20 client operations specialist jobs at 18 companies in Fairfax, CA
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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
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
2d
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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.
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)
1d
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BIC Facility Operations Specialist - CA
Santa Rosa, California, United States
$25-$28/hr OnsiteFull Time
Requires mechanical aptitude with machinery, maintenance, tools, or commercial equipment; knowledge of sanitation and safety; client communication skills; and ability to lift 40 lbs and work in active food-processing environments.
5S, Kaizen
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
2mo
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Senior Cash Management Specialist (FSI)
Toronto or New York City or Charlotte or Seattle or San Francisco or Canada
HybridFull Time, Contract
12+ YOE12+ years client-facing cash/treasury experience at a major Canadian bank, deep knowledge of Canadian cash management products, client onboarding and implementation experience, strong stakeholder management and communication skills.
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
2d
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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.
2mo
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Specialist Specialist - FT $27/hr
San Francisco, California, United States
$27/hr OnsiteFull Time
High school diploma/GED, state guard certification and client certifications, professional interpersonal skills, adherence to uniform/grooming standards. Private Patrol Operator and Private Investigator credentials noted.
1w
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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
1w
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Principal Consultant, Biologist/Regulatory Specialist, Power and Renewables
Walnut Creek or Sacramento
$111k-$161k/yr HybridFull Time
6+ YOEBS/MS in biology, environmental science, or related field; 6+ years of consulting experience; California energy-market expertise; CEQA/NEPA, permitting, client, leadership, and mentoring experience.
CEQA, NEPA, EIRs
1d
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Senior Specialist, POD Lead (AML)
Orlando or Florida or United States or Los Angeles County or Los Angeles or San Francisco
OnsiteFull Time
3+ YOE3+ MgmtRequires a bachelor's degree, 3+ years supporting client engagements, 3+ years supervising delivery teams, AML operations expertise, Microsoft Office proficiency, communication, analytical, and project management skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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SALES ASSISTANT
San Francisco, California, United States
$24-$26/hr OnsiteFull Time
Provide high-quality client service, support wardrobe specialist, operate POS, use Word/Excel/Outlook, lift up to 40 lbs, work varied hours including nights and weekends.
Word, Microsoft Excel, Microsoft Outlook, POS
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