Top 1316 Client advisor Jobs in Corte Madera, 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
(4) Learning Program Managers | (Hybrid, Contract) | Multiple Locations
CapeTalent —San Francisco, CA
- $55 - $65 an hour
- Contract
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
Quick Apply
7d
Social Work Case Manager MSW or LCSW, Care Coordination, Per Diem, Days, weekends required
MarinHealth Medical Center —Greenbrae, CA
- $46.92 - $70.39 an hour
- Weekends as needed
- Acute care
- Master of Social Work
- Hospital
Quick Apply
Client Advisor
CH Carolina Herrera —San Francisco, CA
- $20 - $24 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
Client Advisor
CH Carolina Herrera —San Francisco, CA
- $20 - $24 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Commuter assistance
- Health insurance
Quick Apply
8d
Area Director, North Bay Small Business Development Center (SBDC)
NorCal Small Business Development Center —San Rafael, CA
- $95,000 - $155,000 a year
- Weekends as needed
- Background check
- Management
- 5 years
- Health insurance
- Dental insurance
Quick Apply
1d
Tax Associate
Wealth Enhancement Group —El Cerrito, CA
- $57,750 - $126,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Profit sharing
- Paid parental leave
Associate Director, North Bay Small Business Development Center (SBDC)
NorCal Small Business Development Center —San Rafael, CA
- $85,000 - $130,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Google Workspace
- Management
- Health insurance
- Dental insurance
Quick Apply
1d
Service Technician, Millbrae (2nd shift)
Lucid Motors —Millbrae, CA
- $34 - $47 an hour
- Mid-level
- Driver's License
- 2 years
- Paid holidays
- Disability insurance
Territory Sales Representative
Confidential —Richmond, CA
- $60,000 - $90,000 a year
- Full-time
- Remote
- CRM software
- Up to 50% travel
- Mid-level
- Health savings account
- Health insurance
Quick Apply
15h
Tax Expert - Expert Center (West)
Intuit —Pleasant Hill, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
3d
Associate Director, San Francisco Small Business Development Center (SBDC)
NorCal Small Business Development Center —San Francisco, CA
- $85,000 - $130,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Google Workspace
- Management
- Health insurance
- Dental insurance
Quick Apply
1d
Audit Senior - Audit, CPA, Construction
Everforth, Cybercoders —Larkspur, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Financial Professional (Career Development)
Truvant Financial Solutions —Petaluma, CA
- $61,386.11 - $150,000.00 a year
- Full-time
- No experience needed
- Office
- Business development
- Paid training
- Health insurance
Quick Apply
Clinical Associate Director of Support Services
The Tenderloin Housing Clinic —San Francisco, CA
- $113,964 a year
- Full-time
- In person
- Customer service
- Licensed Clinical Social Worker
- English
Tax Senior - CPA, Tax Senior, Individual Returns
Everforth, Cybercoders —Larkspur, CA
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
Area Director, San Francisco Small Business Development Center (SBDC)
NorCal Small Business Development Center —San Francisco, CA
- $95,000 - $155,000 a year
- Weekends as needed
- Background check
- Management
- 5 years
- Health insurance
- Dental insurance
Quick Apply
1d
Fitness Sales Advisor
Club Studio Fitness —San Francisco, CA
- $19.61 - $33.61 an hour
- Full-time
- Sales
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
2d
Senior Tax Manager - CPA, Senior Tax Manager, Prep
Everforth, Cybercoders —San Rafael, CA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply

I want to receive the latest job alert for client advisor in corte madera, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near corte madera, ca

Client Advisor jobs in San Francisco, CA

Director Of Clinical Services jobs in San Francisco, CA

Financial Advisor jobs in San Francisco, CA

Director Of Business Development jobs in San Francisco, CA

Director Of Business Development jobs in Pittsburgh, PA

Director Of Business Development jobs in San Jose, CA

Business Degree jobs in Atlanta, GA

Director Of Business Development jobs in Tucson, AZ

Director Of Business Development jobs in Harlingen, TX

Recipe Development jobs in San Francisco Bay Area, CA

Automotive Service Advisor jobs in Houston, TX

Service Advisor jobs in Tampa, FL

Client Advisor jobs in Tampa, FL

Client Advisor jobs in California

Client Advisor jobs in Remote

Academic Advisor jobs in New Orleans, LA

Client Advisor jobs in San Marcos, TX

Automotive Service Advisor jobs in Tampa, FL

Director Of Clinical Services jobs in Hartford, CT

Director Of Nursing jobs in Texas

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
Executive administrative support
Administrative experience
Series 7
Client services
macOS
Financial services
Productivity software
Appointment scheduling
Experience 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?

License/Certification:

FINRA License or Equivalent (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in corte madera, ca

Licensed Client Services Administrator

(4) Learning Program Managers | (Hybrid, Contract) | Multiple Locations

Social Work Case Manager MSW or LCSW, Care Coordination, Per Diem, Days, weekends required

Client Advisor

Client Advisor

Area Director, North Bay Small Business Development Center (SBDC)

Tax Associate

Associate Director, North Bay Small Business Development Center (SBDC)

Service Technician, Millbrae (2nd shift)

Territory Sales Representative

Tax Expert - Expert Center (West)

Associate Director, San Francisco Small Business Development Center (SBDC)

Audit Senior - Audit, CPA, Construction

Financial Professional (Career Development)

Clinical Associate Director of Support Services

Tax Senior - CPA, Tax Senior, Individual Returns

Financial Advisor

Area Director, San Francisco Small Business Development Center (SBDC)

Fitness Sales Advisor

Senior Tax Manager - CPA, Senior Tax Manager, Prep

I want to receive the latest job alert for client advisor in corte madera, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected