15 client services administrator jobs at 12 companies in Placerville, CA
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Client Service Administrator
Denver or Folsom or Sacramento or Addison or Houston
$75k-$85k/yrHybridFull Time
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
3+ YOERequires strong client service, communication, organization, problem-solving, analytical, multitasking, mentoring, and Microsoft Office, CRM, and document management system proficiency; 3–5 years of financial services experience preferred.
Microsoft Office, Client Relationship Management (CRM), Document Management
SkinSpirit: Provides medical-grade aesthetic treatments and clinical skincare services.
1+ YOEHigh school diploma or GED, 1+ year customer or sales experience, strong customer service and organizational skills, and proficiency with Internet, Outlook, Excel, and Word. Zenoti preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Zenoti, POS
2+ YOEProvide clerical support for financial advisors including account opening, record maintenance, client requests, and customer service; requires 2 years clerical experience and proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Edward Jones: Offers investment management and financial planning through local branches.
Client service and account support role requiring strong communication, attention to detail, analytical thinking, ability to manage account transactions, and proficiency with MoneyGuide, Salesforce, and Microsoft Office. Six-month training provided.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOE1 year related experience required; high school diploma preferred; comfortable with computers and pets; able to handle customer service, administrative tasks, and cash handling; must be 18+ for radiography duties.
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service, manage accounts and administrative operations, support financial advisors; familiarity with MoneyGuide, Salesforce, and Microsoft Office.
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma or equivalent,2 years clerical/related experience,knowledge of administrative procedures and brokerage operations,customer service and communication skills,proficiency with Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Nyman Turkish: A full-service law firm providing representation for individuals with workplace injuries and disability claims.
High school diploma, strong phone-based customer service and verbal communication, attention to detail, ability to sit for extended periods and lift up to 15 lbs, basic administrative experience preferred.
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
2+ YOECalifornia RVT or VACSP required, 2–3 years veterinary experience (2 years in emergency/specialty or 3 years general practice), skills in emergency nursing, anesthesia, phlebotomy, medication administration, and strong communication.
Dahl Law Group: A boutique law firm specializing in business and estate planning.
3+ YOERequires 3+ years supporting law firms, corporate legal operations, or professional services; professional English fluency; strong organization, accuracy, client communication, Microsoft 365, Outlook, and cloud platform experience.
Microsoft Outlook, Microsoft 365, Microsoft SharePoint, CRM
Boston or Princeton or Clifton or Sacramento or Quincy
$60k-$101k/yrOnsiteFull Time
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
Experience supervising accounting/administration teams, strong interpersonal and communication skills, ability to manage multiple assignments under pressure, deliver client service, drive process improvements, and ensure risk/compliance adherence.
City Net: Non-profit providing street outreach and housing services for homeless.
Provide outreach and engagement to people experiencing or at risk of homelessness, connect clients to housing and services, use HMIS and other databases, travel locally, valid driver’s license and insurance, bachelor’s or master’s in social work/public administration or related required.
HMIS, Microsoft Windows, Microsoft Office 365, Internet
WellSpace Health: Providing comprehensive medical and behavioral healthcare to underserved communities.
2+ YOEHigh school diploma required (bachelor's preferred). Minimum 2 years related client or home visitation experience. Bilingual (English + Farsi/Dari/Pashto/Russian/Spanish) preferred. Strong administrative, communication, and computer documentation skills; ability to travel to client homes.