63 client services administrator jobs at 35 companies in Sun City, CA
5d
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Client Services Specialist
Ontario, California, United States
$24-$32/hr OnsiteFull Time
1+ YOEBachelor's degree or 1–3 years of related experience. Requires strong organization, communication, customer service, documentation, account administration, Microsoft Office, SQL, and financial systems skills.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, SQL, Weblink, Bridger, FIS Reliance, AddVantage Trust Accounting System, Microsoft Outlook
5d
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Client Services Coordinator
Newport Beach or California
$35/hr HybridFull Time
2+ YOERequires 2+ years in account management, administration, finance, customer service, or a related field; a related bachelor's degree; strong communication and organizational skills; and proficiency with Zoom and Microsoft Office.
Zoom, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Teams, Dynamics
1mo
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Client Services Coordinator
Irvine, California, United States
$18-$23/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent and at least one year of administrative, fulfillment, shipping, travel coordination, or relevant experience.
1mo
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Branch Office Administrator
Big Bear Lake, California, United States
$26-$28/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and technology support while learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - Vista, CA
Vista, California, United States
OnsiteFull Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, teamwork, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Client Service Coordinator - 001319
Brea, California, United States
$17-$22/hr OnsitePart Time
Provide professional client service, manage client and pet flow, perform administrative and financial tasks, and educate clients about wellness plans.
3mo
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Financial Services Administrative Coordinator
Upland, California, United States
$36k-$50k/yr OnsiteFull Time
Administrative and client-service support in a wealth-management context; scheduling, document management, onboarding, and communication.
1mo
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Client Service Coordinator - 001319
Brea, California, United States
$17-$22/hr OnsitePart Time
Requires fluent English, strong communication, organization, multitasking, problem-solving, client service, mathematical, and administrative skills.
Optimum Wellness Plans, FSA, HSA
1mo
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
3w
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Registered Client Service Associate
Irvine, California, United States
$34k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; knowledge of financial products, advanced Microsoft Office skills, Series licenses preferred, and 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
6d
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Client Services Lead
Santa Ana or Redlands
$18/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent, at least 1 year relevant work experience, basic computer skills, customer service and communication abilities, organization, problem-solving, and capacity to lift up to 50 lbs.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Greenhouse Applicant Tracking System
1mo
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Client Service Associate (Newport Beach, CA)
Newport Beach, California, United States
$50k-$60k/yr OnsiteFull Time
1+ YOEProvide client service and administrative support in a private client division; willing to obtain FINRA registrations; 1–2 years financial services experience preferred; strong MS Office and confidentiality skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Client Advocate (On-Call) - Pomona Adult DMH
Pomona, California, United States
$22-$24/hr OnsiteFull Time
2+ YOETwo years’ experience in medical/behavioral health front office; high school diploma; CPR/First Aid;Administrative/customer service in medical settings; EHR/Welligent/Covered California experience preferred.
EHR, Welligent, Covered California
6d
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Client Service Associate - Family Office
Irvine, California, United States
$30-$36/hr OnsiteFull Time
3+ YOEBachelor’s degree required, preferably in business, finance, accounting, or management. Three years of operations, client service, investment, trust, accounting, or administrative experience preferred; strong Microsoft Office skills required.
CRM, DMS, Microsoft Excel, Microsoft Word
1mo
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Client Experience Coordinator
Riverside, California, United States
$18-$22/hr OnsiteFull Time
Provide friendly front-desk hospitality, answer and route calls, open and support escrow files, schedule signings, prepare documents, and assist escrow officers; customer-service and organization skills required; training provided.
2w
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Client Banking Officer (Temporary up to 90 days)
Santa Ana or Los Angeles
$21-$32/hr OnsiteTemporary, Full Time
1+ YOEHigh school diploma and at least one year of client services plus banking, financial services, business, or equivalent experience. Requires knowledge of regulations and KYC/CIP compliance.
Treasury Management (TM), Know Your Customer (KYC), Customer Identification Programs (CIP), Wire Transfers, Non-Post, Fraud Alerts, Stop Payments, Debit Cards, Mobile Capture Limits, RDC
2w
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vCIO Administrator (MSP)
La Verne, California, United States
HybridFull Time
4+ YOERequires 4+ years in an MSP or equivalent relevant experience, customer service and client management experience, strong organization and communication skills, executive documentation, Excel and PowerPoint proficiency, and process-building experience.
ConnectWise, Professional Services Automation (PSA), Remote Monitoring and Management (RMM), Configure Price Quote (CPQ), IT Glue, Microsoft SharePoint, Microsoft 365, Microsoft Excel, Microsoft PowerPoint, Microsoft 365 Copilot, Microsoft Copilot Studio
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
2mo
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Client Service Coordinator
Irvine, California, United States
$25-$33/hr OnsiteFull Time
1+ YOE1-2+ years marketing/administrative support in Commercial Real Estate; proficiency in Adobe InDesign; BA/BS in Business, Marketing or Real Estate; proficient with MS Word, Excel, PowerPoint; excellent written and oral communication.
Adobe InDesign, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Technician, Field Services
Anaheim or Orange County
$22-$24/hr FieldContract
2+ YOERequires a bachelor's degree or equivalent experience, helpdesk and network administration experience, Windows, Exchange, Active Directory, troubleshooting, client service, reliable transportation, and ability to lift 50 pounds.
Microsoft 365, Active Directory, Windows, Windows Server, Office 365, Microsoft Exchange, Cisco AnyConnect, Meraki, SonicWall, Fortinet, ConnectWise Manage, ConnectWise, SolarWinds, Cisco, Ubiquiti, Ruckus, Aruba, VMware, Dell, Adobe, Microsoft Office, Remote Management Tools
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