63 client services administrator jobs at 45 companies in Byron, CA
1d
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Client Service Administrator
Denver or Folsom or Sacramento or Addison or Houston
$75k-$85k/yr HybridFull Time
3+ YOERequires strong client service, communication, organization, problem-solving, analytical, multitasking, mentoring, and Microsoft Office, CRM, and document management system proficiency; 3–5 years of financial services experience preferred.
Microsoft Office, Client Relationship Management (CRM), Document Management
1w
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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
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 - Modesto, CA
Modesto, California, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle account transactions, strong computer literacy, attention to detail, client service and communication skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Registered Client Associate
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/yr OnsiteFull Time
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.
Microsoft Office Suite
1w
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Client Relations Coordinator
Palo Alto, California, United States
$65k-$75k/yr OnsiteFull Time
2+ YOE2+ years front-office experience, high school diploma required (college preferred), strong communication, MS Office proficiency, customer-service orientation, scheduling and administrative skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Zoom, Emburse
2mo
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Client Service Coordinator
Stockton, California, United States
$17-$22/hr OnsitePart Time
Strong customer service and communication skills, ability to perform data entry, appointment scheduling, cash handling, client education, retail sales, and basic administrative tasks in a veterinary hospital.
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
4w
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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
3w
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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
1mo
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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
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
2w
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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
3w
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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
1mo
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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.
2mo
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Administrator II
Sacramento, California, United States
$120k-$150k/yr OnsiteFull Time
3+ YOE2+ MgmtPlan, organize, and direct facility operations; supervise staff; ensure CCR Title 22 compliance and quality client care.
1mo
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Client Success Manager
San Ramon, California, United States
$100k-$130k/yr HybridFull Time
California resident required. Bachelor's in Business Administration or related field. Experience with client relationship management, insurance compliance/filing processes preferred. Proficiency with Microsoft Office and CRM; strong communication, analytical, and training skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, reporting tools
2d
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Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
14h
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Law Office Administrator - San Jose, CA
San Jose, California, United States
$62k-$91k/yr OnsiteFull Time
High school diploma or GED required. Professional-setting experience preferred, with strong communication, client service, organization, multitasking, attention to detail, and Microsoft Office proficiency.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Case Management System
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