Top 5392 Customer support & client services Jobs in Castro Valley, Ca

Administrative Assistant
Progressive Asset Management —Castro Valley, CA
- $25.45 - $30.65 an hour
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
12d
Experienced Dog Groomer – $28–$34/hour + Tips
Big Woof Pet Supply & Spa —Lafayette, CA
- $28 - $34 an hour
- Full-time
- Customer service
- Mid-level
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
Petco —Walnut Creek, CA
- $103,600 - $220,000 a year
- Full-time
- Fair chance
- Computer skills
- In-person
- Health insurance
- 401(k)
Core Growth Sales Executive, Director - Life Sciences (Bay Area)
EY —San Francisco, CA
- $276,710 - $502,800 a year
- Customer service
- Bachelor's degree
- Conflict management
- Paid holidays
- Health insurance
6d
Registered Veterinary Technician
Bishop Ranch Veterinary Center & Urgent Care —San Ramon, CA
- $30 - $40 an hour
- Part-time
- Customer service
- Ability to walk for extended periods
- English
- Health insurance
- Dental insurance
Quick Apply
12d
Licensed Esthetician, 2 - 10+ years experiences
Dominanti Group LLC —Milpitas, CA
- $23 - $30 an hour
- Part-time
- Mid-level
- In-person
- Communication skills
- Health insurance
- 401(k)
Quick Apply
13d
Associate – Retail Sales
Joyalukkas Jewelry —Santa Clara, CA
- $19 - $21 an hour
- Part-time
- Background check
- High school diploma or GED
- Travel
- Paid training
- Health insurance
Quick Apply
14d
Instrumentation Technician, l
Novate Solutions Inc —Fremont, CA
- $50 - $65 an hour
- Full-time
- Background check
- Clean driving record
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Homeowner Support Representative
The Helsing Group, Inc. —San Ramon, CA
- $20 - $22 an hour
- Overtime
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
7d
Surgery Department Lead - Experienced Veterinary Assistant or RVT!
San Francisco Animal Medical Center —San Francisco, CA
- $35 - $44 an hour
- Full-time
- Blood sampling
- Hospital
- Surgery
- Continuing education credits
- Commuter assistance
Quick Apply
Client Solutions Representative
C and S Group —Pleasanton, CA
- $900 - $1,200 a week
- Full-time
- In-person
- Communication skills
- Entry level
Quick Apply
5h
Showroom Assistant
KZ Kitchen Cabinet & Stone Inc. —San Jose, CA
- $21 - $25 an hour
- 8 hour shift
- Computer literacy
- Merchandising
- English
- Health insurance
- Dental insurance
Quick Apply
Director of Rehabilitation - $5,000 SIGN ON BONUS!!!
Hayward Healthcare & Wellness Center —Hayward, CA
- $140,000 - $160,000 a year
- Full-time
- Skilled nursing facility
- Customer service
- Physical & Rehabilitation Medicine
- Paid holidays
- Relocation assistance
Quick Apply
MedTech Part Time Clinical Consultant – San Francisco, CA
IQVIA —San Mateo, CA
- $85 an hour
- Part-time
- RN License
- Mid-level
- 3 years
Landscape Account Manager
Petalon Landscape —San Mateo, CA
- From $73,000 a year
- Full-time
- Mid-level
- Business development
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
5h
Field Operations Manager - Construction
Italian Heritage Tile & Stone —Danville, CA
- $30 - $40 an hour
- Full-time
- Spanish
- Clean driving record
- Construction site
- Fuel card
- Paid holidays
Quick Apply
3d
Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Sous Chef
Delta Hotels by Marriott Santa Clara-Silicon Valley —Santa Clara, CA
- $78,000 - $82,000 a year
- Weekends as needed
- Background check
- Management
- Culinary experience
- Health insurance
- Dental insurance
Quick Apply
Dental Assistant, On Call, SBHC
NATIVE AMERICAN HEALTH CENTER INC —Oakland, CA
- $26.29 - $31.00 an hour
- On call
- Microsoft Word
- Spanish
- CPR Certification
- Health insurance
- Dental insurance
Quick Apply
Plumbing Foreman – Multi‑Family, Commercial & Hospitality
Villara Building Systems —Livermore, CA
- $45 - $50 an hour
- Full-time
- Hospitality
- Construction site
- 5 years
Quick Apply

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Administrative Assistant

Progressive Asset Management
Castro Valley, CA

Quick Apply

Job Details

Full-time
$25.45 - $30.65 an hour
12 days ago

Benefits

Health insurance
Dental insurance
401(k)
401(k) matching
Professional development assistance

Qualifications

Teamwork
Interpersonal skills
Administrative experience
Attention to detail
Time management
Office experience

Full Job Description

Administrative Assistant

Progressive Asset Management (PAM)

Position Summary

Progressive Asset Management (PAM) is seeking a full-time Administrative Assistant to help keep our office running efficiently while providing exceptional service to our clients and support to our advisory team.

This role is ideal for someone who is highly organized, detail-oriented, proactive, and genuinely enjoys helping others. The Administrative Assistant is often the first point of contact for our clients and plays a critical role in ensuring every client interaction, meeting, task, and piece of paperwork is handled accurately and promptly.

The ideal candidate enjoys creating order, thrives in a fast-paced environment, communicates professionally, and takes pride in following through. They don't wait to be asked-they anticipate needs, take initiative, and help keep the entire team moving forward.

Primary Responsibilities

Client Service

Greet clients and visitors with professionalism and warmth.
Answer and direct incoming phone calls.
Respond to client emails and inquiries promptly and professionally.
Provide outstanding customer service while maintaining confidentiality.
Assist clients with scheduling appointments and follow-up requests.
Ensure every client interaction reflects PAM's commitment to exceptional service.

Administrative Support

Prepare meeting materials and client paperwork.
Process account paperwork accurately and efficiently.
Scan, upload, and maintain electronic client files.
Sort and distribute incoming mail and prepare outgoing mail and packages.
Maintain organized filing systems, both electronic and physical.
Keep office supplies stocked and common work areas organized.
Assist with special projects and firm initiatives as needed.

Calendar & Meeting Coordination

Schedule client meetings and advisor appointments.
Coordinate Zoom meetings and scheduling.
Prepare advisors with meeting materials prior to appointments.
Confirm appointments and assist with scheduling changes.
Help ensure meetings stay on schedule and follow-up items are completed.

CRM & Workflow Management

Create, update, and maintain detailed client tasks in Wealthbox.
Document client conversations accurately and thoroughly.
Ensure every task has clear ownership, due dates, and complete notes.
Track outstanding client requests and follow through until completion.
Help maintain accurate client records and organized workflows.
Assist in identifying opportunities to improve office processes and efficiency.

Advisor Support

Support advisors by handling administrative responsibilities that allow them to focus on serving clients.

Responsibilities include:

Preparing meeting packets.
Coordinating client paperwork.
Gathering account information.
Preparing follow-up correspondence.
Assisting with new client onboarding.
Tracking outstanding action items.

A key part of this position is helping keep work moving. That means respectfully following up with advisors and team members when information, meeting notes, signatures, or approvals are still outstanding. We value someone who is comfortable asking for what is needed and follows through until client requests are complete.

Team Collaboration

Work closely with advisors and operations staff to ensure work flows efficiently throughout the office.
Communicate openly and professionally with all team members.
Support coworkers during busy periods and assist wherever needed.
Participate in team meetings, training, and process improvements.
Contribute to a positive, collaborative work environment.

Qualifications

2+ years of administrative, office support, or customer service experience preferred.
Excellent written and verbal communication skills.
Strong organizational and time management abilities.
High attention to detail and accuracy.
Ability to manage multiple priorities while meeting deadlines.
Proficiency with Microsoft Office, Outlook, and general office technology.
Experience with CRM software is preferred (Wealthbox experience is a plus).
Financial services experience is helpful but not required.

What We're Looking For

The ideal candidate is someone who:

Enjoys staying organized and creating efficient systems.
Takes pride in keeping paperwork, files, and projects organized.
Naturally notices when something is incomplete and follows through.
Communicates professionally with clients and coworkers.
Is dependable, positive, and eager to learn.
Works well independently while also being a strong team player.
Is adaptable and comfortable wearing multiple hats throughout the day.
Has the confidence to respectfully remind advisors and teammates when something is needed to move a client request forward.
Takes ownership of their work and sees tasks through to completion.
Enjoys helping others succeed.

Our Team

We're a small, collaborative wealth management firm where everyone contributes to the success of the team. No two days are exactly alike, and everyone is willing to jump in where they're needed.

We value professionalism, accountability, kindness, and a strong work ethic. We take our work seriously, but we don't take ourselves too seriously. The best fit for our team is someone who enjoys working with different personalities, communicates well, appreciates structure, and finds satisfaction in bringing organization to a busy office.

If you're looking for a place where your work makes a meaningful impact, where your contributions are noticed, and where you'll be part of a supportive team that genuinely cares about one another and our clients, we'd love to hear from you.

Job Type: Full-time

Pay: $25.45 - $30.65 per hour

Expected hours: 40 per week

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Professional development assistance

Application Question(s):

Are you able to work full time? 40-hour workweek

Experience:

Administrative: 2 years (Required)

Ability to Commute:

Castro Valley, CA 94546 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

customer support & client services jobs in castro valley, ca

Administrative Assistant

Experienced Dog Groomer – $28–$34/hour + Tips

Associate Veterinarian

Core Growth Sales Executive, Director - Life Sciences (Bay Area)

Registered Veterinary Technician

Licensed Esthetician, 2 - 10+ years experiences

Associate – Retail Sales

Instrumentation Technician, l

Homeowner Support Representative

Surgery Department Lead - Experienced Veterinary Assistant or RVT!

Client Solutions Representative

Showroom Assistant

Director of Rehabilitation - $5,000 SIGN ON BONUS!!!

MedTech Part Time Clinical Consultant – San Francisco, CA

Landscape Account Manager

Field Operations Manager - Construction

Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California

Sous Chef

Dental Assistant, On Call, SBHC

Plumbing Foreman – Multi‑Family, Commercial & Hospitality

I want to receive the latest job alert for customer support & client services in castro valley, ca

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