24 client operations specialist jobs at 21 companies in Danville, CA
4w
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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
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
6h
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Client Delivery Specialist
San Francisco or Montreal or Bangalore
$80k-$120k/yr OnsiteFull Time
1+ YOERequires 1+ year in operations, project coordination, customer success, administration, or related work, with strong organization, accuracy, communication, and cross-functional collaboration skills.
1mo
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Associate, Client Onboarding Specialist
Foster City, California, United States
$70k-$100k/yr HybridFull Time
1+ YOEBachelor's degree required; 1+ years client service/onboarding or financial services experience preferred. Strong communication, organization, attention to detail, judgment, and client-service mindset. Salesforce experience a plus.
Salesforce
3d
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Bilingual Client Experience & Operations Specialist
Pleasant Hill, California, United States
$34-$36/hr OnsiteFull Time
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
2mo
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Wealth Client Specialist - San Francisco
San Francisco, California, United States
$32-$43/hr OnsiteFull Time
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.
1mo
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Client Program Specialist
Santa Clara or United States
$70k-$90k/yr HybridFull Time
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
1w
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Senior Specialist, Client Services Continuous Improvement
San Francisco, California, United States
$103k-$115k/yr HybridFull Time
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
2w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
1mo
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Treasury Management Operations Specialist
San Jose, California, United States
$70k-$95k/yr HybridFull Time
2+ YOESupport and service treasury management products; investigate and resolve client inquiries; assist onboarding; reconcile reports; knowledge of ACH, wires, positive pay, RDC, and banking regulations.
Microsoft Office, FIS (Horizon), Q2 Online Banking, Fedline Advantage
1w
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Senior Specialist, Client Services Continuous Improvement
San Francisco, California, United States
$103k-$115k/yr HybridFull Time
4+ YOERequires 4–6 years in project support, continuous improvement, operations, business analysis, or technical problem solving, plus cross-functional technology initiative, reporting, analytical, communication, and project management skills.
FSA, HSA, Modern Health, Financial Finesse
1w
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Senior Specialist, Client Services Continuous Improvement
San Francisco, California, United States
$103k-$115k/yr HybridFull Time
4+ YOERequires 4–6 years in project support, continuous improvement, operations, business analysis, or technical problem solving, plus cross-functional initiative, reporting, analytical, project management, and communication skills.
FSA, HSA, Modern Health, Financial Finesse
3w
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Client Training and Adoption Specialist
Royal Oak or Chicago or San Francisco
$23-$33/hr OnsiteFull Time
2+ YOE2+ years restaurant operations or implementation experience; 1+ year SpotOn POS experience; 1+ year delivering training; strong communication, presentation, and organizational skills; HS diploma required, bachelor's preferred.
Zoom, Microsoft Teams, WebEx, SpotOn POS
1d
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Client Services Technician - Department of Aging and Adult Services - Transfer
San Jose or California
$63k-$76k/yr OnsiteFull Time
0.5+ YOERequires six months equivalent Office Specialist III experience in social services with extensive public contact, clerical skills, computer operation, data entry, customer service, and confidentiality.
computer, calculator, mailing machine, fax, postage metering machine, personal computer
7h
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Partner Support Specialist, Corrections
United States or New York City or San Francisco
$83k-$108k/yr RemoteFull Time
3+ YOE3–4 years in payroll operations, payroll tax, tax compliance, or client-facing payroll technology support; experience with corrections, reconciliations, amended filings, multi-jurisdiction tax, advanced spreadsheets, and case systems preferred.
SQL, Zendesk, AI
3mo
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Security Specialist - Part Time
Sunnyvale, California, United States
$20/hr OnsitePart Time
High school diploma or GED; Guard Certification and client certifications; strong interpersonal skills; professional appearance.
1w
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CATERING SPECIALIST
Redwood City, California, United States
$21-$24/hr OnsiteFull Time
Seeking a personable, hospitable team member who enjoys helping guests, building sales, connecting with clients, and leading catering operations.
2w
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Senior Specialist, Partner Integrations
Atlanta or New York City or San Francisco or Chicago or Washington or Denver
$100k-$138k/yr OnsiteFull Time
3+ YOERequires 3+ years in technical consulting, solutions engineering, technical account management, or similar roles; SQL, AI, data analysis, APIs, integrations, client relationship, communication, and cross-functional skills.
SQL, AI, APIs
3d
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Claims Specialist - Victim/Witness I (8129)
San Francisco, California, United States
$89k-$108k/yr OnsiteFull Time
1+ YOERequires 1+ year in social services, case management, or insurance. Strong communication, customer service, documentation, analytical skills, confidentiality, and crisis-client experience required; bachelor's education preferred.
2w
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Advisor Onboarding Specialist
Los Angeles or Dallas or Culver City or San Francisco
$79k-$113k/yr HybridFull Time
4+ YOERequires 4+ years in implementation, onboarding, transitions, or client-facing operations; Series 7 and 63 licenses; wealth management knowledge; project management, communication, organization, and cross-functional leadership skills.
Salesforce, Google Workspace, Microsoft Excel
1mo
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Retirement Implementation Specialist
San Francisco or Denver or New York City or United States
HybridFull Time
4+ YOE4+ years work experience with 3+ years in client-facing implementation/account management/onboarding; strong analytical and communication skills; experience with SaaS/operations/finance and retirement plans preferred; proficiency with Salesforce and Calendly.
Salesforce, Calendly
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