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 · ...

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

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 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 ...

Position: Client Services Associate - Wealth Management · Location: Oakland, California · Schedule: 8:30 a.m. – 5:00 p.m. · As a Client Services Associate - Wealth Management, you will play a central role in delivering high-quality impact investment advisory services by supportin ...

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

Description · East Bay SPCA (EBSPCA) is a 501(c)3 non-profit committed to the welfare of dogs and cats in Alameda and Contra Costa Counties. We strive to eliminate animal cruelty, neglect, and overpopulation by providing programs and education that support people and companion an ...

As a Client Service Associate - 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. This position offers the opportunity to deepen your knowl ...

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. ...

About Entrust · The Entrust Group is a pioneer in the world of self-direction. For over 40 years, we've provided account administration services for self-directed retirement accounts and tax-advantaged plans. As a self-directed IRA administrator, Entrust assists clients in purcha ...

Medical Group Business Services · Full Time · 87352BR · Job Summary · 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 ...

Medical Group Business Services · Full Time · 87352BR · Job Summary · 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 ...

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 effect ...

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 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 ...

Description · East Bay SPCA is a 501(c)3 non-profit committed to the welfare of dogs and cats in Alameda and Contra Costa Counties. Our mission is to transform the lives of cats and dogs by enriching the human-animal bond through respected and accessible expertise. Established in ...

The Client Services Intern will learn the fundamentals of the Revenue Organization at SXM Media. · Establish a basic understanding of media math, creative specs, industry insights and media landscape. · Assist in the preparation of proposals and media plans by pulling accurate in ...

The Client Services Intern will learn the fundamentals of the Revenue Organization at SXM Media. · This person will assist with region-specific teams in all aspects of the advertising sales and operations workflow. · The intern will establish a basic understanding of media math, ...