44 client services administrator jobs at 31 companies in Oceanside, CA
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
3w
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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.
2w
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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 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
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.
2w
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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
1w
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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
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
3mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
19h
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Client Banking Officer (Temporary up to 90 days)
Santa Ana or Los Angeles
$21-$32/hr OnsiteTemporary, Full Time
1+ YOEHigh school diploma and at least one year of client services plus banking, financial services, business, or equivalent experience. Requires knowledge of regulations and KYC/CIP compliance.
Treasury Management (TM), Know Your Customer (KYC), Customer Identification Programs (CIP), Wire Transfers, Non-Post, Fraud Alerts, Stop Payments, Debit Cards, Mobile Capture Limits, RDC
2mo
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Client Support Representative
Chula Vista, California, United States
OnsiteFull Time
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.
Microsoft Office Suite, CRM software
2w
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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
2w
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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
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
5h
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Non-Reg On-Caller - Vista, CA
Vista, California, United States
OnsiteFull Time
Strong client service, analytical thinking, attention to detail, communication, computer literacy, teamwork, and ability to learn financial services, account management, and firm software.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Administrative Receptionist
La Jolla, California, United States
$19/hr OnsitePart Time
Front-desk administrative support including greeting clients, answering phones, managing office supplies, Microsoft Office proficiency, strong communication and customer-service skills; associate degree and 2+ years experience preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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