144 client services specialist jobs at 86 companies in Bay Point, CA
2d
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Client Service Specialist
Santa Rosa, California, United States
$70k-$75k/yr HybridFull Time
3+ YOERequires 3+ years in the RIA industry with custodian and client-facing service experience, knowledge of back-office processes, Salesforce or similar CRM proficiency, strong organization, problem-solving, communication, and teamwork skills.
Microsoft Teams, Salesforce, Charles Schwab, Fidelity, CRM
2mo
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Digital Marketing & Creative Client Services Specialist
San Jose, California, United States
OnsiteFull Time
Experience in digital marketing, social media, or client-focused campaigns; proficient in Photoshop, photography, and video editing; experienced with email marketing, web banners, and digital ad placements; strong organizational skills and ability to translate analytics into insights; good communication and collaboration.
Photoshop, Video editing, Photography, Email marketing, Social media management, Web banners
3mo
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Client Specialist
Mill Valley, California, United States
$28-$42/hr OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organizational, compliance, and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
3d
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Senior Specialist, Client Services Continuous Improvement
San Francisco, California, United States
$103k-$115k/yr HybridFull Time
4+ YOERequires 4–6 years in project support, continuous improvement, operations, business analysis, or technical problem solving, plus cross-functional initiative, reporting, analytical, project management, and communication skills.
FSA, HSA, Modern Health, Financial Finesse
1d
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Client Support Specialist
United States or San Francisco or New York City or Los Angeles or Boston or Seattle or Washington or San Diego or Chicago or Austin or Dallas or Portland or Denver or Philadelphia or Baltimore or Sacramento or Minneapolis or Miami or Atlanta or Phoenix or Orlando or Las Vegas or Salt Lake City or Madison or Birmingham or San Antonio or Spokane or Toronto
$18-$28/hr RemoteFull Time
2+ YOE2+ years in client or customer support; strong communication, organization, accuracy, troubleshooting, flexibility, process improvement, and familiarity with customer support tools.
LiveChat, HubSpot
3w
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Client Arrangements Specialist
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yr OnsiteFull Time
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
1mo
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Associate, Client Onboarding Specialist
Foster City, California, United States
$70k-$100k/yr HybridFull Time
1+ YOEBachelor's degree required; 1+ years client service/onboarding or financial services experience preferred. Strong communication, organization, attention to detail, judgment, and client-service mindset. Salesforce experience a plus.
Salesforce
2mo
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Wealth Client Specialist - San Francisco
San Francisco, California, United States
$32-$43/hr OnsiteFull Time
0+ YOEBachelor's degree or HS+4yrs experience in sales/customer service/operations. Experience in wealth management/trust preferred; knowledge of trust administration; strong client service and analytical skills.
3w
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Premier Client Specialist
Berkeley, California, United States
$63k-$117k/yr OnsiteFull Time
3+ YOE3+ years financial services experience preferred; required securities and insurance registrations within 120 days (SIE, Series 6,63,65; state life & health); knowledge of deposit, lending, investment and advisory products.
4w
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Client Experience Specialist
Fremont, California, United States
$63k-$76k/yr HybridFull Time
0+ YOE0-3 years patient/physician-facing experience, strong communication and organizational skills, familiarity with clinical workflows, and prior use of Salesforce/Service Cloud, LIMS, and G Suite preferred.
Salesforce/Service Cloud, LIMS, G Suite
1mo
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Platinum Services Specialist
Livermore, California, United States
$32-$41/hr OnsiteFull Time
2+ YOE2+ years banking experience preferred, knowledge of treasury products, proficiency with Windows and Microsoft Office, strong communication, analytical, multitasking, and client service skills.
Windows, Microsoft Office, Zelle, Remote Deposit Capture, Positive Pay, ACH, Wire, CDARS
1mo
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Client Service Specialist
Santa Rosa, California, United States
$25-$32/hr OnsiteFull Time
Prior workers' compensation experience required, property & casualty license required, high school diploma required, proficiency with Nexsure and Microsoft Office, strong communication and organizational skills.
Nexsure, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Teams, Google, Bing
1w
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Sr Client Accounts Specialist
Chicago or Austin or Dallas or Houston or Los Angeles or Minneapolis or Palo Alto or Phoenix or San Diego or San Francisco or Seattle
$37-$58/hr HybridFull Time
5+ YOEHigh school diploma or GED and five years of direct billing or client accounts experience in law or professional services, including domestic, global, and electronic billing; advanced Excel and accounting systems proficiency required.
Microsoft Excel, Elite, Aderant, eHub, Bill Blast, LEDES
1w
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Business Services Specialist
Livermore, California, United States
$32-$41/hr OnsiteFull Time
2+ YOETwo years of banking sales, customer service, or client support preferred; high school diploma or GED required. Requires Microsoft Office proficiency, clear communication, organizational skills, and regulatory knowledge preferred.
Microsoft Office, ACH Origination, Wire Transfers, Positive Pay, Remote Deposit Capture System (RDC), Business Online Banking (BOB)
5d
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Client Relationship Specialist - San Ramon, CA
San Ramon, California, United States
$29-$48/hr OnsiteFull Time
Requires 1+ year of client-facing or customer service experience, strong attention to detail, active listening, collaboration, adaptability, coachability, and effective communication.
3w
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Client Onboarding Specialist
Chicago or Royal Oak or New York City or San Francisco
$47k-$67k/yr HybridFull Time
2+ YOE2+ years customer success experience, bachelor\u0002s degree required, executive communication, project management, Salesforce familiarity, strong analytical and stakeholder coordination skills.
Salesforce
2mo
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Client Support Specialist
Sacramento, California, United States
OnsiteFull Time
1+ YOECaregiving experience preferred; CNA or related experience a plus; valid driver’s license; reliable transportation; ability to travel; strong communication and organizational skills; background check required.
4d
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Specialist, Client Engagements & Sponsorships
Boston or Orange County or New York City or Santa Monica or Silicon Valley or Los Angeles or San Diego or San Francisco or Philadelphia
$80k-$110k/yr OnsiteFull Time
4+ YOEBachelor's degree and 4+ years in events or sponsorships, ideally professional services; strong organization, communication, analytical, computer, Microsoft Office, and CRM skills.
Microsoft Office, Dynamics, InterAction, CRM
1mo
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Senior Client Account Specialist
Austin or Boston or Chattanooga or Chicago or Dallas or Denver or Houston or Jefferson City or Kansas City or Los Angeles or Madison or Milwaukee or Minneapolis or Nashville or Oakland or Omaha or Phoenix or Providence or Springfield or Saint Louis or Washington or Multiple Locations or Virtual Office
$54k-$120k/yr HybridFull Time
5+ YOE5+ years accounting experience in professional services preferred, bachelors degree preferred, strong accounting/analytical skills, high attention to detail, Microsoft Office, ARCS Collections Software and Elite proficiency.
Microsoft Office Suite, ARCS Collections Software, Elite
2mo
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Client & Family Support Specialist
Santa Rosa, California, United States
$25-$27/hr FieldFull Time
2+ YOEMinimum 2 years community health or social services experience; high school diploma required (Associate/Bachelor preferred); valid California driver’s license and reliable transportation; proficiency with EHR and technology; strong communication, cultural competency, and knowledge of behavioral health systems; shared lived experience prioritized.
Electronic Health Record (EHR)
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