Endsight: Managed IT and cybersecurity services for small businesses.
3+ YOE3–5 years in client success/account coordination or service delivery, CRM/PSA experience, strong organization, communication, data and workflow-management skills.
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years of industry/administrative experience; active SIE, Series 7, and Series 66 or Series 63/65 licenses or willingness to obtain within 18 months; proficient in Microsoft Office; strong communication and organizational skills; Bachelor's degree preferred.
Turning Point Community Programs: Delivers mental health and social services to California communities.
4+ YOEBachelor's in social work or related field with 4 years mental health services experience (typical); CA driver\u0019s license, reliable vehicle, ability to transport clients, crisis intervention and documentation skills.
First Northern Bank of DixonOTCQX: FNRN: Independent community bank providing personal and business financial services.
5+ YOEBachelor's degree or equivalent (8 years) and 5+ years client relationship experience; proficiency with Profit Intel preferred; strong communication, initiative, and sales skills.
Travel With Lani: Independent travel agency providing personalized vacation and cruise planning.
Provide remote client consultations, research and design customized itineraries, coordinate reservations, maintain records, and support clients; strong communication, organization, and basic computer skills required; onboarding provided.
Client Coordinator - Integrative Mental Health Practice
Benicia, California, United States
$25-$27/hrHybridPart Time
The Connective: Integrated mental health and holistic wellness therapy for all ages.
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.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 required. Strong client service, Microsoft Office, and industry knowledge; 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOECustomer-service experience (1+ year), strong communication, multitasking, basic math, computer proficiency (MS Office), ability to lift up to 50 lbs, comfortable with pets; high school diploma preferred.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Amwins: Wholesale insurance distributor and group benefits administrator.
Prior workers' compensation experience required, property & casualty license required, high school diploma required, proficiency with Nexsure and Microsoft Office, strong communication and organizational skills.
Nexsure, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Teams, Google, Bing
Veritas Veterinary Partners: Operates a network of specialty and emergency veterinary hospitals.
1+ YOE1+ year veterinary emergency & specialty hospital experience preferred, strong verbal/written communication, multitasking and organizational skills, experience with animal handling, Ezyvet and Smartflow preferred, English proficiency, authorized to work in the U.S.
Benjamin Franklin Plumbing of Rosenberg/Sugar Land/Houston: Provides residential plumbing, drain, and water heater services.
High school diploma required; strong verbal/telephone communication and computer skills; prior customer service preferred; Service Titan and plumbing knowledge preferred.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted or obtainable), advanced investment product knowledge, strong client-service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Perform customer service functions (greeting visitors, answering phones), schedule and confirm appointments, process payments, manage medical records, conduct outbound follow-ups, and educate clients on non-medical pet care.
Client Relationship Consultant 3 (Banker) - Broadway - Sonoma, CA
Sonoma, California, United States
$27-$33/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
4+ YOEHigh school diploma, typically 4+ years retail banking experience, NMLS registration required (background and credit check), strong client communication and sales skills.
North Bay Regional Center: Coordinates services for people with intellectual and developmental disabilities.
2+ YOEHigh school or business school plus 2–3 years clerical/office experience, typing 50 WPM, Microsoft Word proficiency, scheduling, record-keeping, and strong communication skills.
Pacific Health Group: Integrated healthcare and social support for vulnerable California communities.
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.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) insurance agent; strong communication, self-motivated, basic computer/CRM skills; able to work independently in a remote, commission-driven role.