28 client services administrator jobs at 18 companies in San Marcos, CA
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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
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
3w
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Part Time Branch Office Administrator
Oceanside, California, United States
$26-$32/hr OnsitePart Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, collaboration, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
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.
3w
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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
2w
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Client Service Coordinator - 005162
Temecula, California, United States
$17-$22/hr OnsiteFull Time
Requires fluent English, strong communication, client service, multitasking, organization, problem-solving, mathematical, and administrative skills.
Optimum Wellness Plans (OWPs)
2mo
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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
1mo
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Client Service Associate (Carlsbad, CA)
Carlsbad, California, United States
$50k-$60k/yr OnsiteFull Time
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
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
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
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
5d
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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
2d
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Administrative Coordinator - Family Resource
Mission Viejo, California, United States
$25-$38/hr OnsiteFull Time
3+ YOERequires 3 years of direct client service, customer service, or administrative support experience in health or human services; customer service and community resource knowledge are needed.
FTE
2d
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Administrative Coordinator - Family Resource
Mission Viejo or California or Los Angeles County or Orange County or Alaska or Montana or New Mexico or Oregon or Texas or Washington
$25-$38/hr OnsiteFull Time
3+ YOERequires 3 years of direct client service, customer service, or administrative support in health or human services. College coursework and information-and-referral certification are preferred.
AIRS
3w
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Executive Assistant
Menifee, California, United States
$70k/yr OnsiteFull Time
Provide client-facing administrative support including answering inquiries, scheduling appointments, maintaining records, and coordinating communications. Strong communication, organization, and customer service skills required.
5d
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Account Manager - Employee Benefits
Irvine or Los Angeles or San Diego
$60k-$90k/yr HybridFull Time
2+ YOEBachelor's degree in Business Administration or related field, or equivalent experience; typically 2 years of client services experience; Microsoft Office proficiency, communication, organization, and travel availability.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
1mo
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Veterinary Technician
Laguna Niguel, California, United States
$24-$28/hr OnsiteFull Time
Experienced veterinary technician to perform anesthesia monitoring, surgical assistance, dental procedures, radiographs, venipuncture/IV catheterization, medication/fluid administration, patient monitoring, and client communication.
3w
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LVN - Mental Health 186
San Diego, California, United States
$28-$35/hr OnsiteFull Time
Current LVN/LPT license, CPR/BLS/First Aid/CPI and PPD, willingness to drive, and ability to provide medication administration and direct client care in behavioral health settings.
2mo
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Dental/Surgical Registered Veterinary Technician - Rancho Village Veterinary Hospital
La Mesa, California, United States
$26/hr OnsiteFull Time
1+ YOE1–2 years as a licensed RVT with dental and surgical experience, ability to restrain animals, sample collection and medication administration, client communication, record keeping, Microsoft Word proficiency, and cash/phone handling.
Microsoft Word, Avimark
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