3w
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Client Advisor, Part-Time - Valley Fair
Santa Clara, California, United States
$25-$29/hr OnsitePart Time
Customer-focused advisor with strong sales and commercial mindset, brand and product knowledge, retail or customer-centric experience preferred, and ability to build long-term client relationships.
1w
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Client Advisor - Livermore Outlet
Livermore, California, United States
$21-$23/hr OnsiteFull Time
2+ YOEMinimum 2 years retail or client-facing experience (luxury preferred). Must communicate in English, be client-centric, professional, dependable, and proficient with Microsoft Word/Excel/Outlook.
Microsoft Word, Microsoft Excel, Outlook
3w
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Client Advisor - Valley Fair
Santa Clara, California, United States
OnsiteFull Time
3+ YOEMinimum 3 years retail sales and client service experience (luxury preferred); strong communication, organization, and sales skills; ability to work varied hours including nights, weekends, and holidays; able to lift 30 lbs and operate store equipment.
phone systems, cash register, sensor-tag remover, computers
1w
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BMW Client Advisor
Pleasanton, California, United States
$17/hr OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
0+ YOEPrior sales or customer-service experience; valid driver’s license; high school diploma or GED; intermediate Microsoft Office skills; ability to stand and work evenings/weekends; strong communication.
Microsoft Office
3mo
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Client Advisor- Walnut Creek, CA
Walnut Creek, California, United States
$22-$30/hr OnsiteFull Time
3+ YOERetail or luxury retail experience; ability to meet sales targets; strong client relationship skills; flexibility to work non-traditional hours.
POS systems, Client tracking systems, Microsoft Outlook
3w
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Client Advisor with Athletic Background
Walnut Creek, California, United States
$70k-$90k/yr HybridFull Time
Required to obtain state insurance licenses (training provided); bachelor's degree preferred; strong communication, analytical skills, and ability to build client relationships; prior financial or sales experience beneficial.
3d
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GUCCI Client Advisor - Valley Fair
Santa Clara, California, United States
$19-$19/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong communication, commercial awareness, ability to work retail schedule including evenings/weekends/holidays, client relationship and selling skills.
POS
3mo
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Client Advisor, Part-Time - Valley Fair
Santa Clara, California, United States
$25-$29/hr OnsitePart Time
Customer-focused, strong communication, sales-driven, luxury retail experience preferred, able to build relationships with diverse clients.
1mo
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Associate Client Advisor
Walnut Creek or Scottsdale or San Diego
$100k-$110k/yr RemoteFull Time
3+ YOEUndergraduate degree and 3+ years experience (institutional investment management or investment banking preferred). Strong analytical, communication and project management skills; product knowledge in Fixed Income, Equities, Alternatives preferred. Series 7 and 63 required within 90 days; CFA charter expected to be pursued if not started.
CRM
3w
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Full-time Client Advisor - Valley Fair
Santa Clara, California, United States
$26-$28/hr OnsiteFull Time
2+ YOEMinimum 2 years luxury retail experience; fluent in English; selling and clienteling skills; knowledge of KPIs, visual merchandising, retail procedures, and digital tools; brand/product knowledge.
CEGID, Salesforce
1w
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Client Advisor (Part-time), A|X Outlet
Livermore, California, United States
$18/hr OnsitePart Time
Retail experience preferred; high school/GED preferred; strong verbal and written communication; multilingual skills a plus; able to work flexible schedule including nights, weekends, and holidays; proficiency with CRM and WeChat preferred.
CRM, WeChat
1d
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Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client support for financial advisors, execute money movement transactions, answer account questions, manage admin tasks, and maintain digital tool proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Client service support to Financial Advisors; strong client-centric approach; adaptable with technology; in-office role with flexibility.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
4d
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Client Service Associate - Schultz Collins
Orinda, California, United States
$70k-$80k/yr HybridFull Time
Experience supporting advisors and clients, familiarity with account setup/onboarding, trade support, invoicing, and client communications; proficiency with DocuSign, Concur, Salesforce, and Black Diamond; strong organization and communication skills.
DocuSign, Concur, Salesforce, Black Diamond
1mo
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Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director
San Francisco, California, United States
$200k-$350k/yr OnsiteFull Time
10+ YOE10+ years sales experience; asset management SaaS sales to financial institutions; strong consultative selling; self-directed; travel willingness; licenses: Series 7, 63, 3.
1mo
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Client Service Associate (San Jose, CA)
San Jose or United States or Canada or United Kingdom or Germany
$45k-$70k/yr OnsiteFull Time
Provide high-touch administrative support to financial advisors, service clients, process transactions, open accounts, use CRM and Excel; HS diploma required; securities experience preferred but not required.
CRM, Microsoft Excel
16h
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Financial Advisor
San Jose or Santa Clara
$75k-$160k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) required, insurance license required, 3+ years investment sales experience, ability to service and grow a client book.
1mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
8h
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Beauty Advisor - Flex
Stockton, California, United States
$21-$24/hr OnsiteFull Time, Part Time
Provide client consultations and product recommendations; retail or client-facing experience preferred; strong communication; ability to lift up to 50 lb.
2w
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Tax Advisor
Walnut Creek, California, United States
$100k-$140k/yr HybridFull Time
3+ YOECPA and Bachelor’s degree required, minimum 3 years tax or public accounting experience; strong communication, tax knowledge for individuals and small businesses, and client advisory skills.
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