3w
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Work From Home - Client Services Representative
San Jose, California, United States
RemoteFull Time
Conduct virtual client consultations, assess needs, cultivate client relationships, complete administrative tasks; strong communication, motivated, dependable, and trainable; work-from-home and use web conferencing (Zoom).
Zoom
2mo
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Client Services Operations Support Representative I
Lathrop, California, United States
$17-$19/hr OnsiteFull Time
1+ YOEHigh school diploma; 1+ year clerical/customer service; basic Excel/Word; data entry; high-volume processing; on-site in Lathrop, CA; able to pass background checks.
Excel, Word, Office equipment
5d
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Client Service Coordinator - 001418
San Jose, California, United States
$19-$25/hr OnsiteFull Time
Provide exceptional client service, manage client/pet flow, perform administrative tasks, process transactions, educate clients about wellness plans, and multitask in a fast-paced clinic.
Workday
1w
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Client Service Coordinator
Tracy, California, United States
$17-$22/hr OnsitePart Time
1+ YOEProvide client-facing front desk support, manage client/pet flow, promote wellness plans, perform administrative and financial tasks, use Microsoft Office, lift up to 50 lbs; HS diploma preferred; 1 year related experience.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
3w
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Facility Services Coordinator
Santa Clara or San Jose
$23-$26/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2+ years job-related experience, strong client communication and customer service skills, Microsoft Office proficiency, valid driver's license and ability to travel to client sites.
Microsoft Office
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
1mo
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Branch Office Administrator - Watsonville, CA
Watsonville, California, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; account management, transaction processing, strong computer literacy (MoneyGuide, Salesforce, Microsoft Office), analytical thinking, and attention to detail.
MoneyGuide, Salesforce, Microsoft Office
5d
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Equity Director, Finance and Accounting Advisory Services
Dallas or Chicago or Philadelphia or Denver or New York City or Century City or Garden City or Nashville or San Ramon or St. Louis or Bellevue or Woodland Hills or Irvine or Los Angeles or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo
$169k-$265k/yr OnsiteFull Time
10+ YOEBachelor's or equivalent experience, 10+ years in equity administration/stock-plan advisory, strong US GAAP knowledge, advanced Excel/PowerPoint, leadership and client-facing experience; CPA/CEP preferred.
Equity Edge Online, Shareworks, Fidelity, Certent, Microsoft Excel, Microsoft PowerPoint
2mo
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In-Home Inventory Specialist (San Jose)
San Jose, California, United States
$30/hr OnsiteContract
2+ YOEAt least 2 years in home services, concierge, logistics, facilities, or related fields; strong communication; detail-oriented; comfortable in clients' homes; ability to lift and move equipment; own vehicle with valid license and insurance; background check required.
1w
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Reward & Equity Consultant - Director
San Jose or Seattle
$161k-$265k/yr HybridFull Time
9+ YOE9+ years experience in executive equity and compensation, strong quantitative and presentation skills, client relationship and project leadership, familiarity with equity administration platforms; Bachelor's required, CPA/Masters preferred.
1w
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Reward & Equity Consultant - Director
Campbell or Seattle or San Jose
$161k-$265k/yr HybridFull Time
9+ YOE9+ years experience in executive/equity compensation, strong quantitative and presentation skills, client relationship and mentorship experience, familiarity with equity administration and global equity programs; Bachelor’s degree required; CPA or Masters preferred.