595 Client Service jobs in San Francisco

Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial spirit. Our team, most of whom have worked together for many years, is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee-owned. We live to serve and guide successful people to financial wellbeing, and we are looking for a Client Service Specialist who shares our core values and commitment.

As a Client Service Specialist, you will be an integral part of the team delivering personalized service and hospitality. You will be responsible for ensuring our clients' custodian experience is seamless. The role is based in our Redwood City, CA office and follows a hybrid model (currently two days in the office, three days remote). Your main responsibilities include:

1. Regular interface with clients, as an extension of our advisor teams
2. Communicating with advisors and internal teams regarding open tasks and client needs to ensure expectations are met and service is exceptional
3. Processing routine maintenance and cashiering transactions for client accounts
4. Preparing, delivering, and monitoring client custodial paperwork for smooth processing
5. Acting as primary liaison with custodians (primarily Schwab), maintaining rapport and escalating issues promptly

• You are passionate about helping people and dedicated to exceeding client expectations
• You possess strong organizational skills and rigorous follow-up to meet client needs
• Attention to detail is second naturegetting things right is crucial
• You enjoy being part of a team and actively engage with colleagues to serve clients effectively
• You have excellent written and oral communication skills and proficiency with standard office software; experience with Salesforce and Charles Schwab is a plus
• You hold a bachelor's degree and preferably 1-2 years of experience in financial planning, wealth management, or a related industry

We offer the right people the opportunity to join an entrepreneurial firm committed to personal and professional growth and a positive, encouraging work environment. We respect each other and enjoy working together. High performers who embrace our core values and culture can become Principals of the firm and share in ownership benefits.

Our comprehensive benefits include:

• Competitive health insurance options with employer contributions
• 401(k) plan with employer match
• Flexible Paid Time Off program
• Educational reimbursement
• Employee recognition and rewards platform
• Health and wellness benefits
• Early office closure on Fridays
• Beautiful offices and snacks
• Onsite gym and more

Compensation range: $80,000 to $90,000. Qualified candidates should apply at

As a member of the client service team, this role primarily supports the Advisors in all aspects of servicing our clients and is an integral part of our team. This is an administrative position reporting directly to the VP of Client Services. This po Client Service, Specialist, Support Advisor, Service, Diversity, Client Relations, Retail

SUMMARY OF JOB PURPOSE AND FUNCTION

The Client Service Coordinator ("CSC") at our Fontainebleau location manages the flow of clients and pets through the hospital, maximizes the productivity of the veterinary team, ensures effective communication with clients and staff, and coordinates care in a friendly, welcoming manner. The role aims to encourage client retention and referrals.

ESSENTIAL RESPONSIBILITIES AND TASKS

1. Live and exemplify the Five Principles of Mars, Inc. within self and team.
2. Actively promote hospital services to recruit new clients and optimize client and pet flow for superior care and team productivity.
3. Maximize the number of pets seen by supporting a productive and efficient hospital environment, especially for wellness plan clients.
4. Provide professional, efficient, and exceptional service, including welcoming clients and pets, ensuring their comfort, and educating them about pet health.
5. Educate clients about wellness plans, preventative care, and hospital services.
6. Assist incoming clients with documentation, pet information entry, and prompt service.
7. Assist outgoing clients with instructions, invoices, prescriptions, retail sales, and appointment scheduling.
8. Manage finances accurately and follow proper opening and closing procedures.
9. Perform administrative functions as needed.
10. Perform other duties as assigned.

THE FIVE PRINCIPLES

• Quality: Prioritize customer satisfaction, quality work, and value for money.
• Responsibility: Uphold personal responsibility and support team responsibilities.
• Mutuality: Foster shared benefits and enduring relationships.
• Efficiency: Use resources wisely, reduce waste, and focus on core strengths.
• Freedom: Pursue growth and profitability to maintain independence.

HIRING QUALIFICATIONS / COMPETENCIES

• Leadership, Customer Focus, Peer Relationships, Integrity & Trust, Action Oriented, Listening
• Preventative Care and OWPs, Communication Skills, Client Service Skills, Priority Setting, Time Management

CAPABILITIES AND EXPERIENCE (CAN DO)

• Ability to multi-task effectively under distracting conditions.
• Strong communication skills in English, both written and verbal.
• Organizational skills to bring order and clarity.
• Problem-solving skills to analyze and resolve issues practically.
• Excellent client service skills ensuring courteous and attentive interactions.
• Ability to follow instructions accurately and provide clear directions.
• Mathematical skills for basic calculations.

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Skills, Hospital, Client, Animal Care, Retail

The Client Service Associate role focuses on supporting clients and advisors by executing administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.Primary Responsibilities:Receive client calls and resolve questions/issues as needed.Frequent custodian interaction & paperwork processing.Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.Prepare custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems.Schedule client meetings.Develop knowledge of investment accounts, products and the forms required to transact business.Assist with internal coordination across departments to ensure tasks/ follow up are completed in a timely manner.Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.Ongoing maintenance and quality control of CRM.Organize advisory team meetings and events.Preparation and follow-up for client meetings.Execute client appreciation and retention activities.Required Credentials:Bachelor's degree0-2 years of experienceSkills & Competencies:Demonstrate strong and effective communication, organizational and time management skills.Ability to work in a team based/collaborative environment.Must thrive in a fast-paced, changing environment.Ability to think critically, receive feedback, develop creative solutions.Understanding big picture/strategic thinking while also executing tasks with precision.Adherence to all compliance policies & procedures.Demonstrate the Cerity Partners culture.Physical Requirements:Prolonged periods sitting at a desk and working on a computer.Must be able to lift up to 15 pounds at times.Compensation Range:$60,000-$65,000Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Here is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter BenefitsCerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to Applicants must be authorized to work for any employer in the U.S.

Job Responsibilities
* Provide operational and administrative support to Client Advisors in their daily business practices
* Act as a key point of contact for client issues and concerns
* Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
* Execute money transfers, help facilitate trades and perform ad hoc client requests
* Work cross-functionally with investment, accounting and operational departments to ensure clients' needs are being met
* Generate and substantiate reports for meetings
* Gather, input, and maintain key client information in the CRM (Salesforce)
Competencies
* Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities
* Exceptional listening, written and verbal communication skills
* Demonstrated outstanding client service and interpersonal skills

Education/Experience
* Bachelor's degree, business-related preferred
* 0-2 years of client service or administrative experience in the financial services industry
* Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus Why Work at Miracle Mile Advisors?
* Competitive compensation structure
* 401(k) Plan with Employer matching
* Employer health savings account
* Medical & vision insurance
* Continuing education support

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

To apply via text, text 9079 to 334-518-4376Position Summary: The Service Coordinator (Client Service Representative) will conduct in-home visits at clients' homes to monitor and report on the quality of services being provided by Home Care Aides, and to determine whether existing care plans are adequate to meet client needs.Pay range: $27.00/HR - $32.00/HRHours: Full-Time Monday through Friday 8:00 am to 5 pm. Some field visits are after hours and on weekends.At Addus we offer our team the best:Medical, Dental and Vision BenefitsPTO PlanRetirement PlanningLife InsuranceEmployee discountsEssential Duties:Monitor client's condition and performance of duties by Home Care AidesMaintain all company and State specific program rules, regulations and standardsConduct home visits to new clients to welcome and review the Welcome PacketObserve and evaluate Home Care Aides in the client's home as directed by Supervisor, to assure client Care Plans are being followedPrepare and complete accurate home visit and home safety evaluation reports as neededMaintain schedule to assure timely completion of all assigned home visitsEnsures the appearance of the branch's open environment is professional: neat, clean, orderly and generally free of clutter.Maintains a high degree of confidentiality at all times due to access to sensitive information.Compliance with all Medicare, Medicaid, and HIPAA regulations and requirementsMaintains regular, predictable, consistent attendance and is flexible to meet the needs of the agency.Abides by all regulations, policies, procedures, and standards.Performs other duties as assigned.Position Requirements & Competencies:Must have high school diploma or equivalent.Preferred additional education such as a diploma from an accredited vocational school or college.Must have 2 years of recent experience working in a healthcare environment, preferably home care.Understanding of basic medical terminologyInterpersonal, organizational and communication skills.Computer skills including but not limited to MS Office, MS Excel and Scheduling programMust be willing to travel (road warrior)Must have reliable transportation, valid driver license, and state required insuranceAddus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.To apply via text, text 9079 to #ACADCOR#CBACADCOR#DJADCOR California applicants may be entitled to additional rights over their personal application. Prior to applying with Addus, please copy/paste the following in your browser to review our California privacy notice for employees and potential applicants: Employee wellbeing is top priority at Addus Homecare, and we're thrilled to announce our recognition as the top healthcare company on Indeed's 2024 Top 100 Work Wellbeing Index. View the full rankings here:

We are a boutique financial planning firm, supporting more than 200 families in navigating life's challenges around topics like getting ready for retirement, the early retirement years, taxes, business ownership matters, estate questions, and more. We have a passion for integration, simplifying the conversation for clients, and always doing what is right for them. No matter the phase of life; we are here to be our clients' advocate and guide. We are a close team and support each other to achieve this mission!We're excited to be growing our team and are looking to welcome a new Client Service Associate. We are seeking someone who has a heart for service and can connect easily with others. If you're newer to the wealth management industry, the role may start with a focus on operations and building your knowledge. For those with more experience and industry licensing, the position can quickly grow into becoming the primary contract for a subset of our clients. The responsibilities are diverse and will include client-specific, account-specific, and general business functions, such as facilitating and maintaining ongoing client support, answering general inquiries, supporting our advisory team, researching, and resolving client service issues, and preparing required documents. In addition to having working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You are a critical thinker and anticipate subsequent events, with an unwavering ability to solve problems, even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible.General Responsibilities:Greet and welcome clients in a friendly and professional manner in person and over the phonePrepare and ensure new account paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures, preparing documentation to upload, and coordinating rolloversHandle routine matters for client accounts, including processing name and address changes, beneficiary changes, bank authorizations, and answering client questions; provide tax reporting documents to clientsTrack outstanding client service items; proactively address outstanding issues and provide updatesCreate and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely storedAssist in preparation for client meetings and calls; send out agendas and prepare materials, including client illustrations, graphs, charts, reports, etc.Support the financial planning data entry process within eMoneyCoordinate tax forms, prepare tax review items, and support the tax preparation process as requestedProcess securities and checks received in the officeSchedule meetings and manage calendars for the advisory teamCommunicate with the broker/dealer, advisory firm and product contactsPerform various administrative, client service, tax, and general office management tasks as assignedQualifications:Bachelor's degree highly preferred or equivalent work experience3+ years' experience highly preferred; ideally in B/D or RIA environment supporting a financial advisor; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, or insurance are also encouraged to applySecurities industry licensing (Series 6 or Series 7)/designations (FPQP or similar) are a plus, but not requiredHighly organized, with an absolute attention to detail and ability to self manageExcellent follow-through and communication regarding status of open itemsClient-first attitude; ability to interact with clients professionally and respond to clients in a timely mannerStrong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptionsExcellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issuesProficient in Windows/PC environment including Outlook, Excel, Word; ability to learn new technology/computer programsAbility to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutionsMust be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisorFinal job offer is dependent on successful completion and approval by the broker/dealer firm

To apply via text, text 9079 to

Position Summary : The Service Coordinator (Client Service Representative) will conduct in-home visits at clients' homes to monitor and report on the quality of services being provided by Home Care Aides, and to determine whether existing care plans are adequate to meet client needs.

Pay range: $27.00/HR - $32.00/HR

Hours: Full-Time Monday through Friday 8:00 am to 5 pm. Some field visits are after hours and on weekends.

At Addus we offer our team the best:

• Medical, Dental and Vision Benefits
• PTO Plan
• Retirement Planning
• Life Insurance
• Employee discounts

Essential Duties:

• Monitor client's condition and performance of duties by Home Care Aides
• Maintain all company and State specific program rules, regulations and standards
• Conduct home visits to new clients to welcome and review the Welcome Packet
• Observe and evaluate Home Care Aides in the client's home as directed by Supervisor, to assure client Care Plans are being followed
• Prepare and complete accurate home visit and home safety evaluation reports as needed
• Maintain schedule to assure timely completion of all assigned home visits
• Ensures the appearance of the branch's open environment is professional: neat, clean, orderly and generally free of clutter.
• Maintains a high degree of confidentiality at all times due to access to sensitive information.
• Compliance with all Medicare, Medicaid, and HIPAA regulations and requirements
• Maintains regular, predictable, consistent attendance and is flexible to meet the needs of the agency.
• Abides by all regulations, policies, procedures, and standards.
• Performs other duties as assigned.

Position Requirements & Competencies:

• Must have high school diploma or equivalent.
• Preferred additional education such as a diploma from an accredited vocational school or college.
• Must have 2 years of recent experience working in a healthcare environment, preferably home care.
• Understanding of basic medical terminology
• Interpersonal, organizational and communication skills.
• Computer skills including but not limited to MS Office, MS Excel and Scheduling program
• Must be willing to travel (road warrior)
• Must have reliable transportation, valid driver license, and state required insurance

Addus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

To apply via text, text 9079 to

#ACADCOR

#CBACADCOR

#DJADCOR

Employee wellbeing is top priority at Addus Homecare, and we're thrilled to announce our recognition as the top healthcare company on Indeed's 2024 Top 100 Work Wellbeing Index. View the full rankings here: