6d
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Client Services Advisor
San Diego, California, United States
$70k-$80k/yr HybridFull Time
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.
Salesforce, Windows, Microsoft Office
3w
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Client Services Coordinator
San Diego, California, United States
OnsiteFull Time
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
2w
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Client Services Representative
San Diego, California, United States
$20-$22/hr OnsiteFull Time
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.
1mo
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Senior Client Services Representative
San Diego, California, United States
$25-$32/hr HybridFull Time
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
3w
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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
1mo
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Client Services Specialist/Senior Client Services Specialist
Carlsbad, California, United States
$36-$46/hr HybridFull Time
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
1mo
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Sr. Professional, Client Account Services
San Diego or Dallas or United States or Canada or United Kingdom or India
$74k-$100k/yr OnsiteFull Time
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.
1mo
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Sr. Professional, Client Account Services
San Diego or Dallas
$74k-$100k/yr OnsiteFull Time
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.
2w
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Senior Associate - Client Services
La Jolla, California, United States
$105k-$120k/yr HybridFull Time
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.
Microsoft Excel, Word, Power Point, Power BI
1w
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Client Services Associate 1
San Diego, California, United States
$42k-$64k/yr OnsiteFull Time
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
Salesforce.com (SFDC)
1mo
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Client Services Executive - Strategic Resourcing - Gaming
San Diego or San Francisco or Los Angeles or Orange County or Seattle
$100k-$140k/yr OnsiteFull Time
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.
1mo
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Client Manager - Security Services
San Diego, California, United States
$75k-$85k/yr OnsiteFull Time
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
1mo
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Client Services Representative (CSR) – Drug & Alcohol Testing
Temecula, California, United States
$42k-$44k/yr OnsiteFull Time
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.
Microsoft Excel
4d
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Treasury Management Client Services Associate II
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yr OnsiteFull Time
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
2mo
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Client Relationship Executive - RCMS Managed Services
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/yr OnsiteFull Time
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.
4w
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Human Resource Client Services Manager
Santee, California, United States
$71k-$97k/yr HybridFull Time
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.
HRIS
2mo
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Client Service Coordinator - 000144
Encinitas, California, United States
$17-$22/hr OnsitePart Time
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.
3w
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOE2 years client service experience in finance preferred; Series 7 and 66 preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1mo
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsitePart Time
2+ YOEPrefer Series 7/66, ~2 years client service experience in finance, excellent communication, strong attention to detail, and proficiency in Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
1mo
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Client Analyst
San Diego, California, United States
$41k-$77k/yr OnsiteFull Time
1+ YOEProvide support for client administrators and managers on property & casualty accounts; bachelor’s degree or 1–2 years P&C experience required; maintain California Fire & Casualty Solicitors license; pursue AAI/AINS/INS designations; proficient with ImageRight, Sagitta, and Microsoft Office.
ImageRight, Sagitta, Microsoft Word, Microsoft Excel, Microsoft Outlook, iPad
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