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  •  ...contracts, ensure compliance, and deliver exceptional service. Ideal candidates have 1 year of customer-facing experience, potential legal intake exposure, and bilingual English/Spanish communication skills. This contract role offers training pay, shift differentials, and... 
    Suggested
    Full time
    Contract work
    Shift work

    Apexchat

    San Ramon, CA
    2 days ago
  •  ...consumer and business accounts, teller transactions, and new account openings while recommending suitable financial products to meet client needs. The role emphasizes relationship-building, customer service excellence, and collaboration with branch leadership to support... 
    Suggested

    AppleOne Employment Services

    San Ramon, CA
    6 days ago
  • $12 per hour

    Apexchat is hiring a PART TIME Call Center Agent to be the primary contact for customers across multiple industries, including law firms. You will handle inbound and outbound calls, manage legal contracts, and ensure compliance while delivering exceptional service. This...
    Suggested
    Part time
    Relocation package
    Shift work

    Apexchat

    San Ramon, CA
    2 days ago
  • $49k - $91.3k

     ...Senior Client Service Specialist The applicable base salary range for this role is $49,000 to $91,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements... 
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    Minimum wage

    Mercer France

    San Ramon, CA
    2 days ago
  • $62.5k - $78k

     ...San Ramon, CA, US 4 days ago Requisition ID: 1915 Salary Range: $62,500.00 To $78,000.00 Annually GENERAL JOB DESCRIPTION The Sr. Client Accountant Specialist provides outstanding service to our clients by maintaining an accurate, complete, and up-to-date general... 
    Suggested
    Full time

    ADP, Inc.

    San Ramon, CA
    3 days ago
  • $195.1k - $265.9k

     ...applicable), and the related tax implications, consequences and treatment. Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and... 
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    Contract work
    Local area
    Work from home
    Flexible hours

    Armanino Advisory LLC

    San Ramon, CA
    2 days ago
  • Talnt is seeking an experienced Tax Director to join our Private Client advisory practice in San Ramon, California. This leadership role involves providing strategic tax advisory services and managing complex tax engagements for high net worth individuals, families, and... 
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    Private practice

    Talnt

    San Ramon, CA
    4 days ago
  • $19 - $22 per hour

     ...Client Service Representative- San Ramon, CA Gateway Pet Hospital is Hiring a Client Service Representative! Role: Client Service Representative (CSR) Status: Full-time Pay: $19$22 per hour, depending on experience Schedule: Monday - Saturday, 40 hours per week,... 
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    Hourly pay
    Full time
    Temporary work
    Work at office
    Flexible hours
    Weekday work

    Gateway Pet Hospital

    San Ramon, CA
    5 days ago
  • $75k - $80k

     ...services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA)... 
    Suggested
    Permanent employment
    Work experience placement
    Local area

    HighTower Advisors

    San Ramon, CA
    4 days ago
  • Farmers Insurance - Oklahoma is seeking an Account/Office Manager to lead exemplary customer service for current clients and prospects. The role handles policy changes, maintains product knowledge, and answers client questions in a full-time capacity. The ideal candidate... 
    Suggested
    Full time
    Work at office

    Farmers Insurance - Oklahoma

    San Ramon, CA
    3 days ago
  •  ...through entities, estates and trusts, with senior oversight. The candidate will lead engagements, mentor staff, develop tax strategies, and stay current with evolving tax laws while delivering practical business solutions to clients. #J-18808-Ljbffr Armanino Advisory LLC
    Suggested

    Armanino Advisory LLC

    San Ramon, CA
    3 days ago
  • ADP, Inc. in San Ramon, CA is seeking a Sr. Client Accountant Specialist to manage a portfolio of client ledgers, oversee AP/AR, journal entries, payroll submission, bank reconciliations, and monthly financial statements. You will be a trusted point of contact, partnering... 
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    ADP, Inc.

    San Ramon, CA
    3 days ago
  •  ...Securities Industry licenses (SIE, Series 7, Series 66) and learning foundational advisory skills. After licensure, you’ll build and manage client relationships, provide comprehensive financial advice, and collaborate with banking and Merrill teams to meet client needs. The... 
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    Bank of America

    San Ramon, CA
    2 days ago
  • Armanino is seeking a PCA Tax Supervising Senior to lead sophisticated tax compliance, consulting, and wealth-preservation workflows for UHNWIs and family offices. You will supervise staff accountants and interns while guiding complex filings from our San Ramon or San Jose...
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    Flexible hours

    Vivid Resources

    San Ramon, CA
    6 days ago
  • Poppy Bank is seeking a Client Service Representative II/III to open consumer and business accounts, cross-sell services, and maintain client relations. The role emphasizes accuracy, regulatory compliance, and excellent customer service across banking products. The position... 
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    Poppy

    San Ramon, CA
    2 days ago
  • H&R Block in California is seeking a seasonal Tax Associate to work in-person at a local tax office. You’ll meet with clients, gather information, and prepare tax returns with training from day one. No prior tax experience is required; you’ll earn a competitive hourly rate... 
    Hourly pay
    Seasonal work
    Work at office
    Local area
    Afternoon shift

    H&R Block, Inc.

    San Ramon, CA
    2 days ago
  • $195.7k - $254.4k

     ...fiduciary income, and related tax matters for high-net-worth individuals, families, trusts, and estates. Serve as a senior advisor to clients and their professional advisors on sophisticated estate, gift, and trust planning strategies, including multigenerational wealth... 
    Local area
    Flexible hours

    Armanino Advisory LLC

    San Ramon, CA
    2 days ago
  •  ...Job Description Job Description Description: Client Service Team Leadership: Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards. Establish and manage... 
    Work at office

    SUMMIT FINANCIAL GROUP LLC

    San Ramon, CA
    6 days ago
  • $100k - $130k

     ...Job Description Job Description Job Title: Client Success Manager Organization: The Surplus Line Association of California (SLA) Location: San Ramon, CA Position Type: Full-time, Hybrid Salary: $100,000 - $130,000 Come join our team — we’d love to... 
    Full time
    Work at office
    Local area
    Flexible hours

    The Surplus Line Association of California

    San Ramon, CA
    24 days ago
  • $149.6k - $234.3k

     ...opportunities in large complex accounts Ability to understand and provide complex network solutions through collaboration with clients and internal resources Proven track record of success Looking for candidates from Verizon, TMo, former AT&T employees and other... 
    Full time
    Temporary work
    Work at office
    Local area

    AT&T

    San Ramon, CA
    13 hours ago
  • $105k - $130k

     ...we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock... 
    Work at office
    Local area
    3 days per week

    Franklin Templeton

    San Ramon, CA
    1 day ago
  •  ...growing at nearly 60% YoY since its inception, Brillio is one of the fastest growing digital technology service providers. We help clients harness the transformative potential of the four superpowers of technology - cloud computing, internet of things (IoT), artificial... 

    Brillio

    San Ramon, CA
    2 days ago
  •  ...solutions, we want to hear from you!  Responsibilities  Perform intake assessments Provide mental health therapy for individuals,...  ...and children Create individualized treatment plans for each client Use evidence-based treatment methods to facilitate group and... 
    Flexible hours

    Treehouse Family Counseling Services

    San Ramon, CA
    12 days ago
  • $28.63 per hour

     ...through wrap-around care and informed advocacy. To learn more about Swords to Plowshares, please visit our website at Job Title: Client Intake Specialist Location: Oakland, CA Reporting Type: In-person Employment Type: Non-exempt, Full-time Salary Range: $28.63 per... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area

    Swords to Plowshares

    Oakland, CA
    4 days ago
  • $150k

     ...who is ready to take an active and growing role in representing clients at every stage of a case. Experience in employment litigation...  ...individual, multi-plaintiff, class, PAGA, and appellate matters from intake through resolution Draft pleadings (complaints, answers,... 

    Mill Law Center

    San Ramon, CA
    4 days ago
  • $39.5 - $43.5 per hour

     ...massages in a professional and comfortable setting  Analyzing client current needs and creating a programmatic treatment plan Ensuring...  ...Remain compliant with all state regulatory boards in regard to intake forms, waivers, and SOAP notes Qualifications The... 
    Full time
    Part time
    Shift work
    Weekend work
    Afternoon shift

    Equinox

    San Ramon, CA
    8 days ago
  • $32 per hour

     ...Client Intake Coordinator Emergency Department -Day Shift Up to $32.00/hour (DOE) + $5.50/hour Shift Differential (6:00 PM6:00 AM) Full-time opportunity in Concord, California Schedule: WednesdaySaturday | 6:00 am - 4:30 pm Be the calm, compassionate presence that... 
    Full time
    Temporary work
    Flexible hours
    Shift work
    Night shift
    Day shift

    VRC Malvern

    Concord, CA
    3 days ago
  •  ...to join our team to be the welcoming face of the agency for our clients and their supportive primary contact. We believe a healthy...  ...prospective homeowners and nonprofits seeking assistance, the Client Intake and Outreach Specialist assists with outreach to prospective... 
    Full time
    Flexible hours

    Rebuilding-Together-Peninsula

    Redwood City, CA
    6 days ago
  • $160k - $250k

     ...offers the chance to handle business and real estate disputes from intake through resolution at a well-regarded litigation boutique, with...  ...discovery, and taking and defending depositions, with direct client contact from the start. The role is hybrid, with two remote days... 
    Temporary work
    Remote work

    Jobleads-US

    San Ramon, CA
    1 day ago
  •  ...seeking a civil litigator who wants genuine ownership of matters from intake to resolution with real courtroom time and a clear path to first...  ...motions, run discovery, take and defend depositions, and maintain direct client contact from the start. #J-18808-Ljbffr Jobleads-US
    Remote work

    Jobleads-US

    San Ramon, CA
    4 days ago