Client Services Specialist - Financial Advisory
$50k - $55kAllworth Financial
Allworth Financial is looking for a Front Desk Associate/Service Associate Hybrid in Pleasant Hill, California. This full-time position focuses on providing exceptional client service, managing office tasks, and supporting advisors. Responsibilities include greeting clients, managing appointments, and enhancing client experiences. The role requires strong communication and organizational skills, with a salary range of $50,000–$55,000 annually. Competitive benefits include medical, dental, vision insurance and paid time off. #J-18808-Ljbffr Allworth Financial
$60k - $100k
...of America seeks an individual to support the Financial Advisor team in Walnut Creek. This role involves managing client relationships, assisting with investment strategy... ..., and ensuring high levels of client service... The ideal candidate will possess strong communication...Financial- 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...Financial
- A growing financial services firm is seeking a Client Engagement Specialist for a commission-only role that offers the flexibility of remote work. This position is ideal for ambitious individuals and provides an uncapped commission structure based on performance. Responsibilities...FinancialRemote job
$163k - $240k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...and in many of the world’s leading financial centers - New York, London, San... ...Baker Tilly) provide professional services through an alternative practice...FinancialLocal areaWorldwideShift work- ...individuals to join our expanding team as Client Engagement Specialist on a 1099 contract basis. This... ...comprehensive training on our products/services, sales techniques, and virtual communication... ...-only role where you'll be offering financial products such as IULs, Annuities,...FinancialContract workRemote work
$34.32k - $90k
Morgan Stanley is seeking a Client Service Associate in Walnut Creek, CA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily operations. Key responsibilities include assisting with transactions, maintaining client relationships...FinancialWork at office- ...Private Client Advisor II Walnut Creek, California... ...purpose to help make financial lives better through... ...bank's capabilities and services to meet specific... ...identify the need for team specialists; collaborate closely with... ...Client Solutions Advisory Prospecting Wealth...FinancialWork at officeShift workDay shift
- A leading consulting firm located in San Ramon, CA is seeking a CFO Advisory professional to support clients in financial planning and analysis. The ideal candidate must have a BS degree in Accounting or Finance and 2-4 years of relevant experience. Strong skills in Excel...Financial
$216k - $288k
...Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting... ...advisory solution providing clients with a personal relationship, specialized... ...seeking an individual with extensive financial services experience to share with...FinancialWork at office$55.7k - $99.5k
...remotely, hybrid, or in-office. The Senior Client Representative position is responsible... ...a daily basis by providing exceptional service to our clients and their employees. What... ...in addition to a full range of medical, financial, and/or other benefits (including 401(k)...FinancialHourly payFull timeContract workWork at officeLocal areaRemote workFlexible hours$16.83 - $39.9 per hour
...policy documents, renewals, and day-to-day servicing requests, acting as the primary contact... ...any administrative tasks related to a client's policies. The Account Coordinator must... ...accounts while preserving the company’s financial interests. Keeps up to date with industry...FinancialWork at officeLocal area- ...foundation in audit and assurance services. The ideal candidate has 02... ...range of audit, accounting, tax, advisory, and compliance services to a diverse client base, including securities funds... ...Contribute to the preparation of financial statements and supporting schedules...FinancialWork at officeFlexible hours
$25 - $32.75 per hour
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...in many of the world's leading financial centers - New York, London, San... ...Tilly) provide professional services through an alternative practice structure...FinancialTemporary workWork at officeLocal areaWorldwideWeekend work$110k - $130k
...tax returns for high net worth clients. Ensure accuracy and... ...industry developments. Analyze financial data and documents to... ...departments to ensure seamless service delivery. Provide support... ...expertise in accounting, tax, advisory, benefits, insurance, and technology...Financial- ...with Beacon National Agency? Forge Your Financial Future: Uncapped Commission Structure. At... ...– the more effectively you connect with clients and drive value, the greater your... ...While a background in sales or customer service is an advantage, it's not a strict requirement...FinancialFor contractorsSelf employmentLocal areaImmediate startRemote workWork from home
- Baker Tilly Advisory Group, LP is seeking a Senior Manager to join their Transaction Advisory Service team in Walnut Creek, California. This role involves providing diligent advisory services to meet clients' complex financial needs. Ideal candidates should have at least...Financial
$50 - $85 per hour
...top 10 national professional services firm where **our purpose is to... ...*** every day, for our clients, our people, and our communities... ...through industry-focused wealth advisory, digital, audit, tax,... ...audit roles (Interim Controller, Financial Reporting Manager, Internal Audit...FinancialHourly payWork experience placementInterim roleFlexible hours- ...Senior Manager, Private Client & Family Office Services The Tax Senior Manager... ...mitigating risk and managing the financial performance of their... ...clients Explains the Advisory service offerings, as... ...analysis Involves firm specialists, as appropriate BDO USAFinancialWork at office
$68k - $80k
...families amplify and simplify their financial lives by integrating... ...legally bound to act in our clients’ best interests — always. Mercer... ...- including size, growth, service quality, technology, succession... ...contributor to the success of the advisory team. This role offers a...FinancialTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$20.75 - $24.37 per hour
...needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store'... ...handling of documents, media, and packages Processes financial transactions using a Point of Sale terminal (POS),including handling...FinancialContract workWork at officeLocal areaShift work$60k - $96k
...investment products and services for individuals,... ...This role supports the Financial Advisor (FA) team to develop and enhance client relationships. Responsibilities... ...engaging with specialists and partners to address... ...Management Client Solutions Advisory Portfolio Management...FinancialShift workDay shift- JPMorgan Chase & Co. seeks a dedicated professional to enhance client experiences and build relationships. The role involves managing clients, understanding their financial needs, and tailoring recommendations effectively. You should have sales experience in Retail Banking...Financial
- ...to build a rewarding career while delivering exceptional service and driving sales performance from the comfort of your... ...ll do: Build virtual relationships with pre-qualified clients Provide tailored financial solutions (Life Insurance, IUL, Annuities) Present strategies...FinancialRemote jobFull timeWork from homeFlexible hours
$90k - $110k
A financial services firm in Walnut Creek, CA is seeking a Client Service Manager to enhance client relationships and support advisors. Key responsibilities include managing client requests, preparing reports, and ensuring compliance. The ideal candidate should have 3+...Financial- JPMorgan Chase is seeking a Private Client Advisor in Walnut Creek, California, with a strong commitment to client relationships and diversity. This role involves comprehensive financial planning and investment solutions for various clients, from newcomers to seasoned...Financial
- Armanino Advisory LLC in San Ramon, CA, is seeking a self-starter to join their CFO Advisory team. The role involves financial planning and analysis, providing US GAAP technical expertise, and preparing accurate external financial reports. The ideal candidate has a BS degree...FinancialFlexible hours
- JPMorganChase is seeking a Relationship Banker in Walnut Creek, California, who will engage with clients to provide exceptional service and financial solutions. You'll manage client relationships and utilize the latest digital banking technology. The ideal candidate will...Financial
$34.32k - $90k
711 MS Smith Barney, LLC in Walnut Creek is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors. Responsibilities include executing transactions, providing client support, and assisting in marketing strategies...Financial$90k - $110k
Heffernan Insurance Brokers is looking for a Client Service Manager in Walnut Creek, California. This role requires delivering high service... .... The ideal candidate should have over three years of financial services experience, excellent communication skills, and hold...Financial- TwinThread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial planning and advice to a diverse clientele. This role involves building... ...will have at least 2 years of financial advisory experience, hold a Series 7 and 66 license, and...Financial
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