Browse
···
Log in

Senior Client Services Specialist -Finance (san jose west)

$80,000-90,000

Bascom & Camden, San Jose, CA 95008, USA

Favourites
Share
Description

Senior Client Service Specialist Location: San Jose, CA Hours: 8:30 AM – 5:00 PM, Monday-Friday Are you looking to grow your career in financial services while working in a collaborative, family-oriented environment? At our firm, we blend the stability of a nationwide company with the personal touch of a close-knit team. If you're detail-oriented, proactive, and passionate about delivering an exceptional client experience, this role may be right for you. What You’ll Do: As a Senior Client Service Specialist, you’ll be the go-to person for both clients and advisors, ensuring a smooth and professional experience. Your role will be dynamic, combining administrative expertise, client service, and operational support. ✔ Be the first point of contact – answer client inquiries and assist with account-related requests ✔ Manage scheduling and logistics for meetings between clients and advisors ✔ Process paperwork and service requests with precision and efficiency ✔ Maintain client files and support back-office operations ✔ Engage in proactive client outreach to strengthen relationships ✔ Assist with client events and special projects ✔ Collaborate with the team to enhance the client experience What We’re Looking For: ✔ Financial services experience ✔ Strong organizational & time management skills – you thrive in a fast-paced environment ✔ Tech-savvy mindset – experience with CRMs (Salesforce preferred) and Microsoft Office ✔ Outstanding communication skills – both written and verbal ✔ Proactive problem solver – you take initiative and think independently ✔ Ability to travel occasionally to support other locations ✔ Military experience? We value your skills! Why Join Us? Be part of a firm that values growth, teamwork, and client success. Enjoy a supportive, professional environment with opportunities to expand your role.Work closely with experienced advisors and gain valuable industry knowledge. This is a full-time, in-office position where you’ll have the opportunity to make a real impact.

Source:  craigslist View Original Post
Location
Bascom & Camden, San Jose, CA 95008, USA
Show Map
craigslist

You may also like

Warehouse Assistant Manager (san leandro)
1610 San Leandro Blvd, San Leandro, CA 94577, USA
• Assist the Warehouse Manager in planning and executing daily warehouse operations. • Supervise and mentor warehouse staff to ensure productivity and compliance with safety guidelines. • Monitor inventory levels to ensure accuracy and availability of stock. •Coordinate activities of associates in the C-Store and efficient manner to satisfy internal and external customer service. • Coordinate with other departments for timely receipt and dispatch of goods. • Implement and oversee quality control procedures. • Maintain a clean, organized, and safe warehouse environment. • Assist in the recruitment and training of new warehouse employees. • Handle inventory discrepancies and resolve issues promptly. • Ensure proper use and maintenance of warehouse equipment. • Generate and analyze reports on warehouse performance and make recommendations for improvements. • Ability to adapt to a fast-paced and ever-changing environment with constant shifting priorities • General administration for the warehouse • Day to day operations and escalation of issues in the absence of the Warehouse Manager
$20-30
Part-time Office Clerk $22/hr. to start! (Orland, CA)
PPJW+HJ Orland, CA, USA
Orland business office seeks Part Time Office Assistant for outstanding opportunity! Bring your customer service, admin and clerical skills for this full-time job! Essential Job Functions: Assist our District Manager with daily tasks! Schedule: Part-Time (22–25 hrs/week), Mon–Fri, Flexible Hours Duties, responsibilities and required skills: Assist customers with service arrangements from start to finish Accept deposits for pre-needs/contracts and issue receipts Answer phones, greet the public, and provide assistance Provide plot location info, pricing, and policy guidance Update and maintain records Handle sales and prepare records Perform general administrative duties: typing, proofreading, filing, data entry Contribute to social media and website content Requirements: High school diploma or equivalent 2+ years of administrative experience in a public agency Typing speed of 45 WPM (certificate encouraged) Bilingual (Spanish) a plus Valid CA Driver’s License and clean DMV record Background check and drug screen required Bonus: Long-term growth potential and opportunity for full-time employment! Apply now! In-Person: RUSH Personnel Services Inc. 15 Independence Circle, Chico, Ca. 95873 Call (530) 893-5500 Apply Online: https://laserfiche.rush-personnel.com/Forms/rushapplication
$22
Court Services Assistant I (Red Bluff)
1775 Walnut St, Red Bluff, CA 96080, USA
Tehama Superior Court is recruiting for Court Services Assistants. For complete job description along with salary and benefit package, please visit our website at www.tehamacourt.ca.gov.
Negotiable Salary
Roofing Production Coordinator
2707 9th St SW, Lehigh Acres, FL 33976, USA
Our successful General Contracting and Roofing Company, Seacoast Building and Design is looking for an experienced Coordinator. We are looking for a person that doesn't mind working from home, and has great communication skills. Job Duties - Communicate with Owners, Office Staff, Crews and Suppliers Inventory of Materials used/unused Order all roofing materials (Metal, Concrete and Flat Roofing) Understand installation of different types of metal, concrete and flat roofing materials Ordering materials for interior remodels, such as drywall, flooring, etc. Periodically attending the job site if needed to Supervise Knowing Acculynx is helpful Must be Organized Monday - Friday Two Weeks Paid Vacation No Medical or Dental Provided
$60-70
NYPP IS HIRING DRIVERS
267 Channing Ct, Naples, FL 34110, USA
Join Our Team: Kitchen Help Wanted at New York Pizza & Pasta Who We Are: We are a well-established and growing restaurant in Naples, FL, with two locations, both within 15 minutes of each other, serving the best pizza and pasta in town. Our dedication to quality food and exceptional service sets us apart, and we’re looking for individuals who share our passion. We serve an extensive customer base, and it is growing even more. What We Need: We are seeking serious, professional kitchen staff who are eager to work and become part of our team. If you’re a team player, a go-getter, and not afraid of hard work, we want you! Requirements: • Availability to start immediately • Open to full-time or part-time positions • Must be a team player and committed to delivering excellent customer service Why Join Us? • Competitive earnings • Be part of a supportive and dynamic team • Opportunity to work in a fast-paced, exciting environment • We offer full training Apply now! Be ready for a preliminary interview. Don’t miss this opportunity to jumpstart your career with New York Pizza & Pasta. We’re looking forward to meeting our next team member—could it be you? Full and Part Time ***Serious Inquiries ONLY!*** ***Must be a team player*** Come apply in person TODAY! Ask the manager for an application TODAY! 11140 Tamiami Trail N - Riverchase Plaza 8855 Immokalee Rd - Cameron Commons
Negotiable Salary
Hotel Front Desk Receptionist – Keyholder (Naples)
2704 Buckthorn Way, Naples, FL 34105, USA
We’re hiring a reliable and friendly Front Desk Receptionist to join our team! Must have good office skills, be computer savvy, and passionate about customer service. This position includes keyholder responsibilities, so reliability is essential. Spanish or Creole speakers are a plus. Must be authorized to work in the U.S. We are an E-Verify employer. Apply today and grow with us!
$15.5
About Us
Terms of Use
Privacy Policy
Help
Contact Us
FAQ
Cookie
Cookie Policy
Cookie Settings
© 2025 Servanan International Pte. Ltd.