869 Client Services jobs in Claremont

As a CBRE Client Services Specialist, you will provide administrative support to an office or group of sales professionals. This job is part of the Sales Operations function. They are responsible for sales planning, strategy, and forecasting to achieve business objectives.

What You'll Do:

• Gather documentation to complete voucher forms and process Brokers' commission payments.
• Assist with creating property marketing campaigns that include property information materials, comparable market evaluations, and targeted mailing lists. This includes flyers, property brochures, and proposals.
• Assist with the plan of action of marketing particular properties. Support Sales team members with the implementation of business strategies.
• Perform client property tours, resolve client issues, and reply to client pricing inquiries.
• Source properties and clients by researching local and national databases.
• Track and report on replies and communications from sourcing activities.
• Maintain and update marketing database system, intranet, and external website.
• Gather and analyze data to identify and solve complex problems that arise with little or no precedent. May recommend new techniques.
• Impact own team and other teams whose work activities are closely related.
• Suggest improvements to existing processes and solutions to improve the efficiency of the team.

What You'll Need:

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• High School Diploma or GED with 3-4 years of job-related experience. Real Estate Salesperson license required.
• A comprehensive understanding of a range of processes, procedures, systems, and concepts within own job function is required.
• Ability to evaluate and communicate unusual and/or complex content in a concise and logical way.
• InDesign Experience strongly preferred.
• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. Internet research and web publishing skills.
• Organizational skills with an advanced inquisitive mindset.
• Advanced math skills. Ability to calculate advanced figures such as percentages, discounts, and markups.

Why CBRE:

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values respect, integrity, service and excellence and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.

Our Values in Hiring:

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Client Services Specialist position is $60,000 annually and the maximum salary for the Client Services Specialist position is $65,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.

Equal Employment Opportunity:

CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations:

CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).

Client Services Specialist Marketing Job ID 231096 Posted 29-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Ontario - California - United States of America About the Role: As a CBRE Client Ser Client Service, Marketing, Specialist, Sales, Property Management, Business Services, Client

We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively.

• Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
• Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
• Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc.
• Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
• Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank's deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
• Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
• Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
• Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
• Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness and client satisfaction.

• High school diploma, or equivalent education and related training with three years of customer service experience. Or Associate's degree in related field with two years of customer service experience.
• Minimum 5 years of banking experience in account opening particularly for business entities and customer service.
• Candidate should have basic knowledge on general banking regulations such as BSA, CIP, OFAC, etc.
• Familiar with new account opening process and commercial account structures.
• Possess basic knowledge of loan operations.
• Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
• Strong customer service contact handling skills.
• Ability to manage high-volume inquiries in a timely manner.
• Strong organization skills.
• Ability to complete all core trainings.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Possess math aptitude with ability to grasp general accounting and financial concepts.
• Must be fluent in English both speaking and written.

The base pay range for this position is USD $28.00/Hr. - USD $34.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Service Champions is looking for a dedicated Call Center Specialist to join our team. We're committed to providing excellent HVAC and plumbing services, and we need team members who share our focus on quality and customer satisfaction.

This position is in-office, in the city of Brea.

Schedule:

• MondayFriday: 8 a.m. to 7 p.m.
• Saturday: 8 a.m. to 5 p.m. (40-hour work week)

Why Join Service Champions?

• Competitive Pay with performance-based bonuses.
• Career Growth Opportunities We promote from within.
• Comprehensive Benefits:
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid vacation, holidays, and sick leave
• Positive Work Environment: Supportive and team-oriented.

Key Responsibilities:

• Manage a high volume of inbound and outbound calls to schedule appointments.
• Quickly identify client needs, provide solutions, and resolve concerns professionally.
• Accurately document client interactions while managing multiple tasks.
• Meet productivity goals and maintain high-quality service standards.
• Develop a working knowledge of our products and services.

Qualifications:

• 35 years of call center experience preferred.
• HVAC or plumbing industry experience is a plus.
• Ability to type 45+ WPM while talking and multitasking.
• Proficient with Microsoft Suite; Service Titan experience is a plus.
• Strong communication, problem-solving, and customer service skills.
• Bilingual (Spanish) is a plus.

Physical Requirements:

Ability to sit for extended periods with clear speech and listening abilities.

Pay Range: $20 - $24 USD

About Service Champions:

A career with Service Champions can change your life. Recognized as one of Orange County's top places to work, many of our employees have shared that they love working here and the success it has brought them.

You can be proud to be a part of Service Champions. We are a nationally recognized residential heating and air conditioning company that serves Southern California homeowners. Because our clients love our service and friendliness, we continue to grow at a rapid pace, which means terrific opportunities for people with a great attitude and a heart for service.

We are an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws. Additionally, we will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the California Fair Chance Act and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

• Bachelor's degree in Accounting or related field
• CPA with 5 or more years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net worth individuals, privately-owned business, investment partnerships, estates, and trusts

• Master's degree in Accounting or related field
• Technical knowledge sufficient to sell and execute engagements in a variety of industries
• Proven ability to manage, mentor and develop a team
• Strong relationship management and practice development skills
• Ability to attract and service new clients and expand services to existing clients

• Bachelor's degree in Accounting or related field
• CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts

• Master's degree in Accounting or related field
• Technical knowledge sufficient to sell and execute engagements in multiple industries
• Proven ability to manage, mentor, and develop staff
• Strong relationship management and practice development skills
• Ability to attract and service new clients and expand services to existing clients