952 client services jobs at 278 companies in Encinitas, CA
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Client Services Advisor
San Diego, California, United States
$70k-$80k/yrHybridFull Time
Vistage Worldwide: Provides executive coaching and peer advisory for business leaders.
5+ YOE5+ years inside phone sales/consulting/customer service; ability to engage C-level clients; Salesforce and MS Office experience; bachelor’s degree preferred; project management or business development preferred.
Konare Law: Boutique law firm providing immigration and deportation defense services.
2+ YOEBilingual English/Spanish fluency, high school diploma, 2+ years professional office and customer service experience, discretion with sensitive client information; experience with intake, billing, and scheduling.
LexisNexis, AILA Library, Practice Law Institute (PLI), Law360, Master Series
Polaris Pharmacy Services: Provide pharmacy services to long-term care and correctional facilities
Provide client-facing pharmacy support to long-term care facilities, conduct training, perform medication audits, follow HIPAA, basic math and computer skills, high school diploma, and state-required pharmacy technician credentials.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
Supports registered representatives with client paperwork, transactions, scheduling, client outreach, and practice support. Requires high school diploma/GED, some licensing (e.g., Series 6/7/63/65/66 or Life/Accident & Health), administrative/customer service experience, and Microsoft Office proficiency.
AdviceWorks, SmartWorks, Redtail, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Triumph Financial: Provides financial and technology solutions for the transportation industry.
4+ YOECustomer-service experience; verify funding and freight loads, resolve disputes, review accounts, strong communication, Microsoft Office and Google Suite skills; Associate/Bachelor preferred or 4+ years customer service experience.
Aldrich: Provides accounting, tax, wealth, and business advisory services.
3+ YOEMinimum 3 years in a similar financial services role; strong Microsoft Office skills; experience with RIA custodians and CRM; knowledge of investment advisory practices; time management and teamwork skills. Bachelor's preferred; Schwab, Salentica Engage, Tamarac experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salentica Engage, Tamarac, Charles Schwab, CRM
Animal Friends of the Valleys: Provides animal shelter and control services in Riverside County.
Clerical/reception experience in high-volume call environments, strong multitasking and note-taking, ability to deescalate and resolve complaints, work independently, bilingual Spanish preferred.
San Diego or Dallas or United States or Canada or United Kingdom or India
$74k-$100k/yrOnsiteFull Time
Cotality: Provider of property intelligence, data, and analytics solutions.
5+ YOEBachelor's degree or equivalent; 4+ years mortgage industry background and 5+ years in client-facing/account management roles; client onboarding, UAT, and cross-functional collaboration experience.
Cotality: Provides property data, analytics, and workflow intelligence solutions.
5+ YOEBachelor’s degree or equivalent; 4+ years mortgage industry experience and 5+ years in client-facing or account management roles. Strong onboarding, client engagement, UAT, escalation management, and mentoring skills.
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
HologicNASDAQ: HOLX: Develops medical technology for women's healthcare and diagnostics.
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
San Diego or San Francisco or Los Angeles or Orange County or Seattle
$100k-$140k/yrOnsiteFull Time
World Wide Technology: Global technology solutions provider and systems integrator.
Strategic resourcing and consultative sales experience with workforce planning, services delivery modeling, executive engagement, and ability to develop multi-year workforce roadmaps and close programmatic services engagements.
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtManage front-line security staff, build client relationships, oversee budgets and account health, use BI and reporting tools, drive operational goals, and ensure safety and compliance; requires 2+ years operational/management experience and proficiency with Microsoft Office.
Allied Universal AI technology, Business Intelligence Platform, Microsoft Office
Client Services Representative (CSR) – Drug & Alcohol Testing
Temecula, California, United States
$42k-$44k/yrOnsiteFull Time
TELUS HealthToronto Stock Exchange: T: Digital health and wellbeing solutions for individuals and organizations.
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.
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yrOnsiteFull Time
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
Flores Financial Services: Provides outsourced accounting, payroll, and HR services to businesses.
5+ YOE2+ MgmtBachelor's degree; 5+ years progressive HR experience with 2+ years leadership/client-facing; strong HR compliance knowledge; experience with HRIS and payroll systems; excellent communication and problem-solving skills.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
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.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
2+ YOE2 years client service experience in finance preferred; Series 7 and 66 preferred; strong communication, attention to detail, and Microsoft Office proficiency.