1,212 client services jobs at 372 companies in Vista, CA
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Client Services - Client Services Supervisor
Costa Mesa or Los Angeles
$60k-$78k/yrHybridFull Time
Veritext: Provider of technology-enabled court reporting and litigation support services.
Hands-on leadership experience, strong customer service and communication skills, ability to manage team workloads, analyze workflow, resolve client issues, and ensure timely execution of client requests.
Veritext: Providing court reporting and litigation support services.
Hands-on leadership experience, strong customer-service and interpersonal skills, ability to manage workflow and resolve client issues, excellent written and verbal communication.
Vistage Worldwide: Provides executive coaching and peer advisory for business leaders.
5+ YOE5+ years inside phone sales/consulting/customer service; ability to engage C-level clients; Salesforce and MS Office experience; bachelor’s degree preferred; project management or business development preferred.
Konare Law: Boutique law firm providing immigration and deportation defense services.
2+ YOEBilingual English/Spanish fluency, high school diploma, 2+ years professional office and customer service experience, discretion with sensitive client information; experience with intake, billing, and scheduling.
LexisNexis, AILA Library, Practice Law Institute (PLI), Law360, Master Series
Polaris Pharmacy Services: Provide pharmacy services to long-term care and correctional facilities
Provide client-facing pharmacy support to long-term care facilities, conduct training, perform medication audits, follow HIPAA, basic math and computer skills, high school diploma, and state-required pharmacy technician credentials.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
Supports registered representatives with client paperwork, transactions, scheduling, client outreach, and practice support. Requires high school diploma/GED, some licensing (e.g., Series 6/7/63/65/66 or Life/Accident & Health), administrative/customer service experience, and Microsoft Office proficiency.
AdviceWorks, SmartWorks, Redtail, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Tampa or Cary or Aurora or Bridgewater or Oriskany or Irvine or New York
$70k-$85k/yrHybridFull Time
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
5+ YOEHigh school diploma and 5+ years in client services/account management or employee benefits; expertise in group insurance, strong project management, communication, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe, MS Project
Triumph Financial: Provides financial and technology solutions for the transportation industry.
4+ YOECustomer-service experience; verify funding and freight loads, resolve disputes, review accounts, strong communication, Microsoft Office and Google Suite skills; Associate/Bachelor preferred or 4+ years customer service experience.
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
Animal Friends of the Valleys: Provides animal shelter and control services in Riverside County.
Clerical/reception experience in high-volume call environments, strong multitasking and note-taking, ability to deescalate and resolve complaints, work independently, bilingual Spanish preferred.
San Diego or Dallas or United States or Canada or United Kingdom or India
$74k-$100k/yrOnsiteFull Time
Cotality: Provider of property intelligence, data, and analytics solutions.
5+ YOEBachelor's degree or equivalent; 4+ years mortgage industry background and 5+ years in client-facing/account management roles; client onboarding, UAT, and cross-functional collaboration experience.
Cotality: Provides property data, analytics, and workflow intelligence solutions.
5+ YOEBachelor’s degree or equivalent; 4+ years mortgage industry experience and 5+ years in client-facing or account management roles. Strong onboarding, client engagement, UAT, escalation management, and mentoring skills.
Hyundai AutoEver AmericaKorea Exchange: 307950: Provides automotive software and IT services for mobility systems.
10+ YOEBachelor's degree; 10+ years relevant experience (telematics/IT/automotive); 7+ years in business strategy or technology projects; strong analytical, communication, stakeholder and project management skills; PMP preferred; Master's preferred.
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
5+ YOEBachelor's preferred; 5+ years relevant experience preferred. Strong Excel, Word, PowerPoint, Power BI skills; financial accounting knowledge; project leadership, multitasking, and strong communication.
HologicNASDAQ: HOLX: Develops medical technology for women's healthcare and diagnostics.
Manage order workflow and customer support in Salesforce, comply with HIPAA/CLIA/CAP, HS diploma required, bachelor\u0002s preferred, on-the-job training provided.
Client Services Specialist (Temporary up to 6 months)
Santa Ana, California, United States
$48k-$52k/yrOnsiteFull Time, Temporary
Banc of CaliforniaNYSE: BANC: Commercial bank providing business lending and treasury management services.
0.5+ YOEHigh school diploma, minimum 6 months client service experience, intermediate Microsoft Office skills, knowledge of banking regulations and NACHA/ECCHO rules, strong communication, organizational, typing and math skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, NACHA, ECCHO
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtManage front-line security staff, build client relationships, oversee budgets and account health, use BI and reporting tools, drive operational goals, and ensure safety and compliance; requires 2+ years operational/management experience and proficiency with Microsoft Office.
Allied Universal AI technology, Business Intelligence Platform, Microsoft Office
Client Services Representative (CSR) – Drug & Alcohol Testing
Temecula, California, United States
$42k-$44k/yrOnsiteFull Time
TELUS HealthToronto Stock Exchange: T: Digital health and wellbeing solutions for individuals and organizations.
1+ YOE1–2 years customer service or administrative experience; strong communication, accuracy, and teamwork; Microsoft Excel and data entry skills; able to learn specimen collection procedures and follow compliance protocols.