41 client services administrator jobs at 32 companies in Sonoma, CA
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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
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
3d
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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
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
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
3w
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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
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
2w
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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
3w
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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
1mo
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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.
1mo
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Client Success Manager
San Ramon, California, United States
$100k-$130k/yr HybridFull Time
California resident required. Bachelor's in Business Administration or related field. Experience with client relationship management, insurance compliance/filing processes preferred. Proficiency with Microsoft Office and CRM; strong communication, analytical, and training skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, reporting tools
3d
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Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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CLIENT CENTER RECEPTIONIST (1546652)
New York or Washington or Maryland or Florida or Los Angeles or San Francisco
$65k-$70k/yr OnsiteFull Time
Answer phones, make reservations, track information, plan conferences, coordinate with operations and AV, check and set rooms, finalize event details, provide business center services, and run end-of-day reports. Microsoft Office proficiency and hospitality planning experience preferred.
Microsoft Office
2mo
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Legal Administrative Assistant
Palo Alto or San Francisco
$41-$53/hr HybridFull Time
2+ YOELegal-administrative support, strong organization, MS Office and legal software experience, 2+ years in legal setting preferred, exceptional client service.
Microsoft Office, iManage, Aderant, DocXTools, Innova
2mo
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Veterinary Receptionist/Client Service Representative- Evening Shift
El Sobrante, California, United States
$25-$30/hr OnsiteFull Time
Mid-level veterinary receptionist with experience; weekend availability required; strong communication and multitasking skills.
Windows, Gmail, Google Drive, veterinary software systems, IDEXX Neo
1w
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Temporary Administrative Assistant
Walnut Creek, California, United States
$55k-$68k/yr OnsiteTemporary
2+ YOE2+ years administrative experience in professional services or accounting; advanced Microsoft Excel, strong Word and DocuSign skills; familiarity with time entry, billing, and client portals; excellent organization and communication.
Microsoft Excel, Microsoft Word, DocuSign
8h
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Producer Assistant
San Francisco, California, United States
$58k-$68k/yr OnsitePart Time
Organized, detail-oriented client service professional supporting financial producers with scheduling, client communications, applications, records, transfers, and administrative tasks; must possess or obtain FINRA Series 7, 63, and 65.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1d
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Office Coordinator
San Francisco, California, United States
$70k-$80k/yr HybridFull Time
2+ YOERequires 2–5 years of administrative or executive support experience, strong client service, multitasking, judgment, communication, MS Office proficiency, and comfort with technology and audiovisual equipment.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Viva Engage
5d
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Work-Study - Legal Assistant
Berkeley, California, United States
$20/hr OnsitePart Time, Temporary
Administrative experience, Microsoft Office proficiency, strong organization and communication skills, confidential information handling, trauma-informed de-escalation, and client service experience. Spanish fluency preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Legal Server
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