26 client services representative jobs at 19 companies in Vista, CA

2w
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Senior Client Services Representative
San Diego, California, United States
$25-$32/hr HybridFull Time
Cetera Financial Group
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
1w
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Client Services Representative
San Diego, California, United States
$20-$27/hr OnsiteFull Time
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.
Microsoft Office, Google Suite
3w
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Client Services Representative
San Diego, California, United States
$20-$22/hr OnsiteFull Time
Patenaude & Felix, APC
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.
Microsoft Office
3d
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Client Services Representative
Wildomar, California, United States
$17-$20/hr OnsiteFull Time
National Veterinary Associates
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.
1mo
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PM Client Services Representative (CSR)
San Diego, California, United States
$20-$22/hr FieldFull Time
Polaris Pharmacy Services
Polaris Pharmacy Services: Provide pharmacy services to long-term care and correctional facilities
High school diploma, state-required pharmacy technician license or med tech certificate, computer proficiency, ability to lift up to 30 lbs, flexible to work various shifts/days, strong communication and organizational skills.
2w
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Veterinary Client Experience Representative
Tustin, California, United States
$21-$29/hr OnsiteFull Time
Veritas Veterinary Partners
Veritas Veterinary Partners: Operates a network of specialty and emergency veterinary hospitals.
1+ YOE1+ year client-facing/customer service experience, strong verbal skills, multitasking in high-volume environments, basic computer and POS proficiency, ability to handle stressful client interactions.
ezyVet, Impromed, AVImark
2w
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Client Service Representative
Murrieta, California, United States
$18-$22/hr OnsiteFull Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
1+ YOE1+ year customer service experience, high school diploma/GED, proficiency in Microsoft Office, strong communication and decision-making, ability to lift 40 lbs and work nights/weekends/holidays.
Microsoft Office
3w
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Client Service Representative
Chula Vista, California, United States
OnsiteFull Time
Global TekMed Holdings
Global TekMed Holdings: Provides technology and services to simplify processes for veterans and deliver an improved client experience.
Customer-service role supporting veterans; attention to detail, experience with medical records/billing a plus, Microsoft Office/Excel and CRM proficiency, basic accounting knowledge, must read/write English and work weekends.
CRM, Microsoft Office, Microsoft Excel
4d
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Client Success Representative
Irvine, California, United States
$24-$25/hr OnsiteFull Time
TaxRise
TaxRise: Provides tax resolution and IRS debt settlement services.
3+ YOE3+ years customer service/call center experience, CRM experience, strong written and verbal communication, ability to handle high call volume and manage multiple cases.
CRM
3w
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Veterinary Client Service Representative
Capistrano Beach, California, United States
$18-$21/hr OnsiteFull Time
Thrive Pet Healthcare
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
2+ YOEMinimum 2 years customer service experience; veterinary experience preferred. Proficient with Microsoft Office; familiar with practice management software preferred. Strong multitasking, communication, cash handling, and comfort with animals.
Microsoft Office
1w
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Client Service Representative Tech I
San Juan Capistrano, California, United States
$21-$32/hr OnsiteFull Time
Quest Diagnostics
Quest DiagnosticsNYSE: DGX: Provides clinical laboratory diagnostic testing and health information services.
3+ YOE3–5 years clinical laboratory or customer service experience, high school diploma, proficiency with Microsoft Word and Excel, telephone etiquette, knowledge of specimen requirements; Medical Lab Technician/Technologist certification preferred.
Microsoft Word, Microsoft Excel
2mo
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Agent Services Representative / Marketing Coordinator
Laguna Niguel, California, United States
OnsiteFull Time
HomeServices of America
HomeServices of AmericaNYSE: BRK.B: Provides residential real estate brokerage and homeownership services.
2+ YOEProvide administrative, marketing, and social media support; office duties; data reporting and client communications.
Microsoft Office, Adobe Creative Cloud, InDesign, MLS
3w
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Business Development Representative
Irvine or California
$20-$30/hr FieldFull Time
Black Cube Security
Black Cube Security: Providing armed and unarmed private security and patrol services.
3+ YOEMinimum 3 years B2B sales experience selling services to commercial clients; cold calling, prospecting, networking, meeting decision-makers, strong communication, independent work, reliable transportation for client visits.
1mo
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Account Representative - State Farm Agent Team Member
Carlsbad, California, United States
$50k-$98k/yr OnsiteFull Time
Alita Ameneyro Insurance Agency
Alita Ameneyro Insurance Agency: Community-focused insurance agency offering client services and sales.
Provide customer service, support insurance agents, build client relationships, and assist with licensing training.
2w
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Senior Financial Representative
Newport Beach or United States
$99k-$165k/yr RemoteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEBachelor's degree or equivalent experience, Series 7 and 63 and 65 or 66 required, 2+ years direct client experience in financial services, strong phone and relationship management skills, proficiency with Microsoft Office and web applications.
Microsoft Office
5d
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Business Development Representative
Irvine, California, United States
$150k-$260k/yr OnsiteFull Time
ConsumerDirect
ConsumerDirect: Financial technology platform for credit management and consumer privacy
3+ YOE3+ years partnership/partnership-sales experience in financial services or SaaS, proven sales track record, bachelor’s preferred, self-motivated, coachable, strong networking and client management skills.
Seamless AI, HubSpot, LinkedIn, Zoom
1mo
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Customer Service Representative - Customs Brokerage
San Diego, California, United States
$24-$25/hr OnsiteFull Time
Expeditors
ExpeditorsNYSE: EXPD: Global logistics, freight forwarding, and customs brokerage services.
Entry-level role handling customs declaration processing, accurate data entry, client billing, compliance, and supporting process improvement and automation; requires strong Excel, Word, PowerPoint skills and analytical communication abilities.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Power BI, Co-Pilot
1w
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Customer Service Representative (Flexible Working Hours)
San Juan Capistrano, California, United States
$18-$20/hr OnsitePart Time
Destination Pet
Destination Pet: Operates a national network of pet resorts and veterinary clinics.
Managing client communications, appointment scheduling, payment processing, and administrative tasks; professional demeanor and compassion for pets; proficiency with computers and practice management software.
5d
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Account Representative - State Farm Agent Team Member
Del Mar or San Diego
$52k-$68k/yr OnsiteFull Time
Eric Smith State Farm
Eric Smith State Farm: Local agency providing auto, home, and life insurance services.
1.5+ YOEExisting California insurance license with 18+ months experience, strong communication and interpersonal skills, detail-oriented, results-driven; client services or sales experience preferred.
2w
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Life Insurance Sales Representative - Remote
San Diego, California, United States
$50k-$150k/yr RemoteFull Time
Taubman Financial Management
Taubman Financial Management: Provides life insurance and financial protection planning services.
0+ YOENo prior experience required; must be 4+ years out of high school, obtain a life insurance license in resident state, be self-motivated with excellent communication and client service skills.