2mo
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Work From Home - Client Services Associate
Sacramento, California, United States
RemoteFull Time
Remote client services role in financial services; strong communication, teamwork, and integrity required.
2w
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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 - 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
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
3d
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Registered Client Service Associate
Walnut Creek, California, United States
$72k-$85k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products, strong communication, Microsoft Office skills, and relevant securities registrations preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Outlook, PowerPoint
1w
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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
3w
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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
3d
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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
1w
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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.
4w
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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.
1w
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Client Service Coordinator Home Care
Sacramento, California, United States
$24-$25/hr OnsiteFull Time
High school or GED required; associate degree preferred. Prior staffing or home health experience preferred. Responsible for EVV, payroll support, scheduling, billing research, and recruiting support.
EVV
1mo
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Client & Family Support Specialist
Santa Rosa, California, United States
$25-$27/hr FieldFull Time
2+ YOEMinimum 2 years community health or social services experience; high school diploma required (Associate/Bachelor preferred); valid California driver’s license and reliable transportation; proficiency with EHR and technology; strong communication, cultural competency, and knowledge of behavioral health systems; shared lived experience prioritized.
Electronic Health Record (EHR)
1mo
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Audit Senior Associate - Financial Services
Los Angeles or Sacramento or San Francisco or Costa Mesa
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years recent external public accounting/audit experience, asset management client experience required; experience supervising staff, ability to travel to client sites, meet CPA education requirements (CPA license preferred).
1mo
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Service Associate
Walnut Creek, California, United States
$60k-$77k/yr OnsiteFull Time
3+ YOE3 years client service experience in finance preferred; perform cash management, process securities and correspondence, greet clients, maintain records, strong attention to detail and proficiency in Microsoft Office.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
1w
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General Manager - Seniors Services
Concord, California, United States
$67k-$87k/yr OnsiteFull Time
2+ YOE2+ MgmtAssociate degree or equivalent, 2+ years management and functional experience, culinary/food service background, food safety compliance, financial acumen, client relationship and people management skills.
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.
1w
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General Manager - Seniors Services
Concord, California, United States
$67k-$87k/yr OnsiteFull Time
2+ YOE2+ MgmtAssociate's degree or equivalent, 2+ years management and functional experience, culinary/food-service background, strong financial acumen, food safety compliance, client relationship and team leadership skills.
3w
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Behavioral Health Associate II
Grass Valley or Rancho Cordova
$22-$24/hr FieldFull Time
2+ YOEHigh school/GED and 2+ years of direct mental health service experience required; performs client support, medication outreach, crisis intervention, documentation, and community advocacy; must be able to drive for client transport.
3w
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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
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