6d
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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.
1mo
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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
1w
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Client Services - Client Services Specialist (California Region)
Costa Mesa or Los Angeles
$27-$30/hr HybridFull Time
3+ YOE3+ years related experience, proficiency with Microsoft Office and Vision, excellent written and verbal communication, customer service orientation, detail-oriented and able to multitask.
Vision, myVeritext, Microsoft Office
1w
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Client Services - Client Services Specialist (California Region)
Costa Mesa or Los Angeles
$27-$30/hr HybridFull Time
3+ YOE3+ years related experience, excellent written/verbal communication, customer-service orientation, proficiency with Microsoft Office and financial software, detail-oriented and able to multitask.
Vision, myVeritext, Microsoft Office
1mo
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Client Services Specialist (Temporary up to 6 months)
Santa Ana, California, United States
$48k-$52k/yr OnsiteFull Time, Temporary
0.5+ YOEHigh school diploma, minimum 6 months client service experience, intermediate Microsoft Office skills, knowledge of banking regulations and NACHA/ECCHO rules, strong communication, organizational, typing and math skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, NACHA, ECCHO
1w
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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
2w
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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
6d
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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
1w
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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
3w
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Client Service Specialist, Surety - IAS, West
Tustin, California, United States
$60k/yr HybridFull Time
1+ YOE1 year insurance experience required (2+ preferred); maintain state insurance licenses within 90 days; intermediate–advanced Microsoft Office; strong analytical, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
5d
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TEMP Client Experience Specialist (CES) - Anaheim, CA
Anaheim, California, United States
$25/hr OnsiteFull Time
Customer-service and office administration experience, high school diploma or equivalent, strong communication, multitasking, scheduling and basic hearing-aid knowledge.
Microsoft Office, HearAssist
5d
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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
5d
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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
2w
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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
2w
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Trust Operation Specialist - Client Service
Irvine, California, United States
$25-$27/hr OnsiteFull Time
2+ YOE2+ years customer success experience with detailed transactions, HS diploma required (BA preferred), knowledge of trust accounting/IRAs/alternative assets, strong communication, and intermediate Microsoft Office skills.
Microsoft Office
1mo
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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.
1mo
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Service Specialist
Colton or San Bernardino
$25-$27/hr OnsiteFull Time
Provide high-quality customer service, manage data entry into Ultra Staff, maintain confidential documents and client billing, interface with payroll/billing, and collaborate with internal teams. Valid driver’s license and car required; 3+ years transportation experience preferred.
Ultra Staff
3mo
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Technology Support Specialist, Instructional and Information Technology Services
San Marcos, California, United States
$6k-$8k/mo HybridFull Time
Intermediate to advanced IT support; endpoint and network troubleshooting; install/maintain client devices; collaborate with campus partners.
Windows, macOS, Networking, Printers, Enterprise IT
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