client services assistant

North Bay Regional Center

<div>Description: 
Salary
$47,268 &ndash; $52,104 with opportunities for 5% increases annually
Company Overview
At North Bay Regional Center, we believe all people with developmental disabilities should have the same opportunities as are available to all other citizens. As one of the 21 nonprofit Regional Centers throughout California, we offer a comprehensive program supporting the needs of our communities, provided by driven and passionate employees who ensure that we achieve our goals daily.
Who We Serve
North Bay Regional Center (NBRC) provides advocacy, services, support, and care coordination to children and adults diagnosed with intellectual and developmental disabilities and their families in Napa, Sonoma and Solano counties. We partner with community-based organizations and agencies to empower our clients to thrive and live as independently as possible within the geographically, culturally, and ethnically diverse communities we serve. North Bay Regional Center serves over 12,000 people living within the geographic boundaries of Napa, Sonoma and Solano counties.
Note: Bilingual Spanish/English skills are preferred.
Definition
Provides administrative support and assistance to Case Management, Clinical, Early Intervention, Resource Development, Emergency Management &amp; Facilities Department, Information Technology (IT), Self-Determination staff and other agency departments, as needed.
Nature of Work
Under the direction of the Santa Rosa Supervisor, the Client Services Assistant will provide full office support, establish and maintain tracking systems; complete forms and documentation; request information and respond to requests for information. In addition, the Client Services Assistant will schedule appointments and meetings; word process documents; enter data into software systems; assist clients, families and service providers by telephone or in person and provide back-up of other support staff positions due to vacancy or work overload.
Requirements:

Minimum Education/Experience
Equivalent to graduation from high school and three years of responsible general clerical or office administrative experience.
OR
Graduation from business school and two years&rsquo; experience.
Minimum qualifications may be waived depending on the agency&rsquo;s need for specialized skills (such as language abilities).
Knowledge of:<ul><li>Office management practices and procedures, including filing and the operation of standard office equipment</li><li>Business arithmetic including percentages and decimals</li><li>Basic business data processing principles and the use of MS Office 365</li><li>Basic record-keeping principles and practices</li><li>Must type at a minimum rate of 50 net words per minute from handwritten or printed copy</li></ul>
Special Requirements
Fluency in a language in addition to English is desirable and may be required.
Ability to provide personal automobile transportation during working hours and for after-hours emergencies or access to another form of reliable transportation which meets these minimum requirements. This position will be primarily based in the office; however remote work may also be available.
Benefits
At NBRC, we offer our employees a comprehensive benefits package, including:<ul><li>
CalPERS Retirement Plan</li><li>
CalPERS Medical Insurance Plans, with generous employer contributions</li><li>
Dental Insurance, with zero cost for employee only coverage</li><li>
Vision Insurance, with $5/month employee cost share for employee only coverage</li><li>
Flexible Spending Accounts for Medical and Dependent Care</li><li>
100% Employer Paid Life Insurance</li><li>
Generous vacation and sick accrual policies</li><li>
Employee Referral Reward Program</li><li>
15 Paid Agency Holidays/year</li><li>
CalPERS 457 Supplemental Retirement Plan</li></ul>
Bi-lingual language differential:<ul><li>
For those speaking, reading and writing other than English &ndash; $200 per month</li><li>
For those speaking a language other than English &ndash; $175 per month</li><li>
For those using American Sign language &ndash; $200 per month</li></ul>
North Bay Regional Center is an Equal Opportunity Employer</div>

Client Services Assistant

VSURFACES

<div><h4 class="jobSectionHeader">Job Description</h4><div> 
<div></div>
</div>Support senior client advisors in handling daily communication with clients and responding to their requests. 
Assist in identifying potential sales opportunities and contribute ideas that may help increase revenue. 
Help organize and monitor advertising campaigns to ensure activities are running effectively. 
Track client performance and prepare clear reports that summarize results and progress. 
Understand client requirements and make sure their requests are handled quickly and accurately. 
Work closely with internal teams such as product, support and integration to deliver reliable customer service. 
Contribute to improving internal processes and support the team in achieving shared goals. 
Maintain organized records of client activities and campaign updates for internal use.
<h4 class="jobSectionHeader">
Job Requirements</h4>

Strong written and spoken English communication skills. 
Positive and proactive team player with a responsible work approach. 
Strong attention to detail with good organizational and multitasking skills. 
Good working knowledge of Microsoft Office applications. 
Willingness to learn, adapt and collaborate within a fast paced working environment.

About Company: 
VSURFACES is a forward-thinking company built on a simple belief &mdash; that great work comes from great people.
 
We operate across multiple industries, bringing fresh ideas and a relentless commitment to quality to
 
everything we do. Our culture thrives on collaboration, bold thinking, and a shared drive to build something 
meaningful. If you&rsquo;re someone who takes initiative, embraces challenges, and wants your work to actually
 
matter, you&rsquo;ll fit right in here.</div>

Prime Financial Strategies, Inc

Administrative Assistant in Financial Advisory Firm with opportunity to AdvanceLocation: 80918 Colorado Springs &ndash; On-site Position Type: Full-Time (40 hours/week)Your organizational skills and proactive attitude will be vital in supporting daily operations and ensuring a seamless client experience. You'll handle a variety of administrative tasks and provide outstanding customer support.Compensation: $45,000&ndash;$55,000 base+ negotiable for experience/credentials; PTO earned for 6 holidays, 4 personal days, 5 vacation days; retirement plan match; reimbursed licensing exams &amp; study materials.Who We AreWe are a small, family-owned Financial Advisory and RIA Firm serving multi-generational clients for over 35 years. As a team of 6, we pride ourselves on white-glove service, fiduciary integrity, and a warm, caring culture. This is not a corporate call-center. Every team member knows every client by name.The RoleStart as our Administrative Assistant and, with initiative, there is an opportunity to advance to ParaPlanner (2-5 years) and Associate Advisor Track (5-10 years). We will reimburse you for your Series 7, 66, Life/Health licenses, and CFP&reg; coursework if you show initiative.Administrative AssistantClient Experience (50%)&middot; Greet clients (in-person &amp; phone), schedule reviews, send correspondence. Excellent phone etiquette&middot; Prepare meeting materials, scan/organize documents, update and maintain client information in CRM and compliance systems&middot; Process paperwork and service requests, account openings, transfers, RMDs, and beneficiary changes.Team Support (50%)&middot; Call Service providers and request information, verify details, prepare organized, accurate work product&middot; Gather investment research, strategy proposals, and insurance illustrations.&middot; Ad-hoc projects (ex. convert paper files to digital, explore new technologies for adoption).&middot; Maintain processes and procedures, manage office supplies, other general office duties to include both physical and digital filing, data entry, document preparation and managementParaplanner Track (upon licensure &amp; mastery) Year 2&ndash;3+: optional with initiative&middot; Build financial plans in MoneyGuidePro/IncomeLabs.<ul><li>Run &ldquo;what-if&rdquo; scenarios, insurance audits, Roth conversions.</li><li>Draft review summaries and sit in on client meetings (shadow &rarr; co-present).</li><li>Earn seat at morning huddle; eventual path to Associate Advisor.</li></ul>Who Thrives Here<ul><li>Detail-obsessed but warm&mdash;can catch a $0.03 discrepancy and make a grieving widow feel heard.</li><li>Tech-comfortable: Proficient in Microsoft Office; quick learner of CRM/portfolio software.</li><li>Growth mindset: 2- or 4-year degree or equivalent experience; desire to learn.</li><li>Self-Confident: be able to work in a family office and adapt to relational dynamics.</li><li>Long-term fit: Seeking a career, not a r&eacute;sum&eacute; line. We promote from within.</li></ul>Requirements<ul><li>1&ndash;3 years administrative assistant experience (financial services a plus, not required). Proven office experience with strong organizational skills and attention to detail</li><li>Cleanly available M&ndash;F 8:00&ndash;5:00; rare overtime.</li><li>Clean financial history, background check and fingerprinting required.</li><li>We judge character over credentials, and critical thinking ability over existing knowledge.</li><li>Bonus: Notary, prior accounting, math or science background (we work with many engineers)</li></ul>What We Invest in You<ul><li>Professional Development &amp; Licensing: We reimburse for Series 7, 66 and insurance exams + study materials after 6 months.</li><li>Education: Reimburse CFP&reg; coursework after 36 months.</li><li>Retirement Plan: Company matching retirement plan (SIMPLE IRA currently)</li><li>Mentorship: 1:1 with primary advisor; quarterly reviews with written growth plan.</li><li>PTO earned for 6 holidays, 4 personal days, 5 vacation days; increases with longevity</li></ul>To ApplyRequired: Resume + Cover letter In Subject: &ldquo;Admin &rarr; Paraplanner &ndash; [Your Name]&rdquo;.In your cover letter, answer: &ldquo;How do you decide whether to ask for help or to find an answer yourself?&rdquo; Also please note hire date availabilityApplications close May 15, 2026. No calls or recruiters.Pay: $22.00 - $27.00 per hourExpected hours: 40.0 per weekBenefits:<ul><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Application Question(s):<ul><li>In the cover letter please answer: How do you decide when to ask for help or to find an answer yourself?</li><li>What is your start date availability?</li></ul>Work Location: In person

Administrative Assistant in Financial Advisory Firm

quickwebwizards

We are looking for a Client Communication &amp; Sales Assistant to help manage client conversations and support our growing digital services business.The ideal candidate should have strong written English, professional communication skills, and attention to detail. Your role will be to respond to client inquiries, understand their requirements, and help guide them through our services.You will be working with clients from the US, UK, and international markets, so clear and professional communication is essential.Responsibilities<ul><li>Respond to client messages and inquiries</li><li>Understand project requirements and communicate them clearly to the team</li><li>Provide project updates and maintain professional communication</li><li>Follow up with clients regarding revisions or additional work</li><li>Suggest related services when appropriate</li><li>Maintain organized communication records</li></ul>Requirements<ul><li>Strong written English communication skills</li><li>Professional and polite communication style</li><li>Ability to understand client requirements clearly</li><li>Attention to detail and organization</li><li>Ability to work in a team environment</li></ul>Pay: Rs50,000.00 - Rs100,000.00 per monthApplication Question(s):<ul><li>How many years of experience do you have in sales or client communication? Please briefly explain which part of the sales process you have handled (lead generation, client communication, closing deals, etc.).</li><li>Are you more comfortable communicating with clients through:</li><li>Chat / written communication</li><li>Voice calls</li><li>Both chat and calls</li></ul>Please explain your experience.<ul><li>How would you rate your written English communication skills?</li><li>Do you have any knowledge or experience related to the following services?</li></ul><ul><li>Graphic design services</li><li>Document formatting and editing</li><li>Ebook or book design</li><li>Virtual assistant services</li></ul>Please describe your experience if any.<ul><li>Are you comfortable working 6PM to 3AM?</li></ul>Work Location: In person

Client Communication & Sales Assistant (Onsite)

Elevare Branding

<div>
 
 Company Description
 
 
 
 Elevare Branding is a dynamic marketing and brand development firm dedicated to helping businesses strengthen their public image and build meaningful connections with their audiences. Our team combines creativity, strategy, and innovation to deliver impactful campaigns that elevate brands across multiple industries. We pride ourselves on a collaborative environment where ideas are valued, professional growth is encouraged, and every team member contributes to delivering exceptional results.
 
 
 
 Job Description
 
 
 
 Elevare Branding is seeking a detail-oriented and proactive
 
 Service Account Assistant
 
 to support our client services team in Atlanta. In this role, you will assist with account coordination, maintain strong communication with internal teams and clients, and ensure that projects and service requests are handled efficiently.
 
 
 The ideal candidate is organized, professional, and motivated to contribute to a fast-paced environment while supporting the success of client accounts and service operations.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Assist account managers with daily client service operations and project coordination
 </li>
 <li>
 Maintain accurate records of client communications and account updates
 </li>
 <li>
 Support the preparation of reports, presentations, and client documentation
 </li>
 <li>
 Coordinate internal resources to ensure timely delivery of services
 </li>
 <li>
 Monitor account activity and provide administrative support for ongoing projects
 </li>
 <li>
 Respond to client inquiries and ensure a professional and helpful experience
 </li>
 <li>
 Help maintain organized workflows and ensure deadlines are met
 
 
 </li>
 </ul>
 Qualifications
 
 
 <ul>
 <li>
 Strong organizational and multitasking abilities
 </li>
 <li>
 Excellent written and verbal communication skills
 </li>
 <li>
 Attention to detail and ability to maintain accurate documentation
 </li>
 <li>
 Professional and client-focused approach
 </li>
 <li>
 Ability to work collaboratively within a team environment
 </li>
 <li>
 Proficiency with standard office and productivity tools
 </li>
 <li>
 Strong problem-solving and time management skills
 
 
 </li>
 </ul>
 Additional Information
 
 
 <ul>
 <li>
 Competitive salary ($47,000 &ndash; $51,000 per year)
 </li>
 <li>
 Opportunities for professional growth and career development
 </li>
 <li>
 Supportive and collaborative team environment
 </li>
 <li>
 Skill development and ongoing training opportunities
 </li>
 <li>
 Stable full-time position within a growing organization
 </li>
 </ul>
</div>

Service Account Assistant

<div>Overview:

THIS POSITION IS LOCATED IN
Knowledge Services has a great opportunity for a strong customer service focused individual who wants to make a difference in their daily work life with the FSSA / Division of Family Resources (DFR) as an Eligibility Assistant. This position will provide general office support and assistance for case workers and clients applying for public assistance. This position will provide customer service and interact directly with the general public, clients, office staff, and other state personnel. The DFR is responsible for determining eligibility for individuals applying and/or receiving public assistance. Programs include TANF (cash assistance), SNAP, and Medicaid. The Eligibility Assistant staff are front desk staff who are responsible for helping collect paperwork, processing or &ldquo;pushing&rdquo; applications and assisting clients who are applying and/or receiving public assistance among other administrative tasks.<div></div><div> 
Knowledge Services, established in 1994 and headquartered in Indianapolis IN, is a certified woman-owned (WBE) professional services organization with over 1500 employees located in offices throughout North America. Founded by Julie Bielawski, CEO, Guidesoft, Inc. DBA Knowledge Services is an industry leader in Managed Service Programs (MSP), Employer of Record / Payrolling Services, National Recruitment, and Staffing Services. We provide outstanding services to major organizations in various industries, including; IT, Healthcare, Entertainment, Media, Federal and State Governments, Public Utilities, Telecom, Manufacturing and more.</div><div></div><div> 
As such, Knowledge Services is committed to providing opportunities for growth &ndash; in our company, in each team member, and in our relationships. We believe titles do not define a person, but provide a framework to each person&rsquo;s endless potential. Our focus on improving our team, product, and processes drives us every day. We are guided by our four Pillars that set the foundation of who we are and how we conduct business: Knowledge, Integrity, Innovation, and Service.</div> 

Responsibilities:
<ul><li>Welcome all on-site visitors and determine nature of business</li><li>
Review client information for accuracy</li><li>
Assist with computer applications</li><li>
Schedule client appointments</li><li>
Scan documents into client case file</li><li>
Maintain fax machines and copier functions</li><li>
Answer and direct incoming calls</li><li>
Maintain daily activity reports</li><li>
Deliver outstanding customer service to all clients</li></ul>
Qualifications:
<ul><li>Desire to help others</li><li>
Strong customer service background</li><li>
Ability to maintain confidentiality</li><li>
Handle conflict in a calm manner</li><li>
Reliable and dependable in the work place</li><li>
Ability to multi task</li><li>
Proven job stability</li><li>
High School diploma or equivalent</li><li>
Clean criminal background</li><li>
Previous experience as a Customer Service Representative, Cashier, Clerk, Administrative Assistant, Receptionist, or Front Office desired</li></ul> 
This is a long-term position where you can make an immediate impact on your community, plus the potential for promotion. The wage is $12.50/hr with paid time off, benefits, and a 37.5 hour work week of Monday-Friday 8:00AM-4:30PM. 
If you are looking for a position that could be the start of your career, apply now for immediate consideration.<div> 
</div><div>Physical Requirements:</div><ul><li>
Job frequently requires sitting, handling objects with hands.</li><li>
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 25 pounds.</li><li>
Knowledge Services is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the application or hiring process, please contact TalentHR@knowledgeservices.com.</li></ul><div></div><div> 
Knowledge Services is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. Knowledge Services does not discriminate on the basis of disability, veteran status or any other basis protected under federal, state or local laws. People with disabilities, veterans, and military families are encouraged to apply.</div><div></div><div> 
#INDDFR</div></div><div></div>

Eligibility Assistant-Front Desk

Defense Holdings, Inc.

Defense Holdings, Inc. (DHi)
 Location: Hybrid (US)
 Employment Type: Full-Time
 Department: Client Services / Support
 Reports To: Client Services Manager
 
Position Summary
 
Defense Holdings, Inc. (DHi) is seeking an Administrative Assistant – Client Relations to support the Client Services team with day-to-day administrative tasks and help maintain positive relationships with clients. The ideal candidate will be a proactive and organized individual, responsible for managing client communications, organizing meetings, and ensuring that client needs are met in a timely and professional manner.
 
Key Responsibilities
 
Client Communication & Support
 
<ul>
<li>Serve as the primary point of contact for clients, responding to inquiries and requests in a professional manner.</li>
<li>Maintain detailed records of client interactions and ensure follow-up on outstanding issues.</li>
<li>Coordinate meetings, calls, and other client-related activities to ensure timely responses.</li>
</ul>
Administrative Support
 
<ul>
<li>Provide administrative support to the Client Services team, including scheduling appointments, preparing documents, and maintaining files.</li>
<li>Assist in preparing reports, presentations, and other client-facing materials.</li>
<li>Maintain and update client databases, ensuring accurate and up-to-date information.</li>
</ul>
Required Qualifications
 
<ul>
<li>Associate's degree in Business Administration, Communications, or a related field.</li>
<li>2+ years of experience in administrative support, particularly in client relations or customer service.</li>
<li>Strong organizational, communication, and time management skills.</li>
<li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).</li>
</ul>
Preferred Qualifications
 
<ul>
<li>Experience in client services or customer-facing roles in a corporate environment.</li>
<li>Familiarity with CRM software.</li>
</ul>
Core Competencies
 
<ul>
<li>Client-Focused: Strong customer service orientation with the ability to build and maintain client relationships.</li>
<li>Organizational Skills: Ability to manage multiple tasks and prioritize effectively.</li>
<li>Communication: Strong written and verbal communication skills.</li>
</ul>
Work Environment
 
<ul>
<li>Professional office environment (or hybrid/remote if applicable).</li>
<li>Occasional travel may be required.</li>
</ul>
Compensation & Benefits
 
Defense Holdings, Inc. (DHi) offers a competitive compensation package including:
 
<ul>
<li>Competitive base salary (commensurate with experience)</li>
<li>Medical, Dental, and Vision Insurance</li>
<li>401(k) with company match</li>
<li>Paid Time Off (PTO) and Holidays</li>
<li>Life and Disability Insurance</li>
<li>Professional development opportunities</li>
</ul>
Equal Opportunity Employer Statement
 
Defense Holdings, Inc. (DHi) is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristics in accordance with applicable laws.

Administrative Assistant - Client Relations

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10000 client services assistant jobs Near Me

Client Services Assistant

Client Services Assistant

Administrative Assistant in Financial Advisory Firm

Client Communication & Sales Assistant (Onsite)

Service Account Assistant

Eligibility Assistant-Front Desk

Administrative Assistant - Client Relations