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63 client operations specialist jobs at 50 companies in California

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Senior Specialist, Client Operations
Los Angeles, California, United States
$59k-$124k/yr OnsiteFull Time
BNY
BNYNYSE: BNY: A global financial services platform at the heart of the world's capital markets.
4+ YOEBachelor’s degree in business, finance, or a related field and 4–7 years of professional experience. Requires analytical, problem-solving, communication, client operations, and regulatory knowledge.
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2w
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Client Specialist, Field Operations & Partner Coordination
Monterey, California, United States
$25-$32/hr FieldPart Time
Escarraga's Luxury Cleaning
Escarraga's Luxury Cleaning: Family-owned commercial, residential, and janitorial cleaning serving businesses and residents across Monterey County, California.
2+ YOERequires bilingual Spanish and English fluency, 2+ years in client management, customer success, project coordination, or field operations, a driver's license, reliable transportation, and site mobility.
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3mo
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Client Specialist
West Hollywood, California, United States
$20/hr OnsitePart Time
Barry's
Barry's: Global boutique fitness studio chain specializing in high-intensity interval training.
Provide front-desk hospitality, assist clients with bookings and purchases, operate Fuel Bar and POS, maintain studio cleanliness, and lift/move up to 50 lbs. Weekend and flexible shift availability required.
POS, telephone, computer
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2mo
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Associate, Client Onboarding Specialist
Los Angeles, California, United States
$70k-$100k/yr HybridFull Time
IEQ Capital
IEQ Capital: Independent employee-owned registered investment adviser and family office serving high-net-worth families with investment management and wealth services.
1+ YOEBachelor's degree required. 1-3 years relevant client service/onboarding/operations experience preferred. Strong communication, organization, attention to detail, Salesforce experience a plus.
Salesforce
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1mo
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Client Arrangements Specialist
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yr OnsiteFull Time
McDermott Will & Emery
McDermott Will & Emery: Global law firm advising businesses, institutions and individuals on complex commercial, tax, healthcare and private-capital matters.
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
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1w
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Client Delivery Specialist
San Francisco or Montreal or Bangalore
$80k-$120k/yr OnsiteFull Time
Hinge Health
Hinge HealthNYSE: HNGE: Public digital MSK clinic using AI, wearable technology, and clinicians to treat joint and muscle pain.
1+ YOERequires 1+ year in operations, project coordination, customer success, administration, or related work, with strong organization, accuracy, communication, and cross-functional collaboration skills.
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1w
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Bilingual Client Experience & Operations Specialist
Pleasant Hill, California, United States
$34-$36/hr OnsiteFull Time
New U Life
New U Life: Private hormone-health selling nutraceutical supplements through direct-selling distributors to wellness-focused consumers.
2+ YOERequires professional English and Mandarin fluency, 2+ years of customer service or related experience, strong systems aptitude, organization, judgment, discretion, communication, and ability to work onsite Monday through Friday.
CRM
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1w
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Client Solution Specialist - Corporate Banking
Chicago or Illinois or United States or California
$38k-$63k/yr RemoteFull Time
PNC Financial Services Group
PNC Financial Services GroupNYSE: PNC: Diversified financial services providing banking and investment solutions.
3+ YOEAssociate degree or equivalent and 3+ years of related experience or product knowledge. Comparable education, certification, and experience may substitute. Strong client service, communication, accuracy, and risk management skills required.
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1w
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Branding Operations Specialist, Monetization Product Operations
London or Los Angeles or Singapore or New York City or Dublin or Paris or Berlin or Dubai or Jakarta or Seoul or Tokyo
OnsiteFull Time
TikTok
TikTok: Short-form mobile video and social media platform.
3+ YOERequires 3+ years of ad operations, programmatic, paid social buying, or technical client service experience; campaign management, QA, reporting, troubleshooting, analytics, communication, and project management skills.
Quality Assurance (QA), IAS, DV, DCM, MOAT
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2mo
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Wealth Client Specialist - San Francisco
San Francisco, California, United States
$32-$43/hr OnsiteFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Financial institution providing personal, business, and commercial banking services.
0+ YOEBachelor's degree or HS+4yrs experience in sales/customer service/operations. Experience in wealth management/trust preferred; knowledge of trust administration; strong client service and analytical skills.
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2w
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Client Banking Specialist
El Segundo, California, United States
$70k-$76k/yr OnsiteFull Time
CBIZ
CBIZNYSE: CBZ: Professional business services provider specializing in accounting and insurance.
3+ YOERequires banking or treasury operations experience, knowledge of dual control and fraud prevention, strong documentation and reconciliation skills, Microsoft 365 and Google Workspace proficiency, and a preferred bachelor's degree.
Microsoft 365, Google Workspace
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1mo
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Client Program Specialist
Santa Clara or United States
$70k-$90k/yr HybridFull Time
Picarro
Picarro: Private environmental technology providing gas and VOC monitoring instruments and analytics to scientists, utilities, and manufacturers.
2+ YOEBachelor's degree plus 2+ years in data analysis, project coordination, or operations; strong analytical skills, advanced Microsoft Excel, documentation, communication, and ability to work independently in remote environments.
Microsoft Office, Microsoft Excel, Power BI, Tableau, ESRI, QGIS
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2mo
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Senior Client Services Specialist, Family Office
California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
Aldrich Wealth LP
Aldrich Wealth LP: Private professional-services group providing accounting, tax, advisory, wealth-management, retirement, and technology consulting to businesses and individuals.
5+ YOE5+ years client service or operations experience in wealth management supporting HNW/UHNW clients; experience with RIA custodians (Charles Schwab), account administration, alternative investment operations, CRM/portfolio systems, and Microsoft Office; strong communication and organization.
Charles Schwab Advisor Center, CRM, Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe
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1mo
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Service Client Specialist to the Managing Partner
Glendale, California, United States
$65k-$80k/yr OnsiteFull Time
New York Life Insurance
New York Life Insurance: Mutual life insurance providing insurance and investment solutions.
5+ YOE5+ years executive support or operations experience, advanced Microsoft Office skills, strong communication, judgment, process improvement ability, and FINRA pre-hire fingerprinting required.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, ChatGPT, Microsoft Co-Pilot
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2mo
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Wholesale Lending Client Services Specialist
California or Lansing
RemoteFull Time
Dart Bank
Dart Bank: Michigan community bank providing personal, commercial, mortgage, wholesale, and payment services to individuals and businesses.
2+ YOE2+ years mortgage operations/client services experience, college degree or equivalent experience, proficiency with mortgage processes, strong customer service, communication, organization, and computer skills; Encompass and TPO Connect experience preferred.
Encompass, TPO Connect
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5d
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Client Svcs Specialist II
Beverly Hills, California, United States
$18-$28/hr OnsiteFull Time
City National Bank
City National Bank: Commercial and private banking services for businesses and individuals.
2+ YOERequires 2+ years in bank branch or operations work with cash handling, 2+ years customer service and computer experience, plus banking knowledge, communication, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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2w
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Wire Client Support Specialist
Los Angeles, California, United States
$22-$29/hr OnsiteFull Time
MidFirst Bank
MidFirst Bank: Privately owned bank providing personal and commercial financial services.
3+ YOERequires 3+ years of central operations or wire room experience, customer service and communication skills, attention to detail, organizational skills, wire transfer knowledge, and Microsoft applications proficiency.
Microsoft Word, Microsoft Outlook, Microsoft Excel
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3w
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Operations Support Specialist
Temecula, California, United States
FieldFull Time
REUZEit
REUZEit: Private circular asset-management helping life-science and pharmaceutical organizations recover, refurbish, redeploy, and resell equipment.
Valid driver's license, ability to lift 50–75 lbs repeatedly, warehouse and client-site experience, basic computer/data-entry skills, strong attention to detail and professional communication.
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2mo
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Retirement Plan Operations Onboarding Specialist
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial
Benetrends Financial: Private U.S. financial services funding entrepreneurs, franchisees, startups, and small businesses.
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Microsoft Office, CRM
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2w
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Senior Specialist, Client Services Continuous Improvement
San Francisco, California, United States
$103k-$115k/yr HybridFull Time
Sephora
Sephora: Global prestige beauty retailer.
4+ YOERequires 4–6 years in project support, continuous improvement, operations, business analysis, or technical problem-solving; cross-functional technology initiatives; reporting and analysis; strong communication and root cause analysis skills.
Modern Health, Financial Finesse
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