121 client service specialist jobs at 73 companies in Berkeley, CA
1d
Save
Mark Applied
Hide
Client Service Specialist
Santa Rosa, California, United States
$70k-$75k/yr HybridFull Time
3+ YOERequires 3+ years in the RIA industry with custodian and client-facing service experience, knowledge of back-office processes, Salesforce or similar CRM proficiency, strong organization, problem-solving, communication, and teamwork skills.
Microsoft Teams, Salesforce, Charles Schwab, Fidelity, CRM
1mo
Save
Mark Applied
Hide
Client Service Specialist
Santa Rosa, California, United States
$25-$32/hr OnsiteFull Time
Prior workers' compensation experience required, property & casualty license required, high school diploma required, proficiency with Nexsure and Microsoft Office, strong communication and organizational skills.
Nexsure, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Teams, Google, Bing
1mo
Save
Mark Applied
Hide
Treasury Client Service Support Specialist II
Saint Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
2+ YOEProvide treasury product support and client service; troubleshoot systems, review account setup for compliance, and research/resolve client treasury issues. Requires 2+ years financial institution experience and high school diploma or equivalent.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
Save
Mark Applied
Hide
Client Specialist
Mill Valley, California, United States
$28-$42/hr OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organizational, compliance, and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
Premier Client Specialist
Berkeley, California, United States
$63k-$117k/yr OnsiteFull Time
3+ YOE3+ years financial services experience preferred; required securities and insurance registrations within 120 days (SIE, Series 6,63,65; state life & health); knowledge of deposit, lending, investment and advisory products.
4w
Save
Mark Applied
Hide
Client Experience Specialist
Fremont, California, United States
$63k-$76k/yr HybridFull Time
0+ YOE0-3 years patient/physician-facing experience, strong communication and organizational skills, familiarity with clinical workflows, and prior use of Salesforce/Service Cloud, LIMS, and G Suite preferred.
Salesforce/Service Cloud, LIMS, G Suite
1w
Save
Mark Applied
Hide
Sr Client Accounts Specialist
Chicago or Austin or Dallas or Houston or Los Angeles or Minneapolis or Palo Alto or Phoenix or San Diego or San Francisco or Seattle
$37-$58/hr HybridFull Time
5+ YOEHigh school diploma or GED and five years of direct billing or client accounts experience in law or professional services, including domestic, global, and electronic billing; advanced Excel and accounting systems proficiency required.
Microsoft Excel, Elite, Aderant, eHub, Bill Blast, LEDES
4d
Save
Mark Applied
Hide
Client Relationship Specialist - San Ramon, CA
San Ramon, California, United States
$29-$48/hr OnsiteFull Time
Requires 1+ year of client-facing or customer service experience, strong attention to detail, active listening, collaboration, adaptability, coachability, and effective communication.
3w
Save
Mark Applied
Hide
Client Onboarding Specialist
Chicago or Royal Oak or New York City or San Francisco
$47k-$67k/yr HybridFull Time
2+ YOE2+ years customer success experience, bachelor\u0002s degree required, executive communication, project management, Salesforce familiarity, strong analytical and stakeholder coordination skills.
Salesforce
3d
Save
Mark Applied
Hide
Specialist, Client Engagements & Sponsorships
Boston or Orange County or New York City or Santa Monica or Silicon Valley or Los Angeles or San Diego or San Francisco or Philadelphia
$80k-$110k/yr OnsiteFull Time
4+ YOEBachelor's degree and 4+ years in events or sponsorships, ideally professional services; strong organization, communication, analytical, computer, Microsoft Office, and CRM skills.
Microsoft Office, Dynamics, InterAction, CRM
1mo
Save
Mark Applied
Hide
Senior Client Account Specialist
Austin or Boston or Chattanooga or Chicago or Dallas or Denver or Houston or Jefferson City or Kansas City or Los Angeles or Madison or Milwaukee or Minneapolis or Nashville or Oakland or Omaha or Phoenix or Providence or Springfield or Saint Louis or Washington or Multiple Locations or Virtual Office
$54k-$120k/yr HybridFull Time
5+ YOE5+ years accounting experience in professional services preferred, bachelors degree preferred, strong accounting/analytical skills, high attention to detail, Microsoft Office, ARCS Collections Software and Elite proficiency.
Microsoft Office Suite, ARCS Collections Software, Elite
2mo
Save
Mark Applied
Hide
Client & Family Support Specialist
Santa Rosa, California, United States
$25-$27/hr FieldFull Time
2+ YOEMinimum 2 years community health or social services experience; high school diploma required (Associate/Bachelor preferred); valid California driver’s license and reliable transportation; proficiency with EHR and technology; strong communication, cultural competency, and knowledge of behavioral health systems; shared lived experience prioritized.
Electronic Health Record (EHR)
1w
Save
Mark Applied
Hide
Client Contact Center Specialist
Livermore, California, United States
$26-$35/hr OnsiteFull Time
2+ YOERequires an associate degree in business or equivalent experience, 2 years in a fast-paced call center, telemarketing and retail banking sales experience, strong communication, problem-solving, multitasking, and computer skills.
Employee Stock Ownership Plan (ESOP), Flexible Spending Accounts (FSA, Dependent Care, Health Savings), 401(k), online banking, chat
3w
Save
Mark Applied
Hide
Client Specialist - Mens, Part Time - Valley Fair
Santa Clara, California, United States
$18-$25/hr OnsitePart Time
1+ YOEHigh school diploma and 1-2 years related retail or sales experience; strong communication, product knowledge, customer service, and ability to work a flexible schedule.
cash register, handheld equipment
6d
Save
Mark Applied
Hide
Temporary Client Care Specialist 2 - Phlebotomist
Oakland, California, United States
OnsiteFull Time, Temporary
Requires a valid state phlebotomy license or medical assistant diploma, with venipuncture and specimen collection skills, plus patient care, testing, documentation, registration, and appointment management abilities.
Electronic chart
3w
Save
Mark Applied
Hide
Client Support Specialist - Greater San Francisco, CA area (REMOTE)
San Francisco or Burlingame or Walnut Creek or Berkeley or Dublin or Larkspur
$44k-$80k/yr RemoteFull Time
2+ YOESeries 7 required; Series 63 required or obtainable within 90 days; 2–3 years of financial services experience; customer service, problem resolution, communication, organizational, and financial planning skills.
2mo
Save
Mark Applied
Hide
Digital Marketing & Creative Client Services Specialist
San Jose, California, United States
OnsiteFull Time
Experience in digital marketing, social media, or client-focused campaigns; proficient in Photoshop, photography, and video editing; experienced with email marketing, web banners, and digital ad placements; strong organizational skills and ability to translate analytics into insights; good communication and collaboration.
Photoshop, Video editing, Photography, Email marketing, Social media management, Web banners
Explore Jobs
Expand Your Job Search
Top Cities Near Berkeley for Client Service Specialist
- Client Service Specialist jobs in San Jose, CA
- Client Service Specialist jobs in San Francisco, CA
- Client Service Specialist jobs in Oakland, CA
- Client Service Specialist jobs in Fremont, CA
- Client Service Specialist jobs in Santa Rosa, CA
- Client Service Specialist jobs in Hayward, CA
- Client Service Specialist jobs in Sunnyvale, CA
- Client Service Specialist jobs in Concord, CA
- Client Service Specialist jobs in Santa Clara, CA
- Client Service Specialist jobs in Vallejo, CA
- Client Service Specialist jobs in Fairfield, CA
- Client Service Specialist jobs in Antioch, CA
- Client Service Specialist jobs in Richmond, CA
- Client Service Specialist jobs in Daly City, CA
- Client Service Specialist jobs in San Mateo, CA
- Client Service Specialist jobs in Vacaville, CA
- Client Service Specialist jobs in San Leandro, CA
- Client Service Specialist jobs in Livermore, CA
- Client Service Specialist jobs in Tracy, CA
- Client Service Specialist jobs in Redwood City, CA