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

Senior Strategic Service Administrator - Wealth Management

$80k - $90k

Allworth 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

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Senior Strategic Service Administrator - Wealth Management in Walnut Creek, CA vacancy
  • $150k - $165k

    Mohr Talent is seeking a Wealth Management Relationship Manager in Alamo, CA, with a focus on managing high-value client relationships. Candidates should have over 10 years of experience in wealth management and a Series 65 license. Responsibilities include providing financial... 
    Senior

    Mohr Talent

    Alamo, CA
    1 day ago
  •  ...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

    Aumni

    Walnut Creek, CA
    1 day ago
  •  ...Senior Regional Manager Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory...  ...performing the compliance and administrative tasks inherent in our industry. We... 
    Senior
    Work at office

    Charles Schwab

    Walnut Creek, CA
    3 days ago
  •  ...Relation Insurance Services is seeking a Senior Client Service Specialist based in Pleasant Hill, California. This pivotal role assists the Account Management and Consulting teams in providing exceptional service to clients. You'll coordinate deliverables, manage client... 
    Senior

    Relation Insurance Inc

    Pleasant Hill, CA
    3 days ago
  • $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... 
    Senior
    Work at office
    Local area
    Immediate start

    Allspring Global Investments

    Walnut Creek, CA
    3 days ago
  • Wealth Enhancement in Walnut Creek, CA is seeking an intern to join our team, focusing on client support and administrative tasks. This in-office position provides hands-on experience in a professional...  ...assist with daily operations, manage client interactions, and support... 
    Internship
    Work at office

    Wealth Enhancement

    Walnut Creek, CA
    3 days ago
  • $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... 
    Senior
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    1 day ago
  • $25 - $28 per hour

    Overview We are looking for customer service professionals who can excel at giving our guests...  ...customer service role preferred for Senior CSA). Prior experience with jewelry is neither...  ...Organizational excellence and ability to manage deadlines, multitask, and prioritize... 
    Senior
    Full time
    Home office
    Flexible hours
    Weekend work
    Afternoon shift

    Shane-Compan

    Walnut Creek, CA
    17 hours ago
  • $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

    Citi

    Pleasant Hill, CA
    2 days ago
  • $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

    Bank of America

    Walnut Creek, CA
    2 days ago
  • $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 8-1... 
    Senior

    Face Reality

    San Ramon, CA
    17 hours ago
  • 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

    Destination Wealth Management

    Walnut Creek, CA
    17 hours ago
  • $89.25k - $105k

     ...financial planning, investment management, tax and estate planning, insurance...  ...and challenges. Regis Wealth Advisors work hand-in-hand with...  ...The Relationship Manager I is a strategic, client‑facing role within the Client Service department. This role partners closely... 
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday

    Mercer-Advisors

    Walnut Creek, CA
    2 days ago
  • 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.... 

    Mercer Advisors

    Walnut Creek, CA
    3 days ago
  • $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... 
    Senior
    Full time
    Contract work
    Temporary work
    Part time
    Internship
    Work at office
    Flexible hours

    Allworth Financial

    Walnut Creek, CA
    4 days ago
  • 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... 

    Bank of America

    Walnut Creek, CA
    2 days ago
  • $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 time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    T Mobile US

    Concord, CA
    17 hours ago
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families...  ...2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,... 

    Aumni

    San Ramon, CA
    2 days ago
  •  ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...  ...financial needs.  As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... 

    JPMorgan Chase & Co.

    Walnut Creek, CA
    more than 2 months ago
  • $90k - $137k

     ...SUD. Your Tasks Develop and execute strategic plans to drive revenue, sales growth,...  ...region for Medical Device certification services. Expand existing customer accounts and...  ...alignment in collaboration with certification managers and auditors. Lead onboarding of new... 
    Senior
    Full time
    Local area
    Remote work

    TUV SUD AMERICA, INC.

    Lafayette, CA
    2 days ago
  •  ...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... 
    Senior
    Worldwide

    Skypace

    Walnut Creek, CA
    1 day ago
  • $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... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Walnut Creek, CA
    1 day ago
  • $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... 
    Senior
    Full time
    Work at office
    Flexible hours

    RBC Capital Markets, LLC

    Walnut Creek, CA
    4 days ago
  •  ...Senior Vice President, Stategic Initiatives About the Company Mission...  ...training & athletic competition services Industry Non-Profit Organization Management Type Non Profit Founded...  ...overseeing and leading various strategic initiatives within the... 
    Senior

    Confidential

    Pleasant Hill, CA
    3 days ago
  •  ...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... 
    Senior
    Work at office
    Remote work

    The Misch Group

    Walnut Creek, CA
    4 days ago
  • 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

    Fashion Institute of Design & Merchandising

    Walnut Creek, CA
    1 day ago
  • $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

    Citigroup Inc.

    Pleasant Hill, CA
    17 hours ago
  •  ...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... 
    Senior
    Immediate start

    Columbia Bank (WA, OR & ID)

    Walnut Creek, CA
    17 hours ago
  •  ...team in Walnut Creek, California. In this dynamic role, you will manage customer orders and coordinate shipments with various partners...  ...ideal candidate will have 2-3 years of experience in customer service, excellent communication skills, and strong problem-solving abilities... 

    Kinder's Premium Quality Seasonings & Sauces

    Walnut Creek, CA
    3 days ago
  • 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... 
    Senior
    Contract work

    Pyramid Consulting

    San Ramon, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Strategic Service Administrator - Wealth Management. Be the first to apply!