Customer Service Representative jobs at EverStaff

Associate, Client Processing I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Processing I to join our Loans Enablement Operations team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues Process account related transactions per scheduled events/client authenticated direction Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required 0-3 years of total work experience is preferred Experience in brokerage processing is preferred Applicable local/regional licenses or certifications as required by the business Prior loan operations experience in a financial service setting preferred Detail oriented Excellent verbal and written communication abilities Ability to self-manage, prioritize, and execute workload Familiarity with technical applications to include, but not limited to, Microsoft Office applications At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Onboarding/Transitions/Conversions/KYC II to join our team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Under moderate direction, onboards clients, opens and closes accounts and handles transitions and conversions to the system Analyzes, reconciles and reviews incoming or outgoing data for accurate transition to platform Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events Closes off accounts by first checking for any pending activity or balances remaining in the account Works directly with clients to access documentation requirements and reference data and may be responsible for onsite client support and training to assist with documentation, quality review and submission of documents Ensures application form is received, and tax documentation is received from the investor Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation and tracking, and other project documentation preparation Ensures client receives all necessary training or conducts the training him/herself Communicates progress to team and escalate issues or potential project delays Supports conversion activities related to a mix of complex institutional client relationships requiring an in-depth understanding of custody and accounting processing activities Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients Support and review control reports to effectively mitigate risks and resolve problems that arise during the conversion process Assists with coordinating firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements May participate in UAT, on boarding and fault resolution Responsible for overall success of less complex or small transitions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Guides the client in appropriate platform applications and structure of their program/product offering No direct reports Provides guidance to less experienced colleagues as needed Allocates work to and monitors the work quality of others assigned to the client May have people management responsibilities in some geographies Responsible for standard clients and contributes to the achievement of team objectives To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required Advanced/graduate degree preferred 3-5 years of total work experience preferred Experience in securities, financial services or client-facing or project management roles preferred Applicable local/regional licenses or certifications as required by the business At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Anti Money Laundering/Prevention/Know Your Client II to join our team. This role is located in Pittsburgh, PA - Hybrid. In this role, you'll make an impact in the following ways: Prepares client profiles for new clients and existing clients. Conducts periodic reviews of client profiles. Ensures due diligence when onboarding new clients. Researches and gathers information to prepare a basic report for a new or existing client. Leverages online tools, independent research or collaborates directly with the relationship manager. Amends existing client profiles when needed. Assists with administrative tasks when applicable. Conducts QSS real time scans to check information in the client profile and verify ownership against the ChoicePoint database. Communicates with internal stakeholders for information gathering purposes, as needed. No direct reports. Contributes to the achievement of team goals. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in Know Your Customer (KYC) / anti-money laundering requirements, fraud or law preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Reporting/Performance II to join our Loan Enablement Operations team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Monitor and report on client portfolio performance. Maintain online tools and reporting platform, including training clients on report production. Respond to client inquiries regarding investment products, portfolio management, risk, and asset allocation. Develop research analyses to understand industry trends and suggest improvements to enhance client experience. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience. 3-5 years of total work experience preferred. Experience in trading or brokerage preferred. Ability to provide guidance to less experienced Client Reporting and Performance staff as needed. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Operations II to join our Structured Debt Client Platform team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Support clients in addressing moderately complex operational and technical issues and ensure requests are executed. Provide clients information related to BNY Mellon products and services representing multiple lines of business and geographies and direct them to the appropriate resources, as needed. Monitor client inquiries, resolve non-routine issues, escalate complex issues as needed, and participate in internal activities to improve the client experience. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience. 3-5 years of total work experience preferred. Experience in an operational area and/or client services preferred. Ability to apply intermediate problem solving skills, experience, and judgment to analyze information and deliver high quality service. May have people management responsibilities in some geographies and provide guidance to less experienced team members. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Processing I to join our Loans Enablement Operations team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues Process account related transactions per scheduled events/client authenticated direction Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required 0-3 years of total work experience is preferred Experience in brokerage processing is preferred Applicable local/regional licenses or certifications as required by the business At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Job title: Customer Support/Account Rep Duration: 6months Pay rate: $18/hr - $19.17/hour Remote to Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks. In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work-3 days in-office and 2 days from home-for greater flexibility and convenience. Preference Criteria: We prefer candidates with either a College Degree or Previous Contact Center Experience. Position Description: Join our Client as a Customer Support Representative where you'll handle incoming phone calls regarding various service inquiries. You'll respond with accuracy and efficiency, consistently meeting key department performance metrics. Functional support areas include cash management products, online services, and general account or financial-related inquiries. Successful applicants will be highly professional, career-driven, and committed to delivering world-class service. Key Responsibilities: Addressing incoming phone calls with a high degree of accuracy and efficiency. Providing support on cash management products, online services, and general financial inquiries. Contributing to a fast-paced, team-oriented environment. Multi-tasking and adjusting quickly to changes in a busy financial service center. Qualifications: Preference for a College Degree or Previous Contact Center Experience. Highly professional, career-driven, and committed to delivering world-class service. Excellent communication skills and ability to work effectively in a team environment. Strong aptitude for multitasking and adjusting to fast-paced environments. Why Join Us: Opportunity to work with a reputable financial institution. Dynamic and collaborative work environment. Competitive compensation package and opportunities for career advancement. Be part of a team dedicated to delivering excellence in client service.

Call Center Representative Contract: 6-12 months (with potential extension) Pay: $19.16/hour About the Opportunity: Start your career with an exciting role in client support! Begin with remote training for 4-5 weeks to get up to speed from the comfort of your home. Once training is complete, transition to full-time in-office work, gaining hands-on experience and building strong connections with your team. After six months, enjoy a hybrid schedule with 3 in-office days and 2 remote days, giving you flexibility and balance. What You'll Do: Provide top-notch support to clients via incoming calls, resolving inquiries quickly and accurately. Assist clients with Cash Management solutions, online account access, mobile app guidance, and general financial questions. Deliver exceptional service while meeting key performance goals in a fast-paced, collaborative environment. Adapt to changes, manage multiple priorities, and thrive as part of a high-performing team. Why Join Us: Gain hands-on experience in financial services and client support. Collaborate with a supportive, team-oriented environment. Enjoy a flexible schedule after your initial training period. Ready to Start? Take the next step in your career-apply today and become a valued member of our team!

Leading Education organization in Irvine is in need of a Temporary Call Center Representative. This is an IN OFFICE opportunity, in IRVINE. This role will be for 3 plus months, it could go longer and become temp-hire. This role takes over 100 calls a day, we are looking for someone who has experience working in a high volume Call Center. Auto Dialer experience is preferred. Responsibilities: * Answer a high volume of inbound calls/outbound dials and provide outstanding customer service to prospective students, fellow co-workers, and executives. * Receive and screen inbound calls. Route them to appropriate departments or individuals, take detailed/accurate messages and forward accordingly. * Follow scripts based on call and provide information to prospective students in response to inquiries; perform data entry of personal information (name, address, source, email, phone number, etc.), transfer calls to the team member and assign the CRM record/information to the advisor based on rotation. * Be responsible for outbound calls using a Telephone Automatic dialing system to all web/affiliate inquiries that inquire via the internet. * Follow script and schedule Info-Sessions and/or appointments for prospective students to visit the campus. * Take appropriate information about the calls. Transfer calls to program specialist accordingly or take detailed messages and forward. * Monitor multiple queues throughout the day and review the invalid inquiries or inquiries that have been returned to queue. Your Experience Includes: * Minimum 2 years' experience preferred. * Customer Service experience. * A minimum of one to two years' experience as a Call Center, Customer Service Representative, receptionist, or office related position. * Experience with handling a high volume of telephone calls with courtesy, speed, and accuracy. * Telephone Auto Dialing System experience preferred. * Bilingual Spanish is a PLUS Education: * High School Graduate or equivalent required. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

"Recent Call Center Representative and Bilingual is a must" Note: It's an on site job role, Best suited candidates will be contacted to discuss further about the job role. Job Details: Job Title: Call Center Representative (Onsite, Bilingual) Location: New York, NY, 10004 Duration: 3 Months (Contract Assignment) Schedule: 11:00 AM-07:00 PM M-F (some Saturdays (8-4) as well) Job Summary: Customer Service Professional who handles incoming and/or outgoing calls. (Extensive) Job Responsibilities: -Primary duties include answering questions, resolving complaints, and providing technical support to ensure customer satisfaction. -Other assignment as necessary. -Extensive phone experience and computer literate. Skills: -Recent Two (2) years of experience and Bilingual (Spanish or any). -Strong verbal and written communication skills are crucial for interacting clearly and professionally with customers. -Active listening providing full attention to callers to understand their concerns and needs. -Effective problem-solving to analyze a situation, identify core issue and find effective solution. Education: -High School Diploma or general education degree (GED). EEO: “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

Job Title: Customer Support Representative Pay Rate: $19/hour Schedule Start remotely with 4-5 weeks of training, then transition to full in-office work for hands-on experience and team collaboration. After 6 months, enjoy a hybrid schedule (3 days in-office, 2 days remote). Responsibilities: Handle a high volume of inbound calls. Assist clients with Cash Management products, online/mobile access, and general inquiries. Deliver top-tier customer service while meeting performance metrics. Learn and adapt quickly to new tools and processes. Work collaboratively with teammates to ensure client satisfaction. Benefits Info Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Salary: Up to $60,000-$65,000 DOE We are seeking a motivated Customer Service Representative to join a growing direct-to-consumer (DTC) brand. This is a fantastic opportunity for someone looking to build their career in customer service, with room for growth within the company. Experience in fashion is not required - we welcome candidates from diverse backgrounds. Responsibilities: Provide exceptional customer support across multiple channels, ensuring timely and accurate responses. Manage orders, returns, and inquiries through Shopify and internal systems. Utilize PC and Excel to track orders, update records, and maintain customer data. Collaborate with internal teams (Operations, Marketing, and Fulfillment) to resolve issues and improve the customer experience. Identify trends and escalate recurring issues to improve processes and customer satisfaction. Assist with product launches, promotions, and seasonal campaigns by supporting customer inquiries and order management. Generate reports to track customer interactions, order fulfillment, and returns. Maintain knowledge of products and services to provide accurate information and guidance to customers. Support internal projects and initiatives that improve operational efficiency and enhance the customer experience. Qualifications: Strong communication and problem-solving skills. Comfortable using Shopify, PC, and Excel (or similar tools). Highly organized, detail-oriented, and able to manage multiple tasks. Positive attitude and willingness to learn; experience in fashion or retail is a plus but not required. What We Offer: Competitive salary up to $60-65K DOE. Growth opportunities within a dynamic DTC company. Supportive, team-oriented work environment.

Our client is seeking a Client Service Representative to join their team! This position is located in North Palm Beach, Florida. Execute and submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues Handle paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet Develop strong understanding of the required steps involved in each request, communicating with relationship management and NCSS teams as needed to obtain information necessary to properly execute requested activities Maintain strong understanding of policies and procedures, addressing the requirements of each activity in a timely manner and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines, promptly escalating any issues or concerns to management Develop strong knowledge of various business applications critical to client and account servicing, including online tools, and actively seek to expand knowledge of the latest enhancements to company partner and client technology and systems to maintain the highest standards of service Assist with the maintenance and servicing of Safe Deposit Boxes in offices where available Stay informed of new and existing company and Wealth Management products, services, and compliance requirements to respond to client inquiries and assist in recommending services that help expand overall client relationships Monitor banking reports and provide assistance with banking audits as directed by the Team Leader or Manager Desired Skills/Experience: Knowledge of federal regulation banking guidelines banking operations products and services acquired through related work experience is preferred Strong client service skills problem solving and organizational skills are required to identify research and resolve requests Ability to think critically and to work well independently and as part of a team Strong verbal and written communication skills Benefits: Medical, Dental, & Vision Insurance Plans Employee-Owned Profit Sharing (ESOP) 401K offered The approximate pay range for this position is between $12.00 and $17.13. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

Banking Financial/Operations Analyst - Contract Opportunity. Recent Grads are more than welcome! Duration: 12-month contract Pay: $19-$20/hour on W2 Full Time Are you a recent graduate in Finance, Accounting, Economics, or a related field looking to kick-start your career? We're seeking a Financial/Operations Analyst with 6 months to 2 years of experience (internships count!) to join the team of a leading investment banking firm. Ideal Candidate: ✔ Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related). ✔ Experience or internship in banking or financial services is highly preferred. ✔ Strong analytical, communication, and organizational skills. What You'll Do: Support financial and operational processes. Handle incoming phone calls related to service inquiries on Brokerage accounts Provide accurate and efficient responses while meeting key performance metrics Support customers with: Brokerage Cash Management products and services Brokerage Online platform (client website) Mobile app assistance General account and financial-related questions Deliver professional, high-quality, and world-class customer service Work effectively in a fast-paced, team-oriented environment Multi-task and adapt quickly in a busy financial service center Why Join Us? Gain valuable experience with a leading financial institution. Plus, there's a possibility to convert to a permanent position after the contract period! Apply now to take the first step in your career!

The Dispatcher serves as the first point of contact for incoming customer communications and is responsible for distributing email requests and documentation to the appropriate Customer Service Representative (CSR) for processing. This role ensures timely response and task routing within the customer service team and provides support with customer documentation and communication, including order acknowledgments and COA requests. Business metrics Key performance metrics for the Dispatcher role include average first response time, email routing accuracy, and order acknowledgment turnaround time. Efficiency can be measured by email volume managed, COA request fulfillment rate, and timely escalation of urgent tasks. Additional indicators such as internal stakeholder satisfaction and error rate in task execution reflect the quality of support provided. Together, these metrics ensure prompt, accurate, and customer-focused service delivery. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Job Title: Claims Analyst Duration: 12 + Months Contract Job Location: Chino, CA, 91710 (Onsite) Pay Rate: $23-25/hr on W2 Ensures that complaints are resolved effectively and without delay and that those not resolved at the entity organization level have been escalated and taken into account in the competent entities. Drive Customer Centricity - for the entity. What do you get to do in this position? - Ensure that complaints are resolved effectively and without delay and those not resolved have been escalated to the appropriate entity - Collaborate with other organizations in order to contain, correct, and prevent problems affecting customers - Utilize I2P tools to process claims on a timely basis - Ensure that Complaint process is supported with warm loop - Share critical customer feedback information with management and all employees at all levels of meetings and on information boards - Work in collaboration with continuous improvement engineer - Update Logistics dashboard Key Responsibilities: - Act as the Customer Experience advocate. - Drive Customer Centricity in entities. - Ensure the Customer Experience is measured according to the Business priorities. - Define and follow-up the improvement action plan and priorities with the Business stakeholders. - Ensure that Customer dissatisfactions are solved quickly and effectively through containment, correction and prevention steps. Qualifications: We know skills and competencies show up in many ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed, we still encourage you to apply for the position. This job might be for you if: - Excellent verbal and written communication skills, listen effectively and solicit input from others. - Excellent organizational skills including the ability to handle multiple demands and assignments, the ability to prioritize tasks effectively and efficiently, and drive issues/ tasks to closure - Candidate must be a self-starter, highly motivated, and results driven. - Strong problem-solving skills and experience with root cause analysis and implementation of corrective action for process related concerns. - Proficiency with MS Office suite of products, especially Power point and Excel. - Ability to work effectively in a group setting as well as independently.

Type: Contract to Hire We are seeking a Technical Customer Service Representative to support proprietary technology platforms and deliver an exceptional, white-glove customer experience. This role blends technical troubleshooting, customer support, and detailed review of home inspection data. You will help guide users through setup, connectivity, and product usage while ensuring accuracy and professionalism across every interaction. Responsibilities Conduct digital quality assurance on self-guided home inspections: review photos, validate details, and identify issues. Guide customers through virtual or phone-based home inspections step-by-step. Assist users with installation, setup, WiFi connection, app usage, and sensor connectivity. Troubleshoot issues such as device pairing, alerts, and connectivity problems. Document calls, resolutions, and inspection findings to support process and product improvements. Make proactive outreach calls to improve product adoption and customer satisfaction. Maintain clear, professional communication via phone, email, and text. What We're Looking For High School Diploma or GED required; bachelor's degree preferred. 1+ year of experience in technical support, help desk, call center, or field service. Experience troubleshooting mobile devices, WiFi connectivity, or IoT/smart-home systems. Strong communication skills and problem-solving ability. High attention to detail and ability to thrive in a fast-paced environment. Customer-first mindset, proactive attitude, and willingness to learn. Ability to work onsite with flexibility across different shifts. Why This Role Is Great Collaborative, dynamic environment. Opportunities for professional growth, including training and advancement into tech support, product specialist, or leadership roles. Direct exposure to innovative technology and hands-on product improvement.

Job Title:- Customer Service Representative (May go Longer) Work Hours:- Second Shift (02:00 PM to 10:00 PM) Job Description:- Receives processes and verifies the accuracy of orders from customers and customer purchase orders. Initiates required action for response to customer service requests for order changes including the maintenance of order information files and communicate changes to the appropriate personnel. Receives inquiries from and/or contact the company's customers to resolve a variety of order related issues. Loads and maintains bills of material (BOM's) for the plant. Maintains and updates routing instructions per customer. Operates a computer workstation to obtain and extract order information and provides Customer Service management with the data for inclusion in reports. Performs assigned system maintenance to various electronic order files. Makes required changes/updates in SAP system per production requirements, BOM's, relief files, etc. Develops and recommends changes to existing methods and systems to increase the accuracy, efficiency and responsiveness of the Customer Service Department. Prepares, generates and distributes daily reports and order acknowledgments to appropriate personnel. Prepares invoices and tests certificates for shipments of finished goods and customer samples. Assists in APQP process with Quality Department. Provides back-up support to other group members (i.e. Supervisor, Inventory Specialist) in the performance of job duties as necessary. Performs other duties as required. Skills Required High school diploma or GED. 2+ years of previous customer service experience in an automotive manufacturing environment preferred. Must demonstrate good oral and written communication skills. Detail oriented and ability to work in a team environment. Must be able to communicate with Production to meet customer demands Strong communication skills Excellent computer skills (MS Office products). Must have the ability to work overtime and weekends as required. Ability to work with little or no supervision and to plan, organize and set priorities. Ability to organize and prioritize own work to ensure daily workload is completed; to react and perform under stress and to exercise independent judgment in work environment

The ideal candidate should possess a cordial and friendly interactive style with excellent communications skills, accuracy and attention to detail, a positive outgoing attitude along with a professional appearance. Travel to branches located in Gibson County will be required. Responsibilities Receives, pays out cash, handles negotiable items, loan payments, deposits, withdrawals and transfers Open, close and balance teller station Record sales of monetary instruments Maintains neat and well stocked teller area Maintains thorough knowledge of bank products and services along with features and benefits of those offerings Cross sells bank products and services Assists with proper scanning of bank documents and proof work Exercise judgement when applying holds and making check cashing decisions Maintains positive, friendly and professional attitude Complies with bank policies, procedures and Federal regulations Lift coin bags up to 50 lbs. Other duties as assigned Job Requirements and Qualifications High School Diploma or equivalent required Excellent customer service skills required Good general math and cash handling skills Ability to communicate effectively through both written and oral formats Strong organizational and prioritization skills Demonstrate a commitment to accuracy and quality while meeting deadlines Security Bank and Trust Company offers competitive compensation and full benefits including medical, dental, vision, health savings accounts, life insurance, short term disability, long term disability, and 401(k). Applicants must be currently authorized to work in the United States. We are unable to provide visa sponsorship at this time. Security Bank and Trust Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable law. Employment with Security Bank and Trust Company is on an at-will basis, meaning that either the employee or the company may terminate the relationship at any time, with or without cause or notice, subject to applicable law.