Client Service Associate - Wealth Advisory Firm
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
Customer Service Representative
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.
Customer Service Representative
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.
Senior Customer Complaint Specialist
Service advisor job in Los Angeles, CA
Recruitment Requirements for Senior Customer Complaint Specialist
1. Education requirements:
Bachelor's degree or above, marketing, business administration, psychology,public relations, law or related major;
2. Work experience:
at least 1 year or more of experience in handling customer complaints, customer service management, or after-sales support, with a background in the renewable energy, Internet, e-commerce, finance, fast-moving consumer goods, or large manufacturing enterprises;
3. Core competencies:
Excellent communication and coordination skills, as well as emotional management skills, can efficiently handle high-emotional customer complaints;
Familiar with the customer complaint handling process and crisis response mechanism, can independently lead the closed-loop solution of complex customer complaints;
Strong logical analysis and problem-solving ability, can extract systematic improvement plan from customer complaints;
Skilled in using CRM system, office software (Excel/Word/PPT) and data analysis tools, can output high-quality customer complaint analysis report
Job Responsibilities:
1. Responsible for interpreting domestic and foreign project contracts
2. Responsible for call center customer service reception
3. Responsible for training and promoting the use and optimization of domestic energy storage after-sales systems, and maintenance of after-sales system information.
4. Responsible for actively collecting feedback on after-sales quality, and working with the quality department to improve and optimize quality issues.
Customer Service Representative
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.
Customer Support Representative
Service advisor job in Irvine, CA
Who we Are
Youtheory, located in Irvine California, is a leading manufacturer of health and wellness supplements including the award winning line of youtheory products which are sold in over 50,000 retailers worldwide. With over 200 years of combined service in the natural foods and supplement industry, Youtheory executives are committed to its mission of being a purpose built company that continually supports a wide range of charitable organizations both locally and globally.
Overall Responsibilities
To ensure that optimum customer service is obtained through accurate and professional utilization through e-mail, EDI, fax, customer call ins, invoicing, maintenance of customer files, pricing files, and professional liaison with the customers, internal sales & marketing team, and distribution.
Specific Key Responsibilities & Duties
Process all orders in a timely manner ensuring maximum unit fill, correct pricing, bonus items follow the promotional calendar, substitutions are made where necessary, communicate the delivery details to distribution and traffic, and follow up that the orders are shipped on time to meet the due dates
Liaise with production planning and CPFR when required to confirm stock availability for orders and manage order allocation
Answer all inquiries in a professional, congenial, and timely manner for the following purposes: placement of orders, reporting of damages, shipping errors, pricing errors, product availability, tracing of orders and new accounts
Maintain current knowledge of required documentation for international orders and 3'd party contracts
Liaise with Traffic/Customs Compliance for required document completion
Communicate to the accounts, Territory Managers, and Key Account Managers all pertinent
information regarding ship dates, back orders, discontinued items substitutions, etc.
Review all open orders to ensure they are kept current and prioritized daily
Liaise with 3'd party service providers by providing open order details and follow up to ensure that all orders can be filled and shipped within the required time frame to meet customers requested delivery dates
Review sales orders for invoice accuracy
Act as liaise with Sales Team on items including but not limited to, car stock, POP material, special reports, out of stock situations and launch date problems
As required ensure delivery and return of trade show materials and point of purchase material.
Review, approve and process claims from accounts for A/R posting
Working in compliance with the company's Health & Safety Policies/SOPs including but not limited to the Safety Responsibilities Procedure
Will comply with Good Manufacturing Practices in all GMP sensitive areas of Jamieson Laboratories Ltd. facilities
Other duties or projects as assigned
Knowledge, Skills & Abilities Requirements
Grade 12 or equivalent
Excellent interpersonal and communication skills (verbal and written)
Working knowledge of Word, Excel, Outlook, SAP, Xtuple/ERP would be considered an asset
Familiarity with both manufacturing and warehouse operations and transportation of consumer goods
Self-motivated, good organizational skills and a team player
Ability to communicate in a bilingual capacity would be a definite benefit, preferably in Spanish or French
Able to work in a fast-paced environment
Benefits:
Competitive salary, including discretionary performance-bases bonuses
Health Benefits (medical, dental, vision)
Life Insurance
401(k) Matching
Flexible Spending Accounts
Employee Assistance Program
Vacation Time
Employee Recognition Programs
Learning & Development
Work/Life Balance
Fun Company Events
Our Values
ACCOUNTABILITY: We do what we say. We take personal ownership for our work and actions and its impact on others and the business.
RESPECT: We do it together authentically and inclusively. We actively listen and engage each other, including diverse perspectives.
EXCELLENCE: We drive to high standard for product, people and planet. We challenge the status quo and bring forward innovative ideas in the continuous pursuit of quality.
AGILITY: We embrace change and act with flexibility. We welcome new ideas and feedback, swiftly incorporating them to improve our performance
Customer Service Representative
Service advisor 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
Service advisor 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
Customs Specialist
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)
Customer Service Representative
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
Customer Service Representative
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!
Customer Experience Lead
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
Claims Service Representative
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.
Customer Service Representative
Service advisor 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.
Customer Service Representative
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
Member Services Consultant II
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
D365 Field Service Consultant + Sap Integration
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
Service Consultant
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
Police Services Dispatcher
Service advisor job in Santa Ana, CA
The City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to the community.
The position is assigned to the Communications Unit, which is a 24-hour, seven-days-per-week operation.
Under general supervision on an assigned shift, receives emergency and other calls for service and dispatches appropriate personnel and equipment utilizing computer aided dispatch, telephone and/or radio communications equipment.
Applications are currently being accepted on a continuous basis, however this recruitment can close at any given time and without notice. You are encouraged to apply immediately.
* Receives 911 emergency calls and major emergency disaster calls from the public for police or other emergency services
* Evaluates information to determine location of the emergency and the appropriate personnel and equipment needed
* Dispatches emergency units on the computer aided dispatch
* Maintains contact with all units on assignment to determine status and location
* Provides assistance and explains response procedures
* May coordinate with state, county and other local agencies to provide information and coordinate call responses
* Answers non-emergency calls for assistance, screens calls and routes calls to appropriate person or office
* Inputs data into calls for service for police response
* Coordinates with local, state and federal agencies for related information; performs entries into the California Law Enforcement Telecommunications System
* Tests communications equipment and reports malfunctions
* Performs other functions as assigned
One year of clerical or other work experience involving public contact. Graduation from high school or G.E.D. equivalent may be used in combination with experience to provide the knowledge and abilities listed below.
Lateral applicants must have completed a probationary period as a Police Dispatcher and possess at least one year of experience as a full-time Police Dispatcher in the state of California within the last three years. Applicants must also possess a valid POST certified Public Safety Dispatcher Basic Course certificate. Additionally, applicants should have the knowledge and abilities listed below
Ability to learn: principles, practices, and procedures involved in public safety communications work; operation of radio/telephone receiving and transmitting equipment; some of the geography of the City and the location of streets and important buildings.
Ability to: type 35 words per minute; differentiate basic colors; speak clearly in a well modulated voice using good diction; work under stress and exercise good judgment in emergency situations; adjust quickly to changing situations; keep records and prepare reports; hear accurately; effectively read and interpret maps; and establish and maintain effective working relationships with other employees and the public.
CHARACTERISTICS OF SUCCESSFUL PERFORMERS:
Appropriate individuals prefer a fast paced, highly demanding work environment. They must be logical, level headed, and able to react appropriately and quickly in crisis and in routine situations. As the key link between the Police Department and citizens, dispatchers must be polite, patient and tactful with a focus on community oriented service in support of the Chief's Community Oriented Policing Philosophy.
All applicants are required to complete and submit a City application form online, as well as complete the supplemental questionnaire. Please note that resumes will not be accepted in lieu of an online application. To apply, click on the "Apply" link located at the top of this page. New users must create an account first. Click on this link for instructions on how to set up your account and apply for the first time: Online Employment Application Guide.
NOTE: THE APPLICATION FORM MUST BE COMPLETED IN ITS ENTIRETY. WORK HISTORY MUST GO BACK AT LEAST 10 YEARS (IF APPLICABLE). PAY SPECIAL ATTENTION TO THE 'REASON FOR LEAVING' FIELDS, AND 'DATES OF EMPLOYMENT (YEAR)' FIELDS. ANY APPLICATION WITH ONE OR MORE UNANSWERED FIELDS WILL BE CONSIDERED INCOMPLETE.
Applications and answers to the supplemental questionnaire will be thoroughly reviewed by the City staff. Those candidates who possess the most pertinent education, training, experience, and qualifications, will be invited to participate in the selection process, which will include the following (components 2 through 4 may be administered in different order):
1. Audio Typing Test (Performance Exam) (Qualifying): candidates are required to demonstrate a minimum net typing speed ability of at least 35 words per minute. This exam will be available to take online via the testing platform eSkill
2. ECOMM National Examination (Weighted 50%): includes multiple-choice video simulations and computer administered tests in which candidates must listen, multitask, analyze dynamic information, illustrate good judgment in controlling callers, determine the accurate response to callers, and perform accurate data entry. The examination is administered by the National Testing Network (******************************** DO NOT TAKE THE FRONTLINE EXAM UNTIL YOU RECEIVE E-MAIL COMMUNICATION FROM STAFF STATING YOU MEET THE MINIMUM QUALIFICATIONS. (This component will be waived for qualifying lateral applicants)
3. Dispatcher & Background Orientation (Qualifying): hosted by Police Communications staff and covers important topics such as interview preparation, interacting with police personnel and the hiring process. Candidates will also meet with a background investigator and asked to prepare a personal statement and complete a background packet.
4. Sit-Along (Qualifying): allows applicants to shadow a Police Services Dispatcher to experience the day-to-day of the position.
5. Oral Interview Examination: (Weighted 50%) candidates will meet with Police Communications staff, who will evaluate each their training, experience, education, and personal qualifications for the position.
NOTE: Candidates must pass every component listed above in order to be placed on the eligible list. Following the completion of the aforementioned civil service recruitment process, the Police Department will receive the names of candidates eligible for hiring consideration and will contact candidates directly to schedule departmental selection interviews with the Police Communications Manager or designee.
Candidates who pass the departmental selection interview will be referred to the background unit for a thorough police background investigation. Contents of the background file and results of the background investigation may also be reviewed by the Police Chief prior to selection. The review of suitability for employment will include an examination by a licensed psychologist, a polygraph examination, and a medical examination.
Bilingual Oral Fluency Examination (If applicable): will evaluate ability to communicate effectively in both English and Spanish. This component may be administered prior to hire date. Bilingual fluency pay is an additional $300 per month, which is not included in the salary listed at the top of this bulletin.
The City of Santa Ana is an equal opportunity employer. If you consider yourself a person with a disability, you may contact us regarding providing reasonable accommodation.
Customer Service Advisor
Service advisor job in Rosemead, CA
Job Title:
Customer Service Advisor
Compensation:
$16.50 - $16.74
Worker Type:
Employee
Time Type:
Part time
Job Description:
Enjoy fantastic working hours - Monday to Friday, 8:00 a.m. to 6:00 p.m., Saturday from 8:00 a.m. to 7:00 p.m., Sunday from 8:00 a.m. to 5:00 p.m. We offer the flexibility of both full-time and part-time schedules as well.
Embark on a rewarding career journey with us today as a Customer Service Advisor!
FULL-SERVICE REWARDS:
Biweekly Bonus Incentives
Spot bonuses through our internal rewards program
Opportunities for career advancement
Sundays are closed at most locations
No late nights or early mornings
Full and part-time scheduling is available
Paid time off (PTO) after 180 days
401K plan with company match
DailyPay
Employee discounts
Employee referral and fleet acquisition bonuses
Medical, dental, and vision insurance benefits are available 30 days after the first day of work
PerkSpot platform: Access to exclusive employee discounts on a variety of products, including travel, electronics, concerts, and more
Professional uniforms paid for and laundered
GEAR UP FOR YOUR ROLE: At Jiffy Lube, our mission is to Create Guests for Life. As a Customer Service Advisor (CSA), you are responsible for creating a warm, friendly environment while building trust. Your main duties include professionally servicing our guests' vehicles and educating them about our products and services through face-to-face service reviews. Through our valued training program, you'll gain certification and expertise in all the services we offer, preparing you for success in your role. If you're looking for more than just a job, seize the opportunity today and start your career! WHAT DOES SUCCESS LOOK LIKE?
Greet every guest with a warm welcome and a sincere smile
Present oil options and additional services to customers using a mobile tablet, following the manufacturer's recommendations
Engage enthusiastically with customers face-to-face to provide updates throughout the service, answer questions, and resolve issues
Deliver exceptional guest service by communicating clearly and providing feedback about guest vehicles
Communicate with the team and assist with the oil change process as needed
Check and communicate oil levels, part numbers, and repair services with the team
Through training, mastering the menu, products, services, and vehicle specifications
Deliver daily sales targets through educating our guests on products and services, building trust, and Creating Guest's for Life
WHAT IS YOUR ROLE WITHIN THE J-TEAM?
Promote teamwork to ensure timely and accurate guest care during all operating hours
Keep the service center clean and organized
Record all work performed on the repair order
Report safety issues immediately to management
Strictly follow company policies on vehicle care and operation
Perform various manual tasks for extended periods, including light and heavy lifting such as handling tires and wheels, standing, bending, and squatting
WHAT DO YOU NEED?
Previous automotive sales experience is preferred but not required
At least 3 months of customer-facing experience is a plus, such as retail, food service, hospitality, etc.
Must be at least 18 years old and legally authorized to work in the U.S., without company sponsorship, now or in the future
Ability to read and interpret documents such as safety rules, operating instructions, and procedure manuals
Strong communication skills for interacting with guests and team members
A solid work ethic with a positive attitude; self-motivated, reliable, and a team player
Shows responsibility, attention to detail, and the ability to follow procedures, identify problems, and make good decisions
Physically capable of standing for long periods on hard surfaces, lifting to 50 pounds, and performing manual tasks like bending and squatting
Willing to work in different temperatures, noisy environments, and around exhaust fumes
Ready to work flexible hours, including weekends and some holidays, depending on the location
Dedicated to following all safety protocols and company policies
Perform other duties as assigned
Equal Employment Opportunity We're proud to be an equal opportunity employer - and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. At TCC, we know that diversity makes us stronger. We are committed to a collaborative, inclusive environment that encourages authenticity and fosters a sense of belonging. We strive for everyone to feel valued, connected, and empowered to reach their potential and contribute their best.
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