3d
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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
1mo
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Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma (college preferred); detail-oriented with strong client service, writing and interpersonal skills; advanced Microsoft Office proficiency; willingness to obtain Series 7 and Series 66 or Series 63 and Series 65; industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, 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
3mo
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Registered Client Service Associate
San Jose, California, United States
$34k-$90k/yr OnsiteFull Time
High School Diploma required; college degree preferred; willingness to obtain Series 7, Series 66 or 63, and Series 65; strong computer and client service skills.
Microsoft Office
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
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
2mo
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Registered Client Service Associate
San Jose, California, United States
$78k-$109k/yr HybridFull Time
2+ YOE2+ years relevant experience, strong organizational and communication skills, client-facing experience, knowledge of investments/banking/credit products, ability to analyze data and meet deadlines; Series 7/63 or 7/66 required or willing to obtain within 150 days; Bachelor's degree or equivalent.
1w
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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.
2mo
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Part Time Seasonal Client Associate - Broadway Plaza CA
Walnut Creek, California, United States
$18-$18/hr OnsiteMultiple Commitments Available
1+ YOEPart-time retail role requiring at least 1 year in client services; ability to work weekends/evenings/holidays; strong communication; proficient with POS and MS Office.
Microsoft Applications, POS systems
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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Client Manager
San Jose, California, United States
$85k-$87k/yr OnsiteFull Time
2+ YOE2+ MgmtBachelor/Associate/HS + relevant years of management experience (2–5 years), driver’s license for business driving, proficiency with Microsoft Office and BI tools, strong communication, financial and team management skills.
Microsoft Office, Business Intelligence Platform, AI technology
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.
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
2mo
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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.
1d
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Senior Tax Associate, Tax Accounting Services (ASC 740)
Chicago or Louisville or Dallas or Sacramento or San Francisco or Houston or Indianapolis or San Jose or Atlanta or Plano
$76k-$150k/yr HybridFull Time
2+ YOEBachelor's in accounting, CPA preferred or eligible, 2+ years public accounting or corporate blend with ASC 740 experience, OneSource Tax Provision experience, strong communication and client relationship skills.
OneSource Tax Provision (OTP)
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.
1w
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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
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