Top 2517 Services advisor Jobs in San Francisco, 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
Sr. Client Service Associate/ Sr. Client Service Manager
Wealth Enhancement Group —Walnut Creek, CA
- $51,450 - $126,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
School Based ERMHS (Educationally Related Mental Health Services)
BlazerJobs —San Francisco, CA
- $50 - $55 an hour
- Full-time
- School experience
- LMFT
- Classroom
- Health insurance
- Dental insurance
Quick Apply
Automotive Service Advisor
Hilltop Ford Kia —San Pablo, CA
- $48,000 - $280,000 a year
- Full-time
- Background check
- Spanish
- Sales
- Health insurance
- Dental insurance
Quick Apply
Senior Automotive Technician - $2,500 Sign On Bonus*DOE
AAA NCNU —Hayward, CA
- Full-time
- Clean driving record
- Word processing
- Mid-level
- Wellness program
- Paid holidays
Quick Apply
10d
Automotive Service Advisor/Writer
San Leandro Chrysler Dodge Jeep Ram —San Leandro, CA
- $16.90 an hour
- 8 hour shift
- Bilingual
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
Intelligence Manager
Pinkerton —Foster City, CA
- $140,000 - $150,000 a year
- Full-time
- Computer literacy
- Office
- Master's degree
- Health savings account
- AD&D insurance
Member Renewal Specialist
Honey Homes —San Francisco, CA
- $70,000 - $86,000 a year
- Full-time
- Driver's License
- Driving
- Home Health
- Paid parental leave
- Health insurance
Quick Apply
Sign On Bonus-Experienced European Auto-Service Technician
Mercedes-Benz of San Francisco —San Francisco, CA
- $55,000 - $100,000 a year
- Full-time
- ASE Certification
- Background check
- Dealership
- Paid holidays
- Health insurance
Quick Apply
Director of Operations & Business Performance
Confidential —San Francisco, CA
- From $140,000 a year
- Full-time
- Background check
- Surgery
- Finance
- Health insurance
- Dental insurance
Quick Apply
Senior Private Banker
BMO Financial —San Francisco, CA
- $122,400 - $228,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Financial Advisor - 10 Years Required
Bedell Frazier —Walnut Creek, CA
- $135,000 - $175,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Walnut Creek, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Account Manager
Sigonas Office Deliveries & Fruit for Thought —San Carlos, CA
- $70,000 - $85,000 a year
- Full-time
- Mid-level
- Business development
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Paralegal - Litigation - HYBRID - Oakland
Fennemore Craig —Oakland, CA
- $107,000 - $120,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Organizational skills
- Profit sharing
- Wellness program
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
Automotive Service Advisor Assistant
Elite Recruiting Services —San Rafael, CA
- $20 - $22 an hour
- Full-time
- Clean driving record
- Dealership
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
2d
Journeyman Automotive Production Technician
F.H. DAILEY CHEVROLET —San Leandro, CA
- $38 - $60 an hour
- 8 hour shift
- CDL B
- ASE Certification
- Background check
- Health insurance
- 401(k)
Quick Apply
Automotive Service Technician/Mechanic
Land Rover Redwood City —Redwood City, CA
- $37 - $45 an hour
- Full-time
- ASE Certification
- Clean driving record
- Dealership
- Paid training
- Paid holidays
Quick Apply
Chief Communications Officer
Lawrence Berkeley National Laboratory —San Francisco Bay Area, CA
- $290,000 - $360,000 a year
- Weekends as needed
- Background check
- Marketing
- 11+ years

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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
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

services advisor jobs in san francisco, ca

Licensed Client Services Administrator

Sr. Client Service Associate/ Sr. Client Service Manager

School Based ERMHS (Educationally Related Mental Health Services)

Automotive Service Advisor

Senior Automotive Technician - $2,500 Sign On Bonus*DOE

Automotive Service Advisor/Writer

Intelligence Manager

Member Renewal Specialist

Sign On Bonus-Experienced European Auto-Service Technician

Director of Operations & Business Performance

Senior Private Banker

Financial Advisor - 10 Years Required

Lenox Advisors - Financial Advisor

Account Manager

Paralegal - Litigation - HYBRID - Oakland

Client Advisor

Automotive Service Advisor Assistant

Journeyman Automotive Production Technician

Automotive Service Technician/Mechanic

Chief Communications Officer

I want to receive the latest job alert for services advisor in san francisco, ca

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