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  •  ...4+ years of HR experience, fluency in both English and Spanish, and proficiency in HRIS systems. The position involves new-hire onboarding, managing employee records, and assisting with recruiting processes. You will play a vital role in connecting with diverse teams... 
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    Beewise

    San Ramon, CA
    2 days ago
  • $60k - $70k

     ...employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our... 
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    Hourly pay
    Work at office
    Local area
    2 days per week

    EPIC Brokers

    San Ramon, CA
    3 days ago
  • $170k - $190k

    Overview As a Client Security Principal (CSP) , you will be responsible for ePlus’ regional security business, working in concert with the regional vice president (RVP) and services leadership. This position is critical to the company’s security success and is the primary... 
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    Local area

    ePlus inc.

    San Ramon, CA
    4 days ago
  • Independent Client Services Consultant (Remote) About the job Independent Client Services Consultant (Remote) We are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout... 
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    Remote job

    Travel With Lani

    San Ramon, CA
    3 days ago
  • $20 - $24.98 per hour

    A leading banking institution seeks a part-time Teller in San Ramon, California. This entry-level position involves assisting with branch activities, providing exceptional customer service, and processing transactions. Ideal candidates should have sales and customer service...
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    Hourly pay
    Full time
    Part time

    Citi

    San Ramon, CA
    3 days ago
  •  ...Job Description Job Description Description: Client Service Team Leadership: Supervise Client Services Coordinators and the...  ...volunteer outings.) Client Services: Act as the quarterback for onboarding new advisors by working with the advisor, broker/dealer and... 
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    Work at office

    SUMMIT FINANCIAL GROUP LLC

    San Ramon, CA
    26 days ago
  • A leading technology solutions provider is seeking a Client Security Principal (CSP) to drive its regional security business in San Ramon, California. This role requires collaborating with regional leadership, engaging with strategic customers, and achieving financial... 
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    ePlus inc.

    San Ramon, CA
    4 days ago
  • A leading financial services company in California is seeking a Financial Solutions Advisor Stage I. The ideal candidate will help clients achieve their financial goals and will obtain necessary industry licenses during training. Responsibilities include advising clients... 
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    Hourly pay

    National Black MBA Association

    San Ramon, CA
    4 days ago
  • A travel services company is seeking an Independent Client Services Consultant (Remote) to assist clients with planning and booking their travel. This role requires effective communication and problem-solving skills to resolve client issues and ensure quality service.... 
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    Remote job

    Travel With Lani

    San Ramon, CA
    3 days ago
  • A leading wealth management firm based in San Ramon is seeking a Wealth Advisor. In this role, you will maintain and expand client relationships, develop personalized financial plans, and engage in portfolio reviews. Candidates should have over 5 years of relevant experience... 
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    Hightower Advisors

    San Ramon, CA
    2 days ago
  • A leading financial institution in San Ramon, California is seeking an enthusiastic professional to manage client relationships and deliver exceptional customer service. You will execute the bank's risk culture and support clients in meeting their financial needs while... 
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    Bank of America

    San Ramon, CA
    1 day ago
  •  ...in San Ramon, California. This role involves obtaining specific securities licenses and delivering tailored financial solutions to clients. Candidates should possess a strong client-focused mentality and the ability to build relationships. Extensive training is offered... 
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    Bank of America

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

     ...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 have you!  At the SLA, we take pride... 
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    Full time
    Work at office
    Local area
    Flexible hours

    The Surplus Line Association of California

    San Ramon, CA
    a month ago
  • $120.3k - $166.1k

     ...Bachelor's degree and has a quality assurance-focused mindset with over 4 years of relevant tax consulting experience. You will guide client relationships and support staff in their career growth, with a compensation range of $120,300-$166,100 and comprehensive benefits... 
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    Armanino LLP

    San Ramon, CA
    11 hours ago
  •  ...consulting firm in San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's degree in accounting, relevant certifications, and at least 4 years of experience in... 
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    Flexible hours

    Armanino

    San Ramon, CA
    4 days ago
  •  ...disparagement, references policy) are completed and documented. Legal Onboarding Administration Complete Form I‑9 employment eligibility...  ...under attorney supervision. Understanding of attorney‑client privilege and work product doctrine in the HR context; ability... 
    Work at office
    Local area
    Immediate start

    Soteria Solutions

    San Ramon, CA
    2 days ago
  • $31 - $33 per hour

     ...Esthetician Support Specialist is crucial for facilitating seamless onboarding, ongoing support, and long‑term success of our Acne Experts...  ...education. 1+ years of experience in customer support, client service, call center, or similar customer‑facing role preferred... 
    Hourly pay
    Work at office
    Remote work
    Monday to Friday

    Face Reality

    San Ramon, CA
    2 days ago
  • $85k - $105k

     ...rapidly and efficiently. Job Description: Exciting opportunity for a client services professional to join a rapidly growing fund...  ...firm! The Fund Controller role plays a key role in helping to onboard new clients to Standish’s fund accounting group. In conjunction... 
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    For subcontractor
    H1b
    Work at office
    Work visa

    Standish Management, LLC

    San Francisco, CA
    2 days ago
  • $85k - $105k

     ...rapidly and efficiently. Job Description Exciting opportunity for a client services professional to join a rapidly growing fund...  ...firm! The Fund Controller role plays a key role in helping to onboard new clients to Standish’s fund accounting group. In conjunction... 
    Work at office

    Standish Management UK

    San Francisco, CA
    3 days ago
  • $35 - $50 per unit

     ...you’ll travel to local parks, lacrosse fields, or directly to clients’ locations in your area. Work within your community and neighboring...  ...: Start within 24-48 hours post-interview, depending on onboarding completion. General Liability Insurance Coverage : STXZ will add... 
    Local area
    Flexible hours

    STXZ LLC

    San Ramon, CA
    1 day ago
  • $100k - $120k

     ...minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors...  ...expand existing client relationships, leading a first‑class onboarding experience for new client relationships Develop and implement... 
    Permanent employment
    Local area
    Immediate start

    Hightower Advisors

    San Ramon, CA
    2 days ago
  • A technology startup based in San Francisco is looking for a Client Operations professional to oversee the entire onboarding process from contract signing to customer activation. This pivotal role requires strong operational skills and the ability to work with founders... 
    Contract work
    Immediate start

    Slope

    San Francisco, CA
    11 hours ago
  •  ...example for new Account Executives and assist in the training, onboarding and motivating new team members. In the role as an Enterprise...  ...will: Build relationships with prospective enterprise-level clients. Leverage the following strategic sales motions: Strategic Account... 
    Remote work
    Flexible hours

    Flosum

    San Ramon, CA
    11 hours ago
  • $50 per unit

     ...run your own independent coaching business, we bring you local clients. About STXZ STXZ is a technology platform that connects...  ...coach. Platform-level liability coverage. After completing onboarding and paying a small insurance fee, you're added to our platform... 
    Hourly pay
    Price work
    For contractors
    Local area
    Immediate start

    STXZ LLC

    San Ramon, CA
    8 days ago
  • $85k - $105k

    A specialized fund administration firm in San Francisco is seeking a Fund Controller. This role is essential for managing the client onboarding process and ensuring the smooth operation of day-to-day tasks. The ideal candidate has a Bachelor's degree in Finance, Accounting... 

    Standish Management, LLC

    San Francisco, CA
    1 day ago
  • A prominent staffing agency is seeking an Onboarding Specialist to manage the onboarding process for regional merchants. You will be responsible for ensuring a smooth launch and supporting clients on their journey in the first 30 days. The position is fully remote and... 
    Remote job

    The Fountain Group

    San Francisco, CA
    2 days ago
  • $85k - $105k

    A fund administration firm in San Francisco is looking for a Fund Controller to manage day-to-day client onboarding processes. Ideal candidates will have a Bachelor's degree in Finance, Accounting, or Economics and at least 2-3 years of public accounting experience. Proficiency... 
    Work at office

    Standish Management UK

    San Francisco, CA
    3 days ago
  • JPMorganChase is seeking a Client Associate in San Francisco, CA to provide exceptional wealth management services to ultra-high-net-worth clients. The ideal candidate will manage client onboarding and account maintenance, interface with clients, and support Financial... 

    JPMorganChase

    San Francisco, CA
    11 hours ago
  • $2,195 - $2,343 per week

     ...Support from a dedicated recruitment and clinical operations team throughout the assignment - Credentialing and onboarding assistance to align with client requirements - Ongoing scheduling coordination and clear communication on assignment details Find more... 
    Weekly pay
    Daily paid
    Ongoing contract
    Permanent employment
    Contract work
    Temporary work
    Local area
    Immediate start
    Work from home
    Flexible hours
    Shift work

    Healthforce

    San Ramon, CA
    17 days ago
  •  ...paced environment and is passionate about delivering exceptional client service. In this role, you will provide leadership in servicing...  ...by mentoring team members and assisting with training and onboarding of new hires Maintain compliance with carrier and regulatory... 
    Full time
    Work at office
    Immediate start

    Gail Mirchandani Farmers Insurance Agency, LLC

    San Ramon, CA
    4 days ago