Wealth Management Client Concierge
United States Digital Space LLC
Merrill Wealth Management is hiring a Client Service Specialist to support Financial Advisors and their clients in Walnut Creek. The role focuses on delivering excellent client service, educating clients on banking offerings, and ensuring timely, accurate materials while aligning with bank policies and risk controls. The position requires a client-centric mindset, adaptability to new platforms, and collaboration across teams to meet enterprise objectives in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Concierge in Walnut Creek, CA vacancy
$17 - $19 per hour
...living community situated on a beautifully landscaped campus. Managed by Oakmont Management Group, we provide exceptional quality, comfort... ...Assistance ProgramEmergency Financial AssistanceThe Concierge is responsible for greeting visitors, fulfilling resident requests...SuggestedImmediate startRelocationOakmont Senior Living
Concord, CA5 days ago$23 - $25 per hour
...Job Description Job Description Job Title: Client Engagement & Outreach Coordinator Location: Walnut Creek, CA Pay Range: $23-$25/hr DOE Work Schedule: Approximately 16 hours per week to start; schedule to be established upon hire. Monthly hours may vary...Suggested16 hoursTemporary workPart timeLocal areaDynamic Office & Accounting Solutions
Walnut Creek, CA6 days ago- ...tickets, electronics, gym memberships + more! Schulte Hospitality Group is a division of Schulte Companies, a leading third-party management company with deep, multi-generational experience in all facets of the hospitality industry. We are a diverse team of innovative...SuggestedDaily paidImmediate startFlexible hoursShift work
$16.9 per hour
A leading fitness company in Walnut Creek is hiring a Client Specialist responsible for client interactions and studio maintenance. Candidates should possess strong hospitality skills, a friendly personality, and the ability to work as part of a team. This role requires...SuggestedHourly pay- ...On-Call Concierge Integral Senior Living (ISL) proudly manages care and lifestyle-focused Independent Living, Assisted Living and Memory Care communities across California and surrounding areas serving thousands of residents and families throughout the region. Guided...SuggestedFull timeNight shift
- Ali Alijanian, DDS is seeking an experienced Dental Treatment Coordinator in Walnut Creek to guide patients from consultation to completion, acting as liaison between patients, clinical staff, and insurance. This full-time role emphasizes presenting treatment plans, financial...Full time
- ...Advisor to join our dynamic team. This role is pivotal in ensuring customer satisfaction, overseeing service orders, and nurturing client relationships to promote long-term loyalty. The ideal candidate should have a minimum of 3 years’ experience, excellent communication...
- A premier concierge medical practice in Walnut Creek, CA, is seeking a full-time Licensed Practical Nurse. The role involves providing patient care, administering vaccinations, and collaborating closely with healthcare providers to deliver quality services. Applicants must...Full time
- ...Job Description & RequirementsSan Francisco Concierge MedicineStartDate: ASAP Pay Rate: $ - $ A well-established, respected concierge medicine practice in San Francisco is seeking a qualified family medicine or internal medicine physician to join their team. This...Immediate start
AMN Healthcare
Emeryville, CA7 hours ago $300k - $350k
...Job Description & Requirements San Francisco Concierge Medicine StartDate: ASAP Pay Rate: $300000.00 - $350000.00 A well-established, respected concierge medicine practice in San Francisco is seeking a qualified family medicine or internal medicine physician...Immediate startAMN Healthcare
Berkeley, CA7 hours ago- ...always in uniform when working on the property, including wearing a name identification badge. 22. All other duties as assigned by a manager or supervisor Requirements: Skills and Abilities: Speak clearly and listen carefully. Use personal judgment and...Local area
WINDSOR CAPITAL GROUP
Walnut Creek, CA11 days ago $18.67 - $20.5 per hour
...Get AI-powered advice on this job and more exclusive features. Concierge - Part Time / On Call Pay Range: $18.67 - $20.50 per hour (depends... ...living community situated on a beautifully landscaped campus. Managed by Oakmont Management Group, we provide exceptional quality,...Hourly payPart timeImmediate startRelocation- ...BMW in Berkeley, California. This role involves ensuring customer satisfaction and effective service delivery, along with providing concierge support for inquiries. The ideal candidate should possess a minimum of 3 years in automotive service, excellent communication...
- ...difference at our hotel by ensuring that all guests have a comfortable and enjoyable stay by covering all bellperson, valet, and concierge responsibilities: luggage services, restaurant/tour reservations, and hotel/city information. We are seeking a friendly, dedicated...
Radiate Hospitality, LLC
Berkeley, CA25 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Concierge. Be the first to apply!
Related searches
- director of knowledge management Walnut Creek, CA
- director revenue management Walnut Creek, CA
- weight management Walnut Creek, CA
- pain management Walnut Creek, CA
- events management graduate Walnut Creek, CA
- quality management nurse Walnut Creek, CA
- management fast track program Walnut Creek, CA
- intern - music management Walnut Creek, CA
- hotel management trainee Walnut Creek, CA
- wealth management relationship manager Walnut Creek, CA