113 client services specialist jobs at 75 companies in Monterey Park, CA
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Client Services Specialist
Ontario, California, United States
$24-$32/hrOnsiteFull Time
Citizens Financial GroupNYSE: CFG: US regional bank holding providing diverse financial services.
1+ YOEBachelor's degree or 1–3 years of related experience. Requires strong organization, communication, customer service, documentation, account administration, Microsoft Office, SQL, and financial systems skills.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, SQL, Weblink, Bridger, FIS Reliance, AddVantage Trust Accounting System, Microsoft Outlook
GME Supply: North America's premier outfitter of fall protection, safety equipment, and gear for at-height workers.
Strong technology fluency, written and oral communication, organization, autonomous decision-making, problem resolution, teamwork, and willingness to complete ongoing product and procedural training.
CalPrivate Bank: Private commercial and private bank serving successful individuals, businesses, entrepreneurs, and trusted advisors in coastal Southern California.
5+ YOEMinimum 5 years of banking experience, 2 years of new account experience, 1 year of sales experience, cash handling experience, and knowledge of banking policies, procedures, and regulatory compliance.
Barry's: Global boutique fitness studio chain specializing in high-intensity interval training.
Requires strong hospitality, communication, cleaning, teamwork, and client service skills; availability for at least 24 hours weekly, including mornings, evenings, and one weekend day; applicants must be 18 or older.
City National Bank: Commercial and private banking services for businesses and individuals.
2+ YOERequires 2+ years in bank branch or operations work with cash handling, 2+ years customer service and computer experience, plus banking knowledge, communication, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Farmers & Merchants Bank of Long BeachOTCQX: FMBL: California state-chartered community bank providing business and consumer banking services across Southern California.
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.
TaxRise: Tax-resolution firm helping individuals, families, and business owners resolve IRS and state tax debt.
3+ YOERequires 3+ years in call center, client experience, or sales; escalated client interaction experience; CRM experience; strong analytical, communication, negotiation, and conflict resolution skills; and a high school diploma or GED.
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/yrOnsiteFull Time
McDermott Will & Emery: Global law firm advising businesses, institutions and individuals on complex commercial, tax, healthcare and private-capital matters.
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
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/hrRemoteFull Time
Roo: U.S. veterinary staffing marketplace connecting veterinarians and technicians with animal hospitals for relief and hiring work.
2+ YOERequires 2+ years of client or customer support experience, strong communication and organizational skills, accuracy, flexibility, process improvement ability, and familiarity with customer support software.
Feature: Las Vegas-based sneaker and high-end apparel retailer serving shoppers through brick-and-mortar stores and an online boutique.
2+ YOERequires 2–3 years of retail sales or client service experience, customer-focused communication skills, organization, initiative, adaptability, and the ability to work independently and collaboratively.
IEQ Capital: Independent employee-owned registered investment adviser and family office serving high-net-worth families with investment management and wealth services.
1+ YOEBachelor's degree required. 1-3 years relevant client service/onboarding/operations experience preferred. Strong communication, organization, attention to detail, Salesforce experience a plus.
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/hrHybridFull Time
DLA Piper: A global law firm providing comprehensive legal and business services.
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
Cathay BankNASDAQ: CATY: Commercial bank providing financial services to individuals and businesses.
2+ YOEMinimum two years customer service and banking experience; strong problem-solving, multitasking, verbal/written communication; PC proficiency with Excel and Word; high school diploma or equivalent.
WildBrainToronto Stock Exchange: WILD: Public Canadian family-entertainment producing, distributing and licensing content and brands for children and families worldwide.
Experience in ad sales support or media agencies, digital advertising prospecting or sales, strong organization and communication skills, and proficiency in Microsoft Word, Excel, and PowerPoint.
YouTube, HubSpot, Winmo, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
HUB International: Global insurance brokerage providing risk management and financial services.
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
Atticus: Public-interest law firm helping Americans in crisis find lawyers, plus a legal recruiting service for law firms.
3+ YOE3+ years professional experience in customer-facing roles; strong verbal and written communication; quick learner able to master internal platforms; empathetic and metrics-driven.
MidFirst Bank: Privately owned bank providing personal and commercial financial services.
3+ YOERequires 3+ years of central operations or wire room experience, customer service and communication skills, attention to detail, organizational skills, wire transfer knowledge, and Microsoft applications proficiency.
Microsoft Word, Microsoft Outlook, Microsoft Excel
Child, Youth and Family Services: Nonprofit early-learning and child-care division serving income-eligible children and families across ten California counties.
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.
Forest Lawn: Nonprofit Southern California funeral service provider operating memorial parks, mortuaries, cremation facilities, and a museum for families.
1+ YOEHigh school diploma/GED, 1–2 years of inbound/outbound call center experience, 45 WPM typing, PC literacy, customer service experience, flexible shift availability, and Spanish or Armenian language ability.