Top 9 Relocation specialist Jobs in Rocklin, Ca

Client Service Specialist
Nexon Solutions —Roseville, CA
- $50,000 - $70,000 a year
- Full-time
- Salesforce
- Office
- Bachelor's degree
- Relocation assistance
- Health insurance
Quick Apply
13d
Specialist, Sales (Sacramento, CA)
Pearson —Sacramento, CA
- $72,000 - $82,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Mid-level
- Analysis skills
Professional Land Surveyor - Project Manager
MacKay —Rocklin, CA
- $135,000 - $175,000 a year
- Hybrid work
- Background check
- 5 years
- Pass drug screening
- Health savings account
- Paid holidays
Safety Professional
Sentry Safety Solutions —United States
- $30 - $60 an hour
- Full-time
- Background check
- OSHA
- Construction site
- Relocation assistance
- Health insurance
Quick Apply

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8d

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relocation specialist jobs near rocklin, ca

Client Service Specialist

Nexon Solutions
Roseville, CA

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year
13 days ago

Benefits

Relocation assistance
Health insurance
401(k)

Qualifications

Wealth management
Teamwork
Salesforce
Managing clients in a customer support role
Attention to detail
Client services
Financial services
Client growth strategy
Account management

Full Job Description

Position: Client Service Specialist
Location: Sacramento, CA
Salary: $50,000-$70,000
Duration: Full-Time

Job Description:
This position is responsible for handling client inquiries, managing account servicing requests, onboarding new clients, and assisting advisors in delivering exceptional client care. The Client Service Specialist serves as a primary point of contact for clients, providing efficient, accurate, and professional support. In addition, each Client Service Specialist will take ownership of one or more stretch projects, office functions, or committees to contribute to overall team effectiveness and continuous improvement.

Client Experience:

· Address client inquiries promptly and professionally, ensuring a positive service experience.

· Build strong client relationships by servicing clients’ needs and providing proactive support.

· Coordinate with advisors to ensure client requests are handled accurately and efficiently.

Advisor and Client Support

· Prepare and organize client meeting materials, reports, and documentation. Provide follow-up support to ensure all requirements of the client meeting are completed in a timely manner.

· Support advisors by managing professional calendars, coordinating client communications and task management using CRM (Salesforce). Own client segmentation, service frequency, and execution of the Client Service Model, including management of monthly scheduling reports.

· Process account maintenance requests, documentation, and service transactions within timely manner.

· Assist with account openings, transfers, contributions, withdrawals, and other client account activities.

· Ensure accuracy and timeliness of all service requests and documentation of client interaction into CRM.

· Regularly monitor client accounts by reviewing key reports. Coordinator with the advisor for proactive client outreach and follow up to resolve issues, address risks, and identify service or planning needs.

· Point of contact to help clients troubleshoot access to their secure site.

Office and Team Support:

Contribute to the broader success of client by taking ownership of an additional area of responsibility beyond their core role. This may include supporting a key office function, developing a specialty, or leading and participating in team committees, all with the goal of enhancing efficiency, collaboration, and overall client experience.

Required Skills & Experience:

· At least 5 years in a client support role, ideally within financial services but other professional environments will be considered.

· Ability to handle multiple priorities, projects, and tasks with high attention to detail

· Desire to be part of a team that values exceptional client service, collaboration, and growth

· Bachelor's degree preferred but equivalent work experience will be considered

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

401(k)
Health insurance
Relocation assistance

Work Location: In person

Quick Apply

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relocation specialist jobs in rocklin, ca

Client Service Specialist

Specialist, Sales (Sacramento, CA)

Professional Land Surveyor - Project Manager

Safety Professional

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