Top 94 Servicing specialist Jobs in Oakland Ca

Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region
Empower —San Francisco, CA
- $104,800 - $148,075 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Senior Portfolio Servicing Specialist
SAN FRANCISCO FEDERAL CREDIT UNION —San Francisco, CA
- $33.65 - $55.53 an hour
- Overtime
- Google Workspace
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
13d
Curriculum Specialist (K-12 Generalist) - Part-time (California)
Savvas Learning Company —Oakland, CA
- $20 - $45 an hour
- Part-time
- School experience
- Spanish
- Public speaking
- Commuter assistance
- Health savings account
Quick Apply
Small Business Specialist - San Francisco Bay Area
U.S. Bank National Association —Alameda, CA
- $29.23 - $42.83 an hour
- Full-time
- Mid-level
- 3 years
- Business development
- Paid holidays
- Disability insurance
Campus Support Specialist
Unitek College Of Nursing —Concord, CA
- $25 - $28 an hour
- Full-time
- High school diploma or GED
- University
- 1 year
- Paid holidays
- Health insurance
Quick Apply
Bilingual Customer Service and Rebate Processing Specialist
Resource Innovations —San Francisco, CA
- $17 - $18 a year
- 8 hour shift
- Remote
- Microsoft Word
- Background check
- Spanish
- Commuter assistance
- Paid holidays
Quick Apply
Customer Service Specialist
MillerKnoll —San Francisco, CA
- $28 - $30 an hour
- Full-time
- Word processing
- Writing skills
- Residential
- Health savings account
- Disability insurance
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area
Empower —San Francisco, CA
- $136,800 - $198,375 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
System Specialist II
Schneider Electric —San Francisco, CA
- Online Application
- Customer service
- English
- Mid-level
- Dental insurance
- Military leave
13d
Sr Specialist, Account Management
Cardinal Health —San Francisco, CA
- $71,300 - $102,000 a year
- Microsoft Outlook
- Inventory management
- Mid-level
- Paid parental leave
- Health savings account
Associate, Consultant Relations
BlackRock Investments —San Francisco, CA
- $110,000 - $150,000 a year
- Hybrid work
- Bachelor of Science
- Research
- Mid-level
- Health insurance
- Tuition reimbursement
11d
Support Specialist: FI
Markel Service Inc. —San Francisco, CA
- $21.78 - $29.95 an hour
- Email
- Research
- Mid-level
- Microsoft Office
- AD&D insurance
- Employee stock purchase plan
Quick Apply
Recycling Specialist
Careers - HomeRise —San Francisco, CA
- $27.42 an hour
- Full-time
- Background check
- Microsoft Outlook
- Sanitation
- Paid training
- 403(b) matching
Quick Apply
Prin. Clinical Specialist, Superficial Venous Interventions (SVI) - Sacramento, CA/San Francisco, CA
Medtronic —San Francisco, CA
- $110,000 - $120,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Employee stock purchase plan
Field Engineering Specialist - San Francisco / Bay Area, CA
Roche —San Francisco, CA
- $81,700 - $151,700 a year
- Weekends as needed
- Military
- High school diploma or GED
- Bachelor's degree
Trade In Support Payoffs
Tesla —Hayward, CA
- $25.60 - $38.40 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Commuter assistance
- Health savings account
3d
AAA - Battery Specialist
AAA NCNU —Concord, CA
- From $27.50 an hour
- Weekends as needed
- Clean driving record
- Customer service
- Ability to lift 50 pounds
- Paid training
- Wellness program
Quick Apply
13d
Field Sales Support Specialist
ZYWIE INC —Walnut Creek, CA
- Full-time
- Inventory management
- Mid-level
- Ability to lift 50 pounds
- AD&D insurance
- Health insurance
Head of Customer Experience
Parafin —San Francisco, CA
- $145,000 - $190,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Financial services
- Commuter assistance
- Paid parental leave
Drug Monitoring Account Executive
Quest Diagnostics —San Francisco, CA
- $160,000 - $185,000 a year
- Full-time
- Salesforce
- Mid-level
- 3 years
- Fuel card
- Employee stock purchase plan
Quick Apply

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Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region

Empower -
San Francisco, CA

Apply Now

Job Details

$104,800 - $148,075 a year

Benefits

Paid parental leave
Internal mobility program
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Estate planning needs analysis
Customer relationship building
Financial client presentations
Income tax planning
Portfolio management advisory services
Investment client management
FINRA License
Series 65
Experience practicing in the securities industry
Estate planning

Full Job Description

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Ideal candidate lives in the Bay Area and while this position is remote, the candidate is excited to get out and meet clients in person when needed.

The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater San Francisco Bay area.

This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.

This role requires a natural leader—someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience.

This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve.

What You Will Do

Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients
Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education
Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive
Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
Act as the liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
Conduct comprehensive relationship management via phone, email, and virtual meetings
Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions
Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning
Effectively delegate, coach, train, and develop colleagues and resources
Travel to meet with clients face-to-face and build strong relationships

What You Will Bring

Bachelor degree in business or related discipline or equivalent experience
4+ years related work experience in a licensed Advisory capacity
Experience with direct client contact while exhibiting a knowledgeable, professional demeanor
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Experience managing a book of clients in a wealth management setting
Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
FINRA Series 65 required
FINRA fingerprinting required upon hire
Ability to meet clients in person in the Greater San Francisco Bay area

What will set you apart

Excellent verbal and written communication skills
Detail oriented and able to manage many time-sensitive tasks simultaneously
Pro-active self-starter, strong situational awareness and contextual thinking
Strong organizational and presentation skills
Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems

#pjpw

#pjhtf

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$104,800.00 - $148,075.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

07-28-2026

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Workplace Flexibility: Remote - Must reside within territory

Apply Now

Refine Your Search

servicing specialist jobs in oakland ca

Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region

Senior Portfolio Servicing Specialist

Curriculum Specialist (K-12 Generalist) - Part-time (California)

Small Business Specialist - San Francisco Bay Area

Campus Support Specialist

Bilingual Customer Service and Rebate Processing Specialist

Customer Service Specialist

Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area

System Specialist II

Sr Specialist, Account Management

Associate, Consultant Relations

Support Specialist: FI

Recycling Specialist

Prin. Clinical Specialist, Superficial Venous Interventions (SVI) - Sacramento, CA/San Francisco, CA

Field Engineering Specialist - San Francisco / Bay Area, CA

Trade In Support Payoffs

AAA - Battery Specialist

Field Sales Support Specialist

Head of Customer Experience

Drug Monitoring Account Executive

I want to receive the latest job alert for servicing specialist in oakland ca

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