41 client services administrator jobs at 26 companies in Calimesa, CA
5d
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Client Services Specialist
Ontario, California, United States
$24-$32/hr OnsiteFull Time
1+ YOEBachelor's degree or 1–3 years of related experience. Requires strong organization, communication, customer service, documentation, account administration, Microsoft Office, SQL, and financial systems skills.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, SQL, Weblink, Bridger, FIS Reliance, AddVantage Trust Accounting System, Microsoft Outlook
1mo
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Client Services Coordinator
Irvine, California, United States
$18-$23/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent and at least one year of administrative, fulfillment, shipping, travel coordination, or relevant experience.
1mo
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Branch Office Administrator
Big Bear Lake, California, United States
$26-$28/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and technology support while learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Client Service Coordinator - 001319
Brea, California, United States
$17-$22/hr OnsitePart Time
Provide professional client service, manage client and pet flow, perform administrative and financial tasks, and educate clients about wellness plans.
3mo
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Financial Services Administrative Coordinator
Upland, California, United States
$36k-$50k/yr OnsiteFull Time
Administrative and client-service support in a wealth-management context; scheduling, document management, onboarding, and communication.
1mo
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Client Service Coordinator - 001319
Brea, California, United States
$17-$22/hr OnsitePart Time
Requires fluent English, strong communication, organization, multitasking, problem-solving, client service, mathematical, and administrative skills.
Optimum Wellness Plans, FSA, HSA
1mo
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
1mo
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Branch Office Administrator - San Juan Capistrano, CA
San Juan Capistrano, California, United States
OnsiteFull Time
Provide client service, account administration, and office support; strong analytical, attention to detail, digital tool use, and conversational skills; willingness to learn financial services systems.
MoneyGuide, Salesforce, Microsoft Office
3w
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Registered Client Service Associate
Irvine, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products, advanced Microsoft Office skills, Series licenses preferred, and 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
6d
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Client Services Lead
Santa Ana or Redlands
$18/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent, at least 1 year relevant work experience, basic computer skills, customer service and communication abilities, organization, problem-solving, and capacity to lift up to 50 lbs.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Greenhouse Applicant Tracking System
3mo
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Client Advocate (On-Call) - Pomona Adult DMH
Pomona, California, United States
$22-$24/hr OnsiteFull Time
2+ YOETwo years’ experience in medical/behavioral health front office; high school diploma; CPR/First Aid;Administrative/customer service in medical settings; EHR/Welligent/Covered California experience preferred.
EHR, Welligent, Covered California
6d
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Client Service Associate - Family Office
Irvine, California, United States
$30-$36/hr OnsiteFull Time
3+ YOEBachelor’s degree required, preferably in business, finance, accounting, or management. Three years of operations, client service, investment, trust, accounting, or administrative experience preferred; strong Microsoft Office skills required.
CRM, DMS, Microsoft Excel, Microsoft Word
1mo
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Client Experience Coordinator
Riverside, California, United States
$18-$22/hr OnsiteFull Time
Provide friendly front-desk hospitality, answer and route calls, open and support escrow files, schedule signings, prepare documents, and assist escrow officers; customer-service and organization skills required; training provided.
2w
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vCIO Administrator (MSP)
La Verne, California, United States
HybridFull Time
4+ YOERequires 4+ years in an MSP or equivalent relevant experience, customer service and client management experience, strong organization and communication skills, executive documentation, Excel and PowerPoint proficiency, and process-building experience.
ConnectWise, Professional Services Automation (PSA), Remote Monitoring and Management (RMM), Configure Price Quote (CPQ), IT Glue, Microsoft SharePoint, Microsoft 365, Microsoft Excel, Microsoft PowerPoint, Microsoft 365 Copilot, Microsoft Copilot Studio
1mo
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Registered Client Service Associate
Irvine, California, United States
$55k-$73k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and Series 63 or 66 required, strong administrative and customer service skills, proficiency with Microsoft Office, and critical thinking/time management abilities.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Technician, Field Services
Anaheim or Orange County
$22-$24/hr FieldContract
2+ YOERequires a bachelor's degree or equivalent experience, helpdesk and network administration experience, Windows, Exchange, Active Directory, troubleshooting, client service, reliable transportation, and ability to lift 50 pounds.
Microsoft 365, Active Directory, Windows, Windows Server, Office 365, Microsoft Exchange, Cisco AnyConnect, Meraki, SonicWall, Fortinet, ConnectWise Manage, ConnectWise, SolarWinds, Cisco, Ubiquiti, Ruckus, Aruba, VMware, Dell, Adobe, Microsoft Office, Remote Management Tools
1mo
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Executive Assistant
Menifee, California, United States
$70k/yr OnsiteFull Time
Provide client-facing administrative support including answering inquiries, scheduling appointments, maintaining records, and coordinating communications. Strong communication, organization, and customer service skills required.
1w
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TRANSITIONS COORDINATOR
Irvine, California, United States
$27-$33/hr OnsiteFull Time
2+ YOERequires 2+ years in client onboarding, account management, or customer service; strong organization, project management, communication, multitasking, and client management software skills.
Customer Relationship Management (CRM), Microsoft Office Suite
1d
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Office Assistant
Rancho Cucamonga, California, United States
$18-$21/hr OnsiteFull Time
1+ YOEHigh school diploma required; 1–2 years office assistant experience preferred, ideally in medical or mental health settings, plus client service and billing experience. Requires Microsoft Office proficiency and strong organization.
Microsoft Office Suite
2w
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Account Manager - Employee Benefits
Irvine or Los Angeles or San Diego
$60k-$90k/yr HybridFull Time
2+ YOEBachelor's degree in Business Administration or related field, or equivalent experience; typically 2 years of client services experience; Microsoft Office proficiency, communication, organization, and travel availability.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
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