Results for Bank Teller Client Services Representative Jobs in San Diego, CA

Add your latest resume to match with open positions.

Senior Client Services Representative

San Diego, CA
onsite
Temporary / Contract
42 - 56 USD / Hourly
Position OverviewOur client, a growing wealth management firm, is seeking a Senior Client Services Associate to support its advisory team and help deliver an exceptional client experience. This individual will play an integral role in managing client account administration, coordinating onboarding activities, supporting reporting processes, and ensuring day-to-day operations run smoothly. The Senior Client Services Associate will work closely with financial advisors, internal operations teams, and external partners to address client needs, maintain accurate records, and support efficient workflows. This role will also provide guidance to junior team members and contribute to the development of processes that enhance service delivery and support the firm's continued growth. The ideal candidate is proactive, detail-oriented, and comfortable balancing competing priorities in a client-focused financial services environment. Key Responsibilities<ul><li>Partner with financial advisors to coordinate client requests, manage service priorities, and ensure timely follow-up.</li><li>Facilitate new client onboarding, including preparing, processing, and tracking account documentation across relevant platforms.</li><li>Coordinate account maintenance requests, asset transfers, fund movements, and other account-related activities.</li><li>Assist with portfolio reporting, account reviews, and the preparation and reconciliation of client performance reports.</li><li>Manage advisor calendars and coordinate client meetings, appointments, and follow-up communications.</li><li>Serve as a reliable point of contact for internal teams, custodians, and other external partners to help resolve client service needs.</li><li>Maintain accurate client files, account records, and documentation in accordance with internal procedures and applicable regulatory requirements.</li><li>Collaborate with compliance and operations teams to support periodic reviews, documentation requests, billing processes, and reporting requirements.</li><li>Monitor outstanding client requests and account activity to ensure tasks are completed accurately and within established deadlines.</li><li>Identify opportunities to streamline workflows, improve consistency, and enhance the overall client and advisor experience.</li><li>Provide day-to-day guidance, training, and mentorship to junior client service team members.</li><li>Assist with developing and maintaining standardized procedures, workflows, and best practices.</li><li>Serve as a knowledgeable resource for client service and operational matters within the office.</li><li>Support the implementation of process improvements as the firm continues to grow.</li></ul>
2026-10-23T00:00:00Z

Customer Service Representative

San Diego, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
Position OverviewOur client, a well-established insurance company, is seeking a Customer Service Representative to support its team and provide exceptional service to policyholders and clients. This individual will serve as a primary point of contact for customer inquiries, assist with policy-related questions, and help ensure a positive customer experience through accurate, timely, and professional communication.Key Responsibilities<ul><li>Respond to customer inquiries via phone and email regarding insurance policies, coverage, billing, and account information.</li><li>Provide accurate information and guidance while maintaining a high level of customer service.</li><li>Assist with policy updates, customer account changes, documentation, and general administrative tasks.</li><li>Research and resolve customer concerns, escalating complex issues to the appropriate team as needed.</li><li>Maintain accurate customer records and document interactions within internal systems.</li><li>Follow company procedures and applicable insurance guidelines while handling confidential customer information.</li><li>Collaborate with internal departments to ensure timely resolution of customer requests.</li></ul>
2026-10-20T00:00:00Z

Customer Relations Representative

San Diego, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Customer Relations Representative to support an insurance agency in San Diego, California location through a Long-term Contract assignment. In this role, you will serve as a key point of contact for inbound inquiries, gather and document important claim details with precision, and help ensure each customer receives timely assistance. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced setting, and takes a thoughtful approach to resolving service-related concerns. Responsibilities:• Respond to incoming calls related to first reports of injury and capture claim information accurately in company systems.• Use attentive listening and well-structured follow-up questions to understand customer needs and provide appropriate support.• Route inquiries to the correct teams when needed and work across departments to help bring issues to resolution.• Maintain complete and accurate records through consistent data entry and careful documentation practices.• Build a strong understanding of service procedures, policy guidelines, and operational workflows to deliver dependable customer assistance.• Identify potential service interruptions or process concerns early and communicate them to Customer Care leadership.• Follow established company standards, training expectations, supervisory guidance, and applicable regulations in daily work.
2026-10-20T00:00:00Z

3 results for Bank Teller Client Services Representative in San Diego, CA