96 results for Customer Service Associate in San Leandro, CA
Client Service Associate - Wealth Management<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Client Service Associate </strong>at a <strong>Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Jose.</strong></p><p><br></p><p>Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment.</p><p><br></p><p><strong>Responsibilities</strong>:</p><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><p><strong>Please contact <u>Michelle Espejo via LinkedIn or email</u> for additional info or any questions you may have. </strong></p>Customer Service Representative<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients! Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. <em><u>MUST HAVE RECENT RETAIL EXPERIENCE.</u></em> If you or anyone you know would be interested in a seasonal job opportunity, please reply, ASAP. We currently have 20 positions we are looking to fill. We are looking to set interview with our clients immediately. If interested, please reply with an updated resume and a summary of your retail experience</p><p><br></p><p><br></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration:</strong> July 7th - July 27th; They will then reopen on September 10th / September 17th – Mid January if you are interested in returning</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong> </strong></p><p><strong> </strong></p><p><strong>Sales Associate </strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul>Client Services Associate at SF Based RIA<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration.</p><p> </p><p>At our client, financial planning is a true partnership. They work closely with clients to create customized solutions that evolve over time, blending innovation with ethical practices. As they expand, they’re looking for passionate professionals to join their supportive, growth-driven team.</p><p> </p><p>This is an exciting opportunity to join a firm offering a competitive compensation package, and ample opportunities for professional growth. The company prioritizes promoting from within and encourages continuous learning with monthly educational events and weekly team meetings. The supportive, team-oriented culture also offers exposure to a diverse client base, making it an ideal environment for those eager to contribute to a dynamic, mission-driven team.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Serve as the first point of contact for client inquiries via phone and email</li><li>Manage client schedules and ensure appointments are confirmed or rescheduled</li><li>Maintain client records and process account transactions</li><li>Assist with daily account activities, including ACHs, wires, and transfers</li><li>Prepare the office and conference rooms for client meetings</li><li>Collaborate with marketing on client milestones and personalized touch points</li><li>Represent the firm at client events throughout the year</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration.</p>Office Services Associate<p>Position summary </p><p> The Senior Office Services Associate is responsible for adding value in providing front of house Reception support and daily back office services for our client and teams. Services include but are not limited to Reception litigation printing reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual and other service lines as needed. </p><p><br></p><p> Job qualifications </p><p> - High school diploma or equivalent. </p><p> - Minimum 1 year office services experience preferably in a legal banking or large corporate environment. </p><p> - Reception Desk background </p><p> Skilled in the use of mail phone email digital reprographics and mail equipment. </p><p> - Familiar with general back office procedures to meet and maintain client satisfaction. </p><p> - Proven customer service skills are required in order to create maintain and enhance customer relationships. </p><p> - Good written and verbal communication skills including professional telephone and email etiquette. </p><p> - Attention to detail with good organizational skills. </p><p> - Must be able to meet deadlines and complete all projects in a timely manner. </p><p> - Ability to handle sensitive and/or confidential documents and information. </p><p> - Able to make independent decisions that conform to business needs and policy. </p><p> - Good problem-solving skills with the ability and understanding of when to escalate a problem to a supervisory level. </p><p> - Must work well in a team environment. </p><p> - Must be able to interact effectively with multi-functional and diverse backgrounds. </p><p> - Ability to work in a fast-paced environment. </p><p> - Must be self-motivated with positive can-do attitude. </p><p><br></p><p><br></p><p><br></p>Customer Experience Specialist<p>We are looking for a dedicated Customer Experience Specialist to join our team in Vacaville, California. This is a contract-to-permanent position where you will play a key role in delivering exceptional customer support and ensuring smooth communication processes. If you have a passion for helping others and thrive in a dynamic environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Handle a high volume of inbound and outbound calls efficiently while maintaining attention to detail.</p><p>• Schedule appointments for the sales team and ensure all details are accurately recorded.</p><p>• Respond to customer inquiries through online communication channels and make proactive outbound calls.</p><p>• Track all customer interactions and updates using the company’s CRM system.</p><p>• Follow established communication scripts to address a variety of customer concerns effectively.</p><p>• Assess customer needs, provide clear information, and identify solutions to enhance their experience.</p><p>• Contribute to the hiring and training of new Customer Experience Specialists if required.</p><p>• Meet individual and team performance targets by achieving both qualitative and quantitative goals.</p><p>• Adapt communication styles to suit different customer personalities and maintain a customer-focused approach.</p>Retail Sales Associate<p>Role is located in Burlingame!!!! </p><p><br></p><p>Robert Half is getting ready for the Holiday Season with one of our most festive clients! Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. <em><u>MUST HAVE RECENT RETAIL EXPERIENCE.</u></em> If you or anyone you know would be interested in a seasonal job opportunity, please reply, ASAP. We currently have 20 positions we are looking to fill. We are looking to set interview with our clients immediately. If interested, please reply with an updated resume and a summary of your retail experience</p><p><br></p><p><br></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 8PM</p><p><strong>Duration:</strong> July 7th - July 27th; They will then reopen on September 10th / September 17th – Mid January if you are interested in returning</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong> </strong></p><p><strong> </strong></p><p><strong>Sales Associate</strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul><p><br></p>Retail Sales Associate<p><strong>Role is located in Burlingame!!!!</strong></p><p><br></p><p>Robert Half is getting ready for the Holiday Season with one of our most festive clients! Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. <em><u>MUST HAVE RECENT RETAIL EXPERIENCE.</u></em> If you or anyone you know would be interested in a seasonal job opportunity, please reply, ASAP. We currently have 20 positions we are looking to fill. We are looking to set interview with our clients immediately. If interested, please reply with an updated resume and a summary of your retail experience</p><p><br></p><p><br></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 8PM</p><p><strong>Duration:</strong> July 7th - July 27th; They will then reopen on September 10th / September 17th – Mid January if you are interested in returning</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong> </strong></p><p><strong> </strong></p><p><strong>Sales Associate</strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul><p><br></p>Client Services RepresentativeWe are in search of a Client Services Representative to join our team in the Credit Union industry, based in Concord, California. This position offers a contract to permanent employment opportunity. As a Client Services Representative, your primary role will be to process member transactions, maintain accurate member records, and handle member inquiries. You will also monitor member accounts and take appropriate actions when necessary.<br><br>Responsibilities:<br>• Accurately processing member transactions<br>• Maintaining precise records of member transactions<br>• Addressing and resolving member inquiries in a timely manner<br>• Monitoring member accounts and executing necessary actions<br>• Assisting with new account setups<br>• Responsible for cash management activities<br>• Handling wire transfer operations<br>• Ensuring all member information is kept confidential and secure.Patient Service RepresentativeWe are looking for a detail-oriented Patient Service Representative to join our team in Mountain View, California. This Contract-to-Permanent position offers an excellent opportunity to contribute to a patient-centered healthcare environment. The ideal candidate will excel in delivering exceptional customer service while managing a variety of administrative tasks in a fast-paced medical setting.<br><br>Responsibilities:<br>• Greet patients and visitors with a warm and welcoming demeanor, providing assistance and directions as required.<br>• Coordinate patient appointments by scheduling, confirming, and rescheduling efficiently while managing cancellations and no-shows.<br>• Verify insurance information to ensure accurate billing processes and resolve any coverage issues.<br>• Maintain and update patient records in electronic medical record systems such as Epic or Cerner with precision.<br>• Handle billing tasks, including collecting copays, processing forms, and reconciling patient accounts.<br>• Answer inbound calls promptly, addressing inquiries and directing them to the appropriate departments.<br>• Support the front desk with receptionist duties, ensuring smooth check-in and check-out procedures.<br>• Utilize medical software such as Allscripts, Dentrix Dental Software, and Eaglesoft to carry out daily responsibilities.<br>• Prepare and manage medical charts, graphs, and other documentation as needed.<br>• Deliver outstanding customer service to foster a positive experience for patients and their families.Bank Teller<p>Position Overview: We are seeking a dedicated and customer-focused individual to join our team as a Bank Teller / Member Services Representative. This role is pivotal in delivering exceptional service to our clients while performing a variety of financial transactions accurately and efficiently.</p><p>Key Responsibilities:</p><ul><li>Provide exceptional customer service to clients by promptly and courteously addressing their inquiries, concerns, and transactional needs.</li><li>Process a variety of financial transactions, including deposits, withdrawals, transfers, and loan payments, accurately and efficiently.</li><li>Educate clients on various banking products and services, assisting them in selecting the appropriate solutions to meet their financial goals.</li><li>Handle cash transactions with precision, ensuring compliance with banking regulations and security procedures.</li><li>Balance cash drawers and reconcile transactions at the end of each shift to maintain accuracy and accountability.</li><li>Promote and cross-sell bank products and services to meet established goals and enhance the overall customer relationship.</li><li>Assist clients with account inquiries, account maintenance, and online banking services.</li><li>Adhere to all regulatory requirements, policies, and procedures to ensure compliance and mitigate risk.</li></ul><p><br></p>Project AssistantWe are looking for a detail-oriented Project Assistant to join our team on a contract basis in Pleasanton, California. In this role, you will provide essential administrative and operational support to ensure the smooth execution of projects and daily tasks. This position requires strong organizational skills, proficiency in Microsoft Office tools, and a proactive attitude to meet deadlines effectively.<br><br>Responsibilities:<br>• Perform accurate data entry and maintain organized records.<br>• Provide excellent customer service while responding to inquiries and resolving issues.<br>• Manage project timelines and ensure tasks are completed within set deadlines.<br>• Utilize Microsoft Excel to create spreadsheets, track progress, and analyze data.<br>• Coordinate communications using Microsoft Outlook, including scheduling and email management.<br>• Prepare presentations and documentation using Microsoft PowerPoint and Microsoft Word.<br>• Organize physical and digital files to streamline information access.<br>• Scan documents and ensure proper filing for easy retrieval.<br>• Handle shipping and logistics functions, including labeling and tracking packages.Associate Advisor<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for an <strong>Associate Advisor</strong> at a <strong>Fast Growing RIA</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>fast-growing RIA</strong> dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Associate Advisor - SF Based RIA<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for an <strong>Associate Advisor</strong> at a <strong>Fast Growing RIA</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>fast-growing RIA</strong> dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Associate Financial Planner<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a <strong>fast-growing RIA</strong> dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul><p><br></p><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Administrative Assistant<p>We are looking for a professional and reliable Administrative Assistant for a contract opportunity in Union City, California.</p><p><br></p><p>In this role, you will support a public department by managing administrative tasks, coordinating payments, and assisting with reports. This position offers a structured work schedule and the opportunity to gain experience and contribute to a dynamic team.</p><p><br></p><p>Previous verifiable experience in a similar position is required.</p><p><br></p><p>This is anticipated to be a 60 day contract position.</p><p>It is 100% onsite Monday to Friday</p><p><br></p><p>Responsibilities:</p><p>• Provide front desk support for the administrative department, handling inquiries and directing calls as needed.</p><p>• Perform data entry tasks with accuracy and efficiency, ensuring all records are up-to-date.</p><p>• Scan and process documents, maintaining organized digital and physical filing systems.</p><p>• Assist with preparing and processing invoices in a timely manner.</p><p>• Handle email correspondence and schedule appointments to support departmental operations.</p><p>• Utilize Microsoft Office tools, including Excel, Outlook, PowerPoint, and Word, to complete tasks.</p><p>• Perform receptionist duties, such as greeting visitors and managing incoming and outgoing calls.</p><p>• Maintain a welcoming and organized environment at the front desk.</p><p>• Support additional administrative tasks as needed by the Accounting Manager.</p>Organizational Development Partner<p>Alison Brenchley, Robert Half is on the lookout for an Organizational Development Partner to be part of our team based in Sunnyvale, California. The role is in the IT Software industry where you will be working closely with the VP of Global HR Services. Your primary tasks will be to develop, implement, and maintain impactful organizational development strategies. </p><p><br></p><p>Responsibilities </p><p>• Collaborate with all HR team levels to develop and build organizational and training programs.</p><p>• Utilize your knowledge of ERP solutions and CRM to maintain efficient and accurate customer credit records.</p><p>• Facilitate leadership development programs and present training initiatives.</p><p>• Ensure compliance and effective internal communication within the organization.</p><p>• Use your skills in strategic planning to process customer credit applications accurately and efficiently.</p><p>• Use your experience in ADP - Financial Services to monitor customer accounts and take appropriate action.</p><p>• Contribute to the budget process and internal reporting system to maintain financial health.</p><p>• Utilize your experience in 3M to work on career development strategies for the team.</p><p>• Leverage your skills in Human Resources (HR) Administration for effective organizational development.</p>Project Assistant<p>We are looking for a dedicated Project Assistant to join our team in San Ramon, California. In this role, you will provide essential support for our robotics operations, including remote management of automated delivery vehicles. This is a long-term contract position ideal for individuals with strong organizational and communication skills.</p><p><br></p><p>Project Assistant Responsibilities:</p><p>• Operate and monitor automated delivery vehicles to ensure smooth functionality.</p><p>• Manage project timelines and track progress to meet deadlines.</p><p>• Organize and maintain project-related files and documentation for easy access.</p><p>• Perform accurate data entry tasks to support project operations.</p><p>• Utilize Microsoft Office tools, including Excel, Outlook, PowerPoint, and Word, to create reports and presentations.</p><p>• Communicate effectively with team members and clients to provide updates and resolve issues.</p><p>• Scan and digitize documents to maintain electronic records.</p><p>• Collaborate with cross-functional teams to support project goals and initiatives.</p><p>• Provide excellent customer service to address inquiries and concerns promptly.</p><p><br></p><p>If you are interested in this Project Assistant role, please submit your resume today!</p>Administrative Assistant<p><strong>Job Title:</strong> Administrative Assistant / Front Desk</p><p><strong>Location:</strong> Santa Clara, CA (Onsite, 5 Days/Week)</p><p><strong>Schedule:</strong> Monday to Friday, 8:00 AM - 5:00 PM</p><p><strong>Start Date:</strong> June 9, 2025</p><p><strong>Duration:</strong> June 9, 2025 – November 21, 2025</p><p><strong>Job Overview:</strong></p><p>We are seeking a professional <strong>Administrative Assistant/Front Desk Coordinator</strong> to support a high-profile office environment. Your role will be integral in managing front desk operations, providing administrative support to executives, and ensuring seamless meeting coordination. This is a temporary position covering maternity leave, with an anticipated end date in November.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Front Desk Management:</strong></li></ol><ul><li>Answer incoming calls and act as the main point of contact for visitors, including VIPs such as the President and Chief of Staff.</li><li>Serve as the “first line of entry,” fielding inquiries with professionalism and tact.</li></ul><ol><li><strong>Administrative Support:</strong></li></ol><ul><li>Troubleshoot office equipment such as printers.</li><li>Manage office supplies and handle financial and personnel transactions through Workday.</li><li>Provide scheduling support for the Chief of Staff.</li></ul><ol><li><strong>Meeting Coordination:</strong></li></ol><ul><li>Schedule meeting rooms, set up technology for meetings, and ensure smooth execution.</li><li>Offer exceptional customer service and maintain a “white glove service” standard for the President’s meetings.</li></ul><p><br></p>Sales Assistant<p>We are looking for a motivated and detail-oriented Client Service specialist to join a leading company based in Hayward, CA. In this role, you will play a key part in supporting customer accounts and ensuring client satisfaction throughout the entire service lifecycle. If you have a strong background in account management and a passion for delivering exceptional service, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary point of contact for assigned clients managing their accounts and addressing their needs.</p><p>• Support clients throughout the customer lifecycle by ensuring smooth onboarding and ongoing engagement.</p><p>• Collaborate with operations and nutrition teams to address client concerns and implement service improvements.</p><p>• Schedule and participate in regular check-ins with clients to maintain strong relationships and address any issues.</p><p>• Maintain and update organizational calendars and checklists to ensure timely completion of tasks.</p><p>• Monitor and resolve service-related issues, escalating as necessary to ensure client satisfaction.</p><p>• Provide accurate and timely updates to internal systems to keep client information current and accessible.</p><p>• Work closely with cross-functional teams to identify and implement process enhancements.</p><p>• Ensure compliance with company policies and procedures while delivering exceptional customer service</p>bank teller<ul><li><strong>Customer Interaction:</strong> Assist customers with routine banking transactions, including deposits, withdrawals, check cashing, and inquiries.</li><li><strong>Account Maintenance:</strong> Open and maintain bank accounts, process changes, and provide basic account support.</li><li><strong>Cash Handling:</strong> Balance cash drawers daily to ensure accurate transaction recording and compliance with cash-handling procedures.</li><li><strong>Product Promotion:</strong> Provide customers with information about banking products and services, identifying upselling opportunities when appropriate.</li><li><strong>Fraud Prevention:</strong> Monitor suspicious activities and escalate concerns to the appropriate departments in alignment with compliance policies.</li><li><strong>Problem Resolution:</strong> Address and resolve customer inquiries or concerns efficiently and professionally.</li><li><strong>Compliance:</strong> Ensure all security protocols, policies, and procedures are strictly followed.</li></ul><p><br></p>Administrative Assistant<p>We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in San Francisco, California. This role involves providing essential administrative support, managing resident records, and ensuring compliance with agency regulations. The ideal candidate will bring experience in affordable housing property management and demonstrate excellent organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Maintain accurate resident records and accounts receivable systems using Real Page Software or similar platforms.</p><p>• Oversee tenant recertification processes, including gathering information, entering data, and ensuring compliance with tax credit and other agency regulations.</p><p>• Handle monthly rent collection, generate receipts, and monitor financial reports such as deposit logs and aging accounts.</p><p>• Provide information to prospective tenants, assist with interviews, and prepare leasing documents for signature.</p><p>• Process accounts receivable tasks, including preparing Section 8 vouchers, reconciling payments, and maintaining financial accuracy.</p><p>• Maintain computerized records of maintenance, installations, and repairs for residential units.</p><p>• Prepare bank deposits and petty cash reconciliations to ensure accurate financial records.</p><p>• Answer inbound calls, respond to email correspondence, and assist with scheduling appointments.</p><p>• Utilize Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint) to perform daily tasks efficiently.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013225148**</p>Accounts Receivable Accountant<p>We are looking for a detail-oriented Accounts Receivable Accountant to oversee financial transactions and ensure the accuracy of billing and payment processes. This role is based in Union City, California, and offers an opportunity to contribute to the financial stability of the organization. The ideal candidate will excel in managing accounts receivable functions and utilizing accounting software to maintain precise financial records.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Accounts Receivable Management</strong></p><ul><li>Generate and issue customer invoices promptly and accurately.</li><li>Monitor AR aging reports, follow up on overdue accounts, and initiate collections.</li><li>Reconcile customer accounts and resolve billing discrepancies professionally.</li></ul><p><strong>Customer Relations</strong></p><ul><li>Maintain strong relationships with customers to address billing issues and encourage prompt payment.</li><li>Partner with sales and customer service teams to resolve payment concerns.</li></ul><p><strong>Cross-Functional Support</strong></p><ul><li>Contribute to general accounting tasks like reconciliations, journal entries, and month-end close.</li><li>Collaborate with other accounting areas such as AP, payroll, and financial reporting.</li></ul><p><strong>Compliance and Reporting</strong></p><ul><li>Ensure compliance with company policies and accounting controls.</li><li>Prepare accurate reports on receivables, invoices, and collections.</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify opportunities to streamline AR processes and suggest enhancements.</li><li>Develop improved workflows to boost efficiency and accuracy.</li></ul><p><br></p>Operations AssistantWe are offering a permanent employment opportunity for an Operations Assistant in Santa Clara, California. This role is pivotal in ensuring the smooth functioning of the organization by managing vital operational, administrative, and logistical tasks. <br><br>Responsibilities <br>• Assist in maintaining a smooth workflow across all departments<br>• Facilitate the setup of conference rooms for meetings<br>• Oversee vendor management, including contracts, agreements, and renewals<br>• Support staff with the preparation of quarterly reports<br>• Manage local office facilities, ensuring cleanliness and presentability<br>• Organize and maintain the CEO’s calendar, including scheduling meetings and travel bookings<br>• Prepare and submit accurate expense reports for the CEO<br>• Assist with general administrative tasks such as filing, data entry, and document management<br>• Coordinate and facilitate weekly sync meetings<br>• Collaborate with team members in creating and maintaining company presentations<br>• Assist in setting up and managing internal events, including logistics and hospitality<br>• Coordinate accommodations for visiting team members and guests, including overseas visitors<br>• Provide support for high-level visitors, including board executives<br>• Update company LinkedIn profiles or pages as needed<br>• Utilize Salesforce to support various internal workflows<br>• Use Microsoft Office Suite, particularly Excel and PowerPoint, to manage data and presentations<br>• Handle and prioritize ad hoc operational projects, working closely with the Director of Finance and other leadership team members.Administrative Assistant<p>Robert Half's Fabrication client is in need of a contract to permanent Administrative Assistant in Antioch, CA. This role is 100% onsite.</p><p><br></p><p>Duties Include:</p><p>- Greet visitors, organize and arrange meetings, schedule conference rooms and set up catered meals.</p><p>- Assist with presentation preparation.</p><p>- Data Entry into Excel for purchase orders</p><p>- Prepare outgoing mail and correspondence, including e-mails and faxes.</p><p>- Order office supplies and replenish the kitchen with snacks</p><p>- Answer the phones</p><p><br></p><p>If you are interested in this Administrative Assistant role, submit your resume today! </p>Member Service Rep.Our Financial client is seeking an efficient, customer service oriented banking candidate for a contract to permanent opening. Some of the duties are listed below. This is a tight knit friendly team environment, with opportunity to learn and grow. Processing customer transactions, including deposits, withdrawals, and loan payments Handling cash and balancing cash drawers at the end of each shift Assisting customers with account inquiries and resolving any issues Opening and closing customer accounts Updating customer information and maintaining accurate records Providing information about bank products and service Supporting the lending team ACH settlements, and more