Client Services Associate - Oakland, CA

+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 · ...

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 ...

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 ...

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 ...

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 ...

We are proud to be the official Forbes Travel Guides, Elite Car Rental Provider.  · Go Rentals wants to see our team grow, advance, and thrive. We cultivate a culture of curiosity and continual learning... · ...

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. ...

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're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. · ...

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 ...

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 ...

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

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 Guest Services Associate (GSA) is responsible for the internal operation of the Ronald McDonald House at Oakland while on shift... · +High School Diploma Required · 1 year of customer services experience · ...

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. · ...

Build systems. Shape partnerships. Strengthen housing stability. · Design and steward a portfolio wide system for identifying, vetting, onboarding, and supporting community and PSH service partners. · ...

We are seeking a Part Time Customer Service Associate to join our team at Hertz in Oakland, CA. As a customer-facing representative, you will be responsible for providing world-class service to our customers by managing the rental process and resolving any issues that may arise. ...