3w
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Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
1+ YOE1-3 years client service experience (finance preferred), bachelor's degree preferred, strong communication, detail orientation, and proficiency with Microsoft Office.
Microsoft Office
1mo
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Client Associate
Danville or California or United States
$55k-$75k/yr OnsiteFull Time
Support client reporting and presentations, conduct research and analysis, monitor portfolios, implement investment actions. Bachelor’s degree preferred; experience in finance or analytical roles and strong Microsoft Office (Excel, PowerPoint) skills required.
BrassRing, HackerRank, Beamery, Textkernel, Modern Hire, Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Associate - Roseville
Roseville, California, United States
$17-$19/hr OnsitePart Time
1+ YOE1+ year client services or retail experience; strong sales and customer service orientation; proficient with Microsoft applications and POS systems; strong communication; available nights, weekends, and holidays.
Microsoft Applications, Point-of-sale (POS) systems
1w
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Client Associate
Walnut Creek, California, United States
$36k-$66k/yr HybridFull Time
Base pay determined by experience, skills, training, location, certifications, and education.
2w
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
2+ YOEProvide administrative support for financial advisors, open and maintain client accounts, perform clerical tasks; requires high school diploma and 2 years clerical/industry experience.
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Outlook
2w
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Client Service Associate - NR
Auburn, California, United States
$49k-$65k/yr OnsiteFull Time
2+ YOEProvide clerical support for financial advisors including account opening, record maintenance, client requests, and customer service; requires 2 years clerical experience and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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On-Call Client Support Associate
Sacramento, California, United States
$21-$24/hr FieldFull Time
On-call client support for shelter campus: monitor and assist clients, perform safety watch and conflict resolution, serve meals, clean facilities, write incident logs, work evenings/overnights/weekends, valid driver's license or government ID required, ability to work outdoors and perform physical tasks.
2d
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Sr. Client Service Associate/ Sr. Client Service Manager
Walnut Creek, California, United States
$80k-$120k/yr HybridFull Time
3+ YOE3+ years industry experience for associate (7+ for manager); bachelor’s preferred; Series 7 and 66 (or 63 and 65) for manager; proficiency with Microsoft Office Suite, Salesforce, Workday; strong communication and organizational skills.
Microsoft Office Suite, Salesforce, Workday
2w
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
1mo
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Client Service Associate - Natoma Wealth
Folsom, California, United States
$60k-$75k/yr OnsiteFull Time
3+ YOE3+ years financial or client service experience; Series 65 required or must obtain within 6 months; strong Microsoft Office/Outlook skills; Salesforce experience a plus; BA/BS preferred.
Microsoft Office, Microsoft Outlook, Salesforce
1w
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Registered Client Service Associate
Walnut Creek, California, United States
$72k-$85k/yr OnsiteFull Time
2+ YOESeries 7 and either Series 66 or Series 63+65 required; high school diploma required, college preferred; 2+ years industry experience preferred; strong Microsoft Office and client service skills.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Senior Client Relationship Associate - Walnut Creek, CA (onsite)
Walnut Creek, California, United States
$61k-$90k/yr OnsiteFull Time
4+ YOEBachelor's degree required (Business/Finance/Economics preferred). 4+ years experience in investment advisory, asset management, or financial services preferred. Strong communication, judgment, organization, and multitasking skills. Proficiency with Microsoft Office, Tamarac Advisor View, CRM, and eMoney.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
1mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
Danville, California, United States
$29-$40/hr OnsiteFull Time
Must obtain/hold Series 7 and Series 66 (or 63/65) and Life & Health Insurance license within 60 days; SIE required if registered after Oct 1, 2018. Role requires client service, account operations, KYC and compliance adherence.
2mo
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Associate Veterinarian
Stockton, California, United States
$150k-$200k/yr OnsiteFull Time
DVM/VMD or equivalent; compassionate client-centered care; strong communication; license to practice.
1mo
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Associate Veterinarian
Sacramento, California, United States
$67k-$180k/yr OnsiteFull Time, Part Time
DVM from accredited university and licensure (or ability to obtain) to practice in California; commitment to high standard of medicine; collaborative and client-focused communication skills.
digital radiology, ultrasound, dental x-ray, in-house lab
3w
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Operations Associate - Part Time
Walnut Creek, California, United States
$23-$26/hr OnsitePart Time
1+ YOE1-2 years retail or client-facing experience; inventory, merchandising, client service; able to lift up to 50 lbs; available nights, weekends, and holidays.
1mo
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Sales Associate
Livermore, California, United States
OnsitePart Time
Part-time (20-30 hrs/wk). Prior client-centric sales experience preferred, strong product knowledge, customer service and selling skills, POS proficiency, ability to assist with merchandising and inventory.
Point of Sale
1mo
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Associate Therapist
Roseville, California, United States
OnsitePart Time
Licensed/registered AMFT or APCC in good standing with the BBS; maintain 15-client weekly caseload, work minimum two days/week, complete clinical documentation and treatment plans, participate in supervision and staff meetings.
1w
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Sales Associate - Folsom
Sacramento, California, United States
$20/hr OnsitePart Time
2+ YOEMinimum 2 years retail experience; strong customer service, sales, POS/register operation, inventory and client book management skills.
4d
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Operations Associate - Flex
Rocklin, California, United States
$21-$24/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-focused experience; strong organization, communication, ability to lift 50 lbs, punctuality and availability for peak retail hours.