Customer Service Jobs & Positions in Richmond, California

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Relationship Banker - Marin Area

Consumer & Small Business

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 5% of the time

Date   Posted 02/27/2026

Location   Multiple Locations

Registered Wealth Management Client Associate

Merrill Wealth Management

Credit & Lending; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 5% of the time

Date   Posted 03/04/2026

Location   Mill Valley, CA

Financial Solutions Advisor- East Blithedale Financial Center

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 02/13/2026

Location   Mill Valley, CA

Relationship Banker - San Francisco Financial District

Consumer & Small Business

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 5% of the time

Date   Posted 03/04/2026

Location   Multiple Locations

Financial Solutions Advisor - Stonestown Financial Center

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 03/02/2026

Location   San Francisco, CA

Wealth Strategist

Merrill Wealth Management

Product Strategy & Development

1st shift

Travel: Yes, 25% of the time

Date   Posted 02/19/2026

Location   San Francisco, CA

Private Wealth Client Associate

Merrill Wealth Management

Credit & Lending; Relationship Management, Business Development & Sales

1st shift

Travel: No

Date   Posted 02/18/2026

Location   San Francisco, CA

Registered Private Wealth Client Associate

Merrill Wealth Management

Credit & Lending; Relationship Management, Business Development & Sales

1st shift

Travel: No

Date   Posted 02/18/2026

Location   San Francisco, CA

Financial Solutions Advisor- Peninsula Area

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 02/09/2026

Location   Multiple Locations

Financial Solutions Advisor- San Francisco Area

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 02/09/2026

Location   Multiple Locations

Financial Solutions Advisor - Chestnut Street FC

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 02/05/2026

Location   San Francisco, CA

Relationship Banker - Diablo Market

Consumer & Small Business

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 5% of the time

Date   Posted 02/27/2026

Location   Multiple Locations

Relationship Banker - Diablo Market

Consumer & Small Business

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 5% of the time

Date   Posted 10/29/2025

Location   Multiple Locations

Relationship Banker - Oakland Area

Consumer & Small Business

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 5% of the time

Date   Posted 02/26/2026

Location   Multiple Locations

Relationship Manager - EGP (FP)

Merrill Wealth Management

Credit & Lending; Relationship Management, Business Development & Sales

1st shift

Travel: No

Date   Posted 03/03/2026

Location   Walnut Creek, CA

Advisor Development Program Client Associate

Merrill Wealth Management

Credit & Lending; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 5% of the time

Date   Posted 02/26/2026

Location   Walnut Creek, CA

Business Solutions Advisor - Greater East Bay Region, CA

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: No

Date   Posted 02/25/2026

Location   Multiple Locations

Wealth Management Client Associate

Merrill Wealth Management

Credit & Lending; Relationship Management, Business Development & Sales

1st shift

Travel: No

Date   Posted 12/11/2025

Location   Walnut Creek, CA

Financial Solutions Advisor - Fairfield/Concord Area

Mktg Digital & Specialized Cons Client Solns

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 10% of the time

Date   Posted 02/19/2026

Location   Multiple Locations

Relationship Banker - East Bay South

Consumer & Small Business

Investment & Trading; Relationship Management, Business Development & Sales

1st shift

Travel: Yes, 5% of the time

Date   Posted 03/02/2026

Location   Multiple Locations