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$100k - $130k
Job Title: Client Success Manager Organization: The Surplus Line Association of California (SLA) Location: San Ramon, CA Position... ...Promote awareness and adoption of SLA tools and resources. Support onboarding and ongoing development for member organizations. Create...SuggestedFull timeWork at officeLocal area- ...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...Suggested
$31 - $33 per hour
Facerealityskincare is looking for an Esthetician Support Specialist in San Ramon, California. This hybrid role involves onboarding and providing support to Acne Experts, ensuring they successfully utilize Face Reality’s Clear Skin Method. Candidates should possess an...SuggestedHourly pay- ...leading investment management platform in California is seeking a GTM Field Enablement Manager to design and deliver engagement and onboarding programs that enhance seller performance. This role involves analyzing business needs, facilitating impactful learning...Suggested
$50.1k - $82.8k
...Job Title Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during...SuggestedPart timeWork experience placementLocal areaImmediate start- Koitecc Solutions in San Ramon, California is looking for a Client Relationship Banker to manage client banking relationships, ensuring exceptional customer service. In this role, you'll engage with clients, understand their needs, and provide tailored banking solutions...Suggested
$30.77 - $35.9 per hour
...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...SuggestedHourly payDaily paidContract workTemporary workLocal areaRemote work- Talnt is looking for an experienced Tax Director to join its Private Client advisory practice in San Ramon, California. This leadership role focuses on tax planning and compliance for high net worth individuals, ensuring exceptional delivery of tax advisory services. The...SuggestedPrivate practice
$120.3k - $166.1k
..., primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities Review...SuggestedContract workLocal areaFlexible hours$75k - $80k
Hightower Advisors is seeking an Associate Wealth Advisor in San Ramon, California. The role involves onboarding clients, preparing investment proposals, and supporting advisory practices. Ideal candidates have 3+ years in investment management and a strong understanding...Suggested- EPIC Insurance Brokers & Consultants is seeking a Private Client Associate to support the Private Client team in delivering exceptional service. This role involves maintaining positive client relationships, processing new business applications, and assisting in the underwriting...SuggestedRemote jobHourly pay
$25 - $30 per hour
...Banker/Teller in San Ramon, CA, for a direct hire opportunity. This role is excellent for banking professionals who enjoy building client relationships and processing transactions. The ideal candidate will exhibit a customer-first attitude, understanding branch operations...SuggestedHourly pay- Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships...SuggestedImmediate startAfternoon shift
- 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....SuggestedRemote job
- The Surplus Line Association of California is seeking a Client Success Manager to build relationships as a trusted advisor in San Ramon, CA. This full-time, hybrid role focuses on helping insurance professionals maximize the value of SLA's resources and services. Responsibilities...SuggestedFull time
- 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 a book of business, delivering personalized investment solutions, and fostering strong client relationships...
- EPIC Insurance Brokers is looking for a Private Client Associate to support their Private Client team in providing exceptional service. This position emphasizes client advocacy, teamwork, and the development of insurance knowledge. The role is remote-friendly, focusing...Remote job
- ...skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining...Work at officeLocal area
- CAPTRUST is looking for a passionate Financial Advisor in San Ramon, California to help clients achieve their financial goals. Responsibilities include developing and managing client relationships, providing financial planning, and conducting regular portfolio reviews....
$100k - $130k
...Job Description Job Description Job Title: Client Success Manager Organization: The Surplus Line Association of California... ...awareness and adoption of SLA tools and resources. Support onboarding and ongoing development for member organizations. Create customized...Full timeWork at officeLocal areaFlexible hours- ...Manager to manage projects, ensuring adherence to budgets and schedules. Responsibilities include supervising engineers, liaising with clients and overseeing structural design. Candidates should have a Bachelor’s degree in Civil or Structural Engineering, 7+ years of...
- ...Project Manager to oversee assigned projects. The role involves managing project scopes, schedules, and budgets, while liaising with clients to ensure satisfaction. The successful candidate will have a Bachelor’s degree in Civil or Structural Engineering and at least 7...Work at office
- Hightower Advisors in San Ramon, CA is seeking an experienced Wealth Advisor to maintain and expand client relationships and develop personalized financial plans. Ideal candidates will have over 5 years of experience in financial services and a relevant bachelor's degree...
$43.1k - $58.3k
...Banker in San Ramon, California. This role will involve assisting in the branch expansion, guiding customers, and contributing to client growth. Candidates should be creative, passionate about business development, and possess strong interpersonal skills. You will manage...- ...delivering high-quality support services. The successful candidate will oversee daily operations, mentor staff, and ensure strong client relationships. Join us in a dynamic environment that encourages professional growth and innovation. #J-18808-Ljbffr TeamLogic IT,...
- ...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...Flexible hours
- ...companies nationwide, we deliver expert service at a moment's notice. Day to Day Consistently meet with new and existing Fortune 500 clients to sell them KellyMitchell IT talent & project solutions services Use a relationship-based sales approach to establish long-term...Work at officeWork from homeNight shift
- Armanino Advisory LLC is seeking a seasoned tax professional to perform technical reviews of tax returns, primarily for high-net-worth individuals. The role requires managing complex engagements and delivering results while fostering relationships across the firm. Successful...Flexible hours
$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...$195.7k - $254.4k
...related tax implications, consequences, and treatment. Manage larger and complex engagements, coordinating the workflow of multiple clients and deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines, and develop...Local areaFlexible hours