19 client services administrator jobs at 15 companies in Alpine, CA
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Senior Client Services Representative
San Diego, California, United States
$25-$32/hrHybridFull Time
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
Supports registered representatives with client paperwork, transactions, scheduling, client outreach, and practice support. Requires high school diploma/GED, some licensing (e.g., Series 6/7/63/65/66 or Life/Accident & Health), administrative/customer service experience, and Microsoft Office proficiency.
AdviceWorks, SmartWorks, Redtail, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
HologicNASDAQ: HOLX: Develops medical technology for women's healthcare and diagnostics.
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide professional client service, manage client and pet flow, perform administrative and financial tasks, educate clients about wellness plans and services, strong communication and organizational skills required.
Part Time Branch Office Administrator - Oceanside, CA
Oceanside, California, United States
OnsitePart Time
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service, manage account administration, perform administrative and operational support for financial advisors, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
San Diego or Zurich or China or Uruguay or United Kingdom or Jersey or Monaco or Rockville or Los Angeles or Mountain View or Wexford or Amsterdam or Europe
$65k-$85k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOESeries 7 and 66 licenses, ideally 2+ years client service experience in finance; strong communication, attention to detail, proactive teamwork, and proficiency in Microsoft Office Suite.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
1+ YOEProvide support for client administrators and managers on property & casualty accounts; bachelor’s degree or 1–2 years P&C experience required; maintain California Fire & Casualty Solicitors license; pursue AAI/AINS/INS designations; proficient with ImageRight, Sagitta, and Microsoft Office.
ImageRight, Sagitta, Microsoft Word, Microsoft Excel, Microsoft Outlook, iPad
1+ YOEProvide client service and administrative support in a financial services office; willing to obtain FINRA registrations; bachelor’s preferred; 1–2 years financial services experience beneficial; strong MS Office skills and confidentiality.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Global TekMed Holdings: Provides veteran-focused client support and technology-enabled services.
1+ YOE1+ year of experience in customer service or administrative support; proficient in Microsoft Office; strong communication and organization skills; familiarity with CRM software; ability to multitask in fast-paced environment.
SUPPORT SERVICES COORDINATOR (FULL TIME) (San Diego, CA, US, 92121)
San Diego, California, United States
$23-$24/hrOnsiteFull Time
Compass GroupLondon Stock Exchange: CPG: Provides contract food and support services globally.
1+ YOECoordinate regional office and client support tasks including presentations, meetings, expense processing, directories, payroll support (MAP), reporting, and basic problem solving; HS/GED preferred and 1-3 years related experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, MAP Manager Access to Personnel
Goldbook Financial: Provides wealth management, insurance, and financial planning services.
Front-desk administrative support including greeting clients, answering phones, managing office supplies, Microsoft Office proficiency, strong communication and customer-service skills; associate degree and 2+ years experience preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Revelyst: Designs and manufactures performance gear and precision outdoor technologies.
2+ YOE2+ years front desk/hospitality or client services experience; golf knowledge preferred; proficiency with Microsoft Office and comfort learning CRM/scheduling tools; excellent verbal and written communication and hospitality skills.
Telecare: Operates behavioral health programs and psychiatric treatment facilities.
Current LVN/LPT license, CPR/BLS/First Aid/CPI and PPD, willingness to drive, and ability to provide medication administration and direct client care in behavioral health settings.
Dental/Surgical Registered Veterinary Technician - Rancho Village Veterinary Hospital
La Mesa, California, United States
$26/hrOnsiteFull Time
PetVet Care Centers: Operates a network of veterinary hospitals providing comprehensive animal care.
1+ YOE1–2 years as a licensed RVT with dental and surgical experience, ability to restrain animals, sample collection and medication administration, client communication, record keeping, Microsoft Word proficiency, and cash/phone handling.
Fort Mill or Charlotte or New York City or Cleveland or San Diego or Austin or Tempe
$68k-$113k/yrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ YOEBachelor's degree, 5+ years trustee services experience in a trust company or investment industry, experience with high-net-worth clients, strong communication, pipeline management, and trust administration skills; CTFA/CFP/ChFC preferred.
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
1+ YOERVT in good standing required; VTS credentials welcomed. Minimum 1 year vet technician experience. Strong skills in venipuncture, IV placement, drug calculations, medication administration, patient monitoring, surgical prep, and client education. Ability to lift up to 50 lbs.
HealthRIGHT 360: Provide integrated medical and behavioral healthcare for people in need.
1+ YOEProvide individual and group substance use counseling in a residential setting; maintain documentation, assist with medication administration, crisis intervention, and link clients to resources. Requires high school diploma, SUD counselor registration, CPR/First Aid, CA driver's license, and 1+ year counseling experience.