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Client Service Associate - Wealth Advisory Firm
Discovered Search
Service representative 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
A fast-growing proptech company located in Newport Beach is seeking a Head of Customer Success. This role involves driving customer activation, adoption, retention, and expansion across SMB and mid-market accounts. Ideal candidates will have 3-6 years of experience in SaaS Customer Success with a strong track record in process-building and data analysis. Competitive compensation includes a base salary and bonus structure, alongside opportunities for professional development. Hybrid work options are available within the LA/OC/SD area.
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$112k-169k yearly est. 1d ago
Client Services Representative
Venbrook 3.3
Service representative job in Irvine, CA
JOB TITLE: Client ServicesRepresentative (CSR) - Employee Benefits
DEPARTMENT: Employee Benefits
CLASSIFICATION: Non-Exempt
LANGUAGE REQUIREMENT: Bilingual English and Spanish
COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience
COMPANY OVERVIEW:
Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines.
Our teams support clients through direct service, accountability, and clear communication.
Our culture emphasizes ownership, collaboration, and trust.
We offer a comprehensive benefits package:
401k with employer match
Medical, dental, vision, life, and disability insurance
Paid Time Off
Paid holidays
Paid sick leave
Professional development opportunities
Flexible work arrangements
JOB SUMMARY:
The Client ServicesRepresentative supports employees and HR contacts with day-to-day benefit inquiries.
You operate in a high-volume, member-facing environment.
You resolve routine issues and escalate complex matters following defined guidelines.
Your work supports a consistent member experience and reduces service interruptions for Account Management teams.
DUTIES/RESPONSIBILITIES:
Employee and Member Support
Serve as the primary contact for benefit inquiries via phone and email
Explain coverage, eligibility, and benefit usage in clear terms
Guide members through carrier portals, mobile applications, and ID card access
Support employees during open enrollment
Provide bilingual support in English and Spanish
Routine Benefits and Claims Support
Process ID card requests and replacements
Confirm provider network participation
Respond to basic claim status inquiries
Verify eligibility and enrollment changes
Add or remove dependents
Provide prescription refill guidance
Address standard open enrollment questions
Issue Identification and Escalation
Identify issues requiring escalation
Route cases to Account Management per internal guidelines
Ensure complete documentation prior to escalation
Maintain ownership until successful handoff is confirmed
Documentation and Collaboration
Document all interactions and outcomes in the CRM system
Track open items through resolution
Partner with Account Managers and Advocacy teams
Identify recurring issues and share trends with leadership
EDUCATION & EXPERIENCE:
Required Skills & Qualifications
· One to three years of experience in employee benefits, insurance
· Bilingual English and Spanish
· Clear written and verbal communication skills
· Ability to manage high call and email volume
· Strong organization and follow-through
· Professional and composed in time-sensitive situations
Preferred Qualifications
· Experience in an employee benefits brokerage or consulting environment
· Knowledge of health and welfare benefit plans
· Experience with CRM or benefits administration platforms
· Working knowledge of Outlook, Word, and Excel
Measures of Success
Timely resolution of routine member issues
Clear and complete escalation documentation
Positive member experience feedback
Reduced disruption to Account Management workflows
$28.9-33.7 hourly 4d ago
Order Specialist
Employbridge 4.4
Service representative job in Irvine, CA
Order Management Specialist I needed for a manufacturing company in Irvine, CA!
*Direct Hire Opportunity*
Pay: $27-$33/hr. with a 15% bonus opportunity
Schedule: In person M-F 7am or 8am start
The Order Management Specialist I processes customer orders accurately and supports timely fulfillment by coordinating with internal teams. This role ensures all order activity is documented in CRM systems and helps resolve basic order issues.
Key Responsibilities
Process and manage customer orders in SAP
Track all customer interactions in Microsoft Dynamics CRM
Verify pricing, availability, and delivery timelines
Communicate order confirmations, updates, and basic inquiries
Coordinate with sales, logistics, and warehouse teams
Identify and escalate order discrepancies or delays
Maintain accurate order records and documentation
Assist with order-related reporting as needed
Qualifications
High school diploma or equivalent (Associate's degree preferred)
0-2 years of experience in order processing, customer service, or related roles
Proficiency in Microsoft Office (Excel, Word, Outlook), Teams, and Dynamics CRM
Strong attention to detail, organization, and multitasking skills
Clear written and verbal communication skills
Familiarity with ERP systems (SAP preferred)
Work Environment
On-site, office-based role
Standard business hours with flexibility during peak periods
Regular use of computers and office equipment
$27-33 hourly 1d ago
Customer Service Representative
Kellyconnect | Contact Center Solutions
Service representative job in Irvine, CA
For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer servicerepresentative 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 ServiceRepresentative? 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 3 years of customer service experience and call center 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 ServiceRepresentative today.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquí en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orígenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
$26 hourly 4d ago
Customer Service Specialist
Zenith Search Partners
Service representative job in Fullerton, CA
Quick overview of this role
.
We're looking for an experienced Industrial Customer Service Specialist to support a growing specialty distribution business in the Fullerton area. This is a fully onsite, hands-on, judgment-driven role supporting experienced sales professionals in a fast-moving industrial distribution environment - in an office where accountability, collaboration, and a little background music are part of the daily rhythm.
If you've supported sales teams in an industrial or distribution setting and enjoy being the person who keeps orders, logistics, and communication running smoothly, keep reading! This role will feel familiar - and rewarding.
What you'll be responsible for
Owning the full lifecycle of customer orders, from entry through fulfillment and delivery
Supporting assigned sales reps while maintaining clear boundaries, accuracy, and priorities
Coordinating with warehouses, carriers, and logistics partners on domestic LTL shipments
Managing documentation tied to orders (SDS, CofA, lot tracking, product details)
Using ERP systems to track orders, inventory, and customer activity
Communicating clearly and professionally with customers, suppliers, and internal teams
Identifying issues early and driving resolution with urgency and accountability
Maintaining accuracy in a fast-paced, multi-SKU industrial distribution environment
What we're looking for
Must-haves:
Experience in industrial customer service or order management
Background in industrial or specialty distribution (chemicals a strong plus, but not required)
Comfort managing logistics and domestic freight via brokers and carriers
Strong organizational skills, attention to detail, and follow-through
Confidence to professionally push back on sales when needed to protect operations and customers
Ability to work on-site in the Fullerton, CA area
Nice-to-haves:
Experience in chemical distribution
ERP exposure (Datacor / Chempax or similar systems)
Familiarity with SDS, CAS numbers, and regulated products
Google Workspace experience (Sheets, Docs, Gmail)
Why this role is different
This is a judgment role, not a script-driven CSR position
You'll be trusted to manage priorities, not just process transactions
The team values accountability, teamwork, and clear communication
Office culture is collaborative, professional - and energetic
Compensation & details
Competitive hourly compensation aligned with experience
Full-time, on-site role
Strong benefits and long-term stability with a well-established firm
$33k-43k yearly est. 1d ago
Customer Service Representative
Kelly 4.1
Service representative job in Pasadena, CA
IHSS Customer Service Specialist
Pay Rate: $27.00 per hour
Schedule: Monday-Friday, 8:00 AM-5:00 PM
Contract: 6-month contract
We are seeking a compassionate and dependable IHSS Customer Service Specialist
support high-needs In-Home Supportive Services (IHSS) recipients in Pasadena, CA. This Role focuses on assisting seniors and individuals with disabilities often in urgent or emergency situations by coordinating backup caregiving support and helping clients navigate public assistance programs.
Key Responsibilities
Respond to inbound calls from IHSS recipients experiencing urgent care needs, including same-day caregiver call-outs.
Coordinate and dispatch backup homecare providers to ensure continuity of care.
Assist clients in understanding and navigating IHSS, Medi-Cal, and other county or state assistance programs.
Connect callers with appropriate community resources and social services.
Provide calm, empathetic, and solutions-focused support in high-stress or emergency situations.
Maintain accurate case documentation and protect confidential client information.
Qualifications
Call center experience preferred
Experience with IHSS, personal assistance services, homecare, or social services Required
Bachelor's degree required in Social Work or a related field (Psychology, Sociology, Counseling, or similar) REQUIRED
Strong interpersonal, organizational, and problem-solving skills
Ability to work effectively in a fast-paced, in-office environment
Apply today and help drive the mission. Send your resume to ************************* Or call Daisy at ************
$27 hourly 3d ago
Customer Service Representative
Vaco By Highspring
Service representative job in Irvine, CA
Our client is seeking a dependable and customer-focused Customer ServiceRepresentative to serve as a key point of contact for customers. This role is ideal for someone who enjoys helping others, solving problems, and providing a positive experience while working in a fast-paced, team-oriented environment.
Key Responsibilities
Respond to customer inquiries via phone, email, and/or chat in a professional and timely manner
Resolve customer questions, concerns, and issues while ensuring a high level of satisfaction
Document customer interactions accurately in internal systems
Process orders, returns, account updates, or service requests as needed
Collaborate with internal teams (sales, operations, billing, etc.) to resolve escalated issues
Follow established processes, policies, and service standards
Identify opportunities to improve the customer experience
Qualifications
1-3+ years of experience in customer service, call center, or client support roles
Strong communication and interpersonal skills
Ability to remain calm, professional, and solution-oriented
Basic computer proficiency and ability to learn new systems quickly
Strong attention to detail and follow-through
Nice to Have
Experience in a high-volume or phone-based support environment
Familiarity with CRM or ticketing systems (Salesforce, Zendesk, etc.)
Bilingual skills a plus
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$32k-41k yearly est. 1d ago
Customer Service Coordinator
Simplex Group 3.3
Service representative job in Rancho Cucamonga, CA
Simplex Group is an organization dedicated to providing quality commercial transportation services to trucking companies and owner operators alike. We are experts in administering comprehensive services including DOT/FMCSA Safety Compliance Management, truck permits and taxes, offering the best trucking insurance packages in the market, and securing top paying loads while servicing your freight factoring services. At Simplex Group our vision is: “Empowering the Dreams of Those Delivering to America”.
We are looking for a high-energy, customer focused New Driver Onboarding Representative to join our team. The representative will be the first point of contact for visitors at our Headquarters, giving exceptional customer service to our visitors. In this role, the New Driver Onboarding Representative will play an essential role in prescreening drivers for our customers in accordance with the regulatory guidelines of the FMCSA. Given the fast growth within this department, we have no doubt this role will serve as a stepping stone for a long-term career at the Simplex Group.
Responsibilities:
Greet and welcome visitors in a courteous and friendly manner providing information to visitors about the company and its services
Coordinate between the visitor and our internal departments to ensure smooth operations and excellence in customer experience
Respond promptly to customer inquiries in a professional and courteous manner
Resolve customer concerns, issues, and complaints effectively and efficiently
Identify and recommend process improvements to enhance customer satisfaction
Maintain a positive and empathetic attitude towards customers at all times
Gather driver information to complete the prescreening for drivers according to FMCSA regulations, including conducting drug/alcohol screenings
Review of driver documentation required for proper onboarding
Enter and verify client information in systems to ensure records are kept up-to-date
Assist with miscellaneous clerical duties, such as photocopying, scanning, filing, and following up with customers
Manage and maintain a clean and organized reception area welcoming to visitors
Ensure security protocols are followed for visitor access
Assist with other tasks as needed by the company
Experience Requirements:
High school diploma or equivalent relevant experience.
Customer service experience, preferably in the transportation industry.
Bilingual conversational in Punjabi is required/preferred.
Skills Needed:
Customer-centric mentality.
Data entry and documentation skills.
Strong attention to detail.
Bilingual in English and Punjabi.
Familiarity with Microsoft Office (Excel, Word).
Job Duties:
Greet and assist visitors.
Coordinate with internal departments.
Respond to inquiries and resolve concerns.
Identifying Process Improvements
Prescreen drivers per FMCSA guidelines, including Drug and alcohol screenings
Data Entry and Record Keeping
Miscellaneous Clerical Duties
Review driver documentation.
Maintain a welcoming reception area.
Follow security protocols.
Supporting additional company needs
Great Fit if...
Able to work on an On-Site position
Excellent verbal and written communication skills
Exceptional interpersonal and customer service skills
Outstanding organizational skills and attention to detail
Strong analytical, logical thinking, and problem-solving skills
Excellent time management skills with a proven ability to meet deadlines
Ability to prioritize tasks and to delegate them when appropriate
Characteristics of a Simplificator:
Optimistic Attitude
Problem Solver
Passionate
Eager to learn
Team Player
Adaptable
Simplex Group is an organization dedicated to providing quality commercial transportation services to trucking companies and owner operators alike. We are experts in administering comprehensive services including DOT/FMCSA Safety Compliance Management, truck permits and taxes, offering the best trucking insurance packages in the market, and securing top paying loads while servicing your freight factoring services. At Simplex Group our vision is: “Empowering the Dreams of Those Delivering to America”.
$34k-44k yearly est. 4d ago
Customer Care Representative I
Agendia 4.5
Service representative job in Irvine, CA
Apply Description
The Customer Care Representative's 1 primary objective is to ensure all customers receive the best level of customer service throughout the entire customer experience when dealing with an Agendia representative. An RAR1 serves as an internal and external resource for all customer needs related to product information, patient related inquiries, client supplies, billing inquiries and as an internal support agent to the commercial team for prospective and existing client needs. The RAR1 shall treat all client interactions with the highest-level of professionalism, energetic and have excellent verbal and written communication skills. The RAR1 shall follow all regulatory guidelines according to Agendia's Quality Assurance program and HIPAA compliance since dealing with Patient Health Information (PHI).
POSITION WITHIN THE ORGANIZATION
1. Reports to Regional Account Manager
2. Cooperates with all departments across the organization
3. Participates in:
- Department meetings
- Project meetings
- Working groups
- Project groups
Requirements
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Ensure all Customer Care Policies and Procedures are followed as it relates to the Regional Account Representative I position.
* Ensure that all Agendia's health, HIPAA and safety Policies and Procedures are followed.
* Ensure that all customer interactions are handled with the best level of customer service at all times.
* Handle all external and internal client inquiries, requests and concerns timely and with the highest level of professionalism and ensure client needs are met.
* Accurately enter and maintain all required patient and customer data into the various systems utilized in the Customer Care department.
* Coordinate relationship with Customer Service department in Amsterdam
* Assist with Billing and Reimbursement inquiries.
* Responsible for in-bound and out-bound telephone calls and ensure all calls are handled within the Customer Care established performance metrics.
* Responsible for monitoring and resolving deficiencies within 2 working days.
* Ensure that all block requests are complete on a daily basis and escalate any delayed requests to lead and/or department Manager.
* Review Therapak (THP) orders on a daily basis and ensure all client supply orders are processed and shipped out timely.
* Participate in the "Meet and greet" and "Ride Along" program with Oncology Sales Specialists (OSS) when applicable.
* Tracking and monitoring of samples from pick-up to report delivery within the assigned territory.
* Responsible for timely retrieval of patient sample block requests from clients and OSS.
* Establish and maintain excellent communication with OSS's in your assigned territory and ensure OSSs' are informed of any potential client issues that may be encountered in a timely fashion.
* Coordinate with the OSS in your assigned territory a formal introduction to a new client within one week of first sample reported and establish relations with client.
* Submit block requests to path labs same working day as request are received. All block requests not completed same day, complete next working day.
* Direct contact with top Clients bi-monthly to follow up on issues or questions.
* Assist Commercial team with New Account set up in Sales Force.
* Assist Commercial team with Portal set up in Sales Force.
* Performs other related duties as required or assigned.
The above listing represents the general duties considered essential functions of the job and is not to be considered a detailed description of all the work requirements that may be inherent in the position.
KEY CONTACTS
Internal
* This position may interface with all departments within the company.
External:
* N/A
EDUCATION AND EXPERIENCE REQUIREMENTS
EDUCATION
* High School Diploma or equivalent
* 2 + years related experience
* Experience with Microsoft Office (especially Outlook, Word, and Excel)
* Experience with Windows Operating System environment and web applications
KNOWLEDGE, SKILLS AND ABILITIES (KSA'S)
Specific Knowledge Required: Understanding of general laboratory techniques.
Knowledge: Comprehension of a body of information acquired by experience or study.
Skill: A present, observable competence to perform a learned activity.
Ability: Competence to perform an observable behavior.
* Punctual, able to be flexible with schedule.
* Professional phone demeanor.
* High level of accuracy and attention to detail.
* Ability to work with multiple systems (software).
* Ability to adapt to changing procedures, policies and work environment.
* Ability to work in a fast paced team environment.
* Effective written and verbal communication.
Desired Skills:
* Bachelor's Degree (preferred).
* Knowledge of Customer Care principles within the healthcare/lab industry.
* Insurance and Billing principles within the medical industry.
Supervisor Responsibilities:
* This position requires no supervisory responsibilities.
* PRIVACY NOTICE: To review the California privacy notice, click here: privacy-policy/
* Employees must not be classified as an excluded individual who is prohibited from participation in any Federal health care program.
WORKING ENVIRONMENT
Establishes ADA (Americans with Disabilities Act) requirements.
ENVIRONMENT/SAFETY/WORK CONDITIONS
General office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Maintains a clean, neat, and orderly work area.
Adheres to Department Specific Safety Guidelines.
TRAVEL
No travel is required.
OTHER DUTIES
Other duties as required.
Salary Description $24.00 - $27.50 Hourly
$24-27.5 hourly 5d ago
Resident Service Specialist - Brand New Lease-Up Apartment Community
UDR, Inc. 4.5
Service representative job in Riverside, CA
UDR, Inc. and its affiliated companies are seeking a Resident Service Specialist to join our team at a brand-new, lease-up apartment community located in Riverside, CA.
Do you thrive on crafting an amazing customer experience and providing satisfying solutions to customers? Do you want to be a "Care Hero" and it's your job to save the customer's day?
As a Resident Service Specialist, you ensure our residents are provided a seamless move-in experience and an enhanced lifestyle during their residency.
Essential Job Functions:
Move-In Coordination
Ensure each new resident has a move-in orientation conducted by appointment.
New residents are contacted within seven days of move-in to ensure they are satisfied and to report any issues.
OneSite Responsibilities
Scan all required move-in documents into OneSite.
Oversee Pending Tasks.
Customer Service Administration
Guide walk-in traffic and minimize the wait time.
Handle any walk-in resident concerns with the Resident Service Manager and/or Community Director.
Ensure that all voicemails, texts, emails and other resident and community communications are checked and responded to within established time guidelines.
Organize incoming packages systematically and distribute as needed.
Utilize CRM to effectively manage resident relations, service requests and resident communications.
Property Condition oversight
Walk through the move-in ready apartment to ensure they meet standards prior to orientation.
Walk through all amenities daily to ensure they are stocked and in good condition.
Walk problematic areas that are raised by residents on the day they are reported to ensure deficiencies are addressed. Follow-up with the service team until resolved.
Provide superior customer service to internal and external customers.
Back-Up coverage
Receive and greet visitors to the community and answer prospects, residents, and customer inquiries as well as phone calls.
Research and prepare any reports, memos, letters, resident correspondence, and other documents using word processing, spreadsheet, database, or presentation software at the direction of the Resident Services Manager or Community Director.
Complete market summary and comp reports as directed.
Comply with all Company policies and procedures related to employment.
Commit to Living the UDR Values each day in every action taken when executing the essential functions of the job.
Perform Resident Service Manager duties in the absence of the Resident Service Manager.
Perform other duties as assigned or as necessary.
Experience, Knowledge and Skills:
Multi-family and/or hospitality operations experience
Experience working in an office setting
Customer service experience
Ability to handle conflict management effectively
Strong phone etiquette and customer relationship management skills
Education:
High school or equivalent required
Associate degree in business administration or equivalent, is preferred.
Career Development and Advancement:
We offer ongoing education opportunities to encourage the skillset development of our employees and have a validated culture of enhancing the growth and advancement of their individual career goals. We believe our employees are the organization's most important asset.
Exceptional Benefits:
We offer a comprehensive benefit package, apartment rental discount, company matched 401(k), vacation and personal time (up to 10 vacation days, 6 sick days, 4 personal days, and 2 floating holidays per year) plus company observed holidays, discounts to live in our best-in-class communities, tuition reimbursement, company sponsored events, community service days, and our annual President's Club held in Las Vegas, honoring our associates for their exceptional customer service and operational excellence.
Benefits Offered:
Medical, Dental, Vision Plans
Medical Flexible Spending Account
Dependent Care Spending Account
Lifestyle Spending Account
Supplemental Term Life Insurance
Voluntary Cancer Insurance
Supplemental Short-Term Disability Insurance / AD&D Insurance
Voluntary Long Term Care Insurance
401(k) Plan with company match
Hourly Range:
$27/hr. - $30/hr., depends on experience
About UDR, Inc.
UDR, Inc., an S&P500 company, is one of the nation's largest owners and managers of residential apartment communities. Become a part of a company that is the industry leader of transformational change and operational innovation!
UDR Inc. is an Equal Employment Opportunity Employer.
UDR is proud to provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
UDR is committed to providing and maintaining a diverse workforce and an inclusive work environment with equitable access and opportunity for associates to participate, grow, and reach their full potential.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$27-30 hourly 3d ago
Customer Service Supervisor
Leadstack Inc.
Service representative job in Pasadena, CA
Accomplishes staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results; conducting training; implementing enforcing systems, policies, and procedures.
Education Requirement:
A. High School Diploma or Equivalent
Day-to-Day Responsibilities/Workload:
Position Summary:
We are seeking a dedicated and experienced Supervisor to lead a team of claims advisors with providing in-person support to customers impacted by wildfires. This role is critical in ensuring compassionate, efficient, and accurate service delivery during a high-volume claims intake period.
Key Responsibilities:
• Supervise daily operations of in-person claims advisor teams at the designated support center.
• Ensure claims advisors provide empathetic, accurate, and timely assistance to wildfire-affected customers.
• Monitor team performance, customer interactions, and adherence to claims intake protocols.
• Provide coaching, real-time support, and conflict resolution for front-line staff.
• Escalate complex or sensitive customer issues to appropriate internal teams.
• Collaborate with program leadership to ensure service levels meet KPIs.
• Maintain accurate documentation of team activities, customer feedback, and operational metrics.
• Ensure compliance with safety, privacy, and utility-specific policies.
Required Skills/Attributes:
Required Qualifications:
• High school diploma or equivalent (Associate's or Bachelor's degree preferred).
• Minimum 2 years of supervisory experience in customer service, preferably in-person or field-based.
• Strong leadership and coaching skills, especially in high-stress or crisis environments.
• Excellent interpersonal and communication skills.
• Experience working with vulnerable populations or in emergency response settings.
• Proficiency in basic digital tools (e.g., CRM systems, document handling platforms).
• Experience in utility services, insurance claims, or healthcare.
Desired Skills/Attributes:
• Bilingual (Spanish or other languages) a plus.
• Familiarity with trauma-informed customer service practices.
$36k-51k yearly est. 1d ago
Inbound Customer Service Representative - 20$/Hr
Teksystems 4.4
Service representative job in Chino, CA
* Manage a large amount of Inbound calls, in a timely matter, while delivering great customer service. * Assist scheduling customers with appointments for Airbag recalls and provide dealership information. * Handle 30-40 Inbound calls per shift and support with questions on recalls, warranties, troubleshooting malfunctioning radio codes
* Capture concerns of the customer and properly document calls to create a case.
* Provide accurate information to customers, close cases and/or dispatch to the proper department for additional assistance.
* Work fluidly with team for clear feedback and growth opportunities.
* Handled high-volume inbound settlement calls, ensuring customer satisfaction and timely resolution of issues.
* Provided detailed claim information and support to customers, maintaining a high level of accuracy and professionalism.
* Demonstrated technical proficiency in using call center software and tools to manage customer interactions and data.
* Consistently met or exceeded performance targets, including call handling time, customer satisfaction scores, and claim resolution rates
* Will use multiple screens, soft wares, and processes to assist customer.
*Must be available Monday-Friday from 6 am - 5 pm as there are various agents scheduled within this timeframe*
*Skills*
Call center, Customer service, computer navigation, outbound
*Top Skills Details*
Call center,Customer service,computer navigation,outbound
*Additional Skills & Qualifications*
Must be able to work with a team and on their own
Must be able to type 35WPM minimum
Computer skills - able to navigate multiple screens, tabs, software, etc.
Previous customer service experience
Education: College Degree preferred but equivalent work experience is sufficient Good decision making skills - must be able to work independently with little supervision. Automotive or dealer experience is a HUGE PLUS, but it is preferred not required.
*Experience Level*
Expert Level
*Job Type & Location*This is a Contract to Hire position based out of Chino, CA.
*Pay and Benefits*The pay range for this position is $20.00 - $20.50/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Chino,CA.
*Application Deadline*This position is anticipated to close on Jan 30, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$20-20.5 hourly 2d ago
Account/Refund Follow Up Representative
Insight Global
Service representative job in Baldwin Park, CA
Must Haves:
2+ years of experience with billing and/or collections on the professional side
Experience with insurance payments
Strong knowledge of reading explanation of benefits (EOBs)
High School diploma
Experience with refunds or overpayments
Plusses:
Experience using Epic EMR system for billing/collections
Day to Day:
Our client is looking for an Account Follow Up Representative to support their Refund Specialty department in Irwindale, CA. The department in undergoing a cleanup objective to clear and resolve old credit balances, which will be focusing on balances from 2023, 2024, and early 2025. In this role, this person will be working from an excel spreadsheet looking at overpayments from charge lines and research if they are valid or not. They will be confirming if payments and adjustments are posted correctly and verify the order of insurances to see if/ensure they are accurate. They will also be issuing refunds or performing offset initiations (prompting the payers to pay back the money, opposed to cutting a physical check). This practice works with all types of insurances: HMOs, PPOs, MediCare, MediCal, and Workers Comp. We're seeking a candidate with experience in professional billing and collections, including a solid understanding of explanation of benefits (EOBs) and insurance payment processes. The ideal individual will demonstrate exceptional customer service skills, maintain a positive and professional attitude, and be reliable and committed to a full 40-hour work week.
Team Dynamic/Environment:
This role is based onsite at the Rivergrade office in Irwindale, CA, where the selected candidate will work alongside two other contractors hired for the same team. While three additional team members are based remotely in Chicago, the candidate will have in-person support from their manager and supervisor, who are also located at the Irwindale office. The office houses approximately 80 staff members from various billing and collections teams, creating a collaborative and dynamic work environment.
$41k-62k yearly est. 1d ago
Client Service Officer III
United Business Bank 4.2
Service representative job in Irvine, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer III (CSO III) is an onsite position and does not have remote opportunities.
The Client Service Officer III (CSO III) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO III is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO III answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO III will also back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence. The CSO III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are 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 veteran status.
$40k-54k yearly est. 4d ago
Member Service Representative (Full-Time) - Rancho del Oro
Navy Federal Credit Union 4.7
Service representative job in Oceanside, CA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 4180 Avenida de La Plata, Oceanside, California 92056
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$34k-43k yearly est. 4d ago
CSR/Associate Broker
South Bay Search 4.0
Service representative job in Irvine, CA
Job Description
Entry-Level Associate Broker/CSR - Irvine, CA (In-Office)
No Prior Insurance Experience Needed
An established wholesale insurance brokerage is expanding its Irvine office and looking to add an Entry-Level Associate Broker to support a high-performing team. This is an excellent opportunity for someone eager to build a long-term career in the specialty insurance (E&S) space.
What You'll Do:
Support senior and inside brokers with day-to-day servicing tasks
Handle policy issuance, processing, and documentation
Learn how to build submissions and market accounts to carriers over time
Gain exposure to a wide variety of E&S accounts and client types
What We're Looking For:
No prior insurance experience required - open to motivated entry-level candidates
Backgrounds in sales, customer service, or office administration are a plus
Must be ambitious, detail-oriented, and eager to learn
Strong communicator who thrives in a collaborative, in-office environment
Compensation:
Base: Competitive Salary
Bonus potential after initial ramp-up period
Opportunity for long-term career growth within a fast-paced brokerage team
Location:
100% in-office - Irvine, CA
Ideal for someone who values team culture, energy, and hands-on learning
If you're looking to get your foot in the door of the insurance industry and grow within a dynamic, relationship-driven environment, this is an opportunity to build the foundation of a successful career.
$43k-59k yearly est. 27d ago
Customer Service Representative
Vaco By Highspring
Service representative job in Irvine, CA
Our client is seeking a dependable and customer-focused Customer ServiceRepresentative to support daily operations and deliver a high level of service to customers. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Provide professional and courteous customer support via phone and email
Respond to customer inquiries, service requests, and issues in a timely manner
Maintain accurate records and documentation related to customer interactions
Coordinate and communicate effectively with internal teams to ensure customer needs are met
Follow established policies and procedures to maintain service quality and consistency
Track open items and ensure timely follow-up and resolution
Assist with administrative tasks as needed to support daily operations
Qualifications
Positive, professional, and customer-focused attitude
Strong interpersonal and communication skills (verbal and written)
Ability to multitask and manage changing priorities
Ability to remain calm and effective in a fast-paced or high-pressure environment
Strong organizational skills and attention to detail
Reliable follow-through and time management skills
Proficiency in Microsoft Word, Excel, and Outlook
Preferred Skills
Prior customer service or administrative experience
Experience working in a team-oriented environment
Ability to quickly learn new systems and processes
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$32k-41k yearly est. 3d ago
Customer Service Representative
Teksystems 4.4
Service representative job in Santa Fe Springs, CA
Performs quotation processing over the phone, email and fax. Enter orders into the system and confirm orders to customer via email/fax. Process shipping instructions and packing lists to warehouse. Filing orders and checking customer's open orders. Perform Physical Inventory when necessary.
Back up billing role for the office and other branches when necessary.
Support outside sales inquiry needs. (Stock and price check, open orders)
Process quotation for outside sales.
Process internal transfers
*Skills*
Customer service, Customer support, Call center, Technical support, microsoft office
*Top Skills Details*
Customer service, Customer support, Call center
*Additional Skills & Qualifications*
1-2 years of experience
*Experience Level*
Entry Level
*Job Type & Location*This is a Contract to Hire position based out of Santa Fe Springs, CA.
*Pay and Benefits*The pay range for this position is $21.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Santa Fe Springs,CA.
*Application Deadline*This position is anticipated to close on Jan 21, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$21-23 hourly 2d ago
Client Service Officer I/Floater
United Business Bank 4.2
Service representative job in Buena Park, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer I/Floater (CSO I/Floater) is an onsite position and does not have remote opportunities.
The Client Service Officer I/Floater (CSO I/Floater) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits, and assisting clients with bookkeeping and account problems. The CSO I/Floater is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO I/Floater answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO I/Floater will travel to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence. The CSO I/Floater will also back up the Assistant Client Service Manager, the Client Service Manager or the Branch Manager and cover the branch and personnel in their absence. The CSO I/Floater performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Ability to operate related computer hardware and other business equipment including Teller Cash Recycler (TCR), adding machine, calculator, copy machine, and telephone.
Location: Onsite, no remote
We are 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 veteran status.
How much does a service representative earn in Riverside, CA?
The average service representative in Riverside, CA earns between $26,000 and $50,000 annually. This compares to the national average service representative range of $24,000 to $45,000.
Average service representative salary in Riverside, CA
$36,000
What are the biggest employers of Service Representatives in Riverside, CA?
The biggest employers of Service Representatives in Riverside, CA are: