74 client services specialist jobs at 52 companies in Bonsall, CA
2w
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Client Services Specialist
Corona, California, United States
OnsiteFull Time
Respond to inbound sales and client needs, manage online orders, attain product expertise, participate in ongoing training, and provide customer feedback; strong communication, organization, technology fluency, and autonomous problem-solving.
2mo
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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
3d
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Client Escalation Specialist
Irvine, California, United States
$25-$28/hr OnsiteFull Time
3+ YOERequires 3+ years in call center, client experience, or sales; escalation handling; CRM experience; strong communication, analytical, problem-solving, emotional intelligence, and conflict resolution skills; high school diploma or GED.
CRM, Salesforce
3w
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Client Support Specialist
San Diego, California, United States
$24-$26/hr RemoteFull Time
Experience in payroll/customer service, strong phone and web-based support skills, Microsoft Office (Excel/Word/Outlook) proficiency, knowledge of wage/hour laws and payroll taxes, strong communication and analytical skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook
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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Client Service Specialist II
San Diego, California, United States
$70k-$90k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years in financial services, strong communication and organization skills, MS Office proficiency, and experience with wealth management systems preferred.
Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Client Relationship Specialist - San Diego, CA
San Diego, California, United States
$27-$44/hr OnsiteFull Time
1+ YOE1+ year client-facing or customer service experience; strong attention to detail, active listening, collaboration, adaptability, and coachability.
1mo
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Client Support Specialist
Newport Beach, California, United States
$20-$25/hr OnsiteFull Time
1+ YOEHigh school diploma/GED required (college preferred). 1-2 years insurance experience preferred. Willingness to obtain required insurance license within 1 year if unlicensed. Proficiency with Microsoft Office/Outlook and agency management systems; strong communication and problem-solving skills.
Microsoft Office Suite, Microsoft Outlook, agency management systems
3mo
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Junior Client Success Specialist
Irvine, California, United States
$23/hr OnsiteFull Time
1+ YOEHigh school diploma required; 0–1 year in a high-volume call center or customer service; bilingual English/Spanish preferred.
Google Sheets, CRM, Microsoft Office
2w
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Family Services Specialist
Santa Ana, California, United States
$19-$23/hr OnsiteFull Time, Seasonal
1+ YOEBilingual required; credential/AA/BA in child development, social science, or related field; 1+ year client casework experience for higher levels; knowledge of community resources and ChildPlus database.
ChildPlus
1d
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Client Relations & Enrollment Specialist
San Diego, California, United States
$26-$28/hr OnsiteFull Time
Bachelor's degree or equivalent experience, client services or case management experience, strong communication and problem-solving skills, EHR and Microsoft Office proficiency, and a valid California driver's license.
Electronic Health Records (EHR), Microsoft Office Suite
2d
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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
2w
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Client Success Support Specialist
Irvine, California, United States
$22-$26/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent,1+ year customer service/administrative experience in healthcare,experience with ticketing systems (Zendesk preferred),Microsoft Office/Adobe experience,strong communication and multitasking skills.
Zendesk, Adobe Creative Cloud, Microsoft Office Suite
2w
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Client Support Specialist, Royalty Share - The Orchard
San Diego, California, United States
$71k-$75k/yr OnsiteFull Time
3+ YOE3+ years customer service/technical project management supporting complex software, strong data analysis and Excel, experience with Zendesk and JIRA, excellent communication and problem-solving.
Microsoft Excel, Zendesk, JIRA
2w
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Client Support Specialist, Royalty Share - The Orchard
San Diego, California, United States
$71k-$75k/yr HybridFull Time
3+ YOE3+ years customer service/technical project support experience, strong data analysis and communication skills, Excel proficiency, experience with Zendesk and JIRA, ability to diagnose data file issues and document cases.
Microsoft Excel, Zendesk, JIRA
3w
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Client Support Specialist - Greater San Diego, CA Area (REMOTE)
San Diego or Rancho Bernardo or Irvine or Mission Viejo or Newport Beach
$44k-$80k/yr RemoteFull Time
2+ YOERequires Series 7 and 2–3 years of financial services experience; Series 63 required or obtainable within 90 days. Needs financial planning knowledge, customer service, problem resolution, communication, influence, and organization skills.
FINRA
3w
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Client Engagement Specialist (Rose Canyon), Safe Parking Program
San Diego, California, United States
$20-$21/hr OnsiteFull Time
1+ YOE1+ year related experience, strong communication, database and mobile tech skills, ability to work flexible overnight shifts including weekends/holidays, reliable transportation, ability to stand/walk and lift 20-25 lbs.
ETOi
6d
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Treasury Management Operations Specialist (Client Support)
Irvine, California, United States
$26-$33/hr OnsiteFull Time
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience, client service and operations expertise, team leadership ability, Microsoft Office proficiency, troubleshooting skills, and knowledge of Treasury Management products and NACHA rules.
Microsoft Office, Microsoft Excel, Microsoft Word, NACHA
1mo
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Trust Operation Specialist - Client Service
Orange, California, United States
$23-$27/hr OnsiteFull Time
2+ YOEHS diploma/GED required; 2+ years in customer success or detailed transaction role; call center experience preferred; working knowledge of trust accounting, IRAs, alternative assets; proficiency with MS Office and banking software; CISP and SDIP preferred.
Microsoft Office
2mo
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Business Development Specialist - Educational Services
San Diego, California, United States
$65k/yr OnsiteFull Time
Bachelor's degree (or equivalent industry experience), sales-oriented mindset, strong verbal/written communication, comfortable with high-volume outbound client outreach, goal-driven and consultative selling aptitude.
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