Client Service Associate - Wealth Advisory Firm
Customer service advocate job in Santa Ana, CA
A fast-growing wealth advisory practice based in Orange County is seeking a Client Service Associate to support its advisors. This is an opportunity to join a firm where client service, professionalism, and growth are prioritized.
If you have a strong attention to detail and a passion for helping clients, this role might be for you. You'll work closely with senior team members and have a direct impact on the day-to-day operations of the firm.
Key Responsibilities:
Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support.
Respond promptly and accurately to all client inquiries.
Handle all client scheduling for meetings with investment advisors.
Maintain accurate records and documentation in accordance with regulatory requirements and firm policies.
Uphold compliance standards and contribute to operational best practices within the firm.
Required Qualifications:
4+ years of experience working in a wealth management firm in client relations.
Active Series 7 and Series 66 licenses.
Bachelor's degree in Business or Finance
Knowledge of financial services products, including equities, bonds, mutual funds, options, annuities, and managed accounts.
Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support.
Compensation & Benefits:
Salary range: $80k-$90k
Health coverage including medical, dental, and vision insurance.
Retirement Plan
Paid Time Off
SoCal JCB - Service Specialist
Customer service advocate job in Colton, CA
Company Profile
SoCal JCB is a highly successful, fast-growing business. We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.
Position Purpose
The Service Specialist is responsible for processing service department Work Orders and ordering/receiving parts. This position reports to the Service Manager.
Position Type: Exempt
Major Tasks, Responsibilities & Key Accountabilities
Interacts directly with customers, meet expectations, handles potential problem situations, customer satisfaction.
Reviews work orders for completeness and accuracy prior to customer billing
Submits all service warranty and Product Improvement Program claims within the required timeframe to receive maximum credit
Handles inbound service and parts inquiries
Research and places parts orders from JCB and various vendors
Handles all shop inquiries in an efficient and responsive manner.
Maintains parts inventory.
Researches and advises technicians of parts and orders.
Monitor and update Livelink to drive parts and service revenue.
Ensures safety policy and practices are followed
Maintains a clean and professional image according to JCB Standards
Conducts business in alignment with the company's Values
Performs other related duties as required.
Knowledge, Skills, Abilities & Competencies
High School diploma or equivalent experience
Proficiency with Microsoft Word, Excel and PowerPoint
Ability to perform multiple tasks while maintaining a sense of urgency.
Excellent customer service skills
Excellent problem-solving skills - ability to think outside the box
Strong interpersonal and team working skills
Excellent oral and written communication with an emphasis on phone skills
Ability to take direction well and work with minimal supervision
Bilingual in English/Spanish required
JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED
JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at ****************************************
Customer Service Representative
Customer service advocate job in Irvine, CA
For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer service representative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds
Office Rotation: Tuesday/Thursday & every other Friday
Must live in commutable distance to Irvine, California
Work from Home Rotation: Monday/Wednesday & every other Friday
Competitive pay rate- $26
Why should you apply:Medical and dental benefits
Opportunity to gain valuable experience.
Enjoy a positive and supportive work environment.
Paid training to ensure you have the skills & knowledge to succeed.
What's a typical day as a Customer Service Representative? You'll be:
Processing product complaints through queues and other communication channels.
Maintaining a positive experience while investigating complaints in a timely and courteous manner.
Accurately updating databases with pertinent details & product information.
Escalating issues based on severity to appropriate levels as needed.
Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints.
This job might be an outstanding fit if you:
Have a high school diploma or equivalent.
Have at least 6 months of customer service experience
Have strong problem- solving and organizational skills.
Are able to work in a fast-paced environment.
Are able to work a hybrid work schedule comprised of weekly office & remote requirements.
What happens next:
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Representative today.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquí en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orígenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
Customer Service Representative
Customer service advocate job in Riverside, CA
Contract role- 3 months
Duration: 3 Months
About the Role:
We are seeking a detail-oriented and customer-focused individual to join our team for a 3-month temporary assignment. This role is ideal for someone with strong communication skills and proficiency in data entry who thrives in a fast-paced environment.
Key Responsibilities:
Provide exceptional customer service in person and over the phone
Accurately enter and update customer information in company systems
Handle inquiries, resolve issues, and ensure customer satisfaction
Maintain organized records and follow company procedures
Qualifications:
Excellent verbal and written communication skills
Strong attention to detail and accuracy in data entry
Ability to work on-site in Riverside, CA
Previous customer service experience preferred
Schedule: Full-time, on-site
Pay Rate: $20 to $22 per hour
Benefit offerings: include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Customer Service Representative
Customer service advocate job in Anaheim, CA
JOB RESPONSIBILITIES:
Include the following. Other duties may be assigned. The order of the duties listed does not represent the importance and/or percentage of time dedicated to each duty.
• Promote positive customer relations with customers and coworkers.
• Answer 100+ routine and non‐routine customer calls daily.
• Acquire a working knowledge of our database.
• Communicate with a variety of people across various levels within the organization.
• Make suggestions on improving/streamlining workflow processes and enhancing profitability.
• Develop a strong teamwork ethic.
• Consistently meet established productivity, schedule adherence, and quality standards.
• Quickly and accurately identify/assess individual needs and take action to satisfy those needs.
• Provide information about products and services.
• Maintains customer records by updating account information.
• Follow communication procedures, guidelines, and policies.
• Resolves service problems by clarifying the customer's complaint, determining the cause
of the problem, selecting and explaining the best solution to solve the problem, and expediting.
correction or adjustment; and following up to ensure resolution.
• Provide face-to-face customer service with walk-in customers.
• Must follow all company rules and procedures.
• Ability to deal with customers in a courteous, polite, and professional manner always.
• Other duties as assigned.
EDUCATION & EXPERIENCE:
• High school diploma or general education degree (GED)
• Customer Service Experience a plus
• Bilingual Spanish a plus
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to use hands and reach with hands and arms, hear, and talk. The employee will be working and navigating on a computer. The employee occasionally is required to stand, sit, stoop, kneel, crouch, and walk. The employee may occasionally be required to lift and/or move up to 20 pounds. The work environment is usually moderate to loud.
Customer Service & Bike Tech
Customer service advocate job in Perris, CA
First 90 days: fully in office
After 90 days: 3 days in office, 2 days hybrid
Based throughout Southern California, Retrospec is committed to a no-barrier, inclusive entry to nature and honest conversation about the industry. Over the past 16 years, Retrospec has grown exponentially to serve consumers of all ages, ignite their passion for fresh air, and fuel their love of nature through all seasons. Everything we create is designed and tested in beautiful California to ensure it's ready for your next journey. Choosing the road less traveled is rarely easy, but always worth it.
About the Role
We're seeking an experienced, empathetic, and technically skilled Customer Service & Bike Tech to join our growing team. This hybrid role combines technical bike expertise with exceptional customer care, supporting both our direct-to-consumer (D2C) and dealer (B2B) channels.
You'll be the go-to expert for customer and dealer inquiries, troubleshooting bike and e-bike issues, managing warranty claims, and ensuring every interaction reflects the Retrospec brand's commitment to quality, integrity, and outdoor adventure. If you thrive in fast-paced environments, love helping people, and enjoy problem-solving with a hands-on approach, we'd love to hear from you.
Responsibilities
Receive, research, and respond to customer and dealer inquiries via phone, email, chat, and social media with empathy and professionalism.
Provide expert-level knowledge and troubleshooting support for bikes and e-bikes, including assembly, repair, maintenance, and general technical questions.
Manage consumer and dealer warranty claims, acting as a liaison between customers, sales, product, and warehouse teams.
Walk customers through assembly and troubleshooting steps clearly and confidently via phone or email.
Process returns, exchanges, and replacement parts with attention to accuracy and customer satisfaction.
Collaborate with the warranty, sales, and warehouse teams to ensure timely resolutions and a seamless experience for both consumers and dealers.
Build and inspect new and returned bikes for troubleshooting and quality control, as needed.
Respond to and monitor social media inquiries and reviews, escalating trends or product feedback to the appropriate teams.
Track and flag recurring issues, inefficiencies, or product concerns to improve customer experience and operational processes.
Maintain accurate communication records in Gorgias using automations and workflows to manage volume efficiently.
Communicate customer insights and product feedback constructively to product development, sales, and marketing teams.
Quickly become familiar with the Retrospec brand voice, customer service protocols, and software platforms to provide high-quality support.
Assist with additional customer service and clerical tasks as assigned.
Qualifications
2-3 years of ecommerce customer service experience; bike industry experience highly preferred.
Strong understanding of bike and e-bike mechanics, assembly, repair, and maintenance.
Exceptional written and verbal communication skills with a friendly, professional demeanor.
Experience with customer service tools such as Gorgias or Zendesk.
Proven ability to manage a high volume of tickets, calls, and multi-channel inquiries efficiently.
Highly organized, detail-oriented, and capable of multitasking in a fast-paced environment.
Proficient computer literacy and quick adaptability to new systems.
AA degree preferred; high school diploma or equivalent required.
Experience managing warranty processes and dealer accounts is a plus.
Familiarity with social media or online community communication is a bonus.
Passion for outdoor recreation, cycling, and the Retrospec mission.
Physical Requirements: Must be able to lift and move items weighing up to 75 lbs as needed.
Customer Service Representative
Customer service advocate job in Irvine, CA
Specialized Recruiting Group, Irvine is seeking a Customer Service Representative for a third-party logistics firm specializing in the medical device industry. This is a permanent, evaluation hire, career opportunity in the Irvine, CA area. Base compensation starts at $21.00 to $26.00/hour.
Responsibilities
Processing inbound calls from internal and external customers
Providing customer support for medical devices and consumer electronics
Researching information requests
Data entry
Requirements
Medical device and or logistics industry experience
Previous office-based customer service experience
Excellent English communication skills (spoken and written)
College degree a benefit but not mandatory
Professional, positive and friendly personality
Intermediate Word, Excel and Outlook ability
At Specialized Recruiting Group, our team of employment professionals is deeply connected with local businesses that are actively hiring, giving you a competitive edge in your job search. Whether you are seeking a full time position or a contract role, our experts are here to help at no cost to you. Enjoy personalized support and access to exclusive job opportunities when you partner with Specialized Recruiting Group.
Customer Service Insurance Sales
Customer service advocate job in Redlands, CA
Remote Licensed Agent Life Insurance, Mortgage, & Investments Imagine earning from home without cold calls, door knocking, or chasing friends & family clients come to you through referrals. What You Get: Paid training + State & Federal licenses (covered)
Flexible part-time or full-time schedule
No quotas or income caps
Residual income, bonuses, stock options, & tax advantages
Career paths: agent, trainer, recruiter, or brokerage builder
Who We're Looking For:
Motivated, trustworthy self-starters ready to learn sales, leadership, and client relationship skills no prior experience needed.
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Entrepreneurial mindset & self-discipline
Guest Service Associates
Customer service advocate job in Anaheim, CA
Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application. $16.50 - $17.00 / hour Knott's Berry Farm Guest Service Associates hold numerous positions from Ride Operator, Food and Beverage Associates, Gate Attendants, Park Service Attendants, Games Associate, Merchandise Associate and many more!
Apply now in order to be considered for one of the following positions:
- Food Service Associate
- Food Prep
- Busser
- Dishwasher
- Steward
- Games Associate
All positions are 18+ and seasonal with a tentative end date in mid-January.
Working with us is an opportunity that can pay off for years to come - with skills, knowledge, experiences and friends that can last a lifetime!
A Seasonal job with us can lead to a successful future. That's because you will:
* Develop resume-building skills to help achieve your career goals
* Work in a welcoming and diverse environment
* Gain knowledge through training programs and work experience
Responsibilities:
You'll Make a Difference:
* Interact with our guests and make their day amazing through meaningful connections
* Share your passion for creating a warm and welcoming environment with your team
* Deliver fast and accurate service
* Contribute to our exceptional track record for safety xevrcyc
Qualifications:
We're looking for:
* A genuine interest in making people feel welcome using your smile and positive nature
* Keen to be a part of something you believe in, providing fun while having fun at work
* Openness to learn, grow and develop skills
* Commitment to your team by being on time and working scheduled shifts
* Desire to be outdoors for extended periods in all weather conditions
Customer Liaison
Customer service advocate job in Running Springs, CA
The Customer Liaison is an hourly position whose primary responsibility is to provide adequate communication, customer service, and guidance to families and teachers whose students/Campers will be attending Pali Institute and Pali Adventures. The Customer Liaison will work closely with the Visiting School Supervisor during the school year and the Pali Adventures Camp Relationship Director for the summer to ensure Pali provides timely and consistent customer support.
QUALIFICATIONS
Strong interpersonal and communication skills.
Administrative experience.
Exceptional verbal and written communication skills, with a professional and friendly demeanor.
Proficient on Mac computers and Microsoft suite
Must be a positive team player with strong administration skills.
Must demonstrate good judgment and decision-making ability.
Must have initiative and be able to work with minimal supervision.
Bilingual language skills in Spanish and English (preferred)
Must be extremely organized.
Demonstrates ongoing responsibility and commitment through good attendance and by being on time to work
Strong organizational and time-management skills, with the ability to handle multiple tasks and priorities effectively.
The need to learn and evolve constantly.
JOB REQUIREMENTS
Report to the Visiting School Supervisor and Assistant Directors(school year) and to the Camp Relationship Director (summer).
Answer phones and direct incoming calls with a high level of energy and professionalism
Respond to all emails in a timely and professional manner
Follows through on all customer issues.
Distribute messages to the appropriate staff.
Learn the ins and outs of CampDoc/CampMinder software
Responsible for the presentation of a professional image.
Discretion and respect for customer confidentiality.
Handle logistical questions for districts, schools and families.
Answer all CampDoc/CampMinder Family and teacher questions from phone and email, and ensure camper profiles are complete before arrival.
Communicate pertinent medical information to Wellness Center staff.
Effectively communicate any questions, problems or concerns to the Visiting Schools Supervisor/Camp Relationship Manager.
Some weekends and Holidays may be required during the summer.
Other duties as assigned by the Pali Directors/Camp Relationship Manager.
Other tasks may be added as time allows that align with the strengths of the person hired.
Compensation
Full-time Position
Pay: $17 - $20.00 DOE
Medical/Vision/Dental Benefits, Paid Vacation, Sick Time
Customer Service
Customer service advocate job in Tustin, CA
Customer Service Specialist
Pack leaders wanted! We are JustFoodForDogs, and our passion is to help give all animals 'More life. More years. More love.' by providing them with the best diet. If you share our passion, apply to be a Customer Service Specialist today! Our most successful Customer Service Specialists are pet owners themselves who care deeply about what they feed their pets. They love talking to and establishing long-term relationships with pet parents, helping them learn how a wholesome, nutritious diet can benefit their furry family members!
Responsibilities
Provides customer service in a timely manner via several means which include email, telephone live chat, SMS, Video chat, social media and other communication channels
Acts as a liaison between pet parents and management in order to enhance the overall customer experience.
Analyzes complaints from customers and provides adequate resolutions.
Tracks proposed resolutions and follows up with customers in a timely fashion.
Prepares documents and reports for future reference.
Trains peers in good customer service.
Develops and maintains vast knowledge of pet nutrition products and services being offered.
Conduct surveys regarding products, services, and customer service experiences.
Communicates customer feedback to various teams-including quality, E-commerce, and marketing departments-in order to improve the overall customer experience.
Other tasks and duties as assigned by manager
Required Skills/Abilities:
Possesses the ability to communicate effectively in person, over the phone, live chat, email, SMS (text messaging), social media, and video chats.
Has strong leadership skills and the ability to work with others to resolve customer complaints.
Exhibits self-motivation, the ability to multitask and pay close attention to small details.
Can think logically to provide answers to customer questions as well as resolutions for various issues that may arise.
Exhibits the ability to prioritize tasks and complete them in a high-pressure environment.
Displays the ability to work in a collaborative and team-oriented environment.
Qualifications
Passionate and motivated to make a difference in the health and lives of dogs and cats
Retail or consultative experience; pet nutrition experience a plus
Skilled at assessing needs, sharing features and benefits of products, overcoming objections, and wrapping up productive consults
Able to help customers in one contact
Strong interpersonal skills
Drive to meet and exceed goals
Empathetic to our Pet Parent's situations
Strongly prefer a four-year degree and require a High School Diploma or equivalent.
3+ years previous experience delivering excellent customer service in a call center environment
Who We Are
Join us in the movement to ensure longer and healthier lives for dogs and cats. JustFoodForDogs is breaking new ground in the world of pet food! Vet-developed and recommended, we started cooking our whole food; human-grade, nutritionally balanced meals in Newport Beach in 2010 and we now have over 50 locations with continuing growth plans. We offer best in class benefits, health, dental, vision, 401k, Pet Insurance and Employee Discounts on our food and supplements. Learn more about what we do at ************************
Tenets of the Pack (Company Values)
Live Our Mission - We believe this is more than a job. It's a cause.
Be a Team Player - We put company goals and success first.
Maintain a Positive Attitude - We bring energy, enthusiasm, and drive to everything we do.
Deliver Results - We play to win.
JUSTFOODFORDOGS is an Equal Opportunity Employer.
JUSTFOODFORDOGS does not discriminate due to race, color, creed, religion, sex, sexual orientation, gender and/or gender identity or expression, marital or parental status, national origin, ethnicity, citizenship status, veteran or military status, age, disability, unemployment status or any other legally protected basis, and to the extent permitted by law.
Auto-ApplyCustomer Support Representative
Customer service advocate job in Irvine, CA
JOB TITLE:
Customer Support Representative
DEPARTMENT:
Supply Chain
REPORTS TO:
Supervisor, Customer Support
SUPERVISES:
None
POSITION TYPE:
Non-exempt
GENERAL POSITION SUMMARY:
This position serves as the basic interface between JAE Electronics and the customers specifically as it relates to their order requirements. These communications shall take place in person, via telephone, e-mail, facsimile or any other acceptable method of communication. The individual must be self-motivated, capable of making independent decisions related to requirements of the position. A good understanding of business concepts and information flow is essential.
Coordination of multiple tasks will be required.
MAJOR ACCOUNTABILITIES:
The primary responsibility of the Customer Support Representative is the coordination of activities related to customer's orders including support, price, delivery, availability, order processing, demand requirements, scheduling, and returns. Under the direction of the Customer Support Supervisor, the Customer Support Representative is responsible to understand and accommodate the various requirements of assigned customers and communicate these requirements to other appropriate disciplines and groups within JAE Electronics as required.
DUTIES AND RESPONSIBILITIES:
PERCENT
Order Processing
40
Order Follow-Up
20
Handling Customer Inquiries
15
Administrative Duties related to Customer Orders
15
Other
10
CORE COMPETENCIES:
Good organizations skills
Good communications skills
PC Software application skills
Ability to manage detailed tasks
QUALIFICATION REQUIREMENTS:
Education: Bachelor's degree preferred.
Experience: Minimum 4-6 years of relevant experience.
Experience may be considered in place of a degree.
Skills: Computer Skills (Outlook, PowerPoint, Excel, & Word), Telephone, and General Office.
Knowledge of SAP software preferred.
Fluency in Spanish and/or Japanese preferred.
BUSINESS TRAVEL:
This position may require minimal local travel.
PHYSICAL DEMAND:
This position requires lifting up to 10 pounds frequently.
Auto-ApplyCustomer Service Agent, Admin (Warehouse Clerk)
Customer service advocate job in Riverside, CA
DSV - Global transport and logistics In 1976, ten independent hauliers joined forces and founded DSV in Denmark. Since then, DSV has evolved to become the world's 3rd largest supplier of global solutions within transport and logistics. Today, we add value to our customers' entire supply chain by transporting, storing, packaging, re-packaging, processing and clearing all types of goods. We work every day from our many offices in more than 80 countries to ensure a steady supply of goods to production lines, outlets, stores and consumers all over the world. Our reach is global yet our presence is local and close to our customers. Read more at ***********
Location: Riverside, Sycamore Canyon Blvd
Division: Solutions
Job Posting Title: Customer Service Agent, Admin (Warehouse Clerk)
Time Type: Full Time
POSITION SUMMARY
The Customer Service Agent, Admin has the basic responsibility for label control, yard coordination, and administrative functions in support of the entire outbound (Shipping and Picking) operation. The Admin is also responsible for communicating issues to the outbound supervisors in a timely manner. Must have Excel Experience and be computer literate.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Label Control:
* Prepare, distribute, and reprint all labels for carton/pallet pickers daily in a fair and consistent manner. Maintain a clear, consistent label flow to allow pickers the opportunity to perform in a safe, accurate, and productive manner without issue or hindrance. Track and document all labels given out.
Yard Coordination:
* Utilize Y/WMS system to communicate outbound pulls and plugs to yard drivers on a daily basis. Assist supervisor to ensure trailer is properly chocked and green light is active before trailers are moved or loading begins.
Administrative Functions:
* Complete computer data entry required for shipments. Issue seals to loaders. Verify accurate, pertinent information (i.e., seal number, trailer number, store number, etc.) in order to prepare Bills of Lading (BOL's) for all completed outbound loads. Schedule LTL carriers for pickup (site specific). Print work assignments for replenishment drivers. Document and file all outbound related paperwork in a neat and orderly fashion. Multitask and work with a high sense of urgency in the performance of all duties. Assist outbound supervisors with compiling and tracking downtime sheets as required. Provide service and adhere to professional etiquette when communicating with members of management, peers, customers, and visitors.
Safety, Sanitation, Security:
* Maintain a clean, neat, and orderly work area. Assist in maintaining the security of the warehouse. Ensure all seals and sensitive documents are properly secured when not in use. Distribute and collect tools and equipment (i.e., RF guns, bolt cutters, etc.) to associates and report issues to outbound supervisors in a timely manner. Conduct operations in a manner, which promotes safety. Conduct operations in accordance with OSHA and MSDS Standard
OTHER DUTIES
* Safe use of powered equipment, RF scanners, computers, and printers.
* Follow company policies, guidelines, and ISO procedures
* Exposure to varied environmental conditions (heat, cold, dry, humid, light, dark, dusty, etc.)
* Repeated heavy lifting over 25 pounds as needed
* Repetitive motion consisting of (but not limited to) walking, climbing, and carrying
* Repetitive stationary activities consisting of (but not limited to) standing, sitting, bending, stretching, stooping, kneeling, crouching, squatting, reaching, pushing, pulling, holding, and grasping
* Details may vary dependent on work function - the duties are all inclusive as associates may be requested to assist in various areas of the operation as needed.
* Performs other duties as assigned.
* Work overtime as dictated by business whether mandatory or voluntary.
SUPERVISORY RESPONSIBILITIES
* None
MINIMUM REQUIRED QUALIFICATIONS
Education and/or Experience
* Must have a high school diploma or general education degree (GED).
* 1-3 years' experience working in inventory control or warehousing admin experience.
Certificates, Licenses, Registrations or Professional Designations
* None
Other
* Must be able to work in unregulated temperatures within the warehouse during the warmer and colder months can range from mild to moderate.
SKILLS, KNOWLEDGE AND ABILITIES
Computer Skills
* Intermediate computer skills
* RF Scanners
* Proficient MS Office Applications
Language Skills
* English (reading, writing, verbal)
Mathematical Skills
* Basic to intermediate level to verify quantities of product, count inventory, or perform other duties associated with handling, storing, and distributing client products.
Other
* Strong attention to detail accuracy and accomplish job task in a timely manner.
* Ability to perform duties with minimal supervision or guidance.
* Must be able to effectively adapt to change and thrive in a stimulating, fast-paced work environment.
* Effective communication skills
PREFERRED QUALIFICATIONS
* 1-2 years' experience working in a warehouse/logistics/distribution environment
* 1-2 years' experience working with Warehouse Management Systems (WMS)
PHYSICAL DEMANDS
Occasionally
* Bending
Frequently
* Walking and Standing
Constantly
* Sitting
Ability to Lift/Carry and Push/Pull
* 11-20 pounds
o Reach above shoulder, squat, or kneel.
WORK ENVIRONMENT
While performing the duties of this job, the employee rarely is exposed to fumes or airborne particles, toxic or caustic chemicals. The noise level in the work environment is usually low to moderate.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
We provide market-competitive compensation packages, inclusive of base pay, incentives, benefits, and equity. The pay for this role ranges from $20 to $23 hourly . It would not be typical for someone to be hired at the top end of range for the role, as actual pay will be determined based on several factors, including experience, skills, and qualifications.
DSV is an equal employment opportunity employer. Candidates are considered for employment without regard to race, creed, color, national origin, age, sex, religion, ancestry, disability, veteran status, marital status, gender identity, sexual orientation, national origin, or any other characteristic protected by applicable federal, state or local law. If you require special assistance or accommodation while seeking employment with DSV, please contact Human Resources at *************. If you are interested in learning the status of your application, please note you will be contacted directly by the appropriate human resources contact person if you are selected for further consideration. DSV reserves the right to defer or close a vacancy at any time.
DSV - Global transport and logistics
Working at DSV means playing in a different league.
As a global leader in transport and logistics, we have been on an extraordinary journey of growth. Let's grow together as we continue to innovate, digitalise and build on our achievements.
With close to 160,000 colleagues in over 90 countries, we work every day to offer solid services and meet our customers' needs and help them achieve their goals. We know that the best way to achieve this is by bringing in new talent, fresh perspectives and ambitious individuals like you.
At DSV, performance is in our DNA. We don't just work - we aim to shape the future of logistics. This ambition fuels a dynamic environment built on collaboration with world-class team players, accountability and action. We value inclusivity, embrace different cultures and respect the dignity and rights of every individual. If you want to make an impact, be trusted by customers and grow your career in a forward-thinking company - this is the place to be.
Start here. Go anywhere
Visit dsv.com and follow us on LinkedIn and Facebook.
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Customer Retention Specialist
Customer service advocate job in Murrieta, CA
Description:
The Retention Specialist loves to drive results and promote the highest level of client satisfaction by turning a client into a true partner and developing real, authentic relationships. Client success is a top priority at ProSites and as such, we empower our employees to drive that message home with our clients. You constantly are looking to identify & cultivate business growth opportunities while ensuring a high level of continuous client satisfaction. Our clients must be real relationships you value, and you would do anything to maintain a high level of trust with them.
Responsibilities:
Analyze customer feedback and ensure customer retention.
Develop and maintain knowledge of the company's products, services, policies and procedures.
Report accurately on calls inbound and outbound, and call details on CRM (Salesforce).
Develop valuable rapport with clients, provide analysis and suggestions of services they have and what they would benefit from.
Demonstrate outstanding customer service through phone, email and chat support.
Exhibit exceptional organizational skills and maintain up-to-date documentation of all client activities throughout the agency
Have an extremely high level of ownership and responsibility; represent the client internally
Collaborate and offer insight to customer retention campaigns by recognizing triggers based on customer behavior
Regular and reliable attendance is required as this is a full-time position
Other duties as assigned by management
Requirements:
2+ years of customer retention experience at a SaaS company
3+ years of customer service experience in a fast paced, customer focused environment
Proficiency in Microsoft Office (including Word, Excel, PowerPoint, etc.)
Familiarity with CRM, preferably Salesforce.com, or similar systems required
Strong time management and project management skills
Comfortable learning, using and discussing very granular elements of website technology and integrations
Physical/Mental Requirements for the Job:
Prolonged periods of sedentary movement
May be requested to work overtime and weekends if deemed necessary
Must be able to lift at least 20 pounds
Certain management positions might be required to occasional travel
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job- related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.
Requirements:
PTA - Redlands Healthcare Center
Customer service advocate job in Redlands, CA
Redlands Healthcare Center is a 78-bed skilled nursing facility located in Redlands, near Redlands Community Hospital. "Serve more people, touch more lives" is our pledge and promise. At Redlands Healthcare we create a home-like atmosphere for our residents by providing recently renovated accommodations along with team members that feel like family.
Join our team today!
We are currently looking for an exceptional and experienced Physical Therapy Assistant (PTA) to join our work family. Our therapy team works toward specific goals of achieving the resident's highest functional level of independence. If you are a South Carolina licensed Physical Therapy Assistant (PTA) who genuinely wants to make a difference for others, then we would love to meet you!
We offer the following to our Physical Therapy Assistants:
* $33 + per hour/ DOE
* Flexible scheduling
* Professional Development Opportunities
Job Requirements:
* Current, unencumbered certification to practice in CA and/or national certification
* Physical Therapy Assistant Degree
* LTC/Rehab experience is preferred
Auto-ApplyCustomer Success Representative
Customer service advocate job in Rancho Cucamonga, CA
Job Description
Come join a winning Team! Since 1970 Plastic Express has met the bulk trucking, bulk terminal, packaging, and warehousing needs of the plastics industry. Our strategic locations, modern systems, and dedicated employees allow us to provide custom tailored logistical solutions to fulfill the most challenging needs of our customers. Plastic Express operates from 22 full-service facilities, more than 40 bulk terminals, and 52 railcar terminals offering more than 8,500 railcar spots across the country. We are located near 9 major ports in the U.S. and rely heavily on our rail infrastructure to handle imports /exports as well as regional distribution. At many of the Plastic Express sites, we also handle some non-plastic commodities, which include; paper rolls, steel, building materials and other dry bulk materials. Plastic Express owns and operates roughly 250 trucks, with approximately 250 trailers performing full bulk truck distribution business. Plastic Express is headquartered in Houston, TX and has over 600 employees nationwide. Our goal has always been to exceed our customer's expectations, and our can do-attitude is what differentiates us from the competition.
Plastic Express employees have always been our key to success and total customer satisfaction. We are always looking for dependable & talented business professionals that will help us to grow and to continue our “Can Do” tradition.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Summary:
This position reports to the Customer Success Manager. A "hybrid" Customer Service position involving significant interaction with external and internal customers to provide "best in class" service to a customer base comprised of Fortune 500 companies and other small enterprises. The ideal candidate has experience and the proven ability to manage the customer's day to day logistics/warehouse/transportation needs in a high pace/high transaction, team-oriented service environment. Attention to detail and strong proofreading abilities are necessary skills. Experience with SAP or web-based TMS/WMS/OMS operating systems is essential for success. The Customer Success Representative (CSR) will work closely with and provide prompt feedback to: Sales and Marketing, Accounting, Human Resources and company executives. During the course of business, the CSR is not to share any confidential information with anyone other than their direct manager or Executives of Plastic Express.
Essential Functions/Duties:
Process customer bulk trucking and packaging orders from various sources, email, SAP, Web based portals, EDI
Input customer orders into TMS/WMS system with accuracy and speed.
Prepare end of day reports
Answer phones, forward calls and take messages
Research information when needed
Maintain inventory by checking for any discrepancies
Assist in customer inventory reviews
Monitor “Open Order” process of customers to make sure all orders are being updated
Assist the CSR Manager with special assignments as needed
Maintain and monitor delivery in Plastic Express data base
Notify management immediately anytime orders are missed/moved
Track daily/weekly/monthly all activities on the customers' open order reports; ensure they are completed and updated properly
Notify management of any discrepancies
Monitor and maintain the Open Order Report in the Warehouse database
Review customer orders to ensure 100% accuracy
Contact CS Manager with any questions on orders
Qualifications:
Required Education and Experience
2+ years of experience in customer service (in the transportation industry preferred)
Type 40wpm+ with 100% accuracy
Preferred Education and Experience
College degree
Knowledge of bulk commodities industry rates and terms
Physical Demands
While performing the duties of this job, the employee is regularly required to see, talk and hear. The employee is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Must be able to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Prolonged periods sitting at a desk and working on a computer
Licenses/Certificates:
None
Skills:
Proven interpersonal skills; relationship development and management
Ability to work independently and as part of team
Ability to recognize onsite risk factors and take appropriate action with firmness and tact
Demonstrated proficiency with Microsoft Office products at the following levels:
Word, Excel, Outlook: Intermediate level of skill
PowerPoint: Basic level of skill
Global and cultural awareness
Ability to multitask, prioritize and work under stress
Highest quality written and verbal communication skills
Willingness to be cross-trained in other departments
Professional, friendly phone presence
Additional Job Details:
Supervisory Responsibility:
This position has no direct reports.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and printers/scanners.
Position Type/Expected Hours of Work:
This is a full-time, in-person position. Days of work are Monday through Friday.
Travel:
Little to no travel is expected for this position.
Compensation:
$22.00 per hour, based on experience.
Benefits and Perks:
Family health benefit packages - after 90 days
Vacation pay - after 90 days
Holiday pay - after 90 days
Company matching 401k retirement program - after 90 days
Duties and responsibilities may be added, deleted and/or changed at any time at the discretion of management.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
In line with Plastic Express' Environmental Promise, the hired individual is expected to enthusiastically support all facets of Operation Clean Sweep; specifically, making a conscious effort to prevent pellet, flake and powder loss into the environment and ensure any spills are swiftly and effectively cleaned up.
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Customer Solutions Representative 2
Customer service advocate job in Irwindale, CA
Job Description
Associate\'s degree in business or equivalent combination of education, training and experience. Typically possesses three to five years experience resolving problems for customers and answering customer questions regarding Company programs, policies, and procedures. Demonstrated ability to tactfully resolve moderately complex issues. Under limited supervision, processes incoming orders. Receives, evaluates, and answers customer inquiries (phone or correspondence) of a moderately complex nature. Tasks require some judgment. Typically requires a high school education or equivalent and three to five years experience. Normally reports to the Customer Service Supervisor. (Add software requirements) Excellent organizational skills, high attention to detail and exceptional customer services skills required.
Day-to-Day Responsibilities/Workload
Responsible for clearing payment exceptions pertaining to the electronic payment channels: Electronic Funds Transfer; Authorized Payment Agencies; Direct Payment; Electronic Data Interchange; Quick Check; Credit/Debit Card; and .com.
Helps to resolve payment inquiries received by customers directly and through system generated orders.
Utilizes internal and external tools designed towards researching payments and determining their intended destination.
Works with s banking relationships and vendors to return unidentified payments to the originator when necessary.
Completes a daily reconciliation between SAP-ISU and the General Ledger using Bank deposit data to validate accurate financial reporting.
Issues customer refund drafts for lost, stolen, or uncashed refunds. Works to process fraud documents with the appropriate internal groups.
Required Skills/Attributes
Three (3) years of experience in customer service and resolving customer inquiries.
Ability to change course when an urgent matter arises.
Good Written, Verbal and Communication Skills
Ability to communicate complex issues well both in writing and verbally
Desired Skills/Attributes
Experience with SAP applications
Experience with the payment processes and/or banking knowledge.
Ability to apply logic to a scenario and pull upon previous occurrences
Education Requirement
A. High School Diploma or Equivalent
Customer Service Sales Agent
Customer service advocate job in Rancho Cucamonga, CA
Work from Monday to Friday hours varies from 8am to 7pm
Saturdays are mandatory from 9am to 5pm (working Saturdays will get a day off during the week)
Present and sell packages to customers pertaining to auto insurance
Collaborate with the sales team to achieve better result
Without a Broker License you will start at 18 an hour + commission with opportunity of getting bonus at the end of the month
With a Broker License you will start at 20 an hour + commission with opportunity of getting bonus at the end of the month
You are required to get the Broker License in the first 60 days of work. (In the first week you will need to pay for 32 hours course to get certificate, you will get paid to come to the office and complete the certificates. Within the second week, we will schedule he test appointment and depending on the day available, you are required to study until the day comes.)
Qualifications :
Proven negotiation and customer service skills - sales experience
Proficiency in Microsoft Office
Excellent time management and organizational abilities
Ability to upsell effectively
Prioritizing, time management, and organizational skills
Read, write, speak in Spanish is REQUIRED
Service Center Representative
Customer service advocate job in Rancho Cucamonga, CA
Job Description
Cut N Dry Restoration is currently hiring for a full-time Service Center Representative to help our company grow by acting as the channel for conveying information to the property owner and other parties in the Rancho Cucamonga, CA area. This customer service position earns a competitive wage of up to $23 per hour, depending on skills and experience.
In addition to competitive pay and our team-oriented culture, we offer our Service Center Representatives the following benefits:
Medical, dental, vision, and life insurance
A 401(k) plan
Competitive bonus incentives
DAY-TO-DAY
This full-time position typically works at our office Monday through Friday with a rotating weekend and on-call schedule.
As a Service Center Representative, you are the first point of contact for our customers. You spend the majority of your time in the office on the phone or computer answering calls, confirming appointments, resolving issues, updating client information, and dispatching technicians. While dispatching technicians, you maximize their time and mileage. As needed, you update customers on any changes. You also ensure customer satisfaction by following up with clients after their services have been performed. With you on our team, our office runs efficiently, and the trusting relationships you create with clients keep them coming back for more!
ABOUT CUT N DRY RESTORATION
Cut N Dry Restoration started out as a small family-owned business with the goal of providing high-level service that sets us above the rest. Since our beginning, we have kept countless homes safe and free of harmful mold and bacteria commonly associated with water damage. Our team of dedicated and compassionate IICRC-certified technicians care deeply about ensuring clients can come home to a safe living space and will work day in and day out to make that happen.
To ensure our services are top-notch, we implement continual training for our team and cultivate an open atmosphere where each person does their part for shared success. We understand we would be nowhere near as successful without our hardworking team which is why we reward them with exceptional benefits and the best pay in town. Come join our restoration team!
OUR IDEAL SERVICE CENTER REPRESENTATIVE
Passionate - about accuracy and office work
Detail-oriented - organized and precise for maintaining operations
Self-starter - to independently tackle tasks
Problem-solver - to quickly address and fix issues
Social - can effectively communicate, both verbally and written
Friendly - to provide exceptional customer service
If this sounds like you, keep reading!
REQUIREMENTS
High School Diploma or equivalent
2+ years of experience in customer service, collections, and account management
Willing to work weekends
So, now that you've learned the who, what, where, and why, you may be wondering HOW? It's easy! Just fill out our initial mobile-friendly online application. We hope to meet you soon!
Location: 91730
Must have the ability to pass a background check.
Job Posted by ApplicantPro
Call Center Specialist
Customer service advocate job in Anaheim, CA
Are you passionate about making a meaningful impact on community health? We're seeking a dedicated Call Center Specialist to join our dynamic team. As a Call Center Specialist at KCS, you'll play a pivotal role in delivering exceptional patient care by managing calls, scheduling appointments, providing compassionate support, and ensuring seamless communication across departments-all while upholding HIPAA standards.
KCS COMPENSATION AND BENEFITS
* Medical, Dental, Vision, and Life Insurance
* Vacation, Holiday, and Sick Leave Pay
* 401(k) Retirement Plan
* Long- and Short-Term Disability Insurance
* Flexible Spending Account
* Employee Assistance Program
KCS is an Equal Opportunity Employer and does not discriminate on the basis of race, ethnicity, religion, gender, age, physical disability, and sexual orientation.
KCS participates in E-Verify to confirm the employment eligibility of all new hires. As part of our hiring process, we will verify your eligibility to work in the United States using E-Verify.
MINIMUM REQUIREMENTS
* Bilingual in Chinese/Korean/Spanish preferred
* Ability to work in a fast-paced environment, and to multi-task
* Excellent interpersonal, verbal, written communication skills
* Proficient in Microsoft Office Suite (Excel, Word, SharePoint, Outlook, and other required software)
* Ability to recognize and maintain confidentiality of information as appropriate
The duties of this position will include:
* Promptly answer all incoming calls and route to appropriate staff.
* Schedule, reschedule, and cancel patient appointments, ensuring accurate data entry and efficient use of clinic resources.
* Remind patients of their appointments and update patient demographics as needed.
* Registers all patients per registration protocols over the phone.
* Provide information about the health center's services, programs, and operation hours to callers.
* Explain and promote available services by consulting, gathering information, and evaluating patient needs.
* Work closely with other departments on appointment scheduling to ensure smooth patient flow and reduce patient wait time.
* Handle patient inquiries and concerns with empathy and professionalism, consulting managers when necessary.
* Maintain confidentiality and comply with all HIPAA regulations regarding patient information.
* Respond to patient inquiries, requests, disputes, and route to the appropriate department or staff.
* Document call interactions, outcomes, and follow-up actions within the electronic health record (EHR) system.
* Fulfill other duties and responsibilities as needed and assigned.
KCS MISSION STATEMENT
To provide client centered, culturally inclusive, expert care to directly improve the well-being of underserved communities and individuals through healthcare, social services, and community programs.
ABOUT KCS
At KCS Health Center, we're more than just a clinic - we're a community-driven force dedicated to transforming lives. Located in the heart of Orange County, our non-profit organization is committed to providing top-tier healthcare, social services, and community programs to the underserved population. We believe in delivering expert care with compassion, respect, and inclusivity at the forefront.
THANK YOU FOR CONSIDERING KCS!
KCS appreciates you looking at us for a possible next step in your career - as well as offering an opportunity to make a true impact on the greater good. We look forward to speaking with you soon and perhaps welcoming you to our team!
Job Type: Full-time
Pay: $23.00 - $25.00 per hour
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Work Location: In person