7 client engagement specialist jobs at 6 companies in Perris, CA
2mo
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Client Services Specialist/Senior Client Services Specialist
Carlsbad, California, United States
$36-$46/hr HybridFull Time
3+ YOEMinimum 3 years in a similar financial services role; strong Microsoft Office skills; experience with RIA custodians and CRM; knowledge of investment advisory practices; time management and teamwork skills. Bachelor's preferred; Schwab, Salentica Engage, Tamarac experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salentica Engage, Tamarac, Charles Schwab, CRM
1w
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Specialist, Client Engagements & Sponsorships
Boston or Orange County or New York City or Santa Monica or Silicon Valley or Los Angeles or San Diego or San Francisco or Philadelphia
$80k-$110k/yr OnsiteFull Time
4+ YOEBachelor's degree and 4+ years in events or sponsorships, ideally professional services; strong organization, communication, analytical, computer, Microsoft Office, and CRM skills.
Microsoft Office, Dynamics, InterAction, CRM
1mo
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Exercise Specialist
Rancho Mirage, California, United States
$15-$25/hr OnsitePart Time
Bachelor's in exercise science or NCCA personal training certification, current CPR/AED and First Aid, exercise assessment and program design experience, Microsoft Suite competence, strong client engagement skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Exercise Specialist
Newport Beach, California, United States
$17-$18/hr OnsiteFull Time
Bachelor's in exercise science/kinesiology or NCCA personal training certification, current CPR/AED and First Aid, knowledge of exercise assessment and program design, Microsoft Suite competence, strong client engagement skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Personal Risk Specialist - CA - Irvine
Irvine, California, United States
$80k-$90k/yr OnsiteFull Time
Outside sales role focusing on high net worth clients; cross-sell insurance products; build centers of influence; meet revenue goals.
CRM, Engagement Platform
1mo
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Certified Peer Support Specialist
Pomona, California, United States
$21-$24/hr FieldFull Time
Uses lived experience to provide peer counseling, engagement, outreach, screening, documentation, HIPAA-compliant recordkeeping, and on-call/after-hours support for clients with mental health and/or substance use disorders.
4w
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Certified Peer Support Specialist - Mental Health 351
Garden Grove, California, United States
$23/hr FieldFull Time
High school diploma/GED and peer certification prior to hire; valid driver\u00027s license and vehicle insurance; willingness to transport clients; strong engagement and de-escalation skills.