Client Service jobs in San Juan Capistrano, CA

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OFFICE MANAGER - CLIENT SERVICES - SALES ASSISTANT TO AN RIA

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...

CompanyPacific Financial Planners, Llc
AddressLaguna Niguel, CA
CategoryRetail
Job typeFull-Time
Date Posted 4 weeks ago See detail

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...

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 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 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/ 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...