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Jobs in Martinez%2C ca%2C united states

Last updated: 7 days ago
  • Promoted
Front Desk Associate

Front Desk Associate

Allworth FinancialWalnut Creek, CA, United States
$60,000.00–$66,000.00 yearly
Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high grow...Show moreLast updated: 7 days ago
  • Promoted
Retail Sales Positions

Retail Sales Positions

Road Runner SportsConcord, CA, United States
$23.50 hourly
Are you looking for a fulfilling retail position that combines a love of helping customers find their Perfect Fit with great perks, a strong team environment, room to grow, and competitive earning ...Show moreLast updated: 12 days ago
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Laborer - Process

Laborer - Process

ASR Group / Domino SugarCrockett, CA, United States
$23.38 hourly
ASR Group is the worlds largest refiner and marketer of cane sugar, with an annual production capacity of more than 6 million tons of sugar. The company produces a full line of grocery, industrial, ...Show moreLast updated: 8 days ago
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Remote - Online Product Tester - No experience ($25-$45 per hour)

Remote - Online Product Tester - No experience ($25-$45 per hour)

OCPAConcord, CA, US
$45.00 hourly
Remote
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
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Home Health Aide Scholarship & FT / PT Job

Home Health Aide Scholarship & FT / PT Job

myCNAjobs.comWalnut Creek, California
The Power of Worship radio is dedicated to improving access to care across America.Through our strategic partnership with myCNAjobs, we are delighted to offer scholarships to anyone interested in r...Show moreLast updated: 30+ days ago
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Direct Service Provider / Caregiver

Direct Service Provider / Caregiver

Manos Home CareAlbany, California
$19.00 hourly
Quick Apply
Want to make a difference in an individual's life? Manos is recruiting care providers who are interested in working with and caring for children and adults with developmental disabilities.Some of o...Show moreLast updated: 30+ days ago
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Remote Product Tester - $25-45 per hour

Remote Product Tester - $25-45 per hour

Online Consumer Panels AmericaWalnut Creek, California, US
$45.00 hourly
Remote
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
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Entry Level - Work From Home - Product Advisor

Entry Level - Work From Home - Product Advisor

GLLafayette, California
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
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Elementary Substitute Teacher

Elementary Substitute Teacher

Swing EducationPinole, CA, US
$25.00–$45.00 hourly
Step in for absent teachers with Swing Education.Make a real impact in classrooms! Our substitute teaching roles give you the flexibility, support, and growth opportunities you’re looking for.Bache...Show moreLast updated: 12 days ago
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Why Join the ZipRecruiter Sales Team?

Why Join the ZipRecruiter Sales Team?

ZipRecruiterSan Mateo County, CA, United States
Job Description : Competitive pay, great benefits, flexible time off, 401(k) matching…we could go on and on.Show moreLast updated: 30+ days ago
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Remote Quality Assurance Tester - $45 per hour

Remote Quality Assurance Tester - $45 per hour

Great LionWalnut Creek, California
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show moreLast updated: 30+ days ago
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Work From Home Stock & Options Trader

Work From Home Stock & Options Trader

Maverick FXMartinez, California
Maverick Trading, a 26-year old proprietary trading firm, is looking to hire experienced (5+ years) and entry-level (1+ years) equity and option traders. We are a global team, united by the common g...Show moreLast updated: 30+ days ago
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Part-Time Focus Group Participant - Food

Part-Time Focus Group Participant - Food

Disability SolutionsConcord, CA, United States
$750.00 weekly
Part-time
Now accepting applicants for Focus Group studies.Earn up to $750 per week part-time working from home.Must register to see if you qualify. No call center representative agent experience needed.Call ...Show moreLast updated: 30+ days ago
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Work From Home Appointment Setter 60k / Year

Work From Home Appointment Setter 60k / Year

Spade Recruiting USALafayette, California
Quick Apply
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day pr...Show moreLast updated: 7 days ago
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Customer-Based Communications Career Training Program

Customer-Based Communications Career Training Program

Year Up UnitedPleasant Hill, CA, United States
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and / or job placement services, and persona...Show moreLast updated: 17 days ago
Front Desk Associate

Front Desk Associate

Allworth FinancialWalnut Creek, CA, United States
7 days ago
Salary
$60,000.00–$66,000.00 yearly
Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

SUMMARY :

Our Client Service Department consistently strives for service excellence. The Front Desk Associate is a critical role serving as a front desk receptionist and general office administrator for incoming phone calls, office visits / appointments and various office needs. In addition, the Front Desk Associate also works closely with advisor partners to deliver the best client experience. Front Desk Associates are critical to the service delivery and provide a high-touch experience with our clients.

This is a full-time, non-exempt role based out of Walnut Creek, CA. This candidate will be required to be in the office all five days of the work week. The base salary range for this position is between $60,000-$66,000 per year. We also provide generous benefits to all our full-time employees.

DUTIES AND RESPONSIBILITIES :

  • Delivering exceptional service experiences with every client interaction
  • Greeting and assisting our clients and guests with service requests and appointments
  • Partners with advisor team to set and achieve high service standards
  • Managing and reviewing calendars for advisors and preparing appropriate materials for upcoming appointments
  • Ensures a seamless onboarding experience and works with clients to set a great first impression
  • Removes roadblocks for clients and focuses on ease of doing business
  • Delivers customized service with each client and demonstrates ownership for every request
  • Coordinates client appointments, processes requests received from advisors and clients
  • Answers phone calls and emails from clients; follows up on client requests
  • Submits transaction requests to processing team to ensure completion and accuracy
  • Ability to handle multiple advisors' book of business and complex service situations
  • Achieves high quality and accuracy of work
  • Understands department workflows, policies and procedures to submit requests correctly and timely
  • Identifies process improvements and partners with leaders to implement changes
  • Provides notary services for client transactions
  • Preparing and stocking refreshments for the office daily
  • Helping with snacks, beverages and meals as needed for the office staff or clients.
  • Directing incoming client phone calls to appropriate departments
  • Managing office supplies and restocking as needed
  • Receiving all deliveries and routing to the appropriate recipient
  • Preparing internal mail for routing to appropriate offices; receiving, opening and sorting daily mail; Assisting with facilities related issues and tasks as needed
  • Maintains satisfactory attendance.
  • Suggesting and embracing process improvements
  • Focusing on quality and accuracy of work
  • Consistently demonstrating Allworth's guiding principles
  • Any other duties as assigned.

QUALIFICATIONS :

  • Passion for excellent service and client satisfaction
  • Excellent verbal and written communication skills
  • Minimum 1 year of financial services industry and client service experience preferred
  • Strict attention to detail with high quality results
  • Ability to multi-task and prioritize work daily.
  • Flexibility and embraces change.
  • Strong organizational skills and ability to meet all deadlines.
  • Strong team player and approachable
  • High degree of professionalism
  • Proficient with Microsoft Office and navigation of systems.
  • BS / BA degree or equivalent work experience preferred.
  • PHYSICAL REQUIREMENTS

  • Works in an office environment
  • Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
  • Use hands, fingers to constantly operate a computer and office equipment, such as copy
  • machine and printer

  • Occasionally move about inside the office to access file cabinets, office equipment, etc...
  • May carry or lift weight up to 10 lbs. in very limited occurrences
  • BENEFITS

    We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including :

  • Medical : Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy.
  • Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
  • Option to participate in our Equity Purchase Program
  • Future growth opportunities within the company
  • In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

    Benefits are available to full-time associates who work more than 30 hours a week.

    The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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