Senior Client Accounts & Service Specialist
Poppy Bank
Poppy Bank in Alameda, CA is seeking a Client Service Representative at senior levels to open new consumer and complex business accounts and cross-sell financial products. The role covers processing new account transactions, assisting clients with account selections, and maintaining strong client relations while ensuring compliance with state and federal regulations. The Senior CSR III position adds supervisory responsibilities and advanced banking knowledge, while CSR II/III levels focus on #J-18808-Ljbffr Poppy Bank
- ...to join our San Francisco team, offering a fee-only, holistic, client-first wealth advisory model with substantial upside. The role provides... ...support across investment, planning, trust and estate, client service, legal/compliance, business development, and marketing. Growth...Senior
- ...Sr. Logistics Account Sales Specialist Reporting to the Senior Manager, Corovan Anywhere, the Sr. Logistics Account Sales Specialist cultivates... ...strengthens strategic relationships with clients, Corovan sales personnel, service partners, and vendors. This role serves as a...Senior
- Poppy Bank in the San Francisco area seeks experienced Client Service Representatives at II, III, or Senior level to open new consumer and business accounts, process transactions, cross-sell products, and maintain client relations while complying with regulations. This...Suggested
$17 per hour
...hour + Monthly Bonus | Full-Time | Monday–Friday Make an impact—while working from home. Join BCA Financial Services and help patients resolve their accounts with empathy, clarity, and professionalism. If you enjoy problem-solving, talking to people, and being rewarded...SuggestedHourly payFull timeWork at officeImmediate startRemote workWork from homeMonday to Friday$26.92 - $31.25 per hour
...Location SFO 444 Artizan Position Type Regular The Community Account Specialist is responsible for all accounting operations of the... ...Final Deposit Accounting, and other administrative and customer service duties as required. Responsibilities of the Community Account...SuggestedHourly payFull timeWork at officeLocal area$62.4k
...Description: Job Description Summary: An accounts receivable/student accounts coordinator (AR/SAC) provides a full range of customer service to students related to their student accounts to ensure billing, financial aid, and payment transactions are accurately...Hourly payFull timeWork at officeLocal areaRemote workShift work3 days per week- ...Description Description: Position Summary: The Patient Services Specialist represents Roots Community Health Center, working as part of... ...a highly visible setting. This position provides superior client/patient service, and interacts with team members/clinic personnel...Full timeWork at officeLocal area
- ...Description Job Description Lowney Architecture is hiring an Accounting Coordinator to support our Accounting Team in our Oakland... ...working with multiple systems, vendors, project managers, and clients. Key Responsibilities Perform day-to-day accounting duties...Contract workWork at office
$90k - $100k
...vital in promoting mental health and well-being among our clients, particularly focusing on the unique challenges faced by seniors. You will leverage your expertise to deliver compassionate, client-centered services that empower individuals on their journey towards...SeniorRemote jobFull timeLocal areaWork from home$91k - $110k
...Account Specialist (Payroll and AP) The Account Specialist (Payroll and AP) at the firm supports essential accounting functions, including... ...accounts payable, preferably within a law or professional services firm, with familiarity with SurePoint preferred. A four-year...Work experience placementWork at officeTrial period$44.53 - $59.68 per hour
...Senior Financial Services Specialist Salary: $44.53 - $59.68/hour; $92,622.40 - $124,134.40/year. Employment Type: Permanent Full-Time Employment Department: Alameda County Health Work Location: San Leandro Type of Recruitment: Reinstatements/Transfers/...SeniorPermanent employmentFull time$70.93k - $88.63k
Wing Assistant - India is seeking an Accounts Specialist in San Mateo County, California. The role is listed as an entry-level, full-time position with responsibilities tied to internet marketplace platforms. Salary ranges from $70,928 to $88,629 per year, reflecting the...Full time- ...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised...For contractorsWork at office
- ...Senior Environmental Engineer/GeologistEmeryville, CA - Emeryville, CA 94608OverviewSalary Range $115,000.00 - $140,000.00 Salary... ...challenges you on a daily basis. GSI is known for exceptional client service, technical and regulatory expertise, and an ability to lead complex...SeniorFull timeWork experience placementFor subcontractorWork at officeRemote work
- ...Description Job Description:\n\nReporting to the Senior Manager, Corovan Anywhere, the Sr. Logistics Account Sales Specialist cultivates and strengthens strategic relationships with clients, Corovan sales personnel, service partners, and vendors. This role serves as a...SeniorFull timeTemporary workLocal areaRelocationWeekend workAfternoon shift
$90k
...from home on Tu/Fr. What You'll Do Research prospective accounts and key decision-makers to identify organizations that can benefit... ..., and poise during initial conversations with prospective clients. Track account activity and pipeline details accurately to support...Hourly payFull timeWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$165k - $185k
...for cash flow, and vendor activity Ensure SOX compliance Qualifications: 10 years of management experience B.S. in Accounting, or 7 years of related work experience Experience managing a large team Excellent communication skills Hybrid position...SeniorWork experience placementOverseas$80k
...are full-time employees - hired for their technical expertise, service mindset, and integrity. Because the same professional cares... ...appointment where a prospective member meets with one of our specialists to review their home, discuss projects and maintenance needs,...Full timeLocal areaWork from homeWeekend work$90k - $120k
...Advanced Rx is a Pharmaceutical Services Company headquartered in... ...is seeking a Customer Sales Specialist based in Illinois and Wisconsin... ...revenue growth with existing accounts in an assigned territory. This... ...to build and maintain strong client relationships. Proficient in...Work at officeRemote work- ...Fivetran is hiring a Commercial/Mid-Market Account Executive in the United States, based in Oakland, CA. This full-time, hybrid role blends remote work with in-office collaboration, including two days per week in the office. You will prospect, demo, and close SaaS sales...SeniorFull timeWork at officeRemote work2 days per week
- ...standing Bay Area bank, seeks a Senior Teller to manage teller transactions, advise customers on accounts, and promote Fremont Bank... ...handling skills. We value customer service excellence, time management,... ...emphasizes relationship-building with clients and colleagues across branches...SeniorWeekend work
- Grocery-Outlet in Emeryville, CA is seeking an Accounts Payable Customer Service Coordinator to support daily AP operations, monitor workflows, respond to inquiries, and ensure timely invoice processing. You will be the primary contact for internal partners, store personnel...
- Essex Property Trust is seeking a Community Account Specialist in Oakland/SFO area to manage all accounting operations for a community, including... ..., and other departments while delivering excellent resident service and maintaining Essex policies. #J-18808-Ljbffr Essex...
- ...career on your terms. Responsibilities Develop and maintain strong relationships with clients through clear and professional communication Present products and services in a confident and engaging way Conduct virtual meetings and product demonstrations to highlight...Remote jobWork from homeFlexible hours
- Accounts Specialist - Wing Assistant San Mateo County, CA $70,928.00-$88,628.80 6 months ago Referrals increase your chances of interviewing at Wing Assistant - India by 2x Seniority level Entry level Employment type Full-time Job function Other Internet Marketplace...Full time
- ...Senior Tax Professional Our client, a professional services firm, is seeking a Senior Tax Professional to join its growing team. Location: Oakland,... ...Requirements: ~3 years of tax experience in a public accounting or professional services environment. ~...SeniorFor contractorsWork at officeLocal area3 days per week
- ...loans, and digital tools. This role emphasizes building long-term client relationships, identifying needs, and educating on products,... ...experience. A strong candidate will have excellent communication skills and a customer-service mindset, with retail #J-18808-Ljbffr U.S. BankSenior
$80k - $90k
...Job Title: Accounting and Operations Coordinator Department: Administration Reports to: Chief Financial Officer Classification... ...to ensuring affordable, reliable, and sustainable utility services for all people living in California. We advocate for equitable...Full timePart timeWork at officeLocal areaRemote work$161k - $204k
...brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented peopleand empowering them tothrive, grow meaningful...SeniorDaily paidLocal area- ...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised...For contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Accounts & Service Specialist. Be the first to apply!
- customer support representative Alameda, CA
- benefits customer care representative Alameda, CA
- client service consultant Alameda, CA
- customer experience agent Alameda, CA
- customer service expert Alameda, CA
- customer service officer Alameda, CA
- financial customer service representative Alameda, CA
- customer service associate Alameda, CA
- customer service attendant Alameda, CA
- customer support specialist Alameda, CA



