Client Service Representative
21 hours ago
Benefits:401(k)Bonus based on performancePaid time offSeeking a high quality, self motivated, standout candidate who embodies and upholds our CORE values. Do you lead with honor, have integrity and the ability to build strong lasting relationships with our clients with the ability to balance work and life?Candidate must provide invaluable support to our financial adviser(s) and their client base, overseeing a 1–5-person office. We require someone with boundless energy, a determined mindset, and the ability to work autonomously. 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.Success in this role hinges on your capacity to stay abreast of products, resources, company policies, and procedures, all while being an adept communicator. Ideal candidates are detail-oriented, self-motivated, and possess outstanding interpersonal skills for fostering enduring relationships.Responsibilities and DutiesAs 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.Requirements:· Associate degree in business administration preferred· 1+ years of client service experience, preferably in related field· Successful completion of provided training· Proficient computer skills with MS office suites· Outstanding communication skills; both verbal and written· Strong people skills· High sense of urgency· Organization skills· Strategic thinker· Assertive driveBenefits:· Full-Time· Salary position· 401k plan with 4% contribution from employer· Discretionary bonus based on individual and team performance
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Client Services Representative
21 hours ago
San Diego, United States Cetera Financial Group Full timeJob DescriptionThe Client Services Representative supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions,...
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Client Service Representative
2 weeks ago
San Diego, United States San Diego Staffing Full timeClient Service Representative VCA Market Street Animal Hospital is seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're...
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Client Service Representative
2 weeks ago
San Diego, United States California Staffing Corporation Full timeClient Service Representative VCA Market Street Animal Hospital is seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're...
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Client Service Representative
2 weeks ago
San Diego, United States San Diego Staffing Full timeClient Service RepresentativeVCA Market Street Animal Hospital is seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're...
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Client Services Representative
1 week ago
San Diego, CA, United States Prometheus Labs Full timeSUMMARY Supports client accounts and laboratory logistics by providing customer support to clients, patients, Prometheus sales representatives, and other departments including marketing and billing. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Responsible for receiving incoming phone calls and requests for test...
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Client Service Representative
3 weeks ago
San Diego, United States Vizisites Inc Full timeBenefits 401(k) Bonus based on performance Dental insurance Flexible schedule Free food & snacks Health insurance Home office stipend Paid time off Vision insurance Client Service Representative | San Diego, CA | Full-Time Work with a fun team in an up-building environment with lots of room for growth & good benefits! Client Service Representatives at...
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Client Service Representative
2 weeks ago
San Diego, United States California Staffing Full timeClient Service RepresentativeVCA Market Street Animal Hospital is seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're...
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Client Service Representative
4 weeks ago
San Jose, United States Laboratory Service Inc Full timeClient Service Representative (Remote) APPLICANT WINDOW CLOSES: 01/07/2026 PAY RANGE $25- $35 All job offers will be based on a candidates skills and prior relevant experience, applicable degrees/certifications, as well as internal equity and market data. Benefits Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive...
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Client Service Representative
1 week ago
San Diego, United States Ultimate Staffing Full timeClient Service Representative (Teller) Location: San Diego, CA - full-time, onsite. Pay Rate: $19 to $21 per hour Length of Assignment: One-month temporary contract with potential for extension About the Role: We're seeking a friendly, detail-oriented Client Service Representative (Teller) to join our team and deliver an exceptional banking experience. This...
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Client Services Representative
7 days ago
San Diego, California, United States Dunham Full timeCLIENT SERVICES REPRESENTATIVE - FINANCIAL SERVICESDunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a...
