4 client engagement specialist jobs at 4 companies in Poway, CA
4w
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Client Engagement Specialist (Rose Canyon), Safe Parking Program
San Diego, California, United States
$20-$21/hr OnsiteFull Time
1+ YOE1+ year related experience, strong communication, database and mobile tech skills, ability to work flexible overnight shifts including weekends/holidays, reliable transportation, ability to stand/walk and lift 20-25 lbs.
ETOi
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
2w
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Housing Specialist
San Diego, California, United States
$78k-$95k/yr OnsiteFull Time, Temporary
2+ YOEPerform client intakes and assessments, provide case management and landlord engagement, maintain compliant records, use Yardi/Salesforce/HMIS, and prepare reports; bachelor's degree preferred and 2 years housing program experience.
Yardi, Salesforce, HMIS