26 client services representative jobs at 19 companies in Vista, CA
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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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Customer Service Representative - Customs Brokerage
San Diego, California, United States
$24-$25/hrOnsiteFull Time
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
Customer Service Representative (Flexible Working Hours)
San Juan Capistrano, California, United States
$18-$20/hrOnsitePart Time
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.
Account Representative - State Farm Agent Team Member
Del Mar or San Diego
$52k-$68k/yrOnsiteFull Time
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.
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.