65 client services specialist jobs at 46 companies in Temecula, CA
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Client Services Specialist
Corona, California, United States
OnsiteFull Time
GME Supply: Sells industrial safety equipment and gear for trade professionals.
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.
Aldrich: Provides accounting, tax, wealth, and business advisory services.
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
Veritext: Provider of technology-enabled court reporting and litigation support services.
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.
Veritext: Providing court reporting and litigation support services.
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.
TaxRise: Provides tax resolution and IRS debt settlement services.
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.
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEHigh school diploma or GED; 3+ years treasury product services experience; strong communication; MS Office; customer service in financial sector.
Hub International: Provides global insurance brokerage and risk management 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
Community Action Partnership of San Luis Obispo County: Provides social services to help people achieve economic self-sufficiency.
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.
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/yrOnsiteFull Time
Goodwin Procter: Legal services for innovators and investors in high-growth industries.
4+ YOEBachelor's degree and 4+ years in events or sponsorships, ideally professional services; strong organization, communication, analytical, computer, Microsoft Office, and CRM skills.
Gnosis for Her: Providing mobile 3D breast CT imaging and diagnostic services.
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
Client Support Specialist – Greater Los Angeles, CA Area (REMOTE)
Los Angeles or Thousand Oaks or Santa Monica or Seal Beach or Pasadena or Torrance or Brea or Burbank or Woodland Hills or Rancho Cucamonga
$44k-$80k/yrRemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOESeries 7 required; Series 63 required or obtainable within 90 days; 2–3 years of financial services experience; client support, problem resolution, communication, and financial planning knowledge.
Client Engagement Specialist (Rose Canyon), Safe Parking Program
San Diego, California, United States
$20-$21/hrOnsiteFull Time
Jewish Family Service of San Diego: Provides comprehensive social services and support to the community.
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.
3+ YOE5+ MgmtRequires 3 years of Treasury Management Client Support experience, client service and operations expertise, team leadership ability, Microsoft Office proficiency, troubleshooting skills, and knowledge of Treasury Management products and NACHA rules.
Microsoft Office, Microsoft Excel, Microsoft Word, NACHA
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
2+ YOERequires 2+ years in customer service and call handling, strong communication, English proficiency, organization, adaptability, and a GED or high school diploma.
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
2+ YOEHS diploma/GED required; 2+ years in customer success or detailed transaction role; call center experience preferred; working knowledge of trust accounting, IRAs, alternative assets; proficiency with MS Office and banking software; CISP and SDIP preferred.
TrueBlueNYSE: TBI: Provides specialized staffing and recruitment process outsourcing services.
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.
On Call Peer Support Specialist - Crisis Residential 342
Riverside, California, United States
$23/hrOnsitePart Time
Telecare: Operates behavioral health programs and psychiatric treatment facilities.
High school diploma/GED, maintained peer certification (CalMHSA Medi-Cal Peer Support Specialist in CA), lived experience as behavioral health service beneficiary, valid driver\u0002s license and vehicle insurance, willingness to transport clients.
Mendocino Farms: A fast-casual restaurant chain serving chef-inspired sandwiches and salads.
Seeking personable, hospitable team members who enjoy helping guests, selling catering services, connecting with clients, and leading catering team execution.