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$75k - $85k
...LOCATION Location: This role requires a hybrid work schedule out of our San Ramon, CA or Concord, CA office, 3 days a week in office. CLIENT MANAGER ESSENTIAL DUTIES AND RESPONSIBILITIES Processes (during non-renewal periods) applications, policies, endorsements, binders...SuggestedHourly payWork at officeLocal area3 days per week$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- A leading financial services firm in San Ramon is seeking a Financial Consultant to guide clients towards financial success. This role emphasizes building trust and lasting relationships while providing wealth management advice. Successful candidates will hold a valid FINRA...SuggestedFlexible hours
- 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...Suggested
- A leading insurance brokerage firm is seeking a Client Manager to handle client accounts and ensure outstanding service. The role includes processing applications, assisting clients with coverage inquiries, and managing policy renewals. Candidates should possess strong...SuggestedWork at officeRemote work
$75k - $85k
A leading insurance brokerage firm is seeking a Client Manager to manage client accounts, ensuring timely processing of applications and providing expert guidance on coverage policies. This role requires a hybrid work arrangement, combining in-office work with remote flexibility...SuggestedWork at officeRemote work- A leading wealth and insurance advisory firm in San Ramon seeks a driven individual to build and maintain client relationships. You will engage with clients to provide personalized financial guidance and strategies while delivering exceptional client experiences that foster...Suggested
$28 - $34.3 per hour
A leading beauty retailer in San Ramon is seeking a Sales and Service Leader to inspire a high-performing team, elevate client experiences, and help achieve sales goals. The ideal candidate will have at least 2 years of leadership experience in retail, strong sales skills...SuggestedHourly payFull time- ...California is seeking an experienced professional to deliver personalized investment solutions. The role emphasizes building and deepening client relationships while leveraging comprehensive wealth management and financial planning resources. Candidates should ideally have...Suggested
- ...We are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking... ...We Offer: Remote work flexibility. Training and onboarding. Growth opportunities. Travel benefits....SuggestedRemote work
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San Ramon, CA11 days 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...Suggested$160k - $201k
...us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Client Delivery Executive - Hybrid to join our team in San Ramon, CA, California (US-CA), United States (US). The Customer Delivery Executive...SuggestedTemporary workWork at officeRemote workFlexible hours$75k - $85k
...functions. Location This role requires a hybrid work schedule out of our San Ramon, CA or Concord, CA office, 3 days a week in office. CLIENT MANAGER ESSENTIAL DUTIES AND RESPONSIBILITIES Processes (during non-renewal periods) applications, policies, endorsements, binders...SuggestedHourly payContract workFor contractorsFor subcontractorWork at officeLocal area3 days per week$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco... ...daily asset transfers in accounts Plan and manage new account onboarding process including SMA and alternative investments Closely...SuggestedWork at officeVodia Ventures
San Ramon, CA4 days ago- ...Manager(s) with administrative functions and processes. Issue client invoices in a timely manner. Issue invoices through client specific... ...-in-progress (WIP) for projects. Support the subconsultant onboarding process. Track and manage subconsultant and project-related...SuggestedWork at office
$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 areaFlexible hours- ...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 workFlexible hours
$125k - $135k
...licensed estheticians and operational staff ensuring exceptional client experience and clinical standards partnering closely with the... ...desk/concierge staff, and operational support roles Lead hiring, onboarding, training, performance management, and succession planning Set...Work at officeLocal areaFlexible hoursWeekend workAfternoon shift$60k - $75k
...: If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create... ...your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights,...Full timeWork at office- A local event management software provider is seeking a Customer Success Specialist to support and onboard customers. This role involves delivering exceptional customer experiences, maintaining long-term relationships, and conducting product training sessions. The ideal...Local areaFlexible hours
- ...administrative, and customer support for homecare services. The ideal candidate will manage onboarding for caregivers, maintain compliance, and ensure effective communication with clients and internal teams. Qualifications include at least one year of administrative...Work at office
- A leading mortgage lender in Walnut Creek is seeking a Client Experience Coordinator to manage client interactions from initial contact through pre-approval. Responsibilities include handling inbound communication, organizing client documentation, and ensuring a smooth...Remote jobHourly pay
$35 - $50 per unit
..., you’ll travel to local parks, soccer 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: Dribbler...Local areaFlexible hours$75k - $100k
A commercial real estate tech company seeks a passionate Client Success Manager. The role involves managing customer relationships, driving satisfaction, and ensuring successful onboarding. Candidates should have 3+ years in Account Management, strong communication skills...- ...experienced private swim instructors to teach swim lessons in our clients private homes & community pools all within your location &... ...Can begin teaching within 24-48 hours post-interview (based on onboarding). Required Qualifications At least 2 years of...
$85k - $140k
...opportunity to practice medicine that fills your heart and aligns with your values. ~ Support That Lifts You Higher Comprehensive onboarding, personalized mentorship, “phone-a-friend” access to experienced leaders, and our 24/7/365 Support Center. At Lap of Love,...Full timeTemporary workFlexible hoursWeekend work2 days per weekLap of Love
San Ramon, CA3 days ago- Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify...Full timeRemote workFlexible hours
$28 - $34.3 per hour
...store success- leading by example to inspire your team, elevate client experiences, and exceed goals. Through coaching, collaboration,... ...to elevate team performance Train and develop Support onboarding and continuous learning in service excellence, loyalty programs...Hourly payFull timePart timeFlexible hoursShift workNight shiftWeekend work$1,492 per week
...and sustainable staffing solutions to challenges faced by our clients. Being in the industry since 2006 and serving an array of healthcare... ...Clerical & Admin Staff Requirements Required for Onboarding Competency Exam Core Mandatory Exam Self Assessment (...Daily paidFull timeContract workTemporary workPart timeImmediate startShift workTrackFive
San Ramon, CAa month ago- ...the Workday platform. Ensured data integrity and compliance with corporate security standards, including GDPR and SOX. Implemented Onboarding process globally ensuring process automation and reducing manual intervention and have New Hires a smooth onboarding experience....
