Client Services Representative RESORT RECOVERY SOLUTIONS LLCClient Services RepresentativeSan Diego, CAFull timeSapphire Vacation Services LLC is looking for a motivated and personable Client Services Representative to join our growing team in San Diego, CA. Sapphire Vacation Services LLC is a San Diego-based company dedicated to providing specialized recovery and resolution services within the resort and hospitality industry.
Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IISan Diego, CAResponsibilities: Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services.
Sr Client Services Specialist Military, Veterans and Diverse Job SeekersSr Client Services SpecialistSan Diego, CaliforniaThe employee is responsible for understanding and following the Banks BSA/AML policies including elevating suspicious activity to the BSA Officer. This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML.
Sr. Professional, Client Account Services CotalitySr. Professional, Client Account ServicesSan Diego, CaliforniaCross-Functional Collaboration: Partner directly with Sales, Product, Loan Boarding, Customer Care, and Research teams to ensure swift resolution of processing issues, provide data for system conversions, and assist with billing adjustments or contract renewals. Relationship & Process Optimization: Deeply understand clients' internal operations to offer customized service enhancements, advocate for client best practices through Voice of the Customer (VOC) initiatives, and recommend new or expanded services to generate additional revenue.
Remote Lifestyle & Client Services Consultant (Independent) Travel With LaniRemote Lifestyle & Client Services Consultant (Independent)Oceanside, CaliforniaRemoteWe are bringing on Remote Lifestyle & Client Services Consultant (Independent) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys.
NewClient Services Associate Red Door InteractiveClient Services AssociateSan Diego, CaliforniaIf you're excited by solving problems, juggling priorities, and growing your project management skills in a collaborative digital agency environment, we'd love to meet you. To create impactful work together, we nurture an inclusive environment that invites diverse voices and empowers our people to contribute their whole selves to our craft.
Client Service Representative Helen Woodward Animal CenterClient Service RepresentativeRancho Santa Fe, CAPart timePOSITION: Client Service Representative (CSR - Adoptions)Hours: Part Time (Various days and hours, weekend and holiday availability required)Hourly Pay Rate: $20/hrDo you enjoy providing high quality customer service while making a positive difference in the world? QualificationsHigh school diploma or equivalent requiredPrior customer service experience preferredBasic computer skills requiredFamiliarity with dog and cat breeds, behavior, or animal welfare is a plus.
Client Service Executive Military, Veterans and Diverse Job SeekersClient Service ExecutiveSan Diego, CaliforniaIn addition, the following is required unless otherwise noted: Bachelors degree plus 3 or more years of daily World Class Client service experience is required; or, a minimum of 6 years industry experience showing increasing responsibility directly related to the performance of the above duties including 3 or more years of daily World Class Client service. Work closely with department Manager and Director of Client Services to obtain necessary resources to support the teams requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
Registered Client Service Associate Ameriprise FinancialRegistered Client Service AssociateSan Diego, CA$32.21–$44.27 / hourAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Client Service Associate (Carlsbad, CA) Oppenheimer & Co. Inc.Client Service Associate (Carlsbad, CA)Carlsbad, CA$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Client Service Specialist HellosunshinetravelsClient Service SpecialistSan Diego, CaliforniaDaily tasks will include responding to emails and phone calls, resolving client issues, assisting with travel bookings and reservations, and ensuring overall customer satisfaction. Our mission is to empower self-driven, travel-loving entrepreneurs to work from anywhere while creating unforgettable travel experiences for clients.
Analyst, Client Service Reporting - Spar StepStone Group Inc.Analyst, Client Service Reporting - SparLa Jolla, CA$68,000–$70,000 / yearAs part of StepStone's Portfolio Analytics and Reporting (SPAR) team, the Analyst will support high-quality portfolio reporting and data-related analytics for private markets clients. We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors.
NewVeterinary Client Service Representative Lead - Emergency Pet Emergency and Specialty East CountyVeterinary Client Service Representative Lead - EmergencyLa Mesa, CA$22–$27 / hourFull timeAbout Thrive Vet-founded and Austin-born, Thrive Pet Healthcare has expanded to over 380 partner hospitals nationwide, united by a mission to shape the future of pet well-being through medical excellence, innovative technology, and a connected community of teams and partners. About the Hospital: Pet Emergency and Specialty Center – East County is a large multispecialty and emergency veterinary hospital located in La Mesa focusing on providing exemplary specialty and emergency care to our community.
Client Service Specialist II CorientClient Service Specialist IISan Diego, CaliforniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Registered Client Service Associate Military, Veterans and Diverse Job SeekersRegistered Client Service AssociateSan Diego, Californiafinancial services experience - ideally within a client facing team or years of experience in client service within the finance sector. collect the right documentation for opening new accounts and service requests.
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeEscondido, CaliforniaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Representative Bdt & Associates IncClient Service RepresentativeSan Diego, CAFull timeAs a Client Services Representative, your duties encompass but are not restricted to: handling incoming calls, welcoming clients, managing appointment scheduling and confirmations, organizing files, conducting data entry tasks, handling fax and email communications, conducting research, and preparing and processing appointments—all while prioritizing and upholding client confidentiality at all times. Serving as the vital link between our clients, advisers, and business associates, you'll leverage your exceptional communication and listening skills to ensure elite client service daily.
Client Service Director - Water/Wastewater Kennedy/Jenks ConsultantsClient Service Director - Water/WastewaterSan Diego, CA$185,000–$300,000 / yearWorking alongside established leaders and project teams, you'll help build on that momentum by identifying opportunities, deepening client partnerships, developing high-performing teams, and delivering practical infrastructure solutions that support communities, utilities, and industrial clients. This senior leadership role is central to Kennedy Jenks' growth strategy, combining client relationship leadership, market development, team building, strategic planning, and delivery oversight for meaningful water, wastewater, stormwater, environmental, pipeline, and industrial consulting work.
NewClient Service Associate - Business Insurance Marsh McLennanClient Service Associate - Business InsuranceSan Diego, California$35,600–$66,200 / yearThe applicable base salary range for this role is $35,600 to $66,200.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement in to the Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateSan Diego, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).