Client Service Associate - Wealth Advisory Firm
Customer service specialist 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
Client Relationship Specialist- Newport Beach, CA
Customer service specialist job in Newport Beach, 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.
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 Accounts Advisor
Customer service specialist job in Ontario, CA
The salary range for this role is $17.50 to $18.50 per hour*.
is also eligible for incentive pay based on performance.
Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership.
Skills for Success
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron's team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.
The Work
Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone
Sell customers on the benefits of timely lease agreement renewal payments
Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals
Assist with merchandise returns and guest deliveries as directed by management
Clean and certify merchandise in the Quality Assurance Center for all items personally returned
Complete and maintain weekly vehicle maintenance sheet and route sheets daily
Load, secure and protect product in company vehicle
Safely operate company vehicle
Assist the Sales Team as needed
Any reasonable duties requested by management
Requirements
United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
Must meet DOT requirements to obtain certification in required states (United States)
Ability to work schedule of hours varying from 8 am to 9 pm
Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
Two years of retail/customer service experience preferred
High School diploma or equivalent preferred
Excellent interpersonal and communication skills
High energy with the ability to effectively perform all functions of the store and multitasking effectively
Proper telephone etiquette
Uphold the Aaron's Brand and protect company assets
Maintain a professional appearance
Proficient computer skills
Aaron's Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**:
Paid time off, including vacation days, sick days, and holidays
Medical, dental and vision insurance
401(k) plan with contribution matching
*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
**Benefits vary based on FT and PT employment status.
Customer Service & Bike Tech
Customer service specialist 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 specialist job in Santa Fe Springs, CA
As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments.
Essential Job Functions:
Provide amazing (above and beyond) service across multiple channels
Provides exceptional customer service leveraging strong problem solving and professional communication skills
Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer
Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues
Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction
Adheres to Customer Service procedures to handle escalation process for tier 2/3
Works as a team member and reports issues to management that are important to area/process improvement.
Uses appropriate judgment in upward communication regarding department or employee concerns.
Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…)
Continuously adhering to our Quality Assurance standards
Contributes to team effort to help achieve department objectives
Provide knowledgeable answers to questions about products, pricing and availability.
Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service.
Job Qualifications/Requirements:
Knowledge of Zendesk is a plus
Available during business hours, including evenings and weekends.
Be a creative problem solver
Comfortable working in a high stress fast changing environment
Polite, friendly attitude to deal pleasantly with customers and agents
Cheerful, engaged, and uplifting tone during customer interactions
Reliable in Attendance & Punctuality
Ability to work under deadlines
Strong multi-tasking skills
Type 45 WPM
Clear and articulate speaking voice
Command of the English language
Bilingual in Spanish a plus
Computer/Internet skills/Word/Excel
Mathematical skills
Organizational Skills
HS Diploma
Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply.
WINDSOR EQUAL OPPORTUNITY EMPLOYER
Customer Service Insurance Sales
Customer service specialist 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
Customer service specialist job in Tustin, CA
Job Description
Customer Service Specialist
Pack leaders wanted! We are JustFoodForDogs, and our passion is to help give all animals 'More life. More years. More love.' by providing them with the best diet. If you share our passion, apply to be a Customer Service Specialist today! Our most successful Customer Service Specialists are pet owners themselves who care deeply about what they feed their pets. They love talking to and establishing long-term relationships with pet parents, helping them learn how a wholesome, nutritious diet can benefit their furry family members!
Responsibilities
Provides customer service in a timely manner via several means which include email, telephone live chat, SMS, Video chat, social media and other communication channels
Acts as a liaison between pet parents and management in order to enhance the overall customer experience.
Analyzes complaints from customers and provides adequate resolutions.
Tracks proposed resolutions and follows up with customers in a timely fashion.
Prepares documents and reports for future reference.
Trains peers in good customer service.
Develops and maintains vast knowledge of pet nutrition products and services being offered.
Conduct surveys regarding products, services, and customer service experiences.
Communicates customer feedback to various teams-including quality, E-commerce, and marketing departments-in order to improve the overall customer experience.
Other tasks and duties as assigned by manager
Required Skills/Abilities:
Possesses the ability to communicate effectively in person, over the phone, live chat, email, SMS (text messaging), social media, and video chats.
Has strong leadership skills and the ability to work with others to resolve customer complaints.
Exhibits self-motivation, the ability to multitask and pay close attention to small details.
Can think logically to provide answers to customer questions as well as resolutions for various issues that may arise.
Exhibits the ability to prioritize tasks and complete them in a high-pressure environment.
Displays the ability to work in a collaborative and team-oriented environment.
Qualifications
Passionate and motivated to make a difference in the health and lives of dogs and cats
Retail or consultative experience; pet nutrition experience a plus
Skilled at assessing needs, sharing features and benefits of products, overcoming objections, and wrapping up productive consults
Able to help customers in one contact
Strong interpersonal skills
Drive to meet and exceed goals
Empathetic to our Pet Parent's situations
Strongly prefer a four-year degree and require a High School Diploma or equivalent.
3+ years previous experience delivering excellent customer service in a call center environment
Who We Are
Join us in the movement to ensure longer and healthier lives for dogs and cats. JustFoodForDogs is breaking new ground in the world of pet food! Vet-developed and recommended, we started cooking our whole food; human-grade, nutritionally balanced meals in Newport Beach in 2010 and we now have over 50 locations with continuing growth plans. We offer best in class benefits, health, dental, vision, 401k, Pet Insurance and Employee Discounts on our food and supplements. Learn more about what we do at ************************
Tenets of the Pack (Company Values)
Live Our Mission - We believe this is more than a job. It's a cause.
Be a Team Player - We put company goals and success first.
Maintain a Positive Attitude - We bring energy, enthusiasm, and drive to everything we do.
Deliver Results - We play to win.
JUSTFOODFORDOGS is an Equal Opportunity Employer.
JUSTFOODFORDOGS does not discriminate due to race, color, creed, religion, sex, sexual orientation, gender and/or gender identity or expression, marital or parental status, national origin, ethnicity, citizenship status, veteran or military status, age, disability, unemployment status or any other legally protected basis, and to the extent permitted by law.
Freight Forwarding Operations & Customer Service Agent
Customer service specialist job in Long Beach, CA
We are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of products and services covers every link of the integrated supply chain - from maritime and inland terminals to marine services and industrial parks as well as technology-driven customer solutions.
The Freight Forwarding Operations and Customer Service Agent will build and maintain strong relationships with key customers, addressing their concerns, resolving issues, and ensuring their satisfaction. Continuously assess customer needs, market trends, and competitors to enhance service offerings and maintain a competitive edge.
KEY ACCOUNTABILITIES
* Manage file creation and all services associated with freight forwarding and logistics
* Assist with account start-up; liaison with sales to ensure required documentation/information needed for the SOP are provided
* Monitor/audit files weekly for compliance of estimate input, profit margin setting and timely invoicing
* Assist clients in their day-by-day requests related to export/import documentation in order to ensure proper execution to the transportation files
* Provide clients with complete Flight/Sailing details in order to ensure proper flow in information is guaranteed
* Liaise with Airlines/Ocean lines in order to procure the best possible solutions (capacity and cost) to be utilized upon execution of transportation files
* Liaise with DPW internal Network and external Partner Agents in order to guarantee the best possible service assistance
* Act quickly upon possible emergency situations that may arise within the life of an Air/Ocean file
* Network with your fellow Operations colleagues to ensure proper support is given in case of workflow overload
QUALIFICATIONS, EXPERIENCE AND SKILLS
* Graduate in any field
* At least 3 years of relevant and recent experience in Freight Forwarding Operations and customer service
* Freight Forwarding experience is mandatory
ABOUT DP WORLD
Trade is the lifeblood of the global economy, creating opportunities and improving the quality of life for people around the world. DP World exists to make the world's trade flow better, changing what's possible for the customers and communities we serve globally.
With a dedicated, diverse and professional team of more than 115,000 employees from 160 nationalities, spanning 78 countries on six continents, DP World is pushing trade further and faster towards a seamless supply chain that's fit for the future.
We're rapidly transforming and integrating our businesses -- Ports and Terminals, Marine Services, Logistics and Technology - and uniting our global infrastructure with local expertise to create stronger, more efficient end-to-end supply chain solutions that can change the way the world trades.
What's more, we're reshaping the future by investing in innovation. From intelligent delivery systems to automated warehouse stacking, we're at the cutting edge of disruptive technology, pushing the sector towards better ways to trade, minimizing disruptions from the factory floor to the customer's door.
DP World is on a mission to transcend boundaries and bridge the gap between all nations and cultures - not just in what we do but also in how we behave.
We are dedicated to creating a culture where everyone feels respected, supported, and empowered to reach their full potential. We believe that embracing inclusion and diversity, drives innovation and growth and helps us connect people, businesses, and societies. Free minds and different perspectives are changing our world, and together we can change what's possible.
WE MAKE TRADE FLOW
TO CHANGE WHAT'S POSSIBLE FOR EVERYONE.
DP World is committed to the principles of Equal Employment Opportunity (EEO). We strongly believe that employing a diverse workforce is central to our success and we make recruiting decisions based on your experience and skills. We welcome applications from all members of society irrespective of age, gender, disability, race, religion or belief.
By submitting your resume and application information, you authorize DP World to transmit and store your information in the world-wide recruitment database, and to circulate that information as necessary for the purpose of evaluating your qualifications for this or other job vacancies.
Pay: $60,000.00 - $68,000.00 per year
About the Role
How you will contribute
* Owning, logging & ensuring all daily customer services contacts & queries received via telephone & email are worked through to resolution per strict SLA's.
* Strong focus on communication and ensuring that any systems/operational issues impacting customer shipments are proactively reported to the relevant syncreon & customer teams and tracked through to resolution.
* Compiling, reviewing and actioning reporting suites for our key account customer and syncreon business per KPI requirements.
* Actioning customer complaints received ensuring that detailed and accurate root cause/corrective actions are implemented, formally documented and submitted to the customer.
* Carrier management including tracking open customer orders through to delivery/return/claim and actioning exceptions as they arise.
* Carrier performance reporting against agreed KPI's and actioning trends for root cause & corrective actions.
* Participating in weekly carrier & customer task meetings along with monthly reviews & QBR's.
* Self-billing including compiling and managing all billing activities for all carrier and customer transactions.
* Providing daily/weekly/monthly reporting suite from the syncreon TMS system per required customer & carrier customised reporting requirements.
* Participating in syncreon control tower / customer projects.
* Being the voice of the customer.
Your Key Qualifications
* Fluency in oral & written English is essential.
* 2 years' work experience in a high tech customer services and logistics' environment.
* Excellent knowledge of the Microsoft office suite, with proven reporting & presentation skills.
* Responsiveness in dealing with Customer requests.
* Attention to detail for billing, process analysis, customer complaints investigations & reporting activities.
* Excellent interpersonal skills.
* Ability to work as part of a team and assist other team members during peak volume periods
* Experience in carrier network management.
We are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of products and services covers every link of the integrated supply chain - from maritime and inland terminals to marine services and industrial parks as well as technology-driven customer solutions.
The Freight Forwarding Operations and Customer Service Agent will build and maintain strong relationships with key customers, addressing their concerns, resolving issues, and ensuring their satisfaction. Continuously assess customer needs, market trends, and competitors to enhance service offerings and maintain a competitive edge.
KEY ACCOUNTABILITIES
* Manage file creation and all services associated with freight forwarding and logistics
* Assist with account start-up; liaison with sales to ensure required documentation/information needed for the SOP are provided
* Monitor/audit files weekly for compliance of estimate input, profit margin setting and timely invoicing
* Assist clients in their day-by-day requests related to export/import documentation in order to ensure proper execution to the transportation files
* Provide clients with complete Flight/Sailing details in order to ensure proper flow in information is guaranteed
* Liaise with Airlines/Ocean lines in order to procure the best possible solutions (capacity and cost) to be utilized upon execution of transportation files
* Liaise with DPW internal Network and external Partner Agents in order to guarantee the best possible service assistance
* Act quickly upon possible emergency situations that may arise within the life of an Air/Ocean file
* Network with your fellow Operations colleagues to ensure proper support is given in case of workflow overload
QUALIFICATIONS, EXPERIENCE AND SKILLS
* Graduate in any field
* At least 3 years of relevant and recent experience in Freight Forwarding Operations and customer service
* Freight Forwarding experience is mandatory
ABOUT DP WORLD
Trade is the lifeblood of the global economy, creating opportunities and improving the quality of life for people around the world. DP World exists to make the world's trade flow better, changing what's possible for the customers and communities we serve globally.
With a dedicated, diverse and professional team of more than 115,000 employees from 160 nationalities, spanning 78 countries on six continents, DP World is pushing trade further and faster towards a seamless supply chain that's fit for the future.
We're rapidly transforming and integrating our businesses -- Ports and Terminals, Marine Services, Logistics and Technology - and uniting our global infrastructure with local expertise to create stronger, more efficient end-to-end supply chain solutions that can change the way the world trades.
What's more, we're reshaping the future by investing in innovation. From intelligent delivery systems to automated warehouse stacking, we're at the cutting edge of disruptive technology, pushing the sector towards better ways to trade, minimizing disruptions from the factory floor to the customer's door.
DP World is on a mission to transcend boundaries and bridge the gap between all nations and cultures - not just in what we do but also in how we behave.
We are dedicated to creating a culture where everyone feels respected, supported, and empowered to reach their full potential. We believe that embracing inclusion and diversity, drives innovation and growth and helps us connect people, businesses, and societies. Free minds and different perspectives are changing our world, and together we can change what's possible.
WE MAKE TRADE FLOW
TO CHANGE WHAT'S POSSIBLE FOR EVERYONE.
DP World is committed to the principles of Equal Employment Opportunity (EEO). We strongly believe that employing a diverse workforce is central to our success and we make recruiting decisions based on your experience and skills. We welcome applications from all members of society irrespective of age, gender, disability, race, religion or belief.
By submitting your resume and application information, you authorize DP World to transmit and store your information in the world-wide recruitment database, and to circulate that information as necessary for the purpose of evaluating your qualifications for this or other job vacancies.
Pay: $60,000.00 - $68,000.00 per year
Nearest Major Market: Long Beach
Nearest Secondary Market: Los Angeles
Job Segment: Logistics, Supply Chain, Operations Manager, Supply, Database, Operations, Technology
Customer Growth Strategist - Financial Services
Customer service specialist job in Irvine, CA
We Are Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: **********************
Role Purpose
* Support the development and delivery of customer-led growth strategies by identifying opportunities, validating ideas, and contributing to market launch planning. Consultants work closely with Managers and client teams to turn insights into market-ready propositions.
Key Responsibilities
* Conduct research and analysis on customer needs, market trends, and competitive activity.
* Execute rapid testing protocols with real and synthetic customers to validate concepts.
* Synthesize findings into actionable recommendations for prioritization and launch.
* Collaborate with design, product, and marketing functions to shape propositions.
* Assist in building business cases for high-priority growth opportunities.
What Success Looks Like
* Producing insight and recommendations that directly shape client growth decisions.
* Effectively applying proprietary methods to accelerate and de-risk validation.
* Building skills in structured problem-solving and client engagement.
Qualification
Basic Qualifications:
* 3+ years in strategy consulting, corporate innovation, or customer insight roles focusing on customer growth for the financial services industry.
Preferred Qualifications:
* Demonstrated consulting experience with client-facing delivery.
* MBA or relevant innovation program experience a plus.
* Strong research and analysis skills.
* Exposure to concept testing, prototyping, or agile product/service development.
* Excellent communication and collaboration skills.
* Understanding of AI/ GenAI
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location Annual Salary Range
California $63,800 to $196,000
Cleveland $59,100 to $156,800
Colorado $63,800 to $169,300
District of Columbia $68,000 to $180,300
Illinois $59,100 to $169,300
Maryland $63,800 to $169,300
Massachusetts $63,800 to $180,300
Minnesota $63,800 to $169,300
New York/New Jersey $59,100 to $196,000
Washington $68,000 to $180,300
Locations
Customer Retention Specialist
Customer service specialist job in Murrieta, CA
Full-time Description
The Retention Specialist loves to drive results and promote the highest level of client satisfaction by turning a client into a true partner and developing real, authentic relationships. Client success is a top priority at ProSites and as such, we empower our employees to drive that message home with our clients. You constantly are looking to identify & cultivate business growth opportunities while ensuring a high level of continuous client satisfaction. Our clients must be real relationships you value, and you would do anything to maintain a high level of trust with them.
Responsibilities:
Analyze customer feedback and ensure customer retention.
Develop and maintain knowledge of the company's products, services, policies and procedures.
Report accurately on calls inbound and outbound, and call details on CRM (Salesforce).
Develop valuable rapport with clients, provide analysis and suggestions of services they have and what they would benefit from.
Demonstrate outstanding customer service through phone, email and chat support.
Exhibit exceptional organizational skills and maintain up-to-date documentation of all client activities throughout the agency
Have an extremely high level of ownership and responsibility; represent the client internally
Collaborate and offer insight to customer retention campaigns by recognizing triggers based on customer behavior
Regular and reliable attendance is required as this is a full-time position
Other duties as assigned by management
Requirements:
2+ years of customer retention experience at a SaaS company
3+ years of customer service experience in a fast paced, customer focused environment
Proficiency in Microsoft Office (including Word, Excel, PowerPoint, etc.)
Familiarity with CRM, preferably Salesforce.com, or similar systems required
Strong time management and project management skills
Comfortable learning, using and discussing very granular elements of website technology and integrations
Physical/Mental Requirements for the Job:
Prolonged periods of sedentary movement
May be requested to work overtime and weekends if deemed necessary
Must be able to lift at least 20 pounds
Certain management positions might be required to occasional travel
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job- related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.
Salary Description $19.22 - $28/hour
Design & Customer Service Advisor (Home Improvement Showroom)
Customer service specialist job in Laguna Hills, CA
Job DescriptionDescription:
Design & Customer Service Advisor (Home Improvement Showroom)
Entry Systems, a trusted family-owned garage door and gate company serving Orange County since 1972, is hiring a Design & Customer Service Advisor to join our Laguna Hills office.
If you enjoy creating great customer experiences, love design details, and want to work for a stable, local company with a strong reputation, this role is for you.
Pay & Benefits:
$22-$25/hr DOE + commission after 90 days
Full-time, Monday-Friday, 8:00 am-5:00 pm (
no nights or weekends
)
Health insurance, retirement plan, paid vacation, holidays, and sick pay
What You'll Do:
Serve as the first point of contact for garage door sales and design inquiries.
Guide customers through styles, colors, and feature options to help them design the perfect door.
Prepare and follow up on estimates to move projects from interest to installation.
Welcome showroom visitors (5-10 per week) and create a professional, friendly experience.
Answer multi-line phones, schedule service appointments, and process payments.
Maintain accurate customer records and notes in our system.
Stay current on product knowledge and design trends (training provided).
Career Growth:
This role is a great fit for someone who loves connecting with customers and has an eye for design. It's a stepping stone toward showroom design advising, sales, or management within our growing company.
About Entry Systems:
We're an Orange County family business founded in 1972, known for integrity, professionalism, and craftsmanship.
Our mission:
To bring peace of mind to our community through the services we provide with our certified technicians.
Requirements:
Required:
5+ years of customer service, office, or inside sales experience
Excellent phone and interpersonal communication skills
Professional, polished presence in person and on the phone
Organized and detail-oriented with strong data-entry accuracy
Comfortable working in a fast-paced, professional environment
Preferred (Nice-to-Have):
Experience in a showroom, design, or home improvement sales setting
Familiarity with preparing quotes, estimates, or proposals
Knowledge of garage doors, gates, or home design industries (a plus but not required)
Customer Loyalty Retention Specialist
Customer service specialist job in San Marcos, CA
Essential Duties and Responsibilities
Be the first point of contact for customers wanting to cancel services.
Engage with customers to identify cancellation reasons and offer tailored solutions.
Communicate the value of services to reinforce customer commitment.
Use negotiation and de-escalation techniques to maintain customer relationships and reduce churn.
Track retention metrics, including save rates and customer feedback.
Keep detailed records of all interactions in CRM systems.
Collaborate with internal departments to resolve customer issues efficiently.
Follow up with customers to ensure satisfaction post-resolution.
Demonstrate thorough knowledge of service offerings and pricing to advise customers confidently.
Handle all interactions with empathy and professionalism.
Meet or exceed monthly retention KPIs, such as customer saves and call quality.
Participate in ongoing training to stay updated on company services and policies.
Utilize Microsoft Teams, Outlook, and other relevant tools.
Perform additional duties as assigned.
Customer Engagement
Connect with customers proactively through phone and email.
Build strong relationships by understanding their needs and preferences.
Issue Resolution
Address customer inquiries and concerns with professionalism and urgency.
Work with internal teams to resolve issues efficiently.
Upselling & Cross-Selling
Identify opportunities to recommend additional services or products.
Educate customers on the benefits of enhanced offerings.
Customer Feedback
Collect and share customer insights to support service improvements.
Auto-ApplyAudi Technologist and Customer Retention Specialist
Customer service specialist job in Carlsbad, CA
Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be able to work with both Sales and Service Departments and convert Service Opportunities into New and Used Car retail Sales.
Essential Duties:
Assists and greets customer on both the Service Drive and Sales Department with the intention of retaining the client and or purchasing their current vehicle.
Assists the Service and Sales department in a supportive role with current, previous, and new clients with trouble shooting or vehicle questions.
Working monthly lease maturity portfolio. Making appointments for lease end customers to come in and review lease end options with the sales manager.
Demonstrate the ability to communicate through a wide array of digital tools and platforms. With competency in Microsoft programs like (Excel, Outlook, Word, etc.) and keen to learn new technologies.
Highly disciplined approach and works efficiently to meet the needs of guests, sometimes dealing with multiple guests simultaneously.
Keeps updated and is capable of absorbing and retaining information regarding vehicles, the technology within and value added products.
Demonstrates vast knowledge of the Audi product lineup, helps sales/service staff with understanding new technologies/updates.
Attends sales meetings.
Maintains professional appearance and workspace.
Sells and delivers professional service when needed in the sales department
Processes sales paperwork in accordance with dealership policies
Keeps up-to-date on new Audi products and services within the industry.
Will be responsible for clean and tidy showroom and vehicle display.
Approaches and greets overflow sales prospects in a timely manner.
Exhibits a high level of commitment to customer satisfaction.
We don't believe in high pressure sales. We simply help our customers find the vehicle that meets their needs, while giving them a great experience. We price our vehicles based on extensive research to be highly competitive and our management staff will coach you to success!
Audi Carlsbad has introduced an all-new compensation package that pays you in several different ways.
· Guaranteed hourly wage
· Volume / Unit bonuses
· Flex scheduling featuring 2 full days off every week plus an early and a late day
· You will receive a wide range of benefits including FULL medical, dental, and vision insurance
· Discounts and an associate pricing program on vehicles, parts and service
· Support for continuing education and personnel development are included
Customer Support - Merchant Services
Customer service specialist job in Commerce, CA
JOB HOURS: Monday - Friday 9am - 5pm
Source One Payment Solutions offers an array of merchant services, supplying credit card processing terminals, POS systems, Virtual Gateways, and other processing methods. We are located in Commerce, CA and provide services to merchants throughout the U.S. states.
JOB DESCRIPTIONThe Merchant Account Support Agent will be part of our Operations Department and will be responsible for supporting the business and technical needs of our growing merchant base. You will be assisting existing merchants with their merchant services accounts through e-mail, phone calls and the CRM as well as assisting and providing sales agent support.
RESPONSIBILITIES AND DUTIES
Provide extraordinary client service to merchants via inbound phone calls, email or chat.
Provide extraordinary service and sales support to agents and partners.
Respond to incoming customer requests quickly, proficiently and professionally while meeting specific quality expectations.
Answer merchant questions and resolves customer support problems related to billing, account management and troubleshooting.
Help to ensure incoming requests are handled in a timely manner and communicating with other departments, managers, and Business Consultants.
Thoroughly describe and document work using call ticketing systems.
Update the ticketing system and advance tickets with current status of all ongoing issues and Merchant Contacts.
Ongoing on the spot training and updates for Business Consultants.
Assisting with the installation of equipment and services for merchants
SKILLS NEEDED
Customer service experience required.
Prior experience in call center, financial industry or ecommerce environments is preferred.
Confirmed commitment to quality and customer service.
Strong customer service skills and follow-thru skills.
Excellent verbal and written communications, interpersonal skills, customer orientation, team interaction, problem solving, and multi-tasking skills required.
Punctual, regular and consistent attendance.
Bi-lingual (Spanish) is a plus but not required.
Computer Skills, including Microsoft Office and Outlook.
Proven prior CRM or database experience is preferred.
2+ years Customer Service/Technical Support experience preferred, but not required.
Experience in the banking or credit card processing industry preferred, but not required.
REQUIRED EDUCATION AND EXPERIENCE
High school diploma or equivalent is required
Knowledge of customer service core principles and practices.
Job Type: Full-time
Salary: $12.00 to $17.00 /hour
Private Client Experience Specialist - Newport Beach
Customer service specialist job in Newport Beach, CA
Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
A minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
A bachelor's degree
Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
This role will report in the office on a hybrid schedule.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process
.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyCall Center Specialist
Customer service specialist job in Anaheim, CA
Are you passionate about making a meaningful impact on community health? We're seeking a dedicated Call Center Specialist to join our dynamic team. As a Call Center Specialist at KCS, you'll play a pivotal role in delivering exceptional patient care by managing calls, scheduling appointments, providing compassionate support, and ensuring seamless communication across departments-all while upholding HIPAA standards.
KCS COMPENSATION AND BENEFITS
* Medical, Dental, Vision, and Life Insurance
* Vacation, Holiday, and Sick Leave Pay
* 401(k) Retirement Plan
* Long- and Short-Term Disability Insurance
* Flexible Spending Account
* Employee Assistance Program
KCS is an Equal Opportunity Employer and does not discriminate on the basis of race, ethnicity, religion, gender, age, physical disability, and sexual orientation.
KCS participates in E-Verify to confirm the employment eligibility of all new hires. As part of our hiring process, we will verify your eligibility to work in the United States using E-Verify.
MINIMUM REQUIREMENTS
* Bilingual in Chinese/Korean/Spanish preferred
* Ability to work in a fast-paced environment, and to multi-task
* Excellent interpersonal, verbal, written communication skills
* Proficient in Microsoft Office Suite (Excel, Word, SharePoint, Outlook, and other required software)
* Ability to recognize and maintain confidentiality of information as appropriate
The duties of this position will include:
* Promptly answer all incoming calls and route to appropriate staff.
* Schedule, reschedule, and cancel patient appointments, ensuring accurate data entry and efficient use of clinic resources.
* Remind patients of their appointments and update patient demographics as needed.
* Registers all patients per registration protocols over the phone.
* Provide information about the health center's services, programs, and operation hours to callers.
* Explain and promote available services by consulting, gathering information, and evaluating patient needs.
* Work closely with other departments on appointment scheduling to ensure smooth patient flow and reduce patient wait time.
* Handle patient inquiries and concerns with empathy and professionalism, consulting managers when necessary.
* Maintain confidentiality and comply with all HIPAA regulations regarding patient information.
* Respond to patient inquiries, requests, disputes, and route to the appropriate department or staff.
* Document call interactions, outcomes, and follow-up actions within the electronic health record (EHR) system.
* Fulfill other duties and responsibilities as needed and assigned.
KCS MISSION STATEMENT
To provide client centered, culturally inclusive, expert care to directly improve the well-being of underserved communities and individuals through healthcare, social services, and community programs.
ABOUT KCS
At KCS Health Center, we're more than just a clinic - we're a community-driven force dedicated to transforming lives. Located in the heart of Orange County, our non-profit organization is committed to providing top-tier healthcare, social services, and community programs to the underserved population. We believe in delivering expert care with compassion, respect, and inclusivity at the forefront.
THANK YOU FOR CONSIDERING KCS!
KCS appreciates you looking at us for a possible next step in your career - as well as offering an opportunity to make a true impact on the greater good. We look forward to speaking with you soon and perhaps welcoming you to our team!
Job Type: Full-time
Pay: $23.00 - $25.00 per hour
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Work Location: In person
Customer Service Teammate
Customer service specialist job in San Bernardino, CA
TEXT "GOMILES" to ************ to APPLY!
GO - Car Wash is one of the fastest growing car wash operators in the United States, with locations in multiple states spanning across the country. And we keep adding more sites!
At GO Car Wash, we're committed to providing an exceptional, supportive, winning work experience for all our Teammates. We believe by caring for our Teammates first, we'll have delighted customers and successful car washes, which in turn creates opportunities for us all.
If you love cars, enjoy serving others, and want to be active and work outside, then join us!
As a Customer Service Teammate at GO Car Wash, you'll be helping our customers care for their cars-in which they've invested a lot of money, time, and pride. This includes explaining our car wash options and requirements to customers, preparing and loading their cars in our car washes, and assisting customers with self-cleaning options. You'll also help maintain our car washes and sites to ensure we're providing a superior, clean car wash experience for all our customers.
To succeed at all of this, you must be able to:
Positively and energetically engage and communicate with customers
Quickly understand, retain, and follow directions and procedures-especially safety
Continuously stand, move, and smile for long periods of time
Also, you must:
Be at least 16 years old
Verify you can work in the US
We can offer you a fun, active, outdoor workplace, working with a team of enthusiastic car washers. We also offer competitive health, 401(k), and paid time off benefits, plus free car washes, as well as opportunity to grow your career with us while learning work/life skills you can transfer to whatever path you choose to take in your future.
Compensation.
Our Teammates in this role typically earn $18.50/hour, which includes a base pay of $16.50/hour plus an average of $2/hour in commission from membership sales. Commissions are uncapped, and our top performers regularly exceed $2/hour in additional earnings. Offer will depend on location and level of knowledge, skills, abilities and experience.
To learn more about us, go to ******************
All qualified applicants will be considered for employment without regard to age, race, color, national origin, religion, gender, gender identity, sexual orientation,
disability
or veteran status, or any other actual or perceived basis protected by law.
Reservationist
Customer service specialist job in Irvine, CA
Transdev in Irvine, CA is hiring a Reservationistto intercept customer calls and schedule transportation. We are seeking friendly, customer service-oriented people who are dedicated to safety. Transdev is proud to offer: + Competitive compensation package of minimum$18.13/hr - $18.67/hr
Benefits include:
+ An excellent benefits package including medical, vision, and dental coverage and 401 (k) savings plan
+ Paid holidays, vacation, and sick time
Benefits may vary depending on location policy. The above represents the standard Corporate Policy.
Key Responsibilities:
+ Answer customer calls and input ride information using a computerized scheduling system.
+ Enter new customer information and changes into the system.
+ Enter data with an error of 1% or less for notation of transportation type, pickup times, appointment times, addresses, and other information as outlined in the operations and procedures manual.
+ Resolve service-related complaints.
+ Documents trip authorization according to procedures.
+ Other duties as required.
Qualifications:
+ High school diploma or GED required.
+ Reservationist or customer service experience.
+ Computer literate
+ Excellent communication and listening skills.
+ Exercise professional telephone etiquette.
+ Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason.
Physical Requirements:
+ Must be able to work shifts or flexible work schedules as needed.
+ The employee is generally subjected to long periods spent sitting, typing, or looking at a computer screen.
+ Work environment will be a combination of both indoors and outdoors.
About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at******************** watch an overview video at******************* O5cv0G4mQ
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
California applicants:PleaseClick Herefor CA Employee Privacy Policy.
Job Category: Operations Support
Job Type: Full Time
Req ID: 5937
Pay Group: 2V9
Cost Center: 55373
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law.
Drug-free workplace
If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check.
California applicants: Please Click Here for CA Employee Privacy Policy.
About Transdev
Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at ************************* or watch an overview video.
Customer Service Advisor
Customer service specialist job in Torrance, CA
Job Title:
Customer Service Advisor
Compensation:
$16.50 - $16.74
Worker Type:
Employee
Time Type:
Full time
Job Description:
Enjoy fantastic working hours - Monday to Friday, 8:00 a.m. to 6:00 p.m., Saturday from 8:00 a.m. to 7:00 p.m., Sunday from 8:00 a.m. to 5:00 p.m. We offer the flexibility of both full-time and part-time schedules as well.
Embark on a rewarding career journey with us today as a Customer Service Advisor!
FULL-SERVICE REWARDS:
Biweekly Bonus Incentives
Spot bonuses through our internal rewards program
Opportunities for career advancement
Sundays are closed at most locations
No late nights or early mornings
Full and part-time scheduling is available
Paid time off (PTO) after 180 days
401K plan with company match
DailyPay
Employee discounts
Employee referral and fleet acquisition bonuses
Medical, dental, and vision insurance benefits are available 30 days after the first day of work
PerkSpot platform: Access to exclusive employee discounts on a variety of products, including travel, electronics, concerts, and more
Professional uniforms paid for and laundered
GEAR UP FOR YOUR ROLE: At Jiffy Lube, our mission is to Create Guests for Life. As a Customer Service Advisor (CSA), you are responsible for creating a warm, friendly environment while building trust. Your main duties include professionally servicing our guests' vehicles and educating them about our products and services through face-to-face service reviews. Through our valued training program, you'll gain certification and expertise in all the services we offer, preparing you for success in your role. If you're looking for more than just a job, seize the opportunity today and start your career! WHAT DOES SUCCESS LOOK LIKE?
Greet every guest with a warm welcome and a sincere smile
Present oil options and additional services to customers using a mobile tablet, following the manufacturer's recommendations
Engage enthusiastically with customers face-to-face to provide updates throughout the service, answer questions, and resolve issues
Deliver exceptional guest service by communicating clearly and providing feedback about guest vehicles
Communicate with the team and assist with the oil change process as needed
Check and communicate oil levels, part numbers, and repair services with the team
Through training, mastering the menu, products, services, and vehicle specifications
Deliver daily sales targets through educating our guests on products and services, building trust, and Creating Guest's for Life
WHAT IS YOUR ROLE WITHIN THE J-TEAM?
Promote teamwork to ensure timely and accurate guest care during all operating hours
Keep the service center clean and organized
Record all work performed on the repair order
Report safety issues immediately to management
Strictly follow company policies on vehicle care and operation
Perform various manual tasks for extended periods, including light and heavy lifting such as handling tires and wheels, standing, bending, and squatting
WHAT DO YOU NEED?
Previous automotive sales experience is preferred but not required
At least 3 months of customer-facing experience is a plus, such as retail, food service, hospitality, etc.
Must be at least 18 years old and legally authorized to work in the U.S., without company sponsorship, now or in the future
Ability to read and interpret documents such as safety rules, operating instructions, and procedure manuals
Strong communication skills for interacting with guests and team members
A solid work ethic with a positive attitude; self-motivated, reliable, and a team player
Shows responsibility, attention to detail, and the ability to follow procedures, identify problems, and make good decisions
Physically capable of standing for long periods on hard surfaces, lifting to 50 pounds, and performing manual tasks like bending and squatting
Willing to work in different temperatures, noisy environments, and around exhaust fumes
Ready to work flexible hours, including weekends and some holidays, depending on the location
Dedicated to following all safety protocols and company policies
Perform other duties as assigned
Equal Employment Opportunity We're proud to be an equal opportunity employer - and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. At TCC, we know that diversity makes us stronger. We are committed to a collaborative, inclusive environment that encourages authenticity and fosters a sense of belonging. We strive for everyone to feel valued, connected, and empowered to reach their potential and contribute their best.
Auto-ApplyCustomer Service & Sales Support - Garage Door Design Advisor
Customer service specialist job in Laguna Hills, CA
Entry Systems, a family-owned garage door and gate company serving Orange County since 1972, is hiring a Customer Service & Sales Support - Garage Door Design Advisor in Laguna Hills. In this role, you'll blend customer service, scheduling, and design advising to create excellent experiences for our customers.
What You'll Do:
Answer multi-line phones, schedule repair appointments, and process payments.
Serve as the first point of contact for new garage door sales: guide customers through style and feature options, prepare estimates, and follow up to move projects forward.
Welcome showroom visitors (5-10 per week) to review samples, colors, and designs.
Accurately manage customer details, job notes, and payments in our system
Represent Entry Systems with polished communication, excellent phone etiquette, and a professional presence.
Stay current on product knowledge and design trends (training provided).
Schedule: Full-time, Monday-Friday, 8:00 am-5:00 pm (no nights or weekends).
Pay & Benefits: $22/hr DOE base pay + commission after 90 days, plus full benefits (health, retirement, paid vacation, sick pay, holidays).
Requirements
Strong communication skills with excellent phone etiquette.
5+ years of office experience in customer service, scheduling, or administrative support.
Comfortable working in a professional office environment, handling phones, scheduling, and data entry daily.
Organized, detail-oriented, and accurate with data entry and follow-ups.
Professional and polished demeanor in person and on the phone.
Proven ability to handle multiple priorities while maintaining accuracy and professionalism.
Preferred (Nice-to-Have):
Experience in a showroom or other customer-facing sales environment.
Background in home services, construction, or design-related industries.
Familiarity with preparing quotes, estimates, or project proposals.
References required.