Senior Strategic Service Administrator - Wealth Management
$80k - $90kAllworth Financial
Allworth Financial is seeking a full-time Service Administrator in Walnut Creek, CA. This role focuses on enhancing client relationships and streamlining service processes to support Financial Advisors. Ideal candidates should have over ten years in financial services and demonstrate leadership skills. The role pays $80,000-$90,000, plus an annual performance-based bonus. A comprehensive benefits package including medical, dental, and flexible working arrangements is provided. #J-18808-Ljbffr Allworth Financial
$170.26k - $200.3k
U.S. Bank is seeking a seasoned Wealth Management expert in Walnut Creek, California, to manage and grow high net worth client relationships. The role requires 10+ years of experience and a Bachelor's degree. Effective relationship management and business development skills...Senior- ...California. This role requires over six years of financial services experience, with a focus on client relationship management and investment knowledge. The Private Banker will manage client relationships, advise on wealth management, and ensure an exceptional experience...Senior
- ...Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth... ...addresses complex wealth management needs of clients through... ...liquidity needs. As a Senior Regional Manager you will... ...performing the compliance and administrative tasks inherent in our...SeniorWork at office
$130k - $160k
Overview The Wealth Specialist is a regional subject matter expert... ...solutions across the wealth management segment. Working in-market... ...will build relationships with senior leaders, financial advisors,... ...development/sales, financial services consulting or investment research...SeniorWork at officeLocal areaImmediate start$135k - $148k
...A leading healthcare company in San Ramon, CA is seeking a Senior HR Manager to provide strategic HR support and oversee HR functions. The role involves responsibilities in employee relations, performance management, and training development. Applicants should have 8-...Senior$170k - $210k
...Senior Wealth Advisor Menlo Park; San Francisco; Walnut Creek Why Work at Mercer Advisors... ...financial planning, investment management, business management, tax, estate, insurance... ...Reimbursement Program ~ Company Paid Concierge Services for you and your loved ones for the...SeniorTemporary workWork at officeRemote workFlexible hours$88.4k - $132.6k
Citi in Pleasant Hill, California is looking for a financial professional to strengthen client relationships and provide tailored financial solutions. You will be responsible for a range of client engagement activities, including face-to-face meetings and financial planning...Senior$100k - $275k
Bank of America in Walnut Creek, CA, is seeking a seasoned professional to lead client management and business development within its Private Bank division. The role involves advocating for clients, developing meaningful interactions, and understanding client needs. Ideal...Senior$80k - $90k
...advising, and 401(k) management with a direct approach... ...their goals and plan strategically for retirement.... ...education. SUMMARY Our Service Team consistently strives... ...excellence. Service Administrators work with our Service... ...at an RIA or wealth‑management firm Bachelor...Full timeContract workTemporary workPart timeInternshipWork at officeFlexible hours- A wealth management firm in Walnut Creek is seeking a Financial Planning Manager to lead and standardize... ..., and ensuring the accuracy and strategic value of the work. The ideal candidate... ...of financial planning experience. This senior leadership role emphasizes strategic execution...Senior
- Mercer Advisors is seeking a Relationship Manager I to enhance client relationships and service delivery. This strategic, client-facing role requires experience in wealth management, overseeing client interactions, and ensuring service commitments are met effectively....
$70k - $85k
...Sr. Service Associate Walnut Creek, California... ...advising, and 401(k) management with a direct approach... ...their goals and plan strategically for retirement. Allworth... ...working closely with senior team members to... ...experience in a client-facing administrative role within the...SeniorFull timeContract workTemporary workPart timeInternshipWork at officeFlexible hours- Bank of America is seeking a motivated individual to provide client service support to Financial Advisors in Walnut Creek, CA. The role requires a client-centric mindset and proficiency in various computer applications. Responsibilities include ensuring timely delivery...
$120k - $160k
Galderma Pharma S.A in Walnut Creek, CA, is seeking an Immunology Account Manager. This role involves achieving portfolio sales and executing strategic objectives across high-valued customer segments, including Dermatologists and pharmacies. The ideal candidate will have...Senior$187k - $337.3k
...Rewards. Employees enjoy multiple wealth-building opportunities... ...knowledge, and sales skills to manage the client lifecycle and integrate... ...and customers by providing strategic value and securing new... ...accounts, selling solutions and services. Proven ability to contribute...Full timeContract workTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours- ...A leading engineering firm seeks a Senior Project Manager for wastewater projects in Walnut Creek, CA. The ideal candidate has over 10 years... ...in project management, demonstrating strong leadership and strategic planning skills. You will engage with clients and oversee complex...Senior
- Aptiv is seeking a Strategic Account Manager - Enterprise Sales to shape long-term partnerships. You will engage with senior management to drive revenue through innovative solutions and services. The ideal candidate has over 12 years in enterprise software sales with expertise...Senior
- ...Walnut Creek, California, is seeking an Industrial Design Client Services Manager responsible for driving growth and managing complex client... ...the food and beverage sector. The ideal candidate will lead strategic pursuits, align multidisciplinary teams, and deepen...
- ...from instant quoting and planning to managing shipments with complete process visibility... ...communication. We are now seeking a Senior Account Manager - BCO Accounts to... ...focused on long‑term account ownership, service quality, and strategic partnership development with...SeniorWorldwide
$200k - $225k
...expertise, deep understanding, and strategic foresight for fast-growing... ...with Aprio. Join Aprio's Wealth Management team and you will help... ...-growing firm looking for a Senior Market Strategist to join their... ...status; military service obligations or any other category...SeniorFull timeWork at officeLocal areaRemote workFlexible hours$70k - $120k
Job Description What is the opportunity? Embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Senior Branch Service Manager is a player‑coach role, acting as the primary liaison between...SeniorFull timeWork at officeFlexible hours- ...growing insurance brokerage is seeking a Senior Commercial Lines Account Manager to join its high-performing... ...not a sales role —it’s a high-touch service and strategy position focused on long... ...Serve as a technical resource and strategic partner to both clients and producers...SeniorWork at officeRemote work
$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Senior Analyst based in Pleasant Hill, California. This role requires a seasoned professional who can develop new techniques and improve processes while integrating industry expertise. Forming strong...Senior- ...you'll join a Top 12 program managing over $2.8 billion in client... ...to a shared financial services assistant. Advisors will be... ...client relationship and less on administrative tasks. Management's role is... .... About the Role: A Senior Wealth Advisor is an experienced...SeniorImmediate start
- A leading IT consulting firm is seeking a Senior IT - Project Manager for a 6+ months contract in San Ramon, CA. Responsibilities include planning, executing, and delivering projects on time and within budget, managing team dynamics, and ensuring quality control throughout...SeniorContract work
$50 - $85 per hour
JLM Strategic Talent Partners in Walnut Creek, CA is looking for an experienced construction project supervisor to manage large-scale projects and crews effectively. The ideal candidate excels in fast-paced environments and has strong organizational and communication skills...SeniorHourly pay- A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning...Senior
$93.7k - $177.68k
...our products, education, and services, MedInsight is making an impact... ...for healthcare cost and care management. MedInsight has been ranked #... ...and client-focused Senior Enterprise Account Manager to... ...responsible for managing and growing strategic client relationships with...SeniorFull timeTemporary workWork experience placementRemote workFlexible hours$100k - $120k
CS Power Systems Inc. is looking for a Senior Financial Planning & Analysis Analyst to analyze financial data, develop forecasting models, and assist senior management in strategic decisions. This role requires 5+ years of financial experience and a Bachelor’s Degree. The...SeniorWork at office- Environmental Resources Management (ERM) seeks a Principal Consultant in Walnut Creek, California, to lead reputation management and crisis... ...communication for Fortune 500 clients. This role focuses on strategic communications amid rising scrutiny over corporate behavior,...Senior
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