Sr. Client Service Associate - Oakland

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 · ...

Are you a people-person who enjoys staying busy, helping others and working in a fast-paced environment? · We are looking for friendly and reliable Customer Service Associates to join our team. · If you thrive in a customer-focused role and want to be part of a fun supportive and ...

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

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 ...

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 ...

Description · About Us · Go Rentals was founded in 1995 to meet a clear need for a high-touch, quality vehicle rental service for discerning business and leisure travelers. Since its launch, Go Rentals has grown into a leading car rental service company with unrivaled knowledge, ...

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. ...

· 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 suppo ...

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

As a Customer Service Associate you will be interacting with our customers who come to the counter in order to process their rental providing world class customer service by managing the rental and occasionally return process in compliance with Hertz policies and procedures welco ...

We are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. · We're on the hunt for team members who are committed to being the best part of each other's d ...

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 ...

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 ...

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · Duties include, but are not limited to, the following: · Assist customers with questions and recommendations · Manage sales transactions while working assign ...

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 Guest Services Associate (GSA) is responsible for the internal operation of the Ronald McDonald House at Oakland while on shift... · ...

Pioneer the next generation of innovation. Join us and you'll develop your skills and expertise to the very highest levels. · ...

Pioneer the next generation of innovation. Join us and you'll develop your skills and expertise to the very highest levels. · ...

EBALDC is seeking a strategic, relationship-driven leader to launch and shape a newly created, portfolio level role focused on building the partnership ecosystem that supports residents across our Family, Senior, and Permanent Supportive Housing communities. · Build systems. Shap ...