28 client services administrator jobs at 17 companies in Yucaipa, CA
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Client Services Specialist
Ontario, California, United States
$24-$32/hrOnsiteFull Time
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
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
Jacobson Lawrence & Company: Provides professional tax, accounting, and business advisory services.
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.
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service, manage accounts and transactions, perform administrative and operational support, use MoneyGuide, Salesforce and Microsoft Office, strong attention to detail and analytical skills.
SPS: Global provider of document management and business process outsourcing.
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
HealthRIGHT 360: Provide integrated medical and behavioral healthcare for people in need.
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.
Escrow Innovations: A locally owned independent escrow providing personalized escrow and real estate transaction services in the Inland Empire.
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.
Modern IT: Managed IT services provider for small and medium businesses.
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
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
The Fortitude Team: Estate planning and legal resource network for families.
Provide client-facing administrative support including answering inquiries, scheduling appointments, maintaining records, and coordinating communications. Strong communication, organization, and customer service skills required.
Simple Solutions Psychotherapy: A mental health practice providing individualized treatment plans in a safe and supportive environment.
1+ YOEHigh school diploma required; 1–2 years office assistant experience preferred, ideally in medical or mental health settings, plus client service and billing experience. Requires Microsoft Office proficiency and strong organization.
Benchmark Transitions: Provides residential treatment and transitional living for young adults.
High school diploma required. Monitor and assist clients with daily activities, perform administrative and janitorial tasks, collect samples, assist with transport and appointments, and ensure client safety.
Hand & Stone - Riverside County: Professional massage and facial spa services provider.
Sales-focused spa management role requiring client service, sales coaching, front-desk leadership, administrative skills, and availability for evenings and weekends.
ABC Traffic Programs: Provides state-licensed DUI education and substance abuse treatment services.
Bilingual Spanish/English, strong organizational and leadership skills, ability to manage client records and office administration, registered drug and alcohol counselor or registration as an intern required.
InsperityNew York Stock Exchange: NSP: Provides human resources and business performance solutions to businesses.
6+ YOEHigh school diploma required; bachelor's preferred. Requires 6–8 years of payroll administration or related experience. Strong payroll law, client service, communication, and Microsoft Office proficiency required; CPP preferred.
Telecare: Operates behavioral health programs and psychiatric treatment facilities.
Current LVN/LPT licensure, CPR/BLS/First Aid/CPI certification, ability to complete TB and background checks, valid driver license and insurance if driving, provide direct client care and medication administration.
Strongpoint Partners: Provides tech-enabled retirement plan administration and payroll services.
Bachelor's degree in business/finance/accounting or related field required. Proficiency in Microsoft Word, Excel, Outlook; CalcAir/Datair preferred. Strong organizational, client service, multitasking, and analytical skills; training provided.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CalcAir/Datair