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 Pasadena, 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 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
SoCal JCB - Service Specialist
Customer service assistant 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 ****************************************
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 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 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 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 & Bike Tech
Customer service assistant 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 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 Insurance Sales
Customer service assistant 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
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 Liaison
Customer service assistant 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
Professional Expert - Shuttle Services/Relief
Customer service assistant job in Pasadena, CA
PLEASE BE SURE TO SUBMIT A RESUME WITH YOUR APPLICATION HOURLY RATE: $ 28.00/hr SCHEDULE: Monday - Friday (Various Shifts) 6:30am-3pm, 7:30am-4pm and 9am-5:30pm * Operate a district vehicle on the Pasadena City College, Foothill Campus and Allen Station A Line shuttle route.
* Operate a district vehicle on various daily and overnight field trips as needed.
* Complete accurate daily logs
* Conduct safety and mechanical inspections of a variety of passenger vehicles
* Communicate with other drivers and staff using two-way radios and/or cellular phones
* Assist Transportation Department staff with transportation related duties.
REQUIREMENTS:
* California Class B or Class C Commercial Driver's License with Passenger Endorsement, must be able to driver vehicle up to 26,000 Lbs
Part-Time - Reservationist
Customer service assistant job in Anaheim, CA
Job Details Anaheim, CA Part Time High School $21.00 - $22.00 Hourly None Day Hospitality - HotelDescription
At Hyatt House Anaheim Convention Center, we pride ourselves on being chosen by guests for our dedicated and attentive team members. Our staff is committed to delivering efficient service and creating memorable experiences. This role is under the guidance of the Director of Sales.
Position Summary:
The Part-Time Reservationist at Hyatt House supports hotel sales and operations through efficient, accurate, and timely reservation management. This behind-the-scenes role focuses on processing reservations, managing daily reports, and completing repetitive administrative tasks with minimal guest interaction.
This position requires exceptional attention to detail, strong organizational skills, and the ability to work independently with reliability and consistency. The Reservationist will work three days per week-Tuesday, Wednesday, and Thursday-for four hours each day. Any remaining scheduled hours will be allocated to additional duties within other assigned departments, based on operational needs.
The ideal candidate is dependable, detail-oriented, and committed to maintaining accuracy in all reservation-related tasks. This role plays a key part in ensuring a smooth workflow, supporting the sales team, and contributing to the overall efficiency of hotel operations.
Essential Duties and Responsibilities (Other duties may be assigned):
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/ or ability required.
Accurately enter and update reservations in the system, making sure all details are correct and up to date.
Perform regular data-entry tasks to maintain reservation records and billing information.
Provide reservation information and support to the sales team when needed.
Assist with special projects as assigned by the Director of Sales or General Manager.
Secure payments, verify billing, and make adjustments when necessary.
Explain room features, hotel amenities, services, and local area information to guests when needed.
Maintain accurate room categories and inventory in the system.
Greet on-site group contacts as required.
Site tours to be conducted
Maintain professional relationships to help secure future business.
Communicate upcoming reservations and group details with the Sales and Front Desk teams.
Give property tours to walk-in guests and pass qualified leads to a manager when requested.
Ensure all reservations are entered daily and match the daily report.
Balance house inventory twice a week.
Complete daily BINGO updates.
Process wholesale reservations.
Separate CONQ rooms at the beginning, middle, and end of each month.
Enter group rooming lists by each group's cut-off date.
Update/respond to all assigned third-party site reviews as indicated.
Other Essential Job Duties: (Continued)
Attends hotel and department meetings and other functions required by management
Communicates all pertinent information to all department heads
Must be available to work weekends and holidays
Arrives to work on time, ready to clock in, in a clean/pressed uniform and non-slip shoes.
Must maintain high standards of personal appearance and grooming.
Wears name tag at all times when at work
Must be attentive, courteous and efficient at all times when dealing with the guests and co-workers
Comply at all times with compliance standards and regulations to encourage safe and efficient hotel operations
Establish and maintain good communications and teamwork with all employees and other departments within the hotel in such a manner that promotes harmony throughout the workplace
Be familiar with all policies and hotel rules, and hotel terminology
Must be capable of self-supervision and have the ability to manage time accordingly in order to complete the required work
Qualifications
Qualifications Requirements:
1 year of Reservation or Front Office experience is a plus, but not required (a great entry-level)
Minimum age requirement of 18 years
Knowledge and Skills:
Ability to manage multiple tasks simultaneously while maintaining high levels of customer service and efficiency
Ability to meet the needs of others in a dynamic and fast-paced setting
Strong verbal and written communication abilities to effectively interact with guests, team members, and management
Capable of quickly identifying issues and implementing effective solutions to maintain smooth front desk operations
Efficiently prioritize tasks and manage time to meet deadlines and handle high volumes of guest check-ins and check-outs
Meticulous in handling guest requests, processing transactions, and maintaining accurate records
Prepared to handle emergencies and unexpected situations calmly and effectively, ensuring the safety and satisfaction of guests
Reasoning Ability:
As a part-time Reservationist at Hyatt House, you'll need strong reasoning skills to excel in this behind-the-scenes role. While guest interaction is minimal, your ability to exercise sound judgment in managing reservations and resolving issues is crucial. This position involves repetitive tasks, requiring attention to detail and the ability to anticipate potential challenges in the reservation process. Your reasoning skills will ensure that operations run smoothly, maintaining high service standards and supporting the hotel's sales efforts effectively. Your role is essential in providing a seamless experience for guests through efficient and accurate reservation management.
Physical Demands:
As a part-time Reservationist at Hyatt House, you will primarily work behind the scenes in a role that requires minimal guest interaction. This position involves repetitive tasks that demand focus and attention to detail. You will spend extended periods seated at a desk, handling reservations and managing booking systems. The role requires strong visual acuity for tasks such as data entry and reviewing reservation details. Reasonable accommodations can be arranged to support individuals with disabilities in performing these duties.
Physical Demands Continued:
Primarily stationary work with minimal standing or walking.
Frequent repetitive tasks, primarily using hands for typing and handling documents.
Light lifting, up to 10 pounds, is occasionally required.
Minimal reaching and bending; no heavy lifting or carrying.
Occasional use of stairs, but no crawling or climbing needed.
Work may involve sitting for extended periods with normal neck motion.
Limited need for physical exertion or interaction with guests.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The setting in the work environment is indoors and the noise level is usually moderate.
Hotel Standards must be demonstrated at all times while on duty.
This job description is not an exhaustive list of all job functions that are required of an employee in this position. Therefore, other duties may be asked of an employee in this position from time to time.
Reservationist
Customer service assistant job in Irvine, CA
Transdev in Irvine, CA is hiring a Reservationistto intercept customer calls and schedule transportation. We are seeking friendly, customer service-oriented people who are dedicated to safety. Transdev is proud to offer: + Competitive compensation package of minimum$18.13/hr - $18.67/hr
Benefits include:
+ An excellent benefits package including medical, vision, and dental coverage and 401 (k) savings plan
+ Paid holidays, vacation, and sick time
Benefits may vary depending on location policy. The above represents the standard Corporate Policy.
Key Responsibilities:
+ Answer customer calls and input ride information using a computerized scheduling system.
+ Enter new customer information and changes into the system.
+ Enter data with an error of 1% or less for notation of transportation type, pickup times, appointment times, addresses, and other information as outlined in the operations and procedures manual.
+ Resolve service-related complaints.
+ Documents trip authorization according to procedures.
+ Other duties as required.
Qualifications:
+ High school diploma or GED required.
+ Reservationist or customer service experience.
+ Computer literate
+ Excellent communication and listening skills.
+ Exercise professional telephone etiquette.
+ Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason.
Physical Requirements:
+ Must be able to work shifts or flexible work schedules as needed.
+ The employee is generally subjected to long periods spent sitting, typing, or looking at a computer screen.
+ Work environment will be a combination of both indoors and outdoors.
About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at******************** watch an overview video at******************* O5cv0G4mQ
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
California applicants:PleaseClick Herefor CA Employee Privacy Policy.
Job Category: Operations Support
Job Type: Full Time
Req ID: 5937
Pay Group: 2V9
Cost Center: 55373
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law.
Drug-free workplace
If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check.
California applicants: Please Click Here for CA Employee Privacy Policy.
About Transdev
Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at ************************* or watch an overview video.
Customer Service
Customer service assistant job in Alhambra, 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
Customer service assistant job in Glendale, 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.