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  • Senior IG Credit Trader - Insurance ALM Focus

    Pacific Asset Management, LLC

    Finance service representative job in Newport Beach, CA

    A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one. #J-18808-Ljbffr
    $68k-116k yearly est. 18h ago
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  • CSR/LOT ATTENDANT

    Ace Parking Management, Inc. 4.2company rating

    Finance service representative job in Irvine, CA

    Compensation Range: $19.00 - $20.00 per hour About Us: One of the reasons why we are the nation's leading parking management expert is because we recognize that "people" are what makes our company successful. It is this recognition that serves as the foundation and building block for our continued growth and success. Having been in business for over 72+ years, we understand what it means to earn "Every Thank You," which is treating our clients, partners, guests, and team members with utmost respect and courtesy. As one of the largest privately held management companies, we have the experience, passion, and the know-how to withstand the test of time and to disrupt the new marketplace with exploding new technologies. (About Us. Our Legacy) Culture: We have a strong, distinctive culture - a culture that is heavily influenced by a shared vision, style, and values. Our company values are the glue that binds our business, clients, and team members. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely. Accountability: Assist with office duties, including answering phones and emails. Assisting customers' with using pay stations or automated ticketing equipment, including obtaining receipts, and credit card payment. Assisting customers with locating vehicles. Directing customers to parking areas or parking spaces, using hand signals or flashlights as necessary. Resolving customer requests, questions, and complaints. Patrolling parking areas on a golfcart in order to prevent vehicle damage and vehicle or property thefts. Actively look for ways to assist customers. What we are looking for: A valid CA Driver's License Must be able to stand and walk up to 8 hours per shift. Must be able to speak clearly, distinctly, and effectively using tact and diplomacy. Experience dealing with irate customers and resolving customer issues and/or complaints. An outgoing and enthusiastic personality. Willingness to do whatever it takes to earn a "Thank You." What We Can Offer You for All Your Hard Work: $19 - $20 Per Hour Medical, dental, vision, life insurance coverage for full-time, eligible employees. Flexible Spending Accounts for full-time, eligible employees 401k Vacation/Sick for full-time and part-time employees Holiday for full-time and part-time employees Discount programs Ace Parking is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, Ace Parking will ensure that persons with disabilities are provided reasonable accommodation. If reasonable accommodation is needed, please email: ***************************** describing the accommodation.
    $19-20 hourly 2d ago
  • Client Services Representative

    Venbrook 3.3company rating

    Finance service representative job in Irvine, CA

    JOB TITLE: Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits CLASSIFICATION: Non-Exempt LANGUAGE REQUIREMENT: Bilingual English and Spanish COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience COMPANY OVERVIEW: Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. Our teams support clients through direct service, accountability, and clear communication. Our culture emphasizes ownership, collaboration, and trust. We offer a comprehensive benefits package: 401k with employer match Medical, dental, vision, life, and disability insurance Paid Time Off Paid holidays Paid sick leave Professional development opportunities Flexible work arrangements JOB SUMMARY: The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams. DUTIES/RESPONSIBILITIES: Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email Explain coverage, eligibility, and benefit usage in clear terms Guide members through carrier portals, mobile applications, and ID card access Support employees during open enrollment Provide bilingual support in English and Spanish Routine Benefits and Claims Support Process ID card requests and replacements Confirm provider network participation Respond to basic claim status inquiries Verify eligibility and enrollment changes Add or remove dependents Provide prescription refill guidance Address standard open enrollment questions Issue Identification and Escalation Identify issues requiring escalation Route cases to Account Management per internal guidelines Ensure complete documentation prior to escalation Maintain ownership until successful handoff is confirmed Documentation and Collaboration Document all interactions and outcomes in the CRM system Track open items through resolution Partner with Account Managers and Advocacy teams Identify recurring issues and share trends with leadership EDUCATION & EXPERIENCE: Required Skills & Qualifications · One to three years of experience in employee benefits, insurance · Bilingual English and Spanish · Clear written and verbal communication skills · Ability to manage high call and email volume · Strong organization and follow-through · Professional and composed in time-sensitive situations Preferred Qualifications · Experience in an employee benefits brokerage or consulting environment · Knowledge of health and welfare benefit plans · Experience with CRM or benefits administration platforms · Working knowledge of Outlook, Word, and Excel Measures of Success Timely resolution of routine member issues Clear and complete escalation documentation Positive member experience feedback Reduced disruption to Account Management workflows
    $28.9-33.7 hourly 4d ago
  • Route Service Representative (Class A) - RMC Long Beach

    American Textile Maintenance Co 3.5company rating

    Finance service representative job in Long Beach, CA

    About us: We are professional, agile, innovative and our goal is to put our independent, family-owned reputation on the line every day. For 80 years we have served the hospitality and restaurant industries in Southern California. We have earned our reputation for having simply the most professional customer service in textile rentals. Whether it's table linens, uniforms, towels, sheets, or mats, Republic Master Chefs will deliver what you need, when you need it. We understand how busy you are, and that you don't want to worry about your uniform and linen service. We are proud of our role as the best textile service in the southland. And our customers appreciate our high standards of personal, professional service. OUR MISSION STATEMENT To safely and sustainably provide our customers industry leading services through a combination of extraordinary customer service and high-quality, innovative products. Republic Master Chefs has been proudly serving Restaurant Linen & Uniform needs in the Los Angeles Greater Area since 1932. Our work environment includes: Growth opportunities On-the-job training Safe work environment Job Description: The Route Sales position is primarily responsible for customer service as a Route Service Representatives of ATM (Republic), a textile rental service organization focused on hospitality, food & beverage and healthcare related offices and clinics. Utility driver will be driving standard trucks. Continuous training and accountability of the respective route are the key result areas for success. Other responsibilities include resolving issues with customers, offering new product and services promotions, service methods development, assuring effective customer service is provided and participate in the overall development of the Customer Service Team. Works directly with the supervision of the Service Team Leaders and the Customer Service Manager. Requirements: • Understand the products, processes, and capabilities of ATM. • Continuous training programs for all service team members in the following areas: • Communicate efficiently with all pertinent departments. • Be a good listener to the customer and work team. • Flexible to the ever-changing market climate • Understand new products, pricing strategies, and other processes when appropriate. • Maintains and reviews service effectiveness records. • Assures that good housekeeping practices are maintained in service office area and vehicles. • Works with other Team Members to solve mutual problems. • Keep updated Route Notes (Route Notes should be updated every couple of months) • Renew all accounts where agreements are expired (If applicable). • Look for opportunities to grow routes (internally & externally). • Understand and know how to operate vehicle, hand-held device, hand-truck, and other tools for work day • Understand and know how to write an Addendum to Service correctly/Pink Form/Agreement and any other pertaining paperwork to take care of the route. • Responsible and Respectable behaviors to customer and service team since you are a reflection of ATM. • Maintain good housekeeping practices in company vehicles and work area. • Maintain good appearance. For example, grooming habits. Clean shaven or neat facial hair, hats should be worn correctly, black shoes, black socks, and shirts tucked in etc. • Work well with others and have a Teamwork approach. • Maintain a good standing driving record. • Maintain a learning desire on a daily basis. • Must be able to problem solve while at accounts. Education: • High school diploma or equivalent (Preferred) Job Type: Full-time Salary: Starting at $25.00 an hour Benefits: 401(k) Dental insurance Health insurance Life insurance Paid training Referral program Retirement plan Vision insurance Schedule: 10 Hour Shift / 8 Hour Shift Day shift Evening shift Weekends Supplemental pay types: Commission pay Ability to commute/relocate: Long Beach 90804 : Reliably commute or planning to relocate before starting work (Required) Experience: Sales: 1 year (Preferred) Customer service: 1 year (Preferred) License/Certification: Class A License Work Location: In person American Textile Maintenance Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $25 hourly 4d ago
  • Customer Service Representative

    Kellyconnect | Contact Center Solutions

    Finance service representative job in Irvine, CA

    For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer service representative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity. Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds Office Rotation: Tuesday/Thursday & every other Friday Must live in commutable distance to Irvine, California Work from Home Rotation: Monday/Wednesday & every other Friday Competitive pay rate- $26 Why should you apply:Medical and dental benefits Opportunity to gain valuable experience. Enjoy a positive and supportive work environment. Paid training to ensure you have the skills & knowledge to succeed. What's a typical day as a Customer Service Representative? You'll be: Processing product complaints through queues and other communication channels. Maintaining a positive experience while investigating complaints in a timely and courteous manner. Accurately updating databases with pertinent details & product information. Escalating issues based on severity to appropriate levels as needed. Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints. This job might be an outstanding fit if you: Have a high school diploma or equivalent. Have at least 3 years of customer service experience and call center 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.
    $26 hourly 4d ago
  • Customer Service Representative

    Vaco By Highspring

    Finance service representative job in Irvine, CA

    Our client is seeking a dependable and customer-focused Customer Service Representative to support daily operations and deliver a high level of service to customers. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities Provide professional and courteous customer support via phone and email Respond to customer inquiries, service requests, and issues in a timely manner Maintain accurate records and documentation related to customer interactions Coordinate and communicate effectively with internal teams to ensure customer needs are met Follow established policies and procedures to maintain service quality and consistency Track open items and ensure timely follow-up and resolution Assist with administrative tasks as needed to support daily operations Qualifications Positive, professional, and customer-focused attitude Strong interpersonal and communication skills (verbal and written) Ability to multitask and manage changing priorities Ability to remain calm and effective in a fast-paced or high-pressure environment Strong organizational skills and attention to detail Reliable follow-through and time management skills Proficiency in Microsoft Word, Excel, and Outlook Preferred Skills Prior customer service or administrative experience Experience working in a team-oriented environment Ability to quickly learn new systems and processes Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
    $32k-41k yearly est. 3d ago
  • Customer Service Representative

    Kelly 4.1company rating

    Finance service representative job in Pasadena, CA

    IHSS Customer Service Specialist Pay Rate: $27.00 per hour Schedule: Monday-Friday, 8:00 AM-5:00 PM Contract: 6-month contract We are seeking a compassionate and dependable IHSS Customer Service Specialist support high-needs In-Home Supportive Services (IHSS) recipients in Pasadena, CA. This Role focuses on assisting seniors and individuals with disabilities often in urgent or emergency situations by coordinating backup caregiving support and helping clients navigate public assistance programs. Key Responsibilities Respond to inbound calls from IHSS recipients experiencing urgent care needs, including same-day caregiver call-outs. Coordinate and dispatch backup homecare providers to ensure continuity of care. Assist clients in understanding and navigating IHSS, Medi-Cal, and other county or state assistance programs. Connect callers with appropriate community resources and social services. Provide calm, empathetic, and solutions-focused support in high-stress or emergency situations. Maintain accurate case documentation and protect confidential client information. Qualifications Call center experience preferred Experience with IHSS, personal assistance services, homecare, or social services Required Bachelor's degree required in Social Work or a related field (Psychology, Sociology, Counseling, or similar) REQUIRED Strong interpersonal, organizational, and problem-solving skills Ability to work effectively in a fast-paced, in-office environment Apply today and help drive the mission. Send your resume to ************************* Or call Daisy at ************
    $27 hourly 3d ago
  • Veterinary Sales Representative -Flex Time (12 days/mo)

    Promoveo Health 3.0company rating

    Finance service representative job in Riverside, CA

    Pharmaceutical Sales Representative - Veterinary - Flex Time (12 days/mo) Promoveo Health, a leading Pharmaceutical Sales recruiting, and contract sales company has an outstanding position representing one of our strategic clients. Our client is a rapidly growing organization with a very strong presence in the Veterinary Medicine field. This is a position where you will be a W2 employee of Promoveo Health. The Veterinary Sales Representative will be responsible for revenue growth within your specified geographic region. You will be accountable for a sales revenue plan in the clinical (office based) markets. This role requires strong account management and selling skills, as you will be the selling interface between the accounts and the company. The ideal candidate will have: · 5+ years of Veterinary Pharmaceutical Sales either on the Pharmaceutical or Distributor side · Clinical experience calling on Veterinary Practices in this market · Experience calling on and existing relationships with Vets in the area · Excellent interpersonal, communication, teaching and negotiation skills · BS Degree in related discipline Job Expectations: ·Part time position with high management visibility and performance expectations. · Travel - You will be home every night- no overnight travel is required! EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
    $54k-100k yearly est. 3d ago
  • Customer Service Representative

    Partners In Diversity, Inc. 3.3company rating

    Finance service representative job in Torrance, CA

    NEXT CLASS STARTING IN February 2026 We are seeking highly skilled Call Center Customer Service Representatives to join our client's team located in the Torrance area. This position is responsible for delivering excellent customer care and creating sustainable value for customers via phone, email, chat, and correspondence. The "CSR's" will handle service and information requests, billing, cost savings advice, and explain company policies and procedures along with terms and conditions. Essential Job Functions: • Providing efficient and effective service to customers and prospects on all patron-based services to a variety of inquiries and customer needs. • Maintains sincere interest in providing stellar customer care • Understands customer needs, determines the appropriate course of action to meet those needs and completes and initiates the transaction • Exercises independent thinking in meeting customer expectations • Combines knowledge of product, good work ethic, effective time management skills, and human relations skills to meet performance standards and positively influence the client's image Must Possess the Ability to: • Process information quickly and accurately • Work under time constraints • Understand and apply new concepts • Analyze Information and evaluate results • Effectively deal with complex customers • Create positive customer relationships by defusing angry and upset customers • Demonstrate commitment to learning quickly and effectively applying knowledge • Attention to detail and follow-up Minimum Requirements: • High School Diploma or equivalent • Minimum 1 year of call center experience • Minimum 1 year of customer service experience • Knowledge of computer (PC) and internet applications • Excellent Telephone etiquette • Excellent communication skills written, verbal, and interpersonal • Proficiency in keyboarding/data entry (At least 35wpm) - Typing Test given • Excellent oral and written skills: Grammar and terminology • Time management skills • Ability to pass a background check and drug screen upon offer of employment Required Qualifications: • 6 months- 1 year of Call Center Experience Shift Times: 1. Mon - Fri: 8:00 am - 6:00 pm (MUST have flexibility to work during these hours)􀀀 2. Must attend ALL training assigned days (First 30 days)
    $32k-41k yearly est. 3d ago
  • External Sales Representative | Southern California

    Seller's Advantage 3.9company rating

    Finance service representative job in Riverside, CA

    Location: Remote, with travel throughout Los Angeles, Orange, Riverside, and San Bernardino Counties depending on your location Schedule: Full-time | Flexible | Travel Required Compensation First 3 months: $10k per month After initial period: 100% commission-based earnings On-Target Earnings: $250K+ (NO CAP) We're seeking a top‑tier, self‑driven External Sales Representative who thrives on face‑to‑face interaction, builds rapport quickly, and knows how to close. Why This Role Stands Out We provide pre‑qualified leads-you take ownership of building relationships, presenting our solutions, and closing deals. You'll work face‑to‑face with clients while being supported by a collaborative team that believes in shared success, positivity, and mentorship. About Us: Seller's Advantage is a leading real estate investment company with 30+ years of experience helping homeowners sell properties quickly and hassle-free. We specialize in buying homes for cash with no fees or commissions. Our high-energy, sales-driven team thrives in a fast-paced, results-oriented environment where success is rewarded. We're expanding our External Sales team in Southern California and are looking for a high-performing, self-motivated professional who excels in face-to-face sales, relationship-building, and closing deals. Who We're Looking For: We need a driven sales professional who thrives on face-to-face interactions, relationship-building, and closing deals. Qualifications: 5+ years of successful sales experience (face-to-face, direct sales, financial services, mortgage, or real estate industries preferred). A strong ability to build relationships and close deals. Real estate or mortgage experience is a plus, but not required. Excellent communication, negotiation, and presentation skills. Experience using Salesforce, RingCentral, and Microsoft Teams to track and manage sales pipelines. Self-motivated, reliable work ethic-comfortable working independently while staying accountable. Professional presence and strong LinkedIn profile-you understand the importance of personal branding. Reliable car and willingness to travel extensively throughout Southern California (Los Angeles, Orange County, Riverside, and San Bernardino Counties). Strong problem-solving skills and the ability to adapt in any situation. Ability to meet deadlines, manage multiple projects, and work effectively in a fast-paced environment. What You'll Be Doing Developing and executing a strategic sales plan to meet or exceed sales goals. Meeting with potential clients in person, building relationships, and closing deals. Leveraging Salesforce to track sales progress and manage the sales pipeline. Utilizing RingCentral and Teams for daily collaboration and virtual meetings. Independently scheduling appointments, travel, and follow-ups. Providing top-tier customer service to maintain and grow client relationships. Collaborating with the sales team to share insights, strategies, and lead opportunities. Why Join Us? Compensation & Growth: First 3 months: $10,000 per month. After 3 months: 100% commission-based earnings. On-Target Earnings: $250K+ (NO CAP). Performance-based incentives and bonuses. Work Environment & Support: Morning huddles and strong team collaboration. Supportive, positive culture-team members help each other succeed. Comprehensive training program (45 days) to ensure success. Ongoing mentorship and sales coaching. Top-Tier Benefits: Health, dental, and vision insurance (after 30 days). 401(k) with matching. Life insurance and disability coverage. Paid time off. Ready to Take Your Sales Career to the Next Level? Apply Today! If you are a high-performing sales closer who thrives in face-to-face interactions and wants to take control of your income and career growth, apply now to join our team. Job Type: Full-time Pay: From $125,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Application Question(s): Are you able to be on the road 80% of the time? Experience: Sales: 5 years (Required) Work Location: On the road
    $54k-100k yearly est. 3d ago
  • Sales Representative

    California Mantel & Fireplace, Inc.

    Finance service representative job in Anaheim, CA

    California Mantel & Fireplace, Inc. has been a trusted whole hearth supplier for 30 years, manufacturing and installing mantels and leading fireplace brands, Heatilator and Heat & Glo. Our goal is to provide a centerpiece of warmth and class for every home, creating the desired look and feel for our customers. We are recognized by the building industry as setting the highest standard in value, quality, and customer service. Based in Sacramento, CA with a division in Anaheim, CA, we service the nation's largest developers, custom homeowners, and homebuilders. Our extensive selection of styles, finishes, and colors ensures an elegant fireplace mantel that is custom-fitted and installed with precision and care by trained professionals. Role Description This is a full-time, on-site role for a Sales Representative located in Anaheim, CA. The Sales Representative will be responsible for building and maintaining relationships with customers, identifying sales opportunities, presenting and explaining the features and benefits of our products, and completing sales transactions. The Sales Representative will also provide exceptional customer service, follow up on leads, and stay up-to-date with industry trends and product knowledge to address customer inquiries effectively. Qualifications Proven experience in sales, preferably in a related industry Strong communication and interpersonal skills Ability to build and maintain relationships with customers Excellent customer service skills Knowledge of fireplace mantels and hearth products is a plus Self-motivated, goal-oriented, and able to work independently Familiarity with CRM software and sales processes High school diploma or equivalent; bachelor's degree preferred Ability to work on-site in Anaheim, CA
    $42k-79k yearly est. 1d ago
  • Investment Grade Credit Trader

    Pacific Life 4.5company rating

    Finance service representative job in Newport Beach, CA

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. Excellent communication, collaboration, and decision-making skills. Upholds the highest standards of ethics and integrity. Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $180,180.00 - $220,220.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $61k-105k yearly est. Auto-Apply 60d+ ago
  • Financial Service Representative II

    Southland Credit Union 3.7company rating

    Finance service representative job in Lynwood, CA

    Role Provide exceptional service at all times. Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans. Major Duties and Responsibilities Identifies cross sell opportunities and cross-sells all C.U. products and services, including account related products such as, but not limited to, credit life, credit disability, MBI, GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services. 10% Assists members with opening and closing savings, checking, certificates, IRAs and other depository service accounts (limited cash handling). Perform necessary file maintenance to set up accounts and services. Assist members and potential members with loan requests, takes loan applications, process loan documents for in-person closing or shipment via mail, including preparation of loan records and data set up on computer system. Review any conditions required for loan approval with member and obtain necessary documentation. Forward exceptions to a Loan Officer if automatic system approval is not received. Follow up on unclosed member loans that cannot be completed at initial meeting. Assures that appropriate records are maintained and required reports are prepared. Collect and forward taxes on all vehicle loans. Set up and input file maintenance for check orders, payroll deduction, automatic transfers and ACH origination. Monitors lobby activity to ensure prompt, professional service. Performs all duties within procedures, policies, and SCU's Universal Performance Standards. Performs other related duties as assigned. Knowledge and Skills Experience: One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required Education: A high school diploma or GED. Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job. Other Skills: Must be fulent in spanish.Exceptional sales skills. PC proficient, able to operate a computer keyboard and 10-key calculator. Hours & Location: St. Francis Express Office 3628 E. Imperial Hwy. STE 106 Lynwood, CA 90262 Hours: Monday - Friday: 8:00 a.m. - 4:00 p.m. Closed daily: 11:30 a.m. to 12:00 p.m. This Job Description is not a complete statement of all duties and responsibilities comprising this position. Southland Credit Union is an Equal Opportunity Employer. Salary Minimum USD $27.30/Hr. Salary Maximum USD $40.96/Hr.
    $27.3-41 hourly Auto-Apply 10d ago
  • Banker Associate, Emerging Middle Market - Associate

    JPMC

    Finance service representative job in Irvine, CA

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $52k-104k yearly est. Auto-Apply 60d+ ago
  • Correctional Services Officer (Part-Time)

    City of Santa Ana, Ca 4.7company rating

    Finance service representative job in Santa Ana, CA

    The City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to our community. DEFINITION Under general supervision of full-time staff, performs duties related to booking, monitoring and maintaining order among inmates in a direct supervision jail facility. This part-time classification is distinguished by the need to exercise independent judgment and initiative in the performance of duties within specific areas of responsibility in a Type II jail facility that uses a "direct supervision" inmate management philosophy. Incumbents will work independently under the indirect supervision of designated full-time jail or police department personnel. Note: CalPERS (CA PUBLIC EMPLOYEES' RETIREMENT SYSTEM) retired annuitants are not eligible for this position. * Assists in monitoring the conduct of inmates in a variety of custodial situations within a jail facility. * Performs inmate intake processes by searching, accepting property, checking criminal history records, booking, issuing clothing, fingerprinting and photographing inmates. * Ensures that inmate property is recorded and safely secured. * Escorts inmates to housing modules from attorney visits, medical visits, and inmates returning from court. * Escorts and directs inmates to recreational, operational and rehabilitative activities; observes interaction and verbally or physically intervenes if necessary. * Assists in ensuring that the facility is clean, well-maintained and secure. * Monitors condition of jail facility, identifies hazards or maintenance issues and refers matters requiring attention to appropriate personnel. * Receives, resolves or attempts to resolve complaints or requests from inmates; refers matters to supervisors. * Completes appropriate records such as assignment logs, transfer and release paperwork, etc. * Responds appropriately to inquiries regarding inmates. * Receives and checks incoming and outgoing mail and correspondence. * Observes and directs activities during inmate visits. * Enforces jail rules and prepares written documentation concerning incidents or violations. * Controls or assists in monitoring access to attorney rooms and visiting areas within the facility. * Assists in processing inmates for court appearances as necessary. * Operates department vehicle to pick up medications from local pharmacies, as needed. * Operates manual and electronic jail security systems. * Provides escort services for maintenance staff and other service providers within the jail facilities. * Performs administrative tasks updating classification or housing information, serving subpoenas, processing paperwork and preparing memos and reports. * Assists in ensuring that operations comport to applicable state and federal laws concerning the confinement and security of inmates as well as other administrative regulations, judicial rulings, and Police Department manuals, policies and regulations. * Performs other related functions as assigned. Sufficient training, education, and/or experience to demonstrate the skills and abilities listed below; successful completion of pre-employment process including comprehensive background investigation with no felony convictions; 18 years of age at the time of application. Skill in: Exercising safe and effective communication skills; basic typing and computer use. Ability to: Maintain security, control and custody of inmates; provide clear and direct instructions on rules, regulations and procedures; interact with people of varied social, economic and cultural backgrounds; develop and maintain accurate records and prepare thorough but concise reports: utilize various management information systems and automation tools to maintain and access information and electronic communications via desktop computer systems and computer networks; make decisions on effective courses of action in emergency situations; establish and maintain effective working relationships with others; work effectively under minimal supervision. NOTE: Must possess and maintain a valid California Class C driver's license as a condition of employment. Tattoo Policy: Tattoos shall not be visible while employees are on-duty. If you have any visible tattoos on or behind the ear, on the hands or fingers, on the neck or head that cannot be covered by a standard collared uniform shirt, you do not meet our tattoo policy and you will not be able to continue in the selection process. If you have any questions regarding the tattoo policy, please contact Background Unit Supervisor, Sergeant Daniel Baek via e-mail ******************* Candidates will be required to attend and successfully complete an eight-week correctional officer training academy. Attendance dates are to be determined.All applicants are required to complete and submit a City application form and answer the supplemental questionnaire online. Resumes or faxed copies will not be accepted in lieu of the City online application. To apply, click on the "Apply" link located at the top of this page. New users must create an account first. Click on this link for instructions on how to set up your account and apply for the first time: Online Employment Application Guide. Applications, as well as responses to the supplemental questionnaire, will be reviewed by the Human Resources Department and Police Department. A Personal History Statement and Background Investigative Questionnaire, completed by candidates prior to the end of the selection process, will also be reviewed by the Police Department. Applicants that possess the most recent and pertinent qualifications will be invited to continue in the selection process, which includes (may be administered/scored in a different order than what is listed below): 1. REACT Test: (50%) includes multiple-choice video simulations and computer administered test in which candidates must complete the following four components: a video-based human relations test, a reading test, a math test and a report writing test. Testing takes approximately 2 hours. The examination is administered by the National Testing Network. PLEASE DO NOT TAKE THE REACT EXAM UNTIL YOU RECEIVE AN E-MAIL STATING THAT YOU MEET THE MINIMUM QUALIFICATIONS. Candidates need a score of 75% or higher on the Video Section, 70% or higher on the Count Section, and 80% or higher on the Reading Section to pass this examination. The following three selection components (#2 Physical Agility Examination, #3 Oral Interview Examination and #4 Background Review) are all consolidated inone full day of testing. 2. PHYSICAL AGILITY EXAMINATION:(Qualifying) will evaluate each applicant's physical strength, agility and endurance in the following timed components: * 1.5 MILE RUN : The 1.5 mile run must be completed within 14 minutes to pass the City of Santa Ana physical agility test. * 50 YARD SPRINT: Sprint on a straight track within 30 seconds. * OBSTACLE COURSE: Complete the following: Start 15 yards back from the beginning of flight of stairs or bleacher steps, walk or jog the 15 yards, climb up 10 steps, return down the stairs and jog or run back to the original starting point within 30 seconds. * BODY DRAG: Lift and drag 165-pound lifelike dummy 20 feet within 20 seconds. Each of the above events are timed. Candidates must successfully complete all four events to pass the physical agility test. Tentative 2026 CO PAT Dates: 02/19/26, 03/12/26, 04/23/26, 05/21/26, 06/25/26, 07/23/26, 08/27/26, 09/24/26, 10/22/26, 11/19/26, 12/17/26 3. ORAL INTERVIEW EXAMINATION: (50%) will evaluate experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass this examination. 4. BACKGROUND REVIEW: (Qualifying) prepare personal statement, receive background packet and meet with background investigator. 5. BACKGROUND INVESTIGATION AND MANAGEMENT ORAL INTERVIEW:(Qualifying) candidates will be investigated regarding employment, neighborhood conduct, references, financial stability, criminal history, driving history, educational history, and other related factors. Management will evaluate each candidate's experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass this examination. 6. POLYGRAPH EXAMINATION:(Qualifying) candidates will take a polygraph examination designed to determine the truthfulness of the candidate's responses about his/her qualifications and suitability as a Correctional Officer. 7. PSYCHOLOGICAL EVALUATION: (Qualifying) candidates will be interviewed by a licensed psychologist to assess the candidate's behavior and character to determine if an individual is at significant risk for employment problems as a Correctional Officer. BILINGUAL ORAL FLUENCY EXAM:(If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process. BILINGUAL ORAL FLUENCY EXAM: (If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process. Applicants must pass every component of the selection process in order to be further considered. NOTE: Prior to appointment, candidates will undergo a thorough backgrounds process, polygraph assessment, psychological suitability evaluation, and medical examination to determine minimum acceptable physical qualifications. Once appointed, candidates will be required to attend and successfully complete an eight-week, full-time Correctional Officer training academy within the one-year probationary period. The City of Santa Ana is an equal opportunity employer. If you consider yourself a person with a disability, you may contact us regarding providing reasonable accommodation.
    $40k-52k yearly est. Easy Apply 18d ago
  • Financial Services Representative - State Farm Agent Team Member

    Derek Tsu-State Farm Agent

    Finance service representative job in San Marino, CA

    Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Ability to relate to a customer. Goal-oriented and motivated by achieving measurable results.
    $33k-52k yearly est. 21d ago
  • Financial Services Representative State Farm Agent Team Member

    Allan Cheng-State Farm Agent

    Finance service representative job in Glendora, CA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Employee discounts Flexible schedule Paid time off Training & development Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Simple IRA Requirements Successful track record of meeting sales goals/quotas preferred Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Ability to make presentations to potential customers Ability to assess customer needs and conduct effective interviews Knowledge of financial services products Ability to explain complex financial issues in understandable terms Bilingual - Mandarin preferred Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education Bachelor's degree required If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $33k-52k yearly est. 21d ago
  • Associate - Finance - Banking (Lender Side)

    The Practice Group 4.5company rating

    Finance service representative job in Costa Mesa, CA

    About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's Banking & Private Credit Practice leads the market in every major financial center worldwide. We advise a diverse range of credit providers, including banks, financial institutions, and private credit funds, as well as borrowers ranging from major public companies and sponsors to startups and growth companies. This vast scale and deep experience provide Latham with an unmatched 360-degree view of public and private markets. Always Ahead of the Market We see more deals than any other law firm, annually advising on hundreds of financings valued at hundreds of billions of dollars. Our practice, distinguished by its breadth and sophistication, covers every key product and deal type in every major market. With a track record of firsts, we consistently top global league tables and industry rankings and remain ahead of market shifts. Leveraged Finance Leader Latham's deep understanding of the sponsor market and trend-setting capabilities uniquely position us to advise both lenders and borrowers on leveraged and acquisition financings. We navigate the complexities of syndicated and private credit markets, providing strategic advice to major players across all industries. Our pioneering work in the direct lending market enhances our ability to guide direct lenders and their borrowers through complex deals, leveraging market-leading capital markets, M&A, and restructuring experience to develop innovative structures and facilitate efficient dealmaking. Prowess in Syndicated Lending Our broad and sophistication practice covers every key market, structure, and deal type in the syndicated market. With our global footprint, we regularly top the legal advisor league tables for syndicated lending and have worked on many of the largest and most complex leveraged buyouts in multiple jurisdictions. With decades of experience guiding clients through broadly syndicated loans and asset-backed lending transactions, we are a key port of call for investment banks and borrowers alike when navigating this complex marketplace. Private Credit Pioneer Our practice, built on a foundation of innovation and experience, counts as clients the most active lenders, funds, credit platforms, and investment managers, as well as borrowers, in a wide range of transactions from the middle market to large-cap. We routinely guide sophisticated private capital providers through: First and second lien loans Unitranche loans Mezzanine loans Asset-based loans, including first-in last-out (FILO) loans Preferred equity and other junior capital transactions Our experience spans deal sizes from the middle market to complex multi-billion dollar unitranche transactions. We design and implement multi-tiered capital structures, addressing subordination, security, intercreditor issues, restructurings, equity co-investments, and tax and regulatory matters. Excellence Across Syndicated and Private Markets Clients benefit from our profound market understanding and strong relationships with key players, including leading global banks, private capital funds, financial sponsors, information sources, and other market participants. We collaborate across Latham's global private capital platform to deliver seamless services tailored to each client's strategy and transaction objectives. We draw on our vast network to answer niche questions, meet client needs, and make transactions work for all parties. Built for Complexity Our Banking & Private Credit Practice is built for complex, cutting-edge, and consequential deals. This vantage point allows us to anticipate market shifts and tailor solutions to specific financial goals and risk appetites, accelerating growth and unlocking shareholder value through creative and innovative financing strategies. Our team is strategically positioned to advise and address the needs of our clients in any market, drawing on a winning complement of deep product expertise, innovation, and exceptional execution capabilities. About the Role The Latham Banking Practice is seeking associates with a minimum of 2 years of private credit, acquisition finance or leveraged finance experience to join our cutting edge and constantly growing team. Our clients are arrangers and direct lenders. This is a high growth practice with a supportive, collegial culture that continues to expand every year. Main Contact Details Lateral Recruiting - Finance ******************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000
    $33k-78k yearly est. Auto-Apply 15d ago
  • Customer Financial Services Representative (AR/Collections)

    Iconix Waterworks

    Finance service representative job in Perris, CA

    About the Role Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien) Knowledge of the Preliminary Notice and Lien Release process within various States. Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time. Here's a Snapshot of How You'll Contribute to Our Team Strong attention to detail with proven time management, planning & organisation skills Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values Self-motivated, results driven and strong problem-solving skills Great attention to detail with the ability to prioritise tasks and meet deadlines Excellent interpersonal and communication skills - oral and written Excellent multitasking and analytical skills Who We're Looking For Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset. 2+ years related experience Excellent computer skills for word processing and excel spreadsheet analysis Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner Ability to work with difficult customers and resolve problems and issues Occasional travel to the US may be required Why Choose ICONIX? This is a place where you will be empowered to do your best work. We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered. Base Pay: $29.75 - $34.50 per hour Employee Incentive Plan (Annual Bonus)* Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays) Flexible health benefit plans (medical, dental, vision, ancillary) 401(k) plan with employer matching Education assistance Professional development Scholarship program Flexible work arrangements Referral bonuses Employee discount programs Comprehensive employee assistance program *For eligible employees. Ready to build your career and realize your full potential? Apply now and join the flow! #IWW ICONIX. Real People. Real Service. Real Solutions. ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks. Working at ICONIX Means Being Part of a Greater Organization ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group. Follow Us on Social Media
    $29.8-34.5 hourly Auto-Apply 4d ago
  • Part Time Associate Banker Irvine (30 hours)

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Irvine, CA

    JobID: 210628998 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Irvine,CA $22.50-$27.60 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $27k-51k yearly est. Auto-Apply 5d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Aliso Viejo, CA?

The average finance service representative in Aliso Viejo, CA earns between $27,000 and $63,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Aliso Viejo, CA

$41,000

What are the biggest employers of Finance Service Representatives in Aliso Viejo, CA?

The biggest employers of Finance Service Representatives in Aliso Viejo, CA are:
  1. Fidelity Holding
  2. Fidelity Investments
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