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
$90k - $105k
The Jonus Group is seeking a detail-oriented Client Service Manager in Walnut Creek, CA. This hybrid role (3 days onsite) is pivotal in maintaining... ...with clients and ensuring operational accuracy in financial services. Ideal candidates should possess over 3 years of experience...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 work
$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
$150k - $165k
Private Client Advisor | Series 65 Pleasant Hill, California. Direct... ...families. Deliver holistic financial planning and portfolio... ...and growth through exceptional service. Identify and develop new client... ...experience in a fee-based advisory model (RIA preferred). Experience...FinancialFull timeWork at officeLocal area- 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
$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$90k - $105k
Job Description Client Service Manager Location: Walnut Creek, CA. Hybrid: 3 days onsite Job... ...focused Client Service Manager to join a Financial Services division. This role is... ...paperwork, including applications and advisory documentation Execute and track money...FinancialWork at office$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 0-2... ...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
$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$125k - $150k
...Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the... ...review and overall portfolio financial performance. This role... ...skills. Involve firm specialists as appropriate. Strategy... ...consultative or business advisory experience preferred. CPA...FinancialWork 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- ...like? Here’s what this career entails: Engaging with Potential Clients. No cold calling, speak with people who are already interested... ...Providing Real Solutions. You’ll help clients find the right financial products, including Indexed Universal Life Insurance (IULs) and...FinancialStart working todayRemote workFlexible hours
- 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
- A financial planning firm in Walnut Creek is seeking an Advisor to assist Senior and Lead Advisors with financial planning and investment... ...a CFP® designation and have over 4 years of experience as a client-facing financial advisor. This role emphasizes collaboration and...Financial
- ...Walnut Creek, California, to deliver exceptional customer experiences in banking. This role focuses on educating customers about their financial options and identifying opportunities for retention and growth. The ideal candidate will embody accountability and proactive sales...Financial
$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$63.5k - $85.91k
...agencies that have built one of the fastest‑growing platforms in financial services. Today, we’re a global fintech leader using advanced AI, data... ..., and more scalable than ever. Role Overview The Associate Client Advisor focuses on building foundational knowledge and...FinancialImmediate startFlexible hours$150k - $165k
Mohr Talent is seeking an experienced Private Client Advisor in Pleasant Hill, California. This role requires a minimum of 10 years as a Financial Advisor and an active Series 65 license. The advisor will provide holistic financial planning while mentoring junior team...FinancialFull timeWork at office$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$60k - $75k
A leading financial advisory firm is seeking a Client Service Associate in Walnut Creek, California. This role involves providing high-quality service to clients, supporting financial planners, and ensuring compliance with regulations. Candidates should have at least 2...Financial$100k - $110k
A financial advisory firm in Walnut Creek is seeking a Manager of Client Service to enhance team productivity and client retention. The role involves overseeing team management, ensuring excellent service delivery, and acting as a key contact for operational issues. Candidates...Financial$70.3k - $150k
...best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help... ...with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored...FinancialImmediate startFlexible hours- ...Summit Financial Group is a leading financial services firm in the San Francisco Bay Area, dedicated to providing innovative... ...solutions and exceptional client service. We foster a dynamic and inclusive... ...., member FINRA /SIPC. Investment advisory services offered through Raymond...FinancialWork at officeShift work
$150k - $165k
...support and expand relationships with high-value clients. This role combines advisory expertise, client service, and business development. Responsibilities Manage... ...long-term client relationships Provide ongoing financial and investment guidance Lead client review...FinancialLocal area- Job Description We’re seeking driven, relationship-focused individuals ready to build a career in financial services. If you’re motivated by helping clients protect their future, grow wealth, and create long-term financial security—while building your own high-income career...FinancialWork from homeFlexible hours
$80k - $90k
Allworth Airline Advisors (Formerly RAA) is seeking a full-time Service Administrator in Walnut Creek, CA. This role involves managing client relationships, ensuring high-quality service, and overseeing financial operations. The ideal candidate will have over 10 years of...FinancialFull timeFlexible hours$79k - $125k
...people, willing to listen to your ideas. Our CFO Advisory Services team helps our clients scale for growth and manage significant business... ...environment. Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting...FinancialContract workWork experience placementLocal areaFlexible hours$168.8k - $230.1k
...Job Responsibilities Financial Planning and Analysis, including... ..., and presentation to clients Prepare accurate external... ...A+ client delivery; Execute services and deliverables around Operational... ...professionally develop CFO Advisory team members, actively participating...FinancialContract workWork experience placementLocal areaFlexible hours
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