Client Relations & Planning Support Specialist
Pure Financial Advisors
Pure Financial Advisors Inc. is looking for a Client Relations Specialist to join our San Diego office. This full-time role is vital to providing a welcoming experience for clients and prospective clients. Key responsibilities include administrative support for the Financial Planning department, accurate data entry, and assisting financial planners with essential functions to ensure smooth operations. #J-18808-Ljbffr
$75k - $90k
...wealth management strategies that align with clients' goals. You will assist Wealth Advisors and manage... ...data, and crafting personalized financial plans. Ideal candidates will have a Bachelor's degree and 2+ years of related experience. The role offers a competitive salary...Suggested$23 - $28 per hour
...Job Description Job Description Client Relations & Loan Originator Support Associate About C2 Financial C2 Financial is one of the nation's top-ranked mortgage brokerages, with a 30-year track record of giving independent loan officers the tools, technology,...SuggestedHourly payFull timeWork at officeMonday to Friday$21 - $24 per hour
...Kimball, Tirey & St. John LLP in San Diego is seeking a Client Service Representative to join their fast‑paced Collections team. The role involves reviewing collection accounts, processing documents, and communicating with clients. This full‑time position offers a hybrid...SuggestedHourly payFull time- ...Irvine, California. The role involves serving as a client service manager, focusing on equitable and sustainable water-related challenges, while leading multidisciplinary... ...in the water sector through strategic planning and asset management. #J-18808-Ljbffr Neier Inc...Suggested
- ...Client Support Specialist Job SummaryThe Client Support Specialist is responsible for providing first-class customer service to our clients via phone, email and other channels. This role requires the ability to troubleshoot and solve technical issues while delivering excellent...Suggested
- ...We are looking for a Remote Travel Client Support Representative to assist travelers with their travel-related needs. This role involves providing support, answering questions... ...with reviewing travel details and confirming plans Provide accurate travel information and...Remote workFlexible hours
- ...leadership, oversight, and support to a team of up to ten (10) Employment Specialists (ES) to ensure high-... ...Supervisor supports a client-centered and service-focused... ...the work is similar, related or a logical assignment... ...Recovery Action Plan (WRAP) principles in support...Contract workTemporary workWork at officeLocal areaFlexible hours
- ...join our team as a Remote Vacation Planning Specialist . In this role, you will assist clients with vacation planning, help... ...from a remote environment. Client Support & Vacation Planning In this role... ...and provide helpful travel-related information Communicate with travel...Remote workFlexible hours
- A leading fiscal agent in California seeks an experienced Agent to support and enroll clients. This role involves managing data entry, providing customer service, and communicating effectively with clients. Candidates should have experience in data entry and customer service...
- A leading fiscal agency in San Diego is seeking an Agent to support clients during their enrollment process. This position requires effective communication and accurate data entry into multiple databases. Candidates should have at least a year of experience in data entry...Weekend work
$21 - $24 per hour
...We are seeking a Peer Support Specialist who will play a crucial role... ...eligibility ~403(b) Retirement Plan + up to 6% Employer Match... ...and confidentiality of all clients. Maintain documentation in... ...agency and contract requirements related to training, public health,...Full timeContract workWork at officeLocal areaTrial periodFree visa- ...organization embraces the tenets of client-centered care, and our core... ...Provide education, support, and interventions assisting... ...QUALIFICATIONS Peer Specialist Certification required.... ...pregnancy, childbirth, breastfeeding, and related medical conditions).Contract workWork at officeShift work
$23 - $24.35 per hour
...welcomed, valued, and supported. As the beacon for our... ..., social justice, and client-centered, trauma-informed... ..., the Peer Support Specialist is responsible for providing... ..., case management plans, and service entries... ...about current issues related to the LGBTQIA+ community...Full timeContract workPart timeWork at officeShift work$17.75 - $19.5 per hour
...Veterans. We serve more than 1400 clients annually throughout the state... ..., and aspirations. We then support them in developing the skills... ...The Community Support Specialist is the direct service provider... ...information, marital status, pregnancy-related conditions, race, religion,...Flexible hours- ...Peer Support Specialist Join McAlister Institute, a 48-year beacon in San... ...~403(b) Retirement Plan + up to 6% Employer Match... ...and confidentiality of all clients. Maintain documentation in... ...agency and contract requirements related to training, public health,...Contract workWork at officeLocal areaTrial periodFree visa
$24 - $26 per hour
...: Housing Navigator / Peer Support Specialist DEPARTMENT: TPSS REPORTS... ...Lead provides services to clients accessing one of the six... ...client cases and develops action plans that meet the individual... ...psychology, counseling, or a related field, preferred. Individuals...Hourly payFull timeWork at officeLocal area$25 - $29 per hour
...Position Title: Certified Peer Support Specialist (CPSS) Program:... ...advocacy, instilling hope and related services to the target population... ...: • Inspire clients towards recovery and resiliency... ...(EAP) Low-cost Aetna HMO plan Pet Insurance, voluntary...Hourly payFull timeContract workTemporary workInternship- ...Mission Support Specialist This position requires an active Secret clearance... ...stakeholder updates. Plan and execute meetings with actionable... .... Assist in contract-related tasks, manage purchase logs,... ...approach to solving our clients' toughest challenges, helping...Full timeContract workWork at office
- ...POSITION TITLE: IPS PEER SUPPORT SPECIALIST PROGRAM DESCRIPTION: Neighborhood... ...support services to clients of the Career Core supported... ...help clients overcome problems related to achieving goals,... ...and Wellness Recovery Action Plan (WRAP). KNOWLEDGE, SKILLS...Temporary workWork experience placementWork at officeLocal areaFlexible hours
- ...Computer User Support Specialist T3W Business Solutions, Inc. is a Woman... ...is our mission to help our clients develop strategies to optimize... ...daily facility operations, planning, and compliance programs. We... ...in Information Technology or related field. ~3+ years of IT...Contract workFor contractorsFor subcontractor
$17.78 - $22.23 per hour
...SaaS Support Specialist Headquartered in San Diego, California, Inseego Corp. (Nasdaq: INSG)... ...prioritizing urgency, and responding to clients in a timely manner. Provide both phone... ...(including pregnancy, childbirth, related medical conditions or breastfeeding), gender...Local areaFlexible hours- ...About the job (Remote) Support Specialist What your impact will be: Assist in migrating documentation to the client knowledge base. Take support-related telephone calls. Create support tickets in the ticketing system with the goal of accurate documentation. Follow tier...Work at officeRemote work
- ...Computer User Support Specialist - Journeyman- Secret Cleared Perrygo is... ...resolve computer problems for clients in person, or via telephone... ...Information Technology or related field Security Clearance:... ...employer contribution ~401K Plan with employer Safe Harbor...Contract workRemote workFlexible hours
$80k - $105k
...Financial Planner to join their team. This full-time role focuses on analyzing complex financial data and creating financial plans tailored to clients' needs. Ideal candidates will have a minimum of 3 years of experience in financial planning and a Bachelor's degree....Full time$90k - $110k
AlphaCore Wealth Advisory in San Diego, CA is seeking a Wealth Planner to manage financial plans for high-net-worth clients. This full-time role involves creating financial strategies, working with tax and legal advisors, and constructing investment portfolios. Ideal candidates...Full time$30 per hour
...Position Title: Business Support Specialist Location: San Diego, CA or Pensacola, FL (100%... ...discrepancies occur • Resolve issues relating to Navy Federal systems • Test and implement... ...Resources: Seneca Resources is client driven provider of strategic...$25 - $30 per hour
...Business Support Specialist - Contract - San Diego, CA - $25.00 - $30.00/hr... ...Sponsorship not available. Our client is seeking an Business... ...discrepancies occur • Resolve issues relating to systems • Test and... ...interview tips, and career planning, so when there's a position...Hourly payContract workTemporary workLocal area$17.75 - $27.75 per hour
...We are hiring Business Support Specialist II! Role: Business Support Specialist... ...: Large Financial Services Client Location: Hybrid -... ..., and other insurance plans that offer an optional layer... ..., breastfeeding, or related medical conditions), age, sexual...Hourly payContract workLocal areaImmediate start- ...Pet)Retirement Savings Plan: 403(b) - With Employer... ...strength-based approach to support youth and families to... ...locations, including client homes, in personal vehiclePerform... ...projects and other related duties as... ...Medi-Cal Peer Support Specialist (PSS) EligibleMust meet...Work at officeTrial periodMonday to FridayFlexible hoursWeekend workAfternoon shift
$25 - $27 per hour
...seeking an enthusiastic, detail‑oriented, client‑focused Case Support Specialist to work at our fast‑paced law firm... ...accurate records of all case‑related communications and contact information... ...insurance provided at no cost. 401(k) plan with 6% dollar‑for‑dollar employer...Hourly payRemote workWork from homeHome officeFlexible hours
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