Virtual Client Services Associate
AO Garcia Agency
Stop hunting strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp. Why this is different
- The work has a point — families protecting income and future.
- Home base. No office required.
- You are trained before you are expected to perform.
- Your pipeline is warm leads.
- High performers get a leadership track.
Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Virtual Client Services Associate in Sacramento, CA vacancy
$50k - $85k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedFull timeTemporary workWork at officeLocal areaWork visa- Gallagher Benefit Services is seeking a detail-oriented Client Service Associate to support our Employee Benefits brokerage team on a temporary basis. You will assist account teams with client service, benefits administration, open enrollment activities, renewals, carrier...SuggestedRemote jobTemporary work
$50k - $85k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal areaWork visa$265k - $320k
Job Description Private Client Services Associate (Mid-Level to Senior) An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite...SuggestedFull timeTemporary workPrivate practice$24 - $33 per hour
...For more information, visitguardanthealth.comand follow the company onLinkedIn,X (Twitter)andFacebook. Position Summary The Client Services Associate II is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory,...SuggestedFor contractorsWork experience placementWork at officeRemote workWork from home- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Sacramento, CA. The role focuses on building trusted client relationships and handling daily clerical tasks to support account management. Responsibilities...
$35.12k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role...Temporary workWork at officeLocal areaWork visa- Gallagher is seeking a detail-oriented Client Service Associate to support our Employee Benefits brokerage team on a temporary basis. This remote US role with PST hours focuses on benefits administration, renewals, and day-to-day client service activities. You will prepare...Remote jobTemporary work
- EPIC Insurance Brokers & Consultants is hiring an Insurance Client Service Coordinator (CSC) in a hybrid role with in-office days in Rancho Cordova, CA or Reno, NV. This entry-level position interfaces with clients and colleagues to deliver service, assist with renewals...Work at office
$22 per hour
...creator of innovative technology that provides value‑added services for collectors worldwide. We grade, authenticate, vault,... ...expectations and answer any questions you have. We’re looking for Client Services Associates / Collectors Concierges to join our Customer Experience...Hourly payFull timeWork at officeRemote workWorldwideFlexible hoursShift work$35.9 per hour
...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications...Hourly payTraineeshipWork experience placementWork at officeLocal areaShift workDay shift- First Step Communities in Sacramento is seeking Client Support Associates (CSA) to help residents at Stockton Safe Stay, a semi-outdoor program on Roseville Road Shelter. You will monitor guests, provide safety, and connect clients with resources. This in-person, full-time...Full timeWeekend work
- ...Client Services Specialist The Client Services Specialist is a key member of the team, responsible for delivering exceptional client experience... ...software applications. Comfortable with conducting virtual client presentations, training, and onboarding sessions using...VirtualTemporary workWork at office
$28.33 - $39.66 per hour
Your Role The Operational Quality Services team conducts audits, documents quality issues and performance measures and conduct reviews... ...Knowledge and experience with claims processing preferred Hybrid Virtual Work This role allows employees to work virtually full-time,...VirtualFull timePart timeWork at officeLocal areaImmediate startWork from homeHome office2 days per week- ...Aisles & Abroad is seeking a Client Relations Assistant to support client communication and coordination, focusing on maintaining positive... ...individuals who enjoy building strong relationships in a virtual environment. Key responsibilities include managing inquiries, timely...VirtualRemote work
- A virtual staffing agency is seeking a Virtual Customer Service Professional to handle inbound calls and resolve client concerns. Candidates should possess excellent communication skills and have at least 3 months of customer service experience. This role offers flexible...VirtualRemote workHome officeFlexible hours
$120k - $180k
...position offering meaningful case ownership, direct client contact, substantial autonomy, and the... ...courts. We are committed to exceptional client service, proactive communication, accountability, and efficient virtual operations. POSITION SUMMARY We are seeking a California...VirtualRemote jobFull timeWork at officeMonday to Friday$70k
Retirement Service Specialist About the Role We are seeking a Retirement Service Specialist... ...and communication strategies. Lead virtual presentations, workshops, new-hire meetings... ...company's CRM. Participate in occasional client meetings or events as needed. Qualifications...VirtualRemote job- ...seasoned leaders within an encouraging and cooperative team environment. Client Needs Assessment: Connecting with pre-screened clients to evaluate their financial goals and coverage requirements. Virtual Consultations: Conducting professional online meetings and phone...VirtualRemote work
- ...career where your effort, communication, and service directly matter? AO Globe Life is... ...Financial Services Representatives to support clients seeking life, accident, and supplemental... ...Engage with prospective clients through virtual appointments Establish rapport and...VirtualHourly payFor contractorsLocal areaRemote work
$77k - $202k
...Description & SummaryThe OpportunityAs an HCP Engagements - Managed Services - Health PLS, Senior Associate you will support risk and compliance work within our Business & Supply Chain Operations practice, helping clients navigate regulatory requirements and strengthen internal...Full timeH1b$69k
...management. You will work remotely, serving clients by providing guidance and protection... ...from within Supportive and collaborative virtual team environment Qualities We Value... ...relationship-building skills Sales or customer service experience is helpful but not required...VirtualRemote jobWork from homeFlexible hours$30 - $40 per hour
Customer Service Representative-Remote job at Auto Glass Perfections. Los Angeles County, CA. Job Description: Customer Service Representative... ...exceptional service experience. You'll work in a supportive, virtual environment with opportunities for growth and development....VirtualRemote jobHourly payFull timePart timeWork from home$35k - $65k
...Customer Support Specialist to assist with client communications and support coordination.... ...and comfortable working in a structured, service-focused environment. Key... ...ability to stay organized and productive in a virtual setting. #J-18808-Ljbffr Aisles & AbroadVirtualRemote jobFlexible hours- ...scheduled customer visits, meetings, and check-ins (in-person and virtual) Build strong, professional relationships with key customer... ...experience Facilitate performance review discussions aligned with service commitments Issue Resolution & Escalation Management...VirtualContract workFor contractors
$40k - $70k
Position Overview We are seeking a professional and service-oriented Client Relations Assistant to support client communication and coordination... ..., and enjoy building strong client relationships in a virtual environment. Key Responsibilities Assist with managing client...VirtualRemote jobFlexible hours$66.53k - $99.79k
...Account Service Coordinator Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration... ...with the autonomy of virtual work, promoting a dynamic and adaptable... .... Virtual presentation and client communication experience...VirtualTemporary workWork experience placementWork at officeLocal area2 days per week1 day per week$23 - $26 per hour
...centered, organized, and proactive Student Services Officer to support student success,... ...as assigned. Qualifications Required Associate's degree required; Bachelor's degree preferred... ..., hands‑on experiences, including virtual reality and simulation labs—ensuring students...VirtualWork experience placementSeasonal workWork at officeLocal area- ...the California Department of Developmental Services (DDS) to provide services and supports to... ...Job Functions Consult with the Manager, Client Services Staff, liaison, and specialist... ...our office location. Frequent telephone, virtual, and out-of-office meetings are required....VirtualInterim role
$80k - $100k
...and Pluto TV streaming inventory, giving clients a truly end-to-end screen solution backed... ...client relationships through remarkable service and strategic guidance Identify client... ...teams. Opportunities for both on-site and virtual engagement events. Unique...VirtualLive inLocal areaWeekend workDay shiftAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Virtual Client Services Associate. Be the first to apply!
Related searches
- service advisor automotive Sacramento, CA
- internal service advisor Sacramento, CA
- staff services manager Sacramento, CA
- patient service specialist Sacramento, CA
- court services officer Sacramento, CA
- protective services officer Sacramento, CA
- service delivery associate Sacramento, CA
- community services specialist Sacramento, CA
- transaction services specialist Sacramento, CA
- environmental service worker Sacramento, CA





