Client Service Associate - Wealth Advisory Firm
Customer service assistant 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
Customer Service
Customer service assistant job in Huntington Park, CA
We are seeking an experienced, hands Customer Service Representative for an amazing company! This pivotal role, resolving complex customer issues, and ensure seamless experience for every client we serve. You'll act as a key liaison between customers, internal departments, and team members,continuously improving processes to uphold the highest standards of service. This is an exciting opportunity for a team-oriented leader ready to make a lasting impact in a fast-paced, growth-driven environment.
Team Supervision & Support
Lead, mentor, and support a team of customer service representatives
Monitor individual and team performance, providing real-time feedback and coaching
Assist in onboarding, training, and developing new team members
Foster a positive, accountable, and collaborative team culture
Customer Issue Resolution
Handle escalated customer concerns and complex service inquiries
Ensure prompt and professional resolution of customer issues
Uphold a customer-first approach in all interactions
Performance Monitoring & Reporting
Track and analyze key metrics such as order accuracy, response time, and customer satisfaction
Identify trends and areas for improvement, and implement corrective actions when needed
Communication & Cross-Functional Collaboration
Collaborate with Sales, Operations, and other departments to resolve issues and streamline communication
Clearly communicate policy updates, process changes, and service improvements to the team.
Core Competencies:
Excellent communicator and team player
Self-motivated, organized, and able to juggle multiple priorities
High level of integrity and interpersonal skills
Process-oriented mindset with a focus on continuous improvement
Results-driven and accountable
Education & Experience:
Minimum 2 years experience in Customer Service or Sales Support within a manufacturing setting
Minimum 2 years experience in retail or food service distribution??is highly preferred
Proven experience handling escalated issues and team supervision is a must
College Degree highly preferred
Benefits:
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.
Pay: $22.00 - $25.00 per hour
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
Pay Details: $22.00 to $25.00 per hour
Search managed by: Michelle Schiller
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
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
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Customer Service Specialist
Customer service assistant job in Los Angeles, CA
We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs.
What You'll Do
Create a welcoming and polished experience for employees, clients, and guests.
Deliver responsive, high-touch customer service in person, by phone, and through digital channels.
Collaborate with teammates to share responsibilities and maintain seamless operations.
Partner with other departments to direct inquiries and resolve issues efficiently.
Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination.
Safeguard sensitive and confidential information with the highest level of discretion.
What We're Looking For
Strong verbal and written communication skills.
A customer-first mindset, with the ability to handle requests thoughtfully and professionally.
Initiative and sound judgment to manage situations independently when needed.
Your Background
High school diploma or equivalent required.
3-5 years of experience in a similar environment (hospitality, reception, call center, facilities, or administrative support).
Prior exposure to professional services or corporate environments a plus.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Senior Customer Complaint Specialist
Customer service assistant job in Los Angeles, CA
Recruitment Requirements for Senior Customer Complaint Specialist
1. Education requirements:
Bachelor's degree or above, marketing, business administration, psychology,public relations, law or related major;
2. Work experience:
at least 1 year or more of experience in handling customer complaints, customer service management, or after-sales support, with a background in the renewable energy, Internet, e-commerce, finance, fast-moving consumer goods, or large manufacturing enterprises;
3. Core competencies:
Excellent communication and coordination skills, as well as emotional management skills, can efficiently handle high-emotional customer complaints;
Familiar with the customer complaint handling process and crisis response mechanism, can independently lead the closed-loop solution of complex customer complaints;
Strong logical analysis and problem-solving ability, can extract systematic improvement plan from customer complaints;
Skilled in using CRM system, office software (Excel/Word/PPT) and data analysis tools, can output high-quality customer complaint analysis report
Job Responsibilities:
1. Responsible for interpreting domestic and foreign project contracts
2. Responsible for call center customer service reception
3. Responsible for training and promoting the use and optimization of domestic energy storage after-sales systems, and maintenance of after-sales system information.
4. Responsible for actively collecting feedback on after-sales quality, and working with the quality department to improve and optimize quality issues.
Customs Specialist
Customer service assistant job in Lakewood, CA
Worldwide Logistics Inc. is looking for an Import Customs Logistics professional or Customs Entry Writer. In this position you will work within our Customs Brokerage Department to make each US import shipment or entry a success.
Responsibilities:
File Importer Security Filing (ISF)
File Customs Entry
Daily tracking and tracing of customer shipments
Communicating with ocean / air carriers, truckers, warehouses for arranging shipments and follow up on shipment updates
Accurate and complete documentation preparation
Compliance with timeliness of Customs entry and ISF Filings and other Customs regulations
Maintain thorough communication with client and overseas offices throughout shipment process
Arranging payments to vendors for services rendered
Utilizing Customs Brokerage management software for filing and document generation
Maintaining reports online or in Excel if required by the account
Working in conjunction with other staff to complete required import service
Complete accurate profit and loss analysis for each shipment
Requirements:
Strong attention to detail and accuracy
Good communication with teammates, supervisor and clients
Ability to multi-task, prioritize, and manage time effectively
Aptitude to work independently on daily tasks
Capacity to critically analyze a problem and generate possible solutions independently and cooperatively
Preferred Skills
At least 1 year at US Customs Brokerage
Experience as customs broker entry writer
Experience with Customs or ISF filings
Familiar with US imports
Familiar with Customs Requirements of Partner Government Agencies
What you'll get in return:
Competitive base salary
Medical, dental and vision insurance for employees
401K Program to help you invest into your future
Flexible vacation time to promote a healthy work-life balance
Hybrid schedule - required 3 days in office, 2 days remote (no exceptions)
Customer Service Representative
Customer service assistant job in Vernon, CA
Salary: Up to $60,000-$65,000 DOE
We are seeking a motivated Customer Service Representative to join a growing direct-to-consumer (DTC) brand. This is a fantastic opportunity for someone looking to build their career in customer service, with room for growth within the company. Experience in fashion is not required - we welcome candidates from diverse backgrounds.
Responsibilities:
Provide exceptional customer support across multiple channels, ensuring timely and accurate responses.
Manage orders, returns, and inquiries through Shopify and internal systems.
Utilize PC and Excel to track orders, update records, and maintain customer data.
Collaborate with internal teams (Operations, Marketing, and Fulfillment) to resolve issues and improve the customer experience.
Identify trends and escalate recurring issues to improve processes and customer satisfaction.
Assist with product launches, promotions, and seasonal campaigns by supporting customer inquiries and order management.
Generate reports to track customer interactions, order fulfillment, and returns.
Maintain knowledge of products and services to provide accurate information and guidance to customers.
Support internal projects and initiatives that improve operational efficiency and enhance the customer experience.
Qualifications:
Strong communication and problem-solving skills.
Comfortable using Shopify, PC, and Excel (or similar tools).
Highly organized, detail-oriented, and able to manage multiple tasks.
Positive attitude and willingness to learn; experience in fashion or retail is a plus but not required.
What We Offer:
Competitive salary up to $60-65K DOE.
Growth opportunities within a dynamic DTC company.
Supportive, team-oriented work environment.
Customer Support Specialist
Customer service assistant job in Rancho Cucamonga, CA
Customer Support Specialist - On-Site | Riverside, CA
Maverick Manufacturing is looking for a Customer Support Specialist Representative who's equal parts detail-driven, steady under pressure, and obsessed with delivering a smooth, accurate experience for customers from the first call to the final shipment.
If you enjoy making things run cleanly, communicating clearly, and keeping orders moving without friction, this role will feel like home.
About the Role
You're the first person customers talk to-and the last person who checks the details before an order goes out the door. In this full-time, on-site position, you'll manage the entire order process: entering purchase orders, coordinating internally, communicating with customers, and ensuring every order is accurate, documented, and delivered on time.
Our business moves fast. Your organization, responsiveness, and precision keep everything flowing without sacrificing quality.
What Success Looks Like (First 90 Days)
• Orders entered accurately, on time, with clean documentation
• Customer inquiries acknowledged within two hours
• Proactive, timely communication across Sales, Production, and Logistics
• Customers express confidence in your responsiveness
• Internal teams rely on your attention to detail to keep fulfillment and shipping on track
Key Responsibilities
Customer Service
• Be the primary contact for all customer inquiries, orders, and updates
• Communicate professionally by phone and email
• Provide order status, lead times, and product information
• Build positive relationships that support customer satisfaction and retention
Order Processing
• Enter and process purchase orders with strong accuracy
• Verify details against quotes, pricing, and inventory
• Issue POs to suppliers to support customer orders
• Coordinate with Sales, Operations, and Shipping for timely fulfillment
• Track orders from entry through delivery
• Maintain organized order records and documentation
Administrative & Cross-Functional Support
• Assist with order adjustments and customer documentation
• Resolve discrepancies quickly by communicating internally
• Support improvements that enhance accuracy and customer experience
Who We're Looking For
Experience & Skills
• 2-4+ years in customer service, order processing, or sales support
• Manufacturing/distribution experience is a plus
• Strong attention to detail; ability to manage multiple orders
• Comfortable with ERP, CRM, or order management systems
• Clear, professional written and verbal communication
Core Qualities
• Detail-driven and committed to accuracy
• Calm under pressure and able to pivot cleanly
• Service-minded and responsive
• Collaborative across Sales, Operations, and Logistics
Compensation & Benefits
• Competitive salary (based on experience)
• Health, dental, vision
• 401(k)
• Paid time off
• Growth opportunities in Finance/Operations as the company scales
• Flexible schedule
• On-site role in Riverside, CA
How to Apply
Email ********************* with the subject line:
“Customer Support Specialist - Maverick (Riverside)”
Please include:
• Your resume or LinkedIn profile
• A short note (≤300 words) describing a time you resolved a customer issue or improved an order process
• Your earliest available start date
Customer Service Representative
Customer service assistant 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 assistant job in Pasadena, CA
The Customer Experience Specialist is an entry level customer service role, operating in a call center environment and supporting Consumer Direct Lending. The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD).
The Customer Experience Specialist will:
Operate in a Call Center environment as a customer success advocate
Receive inbound calls and make outbound calls to consumers
Receive inbound text messages and facilitate outbound text messages to consumers
Answer high-volume, inbound calls or texts from current customers in a timely manner. Provide exceptional customer service to all customers' mortgage loan inquiries/requests
Effectively manage a pipeline of up to 75 loans
Performing routine data entry and validation tasks
Handling routine calls, emails and/or chat responses with employees, consumers &/or authorized 3rd parties
Monitoring work queues and intervening as needed
Interacting with multiple departments to expedite processing and/or issue resolution
Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries
Must request assistance for escalated and/or more complex issues to department senior associates or supervisors
Meet outlined production and quality standards
Follow established Policy and Procedures
Performing other related duties as required and assigned
Demonstrating behaviors which are aligned with the organization's desired culture and values
Customer Service Representative
Customer service assistant 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.
Ecommerce Customer Service Coordinator
Customer service assistant job in Los Angeles, CA
RE/DONE is seeking an Entry Level Ecommerce Customer Service Coordinator to join our Los Angeles team. We're looking for a passionate, detail-oriented problem solver who is part analytical, technical, and customer experience focused. This person will work cross-functionally with internal business partners to execute the best customer experience, website updates and marketplace activities. This role will be focused on customer service as well some e-commerce responsibilities.
RESPONSIBILITIES
Be highly personable and hold conversations with all types of clientele, leaving them with a personalized customer service experience, via email, chat and personal shopping.
Troubleshoot and resolve customer issues with orders, exchanges, returns, etc. with grace and efficiency.
Develop a strong understanding of product line, constantly leveraging to create up-selling + cross-selling opportunities.
Day to Day website support on Shopify+ platform including products, shipping, inventory, returns, and merchandising.
Support website product launches as needed.
Assist eCommerce Manager with various tasks including but not limited to Site Merchandising, QA web development, and ad hoc report key metrics.
Quality Assurance: QA, testing and troubleshoot the onsite buying experience to help uncover onsite bugs or issues.
Act as liaison to help resolve customer or merchandise related issues.
EXPERIENCE / REQUIREMENTS:
Strong verbal and written skills. Must be comfortable communicating with external and internal clientele via written correspondence.
College degree or equivalent vocational education.
1+ years of experience in customer service in a like-minded environment
Fashion or E-Commerce experience recommended.
Ability to think outside the box with a keen eye for detail.
Excellent time management skills, extremely well organized and adept at prioritizing workloads under pressure
Ability to multitask and self-manage.
A high level of integrity in all that you do, in and out of work..
Ability to collaborate and comfortable communicating with other teams to find solutions.
Detail oriented and organized.
Shopify experience preferred but not required.
Hybrid Schedule
Job description subject to change due to business needs
Customer Service Representative
Customer service assistant 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 Representative
Customer service assistant job in Culver City, CA
Job Title: Customer Service Representative
Job Type: Full Time
About Us
At Ultima, we're not just selling products-we're offering real solutions to real challenges. As a CSR, you'll be on the front lines of our growth strategy, connecting with prospective customers, understanding their needs, and delivering value that makes a measurable difference. We're building a team that values integrity, performance, and people-and we want you to be part of it.
Job Summary
As a CSR you'll be the key point of contact for customers. You'll answer any questions, queries and concerns all while being the face of the company! Your role ensures that all customers feel informed, supported, and excited while learning about our Client.
Key Responsibilities
• Engage with customers face to face providing friendly support
• Proactively identify customer needs and recommend appropriate products, upgrades, or solutions
• Handle inquiries related to pricing and general information
• Achieve individual and team sales targets through excellent service and persuasive communication
• Maintain up-to-date knowledge of our client's products and services
Qualifications
1-3 years of experience in customer service, event coordination, or hospitality
Excellent verbal and written communication skills
Strong problem-solving skills and the ability to stay calm under pressure
High attention to detail and exceptional organizational skills
Positive, team-oriented attitude with a passion for creating memorable experiences
What We Offer
Competitive salary and benefits package
Opportunity to travel to live events (as applicable)
Fun, collaborative, and creative work environment
Clear growth path in the customer experience and events space
Exposure to exciting high-profile brands
How to Apply:
Submit your resume for consideration! Interviews will be held in person at our Culver City office beginning this week! If you're out of state we can arrange a virtual meeting. Looking forward to connecting with you!
Client Relationship Specialist- Mission Viejo, CA
Customer service assistant job in Mission Viejo, CA
Regular
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Customer Service Representative
Customer service assistant job in Santa Fe Springs, CA
As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments.
Essential Job Functions:
Provide amazing (above and beyond) service across multiple channels
Provides exceptional customer service leveraging strong problem solving and professional communication skills
Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer
Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues
Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction
Adheres to Customer Service procedures to handle escalation process for tier 2/3
Works as a team member and reports issues to management that are important to area/process improvement.
Uses appropriate judgment in upward communication regarding department or employee concerns.
Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…)
Continuously adhering to our Quality Assurance standards
Contributes to team effort to help achieve department objectives
Provide knowledgeable answers to questions about products, pricing and availability.
Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service.
Job Qualifications/Requirements:
Knowledge of Zendesk is a plus
Available during business hours, including evenings and weekends.
Be a creative problem solver
Comfortable working in a high stress fast changing environment
Polite, friendly attitude to deal pleasantly with customers and agents
Cheerful, engaged, and uplifting tone during customer interactions
Reliable in Attendance & Punctuality
Ability to work under deadlines
Strong multi-tasking skills
Type 45 WPM
Clear and articulate speaking voice
Command of the English language
Bilingual in Spanish a plus
Computer/Internet skills/Word/Excel
Mathematical skills
Organizational Skills
HS Diploma
Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply.
WINDSOR EQUAL OPPORTUNITY EMPLOYER
Customer Experience Lead-Glendale Galleria
Customer service assistant job in Glendale, CA
A Victoria's Secret & Co Customer Experience Lead is a values-based leader who delivers exceptional customer and associate experiences to drive and grow top-line sales. Based on store volume, this role reports to either the Store Manager or the Customer Experience Manager.
Primary Responsibility:
The Customer Experience Lead is primarily responsible for driving and growing top-line sales by selling, leading and directing associates on the sales floor, and coaching associates in the moment. In addition, the Customer Experience Lead supports operational excellence through maintaining visual standards, payroll management, and merchandise availability. The Customer Experience Lead is expected to act as a front-line supervisor responsible for assigning work and providing direction to non-supervisory associates.
All Store Leadership Team responsibilities include:
* Leading and demonstrating company values within the store.
* Delivering exceptional customer experiences in the role of the Head Coach through coaching, zoning, team selling and personally selling.
* Conducting associate observations and associate coaching.
* Displaying an understanding of all associate roles and ensuring all roles work for the good of the team and the customer.
* Linking results to behaviors and actions to drive top-line sales.
* Independently managing labor hours within the store to drive top-line sales and profit.
* Owning the overall appearance and presentation of brand by maintaining visual merchandising standards.
* Collaborating with Sales Leadership Teams to ensure seamless communication and execution of required actions of the brand.
* Demonstrating and leading company policy and procedures.
* Additional duties as assigned, including but not limited to: Floorset mapping and execution, Product launch support, onboarding, and shipment processing.
* This role requires the ability to lift and carry up to 40 pounds, as well as frequent bending, stretching, walking and prolonged standing as part of your daily tasks.
Click here for benefit details related to this position.
Minimum Salary: $26.25
Maximum Salary: $32.75
VS&Co provides a range of compensation for this role as shown. Your actual salary will be determined by a number of factors, including: your specific skills and experience, geographic region, or other relevant factors.
Qualifications
* Passion for Victoria's Secret Brand.
* Demonstrates excellent merchandising skills.
* Experience reviewing business reports and insights and taking immediate and deliberate action to achieve results.
* A sense of self-awareness with an interest in seeking feedback to improve and develop.
* Ability to monitor/track progress and incorporate feedback into decision-making.
* Experience with influencing cross-functional partners in informal and formal settings to get things done.
* Ability to work nights, weekends, and a flexible schedule.
* Ability to stand for long periods and frequently bend, kneel, and lift.
* Ability to use technology (headsets, mobile devices, computers).
* 1 year of retail experience preferred.
* Experience directing other individuals in the performance of their job duties preferred.
We will consider for employment all qualified applicants, including those with arrest records, conviction records, or other criminal histories, in a manner consistent with the requirements of any applicable state and local laws. Please see links: California Fair Chance Act, Los Angeles Fair Chance Initiative for Hiring Ordinance, Philadelphia Fair Chance Law, San Francisco Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance.
An equal opportunity employer, we do not discriminate in hiring or terms and conditions of employment because of an individual's race, color, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, marital status or any other protected category recognized by state, federal or local laws. We only hire individuals authorized for employment in the United States.
Telesales / Retention Representative
Customer service assistant job in Orange, CA
Telesales Retention Representative
External Description:
Telesales / Retention Representative
Looking for an enthusiastic Telesales/Retention Representative who will be responsible for generating leads to meet and exceed individual sales production of new enrollments and help retaining existing members within company health plan(s). The ideal candidate must be friendly, professional and genuinely interested in the needs of our prospects/members to proactively address various customer related needs.
The Telesales Representative reports to the Telesales Manager.
General Duties/Responsibilities:
(May include but are not limited to)
Responsible for meeting and exceeding monthly goal and retention of existing members.
Handle inside/in-bound telephone inquiries from prospective members, providers, and other community partners seeking information regarding all lines of business
Direct prospects to the field sales team when needed
Conduct outbound calls relevant to enrollment/disenrollment campaigns, requests for information from community events, provider offices, after-hour messages, and website inquiries
Submit daily activity production reports and/or monthly reports as required.
Ensure that information and assistance provided is within the standards established by all applicable federal /state laws and regulations and Alignment Health Plan's Compliance Department
Understanding of new updates related to company and/or CMS and marketing guidelines required.
Participate with competitor analysis (SWOTs) Strength, Weakness, Opportunities and Threats within respective market(s) and/or territories as required by management.
Support other projects within the Sales and Marketing Department as directed by the Management Team
Must be a team player, share best practices, and attend staff meetings and sales trainings when required.
Other duties may be assigned.
Supervisory Responsibilities:
This position has no direct employee supervisory responsibilities.
Minimum Requirements:
Minimum Experience:
Strong knowledge and understanding of the CMS Marketing Guidelines.
Medicare Health Plan knowledge and/or health insurance sales background preferred.
Minimum of 1 year of inside business to consumer sales experience and/or clinical and/or community outreach; Telesales experience using call center scripts highly desirable
Education/Licensure:
Must have and maintain active Health/Accident/Life insurance license within respective selling states, currently CA (required), NC, and FL (preferred).
Other:
Bilingual
Flexibility with schedule depending on needs
A self-starter who is a team player and extremely organized.
Ability to learn plans and describe/explain them to prospects
Excellent communicator and presentation skills.
Solid computer skills (Word, Excel and PowerPoint).
Essential Physical Functions:
While performing the duties of this job, the employee is regularly required to talk and listen. The employee regularly is required to sit for long period of time during Annual Enrollment Period.
City: Orange
State: California
Location City: Orange
Schedule: Full Time
Location State: California
Community / Marketing Title: Telesales / Retention Representative
Company Profile:
Alignment Healthcare was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.
By becoming a part of the Alignment Healthcare team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.
EEO Employer Verbiage:
On August 17, 2021, Alignment implemented a policy requiring all new hires to receive the COVID-19 vaccine. Proof of vaccination will be required as a condition of employment subject to applicable laws concerning exemptions/accommodations. This policy is part of Alignment's ongoing efforts to ensure the safety and well-being of our staff and community, and to support public health efforts. Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran. If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact ******************.
Easy ApplyLicensed Insurance Customer Service
Customer service assistant job in Beverly Hills, CA
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Active Property and Casualty license is required.
We seek a licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. Please submit your resume and we will follow up with the next steps.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Use a customer-focused, needs-based review process to educate customers about insurance options
Maintain a strong work ethic with a total commitment to success each and every day
As an Agent Team Member, you will receive...
Salary plus Bonus
Paid Time Off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Property & Casualty license (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Customer Service
Customer service assistant 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-ApplyAirline Customer Service Agent - Chinese/English Speakers LAX
Customer service assistant job in Los Angeles, CA
Job DescriptionAirline Customer Service Agent - Chinese/English Speakers
On-site | Operations | Pacific Aviation | Part Time
Los Angeles, California, United States
Do you thrive on helping others, have the charm to make anyone feel at ease, and the language skills to connect with our Chinese-speaking travelers? If so, Pacific Aviation is looking for enthusiastic individuals to join our team at LAX as Airline Customer Service Agents-and we're especially seeking bilingual Chinese/English speakers who can turn travel challenges into positive experiences!
We're Pacific Aviation-the dedicated team behind seamless airport experiences. As the friendly face passengers rely on, you'll be the helping hand that ensures every traveler feels supported and valued. Whether it's assisting at check-in or guiding them at the boarding gates, you'll play a vital role in creating memorable travel moments.
Your Mission:
As an Airline Customer Service Agent, you'll be the guiding star that helps passengers navigate their travel journey. Here's how you'll make an impact:
Warm Welcomes & Friendly Farewells: Greet passengers with a smile at the check-in counters, ensuring they feel valued from start to finish.
Boarding Pro: Make clear, accurate announcements, check travel documents, and assist with boarding and deplaning for both domestic and international flights.
Travel Expert: Provide accurate directions, answer questions, and help passengers feel confident navigating the airport.
Team Collaborator: Work closely with teammates, airline personnel, and supervisors to ensure seamless operations and exceptional service.
Note: This role involves standing and walking for the majority of your shift.
Why You'll Love This Role:
You won't just be assisting passengers; you'll be the reason they feel welcomed and supported on their journey. You'll get to meet people from around the world, grow professionally, and be part of a dynamic, inclusive team at one of the world's busiest airports.
Requirements
What You Bring:
Bilingual Brilliance: Fluency in both Chinese (conversational and written) and English to provide clear communication and exceptional service.
Team Spirit: You thrive in a team environment and love working collaboratively to achieve common goals.
Growth Mindset: You see challenges as opportunities to learn and grow.
Professionalism: You carry yourself with confidence, courtesy, and care.
Attention to Detail: You ensure accuracy and efficiency in all tasks, from documentation checks to passenger assistance.
Flexibility & Reliability: Available for part-time shifts, including mornings (5:00 AM - 12:00 PM), afternoons (1:00 PM - 8:30 PM), and evenings (4:30 PM - 10:30 PM). You must be available at least four (4) days per week, including weekends and holidays.
Positive Attitude: You bring a “whatever it takes” mindset to keep things running smoothly.
Legal Eligibility: Authorized to work in the U.S. without sponsorship.
Benefits
Pay: $22.50 per hour
Health & Wellness: Access to medical, dental, and vision benefits.
Financial Security: 401(k) program with company contribution.
Work-Life Balance: Paid time off to relax and recharge.
Growth & Learning: Paid training to set you up for success.
Team Perks:
Referral Bonuses: Bring your friends along for the ride!
Cell Phone Reimbursement: Stay connected with ease.
Parking Discounts: Because your commute should be hassle-free.
Uniforms Provided: Look sharp without the extra expense.