Wealth Client Services Specialist
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate in Santa Rosa, CA, to support Financial Advisors and teams. You will handle client inquiries, process transactions, onboard clients, and maintain accounts with attention to accuracy and compliance. The role requires strong interpersonal skills, high detail orientation, and proficiency in MS Office. Familiarity with digital tools and a willingness to learn is essential for success in a fast-paced environment. #J-18808-Ljbffr
$75k - $110k
...A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client support and assist Financial Advisors. The ideal candidate will have a High School Diploma, potentially a college degree, and strong skills in interpersonal...Suggested$70k - $75k
...Client Service Specialist Santa Rosa, CA Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client...SuggestedWork at officeRemote work2 days per week$25 - $32 per hour
...each other succeed, and we do right by our clients so they can do right by theirs. First... ...the Amwins Foundation and Summer of Service. Working at Amwins means you love what... ...team in Santa Rosa as a Client Service Specialist! This is a full time, in office position...SuggestedFull timeSummer workWork at office- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
$25 - $27 per hour
...clinical, behavioral, and social support services through a whole-person, community-based, and trauma-informed approach. Our Client and Family Support (CFS) Program focuses on... ...challenges. As a Client and Family Support Specialist, you will act as an expert navigator and...SuggestedWork at officeLocal areaMonday to Friday- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workLocal area
$80k - $95k
...aging care innovation, Honor provides the technology, tools, and services that empower older adults to live life on their own terms.... ...terms. Join us to create a new and better aging experience for our clients, their families, and our Care Professionals. About the Role:...Work at officeLocal areaAfternoon shift$18.21 - $19 per hour
...Customer Service / Lot Attendant Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team...Hourly payStart working todayLocal area$19 - $20 per hour
...accordance with city and county regulations during cooking of KKC products Essential Functions: Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact. Conduct all point-of-sale activities accurately...Weekly payFull timePart timeFor contractorsLocal areaImmediate startShift workNight shiftDay shiftAfternoon shiftEarly shift$21 per hour
...Customer Service Representative As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need—right when they need it the most. You'll play a pivotal role in our high-performance environment by building connections...Hourly payFull timeTemporary workCasual workWork at officeLocal area- ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services....Hourly payPart timeWork experience placementSeasonal workWork at officeLocal areaFlexible hoursShift workAfternoon shift
- ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services....Work experience placementSeasonal workLocal areaFlexible hoursShift workAfternoon shift
- ...City: Santa Rosa Location: 1181 - Recology Sonoma - Marin Subsidiary Name: Recology Sonoma Marin THE ROLE OF CUSTOMER SERVICE REPRESENTATIVE Under close supervision, provides efficient and courteous customer service by telephone and/or personal contact...Work at officeMonday to FridayShift work
$16.9 - $23 per hour
...Customer Service Representative Offering $16.90 to $23 per hour This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction...Hourly pay- ...Veterinary Client Service Representative Love pets? Great with people? We need someone who can do both at the same time especially on evenings and weekends, when our clients need us most. As our Client Service Representative, you'll be the first friendly face (and voice...Night shiftWeekend workAfternoon shift
- ...- - Responsibilities: Communicates with customers via inbound and outbound calls; Assesses customer need for additional products/services; Documents calls in computerized record keeping system; Enters customer orders in computerized system; Verifies and updates demographic...
$24 - $28 per hour
...Customer Service/ Scale Operator BoDean Company, a CRH company, a member of the CRH West Division family, values a culture of growth, development, and internal promotion. We are a dynamic, growth-oriented, national aggregate, asphalt, concrete, and construction family...Temporary workWork at office$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Hourly payTemporary workWork at officeLocal area
- ...Customer Service Representative – Travel Industry (Flexible Schedule) Santa Rosa, California, United States We are looking for... ...and customer-focused Customer Service Representative to support clients within the travel industry. This role offers a flexible schedule...Full timePart timeFlexible hours
$28.32 per hour
.... Acting as the primary liaison between customers and our skilled technicians, you’ll ensure transparency and trust throughout the service and repair process. This position is perfect for individuals who thrive in a fast-paced, customer-focused environment and want to grow...Hourly payFull timeFlexible hoursNight shift- ...because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Redwood Merchant Services, a division of Westamerica Bank, serves...Work at office
- ...assist each member in receiving their specific benefits. Qualifications: Ability to build rapport with members Customer service skills Time management Basic computer knowledge What we offer: Full time work from home Benefits: medical &...Full timeRemote workWork from homeFlexible hours
$16 - $19 per hour
...Walgreens is seeking Customer Service Associates to assist customers, operate cash registers, and support daily retail store operations. Customer Service Associates are responsible for greeting customers, operating the register, processing cash and card payments, assisting...Hourly payFull timePart timeShift workNight shiftWeekend work$21 per hour
...Your Opportunity Customer Service Representative (Bilingual) California Check Cashing Stores Santa Rosa, CA As a Customer Service Representative (CSR), you’ll help people in your community access the financial solutions they need—right when they need it the most. You’ll...Hourly payFull timeTemporary workCasual workWork at officeLocal area$4,000 per month
...You Will Do: As a Homeowners Insurance Specialist, your primary responsibility will be helping... ...will focus exclusively on selling and servicing homeowners insurance policies, guiding... ...wrap‑around) coverage to ensure complete client protection. Negotiate & Ensure...Full timeFor contractorsRelocation package$750 per week
...consumer insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for...Part timeCasual workRemote workFlexible hours$18 - $20 per hour
...Member Services Representative The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities...Hourly payLocal areaShift work- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Hourly payTemporary workWork at officeLocal area
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