44 client services specialist jobs at 30 companies in Dixon, CA
3d
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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
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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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.
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
6d
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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.
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.
1mo
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Client Intake Specialist/Legal Assistant
Roseville, California, United States
$23-$28/hr OnsiteFull Time
High school diploma, strong phone-based customer service and verbal communication, attention to detail, ability to sit for extended periods and lift up to 15 lbs, basic administrative experience preferred.
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)
2mo
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Per Diem Client Care Specialist
Sacramento, California, United States
$19-$24/hr OnsitePart Time
2+ YOECalifornia RVT or VACSP required, 2–3 years veterinary experience (2 years in emergency/specialty or 3 years general practice), skills in emergency nursing, anesthesia, phlebotomy, medication administration, and strong communication.
3w
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Client Support Specialist - Greater Sacramento, CA Area (REMOTE)
Sacramento or Roseville or Folsom
$44k-$80k/yr RemoteFull Time
2+ YOERequires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, financial planning knowledge, customer service skills, and strong communication.
1w
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Peer Support Specialist
Fairfield, California, United States
$22-$26/hr FieldFull Time
Requires Medi-Cal Peer Support Specialist certification, high school diploma or equivalent, California driver's license, recovery lived experience, screenings, and ability to document services and assist clients physically.
Electronic health record systems, HIPAA
2w
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Director, Defined Contribution Specialist
Sacramento, California, United States
$180k-$200k/yr HybridFull Time
College degree required; client-facing sales or product specialist experience; Series 7 and Series 63 required; other securities licenses may be required; responsible for driving sales and servicing defined contribution advisors.
1mo
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Retail Specialist
Sacramento, California, United States
$22/hr OnsiteFull Time
High school diploma or GED, state guard certification and client-required certifications, maintain uniform and grooming standards, interpersonal skills and professional attitude.
1mo
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Housing Specialist
United States or Sacramento
$35/hr RemotePart Time, Contract
Experience procuring housing for justice-involved individuals or people with mental illness; California residency; ability to develop landlord relationships and evaluate housing for client release conditions.
3w
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Corporate Specialist
Sacramento, California, United States
$65k-$85k/yr OnsiteFull Time
Prepare and submit corporate filings, communicate with state jurisdictions, receive/process service of process, build client relationships, and identify revenue opportunities; valid US driver’s license required.
1mo
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Lactation Specialist
Stockton, California, United States
$25-$30/hr OnsitePart Time
Provide breastfeeding counseling, lactation management, client assessment, and breastfeeding problem resolution in a public health clinical setting; background check required.
1mo
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Stretch Specialist
Folsom, California, United States
$17/hr OnsitePart Time
1+ YOECertified personal trainer with CPR/AED certification, knowledge of assisted stretching and recovery, ability to lift up to 50 lb, high school diploma, and ability to lead client stretching and recovery sessions.
PNF, Hypervolt percussion
4d
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Peer Support Specialist
Sacramento, California, United States
$23-$26/yr OnsiteFull Time
High school diploma or GED, lived experience with mental health services, effective communication, valid driver's license, first aid card, background clearance, health screening, and ability to assist clients physically.
Microsoft Word, Microsoft Excel, inventory software, internet software, order processing systems, database software
2w
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Senior Human Resource Specialist
Walnut Creek, California, United States
$78k-$88k/yr OnsiteFull Time
Experienced HR professional supporting HR solutions, client partnership, and employee programs; strong communication and client service skills.
1mo
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Behavioral Health Specialist II
Roseville or Coloma or Rancho Cordova
$25-$27/hr FieldFull Time
0+ YOE0-2 years varied mental health experience (positions range up to 4 years); preferred bachelor's in Social Work or related field. Must document client records, provide community-based services, drive for client visits, and possess valid CA driver's license and insurance.
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