Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Brokerage Operations & Client Solutions Specialist

$35.48 - $40.36 per hour

Role, Inc.

Bank of America is seeking a dedicated professional for brokerage support in San Francisco. The role focuses on assisting Senior National Financial Solution Advisors by providing operational support and maintaining client relationships. Ideal candidates will demonstrate strong communication abilities, a customer-focused mindset, and the capability to handle multiple priorities. This opportunity offers flexible work arrangements and a competitive wage ranging from $35.48 to $40.36 per hour. #J-18808-Ljbffr Role, Inc.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Brokerage Operations & Client Solutions Specialist in San Francisco, CA vacancy
  • $35.48 - $40.36 per hour

     ...Responsible Growth and delivering for our clients, teammates, communities and...  ...supporting Senior National Financial Solution Advisors (Sr. NFSAs), Senior Financial...  ...Advisors (FC FSAs) by providing remote operations and brokerage assistance from the financial center,... 
    Operations
    Hourly pay
    Work at office
    Remote work
    Shift work
    Day shift

    Role, Inc.

    San Francisco, CA
    2 days ago
  • HireNow Staffing Inc is seeking a proactive Client Solutions Associate to connect clients with subject matter experts and drive research...  ...City, NY, with strong emphasis on collaboration across Product, Engineering, and Operations. #J-18808-Ljbffr HireNow Staffing Inc
    Operations

    HireNow Staffing Inc

    San Francisco, CA
    4 days ago
  •  ...relationship manager for a portfolio of clients in the San Francisco region, ensuring high...  ...investment teams to deliver tailored solutions and address client needs, leveraging firm...  ...closely with internal teams (investment, operations, marketing) to deliver integrated... 
    Operations

    Cambridge Associates

    San Francisco, CA
    4 days ago
  •  ...re looking for a Sr. Product Solutions Manager to ensure our...  ...program manager, implementation specialist, and product partner. You will...  ...Implementation: Own the technical and operational setup for our customers....  ...on the new system with high client satisfaction and minimal... 
    Operations
    Temporary work
    Work experience placement
    Local area
    Immediate start
    Home office
    Flexible hours

    EvenUp

    San Francisco, CA
    5 days ago
  •  ...platforms that address evolving fraud threats rather than one-off solutions Demonstrated ability to effectively influence senior...  ...candidates You will collaborate closely with engineering and operations teams to ship market-leading products that are intuitive and easy... 
    Operations

    Checkr

    San Francisco, CA
    2 days ago
  • $50k - $65k

     ...patient access services, market access solutions, and distribution models, pharma...  ...highly driven and solutions‑oriented Client Escalations Specialist to support our growing Commercial and...  ...as a key bridge between Sales, Operations, and external stakeholders to ensure... 
    Operations
    Work at office
    Remote work

    Phil

    San Francisco, CA
    3 days ago
  • $261k - $335k

     ...inform the development of products and solutions that drive meaningful revenue growth and...  ...Product, Engineering, Marketing, Policy, and Operations to support complex deals. Partner with...  ...marketing, digital marketing, or client‑facing strategy and consulting roles. Has... 
    Operations
    Contract work

    OpenAI

    San Francisco, CA
    2 days ago
  •  ...Green Water and Power has rapidly grown to operate in over 25 states, positioning itself as...  ...will build your own pipeline, manage client relationships, and generate new business...  ...sectors. Present and sell EV charging solutions, including hardware, software, installation... 
    Operations
    Contract work
    For contractors
    Remote work

    Valid8 Financial, Inc.

    San Francisco, CA
    2 days ago
  • $95k - $109.2k

     ...Growth and delivering for our clients, teammates, communities and...  ...Partners with Product Specialists and support partners to develop...  ...banking experience across sales, operations, compliance, and/or product...  ...client engagement and solution alignment. Working knowledge... 
    Operations
    Work experience placement
    Work at office
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    3 days ago
  • $100k - $135k

     ...critical role in ensuring our clients feel supported, valued, and...  ...and processes that allow us to operate and scale efficiently,...  ...wealthtech Proficient with using brokerage platforms and Microsoft Office...  ...environment Attention to detail and solution oriented thinking Excellent... 
    Operations
    Work at office

    Frec

    San Francisco, CA
    3 days ago
  • $32 - $43 per hour

     ...a team dedicated to helping clients build stronger financial futures...  ...team provides comprehensive solutions backed by trusted expertise....  ...serve. The Wealth Client Specialist (WCS) role supports...  ...reporting, and daily support operations. Works directly with individuals... 
    Operations
    Hourly pay
    Work at office

    First Citizens Wealth

    San Francisco, CA
    4 days ago
  • $100k - $130k

     ...Sales Specialist A Sales Specialist will be responsible for originating new business, to clients and prospects, as well as maintaining existing...  ...suite of Private Capital Solutions products. This role...  ...Management, Legal, and Sales Operations. Compensation and title will... 
    Operations
    Contract work
    Flexible hours

    MSCI

    San Francisco, CA
    2 days ago
  • Opera is looking for a highly analytical and client-focused Senior Client Solutions Manager to support the growth of our Performance Advertising business...  ...across the Americas. Partnering closely with Sales, Ad Operations, Product, and Engineering teams, you will help... 
    Operations

    Opera

    San Francisco, CA
    4 days ago
  • $80k - $120k

     ...how Hinge Health comes to life for our clients and their members. As a Client Integration...  ...you’ll sit at the intersection of data operations and Customer Success, managing the file-...  ...learn-it-all who hustles to find creative solutions, acts with accountability, and leads at... 
    Operations
    Work at office
    Local area
    Worldwide
    3 days per week

    Hinge Health

    San Francisco, CA
    2 days ago
  • $75k - $85k

     ...-asset-based supply chain services and solutions company. Our services include air and ocean...  ..., contract logistics, customs brokerage, distribution, inbound logistics, truckload...  ...collaborate with Sales Team members and Operations teams to maximize sales and revenue growth... 
    Operations
    Full time
    Contract work
    Work at office
    Immediate start
    Overseas
    Shift work

    JAS Worldwide

    San Francisco, CA
    1 day ago
  • $120k - $130k

     ...Enterprise Product Support Specialist Our customers are some of the most innovative and high‑impact operators in the world. As an Enterprise Support Specialist, you’ll be...  ...Engineering, and Customer Success to deliver solutions that drive measurable outcomes. You’ll also... 
    Operations
    Shift work

    CLAY

    San Francisco, CA
    23 days ago
  •  ...assigned territory Sell logistics solutions including domestic freight, air freight...  ...freight, warehousing, and customs brokerage Identify new business through...  ...negotiate contracts Transition accounts to operations while maintaining client relationships Maintain CRM accuracy... 
    Operations

    Atalnt Llc

    San Francisco, CA
    1 day ago
  • $192k - $288k

    Citibank (Switzerland) AG is seeking an Escrow Specialist in San Francisco, California. In this...  ..., risk management, and exceptional client service. The ideal candidate has 10 years...  ...various departments to deliver comprehensive solutions. Competitive salary range is $192,000.00... 

    Citibank (Switzerland) AG

    San Francisco, CA
    2 days ago
  • $97.8k

    Visa Direct Product Solutions Associate, New College Grad - 2026 Join to apply for the Visa...  ...payment solution that Visa provides to clients to facilitate a fast & frictionless money...  ...in person and by telephone, frequently operate standard office equipment, such as telephones... 
    Permanent employment
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Free visa

    Visa

    San Francisco, CA
    2 days ago
  •  ...from 40-60 hours. Description: Client is piloting white glove grocery delivery...  ...error rate. This role is focused on Live Operations and will include proactive outbounds to...  ...upfront expectations or working through solutions when something goes wrong. You're... 
    Operations
    Work experience placement
    Remote work

    LanceSoft

    San Francisco, CA
    11 days ago
  •  ...hiring a Customer Service Representative (CSR) to join our growing Operations team. This is a foundational, entry-level role for someone...  ...@getstand.com Stand Protect, Inc. (d/b/a Stand Insurance Solutions) is a licensed insurance producer in California (License #6014... 
    Operations
    Full time

    Stand.earth

    San Francisco, CA
    3 days ago
  •  ...directly with one of our international airline clients, with opportunities to expand your expertise to other airline operations over time. Your responsibilities will...  ...with people from all walks of life and finding solutions to dynamic challenges. Why Join Pacific Aviation... 
    Operations
    Full time
    Part time
    Flexible hours
    Shift work

    Pacific Aviation

    San Francisco, CA
    4 days ago
  • $22.5 - $31.25 per hour

     ...customer concerns, providing appropriate solutions and alternatives within company standards...  ...order pick-ups for from wholesale and retail clients. Print invoices, maintain records, and assist with requests from the Operations Teams. Provide delivery updates to... 
    Operations
    Hourly pay
    Part time
    Work at office
    Local area
    2 days per week

    Four Star Seafood and Provisions

    San Francisco, CA
    1 day ago
  •  ...can make a difference in our client's real estate buying or selling...  ...a residential real estate brokerage working tirelessly for our clients...  ...to guide the day-to-day operations of his well-established residential...  ...you are in charge. You are solution oriented as curve balls and... 
    Operations
    Full time
    Part time
    For contractors
    Casual work
    Work at office
    Shift work
    Weekend work
    Afternoon shift

    Reside Network

    San Francisco, CA
    19 hours ago
  • $18 - $22 per hour

     ...members through superior service, quality products, and innovative solutions. At Advancial, we don’t just work hard – we play hard, too. We...  ..., procedures, and sound judgment. Complete daily branch operations and correct account or transaction errors. Support branch needs... 
    Operations
    Hourly pay
    Shift work

    Advancial

    San Francisco, CA
    6 hours ago
  • $44k - $46k

     ...experience About Nuans Design Our client, Nuans Design, is a modern...  ...detail-oriented Account Support Specialist to support our sales and operations team. This is an ideal role for someone...  ...follow-through and a proactive, solution-oriented mindset ~ Proficiency... 
    Operations
    Full time
    Remote work
    Flexible hours
    Weekend work

    GrabJobs

    San Francisco, CA
    4 days ago
  • $63k - $79k

     ...ERP) platform that helps companies manage and streamline their operations through a single, integrated system.Our modular suite of...  ...and contribute to process improvements, all while maintaining a solution-oriented approach in a fast-paced environment. Responsibilities... 
    Operations
    Remote work
    Flexible hours

    INDAWS

    Brisbane, CA
    3 days ago
  • $118k - $123k

     ...they need. About the Position We are looking for a Product Operations Specialist to help us scale operations and grow our capital products....  ...us! What You’ll Be Doing: Assist in developing operational solutions to help evaluate complex business risk issues in a fast-paced... 
    Operations
    Work experience placement
    Work from home
    Flexible hours

    Dormont Manufacturing Company

    San Francisco, CA
    3 days ago
  • $22 - $25 per hour

     ...when necessary. Set appointments and/or client calls to review existing policies, revise...  ..., selecting and explaining the best solution to solve the issue, expediting correction...  ...underwriting procedures, coverages, and industry operations to effectively manage, maintain, and... 
    Operations
    Hourly pay
    Work experience placement
    Remote work

    GrabJobs

    San Francisco, CA
    4 days ago
  •  ...Representatives across Mexico to support growing US-based customer support operations. This is a fully remote position for experienced customer...  ...~ Fibre internet with a wired connection ~ Backup power solution ~ Microsoft Teams / Office 365 Applications that do not... 
    Operations
    Hourly pay
    Weekly pay
    Currently hiring
    Work at office
    Remote work

    GrabJobs

    San Francisco, CA
    19 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Brokerage Operations & Client Solutions Specialist. Be the first to apply!