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62 client services specialist jobs at 45 companies in Vista, CA

2mo
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Client Services Specialist/Senior Client Services Specialist
Carlsbad, California, United States
$36-$46/hr HybridFull Time
Aldrich
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
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3d
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Client Specialist
Newport Beach, California, United States
$17/hr OnsitePart Time
Barry's
Barry's: Boutique fitness studios providing high-intensity interval training classes.
Strong hospitality, communication, cleaning, customer service, teamwork, and problem-solving skills; availability for at least 24 hours weekly, including one weekend day; applicants must be at least 18.
POS
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2d
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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
Roo
Roo: Digital marketplace connecting veterinary professionals with animal hospital shifts.
2+ YOE2+ years in client or customer support; strong communication, organization, accuracy, troubleshooting, flexibility, process improvement, and familiarity with customer support tools.
LiveChat, HubSpot
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6d
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Client Escalation Specialist
Irvine, California, United States
$25-$28/hr OnsiteFull Time
TaxRise
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.
CRM, Salesforce
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3w
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Client Support Specialist
San Diego, California, United States
$24-$26/hr RemoteFull Time
Coastal Payroll Services
Coastal Payroll Services: Provider of payroll, HR, and benefits administration software.
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
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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
DLA Piper
DLA Piper: 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
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1w
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Client Service Specialist II
San Diego, California, United States
$70k-$90k/yr HybridFull Time
Corient
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
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
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2mo
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Client Support Specialist
Newport Beach, California, United States
$20-$25/hr OnsiteFull Time
Hub International
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
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3mo
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Junior Client Success Specialist
Irvine, California, United States
$23/hr OnsiteFull Time
Tax Relief Advocates
Tax Relief Advocates: Resolves personal and business tax debt issues with the IRS.
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
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4d
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Client Relations & Enrollment Specialist
San Diego, California, United States
$26-$28/hr OnsiteFull Time
Christie's Place
Christie's Place: Provides support services for families impacted by HIV/AIDS
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
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2d
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HEALTH SERVICES SPECIALIST
Cathedral City or Riverside County or Palm Springs or Los Angeles
$10k-$12k/mo OnsiteFull Time
State Controller's Office
State Controller's Office: California's fiscal controller managing state financial operations and assets.
California registered nurse licensure required. Duties involve nursing assessments, care planning, disease prevention, emergency response, documentation, and direct care for clients with developmental disabilities.
computers, fax machines, copiers
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5d
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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
Goodwin Procter
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.
Microsoft Office, Dynamics, InterAction, CRM
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2w
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Client Support Specialist, Royalty Share - The Orchard
San Diego, California, United States
$71k-$75k/yr OnsiteFull Time
Sony Music Entertainment
Sony Music EntertainmentNYSE: SONY: Produces and distributes recorded music and publishing services.
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
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2w
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Client Support Specialist, Royalty Share - The Orchard
San Diego, California, United States
$71k-$75k/yr HybridFull Time
The Orchard
The OrchardNYSE: SONY: Distributes music and provides services for independent artists globally.
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
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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
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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
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3w
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Client Engagement Specialist (Rose Canyon), Safe Parking Program
San Diego, California, United States
$20-$21/hr OnsiteFull Time
Jewish Family Service of San Diego
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.
ETOi
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1w
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Treasury Management Operations Specialist (Client Support)
Irvine, California, United States
$26-$33/hr OnsiteFull Time
Sunflower Bank
Sunflower BankNASDAQ: FSUN: Provides full-service commercial, retail, and wealth management banking services.
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
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2mo
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Business Development Specialist - Educational Services
San Diego, California, United States
$65k/yr OnsiteFull Time
Aya Healthcare
Aya Healthcare: Provides healthcare staffing and workforce management software solutions.
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.
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3mo
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Technology Support Specialist, Instructional and Information Technology Services
San Marcos, California, United States
$6k-$8k/mo HybridFull Time
California State University
California State University: Public university system providing higher education and academic research.
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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5d
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CATERING SPECIALIST
Irvine, California, United States
$20-$25/hr OnsiteFull Time
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.
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