Spring Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Spring Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Spring Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Spring Valley • 50 milesRemote · Hybrid · Onsite · Field · All Environments
33 client services specialist jobs at 21 companies in Spring Valley, CA
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
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
2d
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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
3d
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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 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
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.
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
1w
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eBilling Specialist
Atlanta or Pittsburgh or Los Angeles or North America or Boston or Houston or New Orleans or Philadelphia or Dallas or Charlotte or Washington, D.C. or San Francisco or Providence or San Diego or Orange County or Richmond or Virginia Beach or Chicago or Miami or Rochester or West Palm Beach
$60k-$95k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent experience, 2+ years of eBilling experience, Microsoft Excel proficiency, strong communication, client service, problem-solving, prioritization, and deadline management skills.
Microsoft Excel, BillBlast, eBillingHub, Aderant/CMS
2w
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Housing Specialist
San Diego, California, United States
$78k-$95k/yr OnsiteFull Time, Temporary
2+ YOEPerform client intakes and assessments, provide case management and landlord engagement, maintain compliant records, use Yardi/Salesforce/HMIS, and prepare reports; bachelor's degree preferred and 2 years housing program experience.
Yardi, Salesforce, HMIS
3d
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Billing Specialist Contractor
San Diego or Menifee or Murrieta or San Bernardino or Temecula or Newport Beach
$20-$30/hr RemoteMultiple Commitments Available
High school diploma or equivalent required. Legal billing or law firm experience preferred; collections or accounts receivable experience is a plus. Requires organization, attention to detail, client service, confidentiality, and deadline management.
WIP, pre-bills
2w
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Security Specialist - Part Time
Chula Vista, California, United States
$24/hr OnsitePart Time
High school diploma or GED, state Guard Certification and client certifications required, maintain uniform and grooming standards, strong interpersonal skills.
4w
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Personal Care Giver Specialist
Escondido, California, United States
$20-$23/hr FieldFull Time, Part Time
Must be 18+, cleared on Home Care Aide Registry, current TB certificate, valid I-9 documents, completed LIC forms, and entry-level training prior to client presence.
2mo
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Mental Health Rehab Specialist - Mental Health 184
San Diego, California, United States
$26-$33/hr FieldFull Time
2+ YOEDegree in social work/psychology/counseling/human services with required years of direct mental health experience (2–6 years depending on degree); valid driver’s license, insured vehicle, and willingness to drive clients; experience with psychiatric rehabilitation, case management, crisis intervention, and trauma-informed care.
1mo
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Design Sales Specialist/Home Stylist, Part Time Flex, UTC San Diego- Pottery Barn Kids
San Diego or San Francisco
$18-$22/hr OnsitePart Time
1+ YOEProvide in-store and in-home design consultations, measure client spaces, create design plans, complete sales, maintain product knowledge; 1-2 years retail or customer service experience preferred; able to lift up to 75 lbs and be mobile on the sales floor.
1mo
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Case Manager I, Employment Specialist - NCSH Residential
Escondido, California, United States
$23-$25/hr OnsiteFull Time
Coordinate client intake, benefits, housing, employment and community linkages; complete assessments and documentation (VI-SPDAT, progress notes, UA tests); meet productivity target of 25 client care hours/week; must pass background and livescan.
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