30 client services administrator jobs at 19 companies in Poway, CA
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Professional Services Administrator
San Diego, California, United States
OnsiteFull Time
CAMP Systems: Provides software for aircraft maintenance tracking and engine health monitoring.
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
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
American Business BankOTCQX: AMBZ: Financial services for middle-market businesses and professionals.
Knowledge of Bank Secrecy Act, CIP/CDD/OFAC; strong administrative, communication, and customer service skills; experience with account documentation, compliance, and general office operations.
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-facing service in a veterinary hospital: check in/out clients and pets, complete documentation, educate clients on wellness plans and services, manage transactions, and perform administrative tasks.
Palo Alto or San Francisco or San Diego or Century City or Los Angeles or Seattle
$119k-$178k/yrHybridFull Time
Wilson Sonsini: Global law firm specializing in technology and life sciences counseling.
5+ YOE5+ years in client service or related field; bachelor's degree preferred; strong communication, relationship building, and project management skills; proficient in MS Office; hybrid work and travel flexibility.
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
Keystone Pacific Property Management: Manages residential and commercial homeowners associations in California.
1+ YOECustomer service and administrative support in HOA management; proficiency with Word/Outlook/Excel; ability to meet deadlines; strong communication and problem-solving skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, CCaaS, HOA management software
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.
Goldbook Financial: Provides wealth management, insurance, and financial planning services.
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
Temp Medical Assistant (Client Care Specialist II)
San Diego, California, United States
OnsiteTemporary, Full Time
AIDS Healthcare Foundation: Global nonprofit providing HIV/AIDS medical care and advocacy services.
MA diploma required; national certification preferred. Perform clinical MA functions including phlebotomy, HIV/STD testing, front-office administration, referrals, and insurance verification.
Veterans Village of San Diego: Provides housing, healthcare, and employment support to military veterans.
Front-office and billing coordination for a mental health clinic including client reception, scheduling, insurance verification, authorizations, billing preparation, EHR use, and strong customer service.
Batta Fulkerson Law Group: Provides legal representation for personal injury accident victims.
Conduct client interviews, gather documentation, assess case viability, maintain confidentiality, and use case management systems; high school diploma required; prior legal/customer service experience preferred.
Revelyst: Designs and manufactures performance gear and precision outdoor technologies.
2+ YOE2+ years front desk/hospitality or client services experience; golf knowledge preferred; proficiency with Microsoft Office and comfort learning CRM/scheduling tools; excellent verbal and written communication and hospitality skills.
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.