46 client services administrator jobs at 29 companies in Wildomar, CA
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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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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
3w
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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.
2mo
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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.
2w
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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
3w
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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
1w
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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
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
3mo
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Client Service Associate
Newport Beach, California, United States
$55k-$74k/yr OnsiteFull Time
2+ YOEProvide administrative and client service support for financial advisors, process account openings and maintenance, enter orders, and perform clerical functions; Series 7 and 63/66 required; 2 years investment industry experience.
Microsoft Excel, Microsoft Word, 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
1mo
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Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
1+ YOE1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills.
Client Relationship Management (CRM) software, Microsoft Office
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.
1d
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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
2d
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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
2w
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Client Service Associate- Mailroom
Santa Ana, California, United States
$18-$19/hr OnsiteFull Time
Sorting, metering, and delivering inbound/outbound mail; lifting up to 55 lbs; operating mail, copy, and scanning equipment; maintaining logs and following safety and site procedures.
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
2w
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Client Success Support Specialist
Irvine, California, United States
$22-$26/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent,1+ year customer service/administrative experience in healthcare,experience with ticketing systems (Zendesk preferred),Microsoft Office/Adobe experience,strong communication and multitasking skills.
Zendesk, Adobe Creative Cloud, Microsoft Office Suite
1d
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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
1w
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Office Adminstration
Fountain Valley, California, United States
$20-$22/hr OnsitePart Time
High school diploma or equivalent, office administration or customer service experience, strong organization and communication skills, Microsoft Office proficiency, and ability to handle confidential client information.
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft Outlook, EHR, HIPAA
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