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  • Member Experience Associate

    AAA Northern California, Nevada & Utah 4.1company rating

    Customer support specialist job in Elk Grove, CA

    Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401 k Matching $1 for $1 company match up to 6% of eligible earnings per pay period. Benefits Medi Associate, Experience, Member Services, Customer Service, Product Sales, Operations, Automotive, Business Services
    $31k-47k yearly est. 5d ago
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  • Customer Service Representative

    Apoyo Financiero Inc.

    Customer support specialist job in Stockton, CA

    Apoyo Financiero is a fast-growing specialty lender serving underbanked communities across California. We have served over 30,000 clients, funded more than $300 million in loans, and operate through 26+ offices with 140+ employees. Our mission is to improve the lives of our clients, employees, and the communities we serve by providing access to fair credit and a pathway into the formal financial economy. Our success is driven by our people. We are committed to fostering professional growth through training, clear internal career pathways, and opportunities for advancement. 98% of our leadership roles are filled internally, reflecting our long-term investment in our team members. Apoyo Financiero operates within one of the most highly regulated financial and labor environments in the United States-California. We are subject to oversight by federal and state regulatory agencies, including the California Department of Financial Protection and Innovation (DFPI), reinforcing our commitment to transparency, accountability, and responsible business practices. We are also a certified Community Development Financial Institution (CDFI)-one of only 117 CDFIs in California-a designation that recognizes our commitment to responsibly serving the underbanked Hispanic community through fair, transparent, and ethical lending practices. In addition, we maintain strong Wage and Hour compliance standards, supported by company-wide training, clear timekeeping practices, and ongoing education aligned with California labor regulations. We believe fair pay and respect for employees' time are fundamental to a healthy and respectful workplace. Employees at Apoyo Financiero can expect a professional environment built on integrity, accountability, teamwork, and respect-where doing things the right way is part of who we are. THE OPPORTUNITY We are seeking success driven customer service team players. If you have a passion for financial and lending services and working with the public, we would like to offer you the needed training for your professional growth in the lending industry. Our goals are achievable and we'll give you all of the training required to know what to do. We work hard but have fun, so if you're resilient, a self-starter and able to build rapport, we'd love to hear from you. This is not a remote offer position. Your role: Meet the company sales goals by making our company known, sell our products and get prospects in influence of the Branch. Customize financial solutions that meet clients needs and financial goals. Appropriately apply all available collection procedures and payment alternatives to minimize delinquency and credit losses. GENERAL REQUIREMENTS (Our ideal candidate) Experience in sales and collections preferred. Minimum 1 year of customer service experience, (Retail, Sales, Financial Services). Service-oriented and able to resolve customer grievances. Strong phone presence and experience dialing multiple calls per day Bilingual (English/Spanish). Numeric data skills and accuracy with computer (typing speed 40 wpm minimum). Self-motivated and a strong desire for professional growth Open to receive constant feedback and willing to become an expert on credit business. High School diploma or College preferred. BENEFITS The base hourly rate for this position is $19.00 - $20.00. The hourly range is specific to the location of this job posting, and according to education level and experience level. Medical benefits. 401(K) Retirement plan. Generous PTO paid holidays paid sick days paid bereavement days for direct family members paid vacation days An inspiring career path that will benefit you, your family and your community. Growth and training career opportunities into leadership roles. $350 Employee Referral Bonus POSITION Non Exempt Positions. Two days off per week including Sundays. This is not a remote position offer We are an Equal Opportunity Employer Apoyo Financiero participates in the Internet-based employment eligibility verification system E-Verify operated by the U.S. Citizenship and Immigration Services. We're committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.
    $19-20 hourly 7d ago
  • Client Associate

    Arthur J. Gallagher & Company 3.9company rating

    Customer support specialist job in Walnut Creek, CA

    The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role rep Client Associate, Client Service, Associate, Client Support, Benefits, Client Relations, Retail, Insurance
    $46k-71k yearly est. 3d ago
  • Client Specialist - Livermore

    Theory 4.4company rating

    Customer support specialist job in Livermore, CA

    At Theory, we create clothes that matter, that empower and improve the way we live through exceptional fit, fabric, and style. In 1997, Theory was founded in New York on the simple idea that stretch fabrics in tailored clothing could change how we dress and live. Two decades later, we continue to perfect our offering of elevated wardrobe essentials for the ambitious, urban man and woman. From sourcing materials from the best mills in the world, to the innovation and craftsmanship at our atelier in New York's Meatpacking District, the integrity of our process is just as important as our final product. In 2004, Theory was acquired by Fast Retailing, spurring international expansion of the brand. Operating 440 stores worldwide, today Theory is a New York brand with a global mindset. Our customers dream big, achieve goals, and aim for perfection. So do we, and so do our clothes. The Client Specialist is responsible for partnering with the store leader to achieve store sales and maximize profitability through effective management of the store team and implementation of company policies. The Responsibilities: Demonstrate strong business acumen through KPI's; partnering with the store leader to develop and support business driving strategies inclusive of analyzing available sales reports and data. Partner with the store leader to propose events/incentives that will continue to grow the customer base, with particular emphasis on building the local market. Ambitious; proactively seek to exceed/achieve customer expectations to secure an annual $1 million book. Act as a Brand ambassador; an expert in product and craftsmanship. Partner with the SSC CRM team to curate and produce client lists to ensure Tulip Influenced Sales. Continuously seek to enhance customer journey, provide expert knowledge of brand history, product and Theory for Good commitments. Manage client databases; ensure the team maintains constant client communication through utilizing their clienteling tools. Resolve all client problems and complaints quickly and effectively. Partner with SSC to drive VOS initiatives i.e. GWP & retail event marketing. Demonstrate strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful. Actively participate in community/store activities. The Essentials: 5-7 years of proven experience of working in a similar position ideally for a premium or luxury brand. Mandarin Chinese language fluency strongly preferred KPI focused, experience of driving sales to meet or exceed commercial targets. Dynamic interpersonal and communications skills, both verbal and written. Highly- motivated by driving business in a fast-paced, innovative environment. Business owner mindset with an entrepreneurial spirit; able to confidently make and suggest solutions, driving change where appropriate. Independent work ethic, time management skills, and personal accountability. Computer skills to operate a point of sale system, experience with teamwork is a plus. Demonstrable experience of partnering with corporate stakeholders such as Buying and Merchandising, Communications, HR, and Finance. Demonstrable customer management experience, able to drive clienteling initiatives and customer experiences to meet commercial expectations. Working knowledge of (list computer programs we use and spreadsheets). Salary range: $21/hr - $23/hr* *The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position. As an Equal Opportunity Employer, Fast Retailing does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law. For information regarding how we handle your personal information and to exercise your rights under the California Consumer Privacy Act, please see our Privacy Policy at Theory.com and Helmutlang.com. Ensure your Theory job offer is legitimate and don't fall victim to fraud. Theory never seeks payment from job applicants. Feel free to ask your recruiter for a phone call or other type of communication for an interview and ensure your communication is coming from a Theory or sister company email address. For added security, where possible, apply directly through our job posting.
    $23 hourly 22h ago
  • Advisor Development Program Client Associate

    Bank of America Corporation 4.7company rating

    Customer support specialist 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. 7d ago
  • Warranty Administrator & Customer Relations Specialist

    Mazda Infiniti Roseville

    Customer support specialist 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 Service Agent Part Time

    American Airlines 4.5company rating

    Customer support specialist 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 56d ago
  • Customer Support Rep

    CABS Heating & Air Conditioning

    Customer support specialist job in West Sacramento, CA

    Role: Customer Support 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 Customer Support 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 CUSTOMER SUPPORT 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 Customer Support Rep position today!
    $19-23 hourly 60d+ ago
  • 988 Contact Specialist

    Contra Costa Crisis Center 3.7company rating

    Customer support specialist job in Walnut Creek, CA

    988 Contact Specialist (Call) Location: Walnut Creek, CA - On-site, Full-time or Part-time Compensation Range: $25-$28/hour, Non-Exempt Opportunities for pay increase following successful completion of training and tenure milestones. Shifts Available: Evening, Night, Overnight/Graveyard About Contra Costa Crisis Center The Contra Costa Crisis Center strengthens our community by providing 24/7 services that prevent and reduce the impact of crisis. Through 988, 211, Grief Services, and coordinated partnerships with health and behavioral health systems, we connect people in need to compassionate care and life-saving support every day. Position Summary The 988 Contact Specialist responds to calls, texts, and chats from individuals seeking emotional support, crisis counseling, or suicide prevention assistance. Working as part of a collaborative team in our 24/7 call center, Contact Specialists help people in distress feel heard, supported, and safely connected to appropriate resources. This position reports to the Shift Supervisor and/or Center Manager and requires an on-site presence in Walnut Creek, CA. Key Responsibilities · Respond to 988 calls on the National Suicide Prevention Lifeline & 988 CA Text Line platform. · Provide compassionate, clinically informed crisis counseling to reduce distress and support caller safety. · Maintain accurate, timely documentation and uphold confidentiality standards. · Respond to after-hours community lines as assigned. · Build rapport with callers while maintaining professional boundaries. · Collaborate with peers, volunteers, and supervisors to ensure high-quality service delivery. · Engage in ongoing training, supervision, and certification (including American Association of Suicidology requirements). · Support and coach volunteer crisis counselors from a multicultural and inclusive perspective. Required Qualifications · Commitment to working within Contra Costa Crisis Center's Code of Ethics and organizational policies. · Experience and demonstrated ability to work effectively with racially, culturally, and economically diverse populations. · Strong verbal and written communication skills, including the ability to apply the structure of a crisis call using transitional phrases. · Proficiency with computers, databases, and online communication tools. · Demonstrated personal accountability, emotional maturity, and team participation. · Ability to direct callers to appropriate non-law-enforcement resources. · Willingness to develop knowledge in trauma-informed care, grief and loss, mental health conditions, and boundary setting. Strongly Preferred · Bachelor's degree in psychology, social welfare, counseling, or related field. · Spanish language fluency (spoken and written). · Flexible schedule with evening, weekend, and holiday availability. Compensation & Benefits Hourly Rate Range: $25-28/hour. Opportunities for pay increase following successful completion of training and tenure milestones. Comprehensive benefits package for eligible employees including medical, dental, vision, life, AD&D, LTD, paid vacation, holidays, sick time, and a 403(b) retirement plan. Equal Employment Opportunity Statement Contra Costa Crisis Center is an equal opportunity employer committed to treating all people with dignity and respect. We value the diverse experiences and perspectives that strengthen our ability to serve the community. To Apply Submit your application, resume, and responses to screening questions through GetHired. Applications will be reviewed on a rolling basis until positions are filled. View all jobs at this company
    $25-28 hourly 14d ago
  • Full Time Customer Service Officer - $22.66/hr (#726)

    Sunstates Security 3.8company rating

    Customer support specialist 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 28d ago
  • CPC Processer Customer Support

    Datavant

    Customer support specialist 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 Customer Support 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 7d ago
  • Community Service Specialist I

    California State University System 4.2company rating

    Customer support specialist job in Sacramento, CA

    Working Title: Community Service Specialist I Classification Title: Community Service Specialist I Posting Details Priority Application Date: Monday, January 19th @ 11:55pm PST (Posting will remain open until filled) Hiring Preference Eligible on-campus applicants in California State University Employees Union (CSUEU) Bargaining Units 2,5,7, and 9 will be given first consideration in the recruitment. Note to Applicants This posting is for the recruitment of multiple, full-time Community Service Specialist I positions. Apply today! Position Summary Under the general supervision, the Community Service Specialist have varying levels of responsibility for security services, public safety support, parking support and related community support services. Incumbent will perform security and related public safety support assignments involving patrolling grounds, facilities, buildings, Police Service Center and parking lots. Support may be provided to the public safety communications and records functions. Day-to-day work is performed independently under general supervision with closer supervision for new or more complex/sensitive assignments. Assignments involve the regular use of judgment and discretion to solve problems and address situations. Course of action are guided by established protocols requiring limited interpretation of policies. Assignments involve ongoing interaction with the campus community, the general public, and campus and community law enforcement. Interaction often requires tact and discretion. FLSA: Non-Exempt (Eligible for overtime compensation) Anticipated Hiring Range: $3,680 per month (Step 1) CSU Classification Salary Range: $3,680 per month (Step 1) - $5,310 per month (Step 20) Salary step placement will be determined based on relevant qualifications and professional experience. Best-in-class Benefits: Click here to learn more CSU Total Compensation: Click here to learn more Salary Grade/Range: 1 Recruitment Type: Regular (Probationary) Time Base: Full-Time Work Hours: Hours vary and may include weekends. Possible shifts may include: 7:00am-3:00pm, 8:00am-5:00pm, or shift differential 2:00pm-10:00pm Department Information The mission of the Sacramento State Police Department is to protect the life, property, and peace of mind of the students, faculty, staff and visitors of this university. Our greatest asset in furtherance of this mission is our department members who work as a combined force in collaboration with the campus community. Our department adheres to the highest standards of ethics, integrity and service, understanding our collective responsibility in upholding the noble reputation of the law enforcement profession. Minimum Qualifications Entry to the first level within this classification requires high school level reading and writing abilities and possession of a California Driver's License. The nature of the duties may also require successful completion of a background check, physical and psychological exam and/or the ability to attend Police Officers Standards & Training (P.O.S.T.) programs related to public safety support and dispatch activities. Knowledge of and the ability to learn how to use the applicable public safety related equipment and systems are essential. High school diploma or equivalent and three to six months related experience would normally achieve these entry qualifications. Required Qualifications * Ability to learn applicable procedures and regulations related to campus security, public safety, and parking. * Ability to use and learn alarm and radio systems. * Ability to recognize and respond appropriately to potential hazardous or crime situations. * Ability to observe and recall details and incidents. * Ability to act and resolve parking and traffic problems. * Ability to write standard incident reports in a clear and concise manner. * Ability to communicate in a clear and concise manner under stress and non-stress situations. * Ability to interact effectively with a wide range of individuals including the campus community, general public and law enforcement personnel. * Ability to handle sensitive situations with tact and confidentiality * Ability to work independently and utilize sound judgement * Possess problem solving and conflict resolution skills * Possess good customer service skills Other * Possess valid driver's license and maintenance of good driving record * Ability to work various shifts including nights, weekends, and holidays Conditions of Employment * Ability to pass background check Preferred Qualifications * Six months previous police/security/military law enforcement training and/or experience preferred. * Successfully completed or ability to complete the Defensive Driver Training Program provided by the State of California for CSU campuses and pass the exam. * Experience working with radios, camera systems, alarms and/or other emergency signaling devices. Required Licenses/Certifications Valid California Driver's License and maintenance of a safe driving record. Documents Needed to Apply Resume and cover letter. Failure to upload required documentation may result in disqualification. Sacramento State is located in the heart of California's capital city, five miles from State Capitol. The lush, 300-acre campus is situated along the American River, close to numerous bike trails and other recreational areas. Sacramento, also known as the "Farm-to-Fork Capital," is one of the most ethnically diverse and livable cities in the country, with a population of half of a million. Sacramento State proudly serves as a Hispanic-Serving Institution (HSI), Asian American and Native American Pacific Islander-Serving Institution (AANAPISI), and is recognized by the California Legislative Assembly as a Black-Serving Institution. The university enrolls around 31,000 students from the Greater Sacramento Region, throughout California, across the nation, and around the world. Our 1,800 faculty and 1,500 staff are committed to meeting our mission: "As California's capital university, we transform lives by preparing students to lead, serve, and succeed. Sacramento State will be a welcoming, caring, and inclusive leader in education, innovation, and engagement." As the regional hub of higher education, Sacramento State is dedicated to learning and student success; teaching, research, scholarship and creative activity; justice, diversity, equity and inclusion; resource development and sustainability; dedicated community engagement, and wellness and safety. As evidenced by the values embedded in our Hornet Honor Code, Sacramento State is committed to creating an inclusive environment where all faculty, staff, students, and guests are welcome and valued. Our commitment is more than simply ensuring that our campus is free from bias and discrimination, but is one devoted to celebrating many diverse identities, life experiences, and perspectives that enrich our community, teaching and learning. To learn more about why you should join the Hornet Family, please visit the Why Sac State? page. Equal Employment Opportunity California State University, Sacramento is an Affirmative Action/Equal Opportunity Employer and has a strong institutional commitment to the principle of diversity in all areas. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, sex, gender identity/expression, sexual orientation, pregnancy, genetic information, medical condition, marital status, veteran status, or disability. Sacramento State hires only those individuals who are lawfully authorized to accept employment in the United States. It is the policy of California State University, Sacramento to provide reasonable accommodations for qualified persons with disabilities who are employees or applicants for employment. If you need a disability related reasonable accommodation as part of the application and/or interviewing process, visit *********************************************************************************************************** The University is committed to creating an education and working environment free from discrimination, sexual harassment, sexual violence, domestic violence, dating violence, and stalking. For more information on mandatory training for new employees, visit ***************************************************************************************************************** Jeanne Clery Campus Safety Act Notification: Pursuant to the Jeanne Clery Campus Safety Act, the current Annual Security Report (ASR) is available for viewing at ************************** . The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Sacramento State for the last three (3) calendar years. Paper copies are available upon request by emailing the Clery Director at **************. Under the Clery Act, this position may be designated as a Campus Security Authority (CSA) depending upon the role on campus and/or job duties. If this position is identified by the Director of Clery Compliance as a CSA position, you will be notified via email and will be assigned the appropriate training in CSU Learn. Background Check Disclaimer A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with California State University, Sacramento. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University, Sacramento employees who apply for the position. Out of State Employment Sacramento State University, as part of the CSU system, is a State of California Employer. As such, the University requires all employees (up)on date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Eligibility Verification Candidate must furnish proof of eligibility to work in the U.S. California State University, Sacramento is not a sponsoring agency for staff and management positions (ie. H-1-B Visa). Note to Applicants: Possession of the minimum qualifications does not guarantee an interview unless required by collective bargaining agreement. Advertised: Dec 22 2025 Pacific Standard Time Applications close:
    $3.7k-5.3k monthly Easy Apply 36d ago
  • Client Specialist

    Barry's 3.7company rating

    Customer support specialist job in Walnut Creek, CA

    About the Role Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar. What You'll Do Front Desk Responsibilities: Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time Assist clients, building individual connections, and providing direction with any questions or concerns Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner Deliver first class client experience at all times Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed Guide clients with regards to the latest studio promotions, membership discounts and/or special events Maintain product knowledge for all studio retail operations Participate in all relevant training and development programs and meetings as directed by Operations leaders Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements Fuel Bar Responsibilities: Deliver quality protein smoothies and customer service in the Fuel Bar Handle pre-orders and orders on the spot, custom to each client's needs Assist clients with questions and product selection Complete client's orders in a timely manner utilizing a POS transaction Maintain fuel bar department areas clean and sanitized Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy Prepare various fuel bar goods following company recipes Facility Maintenance: Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors Support in cleaning and maintaining of locker rooms to brand standard as directed Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas Conduct small studio repairs when appropriate Laundry services, including collecting, washing, and folding towels Adhere to daily and weekly cleaning and maintenance checklists Customer Service: Ensure all existing and new clients are provided with the highest level of hospitality Maintain client database and utilize information to increase client contact Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools Qualifications Strong hospitality skills and alignment with Barry's Mission, Vision and Values. Ability to work either a full-time or part-time schedule Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. Friendly, outgoing personality and enjoy social interaction Exhibits enthusiasm for the studio and for the job Must be a patient, courteous listener, able to show empathy Responding to clients request with a can-do attitude Cooperative manner with a focus on team culture. Ability to prioritize and work within a fast-paced environment Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment Have an eye for detail and care for the studio's appearance and cleanliness Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness Maintain a professional appearance and behavior Demonstrate excellent communication skills Candidates must be at least 18 years or older to apply
    $43k-69k yearly est. 21d ago
  • Customer Success Executive

    Lumen 3.4company rating

    Customer support specialist job in Sacramento, CA

    Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future. **The Role** The **Customer Success Executive** is a customer-facing role that ensures our largest customers are wildly successful in delivering on their critical business objectives through leveraging their current Lumen solutions. This is accomplished by viewing our products from the customers' perspective, monitoring early indicators of customer health, proactively addressing their concerns, and helping them better use our technology to meet their corporate goals and objectives. With established trust and loyalty, this role seeks to naturally progress and expand the partnership through identifying potential up-sell and cross-sell opportunities and engages sales accordingly. **The Main Responsibilities** + Build **long-term, value-based relationships** with decisionmakers and influencers to understand the customer's landscape and establish loyalty + **Manage overall customer metrics** , including usage data, health indicators and renewal dates to align with customer objectives + Evaluate **product and portal** **adoption maturity level** to address roadblocks and provide best practices and a prescriptive approach to address needs + Construct and implement a **customer success plan** across all steps of the lifecycle, setting expectations for each milestone, ensuring personalized value, and driving positive customer experience to achieve desired outcomes + **Recognize opportunities for expansion** based on knowledge of the Lumen portfolio, partnering with sales as necessary + Implement **revenue management practices** driving accountability and goal alignment, revenue retention and growth strategies including value realization, renewal execution, risk management and customer growth + **Manage risks to customer success,** identify root causes, define and activate solutions, and deploy cross-functional support to resolve + Partner with sales, delivery & support to set proper expectations and ensure **successful deployment of solutions and services** + Responsible for defining and executing **renewal strategy** via clear alignment of customer priorities and roadmap, incorporating on-net migrations, managing writedowns positively impacting Lumen profit margins **What We Look For in a Candidate** + Experience: 7+ years customer success or account management experience + Education Level: Bachelor's Degree or equivalent work experience + Experience in working with complex, Fortune 500, multi-divisional, international customer + Comfortable presenting, consulting, and advising at C-level and other executives + Assertive verbal and written communications skills with ability to build strategic relationships (deep and wide) within organizations + Ability to work closely with the customer and effectively negotiate directly with the customer and internally on their behalf + Strong analytical skills with the ability to translate data into customer insights and leverage with customer engagement strategies + Experience in collaborating and guiding cross-functional teams (e.g. Sales, Product, Marketing, Service Delivery) + Brings strong technology and data networking knowledge with technical aptitude to stay current in evolving technology sector + Effective and confident decision making based on business and financial principles + Working knowledge of MS Office suite **Compensation** This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. Location Based Pay Ranges: $86,825 - $115,763 in these states: FL Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process. Learn more about Lumen's: + Benefits (**************************************************** + Bonus Structure \#LI-Onsite **What to Expect Next** Requisition #: 341108 **Background Screening** If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. **Equal Employment Opportunities** We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. **Disclaimer** The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
    $33k-39k yearly est. 1d ago
  • Insurance Customer Experience Representative

    Jeff Beck Allstate Agency

    Customer support specialist 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
  • Reservationist

    Transdevna

    Customer support specialist job in Concord, CA

    Transdev is actively seeking a transportation dispatcher for their Paratransit service in the Concord locations. We are looking for qualified dispatchers who can provide excellent customer service to both our passengers and our drivers. Join Transdev and become a part of the largest private-sector operator of transportation in North America one that cares about its employees, passengers and the communities they serve. Position Subject to Collective Bargaining Agreement: + $19.60 - $23.89 (Union Collective Bargaining Agreement Payscale) + Starting pay $19.60 with progression to $23.89 over 5 years. Benefits include: + Vacation: up to 14 days per year + Sick days: 5 days + Holidays: 8 days; 6 standard and 2 floating + Other standard benefits: 401(k) retirement plan, medical, dental and vision, life insurance, short-term disability, voluntary long-term disability. Responsibilities + Answers customer calls and inputs all customer trip requests using a computerized scheduling system. + Provides accurate responses to callers' questions about schedules, trips and other questions using information made available to the agent + Accurately schedules trips through specialized software, in accordance with Americans with Disabilities Act (ADA) provisions and company requirements; determine if trip is to be scheduled by pick up time or by arrival/appointment time; inform customers accordingly + Provides transit information to passengers; providing friendly, professional customer service interaction; answers calls from clients and schedule services + Monitor call wait time, and number of calls in queue; efficiently address customers' needs so other customers can be helped + Enters new customer information or changes into the system. + Follows rules and regulations of the Company; follows instructions of management and supervisors + Adheres to all regulations related to the Americans with Disabilities Act (ADA) + Maintains confidentiality of passengers' information + Maintains a clean and well-organized work area Qualifications Education, Licensing, and Certifications: + High school diploma or equivalent, such as GED, required Experience: + One to two years of dispatch and/or customer service experience preferred Skills and Knowledge Required: + Ability to organize logical and efficient schedules and routes and adapt to changes + Ability to read, comprehend and understand a map + Ability to read, understand, and interpret transit system operating rules, regulations, policies, phases and routes + Ability to assist handicapped passengers when needed + Working knowledge and proficiency with Microsoft Word, Excel and PowerPoint programs + Strong written and oral communication skills + Clear speech and pleasant phone demeanor + Ability to use a multi-line phone system and handle multiple tasks concurrently + Ability to interact professionally with internal and external customers on all levels and be able to work well with diverse groups + Will be cross trained as Reservations for coverage purposes Physical Requirements: + Must be able to work shifts or flexible work schedules as needed. + Majority of work is accomplished indoors and in air conditioned or well-ventilated facilities + Majority of work is accomplished in an office or in a cubicle space equipped with a telephone and computer. + The employee is generally subjected to long periods spent sitting, typing, or looking at a computer screen. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact ******************** Drug-free workplace: Transdev maintains a drug-free workplace. Applicants must: + Be eligible to work in the United States without requiring sponsorship now or in the future (if based in the U.S.). + Successfully pass a pre-employment drug screen. About Transdev: Transdev is the largest private sector operator of multiple modes of passenger transit in North America, providing bus, rail, paratransit and shuttle services. We manage over 200 transportation contracts for cities, transit authorities and airports, providing safe, sustainable, and innovative mobility solutions. Our mission is to improve public transportation, to enhance quality of life and contribute to a more sustainable environment. For more information, please visit our website at ******************* The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status or any other classification protected by federal, state, or local law. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is the largest private sector operator of multiple modes of passenger transit in North America, providing bus, rail, paratransit and shuttle services. We manage over 200 transportation contracts for cities, transit authorities and airports, providing safe, sustainable, and innovative mobility solutions. Our mission is to improve public transportation, to enhance quality of life and contribute to a more sustainable environment. California applicants:Please Click Herefor CA Employee Privacy Policy. Job Category: Call Center / Dispatch / Reservationist / Scheduler Job Type: Full Time Req ID: 6412 Pay Group: DP0 Cost Center: 680 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law. Drug-free workplace If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check. California applicants: Please Click Here for CA Employee Privacy Policy. About Transdev Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at ************************* or watch an overview video.
    $19.6-23.9 hourly 37d ago
  • Customer Experience Representative

    Lumens Integration

    Customer support specialist job in Sacramento, CA

    The Opportunity: As a Customer Experience Representative, you'll be the voice of our brand-supporting customers 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 support customers across phone, chat, and email while helping create a consistently elevated and positive experience. What You'll Do: Support Customers 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 29d ago
  • call Center Specialist

    Folsom Chevrolet

    Customer support specialist job in Folsom, CA

    Job description Business Development Representative GROWING AUTOMOTIVE DEALERSHIP IS LOOKING FOR CALL CENTER SPECIALISTS. This position is responsible for assisting service customers with scheduling appointments, updates on vehicle statuses, and customer retention efforts. Specialists must maintain regular attendance and demonstrate exceptional phone skills. Successful candidates will be flexible, possess good organizational skills, and maintain outstanding attention to detail. Consumers services specialists must also demonstrate good time management skills, be self-motivated and possess good interpersonal skills. Specific duties include: · Handle inbound phone inquiries and web appointment requests from customers · Navigate through multiple computer applications with speed and accuracy · Maintain a high level of world class customer service/professionalism to all customers · Recommend additional products that best suit the customer · Accept and implement coaching and feedback in order to achieve individual and team performance goals · Other duties as assigned Candidate requirements: · High school diploma or equivalent required · Previous customer service experience required · Call center experience highly preferred · Excellent verbal and written communication skills · Proficient computer abilities In addition to a competitive hourly rate of pay, representatives may qualify for department bonus incentives. Business Development Representative Job Title: Business Development Representative Reports to: BDC Manager SUMMARY The Business Development Representative focuses on increasing the service traffic of the dealership by receiving inbound service appointment calls and making outbound calls which produce solid and specific appointments for the service department. The BDR must be a friendly, articulate, enthusiastic, and self-motivated team player with outstanding communication skills, a positive attitude, and an excellent work ethic. DUTIES AND RESPONSIBILITIES · Follow the BDC scripts and guidelines on all inbound and outbound calls · Ensure that all calls presented are answered promptly and professionally · Ability to work well under pressure · Must possess strong organizational skills, time management skills, and the ability to multitask · Acquire a complete knowledge of service information related to the makes and models of the dealership · Develop proficiency with all features of the BDC Customer Relationship Management (CRM) software · Ensure that all information entered into BDC software is consistent and accurate · Maintain a current knowledge of coupons, direct mail pieces, and recall information · Develop a thorough understanding of and demonstrating adherence to the BDC and dealership policies and procedures · Consistently maintain daily, weekly, and monthly goals which correspond to the objectives of the dealer and your individual performance · Ensure that all outbound calls such as - not limited to - No Show, Confirmation, Marketing, Follow Up, and Task List calls are made in a timely and effective manner · Consistently meet the guidelines set for number of activities to be completed daily · Ensure that the appointments are set consistent with policy/evenly distributed and and set for the appropriate times and personnel · Demonstrate the ability to interact effectively with dealer personnel at all levels · Maintain strict confidentiality of confidential personal information for our customers · Perform other duties as assigned · Maintain a professional code of conduct at all times QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Business Development Representative Job Title: Business Development Representative Reports to: BDC Manager EDUCATION and/or EXPERIENCE High school diploma or general education diploma (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Must be proficient in Microsoft Office including Outlook, Word, and Excel and possess the ability to navigate through multiple windows and multiple software applications. Knowledge of Google Docs/Drive is beneficial. Must be able to work well with customers and work well under pressure. Must possess strong organizational and time management skills. Must also possess the ability to multitask. Will be trained on dealership computer systems. REASONING ABILITY Ability to apply common sense, understanding to carry out instructions furnished in written, oral, or diagram form. The individual must be able to deal with problems involving several concrete variables in standardized situations. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The individual will work at a desk in an office setting for most of the shift. S/he will spend several hours a day speaking to clients and internal staff selling, problem solving and making appointments. Professional personal appearance is required. NOTE This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions associated with the job. While this list is intended to be an accurate reflection of the current job, the dealership reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e., emergencies, changes in personnel, workload, rush job, or technological developments). Job Type: Full-time Salary: $15.50 - $18.00 per hour Expected hours: 40 per week Benefits: 401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance Supplemental pay types: Commission pay Work Location: In person
    $15.5-18 hourly 29d ago
  • Advisor Development Program Client Associate

    Bank of America 4.7company rating

    Customer support specialist job in Sacramento, CA

    Sacramento, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **:** **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.
    $44k-53k yearly est. 7d ago
  • Customer Service Representative

    Arthur J. Gallagher & Company 3.9company rating

    Customer support specialist job in Walnut Creek, CA

    Receives and responds to customer service inquiries both written and verbal. Follows-up on customer issues, researches problems and processes documents necessary to ensure a successful resolution. Provides accurate, valid and complete information by Customer Service Representative, Customer Service, Representative, Benefits, Workers Compensation, Retail
    $33k-42k yearly est. 3d ago

Learn more about customer support specialist jobs

How much does a customer support specialist earn in Lodi, CA?

The average customer support specialist in Lodi, CA earns between $34,000 and $69,000 annually. This compares to the national average customer support specialist range of $28,000 to $55,000.

Average customer support specialist salary in Lodi, CA

$48,000
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