Trader
Finance service representative job in Los Angeles, CA
The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills.
DUTIES AND RESPONSIBILITIES:
Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines.
Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs.
Monitor market conditions, trading workflows, and best execution practices.
Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues.
Maintain trading logs, compliance documentation, and detailed transaction records.
Support the creation and maintenance of investment models and portfolio implementation processes.
Communicate with the advisor team regarding trade status, timing, constraints, and market impacts.
Performs other related duties as assigned by management.
QUALIFICATIONS:
Bachelor's degree in Finance, Economics, or a related field preferred.
1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage.
Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows.
Experience with RIA custodians (Schwab, Fidelity) preferred.
Exceptional attention to detail, accuracy, and organizational skills.
Ability to work collaboratively with advisors and internal teams.
Strong ethical standards and commitment to a fiduciary environment.
BENEFITS AND CENTURY CITY OFFICE PERKS:
Employee medical: With SEIA and employee contributions
Employee dental, vision and life insurance: Fully paid by SEIA
Dependent medical, dental and vision: Employee paid options
Paid Time Off (PTO)
Holiday Pay
Volunteer Pay
401k with generous match and immediate full vesting
Employee Assistance Program (EAP) and discounts
Onsite gym access
Paid parking by SEIA
Reserved parking, valet, onsite car wash service and dry cleaning at employee cost
Snacks and drink options daily, occasional meal catering
Opportunity to work and grow with a collaborative and entrepreneurial team
Customer Service Representative
Finance service representative job in Vernon, CA
Salary: Up to $60,000-$65,000 DOE
We are seeking a motivated Customer Service Representative to join a growing direct-to-consumer (DTC) brand. This is a fantastic opportunity for someone looking to build their career in customer service, with room for growth within the company. Experience in fashion is not required - we welcome candidates from diverse backgrounds.
Responsibilities:
Provide exceptional customer support across multiple channels, ensuring timely and accurate responses.
Manage orders, returns, and inquiries through Shopify and internal systems.
Utilize PC and Excel to track orders, update records, and maintain customer data.
Collaborate with internal teams (Operations, Marketing, and Fulfillment) to resolve issues and improve the customer experience.
Identify trends and escalate recurring issues to improve processes and customer satisfaction.
Assist with product launches, promotions, and seasonal campaigns by supporting customer inquiries and order management.
Generate reports to track customer interactions, order fulfillment, and returns.
Maintain knowledge of products and services to provide accurate information and guidance to customers.
Support internal projects and initiatives that improve operational efficiency and enhance the customer experience.
Qualifications:
Strong communication and problem-solving skills.
Comfortable using Shopify, PC, and Excel (or similar tools).
Highly organized, detail-oriented, and able to manage multiple tasks.
Positive attitude and willingness to learn; experience in fashion or retail is a plus but not required.
What We Offer:
Competitive salary up to $60-65K DOE.
Growth opportunities within a dynamic DTC company.
Supportive, team-oriented work environment.
Customer Service Representative
Finance service representative job in Los Angeles, CA
We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs.
Responsibilities
Create a welcoming and polished experience for employees, clients, and guests.
Deliver responsive, high-touch customer service in person, by phone, and through digital channels.
Collaborate with teammates to share responsibilities and maintain seamless operations.
Partner with other departments to direct inquiries and resolve issues efficiently.
Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination.
Safeguard sensitive and confidential information with the highest level of discretion.
Qualifications
At least 3+ years of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
A customer-first mindset, with the ability to handle requests thoughtfully and professionally.
Initiative and sound judgment to manage situations independently when needed.
Customer Service Representative
Finance service representative job in Pasadena, CA
The Customer Experience Specialist is an entry level customer service role, operating in a call center environment and supporting Consumer Direct Lending. The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD).
The Customer Experience Specialist will:
Operate in a Call Center environment as a customer success advocate
Receive inbound calls and make outbound calls to consumers
Receive inbound text messages and facilitate outbound text messages to consumers
Answer high-volume, inbound calls or texts from current customers in a timely manner. Provide exceptional customer service to all customers' mortgage loan inquiries/requests
Effectively manage a pipeline of up to 75 loans
Performing routine data entry and validation tasks
Handling routine calls, emails and/or chat responses with employees, consumers &/or authorized 3rd parties
Monitoring work queues and intervening as needed
Interacting with multiple departments to expedite processing and/or issue resolution
Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries
Must request assistance for escalated and/or more complex issues to department senior associates or supervisors
Meet outlined production and quality standards
Follow established Policy and Procedures
Performing other related duties as required and assigned
Demonstrating behaviors which are aligned with the organization's desired culture and values
Customer Service Representative
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 6 months of customer service experience
Have strong problem- solving and organizational skills.
Are able to work in a fast-paced environment.
Are able to work a hybrid work schedule comprised of weekly office & remote requirements.
What happens next:
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Representative today.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquí en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orígenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
Customer Service Representative
Finance service representative job in Anaheim, CA
JOB RESPONSIBILITIES:
Include the following. Other duties may be assigned. The order of the duties listed does not represent the importance and/or percentage of time dedicated to each duty.
• Promote positive customer relations with customers and coworkers.
• Answer 100+ routine and non‐routine customer calls daily.
• Acquire a working knowledge of our database.
• Communicate with a variety of people across various levels within the organization.
• Make suggestions on improving/streamlining workflow processes and enhancing profitability.
• Develop a strong teamwork ethic.
• Consistently meet established productivity, schedule adherence, and quality standards.
• Quickly and accurately identify/assess individual needs and take action to satisfy those needs.
• Provide information about products and services.
• Maintains customer records by updating account information.
• Follow communication procedures, guidelines, and policies.
• Resolves service problems by clarifying the customer's complaint, determining the cause
of the problem, selecting and explaining the best solution to solve the problem, and expediting.
correction or adjustment; and following up to ensure resolution.
• Provide face-to-face customer service with walk-in customers.
• Must follow all company rules and procedures.
• Ability to deal with customers in a courteous, polite, and professional manner always.
• Other duties as assigned.
EDUCATION & EXPERIENCE:
• High school diploma or general education degree (GED)
• Customer Service Experience a plus
• Bilingual Spanish a plus
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to use hands and reach with hands and arms, hear, and talk. The employee will be working and navigating on a computer. The employee occasionally is required to stand, sit, stoop, kneel, crouch, and walk. The employee may occasionally be required to lift and/or move up to 20 pounds. The work environment is usually moderate to loud.
Customer Service Representative
Finance service representative job in Riverside, CA
Contract role- 3 months
Duration: 3 Months
About the Role:
We are seeking a detail-oriented and customer-focused individual to join our team for a 3-month temporary assignment. This role is ideal for someone with strong communication skills and proficiency in data entry who thrives in a fast-paced environment.
Key Responsibilities:
Provide exceptional customer service in person and over the phone
Accurately enter and update customer information in company systems
Handle inquiries, resolve issues, and ensure customer satisfaction
Maintain organized records and follow company procedures
Qualifications:
Excellent verbal and written communication skills
Strong attention to detail and accuracy in data entry
Ability to work on-site in Riverside, CA
Previous customer service experience preferred
Schedule: Full-time, on-site
Pay Rate: $20 to $22 per hour
Benefit offerings: include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Customer Service Representative
Finance service representative job in Costa Mesa, CA
**Direct Hire with reporting to Costa Mesa, CA**
The Customer Service Representative I (CSR I) is responsible for handling customer inquiries into the Service Center. This may include phone and email response, walk-in center customer service, inbound call customer service and inbound mail response. CSR may be reassigned on a long term or temporary basis to other shifts or other schedules to balance manpower or meet the needs of the company.
DUTIES AND RESPONSIBILITIES include some or all of the following. Supervisor may assign other duties as needed.
Serve as the first point of public contact for all customer service issues
Promote positive customer relations with customers and coworkers
Respond to calls from the public and provide general information and service
Maintain a thorough knowledge and understanding of the customer service center and operations to assist customers and resolve problems
Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
Quickly and accurately identify and assess individual needs, as well as take the appropriate action steps to satisfy those needs
Maintain customer records by updating account information.
Process requests for new customer accounts
Open cases for unsolved customer inquiries
Process customer disputes
Process the closing of customer accounts and initiate refunds when required
Perform updates to toll violations, violation payments, customer payments or accounts to keep demographics, vehicle, and credit card information current
Consistently meet established productivity, schedule adherence, and quality standards.
Communicate effectively with a variety of people across various levels both within and outside the organization.
Make positive suggestions on improving and streamlining workflow processes and enhancing profitability
Develop a strong teamwork ethic
Follow communication procedures, guidelines, and policies
Provide face-to-face customer service with walk-in center customers when required
Respond to customer emails from the customer service email inbox to answer questions and provide assistance when required
Respond to customer chat and text to answer questions and provide assistance when required
Other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Excellent phone etiquette
Excellent verbal communication skills
Excellent attendance and punctuality
Enjoy providing prompt and timely service to our customers
Possess strong interpersonal skills and have compassion and empathy for customer situations
Be energetic, self-motivated, and quick-thinking
Ability to work in a team environment or independently while being flexible and open to learning new experiences in a fast-paced changing environment
Ability to read and comprehend normal instructions, correspondence, and memos
Ability to effectively present information in one-on-one situations to customers, clients, and other employees of the organization
Ability to apply common sense understanding to carry out detailed written or oral instructions
Ability to work flexible eight (8) hour shift between 8:00 a.m. to 6:00 p.m. Monday to Friday
Must be able to pass background and drug screenings
Ability to achieve and maintain departmental performance standards
PHYSICAL DEMANDS
Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA (Family Medical Leave Act) and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards.
Ability to adhere to strict attendance requirements
Primarily sedentary physical work requiring ability to lift a maximum of 10 pounds
Must be able to lift, carry, walk, and stand
Vision for reading, recording, and interpreting information
Frequent speech communication, hearing and listening to maintain communication
Daily use of computer and keyboard, standard office equipment and telephone
Ability to access, input, and retrieve information from the computer
Frequent hand/eye coordination to operate computer keyboard and office equipment
Noise level in the work environment is quiet to moderate
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibility.
Education and/or Experience
High school diploma or general education degree (GED)
Customer service experience a plus
Bilingual Spanish is a plus
Bilingual Vietnamese is a plus
Veterinary Sales Representative -Flex Time (12 days/mo)
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.
Customer Service Representative
Finance service representative job in Culver City, CA
Job Title: Customer Service Representative
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!
Personal Banker III - Simi Valley
Finance service representative job in Simi Valley, CA
At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family!
Overview:
We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals.
What You Will Do:
Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals.
This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations.
The Personal Banker III must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals.
Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations.
Performs a full range of senior teller, operational, and account management transactions accurately and efficiently.
Balances daily transactions and verify that cash totals are correct.
Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required.
Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable.
Requirements
What We Are Looking For:
High School degree or equivalent
A minimum of two (2) years of banking experience
Track record of outstanding member service.
Demonstrated track record of success meeting and/or exceeding established goals.
Lending experience.
Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment.
Pay Range Info:
To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
The base pay range for this position is: $25 -$29 per hour
Key words: banking, credit union, personal banker, financial service specialist
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
EOE/Drug-free workplace
Perks Important to You:
Our Team Members enjoy the following rewards and benefits:
Competitive pay
Subsidized health care including medical, dental and vision
FSA and HSA
Company-Paid Life and A&D insurance
Discounts on loans (must be a member)
Paid Vacation, Holiday, and Sick time
401k Retirement Saving Plan with a 6% safe harbor employer match
Educational Assistance Program and more!
About Us:
Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.
Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
Oracle Functional Specialist - Finance
Finance service representative job in Torrance, CA
Our client is seeking candidates for an Oracle Cloud Finance Specialist. This analyst will be part of the Fusion Cloud team, specializing in Financial functions (General Ledger, Sub-Ledgers, Accounts Payables, Accounts Receivables, Chart of Accounts, Fixed Assets, Inter Company Transactions), and related business functions.
Location: Torrance, CA
Work Hours: 9:00am - 5:00pm PST
Work Schedule: Monday and Friday Remote. Onsite Tues/Wed/Thurs
Expected Compensation: $160K - $175K base salary, plus annual bonus (10%).
The offered compensation to a successful candidate will be dependent on several factors that may include (but are not limited to) the type and length of experience within the industry, education, etc.
Position Description:
This individual will be responsible for resolution of day-to-day user service requests, implementation of enhancements and new modules, and redesign of current processes to optimize the use of the ERP software.
Elicit, analyze, validate, and document the stated and implicit business requirements and map those requirements to the features and functions provided by Oracle Fusion Cloud ERP
Serve as a liaison between business stakeholders and the IT teams to specify business and system processes for implementation on Oracle Fusion Cloud ERP
Identify and document technical and functional gaps in the current state of the implementation of Oracle Fusion Cloud ERP
Develop and implement remediation plans to improve the current state of implementation
Identify opportunities to leverage additional features and functions within the software to improve business operations
Provide functional support to end users including issue resolution and performing root cause analysis
Collaborate with internal and external teams to resolve issues in transactions and dataflows that span multiple systems integrating with the Oracle Fusion Cloud ERP
Required Skills:
Bachelor's degree in Business, Accounting, Computer Science, or equivalent technical and business experience.
5-6 years experience as an Oracle Cloud business analyst
Expert level knowledge of the Oracle Fusion Cloud ERP modules of General Ledger, Payables, Receivables, Chart of Accounts, Fixed Assets, and Inter Company Transactions.
Experience with process mapping, group facilitation, data gathering and analysis
Minimum 2 large scale Oracle ERP Cloud implementations.
Proven project delivery through full life cycle from requirements through deployment /support.
Experience with one or more Oracle Reporting tools including Financial Reporting Studio (FRS), Smart View, OTBI, BI Reports, QlikView and/or Tableau.
Soft Skills:
Must be self-motivated.
Ability to work independently with minimal supervision.
Strong interpersonal skills and communication skills.
Ability to write reports, business correspondence, and procedure manuals.
Please apply today!
Customer Service Representative
Finance service representative job in Irvine, CA
Specialized Recruiting Group, Irvine is seeking a Customer Service Representative for a third-party logistics firm specializing in the medical device industry. This is a permanent, evaluation hire, career opportunity in the Irvine, CA area. Base compensation starts at $21.00 to $26.00/hour.
Responsibilities
Processing inbound calls from internal and external customers
Providing customer support for medical devices and consumer electronics
Researching information requests
Data entry
Requirements
Medical device and or logistics industry experience
Previous office-based customer service experience
Excellent English communication skills (spoken and written)
College degree a benefit but not mandatory
Professional, positive and friendly personality
Intermediate Word, Excel and Outlook ability
At Specialized Recruiting Group, our team of employment professionals is deeply connected with local businesses that are actively hiring, giving you a competitive edge in your job search. Whether you are seeking a full time position or a contract role, our experts are here to help at no cost to you. Enjoy personalized support and access to exclusive job opportunities when you partner with Specialized Recruiting Group.
External Sales Representative | Southern CA (Inland Empire)
Finance service representative job in Riverside, CA
Schedule: Full-time | Flexible | Travel Required
Compensation:
First 3 months: Base salary of $125K per year
After initial period: 100% commission-based earnings
On-Target Earnings: $150K - $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.
Why This Opportunity Stands Out
This isn't a typical remote sales role. We provide high-quality leads-you take ownership of building relationships, presenting our solutions, and closing deals. You will work face-to-face with clients while being supported by a collaborative team that values shared success, positivity, and mentorship.
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 (North LA to San Diego, Palmdale, Big Bear, Hesperia)
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: Base salary of $125K per year
After 3 months: 100% commission-based earnings
On-Target Earnings: $150K - $250K NO CAP
Performance-based incentives and bonuses
Career growth opportunities within a rapidly growing company
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)
Life insurance and disability coverage
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.
Sales Representative
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
Commercial Roofing Sales Representative
Finance service representative job in Los Angeles, CA
Salary: Lucrative base salary + uncapped commissions -OTE $400K+
Compensation & Benefits
Vehicle allowance or company vehicle
Company-provided leads and marketing support
Full benefits package
Long-term growth opportunity with a reputable Southern California contractor
Tiello has partnered with a well-established Roofing contractor in Los Angeles County that's growing and looking to add a proven Commercial Roofing Sales Representative to their team. This company is known for its reputation, reliability, and long-standing client partnerships across the LA market. They're looking for a driven closer who can manage relationships, build trust with property owners and general contractors, and drive results in a fast-paced, team-oriented environment.
The Role You'll be responsible for driving commercial roofing sales throughout the Los Angeles-to-Burbank corridor, representing one of the most trusted names in the industry.
Responsibilities:
Manage the full sales cycle for re-roof, service, and maintenance projects
Drive approximately $5M+ in annual sales
Build and maintain strong relationships with building owners, GCs, and facility managers
Conduct inspections, prepare proposals, and negotiate contracts with professionalism
Collaborate closely with estimating and operations to ensure smooth project delivery
What We're Looking For
Proven track record of success in commercial roofing or construction sales
Strong communication and negotiation skills
Competitive, self-motivated, and relationship-driven
Deep understanding of commercial roofing systems and project scopes
Applicants must be authorized to work in the U.S.
Tiello LLC is proud to be an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.
Right to Work: In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.
Customer Service Representative
Finance service representative job in Santa Fe Springs, CA
As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments.
Essential Job Functions:
Provide amazing (above and beyond) service across multiple channels
Provides exceptional customer service leveraging strong problem solving and professional communication skills
Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer
Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues
Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction
Adheres to Customer Service procedures to handle escalation process for tier 2/3
Works as a team member and reports issues to management that are important to area/process improvement.
Uses appropriate judgment in upward communication regarding department or employee concerns.
Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…)
Continuously adhering to our Quality Assurance standards
Contributes to team effort to help achieve department objectives
Provide knowledgeable answers to questions about products, pricing and availability.
Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service.
Job Qualifications/Requirements:
Knowledge of Zendesk is a plus
Available during business hours, including evenings and weekends.
Be a creative problem solver
Comfortable working in a high stress fast changing environment
Polite, friendly attitude to deal pleasantly with customers and agents
Cheerful, engaged, and uplifting tone during customer interactions
Reliable in Attendance & Punctuality
Ability to work under deadlines
Strong multi-tasking skills
Type 45 WPM
Clear and articulate speaking voice
Command of the English language
Bilingual in Spanish a plus
Computer/Internet skills/Word/Excel
Mathematical skills
Organizational Skills
HS Diploma
Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply.
WINDSOR EQUAL OPPORTUNITY EMPLOYER
Sales Representative
Finance service representative job in Los Angeles, CA
Cotton Candy La , is looking for a full-time Sales Representative. You will be responsible for developing and managing relationships with retail clients, presenting new collections, and driving sales growth across existing and new accounts. You'll serve as a key link between our design and production teams and our retail partners - ensuring every client experience reflects our brand's quality and vision.
Develop and maintain strong relationships with retail buyers and key accounts.
Provide and manage product knowledge and product information
Present seasonal collections to clients (in-person, virtual, and at trade shows).
Account relationship management, scanning orders, and hands-on trade show execution/sales.
Manage order follow-ups, confirmations, and deliveries in collaboration with the production team.
Maintaining customer database by updating account profiles with accurate information
Achieve monthly and quarterly sales targets.
Partner with team members to hit sales objectives and ensure a seamless process.
Represent the brand at trade shows, showroom appointments, and industry events.
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Qualifications
1+ years of experience in fashion wholesale or B2B sales (preferred).
Strong understanding of retail buying cycles and the fashion industry.
Excellent communication, presentation, and negotiation skills.
Proven ability to build and maintain long-term client relationships.
Self-motivated, goal-oriented, and organized.
Successfully contribute to team efforts in a fast-moving workplace.
Comfortable with travel
Computer proficiency, CRM Tools, and wholesale platforms like N41.
Job Type: Full-time
Pay: $42,000.00 - $58,000.00 per year
Benefits:
Employee discount
Health insurance
Paid time off
Entry Level Sales Representative
Finance service representative job in Torrance, CA
Apex Marketing Solutions is looking for a motivated and detail-oriented Entry Level Sales Representative to join our team in Torrance. In this role, you will interact directly with customers to promote telecom products and services on behalf of our client, helping them find the right solutions while driving results and delivering great service. This is a great opportunity for someone with a background in sales, retail, or hospitality who is looking to take the next step in a fast-paced, people-focused environment.
We are looking for sharp, energetic Entry Level Sales Representatives who are ready to build a career in sales. As an Entry Level Sales Representative, you'll gain hands-on experience with customer engagement, sales strategy, and brand support, with opportunities to grow into leadership positions.
What You'll Do As An Entry Level Sales Representative:
Engage directly with customers to identify their needs and recommend telecom products and services
Walk new customers through the sales process and provide clear, helpful information along the way
Offer additional services and upgrades tailored to the customer's goals to increase overall sales value
Keep detailed records of customer interactions and follow up to build long-term relationships
Share insights and best practices with the Entry Level Sales Representative team to strengthen results and hit sales goals
What We're Looking For In An Entry Level Sales Representative:
0-2 years of experience in sales, retail, hospitality, or another customer-facing role
Strong communication and problem-solving skills
A positive, professional attitude and the ability to adapt quickly
Interest in growing within a sales-driven team environment
High school diploma or equivalent
At Apex Marketing Solutions, we believe your career should move forward with every step. We provide the tools, mentorship, and support to help you thrive in entry level sales and beyond.
Ready to start your next chapter in sales? Apply today for our Entry Level Sales Representative opening!
2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Finance service representative job in Los Angeles, CA
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
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