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Service advisor jobs in Costa Mesa, CA

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  • Client Service Associate - Wealth Advisory Firm

    Discovered Search

    Service advisor job in Santa Ana, CA

    A fast-growing wealth advisory practice based in Orange County is seeking a Client Service Associate to support its advisors. This is an opportunity to join a firm where client service, professionalism, and growth are prioritized. If you have a strong attention to detail and a passion for helping clients, this role might be for you. You'll work closely with senior team members and have a direct impact on the day-to-day operations of the firm. Key Responsibilities: Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support. Respond promptly and accurately to all client inquiries. Handle all client scheduling for meetings with investment advisors. Maintain accurate records and documentation in accordance with regulatory requirements and firm policies. Uphold compliance standards and contribute to operational best practices within the firm. Required Qualifications: 4+ years of experience working in a wealth management firm in client relations. Active Series 7 and Series 66 licenses. Bachelor's degree in Business or Finance Knowledge of financial services products, including equities, bonds, mutual funds, options, annuities, and managed accounts. Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support. Compensation & Benefits: Salary range: $80k-$90k Health coverage including medical, dental, and vision insurance. Retirement Plan Paid Time Off
    $80k-90k yearly 11d ago
  • Retirement Service Agent

    The United States Secret Service 4.4company rating

    Service advisor job in Riverside, CA

    Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility. Be tomorrow's Secret Service. During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.Conducting criminal investigations pertaining to financial obligations of the United States. * Planning and implementing security designs for National Special Security Events. This is no ordinary job, and our special agents are no ordinary individuals. Show us you have the talent and background we need, and we'll show you the rewards that come with being a special agent in the U.Carry and use a firearm. Maintaining firearm proficiency is mandatory. Be at least age 21 at the time of application and less than age 37 at the time you receive a conditional offer of employment, unless you have previous service in a Federal Civilian Law Enforcement position covered by special law enforcement or firefighter retirement provisions, including early or mandatory retirement. Applicants with veteran's preference must receive a conditional offer of employment prior to reaching age 40 to continue in the application process. You must obtain a Top Secret Clearance and retain it during your career. Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye. Submit to a drug test prior to your appointment and random drug testing while you occupy the position. Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD. Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas. Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959. By applying, you consent to your information being transmitted by Get It to the Employer, as data controller, through the Employer's data processor SonicJobs. See United States Secret Service Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
    $31k-38k yearly est. 2d ago
  • Customer Service Representative

    24 Seven Talent 4.5company rating

    Service advisor 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.
    $60k-65k yearly 5d ago
  • Customer Service Representative

    Kellyconnect | Contact Center Solutions

    Service advisor 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.
    $26 hourly 1d ago
  • Customer Service Representative

    Partners In Diversity, Inc. 3.3company rating

    Service advisor 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
    $32k-41k yearly est. 2d ago
  • SoCal JCB - Service Specialist

    Socaljcb

    Service advisor job in Colton, CA

    Company Profile SoCal JCB is a highly successful, fast-growing business. We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers. Position Purpose The Service Specialist is responsible for processing service department Work Orders and ordering/receiving parts. This position reports to the Service Manager. Position Type: Exempt Major Tasks, Responsibilities & Key Accountabilities Interacts directly with customers, meet expectations, handles potential problem situations, customer satisfaction. Reviews work orders for completeness and accuracy prior to customer billing Submits all service warranty and Product Improvement Program claims within the required timeframe to receive maximum credit Handles inbound service and parts inquiries Research and places parts orders from JCB and various vendors Handles all shop inquiries in an efficient and responsive manner. Maintains parts inventory. Researches and advises technicians of parts and orders. Monitor and update Livelink to drive parts and service revenue. Ensures safety policy and practices are followed Maintains a clean and professional image according to JCB Standards Conducts business in alignment with the company's Values Performs other related duties as required. Knowledge, Skills, Abilities & Competencies High School diploma or equivalent experience Proficiency with Microsoft Word, Excel and PowerPoint Ability to perform multiple tasks while maintaining a sense of urgency. Excellent customer service skills Excellent problem-solving skills - ability to think outside the box Strong interpersonal and team working skills Excellent oral and written communication with an emphasis on phone skills Ability to take direction well and work with minimal supervision Bilingual in English/Spanish required JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at ****************************************
    $38k-62k yearly est. 5d ago
  • Customer Service Representative

    The Phoenix Group 4.8company rating

    Service advisor 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.
    $33k-43k yearly est. 1d ago
  • Customs Specialist

    Worldwide Logistics Group 4.2company rating

    Service advisor job in Lakewood, CA

    Worldwide Logistics Inc. is looking for an Import Customs Logistics professional or Customs Entry Writer. In this position you will work within our Customs Brokerage Department to make each US import shipment or entry a success. Responsibilities: File Importer Security Filing (ISF) File Customs Entry Daily tracking and tracing of customer shipments Communicating with ocean / air carriers, truckers, warehouses for arranging shipments and follow up on shipment updates Accurate and complete documentation preparation Compliance with timeliness of Customs entry and ISF Filings and other Customs regulations Maintain thorough communication with client and overseas offices throughout shipment process Arranging payments to vendors for services rendered Utilizing Customs Brokerage management software for filing and document generation Maintaining reports online or in Excel if required by the account Working in conjunction with other staff to complete required import service Complete accurate profit and loss analysis for each shipment Requirements: Strong attention to detail and accuracy Good communication with teammates, supervisor and clients Ability to multi-task, prioritize, and manage time effectively Aptitude to work independently on daily tasks Capacity to critically analyze a problem and generate possible solutions independently and cooperatively Preferred Skills At least 1 year at US Customs Brokerage Experience as customs broker entry writer Experience with Customs or ISF filings Familiar with US imports Familiar with Customs Requirements of Partner Government Agencies What you'll get in return: Competitive base salary Medical, dental and vision insurance for employees 401K Program to help you invest into your future Flexible vacation time to promote a healthy work-life balance Hybrid schedule - required 3 days in office, 2 days remote (no exceptions)
    $36k-57k yearly est. 2d ago
  • Customer Accounts Advisor

    Aarons 4.2company rating

    Service advisor job in Ontario, CA

    The salary range for this role is $17.50 to $18.50 per hour*. is also eligible for incentive pay based on performance. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. Skills for Success Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron's team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. The Work Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments. Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone Sell customers on the benefits of timely lease agreement renewal payments Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals Assist with merchandise returns and guest deliveries as directed by management Clean and certify merchandise in the Quality Assurance Center for all items personally returned Complete and maintain weekly vehicle maintenance sheet and route sheets daily Load, secure and protect product in company vehicle Safely operate company vehicle Assist the Sales Team as needed Any reasonable duties requested by management Requirements United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18. Must meet DOT requirements to obtain certification in required states (United States) Ability to work schedule of hours varying from 8 am to 9 pm Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly Two years of retail/customer service experience preferred High School diploma or equivalent preferred Excellent interpersonal and communication skills High energy with the ability to effectively perform all functions of the store and multitasking effectively Proper telephone etiquette Uphold the Aaron's Brand and protect company assets Maintain a professional appearance Proficient computer skills Aaron's Total Rewards Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: Paid time off, including vacation days, sick days, and holidays Medical, dental and vision insurance 401(k) plan with contribution matching *Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. **Benefits vary based on FT and PT employment status.
    $17.5-18.5 hourly 1d ago
  • Customer Service Representative

    LHH 4.3company rating

    Service advisor 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
    $20-22 hourly 3d ago
  • Claims Service Representative

    Integration International Inc. 4.1company rating

    Service advisor job in Chino, CA

    Job Title: Claims Analyst Duration: 12 + Months Contract Job Location: Chino, CA, 91710 (Onsite) Pay Rate: $23-25/hr on W2 Ensures that complaints are resolved effectively and without delay and that those not resolved at the entity organization level have been escalated and taken into account in the competent entities. Drive Customer Centricity - for the entity. What do you get to do in this position? - Ensure that complaints are resolved effectively and without delay and those not resolved have been escalated to the appropriate entity - Collaborate with other organizations in order to contain, correct, and prevent problems affecting customers - Utilize I2P tools to process claims on a timely basis - Ensure that Complaint process is supported with warm loop - Share critical customer feedback information with management and all employees at all levels of meetings and on information boards - Work in collaboration with continuous improvement engineer - Update Logistics dashboard Key Responsibilities: - Act as the Customer Experience advocate. - Drive Customer Centricity in entities. - Ensure the Customer Experience is measured according to the Business priorities. - Define and follow-up the improvement action plan and priorities with the Business stakeholders. - Ensure that Customer dissatisfactions are solved quickly and effectively through containment, correction and prevention steps. Qualifications: We know skills and competencies show up in many ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed, we still encourage you to apply for the position. This job might be for you if: - Excellent verbal and written communication skills, listen effectively and solicit input from others. - Excellent organizational skills including the ability to handle multiple demands and assignments, the ability to prioritize tasks effectively and efficiently, and drive issues/ tasks to closure - Candidate must be a self-starter, highly motivated, and results driven. - Strong problem-solving skills and experience with root cause analysis and implementation of corrective action for process related concerns. - Proficiency with MS Office suite of products, especially Power point and Excel. - Ability to work effectively in a group setting as well as independently.
    $23-25 hourly 1d ago
  • Customer Experience Lead

    Olive Ateliers

    Service advisor job in Los Angeles, CA

    Reports to: VP of Operations Type: Full-Time About Us Olive Ateliers is a fast-growing, founder-led lifestyle brand entering a pivotal next chapter. What began as a business rooted in sourcing and retailing vintage objects from around the world is now evolving into a design-led home furnishings company, with rapidly expanding proprietary collections produced through a trusted network of global partners. As we grow from a cult-favorite retail concept into a nationally recognized luxury consumer brand, we're building the operational engine that will power this next exciting phase of growth. The Opportunity We're hiring a visionary Customer Experience Lead to shape the future of Olive Ateliers' end to end customer journey. This is a career defining role for someone who wants to build a CX function from the ground up, elevating and scaling the customer experience of a brand known for being far from average. You will work closely with our VP of Operations to define how exceptional care comes to life for our customers and set the standard for warmth, precision, and hospitality as we grow. As Customer Experience Lead, you will champion the quality, humanity, and consistency of every interaction while building the systems and processes that make great work repeatable. Your focus will include elevated communication, deep product expertise, thoughtful post purchase support, and seamless delivery coordination, all designed to create moments that consistently feel above and beyond. This role is deeply cross functional, connecting Sales and Operations to create clarity, eliminate friction, and deliver an experience as thoughtfully crafted as the pieces we offer. As Olive Ateliers scales, this role will expand in impact and responsibility, opening the door to meaningful leadership growth. Responsibilities Customer Care & Communication Establish and uphold Olive Ateliers' CX standards, tone, and service expectations across all channels, ensuring brand voice is reflected in every touchpoint. Create clear escalation routines and guide cross-functional teams through complex customer issues to ensure efficient, thoughtful resolution. Manage all customer inquiries across all current and future customer channels, including email, text, chat, phone, social, and any potential marketplace platforms. Track, prioritize, and resolve tickets and related inquiries within SLA standards. Product Expertise & Sales Support Serve as the primary resource for customer-facing product knowledge, ensuring accurate, elevated information is documented and shared to support the broader guest experience across Operations and Sales. Provide knowledgeable, consultative responses to product inquiries (dimensions, finishes, availability) and order inquiries, ensuring customers and sales teams feel guided and informed. Leverage Warehouse inventory systems and physical point-of-access to provide real-time product availability updates, supporting seamless sales and customer experience. Manage product holds with accuracy, maintaining confidence in our internal processes. Process Development & Growth Build and maintain a comprehensive knowledge base (FAQs, policies, product details). Recommend and regularly roll out improvements to Gorgias macros and automations. Collaborate with Sales, Marketing, and Operations teams to align service policies and processes. Lead ongoing refinement of customer policies, support workflows, and service standards in partnership with Sales, Marketing, and Operations leadership. Support the continuous improvement roadmap for the customer journey as we expand. Leadership & Collaboration Model Olive Ateliers' service standards and coach internal partners on customer-first practices. Act as the voice of the customer in cross-functional meetings, ensuring clarity, consistency, and elevated experience across departments. Collaborate with the VP of Operations on service strategy, customer policies, and continuous improvement initiatives. Spearhead future CX team development by helping to define roles, onboarding, documentation, and training as CX headcount expands. This is a hands on, player coach role: you will be in the work every day while building the standards, systems, and future team that will scale it. Requirements 3+ years of experience in customer experience, client services, account management, or operations support, ideally within a fast growing or premium consumer brand. Proven ability to deliver exceptional customer care with warmth, clarity, and hospitality; you know how to make people feel heard and supported. Demonstrated ability to lead cross-functional initiatives and influence partners across Sales, Operations, Logistics, and Warehouse without formal authority. Strong analytical skills with the ability to interpret customer trends, identify root causes, and translate insights into actionable process improvements. Ability to create structure in ambiguity, build scalable processes, and bring consistency to a rapidly evolving environment. Experience with Shopify required; familiarity with Gorgias strongly preferred. Comfort working within a fast paced support or CRM platform environment. Outstanding written and verbal communication skills with a customer-first mindset; you can adjust tone effortlessly while maintaining brand voice. Genuine passion for helping people, solving problems thoughtfully, and elevating every touchpoint of the customer journey. Must be based in Los Angeles and able to work onsite at Commerce. Ability to lift up to 30 lbs manually (or with appropriate equipment). This role is ideal for a hands-on, proactive, and insights-driven individual who thrives in a fast-paced environment and is excited to help define the future of customer experience at Olive Ateliers. Compensation & Benefits $70-80k salary, commensurate with experience and capabilities Long-term incentive program aligned with company growth 401k: Generous employer match (eligibility requirements and vesting applies) Subsidized company health benefits $500 Olive Ateliers shopping credit per quarter 40% off retail merchandise Accrued PTO Vacation & Sick Days A dynamic work environment with long-term growth opportunities
    $70k-80k yearly 2d ago
  • Customer Service & Bike Tech

    Retrospec

    Service advisor job in Perris, CA

    First 90 days: fully in office After 90 days: 3 days in office, 2 days hybrid Based throughout Southern California, Retrospec is committed to a no-barrier, inclusive entry to nature and honest conversation about the industry. Over the past 16 years, Retrospec has grown exponentially to serve consumers of all ages, ignite their passion for fresh air, and fuel their love of nature through all seasons. Everything we create is designed and tested in beautiful California to ensure it's ready for your next journey. Choosing the road less traveled is rarely easy, but always worth it. About the Role We're seeking an experienced, empathetic, and technically skilled Customer Service & Bike Tech to join our growing team. This hybrid role combines technical bike expertise with exceptional customer care, supporting both our direct-to-consumer (D2C) and dealer (B2B) channels. You'll be the go-to expert for customer and dealer inquiries, troubleshooting bike and e-bike issues, managing warranty claims, and ensuring every interaction reflects the Retrospec brand's commitment to quality, integrity, and outdoor adventure. If you thrive in fast-paced environments, love helping people, and enjoy problem-solving with a hands-on approach, we'd love to hear from you. Responsibilities Receive, research, and respond to customer and dealer inquiries via phone, email, chat, and social media with empathy and professionalism. Provide expert-level knowledge and troubleshooting support for bikes and e-bikes, including assembly, repair, maintenance, and general technical questions. Manage consumer and dealer warranty claims, acting as a liaison between customers, sales, product, and warehouse teams. Walk customers through assembly and troubleshooting steps clearly and confidently via phone or email. Process returns, exchanges, and replacement parts with attention to accuracy and customer satisfaction. Collaborate with the warranty, sales, and warehouse teams to ensure timely resolutions and a seamless experience for both consumers and dealers. Build and inspect new and returned bikes for troubleshooting and quality control, as needed. Respond to and monitor social media inquiries and reviews, escalating trends or product feedback to the appropriate teams. Track and flag recurring issues, inefficiencies, or product concerns to improve customer experience and operational processes. Maintain accurate communication records in Gorgias using automations and workflows to manage volume efficiently. Communicate customer insights and product feedback constructively to product development, sales, and marketing teams. Quickly become familiar with the Retrospec brand voice, customer service protocols, and software platforms to provide high-quality support. Assist with additional customer service and clerical tasks as assigned. Qualifications 2-3 years of ecommerce customer service experience; bike industry experience highly preferred. Strong understanding of bike and e-bike mechanics, assembly, repair, and maintenance. Exceptional written and verbal communication skills with a friendly, professional demeanor. Experience with customer service tools such as Gorgias or Zendesk. Proven ability to manage a high volume of tickets, calls, and multi-channel inquiries efficiently. Highly organized, detail-oriented, and capable of multitasking in a fast-paced environment. Proficient computer literacy and quick adaptability to new systems. AA degree preferred; high school diploma or equivalent required. Experience managing warranty processes and dealer accounts is a plus. Familiarity with social media or online community communication is a bonus. Passion for outdoor recreation, cycling, and the Retrospec mission. Physical Requirements: Must be able to lift and move items weighing up to 75 lbs as needed.
    $36k-50k yearly est. 4d ago
  • Customer Service Representative

    Ultima 4.3company rating

    Service advisor 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!
    $32k-40k yearly est. 1d ago
  • Seasonal Retail At Your Service Associate, Manhattan Beach

    MacYs 4.5company rating

    Service advisor job in Manhattan Beach, CA

    Be part of an amazing story Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions about inspiring stores and irresistible products about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview As an At Your Service Center Colleague, you are at the heart of delivering a seamless and personalized shopping experience. You'll support all At Your Service activities, including Buy Online Pickup In Store (BOPS), merchandise returns, order pickups, and other assigned tasks - all while upholding Macy's service standards. This role requires strong multitasking abilities, problem-solving, attention to detail, and a customer-first mindset. You'll thrive in a fast-paced environment where flexibility is key, including working a variety of shifts such as nights, weekends, and holidays. This role goes far beyond just being a cashier. Here, the customer is at the heart of everything we do - every day, all day. If you're passionate about selling, reaching goals, working as a team, and creating amazing experiences through genuine hospitality, this could be the perfect fit for you! You'll also help keep the shopping space clean, organized, and inviting so every customer feels welcome the moment they walk in. How our At Your Service Colleagues spend their day Every day starts with a positive example . As an At Your Service Colleagues (AYS), you come in energized and ready to make an impact - wearing your name badge with pride, greeting teammates with warmth, and helping ensure the At Your Service areas is clean, organized, and ready for customers. You help set the pace by reviewing sales goals, learning about new arrivals and top-selling items, and staying up to date on trends and promotions - so you're prepared to support the team and engage customers confidently. In the At Your Service area, you lead through action - welcoming customers with genuine hospitality, making eye contact, and starting friendly, personal conversations that build lasting relationships. Assist customers in all aspects of total store fulfillment, including By Online and Pick Up in Store, be proficient in all systems needed to complete transactions, and ensure the collection area is organized so the customer pick-up experience is friction-free You help maintain a shoppable space by recovering merchandise and keeping the pickup and return areas clean while ensuring timely completion and curbside delivery of Buy Online Pickup In Store (BOPS) orders. They always Finish Strong - sharing our Loyalty program benefits, making sure customers have all they need, and ending with a sincere thank-you, often walking the package around and using the customer's name. We believe service starts with each other - supporting one another with honesty, care, and collaboration so we can better serve our customers and communities. And we know that excellence is a journey - we strive to improve every day , take pride in our work, achieve sales goals and learn from each other to deliver individual and store results. Full-time colleagues are typically scheduled to work 30 or more hours per week, while part-time colleagues are typically scheduled 12-24 hours per week. All schedules contain weekend shifts as part of the requirements. Hours are dependent on business needs and colleague availability. Information regarding hours per week needed for benefit eligibility purposes can be found here . Who You Are Flexible availability, including days, evenings, weekends and holidays with regular, dependable attendance and punctuality Must be able to: Understand and communicate effectively with customers, co-workers, and supervisors Read and understand employment policies and safety rules/procedures in English Makes prompt, sound decisions in real time to effectively address customer needs and resolve issues Be comfortable communicating and collaborating with customers and colleagues Meeting daily sales goal challenges Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits Enjoy meeting people, learning about them, and sharing information Resourceful and eager to start a new venture and can adapt to changing priorities; you can work on your own but are great with team dynamics You can handle electronic devices with no problem Essential Physical Requirements You Will Perform This position requires talking, lifting, constant moving, standing, and reaching with arms and hands. Standing for at least two consecutive hours, lifting at least 25lbs. stooping, kneeling, crouching, and climbing ladders, reaching, including above eye level Requires close vision, color vision, depth perception, and focus adjustment Frequent use of computers and other technology, necessary to perform job functions, including handheld equipment, cash register and ability to process register transactions What We Can Offer You Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: Merchandise discounts Performance-based incentives Annual merit review Employee Assistance Program with mental health counseling and legal/financial advice Access the full menu of benefits offerings here . About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - Apply Today! This is not all-inclusive and may not apply to colleagues covered by a collective bargaining agreement. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to an inclusive work environment. STORES00 This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at .
    $35k-40k yearly est. 1h ago
  • Customer Service Representative

    Windsor Fashions 4.6company rating

    Service advisor 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
    $27k-36k yearly est. 2d ago
  • Customer and Channel Partner Experience (CCPE) Consultant IV

    KP Industries, Inc. 3.7company rating

    Service advisor job in Pasadena, CA

    Customer and Channel Partner Experience (CCPE) Consultant IV(Job Number: 1395209) Description Overview: This is a non-clinical position. Customer and Channel Partner Experience (CCPE) is a multimillion-dollar initiative led by the National Health Plan in partnership with KPIT to improve the experience and make it easy for our business employers, brokers, general agents and consultants to do business with KP. We do this by deploying next generation digital experiences, improving our service and support models to be simple, fast, and personalized, and developing capabilities to show up as a single national health plan. As a result, this work improves brokers' willingness to sell KP and drives growth and retention for KP.Job Summary:Serves as a consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects. Provides insight and supports the development and implementation of business initiatives, systems, and/or processes to a desired future state. Contributes to business strategy and supports organizational alignment and prioritization of business initiatives. Manages complex projects or project components, participates in and may lead change management activities, and performs data analyses in support of business initiatives. Supports vendor management as required. Monitors compliance of work activities by ensuring business plans and team members adhere to relevant policies and procedures.Essential Responsibilities:Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.Serves as a consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects across one or more functional tracks or workstreams by identifying and ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with stakeholder teams, third party vendors, and senior management; working with stakeholders to develop goals and set the prioritization of deliverables; discussing involvement of business processes (e.g. project change management, communication) and facilitating decisions necessary for the delivery of business initiatives; communicating tough issues to stakeholders while maintaining an independent perspective; and making formal presentations and providing reports to various senior level audiences.Develops requirements for complex business, process, or system solutions within assigned business domain(s) by interfacing stakeholders and cross-functional teams as appropriate; leveraging multiple business requirements gathering methodologies to identify business, functional, and non-functional requirements; developing and documenting comprehensive business cases to assess the costs, benefits, and ROI of proposed solutions; and leading team members in the development process as appropriate.Provides insight and supports the development and implementation of business initiatives, systems, and/or processes to a desired future state by maintaining a comprehensive understanding of how current processes impact business operations across multiple domains; mapping current state against future state processes; identifying the operational impact of requirements on upstream and downstream solution components; providing options and recommendations to management and business stakeholders on how to integrate solutions and deliverables with current systems and business processes across regions or domains; and identifying and validating value gaps and opportunities for process enhancements or efficiencies.Contributes to business strategy and supports organizational alignment and prioritization of business initiatives by defining, developing, and evaluating performance metrics, standards, and methods to establish business success; collaborating with multiple stakeholders, often with competing/conflicting objectives, to ensure cohesive and reachable metrics; refining strategic plans and performance metrics as appropriate; and managing assigned initiatives or portfolio to ensure delivery of measurable results and alignment with strategic objectives.Serves as a advocate of continuous learning and professional development by keeping abreast of industry practices, standards, and benchmarks; attending and participating in roadshows, conferences, and speaking events; contributing to the ongoing enhancement and innovation of consulting practices, standards, and methods across KP; serving as an advocate to ensure continuous learning and improvement is championed as a people strategy; providing training and guidance to stakeholders as appropriate; and providing ongoing coaching to build a continuous improvement mindset and build capabilities that drive results.Manages complex projects or project components by coordinating stakeholder contacts; recommending or assigning team resources based on project needs and team member strengths; consulting in the development, analysis, and management of project plans; coordinating project schedules and resource forecasts; proactively monitoring and identifying project or business initiative risks, issues, and trigger events; developing mitigation plans and strategies; and resolving or escalating risks or issues as appropriate.Participates in and may lead change management activities associated with business initiatives by engaging stakeholders to obtain support and buy in for changes; partnering with management, project champions, and business owners to communicate and align improvement initiatives with business objectives; identifying appropriate change management method and approach; and ensuring stakeholders embrace a change management mindset, understand intent and purpose, and foster a culture of change.Performs data analyses to support business initiatives by identifying appropriate data analysis tools and approach to assess business performance; determining suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; conducting analyses and performing experimental tests to evaluate the effectiveness of business solutions; and identifying and alleviating risks through data-driven analysis.Supports vendor management as required by assisting with reviews of vendor performance levels; ensuring service level agreements are met; managing vendor invoices; and partnering with Procurement and/or Legal to develop service level and/or scope of work agreements as appropriate.Monitors compliance of work activities by ensuring business plans and team members adhere to KP, departmental, and/or business line policies and procedures.Qualifications Minimum Qualifications: Bachelors degree from an accredited college or university and Minimum five (5) years experience in consulting, project management, data analytics, operations or a directly related field OR Masters degree in Business, Public Health, or a directly related field and Minimum three (3) years experience in consulting, project management, data analytics, operations or a directly related field OR Minimum eight (8) years experience in consulting, project management, data analytics, operations or a directly related field. Additional Requirements: Knowledge, Skills, and Abilities (KSAs): Business Acumen; Change Management; Negotiation; Creativity; Applied Data Analysis; Financial Acumen; Conflict Resolution; Managing Diverse Relationships; Process Validation; Project Management; Risk Assessment; Service Focus; Requirements Elicitation & Analysis
    $85k-132k yearly est. Auto-Apply 1d ago
  • D365 Field Service Consultant + Sap Integration

    Itc Worldwide 4.7company rating

    Service advisor job in Los Angeles, CA

    Dynamics 365 Field Service Support: Provide technical support, issue resolution, and system maintenance for Dynamics 365 Field Service systems. Customer Interaction: Engage with U.S. clients to understand their Field Service requirements and communicate effective solutions. Problem Solving: Diagnose and resolve technical issues related to Field Service operations efficiently. Customization and Enhancement: Utilize JavaScript, CSS, and HTML to enhance the user interface and functionality of Dynamics 365 Field Service. PowerApps Utilization: Create custom business apps and automation within Dynamics 365 Field Service using PowerApps. SAP Integration: Facilitate seamless integration and support for clients using SAP alongside Dynamics 365 Field Service (knowledge desirable). Collaboration: Work closely with internal teams and developers to address complex Field Service issues and ensure timely resolutions. Training and Guidance: Provide end-user training to ensure effective utilization of the Field Service system. Proactive Approach: Anticipate and address issues, make system improvements, and help other support teams resolve issues within SLA. Qualifications: 5-8 years of experience in supporting and administering Dynamics 365 Field Service. Technical Skills: Strong expertise in Dynamics 365 Field Service, including customization, configuration, and troubleshooting. JavaScript, CSS, HTML: Proficiency in customizing and enhancing Dynamics 365 Field Service user interface and functionality. PowerApps: Hands-on experience with PowerApps for app development and automation. SAP Knowledge: Desirable understanding of SAP for integration and support. Communication Skills: Effective communication with U.S. clients and internal stakeholders. Time Zone Experience: Experience working in the Pacific and Central Time Zones is an advantage. Certifications: Microsoft Dynamics 365 Field Service certifications are preferred. Problem-Solving: Ability to diagnose and resolve technical issues in the Field Service domain. Documentation: Strong documentation skills to maintain records of support activities. Proactive Mindset: Initiative to proactively address issues and contribute to system improvements. Team Player: Collaborative attitude to work effectively with cross-functional teams. Flexibility in working in shifts/holidays/weekends based on roster created by Delivery Manager is a must Onsite Offshore coordination experience is a must Additional Information: SAP Field Service Management with SAP S/4HANA Service A PLUS Required Certifications: MB-240 Microsoft Dynamics 365 FIELD SERVICE PL-200 Base Monthly Salary Competitive ++ Annual Performance Bonus
    $98k-130k yearly est. 60d+ ago
  • Member Services Consultant II

    Foothill Credit Union 3.8company rating

    Service advisor job in Arcadia, CA

    Member Services Consultant II Pay Range: $21.13 to $31.69 FLSA Classification: Non-exempt Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)primarily in education, healthcare, and municipal governmentas well as individuals, families, and more than 250 businesses in the SGV and surrounding areas. Exceptional service is our promise to members. Weve earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the #1 ranking in overall return of value to members (ROM) among peer credit unions ($700MM$1B) in California, according to Callahan & Associates. As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community. Benefits and Perks: 100% covered medical/dental/vision for employees 401(k) plan with match Profit-Sharing Plan Paid Holidays Paid Time-Off About the Role: The Member Services Consultant II (MSCII) plays a key role in shaping exceptional member experiences at Foothill Credit Union. As a trusted financial partner, the MSCII builds meaningful relationships with members, helping them make confident decisions and achieve their financial goals. Through thoughtful conversations and a deep understanding of each members needs, the MSCII recommends products and services that truly make a difference in their financial well-being. Driven by curiosity and a commitment to growth, the MSCII continuously expands their knowledge of Foothills offerings, operations, and compliance standardsensuring every interaction reflects the highest level of service, integrity, and expertise. Essential Duties and Responsibilities: 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 but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Process and open New Accounts through Meridian while complying with eligibility and regulatory requirements Set up home banking services, including e-statements, for new and existing members Order checks and manage account-related services such as stop payments and payroll deductions and process authorization forms and related documentation accurately Perform file maintenance, including account updates and changes Renew, update, and maintain certificate and IRA accounts; respond to basic IRA inquiries Accept loan applications using Meridian Link, identifying the best consumer loan products for members Obtain credit reports during account openings for comprehensive credit analysis and processing Process and sign loan documentation for HELOC, Home Advantage, and personal loans Provide Notary Services and Medallion Stamp Certification as needed Maintain attestation for NMLS# (Nationwide Multistate Licensing System) Follow up with members via phone and email to ensure timely completion of services and applications Conduct outbound telemarketing to engage current and prospective members Complete required reports and records accurately and in a timely manner Attend scheduled meetings and training sessions as required Perform research and other clerical support duties as assigned Ensure work area is clean, secure, and organized at all times Provide support across multiple branch locations as needed Perform additional duties and responsibilities as assigned Requirements: Experience/Education Requirements: High school diploma or equivalent 3-5 years in a member service-oriented position or one (1) year as an MSC l or personal banker, preferably within credit union operations working in such departments as New Accounts. IRAs, Lending. ATM, etc. Good understanding of Credit Union services and products Experience processing home equity line of credit and cross-selling credit union services Notary Services Desired certifications in the following areas: Certified IRA Specialist NMLS Other Skills and Abilities: Excellent verbal and written skills Excellent interpersonal and customer service skills Excellent time management skills Ability to identify member opportunities for financial improvement, communicate recommendations, and provide support Ability to make sound judgments Ability to organize and prioritize tasks while maintaining detailed, accurate records Ability to maintain a professional image Proficient math skills Proficient with Microsoft Office Suite Bilingual (Spanish/English) preferred Consistent attendance Foothill Credit Union is an Equal Opportunity Employer. It does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, intersectionality, status as a veteran, and basis of disability or any other federal, state, or local protected class. Compensation details: 21.13-13.69 Hourly Wage PId8bcc40cb06a-31181-38880140
    $21.1-31.7 hourly 8d ago
  • Service Consultant

    Hyundai Motor America 4.5company rating

    Service advisor job in Irvine, CA

    As a service consultant you will be responsible for initiating automotive services and repairs by ascertaining vehicle performance problems and service requests; verifying warranty and service contract coverage; developing estimates; writing repair orders; maintaining customer records. You will serve as the communicator and liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer. Education High School Experience 1-3 years Employment Position: Full Time Salary: $40,000.00 - $80,000.00 Yearly Salary is negotiable. Zip Code: 92618
    $40k-80k yearly 52d ago

Learn more about service advisor jobs

How much does a service advisor earn in Costa Mesa, CA?

The average service advisor in Costa Mesa, CA earns between $28,000 and $87,000 annually. This compares to the national average service advisor range of $26,000 to $79,000.

Average service advisor salary in Costa Mesa, CA

$50,000

What are the biggest employers of Service Advisors in Costa Mesa, CA?

The biggest employers of Service Advisors in Costa Mesa, CA are:
  1. Walmart
  2. Airstreams
  3. AutoNation
  4. Connell Chevrolet
  5. Hardin Automotive Group
  6. Noarus TGG
  7. Lucid Motors
  8. George's
  9. Trust
  10. Parker Global Strategies
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