Client Service jobs in Lake Forest, CA

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CLIENT SERVICES ACCOUNT ADMINISTRATOR

Daily administration of 100+ trusts. Manage cash accounts for domestic and some international clients; including investment, liquidation and distribution of funds. Respond to daily inquiries from Clients, Investors and other deal...

CompanyAdecco
AddressSanta Ana, CA
CategorySales/marketing
Salary$31.99/Hour
Job typeContract/Temporary
Date Posted 2 days ago See detail

Client Services Account Administrator

Adecco

Santa Ana, CA

$31.99/Hour

Daily administration of 100+ trusts. Manage cash accounts for domestic and some international clients; including investment, liquidation and distribution of funds. Respond to daily inquiries from Clients, Investors and other deal...

Client Service Representative

Vca Animal Hospitals

Anaheim, CA

Scheduling and confirming appointments Placing outbound calls for follow-ups and reaching out to prospective clients Presenting and explaining fees, including processing payments Recommending, selecting, and obtaining product...

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 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 Service Coordinator

Blue Moon Pilates

Mission Viejo, CA

$16 - $18 an hour

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

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 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 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...

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...

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 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...

Financial Planning / Client Service Specialist

Shah & Associates / Ameriprise Financial

Chino Hills, CA

Provide client relationship support for existing high net worth professionals and small business owners. Learn to conduct financial analysis and review of each client specific situations to support the advisors for the client meet...