1mo
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Professional Services Administrator
San Diego, California, United States
OnsiteFull Time
0.5+ YOEAssociates degree or equivalent and ≥6 months related experience; strong written/verbal communication, attention to detail, Microsoft Outlook/Excel/Word proficiency, customer service orientation, and ability to manage administrative tasks and coordinate travel and client activities.
Microsoft Outlook, Microsoft Excel, Microsoft Word
1mo
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Senior Client Services Representative
San Diego, California, United States
$25-$32/hr HybridFull Time
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
1w
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Client Services Associate 1
San Diego, California, United States
$42k-$64k/yr OnsiteFull Time
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
Salesforce.com (SFDC)
1mo
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Client Services Specialist (Temporary up to 6 months)
Santa Ana, California, United States
$48k-$52k/yr OnsiteFull Time, Temporary
0.5+ YOEHigh school diploma, minimum 6 months client service experience, intermediate Microsoft Office skills, knowledge of banking regulations and NACHA/ECCHO rules, strong communication, organizational, typing and math skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, NACHA, ECCHO
1mo
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Client Services Representative (CSR) – Drug & Alcohol Testing
Temecula, California, United States
$42k-$44k/yr OnsiteFull Time
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.
Microsoft Excel
1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsitePart Time
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
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 63 or 66 required, proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook), administrative and client-service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Service Coordinator - 000144
Encinitas, California, United States
$17-$22/hr OnsitePart Time
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.
1w
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Part Time Branch Office Administrator - Oceanside, CA
Oceanside, California, United States
OnsitePart Time
Provide exceptional client service, manage account administration, perform administrative and operational support for financial advisors, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Client Analyst
San Diego, California, United States
$41k-$77k/yr OnsiteFull Time
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
1mo
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Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEProvide client service and administrative support in a private client division; willing to obtain FINRA registrations; 1–2 years financial services experience preferred; strong MS Office and confidentiality skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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.
2mo
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Client Service Representative/ Office clerk
Santa Ana, California, United States
$18-$20/hr OnsiteFull Time
0+ YOEEntry level client service role; HS diploma required; strong communication, multitasking, and data entry (40-60 WPM); MS Office skills; in-office, Monday–Friday 8am–5pm; benefits; starting pay $18-$20/hr.
Microsoft Office, Proprietary records management software
5d
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Client Service Associate- Mailroom
Santa Ana, California, United States
$18-$19/hr OnsiteFull Time
Sorting, metering, and delivering inbound/outbound mail; lifting up to 55 lbs; operating mail, copy, and scanning equipment; maintaining logs and following safety and site procedures.
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
2mo
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Client Service Coordinator
Irvine, California, United States
$25-$33/hr OnsiteFull Time
1+ YOE1-2+ years marketing/administrative support in Commercial Real Estate; proficiency in Adobe InDesign; BA/BS in Business, Marketing or Real Estate; proficient with MS Word, Excel, PowerPoint; excellent written and oral communication.
Adobe InDesign, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Client Success Support Specialist
Irvine, California, United States
$22-$26/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent,1+ year customer service/administrative experience in healthcare,experience with ticketing systems (Zendesk preferred),Microsoft Office/Adobe experience,strong communication and multitasking skills.
Zendesk, Adobe Creative Cloud, Microsoft Office Suite
5d
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TEMP Client Experience Specialist (CES) - Anaheim, CA
Anaheim, California, United States
$25/hr OnsiteFull Time
Customer-service and office administration experience, high school diploma or equivalent, strong communication, multitasking, scheduling and basic hearing-aid knowledge.
Microsoft Office, HearAssist
5d
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TEMP Client Experience Specialist (CES) - Anaheim, CA
Anaheim, California, United States
$25/hr OnsiteFull Time
High school diploma or equivalent, customer service and office administration experience, proficiency with scheduling software and Microsoft Office, strong communication and multitasking skills.
Microsoft Office, HearAssist, LinkedIn Learning
1mo
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SUPPORT SERVICES COORDINATOR (FULL TIME) (San Diego, CA, US, 92121)
San Diego, California, United States
$23-$24/hr OnsiteFull Time
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
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