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100 client services specialist jobs at 63 companies in Berkeley, CA

2w
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Client Service Specialist
Santa Rosa, California, United States
$70k-$75k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
3+ YOE3+ years RIA industry client-facing service experience with custodians (Charles Schwab, Fidelity); proficiency with Salesforce CRM; strong communication, problem-solving, organization, and multitasking skills.
Salesforce, Microsoft Teams
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2w
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Client Service Specialist
Santa Rosa, California, United States
$70k-$75k/yr HybridFull Time
Focus Partners Wealth
Focus Partners Wealth: Provides personalized wealth management and financial planning services.
3+ YOE3+ years RIA industry client-facing service experience with custodians (Charles Schwab, Fidelity); proficiency with Salesforce/CRM and Microsoft Teams; strong communication, problem-solving, organization, and ability to manage multiple requests.
Salesforce, Microsoft Teams
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1mo
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Digital Marketing & Creative Client Services Specialist
San Jose, California, United States
OnsiteFull Time
Connoisseur Media
Connoisseur Media: Broadcast and digital media operating radio stations and marketing solutions.
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
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3w
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Associate, Client Onboarding Specialist
Foster City, California, United States
$70k-$100k/yr HybridFull Time
IEQ Capital
IEQ Capital: Provides wealth management and investment services for high-net-worth clients.
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
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Client Service Specialist - Commercial Lines
Oroville or Sacramento or Stockton or Pleasant Hill or Napa
$15-$36/hr OnsiteFull Time
Relation Insurance
Relation Insurance: Provides insurance brokerage and risk management services.
1+ YOEHandles client service tasks for commercial lines, endorsements, renewals, and policy servicing; license/education required; 1+ year CS experience preferred.
Microsoft Office, Agency Management System
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Wealth Client Specialist - San Francisco
San Francisco, California, United States
$32-$43/hr OnsiteFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
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.
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4d
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Client Experience Specialist
Fremont, California, United States
$63k-$76k/yr HybridFull Time
Personalis
PersonalisNASDAQ: PSNL: Provides genomic sequencing and diagnostic testing for cancer management.
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
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2mo
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Client Experience Specialist II
Santa Clara, California, United States
$64k-$68k/yr OnsiteAll Commitments Available
One Workplace
One Workplace: Provides integrated furniture, architectural, and technology workplace solutions.
1+ YOEAssist sales team with pre-sales tasks and client experience; coordinate pre-project activities; provide exceptional customer service; learn internal systems.
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2w
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Client Service Specialist
Santa Rosa, California, United States
$25-$32/hr OnsiteFull Time
Amwins
Amwins: Wholesale insurance distributor and group benefits administrator.
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
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2d
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Client Care Specialist (temporary)
Napa, California, United States
$22/hr OnsiteFull Time
Gateway Services
Gateway Services: Provides pet cremation, burial, and memorial aftercare services.
Provide empathetic customer support to veterinary clinics and pet parents, accurately enter service requests, coordinate with operations; previous customer service preferred; on-site work required.
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2mo
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Premier Client Specialist
Fremont, California, United States
$63k-$117k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
3+ YOETypically 3+ years in financial services; SIE, Series 6/63/65; Life/Health licenses; strong relationship management and sales skills; knowledge of banking and investment products.
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1w
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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
Husch Blackwell
Husch Blackwell: A nationwide firm providing industry-focused legal and litigation services.
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
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1mo
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Client & Family Support Specialist
Santa Rosa, California, United States
$25-$27/hr FieldFull Time
Pacific Health Group
Pacific Health Group: Integrated healthcare and social support for vulnerable California communities.
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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1mo
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Treasury Client Service Support Specialist II
Saint Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEProvide treasury product support and client service; troubleshoot systems, review account setup for compliance, and research/resolve client treasury issues. Requires 2+ years financial institution experience and high school diploma or equivalent.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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1mo
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Client Support Specialist, Business Insurance
Columbia or Stanford
$36k-$66k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOE2+ years in a fast-paced office environment; strong Microsoft Office (Word, Excel, Outlook) skills; property & casualty insurance license or ability to obtain within 90 days; experience with surety, contracts, accounting, or agency software is a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Sagitta, Image Right, Tinubu
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1d
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Client Specialist - Mens, Part Time - Valley Fair
Santa Clara, California, United States
$18-$25/hr OnsitePart Time
Macy's
Macy'sNYSE: M: Operates department stores selling apparel, home goods, and luxury items.
1+ YOEHigh school diploma and 1-2 years related retail or sales experience; strong communication, product knowledge, customer service, and ability to work a flexible schedule.
cash register, handheld equipment
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1mo
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Client Contact Center Specialist
Livermore, California, United States
$26-$35/hr OnsiteFull Time
Fremont Bank
Fremont Bank: A regional community bank providing retail and commercial financial services.
2+ YOEAssociate degree or equivalent experience, 2 years call center experience, retail banking and telemarketing experience, strong customer service and communication, multitasking across multiple applications, meet quarterly sales goals, flexible schedule including weekends/holidays.
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4w
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Specialist, Client Programs and Events
Palo Alto or Los Angeles
$105k-$115k/yr HybridFull Time
Skadden
Skadden: Global law firm providing legal advisory and litigation services.
5+ YOE5+ years professional services experience; bachelor's degree; event planning and execution, budgeting, vendor negotiation, AV/webinar production, CRM and database familiarity, Microsoft Outlook/Excel/PowerPoint, strong communication and organizational skills.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, CRM
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COMMUNITY SERVICES SPECIALIST - Alameda OP **40hrs/week**
San Jose, California, United States
$35-$39/hr FieldFull Time
Momentum for Health
Momentum for Health: Provides mental health treatment and residential care services.
1+ YOEProvide mental health rehabilitation and case management, complete clinical documentation, coordinate care and community resources, perform client transport and crisis intervention. Requires relevant education plus progressive experience, criminal records clearance, CA driver license, and typing/computer proficiency.
Microsoft Office, Windows, UNIX
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1mo
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AI Sales Specialist, Financial Services, Google Cloud
New York or Atlanta or Austin or Cambridge or Charlotte or San Francisco or Sunnyvale or Chicago
$138k-$201k/yr OnsiteFull Time
Google
GoogleNASDAQ: GOOGL: Provides online search, advertising, cloud computing, and consumer electronics.
10+ YOEBachelor's degree or equivalent; 10 years in enterprise software/cloud/AI business roles; experience identifying AI use cases and working with financial services clients; strong executive relationship and account development skills.
Google Cloud, Vertex AI, Gemini
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