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Remote Working Jobs in San Ramon, CA (NOW HIRING)

TecTammina

Core Banking Product Manager

San Jose, CA · Remote

Experience working with remote teams and in a remote working environment. Excellent problem solving ability in high pressure situations. Excellent negotiation skills to resolve internal and external ...

TecTammina

Core Banking Product Manager

Fremont, CA · Remote

Experience working with remote teams and in a remote working environment. Excellent problem solving ability in high pressure situations. Excellent negotiation skills to resolve internal and external ...

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Remote Working information

What are the key skills and qualifications needed to thrive in remote working, and why are they important?

To thrive in a remote working role, strong self-discipline, time management, and proficiency in digital collaboration platforms are essential, typically supported by experience in a relevant field. Familiarity with tools such as Zoom, Slack, project management software (like Asana or Trello), and secure VPNs is often required. Excellent written communication, adaptability, and the ability to work independently are standout soft skills in this environment. These qualities enable productivity and effective team contribution regardless of location, which is critical to remote work success.

What is remote working?

A remote working job is a position that allows employees to perform their duties from a location outside of a traditional office, typically from home or another remote setting. This setup relies on digital communication tools such as email, video conferencing, and collaboration software to stay connected with teams. Remote work offers flexibility in terms of location and often working hours, depending on the employer's policies. It can be full-time, part-time, or freelance, depending on the job and industry. Many companies have adopted remote work to improve work-life balance and access global talent.

What can I expect from the team culture and communication style in fully remote roles?

In fully remote roles, team communication often relies on messaging apps, video calls, and project management platforms to keep everyone connected and aligned. You can expect a culture that values proactive updates, regular check-ins, and clear documentation to ensure transparency and accountability. Many remote teams foster a collaborative environment through virtual meetings, online social events, and shared digital spaces for informal chats. While flexibility is a key benefit, strong communication skills and self-motivation are crucial to staying engaged and contributing to team goals.

What are the most commonly searched types of Working jobs in San Ramon, CA? The most popular types of Working jobs in San Ramon, CA are:
What job categories do people searching Remote Working jobs in San Ramon, CA look for? The top searched job categories for Remote Working jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Remote Working jobs? Cities near San Ramon, CA with the most Remote Working job openings:
Remote Working jobs near you
Infographic showing various Remote Working job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution.

Client Service Operations Associate (Remote)

RIA Recruiting

Walnut Creek, CA • Remote

$80K - $100K/yr

Full-time

Retirement, PTO

Posted 15 days ago

Job description

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you'd like to join wealth management team that is dedicated to its clients and be part of a small firm that is founded on generosity and giving back, this may be a good fit for you! Find out more about us at pathwise.co.

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in Pacific and Mountain time zones.

Compensation:

  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Rewarding, Motivating Atmosphere
  • Permanently remote position

Responsibilities include:

  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • New client onboarding including account setup, data collection, and account transfers
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
  • Private equity administration including subscription agreements, wire requests, and distributing statements
  • We are a team that is always striving to improve our processes, and we ask our team to help identify areas for improvement.

Requirements:

  • 3 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Warm communication style and comfortable reaching out to clients over email and phone
  • Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time
  • Tech savvy with ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.