San Francisco • 50 milesRemote · Hybrid · Onsite · Field · All Environments
San Francisco • 50 milesRemote · Hybrid · Onsite · Field · All Environments
San Francisco • 50 milesRemote · Hybrid · Onsite · Field · All Environments
San Francisco • 50 milesRemote · Hybrid · Onsite · Field · All Environments
57 client services administrator jobs at 43 companies in San Francisco, CA
2w
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Client Services Associate-Mailroom
Santa Clara, California, United States
$25/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year mailroom or office services experience preferred, strong customer service, basic computer/Microsoft Office skills, ability to lift up to 40 lbs and perform mailroom tasks.
Microsoft Office
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
1d
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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
1w
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Branch Office Administrator
Santa Rosa, California, United States
$28-$31/hr OnsiteFull Time
Client service, account management, administrative support, scheduling, communication, analytical thinking, attention to detail, computer literacy, and ability to learn financial services tools and processes.
MoneyGuide, Salesforce, Microsoft Office
6d
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Client Assitant
Santa Clara, California, United States
$28-$37/hr OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, excellent client service, Microsoft Office proficiency, strong communication, organization, accuracy, and analytical problem-solving; bachelor's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, X
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
6d
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Client Assitant
Santa Clara, California, United States
$28-$37/hr OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, strong client service, communication, organization, analytical skills, and Microsoft Office proficiency. SIE, Series 7, and Series 66 licensures required within 18 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), PowerPoint, LinkedIn, X
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
1mo
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Registered Client Associate
San Diego or Zurich or China or Uruguay or United Kingdom or Jersey or Monaco or Rockville or Los Angeles or Mountain View or Wexford or Amsterdam or Europe
$65k-$85k/yr OnsiteFull Time
2+ YOESeries 7 and 66 licenses, ideally 2+ years client service experience in finance; strong communication, attention to detail, proactive teamwork, and proficiency in Microsoft Office Suite.
Microsoft Office Suite
2w
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Client Relations Coordinator
Palo Alto, California, United States
$65k-$75k/yr OnsiteFull Time
2+ YOE2+ years front-office experience, high school diploma required (college preferred), strong communication, MS Office proficiency, customer-service orientation, scheduling and administrative skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Zoom, Emburse
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
1mo
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Client Service Coordinator - 001418
San Jose, California, United States
$19-$25/hr OnsiteFull Time
Provide exceptional client service, manage client/pet flow, perform administrative tasks, process transactions, educate clients about wellness plans, and multitask in a fast-paced clinic.
Workday
4w
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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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Senior Client Service Associate
San Francisco, California, United States
$80k-$111k/yr OnsiteFull Time
3+ YOE3+ years related financial services experience, bachelor's degree or equivalent, proven high-touch client service skills, strong organization and analytical ability, proficiency with portfolio/account administration and client reporting.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce
3w
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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 Experience Coordinator
San Jose, California, United States
$53k-$69k/yr OnsiteFull Time
High school/GED required; concierge-level client services and administrative support; AV/IT troubleshooting and hybrid hearing coordination; strong communication, organization, and multitasking skills.
Zoom, Creston, HDMI
4w
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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.
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