12 Client Services Representative Jobs in Oakland, CA
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PF Wealth Management Group is Hiring a Client Services Representative Near Oakland, CA
CAN YOU HELP ME KEEP EVERYTHING ORGANIZED?
Work-life balance - We are a small company, and work-life balance is important to me. You will have a great deal of flexibility in your work here. This includes possibly working from home and coming into the office one to two times a week. What I care about are the projects getting done on time, being responsive to phone and email requests, and the work being done accurately.
Are you the kind of ultra-organized person who loves to tick things off a list? Are you good at keeping others organized? Are you completely reliable and great at paperwork? Can you get clients to warm up to you?
We have been in business for 15 years. Our main office is located in the bay area, but one of the owners lives in Pennsylvania. We work with people who appreciate the value of what we do and who are not just looking for a quick fix. The bottom line, we help people make a difference and achieve their ideal life and financial future.
As a business, we have set up systems and procedures to make our office run smoothly and efficiently so clients get exactly the same service we want them to have. But don’t think that means we are a cold machine – far from it. We are on a continuous improvement quest!
Clients expect outstanding service and attention to detail when it comes to their financial life plans. That means we need someone to help us achieve this and ensure all the systems work properly. Part of your responsibilities will be to double-check our systems and update those that need it. You may also need to be able to create effective new systems to accommodate other current clients.
The ideal candidate will need to keep all records up to date and in perfect order so that our whole system works without a glitch.
Job Summary
Full Time
$55k-73k (estimate)
07/08/2023
04/24/2024
pfwealthmanagement.com
Oakland, CA
<25
Related Companies
The job skills required for Client Services Representative include Attention to Detail, Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
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