Top 898 customer service representative Jobs in orinda 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
Customer Service Agent SFO - Vietnamese/English Speakers
Pacific Aviation —San Francisco, CA
- $23.15 an hour
- Part-time
- Background check
- Computer literacy
- Pass drug screening
- Free parking
- Paid training
Quick Apply
Seasonal Customer Service Representative
Peter Levi Plumbing, Heating, Cooling, and Drains —Novato, CA
- $18 - $20 an hour
- Temporary
- Computer literacy
- High school diploma or GED
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
14d
Account Manager
Confidential —San Francisco, CA
- $60,000 - $85,000 a year
- Email
- Hybrid work
- Writing skills
- Mid-level
- Business development
- Profit sharing
- Commuter assistance
Quick Apply
3d
Customer Service Agent I
Watchpoint Logistics, Inc. —Burlingame, CA
- $23 - $25 an hour
- Hybrid work
- Office
- Microsoft Office
- High school diploma or GED
- Wellness program
- Health insurance
Client Service Associate
Mariner Finance —Walnut Creek, CA
- Office
- High school diploma or GED
- Analysis skills
Customer Service Associate I
Dollar Tree —Moraga, CA
- $17.00 - $17.50 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Customer Service Representative - Bilingual Spanish
STORAGEPRO INC —Walnut Creek, CA
- $20 an hour
- Weekends as needed
- Remote
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
8d
Customer Service Representative
Little Gators Preschool —San Francisco, CA
- $26.28 - $34.24 an hour
- Part-time
- Remote
- Bilingual
- Background check
- Customer service
- Health insurance
- Dental insurance
Quick Apply
3d
Customer Service Associate
Walgreens —Berkeley, CA
- $19.18 - $20.00 an hour
- Part-time
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
4d
Customer Service Associate
Savers/Value Village —Walnut Creek, CA
- $17.00 - $22.40 an hour
- Part-time
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Customer Service Associate
Dollar Tree —Martinez, CA
- $17.00 - $17.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
Customer Service Representative
ConGlobal —Oakland, CA
- $22.87 - $27.11 an hour
- Full-time
- Computer literacy
- Mid-level
- High school diploma or GED
- Health insurance
- 401(k)
Quick Apply
Customer Service Associate
Ace Hardware —Martinez, CA
- $16 - $20 an hour
- Overtime
- No education required
- Merchandising
- Maintenance
- Paid training
- Disability insurance
Quick Apply
Bilingual Healthcare Call Center Representative (Spanish Speaking)
Pair Team —San Francisco, CA
- $25 an hour
- Email
- Remote
- Background check
- Spanish
- HIPAA
- Dental insurance
- 401(k)
Quick Apply
Customer Service Coordinator (Paid Training + $25-26/HR)
AquaTech Swim —Alameda, CA
- $24 - $26 an hour
- Full-time
- High school diploma or GED
- 1 year
- Communication skills
- Paid training
Quick Apply
Customer Service Representative - State Farm Agent Team Member
Bryan Silveira - State Farm Agent —Orinda, CA
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative
Chevron Stations Inc. —Walnut Creek, CA
- $19.25 - $20.25 an hour
- Part-time
- 18 years or older
- Ability to walk for extended periods
- Cooking
- Commuter assistance
- Tuition reimbursement
Customer Service Representative 1
Recology —Vallejo, CA
- $24.07 an hour
- Computer literacy
- Writing skills
- Office
- Wellness program
- Paid holidays
Customer Service/Sales
Home Depot —El Cerrito, CA
- $20.50 - $23.50 an hour
- Entry level

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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

customer service representative jobs in orinda ca

Licensed Client Services Administrator

Customer Service Agent SFO - Vietnamese/English Speakers

Seasonal Customer Service Representative

Account Manager

Customer Service Agent I

Client Service Associate

Customer Service Associate I

Customer Service Representative - Bilingual Spanish

Customer Service Representative

Customer Service Associate

Customer Service Associate

Customer Service Associate

Customer Service Representative

Customer Service Associate

Bilingual Healthcare Call Center Representative (Spanish Speaking)

Customer Service Coordinator (Paid Training + $25-26/HR)

Customer Service Representative - State Farm Agent Team Member

Customer Service Representative

Customer Service Representative 1

Customer Service/Sales

I want to receive the latest job alert for customer service representative in orinda ca

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