27 client services administrator jobs at 20 companies in Tracy, CA
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Client Services Associate-Mailroom
Santa Clara, California, United States
$25/hrOnsiteFull Time
SPS: Global provider of document management and business process outsourcing.
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.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, handle account transactions, strong computer literacy, attention to detail, client service and communication skills.
Lowenstein Sandler: National law firm providing specialized legal advisory and litigation.
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
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/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Strong customer service and communication skills, ability to perform data entry, appointment scheduling, cash handling, client education, retail sales, and basic administrative tasks in a veterinary hospital.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
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.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; execute money movements, onboard accounts, and assist clients with digital tools. Series licenses preferred; strong Microsoft Office skills and client communication required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; knowledge of financial products, strong communication, Microsoft Office skills, and relevant securities registrations preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Outlook, PowerPoint
The Surplus Line Association of California: Oversees compliance and data reporting for California's surplus lines insurance.
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
Visiting Angels Tracy: Provides personalized in-home senior care and companion services.
2+ YOEHigh school diploma, 2+ years administrative experience (home care preferred), proficiency with Microsoft Office, ability to complete background checks and screenings, reliable transportation, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Allied Universal: Global provider of security guard and facility management services.
1+ YOEExperience in administrative/HR/onboarding functions, team leadership, scheduling, compliance, strong communication, analytical and organizational skills, and proficiency with Microsoft Office/Google Workspace.
CBRENYSE: CBRE: Provides global commercial real estate services and investment management.
3+ YOEHigh school diploma/GED and 3+ years related experience; strong Microsoft Office skills; ability to audit deliveries, process shipments, handle mailroom operations, and communicate with internal clients.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Allied Universal: Provides security personnel, technology, and facility management services.
1+ YOEHigh school diploma, 1+ year administrative/onboarding or classroom instructor experience, prior team lead experience, strong organizational, communication, HR and scheduling skills, proficient with Microsoft Office/Google Workspace.
DLA Piper: Global law firm providing comprehensive legal and business services.
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
Navolio & Tallman: Provides professional tax and audit services to diverse clients.
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.
Alera Group: Independent insurance brokerage and financial services firm
Provide client service and administrative support for personal lines clients; prepare proposals, enter client data, run downloads, request MVRs. Bachelor’s degree or equivalent required; strong communication and Microsoft Office skills; CA P&C license required or must obtain within 90 days.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Delta Health Systems: Administers self-funded health plans and claims for organizations.
0.5+ YOEReview and reconcile client eligibility and payments; process enrollment and vendor disbursements; strong customer service, communication, bookkeeping, and Microsoft application skills.
10,000 Degrees: Provides scholarships and counseling to support students through college.
Bachelor's degree required; experience in client- or student-service roles; proximity to service region and reliable transportation; bilingual Spanish/English a plus; strong communication, presentation, and administrative skills.