Client Service Associate - Wealth Advisory Firm
Customer support representative 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
Retirement Service Agent
Customer support representative job in Riverside, CA
Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility. Be tomorrow's Secret Service.
During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.Conducting criminal investigations pertaining to financial obligations of the United States.
* Planning and implementing security designs for National Special Security Events.
This is no ordinary job, and our special agents are no ordinary individuals. Show us you have the talent and background we need, and we'll show you the rewards that come with being a special agent in the U.Carry and use a firearm. Maintaining firearm proficiency is mandatory.
Be at least age 21 at the time of application and less than age 37 at the time you receive a conditional offer of employment, unless you have previous service in a Federal Civilian Law Enforcement position covered by special law enforcement or firefighter retirement provisions, including early or mandatory retirement. Applicants with veteran's preference must receive a conditional offer of employment prior to reaching age 40 to continue in the application process.
You must obtain a Top Secret Clearance and retain it during your career.
Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye.
Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas.
Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.
By applying, you consent to your information being transmitted by Get It to the Employer, as data controller, through the Employer's data processor SonicJobs.
See United States Secret Service Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
Customer Operations Specialist
Customer support representative job in Irvine, CA
Customer Operations & Satellite Planning (COSP) Specialist
Salary: $75,000 - $80,000
Schedule: Night Shift 10 PM - 6 AM
Fulltime/Onsite
My client is seeking a dynamic and detail-oriented Customer Operations & Satellite Planning (COSP) Specialist to join our growing team. In this role, you will ensure smooth order management and customer communications for our satellite imagery and analytics products. The ideal candidate is technically skilled in GIS/EO/SAR, excels in customer service, and thrives in a fast-paced, collaborative environment. This role plays a vital part in bridging internal technical teams and external customer needs, ensuring an outstanding customer experience from order submission to delivery.
Essential Job Functions and Desired Accomplishments
Manage orders from submission to delivery of the clients imagery and analytics products
Prepare comprehensive feasibility studies for satellite imagery acquisition
Plan satellite resources for acquiring SAR images
Conduct quality control of acquired SAR imagery
Manage direct communication with customers (by email, phone, or via live chat) to ensure customers are kept up to date with their order status, to deliver performance reporting/analysis, and to communicate any order updates to the customer
Improve overall customer experience and satisfaction by holding regular business review calls with the customers
Resolve customer questions and concerns
Coordinate/conduct service training to internal and external customers
Work closely with other teams (i.e. satellite operators, sales, analytics, product, software engineering) to resolve project and/or customer related issues
Improve processes and contribute to existing documentation
Report to management on key performance metrics and anomalies
Maintain competent understanding of the company's products, support, and services
Education/Qualifications/Certifications
Required:
• Bachelor's degree in Geography, Earth Science, Environmental Science, or related technical discipline
• 1-3 years of B2B customer service experience
• Familiarity with GIS and remote sensing concepts
• Strong communication skills and customer-centric mindset
• Attention to detail and high standards of accuracy
• Team player with strong interpersonal collaboration skills
• Comfortable working in a fast-paced, evolving scale-up environment
• Proficient in Microsoft Office and Windows OS
• Highly accountable and quality-focused
• Fluent in written and spoken English
• Ability to obtain U.S. Government security clearance
Preferred:
• Experience with SAR (Synthetic Aperture Radar) technology
• Familiarity with EO (Earth Observation) tools like SNAP
• Understanding of customer service metrics and performance reporting
• Proficiency in additional languages
Customs Specialist
Customer support representative job in Lakewood, CA
Worldwide Logistics Inc. is looking for an Import Customs Logistics professional or Customs Entry Writer. In this position you will work within our Customs Brokerage Department to make each US import shipment or entry a success.
Responsibilities:
File Importer Security Filing (ISF)
File Customs Entry
Daily tracking and tracing of customer shipments
Communicating with ocean / air carriers, truckers, warehouses for arranging shipments and follow up on shipment updates
Accurate and complete documentation preparation
Compliance with timeliness of Customs entry and ISF Filings and other Customs regulations
Maintain thorough communication with client and overseas offices throughout shipment process
Arranging payments to vendors for services rendered
Utilizing Customs Brokerage management software for filing and document generation
Maintaining reports online or in Excel if required by the account
Working in conjunction with other staff to complete required import service
Complete accurate profit and loss analysis for each shipment
Requirements:
Strong attention to detail and accuracy
Good communication with teammates, supervisor and clients
Ability to multi-task, prioritize, and manage time effectively
Aptitude to work independently on daily tasks
Capacity to critically analyze a problem and generate possible solutions independently and cooperatively
Preferred Skills
At least 1 year at US Customs Brokerage
Experience as customs broker entry writer
Experience with Customs or ISF filings
Familiar with US imports
Familiar with Customs Requirements of Partner Government Agencies
What you'll get in return:
Competitive base salary
Medical, dental and vision insurance for employees
401K Program to help you invest into your future
Flexible vacation time to promote a healthy work-life balance
Hybrid schedule - required 3 days in office, 2 days remote (no exceptions)
Customer Service Representative
Customer support representative job in Vernon, CA
Salary: Up to $60,000-$65,000 DOE
We are seeking a motivated Customer Service Representative to join a growing direct-to-consumer (DTC) brand. This is a fantastic opportunity for someone looking to build their career in customer service, with room for growth within the company. Experience in fashion is not required - we welcome candidates from diverse backgrounds.
Responsibilities:
Provide exceptional customer support across multiple channels, ensuring timely and accurate responses.
Manage orders, returns, and inquiries through Shopify and internal systems.
Utilize PC and Excel to track orders, update records, and maintain customer data.
Collaborate with internal teams (Operations, Marketing, and Fulfillment) to resolve issues and improve the customer experience.
Identify trends and escalate recurring issues to improve processes and customer satisfaction.
Assist with product launches, promotions, and seasonal campaigns by supporting customer inquiries and order management.
Generate reports to track customer interactions, order fulfillment, and returns.
Maintain knowledge of products and services to provide accurate information and guidance to customers.
Support internal projects and initiatives that improve operational efficiency and enhance the customer experience.
Qualifications:
Strong communication and problem-solving skills.
Comfortable using Shopify, PC, and Excel (or similar tools).
Highly organized, detail-oriented, and able to manage multiple tasks.
Positive attitude and willingness to learn; experience in fashion or retail is a plus but not required.
What We Offer:
Competitive salary up to $60-65K DOE.
Growth opportunities within a dynamic DTC company.
Supportive, team-oriented work environment.
Order Management - Americas
Customer support representative job in Torrance, CA
About BRG Group
Over the past 80+ years BRG Group has grown to become an iconic global brand, delivering kitchen products to over 70 countries around the globe. BRG Group enhances people's lives through the delivery of brilliant innovation and thoughtful design based on deep consumer insights, empowering people to do things more impressively or easily than they'd thought possible in their own home and ultimately allowing them to "Master Every Moment".
A career at BRG Group is truly a one-of-a-kind experience. It's more than working for a global leader; it's an opportunity to be a part of something that impacts people all over the world.
About the role
About the role:
The Operations Manager, Order Management plays a key role in leading the order management teams across the U.S., Canada, and Mexico. This position drives accuracy, efficiency, and compliance in order fulfillment and claims management while ensuring customer satisfaction through proactive communication, team leadership, and process improvement. The successful candidate will align operational execution with company sales strategies to achieve service excellence and revenue goals.
Oversee order processing and fulfillment performance to ensure accuracy, timeliness, and alignment with vendor compliance and expectations.
Lead the chargeback and claims management process, ensuring all claims are submitted and resolved within vendor timelines.
Analyze customer scorecard data to identify trends, develop corrective actions, and improve KPIs through process optimization.
Serve as the main operational contact for sales, logistics, and customers across North America, ensuring timely and accurate communication.
Partner cross-functionally with Sales, Planning, Logistics, and Finance to resolve fulfillment barriers and improve order flow.
Coach, develop, and motivate the order processing team to achieve fulfillment accuracy and continuous improvement goals.
Evaluate and refine existing order management and ERP (D365) workflows to enhance visibility, automation, and reporting efficiency.
Drive a team culture of accountability, collaboration, and customer-first service excellence.
Requirements:
Bachelor's degree in Business, Supply Chain, or related field; or equivalent experience.
5-10 years of experience managing order processing, operations, or supply chain teams.
Proven experience working with major retailers (Amazon, Best Buy, Target, etc.) and understanding of vendor compliance requirements.
Knowledge of organizational effectiveness, customer service management, and process improvement principles.
Experience managing remote teams across multiple regions (U.S., Canada, Mexico).
Strong leadership, communication, and analytical skills with the ability to prioritize effectively.
Proficiency in Microsoft Office (Excel, Outlook, Word) and familiarity with ERP/EDI tools such as Microsoft Dynamics 365.
Preferred Qualifications
Experience with chargeback and scorecard management for major retailers.
Working knowledge of 3PL, EDI and TMS systems.
Advanced proficiency in Microsoft Dynamics 365 or similar ERP systems.
What Success Looks Like
≥ 98% order fulfillment accuracy and on-time delivery across regions.
Zero missed claim dispute deadlines and reduced chargeback losses quarter over quarter.
High-performing team recognized for proactive communication and customer-first culture.
Implementation of measurable process improvements that increase accuracy and efficiency.
Customer Service Representative
Customer support representative job in Irvine, CA
For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer service representative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds
Office Rotation: Tuesday/Thursday & every other Friday
Must live in commutable distance to Irvine, California
Work from Home Rotation: Monday/Wednesday & every other Friday
Competitive pay rate- $26
Why should you apply:Medical and dental benefits
Opportunity to gain valuable experience.
Enjoy a positive and supportive work environment.
Paid training to ensure you have the skills & knowledge to succeed.
What's a typical day as a Customer Service Representative? You'll be:
Processing product complaints through queues and other communication channels.
Maintaining a positive experience while investigating complaints in a timely and courteous manner.
Accurately updating databases with pertinent details & product information.
Escalating issues based on severity to appropriate levels as needed.
Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints.
This job might be an outstanding fit if you:
Have a high school diploma or equivalent.
Have at least 6 months of customer service experience
Have strong problem- solving and organizational skills.
Are able to work in a fast-paced environment.
Are able to work a hybrid work schedule comprised of weekly office & remote requirements.
What happens next:
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Representative today.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquà en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orÃgenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
Customer Service Representative
Customer support representative job in Los Angeles, CA
We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs.
Responsibilities
Create a welcoming and polished experience for employees, clients, and guests.
Deliver responsive, high-touch customer service in person, by phone, and through digital channels.
Collaborate with teammates to share responsibilities and maintain seamless operations.
Partner with other departments to direct inquiries and resolve issues efficiently.
Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination.
Safeguard sensitive and confidential information with the highest level of discretion.
Qualifications
At least 3+ years of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
A customer-first mindset, with the ability to handle requests thoughtfully and professionally.
Initiative and sound judgment to manage situations independently when needed.
Customer Accounts Advisor
Customer support representative 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 Representative
Customer support representative job in Riverside, CA
Contract role- 3 months
Duration: 3 Months
About the Role:
We are seeking a detail-oriented and customer-focused individual to join our team for a 3-month temporary assignment. This role is ideal for someone with strong communication skills and proficiency in data entry who thrives in a fast-paced environment.
Key Responsibilities:
Provide exceptional customer service in person and over the phone
Accurately enter and update customer information in company systems
Handle inquiries, resolve issues, and ensure customer satisfaction
Maintain organized records and follow company procedures
Qualifications:
Excellent verbal and written communication skills
Strong attention to detail and accuracy in data entry
Ability to work on-site in Riverside, CA
Previous customer service experience preferred
Schedule: Full-time, on-site
Pay Rate: $20 to $22 per hour
Benefit offerings: include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Customer Service Representative
Customer support representative job in Costa Mesa, CA
**Direct Hire with reporting to Costa Mesa, CA**
The Customer Service Representative I (CSR I) is responsible for handling customer inquiries into the Service Center. This may include phone and email response, walk-in center customer service, inbound call customer service and inbound mail response. CSR may be reassigned on a long term or temporary basis to other shifts or other schedules to balance manpower or meet the needs of the company.
DUTIES AND RESPONSIBILITIES include some or all of the following. Supervisor may assign other duties as needed.
Serve as the first point of public contact for all customer service issues
Promote positive customer relations with customers and coworkers
Respond to calls from the public and provide general information and service
Maintain a thorough knowledge and understanding of the customer service center and operations to assist customers and resolve problems
Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
Quickly and accurately identify and assess individual needs, as well as take the appropriate action steps to satisfy those needs
Maintain customer records by updating account information.
Process requests for new customer accounts
Open cases for unsolved customer inquiries
Process customer disputes
Process the closing of customer accounts and initiate refunds when required
Perform updates to toll violations, violation payments, customer payments or accounts to keep demographics, vehicle, and credit card information current
Consistently meet established productivity, schedule adherence, and quality standards.
Communicate effectively with a variety of people across various levels both within and outside the organization.
Make positive suggestions on improving and streamlining workflow processes and enhancing profitability
Develop a strong teamwork ethic
Follow communication procedures, guidelines, and policies
Provide face-to-face customer service with walk-in center customers when required
Respond to customer emails from the customer service email inbox to answer questions and provide assistance when required
Respond to customer chat and text to answer questions and provide assistance when required
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Excellent phone etiquette
Excellent verbal communication skills
Excellent attendance and punctuality
Enjoy providing prompt and timely service to our customers
Possess strong interpersonal skills and have compassion and empathy for customer situations
Be energetic, self-motivated, and quick-thinking
Ability to work in a team environment or independently while being flexible and open to learning new experiences in a fast-paced changing environment
Ability to read and comprehend normal instructions, correspondence, and memos
Ability to effectively present information in one-on-one situations to customers, clients, and other employees of the organization
Ability to apply common sense understanding to carry out detailed written or oral instructions
Ability to work flexible eight (8) hour shift between 8:00 a.m. to 6:00 p.m. Monday to Friday
Must be able to pass background and drug screenings
Ability to achieve and maintain departmental performance standards
PHYSICAL DEMANDS
Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA (Family Medical Leave Act) and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards.
Ability to adhere to strict attendance requirements
Primarily sedentary physical work requiring ability to lift a maximum of 10 pounds
Must be able to lift, carry, walk, and stand
Vision for reading, recording, and interpreting information
Frequent speech communication, hearing and listening to maintain communication
Daily use of computer and keyboard, standard office equipment and telephone
Ability to access, input, and retrieve information from the computer
Frequent hand/eye coordination to operate computer keyboard and office equipment
Noise level in the work environment is quiet to moderate
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibility.
Education and/or Experience
High school diploma or general education degree (GED)
Customer service experience a plus
Bilingual Spanish is a plus
Bilingual Vietnamese is a plus
Call Center Representative
Customer support representative job in Irvine, CA
Leading Education organization in Irvine is in need of a Temporary Call Center Representative. This is an IN OFFICE opportunity, in IRVINE. This role will be for 3 plus months, it could go longer and become temp-hire.
This role takes over 100 calls a day, we are looking for someone who has experience working in a high volume Call Center. Auto Dialer experience is preferred.
Responsibilities:
* Answer a high volume of inbound calls/outbound dials and provide outstanding customer service to prospective students, fellow co-workers, and executives.
* Receive and screen inbound calls. Route them to appropriate departments or individuals, take detailed/accurate messages and forward accordingly.
* Follow scripts based on call and provide information to prospective students in response to inquiries; perform data entry of personal information (name, address, source, email, phone number, etc.), transfer calls to the team member and assign the CRM record/information to the advisor based on rotation.
* Be responsible for outbound calls using a Telephone Automatic dialing system to all web/affiliate inquiries that inquire via the internet.
* Follow script and schedule Info-Sessions and/or appointments for prospective students to visit the campus.
* Take appropriate information about the calls. Transfer calls to program specialist accordingly or take detailed messages and forward.
* Monitor multiple queues throughout the day and review the invalid inquiries or inquiries that have been returned to queue.
Your Experience Includes:
* Minimum 2 years' experience preferred.
* Customer Service experience.
* A minimum of one to two years' experience as a Call Center, Customer Service Representative, receptionist, or office related position.
* Experience with handling a high volume of telephone calls with courtesy, speed, and accuracy.
* Telephone Auto Dialing System experience preferred.
* Bilingual Spanish is a PLUS
Education:
* High School Graduate or equivalent required.
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.
Customer Experience Lead
Customer support representative job in Los Angeles, CA
Reports to: VP of Operations
Type: Full-Time
About Us
Olive Ateliers is a fast-growing, founder-led lifestyle brand entering a pivotal next chapter. What began as a business rooted in sourcing and retailing vintage objects from around the world is now evolving into a design-led home furnishings company, with rapidly expanding proprietary collections produced through a trusted network of global partners. As we grow from a cult-favorite retail concept into a nationally recognized luxury consumer brand, we're building the operational engine that will power this next exciting phase of growth.
The Opportunity
We're hiring a visionary Customer Experience Lead to shape the future of Olive Ateliers' end to end customer journey. This is a career defining role for someone who wants to build a CX function from the ground up, elevating and scaling the customer experience of a brand known for being far from average. You will work closely with our VP of Operations to define how exceptional care comes to life for our customers and set the standard for warmth, precision, and hospitality as we grow.
As Customer Experience Lead, you will champion the quality, humanity, and consistency of every interaction while building the systems and processes that make great work repeatable. Your focus will include elevated communication, deep product expertise, thoughtful post purchase support, and seamless delivery coordination, all designed to create moments that consistently feel above and beyond.
This role is deeply cross functional, connecting Sales and Operations to create clarity, eliminate friction, and deliver an experience as thoughtfully crafted as the pieces we offer. As Olive Ateliers scales, this role will expand in impact and responsibility, opening the door to meaningful leadership growth.
Responsibilities
Customer Care & Communication
Establish and uphold Olive Ateliers' CX standards, tone, and service expectations across all channels, ensuring brand voice is reflected in every touchpoint.
Create clear escalation routines and guide cross-functional teams through complex customer issues to ensure efficient, thoughtful resolution.
Manage all customer inquiries across all current and future customer channels, including email, text, chat, phone, social, and any potential marketplace platforms.
Track, prioritize, and resolve tickets and related inquiries within SLA standards.
Product Expertise & Sales Support
Serve as the primary resource for customer-facing product knowledge, ensuring accurate, elevated information is documented and shared to support the broader guest experience across Operations and Sales.
Provide knowledgeable, consultative responses to product inquiries (dimensions, finishes, availability) and order inquiries, ensuring customers and sales teams feel guided and informed.
Leverage Warehouse inventory systems and physical point-of-access to provide real-time product availability updates, supporting seamless sales and customer experience.
Manage product holds with accuracy, maintaining confidence in our internal processes.
Process Development & Growth
Build and maintain a comprehensive knowledge base (FAQs, policies, product details).
Recommend and regularly roll out improvements to Gorgias macros and automations.
Collaborate with Sales, Marketing, and Operations teams to align service policies and processes.
Lead ongoing refinement of customer policies, support workflows, and service standards in partnership with Sales, Marketing, and Operations leadership.
Support the continuous improvement roadmap for the customer journey as we expand.
Leadership & Collaboration
Model Olive Ateliers' service standards and coach internal partners on customer-first practices.
Act as the voice of the customer in cross-functional meetings, ensuring clarity, consistency, and elevated experience across departments.
Collaborate with the VP of Operations on service strategy, customer policies, and continuous improvement initiatives.
Spearhead future CX team development by helping to define roles, onboarding, documentation, and training as CX headcount expands.
This is a hands on, player coach role: you will be in the work every day while building the standards, systems, and future team that will scale it.
Requirements
3+ years of experience in customer experience, client services, account management, or operations support, ideally within a fast growing or premium consumer brand.
Proven ability to deliver exceptional customer care with warmth, clarity, and hospitality; you know how to make people feel heard and supported.
Demonstrated ability to lead cross-functional initiatives and influence partners across Sales, Operations, Logistics, and Warehouse without formal authority.
Strong analytical skills with the ability to interpret customer trends, identify root causes, and translate insights into actionable process improvements.
Ability to create structure in ambiguity, build scalable processes, and bring consistency to a rapidly evolving environment.
Experience with Shopify required; familiarity with Gorgias strongly preferred.
Comfort working within a fast paced support or CRM platform environment.
Outstanding written and verbal communication skills with a customer-first mindset; you can adjust tone effortlessly while maintaining brand voice.
Genuine passion for helping people, solving problems thoughtfully, and elevating every touchpoint of the customer journey.
Must be based in Los Angeles and able to work onsite at Commerce.
Ability to lift up to 30 lbs manually (or with appropriate equipment).
This role is ideal for a hands-on, proactive, and insights-driven individual who thrives in a fast-paced environment and is excited to help define the future of customer experience at Olive Ateliers.
Compensation & Benefits
$70-80k salary, commensurate with experience and capabilities
Long-term incentive program aligned with company growth
401k: Generous employer match (eligibility requirements and vesting applies)
Subsidized company health benefits
$500 Olive Ateliers shopping credit per quarter
40% off retail merchandise
Accrued PTO Vacation & Sick Days
A dynamic work environment with long-term growth opportunities
Claims Service Representative
Customer support representative job in Chino, CA
Job Title: Claims Analyst
Duration: 12 + Months Contract Job Location:
Chino, CA, 91710 (Onsite)
Pay Rate: $23-25/hr on W2
Ensures that complaints are resolved effectively and without delay and that those not resolved at the entity organization level have been escalated and taken into account in the competent entities. Drive Customer Centricity - for the entity.
What do you get to do in this position?
- Ensure that complaints are resolved effectively and without delay and those not resolved have been escalated to the appropriate entity
- Collaborate with other organizations in order to contain, correct, and prevent problems affecting customers
- Utilize I2P tools to process claims on a timely basis
- Ensure that Complaint process is supported with warm loop
- Share critical customer feedback information with management and all employees at all levels of meetings and on information boards
- Work in collaboration with continuous improvement engineer
- Update Logistics dashboard
Key Responsibilities:
- Act as the Customer Experience advocate.
- Drive Customer Centricity in entities.
- Ensure the Customer Experience is measured according to the Business priorities.
- Define and follow-up the improvement action plan and priorities with the Business stakeholders.
- Ensure that Customer dissatisfactions are solved quickly and effectively through containment, correction and prevention steps.
Qualifications:
We know skills and competencies show up in many ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed, we still encourage you to apply for the position.
This job might be for you if:
- Excellent verbal and written communication skills, listen effectively and solicit input from others.
- Excellent organizational skills including the ability to handle multiple demands and assignments, the ability to prioritize tasks effectively and efficiently, and drive issues/ tasks to closure
- Candidate must be a self-starter, highly motivated, and results driven.
- Strong problem-solving skills and experience with root cause analysis and implementation of corrective action for process related concerns.
- Proficiency with MS Office suite of products, especially Power point and Excel.
- Ability to work effectively in a group setting as well as independently.
Customer Service Representative
Customer support representative job in Culver City, CA
Job Title: Customer Service Representative
Job Type: Full Time
About Us
At Ultima, we're not just selling products-we're offering real solutions to real challenges. As a CSR, you'll be on the front lines of our growth strategy, connecting with prospective customers, understanding their needs, and delivering value that makes a measurable difference. We're building a team that values integrity, performance, and people-and we want you to be part of it.
Job Summary
As a CSR you'll be the key point of contact for customers. You'll answer any questions, queries and concerns all while being the face of the company! Your role ensures that all customers feel informed, supported, and excited while learning about our Client.
Key Responsibilities
• Engage with customers face to face providing friendly support
• Proactively identify customer needs and recommend appropriate products, upgrades, or solutions
• Handle inquiries related to pricing and general information
• Achieve individual and team sales targets through excellent service and persuasive communication
• Maintain up-to-date knowledge of our client's products and services
Qualifications
1-3 years of experience in customer service, event coordination, or hospitality
Excellent verbal and written communication skills
Strong problem-solving skills and the ability to stay calm under pressure
High attention to detail and exceptional organizational skills
Positive, team-oriented attitude with a passion for creating memorable experiences
What We Offer
Competitive salary and benefits package
Opportunity to travel to live events (as applicable)
Fun, collaborative, and creative work environment
Clear growth path in the customer experience and events space
Exposure to exciting high-profile brands
How to Apply:
Submit your resume for consideration! Interviews will be held in person at our Culver City office beginning this week! If you're out of state we can arrange a virtual meeting. Looking forward to connecting with you!
Seasonal Retail At Your Service Associate, Manhattan Beach
Customer support representative job in Manhattan Beach, CA
Be part of an amazing story
Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions about inspiring stores and irresistible products about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work.
Job Overview
As an At Your Service Center Colleague, you are at the heart of delivering a seamless and personalized shopping experience. You'll support all At Your Service activities, including Buy Online Pickup In Store (BOPS), merchandise returns, order pickups, and other assigned tasks - all while upholding Macy's service standards.
This role requires strong multitasking abilities, problem-solving, attention to detail, and a customer-first mindset. You'll thrive in a fast-paced environment where flexibility is key, including working a variety of shifts such as nights, weekends, and holidays.
This role goes far beyond just being a cashier. Here, the customer is at the heart of everything we do - every day, all day. If you're passionate about selling, reaching goals, working as a team, and creating amazing experiences through genuine hospitality, this could be the perfect fit for you! You'll also help keep the shopping space clean, organized, and inviting so every customer feels welcome the moment they walk in.
How our At Your Service Colleagues spend their day
Every day starts with a positive example . As an At Your Service Colleagues (AYS), you come in energized and ready to make an impact - wearing your name badge with pride, greeting teammates with warmth, and helping ensure the At Your Service areas is clean, organized, and ready for customers. You help set the pace by reviewing sales goals, learning about new arrivals and top-selling items, and staying up to date on trends and promotions - so you're prepared to support the team and engage customers confidently.
In the At Your Service area, you lead through action - welcoming customers with genuine hospitality, making eye contact, and starting friendly, personal conversations that build lasting relationships. Assist customers in all aspects of total store fulfillment, including By Online and Pick Up in Store, be proficient in all systems needed to complete transactions, and ensure the collection area is organized so the customer pick-up experience is friction-free
You help maintain a shoppable space by recovering merchandise and keeping the pickup and return areas clean while ensuring timely completion and curbside delivery of Buy Online Pickup In Store (BOPS) orders.
They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer's name.
We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities.
And we know that excellence is a journey - we strive to improve every day , take pride in our work, achieve sales goals and learn from each other to deliver individual and store results.
Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. All schedules contain weekend shifts as part of the requirements. Hours are dependent on business needs and colleague availability. Information regarding hours per week needed for benefit eligibility purposes can be found here .
Who You Are
Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality
Must be able to:
Understand and communicate effectively with customers, co-workers, and supervisors
Read and understand employment policies and safety rules/procedures in English
Makes prompt, sound decisions in real time to effectively address customer needs and resolve issues
Be comfortable communicating and collaborating with customers and colleagues
Meeting daily sales goal challenges
Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits
Enjoy meeting people, learning about them, and sharing information
Resourceful and eager to start a new venture and can adapt to changing priorities; you can work on your own but are great with team dynamics
You can handle electronic devices with no problem
Essential Physical Requirements You Will Perform
This position requires talking, lifting, constant moving, standing, and reaching with arms and hands.
Standing for at least two consecutive hours, lifting at least 25lbs. stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level
Requires close vision, color vision, depth perception, and focus adjustment
Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions
What We Can Offer You
Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities.
Some additional benefits we offer include:
Merchandise discounts
Performance-based incentives
Annual merit review
Employee Assistance Program with mental health counseling and legal/financial advice
Access the full menu of benefits offerings here .
About Us
This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives.
Join us and help write the next chapter in our story - Apply Today!
This is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment.
STORES00
This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at .
Customer Service Representative
Customer support representative 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 and Channel Partner Experience (CCPE) Consultant IV
Customer support representative job in Pasadena, CA
Customer and Channel Partner Experience (CCPE) Consultant IV(Job Number: 1395209) Description Overview: This is a non-clinical position. Customer and Channel Partner Experience (CCPE) is a multimillion-dollar initiative led by the National Health Plan in partnership with KPIT to improve the experience and make it easy for our business employers, brokers, general agents and consultants to do business with KP. We do this by deploying next generation digital experiences, improving our service and support models to be simple, fast, and personalized, and developing capabilities to show up as a single national health plan. As a result, this work improves brokers' willingness to sell KP and drives growth and retention for KP.Job Summary:Serves as a consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects. Provides insight and supports the development and implementation of business initiatives, systems, and/or processes to a desired future state. Contributes to business strategy and supports organizational alignment and prioritization of business initiatives. Manages complex projects or project components, participates in and may lead change management activities, and performs data analyses in support of business initiatives. Supports vendor management as required. Monitors compliance of work activities by ensuring business plans and team members adhere to relevant policies and procedures.Essential Responsibilities:Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.Serves as a consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects across one or more functional tracks or workstreams by identifying and ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with stakeholder teams, third party vendors, and senior management; working with stakeholders to develop goals and set the prioritization of deliverables; discussing involvement of business processes (e.g. project change management, communication) and facilitating decisions necessary for the delivery of business initiatives; communicating tough issues to stakeholders while maintaining an independent perspective; and making formal presentations and providing reports to various senior level audiences.Develops requirements for complex business, process, or system solutions within assigned business domain(s) by interfacing stakeholders and cross-functional teams as appropriate; leveraging multiple business requirements gathering methodologies to identify business, functional, and non-functional requirements; developing and documenting comprehensive business cases to assess the costs, benefits, and ROI of proposed solutions; and leading team members in the development process as appropriate.Provides insight and supports the development and implementation of business initiatives, systems, and/or processes to a desired future state by maintaining a comprehensive understanding of how current processes impact business operations across multiple domains; mapping current state against future state processes; identifying the operational impact of requirements on upstream and downstream solution components; providing options and recommendations to management and business stakeholders on how to integrate solutions and deliverables with current systems and business processes across regions or domains; and identifying and validating value gaps and opportunities for process enhancements or efficiencies.Contributes to business strategy and supports organizational alignment and prioritization of business initiatives by defining, developing, and evaluating performance metrics, standards, and methods to establish business success; collaborating with multiple stakeholders, often with competing/conflicting objectives, to ensure cohesive and reachable metrics; refining strategic plans and performance metrics as appropriate; and managing assigned initiatives or portfolio to ensure delivery of measurable results and alignment with strategic objectives.Serves as a advocate of continuous learning and professional development by keeping abreast of industry practices, standards, and benchmarks; attending and participating in roadshows, conferences, and speaking events; contributing to the ongoing enhancement and innovation of consulting practices, standards, and methods across KP; serving as an advocate to ensure continuous learning and improvement is championed as a people strategy; providing training and guidance to stakeholders as appropriate; and providing ongoing coaching to build a continuous improvement mindset and build capabilities that drive results.Manages complex projects or project components by coordinating stakeholder contacts; recommending or assigning team resources based on project needs and team member strengths; consulting in the development, analysis, and management of project plans; coordinating project schedules and resource forecasts; proactively monitoring and identifying project or business initiative risks, issues, and trigger events; developing mitigation plans and strategies; and resolving or escalating risks or issues as appropriate.Participates in and may lead change management activities associated with business initiatives by engaging stakeholders to obtain support and buy in for changes; partnering with management, project champions, and business owners to communicate and align improvement initiatives with business objectives; identifying appropriate change management method and approach; and ensuring stakeholders embrace a change management mindset, understand intent and purpose, and foster a culture of change.Performs data analyses to support business initiatives by identifying appropriate data analysis tools and approach to assess business performance; determining suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; conducting analyses and performing experimental tests to evaluate the effectiveness of business solutions; and identifying and alleviating risks through data-driven analysis.Supports vendor management as required by assisting with reviews of vendor performance levels; ensuring service level agreements are met; managing vendor invoices; and partnering with Procurement and/or Legal to develop service level and/or scope of work agreements as appropriate.Monitors compliance of work activities by ensuring business plans and team members adhere to KP, departmental, and/or business line policies and procedures.Qualifications Minimum Qualifications:
Bachelors degree from an accredited college or university and Minimum five (5) years experience in consulting, project management, data analytics, operations or a directly related field OR Masters degree in Business, Public Health, or a directly related field and Minimum three (3) years experience in consulting, project management, data analytics, operations or a directly related field OR Minimum eight (8) years experience in consulting, project management, data analytics, operations or a directly related field.
Additional Requirements:
Knowledge, Skills, and Abilities (KSAs): Business Acumen; Change Management; Negotiation; Creativity; Applied Data Analysis; Financial Acumen; Conflict Resolution; Managing Diverse Relationships; Process Validation; Project Management; Risk Assessment; Service Focus; Requirements Elicitation & Analysis
Auto-ApplyLicensed Insurance Customer Service
Customer support representative job in Beverly Hills, CA
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Active Property and Casualty license is required.
We seek a licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. Please submit your resume and we will follow up with the next steps.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Use a customer-focused, needs-based review process to educate customers about insurance options
Maintain a strong work ethic with a total commitment to success each and every day
As an Agent Team Member, you will receive...
Salary plus Bonus
Paid Time Off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Property & Casualty license (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Client Specialist- Commercial Term Lending - Commercial Real Estate
Customer support representative job in Pasadena, CA
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. CTL is comprised of two businesses: Multifamily Lending (MFL), the nation's number one multifamily lender providing term financing from $500,000 to $25 million+ on stabilized apartment buildings with five or more units, and Commercial Mortgage Lending (CML) which provides term financing from $1 million to $25 million+ on stabilized industrial, retail, office and mixed-use properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. We have over 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on reliably providing our clients straightforward, competitively priced loan programs, which include fixed and adjustable rates, early rate lock, and simple prepayment options. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities:
Facilitate application process by interfacing with customers in taking complete applications and requesting documentation from borrowers
Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager/Client
Act as a liaison between the Client Manager and the processing team
Review complex files with multi-layered entity documentation and examine third party reports and leases
Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan
Coordinate and manage marketing to customers and brokers as well as assist the Client Manager in building customer and real estate broker relationships
Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
Enthusiastic and self-motivated.
Superior written and oral communication.
Superior customer service skills.
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
College graduate preferred.
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
Superior interpersonal communication skills, as well as strong attention to detail and time management.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
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