Client Service Officer jobs in Newport Beach, CA

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SENIOR REGISTERED CLIENT SERVICE ASSOCIATE-NEWPORT BEACH, CA

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

CompanyRaymond James Financial, Inc.
AddressNewport Beach, CA
CategoryEducation/Training
Salary$60.3K - $76.4K a year
Job typeFull-time
Date Posted a week ago See detail

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

Office Manager - Client Services - Sales Assistant to an RIA

Pacific Financial Planners, Llc

Laguna Niguel, CA

Safe work environment. Flexible working hours. On-the-job training. Relaxed atmosphere. Casual work attire. Assist and support the Office Manager and financial advisor. Answer client calls and respond to client requests, routing c...

Client Service Representative/ Office clerk

Knox Attorney Services

Santa Ana, CA

High School diploma or GED. Office experience is desired. Experienced in good customer service and professional phone knowledge and etiquette. Experience receiving and making a high volume phone calls. Strong organizational skill...

Client Services Associate

Meier Law Firm

Newport Beach, CA

Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting our Client Services Manager with managing the client ex...

Client Service Coordinator

Hyde Park Jewelers

Newport Beach, CA

From $20 an hour

Luxury Store environment. Team Spirit. Growth opportunities. 401(k). Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. 8 hour shift. Weekends as needed. Retail Customer Service: 1 year (Requir...

Client Service Representative- Animal Hospital

Vca Animal Hospitals

Costa Mesa, CA

Customer service functions, include: greeting clients, answering telephones, scheduling and confirming appointments. Managing medical records, charts, reports and correspondence. Have the ability to work independently and collabor...

Client Service Associate Bilingual (Eng-Span) - OnSite

Sweet James Llp

Newport Beach, CA

Work Schedule:. Communicating with potential customers via phone, email, and in-person. Collect and document sensitive personal information. Strong customer and sales experience and excellent attention to detail. Resolve and addre...

Client Service Executive

Marsh Mclennan Agency

Aliso Viejo, CA

$81,300 - $173,300 a year

Meet with the client throughout the year to ensure a high level of service and that client expectations are met. Responsible for meeting business retention goals. Participate in development of new business with existing clients by...

Client Services Representative I or II

Clay Lacy Aviation

Santa Ana, CA

$19 - $29 an hour

This salary range covers multiple position levels. Is passionate for helping people. Is eager and quick to learn new material. Enjoys collaboration and communicating with others. Has a strong work ethic who values honesty, integri...

Office Manager/Customer Service Representative

Carstar Lake Forest

Lake Forest, CA

$26 - $29 an hour

401(k). Dental insurance. Employee discount. Health insurance. Paid time off. Professional development assistance. Referral program. Vision insurance. 8 hour shift. Multi-line phone systems: 7 years (Required). Auto body shop: 7 y...

Client Service Imaging Specialist

Adecco

Cypress, CA

$30.00/Hour

Support the Patient Assistance Letter program.. The candidates will be working with three other team members.. Responsible for opening letters, scanning and entering negative authorizations into the system.. High School Diploma, G...

Veterinary Client Service Representative

Rise Pet Health

Laguna Hills, CA

$18 - $23 an hour

Greet clients and their pets with warmth and professionalism, ensuring a positive and welcoming experience. Schedule appointments, manage patient records, and handle billing and invoicing accurately and efficiently. Provide knowle...

Client Services Associate

The Pacific Financial Group

Anaheim, CA

$43K - $54.5K a year

Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...

Office Clerical / Service Department

West Coast Material Handling

Anaheim, CA

$20 - $26 an hour

401(k). Competitive salary. Dental insurance. Health insurance. Paid time off. Vision insurance....

Office Assistant / Customer Service

Legacy Decor

Anaheim, CA

$17 - $21 an hour

Customer service; Answering phone calls and emails. Processing orders. Handling mail in/out. Shipping and receiving. Filing invoices. Assisting Manager. Fluent English; reading ,writing & speaking. Must pass working interview. Mus...

Client Service Coordinator

Blue Moon Pilates

Mission Viejo, CA

$16 - $18 an hour

Day shift. Customer service: 1 year (Preferred)....

SPECIAL SERVICES OFFICER II (NON-CAREER)

City Of Long Beach

Long Beach, CA

Provide excellent customer service to internal and external partners. Answer phone calls and schedule appointments. Maintains activity logs and records. Compile, analyze data and produce monthly reports. Prepares legible, accurate...

Laboratory Services Officer

City Of Long Beach

Long Beach, CA

$120,000 - $168,000 a year

Plans, organizes, and directs the programs of the Long Beach Public Health Laboratory;. Serves as a resource and technical consultant to the City Health Officer, City staff, local physicians, and clinical and hospital laboratory p...

Client Service Admin Operator

Ecamsecure

Long Beach, CA

$24 an hour

An expert at processing high call volumes Monitor alarm signals and respond on the spot A quick Trouble shooter and Problem-solver Work Independently and have dependable work ethic Have the ability to see things other people miss...

Lead Field Services Officer

California State University

Long Beach, CA

Parking Enforcement - Patrols the campus parking areas on foot or in a vehicle for the purpose of issuing citations to vehicles parked in violation of the California Vehicle Code, Education Code, or applicable CSU LB parking regul...

Office & Service Coordinator

Mccarty's Jewelry

Long Beach, CA

$20 - $30 an hour

Competitive Compensation. Paid Time Off. Career Growth Opportunities. Answer incoming phone calls and route them to the appropriate person. Make follow up phone calls to customers and vendors. Data entry and record-keeping. Organi...