositions (preferred, but not required), law and motion, drafting / opposing dispositive motions (e.g., MSJs/MSAs), and ideally trial preparation, mediation, and settlement negotiation experience;</p><p>• Plaintiff-side experience is preferred, but associates with defense experience are encouraged to apply if they have a proven interest in prosecuting injured workers’ / consumers’ rights;</p><p>• Persuasive legal writing and advocacy skills;</p><p>• Spanish language fluency is a big plus;</p><p>• Willing and able to travel often to meet clients, attend depositions, and make court appearances; and</p><p>• Active and in good standing with the State Bar of California.</p><p><br></p><p>Make no mistake! This is a unique opportunity with a firm that has an excellent reputation and offers an unparalleled benefits package (including 100% paid for medical / dental / vision / Life / disability insurance coverage &  Firm pays an additional 25% of annual total comp into a retirement pension plan). Our client is offering a base salary of $135,000 – 225,000+/yr., DOE, and bonus compensation. Again, the firm’s employment benefits are unbeatable! </p><p><br></p><p>For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-02-11T18:08:46Z
Corporate Associate
  • San Francisco, CA
  • onsite
  • Permanent
  • 160000.00 - 240000.00 USD / Yearly
  • <p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables).  </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building.  </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-02-11T18:08:46Z
Customer Service Representative
  • San Francisco, CA
  • remote
  • Temporary
  • 20.00 - 21.00 USD / Hourly
  • We are looking for a motivated and detail-oriented Customer Service Representative to join our team on a contract basis. This short-term position involves supporting a high-volume outreach project aimed at gathering essential identification data from a global customer base. This is a remote role requiring exceptional communication skills and the ability to meet performance targets in a fast-paced environment.<br><br>Responsibilities:<br>• Conduct outbound calls to customers, following established scripts and communication guidelines.<br>• Request and gather identification numbers from customers with accuracy and professionalism.<br>• Record collected data into designated tracking systems or forms.<br>• Maintain detailed and organized logs of daily call activities.<br>• Achieve daily outreach volume goals while ensuring quality interactions.<br>• Adapt to the needs of a global customer base, maintaining professionalism and cultural sensitivity.<br>• Collaborate with team members to meet project deadlines and objectives.<br>• Ensure compliance with company protocols and standards during customer interactions.<br>• Utilize provided tools and resources effectively to streamline outreach activities.
  • 2026-02-19T22:08:51Z
Customer Service Representative
  • San Jose, CA
  • onsite
  • Contract / Temporary to Hire
  • 26.13 - 30.25 USD / Hourly
  • We are looking for a dedicated Customer Service Representative to join our team in San Jose, California. In this Contract to permanent position, you will play a vital role in assisting prospective students by providing accurate information about our programs and guiding them through the admissions process. This opportunity is perfect for someone who thrives in a fast-paced environment and enjoys building strong relationships with customers.<br><br>Responsibilities:<br>• Handle inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards.<br>• Respond promptly to web inquiries and incoming calls, ensuring all potential students receive accurate and timely information.<br>• Proactively identify and engage new leads when not addressing outstanding inquiries or working with current prospects.<br>• Follow up with individuals who did not schedule or attend interviews, as well as those who did not complete the enrollment process.<br>• Conduct interviews with students, adhering to company policies and utilizing approved materials during the process.<br>• Assist students in matching their needs and goals with suitable programs, offering guidance on the college’s benefits and advantages.<br>• Collaborate with admissions management to ensure they are informed about the motivations and concerns of potential students.<br>• Act as a liaison between students and the campus, helping them complete enrollment forms and ensuring compliance with documentation requirements.<br>• Mentor and advise students, helping them identify their unique skills and interests to support their academic and career goals.<br>• Address routine inquiries and resolve minor issues, ensuring satisfaction for students while complying with company policies and legal requirements.
  • 2026-03-03T00:38:45Z
Customer Service Representative
  • Fremont, CA
  • onsite
  • Contract / Temporary to Hire
  • 26.13 - 30.25 USD / Hourly
  • We are looking for a motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will play a key part in guiding prospective students through the admissions process by providing accurate information about programs, entrance requirements, and academic standards. This is a contract-to-permanent position located in Fremont, California, offering the opportunity to make a meaningful impact on students' educational journeys.<br><br>Responsibilities:<br>• Respond promptly to inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards.<br>• Conduct follow-up with potential students who have expressed interest but have not scheduled or attended interviews.<br>• Initiate outreach to generate new leads and build relationships with prospective students.<br>• Schedule and lead interviews with students, ensuring adherence to company policies and procedures.<br>• Match program offerings to students’ goals, qualifications, and aspirations, while explaining the benefits and advantages of the institution.<br>• Act as a liaison between students and campus departments, assisting with enrollment forms and ensuring smooth transitions.<br>• Collaborate with admissions management to address student concerns and motivations effectively.<br>• Provide basic guidance and advice to students regarding program eligibility and admissions processes.<br>• Mentor students to help them identify their interests and strengths, supporting their educational decision-making.<br>• Address routine questions and concerns from students, ensuring resolution in compliance with policies and procedures.
  • 2026-03-03T00:38:45Z
Customer Service Support
  • Menlo Park, CA
  • onsite
  • Temporary
  • 21.00 - 28.00 USD / Hourly
  • <p><strong>Customer Service Support </strong></p><p>The friendly problem‑solver who ensures every customer feels heard, supported, and taken care of. This role handles inquiries, resolves issues quickly, and keeps communication clear across phone, email, and chat.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Communication & Service Excellence</strong> — Delivers prompt, professional support with a helpful, solutions‑focused approach.</li><li><strong>Problem‑Solving & Issue Resolution</strong> — Identifies needs quickly, troubleshoots effectively, and escalates when needed.</li><li><strong>Organization & Multitasking</strong> — Manages multiple customer requests while maintaining accurate notes and updates.</li></ul><p><br></p>
  • 2026-02-14T01:43:43Z
Customer Service Support
  • Mountain View, CA
  • onsite
  • Temporary
  • 21.00 - 28.00 USD / Hourly
  • <p><strong>Customer Service Support</strong></p><p>The friendly problem‑solver who ensures every customer feels heard, supported, and taken care of. This role handles inquiries, resolves issues quickly, and keeps communication clear across phone, email, and chat.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Communication & Service Excellence</strong> — Delivers prompt, professional support with a helpful, solutions‑focused approach.</li><li><strong>Problem‑Solving & Issue Resolution</strong> — Identifies needs quickly, troubleshoots effectively, and escalates when needed.</li><li><strong>Organization & Multitasking</strong> — Manages multiple customer requests while maintaining accurate notes and updates.</li></ul><p><br></p>
  • 2026-02-14T01:43:43Z
Client Services Representative
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 115000.00 USD / Yearly
  • <p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
  • 2026-02-06T15:28:47Z
Client Accounts Specialist
  • San Francisco, CA
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • <p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
  • 2026-02-23T18:08:43Z
Customer Service Specialist
  • Oakland, CA
  • onsite
  • Temporary
  • 23.00 - 27.00 USD / Hourly
  • <p><strong>Customer Service Specialist</strong></p><p><strong>Description:</strong></p><p>Deliver excellent customer experiences by resolving inquiries, providing information, and promoting a positive company image.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Resolve product or service issues promptly and professionally</li><li>Document customer interactions and transactions</li><li>Provide information about products and services</li><li>Collaborate with internal teams for issue resolution</li></ul>
  • 2026-02-13T22:53:42Z
Customer Navigator
  • Palo Alto, CA
  • onsite
  • Temporary
  • 24.00 - 24.28 USD / Hourly
  • <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, Monday, Tuesday and Fridays 3:30p – 12a</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>
  • 2026-02-02T22:14:07Z
Front Desk Receptionist
  • Mountain View, CA
  • onsite
  • Temporary
  • 21.00 - 25.00 USD / Hourly
  • <p>The first-impression expert who ensures every guest receives a warm welcome while keeping front desk operations running seamlessly. This role supports visitors, manages check-ins, and provides exceptional customer service with professionalism and efficiency.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Service Excellence</strong> — Creates a welcoming environment and handles inquiries with professionalism.</li><li><strong>Front Desk & Check‑In Management</strong> — Greets guests, manages sign‑ins, and directs visitors with ease.</li><li><strong>Communication & Organization</strong> — Clear communicator who keeps the front desk organized and running smoothly.</li></ul><p><br></p>
  • 2026-02-14T01:28:43Z
Receptionist
  • Stockton, CA
  • onsite
  • Temporary
  • 17.10 - 19.80 USD / Hourly
  • <p>We are looking for an organized and detail-oriented part time Receptionist to join our team in Stockton, California. This role requires someone with excellent communication skills and the ability to manage multiple tasks in a fast-paced environment. As this is a long-term contract position, we are seeking a candidate who is committed to delivering exceptional service and maintaining a welcoming atmosphere for clients and visitors.</p><p><br></p><p>Responsibilities:</p><p>• Greet clients and visitors warmly and ensure they are directed to the appropriate person or department.</p><p>• Operate and manage a multi-line phone system efficiently, ensuring calls are answered promptly and routed correctly.</p><p>• Handle incoming calls with courtesy, addressing inquiries or redirecting them as necessary.</p><p>• Maintain the reception area, ensuring it is clean, organized, and welcoming at all times.</p><p>• Provide support to administrative staff by performing basic clerical duties, such as filing and data entry.</p><p>• Schedule appointments and manage the company calendar to ensure smooth operations.</p><p>• Assist in managing incoming and outgoing mail and deliveries.</p><p>• Uphold company standards by providing exceptional customer service in every interaction.</p><p>• Maintain accurate records of visitor logs and other reception-related documentation.</p><p>• Collaborate with team members to support office operations and resolve any issues promptly.</p>
  • 2026-02-26T18:13:45Z
Front Desk Receptionist
  • Menlo Park, CA
  • onsite
  • Temporary
  • 22.00 - 26.00 USD / Hourly
  • <p>The first-impression expert who ensures every guest receives a warm welcome while keeping front desk operations running seamlessly. This role supports visitors, manages check-ins, and provides exceptional customer service with professionalism and efficiency.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Service Excellence</strong> — Creates a welcoming environment and handles inquiries with professionalism.</li><li><strong>Front Desk & Check‑In Management</strong> — Greets guests, manages sign‑ins, and directs visitors with ease.</li><li><strong>Communication & Organization</strong> — Clear communicator who keeps the front desk organized and running smoothly.</li></ul><p><br></p>
  • 2026-02-14T01:24:09Z
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