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Investment Grade Credit Trader
Pacific Asset Management, LLC
Finance service representative job in Newport Beach, CA
Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**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 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.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
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$62k-103k yearly est. 2d ago
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Client Services Representative
Venbrook 3.3
Finance service representative job in Irvine, CA
JOB TITLE: Client ServicesRepresentative (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 ServicesRepresentative 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 1d ago
Airline Customer Service Representative in ONT Airport - Starting Pay $20/hr or $21/hr with Airline Experience | Part Time Opportunity (ONT CSA 2025)
Hallmark Aviation Services 4.3
Finance service representative job in Ontario, CA
Looking for ways to supplement your income with a part-time opportunity?
Hallmark Aviation is seeking CUSTOMER SERVICEREPRESENTATIVES to provide Exceptional service
to our WORLD CLASS International Airline at ONT airport.
Perform a broad range of duties depending on location and service demands while delivering a high-quality product
Daily functions may include rotation through ticket counter, lobby area, gate functions, customs, arrivals and other areas within the airport
Constant passenger & crew interaction
Operate jet bridge
Resolve issues with flight activity to ensure on-time departure
Some cash handling transactions, manifests, and labeling
Skills
Common sense and organized
Mental capacity to make quick and rational decisions
Effective communication skills and good listening skills
Able to multi-task and carry out duties in a fast-paced environment
Bilingual speakers needed.
Environmental Conditions:
* Involves continuous people interaction and exposure to aircraft sounds
Required Skills
Basic Requirements
At least 18yrs old, with a High School Diploma or G.E.D.
English proficient, other languages may be required
Basic Math Skills: Adding, Subtracting, Division, and Multiplying
Computer Literate
Able to stand, bend, squat, reach, grasp and pick up items; occasional lifting up to 70lbs
Reading & comprehension of reference materials, instructions, policies & procedures
Starting pay $20/hr or $21/hr with Airline Experience
$20-21 hourly 4d ago
Route Service Representative (Class A) - RMC Long Beach
American Textile Maintenance Co 3.5
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 ServiceRepresentatives 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
Route Service Representative
Flexlinen
Finance service representative job in El Monte, CA
The Route ServiceRepresentative is responsible for providing exceptional customer service to an established customer base through the pick-up and delivery of laundry items such as towels, mats, aprons, and also restroom supplies, etc. The Route ServiceRepresentative must effectively respond to the customer's needs and also be able to skillfully manage the customer's inventory.
The Route ServiceRepresentative will consistently maintain and present a professional image through excellent customer service to both internal and external customers.
Provide service in the most professional, timely and courteous way possible
Drive considerately and safely at all times
Be thoroughly knowledgeable of FlexLinen products and services, and follow all policies and procedures
Exchange clean goods for dirty and accurately count and record inventory on a weekly basis.
Renew Service Agreements as needed
Help achieve annual sales targets and average weekly revenue quotas by upselling to existing clients and prospecting new clients.
Requirements
Industry experience is desired, not required.
Driving record that meets insurance carrier standards.
Able to lift and carry bundles weighing up to 85 pounds short distances.
Able to climb in and out of a truck several times a day in all kinds of weather
Organized with strong communication skills.
Able to manage time and meet deadlines.
$31k-43k yearly est. 4d ago
Loan Servicing Associate
Royal Business Bank 4.1
Finance service representative job in Los Angeles, CA
Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.
Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes;
Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies;
Assist customers and staff with loan-related inquiries;
Perform loan account maintenance;
Ensure compliance with all applicable government, investors, and bank regulations;
Perform other duties as assigned
QUALIFICATIONS
EDUCATION: AA degree or equivalent
EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus
SKILLS/ABILITES
Strong interpersonal and customer service skills
Positive attitude
PC proficiency in Microsoft Office
Detail-oriented and follow-through skills.
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
$36k-43k yearly est. 1d ago
Customer Service Representative
24 Seven Talent 4.5
Finance service representative job in Bell Gardens, CA
We are seeking a temporary Customer Experience Representative to support our client, who is well-known in the luxury apparel industry!
Schedule & Location
Monday - Friday, 8:30 AM - 5:00 PM
No weekend work required
Compensation
$21 per hour
A candidate with Luxury customer service experience is preferred.
Essential Duties & Responsibilities
Handle customer inquiries, needs, and requests across multiple channels, including email, phone, chat, and social media
Develop a strong understanding of product offerings to assist with inquiries, recommendations, and order-related issues
Process customer orders, returns, and exchanges with accuracy and efficiency
Identify, troubleshoot, and resolve customer issues while striving to exceed customer satisfaction goals
Maintain professionalism and ensure all customer interactions reflect brand standards
Accurately document customer interactions and feedback within the CRM system (Gorgias or similar)
Collaborate with internal teams to resolve complex customer concerns and contribute to continuous process improvement
Liaise with the warehouse to resolve issues related to orders, deliveries, credits, and returns, proactively communicating updates to the team
Qualifications
Proven customer service experience, preferably within a luxury retail or e-commerce environment
Strong written and verbal communication skills across multiple platforms
Ability to multitask, prioritize effectively, and maintain attention to detail
Experience using CRM systems;
Experience with
Gorgias, Shopify, and Loop
is highly desirable for a smooth transition.
Problem-solving mindset with the ability to manage escalated or complex customer situations
Team-oriented approach with the ability to collaborate cross-functionally
$21 hourly 21h ago
Veterinary Sales Representative -Flex Time (12 days/mo)
Promoveo Health 3.0
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. 21h ago
Leveraged Finance Associate - Los Angeles
Sonder Consultants 4.4
Finance service representative job in Los Angeles, CA
Leveraged Finance - Los Angeles
The Firm & Opportunity
An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation.
Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion.
Hiring Profile
The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy.
Additional qualifications include:
Elite academic credentials; Juris Doctor from an ABA-accredited law school
Training at a top-tier BigLaw platform
California Bar admission preferred, or eligibility to sit for the California Bar
Why This Role
This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group.
Why This Firm
The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family.
Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being.
Interested?
For a confidential discussion, please contact Cole Evarts at *********************************.
About Sonder Consultants
Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
$46k-80k yearly est. 4d ago
Financial Reporting Associate
Dailylook 3.3
Finance service representative job in Los Angeles, CA
Los Angeles, CA, USA (on-site, not hyrbid or remote)
DailyLook, a subsidiary of Victoria's Secret & Co. (NYSE: VSCO) since being acquired in December 2022, is seeking a Financial Reporting Associate to join the finance and accounting team.
Qualifications for the Position
Bachelor's degree in Accounting, Finance, or a related field
CPA preferred
At least 2+ years of relevant experience is a must
Knowledge of SOX 404 compliance & internal controls preferred
Strong knowledge of GAAP and financial reporting.
Experience with ERP systems (NetSuite preferred).
Advanced proficiency in Microsoft Office and other financial tools.
Excellent analytical, organizational, and leadership skills.
Exemplary interpersonal communication skills both verbal and written
Highly motivated, collaborative
Experience in a Startup or Retail industry is an extra plus!
An intellectually curious team player with a no-compromises approach to work quality, attention to detail, organization, and the ability to manage multiple priorities and projects in a fast-paced environment
Self-motivated, detail-oriented, hands-on go-getter with the ability to build and overhaul processes, take initiative, work independently and proactively, multi-task, and remain flexible with changing priorities
“I'll find a way!” mindset where you can leverage your autonomy within your role to think outside the box
Demonstrated ability to communicate and collaborate effectively across global teams by adapting to diverse cultural norms, respecting time zone differences, and leveraging digital collaboration tools to maintain alignment and productivity
Skilled in building trust and fostering inclusive communication styles that support clarity, empathy, and shared goals in international work environments
Ability and willingness to work on-site at our office in Downtown LA office 5x a week.
Responsibilities
Play a key role in the month end financial statement close process by preparing month end journal entries and account reconciliations.
Coordinate with internal & external auditors as needed
Prepare the monthly, quarterly and annual financial statements and supporting financial reporting packages.
Ensure compliance with GAAP and other financial regulations.
Prepares the budgeting, forecasting, and variance analysis.
Prepares various scenarios for forward looking finance requests as needed
Implement and improve financial reporting processes and internal controls.
Other responsibilities (i.e. special projects, ERP enhancements, system uplift procedures, internal controls, and ad hoc analyses as requested.)
Collaborate with other departments and provide necessary financial information to help monitor KPI performance
Prepare monthly KPI results
Reports to Senior Accounting Manager
Compensation & Benefits
The base /pay for this position ranges from $85,000-$100,000. This is an exempt position. Pay is based on a number of factors including job-related knowledge, skills, and experience.
In addition to base compensation, Adore Me offers employees the following benefits:
401(k)
Access to virtual health and wellness support
Medical, dental, and vision
Paid holidays
Sick time
Paid parental leave for new parents
Paid prenatal leave
FSA
Access to virtual family-building care platform
Commuter Benefits
Supplemental Life Insurance
Voluntary Short & Long Term Disability Insurance
DailyLook is proud to provide equal opportunity to all employees and qualified applicants without regard to race, color, religion, national origin or citizenship, age, sex, marital status, ancestry, legally protected physical or mental disability, veteran status, gender identity, sexual orientation or any other basis protected under applicable law.
By applying for this position, the applicant authorizes DailyLook to check all references list on your application and/or resume.
$85k-100k yearly 2d ago
Customer Service Representative
Karen Kane 3.6
Finance service representative job in Vernon, CA
We're looking for an Ecommerce Customer ServiceRepresentative to join our team by assisting customers placing online orders through inbound calls, outbound calls, and email correspondence. Do you have excellent communications skills and problem-solving skills? This may be the perfect job for you! This is an on-site position based in Los Angeles, CA. The ideal candidate for this job is engaging, client-centric, focused on finding solutions, and committed to providing A+ customer service.
About the Role - Job Responsibilities Include:
Respond, answer, and resolve any customer inquiries and concerns
Help customers place orders over the phone; increase revenue through cross-selling and up-selling merchandise
Communicate with customers who are experiencing various issues through emails, phone calls, and live chat
Develop and maintain a strong knowledge of our clothing and other products, as well as our current promotions
Help receive and prepare incoming ecommerce merchandise so that it is shipment-ready for our customers
Provide product detail to our Ecommerce team to help improve online product descriptions
Communicate clearly with all departments in writing and/or verbally regarding defective and unacceptable merchandise
Offer suggestions as needed to improve team processes or efficiencies
Respond promptly and accurately to customer inquiries and requests
Assist customers with placing, tracking, and returning orders
Work with Ecommerce team on related initiatives and activities as needed
Qualifications - Candidate Requirements:
High school diploma / GED
Experience working with Gorgias, AirCall, Shopify and/or similar Ecommerce platforms systems preferred
Ability to read, write, and speak in both English and Spanish (bilingual)
Self-motivated with the ability to question and learn new tasks quickly
Ability to empathize with and prioritize customer needs
Ability to determine customer needs and provide appropriate solutions
Highly motivated, energetic and upbeat personality
Microsoft Office Knowledge - Outlook, Excel, and Word
Ability to work independently and with a team
Pay range and compensation package - Benefits:
401k plan with partial company match
Comprehensive healthcare, dental, and vision plan
Clothing discount
Voluntary life insurance, as well as short-term and long-term disability policies
Voluntary free annual biometric health test
Early access to company sample sales
Company-sponsored Wellness program
Access to free monthly health & mindfulness webinars
Seasonal monetary awards for participation in company Fitness Challenges
Partial healthcare-subsidized fitness membership to 10,000 gym locations across the country
Company-subsidized discounts to theme parks & local attractions, including Disneyland, Knotts Berry Farm, Universal Studios, Legoland, Six Flags, Sea World, and Southern California sports teams; discounts to brands including Vitamix, Sonos, and others
$28k-35k yearly est. 21h ago
Customer Service Representative
Ultima 4.3
Finance service representative job in Culver City, CA
Job Title: Customer ServiceRepresentative
Job Type: Full Time
About Us
At Ultima, we're not just selling products-we're offering real solutions to real challenges. As a CSR, you'll be on the front lines of our growth strategy, connecting with prospective customers, understanding their needs, and delivering value that makes a measurable difference. We're building a team that values integrity, performance, and people-and we want you to be part of it.
Job Summary
As a CSR you'll be the key point of contact for customers. You'll answer any questions, queries and concerns all while being the face of the company! Your role ensures that all customers feel informed, supported, and excited while learning about our Client.
Key Responsibilities
• Engage with customers face to face providing friendly support
• Proactively identify customer needs and recommend appropriate products, upgrades, or solutions
• Handle inquiries related to pricing and general information
• Achieve individual and team sales targets through excellent service and persuasive communication
• Maintain up-to-date knowledge of our client's products and services
Qualifications
1-3 years of experience in customer service, event coordination, or hospitality
Excellent verbal and written communication skills
Strong problem-solving skills and the ability to stay calm under pressure
High attention to detail and exceptional organizational skills
Positive, team-oriented attitude with a passion for creating memorable experiences
What We Offer
Competitive salary and benefits package
Opportunity to travel to live events (as applicable)
Fun, collaborative, and creative work environment
Clear growth path in the customer experience and events space
Exposure to exciting high-profile brands
How to Apply:
Submit your resume for consideration! Interviews will be held in person at our Culver City office beginning this week! If you're out of state we can arrange a virtual meeting. Looking forward to connecting with you!
$32k-40k yearly est. 1d ago
External Sales Representative | Southern California
Seller's Advantage 3.9
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, financialservices, 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. 5d ago
Wholesale Sales Representative
Shy Creation Fine Jewelry
Finance service representative job in Los Angeles, CA
Ideal role for reps with experience in fashion-forward fine jewelry or luxury fashion jewelry, based in the greater Los Angeles area.
SHY CREATION, an award-winning fine jewelry brand experiencing rapid expansion, is seeking a dynamic and relationship-driven Wholesale Sales Representative to join our Los Angeles team. This is an extraordinary opportunity for a motivated professional who thrives in a fast-moving environment, values independence, and is passionate about building long-term retail partnerships.
About SHY CREATION
SHY CREATION is a leader in modern fine jewelry, known for craftsmanship, innovation, and a culture built on integrity, creativity, and collaboration. We are scaling quickly-and looking for the right talent to grow with us.
Role Description
The Wholesale Sales Representative will be responsible for managing and expanding relationships with jewelry retailers across the country, growing sales, and representing the SHY CREATION brand with professionalism and enthusiasm. This role offers top-tier compensation, autonomy, and the chance to make a major impact in a high-growth environment.
Key Responsibilities
• Build, manage, and deepen relationships with current and prospective jewelry retail partners.
• Drive growth by expanding existing accounts and identifying new wholesale opportunities.
• Represent the SHY CREATION brand at appointments, trade shows, events, and in-store visits.
• Develop strategic sales plans and execute with discipline and follow-through.
• Provide exceptional customer service and support to retail partners, ensuring strong sell-through and long-term retention.
• Collaborate with internal teams to relay market feedback, inventory needs, and opportunities.
• Maintain accurate sales reporting, forecasting, and account records.
• Travel as necessary.
Qualifications
• Wholesale jewelry sales experience strongly preferred (fine jewelry or luxury goods).
• Established relationships or experience working with jewelry retailers is a major advantage.
• Proven ability to drive revenue growth and manage a sales territory.
• Highly self-motivated with strong organizational skills and an entrepreneurial mindset.
• Excellent communication, presentation, and follow-through abilities.
• Passion for fine jewelry, style, and craftsmanship.
• Valid driver's license and ability to travel.
What We Offer
• Top compensation - range $70K to $100K++
• A fast-growing, modern, supportive company culture where great people thrive.
• Independence, trust, and the opportunity to shape your own success.
• A brand with exceptional product, a powerful reputation, and enthusiastic retail partners.
• The chance to join a winning team and grow your career with a leader in fine jewelry.
Join Us
If you're ready for a high-energy, high-reward role with a company that values relationships, excellence, and growth, we'd love to meet you.
Come join SHY CREATION.
$70k-100k yearly 4d ago
Relationship Banker - Orange Coast East Market
Bank of America Corporation 4.7
Finance service representative job in Lake Forest, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financialservices and knowledge of financialservices industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$32k-37k yearly est. 5d ago
Floral Sales Representative
Mellano & Company
Finance service representative job in Los Angeles, CA
Mellano & Company is a leading floral grower and distributor committed to quality products and exceptional customer service. We are seeking a motivated Floral Sales Representative to join our Los Angeles team and play a key role in expanding our customer base and driving revenue growth.
Position Summary
The Floral Sales Representative is responsible for building and maintaining strong customer relationships through product expertise, consultative selling, and outstanding service. This role manages the full sales cycle, including prospecting, order entry, account management, and ongoing client engagement, while consistently meeting or exceeding sales goals.
Key Responsibilities
Provide exceptional service to existing and prospective customers by understanding needs and delivering tailored floral solutions.
Plan and prioritize daily sales activities to maximize customer satisfaction and sales results.
Develop and execute a territory sales plan aligned with company objectives.
Build a new book of business with a target value of $1 million within the first year of employment.
Maintain and grow customer accounts by selling products and services and ensuring accurate account setup and order processing.
Enter sales orders into the POS system and manage account information accurately.
Conduct daily outbound sales calls and cold calls to generate new business.
Manage sales activities and customer interactions using CRM tools.
Conduct client visits and periodic business reviews.
Resolve customer issues professionally, including product credits and service concerns.
Partner with the Receivables Department to ensure customer accounts remain current.
Participate in weekly sales team meetings, management updates, and ongoing sales and customer service training.
Collaborate effectively with team members while also working independently to achieve results.
Perform additional duties as assigned to support business needs.
Qualifications and Experience
Floral sales experience required.
Proven track record of meeting or exceeding sales and profit goals.
Strong goal orientation with the ability to manage and achieve sales targets.
Solid product knowledge and a customer-focused approach.
Proficiency with computers and business software, including POS systems and CRM tools.
Ability to work collaboratively in a team-oriented sales environment.
Bilingual in English and Spanish preferred.
What We Offer
Competitive compensation and performance-based incentives. $20 - $25 per hour plus commission.
Ongoing sales and customer service training.
Opportunities for professional growth within a respected organization in the floral industry.
Mellano & Company is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
Principals only. Recruiters, please don't contact this job poster.
Please do NOT contact us with unsolicited services or offer
$20-25 hourly 1d ago
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. 2d ago
Route Service Representative - Medico South Gate
American Textile Maintenance Co 3.5
Finance service representative job in South Gate, CA
We are Southern California's leader in uniform and linen services - family owned and operated since 1932. Our proud heritage of quality service started 89 years ago, and the operation has remained in the family ever since for 4 generations. Medico Professional Linen Service is a uniform and linen service specializing in private practice and medical clinic businesses in the Southern California area. This operation is the largest linen and uniform service specializing in this niche in the United States and is now being mirrored by our industry peers in other regions of the country. Our values of team work, quality, and service have been at the heart of what we do and have strengthened our brands and business relationships.
The Route Representative is responsible for servicing the accounts of Medico Professional Linen. Medico Professional Linen Service is a textile rental service organization. Primary responsibility is the customer service of existing and new accounts.
If you are career minded and growth-oriented and have aspirations to work for a company that is the leader in quality and service in its industry, then this position is for you.
This position is responsible for servicing a broad range of customer accounts.
Skills and Abilities:
Must have the ability to communicate effectively both verbally and in writing.
Required to maintain an eligible driving record.
Preferred knowledge and understanding of linen industry.
Knowledge and understanding of maintaining route books, route billing and codes.
Knowledge and understanding of operating a hand held device.
Ability to work well with others and problem solving customer concerns onsite.
Must have a professional manner and appearance.
Must have exceptional organization and customer service abilities.
Must have the ability to learn and participate in group training sessions.
Computer literate.
Position includes required ability to lift more than 30lbs and required ability to stand and walk for eight or more hours per day.
Education:
Must have a high school diploma or GED equivalent.
Experience:
Must have an eligible driving record with at least 5 years driving experience. Class A Drivers preferred.
Benefits:
Hourly Wage
Pension Plan
Comprehensive Insurance Program
Paid Holidays and Vacation
Serious Applicants only!
Job Type:
Full-time
Salary:
$23.00 - $26.00 per hour (Class C)
$25.00 - $28.00 per hour - Class A
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
10 hour shift
Monday to Friday
Must be available weekends
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.
$23-26 hourly 7d ago
Veterinary Sales Representative -Flex Time (12 days/mo)
Promoveo Health 3.0
Finance service representative job in Long Beach, 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.
$55k-100k yearly est. 4d ago
Relationship Banker - Orange Coast East Market
Bank of America Corporation 4.7
Finance service representative job in Laguna Niguel, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financialservices and knowledge of financialservices industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$32k-37k yearly est. 5d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Chino, CA?
The average finance service representative in Chino, 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 Chino, CA