29 client services administrator jobs at 17 companies in Escondido, 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
Client Services Representative (CSR) – Drug & Alcohol Testing
Temecula, California, United States
$42k-$44k/yrOnsiteFull Time
TELUS HealthToronto Stock Exchange: T: Digital health and wellbeing solutions for individuals and organizations.
1+ YOE1–2 years customer service or administrative experience; strong communication, accuracy, and teamwork; Microsoft Excel and data entry skills; able to learn specimen collection procedures and follow compliance protocols.
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account administration, scheduling, correspondence, marketing support, record maintenance, and financial services operations using Microsoft Office, MoneyGuide, Salesforce, and firm software.
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.
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
Providence: Provides comprehensive healthcare services through hospitals, clinics, and health plans.
3+ YOERequires 3 years of direct client service, customer service, or administrative support experience in health or human services; customer service and community resource knowledge are needed.
Mission Viejo or California or Los Angeles County or Orange County or Alaska or Montana or New Mexico or Oregon or Texas or Washington
$25-$38/hrOnsiteFull Time
Providence: Non-profit health system providing comprehensive medical and social services.
3+ YOERequires 3 years of direct client service, customer service, or administrative support in health or human services. College coursework and information-and-referral certification are preferred.
The Fortitude Team: Estate planning and legal resource network for families.
Provide client-facing administrative support including answering inquiries, scheduling appointments, maintaining records, and coordinating communications. Strong communication, organization, and customer service skills required.
Lockton: Provides global insurance brokerage and risk management consulting services.
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
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.