1mo
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
Client Service Associate
San Jose, California, United States
$63k-$86k/yr HybridFull Time
3+ YOEAssociate degree,3-5 years client service experience,detail-oriented with strong math/analytical and communication skills; able to manage priorities and work independently; licensing support available.
1w
Save
Mark Applied
Hide
Client Associate
Walnut Creek, California, United States
$36k-$66k/yr HybridFull Time
Base pay determined by experience, skills, training, location, certifications, and education.
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
High school minimum; client service focus; familiarity with investment products; pursuing or holding SIE/Series 7/66/63/65 desired; strong communication and detail orientation; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
Save
Mark Applied
Hide
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
6d
Save
Mark Applied
Hide
Part Time Client Associate - Broadway Plaza
Walnut Creek, California, United States
$17-$19/hr OnsitePart Time
1+ YOEMinimum 1 year client-service experience; proficiency with Microsoft Applications and POS; strong written and verbal communication; able to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
2d
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma; college degree preferred; willingness to obtain Series 7/66/63/65; strong MS Office skills; excellent communication and organizational abilities.
Microsoft Office
1w
Save
Mark Applied
Hide
Client Services Associate I, Oncology
Union City, California, United States
$66k/yr OnsiteFull Time
1+ YOE1+ years client-facing experience, 4-year college degree or equivalent experience, CRM familiarity (Salesforce/Zendesk), strong communication, organization, and analytical skills.
Salesforce, Zendesk, CRM, LIMS
2w
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, bachelor's degree or equivalent, Series 7 and Series 63 or 66 (or willing to obtain within 150 days), client-facing, knowledge of investments/banking/credit, strong communication and analytical skills.
3d
Save
Mark Applied
Hide
Client Services Associate-Mailroom
Santa Clara, California, United States
$25/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year mailroom or office services experience preferred, strong customer service, basic computer/Microsoft Office skills, ability to lift up to 40 lbs and perform mailroom tasks.
Microsoft Office
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Law Office Receptionist & Client Liaison
Fremont, California, United States
$25-$40/hr OnsiteFull Time
Prior receptionist or client-facing admin experience preferred (1–3 years). Familiarity with MyCase, Google Workspace, Microsoft Office, business phone systems; strong communication, discretion, and organizational skills. Associate's or Bachelor's degree preferred.
MyCase, Google Workspace, Microsoft Office
2d
Save
Mark Applied
Hide
Client Support Analyst
Hayward, California, United States
OnsiteFull Time
4+ YOEAssociate's degree (or equivalent) and four years related experience; knowledge of finance, HR, payroll systems; experience testing software, creating training materials, delivering end-user training; strong customer service and analytical skills.
1mo
Save
Mark Applied
Hide
Sales Associate
Fremont, California, United States
$25-$28/hr OnsiteFull Time
1+ YOE1 year sales administrative support experience in assisted living/long-term care preferred; associate degree preferred; strong verbal/written skills, telephone etiquette, Microsoft Word/Outlook/Excel proficiency, client-tracking experience, enjoys working with seniors.
Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel
1mo
Save
Mark Applied
Hide
Sales Associate
Fremont, California, United States
$25-$28/hr OnsiteFull Time
1+ YOE1 year sales administrative support experience in assisted living/long-term care preferred; Associates degree preferred; strong verbal/written communication, telephone etiquette, Microsoft Word/Outlook/Excel proficiency, client tracking software experience, enjoys working with seniors.
Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel
2mo
Save
Mark Applied
Hide
Associate Veterinarian
Stockton, California, United States
$150k-$200k/yr OnsiteFull Time
DVM/VMD or equivalent; compassionate client-centered care; strong communication; license to practice.
2mo
Save
Mark Applied
Hide
Associate Veterinarian
San Jose, California, United States
$67k-$180k/yr OnsiteAll Commitments Available
DVM or equivalent; CA licensure or eligible; strong clinical and client-service skills; ability to collaborate with a team.