1,566 client service jobs at 569 companies in San Jose, CA
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Client Service Representative
Los Gatos, California, United States
$20-$23/hrOnsiteFull Time
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide client-facing customer service, answer phones, schedule and confirm appointments, process payments, manage medical records, educate clients on basic pet care, and maintain facility cleanliness.
VetnCare: Provides professional medical and surgical services for companion animals.
Providing front-desk customer service for a veterinary clinic: greeting clients, scheduling, recordkeeping, billing, and coordinating with clinical staff.
Wealthspire: Provides integrated wealth management and financial advisory services.
10+ YOE5+ Mgmt10+ years in financial services with client service operations expertise, 5+ years people management, expert custodial and CRM proficiency, project and strategic initiative experience, bachelor's degree or equivalent.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Experience in the veterinary field or strong customer service background; duties include greeting clients, answering phones, scheduling appointments, processing payments, recommending products/services, managing medical records, and facility maintenance.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEOne year of related experience required; customer service preferred. High school diploma or equivalent preferred. Requires fluent English, computer skills, multitasking, client service, and ability to lift up to 50 pounds.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Central Veterinary Hospital: General, emergency, and specialty veterinary care for family pets.
1+ YOEHigh school diploma or equivalent, 1–2 years of customer service or client-focused experience, communication skills, teamwork, and comfort working around cats and dogs.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Fluent English and strong communication, client service, multitasking, organizational, problem-solving, priority-setting, and time-management skills; ability to follow instructions and provide directions.
AonNYSE: AON: Global professional services firm providing risk and people solutions.
10+ YOE5+ Mgmt10+ years in financial services with client service operations expertise, 5+ years people management, expert knowledge of Schwab/Fidelity/Pershing, Salesforce/CRM proficiency, project management and data-driven operational leadership, bachelor's degree or equivalent.
Schwab, Fidelity, Pershing, Salesforce, CRM systems
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree and 3+ years of client service or claims management experience, or high school diploma/GED and 8+ years; property and casualty insurance license and Microsoft Office proficiency required.
GoodVets: Operates a network of partner-owned, modern veterinary hospitals.
Front-desk client service role requiring strong communication, evening/weekend availability, phone/appointment/payment handling, familiarity with Windows and practice management software; vet/medical front-desk experience preferred.
Gentle Care Veterinary Hospital: Animal hospital providing primary, surgical, and emergency veterinary services.
1+ YOE1+ year customer service experience and preferably 1 year in veterinary or medical practice; computer proficiency including Microsoft Office; ability to multitask, triage calls, handle payments, and communicate with clients.
2+ YOERequires 2–3 years in financial services, a BS/BA degree or equivalent experience, strong Microsoft Office skills, client communication, analytical, organizational, and time-management abilities; Series 65 required within one year.
Microsoft Office, Schwab Institutional, Fidelity Investments, Black Diamond, Orion, Salesforce, CRM
CIBCToronto Stock Exchange: CM: Provides personal, commercial, and investment banking and wealth management.
5+ YOEBachelor's degree required, 5+ years financial industry client service experience, investment and trust knowledge preferred, strong communication, organization, and problem-solving skills, proficiency with Microsoft Word/PowerPoint/Outlook/Excel; Schwab/Fidelity experience preferred.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel, MS Office, Schwab, Fidelity
2+ YOEBachelor's degree required, Series 65 (or obtain within 6 months), 2+ years client service experience in financial services, strong attention to detail, communication, and discretion.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3+ YOE3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce