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Route Service Representative (4-Day Workweek)
Cintas 4.4
Customer support representative job in Sacramento, CA
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which our partners deliver and pick up uniforms, shop towels, chemical cleaning products and other facility service products.
Our Route Service Sales Representatives enjoy:
+ Comprehensive 10-week training program
+ Solid base salary and commission potential after being assigned a route
+ Majority work a 4-Day workweek
+ Majority work no nights or weekends
+ Monthly/Quarterly performance bonuses & incentives
Key Responsibilities Include:
+ You are the face of Cintas to our customers and must work to build rapport with key decision makers
+ Ensure quality standards, and proactively solve customer concerns.
+ Grow our existing customer base by upselling and cross-selling additional products and services
+ Negotiating service agreement renewals and control inventory while working professionally and safely
+ Comply with driving and vehicle regulations.
**Skills/Qualifications**
Required
Qualified candidates must meet all requirements outlined by the Department of Transportation (DOT) for driving a regulated vehicle weighing more than 10,000 lbs. In order to comply with DOT requirements, qualified candidates must, prior to their first day of employment:
+ Have an active driver's license
+ Be at least 21 years of age
+ Obtain a DOT medical certification
+ Provide documentation regarding their previous employment
All successful candidates will also possess:
+ The ability to meet the physical requirements of the position
+ A High School diploma, GED or Military Service
+ The ability to demonstrate a strong customer service orientation
+ Self-motivation and the drive to work in an environment that relies on teamwork to meet goals
+ A positive attitude, along with ambition, organization and service spirit
This is a rewarding opportunity! To support our aggressive growth plans, we offer unique opportunities, including advancement, ongoing training, mentoring and the opportunity to develop world class business skills.
**Benefits**
Cintas offers comprehensive and competitive medical, dental and vision benefits, with premiums below the national average. We offer flexibility with four different medical plan options; one plan is offered at zero cost.
Additionally, our employee-partners enjoy:
- Competitive Pay
- 401(k) with Company Match/Profit Sharing/Employee Stock Ownership Plan (ESOP)
- Disability, Life and AD&D Insurance, 100% Company Paid
- Paid Time Off and Holidays
- Skills Development, Training and Career Advancement Opportunities
**Compensation**
A reasonable estimate of total compensation for this role ranges between $45,000 - $90,000/Year and is a combination of base salary plus earned commissions. The range takes into account factors that are considered in making compensation decisions including, but not limited to, skill sets, experience and training, performance, and other business and organization needs. This disclosed range has not been adjusted for applicable geographic differentials associated with the location at which the position may be filled. Please note, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decision are dependent on the facts and circumstances of each decision.
**Company Information**
Cintas Corporation helps more than one million businesses of all types and sizes get Ready to open their doors with confidence every day by providing products and services that help keep their customers' facilities and employees clean, safe, and looking their best. With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday. Headquartered in the U.S., Cincinnati, OH, Cintas is a publicly held Fortune 500 company traded over the Nasdaq Global Select Market under the symbol CTAS and is a component of both the Standard & Poor's 500 Index and Nasdaq-100 Index.
Cintas Corporation is proud to be an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, genetic information, disability, protected veteran status, or any other characteristic or category protected by local, state, or federal law.
This job posting will remain open for at least five (5) days.
**Job Category:** SSR
**Organization:** Rental
**Employee Status:** Regular
**Schedule:** Full Time
**Shift:** 1st Shift
\#INDT1
$45k-90k yearly 4d ago
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Customer Service Representative
Chevron Stations, Inc.
Customer support representative job in Lincoln, CA
Maintain courteous, professional contact with co-workers, customers, vendors, and community at large. Maintain neat appearance and good personal hygiene in compliance with CSI image standards. Support and follow established safety, security, quality Customer Service Representative, Customer Service, Representative
$32k-41k yearly est. 6d ago
Customer Service Representative
Chevron Corporation 4.8
Customer support representative job in Lincoln, CA
**Excited to grow your career?**
At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus.
_People First, Excellence Always_
**Job Expectations:**
+ Maintain courteous, professional contact with co-workers, customers, vendors, and community at large.
+ Maintain neat appearance and good personal hygiene in compliance with CSI image standards.
+ Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately.
+ Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process.
+ Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures
+ Follow federal law and company standards on carding customers for all age restricted products sold at the stations.
+ Work professionally with vendors and contractors.
+ Regular and punctual attendance is expected.
+ Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products
**Essential Functions:**
+ Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact.
+ Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment.
+ Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently.
+ Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable.
+ Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed.
+ Actively promote store specials and other marketing programs.
+ Cross-check price of delivered goods for accuracy.
+ Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store.
+ Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only)
+ May perform other duties as assigned by management.
**Requirement/Qualifications:**
+ Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters.
+ Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays.
+ Strong attention to detail.
+ Ability to handle challenging situations professionally and exercise exceptional judgement.
+ Ability to work both independently and in team settings.
+ Must possess required up-to-date food handling certificates, as required by law (in specific locations only).
+ Cooking/Restaurant experience preferred
**Supervisor Responsibilities:**
+ This position has no supervisory responsibilities
**Travel:**
+ Rare, limited to required training and coverage for nearby stations.
**Physical Demands Include but are not limited to:**
+ Ability to stand and walk for long periods of time on hard and uneven surfaces.
+ Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds.
+ Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity.
+ Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment.
+ Periodic exposure to all outdoor conditions during daylight hours.
+ Moderate exposure to walk-in coolers and freezers at 34 F or lower.
+ Frequent handwashing and attention to personal cleanliness standards.
Must be at least 18 years of age or older to work in California and Oregon locations.
Must be at least 21 years of age or older to work in Washington locations.
Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am.
Must be at least 21 years of age or older to work in Management positions.
· Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers.
· The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law.
USA based job position
Visas will not be granted
Benefits:
· Full-time & Part-time shifts available
· Direct Deposit with competitive weekly pay
· Health & Wellness packages available for purchase
· Education reimbursement program
· Shift Differential Pay for select shifts and job titles
· Management Bonus Program
· Loyalty Service time Program
· Commuter benefit Program
Compensation Range:
$19.00 - $20.00
Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation.
We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
Chevron Stations Inc. (CSI) are Chevron-owned and operated stations located throughout California, Oregon, and Washington. We have more than 3,000 employees in about 300 stations.
CSI locations are the flagship for all 8,000+ Chevron retail stations across the U.S. Chevron Corporation uses the CSI sites to test new products and set the standards for all Chevron stations to follow.
Chevron is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
$19-20 hourly 6d ago
Client Service Representative
Corporation Service Co (AKA: CSC
Customer support representative job in Sacramento, CA
On-Site
Monday - Friday, 9:00 am - 6:00 pm
Sacramento, CA
If you've worked in the retail, hospitality, or restaurant industries, you know what it takes to keep customers happy and satisfied. The skills developed in those settings are can be easily transferred to make a difference in CSC's professional business-to-business environment as a Client Service Representative. And there's the added bonus of not having to work nights, weekends, or holidays. These positions come with CSC's competitive benefits-paid time off, medical, dental, and 401(k) plans, just to name a few.
We're hiring Client Service Representatives for a number of teams. You'll work directly with our customers (other companies) and teams at CSC to provide solutions that help their business run smoother and smarter. Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. CSC is a place where you're encouraged and expected to be your best.
We're a company of helpful people teaming up to make a difference in global business and our local communities. Passionate about service quality, giving back to the community, and devoted to continuous improvement, CSC is the business behind business.
Some of the things you'll be doing:
Build relationships with our clients to better understand their unique needs and concerns
Fulfill requests and answer questions for internal and external customers
Respond promptly to customer inquiries via phone or electronically
Provide excellent customer service to both internal and external clients
Organize the workflow to meet customers' time frames and demands
Navigate between multiple databases quickly and accurately
Recommend process improvements where applicable
Maintain and grow existing customer business by providing outstanding service and by recognizing and proactively offering appropriate services
What technical skills, experience, and qualifications do you need?
Experience working in a customer service or administrative capacity
Energetic self-starter who thrives in a fast-paced, team-oriented environment
Attention to detail and accuracy
Strong prioritization and time-management skills
Flexibility and agility, with the ability to multitask
Problem-solving skills
Strong computer skills and proficiency in MS Office, Word, and Excel
Effective verbal and written communication skills
Salesforce experience a plus
#CSC
#CSCCareers
#LI-SL1
At CSC, compensation decisions are dependent on a number of factors including job location and the knowledge and experience of each individual. A reasonable estimate of the current rate is 50,000.
$31k-43k yearly est. 6d ago
Client Services Specialist
Computershare Inc. 4.5
Customer support representative job in Sacramento, CA
We're committed to your flexibility and wellbeing. You'll experience this through our supportive approach, continuous learning opportunities, empowerment in your role and the ability to balance work and life.
We give you a world of potential
We have a unique opportunity for someone to contribute their talents and strengths as a Uniform Commercial Code (UCC) Client Services Specialist.
Our Uniform Commercial Code specialists work closely with a variety of stakeholders, including correspondents, Secretaries of State, sales and account management to deliver an exceptional end product to our wide range of clientele.
A role you will love
We are a global business with an entrepreneurial spirit, and we are proud of that. What that comes with is a fast-paced, technology-focused environment and lots of change so you will be resilient in nature and able to adapt quickly, be deadline-driven and embrace the pace of a change in a fast-growing company.
The Specialist - UCC (Uniform Commercial Code) is the primary contact between Computershare Entity Solutions and assigned clients for all Registered Agent products and services. The role holder will also be an individual who can maintain a level of accuracy and professionalism while using software in a traditional office environment. Responsible for providing public record research services for clients, which include conducting UCC/Tax Lien/Judgment searches and filings.
Other responsibilities include:
Conducting UCC/Tax Lien/Judgment searches and filings for our wide range of clients.
Utilizing research portals from the Secretary of State or vendors to obtain search results.
Acting as a main point of contact for clients, from order intake to processing search results.
Utilizing an order management system to create new orders and manage existing orders.
Collaboration with team members on client order requests, from intake to fulfilment.
Obtaining Secretary of State documents from online portals and external vendors.
Reviewing the data accuracy of each client deliverable
Interacting with clients to obtain financial or entity related information to complete the search or filing requests.
What will you bring to the role?
The ideal candidate will possess the following capabilities: Attendance/Punctuality, Dependability, Initiative, Innovation, Motivation and Professionalism. Someone with a proven record of accuracy and thoroughness; someone who completes work in a timely manner and meets productivity standards of the company.
Education and Experience
Completion of High School Diploma or GED required. Bachelor's degree or local equivalent (preferred)
2+ years' experience working in public records research services company specializing in Uniform Commercial Code required.
Proficient with MS Office Suite (Intermediate level Word, Excel, PowerPoint)
Highly organized with exceptional attention to detail, strong spelling and grammar skills, critical thinking and problem-solving abilities.
Excellent time management skills and ability to prioritize, multi-task and meet strict deadlines.
Must be a self-starter and able to work independently with little supervision.
Positive, enthusiastic person with excellent communication skills, both verbal and written.
Travel may be required based on business needs.
Rewards designed for you
Paid parental leave, flexible working and a caring and inclusive culture.
Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.
Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
Compensation. The base pay range for this role is $24/hr - $28/hr. This base pay range is specific to California and may not be applicable to other locations.
Computershare will use data analytics and artificial intelligence systems to help recruiters analyze and assess candidate and application information. These systems make our application and review process more efficient and assist our team in identifying candidates based on professional qualifications, skills and experience commensurate with the role applied for. All outputs from the systems are evaluated by our recruiters and are not the sole source of whether to consider a candidate for employment.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.
#LI-Onsite
$24-28 hourly 6d ago
Advisor Development Program Client Associate
Bank of America 4.7
Customer support representative job in Sacramento, CA
Sacramento, California
**To proceed with your application, you must be at least 18 years of age.**
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**Advisor Development Program Client Associate**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
**Job Description:**
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
**The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:**
+ Developing a book of business in order to meet and exceed established performance hurdles
+ Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
+ Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
+ Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
+ Organizing and managing resources (time, people, budget) to run a productive practice
+ Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
+ Completing mandated training, assessments, performance goals and continuing education requirements
**We'll help you**
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions.
+ **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Displays confidence working as a self-starter in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven growth mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Exceptional interpersonal and relationship building skills
+ Effective communication skills (written and verbal)
+ Proven ability to quickly build trust and credibility
+ Proven ability to assess needs of and recommend appropriatesolutions
+ Proven ability to work both collaboratively on a team with key partners and independently
+ Proven ability to listen and probe for clarity and understanding
+ Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
+ Strong follow-through skills
+ Computer/technical literacy and proficiency in applications such as Microsoft Suite
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of work experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
**Job Responsibilities:**
+ Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
**Skills** **:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Trade Operations Management
+ Administrative Services
+ Client Investments Management
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Customer support representative job in Roseville, CA
At Infiniti and Mazda Roseville we pride ourselves on providing an award winning level of service. We are a local family owned business in operation since 2017. We employ passionate, motivated, honest team members with integrity that encompass our Expect More brand. If you are looking to join a successful, stable company with unmatched service, facility, reputation, pay plans, benefits and a work environment built to support our team through growth. Then, this might be the place for you.
Benefits
Medical, Dental and Vision insurance
Available Supplemental Insurance
401K with Employer Contribution
Paid Vacation
Paid Sick Pay
Six Paid Holidays for many job categories
Tenure Recognition
Free Car Washes / Vacuum
Free Coffee
Company Picnic & Holiday Party
Manufacture Recognition Programs
Clean Safe Work Environment
High Speed Internet / Wifi
Latest Technology
Helpful Supporting Staff
Responsibilities
Book warranty repair orders and submit claims of manufacturer warranty.
Maintain receivables schedules; service contract claim submission and follow up.
Work closely and effectively with team of technicians, service writers, and supervisors.
Coordinates with vendors and manufacturers to ensure prompt receipt and shipment of replacement parts.
Communicate with Service Advisors to define the scope of a warranty claim.
Process all warranty paperwork to ensure proper documentation and to verify criteria.
Arrange for parts for shipment to factory or distributor.
Reconcile all warranty receivables and working with the accounting department to obtain payments; keep track of all services and customer records as required by warrantor.
Stays abreast of all factory recalls, announcements, and procedures.
Establish and build positive relationships with the manufacturers designated warranty representatives and the representative of any aftermarket warranty company with which the dealership conducts business.
Review every warranty repair order written for proper completion, accuracy, and legibility according to the applicable policies and procedure manuals.
Figure out the applicable labor operation code, failure codes, and/or other administrative data required and enter them on orders.
Ensure that all deductibles are properly documented so they are collected from the customer at the time of repair completion/delivery.
Review all returned and/or rejected warranty claims and prepare the repair orders for immediate re-submission.
Maintain record of all claims submitted, returned/rejected and paid and their status.
Establish and maintain a record and control of the physical inventory of parts to be returned, inspected, or scrapped by the manufacturer or other warranty authority.
Provide a weekly report to the service manager regarding claims status.
Build and maintain relationships with customers, acting as a primary point of contact to better assist them.
Actively listening to their needs and giving them tailored solutions.
Calling customers to follow up on their experience and the dealerships and inform them of incoming surveys and encourage the customers to complete the surveys.
Occasionally shuttle or valet customers to or from local locations.
Report to management any situation or condition that jeopardizes the safety, welfare, or integrity of the dealership, its employees, or customers.
Other tasks may be assigned by management.
Qualifications
Warranty experience preferred
Great customer service
Attention to detail
Ability to work well with others and be part of a team
Proficiency Microsoft Office
General accounting knowledge preferred
Valid driver's license and clean driving record
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$36k-54k yearly est. Auto-Apply 60d+ ago
Customer Support Rep
CABS Heating & Air Conditioning
Customer support representative job in West Sacramento, CA
Job Description
Role: CustomerSupport Rep
Company: CABS Heating & Air Conditioning
Pay: $19-$23/hour, depending on experience + spiffs
Schedule: You'll work a full-time schedule anytime between our business operation hours of 7 a.m.-7 p.m. Monday - Friday. Occasional weekend work may be required on Saturdays, and you'll be notified of any additional hours or schedule changes. You can expect your schedule to change seasonally.
Your Role at CABS Heating & Air Conditioning:
Generate new business: Your primary goal is to generate new business opportunities by re-engaging with existing customers. You'll use our comprehensive customer database in ServiceTitan to reintroduce our services and drive business growth.
Build relationships: While using company-provided scripts, you'll focus on building genuine relationships rather than traditional cold-calling. You'll strengthen connections with existing clients through personalized outreach.
Manage the sales pipeline: You will schedule follow-up calls and manage the sales pipeline effectively within ServiceTitan, ensuring all sales activities and customer interactions are accurately recorded and maintained.
Provide exceptional customer service: You'll prioritize and manage outbound calls and address customer questions or concerns to ensure a positive experience and foster long-term loyalty.
Team collaboration: Your role is crucial in coordinating with internal teams, including customer service and technical support, to guarantee seamless service experiences for our customers.
Our Ideal CustomerSupport Rep:
High school diploma or equivalent
2+ years of phone sales and customer service experience
Strong communication and interpersonal skills
Basic computer skills, including proficiency with CRM software
Geographic knowledge of the service area and the ability to read maps
Preferred Qualifications:
Experience in the HVAC industry
Experience using ServiceTitan or similar CRM systems
ABOUT OUR TEAM:
At CABS Heating & Air Conditioning, we strive to be the most trusted and respected residential HVAC company in West Sacramento. As a company dedicated to environmental consciousness, we prioritize honesty and integrity in all our customer interactions. Our employees are the core of our business, and we are committed to providing them with an exceptional work environment. We view our team as family, and we express our gratitude for their dedication by offering competitive benefits, flexible schedules, and opportunities for professional growth. If you're seeking a company where you can thrive and develop your career, you've come to the right place!
WHAT WE OFFER OUR CUSTOMERSUPPORT REP:
Health, dental, and vision
401(k) with company match
Paid time off (PTO)
5 paid sick days
6 paid holidays
Paid vacation
Birthday pay
Growth opportunities
Company and team events
Performance or annual bonuses
Continued training and certifications
JOIN OUR TEAM AT CABS HEATING & AIR CONDITIONING!
We don't just talk about the reward and support-we prove it. Let us show you that we've got your back like you'd have ours. Fill out our initial 3-minute, mobile-friendly application for our CustomerSupport Rep position today!
$19-23 hourly 6d ago
Customer Service Agent Part Time
American Airlines 4.5
Customer support representative job in Sacramento, CA
American Airlines is seeking Part Time Customer Service Agent at the Sacramento International Airport.
The terms and conditions of this position are covered by the CWA-IBT Collective Bargaining Agreement.
If you are a member of CWA-IBT union workgroup, you must submit a transfer request and not apply to this job posting. Please go to *********************** and submit a transfer request.
This job will continue to be posted until at least 09-12-25. If interested please apply prior to this date.
Intro
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
Why you'll love this job
The Customer Service Agent interacts with customers in a courteous, efficient, friendly and professional manner. Starting pay is $19.64 per hour.
What you'll do
These are the essential functions of the job
This list is intended to reflect the current job but there may be additional essential functions (and non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed when operationally necessary, observing, of course, any legal obligations including any collective bargaining obligations.
Issue, reissue and refund passenger tickets
Book, ticket and confirm flight reservations
Rebook passengers on oversold flights and during irregular operations
Perform passenger check-in and passenger seat assignment (except curbside), rectify oversold seat assignments, and issue upgrades
Issue vouchers and/or coordinate with contractors for passenger hotel accommodations, meals and transportation; coordinate refuel and refresh
Perform passenger boarding, including ticket lift and/or boarding pass lift/verification
Operate gate reader/scanner and associated duties to include pre-boarding, monitoring/checking carryon baggage and exit row criteria
Operate jetways/bridges for purposes of boarding and deplaning passengers
Make boarding and departure gate announcements
Deliver domestic/international flight documents
Perform passenger service flight close-out procedures
Accept, check and tag passengers' baggage at resolution centers, full-service ticket counters, and first class ticket counters
Maintain timeline of flight boarding process
Perform customer service on the job training
Process and complete credit card baggage transactions at kiosks in the ticket counter area and activation stations
Assist passengers with self-service kiosk check-in and kiosk baggage processing at ticket counters
Queue lines at ticket counter kiosks and ticket counters
Clear/verify international documents at kiosk in the ticket counter area and activation stations
Accept and activate passengers' self-tagged bags at activation stations
Assist customers needing special assistance or in-station; assist boarding, deplaning and transporting non-ambulatory passengers, special assist passengers, and/or unaccompanied minors
Perform customer service work associated with handling regional flights and contractor/ground handling agreements or contracts
Have regular and predictable attendance on site, including satisfying any mandatory overtime requirements.
Respond and assist during security and/or emergency situations
Provide connecting passengers with gate information
Provide quality customer service in a professional manner and in accordance with American's guidelines.
Adhere to company policies, procedures, and performance standards.
Complete job-relevant trainings
Adhere to government regulations (e.g. DOT, FAA, TSA)
Use multiple internal resources/systems including during customer interactions
Wear uniforms as required by company policy
* Reasonable accommodations may be made for qualifying individuals with disabilities.
Depending on your airport size, you may also do the following:
Perform Passenger Operation Control functions including air to ground communication as well as Tower functions Assist international passengers through customs/immigration, including baggage recheck Deliver boarding passes, international flight documents and customs/immigration forms
All you'll need for success
Minimum Qualifications- Education & Prior Job Experience
High school diploma or GED or international equivalent
Bilingual language skills required in some locations
Applicable valid driver's license as required by local authorities
Must fulfill FAA criminal background checks to qualify for unescorted access privileges to airport security identification display areas (SIDA), if applicable
Must be able to secure appropriate airport authority and/or US Customs security badges, if applicable
Completion of a pre-employment drug screen, comprehensive background check and/or fingerprinting to satisfy company and security requirements
Must be authorized to work in the U.S.
Preferred Qualifications- Education & Prior Job Experience
Working knowledge of Sabre or any other Passenger Service System
Previous face to face Customer Service experience
Working in a fast pace environment
What you'll get
Feel free to take advantage of all that American Airlines has to offer:
Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
Feel free to be yourself at American
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
*Travel to the interview and any subsequent relocation expenses are the responsibility of the candidate.
$19.6 hourly 54d ago
CPC Processer Customer Support
Datavant
Customer support representative job in Sacramento, CA
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
CPC Processor I CustomerSupport to ensure the accurate and timely handling of release of information account issues with internal and external customers while maintaining a high level of professionalism.
This is a Remote role (Call Center)
+ Full-Time: Mon-Fri 8:30am-4:00 pm EST
+ Comfortable working in a high-volume production environment.
+ Processing medical record requests by taking calls from patients, insurance companies and attorneys to provide medical record status
+ Documenting information on multiple platforms using two computer monitors.
+ Proficient in Microsoft office (including Word and Excel)
**You will:**
+ Answer and conduct business on the telephone while maintaining excellent Customer Service. This includes: 100%
+ Answering release of information related telephone calls and inquiries accurately and timely.
+ Review, research, resolve and respond to inquiries that are received via telephone, email or written correspondence.
+ Document all calls, inquiries and resolution in detail in appropriate areas of our software systems.
+ Follow all department and/or site specific processes and procedures accordingly.
+ Meet and maintain the department's productivity and quality assurance expectations.
+ Responsible for following all company policies and procedures as posted or communicated by management.
+ Maintain confidentiality by keeping all information seen and heard within the boundaries of the role in the strictest confidence.
+ Maintains a high level of professionalism and good rapport with co-workers and members of management
+ Maintain open lines of communication with other employees and members of management in regards to any problems, complaints, incidents, etc. immediately.
+ Performs work in accordance with the training and direction provided and adheres to facility specific procedures
+ Attends mandatory employee in-service meetings and/or training sessions, if so directed
+ Maintain an acceptable attendance record and reports to work as scheduled.
+ Performs other duties as assigned.
**What you will bring to the table:**
+ High school diploma or equivalent. (Must be from an Accredited Institute recognized by the State Dept. of Education.)
+ Friendly, professional manner of communication. Good customer service skills.
+ Experience with multi-line phone systems is required. Computer proficiency: Knowledge of MS-Office at intermediate/advanced level and one year experience would be beneficial.
+ Experience in the following fields would be beneficial: Data Entry, Medical Records, Health Care, Insurance Claims Processing and Proof Reading/Editing of Documents
+ Ability to stay organized while working quickly. Strong attention to detail is also required.
+ Passing annual Introductory HIPAA examination. (Testing to be given annually in accordance with employee review.)
+ Required to take and pass a 90-day ROI Certification course with a score of 85% or higher.
+ To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job.
The estimated total cash compensation range for this role is:
$15-$18.32 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
$15-18.3 hourly 5d ago
Customer Success Consultant- State Net
RELX Inc. 4.1
Customer support representative job in Sacramento, CA
Are you interested in an alternative legal career that combines legal expertise, training and sales? Do you enjoy providing education and support to legal professionals? About our Team LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,800 employees worldwide, is part of RELX (********************** , a global provider of information-based analytics and decision tools for professional and business customers. Our company has been a long-time leader in deploying AI and advanced technologies to the legal market to improve productivity and transform the overall business and practice of law, deploying ethical and powerful generative AI solutions with a flexible, multi-model approach that prioritizes using the best model from today's top model creators for each individual legal use case.
About the Role
The State Net Solutions Consultant serves as a frontline customer-support expert, partnering with clients' government relations and compliance teams to help them achieve their strategic objectives. Acting as a trusted advisor, the Solutions Consultant works closely with the Client Manager to drive customer satisfaction, retention, and revenue growth across the assigned account base.
Responsibilities:
+ Providing frontline customersupport for State Net products, handling both reactive inquiries and proactive outreach and training.
+ Partnering with the Client Manager to plan and conduct regular business reviews with clients.
+ Understanding, analyzing, and documenting client-specific needs, workflows, and objectives.
+ Identifying upsell and cross-sell opportunities and collaborate with the Client Manager to advance them.
+ Creating and maintaining account-level usage plans; monitor client engagement and adjust strategies to ensure active, effective product use.
+ Proactively sharing customer insights and feedback with internal teams, especially regarding product performance, gaps, or enhancement opportunities.
+ Guiding clients in navigating legislative and regulatory processes.
+ Develop a deep understanding of client organizations to recommend appropriate solutions and product configurations.
+ Demonstrating comprehensive knowledge of the State Net value proposition and competitive landscape to effectively differentiate the offering.
+ Delivering product demonstrations, online training sessions, webinars, and phone-based training.
+ Utilizing all required tools, systems, processes, sales metrics, and reporting platforms.
+ Meeting or exceeding sales goals, usage objectives, and other performance targets.
Requirements:
+ Have 3+ years of proven sales, customer success, or training experience
+ Have a Bachelor's degree/equivalent experience
+ Show great verbal and written communication skills
+ Have excellent organizational skills and attention to detail
+ Be able to collaborate effectively across teams
+ Have the ability to build strong internal and external relationships
+ Have the ability to travel to customers for onsite trainings and meetings (about 10% of time)
Work in a way that works for you
Working flexible hours - flexing the times when you work in the day to help you fit everything in and work when you are the most productive. We promote a healthy work/life balance across the organization. We offer an appealing working prospect for our people. With numerous wellbeing initiatives, shared parental leave, we will help you meet your immediate responsibilities and your long-term goals.
About the business
LexisNexis Legal & Professional provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis and Nexis services.
U.S. National Base Pay Range: $53,900 - $89,800. Geographic differentials may apply in some locations to better reflect local market rates.
We know your well-being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click here (********************************************** to access benefits specific to your location.
We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact **************.
Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here.
Please read our Candidate Privacy Policy.
We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
USA Job Seekers:
EEO Know Your Rights.
RELX is a global provider of information-based analytics and decision tools for professional and business customers, enabling them to make better decisions, get better results and be more productive.
Our purpose is to benefit society by developing products that help researchers advance scientific knowledge; doctors and nurses improve the lives of patients; lawyers promote the rule of law and achieve justice and fair results for their clients; businesses and governments prevent fraud; consumers access financial services and get fair prices on insurance; and customers learn about markets and complete transactions.
Our purpose guides our actions beyond the products that we develop. It defines us as a company. Every day across RELX our employees are inspired to undertake initiatives that make unique contributions to society and the communities in which we operate.
$53.9k-89.8k yearly 41d ago
Full Time Customer Service Officer - $22.66/hr (#726)
Sunstates Security 3.8
Customer support representative job in Sacramento, CA
Become part of one of the largest and fastest-growing privately held security companies in the U.S! Since 1998, Sunstates Security has built a national reputation for delivering exceptional services while fostering high-quality work environments for our team. We are dedicated to hiring, developing, and retaining a professional workforce that reflects our commitment to excellence.
We believe in strategic reinvestment in our people by offering a benefits package that exceeds industry standards, pathways for career advancement, extensive internal training, and employee recognition programs. Our team members are provided with the tools, knowledge, and hands-on management support necessary for long-term success.
Our commitment to a superior workplace culture is reflected in our most recent national accolades. Sunstates Security is proud to be recognized as a 2026 Forbes Dream Employer, an honor based on independent employee feedback and workplace excellence. Additionally, we have been named a 2026 Training MVP by Training Magazine, marking the third consecutive year we have accepted this prestigious recognition. We also continue to be celebrated for our steady growth and stability on the Inc. 5000 list of America's fastest-growing private companies.
At the heart of everything we do are our core values of honor, integrity, and trust. If you are searching for a rewarding career with a proactive security partner that protects some of the country's leading organizations, we invite you to explore the possibilities at Sunstates Security. Join a successful, growing team where your talent is appreciated and have opportunities to advance your professional career.
Job Skills / Requirements
HIRING IMMEDIATELY
Sunstates Security is hiring a Full Time Customer Service Officer in the surroundings areas of Sacramento, CA area, with a pay rate of $22.66/hr, paid weekly.
Schedule:
Thursday to Monday
10:00 PM- 6:00 AM
Includes a positive work environment with the following benefits:
Commute-friendly location
Extensive industry training
Advancement opportunities
Requirements:
CA Guard Card/ 40-hour Certificate preferred
CPR Card
To be considered, only those applicants who have submitted their most recent applications/resumes will be reviewed.
Successfully complete Sunstates background check which includes a 10 Panel Drug Screen and the clients more extensive background check
Must be 21 years of age or older with a valid driver's license, a clean driving record, and more than 3 years of driving experience
Responsibilities:
Provide exceptional customer service by upholding our standards in a friendly, professional, and courteous manner.
Conduct exterior and interior patrols of multiples building at a given time.
Ability to answer questions in a timely and professional manner for corporate employees and visitors.
Natural composure and an infectious attitude towards arising issues with the ability to adapt quickly and develop practical solutions with minimal supervision.
Prepare all required written reports in an ongoing and timely manner, including but not limited to: Daily Activity Reports (DAR's) and Incident Reports.
Ability to use Technology in a proficient way using platforms like Slack, & Emails.
Operating phones, radios, and computer systems and applications such as MAC IOS, Microsoft Office 365, and Google Suites
Monitoring Closed Circuit Television (CCTV) and alarm panels for emergencies and potential issues
Following site specific post orders, pass down messages, and being in compliance with employee handbook guidelines at all times
Conduct interior and exterior patrols within an office, and industrial complex
A Security Officer may perform a multitude of duties as specified by the Post Orders and Standard Operating Procedures (SOP). The Security Officer will read and become extremely knowledgeable of Post Orders and SOP, and will be able to act quickly and efficiently according to such directives.
Education Requirements (All)
High School diploma or equivalent
Certification Requirements (All)
CA Guard Card
Additional Information / Benefits
The Sunstates customizable benefits package includes the following minimum components:
Affordable Care Act compliant Medical Benefits Program
Dental Insurance Program
Free Life Insurance
Disability Insurance
Paid Time Off & Bereavement Leave
Paid Holidays
Direct Deposit or Pay Cards
Employee Incentives
Referral Bonuses
Employee of the Month Award
Education Reimbursement
Service Awards
Employee Involvement Initiatives
Management Mentoring and Support
Career Advancement
401K program
Only candidates who meet our rigorous employment standards and who are excellent matches for open positions (as personally verified by Site Managers) are invited to join our security team. We are proud to be an Equal Opportunity Employer and supporter of our military veterans!
Benefits: Medical Insurance, Life Insurance, Dental Insurance, Vision Insurance, Short Term Disability, 401K/403b Plan, Educational Assistance
This is a Full-Time position 3rd Shift, Weekends.
$22.7 hourly 26d ago
Customer Service/Staff
Cameron Park Pizza Factory 4.1
Customer support representative job in Cameron Park, CA
Join Our Team!
Cameron Park Pizza Factory is located on 3421 Coach Ln. Our ideal candidate is attentive, punctual, and hard-working.
Description
We are looking for the right person to provide friendly, responsive service to create
an exceptional experience for all of our guests. You will take orders and prepare all menu
items. Cook and prepare a variety of food products including pizza, meats, vegetables, sauces,dough and other food products using a variety of equipment and utensils. You must also beable to be a part of an awesome team where nobody says “it's not my job” - as everything is allof our jobs. You will be expected to go above and beyond for the customer.
Duties and responsibilities
Complete opening and closing checklists.
Prepare a variety of meats, poultry, vegetables and other food items for cooking in a variety of other kitchen equipment.
Understand and comply consistently with our standard portion sizes, cooking methods, quality standards and rules, policies and procedures.
Handle, store and rotate all products properly.
Maintain a clean and sanitary work and service area including tables, shelves, walls, oven, and refrigeration equipment.
Take food orders from guests; accurately enter orders in our point-of-sale system which relays orders to the kitchen.
Accept payment, process credit card charges or make change accurately.
Handle phone orders with professionalism and accurately collect information needed to complete order.
Monitor and observe guests dining experience. Ensure guests are satisfied with the food and service. Respond promptly and courteously to any requests.
Be available to fill in as needed to ensure the smooth and efficient operation of the restaurant as directed by the restaurant manager or immediate supervisor.
Attend all scheduled employee meetings and brings suggestions for improvement.
Promptly report safety, equipment and food quality problems to Manager.
Inform manager-on-duty immediately of product shortages.
Perform other related duties as assigned by the manager-on-duty
$27k-38k yearly est. 60d+ ago
Client Success Renewals Specialist
Norstella
Customer support representative job in Sacramento, CA
Norstella is a premier and critical global life sciences data and AI solutions provider dedicated to improving patient access to life-saving therapies. Norstella supports pharmaceutical and biotech companies across the full drug development lifecycle - from pipeline to patient. Our mission is simple: to help our clients bring therapies to market faster and more efficiently, ultimately impacting patient lives.
Norstella unites market-leading brands - Citeline, Evaluate, MMIT, Panalgo, Skipta and The Dedham Group and delivers must-have answers and insights, leveraging AI, for critical strategic, clinical, and commercial decision-making. We help our clients:
+ Accelerate the drug development cycle
+ Assess competition and bring the right drugs to market
+ Make data driven commercial and financial decisions
+ Match and recruit patients for clinical trials
+ Identify and address barriers to therapies
Norstella serves most pharmaceutical and biotech companies around the world, along with regulators like the FDA, and payers. By providing critical proprietary data supporting AI-driven workflows, Norstella helps clients make decisions faster and with greater confidence. Norstella's investments in AI are transforming how data is consumed and decisions are made, disrupting inefficient legacy workflows and helping the industry become more efficient, innovative, and responsive to patient needs.
**The Role:**
The Client Success Renewals Specialist works in collaboration with the Client Success Operations Manager and Client Success team members in the overall responsibility for MMIT client contract onboarding, adoption, and renewals with the aim of client retention. The CSR will support the Client Success team in key client success initiatives and tactics essential for clients to realize deep value from an ongoing MMIT partnership. The CSR will leverage their product and contractual knowledge, attention to detail, and highly responsive mindset to deliver on key initiatives aimed at supporting MMIT's clients.
**Responsibilities:**
Renewals Management
- Manage Digital Segment client contract renewals occurring on a yearly or multi year basis
- Responsible to contract terms review/changes, documentation in Salesforce, partnering with client team, and client communication surrounding the renewal through signature
- Partner with and assist Client Success Managers with segment specific contract renewals throughout the renewal cycle
- Document and report to leadership renewal progress throughout the renewal cycle
Client Support and Data Management
- Lead Digital Segment clients through onboarding and adoption of licensed solutions
- Support client with the submission, monitoring, and ensuring resolution of CustomerSupport and Data Verification tickets
- Escalate urgent client issues using MMIT Client Escalation Pathway
- Collaborate with internal partners to address client questions required for completion of requests
- Prepare standard data extracts from MMIT applications as needed
- Collaborate with Sales Operations to maintain CS dashboards and reports
- Effective collaboration with internal and external stakeholders
Account Planning & Strategy Support
- Generate and summarize client data to support internal account health and planning discussions
- Create client facing engagement reports (utilization metrics, engagement summary, etc.)
- Prepare engagement summary metrics for client meeting and Executive Business Reviews
General Client Success Support
- Collaborate with CSM to prepare content for client deliverables and presentations aligning with the client business portfolio and goal alignment (kick-off meetings, partnership reviews, training presentations, etc.)
- Fill in for CSM on client support inquiries or projects as needed (CSM back-up for out of office, travel, conflict, etc.)
- Review client facing deliverables and configuration settings to ensure alignment with client needs
- Regularly review and maintain client user lists and access to MMIT solutions
- Coordinate maintenance of client application settings and prepare communication to update client (i.e. add or remove drugs from client market baskets)
- Partner with CSM through weekly touchpoints reviewing key account metrics and deliverables
- Provide insight to operational efficiency and process improvements aligned with enhancements to overall process and the customer experience
**Qualifications:**
- 1-3+ years experience in life sciences
- 2-4 years experience in customersupport or client management
- Previous experience reviewing legal documents/contracts
- Ability to work independently and drive projects from start to finish in a fast paced environment
- Highly collaborative, team oriented, and comfortable leading cross-functional projects
- Excellent writing and communication skills for both internal and external audiences
- Passion for continual learning and highly motivated
- Strong empathy for customers AND passion for retention and growth
- Analytical and process-oriented mindset
- Highly detailed oriented
- Demonstrated desire for continuous learning and improvement
**Our Guiding Principles for success at Norstella:**
01: Bold, Passionate, and Mission-First
02: Integrity, Truth, and Reality
03: Kindness, Empathy, and Grace
04: Resilience, Mettle, and Perseverance
05: Humility, Gratitude, and Learning
**Benefits:**
- Medical and Prescription Drug Benefits
- Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)
- Dental & Vision Benefits
- Basic Life and AD&D Benefits
- 401k Retirement Plan with Company Match
- Company Paid Short & Long-Term Disability
- Paid Parental Leave
- Paid Time Off & Company Holidays
_The expected base salary for this position ranges from $70,000 to $90,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered._
_Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._
_Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._
_All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._
Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.
$70k-90k yearly 34d ago
Customer Experience Representative
Lumens Integration
Customer support representative job in Sacramento, CA
The Opportunity:
As a Customer Experience Representative, you'll be the voice of our brand-supportingcustomers throughout their order journey while delivering thoughtful, personalized service. You'll assist with order questions, shipping updates, product details, damages, and returns, and collaborate with internal teams to ensure a seamless experience from start to finish.
We're known for exceptional service, and we're looking for someone who takes pride in their work, pays attention to the details, and enjoys helping customers feel valued and supported.
Position Summary:
This role is ideal for someone who enjoys working with people, communicating clearly, and representing a premium brand with professionalism and warmth. You'll supportcustomers across phone, chat, and email while helping create a consistently elevated and positive experience.
What You'll Do:
SupportCustomers Across Channels Respond to customer inquiries via phone, chat, and email with professionalism, empathy, and efficiency.
Manage Orders with Accuracy Assist with placing, tracking, modifying, and canceling orders while providing clear updates on shipping and delivery.
Resolve Issues Thoughtfully Address concerns, questions, and escalations calmly and confidently, partnering with internal teams when needed.
Build Product Expertise Learn our products inside and out to confidently guide customers and suggest complementary items when appropriate.
Document & Personalize Accurately log customer interactions and preferences in our CRM to support personalized service and long-term loyalty.
Represent the Brand Communicate with a tone that reflects our brand's quality, professionalism, and attention to detail in every interaction.
Support the Team Assist in other duties and projects as needed.
What We're Looking For:
Experience in customer service (retail, hospitality, luxury, or call center experience is a plus-but not required).
Strong communication skills, both written and verbal.
Comfort working across phone, chat, and email.
Attention to detail and pride in delivering accurate, high-quality work.
Problem-solving skills and the ability to stay composed in fast-paced situations.
Willingness to learn product details and systems quickly.
Ability to manage multiple tasks and work collaboratively with a team.
Flexibility to support business needs during peak times.
Why You'll Love Working Here:
Join a respected brand that values quality, service, and teamwork.
Work in a supportive, collaborative, in-office environment.
Grow your skills in customer experience, communication, and product knowledge.
Help create memorable experiences for customers who truly value great service.
About Lumens:
As North America's premier destination for design aficionados, architects, interior designers, and contract professionals, Lumens offers a discerning edit of modern lighting, furniture, and décor. Sourcing more than 400 of the most exceptional international design brands, our curated product assortment features iconic European collections as well as niche artisan creations. Our team includes certified interior designers and ALA-certified product specialists, and we're looking for fellow design enthusiasts to join our team.
Since June 2021, Lumens has been part of Flos B&B Italia Group, a leading global high-end design group operating a portfolio of legacy brands in the world of luxury furnishings and lighting. Driven by a purpose of “We design for a beautiful life,” the Group includes some of the most distinctive European cultural heritage products and designs for the planet, people, and culture. The Group includes FLOS, B&B Italia, Louis Poulsen, Maxalto, Arclinea, Azucena, FENDI Casa, Audo Copenhagen, and Lumens.
Commitments:
People are at the heart of our business. We strive for an empowering and positive culture and working environment for our people. Therefore, creating a strong, diverse and inclusive team is essential for Lumens. For us, your expertise and motivation matter most.
Location: Sacramento, CA - This is an in office role
Compensation: $20/hr.
Benefits: access to health benefits + 401k + 3 weeks annual paid time off
$20 hourly Auto-Apply 27d ago
Customer Experience Representative
Lumens
Customer support representative job in Sacramento, CA
The Opportunity: As a Customer Experience Representative, you'll be the voice of our brand-supportingcustomers throughout their order journey while delivering thoughtful, personalized service. You'll assist with order questions, shipping updates, product details, damages, and returns, and collaborate with internal teams to ensure a seamless experience from start to finish.
We're known for exceptional service, and we're looking for someone who takes pride in their work, pays attention to the details, and enjoys helping customers feel valued and supported.
Position Summary:
This role is ideal for someone who enjoys working with people, communicating clearly, and representing a premium brand with professionalism and warmth. You'll supportcustomers across phone, chat, and email while helping create a consistently elevated and positive experience.
What You'll Do:
* SupportCustomers Across Channels
Respond to customer inquiries via phone, chat, and email with professionalism, empathy, and efficiency.
* Manage Orders with Accuracy
Assist with placing, tracking, modifying, and canceling orders while providing clear updates on shipping and delivery.
* Resolve Issues Thoughtfully
Address concerns, questions, and escalations calmly and confidently, partnering with internal teams when needed.
* Build Product Expertise
Learn our products inside and out to confidently guide customers and suggest complementary items when appropriate.
* Document & Personalize
Accurately log customer interactions and preferences in our CRM to support personalized service and long-term loyalty.
* Represent the Brand
Communicate with a tone that reflects our brand's quality, professionalism, and attention to detail in every interaction.
* Support the Team
Assist in other duties and projects as needed.
What We're Looking For:
* Experience in customer service (retail, hospitality, luxury, or call center experience is a plus-but not required).
* Strong communication skills, both written and verbal.
* Comfort working across phone, chat, and email.
* Attention to detail and pride in delivering accurate, high-quality work.
* Problem-solving skills and the ability to stay composed in fast-paced situations.
* Willingness to learn product details and systems quickly.
* Ability to manage multiple tasks and work collaboratively with a team.
* Flexibility to support business needs during peak times.
Why You'll Love Working Here:
* Join a respected brand that values quality, service, and teamwork.
* Work in a supportive, collaborative, in-office environment.
* Grow your skills in customer experience, communication, and product knowledge.
* Help create memorable experiences for customers who truly value great service.
About Lumens:
As North America's premier destination for design aficionados, architects, interior designers, and contract professionals, Lumens offers a discerning edit of modern lighting, furniture, and décor. Sourcing more than 400 of the most exceptional international design brands, our curated product assortment features iconic European collections as well as niche artisan creations. Our team includes certified interior designers and ALA-certified product specialists, and we're looking for fellow design enthusiasts to join our team.
Since June 2021, Lumens has been part of Flos B&B Italia Group, a leading global high-end design group operating a portfolio of legacy brands in the world of luxury furnishings and lighting. Driven by a purpose of "We design for a beautiful life," the Group includes some of the most distinctive European cultural heritage products and designs for the planet, people, and culture. The Group includes FLOS, B&B Italia, Louis Poulsen, Maxalto, Arclinea, Azucena, FENDI Casa, Audo Copenhagen, and Lumens.
Commitments:
People are at the heart of our business. We strive for an empowering and positive culture and working environment for our people. Therefore, creating a strong, diverse and inclusive team is essential for Lumens. For us, your expertise and motivation matter most.
Location: Sacramento, CA - This is an in office role
Compensation: $20/hr.
Benefits: access to health benefits + 401k + 3 weeks annual paid time off
$20 hourly 27d ago
Psychic Telephone Readers
Psychic Link 4.0
Customer support representative job in Sacramento, CA
Render services from home by phone. Psychic Telephone Readers jobs available for quailed and professional Psychic and Tarot advisors on an elite professional 800 Phone line. Good pay, raises, no hold times, fair contract. Serious responses only.
$29k-55k yearly est. 2d ago
Insurance Customer Experience Representative
Jeff Beck Allstate Agency
Customer support representative job in Elk Grove, CA
Job DescriptionThe Customer Experience Representative at Jeff Beck Allstate Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales. Opportunity:
Start or continue a career with long term growth potential. Throughout the last year, insurance was considered an essential business and our business did not slow down.
Work in a small office environment interacting with our customers and prospects via phone, email, text and in person.
Our customers appreciate what we can do for them by providing and servicing their insurance needs. You can be a part of this.
Earn a competitive base salary, monthly and annual bonuses, PTO, fully paid health insurance and retirement savings.
Ongoing training.
Responsibilities:
Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Actively prospect and solicit increases in existing client coverage as well as network for new clients, including win backs.
Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support.
Support and prepare clients for renewal and retention, and maintain strong client relationships.
Anticipate, respond to, and follow up on all existing client needs.
Qualifications:
Obtain and maintain a California Personal Lines or Property/Casualty Broker Agent license.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.
Benefits/Perks:
Competitive Pay
Professional Development
Job Stability in a growing industry
Compensation: $18.00 - $20.00 per hour
Becoming an Insurance Professional
Insurance Professionals go by many names: Brokers, Agents, Underwriters, Claims Representatives, Adjusters, etc. No matter the name, what they all have in common is a calling to help prepare people for the future.
Here at Jeff Beck's Allstate Agency in Elk Grove, CA, we have, for over 17 years, been serving our customers in Elk Grove, Sacramento, the surrounding areas and across the state. We help our customers manage risk by insuring their cars, homes, personal property, motorcycles, boats, small businesses and their family's financial future.
As a member of our team you will work with our customers and the insurance companies we represent to provide excellent customer service.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of the agency. All inquiries about employment at this agency should be made directly to the agency location, and not to NAPAA.
$18-20 hourly Auto-Apply 60d+ ago
Spa Reservationist
Appellation Lodi
Customer support representative job in Lodi, CA
Full-time Description
The Spa Reservationist serves as a warm, professional point of contact and a vital communication link between guests, spa staff, operations, and other facility departments. This role is responsible for managing all incoming reservation calls with efficiency, accuracy, and professionalism, including booking appointments, processing cancellations, and responding to inquiries regarding services, facilities, group bookings, and special promotions.
The Spa Reservationist delivers exceptional customer service while maximizing spa occupancy and revenue through effective scheduling and guest engagement. This position also requires clear and consistent communication with Spa Management and the Concierge team, ensuring all guest information, reservations, and group details are accurately recorded and maintained.
This is a full-time position that requires flexible availability, including weekends and holidays.
Job Responsibilities include but not limited to:
Responsible for coordination and booking of Spa services
Having the knowledge to answer all inquiries pertaining to the spa services and products, making appointments and scheduling therapists
Upsell services, packages, and specials.
Communicate and explain all Spa policies and procedures to guests
Check, respond and follow-up to all voice and email messages.
Review all reservations booked since your last shift for any errors.
Take calls from groups to arrange and complete group spa appointments.
Make sure each guest treatment is entered into Resort Suite correctly and all information should be current and verified with guest
Resolve any discrepancy on appointments prior to guest arrival. Seek Spa Management assistance, if needed.
Make all Spa Confirmation calls 36 hours before scheduled appointment, including all required information (i.e., amenities, early arrival, cancellation policy, etc.)
Check waitlists
Maintain a positive, friendly, caring, and helpful attitude with guests and all team members at all times
Assist the reception area with guest requests, check-ins, and check-outs, and selling retail products, as needed.
Assist with Spa Attendant Duties, as needed, including laundry, inspection and maintenance of the locker rooms, tranquility room, and courtyard
Work directly with the Spa Management for any downtime activities or projects
Compensation & Benefits:
Pay: $19.00 per hour
Medical
Life Insurance & EAP
401(k) Matching
Aflac Supplemental
Team Member Discounts
GROW WITH US
Appellation is a culinary-focused hotel company that embraces authenticity and locality in everything we do. We believe in the power of regional character, community, and culture to create exceptional experiences for our guests. Appellation gathers the best from each of our destinations to nurture the growth of the next generation of hoteliers and culinarians. Every element of an Appellation experience is true to place, thoughtfully composed, and crafted with the highest regard to quality.
Appellation Lodi - Wine & Roses Resort and Spa offers the perfect setting for romantic getaways, special occasions, business events, and more. As San Joaquin's leader in hospitality and culinary excellence, we provide a strong team atmosphere and career growth opportunities in various fields, including hotel industry, culinary arts, event planning, spa & wellness, administration, and management.
Visit ********************************************************* to learn more about our resort.
Requirements
At least 1 year customer service experience specifically scheduling appointments
Possess professional telephone etiquette for purposes of booking appointments and handling guest requests
Ability to communicate and describe in an articulate manner the spa offerings and their benefits.
Be able to make sound decisions by anticipating guest needs
Ability to handle multiple tasks simultaneously; phones, bookings and requests, checkouts, etc., while maintaining the highest level of customer service
Possess general accounting skills as required for cash and credit transactions and daily closeout paperwork
Maintain an understanding and knowledge of the spa industry.
Must be able to type/write in a proficient manner to ensure a quality and timely product.
Computer literate and complete all transactions and requests accurately
Efficiently utilize computer equipment and fax machine to complete all transactions and requests.
Ability to focus attention on details.
Ability to prioritize, organize and follow up on tasks
Must maintain confidentiality of guest information
Be able to handle guests' complaints in a courteous and professional manner and stay calm under pressure
Salary Description $19.00 per hour
$19 hourly 42d ago
Advisor Development Program Client Associate
Bank of America Corporation 4.7
Customer support representative job in Sacramento, CA
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Job Description:
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Displays confidence working as a self-starter in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven growth mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Proven ability to assess needs of and recommend appropriate solutions
Proven ability to work both collaboratively on a team with key partners and independently
Proven ability to listen and probe for clarity and understanding
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Strong follow-through skills
Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of work experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Job Responsibilities:
Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Trade Operations Management
Administrative Services
Client Investments Management
Emotional Intelligence
Referral Identification
Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$44k-53k yearly est. 6d ago
Learn more about customer support representative jobs
How much does a customer support representative earn in Rocklin, CA?
The average customer support representative in Rocklin, CA earns between $34,000 and $56,000 annually. This compares to the national average customer support representative range of $29,000 to $47,000.
Average customer support representative salary in Rocklin, CA