357 client services specialist jobs at 198 companies in California
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
3mo
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Client Services Specialist I
El Monte, California, United States
$22-$25/hr OnsiteFull Time
2+ YOEHS diploma; 0-2 years data entry and client support in healthcare; CRM experience; PHI/HIPAA knowledge; medical terminology preferred; 60 wpm typing; strong communication; MS Office; project organization; independent and cross-functional work; multitasking; meet deadlines.
1mo
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Client Services Specialist II - Theaters and Residencies
Los Angeles, California, United States
$21-$24/hr OnsiteFull Time
2+ YOE2+ years live event ticketing experience preferred, high school diploma required (BA/BS preferred), proficiency with Microsoft Office, strong written and verbal communication, and ability to manage multiple priorities in a fast-paced environment.
AXS, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Client Services Specialist II - Theaters and Residencies
Los Angeles, California, United States
$21-$24/hr OnsiteFull Time
2+ YOE2+ years live event ticketing or event programming experience, High School diploma (BA/BS preferred), proficiency with Microsoft Word/Excel/Outlook, strong written/verbal communication, ability to learn software quickly and handle multiple priorities.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3mo
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Client Specialist
West Hollywood, California, United States
$20/hr OnsitePart Time
Provide front-desk hospitality, assist clients with bookings and purchases, operate Fuel Bar and POS, maintain studio cleanliness, and lift/move up to 50 lbs. Weekend and flexible shift availability required.
POS, telephone, computer
6d
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Client Service Specialist
Ojai, California, United States
$28-$45/hr OnsiteFull Time
Bachelor's degree required; strong communication, interpersonal, organizational, time-management, computer, problem-solving, and client service skills. Financial services experience is helpful but not required.
CRM
1w
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Religious Client Services Spclst
Seal Beach, California, United States
$25-$38/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and 2+ years of new account and operational experience preferred. Requires English proficiency, Microsoft Office skills, customer service, telephone, critical thinking, judgment, and problem-solving abilities.
Microsoft Word, Microsoft Excel, BOSS (CRM)
5d
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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
6d
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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
5d
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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; cross-functional technology initiatives; reporting and analysis; strong communication and root cause analysis skills.
Modern Health, Financial Finesse
4d
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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
1mo
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Client Experience Specialist
Los Angeles, California, United States
OnsiteFull Time
Proven client-facing experience, strong written/verbal communication, de-escalation skills, attention to detail, bilingual English/Spanish, proficiency with Microsoft Office; bachelor’s degree or equivalent experience.
Microsoft Office, CRM
1w
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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
2mo
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Client Service Specialist
Santa Barbara, California, United States
$19-$21/hr OnsitePart Time
1+ YOE1+ year customer service or healthcare experience; home healthcare preferred; proficient with Microsoft Office; strong communication and organization; able to multitask in fast-paced environment
Microsoft Office, Technology platforms
2w
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Client Service Specialist
Los Angeles, California, United States
$20-$22/hr OnsiteFull Time
2+ YOEHigh school diploma, minimum 2 years customer service experience (banking preferred), strong communication, problem-solving, multitasking, PC proficiency; bilingual (English/Chinese) preferred.
Microsoft Excel, Microsoft Word
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