61 client services administrator jobs at 43 companies in Albany, CA
3d
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Client Services Coordinator - Bilingual (English/Spanish)
Walnut Creek, California, United States
$28-$34/hr OnsiteFull Time
Bilingual English/Spanish communication, client or administrative support experience, strong organization and discretion, comfort with HRIS and client systems, and ability to manage priorities and travel locally.
HRIS
3w
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Client Services Associate-Mailroom
Santa Clara, California, United States
$25/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year mailroom or office services experience preferred, strong customer service, basic computer/Microsoft Office skills, ability to lift up to 40 lbs and perform mailroom tasks.
Microsoft Office
2w
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Client Services Assistant - Early Intervention
Santa Rosa or Napa County or Sonoma County or Solano County or Vacaville or California
$48k-$53k/yr HybridFull Time
3+ YOEHigh school graduation and 3 years of clerical or office administrative experience, or business school and 2 years' experience; Microsoft Word, 50 wpm typing, confidentiality, and reliable transportation required.
Microsoft Word
1d
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Client Services Technician - Department of Aging and Adult Services - Transfer
San Jose or California
$63k-$76k/yr OnsiteFull Time
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
4d
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Client Services Business Manager
Seattle or San Francisco or New York City or Los Angeles or Philadelphia or South Dakota
$140k-$175k/yr HybridFull Time
5+ YOEBachelor’s degree and 5+ years in operations, coordination, administration, or program management required. Requires Microsoft 365 proficiency, strong communication, organization, and U.S. work authorization; travel and background and credit checks required.
Microsoft 365, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint
2d
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Branch Office Administrator
San Ramon, California, United States
$31-$37/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and transaction processing while learning financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
1w
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Client Assitant
Santa Clara, California, United States
$28-$37/hr OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, excellent client service, Microsoft Office proficiency, strong communication, organization, accuracy, and analytical problem-solving; bachelor's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, X
2mo
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Client Service Coordinator
Santa Rosa, California, United States
$19-$25/hr OnsitePart Time
1+ YOECoordinate client and pet flow, promote services, educate clients, handle front desk tasks, manage appointments and payments.
Word, Excel, Access, Outlook
1w
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Client Assitant
Santa Clara, California, United States
$28-$37/hr OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, strong client service, communication, organization, analytical skills, and Microsoft Office proficiency. SIE, Series 7, and Series 66 licensures required within 18 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), PowerPoint, LinkedIn, X
2mo
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Registered Client Service Associate
San Francisco, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEAssist clients and financial teams with client service and administrative tasks; high school diploma; Series 7/66 or 63/65; 2+ years industry experience; strong MS Office skills.
Microsoft Office, Excel, Word, PowerPoint, Outlook
1w
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Branch Office Administrator - Santa Rosa, CA
Santa Rosa, California, United States
OnsiteFull Time
Requires client service, account management, administrative, operational, communication, analytical, collaboration, and computer skills, with willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
3mo
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Client Service Associate - NR
San Francisco, California, United States
$56k-$75k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years clerical/industry experience, administrative and customer-service skills, proficiency with Microsoft Office, time management and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2d
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Client Service Associate - NR
Mequon or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative and customer service skills, investment brokerage knowledge, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Service Coordinator - 001418
San Jose, California, United States
$19-$25/hr OnsiteFull Time
Provide exceptional client service, manage client/pet flow, perform administrative tasks, process transactions, educate clients about wellness plans, and multitask in a fast-paced clinic.
Workday
1mo
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Registered Client Associate
San Francisco, California, United States
$31-$46/hr OnsiteFull Time
1+ YOEFINRA Series 7 and 63 (or equivalents) required, 1+ year brokerage/client support experience, customer service and administrative skills, Microsoft Office proficiency, strong communication and prioritization skills.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint
3mo
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Registered Client Service Associate
San Francisco, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to Financial Advisors; requires Series 7 and Series 66 (or Series 63 and 65), strong Microsoft Office skills, and client-facing experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft MSOnline, eSign, eAuthorization, Zoom
4w
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Client Service Associate - San Francisco
San Francisco, California, United States
$31-$41/hr OnsiteFull Time
1+ YOE1-4 years administrative experience (financial services preferred); strong Microsoft Office and Salesforce skills; undergraduate degree desired; exceptional organization, communication, and client service skills.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Windows
1mo
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Client Experience Coordinator
San Jose, California, United States
$53k-$69k/yr OnsiteFull Time
High school/GED required; concierge-level client services and administrative support; AV/IT troubleshooting and hybrid hearing coordination; strong communication, organization, and multitasking skills.
Zoom, Creston, HDMI
1mo
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Client Service Coordinator
San Francisco, California, United States
$55k-$65k/yr OnsiteFull Time
1+ YOEBachelor's degree,1-3 years commercial real estate or hospitality experience,proficient in Microsoft Office,excellent communication and customer service skills,onsite presence required.
Microsoft Office
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.
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