54 client services administrator jobs at 40 companies in Larkspur, CA
4d
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Client Services Coordinator - Bilingual (English/Spanish)
Walnut Creek, California, United States
$28-$34/hr OnsiteFull Time
Bilingual English/Spanish communication, client or administrative support experience, strong organization and discretion, comfort with HRIS and client systems, and ability to manage priorities and travel locally.
HRIS
2w
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Client Services Assistant - Early Intervention
Santa Rosa or Napa County or Sonoma County or Solano County or Vacaville or California
$48k-$53k/yr HybridFull Time
3+ YOEHigh school graduation and 3 years of clerical or office administrative experience, or business school and 2 years' experience; Microsoft Word, 50 wpm typing, confidentiality, and reliable transportation required.
Microsoft Word
5d
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Client Services Business Manager
Seattle or San Francisco or New York City or Los Angeles or Philadelphia or South Dakota
$140k-$175k/yr HybridFull Time
5+ YOEBachelor’s degree and 5+ years in operations, coordination, administration, or program management required. Requires Microsoft 365 proficiency, strong communication, organization, and U.S. work authorization; travel and background and credit checks required.
Microsoft 365, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint
3d
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Branch Office Administrator
San Ramon, California, United States
$31-$37/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and transaction processing while learning financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Client Service Coordinator
Santa Rosa, California, United States
$19-$25/hr OnsitePart Time
1+ YOECoordinate client and pet flow, promote services, educate clients, handle front desk tasks, manage appointments and payments.
Word, Excel, Access, Outlook
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 - Santa Rosa, CA
Santa Rosa, California, United States
OnsiteFull Time
Requires client service, account management, administrative, operational, communication, analytical, collaboration, and computer skills, with willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
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
3d
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Client Service Associate - NR
Mequon or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative and customer service skills, investment brokerage knowledge, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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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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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 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
2mo
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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.
3mo
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Client Specialist
Mill Valley, California, United States
$28-$42/hr OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organizational, compliance, and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
1w
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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
1mo
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CLIENT CENTER RECEPTIONIST (1546652)
New York or Washington or Maryland or Florida or Los Angeles or San Francisco
$65k-$70k/yr OnsiteFull Time
Answer phones, make reservations, track information, plan conferences, coordinate with operations and AV, check and set rooms, finalize event details, provide business center services, and run end-of-day reports. Microsoft Office proficiency and hospitality planning experience preferred.
Microsoft Office
2w
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Client Service Specialist
San Francisco, California, United States
$24-$26/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2+ years administrative experience, strong math and communication skills, proficiency with Microsoft Excel/Word/Outlook/Teams, CPR/First Aid (can be completed upon hire).
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, T-Rec, Salesforce
3w
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Client Operations Support Manager
Union City, California, United States
$80k-$85k/yr OnsiteFull Time
1+ YOEExperience in administrative/HR/onboarding functions, team leadership, scheduling, compliance, strong communication, analytical and organizational skills, and proficiency with Microsoft Office/Google Workspace.
Microsoft Office, Google Workspace, ABI, WinTeam
1mo
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Mail Services Associate - Mountain View CA
Mountain View, California, United States
$22-$26/hr OnsiteFull Time
3+ YOEHigh school diploma/GED and 3+ years related experience; strong Microsoft Office skills; ability to audit deliveries, process shipments, handle mailroom operations, and communicate with internal clients.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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