6 client operations specialist jobs at 6 companies in San Clemente, CA
1w
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Treasury Management Operations Specialist (Client Support)
Irvine, California, United States
$26-$33/hr OnsiteFull Time
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience, strong PC and Microsoft Office skills, and client-service, troubleshooting, organizational, and team leadership abilities; supervisory experience preferred.
Microsoft Office, Microsoft Excel, Microsoft Word
1mo
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Senior Client Services Specialist, Family Office
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
3w
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Operations Support Specialist
Temecula, California, United States
FieldFull Time
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.
1mo
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Trust Operation Specialist - Client Service
Orange, California, United States
$23-$27/hr OnsiteFull Time
2+ YOEHS diploma/GED required; 2+ years in customer success or detailed transaction role; call center experience preferred; working knowledge of trust accounting, IRAs, alternative assets; proficiency with MS Office and banking software; CISP and SDIP preferred.
Microsoft Office
2w
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Religious Client Services Spclst
Seal Beach, California, United States
$25-$38/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and 2+ years of new account and operational experience preferred. Requires English proficiency, Microsoft Office skills, customer service, telephone, critical thinking, judgment, and problem-solving abilities.
Microsoft Word, Microsoft Excel, BOSS (CRM)
2w
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Traffic Management Specialist
Ontario or Orlando
$70k-$80k/yr OnsiteFull Time
2+ YOE2+ MgmtRequires a high school diploma, valid driver's license, and 2+ years in business operations, security management, or team supervision, plus leadership, client service, emergency preparedness, and computer skills.
Microsoft Office, CCTV, access control