202 client services representative jobs at 77 companies in California
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Senior Client Services Representative
San Diego, California, United States
$25-$32/hrHybridFull Time
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
State Bank of India (California): Provides personal, business, and international banking services in California.
1+ YOEHigh school diploma or equivalent, 1+ year banking or high-volume cash handling experience, knowledge of federal banking regulations, experience with FIS or other banking software, strong client service and communication skills, ability to work branch hours including weekends and some evenings.
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.
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.
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOECustomer service support for DTC: manage phone/electronic communications, resolve inquiries, process order adjustments/cancellations/returns, and collaborate with AR and Order Management. 1+ year customer service experience; Bachelor\u0002s preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SAP, ERP, eCommerce platforms
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
1+ YOEMinimum 1 year veterinary experience, strong customer service skills, appointment scheduling, payment processing, medical record management, and facility maintenance; professional and personable communication required.
Patenaude & Felix, APC: Civil litigation and debt collection law firm.
Strong customer service, communication, organizational skills, attention to detail, multitasking, Microsoft Office proficiency, ability to learn new software, and ability to pass a background check and drug screening.
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
Customer-service oriented, multitasking, able to answer multi-line phones, handle scheduling, financial transactions, chart maintenance; animal experience preferred; available for closing shifts and Saturdays.
Mendocino County: Provides essential public services and local governance to county residents.
4+ YOEHigh school diploma/GED and four years office support experience; duties include typing, filing, data entry, report development, scheduling, customer service, and handling confidential records.
Western Growers: Trade association providing advocacy and insurance to agricultural businesses.
1+ YOEHigh school diploma or equivalent, 1+ years customer service experience preferred, fluency in Spanish required, intermediate Microsoft Office skills, clean DMV record, ability to travel up to 40%.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Health Care Processing system, CTSR web-based tool
University of California: Operates public universities, research centers, and medical systems.
Reception experience in a veterinary or medical office, multi-line phone and cashiering experience, accurate invoicing/payment processing, multitasking, organization, teamwork, and strong communication skills.
Central Veterinary Hospital: General, emergency, and specialty veterinary care for family pets.
1+ YOEEntry-level client service role in a veterinary setting; HS diploma required; 1-2 years customer service; Monday–Friday 8:00am–7:00pm; benefits provided.
Osaic: Provides wealth management services to independent financial advisors.
High school diploma required (bachelor's preferred). Strong verbal/written communication, client service orientation, detail-oriented, multitasking, problem-solving. FINRA Series 7 preferred.