1mo
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Client Services Specialist (Temporary up to 6 months)
Santa Ana, California, United States
$48k-$52k/yr OnsiteFull Time, Temporary
0.5+ YOEHigh school diploma, minimum 6 months client service experience, intermediate Microsoft Office skills, knowledge of banking regulations and NACHA/ECCHO rules, strong communication, organizational, typing and math skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, NACHA, ECCHO
3w
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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 63 or 66 required, proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook), administrative and client-service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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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.
3mo
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Client Service Supervisor
La Quinta, California, United States
$20-$25/hr OnsiteFull Time
2+ YOE2+ MgmtExperience supervising client service operations in a veterinary setting; strong communication; multi-tasking; able to lift 40 pounds; 2 years supervisory experience; 2 years veterinary field preferred.
3w
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Branch Office Administrator - Escondido, CA
Escondido, California, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong analytical thinking, attention to detail, digital tool proficiency (MoneyGuide, Salesforce, Microsoft Office), and team collaboration.
MoneyGuide, Salesforce, Microsoft Office
2w
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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
3mo
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Registered Client Service Associate
Santa Ana, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred; active Series 7 and Series 66 (or Series 63 and 65); 2+ years industry experience preferred; knowledge of financial products; strong organizational and client service skills; proficient in MS Office.
MS Office, MS Excel, MS PowerPoint, MS Outlook
2w
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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.
2mo
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Client Experience Associate
Carlsbad, California, United States
$21-$23/hr OnsiteFull Time
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
2mo
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Client Service Representative/ Office clerk
Santa Ana, California, United States
$18-$20/hr OnsiteFull Time
0+ YOEEntry level client service role; HS diploma required; strong communication, multitasking, and data entry (40-60 WPM); MS Office skills; in-office, Monday–Friday 8am–5pm; benefits; starting pay $18-$20/hr.
Microsoft Office, Proprietary records management software
3w
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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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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
2mo
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Agent Services Representative / Marketing Coordinator
Laguna Niguel, California, United States
OnsiteFull Time
2+ YOEProvide administrative, marketing, and social media support; office duties; data reporting and client communications.
Microsoft Office, Adobe Creative Cloud, InDesign, MLS
4d
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Client Care Coordinator - LVN, EMT, MA, CNA OVERNIGHT
Mission Viejo, California, United States
$25-$35/hr OnsiteFull Time
Requires licensed clinical credential (LVN/EMT/MA/CNA), CPR/BLS/First Aid, knowledge of medication administration, COWS/CIWA assessments, EHR proficiency, and experience in detox/behavioral health preferred.
Electronic Health Records (EHR)
1w
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Equity Director, Finance and Accounting Advisory Services
Dallas or Chicago or Philadelphia or Denver or New York City or Century City or Garden City or Nashville or San Ramon or St. Louis or Bellevue or Woodland Hills or Irvine or Los Angeles or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo
$169k-$265k/yr OnsiteFull Time
10+ YOEBachelor's or equivalent experience, 10+ years in equity administration/stock-plan advisory, strong US GAAP knowledge, advanced Excel/PowerPoint, leadership and client-facing experience; CPA/CEP preferred.
Equity Edge Online, Shareworks, Fidelity, Certent, Microsoft Excel, Microsoft PowerPoint
3mo
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Practice Support Assistant
Los Angeles or Irvine or Sacramento or San Francisco or Santa Monica or Menlo Park or Seattle or Portland
HybridFull Time
Entry-level role focusing on operations, client service, and administrative support; strong analytical, organizational, and communication skills.
MS Office, Excel, PowerBI, CRM systems, low-code automation
3w
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Administrative Receptionist
La Jolla, California, United States
$19/hr OnsitePart Time
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
1w
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Intake Specialist
San Bernardino, California, United States
$20-$23/hr OnsiteFull Time
Conduct client screening and intake, perform administrative duties and data entry, provide customer service in English and Spanish, and assist with client transportation when needed.
4d
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Care Coordinator
San Bernardino, California, United States
OnsiteFull Time
Coordinate appointments, support clinicians, manage client communications, maintain records, and provide administrative scheduling and customer service.
Microsoft Office
3w
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Front Desk Coordinator
San Diego or Carlsbad
$21-$26/hr OnsiteFull Time
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.
Microsoft Office
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