Wealth Client Services & Operations Specialist
Hightower Advisors
Hightower Advisors, located in Folsom, CA, is looking for a Client Service and Operations Associate. You will support our experienced team by ensuring client satisfaction and managing various operational tasks like account services and transaction processing. The ideal candidate will have at least 3 years of experience in Financial Services, a BA/BS degree, and strong skills in Salesforce and Microsoft Office. We offer competitive salaries and comprehensive benefits beginning on your first day. #J-18808-Ljbffr Hightower Advisors
$60k - $75k
Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client‑centric team that provides a holistic approach to wealth... .... We are searching for a Client Service and Operations Associate who naturally has a “do what...SuggestedPermanent employmentWork at officeLocal areaFlexible hours$20.67 - $25.96 per hour
...management. In addition to records services, we provide vocational... ...is powered by our people. We operate with an open‑door leadership... ...guide how we work, how we serve clients, and how we support one... ...Operations Support Services Specialist plays a key role in supporting...SuggestedHourly payFull timeWork at officeRemote workMonday to Friday$75k - $90k
...Wealth Client Management Consultant CAPTRUST is seeking a Wealth Client Management Consultant... ...one to several financial advisors to service and retain wealth client relationships.... ..., internal business partners, and operational teams at various custodians. Primary responsibilities...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours- ...Staffing Firms list. About the Role The Operations Specialist defines, supports and manages key... ...and supporting payroll processing and client invoicing activities. The Operations Specialist... ...& Offboarding Review Client Services Agreements for background and drug screening...Suggested
- ...with PestPac to optimize routes, handle billing tasks, and assist HR and payroll functions. The position requires reliable handling of office operations, weekend scheduling, and maintaining accurate records while delivering outstanding #J-18808-Ljbffr Clark Pest ControlSuggestedWork at officeWeekend work
- ...since 1875—that is committed to providing excellent customer service and giving back to our communities. We foster a... ...are seeking an individual eager to lead our teller line as an Operations Specialist . Responsibilities: Ensure all operations tasks are completed...Contract workLocal area
- ...Pest Control is seeking a Branch Administrator to support field teams and ensure smooth branch operations. The role emphasizes scheduling, payroll support, customer service and office administration in California. You will use PestPac to manage routes, handle billing,...Work at office
- ...Support role in North Highlands, California, to provide essential operational assistance across districts. The ideal candidate will assist... ...to inquiries. Experience with Microsoft Office, customer service, and decision-making skills are preferred. #J-18808-Ljbffr H&...Work at office
$25.96 - $30.29 per hour
...Job Description Job Description Client Service Specialist Arete Wealth Planning Location: Folsom, California Full-Time About Arete... ...financial planning preparation, account administration, and operational responsibilities. The ideal candidate is someone who...Full timeWork 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... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- Gemini Legal in Rocklin, CA is seeking an Operations Support Services Specialist to manage correspondence, coordinate with external facilities, review invoices, and monitor portals for timely delivery of records. This role supports compliance, accuracy, and smooth workflow...Remote jobWork at office
$20.31 - $27.09 per hour
...with the escrow process, including order management and customer communication. The ideal candidate will have a passion for customer service, excellent communication skills, and a detail-oriented approach. We offer a competitive pay range of $20.31 - $27.09 hourly and a...Hourly pay- Job Description The Client Services Specialist I serves as the primary point of contact for the majority of company departments, solving customer... ...solutions that relieve pain points, bring efficiency to operations and optimize integration. Why Choose Inductive Automation...Full timeH1bWork at officeWork visa
- ...We are seeking a dynamic and customer-focused Automotive Service Advisor to join our fast-paced dealership team. In this vital role... ...and automotive knowledge will ensure a seamless experience for clients, guiding them through service options, scheduling appointments,...
- AVANZAR (formerly The Women's Center) seeks an AI Developer (Coming Soon) to manage front-office tasks and payroll operations in Town Square. The role focuses on professional phone handling, visitor greeting, and accurate member check-in/out, supporting enrollment and...
- HDR is looking for a Network Support Specialist to assist in the operations of enterprise connectivity services. Your role will encompass troubleshooting network issues and implementing changes to support connectivity across various office environments. The ideal candidate...Work at office
- Dormont Manufacturing Co is hiring an Installer Service Specialist in Folsom, California. This role involves developing customer relationships, overseeing order deliveries, and maintaining service vehicles. Candidates with a strong mechanics background and excellent communication...
$15.5 - $18 per hour
Folsom Chevrolet in Folsom, California is seeking a full-time Business Development Representative to assist service customers, schedule appointments, and support customer retention efforts. The ideal candidate will possess excellent communication skills, customer service...Hourly payFull time- Golden 1 Credit Union is seeking a Member Service Specialist in Folsom, CA. This role involves processing financial transactions and providing exceptional customer service to our members. You will work closely with the community, developing relationships and providing...
- ...Independent Client Services Consultant (Remote) About the job Independent Client Services Consultant (Remote) We are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout...Remote work
$16.9 - $24.9 per hour
...may apply if applicable criteria are met. Overview The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift management...Hourly payMinimum wageLocal areaFlexible hoursShift workNight shift$16.9 - $24.9 per hour
...multiple premiums may apply if applicable criteria are met. Job Responsibilities Lead store team members in providing excellent customer service to retail and professional customers. Supervise customer service levels on the retail showroom, including team member execution on...Hourly payMinimum wageLocal areaFlexible hoursShift workNight shift- The Installer Service Specialist is an experienced and technical parts specialist who services the needs of professional customers through the store’s installer counter. This position will oversee and direct the daily activity of the delivery specialist to ensure customers...Local areaFlexible hours
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team... ...to follow instructions and interpret operational documents is required Must be able to... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workLocal area
- A travel consultancy firm is seeking an Independent Client Services Consultant to join its remote team. You will assist clients with travel planning, bookings, and ongoing support throughout their journeys. Ideal candidates should have reliable internet, a customer service...Remote job
- Golden1 is seeking a Member Service Specialist in Folsom, CA, focusing on processing financial transactions and providing excellent customer service to members. You will handle operations such as deposits, withdrawals, and fraud reporting while ensuring compliance with...
$17.64 - $26.49 per hour
...About The Role The seasonal Operations Technical Specialist supports the operational readiness of H&R Block’s seasonal tax office network. This role ensures offices are fully equipped, functional, and aligned with brand standards by providing hands‑on operational, technical...Minimum wageTemporary workPart timeWork experience placementSeasonal workWork at officeLocal areaRelocationFlexible hours- Poppy Bank is seeking a Client Service Representative at multiple levels to open new consumer and business accounts, process transactions, and cross-sell bank products. The role emphasizes accurate account maintenance, client relations, and adherence to all bank policies...
- ...winning and high performing $5 Billion community business bank operating through 9 offices - 5 in the Capital Region, 1 in Chico, 1 in... ...market. And they trust us. Position Overview The Loan Operations Specialist is responsible for overseeing and managing centralized loan...ApprenticeshipBank staffWork at officeLocal area
$27.99 - $39.77 per hour
...North Bay Business Journal, is seeking an Operations Specialist to join our office onsite in either... ...for all internal and external clients. This role is responsible for computing... ...related to area of specialty. Support Services Partner with branch personnel to recommend...Work experience placementBank staffWork at office
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