Summer Intern, Client Services - Oakland, CA

Job summaryWealth Enhancement is looking for a · ResponsibilitiesEnsures accurate completion of prospect/new client paperwork/set upFollow up on funds transfer from surrendering companyMaintains (CRM-Salesforce) database ...

+Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. · +New Client Onboarding · Client Relationship Management · Client Review Prep and Follow Up · ...

The Client Services Associate will perform five main objectives including new client onboarding, client relationship management, client review prep and follow up, industry/product/company knowledge, · and team and corporate support.New Client Onboarding: Ensures accurate completi ...

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. · Gathers client data and may prepare the materials for client meetings and reviewsConducts tax research (1099s)Completes any review follow-up needs for cli ...

The Sr. Client Service Associate will be responsible for new client onboarding, client relationship management and team support. · ...

As an Analyst, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. · ...

As a Client Services Assistant - Wealth Management, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. · ...

The Client Service Representative is the primary contact for veterinary clients. · They assist clients to understand the importance of veterinary care. · They are responsible for providing excellent customer service and support to fellow team members. · The Client Service Represe ...

We are seeking a Client Services Associate - Wealth Management to support our clients with high-quality impact investment advisory services. The successful candidate will play a central role in delivering exceptional client experiences and contribute to the growth of our company. ...

Analyst will play central role in delivering high-quality impact investment advisory services by supporting client onboarding account operations ongoing service needs. · ...

As a Client Service Administrator, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. · ...

This position offers the opportunity to deepen your knowledge of impact investing, strengthen your operational expertise, and contribute directly to an exceptional client experience. · ...

As a Client Services Assistant, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding... · ...

The Client Service Manager is a manager within the Client Service and Analysis unit.The incumbent will have exposure to all facets of the Client Service Managers' interactions with Clients, the production and analysis of revenue-related data, and will be part of a highly effectiv ...

The Client Service Manager is a manager within the Client Service and Analysis unit. · ...

The Senior Client Service Associate plays a key role in delivering exceptional client service and operational support to advisors and clients. This position partners closely with advisors to support new client onboarding, ongoing client relationship management, client review prep ...

The Sr. Client Service Associate will be responsible for new client onboarding, client relationship management, and team and corporate support. · New Client Onboarding: Ensures accurate completion of prospect or new client paperwork/set up. · Client Relationship Management: Dialo ...

One and done interview. Immediate start. Work in the Oakland office five days a week. · New Client Onboarding: ensures accurate completion of prospect or new client paperwork/set up. · Greet clients; ensure office is clean and welcoming. · Schedule meetings with product vendors/s ...

The Sr. Client Service Associate will be responsible for new client onboarding, client relationship management, review prep and follow up, · industry/product/company knowledge, · team/corporate support.Key responsibilities include greeting clients, · scheduling meetings with prod ...

The Adoptions & Client Service Lead role is an exciting opportunity to play a key part in strengthening the human-animal bond at one of the oldest animal welfare organizations in the country. · ...