67 client services specialist jobs at 49 companies in Wildomar, CA
2w
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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.
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
1d
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Client Specialist
Newport Beach, California, United States
$17/hr OnsitePart Time
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
1w
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Religious Client Services Spclst
Seal Beach, California, United States
$25-$38/hr OnsiteFull Time
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.
Microsoft Word, Microsoft Excel, BOSS (CRM)
5d
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Client Escalation Specialist
Irvine, California, United States
$25-$28/hr OnsiteFull Time
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
3mo
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Client Support Specialist III
Rancho Cucamonga, California, United States
$20-$26/hr OnsiteFull Time
3+ YOEHigh school diploma or GED; 3+ years treasury product services experience; strong communication; MS Office; customer service in financial sector.
MS Office, Excel, PowerPoint, Word
2mo
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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
2w
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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
1d
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HEALTH SERVICES SPECIALIST
Cathedral City or Riverside County or Palm Springs or Los Angeles
$10k-$12k/mo OnsiteFull Time
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
4d
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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 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 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/yr RemoteFull Time
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.
1w
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Treasury Management Operations Specialist (Client Support)
Irvine, California, United States
$26-$33/hr OnsiteFull Time
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
4d
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Direct to Client (DTC) - Seasonal
Ontario or Ontario or United States
$23/hr OnsiteFull Time, Temporary
2+ YOERequires 2+ years in customer service and call handling, strong communication, English proficiency, organization, adaptability, and a GED or high school diploma.
CRM
1mo
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Trust Operation Specialist - Client Service
Orange, California, United States
$23-$27/hr OnsiteFull Time
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.
Microsoft Office
3w
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On Call Peer Support Specialist - Crisis Residential 342
Riverside, California, United States
$23/hr OnsitePart Time
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.
4d
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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.
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
2mo
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Outreach Specialist
Santa Ana, California, United States
$23-$24/hr OnsiteFull Time
2+ YOEBachelor's or equivalent (4 years) required, 2 years working with justice-involved/homeless populations, ability to pass fingerprint/background check, crisis intervention skills, and ability to work with high-stress clients.
HMIS
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