22 client support specialist jobs at 19 companies in San Clemente, CA
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Client Support Specialist
Newport Beach, California, United States
$20-$25/hrOnsiteFull Time
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
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.
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.
Inform DiagnosticsNASDAQ: FLGT: Provides specialized pathology and genomic testing services for clinical healthcare.
2+ YOEHS diploma; 0-2 years data entry and client support in healthcare; CRM experience; PHI/HIPAA knowledge; medical terminology preferred; 60 wpm typing; strong communication; MS Office; project organization; independent and cross-functional work; multitasking; meet deadlines.
SPS: Global provider of document management and business process outsourcing.
Provides on-call backfill coverage across regional client sites; requires high school diploma, strong customer service, MS Office familiarity, ability to lift up to 50 lbs and travel within region.
Microsoft Office, MFD, Greenhouse Applicant Tracking System
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
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.
FBT Gibbons: Provides legal representation and business advisory services to corporations.
3+ YOEBachelor’s degree or equivalent, 3+ years of executive support experience, Microsoft Office proficiency, strong organization and communication skills, confidentiality, discretion, and authorization to work without sponsorship.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft OneDrive, PDF
Behavioral Health Services: Providing community-based mental health and substance abuse treatment services.
Uses lived experience to provide peer counseling, engagement, outreach, screening, documentation, HIPAA-compliant recordkeeping, and on-call/after-hours support for clients with mental health and/or substance use disorders.
Senior Technology Sales Support Specialist - Audit
Coppell or Kennesaw or Torrance or Houston or Wichita
$71k-$125k/yrHybridFull Time
Wolters KluwerEuronext Amsterdam: WKL: Provides professional information and software solutions for specialized industries.
2+ YOE2+ years in tax/accounting or software support; audit workflows knowledge; client engagement; demo tools; collaboration with sales and product teams.
REUZEit: Manages and refurbishes surplus laboratory and pharmaceutical equipment.
Valid driver's license, ability to lift 50–75 lbs repeatedly, warehouse and client-site experience, basic computer/data-entry skills, strong attention to detail and professional communication.
Mercy House: Provides housing and support services for people experiencing homelessness.
Provide trauma-informed, client-focused shelter support including crisis intervention; maintain facility cleanliness; lift up to 50 lbs; prolonged standing; Spanish fluency valued.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
Supports and owns prospective client opportunities, profiles prospects, develops RFP responses and fee proposals, cross-sells to existing clients, and provides in-depth consulting to partners; PeopleSoft experience and degree or equivalent experience preferred.
LCPtracker: Provides cloud-based labor compliance and certified payroll software for construction.
2+ YOEBachelor's degree or equivalent experience; 2+ years in customer success, account management, client services, sales support, or similar; CRM experience and strong organization, communication, and follow-through.
3+ YOE3+ years retirement plan or advisor support experience, bachelor’s degree required, strong knowledge of mutual funds/ETFs/annuities and SEC/ERISA rules, CRM (Salesforce) experience, attention to detail and client communication skills.
Safe Harbor Home CareNASDAQ: PNTG: Providing non-medical in-home care and companionship for seniors.
Must be 18+, cleared on the Home Care Aide Registry, have TB certificate, I-9 eligibility, completed LIC 508 and LIC 501 forms and SOC 341A, and entry-level training prior to client presence.
AECOMNYSE: ACM: Global infrastructure consulting firm providing design and engineering services.
4+ YOEBachelor's in related field and 4+ years supporting SHE for oil & gas or remediation; ability to perform HASP reviews, hazard assessments, regulatory interpretation; must pass client background and drug/alcohol screening.
Support clients in food safety and brand standards, conduct audits/inspections, train staff, maintain records, obtain CP-FS eligibility, valid driver's license, flexible schedule including evenings and Saturdays, strong food safety knowledge and communication skills.