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Keywords: Client Services Specialist – Financial Services, Location: California

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Client Services Specialist – Financial Services

Position Overview We are seeking a Financial Services Specialist to support our growing financial services..., and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services...

Location: California
Posted Date: 11 Feb 2026

Client Services Specialist

Overview This role supports a growing financial services organization by delivering structured financial education...-term relationship building. No prior financial services experience is required. Comprehensive training and licensing...

Location: California
Posted Date: 13 Feb 2026

Senior Client Service Specialist | San Jose, CA

Senior-Client Service Specialist Are you an experienced client service professional looking to grow in the financial..., this role could be your next great move. MUST HAVE 2-5 years or more of experience in financial services As a Client Service...

Company: RK Partners
Location: San Jose, CA
Posted Date: 20 Dec 2025

HOA Senior Client Services Specialist

Senior HOA Client Services Specialist you will assist with day to day Department operations; Review and approve reports... is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services...

Location: Irvine, CA
Posted Date: 03 Dec 2025

Private Client Financial Education Specialist

Position Overview We are seeking a Private Client Financial Education Specialist to support a growing financial... financial education, supporting long-term planning conversations, and maintaining a professional, discreet client experience...

Location: California
Posted Date: 11 Feb 2026

Financial Services Specialist

Position Overview We are seeking a Financial Services Specialist to support our growing financial services..., and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services...

Location: California
Posted Date: 11 Feb 2026

Financial Accounting Advisory Services - Managed Services Win Center Specialist - Manager

a better working world. Job Title: Managed Services Win Center Specialist Manager Job Summary: The MS Win Center Specialist Manager... service providers, and vendors, to provide best-in-class consulting services on solution/enterprise architecture...

Company: EY
Location: San Francisco, CA
Posted Date: 27 Jan 2026

Veterinary Emergency Client Service Liaison

visitors entering the practice/hospital. Be aware of upcoming Specialist schedule. Assists patient owners by escorting them... to exam rooms or directing them to the products or services needed. Answers telephone, routes calls, provides information...

Location: Fresno, CA
Posted Date: 11 Feb 2026
Salary: $20 - 22 per hour

Client Representative - Global Shareholder Services

in financial services! The Client Representative will work in a collaborative, innovative in-bound call center that strives... for our clients around the world! What is the Global Shareholder Services group responsible for? Financial Professionals...

Posted Date: 11 Dec 2025
Salary: $40000 - 58000 per year

Client Solution Specialist Sr

and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC’s Corporate Banking organization... for this position. Job Description Provides sales, service and execution support for new and ongoing client relationships. May serve...

Posted Date: 05 Dec 2025
Salary: $34000 - 81250 per year

Private Client Experience Specialist - Irvine, CA

Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist... Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience...

Company: JPMorgan Chase
Location: Irvine, CA
Posted Date: 15 Feb 2026
Salary: $35.1 - 52.88 per hour

Private Client Experience Specialist - Irvine, CA

experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated... to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division...

Company: JPMorgan Chase
Location: Irvine, CA
Posted Date: 14 Feb 2026

Online Client Engagement Specialist

to join our expanding team as Client Engagement Specialist on a 1099 contract basis. This opportunity is perfect for both seasoned sales... for the Client Engagement Specialist position: Foster and nurture client relationships through effective communication...

Posted Date: 11 Feb 2026

Online Client Engagement Specialist

to join our expanding team as Client Engagement Specialist on a 1099 contract basis. This opportunity is perfect for both seasoned sales... for the Client Engagement Specialist position: Foster and nurture client relationships through effective communication...

Posted Date: 11 Feb 2026

Online Client Engagement Specialist

to join our expanding team as Client Engagement Specialist on a 1099 contract basis. This opportunity is perfect for both seasoned sales... for the Client Engagement Specialist position: Foster and nurture client relationships through effective communication...

Posted Date: 11 Feb 2026

Online Client Engagement Specialist

to join our expanding team as Client Engagement Specialist on a 1099 contract basis. This opportunity is perfect for both seasoned sales... for the Client Engagement Specialist position: Foster and nurture client relationships through effective communication...

Posted Date: 11 Feb 2026

Client Account Specialist

? Join MoFo as a Client Account Specialist on our Financial Operations team! This role can be based in San Francisco.... ABOUT THE ROLE It's an exciting time to join our Global Client Accounts team as a Client Account Specialist! In this role...

Posted Date: 21 Jan 2026
Salary: $70000 - 92000 per year

Client Svcs Specialist II

CLIENT SVCS SPECIALIST II WHAT IS THE OPPORTUNITY? This person will handle a variety of branch transactions... Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National...

Posted Date: 20 Dec 2025
Salary: $18.39 - 27.62 per hour

Client Account Specialist

as a Client Account Specialist on our Financial Operations team! This role can be based in San Francisco. ABOUT THE ROLE It...'s an exciting time to join our Global Client Accounts team as a Client Account Specialist! In this role, you will work closely...

Posted Date: 08 Dec 2025
Salary: $70000 - 92000 per year

Client Solutions Specialist

a detail-oriented and client-service-driven Client Solutions Specialist to help advisors implement all of our various client... of Salesforce, eMoney, and Excel. Strong knowledge of holistic client solutions and financial planning. Exceptional attention...

Posted Date: 06 Dec 2025