Client Service Associate - Wealth Advisory Firm
Customer support specialist job in Santa Ana, CA
A fast-growing wealth advisory practice based in Orange County is seeking a Client Service Associate to support its advisors. This is an opportunity to join a firm where client service, professionalism, and growth are prioritized.
If you have a strong attention to detail and a passion for helping clients, this role might be for you. You'll work closely with senior team members and have a direct impact on the day-to-day operations of the firm.
Key Responsibilities:
Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support.
Respond promptly and accurately to all client inquiries.
Handle all client scheduling for meetings with investment advisors.
Maintain accurate records and documentation in accordance with regulatory requirements and firm policies.
Uphold compliance standards and contribute to operational best practices within the firm.
Required Qualifications:
4+ years of experience working in a wealth management firm in client relations.
Active Series 7 and Series 66 licenses.
Bachelor's degree in Business or Finance
Knowledge of financial services products, including equities, bonds, mutual funds, options, annuities, and managed accounts.
Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support.
Compensation & Benefits:
Salary range: $80k-$90k
Health coverage including medical, dental, and vision insurance.
Retirement Plan
Paid Time Off
Retirement Service Agent
Customer support specialist job in Riverside, CA
Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility. Be tomorrow's Secret Service.
During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.Conducting criminal investigations pertaining to financial obligations of the United States.
* Planning and implementing security designs for National Special Security Events.
This is no ordinary job, and our special agents are no ordinary individuals. Show us you have the talent and background we need, and we'll show you the rewards that come with being a special agent in the U.Carry and use a firearm. Maintaining firearm proficiency is mandatory.
Be at least age 21 at the time of application and less than age 37 at the time you receive a conditional offer of employment, unless you have previous service in a Federal Civilian Law Enforcement position covered by special law enforcement or firefighter retirement provisions, including early or mandatory retirement. Applicants with veteran's preference must receive a conditional offer of employment prior to reaching age 40 to continue in the application process.
You must obtain a Top Secret Clearance and retain it during your career.
Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye.
Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas.
Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.
By applying, you consent to your information being transmitted by Get It to the Employer, as data controller, through the Employer's data processor SonicJobs.
See United States Secret Service Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
Customer Operations Specialist
Customer support specialist job in Irvine, CA
Customer Operations & Satellite Planning (COSP) Specialist
Salary: $75,000 - $80,000
Schedule: Night Shift 10 PM - 6 AM
Fulltime/Onsite
My client is seeking a dynamic and detail-oriented Customer Operations & Satellite Planning (COSP) Specialist to join our growing team. In this role, you will ensure smooth order management and customer communications for our satellite imagery and analytics products. The ideal candidate is technically skilled in GIS/EO/SAR, excels in customer service, and thrives in a fast-paced, collaborative environment. This role plays a vital part in bridging internal technical teams and external customer needs, ensuring an outstanding customer experience from order submission to delivery.
Essential Job Functions and Desired Accomplishments
Manage orders from submission to delivery of the clients imagery and analytics products
Prepare comprehensive feasibility studies for satellite imagery acquisition
Plan satellite resources for acquiring SAR images
Conduct quality control of acquired SAR imagery
Manage direct communication with customers (by email, phone, or via live chat) to ensure customers are kept up to date with their order status, to deliver performance reporting/analysis, and to communicate any order updates to the customer
Improve overall customer experience and satisfaction by holding regular business review calls with the customers
Resolve customer questions and concerns
Coordinate/conduct service training to internal and external customers
Work closely with other teams (i.e. satellite operators, sales, analytics, product, software engineering) to resolve project and/or customer related issues
Improve processes and contribute to existing documentation
Report to management on key performance metrics and anomalies
Maintain competent understanding of the company's products, support, and services
Education/Qualifications/Certifications
Required:
• Bachelor's degree in Geography, Earth Science, Environmental Science, or related technical discipline
• 1-3 years of B2B customer service experience
• Familiarity with GIS and remote sensing concepts
• Strong communication skills and customer-centric mindset
• Attention to detail and high standards of accuracy
• Team player with strong interpersonal collaboration skills
• Comfortable working in a fast-paced, evolving scale-up environment
• Proficient in Microsoft Office and Windows OS
• Highly accountable and quality-focused
• Fluent in written and spoken English
• Ability to obtain U.S. Government security clearance
Preferred:
• Experience with SAR (Synthetic Aperture Radar) technology
• Familiarity with EO (Earth Observation) tools like SNAP
• Understanding of customer service metrics and performance reporting
• Proficiency in additional languages
Customer Support Representative
Customer support specialist job in Irvine, CA
Who we Are
Youtheory, located in Irvine California, is a leading manufacturer of health and wellness supplements including the award winning line of youtheory products which are sold in over 50,000 retailers worldwide. With over 200 years of combined service in the natural foods and supplement industry, Youtheory executives are committed to its mission of being a purpose built company that continually supports a wide range of charitable organizations both locally and globally.
Overall Responsibilities
To ensure that optimum customer service is obtained through accurate and professional utilization through e-mail, EDI, fax, customer call ins, invoicing, maintenance of customer files, pricing files, and professional liaison with the customers, internal sales & marketing team, and distribution.
Specific Key Responsibilities & Duties
Process all orders in a timely manner ensuring maximum unit fill, correct pricing, bonus items follow the promotional calendar, substitutions are made where necessary, communicate the delivery details to distribution and traffic, and follow up that the orders are shipped on time to meet the due dates
Liaise with production planning and CPFR when required to confirm stock availability for orders and manage order allocation
Answer all inquiries in a professional, congenial, and timely manner for the following purposes: placement of orders, reporting of damages, shipping errors, pricing errors, product availability, tracing of orders and new accounts
Maintain current knowledge of required documentation for international orders and 3'd party contracts
Liaise with Traffic/Customs Compliance for required document completion
Communicate to the accounts, Territory Managers, and Key Account Managers all pertinent
information regarding ship dates, back orders, discontinued items substitutions, etc.
Review all open orders to ensure they are kept current and prioritized daily
Liaise with 3'd party service providers by providing open order details and follow up to ensure that all orders can be filled and shipped within the required time frame to meet customers requested delivery dates
Review sales orders for invoice accuracy
Act as liaise with Sales Team on items including but not limited to, car stock, POP material, special reports, out of stock situations and launch date problems
As required ensure delivery and return of trade show materials and point of purchase material.
Review, approve and process claims from accounts for A/R posting
Working in compliance with the company's Health & Safety Policies/SOPs including but not limited to the Safety Responsibilities Procedure
Will comply with Good Manufacturing Practices in all GMP sensitive areas of Jamieson Laboratories Ltd. facilities
Other duties or projects as assigned
Knowledge, Skills & Abilities Requirements
Grade 12 or equivalent
Excellent interpersonal and communication skills (verbal and written)
Working knowledge of Word, Excel, Outlook, SAP, Xtuple/ERP would be considered an asset
Familiarity with both manufacturing and warehouse operations and transportation of consumer goods
Self-motivated, good organizational skills and a team player
Ability to communicate in a bilingual capacity would be a definite benefit, preferably in Spanish or French
Able to work in a fast-paced environment
Benefits:
Competitive salary, including discretionary performance-bases bonuses
Health Benefits (medical, dental, vision)
Life Insurance
401(k) Matching
Flexible Spending Accounts
Employee Assistance Program
Vacation Time
Employee Recognition Programs
Learning & Development
Work/Life Balance
Fun Company Events
Our Values
ACCOUNTABILITY: We do what we say. We take personal ownership for our work and actions and its impact on others and the business.
RESPECT: We do it together authentically and inclusively. We actively listen and engage each other, including diverse perspectives.
EXCELLENCE: We drive to high standard for product, people and planet. We challenge the status quo and bring forward innovative ideas in the continuous pursuit of quality.
AGILITY: We embrace change and act with flexibility. We welcome new ideas and feedback, swiftly incorporating them to improve our performance
SoCal JCB - Service Specialist
Customer support specialist job in Colton, CA
Company Profile
SoCal JCB is a highly successful, fast-growing business. We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.
Position Purpose
The Service Specialist is responsible for processing service department Work Orders and ordering/receiving parts. This position reports to the Service Manager.
Position Type: Exempt
Major Tasks, Responsibilities & Key Accountabilities
Interacts directly with customers, meet expectations, handles potential problem situations, customer satisfaction.
Reviews work orders for completeness and accuracy prior to customer billing
Submits all service warranty and Product Improvement Program claims within the required timeframe to receive maximum credit
Handles inbound service and parts inquiries
Research and places parts orders from JCB and various vendors
Handles all shop inquiries in an efficient and responsive manner.
Maintains parts inventory.
Researches and advises technicians of parts and orders.
Monitor and update Livelink to drive parts and service revenue.
Ensures safety policy and practices are followed
Maintains a clean and professional image according to JCB Standards
Conducts business in alignment with the company's Values
Performs other related duties as required.
Knowledge, Skills, Abilities & Competencies
High School diploma or equivalent experience
Proficiency with Microsoft Word, Excel and PowerPoint
Ability to perform multiple tasks while maintaining a sense of urgency.
Excellent customer service skills
Excellent problem-solving skills - ability to think outside the box
Strong interpersonal and team working skills
Excellent oral and written communication with an emphasis on phone skills
Ability to take direction well and work with minimal supervision
Bilingual in English/Spanish required
JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED
JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at ****************************************
Customer Service Representative
Customer support specialist job in Irvine, CA
For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer service representative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds
Office Rotation: Tuesday/Thursday & every other Friday
Must live in commutable distance to Irvine, California
Work from Home Rotation: Monday/Wednesday & every other Friday
Competitive pay rate- $26
Why should you apply:Medical and dental benefits
Opportunity to gain valuable experience.
Enjoy a positive and supportive work environment.
Paid training to ensure you have the skills & knowledge to succeed.
What's a typical day as a Customer Service Representative? You'll be:
Processing product complaints through queues and other communication channels.
Maintaining a positive experience while investigating complaints in a timely and courteous manner.
Accurately updating databases with pertinent details & product information.
Escalating issues based on severity to appropriate levels as needed.
Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints.
This job might be an outstanding fit if you:
Have a high school diploma or equivalent.
Have at least 6 months of customer service experience
Have strong problem- solving and organizational skills.
Are able to work in a fast-paced environment.
Are able to work a hybrid work schedule comprised of weekly office & remote requirements.
What happens next:
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Representative today.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquí en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orígenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
Customer Service Representative
Customer support specialist job in Carlsbad, CA
We are seeking an experienced customer service professional to sit onsite in a hybrid working environment for a large electronics manufacturing company in Carlsbad, CA. This person will be a part of a customer-oriented team that is attentive to all customer needs. The team thrives on delivering on customer needs and works in a timely manner in a solutions-oriented environment.
Responsibilities:
Key accounts point of contact for customer service.
Support role for trade compliance processes.
Consistently viewed as an “owner” of process and transactional challenges that arise.
Coordinate customer inquiry and manage spares and system order processing steps between sales, factory, and logistics teams where standard order content can't be established due to high complexity.
Attempt to resolve or advance customer escalations.
Qualifications:
1+ years of Customer Service experience
Experience from a product-based company and comfortable with shipping and logistics coordination (ex. med device, warehousing)
Microsoft Office Suite and Excel experience
Strong attention to detail Strong written communication skills
High school Diploma or GED
Compensation: $24/hr
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Customer Service Representative
Customer support specialist job in Riverside, CA
Contract role- 3 months
Duration: 3 Months
About the Role:
We are seeking a detail-oriented and customer-focused individual to join our team for a 3-month temporary assignment. This role is ideal for someone with strong communication skills and proficiency in data entry who thrives in a fast-paced environment.
Key Responsibilities:
Provide exceptional customer service in person and over the phone
Accurately enter and update customer information in company systems
Handle inquiries, resolve issues, and ensure customer satisfaction
Maintain organized records and follow company procedures
Qualifications:
Excellent verbal and written communication skills
Strong attention to detail and accuracy in data entry
Ability to work on-site in Riverside, CA
Previous customer service experience preferred
Schedule: Full-time, on-site
Pay Rate: $20 to $22 per hour
Benefit offerings: include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Customer Service Representative
Customer support specialist job in Anaheim, CA
JOB RESPONSIBILITIES:
Include the following. Other duties may be assigned. The order of the duties listed does not represent the importance and/or percentage of time dedicated to each duty.
• Promote positive customer relations with customers and coworkers.
• Answer 100+ routine and non‐routine customer calls daily.
• Acquire a working knowledge of our database.
• Communicate with a variety of people across various levels within the organization.
• Make suggestions on improving/streamlining workflow processes and enhancing profitability.
• Develop a strong teamwork ethic.
• Consistently meet established productivity, schedule adherence, and quality standards.
• Quickly and accurately identify/assess individual needs and take action to satisfy those needs.
• Provide information about products and services.
• Maintains customer records by updating account information.
• Follow communication procedures, guidelines, and policies.
• Resolves service problems by clarifying the customer's complaint, determining the cause
of the problem, selecting and explaining the best solution to solve the problem, and expediting.
correction or adjustment; and following up to ensure resolution.
• Provide face-to-face customer service with walk-in customers.
• Must follow all company rules and procedures.
• Ability to deal with customers in a courteous, polite, and professional manner always.
• Other duties as assigned.
EDUCATION & EXPERIENCE:
• High school diploma or general education degree (GED)
• Customer Service Experience a plus
• Bilingual Spanish a plus
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 essential functions. While performing the duties of this job, the employee is regularly required to use hands and reach with hands and arms, hear, and talk. The employee will be working and navigating on a computer. The employee occasionally is required to stand, sit, stoop, kneel, crouch, and walk. The employee may occasionally be required to lift and/or move up to 20 pounds. The work environment is usually moderate to loud.
Customer Service & Bike Tech
Customer support specialist job in Perris, CA
First 90 days: fully in office
After 90 days: 3 days in office, 2 days hybrid
Based throughout Southern California, Retrospec is committed to a no-barrier, inclusive entry to nature and honest conversation about the industry. Over the past 16 years, Retrospec has grown exponentially to serve consumers of all ages, ignite their passion for fresh air, and fuel their love of nature through all seasons. Everything we create is designed and tested in beautiful California to ensure it's ready for your next journey. Choosing the road less traveled is rarely easy, but always worth it.
About the Role
We're seeking an experienced, empathetic, and technically skilled Customer Service & Bike Tech to join our growing team. This hybrid role combines technical bike expertise with exceptional customer care, supporting both our direct-to-consumer (D2C) and dealer (B2B) channels.
You'll be the go-to expert for customer and dealer inquiries, troubleshooting bike and e-bike issues, managing warranty claims, and ensuring every interaction reflects the Retrospec brand's commitment to quality, integrity, and outdoor adventure. If you thrive in fast-paced environments, love helping people, and enjoy problem-solving with a hands-on approach, we'd love to hear from you.
Responsibilities
Receive, research, and respond to customer and dealer inquiries via phone, email, chat, and social media with empathy and professionalism.
Provide expert-level knowledge and troubleshooting support for bikes and e-bikes, including assembly, repair, maintenance, and general technical questions.
Manage consumer and dealer warranty claims, acting as a liaison between customers, sales, product, and warehouse teams.
Walk customers through assembly and troubleshooting steps clearly and confidently via phone or email.
Process returns, exchanges, and replacement parts with attention to accuracy and customer satisfaction.
Collaborate with the warranty, sales, and warehouse teams to ensure timely resolutions and a seamless experience for both consumers and dealers.
Build and inspect new and returned bikes for troubleshooting and quality control, as needed.
Respond to and monitor social media inquiries and reviews, escalating trends or product feedback to the appropriate teams.
Track and flag recurring issues, inefficiencies, or product concerns to improve customer experience and operational processes.
Maintain accurate communication records in Gorgias using automations and workflows to manage volume efficiently.
Communicate customer insights and product feedback constructively to product development, sales, and marketing teams.
Quickly become familiar with the Retrospec brand voice, customer service protocols, and software platforms to provide high-quality support.
Assist with additional customer service and clerical tasks as assigned.
Qualifications
2-3 years of ecommerce customer service experience; bike industry experience highly preferred.
Strong understanding of bike and e-bike mechanics, assembly, repair, and maintenance.
Exceptional written and verbal communication skills with a friendly, professional demeanor.
Experience with customer service tools such as Gorgias or Zendesk.
Proven ability to manage a high volume of tickets, calls, and multi-channel inquiries efficiently.
Highly organized, detail-oriented, and capable of multitasking in a fast-paced environment.
Proficient computer literacy and quick adaptability to new systems.
AA degree preferred; high school diploma or equivalent required.
Experience managing warranty processes and dealer accounts is a plus.
Familiarity with social media or online community communication is a bonus.
Passion for outdoor recreation, cycling, and the Retrospec mission.
Physical Requirements: Must be able to lift and move items weighing up to 75 lbs as needed.
Customer Service Representative
Customer support specialist job in Costa Mesa, CA
**Direct Hire with reporting to Costa Mesa, CA**
The Customer Service Representative I (CSR I) is responsible for handling customer inquiries into the Service Center. This may include phone and email response, walk-in center customer service, inbound call customer service and inbound mail response. CSR may be reassigned on a long term or temporary basis to other shifts or other schedules to balance manpower or meet the needs of the company.
DUTIES AND RESPONSIBILITIES include some or all of the following. Supervisor may assign other duties as needed.
Serve as the first point of public contact for all customer service issues
Promote positive customer relations with customers and coworkers
Respond to calls from the public and provide general information and service
Maintain a thorough knowledge and understanding of the customer service center and operations to assist customers and resolve problems
Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
Quickly and accurately identify and assess individual needs, as well as take the appropriate action steps to satisfy those needs
Maintain customer records by updating account information.
Process requests for new customer accounts
Open cases for unsolved customer inquiries
Process customer disputes
Process the closing of customer accounts and initiate refunds when required
Perform updates to toll violations, violation payments, customer payments or accounts to keep demographics, vehicle, and credit card information current
Consistently meet established productivity, schedule adherence, and quality standards.
Communicate effectively with a variety of people across various levels both within and outside the organization.
Make positive suggestions on improving and streamlining workflow processes and enhancing profitability
Develop a strong teamwork ethic
Follow communication procedures, guidelines, and policies
Provide face-to-face customer service with walk-in center customers when required
Respond to customer emails from the customer service email inbox to answer questions and provide assistance when required
Respond to customer chat and text to answer questions and provide assistance when required
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Excellent phone etiquette
Excellent verbal communication skills
Excellent attendance and punctuality
Enjoy providing prompt and timely service to our customers
Possess strong interpersonal skills and have compassion and empathy for customer situations
Be energetic, self-motivated, and quick-thinking
Ability to work in a team environment or independently while being flexible and open to learning new experiences in a fast-paced changing environment
Ability to read and comprehend normal instructions, correspondence, and memos
Ability to effectively present information in one-on-one situations to customers, clients, and other employees of the organization
Ability to apply common sense understanding to carry out detailed written or oral instructions
Ability to work flexible eight (8) hour shift between 8:00 a.m. to 6:00 p.m. Monday to Friday
Must be able to pass background and drug screenings
Ability to achieve and maintain departmental performance standards
PHYSICAL DEMANDS
Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA (Family Medical Leave Act) and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards.
Ability to adhere to strict attendance requirements
Primarily sedentary physical work requiring ability to lift a maximum of 10 pounds
Must be able to lift, carry, walk, and stand
Vision for reading, recording, and interpreting information
Frequent speech communication, hearing and listening to maintain communication
Daily use of computer and keyboard, standard office equipment and telephone
Ability to access, input, and retrieve information from the computer
Frequent hand/eye coordination to operate computer keyboard and office equipment
Noise level in the work environment is quiet to moderate
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibility.
Education and/or Experience
High school diploma or general education degree (GED)
Customer service experience a plus
Bilingual Spanish is a plus
Bilingual Vietnamese is a plus
Customer Service Representative
Customer support specialist job in Irvine, CA
Specialized Recruiting Group, Irvine is seeking a Customer Service Representative for a third-party logistics firm specializing in the medical device industry. This is a permanent, evaluation hire, career opportunity in the Irvine, CA area. Base compensation starts at $21.00 to $26.00/hour.
Responsibilities
Processing inbound calls from internal and external customers
Providing customer support for medical devices and consumer electronics
Researching information requests
Data entry
Requirements
Medical device and or logistics industry experience
Previous office-based customer service experience
Excellent English communication skills (spoken and written)
College degree a benefit but not mandatory
Professional, positive and friendly personality
Intermediate Word, Excel and Outlook ability
At Specialized Recruiting Group, our team of employment professionals is deeply connected with local businesses that are actively hiring, giving you a competitive edge in your job search. Whether you are seeking a full time position or a contract role, our experts are here to help at no cost to you. Enjoy personalized support and access to exclusive job opportunities when you partner with Specialized Recruiting Group.
Customer Service Insurance Sales
Customer support specialist job in Redlands, CA
Remote Licensed Agent Life Insurance, Mortgage, & Investments Imagine earning from home without cold calls, door knocking, or chasing friends & family clients come to you through referrals. What You Get: Paid training + State & Federal licenses (covered)
Flexible part-time or full-time schedule
No quotas or income caps
Residual income, bonuses, stock options, & tax advantages
Career paths: agent, trainer, recruiter, or brokerage builder
Who We're Looking For:
Motivated, trustworthy self-starters ready to learn sales, leadership, and client relationship skills no prior experience needed.
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Entrepreneurial mindset & self-discipline
Customer Support Representative
Customer support specialist job in Irvine, CA
JOB TITLE:
Customer Support Representative
DEPARTMENT:
Supply Chain
REPORTS TO:
Supervisor, Customer Support
SUPERVISES:
None
POSITION TYPE:
Non-exempt
GENERAL POSITION SUMMARY:
This position serves as the basic interface between JAE Electronics and the customers specifically as it relates to their order requirements. These communications shall take place in person, via telephone, e-mail, facsimile or any other acceptable method of communication. The individual must be self-motivated, capable of making independent decisions related to requirements of the position. A good understanding of business concepts and information flow is essential.
Coordination of multiple tasks will be required.
MAJOR ACCOUNTABILITIES:
The primary responsibility of the Customer Support Representative is the coordination of activities related to customer's orders including support, price, delivery, availability, order processing, demand requirements, scheduling, and returns. Under the direction of the Customer Support Supervisor, the Customer Support Representative is responsible to understand and accommodate the various requirements of assigned customers and communicate these requirements to other appropriate disciplines and groups within JAE Electronics as required.
DUTIES AND RESPONSIBILITIES:
PERCENT
Order Processing
40
Order Follow-Up
20
Handling Customer Inquiries
15
Administrative Duties related to Customer Orders
15
Other
10
CORE COMPETENCIES:
Good organizations skills
Good communications skills
PC Software application skills
Ability to manage detailed tasks
QUALIFICATION REQUIREMENTS:
Education: Bachelor's degree preferred.
Experience: Minimum 4-6 years of relevant experience.
Experience may be considered in place of a degree.
Skills: Computer Skills (Outlook, PowerPoint, Excel, & Word), Telephone, and General Office.
Knowledge of SAP software preferred.
Fluency in Spanish and/or Japanese preferred.
BUSINESS TRAVEL:
This position may require minimal local travel.
PHYSICAL DEMAND:
This position requires lifting up to 10 pounds frequently.
Auto-ApplyCustomer Liaison
Customer support specialist job in Running Springs, CA
The Customer Liaison is an hourly position whose primary responsibility is to provide adequate communication, customer service, and guidance to families and teachers whose students/Campers will be attending Pali Institute and Pali Adventures. The Customer Liaison will work closely with the Visiting School Supervisor during the school year and the Pali Adventures Camp Relationship Director for the summer to ensure Pali provides timely and consistent customer support.
QUALIFICATIONS
Strong interpersonal and communication skills.
Administrative experience.
Exceptional verbal and written communication skills, with a professional and friendly demeanor.
Proficient on Mac computers and Microsoft suite
Must be a positive team player with strong administration skills.
Must demonstrate good judgment and decision-making ability.
Must have initiative and be able to work with minimal supervision.
Bilingual language skills in Spanish and English (preferred)
Must be extremely organized.
Demonstrates ongoing responsibility and commitment through good attendance and by being on time to work
Strong organizational and time-management skills, with the ability to handle multiple tasks and priorities effectively.
The need to learn and evolve constantly.
JOB REQUIREMENTS
Report to the Visiting School Supervisor and Assistant Directors(school year) and to the Camp Relationship Director (summer).
Answer phones and direct incoming calls with a high level of energy and professionalism
Respond to all emails in a timely and professional manner
Follows through on all customer issues.
Distribute messages to the appropriate staff.
Learn the ins and outs of CampDoc/CampMinder software
Responsible for the presentation of a professional image.
Discretion and respect for customer confidentiality.
Handle logistical questions for districts, schools and families.
Answer all CampDoc/CampMinder Family and teacher questions from phone and email, and ensure camper profiles are complete before arrival.
Communicate pertinent medical information to Wellness Center staff.
Effectively communicate any questions, problems or concerns to the Visiting Schools Supervisor/Camp Relationship Manager.
Some weekends and Holidays may be required during the summer.
Other duties as assigned by the Pali Directors/Camp Relationship Manager.
Other tasks may be added as time allows that align with the strengths of the person hired.
Compensation
Full-time Position
Pay: $17 - $20.00 DOE
Medical/Vision/Dental Benefits, Paid Vacation, Sick Time
Customer Loyalty Retention Specialist
Customer support specialist job in San Marcos, CA
Essential Duties and Responsibilities
Be the first point of contact for customers wanting to cancel services.
Engage with customers to identify cancellation reasons and offer tailored solutions.
Communicate the value of services to reinforce customer commitment.
Use negotiation and de-escalation techniques to maintain customer relationships and reduce churn.
Track retention metrics, including save rates and customer feedback.
Keep detailed records of all interactions in CRM systems.
Collaborate with internal departments to resolve customer issues efficiently.
Follow up with customers to ensure satisfaction post-resolution.
Demonstrate thorough knowledge of service offerings and pricing to advise customers confidently.
Handle all interactions with empathy and professionalism.
Meet or exceed monthly retention KPIs, such as customer saves and call quality.
Participate in ongoing training to stay updated on company services and policies.
Utilize Microsoft Teams, Outlook, and other relevant tools.
Perform additional duties as assigned.
Customer Engagement
Connect with customers proactively through phone and email.
Build strong relationships by understanding their needs and preferences.
Issue Resolution
Address customer inquiries and concerns with professionalism and urgency.
Work with internal teams to resolve issues efficiently.
Upselling & Cross-Selling
Identify opportunities to recommend additional services or products.
Educate customers on the benefits of enhanced offerings.
Customer Feedback
Collect and share customer insights to support service improvements.
Auto-ApplyAudi Technologist and Customer Retention Specialist
Customer support specialist job in Carlsbad, CA
Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be able to work with both Sales and Service Departments and convert Service Opportunities into New and Used Car retail Sales.
Essential Duties:
Assists and greets customer on both the Service Drive and Sales Department with the intention of retaining the client and or purchasing their current vehicle.
Assists the Service and Sales department in a supportive role with current, previous, and new clients with trouble shooting or vehicle questions.
Working monthly lease maturity portfolio. Making appointments for lease end customers to come in and review lease end options with the sales manager.
Demonstrate the ability to communicate through a wide array of digital tools and platforms. With competency in Microsoft programs like (Excel, Outlook, Word, etc.) and keen to learn new technologies.
Highly disciplined approach and works efficiently to meet the needs of guests, sometimes dealing with multiple guests simultaneously.
Keeps updated and is capable of absorbing and retaining information regarding vehicles, the technology within and value added products.
Demonstrates vast knowledge of the Audi product lineup, helps sales/service staff with understanding new technologies/updates.
Attends sales meetings.
Maintains professional appearance and workspace.
Sells and delivers professional service when needed in the sales department
Processes sales paperwork in accordance with dealership policies
Keeps up-to-date on new Audi products and services within the industry.
Will be responsible for clean and tidy showroom and vehicle display.
Approaches and greets overflow sales prospects in a timely manner.
Exhibits a high level of commitment to customer satisfaction.
We don't believe in high pressure sales. We simply help our customers find the vehicle that meets their needs, while giving them a great experience. We price our vehicles based on extensive research to be highly competitive and our management staff will coach you to success!
Audi Carlsbad has introduced an all-new compensation package that pays you in several different ways.
· Guaranteed hourly wage
· Volume / Unit bonuses
· Flex scheduling featuring 2 full days off every week plus an early and a late day
· You will receive a wide range of benefits including FULL medical, dental, and vision insurance
· Discounts and an associate pricing program on vehicles, parts and service
· Support for continuing education and personnel development are included
Private Client Experience Specialist - South Coastal
Customer support specialist job in Irvine, CA
Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
**Job Responsibilities**
+ Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
+ Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
+ Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
+ Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
+ Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
+ Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
**Required Qualifications, Capabilities, and Skills**
+ A minimum of two years of financial services experience.
+ Demonstrated experience delivering exceptional client service to an affluent client base.
**Preferred Qualifications, Capabilities, and Skills**
+ A bachelor's degree
+ Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
**This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process** .
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ******************************************************************** x
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Del Mar,CA $38.46 - $57.69 / hour; Irvine,CA $35.10 - $52.88 / hour
Private Client Experience Specialist - Newport Beach
Customer support specialist job in Newport Beach, CA
Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
A minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
A bachelor's degree
Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
This role will report in the office on a hybrid schedule.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process
.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyReservationist
Customer support specialist job in Irvine, CA
Transdev in Irvine, CA is hiring a Reservationistto intercept customer calls and schedule transportation. We are seeking friendly, customer service-oriented people who are dedicated to safety. Transdev is proud to offer: + Competitive compensation package of minimum$18.13/hr - $18.67/hr
Benefits include:
+ An excellent benefits package including medical, vision, and dental coverage and 401 (k) savings plan
+ Paid holidays, vacation, and sick time
Benefits may vary depending on location policy. The above represents the standard Corporate Policy.
Key Responsibilities:
+ Answer customer calls and input ride information using a computerized scheduling system.
+ Enter new customer information and changes into the system.
+ Enter data with an error of 1% or less for notation of transportation type, pickup times, appointment times, addresses, and other information as outlined in the operations and procedures manual.
+ Resolve service-related complaints.
+ Documents trip authorization according to procedures.
+ Other duties as required.
Qualifications:
+ High school diploma or GED required.
+ Reservationist or customer service experience.
+ Computer literate
+ Excellent communication and listening skills.
+ Exercise professional telephone etiquette.
+ Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason.
Physical Requirements:
+ Must be able to work shifts or flexible work schedules as needed.
+ The employee is generally subjected to long periods spent sitting, typing, or looking at a computer screen.
+ Work environment will be a combination of both indoors and outdoors.
About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at******************** watch an overview video at******************* O5cv0G4mQ
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
California applicants:PleaseClick Herefor CA Employee Privacy Policy.
Job Category: Operations Support
Job Type: Full Time
Req ID: 5937
Pay Group: 2V9
Cost Center: 55373
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law.
Drug-free workplace
If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check.
California applicants: Please Click Here for CA Employee Privacy Policy.
About Transdev
Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at ************************* or watch an overview video.