6 client support specialist jobs at 4 companies in Carpinteria, CA
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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/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.
Cydcor: Provides outsourced sales and customer acquisition services for businesses.
2+ YOE2–3 years in customer service, sales, or client success; strong communication and organizational skills; proactive mindset; experience handling escalations and influencing cross-functional teams.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, ChatGPT
Mercy House: Provides housing and support services for people experiencing homelessness.
Provide supportive and logistical services in an emergency shelter; perform perimeter checks, crowd control, searches, recordkeeping, and client engagement; reliable transportation and Microsoft Word/Excel proficiency.
Sacramento or Modesto or Santa Barbara or San Francisco or Roseville or Fresno
$75k-$85k/yrHybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
2+ YOEHigh school required (Bachelor's preferred); 2+ years related experience; benefits administration system configuration, testing and EDI; ACA/COBRA/HIPAA knowledge; advanced Excel and Microsoft Office proficiency; client training and support.
Microsoft Office Suite, Microsoft Excel, Electronic Data Interchange (EDI), Project Management software, Database software