Jobs in Moss Beach California
497 positions found — Page 5
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Advisor will work with plan participants on the West Coast and bilingual Spanish skills are required.
Occasional travel is required between Colorado and California.
What you will do
Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Manage meeting schedule, including travel booking
Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
Achieve plan level and individual goals to help achieve service level agreements and business results
Participate in client meetings, sales finals, or other external meetings as needed
Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
Bachelor's degree or equivalent work experience in lieu of a degree
3 – 5 years relevant financial services experience
Spanish bilingual skills required
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint, and Teams required
Strategic thinker who can work independently required
Strong relationship building and territory management skills required
FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire
What will set you apart
Working knowledge of Salesforce preferred
Working knowledge of building blocks for successful retirement planning preferred
Basic understanding of defined contribution plans preferred
Practical experience providing high-level, consultative client interactions preferred
#PJRPA
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$79,400.00 - $112,175.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
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Workplace Flexibility: Remote - Must reside within territory
Located in Hershey, PA, Milton Hershey School (MHS) is a top-notch home and school where over 2,200 pre-K through 12th grade students from disadvantaged backgrounds are provided an extraordinary, cost-free, career-focused education. This is made possible by the generosity of Milton and Catherine Hershey, who established the school in 1909 and ensured it was fully endowed. Thanks to their foresight and generosity, the school has over 12,000 graduates and continues to expand to serve more students.MHS is hiring married couples to serve as Full-time Flex Houseparents. In this unique and life-changing career, couples reside in on-campus student homes and provide care, guidance, supervision, and support for a group of approximately 8–13 students living in the home. Flex Houseparents play a vital role in creating a structured, family-like environment that fosters students’ academic, emotional, and social development so they can reach their full potential.Responsibilities include:
Providing daily supervision and mentorship
Managing household routines and student schedules
Administering medications and ensuring student wellness
Driving students to activities, as well as planning and actively engaging in developmental and recreational activities with students
Leading daily devotions and accompanying students to Sunday Chapel
Overseeing budgeting and household reporting
Upon hire, Flex Houseparents initially support various student homes and follow a working schedule of nine consecutive days on duty, followed by three days off. On weekdays, houseparents have unscheduled time while students are in school. Flex Houseparents eventually transition into a Placed Houseparent role, where they live and work with the same group of students in their own student home.Benefits include:
Salary: $44,768.00 per person (approximately $168,000 total compensation per couple, including free housing, meals while on duty, utilities, and more)
Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings
Relocation assistance and paid training provided
Paid time off provided at designated times throughout the year
Qualifications:
Qualifications include:
Experience working or volunteering with youth
This is a two-person role for couples legally married for at least two years
Both spouses must be age 27 or older
No more than three dependent children may reside in the student home
Commitment to a smoke-free and weapon-free campus; no alcohol permitted while on duty
Pet limitations: only fish and one dog of approved breeds allowed
Valid U.S. driver’s license and ability to become certified to drive student home vans
Comfort leading students in daily devotions and accompanying them to Judeo-Christian Sunday Chapel services (proselytizing prohibited)
High school diploma or GED required
Ability to lift to 50 lbs.
Demonstrated integrity and professionalism; MHS staff serve as role models for students
This is a unique, challenging, and rewarding career and life choice that requires a high level of commitment to student success from both spouses. For consideration, both spouses must complete individual employment applications. To learn more and apply, visit
Located in Hershey, PA, Milton Hershey School (MHS) is a top-notch home and school where over 2,200 pre-K through 12th grade students from disadvantaged backgrounds are provided an extraordinary, cost-free, career-focused education. This is made possible by the generosity of Milton and Catherine Hershey, who established the school in 1909 and ensured it was fully endowed. Thanks to their foresight and generosity, the school has over 12,000 graduates and continues to expand to serve more students.MHS is hiring married couples to serve as Full-time Flex Houseparents. In this unique and life-changing career, couples reside in on-campus student homes and provide care, guidance, supervision, and support for a group of approximately 8–13 students living in the home. Flex Houseparents play a vital role in creating a structured, family-like environment that fosters students’ academic, emotional, and social development so they can reach their full potential.Responsibilities include:
Providing daily supervision and mentorship
Managing household routines and student schedules
Administering medications and ensuring student wellness
Driving students to activities, as well as planning and actively engaging in developmental and recreational activities with students
Leading daily devotions and accompanying students to Sunday Chapel
Overseeing budgeting and household reporting
Upon hire, Flex Houseparents initially support various student homes and follow a working schedule of nine consecutive days on duty, followed by three days off. On weekdays, houseparents have unscheduled time while students are in school. Flex Houseparents eventually transition into a Placed Houseparent role, where they live and work with the same group of students in their own student home.Benefits include:
Salary: $44,768.00 per person (approximately $168,000 total compensation per couple, including free housing, meals while on duty, utilities, and more)
Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings
Relocation assistance and paid training provided
Paid time off provided at designated times throughout the year
Qualifications:
Qualifications include:
Experience working or volunteering with youth
This is a two-person role for couples legally married for at least two years
Both spouses must be age 27 or older
No more than three dependent children may reside in the student home
Commitment to a smoke-free and weapon-free campus; no alcohol permitted while on duty
Pet limitations: only fish and one dog of approved breeds allowed
Valid U.S. driver’s license and ability to become certified to drive student home vans
Comfort leading students in daily devotions and accompanying them to Judeo-Christian Sunday Chapel services (proselytizing prohibited)
High school diploma or GED required
Ability to lift to 50 lbs.
Demonstrated integrity and professionalism; MHS staff serve as role models for students
This is a unique, challenging, and rewarding career and life choice that requires a high level of commitment to student success from both spouses. For consideration, both spouses must complete individual employment applications. To learn more and apply, visit
Located in Hershey, PA, Milton Hershey School (MHS) is a top-notch home and school where over 2,200 pre-K through 12th grade students from disadvantaged backgrounds are provided an extraordinary, cost-free, career-focused education. This is made possible by the generosity of Milton and Catherine Hershey, who established the school in 1909 and ensured it was fully endowed. Thanks to their foresight and generosity, the school has over 12,000 graduates and continues to expand to serve more students.MHS is hiring married couples to serve as Full-time Flex Houseparents. In this unique and life-changing career, couples reside in on-campus student homes and provide care, guidance, supervision, and support for a group of approximately 8–13 students living in the home. Flex Houseparents play a vital role in creating a structured, family-like environment that fosters students’ academic, emotional, and social development so they can reach their full potential.Responsibilities include:
Providing daily supervision and mentorship
Managing household routines and student schedules
Administering medications and ensuring student wellness
Driving students to activities, as well as planning and actively engaging in developmental and recreational activities with students
Leading daily devotions and accompanying students to Sunday Chapel
Overseeing budgeting and household reporting
Upon hire, Flex Houseparents initially support various student homes and follow a working schedule of nine consecutive days on duty, followed by three days off. On weekdays, houseparents have unscheduled time while students are in school. Flex Houseparents eventually transition into a Placed Houseparent role, where they live and work with the same group of students in their own student home.Benefits include:
Salary: $44,768.00 per person (approximately $168,000 total compensation per couple, including free housing, meals while on duty, utilities, and more)
Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings
Relocation assistance and paid training provided
Paid time off provided at designated times throughout the year
Qualifications:
Qualifications include:
Experience working or volunteering with youth
This is a two-person role for couples legally married for at least two years
Both spouses must be age 27 or older
No more than three dependent children may reside in the student home
Commitment to a smoke-free and weapon-free campus; no alcohol permitted while on duty
Pet limitations: only fish and one dog of approved breeds allowed
Valid U.S. driver’s license and ability to become certified to drive student home vans
Comfort leading students in daily devotions and accompanying them to Judeo-Christian Sunday Chapel services (proselytizing prohibited)
High school diploma or GED required
Ability to lift to 50 lbs.
Demonstrated integrity and professionalism; MHS staff serve as role models for students
This is a unique, challenging, and rewarding career and life choice that requires a high level of commitment to student success from both spouses. For consideration, both spouses must complete individual employment applications. To learn more and apply, visit
Located in Hershey, PA, Milton Hershey School (MHS) is a top-notch home and school where over 2,200 pre-K through 12th grade students from disadvantaged backgrounds are provided an extraordinary, cost-free, career-focused education. This is made possible by the generosity of Milton and Catherine Hershey, who established the school in 1909 and ensured it was fully endowed. Thanks to their foresight and generosity, the school has over 12,000 graduates and continues to expand to serve more students.MHS is hiring married couples to serve as Full-time Flex Houseparents. In this unique and life-changing career, couples reside in on-campus student homes and provide care, guidance, supervision, and support for a group of approximately 8–13 students living in the home. Flex Houseparents play a vital role in creating a structured, family-like environment that fosters students’ academic, emotional, and social development so they can reach their full potential.Responsibilities include:
Providing daily supervision and mentorship
Managing household routines and student schedules
Administering medications and ensuring student wellness
Driving students to activities, as well as planning and actively engaging in developmental and recreational activities with students
Leading daily devotions and accompanying students to Sunday Chapel
Overseeing budgeting and household reporting
Upon hire, Flex Houseparents initially support various student homes and follow a working schedule of nine consecutive days on duty, followed by three days off. On weekdays, houseparents have unscheduled time while students are in school. Flex Houseparents eventually transition into a Placed Houseparent role, where they live and work with the same group of students in their own student home.Benefits include:
Salary: $44,768.00 per person (approximately $168,000 total compensation per couple, including free housing, meals while on duty, utilities, and more)
Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings
Relocation assistance and paid training provided
Paid time off provided at designated times throughout the year
Qualifications:
Qualifications include:
Experience working or volunteering with youth
This is a two-person role for couples legally married for at least two years
Both spouses must be age 27 or older
No more than three dependent children may reside in the student home
Commitment to a smoke-free and weapon-free campus; no alcohol permitted while on duty
Pet limitations: only fish and one dog of approved breeds allowed
Valid U.S. driver’s license and ability to become certified to drive student home vans
Comfort leading students in daily devotions and accompanying them to Judeo-Christian Sunday Chapel services (proselytizing prohibited)
High school diploma or GED required
Ability to lift to 50 lbs.
Demonstrated integrity and professionalism; MHS staff serve as role models for students
This is a unique, challenging, and rewarding career and life choice that requires a high level of commitment to student success from both spouses. For consideration, both spouses must complete individual employment applications. To learn more and apply, visit
About Us
Savor is a pioneering food technology company dedicated to transforming the global oils and fats industry. We develop innovative, sustainably produced oils and flavoring systems that serve the food, personal care, and specialty ingredients markets. Our science-led approach and entrepreneurial culture attract partners who share our conviction that better ingredients make a better world.
Savors commercialization team is a small, highly value-driven, and fast-moving group, working at the intersection of strategy, partnerships, storytelling, and real-world experiences: tastings, chef collaborations, customer launches, and industry events where our product must show up flawlessly.
We care deeply about how we work, as much as what we build: thoughtful collaboration, high standards, ownership, curiosity, and respect for our products and technology — from science to hospitality.
The Role
We’re looking for a highly organized, proactive Commercial Operations & Events Manager to become the operational backbone of our commercialization team.
You will report directly to our Head of Partnerships and will also work actively with the VP of Commercialization and Brand Manager, helping turn ideas into execution — coordinating events, shipments, communications, and schedules so the team can focus on building relationships and growing the business. This position is primarily centered on events and logistics management (approximately 75%), with the remaining time dedicated to executive support functions.
This role is ideal for someone who loves making complex things run smoothly and wants meaningful exposure to strategy, partnerships, and startup execution.
No two weeks look the same: one day coordinating a partner tasting, another organizing sample logistics, preparing materials for an executive meeting, or helping bring a high-profile dinner to life.
What You’ll Do
Bring Experiences to Life
- Coordinate tastings, dinners, demos, and industry events. Note: our more involved tastings will include collaboration with a Culinary / Demo Chef.
- Manage logistics, timelines, materials, and execution details
- Help ensure every event reflects our standards for quality and storytelling
- Lead on-site setup and execution for San Francisco-based events, including the presentation of our food products
Own Samples & Logistics
- Coordinate preparation and shipment of customer samples
- Act as the communication hub between internal teams and external partners regarding samples
- Track deliveries and maintain inventories of samples and event materials
Connect Teams & Resources
- Coordinate across commercialization, marketing, and external creatives (designers, photographers, printers)
- Prepare simple print and demo materials
- Maintain organized digital files and shared assets
- Suggest improvements and build systems for effective work and collaboration & to streamline processes, e.g. using AI tools
- Coordinate pickups and deliveries tied to food production and events, ensuring smooth logistics across kitchens, partners, and internal teams
- Drive materials between San Francisco, East Bay, and San Jose when needed
Keep the Commercial Engine Running
- Coordinate meetings and follow-ups
- Support sales operations including customer communications, tracking
- Maintain organized systems for opportunities, materials, and information
- Support the commercial leadership with calendar management and scheduling, occasional travel scheduling
Who Thrives Here
You might be a great fit if you:
- Have event management and/or executive assistance experience (5+ years preferred)
- Enjoy both planning and hands-on execution
- Take pride in details others miss
- Have a creative eye for all things hospitality
- Naturally bring structure to fast-moving environments
- Communicate clearly and follow through reliably
- Have direct experience in food / hospitality
- Care about sustainability and mission-driven work
What We Value
- Ownership over rigid job boundaries
- Thoughtfulness and kindness in how we work together
- Craft and quality in execution
- Clear communication and reliability
- Building something meaningful with a small, committed team
Practical Details
- Bay Area–based role, preferred around San Francisco, CA
- Hybrid role: Work is remote most days, with one required weekly in-office collaboration day at our San Jose office. Presence is also required at events and as needed in-office, for example for sample shipments.
- Driving required between San Francisco, East Bay, and San Jose
- Occasional evening or event hours, expected 4-5 days per month
- Ability to transport event materials and product samples
Logistics
- Savor offers compensation commensurate with experience, including a base salary of $120k-$150k. Additional benefits include:
- Equity participation at a meaningful stage in Savor’s growth.
- Participation in Savor's performance bonus program, currently under development. The program is anticipated to offer a target bonus of 10–15% of base salary, tied to individual and company performance.
- Health, dental, and vision coverage.
We are an Equal Opportunity Employer - we do not discriminate in hiring, promotions, or any other way on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.
Contact with your resume/CV if you are interested in learning more about this opportunity.
A confidential, high‑growth life sciences consultancy is seeking Consultants and Senior Consultants to join its expanding Commercial Strategy team in San Francisco. This is an opportunity to shape critical commercial decisions for leading biopharma clients while developing rapidly in a supportive, high‑calibre environment.
You will contribute to and/or lead workstreams across a variety of commercial strategy projects, supporting market assessments, launch readiness, brand strategy, customer engagement, competitive intelligence, and other core commercial areas. Candidates with complementary medical affairs or market access exposure are welcome, though the role is not solely medical.
You Will:
- Execute commercial strategy projects across therapeutic areas
- Develop insights, build models, and translate findings into actionable recommendations
- Contribute to client meetings, presentations, and workshops
- Support workstream management; Senior Consultants will manage junior team members
- Shape deliverables and ensure high-quality execution
- Contribute to internal knowledge development and commercial capability building
You Bring:
- Experience in life sciences consulting, ideally within commercial strategy
- Strong analytical, structured problem-solving, and communication skills
- Ability to work collaboratively within high-performing teams
- For Senior Consultants: Workstream leadership experience and comfort guiding junior staff
- Advanced degree preferred (MBA, MSc, MPH, PhD)
Why This Role?
- Fast-growing San Francisco team with abundant development opportunities
- Work across diverse, high-impact commercial topics
- Collaborative, low‑ego culture with strong mentorship
- Exposure to senior leadership and accelerated progression
Job Title: Android Software Engineer
Location: CA- Burlingame / Hybrid ( 3 days in office )
Contract: 6+ Months, potential extension
Pay Rate: $84.26/hr, W2
Benefits: Medical, Dental, Vision and Weekly Pay
Job Summary:
As a Tech Giant, We’re building a practical neural interface drawing on the rich neuromotor signals that can be measured non-invasively with single motor neuron resolution. This technology has become one of the main pillars for interaction with the virtual and augmented world.
We are looking for developers with experience in user interfaces, infrastructure, and/or tools supporting applications across various interfaces, including desktop and Android. If you are interested in joining a world-class team of passionate people and industry veterans, we look forward to hearing from you soon!
In this role the candidate is expected to interact and align with researchers and product partners on concept creation, ensure proper integration with backend and create reusable and well-tested code
Job Responsibilities:
- Present designs, prototypes and concepts to cross functional partners and stakeholders
- Work collaboratively with Research, Engineering and other partners to execute and complete experiences
- Work on a variety of coding languages and technologies
- Implement custom user interfaces using latest programming techniques and technologies
- Develop reusable software components for interfacing with back-end platforms
Skills:
- Experience building maintainable and testable code bases, including API design and unit testing techniques
- Exposure to architectural patterns of large scale software applications
- Experience with scripting languages such as Python, Javascript or Hack
- Experience building Android applications in Java or Kotlin using Android SDK
- Experience as an owner of a particular component, feature or system
Preferred:
- Experience building complex applications for the iPhone or iPad using Objective-C/C++/Swift with the iOS SDK and other frameworks
- Experience with multithreaded programming and mobile memory management
Must Have:
- UI development across platforms (desktop + Android), including custom UI implementation with modern techniques.
- Strong software engineering fundamentals: building maintainable/testable codebases, API design, and unit testing.
- Mobile engineering (Android): Java/Kotlin + Android SDK, and ability to integrate UI with back-end platforms.
- Python knowledge
Nice to Have:
- iOS development (Objective-C/C++/Swift, iOS SDK/frameworks).
- Multithreaded programming + mobile memory management.
- Scripting language proficiency ( JavaScript / Hack) for tooling, infrastructure, or automation.
Education:
- Required: A Bachelor's degree in Computer Science or Computer Engineering.
Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.
#TMN
Now Hiring: Associate Merchandise Planner | San Francisco (Hybrid)
Join a fast-growing retail team where planning, forecasting, and inventory optimization drive exceptional customer experiences. We’re seeking an Associate Merchandise Planner to support brand planning, manage inventory flow, and partner cross-functionally to deliver business results.
Location: San Francisco (Hybrid – 2 days/week onsite; flexible July work-from-anywhere)
What You’ll Do:
• Build and manage pre-season and in-season plans to meet sales and inventory goals
• Own Open-to-Buy (OTB) forecasting, including sales, receipts, and inventory adjustments
• Collaborate with Merchants, Demand Planning, and Vendors for alignment and execution
• Analyze sales trends, promotions, and product performance to drive insights
• Support new launches and key initiatives with data-backed planning
• Optimize assortment and manage overstock/liquidation strategies
What You Bring:
• 4+ years of merchandise planning or inventory planning experience
• Strong analytical mindset with advanced Excel skills
• Ability to turn data into actionable business strategies
• Excellent communication and stakeholder management skills
• Thrives in a fast-paced, collaborative environment
This is a great opportunity to work at the intersection of merchandising, operations, and analytics while driving impactful retail decisions.
Interested candidates can share their resume and availability to connect.
Client Service Representative
Location: Novato, CA (Onsite)
Employment Type: Direct Hire
Industry: Financial Services
About the Company
Our client is a well‑established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‑term relationships. Their team supports high‑net‑worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.
Position Overview
The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.
The ideal candidate is detail‑oriented, service‑driven, and thrives in a fast‑paced, highly regulated financial services environment.
Key Responsibilities
- Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
- Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
- Assist with client onboarding, account updates, and service requests
- Coordinate electronic document processing, including e‑signatures and compliance documentation
- Support advisors and operations with scheduling, Zoom meetings, and client follow‑ups
- Collaborate with internal team members to update and process client account changes
- Handle client inquiries and concerns with professionalism, initiative, and discretion
- Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation
Qualifications & Skills
- Previous experience in client service, administrative support, or account management
- Experience in wealth management, financial services, or private client environments strongly preferred
- Proficiency with CRM systems; Redtail CRM experience highly desirable
- Strong organizational and time‑management skills with the ability to prioritize effectively
- Excellent verbal and written communication skills with a strong customer‑service mindset
- High level of professionalism, discretion, and attention to detail
- Ability to work independently while collaborating in a team‑oriented office environment
- Familiarity with financial industry compliance standards is a plus
