Private Client Advisor - Agribusiness - Wealth Management Group

Global Elite Careers seeks a Remote Client Services Associate to support clients from Sacramento, California. This position operates fully from home and plays a key part in day-to-day client interactions. Role overview The associate responds to client inquiries, addresses concerns, and ensures each interaction is handled with care. Consistency and attention to detail help maintain smooth communication and positive experiences for every client. What you will do Respond to client questions and requests in a timely manner Resolve concerns with professionalism and accuracy Foster strong relationships through attentive service Support the team’s goals by providing reliable assistance Location This is a remote position based in Sacramento, California.

A. O. Garcia Agency is hiring a Remote Client Services Associate based in Sacramento, California. This role centers on supporting clients and helping address their needs through clear communication and attentive service. Role overview The Client Services Associate manages client inquiries, facilitates communication between clients and the agency, and works to ensure each client’s satisfaction. This position operates remotely, allowing for flexibility while maintaining a strong connection with the team and clients. Key responsibilities Respond to client questions and requests promptly Coordinate communication between clients and internal teams Support clients by providing information and solutions tailored to their needs Help maintain positive client relationships What we look for Strong interest in customer service Clear and professional communication skills Ability to manage multiple client requests Comfort working remotely

Allworth Financial (www.allworthfinancial.com) is a premier independent investment advisory firm dedicated to empowering clients through strategic retirement planning, investment advising, and comprehensive 401(k) management. Our direct approach to financial planning ensures that clients receive tailored advice that aligns with their long-term and short-term financial objectives.Founded in Sacramento, California in 1993, Allworth Financial has evolved into a high-growth, private equity-backed, multi-branch Registered Investment Advisor. As a fee-based, employee-centric fiduciary advisory firm, we prioritize client well-being and education. Our firm is multi-billion dollar in size and is poised for continued expansion through strategic acquisitions and robust organic growth. Recognized as one of America’s most desirable workplaces, Allworth Financial was honored with the prestigious “Circle of Excellence” award by the National Business Research Institute in 2021, reflecting our commitment to employee and client satisfaction. Additionally, we are proud to be recognized as one of Barron’s Top 40 RIAs in 2024.SUMMARY:We are seeking a dedicated Client Support Service Associate to join our Service Team, where excellence in client care is our top priority. This full-time, on-site position in our Sacramento office entails providing exceptional administrative support to our financial advisory team, ensuring a seamless experience for our clients. Responsibilities include addressing day-to-day client requests, processing transactions, managing inquiries, and overseeing account-related documentation. The ideal candidate will collaborate closely with senior team members to uphold our high standards of service and contribute to the efficient operation of client services.This position offers a competitive base salary ranging from $60,000 to $70,000, with an opportunity for annual performance-based bonuses.

The A. O. Garcia Agency is hiring a Remote Client Benefits Representative based in Sacramento, California. This position centers on guiding clients through their benefits and making sure they access the services they need. Role overview Client Benefits Representatives serve as the main point of contact for questions about benefits. The job involves explaining options, answering inquiries, and supporting clients as they make important decisions about their coverage. Work environment This is a remote role, so all work is completed from home. The position emphasizes teamwork, with regular collaboration and communication among colleagues. What you will do Assist clients in understanding their benefits Respond to questions and provide clear information Support clients in accessing the services they need

Global Elite Careers seeks a Client Benefits Representative to join the team remotely from Sacramento, California. This role centers on helping clients understand and access their benefits, ensuring they receive clear and timely support. Main responsibilities Communicate directly with clients to explain available benefits Answer questions and provide accurate information about benefit options Address and help resolve any concerns clients may have regarding their benefits Remote work details This position is fully remote, but applicants must be based in Sacramento, California.

Join our dynamic team at dev2 as a Tax Associate, working from the comfort of your home. We are seeking a detail-oriented professional with a minimum of 2 years of paid tax experience to assist our clients with their tax needs. In this role, you will be responsible for preparing and reviewing tax returns, ensuring compliance with federal and state regulations, and providing exceptional service to our clients.

Join our dynamic team as a Tax Associate in a fully remote capacity! We are seeking a detail-oriented professional with a passion for tax compliance and a proven track record in the industry. If you have 2+ years of paid tax experience, this is your chance to further your career in a supportive and innovative environment.

With a legacy spanning over 130 years, Banner Bank is built on timeless values that prioritize listening, learning, and assisting both businesses and individuals in achieving their financial aspirations. Our robust financial stability has earned us recognition by Forbes as one of the 'Best 100 Banks in America' for the last eight consecutive years, while Newsweek has honored us as one of the 'Most Trustworthy Companies' for four years running.Managing over $15 billion in assets and operating across more than 150 locations in Washington, Oregon, Idaho, and California, we recognize our pivotal role in the economy. We not only provide essential capital to personal banking clients and businesses of all sizes but also emphasize community involvement, contributing millions to local organizations annually.As a Client Relationship Consultant, you will embody the welcoming spirit of our branch and act as a trusted advisor for our clients. Your role is crucial in helping individuals confidently navigate their financial journeys while fostering strong, meaningful relationships with our bank. Each interaction is an opportunity to create a positive experience and leave a lasting impact.

Join our dynamic team at dev2 as a Tax Associate, where you will play a pivotal role in delivering exceptional tax services remotely. We are looking for a detail-oriented professional with over 2 years of paid tax experience who is eager to contribute to our clients’ financial success.Your responsibilities will include preparing tax returns, ensuring compliance with tax regulations, and providing strategic tax planning advice. Embrace the flexibility of a remote work environment while collaborating with industry experts to enhance your skills and career growth.

Role overview The Resettlement Associate at wr plays a hands-on role with individuals and families as they navigate the resettlement process in Sacramento, CA. The position centers on supporting newcomers, offering practical help and guidance as they adjust to their new environment. Key responsibilities Assist clients with day-to-day resettlement tasks and help address urgent needs as they arise. Provide information and guidance to help newcomers adapt to the Sacramento community. Coordinate with community organizations and government agencies to arrange needed services. Work to ensure each client receives thorough and consistent support throughout their resettlement experience. Collaboration This position requires regular teamwork with both colleagues and external partners, including local agencies and community groups, to deliver effective support for those resettling in the area.

Join our team as an Xfinity Sales Associate!In this dynamic role, you will:Engage with customers within a designated residential territory to promote and sell our extensive range of services, including video, high-speed Internet, phone, and XFINITY home services.Build strong relationships with customers through effective communication and rapport development.Thoroughly explain our products and services, providing tailored recommendations to meet customer needs.Proactively seek new customer opportunities while enhancing the services of existing customers.

As a Field Service Engineer II, you will engage directly with customers on-site to tailor methods and processes that effectively incorporate Intelligrated products into their operations. Your role will encompass the installation, commissioning, troubleshooting, repair, and moderate PLC program modifications of material handling equipment. You will also conduct preventative maintenance, train customer personnel, and perform system audits, alongside installations of various retrofits. Additionally, you'll be responsible for handling both planned and emergency service calls, addressing mechanical, electrical, and system control issues while assisting with equipment installations and subcontractor management.Key responsibilities include:Executing planned and emergency service calls, equipment rebuilds, system audits, and preventive maintenance contracts.Preparing tools and reviewing technical drawings for service calls.Documenting service, expenses, preventive maintenance, and system audits.Researching part numbers and service information prior to and during service calls.Managing parts orders for retrofits and rebuild projects.Effectively communicating with customers regarding system-related issues.Preparing for services by reviewing Statements of Work (SOWs), budgets, and manpower requirements.Reviewing service reports with customers.Updating incident retrieval dashboards.Conducting system walk-downs or walk-throughs.Assisting in the training of customer maintenance staff.Completing warranty request forms.Leading and conducting rebuilds on field equipment.Diagnosing mechanical and control programming issues.Collaborating with Engineering and Parts teams to resolve field issues and work on system projects.Engaging with fellow Customer Service Engineers, management, and engineering to find solutions to challenges.Supporting Technical Support with mechanical-related inquiries.Promoting upgrades and new products to enhance customer efficiency.Training other Customer Service Engineers in the field.Performing other related duties as assigned.Note that this role may require up to 90% overnight travel within the United States and internationally.The physical demands of this position are representative of those necessary to successfully perform the essential functions of the job. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.

Join our dynamic team at dev2 as a Sales Associate! In this exciting role, you will be responsible for engaging with customers, understanding their needs, and providing tailored solutions to enhance their experience. Your ability to establish strong relationships will drive sales and contribute to our company's growth. If you are a motivated individual with a passion for customer service and sales, we want to hear from you!

Pay range: $20.00 + DOEJoin Ewing Irrigation as a Customer Delivery Associate, where you will play a vital role in providing exceptional customer service and ensuring timely product delivery. You will serve as a professional representative of our company, fostering customer satisfaction while contributing to the store’s profitability. Candidates who possess strong communication skills and a welcoming demeanor will excel in this position. You will assist in identifying customer needs, answering inquiries about our products and services, and recommending suitable solutions. A positive attitude and a commitment to resolving customer concerns swiftly are essential for success in this role. Ultimately, your efforts will ensure customers leave satisfied and eager to return.

As a Channel Manager at AireSpring, you will play a pivotal role in driving new business opportunities through trusted advisors and strategic partnerships. This full-time, remote position requires a dynamic individual who can leverage AireSpring's extensive portfolio of services to establish a consistent revenue stream.About AireSpringAireSpring is renowned for its unique 100% channel-only model and is celebrated for its award-winning customer service. With over two decades of experience, we have built a robust technology platform that seamlessly integrates automation with expert live support across 190 countries, working with thousands of carriers and ISPs.We offer a simplified experience to our partners—one partner, one invoice, and one point of contact—enabling enterprises to manage complexity and scale effortlessly.Reasons Partners Choose AireSpring:• 100% channel-focused with no direct sales force.• Global connectivity across 190 countries under a single contract.• Extensive product offerings, including Managed Connectivity, SD-WAN/SASE, and more.• Innovative automation tools combined with real-time support from Tier-3 engineers.• Complimentary solution evaluations from certified Solutions Engineers.• Competitive partner margins and incentives that lead the industry.• Exceptional service reliability and assurance with advanced quoting and project management capabilities.

Work from Home as a Customer Service Representative - Data Entry Specialist!Join our team at USA Survey Job, where we are actively seeking motivated individuals nationwide to engage in online surveys and data entry tasks. This is an excellent opportunity to earn additional income from the comfort of your home while enjoying the flexibility of creating your own work schedule.As a member of our team, your responsibilities will include data entry, responding to emails, conducting surveys, and participating in various online projects. This remote position is not only rewarding but also allows you to play a crucial role in shaping market trends and influencing the development of new products.By participating in our surveys, you may even get early access to products and have the chance to test them before they hit the shelves. Your insights will assist companies in gathering valuable data to forecast trends and make informed business decisions.- Earn money by sharing your opinions through polls- Choose from multiple payment options, including PayPal, direct checks, or virtual gift card codes- Flexible part-time work arrangementAPPLY NOW: https://5o6x7a.ttrk.io/5dd72739dad446000198e428Application Instructions:If you are a self-driven individual who enjoys working independently from home and possesses skills in email customer service, data entry, and product reviews, we would love to hear from you!We welcome applicants from diverse backgrounds, including data entry, telemarketing, customer service, sales, clerical, administrative assistance, and more!APPLY NOW: https://5o6x7a.ttrk.io/5dd72739dad446000198e428

Apex Focus Group collaborates with various research organizations, academic institutions, and brands to obtain authentic consumer insights. We provide individuals with the opportunity to engage in flexible remote work-from-home research roles that contribute to the development of products, services, and user experiences.Role OverviewWe are excited to invite individuals from diverse backgrounds, particularly those interested in customer service representative positions, to express their interest in participating in upcoming consumer market research studies. These studies may involve online interviews, product evaluations, or feedback sessions, primarily conducted remotely.This casual, project-based role is ideal for those looking to participate part-time in research activities based on their availability and profile compatibility.

Global Elite Careers seeks a Part-Time Benefits Services Representative for a remote role based in Sacramento, California. This position focuses on assisting clients with their benefits questions and helping members understand their coverage. Key responsibilities Answer client questions about benefits plans and coverage details Provide timely, courteous customer service Guide members through their benefits and help resolve any issues Who will succeed Communicators who enjoy supporting others Those seeking flexible, meaningful part-time work People who value maintaining a healthy work-life balance This remote position offers the ability to make a difference for members while working from home. Candidates who bring empathy and clarity to each conversation are welcome to apply.

Join us in creating unforgettable experiences for fellow pop culture enthusiasts! At BoxLunch, we're seeking a passionate Sales Associate to embody our mission of blending fandom with philanthropy. You'll play a crucial role in delivering exceptional customer service, helping fans discover the merchandise they adore. Your responsibilities will include sharing your extensive knowledge of pop culture, restocking and organizing our unique products, and curating an inviting store atmosphere—all while ensuring every customer leaves with a smile.