Client Service Associate - Wealth Advisory Firm
Customer service associate 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 associate 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 Support Specialist
Customer service associate 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 associate 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 Service Representative
Customer service associate 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.
Customs Specialist
Customer service associate 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)
SoCal JCB - Service Specialist
Customer service associate job in Colton, CA
Company Profile
SoCal JCB is a highly successful, fast-growing business. We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.
Position Purpose
The Service Specialist is responsible for processing service department Work Orders and ordering/receiving parts. This position reports to the Service Manager.
Position Type: Exempt
Major Tasks, Responsibilities & Key Accountabilities
Interacts directly with customers, meet expectations, handles potential problem situations, customer satisfaction.
Reviews work orders for completeness and accuracy prior to customer billing
Submits all service warranty and Product Improvement Program claims within the required timeframe to receive maximum credit
Handles inbound service and parts inquiries
Research and places parts orders from JCB and various vendors
Handles all shop inquiries in an efficient and responsive manner.
Maintains parts inventory.
Researches and advises technicians of parts and orders.
Monitor and update Livelink to drive parts and service revenue.
Ensures safety policy and practices are followed
Maintains a clean and professional image according to JCB Standards
Conducts business in alignment with the company's Values
Performs other related duties as required.
Knowledge, Skills, Abilities & Competencies
High School diploma or equivalent experience
Proficiency with Microsoft Word, Excel and PowerPoint
Ability to perform multiple tasks while maintaining a sense of urgency.
Excellent customer service skills
Excellent problem-solving skills - ability to think outside the box
Strong interpersonal and team working skills
Excellent oral and written communication with an emphasis on phone skills
Ability to take direction well and work with minimal supervision
Bilingual in English/Spanish required
JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED
JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at ****************************************
Customer Service Representative
Customer service associate 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 associate 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
Retail Associate
Customer service associate job in Laguna Beach, CA
We are looking for someone positive, upbeat, engaging, and detail-oriented to join our Laguna Beach retail + studio team 2-3 days a week Friday - Sunday. Flexbility for weekends off with prior planning!
Engage with the local community to bring new clients and hat enthusiasts into the store.
Build strong client relationships through genuine conversations and personalized recommendations.
Assist customers with custom design ideas and guide the process.
Process sales transactions and coordinate order deliveries or pickups.
Maintain back stock organization and curate merchandise displays on the sales floor.
Collaborate with the team to keep the store clean, organized, and welcoming.
Support in-store events and attend off-site events as needed.
Manage inventory, coordinate deliveries, and input inventory into the company system on a weekly/bi-weekly basis.
Capture product photography of new one-of-a-kind designs.
Work closely with the production team to ensure the store is stocked with the latest designs.
Assist with shipping orders as needed.
If you love fashion, craftsmanship, and building connections, we'd love to hear from you!
Customer Service & Bike Tech
Customer service associate 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 associate 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.
Client Relationship Specialist- Mission Viejo, CA
Customer service associate 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 associate 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!
Retail Sales Associate
Customer service associate job in Irvine, CA
Ever stepped into a retail store and had a phenomenal customer service experience? Felt great, didn't it? How would you like to be responsible for creating those experiences with the potential of earning $57,172 per year (27.49/hr.)? Well, we can help make that happen.
Cox Communications is looking for a Retail Sales Associate who creates those experiences; someone who connects easily with others and can drive sales while making customers feel special. So, if you love to learn, then take your newfound knowledge and create mind-blowing customer satisfaction; you're right where you need to be. Keep reading to learn more about this opportunity to connect customers with Cox's game-changing technology, products,
and services.
This job requires you to follow the retail routine of working some evenings, weekends, and holidays. You'll also need to be comfy with reporting to your Store Manager, as well as taking guidance from the Assistant Store Manager and other team Specialists.
What You'll Do
Explain and demonstrate product capabilities as well as offer suggestions based on customer's wants and needs
Meet or exceed targets regarding customer experience, sales, and retention.
Assist with the opening/closing of one of our store retail environments.
Properly handle cash
Engage in workshops, special events, and product demos
Support your fellow sales agents when needed
Continuously expands knowledge of current Cox products as well as competitor product offerings by participating in regular training classes
May be required to work in other locations in the same geographical area.
What's In It For You?
Excellent question, and we have some good answers that we hope you like.
• As part of a customer loyalty-driven team, there is a variable targeted total compensation of $57,172 ($27.49/hr.) while high earners (the top 10%) reach an average annual compensation of just over $74,4559 ($35.80/hr.) Targeted total compensation may vary based on factors including, but not limited to: location, candidate experience level, and successful completion of minimum sales targets. Compensation includes a full-time hourly base rate of $19.00/hr plus monthly targeted commissions of $1,471. Employees also receive a ramp period of up to 2 months to adjust to commission earnings.
• We want you to feel cared for and respected (like you do with our customers), and that starts with Cox's highly competitive pay plus uncapped commission plan and other compensation perks (401k + company matching, comprehensive medical benefits, etc.). We also offer free Internet and other Cox discounted services, tuition reimbursement for academic pursuits, adoption assistance, paid time off to volunteer, childcare and eldercare resources, pet insurance and much more.
• Good work should be rewarded, and not just with a healthy paycheck. The Cox culture is one that values people more than technology, so it's our goal to make sure you feel recognized for your contributions. It's also important to work alongside colleagues who "get you." At Cox, you'll find a workplace where relationships are crafted with care and successes are celebrated with high fives. We strive to create an environment where you can do you, and everyone from leadership to new hires can support and feel supported.
• Growth is a good thing, and you'll have opportunities to learn and train so you can sharpen your skills and explore opportunities across the Cox family of businesses that will continue to challenge and empower you. In the future, you may have the opportunity to cultivate customer relationships in other sectors where we operate like cleantech, health care and new forms of transportation mobility.
Who You Are
Qualifications:
Minimum:
HS diploma/GED or up to 2 years of relevant work experience
Ability to meet established sales, retention, and customer experience targets
Strong interpersonal and communication skills to effectively sell products using a consultative, solutions-based approach and influence customer decisions
Ability to build relationships and adapt to a diverse customer base
Ability to multi-task and prioritize in a service-oriented, fast-paced team environment
Ability to be mobile within the store for long periods of time to greet customers and demonstrate products and services
Computer literacy with an aptitude for learning communication products, services, and accessories
Willingness to work a flexible schedule which includes weekends, evenings, and holidays
Ability to lift 25-50 pounds to help manage stock room inventory
Preferred:
Some college experience with a focus in sales, business and/or management
One year of experience in related field (i.e. Sales, Retail Sales, Service Industry, etc.)
Experience selling Wireless/Mobile products
Fluency in Spanish, both written and spoken
Come join the Cox family of businesses and make your mark today!
USD 17.88 - 26.83 per hour
Compensation:
Hourly pay rate is $17.88 - $26.83/hour. The hourly rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's experience. In addition to the hourly range identified herein, this role is also eligible for an annual incentive/commission target of $17,652.00.
Benefits:
Employees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
Entry-Level Sales Associate
Customer service associate job in Ontario, CA
Supreme Concepts is looking for Wireless Sales Representatives to join our team and support AT&T's rollout of its leading wireless services. This is an entry-level, customer-facing role where you'll meet with residential customers in the Inland Empire area, explain service options, and help guide them through the customer enrollment process.
If you're energetic, people-oriented, and ready to learn, this is a great opportunity to kickstart a sales career with training, support, and advancement opportunities built in.
*What You'll Do As Our Wireless Sales Representative:*
* Engage with new and existing residential customers to explain AT&T's wireless and mobile services through in-person sales consultations
* Deliver personalized presentations and recommend the best plans for each customer
* Answer product and service questions with professionalism and accuracy
* Build strong relationships to encourage referrals and repeat business
* Track customer interactions and ensure all information is accurately recorded
* Collaborate with your team to achieve sales goals and deliver top results
*What We Offer Our Wireless Sales Representative:*
* Competitive pay: competitive pay exceeding other market rates, with uncapped additional bonuses and commissions
* Training: learn wireless products, sales strategies, and customer service skills
* Growth opportunities: clear advancement path into leadership roles
* Team environment: work with supportive leaders and motivated peers
* Career development: gain skills in sales, communication, and leadership that last a lifetime
*What We're Looking For Out of Our Next Wireless Sales Representative:*
* Customer service, retail, or sales experience is a plus (not required)
* Excellent communication and interpersonal skills
* A positive, solutions-focused attitude
* Strong time management and organization skills
* Team-oriented, motivated, and eager to learn
This is a full-time, commission-based position with an on-target earnings range of $42,000-$62,000 annually.
Customer Service Insurance Sales
Customer service associate 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
Customer Service Representative
Customer service associate 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
Retail Sales Associate
Customer service associate job in South Gate, CA
We Don't Follow Trends, We Create Them.
Make some serious Cash!
Incentive Potential
$29,800 - $117,900
For over 75 years, Ashley Furniture has been the largest home furnishings manufacturer, transforming homes worldwide. With our customer base continuously growing, we are expanding our reach by opening more stores to meet the increasing demand. Our dedication to quality, style, and affordability has solidified our reputation as a trusted and recognized brand worldwide.
Purpose at Ashley:
As a Retail Sales Associate, transform store guests into loyal customers. When guests enter the store, you're the person who guides them. As the expert on home furnishings, you create inspiration, enthusiasm, and excitement about Ashley's products. You help our guests discover the styles that reflect their lives and help them design rooms they will love to live in. This is an excellent opportunity for an entrepreneurial, focused, and ambitious sales professional with a passion for lifestyle retail and thrives in a fast-paced, high-energy environment.
What You'll Do
Thrives in an environment that rewards for delivering world-class service and delighting our guests.
Provide outstanding service experience for every customer and guest. Maintain a welcoming, professional, visible presence at the front desk; engage with guests, ensuring they are always treated in a cordial, respectful manner representing the Company's brand image.
Accurately and efficiently process sales orders, adhering to cash handling protocols. Aid customers with credit applications and financing matters as required while maintaining thorough documentation of sales transactions
Address customer concerns independently whenever possible
Aid in store opening and closing activities, including cash reconciliation and completion of daily checklists
Support inventory management and loss prevention procedures, including participation in bi-annual inventory checks
Meet and exceed sales goals, align to KPI's and performance standards
Complete any additional tasks as assigned by management
What You Bring
Legally authorized to work in the US.
At least 18 years old
Ability to lift, tug, and pull 25 IBS with or without accommodation.
High school diploma or equivalent, preferred
1 year customer service and/or sales experience, preferred
Gets charged up by interacting with others, by being outgoing, friendly, and easy to talk to
Conveys information in a way that inspires action
Gets excited by developing and sharing fresh ideas
Ability to work flexible hours, including weekends and holidays
Communicates information in a motivating manner that prompts action
Flourishes in an environment that values exceptional service and customer satisfaction
Maintain reliable attendance
What's In It for You:
When you join us, you are eligible to participate in our comprehensive benefits programs, which include:
Extended health, dental benefits, and vision insurance
Employee Discount from 10% - 30%
Life/Disability Insurance
Flex Spending Account
401K
Paid Time Off & Holidays
Paid Birthday
Weekly Pay
Learn more about who we are and the causes we support here
Apply now and find your home at Ashley!
Customer Service
Customer service associate 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.