Walnut Creek, California, United States · On-site
$34k–$90k/yr
Job Description Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactio…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
Walnut Creek, California, United States · On-site
Work is Sweet! 'Quality without Compromise' is not just a motto at See’s Candies. It is the most important ingredient in our recipe for success. See’s Candies has been in business since 1921 and maintains a reputation fo…
Skills: Customer Service, Sales, Cash Handling, Interpersonal Communication, Merchandising
Walnut Creek, California, United States · On-site
$24/hr–$42/hr
You’ve invested a lot of time and energy in your education. Now you want the chance to make your mark. We offer challenging opportunities for you to learn and grow professionally. In our programs, you’ll be immersed in a…
Skills: Prescription Fulfillment, Patient Counseling, Immunization Administration, Drug Utilization Review, Patient Safety
Walnut Creek, California, United States · On-site
$80k–$85k/yr
Bay Area Property Services/Associa is currently looking for a Community Association Manager (CAM) to join our team in Walnut Creek, CA. As a Community Association Manager, you will work closely with our clients and vendo…
Skills: Customer Service, Project Management, Conflict Resolution, Microsoft Office, Financial Reporting
Walnut Creek, California, United States · On-site
$20/hr
Housekeeper/Room Attendant Is cleaning your passion, do you have a great eye for detail? Do you have a genuine warmth and helpful nature? We are hiring for a Housekeeper! What We Offer: Career advancement opportunitiesEm…
Skills: Room Cleaning, Attention To Detail, Linen Management, Deep Cleaning, Waste Disposal
Walnut Creek, California, United States · On-site
$28/hr–$29/hr
Job Description In the Nordstrom Beauty Department, we strive to make our customers feel their best. As a member of the Beauty community, you'll create personalized beauty experiences for customers and be part of a passi…
Skills: Makeup Application, Skincare Analysis, Sales Goal Achievement, Customer Relationship Management, Vendor Relationship Management
Walnut Creek, California, United States · On-site
$21/hr–$35/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Leadership, Supervision, Inventory Management, Financial Management, Customer Service
Walnut Creek, California, United States · On-site
$25/hr–$27/hr
Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Free uniforms Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Automotive …
Skills: Automotive Photography, Vehicle Staging, Mobile Technology, Customer Service, Time Management
Walnut Creek, California, United States · On-site
$25/hr–$27/hr
Automotive Photographer Full Time- Monday through Friday 8am-4:30pm (or until work is completed) Route: Dublin Pleasanton Tracy Brentwood Concord Walnut Creek San Rafael and Surrounding Areas Pay: $25.00++ Hourly pay lis…
Skills: Automotive Photography, Videography, Customer Service, Time Management, Problem Solving
Walnut Creek, California, United States · On-site
$70k–$75k/yr
Why choose Reiss? With the intrinsic sustainability, quality and timeless elegance of our designs, our continued success comes as no surprise. With standalone stores, concessions and franchise operations in over 230 loca…
Skills: Retail Management, Commercial Product Management, Customer Service, Team Leadership, Stock Control
Walnut Creek, California, United States · On-site
$16/hr–$20/hr
Overview We create communities where employees thrive in their work, helping our residents thrive in their homes. Atria Senior Living’s family of brands has openings for individuals looking for a career with outstanding …
Skills: Customer Service, Table Setting, Order Taking, Meal Preparation, Sanitization
Walnut Creek, California, United States · On-site
$16/hr–$20/hr
Benefits: Free Childcare Employee discounts Flexible schedule We are looking for a team member to join our Kidzville team! This is a great opportunity for a parent who's looking to bring their child with them to work! Ho…
Skills: Childcare, Customer Service, Communication Skills, Time Management, CPR Certification
Walnut Creek, California, United States · On-site
$16/hr–$20/hr
Benefits: Free Childcare Employee discounts Flexible schedule We are looking for a team member to join our Kidzville team! This is a great opportunity for a parent who's looking to bring their child with them to work! Ho…
Skills: Childcare, Customer Service, Communication, Time Management, CPR Certification
Walnut Creek, California, United States · On-site
$16/hr–$20/hr
Benefits: Free Childcare Employee discounts Flexible schedule We are looking for a team member to join our Kidzville team! This is a great opportunity for a parent who's looking to bring their child with them to work! Ho…
Skills: Childcare, Customer Service, Communication Skills, Time Management, CPR Certification
Walnut Creek, California, United States · On-site
$70k–$100k/yr
Benefits: Simple IRA Licensing paid by agency Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance ROLE DESCRIP…
Skills: Lead Generation, Customer Relationship Management, Insurance Sales, Communication Skills, Interpersonal Skills
Walnut Creek, California, United States · On-site
$70k–$100k/yr
Benefits: Simple IRA Licensing paid by agency Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance ROLE DESCRIP…
Skills: Lead Generation, Sales, Customer Service, Relationship Building, Communication
Walnut Creek, California, United States · On-site
AAMCO Transmissions & Total Car Care is a global leader in transmission and advanced automotive repair services, and we’re growing rapidly. We’re seeking top-tier professionals who take pride in their craft and want to b…
Skills: Customer Service, Point Of Sale Systems, Inventory Management, Interpersonal Communication, Multi-tasking
Walnut Creek, California, United States · On-site
$70k–$100k/yr
Benefits: Simple IRA Licensing paid by agency Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Position Ove…
Skills: Communication, Goal oriented, Problem-solving, Computer proficiency, Teamwork
Walnut Creek, California, United States · On-site
$35k–$50k/yr
Benefits: Simple IRA Licensing paid by agency Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance About the Ro…
Skills: Customer Service, Communication, Problem-solving, Organization, Insurance Licensing
Walnut Creek, California, United States · On-site
$70k–$100k/yr
Benefits: Simple IRA Licensing paid by agency Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance About the Ro…
Skills: Sales, Customer Service, Relationship Building, Insurance Quoting, Lead Follow-up
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Provide exceptional service and administrative support to Financial Advisors and their clients. Responsibilities include executing money movement, onboarding accounts, and managing calendars and travel itineraries.
Requires a High School Diploma and active Series 7 and Series 66 (or 63 and 65) licenses. A college degree and two or more years of industry experience are preferred.
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Business Service Officer
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
There are currently 344 open customer service & support positions in Walnut Creek, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include CVS Health, Macy's, Albertsons Companies, Starbucks, Domino's, among others. Browse the listings above to see every active employer.
Yes — 36 of the 344 open customer service & support positions offer remote or hybrid work (5 remote, 31 hybrid).
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