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Remote Series 99 Jobs in San Ramon, CA (NOW HIRING)

Nexora Talent

Remote- Customer Experience Service

Oakland, CA · Remote

$18.25 - $25/hr

Customer Experience Service (Remote) We are seeking a detail-oriented Customer Experience Service to support clients throughout their journey. In this role, you will assist with coordinating client ...

RHS Financial

Be Seen First

Junior Financial Advisor

San Francisco, CA · Remote

$70K - $100K/yr

This is an entry-level/early career, semi remote position in the financial services industry ... Series 65 licensed * Progress toward CFP ® certification or strong interest in pursuing CFP ® ...

Aprio

Wealth Advisor

San Francisco, CA · On-site +1

$150K - $250K/yr

The series 65 license is required for the position; however, unlicensed candidates are considered ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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All JobsSeries 99 JobsRemote Series 99 JobsRemote Series 99 Jobs in San Ramon, CA

Remote Series 99 information

See San Ramon, CA salary details

$17

$30

$42

How much do remote series 99 jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for remote series 99 in San Ramon, CA is $30.93, according to ZipRecruiter salary data. Most workers in this role earn between $24.18 and $37.07 per hour, depending on experience, location, and employer.

What is a Remote Series 99 professional?

A Remote Series 99 professional is an individual who has passed the FINRA Series 99 exam and is qualified to perform the functions of an Operations Professional for a broker-dealer, but works remotely rather than in a traditional office setting. The Series 99 license allows professionals to handle a variety of back-office operations, such as trade settlement, asset transfers, and recordkeeping. Working remotely, these professionals use secure technology to manage tasks, communicate with team members, and ensure compliance with industry regulations. This role is essential for maintaining the smooth operation of financial firms, especially as remote work becomes more prevalent.

What is the difference between Remote Series 99 vs Remote Data Analyst?

AspectRemote Series 99Remote Data Analyst
Required CredentialsBachelor's in IT, Computer Science, or related fieldBachelor's in Data Science, Statistics, or related field
Work EnvironmentRemote, often in tech or software companiesRemote, in finance, healthcare, or tech sectors
Employer & Industry UsageTech firms, software companies, startupsBusiness, finance, healthcare organizations
Common Search & ComparisonYesYes

Remote Series 99 and Remote Data Analyst roles share similarities in requiring analytical skills and remote work setups. However, Remote Series 99 typically focuses on IT or software development, while Remote Data Analysts concentrate on data interpretation and reporting. Both roles are prevalent in tech-driven industries and require relevant degrees, but their core responsibilities differ, making them distinct career paths within remote work opportunities.

What are the key skills and qualifications needed to thrive as a Remote Series 99 Operations Professional, and why are they important?

To excel as a Remote Series 99 Operations Professional, you need a solid understanding of broker-dealer operations, compliance principles, and must hold the FINRA Series 99 license. Familiarity with financial software systems, regulatory reporting tools, and secure communication platforms is typically required. Attention to detail, problem-solving ability, and strong organizational skills are crucial soft skills for managing complex processes remotely. These competencies ensure accurate, compliant operations and effective teamwork in a regulated financial environment.

What are some common challenges faced by remote Series 99 Operations Professionals, and how can they be addressed?

Remote Series 99 Operations Professionals often encounter challenges such as maintaining effective communication with on-site teams and ensuring compliance with complex financial regulations from a distance. Overcoming these obstacles typically involves leveraging secure digital platforms for collaboration, maintaining regular check-ins with colleagues, and staying up-to-date on regulatory changes through continuous education. Building strong organizational habits and proactively seeking clarification on ambiguous processes can also help remote professionals excel in this role.
What are popular job titles related to Remote Series 99 jobs in San Ramon, CA? For Remote Series 99 jobs in San Ramon, CA, the most frequently searched job titles are:
What job categories do people searching Remote Series 99 jobs in San Ramon, CA look for? The top searched job categories for Remote Series 99 jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Remote Series 99 jobs? Cities near San Ramon, CA with the most Remote Series 99 job openings:
Remote Series 99 jobs near you
Infographic showing various Remote Series 99 job openings in San Ramon, CA as of July 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $64,327 per year, or $30.9 per hour.

Remote- Customer Experience Service

Nexora Talent

San Francisco, CA • Remote

$18.75 - $25.50/hr

Part-time

Posted 3 days ago

Job description

Customer Experience Service (Remote)

We are seeking a detail-oriented Customer Experience Service to support clients throughout their journey. In this role, you will assist with coordinating client requests, managing service details, and ensuring a smooth and positive experience from initial inquiry through completion.

You will work with clients who are organizing personal plans and scheduled experiences, helping them stay informed, prepared, and confident every step of the way. This position requires strong communication skills, organization, and a commitment to delivering high-quality service.

Key Responsibilities
• Respond to customer inquiries via email, phone, and messaging platforms.
• Assist clients with updates, scheduling adjustments, and general service questions.
• Provide accurate information regarding processes, timelines, and requirements.
• Coordinate and confirm service details and client arrangements.
• Maintain organized records and documentation of client interactions.
• Resolve concerns professionally, ensuring timely and effective solutions.

Benefits
• Remote position with flexible scheduling options.
• Structured onboarding and training provided.
• Supportive team environment with ongoing guidance.
• Opportunities for growth based on performance.

Qualifications
• Strong written and verbal communication skills.
• Customer service experience preferred but not required.
• High level of organization and attention to detail.
• Ability to multitask and manage time effectively.
• Comfortable using online tools and communication platforms.
• Interest in coordination, planning, or client support services.

Apply