2w
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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
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
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
2w
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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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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
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.
4d
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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
5h
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Sr Investment Services Associate
Sacramento, California, United States
$60k-$80k/yr RemoteFull Time
3+ YOE3+ years wealth management experience, bachelor’s degree or equivalent, strong client communication, attention to detail, multitasking, and ability to meet SLAs; Series licenses preferred.
iCapital, CAIS, Vestmark, Envestnet, Orion, Assetmark
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
2w
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Client Coordinator - Integrative Mental Health Practice
Benicia, California, United States
$25-$27/hr HybridPart Time
2+ YOEAssociate degree, 2+ years client-facing experience, exceptional communication, scheduling and admin skills, ability to work hybrid and commute to Benicia and San Francisco.
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.
3d
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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
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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
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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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.
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
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