Manager – Client Service/Payroll - Antioch

We are looking for a Payroll Manager to join our team at Kaizen CPAs + Advisors & Your Payroll Department. · Provide day-to-day leadership coaching and support for payroll team membersMonitor and coordinate team workflow to ensure timely and accurate payroll deliveryInterview sel ...

This role leads staff scheduling, coverage coordination, and daily program operations across multiple programs. The Client Services & Operations Manager ensures clients receive consistent, safe, and person-centered supports while holding staff accountable to performance standards ...

Caring for others starts with caring for you. At AccentCare, you'll join a purpose-driven culture that sets the standard for excellence and gives you trust and tools to do your best work. · ...

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 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 ...

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients.Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make sma ...

Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. · Provides superior client service by identifying client's wants and needs, acting on, and/or delegating items and fol ...

This onsite opportunity is based in the Greater Bay Area. · This leadership role offers the opportunity to guide a collaborative fiduciary team while managing a meaningful book of trust and estate clients. · ...

High school diploma required; bachelor's degree preferredFinancial services experience or applicable internship experienceWealth management experience a plus ...

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. · ...

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 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. · ...

We are a firm that helps people with their financial planning and navigation in life. · Familiarity with Black Diamond, Wealthbox, eMoney and Schwab preferredBachelor's degree preferred; may consider associates degree or equivalent experienceAble to self-manage, prioritize and ma ...

We are seeking a Client Services Associate to assist our Financial Advisors with client account opening and maintenance, administrative support duties including word processing preparing mailings filing answering the phone obtaining approvals for FA communications and advertiseme ...

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. ...

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 ...

This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. · A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in th ...

+ Job summary: Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team.+ Assist advisor(s) in servicing clients in ...

We are seeking a highly motivated Client Service Associate to join our Elevation Wealth Partners team. · Bachelor's degree required (Finance, Business, Economics, or related field a major plus). · 1–3+ years of experience in financial services, wealth management, investment advis ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a ...