Top 1317 Hiring immediately Jobs in Concord, Ca

Licensed Client Services Administrator
In Touch Financial Services —Emeryville, CA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Administrative experience
- Financial services
- Health insurance
- 401(k)
Quick Apply
Construction tradesman
Innovative Construction Solutions —Concord, CA
- $30 - $40 an hour
- Overtime
- Construction site
- Pass drug screening
- English
- Health insurance
- Dental insurance
Quick Apply
Border Patrol Agent - Entry Level
Customs and Border Protection —California
- $51,632 - $92,912 a year
- Urgently hiring
- Bachelor's degree
- Military encouraged
- 1 year
- Dental insurance
- 401(k)
Leasing Agent
Sierra Pacific Properties, Inc. —Pittsburg, CA
- From $22 an hour
- Urgently hiring
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Montessori Teacher /Teaching Assistant
Rockridge Montessori School —Oakland, CA
- $48,000 - $65,000 a year
- Full-time
- Classroom
- Childcare
- CPR Certification
- Health savings account
- Health insurance
Quick Apply
Administrative Assistant
Domino Realty Management Co —Walnut Creek, CA
- $20 - $23 an hour
- Weekends as needed
- Writing skills
- Mid-level
- Accounting
- Health insurance
- Dental insurance
Quick Apply
Marketing/Community Relations Liaison
At Home Support Senior Care —Walnut Creek, CA
- $90,000 a year
- 8 hour shift
- Sales
- Salesforce
- Mid-level
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Housekeeper / House Cleaner - Ama de llaves residencial
Merry Maids of Sacramento & East Bay —Concord, CA
- From $17.50 an hour
- Part-time
- Clean driving record
- US work authorization
- In-person
- Paid holidays
- Health insurance
Quick Apply
Farmers Market Booth Manager
KettlePop —Benicia, CA
- $18 - $22 an hour
- Part-time
- Clean driving record
- Inventory control
- Customer service
- Health insurance
- 401(k)
Quick Apply
Caregiver
All Seasons Homecare —Concord, CA
- $20 - $21 an hour
- Part-time
- Background check
- Current TB test
- Caregiving
- Paid training
- Mileage reimbursement
Delivery Driver, $26.25/hr, Weekly Pay, Benefits & Flexible Schedule
JT&T Delivery Service Partner LLC —American Canyon, CA
- $26.25 an hour
- Temporary
- Background check
- Pass drug screening
- Ability to lift 50 pounds
- Paid training
- Health insurance
Quick Apply
Management Trainee
Enterprise Mobility —Walnut Creek, CA
- $64,319 a year
- Urgently hiring
- 18 years or older
- Sales
- Business development
- Profit sharing
- Health insurance
Retail Associates
Hobby Lobby —Concord, CA
- $16.90 - $17.90 an hour
- Part-time
- Entry level
- Retail sales
11h
Traffic Controller- Concord
TRAFFIC MANAGEMENT, LLC —Concord, CA
- $16.90 - $36.21 an hour
- Weekends as needed
- 18 years or older
- Pass drug screening
- No experience needed
- Paid training
- AD&D insurance
Quick Apply
Event Staff NGC
AX9 Security, Inc. —Concord, CA
- $19 - $20 an hour
- Part-time
- Background check
- Communication skills
- Entry level
Quick Apply
Dishwasher
BJ's Restaurants —Concord, CA
- $16.90 - $22.00 an hour
- Part-time
- In person
- Hospitality
- 18 years or older
- Entry level
- Health insurance
- Dental insurance
Customer Service / Lot Attendant
U-Haul —Concord, CA
- $16.50 - $18.50 an hour
- Part-time
- Clean driving record
- Forklift
- High school diploma or GED
- Paid holidays
- Health insurance
8d
Host
BJ's Restaurants —Concord, CA
- $16.90 - $22.00 an hour
- Part-time
- In person
- 18 years or older
- Restaurant
- Entry level
- Health insurance
- Dental insurance
Janitorial
BJ's Restaurants —Concord, CA
- $16.90 - $22.00 an hour
- Part-time
- In person
- Hospitality
- 18 years or older
- Sanitation
- Health insurance
- Dental insurance
Sandwich Maker
Mr. Pickles Sandwich Shop —Concord, CA
- From $20 an hour
- Part-time
- Quick service & fast food restaurant
- In-person
- Entry level
- Paid training
- Employee discount
Quick Apply

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Licensed Client Services Administrator

In Touch Financial Services
Emeryville, CA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Customer communication
Account maintenance
iOS
Client file management
Administrative experience
Series 7
Client services
macOS
Financial services
Productivity software
Appointment scheduling
Practicing in the securities industry
Documentation Handling
Technical Proficiency

Full Job Description

Position Overview

In Touch Financial Services is seeking an experienced, Licensed Client Services Administrator who brings initiative, sound judgment, and genuine care to their work. We are seeking a Licensed Client Services Administrator to deliver exceptional client service, provide technical and administrative support to the Lead Advisor, and ensure efficient operation of the practice. This role requires strong attention to detail, excellent communication skills, and the ability to manage client needs with professionalism and care. This role is ideal for someone who doesn’t wait to be told what to do — they anticipate needs, think critically, and take ownership of both the client experience and the daily operations of the firm. You will serve as a trusted point of contact for clients and a key partner to the Lead Advisor, ensuring that nothing falls through the cracks and that clients feel supported, informed, and valued at every stage of the relationship. This is not a task-only administrative role. The right person will be proactive, thoughtful, and dependable — someone who takes pride in follow-through and understands the importance of both accuracy and compassion in financial services.

What Success Looks Like in This Role

A successful candidate:
Thinks two steps ahead of clients and advisor needs
Notices what needs attention and takes action without being asked
Follows responsibilities through to completion with consistency and care
Communicates proactively, clearly, and kindly
Brings calm, organization, and accountability to a fast-paced environment

Key Responsibilities:

Client Experience & Relationship Support

Serve as a primary point of contact for client service requests, inquiries, and follow-ups
Anticipate client needs by proactively monitoring accounts, pending items, and upcoming milestones
Communicate with warmth, professionalism, and clarity — clients should feel genuinely cared for
Prepare materials and documentation for client meetings and ensure timely post-meeting follow-through
Maintain the firm’s client calendar, including scheduling, confirming, and coordinating appointments for both current and prospective clients
Ensure all meetings are properly prepared for, documented, and followed up on

Account Administration & Operations

Coordinate new account openings, transfers, account maintenance, and custodial paperwork
Process service items including cashiering requests, contributions, withdrawals, RMDs, and account updates
Track outstanding service items and ensure completion — nothing should remain unresolved
Maintain accurate, detailed CRM records and client documentation

Advisor & Practice Support

Anticipate the advisor’s needs by staying aware of priorities, deadlines, and workflows Provide trading and investment support under advisor direction, within licensing guidelines
Identify gaps or inefficiencies in processes and suggest thoughtful improvements
Support special projects and evolving firm needs as the practice grows

Required Qualifications

Active Series 7 and Series 66 (or Series 63/65 combination)
Minimum 2+ years of experience in a wealth management or financial services environment
Demonstrated experience working withinApple iOS and macOS systems, including calendar management and related applications
Strong proficiency in Microsoft Office; CRM and custodial platform experience strongly preferred
Experience handling custodial paperwork, account servicing, and operational workflows

The Right Person for This Role Is:

A self-starter who takes initiative and does not require constant direction
A strong, independent thinker with good judgment and problem-solving ability
Exceptionally organized, detail-oriented, and known for excellent follow-through
Smart, compassionate, and personable — clients feel comfortable and supported
Calm, dependable, and accountable under pressure
Someone who takes pride in being proactive, reliable, and thoughtful in their work

This role requires comfort with independently managing schedules, priorities, and details, while maintaining a high level of responsiveness, professionalism, and genuine care for clients.

Why Join In Touch Financial Services

You will be an integral part of a growing, client-focused practice where your contributions truly matter. The right person will be trusted, valued, and relied upon as a key member of the team, with the opportunity to make a meaningful impact on both client experience and firm operations.

This position is best suited for someone who enjoys taking ownership, thinking ahead, and being accountable for outcomes — not just completing assigned tasks

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Application Question(s):

Think about the last time you had a really full or high‑pressure day, with several things competing for your attention. What’s your personal system for staying organized, deciding priorities, and making sure nothing gets missed?
Think about a situation from the last week or the past month where you noticed something needed attention before anyone pointed it out. What tipped you off and what made you decide to act when you did?

Work Location: In person

Quick Apply

Refine Your Search

hiring immediately jobs in concord, ca

Licensed Client Services Administrator

Construction tradesman

Border Patrol Agent - Entry Level

Leasing Agent

Montessori Teacher /Teaching Assistant

Administrative Assistant

Marketing/Community Relations Liaison

Housekeeper / House Cleaner - Ama de llaves residencial

Farmers Market Booth Manager

Caregiver

Delivery Driver, $26.25/hr, Weekly Pay, Benefits & Flexible Schedule

Management Trainee

Retail Associates

Traffic Controller- Concord

Event Staff NGC

Dishwasher

Customer Service / Lot Attendant

Host

Janitorial

Sandwich Maker

I want to receive the latest job alert for hiring immediately in concord, ca

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