Service Associate Jobs in Watsonville, CA

Customer Service Specialist Job Summary: We are seeking a proactive Customer Service Specialist to join our team in Mountain View, CA. The ideal candidate will adeptly manage customer interactions across multiple channels-including phone calls, emails, and live chat-while generating insightful customer reports and ensuring compliance with Customer Satisfaction (CSAT) standards. Key Responsibilities: Multichannel Customer Support: Efficiently handle customer inquiries and issues via phone, email, and live chat, ensuring timely and accurate responses. Issue Resolution: Address and resolve customer complaints with professionalism and empathy, escalating complex cases when necessary. Order Management: Assist customers with product orders, returns, and exchanges, ensuring seamless transactions. Data Management: Maintain detailed records of customer interactions and transactions in the CRM system. Customer Insights Reporting: Analyze customer feedback and interaction data to generate reports that inform product development and service improvements. CSAT Compliance: Monitor and strive to meet or exceed established Customer Satisfaction (CSAT) metrics. Cross-Department Collaboration: Work closely with sales, product development, and marketing teams to relay customer feedback and contribute to product enhancements. Continuous Improvement: Participate in training sessions to stay updated on product knowledge and customer service best practices. Benefits: Competitive salary Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Opportunities for professional development Qualifications: Experience: Minimum of 2 years in a customer service role, preferably within the consumer goods industry, with experience handling multichannel support. Communication Skills: Excellent verbal and written communication abilities. Analytical Skills: Proficiency in analyzing customer data and generating actionable insights. Technical Proficiency: Familiarity with CRM systems and customer service software. Education: High school diploma or equivalent; a bachelor's degree is advantageous. Problem-Solving: Strong ability to troubleshoot issues and provide effective solutions. Customer Focus: Demonstrated commitment to delivering exceptional customer experiences.

As the App Store Hosting Customer Support Consultant for App Partnerships, you will be the primary point of contact for a defined set of priority Client Partners, and their associated Client Partnerships teams for all things App Policy related. You will be an App Policy expert who also has a developer mindset and can help to explain complex Policy details in succinct and actionable ways. Responsibilities: Policy Experience is a new service offering and an extension of App Partner support. This candidate will serve a critical purpose in understanding partners impacting App Policy issues, keeping internal Partnerships teams & client's executives informed, and in supporting external partners in policy issue resolution. Your ‘can do' attitude and desire to work in a high velocity environment will enable you to meet the needs of the growing organization where you'll manage outsourced vendors. Primary point of contact for client's top Partners and their partner management teams for App Policy related issues. Apply deep product expertise in carrying out day to day support for complex customer issues and escalations. Prioritize and deliver outstanding customer service, troubleshooting and resolving App policy issues impacting client's top partners. Lead external Partner and internal cross functional discussions regarding critical App Policy updates or enforcements. Engage with cross-functional partners to identify opportunities and resolve issues proactively. Responsible for gaining internal alignment across client executives and Partner Managers on App Policy Partner Communications. Identify proactive support opportunities and deliver solutions to scale or otherwise improve client's support operations. Manage relationships with key internal stakeholders across clients' Partnerships teams. Responsible for communicating critical partner impacting information and leading discussions to gain internal alignment. Experience: 2 or more years of experience in App hosting domain, with basic understanding of APK, SDKs etc. Salesforce or any other CRM exp. is highly desired. Problem Solving, Communication, Process Improvement, Collaboration, Customer Engagement, Leadership. Customer focus with strong communication skills and client facing experience, ideally of a technical nature. Ability to solve large unstructured business problems, preferably in process excellence and customer support/help centre space is a plus. Skills: Customer Support App Store APK, SDKs, etc. App hosting Education: Bachelor's degree with IT studies. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Devesh Shakya Email: ***************************** Internal Id: 25-29729

Our client is an established and rapidly growing Investment Advisory Firm seeking someone interested in developing their skills and advancing their career. With over $1 Billion in assets under management (AUM), we've grown by $400 million in the last three years purely through client referrals. Our firm offers a unique learning environment, focusing on education and training in FactSet technology, Bloomberg research, Morningstar Direct technologies, and continuous compliance training. As a key contributor, you'll receive significant support from our experienced team and specialized training in client relations, portfolio operations, and analysis. Requirements - client service associate: 7+ years of experience within the private wealth space Strong communication and detail orientation skills, as well as excellent analytical and problem solving skills Ability to work in a small environment where everyone wears multiple hats Cannot be a job hopper

About Us: AZAZIE stands as the leading direct-to-consumer (DTC) e-retailer, providing an array of bridal gowns, bridesmaid dresses, evening wear, and accessories. Designed in Los Angeles, AZAZIE disrupts the traditional wedding industry by presenting made-to-order gowns at an affordable price point. The brand is dedicated to promoting body-positive fashion, ensuring that all dresses, available in sizes 0-30, are meticulously cut and sewn to order. Explore our website, where you'll find hundreds of bridal and bridesmaid gowns and dresses, spanning over 80+ enticing color options. Job Summary: Azazie is looking for a self motivated and driven Customer Service Representative to join our growing team! In this role you will be responsible for providing a positive and efficient customer experience by educating customers on product knowledge, policies and services. We are seeking out top talent candidates that are highly engaged with our customers by productively providing the solutions in response to questions, concerns, and complaints through our chat, phone and email channels. * Please note: We are only recruiting local candidates at this time to accommodate a hybrid-based schedule. The employee will come into San Jose location 3 times a week Schedule: Tuesday - Saturday 8:00AM - 5:00PM Tuesday - Saturday 7:30AM - 4:30PM Sunday - Thursday 7:00AM - 4:00PM Mon, Tue, Wed, Thur, Sat (Off Friday and Sunday) 8am-5pm Responsibilities: As a Customer Service Representative, you'll be an important part of our growing team! You will be set up for success in meeting the following requirements for this role: Proficient in supporting our customers via phone, chat and email identifying their needs, complaints, or other issues and providing solutions and support as needed. Proactively monitor and de-escalate situations involving unhappy customers by clarifying the information, communicating best next steps and providing solutions within 24-48 hours. Responding efficiently and accurately to customers through showing Azazie cares, listening to their concerns and ensuring they have a memorable experience shopping with us. Navigate knowledge based platforms within: AI Intercom, Company Website, Content Management System, ERP and Happy Returns. Strong attention to detail with ensuring accuracy in information provided and in recording customer details in order to maintain customer satisfaction and resolve issues effectively. Competency and initiative to meet and exceed the department metrics and individual performance goals. Implementation of utilizing software, databases, and tools appropriately to provide exceptional customer service within our DTC industry. Skills/Talents you have: Analytical, problem solver and critical thinker. Ability to manage multiple channels of communication, tickets and customer conversations leading with Azazie cares and empathy. Team player that is willing to take initiative to support customers, other agents and supervisors. Adaptability to thrive in a fast-paced ever changing work environment. Aptitude in maintaining comprehensive knowledge of the AZ CS policies, procedures and SOPs for our customers. Positive attitude with a desire to learn and share ideas in a collaborative work environment. Clear and concise communicator within customer interactions and across different departments. Ability to build positive and long term customer relationships that reflect in positive customer satisfaction survey results. Excellent time management skills. Customer-focused with strong interpersonal and tech savvy skills. Qualifications: Customer Service Experience: 1 year (Preferred) Fluency in English. Additional languages is a plus, but not required (please note if you have skills in Spanish, Mandarin, or French in your application) Experience with AI Intercom, Slack or other CRM software is a plus. Experience navigating websites/browsers and using chat software (ex./ Slack); quickly navigating. between chat and other company tools such as our CRM and phone software. Excellent written and oral communication skills. Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) as well as Google Docs. Customer-focused and can demonstrate mastery of customer service skills. Ability to maneuver between multiple tasks. Benefits: Free snacks and drinks in office Company engagement events Gym access in San Jose office building Monthly departmental CS appreciation lunches Physical Requirements: While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close, distance and color vision. Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements. Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We are looking for a qualified customer service representative (CSR) to join our team. You will provide support to our business development representatives and respond to customer and prospect queries. The best CSRs are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. They love to talk and understand the value of good communication skills. Customer service representatives can put themselves in their customers' shoes and advocate for them when necessary. Our ideal candidate is an experienced professional with knowledge of sales and customer service best practices. You should also be able to interpret sales metrics and be goal-oriented. We expect you to perform well in a team environment and have exceptional people skills. Ultimately, you should be able to contribute to creating and maintaining good customer relationships and ensuring smooth sales team operations. This position does not involve cold calling but does involve communication with warm leads. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. Office address: 447 Sutter St., San Francisco, CA 94108 Employment is contingent on obtaining CA DOJ Finger Rolling Certification Responsibilities Manage large amounts of incoming phone calls Generate sales leads Identify and assess customers' needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication Provide accurate, valid and complete information by using the right methods/tools Meet personal/customer service team sales targets and call handling quotas Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Keep records of customer interactions, process customer accounts and file documents Follow communication procedures, guidelines and policies Take the extra mile to engage customers Aid with mail room operations such as packaging, shipping and receiving mail Assist with walk in fingerprinting servicing clients and other duties as assigned. Requirements and Skills Proven work experience as a customer service rep or sales support associate Proficiency with MS Office Suite, particularly MS Excel In-depth understanding of sales principles and customer service practices Excellent communication skills Analytical and multitasking skills Teamwork and motivational skills Job Type: Full-time Pay: $18.67 - $20.00 per hour Expected hours: 40 per week Schedule: Monday - Friday 9:00am-5:30pm Work Location: IN PERSON, REQUIRED. Benefits: 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Vision insurance

We are looking for a Call Center Specialist to join our team in Stanford, CA. Job Responsibilities: Provide directory assistance, connect callers to appropriate departments, faculty, staff, physicians, patients, or students, and facilitate conference calls. Quote long-distance calling rates, clarify dialing capabilities, and provide general assistance with telephone and paging systems. Page medical staff and doctors for incoming calls and announce pages within the Medical Center. Provide critical support during off-hours using on-call rosters and other reference materials. Dispatch emergency medical teams in response to medical alerts, including situations like cardiac arrest, trauma, fire, chemical spills, disaster recovery, and police emergencies. Offer off-hours support and coverage for various entities. Use call center and collaboration tools to ensure quick, effective resolutions for initial calls. Perform various administrative duties, such as maintaining directories, creating internal reports, updating reference materials, performing system diagnostics, and processing internal forms. Participate in continuous improvement efforts, including mentoring colleagues, assisting with training, and suggesting process enhancements. Follow all safety protocols and guidelines. Requirements: Proven experience in a customer service environment, with the ability to manage high call volumes, ideally in a university or medical center setting. Professional telephone etiquette and excellent communication skills in English (reading, writing, and spelling). Ability to effectively interact with senior professionals, managers, and clients. Strong interpersonal skills, with the ability to exercise tact and diplomacy under pressure. Proficient in operating telecommunications equipment and strong keyboarding skills (minimum typing speed of 40-50 words per minute). Familiarity with MAC or DOS systems, console operations, and automated paging systems. Ability to work collaboratively in a team environment. Physical Requirements: Ability to stand, walk, sit, use a computer, operate a telephone, and perform light hand manipulation tasks regularly. Capable of remaining on duty without leaving the console for extended periods (3+ hours). Working Conditions: Flexibility to work overtime, weekends, holidays, or unscheduled shifts as needed. Availability to remain on duty for extended periods without leaving the console.

Otsuka America Pharmaceutical, Inc. has launched a new customer engagement approach designed to better deliver on patient, caregiver and HCP expectations in an evolving healthcare environment. The new model is built around where patients get their care-locally, with the intent to better serve patients, caregivers, and healthcare providers, delivering a higher quality experience that ultimately is focused on improving patient care. The ecosystem approach" creates a unified focus among account management, medical, patient access and market access to engage local healthcare systems and identify opportunities to improve the patient experience. Through this matrix model, customers will now experience more coordinated and seamless care with digital-enabled support to bridge care gaps. In Otsuka's evolved customer engagement model, a Health Science Advisor (HSA) will engage HCPs through a variety of in-person, virtual and digital tools, offering expanded expertise regarding products and the approved conditions they treat. Otsuka's Clinical and Scientific Specialists (CSS) will provide deep clinical expertise on-demand and will engage healthcare providers to offer personalized education on disease state, thought leadership and real-world evidence. These ecosystems are led by Ecosystem Leads and are grouped into regional areas. Regional Leads have significant autonomy to assess unique market priorities and customize decisions that reflect local customer needs. In the future, Otsuka will also shift to drive customer engagement quality, accountability, and cohesion between patients and healthcare providers. Ultimately, it is all about putting customers at the center of everything they do. The Health Science Advisor will report directly to the respective Ecosystem Lead, coordinating with cross-functional colleagues in Medical (CSSs), Market Access (HSAMs), and Patient Support (PELs) under appropriate guardrails. This individual will serve as the main point of contact/connection to healthcare provider (HCP) customers and should have a wide breadth of expertise, (e.g. able to address complex on-label information based on approved content). Conducts proactive outreach to HCPs on topics such as: Product access: local market payor coverage and co-pay, prior authorization, formulary placement, and availability expectations On-Label/Consistent-with-label Info: proactively share information that is on or consistent with the label, including confidently and skillfully handling complex on-label information consistent with approved materials Established guidance on patient care: example system protocols, standard of care guidelines, discharge protocols, and published expert opinions (or share menu of options and direct accordingly) Ability to appropriately connect providers in real time to on-demand CSSs as questions arise Customer engagement: Personally engage customers through a variety of virtual or digital tools and can direct customers to other colleagues (e.g., CSS) on demand; closes the loop on customer requests, ensuring that they have been met and asking for feedback on quality of engagement Thought leadership: Facilitate speaker programs; organize local provider groups for discussions on experiences and outcomes with local/regional leaders Business planning: Elevate opportunities and feedback to ecosystem lead, including local market insights to inform setting of local strategy and business goals; compliantly collaborate with ecosystem team to adjust targeting and call point plans and action on insights collected from customer-facing roles Minimum Qualifications A minimum of 2 years pharmaceutical or medical device sales experience Must reside within commutable distance of 50 miles of the primary city in the sales territory Preferred Knowledge, Skills, and Abilities: Previous cross-functional industry experience in commercial life sciences (pharma or biotechnology) or related industry engaging with key healthcare ecosystem players (e.g., payers, health systems) 4 or more years' experience working in a sales role with HCPs, ideally representing multiple products and working across a complex healthcare system environment Clinical nurse or Advanced Practice Nurse (APN) experience highly valued The ability to work in an ambiguous environment undergoing transformation Proven track record in coaching, training and/or mentoring peers or others as assigned; helping such others to better meet or exceed their goals, targets and other responsibilities Proven track record for consistently meeting or exceeding financial and/or other quantitative targets, as well as qualitative goals Ability to seek out relevant information, prioritize, and apply information to solve complex problems in the ecosystem Ability to assimilate and communicate complex clinical and product information Knowledge of and ability to successfully addressing operational issues in the delivery of healthcare products to patients, such as reimbursement and supply #LI-Remote Competencies Accountability for Results - Stay focused on key strategic objectives, be accountable for high standards of performance, and take an active role in leading change. Strategic Thinking & Problem Solving - Make decisions considering the long-term impact to customers, patients, employees, and the business. Patient & Customer Centricity - Maintain an ongoing focus on the needs of our customers and/or key stakeholders. Impactful Communication - Communicate with logic, clarity, and respect. Influence at all levels to achieve the best results for Otsuka. Respectful Collaboration - Seek and value others' perspectives and strive for diverse partnerships to enhance work toward common goals. Empowered Development - Play an active role in professional development as a business imperative. Minimum $102,101.00 - Maximum $145,970.00, plus incentive opportunity: The range shown represents a typical pay range or starting salary for candidates hired to perform the work. Other elements may be used to determine actual salary such as the candidate's job experience, specific skills, and comparison to internal incumbents currently in role. This information is provided to applicants in accordance with states and local laws. Company benefits : comprehensive medical, dental, vision and prescription drug coverage, company provided Basic Life, AD&D, Short-term and Long-term Disability insurance, tuition reimbursement, a 401(k) match, PTO allotment each calendar year, paid holidays, and paid leave programs as well as other company provided benefits. Come discover more about Otsuka and our benefit offerings; ********************************************* . Disclaimer: This job description is intended to describe the general nature and level of the work being performed by the people assigned to this position. It is not intended to include every job duty and responsibility specific to the position. Otsuka reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Otsuka is an equal opportunity employer . All qualified applicants are encouraged to apply and will be given consideration for employment without regard to race, color, sex, gender identity or gender expression, sexual orientation, age, disability, religion, national origin, veteran status, marital status, or any other legally protected characteristic . If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation, if you are unable or limited in your ability to apply to this job opening as a result of your disability . You can request reasonable accommodations by contacting Accommodation Request . Statement Regarding Job Recruiting Fraud Scams At Otsuka we take security and protection of your personal information very seriously. Please be aware individuals may approach you and falsely present themselves as our employees or representatives. They may use this false pretense to try to gain access to your personal information or acquire money from you by offering fictitious employment opportunities purportedly on our behalf. Please understand, Otsuka will never ask for financial information of any kind or for payment of money during the job application process. We do not require any financial, credit card or bank account information and/or any payment of any kind to be considered for employment. We will also not offer you money to buy equipment, software, or for any other purpose during the job application process. If you are being asked to pay or offered money for equipment fees or some other application processing fee, even if claimed you will be reimbursed, this is not Otsuka. These claims are fraudulent and you are strongly advised to exercise caution when you receive such an offer of employment. Otsuka will also never ask you to download a third-party application in order to communicate about a legitimate job opportunity. Scammers may also send offers or claims from a fake email address or from Yahoo, Gmail, Hotmail, etc, and not from an official Otsuka email address. Please take extra caution while examining such an email address, as the scammers may misspell an official Otsuka email address and use a slightly modified version duplicating letters. To ensure that you are communicating about a legitimate job opportunity at Otsuka, please only deal directly with Otsuka through its official Otsuka Career website ******************************************************* . Otsuka will not be held liable or responsible for any claims, losses, damages or expenses resulting from job recruiting scams. If you suspect a position is fraudulent, please contact Otsuka's call center at: ************. If you believe you are the victim of fraud resulting from a job recruiting scam, please contact the FBI through the Internet Crime Complaint Center at: ******************* , or your local authorities. Otsuka America Pharmaceutical Inc., Otsuka Pharmaceutical Development & Commercialization, Inc., and Otsuka Precision Health, Inc. (Otsuka") does not accept unsolicited assistance from search firms for employment opportunities. All CVs/resumes submitted by search firms to any Otsuka employee directly or through Otsuka's application portal without a valid written search agreement in place for the position will be considered Otsuka's sole property. No fee will be paid if a candidate is hired by Otsuka as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Earn $19.50 - $21.00/hr. Joining our California's Great America Park Services team means you'll be ensuring the beautification and the cleanliness throughout the park. This position is guest facing, which requires guest interaction/communication while maintaining park cleanliness. You'll also… Initiate guest interactions, answer questions, and give directions to the guests. Sweep park grounds and restroom floors, keeping them free of debris. Maintain eating areas, bus tables, remove trash, and clean tables and chairs. Stock and replenish restroom dispensers with supplies. Attend to potentially unpleasant situations including bodily functions to maintain sanitation guidelines. Have additional opportunities to learn and expand your knowledge. Some of our amazing perks and benefits: Paid Training! FREE Uniforms! FREE Admission to California's Great America! FREE tickets for friends and family! 25% discounts on Food and 20% discounts on Merchandise! Employee-only RIDE nights, GAME nights and FREE FOOD events! Work with people from here, near and from all over the world! Responsibilities: California's Great America is the top destination for thrill-seekers and families alike and premiere entertainment with 100+ acres of FUN. We want YOU to join us in making people happy! As a member of our team, you'll… Make our guests happy by delivering amazing experiences and helping them create lifelong memories. Interact with different people of all ages and backgrounds. Gain skills, knowledge and experience that will benefit your future. Qualifications: You! Must be at least 16 years of age. Candidates must be available to work both Saturday and Sunday for Spring operation. We're looking for candidates who have FULL AVAILABILITY meaning they're able to work opening and/or closing shifts. **Ideally looking for candidates available to work up to 8 hr. shifts. This is a seasonal position, and we're looking for candidates who can work a minimum of 3 months through the end of the year. People who love helping others and will support the needs of our guests and associates. Individuals with a passion and excitement about California's Great America. By applying, you consent to your information being transmitted by Zippia to the Employer, as data controller, through the Employer's data processor SonicJobs. See Cedar Fair - Charlotte Terms & Conditions at ******************************* and Privacy Policy at ********************************* and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************

Teller of New York Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with branches in Florida, Massachusetts, California, and representative offices in Brazil, Chile, Mexico, and Panama, Safra National Bank is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients. Description of the position: The Teller will be responsible for delivering personalized financial services to high-net-worth clients, ensuring seamless and confidential transactions while providing an exceptional customer experience. The ideal candidate will manage day-to-day transactions, respond to client inquiries, and collaborate with team members to provide comprehensive financial services that support our clients' unique needs and goals. Responsibilities: 1. Client Service: • Provide exceptional, personalized service to private banking clients, including handling transactions, addressing inquiries, and assisting with special requests. • Ensure a welcoming, professional, and secure environment for clients at all times. 2. Transaction Processing: • Process a variety of financial transactions accurately, including deposits, withdrawals, wire transfers, check cashing, and foreign currency exchanges. • Handle large and complex transactions with confidentiality and discretion. Key transactions processed in the area: Taking customer deposits, Processing remote deposit capture deposits, Process FX teller transactions Vault control Daily Teller Proof Cashing OUT Checks Processing Fiserv POD Order Cash thru the Fed Prepare Official Checks FX Cash Transactions Check book ordering Ordering of Harland checks 3. Account Management Support: Key transactions processed after review from Middle Office: Account maintenances after Middle Office review Changes of address Stop Payments Updates to customer information in systems • Provide clients with account-related information and facilitate access to other private banking services as needed. 4. Problem Resolution: • Investigate and resolve client issues or concerns in a timely manner, coordinating with relevant departments to ensure satisfactory outcomes. • Escalate complex problems or complaints to the customer service team, management or private banking advisors when necessary. 5. Compliance and Security: • Adhere to all banking regulations, internal policies, and anti-money laundering (AML) requirements to maintain a high level of security and compliance. • Ensure all transactions and records meet regulatory and internal standards. 6. Relationship Building: • Build and maintain strong client relationships, enhancing customer loyalty and satisfaction. Ensure customers are well attended while at the branch; offering and providing water, coffee, etc… 7. Administrative Support: • Perform administrative tasks, such as record keeping, document management and imaging, and reporting, to support private banking operations. • Prepare and verify documents for account transactions and other client services. Lead mailroom functions tied to Ups, Fedex, mail delivery and courier control 8. Other Other duties as determined by the Manager or Director of the area, as applicable Qualifications: • Education: High school diploma or equivalent required; associate's or bachelor's degree in finance, business, or a related field is a plus. • Experience: • Previous experience as a bank teller is a must. Previous experience as customer service representative, or in a private banking environment is highly preferred. • Familiarity with private banking services and high-net-worth client management is advantageous. • Skills: • Excellent communication and interpersonal skills with a strong customer-focused attitude. • High attention to detail and accuracy in handling financial transactions. • Ability to work with discretion, maintaining confidentiality in all client interactions. • Proficiency in banking software, MS Office, and other relevant technologies. Ability to multi-task and be able to shift from one task to another easily. Works well under tight deadlines. Effective oral, written, and interpersonal communication skills in English with the ability to carry out instructions, instruct others, understand procedures, and to speak clearly to customers and co-workers. Portuguese and Spanish is a plus. Punctuality and an appropriate sense of time commitment and time management skills. Self-motivation. An awareness of appropriate behavior in all facets of profession interaction, and an ability to conduct oneself in an appropriate and professional manner at all times. Key Competencies: • Client-Focused Service: Demonstrated commitment to exceeding client expectations. • Professionalism and Discretion: Upholds high standards of conduct, particularly regarding sensitive client information. • Problem-Solving: Ability to resolve issues quickly and effectively. • Adaptability: Capacity to work efficiently in a fast-paced, high-pressure environment.

We are looking for a motivated individual eager to join a dynamic small business. As a Customer Service/Customer Management Specialist, you will play a vital role in the company's success. You will handle customer service and be responsible for managing customer relationships. Our client views this role as the lifeblood of their business, where you will support daily operations and serve as the company's voice when interacting with customers. Key Responsibilities: Communicate with customers via phone, email, and chat. Provide clear and knowledgeable responses to clients throughout the entire customer journey. Collaborate effectively with team members in a fast-paced environment. Perform data entry across various platforms such as Zoom, Google Calendar, and CRMs. Qualifications: 1-3 years of relevant work experience in customer service or a related field. Excellent phone etiquette, along with strong verbal, written, and interpersonal communication skills. Strong multitasking abilities and experience in organizing and prioritizing tasks. Outgoing, personable attitude with a focus on delivering excellent customer experiences. Proficiency with a variety of technologies including Google Calendar, Zoom, Slack, CRMs, and Microsoft Office.

Job Title: Facilities and Operations Support the organization's facilities management, procurement, shipping, and logistics operations to ensure seamless day-to-day functionality and long-term efficiency. This role primarily serves to enable other departments to operate effectively, with responsibilities including coordinating contractors, systemizing inventory, maintaining financial processes, as well as supporting HR and accounting functions. The employee for this role is well equipped for both administrative tasks and manual labor. This person is detail-oriented, resourceful, and capable of handling diverse responsibilities. The goal for this role is to support the company's operational excellence, with responsibilities being 60% proactive-focused on planning and continuous improvement-and 40% reactive, requiring promptness and adaptability to address immediate operational needs as they arise. Key Responsibilities: 1. Facilities Oversee third party maintenance services, ensuring organization, cleanliness and function of facilities, labs, parking lot, backyard, kitchen, offices and rooftop spaces. Maintain janitorial services and supply levels, ensuring a clean and functional work environment. Ensure that office is stocked with snacks, food, drinks/coffee, and general supplies at all times Coordinate facility repairs and modifications, including coordinating external contractors and landlord interactions. Monitor and ensure timely payments for utilities and waste management services. 2. Procurement and Vendor Support Process purchase requisitions and ensure accurate entry into ERP systems. Source equipment, furniture, and materials, prioritizing cost-efficiency and quality. Maintain and coordinate relationships with vendors and service providers, ensuring timely deliveries and compliance. Track subscriptions and reduce unnecessary expenses by monitoring renewals and unused services. 3. Shipping and Receiving Coordinate domestic and international shipping operations, including preparation of shipping labels, invoices, and customs documents. Ensure compliance with customs regulations and coordinate with relevant importers/exporters for international shipments. Develop and implement packaging solutions to ensure secure and efficient transport of goods. Organize warehouse operations, including racking, storage, and inventory maintenance. 4. Inventory and Warehousing Maintain inventory records and optimize space utilization in warehouses. Procure and maintain industrial equipment (e.g., forklifts, scissor lifts) and ensure safety training for users. Conduct regular reviews of external and internal inventory to identify and dispose of obsolete materials. 5. Accounting and Finance Collaborate with CPAs to provide them with the requested documentation for monthly, quarterly, and annual financial closes, taxes, and audits. Oversee accounts payable processes, including vendor payments via ACH, wire transfers, and corporate cards. Oversee Ramp spend management and corporate card systems, ensuring adherence to approval workflows. 6. Human Resources Support Assist with HR processes, including onboarding and offboarding paperwork and employee insurance negotiations. Support compliance with HR systems and policies, ensuring a positive work environment. 7. Operational Support Handle logistics for rental equipment, including ordering, delivery, and safe return. Support executive communications and documentation processes, such as Docusign administration for agreements. Oversee morale-boosting initiatives, including stocking snacks and coffee for employees. 8. Rooftop and Lab Maintain and implement structural / rooftop installations, ensure rooftop safety, service lab spaces. Coordinate contractor activities for safe handling, mounting, and alignment of modules. Ensure the setup and wiring are completed according to safety, operational and engineering standards.

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls. Responsibilities: Manage client service requests, including account maintenance, ACH transfers, and ACAT processing. Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries. Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity). Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers. Contribute to quarter-end client reporting, producing and reviewing client reports. Qualifications: 3+ years of experience in wealth management, brokerage, or investment advisory. Bachelor's degree strongly preferred. Familiarity with custodians such as Schwab, Fidelity, and Pershing. Experience with Orion Advisor Technology is a plus. Strong organizational skills, attention to detail, and ability to manage priorities independently. Excellent communication skills, both verbal and written, with a professional demeanor. Salary: $80,000 - $90,000 Please submit your resume for additional details and a full job description.

The Client Service Specialist is responsible for supporting client relationships and facilitating internal team collaboration efforts. Structure Full-time, non-exempt position Reporting Location: 240 San Jose Avenue, San Jose, CA 95125 Reporting Schedule: 6:30am - 3:00pm Salary Range: $33.65/hr to $43.50/hr Functional Roles and Responsibilities End-to-End Client Meeting Management Meeting scheduling and confirmation, calendar coordination with internal and external entities Meeting agenda & packet preparation - agenda, supporting documents Take comprehensive notes and photos during meeting Post-meeting follow-up - packet update and distribution Delegate and communicate follow-up action items internally and with external vendors Close the loop on all pending items Client Deliverable Development Landscape maintenance proposals Presentation decks Simple QuickBooks proposals Property service/operations maps Newsletters Work Order & Job Management Manage work order email address, tracking sheet and all work order communication with clients and internal team Ensure all work orders are complete, communicate with customer Plant and material ordering for small enhancements and installations Accounts receivable management Marketing & Client Relations Industry membership management Coordination and registration of industry events Support of development and execution of educational programming Development and execution of client relations events Social media support Giveaway inventory management in San Jose office Office Administration Ordering, management and organization of supplies for San Jose office Lead facilities management for San Jose office - vendor management, etc. Success Behaviors Has a positive attitude Takes initiative to improve performance Provides creative solutions Has proactive approach to their job, stays organized Team player Physical Requirements The physical demands described here must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is required to: Regularly sit, type, and use the computer and mouse for prolonged periods Occasionally lift and/or move up to fifty (50) pounds Regularly operate a vehicle to travel to and from work locations Maintain a valid driver's license Metrics for Success Proper scheduling and completion of the scope of work while satisfying the customer expectations Client Retention Enhancement sales generation Provides exemplary customer service through superior communication Fosters teamwork with all operations and administrative staff members

The Family Service Advisors serve families with care and compassion, educating and guiding them through the process of making informed decisions for Cemetery Advanced Planning, At-Need Cemetery Planning, and Memorialization products and services. Family Service Advisors will demonstrate by example care and compassion for families. Reporting to the Cemetery Manager, Family Service Advisors interact with families, priests, parishioners, vendors and other personnel/departments. Education and Experience College degree preferred, and/or 2-4 years working in a sales environment having face-to-face contact with the customer Position Requirements Include, but are not limited to: Knowledge of the Catholic faith, rituals, and traditions. Knowledge of processes, principles, and methods for selling products and services. Record of accomplishment in networking, developing leads, contacting referrals, setting appointments, and meeting monthly sales goals. Excellent interpersonal and communication skills, both in person and on the telephone, email and virtual communications. Highly organized, detail oriented, and excellent time management skills. Ability to work and make decisions under pressure and tight deadlines. Proficient in the use of computers, software, and technology. Valid state issued driver's license, good driving record, and proof of insurance is required. Bilingual: English/Spanish preferred About the Employer The Diocese of Monterey is a religious organization founded in faith and is an open source provider of information for end of life services-funeral, cremation, and cemetery. The Diocese of Monterey offers excellent compensation for motivated individuals, which includes a base salary plus incentives. Benefits include medical, dental, paid vacation and sick days, and retirement benefits. Employment will go to those individuals whose knowledge, skills, and experience most closely qualifies them for the position offered without regard to race, color, sex, age, disability, or national origin. Work Location: Monterey, CA Work Remotely No Job Type: Full-time Pay: $60,000.00 - $80,000.00 per year Benefits: 401(k) Dental insurance Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Retirement plan Vision insurance Schedule: 8 hour shift Weekends as needed Supplemental Pay: Bonus opportunities Commission pay Language: Spanish (Preferred) Work Location: In person

Ultimate Staffing is looking for several Contact Center (Call Center) Specialist to support a leading Bay Area Credit Union with a critical mobile application launch. This is a 10-13-week assignment located in San Jose, is onsite and the pay is $23-26/hour depending on experience. POSITION SUMMARY The Contact Center Specialist is responsible for providing support and assistance to existing members, potential members and other parties who contact our Credit Union by telephone and/or email, including other departments. When responding to incoming phone calls and emails, the Contact Center Specialist adheres to established policies and procedures to effectively satisfy inquiries, resolve problems, fulfill services requests and cross-sell relevant products and services as presented by the client. Essential Duties Member Service Operations · In a professional manner manages telephone/email inquiries, including: o Provides quality customer service during each call, o Handles calls in accordance with established department guidelines, while adhering to all our policies and procedures, o Clearly and accurately explains the features, benefits and processes of our products and services, including membership/service-related fees, which are relevant to needs of the caller, o Provides clear and accurate information in a timely manner, o Properly directs calls/requests to the appropriate employee/department for processing as needed. · Identifies product referral and cross-sell opportunities in a variety of situations, including fulfilling immediate member needs, promotional offers, and marketing campaigns. · Maintains a 92% available time for calls. · Effectively explains policies, procedures, and compliance regulations to the member. · Processes authorized transactions/requests accurately and in a timely manner. · Responds to requests for assistance from staff and other departments. Work Schedule · Full-time; typically, 40 hours/week · M-F, 8-hour shift within the 7:45am-6:00pm window Plus rotating Saturdays 9:45am-2:15pm · Occasional overtime MINIMUM JOB QUALIFICATIONS Education: High School diploma (or equivalent experience) required. Experience: 2 years combined banking and/or call center experience preferred. Knowledge/Skills/Abilities: · Excellent verbal and written communication skills. · Good time-management skills. · Achieves a regular Call/Email average of 90% or better. · Meets individual product referral goals as outlined by management. · Strong organization, team orientation, PC, Internet, and service skills All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Primary Function Responsible for delivering a superior level of hospitality and professionalism, which includes managing access to facilities, promptly addressing attendee concerns and inquiries related to museum services, and proactively overseeing the seamless flow of events and activities within the facility. PAY TRANSPARENCY Range: $27.00/hr. - $32.00/hr. Duties & Responsibilities Lead tours and programs for visitors of all ages, based on scripted content Greet and interact with visitors on the museum floor, be creative and flexible in interacting and communicating with coworkers, attendees, and clients, providing excellent customer service Assist with inquiries related to museum services, hours of operation, personnel, events, logistics, directions, and other related matters Handle all interactions with visitors with the utmost hospitality and professionalism Be aware of inclusive customs, greetings, and needs of visitors from countries around the world, and visitors with special needs Accommodate special requests to the best of your ability to ensure a positive experience for all guests Resolve attendee complaints promptly and effectively; escalate safety concerns to the appropriate parties Manage and provide authorized access to buildings and units for attendees and visitors Utilize various software programs to accurately verify and input special arrangements and access permissions Conduct regular walkthroughs of the space, maintaining awareness of ongoing meetings and events, and being proactive in addressing any concerns, general tidiness of displays and products Other duties as assigned Skills & Qualifications PHYSICAL DEMANDS The role may require extended periods of standing and walking within the conference center facility Ability to lift and carry items weighing less than 35 pounds such as bags, boxes, equipment, or event materials Comfortable using stairs and accessing various parts of the facility Education & Experience High school diploma or equivalent; additional education or certification in hospitality or a related field is a plus Proven experience in a conference center, retail, or museum guest services or hospitality role Exceptional customer service skills, with a focus on engagement and attention to detail Familiarity with software tools for access control, guest management, inventory, etc. Ability to multitask and handle various responsibilities in a fast-paced environment Diversity Inclusion & Customer Service Statement TeamPeople, a division of System One, is an organization dedicated to providing superior customer service. Outstanding customer service encompasses everything from performing the technical, creative and operational aspects of our jobs to the best of our ability, to going the extra mile to assist our customers and colleagues in any way. TeamPeople not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. We respect, value and celebrate the unique attributes, characteristics and perspectives that make each person who they are. We also believe that bringing diverse individuals together allows us to collectively and more effectively address the issues that face our customers. It is our aim, therefore, that our partners, strategies and investments reflect these core values. TeamPeople is dedicated to providing superior customer service and is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. EEO Statement TeamPeople, a division of System One, is an organization dedicated to providing superior customer service. Outstanding customer service encompasses everything from performing the technical, creative and operational aspects of our jobs to the best of our ability, to going the extra mile to assist our customers and colleagues in any way. TeamPeople not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. We respect, value and celebrate the unique attributes, characteristics and perspectives that make each person who they are. We also believe that bringing diverse individuals together allows us to collectively and more effectively address the issues that face our customers. It is our aim, therefore, that our partners, strategies and investments reflect these core values. TeamPeople is dedicated to providing superior customer service and is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

About the Role We are looking for a Product Expert to provide exceptional technical support to our customers. As a Product Expert at Omni, you will use your knowledge of SQL, data analytics, and the Omni product to help customers solve data problems, learn best practices, and navigate the platform. You will be both the face of Omni, and the voice of the customer internally. You will provide personal attention and advocate for customers' needs while serving as their first line of help. We take pride in providing stellar, high-touch technical support throughout the customer lifecycle, and the Product Expert is the face and heart of the customer experience! You will: Become a deep expert in the Omni product & best practices Assist Omni's customers, potential customers, and partners via Slack, acting as the frontline as users navigate the product Provide proactive, positive, above-and-beyond technical support, digging deeper to find creative solutions that go beyond the surface of the questions being asked Stay up to date on the latest product improvements & roadmap Give voice to customer needs in internal discussions with Product and Engineering. Partner with Solutions Engineering to identify trends and proactively recommend product and tooling solutions to improve customer experience Share deep knowledge of actual usage cross-functionally to inform how we develop and market our product. Surface feature requests and reproduce and report bugs reported by Omni users Contribute to our community site, sharing design patterns, solutions, and troubleshooting guides to enable self-service. Create delightful experiences for our customers. Build trust-filled advisory relationships, and find ways to make data teams more successful. About you Love learning and problem solving; enthusiastic about helping and teaching others Strong communication skills, both written and oral Desire to work directly with customers on a daily basis Passionate about working with and talking about data Strong SQL skills; knowledge of SQL for analytics 1+ years experience in data analytics and/or business intelligence preferred This role is based in our Santa Cruz office, and allows for a hybrid schedule with 3 days/week in office. Why Join Us Passionate, close-knit team with extensive experience in the space, including founders from Looker and Stitch Data Health, dental, and vision insurance 401(k) Plan Unlimited PTO

We believe the role would place you in a highly energized environment where you would be inspired to share your years of experience while providing extraordinary support for the team and community. At Janus, founded in 1976, we are dedicated to our mission of providing supportive, hope-inspiring, and successful substance use disorder (SUD) treatment services in a professional and compassionate environment. We commit to hiring top talent and cultivating a culture based on merit, where everyone is welcomed, accepted, and valued, reflecting our belief in the importance of a supportive and inclusive culture. . Visit us at *************** **Key Qualifications** * **Excellent Active Listening & Communication Skills**: Polite, tactful, and well-presented, even under high pressure. * **Documentation Proficiency**: Skilled at meeting aggressive deadlines with timely completion. * **Passionate & Self-Motivated**: Outstanding organizational and time management abilities. * **Team-Oriented Experience**: Positive demeanor in all work conditions. * **Meticulous Attention to Detail**: Strong ability to retain and contextualize information. * **Client Service Excellence**: Demonstrated ability to understand and address client needs effectively. * **Problem-Solving Skills**: Proactive in identifying issues and providing solutions to enhance client satisfaction. * **Adaptability**: Quick to adjust to changing client demands and work environments. * **Empathy & Patience**: Ability to handle client concerns with understanding and patience. * **Other Duties as Assigned**: Step into a dynamic role where you'll tackle diverse tasks, contribute to innovative projects, and continuously grow and adapt to make a meaningful impact. **Pay & Benefits** At Janus, base salary is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay range for this role is between $23.00 and $26.00 per hour and your base pay will be considered on your job-related skills, training, qualifications, experience, and relevant education. **What We Offer:** * **Amazing Benefits**: Enjoy comprehensive medical, dental, and vision coverage, 12 paid holidays, retirement benefits, no-cost mental health counseling services, and 12 paid sick days per year! * **Impactful Work**: Be at the forefront of transforming lives and communities. * **Collaborative Environment**: Work with a dedicated team of professionals committed to holistic care and rehabilitation. * **Professional Growth**: Seize opportunities to attend, participate, and speak at local and state-level meetings, events, conferences, and training. * **Supportive Culture**: Thrive in a workplace that values your contributions and supports your professional development. *Janus of Santa Cruz maintains and promotes a working environment free from discrimination and harassment; and provides all current and prospective employees with equal opportunity in employment regardless of race, creed, color, national origin, ancestry, religion, disability, medical condition, sex, gender identity, physical characteristics, marital status, age, sexual orientation, organizational affiliation, veteran status, or past justice related situations.* Requirements **Education & Experience** * One year's experience in a healthcare setting. * Ability to work with practice management and eHR systems. * Knowledge of health insurance plans, healthcare terminology/procedures/practices and HIPAA regulations. * This job requires some travel (up to 20%) **Skills:** * Excellent written and oral communication. * Exceptional interpersonal skills and a compassionate nature. * Bilingual - Spanish strongly preferred. **Qualifications:** * Proficiency in any of the following platforms is preferred: Microsoft 365, Google Workspace, Apple iWork, or LibreOffice. * Strong understanding of cloud-based and standalone office suite applications. * Strong understanding of electronic health record (eHR) systems. * Ability to troubleshoot and resolve technical issues related to office suites.

Carlisle Weatherproofing Technologies (CWT) is a leading supplier of building envelope solutions that effectively drive energy efficiency and sustainability in commercial and residential applications. We are looking for a Field Technical Services Representative to join our team in our Northern California market. Job Summary: This position will provide technical support to Roof Restoration contractors, distributors and sales representatives throughout the Northern California and western regions for SPF and coatings spray equipment, regarding equipment trouble shooting, and operator training. Training responsibilities will include all CWT Roof Restoration Products to include Spray Foams, Acrylics, Silicones, and primers. This position will also provide technical support on SPF and coatings equipment as well as developing continuing education information on installation best practices. Finally, the Northern California Technical Manager will assist the sales team with administering regional marketing programs, presentations, and conferences to support continued growth of CWT Roof Restoration Products. Duties and Responsibilities: Provide answers to inquiries to assist all customers including roofing contractors, technical representatives, sales representatives, distributors, architects, specifiers, and roof consultants. Perform final roof inspections on completed projects Perform inspections on warranty leak claims Be the point person for the training in the western United States assuring that all equipment is in complete running order for all trainings Perform fieldwork to assist CWT Roof Restoration customers in their respective needs such as job site visits, troubleshooting, new operator training, etc. Perform training programs and assistance for CWT Roof Restoration applicators, estimators, and customers to instruct/educate them on equipment operation, SPF, Acrylic, Silicone and Primer application or other relevant subject matter to increase their efficiency and capacity to properly and safely install CWT Roof Restoration roofing systems. Perform field tests and provide feedback and solutions for experimental technologies relating to the CWT Roof Restorations systems. Required Knowledge/Skills/Abilities: Must have a complete understanding of Spray foam equipment Must live in the Northern California. Candidates must have strong verbal/written communication skills. This would include working in Salesforce, Teams, Excel, Word and PowerPoint Bilingual in Spanish is preferred. Travel Requirements: +50% on average