Top 1830 Business services representative Jobs in Livermore, Ca

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Residential Counselor - Family Shelter Services
BILL WILSON CENTER —Sunnyvale, CA
- $24 - $26 an hour
- Overnight shift
- Background check
- Spanish
- CPR Certification
- Paid holidays
- Health insurance
Shelter Program Manager - Family Shelter Services
BILL WILSON CENTER —Sunnyvale, CA
- $70,304 - $75,000 a year
- Weekends as needed
- Background check
- Spanish
- CPR Certification
- Paid holidays
- Health insurance
Lead Residential Counselor - Family Shelter Services
BILL WILSON CENTER —Sunnyvale, CA
- $24 - $28 an hour
- Overnight shift
- Background check
- Spanish
- CPR Certification
- Paid holidays
- Health insurance
Account Sales Representative – Entry Level
GPO Direct Network —Fremont, CA
- $55,000 - $62,000 a year
- Full-time
- Background check
- In-person
- Leadership
- Employee discount
- Professional development assistance
Quick Apply
3d
Field Sales Representative -- $200 bonus for each account closed
Frazy Inc. —Santa Clara, CA
- $300 a day
- Temporary
- Clean driving record
- Driver's License
- Driving
- Mileage reimbursement
Quick Apply
2d
Relief Residential Counselor - SNS & THPP/NMD
BILL WILSON CENTER —Santa Clara, CA
- $27 an hour
- Seasonal
- Background check
- CPR Certification
- Current TB test
- Paid holidays
- Health insurance
Sales Representative
Envision Bay Consulting Inc —Hayward, CA
- $65,727.13 - $75,252.63 a year
- Full-time
- Computer literacy
- Bachelor's degree
- Experience equivalent to degree accepted
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
DREAM JOB ALERT FOR AUTOMOTIVE TECHNICIANS
The Luxury Collection Lamborghini Bentley Aston Martin McLaren & Maserati Walnut Creek —Walnut Creek, CA
- $60,000 - $175,000 a year
- Weekends as needed
- ASE Certification
- Dealership
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Russian-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
Supervisor I
Klinger Moving, a Corovan Corporation Affiliate —San Jose, CA
- Overtime
- English
- Mid-level
- Office
Quick Apply
Restaurant Host at Luxury Hotel
LAFAYETTE PARK HOTEL & SPA —Lafayette, CA
- $18 an hour
- Part-time
- Customer service
- Basic math
- English
- Health insurance
- Dental insurance
Quick Apply
Regional Business Manager, GST Latin America
PASONA N A, INC. —Union City, CA
- $100,000 a year
- Full-time
- Spanish
- Surgery
- Writing skills
Sr Marketing Systems Integration Engineer
Tailored Shared Services, LLC —Dublin, CA
- $133,000 - $179,000 a year
- Full-time
- Computer Science
- Office
- 8 years
- Store discount
- Paid jury duty
Quick Apply
Operations Manager
House of Spices (India) Inc. —Livermore, CA
- $70,000 - $80,000 a year
- Weekends as needed
- Microsoft Excel
- Management
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Korean & English Bilingual Sales Representative (Food Distributor) #36130
Activ8 Recruitment and Solutions —Fremont, CA
- $45,000 - $50,000 a year
- Full-time
- Background check
- Microsoft Excel
- Customer service
- Health insurance
- Dental insurance
Quick Apply
16h
Outside Sales Representative
CR&R Incorporated —San Leandro, CA
- $45,000 a year
- Full-time
- Customer service
- Business development
- Entry level
Quick Apply
Safety Representative
AC Transit —California
- $105,932 - $126,493 a year
- Online Application
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Commuter assistance
Project Manager I
Corovan Corporation —San Leandro, CA
- $27.25 - $33.59 an hour
- Overtime
- Microsoft Excel
- Bachelor of Science
- English
Quick Apply

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business services representative jobs near livermore, ca

Trader

Steward Partners Global Advisory LLC -
Danville, CA

Quick Apply

Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

Quick Apply

Refine Your Search

business services representative jobs in livermore, ca

Trader

Residential Counselor - Family Shelter Services

Shelter Program Manager - Family Shelter Services

Lead Residential Counselor - Family Shelter Services

Account Sales Representative – Entry Level

Field Sales Representative -- $200 bonus for each account closed

Relief Residential Counselor - SNS & THPP/NMD

Sales Representative

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

DREAM JOB ALERT FOR AUTOMOTIVE TECHNICIANS

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

Supervisor I

Restaurant Host at Luxury Hotel

Regional Business Manager, GST Latin America

Sr Marketing Systems Integration Engineer

Operations Manager

Korean & English Bilingual Sales Representative (Food Distributor) #36130

Outside Sales Representative

Safety Representative

Project Manager I

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