Customer Service Associate Jobs in Monterey, CA

RH at its core is about taste, and we believe the idea of scaling taste is large and far-reaching. The RH brand attracts the best designers, artisans, manufacturers, and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services, and spaces that elevates and establishes the RH brand as a global thought leader, taste, and place maker. At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative, and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined, and won't take "no" for an answer. We value team players, people who are more concerned with what's right, rather than who's right. As a Customer Experience Associate, you are responsible for delivering exceptional service to our customers while creating a luxury experience. You will remove obstacles, provide support, and are empowered to “do the right thing.” This is an ideal role for a polished individual with a passion for service, design and home furnishings. YOUR RESPONSIBILITIES: Live Our Vision, Values, and Beliefs every day Represent the RH brand through polished communication, personal appearance and professionalism Engage with the customer to identify their needs and partner them with the best associates to deliver unparalleled service and exceed their expectations Collaborate with cross-functional partners and Leaders to ensure the customer's needs are not only met but also exceeded Build brand loyalty and revenue by being well-versed in RH product offerings, processes, and systems Innovate with an entrepreneurial spirit and a passion for building and maintaining relationships Qualify and educate potential design customers on services offered by RH Interior Design OUR REQUIREMENTS 1+ years of experience in Customer Service, high-end furniture, and luxury retail preferred Poise and confidence to interact with high-end customers while maintaining confidentiality People and relationship-driven Driven to deliver first-class service and exceed customer expectations Ability to recognize and respond to multiple priorities Exceptional analytical, problem-solving, and decision-making skills Strategic, highly organized and results-oriented Excellent verbal and written communication skills Commitment to Quality with exceptional attention to detail Proficiency with Mac Operating System, IOS devices, Microsoft Office, Salesforce and Google Applications Willingness to work a flexible schedule, including evenings, weekends and holidays PHYSICAL REQUIREMENTS Ability to travel to the nearest gallery as needed About Us RH is an equal opportunity employer and does not discriminate against any applicant on the basis of race, color, religion, national origin, gender, marital status, age, disability, sexual orientation, military/veteran status, or any other status protected by federal or state law or local ordinance. At RH, we are committed to promoting pay equity. Rate of pay is determined based on each individual's experience, qualifications, and the geographic location of the role.

About Us: AZAZIE stands as the leading direct-to-consumer (DTC) e-retailer, providing an array of bridal gowns, bridesmaid dresses, evening wear, and accessories. Designed in Los Angeles, AZAZIE disrupts the traditional wedding industry by presenting made-to-order gowns at an affordable price point. The brand is dedicated to promoting body-positive fashion, ensuring that all dresses, available in sizes 0-30, are meticulously cut and sewn to order. Explore our website, where you'll find hundreds of bridal and bridesmaid gowns and dresses, spanning over 80+ enticing color options. Job Summary: Azazie is looking for a self motivated and driven Customer Service Representative to join our growing team! In this role you will be responsible for providing a positive and efficient customer experience by educating customers on product knowledge, policies and services. We are seeking out top talent candidates that are highly engaged with our customers by productively providing the solutions in response to questions, concerns, and complaints through our chat, phone and email channels. * Please note: We are only recruiting local candidates at this time to accommodate a hybrid-based schedule. The employee will come into San Jose location 3 times a week Schedule: Tuesday - Saturday 8:00AM - 5:00PM Tuesday - Saturday 7:00AM - 4:00PM Responsibilities: As a Customer Service Representative, you'll be an important part of our growing team! You will be set up for success in meeting the following requirements for this role: Proficient in supporting our customers via phone, chat and email identifying their needs, complaints, or other issues and providing solutions and support as needed. Proactively monitor and de-escalate situations involving unhappy customers by clarifying the information, communicating best next steps and providing solutions within 24-48 hours. Responding efficiently and accurately to customers through showing Azazie cares, listening to their concerns and ensuring they have a memorable experience shopping with us. Navigate knowledge based platforms within: AI Intercom, Company Website, Content Management System, ERP and Happy Returns. Strong attention to detail with ensuring accuracy in information provided and in recording customer details in order to maintain customer satisfaction and resolve issues effectively. Competency and initiative to meet and exceed the department metrics and individual performance goals. Implementation of utilizing software, databases, and tools appropriately to provide exceptional customer service within our DTC industry. Skills/Talents you have: Analytical, problem solver and critical thinker. Ability to manage multiple channels of communication, tickets and customer conversations leading with Azazie cares and empathy. Team player that is willing to take initiative to support customers, other agents and supervisors. Adaptability to thrive in a fast-paced ever changing work environment. Aptitude in maintaining comprehensive knowledge of the AZ CS policies, procedures and SOPs for our customers. Positive attitude with a desire to learn and share ideas in a collaborative work environment. Clear and concise communicator within customer interactions and across different departments. Ability to build positive and long term customer relationships that reflect in positive customer satisfaction survey results. Excellent time management skills. Customer-focused with strong interpersonal and tech savvy skills. Qualifications: Customer Service Experience: 1 year (Preferred) Fluency in English. Additional languages is a plus, but not required (please note if you have skills in Spanish, Mandarin, or French in your application) Experience with AI Intercom, Slack or other CRM software is a plus. Experience navigating websites/browsers and using chat software (ex./ Slack); quickly navigating. between chat and other company tools such as our CRM and phone software. Excellent written and oral communication skills. Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) as well as Google Docs. Customer-focused and can demonstrate mastery of customer service skills. Ability to maneuver between multiple tasks. Benefits: Free snacks and drinks in office Company engagement events Gym access in San Jose office building Monthly departmental CS appreciation lunches Physical Requirements: While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close, distance and color vision. Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements. Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Otsuka America Pharmaceutical, Inc. has launched a new customer engagement approach designed to better deliver on patient, caregiver and HCP expectations in an evolving healthcare environment. The new model is built around where patients get their care-locally, with the intent to better serve patients, caregivers, and healthcare providers, delivering a higher quality experience that ultimately is focused on improving patient care. The ecosystem approach" creates a unified focus among account management, medical, patient access and market access to engage local healthcare systems and identify opportunities to improve the patient experience. Through this matrix model, customers will now experience more coordinated and seamless care with digital-enabled support to bridge care gaps. In Otsuka's evolved customer engagement model, a Health Science Advisor (HSA) will engage HCPs through a variety of in-person, virtual and digital tools, offering expanded expertise regarding products and the approved conditions they treat. Otsuka's Clinical and Scientific Specialists (CSS) will provide deep clinical expertise on-demand and will engage healthcare providers to offer personalized education on disease state, thought leadership and real-world evidence. These ecosystems are led by Ecosystem Leads and are grouped into regional areas. Regional Leads have significant autonomy to assess unique market priorities and customize decisions that reflect local customer needs. In the future, Otsuka will also shift to drive customer engagement quality, accountability, and cohesion between patients and healthcare providers. Ultimately, it is all about putting customers at the center of everything they do. The Health Science Advisor will report directly to the respective Ecosystem Lead, coordinating with cross-functional colleagues in Medical (CSSs), Market Access (HSAMs), and Patient Support (PELs) under appropriate guardrails. This individual will serve as the main point of contact/connection to healthcare provider (HCP) customers and should have a wide breadth of expertise, (e.g. able to address complex on-label information based on approved content). Conducts proactive outreach to HCPs on topics such as: Product access: local market payor coverage and co-pay, prior authorization, formulary placement, and availability expectations On-Label/Consistent-with-label Info: proactively share information that is on or consistent with the label, including confidently and skillfully handling complex on-label information consistent with approved materials Established guidance on patient care: example system protocols, standard of care guidelines, discharge protocols, and published expert opinions (or share menu of options and direct accordingly) Ability to appropriately connect providers in real time to on-demand CSSs as questions arise Customer engagement: Personally engage customers through a variety of virtual or digital tools and can direct customers to other colleagues (e.g., CSS) on demand; closes the loop on customer requests, ensuring that they have been met and asking for feedback on quality of engagement Thought leadership: Facilitate speaker programs; organize local provider groups for discussions on experiences and outcomes with local/regional leaders Business planning: Elevate opportunities and feedback to ecosystem lead, including local market insights to inform setting of local strategy and business goals; compliantly collaborate with ecosystem team to adjust targeting and call point plans and action on insights collected from customer-facing roles Minimum Qualifications A minimum of 2 years pharmaceutical or medical device sales experience Must reside within commutable distance of 50 miles of the primary city in the sales territory Preferred Knowledge, Skills, and Abilities: Previous cross-functional industry experience in commercial life sciences (pharma or biotechnology) or related industry engaging with key healthcare ecosystem players (e.g., payers, health systems) 4 or more years' experience working in a sales role with HCPs, ideally representing multiple products and working across a complex healthcare system environment Clinical nurse or Advanced Practice Nurse (APN) experience highly valued The ability to work in an ambiguous environment undergoing transformation Proven track record in coaching, training and/or mentoring peers or others as assigned; helping such others to better meet or exceed their goals, targets and other responsibilities Proven track record for consistently meeting or exceeding financial and/or other quantitative targets, as well as qualitative goals Ability to seek out relevant information, prioritize, and apply information to solve complex problems in the ecosystem Ability to assimilate and communicate complex clinical and product information Knowledge of and ability to successfully addressing operational issues in the delivery of healthcare products to patients, such as reimbursement and supply #LI-Remote Competencies Accountability for Results - Stay focused on key strategic objectives, be accountable for high standards of performance, and take an active role in leading change. Strategic Thinking & Problem Solving - Make decisions considering the long-term impact to customers, patients, employees, and the business. Patient & Customer Centricity - Maintain an ongoing focus on the needs of our customers and/or key stakeholders. Impactful Communication - Communicate with logic, clarity, and respect. Influence at all levels to achieve the best results for Otsuka. Respectful Collaboration - Seek and value others' perspectives and strive for diverse partnerships to enhance work toward common goals. Empowered Development - Play an active role in professional development as a business imperative. Minimum $102,101.00 - Maximum $145,970.00, plus incentive opportunity: The range shown represents a typical pay range or starting salary for candidates hired to perform the work. Other elements may be used to determine actual salary such as the candidate's job experience, specific skills, and comparison to internal incumbents currently in role. This information is provided to applicants in accordance with states and local laws. Company benefits : comprehensive medical, dental, vision and prescription drug coverage, company provided Basic Life, AD&D, Short-term and Long-term Disability insurance, tuition reimbursement, a 401(k) match, PTO allotment each calendar year, paid holidays, and paid leave programs as well as other company provided benefits. Come discover more about Otsuka and our benefit offerings; ********************************************* . Disclaimer: This job description is intended to describe the general nature and level of the work being performed by the people assigned to this position. It is not intended to include every job duty and responsibility specific to the position. Otsuka reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Otsuka is an equal opportunity employer . All qualified applicants are encouraged to apply and will be given consideration for employment without regard to race, color, sex, gender identity or gender expression, sexual orientation, age, disability, religion, national origin, veteran status, marital status, or any other legally protected characteristic . If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation, if you are unable or limited in your ability to apply to this job opening as a result of your disability . You can request reasonable accommodations by contacting Accommodation Request . Statement Regarding Job Recruiting Fraud Scams At Otsuka we take security and protection of your personal information very seriously. Please be aware individuals may approach you and falsely present themselves as our employees or representatives. They may use this false pretense to try to gain access to your personal information or acquire money from you by offering fictitious employment opportunities purportedly on our behalf. Please understand, Otsuka will never ask for financial information of any kind or for payment of money during the job application process. We do not require any financial, credit card or bank account information and/or any payment of any kind to be considered for employment. We will also not offer you money to buy equipment, software, or for any other purpose during the job application process. If you are being asked to pay or offered money for equipment fees or some other application processing fee, even if claimed you will be reimbursed, this is not Otsuka. These claims are fraudulent and you are strongly advised to exercise caution when you receive such an offer of employment. Otsuka will also never ask you to download a third-party application in order to communicate about a legitimate job opportunity. Scammers may also send offers or claims from a fake email address or from Yahoo, Gmail, Hotmail, etc, and not from an official Otsuka email address. Please take extra caution while examining such an email address, as the scammers may misspell an official Otsuka email address and use a slightly modified version duplicating letters. To ensure that you are communicating about a legitimate job opportunity at Otsuka, please only deal directly with Otsuka through its official Otsuka Career website ******************************************************* . Otsuka will not be held liable or responsible for any claims, losses, damages or expenses resulting from job recruiting scams. If you suspect a position is fraudulent, please contact Otsuka's call center at: ************. If you believe you are the victim of fraud resulting from a job recruiting scam, please contact the FBI through the Internet Crime Complaint Center at: ******************* , or your local authorities. Otsuka America Pharmaceutical Inc., Otsuka Pharmaceutical Development & Commercialization, Inc., and Otsuka Precision Health, Inc. (Otsuka") does not accept unsolicited assistance from search firms for employment opportunities. All CVs/resumes submitted by search firms to any Otsuka employee directly or through Otsuka's application portal without a valid written search agreement in place for the position will be considered Otsuka's sole property. No fee will be paid if a candidate is hired by Otsuka as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

We are looking for a motivated individual eager to join a dynamic small business. As a Customer Service/Customer Management Specialist, you will play a vital role in the company's success. You will handle customer service and be responsible for managing customer relationships. Our client views this role as the lifeblood of their business, where you will support daily operations and serve as the company's voice when interacting with customers. Key Responsibilities: Communicate with customers via phone, email, and chat. Provide clear and knowledgeable responses to clients throughout the entire customer journey. Collaborate effectively with team members in a fast-paced environment. Perform data entry across various platforms such as Zoom, Google Calendar, and CRMs. Qualifications: 1-3 years of relevant work experience in customer service or a related field. Excellent phone etiquette, along with strong verbal, written, and interpersonal communication skills. Strong multitasking abilities and experience in organizing and prioritizing tasks. Outgoing, personable attitude with a focus on delivering excellent customer experiences. Proficiency with a variety of technologies including Google Calendar, Zoom, Slack, CRMs, and Microsoft Office.

Our client is an established and rapidly growing Investment Advisory Firm seeking someone interested in developing their skills and advancing their career. With over $1 Billion in assets under management (AUM), we've grown by $400 million in the last three years purely through client referrals. Our firm offers a unique learning environment, focusing on education and training in FactSet technology, Bloomberg research, Morningstar Direct technologies, and continuous compliance training. As a key contributor, you'll receive significant support from our experienced team and specialized training in client relations, portfolio operations, and analysis. Requirements - client service associate: 7+ years of experience within the private wealth space Strong communication and detail orientation skills, as well as excellent analytical and problem solving skills Ability to work in a small environment where everyone wears multiple hats Cannot be a job hopper

Fellow began as a Kickstarter campaign and has grown into a global brand with distributors and customers in more than 50 countries. We bring the specialty coffee experience to people's homes via beautifully designed coffee ware that marries form and function. We currently have a small, passionate, and committed team that loves to see coffee tools come to life. We are looking for coffee nerds with a customer focus and passion for helping people create an amazing coffee experience at home! Come join the Fellowship! The Store Associate (part-time) will live out Fellowship Thinking, our leadership principles: Fellowship Thinking centers our customers, always. Fellowship Thinking views all goals as shared. Fellowship Thinking never stops improving. Fellowship Thinking says “yes, if”. Fellowship Thinking deliberately seeks equity. Responsibilities: Deliver exceptional hospitality to our guests, your fellow teammates, and all of our vendors and suppliers Be able to speak to our product and demonstrate how to use with a variety of different brewing methods and coffee varietals Stay knowledgeable about Fellow's current products and how they help brew ridiculously good coffee; continuously cultivating your own curiosity and knowledge through in-house tastings, cuppings, and trainings Taste coffee from our roaster partners regularly to ensure quality, uphold our standards, and develop your palate Create community in our store by sharing your joy and knowledge of coffee with our guests; inspire your Fellow teammates to do the same Support your team by taking joy in the tasks that keep the store running smoothly and beautifully-these tasks may vary but can include cleaning, clearing and washing dishes, sweeping, dusting, mopping, cleaning and organizing product displays, replenishing inventory, and taking out trash Work as a team to achieve sales goals Promote a safe and respectful working environment Requirements: Searching for a career in coffee and coffee equipment and accessories with a dynamic, growing company. Passionate about coffee and the art of making the perfect cup of coffee Reliable and consistent-your leader and teammates can always depend on you to be punctual and bring your A game Thoughtful and able to anticipate our customer's needs Obsessed with the details! You love honing your craft and understand the power of joy in each cup of coffee Excited about taking on new experiences and possess a can-do attitude Eligible to work in the United States and 18 years of age or older Basic math and computer skills A flexible schedule and availability to work mornings, evenings, weekends, and holidays Benefits: Competitive compensation Generous discount on Fellow products Best coffee anywhere Our highest goal at Fellow is creating a safe, inclusive, and rewarding environment where everyone can bring their whole selves to work and thrive. We are committed to building diverse teams and strongly encourage people from underrepresented groups, including but not limited to women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. Fellow is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity, gender expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.

Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates. About You · Two or more years of client-facing experience · FINRA Series 7/63 and 65 or 66 · Experience in Center of Influence marketing · Excellent communications and persuasion skills · Self-motivated, high energy · Transferable book of business highly desired All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Ultimate Staffing is looking for several Contact Center (Call Center) Specialist to support a leading Bay Area Credit Union with a critical mobile application launch. This is a 10-13-week assignment located in San Jose, is onsite and the pay is $23-26/hour depending on experience. POSITION SUMMARY The Contact Center Specialist is responsible for providing support and assistance to existing members, potential members and other parties who contact our Credit Union by telephone and/or email, including other departments. When responding to incoming phone calls and emails, the Contact Center Specialist adheres to established policies and procedures to effectively satisfy inquiries, resolve problems, fulfill services requests and cross-sell relevant products and services as presented by the client. Essential Duties Member Service Operations · In a professional manner manages telephone/email inquiries, including: o Provides quality customer service during each call, o Handles calls in accordance with established department guidelines, while adhering to all our policies and procedures, o Clearly and accurately explains the features, benefits and processes of our products and services, including membership/service-related fees, which are relevant to needs of the caller, o Provides clear and accurate information in a timely manner, o Properly directs calls/requests to the appropriate employee/department for processing as needed. · Identifies product referral and cross-sell opportunities in a variety of situations, including fulfilling immediate member needs, promotional offers, and marketing campaigns. · Maintains a 92% available time for calls. · Effectively explains policies, procedures, and compliance regulations to the member. · Processes authorized transactions/requests accurately and in a timely manner. · Responds to requests for assistance from staff and other departments. Work Schedule · Full-time; typically, 40 hours/week · M-F, 8-hour shift within the 7:45am-6:00pm window Plus rotating Saturdays 9:45am-2:15pm · Occasional overtime MINIMUM JOB QUALIFICATIONS Education: High School diploma (or equivalent experience) required. Experience: 2 years combined banking and/or call center experience preferred. Knowledge/Skills/Abilities: · Excellent verbal and written communication skills. · Good time-management skills. · Achieves a regular Call/Email average of 90% or better. · Meets individual product referral goals as outlined by management. · Strong organization, team orientation, PC, Internet, and service skills All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

The Client Service Specialist is responsible for supporting client relationships and facilitating internal team collaboration efforts. Structure Full-time, non-exempt position Reporting Location: 240 San Jose Avenue, San Jose, CA 95125 Reporting Schedule: 6:30am - 3:00pm Salary Range: $33.65/hr to $43.50/hr Functional Roles and Responsibilities End-to-End Client Meeting Management Meeting scheduling and confirmation, calendar coordination with internal and external entities Meeting agenda & packet preparation - agenda, supporting documents Take comprehensive notes and photos during meeting Post-meeting follow-up - packet update and distribution Delegate and communicate follow-up action items internally and with external vendors Close the loop on all pending items Client Deliverable Development Landscape maintenance proposals Presentation decks Simple QuickBooks proposals Property service/operations maps Newsletters Work Order & Job Management Manage work order email address, tracking sheet and all work order communication with clients and internal team Ensure all work orders are complete, communicate with customer Plant and material ordering for small enhancements and installations Accounts receivable management Marketing & Client Relations Industry membership management Coordination and registration of industry events Support of development and execution of educational programming Development and execution of client relations events Social media support Giveaway inventory management in San Jose office Office Administration Ordering, management and organization of supplies for San Jose office Lead facilities management for San Jose office - vendor management, etc. Success Behaviors Has a positive attitude Takes initiative to improve performance Provides creative solutions Has proactive approach to their job, stays organized Team player Physical Requirements The physical demands described here 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. While performing the duties of the job, the employee is required to: Regularly sit, type, and use the computer and mouse for prolonged periods Occasionally lift and/or move up to fifty (50) pounds Regularly operate a vehicle to travel to and from work locations Maintain a valid driver's license Metrics for Success Proper scheduling and completion of the scope of work while satisfying the customer expectations Client Retention Enhancement sales generation Provides exemplary customer service through superior communication Fosters teamwork with all operations and administrative staff members

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries. Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity). Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers. Contribute to quarter-end client reporting, producing and reviewing client reports. Qualifications: 3+ years of experience in wealth management, brokerage, or investment advisory. Bachelor's degree strongly preferred. Familiarity with custodians such as Schwab, Fidelity, and Pershing. Experience with Orion Advisor Technology is a plus. Strong organizational skills, attention to detail, and ability to manage priorities independently. Excellent communication skills, both verbal and written, with a professional demeanor. Salary: $80,000 - $90,000 Please submit your resume for additional details and a full job description.

About the Role We are looking for a Product Expert to provide exceptional technical support to our customers. As a Product Expert at Omni, you will use your knowledge of SQL, data analytics, and the Omni product to help customers solve data problems, learn best practices, and navigate the platform. You will be both the face of Omni, and the voice of the customer internally. You will provide personal attention and advocate for customers' needs while serving as their first line of help. We take pride in providing stellar, high-touch technical support throughout the customer lifecycle, and the Product Expert is the face and heart of the customer experience! You will: Become a deep expert in the Omni product & best practices Assist Omni's customers, potential customers, and partners via Slack, acting as the frontline as users navigate the product Provide proactive, positive, above-and-beyond technical support, digging deeper to find creative solutions that go beyond the surface of the questions being asked Stay up to date on the latest product improvements & roadmap Give voice to customer needs in internal discussions with Product and Engineering. Partner with Solutions Engineering to identify trends and proactively recommend product and tooling solutions to improve customer experience Share deep knowledge of actual usage cross-functionally to inform how we develop and market our product. Surface feature requests and reproduce and report bugs reported by Omni users Contribute to our community site, sharing design patterns, solutions, and troubleshooting guides to enable self-service. Create delightful experiences for our customers. Build trust-filled advisory relationships, and find ways to make data teams more successful. About you Love learning and problem solving; enthusiastic about helping and teaching others Strong communication skills, both written and oral Desire to work directly with customers on a daily basis Passionate about working with and talking about data Strong SQL skills; knowledge of SQL for analytics 1+ years experience in data analytics and/or business intelligence preferred This role is based in our Santa Cruz office, and allows for a hybrid schedule with 3 days/week in office. Why Join Us Passionate, close-knit team with extensive experience in the space, including founders from Looker and Stitch Data Health, dental, and vision insurance 401(k) Plan Unlimited PTO

Who we are: Would you like to work for a stable, secure, and fast-growing airline where you will be stimulated, challenged, and have the opportunity to develop your career? If so, read on! Come and work with the best of the best at Envoy Air where you will join a team committed to providing outstanding service. We offer: Amazing employee flight privileges within the American Airlines global network Training and development programs to take your career to the next level Comprehensive health and life benefits (subject to location) Salary Range: $39,000 - $44,000 Responsibilities How will you make an impact? Responsibilities Coordinate the day-to-day station operations by leading and organizing the activities of Agents/Clerks to ensure a safe working environment and on-time dependability. Ensure adequate operational coverage; responsible for scheduling and manpower utilization Maintain a safe, dependable and consistent operation Conduct Agent observations Schedule and administer local training including new hire training Investigates and resolves operational issues as well as customer service issues Will be provided company uniforms and must adhere to uniform policy Participates on operational conference calls, station audits and prepares various reports Maintains records such as time and attendance, personnel files and performance Supervisors perform Station Agent work, as required. Station Agents have combined duties within ramp service and customer service operations. Create a positive start to a passenger's trip by being the first to greet the passenger and providing a seamless check-in and ticketing experience Use appropriate reservation/ticketing software to rebook itineraries, issue boarding passes, and calculate and collect any appropriate fees Inform passengers through all aspects of their experience with American Airlines by communicating appropriate information about their trips and belongings Guide and direct incoming and outgoing aircraft on the taxiway to ensure that they are entering or leaving their gate safely and on-time Load, unload, sort, and appropriately transfer passenger baggage, cargo/freight, and company materials Some of these items can weigh up to 75 lbs. Drive ground equipment such as tugs to help the plane push in/out of the gate, belt loaders to help load baggage, and bag carts to deliver baggage to the claim area or the connecting flight Collaborate with the internal team to ensure a safe and on-time departure May clean the interior of the aircraft, clean and service aircraft lavatories, and/or work in the Baggage Service Office to track the location of baggage For a more visual insight of what the Agent position entails, check out our "Behind the Scenes at Envoy" clip: Agent Video #Envoyout Qualifications Who are we looking for? Requirements In this role, Supervisors must be able to perform all duties under sometimes stressful conditions beyond the employee's control while attempting to influence a favorable impression of American Airlines. Supervisors must be self-motivated and safety conscious. Supervisors must be comfortable organizing work groups and handling multiple priorities in a fast-paced environment. The ability to demonstrate qualities of leadership, initiative, and judgment are essential. Position Requirements Minimum Age: 18 High school diploma or GED equivalent Must possess a valid state driver's license; some license restrictions may prohibit a candidate from being eligible for this position Must be able to carry, bend, lift and turn with bags weighing up to 75 lbs. Ability to work rotating shifts including nights, holidays, weekends, days off, and be able to report to work on a regular and timely basis Requires flexibility to work additional hours beyond the regular shift, on short notice, and as needed due to operational necessity Must be able to perform all duties in various weather conditions and time constraints Ability to read, write, fluently speak and understand the English language Possess the legal right to work in the United States Position Preferences A minimum of one year of customer service experience Some locations may desire previous airline experience including working knowledge of an airline's ticketing system and/or ramp operations Additional Details Tattoos, body piercings and/or tongue rings may not be visible while in company issued uniform at any time; tattoos cannot be covered with adhesive bandages or by other methods to render them not visible Candidates must fulfill a fingerprint based criminal background check to qualify for unescorted access privileges to airport security identification display areas (SIDA), if applicable Candidates must be able to secure appropriate airport authority and/or US Customs security badges, in addition to clearing other airport related requirements, if applicable In locations handling US mail, must be able to pass a US Postal Service background check This position may be subject to the Department of Transportation (DOT). Federal law requires Envoy to determine a candidate's history with the DOT drug and/or alcohol violation(s) or refusal(s) to test before hiring him/her into a safety-sensitive position Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time. Envoy Air is an Equal Opportunity Employer - Minorities/Women/Veterans/Disabled. Envoy Air Inc., a wholly owned subsidiary of American Airlines Group, provides regional flight service to American Airlines under the American Eagle brand and ground handling services for many American Airlines Group flights. The company was founded in 1998 as American Eagle Airlines, Inc., following the merger of several smaller regional carriers to create one of the largest regional airlines in the world. Envoy is headquartered in Irving, Texas, with hubs in Dallas/Fort Worth, Chicago and Miami, with a large ground handling operation in Los Angeles. Connect with Envoy on Twitter @EnvoyAirCareers, on Instagram @EnvoyAirCareers, and on Facebook at Facebook.com/envoyaircareers and Facebook.com/EnvoyPilotRecruitment. #EnvoyOut We can recommend jobs specifically for you! Click here to get started.

The Sales and Service Specialists consult with customers about the Hertz/Lyft/Uber Rental Car program. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. ability to provide world-class customer services and sales support. The responsibilities also include building rapport and upselling customers on additional features and benefits. This position also ensures vehicles are prepared for customer pick-up, which includes inspecting cleanliness, damage, fuel, and filling all fluids. Wage: $17.50 hourly Qualifications: Strong communication skills and the ability to build relationships with customers. This position requires strong multitasking. The ability to upsell and overcome customer objections. Apply today and shift your career into drive for tomorrow! Benefits and Perks: Not only do you get to be part of an organization where you Drive your Potential, Power your Passion!! Below are a few perks and discounts: Up to 40% off any standard Hertz Rental Medical, Dental & Vision plan options Retirement programs, including 401(k) employer matching Paid Parental Leave & Adoption Assistance Employee Assistance Program for employees & family Educational Reimbursement & Discounts Voluntary Insurance Programs - Pet, Legal/Identity Theft, Critical Illness Perks & Discounts -Theme Park Tickets, Gym Discounts & more

$31.50/hr + Super | Paid Weekly | West Perth 6005 | Vibrant Office Data Entry | Light Customer Service | Immediate Start | Fun Team Minimum 4 Week Contract | Could Be Extended | Office-Based | Lovely Culture The Opportunity We are seeking multiple staff to assist national landlord insurance provider with word processing and data entry tasks in response to the recent unprecedented weather events across our country. With the occasional email or call, to confirm bank details or action taken. This role will see you working as part of a larger team, reporting to a Team Leader carrying out a variety of data entry and word processing. This role is 100% not customer-facing. What's in it for you $31.50/hr and paid weekly Located in West Perth 6005 Full time 37.5 hrs/week Mon - Fri 8:30 am - 5:00 pm Inclusive & diverse environment Fun and compassionate team Modern work environment A short-term assignment with an opportunity to extend for the right candidate. What we need from you You are well presented, reliable and available to start within the next week Experience with Data Entry or Word Processing is highly regarded Demonstrated level of attention to detail Will pass a police/ASIC clearance (carried our by host employer) You are a minimum of double vaccinated Have reliable transport or able to get to Perth CBD

Responsibilities include working as part of a retail sales team to provide best in class customer care. The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way up through Part Sales, Parts Specialist and eventually a store Sales Lead through positive work ethics and evaluations. This is a retail sales position that requires a "can do" selling spirit and the ability to work as a team to meet the store's sales goals. The CSA will be present during all peak customer traffic periods which could include weekends, sale days, or any other occasion that would generate high customer flow into the store per the specified store schedule. The CSA will promote sales and service to customers. The CSA is expected to maintain the excellent standards of all Pick-n-Pull policies and procedures, while always being pleasant, respectful, and helpful. Essential Functions: * Promote the Pick-n-Pull Safety Culture. * Be a team player. Work as a member of the team to help the team achieve its goals. * Maintain a high level of integrity. * Provide required information to customers as they enter the store. Offer friendly and enthusiastic answers to customer questions. * Follow loss prevention, risk control, quality assurance, and proper cash handling procedures at all times. * Work as a team towards housekeeping, janitorial, and other duties as assigned by the task list. This can include cleaning tires, carrying batteries, mopping floors, etc. * Follow all company policies and procedures. * Identify when customer interaction requires assistance from management. * Complete sales training and follow the Pick-n-Pull 5 Step Sales Model. Engage in continuous training and education in all areas of the Pick-n-Pull business. * Additional duties as assigned. Qualifications: * Must work safely at all times. * Must have good people skills with an outgoing friendly positive attitude. * Able to work retail hours including overtime, weekends and holidays. * Must have reliable means of transportation. * Must be able to read, write, and speak in the English language. * Bilingual in Spanish a plus, but not required. * Be proficient in automotive part/product identification and recognize parts and how they relate to our customer receipts. * Follow company dress code policy, maintaining a well groomed, neat appearance so as to create a favorable impression with customers. * Previous experience in a retail environment preferred but not required. Physical Activities Required to Perform Essential Functions: Standing, lifting, walking, bending, and stretching are required regularly to perform customer care, product relocation and placement, and environmental health and safety functions. * Manual dexterity to maintain the housekeeping of the facility by mopping, sweeping, etc. In conjunction, but not limited to, assigned task list duties. * Vision must be sufficient to perform job functions safely as described above. * Able to work on feet (stand and walk) for assigned work shift. Job Conditions: * Exposure on a regular basis to outdoor weather conditions. * Exposure to occasional noisy conditions and machinery operation. PLEASE NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. All U.S. applicants must be 18 years of age or older and all Canada applicants must be 16 years of age or older. Radius Recycling participates in e-verify for all U.S. new hires. An offer of U.S. employment by Radius Recycling or any of its subsidiaries is contingent on the satisfactory completion of a post-offer drug screen and background check. All new hires must review and sign an Arbitration Agreement. This applies to all U.S. non-union employees. As an Equal Opportunity Employer, Radius Recycling does not discriminate on the basis of race, religion, color, sex, marital status, disability status, national origin or ancestry, veteran status, age, prior industrial injury, sexual orientation, genetic information, or any other protected status under local, state or federal law.

Work from Home Survey Taker (Side Gig) We are looking for people who are motivated to participate in paid research across the country and local areas. Join this Work from Home USA Market Research Panel Today. You have two options when it comes to paid research : you can either take part in person or online. This is a great way for you to make extra income at home as data entry clerk. Compensation: Work from home and take surveys to earn Money. There are many payment options, including PayPal, direct checks, and online virtual gift cards codes. Opportunities to earn rewards. Responsibilities: Take part with work from home surveys/studies by following written and oral instructions. Participate in research focus groups. Each panel receives a complete written study. If products or services are provided, you must actually use them. Needs: You must have a working camera on your smart phone or a webcam on your desktop/laptop. Access to reliable internet connection is essential. You would like to be fully involved in one or more of these topics. Capacity to understand and follow written and oral instructions. Job Benefits: Participation in online and in-person discussions. If you work remotely, there is no commute. No minimum hrs. This is a work from home job. Get free samples from our partners and sponsors for your feedback on their products. Participate in product testing and see products before the public. Part-Time job. Work from Home. Anyone looking for part-time, short-term work at home work is welcome to apply. No previous experience is necessary. This is an excellent opportunity to earn a side income by doing flexible remote work from home. * Please note that this is an opportunity to earn extra money from home and should not be considered as a full time job. Apply: We welcome you to apply if you are the sort of person who is self-motivated as well as comfortable working on your very own from home, appreciate such job as email client service, data entry as well as review products, then you are the person we are trying to find. Data entry clerks come from all various backgrounds including, data entry, telemarketing, customer support, sales, clerical, secretary, administrative assistant, assistant, phone call facility, part-time, retail. APPLY AT : *************************************************************************************************

The Customer Service Representative is responsible for answering telephone inquiries and responding to correspondence from employer clients, members and providers regarding eligibility, claims status and benefit determinations. Responsibilities Intake all customer (provider, member and health plan) calls as they relate to inquiries and grievances. Explain health insurance benefits, policies and procedures to members and providers, i.e., claims submission, appeal process, medical review, documenting all communication. Investigate timely filing of provider claims. Serve as a point of contact and liaison for customers. Successfully implement dispute resolution. Provide proactive and event-related education to customers. Facilitate customer care as appropriate. Assure accurate and timely response to all customer inquiries. Log calls and document action plans. Successfully bring all issues to closure within appropriate timeframe. Proactively identify areas of improvement and provide feedback. Perform member and provider satisfaction surveys as appropriate. Provide support and coverage to interdepartmental staff as needed. Coordinate customer grievances with appropriate department. Develop strong partner relationship with customers. Perform other activities and functions as defined by the Claims Manager. Position Requirements Minimum A.A. degree or equivalent practical experience in related or similar positions. At least two years' experience in customer service/call center within the managed care, insurance, healthcare, or related call center environment Strong comprehension skills Ability to communicate effectively, including written and verbal communication skills High level of attention to details in obtaining complete and accurate information Problem resolution skills Strong interpersonal and negotiation skills Ability to key data accurately and rapidly Basic knowledge of insurance terminology and medical coding, e.g. ICD and CPT Ability to operate computer equipment and software programs necessary to fulfill position responsibilities Working knowledge of Microsoft office products including Outlook, Word, and Excel Ability to interact professionally with co-workers, providers, clients, brokers and management-level staff. Excellent phone manner and ability to handle multiple phone lines. Must be able to meet established deadlines Pay rate: $23.00 an hour Equal opportunity employer. Assigned Work Hours: 8:00am - 4:30 pm Position Type: Regular

Contribute to the growth of the organization across all lines of business through customer engagement, expert product and service knowledge, follow-up, and follow through at the service desk, on the sales floor, and at the register. Duties & Responsibilities First point of contact for customers on the phone and in the store. Responsible for engaging customers, scheduling appointments, building trust, understanding needs, communicating processes and timelines, and selling parts and service that make the customer's car run at peak efficiency; adheres to Company Customer Care standards to meet customer expectations. Responsible for the organization and productivity of the service business through work order and register transactions, thorough vehicle inspections, and service and replacement part knowledge. Under the direction of Management, assists in various aspects of customer care, work order and register assistance, facility maintenance, and Outside Purchase (OP) ordering. Follow all policies and procedures related to cash, credit, check, refund and return policies. Works with the management team to react to customer service issues, customer complaints, and/or business opportunities. Conduct and participate in routine express automotive services, including tire mounting, balancing, rotations, and repair; oil changes, fluid top-offs, lubrications, filter and bulb replacement; battery installation, starting and charging system testing; cosmetic car services, and thorough vehicle inspection. Primary driving force behind the implementation and constant execution of safety procedures, ensuring wheel torque and oil/fluid services are performed per standard operating procedure directives. Partner with Management to produce a safe and health work environment that complies with all local, state, and federal laws, as well as with company policies and procedures. Effectively communicate with all associates, management, and customers; interprets and retains information and applies knowledge appropriately. In designated locations, may be a secondary key carrier responsible for basic and detailed opening and closing responsibilities. Maintain an organized and neat shop. Adhere to all company policies, procedures, safety and environmental rules. Other duties as assigned. Knowledge, Skills, and Abilities High school diploma or equivalent required. Valid Driver's License. One year of related experience in the automotive service environment. One year of sales experience preferred. Must have basic knowledge and understanding of mathematical concepts such as addition, subtraction, multiplication, division, percentages, and fractions. Ability to apply mathematical formulas to calculate commissions and discounts. Strong verbal communication skills. Strong customer service skills. Ability to work Days, Nights, Weekends, Holidays. Physical Demands/Work Environment 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. The characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Physical Demands Must be able to frequently lift, carry, and place merchandise and supplies up to 50 pounds without assistance. Frequent standing and walking for long periods of time. Frequent reaching overhead and below the knees, including squatting, bending, stooping, kneeling, twisting. Climb up and down ladders to retrieve and stock merchandise. Communicate effectively in person, by telephone, or by using telecommunications equipment. Enters and locates information on computer. Presents information to small and large groups. Visually verifies information, often in small print. Safely operates a motor vehicle. The pay range for this position is starting at $18.00 hr. based on experience + commission All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

* Answers all reservations related incoming calls in a friendly and courteous manner using proper telephone etiquette and using clear verbal English communication. * Arranges reservations for Hotel services (i.e. Restaurant Reservations, etc.) as per the guest's request. * Listens attentively to understand guests' inquiries and requests. * Promptly provides accurate information regarding availability, accommodation types and quotes correct room rates. * Assigns reservation in the computer system based on the guest's preference and availability. * Reads, retrieves, communicates and verifies information including confirmation number(s) to the caller. * Answers questions regarding the Hotel facilities and services, as well as information regarding local attractions, directions, etc. * Memorizes and recites applicable deposit and guarantee policies as requested. * Accurately inputs and retrieves data from the computer reservations system. * Follows all safety, hygiene and cleanliness protocols at all times. * Maintains database for all definite arrivals. * Conduct a daily call around to surrounding hotels. * Checks expected arrivals for any duplicate reservations. * Ensure the utmost accuracy of any reservation (i.e. billings, room type or rate). * Handles complaints in a tactful manner and negotiates resolutions such as alternative accommodations when the Hotel is sold out. * Telephones customers to advise of changes, cancellations or to confirm reservation. * Maintains advance or current inventory of available guestrooms. * Research and Charge No Show reservation on a daily basis. * Research, process and respond to commission inquiries, as needed. * Provide assistance at the front desk as needed. * All other duties as assigned by the Supervisor. * Ability to effectively deal with customers, some of who will require high levels of patience, tact and diplomacy to defuse anger to collect correct information. * Able to listen effectively and to speak English clearly over the telephone. * Able to access, read and accurately input information using a moderately complex computer system * Ability to read and interpret documents such as operating instructions, procedure manuals and Hotel safety rules. * Ability to write routine reports and correspondence. * Able to communicate effectively with the public and with other team members. * Able to type 40 words per minute * Ability to calculate figures and amounts such as discounts occupancy percentages and sales volume. * English writing skills in the event that the computer system is inaccessible and manual documentation of the reservation is required. * Meets legal age requirements for the position.