21 client operations specialist jobs at 19 companies in Oakland, 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/yrOnsiteFull Time
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
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+ years client service/onboarding or financial services experience preferred. Strong communication, organization, attention to detail, judgment, and client-service mindset. Salesforce experience a plus.
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.
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.
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.
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
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.
Fremont Bank: Independent family-owned bank serving California consumers and businesses with retail, commercial, mortgage, and wealth services.
2+ YOERequires 2–3 years of call center experience handling escalated calls, retail banking and telemarketing experience, professional communication, problem-solving, multitasking, NMLS number, and successful operation exam completion.
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/yrHybridFull Time
AccentureNYSE: ACN: Global professional services delivering 360° value.
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)
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.
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.
Client Services Technician - Department of Aging and Adult Services - Transfer
San Jose or California
$63k-$76k/yrOnsiteFull Time
County of Santa Clara: Public county government providing healthcare, public safety, social services, infrastructure, and other services to Santa Clara County residents.
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
Check: Private payroll infrastructure helping software platforms embed payroll, payments, tax filing, and benefits for business customers.
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.
Atlanta or New York City or San Francisco or Chicago or Washington or Denver
$100k-$138k/yrOnsiteFull Time
DoorDashNYSE: DASH: Technology enabling local on-demand delivery and commerce.
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.
Los Angeles or Dallas or Culver City or San Francisco
$79k-$113k/yrHybridFull Time
Altruist: Private fintech wealth platform and self-clearing custodian providing integrated tools for independent financial advisors.
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.
Principal Consultant, Biologist/Regulatory Specialist, Power and Renewables
Walnut Creek or Sacramento
$111k-$161k/yrHybridFull Time
ERM: Global provider of sustainability and environmental consulting services.
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.
Orlando or Florida or United States or Los Angeles County or Los Angeles or San Francisco
OnsiteFull Time
KPMG US: Private U.S. professional-services partnership providing audit, tax, advisory, and consulting services to businesses and public-sector organizations.
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