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Service Representative Jobs in Anaheim, CA

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  • Senior Seamer Service Representative

    Crown Cork & Seal USA, Inc.

    Service Representative Job 15 miles from Anaheim

    Global Fortune 500 packaging manufacturer has an immediate opening for a Seamer Service Technician in the North American Beverage Division. This individual is a key member of the Technical Services Team who supports various customer-filling operations. Position accountabilities include the following: Act as the key interface between the Company and the customer in trouble-shooting problems associated with the Company's final product and the customer's filling processes. Support the customer in areas such as equipment audits, rework of the final filled products, overhauls and equipment conversion. Interact with other members of the Company's Sales Team to develop strategies, resolve problems and implement solutions to support the customer. Provide double-seaming training for customers. Requirements for this position would include the following: High school diploma or equivalent required. Associate degrees or technical school certificate in a mechanical related discipline a plus Working knowledge of Beverage Can Seamers (specifically Angelus, Pneumatic Scale and Continental) Working knowledge of Beverage Fillers Equipment (Crown, H&K, Cemco, etc.). Proven mechanical skills including the ability to use gauges, dial calipers, micrometers and other related instruments. Strong PC skills including a working knowledge of Microsoft Office (Word, Excel, Access, Outlook and Power Point) Effective communication skills, both verbal and written as well as proven presentation skills. Ability to clearly and effectively interact with customers on a variety of levels. Ability to identify a final packaged product that is not working or defective, troubleshoot the potential causes, and incorporate a solution for effectively resolving the problem. Ability to work overtime during the week and week-ends based on customer needs. Ability to travel (car and/or plane) up to 70% of the time. This will include some international travel to Canada
    $45k-70k yearly est. 5h ago
  • Licensed Insurance Customer Service

    Kyle Cline-State Farm Agency

    Service Representative Job 21 miles from Anaheim

    Salary: $54000.0 - $75000.0/year Experience: 1 Year(s) Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. Insurance experience is preferred; we will train the right person with the right skill set. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. This is an in-office position. Please only apply if you can make the commute to our agency located at: 1275 E Route 66, Glendora, CA 91740. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Use a customer-focused, needs-based review process to educate customers about insurance options Maintain a strong work ethic with a total commitment to success each and every day As an Agent Team Member, you will receive... Hourly wage plus competitive commission structure Paid time off (after 90-day probation period) Retirement plan Valuable experience Growth potential/Opportunity for advancement within my office Requirements: Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent State of California Property & Casualty license State of California Life and Health license Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. PIfa75681ff4f2-26***********1
    $54k-75k yearly Easy Apply 1d ago
  • Licensed Insurance Customer Service Bilingual

    Armando Montejano-State Farm Agency

    Service Representative Job 19 miles from Anaheim

    Salary: $45000.0 - $55000.0/year Experience: 1 Year(s) Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Bilingual (Spanish/English) Insurance Customer Service Representative. Must have an active Property and Casually license. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Base Salary plus Commissions Paid Time Off (vacation and personal/sick days) SIMPLE IRA Valuable experience Growth potential/Opportunity for advancement within my office Requirements Bilingual - Spanish (required) Property & Casualty license (required) Life & Health license a plus! Prior insurance experience in sales or service (required) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. PI0b0be88293b9-26***********8
    $45k-55k yearly Easy Apply 1d ago
  • Customer Success Associate

    Team.XYZ LLC

    Service Representative Job 33 miles from Anaheim

    XYZ is more than just a place to work. It's an organization that values creativity, innovative thinking and diversity. We offer a great opportunity to work alongside highly intelligent and motivated people in a dynamic environment. XYZ is proud to be an Equal Opportunity Employer, M/F/D/V. JOB SCOPE: The Customer Success Associate will provide day-to-day administrative support to XYZ RENT's Property Management team. The Customer Success Associate in property management is responsible for actively managing relationships with tenants and building owners, ensuring their satisfaction with the property management services by proactively addressing concerns, providing timely support, and monitoring key performance indicators to maintain high retention rates and positive tenant experiences throughout their lease term. MAJOR JOB DUTIES: To perform this job successfully, an individual must be able to perform each major duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. · Analyze key metrics like tenant satisfaction, renewal rates, and vacancy rates. · Identify areas for improvement and report findings to management. · Work closely with the leasing, maintenance, and accounting teams to ensure seamless service delivery to tenants. · Email marketing · Update XYZ.RENT website, photos and blog QUALIFICATIONS: MINIMUM EDUCATION: BA in Business Administration, Real Estate, or other related field and/or one (1) year of property management experience. MINIMUM EXPERIENCE AND SKILLS: • Excellent customer service skills • Strong attention to detail • Self-starter with a can-do attitude • Excellent communication and interpersonal skills to build rapport with clients • Strong customer service orientation with a focus on problem-solving and conflict resolution • Ability to prioritize tasks and manage multiple client relationships effectively • Familiarity with property management software and systems for tracking tenant data and service requests • Detail-oriented with a strong work ethic and ability to meet deadlines • Knowledge of local real estate laws and regulations related to tenant management • Proficient in Microsoft Office Suite • Working knowledge of AppFolio management software preferred • Knowledge of City of Santa Monica rent control rules and regulations preferred • Must have and maintain a valid California driver's license and auto insurance at all times and have the availability of an insured vehicle to travel within the organization's service area Travel Requirements: • Travel between local rental properties, as needed The pay range for this role is: 67,000 - 67,000 USD per year(Santa Monica Office) PI31caeaa507e9-26***********8
    $37k-60k yearly est. 1d ago
  • Executive - Customer Service and Documentation

    House of Shipping

    Service Representative Job 29 miles from Anaheim

    We are hiring on behalf of our client, a leading global container liner company, for the position of Executive - Customer Service and Documentation based in Los Angeles, USA Role: Executive - Customer Service and Documentation Department: Customer Service Grade: C Reporting to: Assistant Manager - Customer Service and Documentation Direct reports: None Location- Los Angeles, USA Job purpose: The primary role of the Import Customer Service Executive is to effectively handle the front facing end to end activities of the Import cycle and all the relevant interactions/ correspondence with Customers/ internal Stakeholders relating to Booking Release, SI updating, Invoicing, BL release, Loading Delivery status etc. This role reports into the Asst Manager CS/ Documentation. Main tasks and responsibilities: Customer Relations Core responsibility is to ensure all Import activities from Booking to Documentation are timely and effectively managed with the Customers through Phone/ Email/ at Doc Counter. Act as a primary point of contact for customers having import-related queries. Take full responsibility and ownership of customer shipments and issues. Deliver consistent, high quality Customer Service activities. Engage in constructive problem solving and provide optimal solutions. Maintain thorough knowledge of services as well as legislation and maritime regulations. Correctly capture, update and release Customer bookings / SI info in the systems and meet the stipulated delivery SLAs for timely release. Enhance improved customer experience by offering accurate, pleasant and prompt Import cycle-related updates on Bookings/ Import BL/ Invoice. Accurate invoicing capturing correct GST requirements and application of any relevant local charges such as VIA/ Shutout/ Import Detention tariffs within the system - automated/ manual, as applicable. Handling exception requests, managing delays by timely co-ordination with internal/ external Stakeholders like Sales/ Finance/ Ops/ Surveyor teams/ destination Offices. Attending face to face/ virtual meetings (where necessary) with Customers to address any issues/ queries raised and to educate Customers on company's process. Timely follow-up on all Import Delinquent boxes Maintaining a clean database of all Customer contacts (emails, telephone numbers, profiles, contact persons and office locations). Relay Vessel Schedules to Customers on a weekly basis or as per timelines conveyed by Management. Following prescribed KYC checks and maintaining relevant data / records, as stipulated. Follow up with other Departments, especially Sales to ensure end to end one-stop resolution on Customer queries. Adoption of new process/ tools/ roll outs and contribution/ feedback towards systems improvements to enhance efficiency and productivity. Strict adherence and compliance with processes & policies and local Regulatory requirements and deadlines. Make company easy to do business with, through: o Timely Delivery of Documents (Booking/ Invoice/ Bill of Lading). o Professional and timely relay of info via Phone/ Email exchange. o Exception Management. o Ensuring data integrity of systems. Responsible for entire booking process and further follow-up of the shipment according to customer status. Manage any short landed, shortshipped, ROB, COD cargoes. Manage customer's expectations when there are shipment delays status. Handle on re-import of import container request. Sending out timely and professional customer advisories on change of vessel, vessel delays etc. Onboarding customers. Support the ad hoc tasks assigned by management. Dispute coordination, follow up on and closure Timely action and escalation of complaints, potential issues related to late gate-in, trans-shipment delays, invoicing errors to concerned Stakeholders. Constant and urgent follow up with concerned internal/ external Parties to ensure timely and accurate info relayed back to Customer. Coordinates internally and in close collaboration with stakeholders across the entire SL group to resolve issues. Documentation desk Manages documentation process of Shipping Instruction, Bill of Lading including memo BL, amendments, telex release, switch BL, manifest etc. Produces accurate and timely data transmission to customs (ENS, AMS etc.) to avoid shut out and penalties. Issuance of relevant certificates (vessel/ free time/ IMO cert and etc.) upon compliance. Invoicing. Manage customer complaints in accordance with documentation matters and ensure service failures are properly investigated and introduce remedies. Maintains thorough knowledge of services, as well as legislation and maritime rules & regulations. Detailed verification of documentation to ensure compliance with internal & statutory bodies' requirements. Internal coordination on change inquiries and issue resolution. Support the ad hoc tasks assigned by management. Key interactions (Internal | External): External: Customers | Surveyors | Empty Depot. Internal: Management | Operations | Sales | Finance Management | Agency Offices. Education requirements: Bachelor's Degree or qualified professional. Language requirements: English - Fluent (required) Background and experience: Minimum 3 years' experience as customer service in the Container Shipping industry. Import Shipping Processes and Documentation working knowledge is a must. MS Office Applications especially Excel. Basic knowledge of geography and port operations. Competencies and skills: Excellent communication, written and verbal. Pleasant, patient listening skills. Team Player, strong interpersonal skills. Customer Service Orientated. Attention to detail, error free working. Work well under pressure in a fast-paced and professional environment. Flexible, willing approach to adjust to new Systems/ Processes, when applicable. Ability to draw conclusions and make recommendations based upon data analysis. Ability to multi-task and deal with and manage multiple stakeholders. Willingness to provide support and coaching for team members and share knowledge.
    $43k-80k yearly est. 21d ago
  • Call Center Representative

    Insight Global

    Service Representative Job In Anaheim, CA

    Required Skills and Experience * -1-2 years of experience working in customer service/call center -High School diploma or GED -Good communication and personality -Adaptable and eager to learn, willing to work in a fast paced call-center -Excellent communication and reliable -Ability to type at least 36 WPM Nice to Have Skills and Experience Job Description * Insight Global is currently seeking Bilingual Customer Service Representatives to join a large healthcare provider in Anaheim, CA. In this role, you'll operate within a dynamic call center environment, fielding inbound calls from members. Your responsibilities will encompass addressing enrollment inquiries, facilitating appointment bookings, and efficiently handling customer complaints. This position is onsite 5 days a week. $23/hour
    $23 hourly 5d ago
  • Employee Benefits Service Center Representative - Hybrid - Irvine, CA

    Insurance Relief

    Service Representative Job 15 miles from Anaheim

    Join a top insurance brokerage in Orange County as a Benefits Representative in their service center department. The role offers a flexible work schedule and a supportive team in a positive work environment. This exciting opportunity will allow you to expand your employee benefits knowledge and grow your career. Apply today! Responsibilities: Assist clients with enrollment and give accurate information regarding benefits Handling inbound calls from clients, assisting with benefit plans, process enrollments, etc Help coordinate annual open enrollment meetings Utilize agency management software to document all activity What we need from you: 2+ years of experience in a brokerage/insurance setting Proficient with Zoom and MS Office Active CA Life & Health Insurance License or are willing to obtain one upon hire Strong knowledge of employee benefits Bilingual in Spanish What's in it for you? $58,000-$62,000 DOE 37 ½ hour work week Summer Fridays Full suite of benefits including medical, dental, & vision insurance Fun company events and community involvement Why Work with Insurance Relief? We invest the time to truly understand what you want to accomplish and do our best to find meaningful opportunities. Give us a call to hear about all of the other opportunities we have available.
    $58k-62k yearly 9d ago
  • Front Desk & Customer Service

    Stevanato Group

    Service Representative Job 24 miles from Anaheim

    We are seeking a dedicated and personable Front Desk Agent to join our team. The ideal candidate will serve as the first point of contact for our clients, providing exceptional customer service and administrative support. This role requires strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently in a fast-paced environment. Dutie sGreet and welcome guests in a friendly and professional manner .Manage front desk operations, including answering phone calls, responding to inquiries, and directing visitors appropriately .Schedule appointments and maintain an organized calendar for staff members .Perform administrative tasks such as filing, data entry, and maintaining records .Maintain office security by following safety procedures and controlling access via the reception desk (monitor logbook, issue visitor badges) .Previous experience in a front desk or customer service role is preferred .Strong organizational skills with the ability to prioritize tasks effectively .Proficiency in Microsoft suite .Excellent verbal and written communication skills with attention to detail .Ability to work independently as well as part of a team .A positive attitude and a commitment to providing outstanding customer service .
    $36k-54k yearly est. 26d ago
  • Benefit Service Center Rep

    Ultimate Staffing 3.6company rating

    Service Representative Job 15 miles from Anaheim

    Ultimate Staffing is actively seeking an experienced Benefit Service Center Representative to join their client's exceptional team. This role is a fantastic opportunity for someone who is passionate about providing top-notch customer service and enjoys working in a fast-paced environment. Responsibilities: Assist clients with benefit-related inquiries, ensuring accurate and timely responses. Maintain a comprehensive understanding of benefit programs to effectively communicate details to clients. Process benefit enrollments, changes, and terminations with accuracy and efficiency. Collaborate with team members to resolve complex benefit issues. Update and maintain client records in the system, ensuring data integrity. Provide feedback and suggestions to improve service delivery and client satisfaction. Requirements: Previous experience in a customer service or benefits administration role is preferred. Strong communication and interpersonal skills. Ability to handle multiple tasks and prioritize effectively. Proficiency in Microsoft Office Suite, particularly Word and Excel. Detail-oriented with a focus on accuracy and data integrity. Work Hours: 8:00 AM - 5:00 PM, Monday - Friday Benefits: Competitive salary ranging from $28 to $32 per hour. Comprehensive benefits package including health, dental, and vision insurance. Opportunities for professional development and career advancement. Supportive and collaborative work environment. Additional Details: The Benefit Service Center Representative will play a key role in ensuring client satisfaction by providing excellent service and support in benefit-related matters. This position requires a proactive individual who is committed to delivering high-quality results. 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.
    $28-32 hourly 9d ago
  • Customer Service Representative II

    Induce Biologics USA Inc.

    Service Representative Job 15 miles from Anaheim

    Join a Groundbreaking Partnership in Regenerative Medicine! Induce Biologics USA Inc. is proud to be the appointed representative for Red Rock Regeneration Inc. in the United States, overseeing the manufacture, marketing, and distribution of their innovative regenerative medicine products. This collaboration places us at the forefront of delivering cutting-edge solutions to patients within the U.S. healthcare market. By joining Induce Biologics USA Inc., you'll be part of a mission-driven team working with revolutionary technology that's reshaping the future of bone regeneration-and making a real difference in patients' lives. Responsibilities Provide outstanding customer support by processing and responding to customer and sales team needs. Process orders & inquiries received via phone, fax, email, and eCommerce platform. Maintain customer account information, ensuring maintenance of all related paperwork. Assist customers with onboarding, including navigating the website, placing orders, and resolving issues related to ordering. Gather customer feedback and share insights with the team to improve processes and enhance the overall customer experience. Handle customer complaints and inquiries in a timely manner. Collaborate with customers and QA to provide information requested by QA to facilitate investigation and closure of product complaints. Advise customer on product availability and inventory status; assist with ordering problems involving delivery, pricing and billing. Promote our products through effective support and ongoing relationships with all customers, internal and external. Qualifications High School Diploma or equivalent Minimum of two (2) years' experience in customer service, preferably in a similar industry. Preferred Qualifications Associate degree or Higher degree preferred. Preferred experience with a small company and/or start-up environment in the medical device, biologics, or pharma/biotech industry. Experience with ERP and CRM programs Skills, Knowledge, and Abilities Strong customer service focus and customer relations skills. Must be able to work in a collaborative team environment as well as independently. Proficient in MS Office (Outlook, Word, Excel, PowerPoint, Teams) Flexibility and strong organizational skills with the ability to prioritize multiple tasks and meet daily order deadlines Must have excellent communication and interpersonal relationship skills. Available to work Monday-Friday. Must be able to work holidays and overtime as needed. Must be local and able to work on-site in Irvine, CA. For California, the base pay range for this position is $25.00 to $27.00 / hour. The pay for the successful candidate will depend on various factors (e.g., qualifications, skills, education, prior experience). Equal Employment Opportunity Statement Induce Biologics is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Third-Party Recruiters Please note that Induce Biologics does not accept unsolicited resumes or inquiries from third-party recruiters or staffing agencies. Any resumes submitted to our team without a prior agreement will be considered the property of Induce Biologics, and we will not be obligated to pay any fees related to unsolicited submissions.
    $25-27 hourly 36d ago
  • Customer Service Representative (Construction Fence Distribution) - Fontana, CA

    Builders Fence Company, Inc. 3.7company rating

    Service Representative Job 34 miles from Anaheim

    Ready to build your career with a stable industry leader? Join our Fontana, CA, branch as a Customer Service Representative and become part of a high-performing, team-oriented group at a 66-year-old, privately held fencing distribution company with an excellent reputation on the West Coast. We offer a competitive salary ($50,000-$60,000/year), a full benefits package, and a clear path to promotion into an Inside Sales Representative role for high performers. What You'll Do: Be the friendly, knowledgeable first point of contact for customers via phone, email, and in person. Assist customers with product inquiries, provide quotes, and process orders accurately for our construction fencing materials. Coordinate with our inside sales and operations teams to ensure smooth order fulfillment and customer satisfaction. Resolve customer questions or issues with a positive, solutions-focused approach, ensuring every customer feels valued. Support the inside sales team and actively learn our product line - preparing you to step into an Inside Sales role as you excel. What We Offer: Competitive Pay: $50,000-$60,000 per year (based on experience). Career Advancement: Clear path to promotion into an Inside Sales Representative role for high performers. We love to promote from within. Full Benefits Package: 401(k) with company match; Medical, Dental, Vision & Life Insurance; Voluntary Life and Disability coverage; Employee Assistance Program (EAP); and generous Paid Time Off (PTO). Team Culture: A high-performing, supportive, and team-oriented work environment. Our Fontana branch is proud of its teamwork, reliability, and exceptional customer service. Stable, Family-Owned Company: Join a 66-year-old family-owned company that values every team member. We have an outstanding reputation for excellence on the West Coast and a strong culture built on integrity and respect. What We're Looking For: Customer-Focused: You genuinely enjoy helping customers and will go the extra mile to ensure a great experience. Reliable & Positive: You are dependable, punctual, and bring a can-do attitude every day. You handle challenges with grace and are always willing to pitch in to help the team - no task is too small. Strong Communicator: You have excellent communication and interpersonal skills. Bilingual (English/Spanish) is strongly preferred to serve our diverse customer base. Eager to Learn: You take initiative and are excited to learn our products and processes. (Prior customer service experience and basic computer skills are a plus.) About Us: For 66 years, our family-owned fencing distribution company has been a trusted name on the West Coast. We take pride in our close-knit team, high-quality products, and exceptional customer service. When you join us, you become part of a family that works together to deliver the best for our customers and each other. Ready to join a team that values your dedication and helps you grow? If you're a reliable, customer-focused professional seeking a long-term career opportunity, we'd love to hear from you. Apply today and take the next step in your career!
    $50k-60k yearly 37d ago
  • Customer Service Representative

    Vaco By Highspring

    Service Representative Job 15 miles from Anaheim

    We are seeking a detail-oriented and customer-focused Customer Service Representative to join our client's team. In this role, you will be responsible for processing customer orders, preparing shipping labels, answering phone calls, and communicating with vendors to ensure smooth operations. The ideal candidate will have strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment. Key Responsibilities: Process customer orders accurately and efficiently Prepare and print shipping labels Answer and direct phone calls, providing excellent customer service Communicate with vendors to resolve any order or shipping issues Manage and update customer information in the system Handle customer inquiries and complaints professionally and promptly Collaborate with internal teams to ensure timely order fulfillment Qualifications: Previous experience in customer service, order processing, or a related role preferred Strong communication and problem-solving skills Proficient in Microsoft Office (Excel, Word, Outlook) Ability to work in a fast-paced environment and manage multiple tasks Detail-oriented with strong organizational skills
    $32k-41k yearly est. 9d ago
  • Client Service Specialist

    Monograph Wealth

    Service Representative Job 26 miles from Anaheim

    General Description Monograph is searching for a Client Service Specialist to join our boutique wealth management firm headquartered in Manhattan Beach. We advise ultra-high net worth families as their trusted advocates in a non-Wall Street, collaborative, and high-paced atmosphere. This is an excellent opportunity for an experienced client service, administrative, financial planning, and/or financial operations professional to add value to a fast-growing firm. Strong candidates should be organized, detail oriented, self-motivating, problem solvers who enjoy interacting with clients and possess exceptional technical skills. Skills and Experience Required: Financial literacy regarding various types of investment accounts (IRAs, Trusts, 401(k)s, Donor Advised Funds etc.), securities (stocks, bonds, mutual funds, CDs, etc.), and client account administration (RMDs, ACATs, cashiering/wires, journals, account opening, grant request fulfillment, etc.). Advanced use of Microsoft Office suite including Excel, Word, Outlook, PowerPoint, advanced typing skills (60+ wpm), and comfort with computer applications and systems. 4-year undergraduate degree and at least 3 years of relevant work experience for a financial services firm. Preferred: Strong working knowledge of custodial platforms (e.g., Fidelity Wealth Central, Schwab Institutional), CRM platforms (e.g., Salesforce), data aggregation & portfolio reporting platforms (e.g., Addepar, Black Diamond, Envestnet/Tamarac, Orion), financial planning platforms, and eSignature platforms (e.g., Docusign). Experience with securities trade processing. Interest in advanced education as a financial professional, e.g., CFP designation. Duties Include New Client Onboarding Process: Receive new client introductions from Advisors and work with new clients to open custodial accounts (primarily Fidelity and Schwab, but Monograph works with many other custodians for accounts such as 529 plans and specialized trust companies), transfer accounts, prep advisory agreements, facilitate billing information, shepherd and reconcile transfers of any accounts, initiate any specific requests and/or mandatory items such as RMDs, automatic income distributions, etc., set up permanent folder systems, and enter client data in CRM along with scheduled follow-up items, and generally maintain client onboarding checklists. Current Client Administrative and Cashiering Services: Field calls/email requests from clients for wires, deposits (confirming Advisors are notified), develop strong rapport with key clients and family office administrators (for those clients that have family offices not run by our firm) to understand the ongoing administrative service needs associated with the family or business and proactively handle client items. These often include annual RMDs, 1099 and cost basis requests, statement copies, tracking periodic scheduled items such as Investment Policy "check-ups," annual review invites, maintaining appropriate client files for compliance books and records purposes, etc. Portfolio Reporting and Analysis: Execute quarterly performance reporting process which includes reconciling client AUM in reporting platform vs custodial statement/online quarter-end balances, data entry of alternative and manually tracked assets, coordination with portfolio reporting service firm to confirm all client reports are generated and accurate (names, accounts, holdings, values, assets categorized properly, collating large-family office reports, etc.), separation of reports by Advisor and notification to Advisor for review/approval of reports, final packaging and mailing/emailing/uploading of reports, generation of intra-quarter performance reports for quarterly updates and client meetings. Provide performance related commentary for refinement and use with clients. Financial Planning & Wealth Management Applications: Analyze information obtained from clients to assist with determination of strategies for meeting clients' financial objectives. Assist with project-related and recurring wealth management applications. Assist with asset allocation and portfolio management decisions. Salary and Benefits Monograph considers the entire compensation offering when recognizing team member contributions, which includes a base salary and discretionary bonus. The current base salary range is $90,000 - $140,000 and is determined by numerous factors including team member responsibilities, experience, education, and certifications. The discretionary bonus is currently paid quarterly and determined by numerous factors including team member performance, firm performance, and market factors. Additional benefits include health care benefits, paid time off, and 401(k) plan with employer match. Monograph also encourages and supports continuing education efforts (e.g., notary, CFP , CFA , educational courses). This position is open immediately and until filled. Interested applicants should provide their resumes with a cover letter via LinkedIn or to ********************. No phone calls please. Monograph Wealth Advisors is an Equal Opportunity Employer, recruiting and hiring qualified candidates without regard to actual or perceived age, race, color, national origin, religion, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
    $35k-54k yearly est. 39d ago
  • Bilingual Japanese/English Client Service Rep. (Finance/Banking) (CA/YM)

    Activ8 Recruitment & Solutions

    Service Representative Job 29 miles from Anaheim

    A finance/banking company is looking for a Bilingual Japanese/English Client Services Representative to join their team in Los Angeles, CA. This position is responsible for addressing customer inquiries on cash management products or related banking services (by email or phone). AA or higher degree, 2+ years of Customer Service work experience in Corporate Companies or finance/banking, and the ability to read, write, and speak Japanese is required. This is a Hybrid, full-time, non-exempt position, and excellent benefits including 401k. Bilingual Japanese/English Client Services Representative Duties: -Log customer data and inquiry information into proprietary system. -Work with our partner bank to provide set up service support and troubleshooting issues. -Manage customer entries into our billing database for the purpose of generating invoices. -Collaborate with their back-office operations, Deposit & Clearing, and Investigations departments for wire transfer issues and inquiries. -Work together and problem solve along with the product team to assist in resolving issues. -Develop good knowledge of bank cash management products to provide assistance, support and customer service to sales team and corporate banking relationship managers. -Develop strong knowledge of internal policies and procedures in order to effectively execute processes. -Keep close communication with the Senior Client Service Representatives on daily tasks and progress. Bilingual Japanese/English Client Services Representative Skills: -Must have 2+ years of Customer Service work in Corporate companies or banking/financial services experience -Must have AA or higher degree -Must be able to speak, read, and write Japanese -Ability to use time efficiently and effectively and remain customer service oriented while handling large volumes of customer inquiries. -Builds constructive and effective relationships with internal and external parties, using diplomacy, respect, and tact. ****If interested, please apply with your most updated resume including your minimum salary requirement and why you left/or are looking to leave your current company. **** ----------------------------------------------------------------------------------------------- Activ8 West- Los Angeles (Japanese Recruiting Company) Recruitment & Solutions / Renaissance Resources Inc., has been one of the leading recruiting firms in North America when it comes to working with Japanese Businesses for almost 25 years. We have offices in Los Angeles, Chicago, Atlanta, Texas, New Jersey and Canada. Our services are based on the needs of our clients, and we connect them with qualified candidates in the Automotive, Electronics, Food & Beverage, Logistics, Manufacturing, and Oil & Gas industries. With the recent expansion to California and the NYC/NJ area, our coastal offices have started working with clients in the Banking, Finance, and Entertainment Industries. We like to take the approach of working one on one with each of you to ensure that we have the best understanding of your background and what it is you are looking for in a career.
    $31k-43k yearly est. 22d ago
  • Customer Service Representative

    24 Seven Talent 4.5company rating

    Service Representative Job 5 miles from Anaheim

    Our client is looking to hire a Customer Service Representative position supporting brands customers by providing professional and responsive assistance via phone, email, and chat. You'll support both internal teams and external customers, process orders and returns and contribute to operational improvements and customer satisfaction. Location: Onsite in Placentia, CA Schedule: Monday - Friday, 7:00 AM - 3:30 PM Language Requirement: Bilingual (Spanish) required Key Responsibilities: Customer Support & Order Management Answer inbound calls, emails, and live chats in a professional and customer-friendly manner Process orders, returns, sales samples, and quality/service claims Create shipping labels and assist with order entry in CRM and ERP systems Account Support Partner with Customer Account Managers to support key accounts and backup Latin America operations Assist with quotes, renewals, and account updates Identify trends in customer transactions and recommend improvements Collaboration & Communication Attend team meetings and contribute to internal documentation Provide feedback for process optimization and customer experience Work cross-functionally with internal departments to resolve issues Performance Goals: Accurately process daily domestic orders, claims, and samples Maintain minimal data entry errors (as defined by the Customer Service Manager) Manage an average of 25 inbound calls per day Keep open claim reports up to date and assist in generating return authorizations Qualifications: Minimum 2 years of customer service experience environment Bilingual in Spanish is a MUST! Strong written and verbal communication skills SAP/ ERP system experience a plus! Hub Spot/CRM experience a plus!
    $32k-40k yearly est. 3d ago
  • Customer Service Representative

    Hill Country CNC MacHining, LLC

    Service Representative Job 29 miles from Anaheim

    The Customer Service Representative is responsible for providing exceptional customer support, handling inquiries, resolving complaints, processing orders, and ensuring a positive customer experience. They serve as the primary point of contact for customers and play a crucial role in maintaining brand loyalty and trust. Key Responsibilities: Customer Interaction: Respond to customer inquiries via phone, email, live chat, or in person. Provide product/service information and explain company policies. Address customer complaints, concerns, or requests in a professional manner. Problem Solving: Resolve customer issues by investigating complaints, troubleshooting, and offering solutions. Escalate complex issues to the appropriate department or supervisor. Order Management: Process customer orders, returns, exchanges, and refunds accurately. Assist customers with product selection, delivery inquiries, and billing issues. Documentation and Record Keeping: Maintain detailed records of customer interactions, transactions, and feedback in the system. Ensure all customer queries are documented and followed up on within a timely manner. Customer Satisfaction: Strive to meet or exceed performance goals, including customer satisfaction and response time targets. Provide personalized service to create a positive experience for each customer. Team Collaboration: Collaborate with other departments (sales, technical support, etc.) to ensure smooth service delivery. Provide feedback to management on recurring issues or areas for improvement. Skills and Qualifications: Excellent communication skills (both written and verbal). Strong problem-solving abilities. Patience and empathy when dealing with difficult customers. Good organizational and multitasking skills. Proficiency in using customer service software, CRM tools, and Microsoft Office Suite. Ability to work under pressure in a fast-paced environment. High school diploma or equivalent (some positions may require a bachelor's degree). Previous customer service experience is often preferred but not always required. Work Environment: Customer Service Representatives can work in-office, remotely, or in hybrid roles, depending on the company's policies. Hours may vary, with some roles requiring evening, weekend, or holiday shifts.
    $32k-41k yearly est. 4d ago
  • Customer Service Representative

    Babygold

    Service Representative Job 29 miles from Anaheim

    BABYGOLD is a jewelry brand based in Los Angeles, California, known for creating personalized and high-quality fine jewelry pieces. They offer 14K gold jewelry, diamonds, and exceptional quality without traditional markups. Each piece comes with free shipping and a lifetime guarantee, catering to the everyday woman and her tribe. Role Description This is a Fulltime position for a Customer Service Representative at BABYGOLD. The Customer Service Representative will be responsible for handling customer inquiries, providing support, ensuring customer satisfaction, and enhancing the overall customer experience. This role is based in our offices in Downtown Los Angeles, CA Qualifications Customer Service Representatives and Customer Support skills Customer Satisfaction and Customer Experience skills Previous experience in a customer-facing role Communication Via Chat Phone and Email Excellent communication and interpersonal skills Ability to handle customer inquiries and resolve issues efficiently Experience in the jewelry or fashion industry is a plus High school diploma or equivalent required
    $32k-41k yearly est. 36d ago
  • Certified Fingerprint Roller - Mailroom & CSR

    Postscan Mail

    Service Representative Job 33 miles from Anaheim

    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: 3101 Ocean Park Blvd., Santa Monica CA 90405 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 Benefits: 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Vision insurance Schedule: Monday - Friday Pay: $17.50 - $19.00 per hour Expected hours: 40 per week, Full Time Work Location: In person REQUIRED
    $17.5-19 hourly 5d ago
  • Wholesale Customer Service Representative

    Karen Kane 3.6company rating

    Service Representative Job 29 miles from Anaheim

    As a Wholesale Women's Apparel Customer Service Representative, you will be the primary point of contact for our retail clients, providing outstanding support and assisting with order inquiries, product information, and more. The ideal candidate will have excellent communication skills, a positive attitude, and a passion for helping customers succeed. Key Responsibilities: Process and manage customer orders, ensuring accuracy and timely fulfillment. Manage return approvals and processing. Manage major department store orders; shave inventory, edit & revise orders as needed. Assist clients with product inquiries, including availability, sizing, and style details. Troubleshoot and resolve customer complaints or concerns, aiming for quick and effective solutions. Provide product recommendations and advice based on customer needs and trends. Coordinate with warehouse and shipping teams to ensure on-time delivery and handle shipping-related issues. Maintain accurate records of customer interactions, orders, and feedback in our CRM system. Follow up with customers to ensure satisfaction and encourage repeat business. Collaborate with the sales team to identify and capitalize on upselling or cross-selling opportunities. Stay up-to-date on our product offerings, industry trends, and competitors to best assist customers. Qualifications: Previous experience in customer service, preferably in the wholesale or retail apparel industry. Strong verbal and written communication skills, with a professional and friendly demeanor. Excellent problem-solving abilities and attention to detail. Ability to multi-task and manage multiple customer accounts simultaneously. Proficiency with Microsoft Office Suite and CRM software (experience with [CRM name, e.g., Salesforce, HubSpot] is a plus). Ability to thrive in a fast-paced environment while maintaining a positive attitude. Knowledge of fashion trends and apparel-related terminology is a plus. High school diploma or equivalent; college degree preferred.
    $28k-35k yearly est. 10d ago
  • Benefits Account Representative

    Newman Group Search 3.8company rating

    Service Representative Job 29 miles from Anaheim

    Employee Benefits Account Representative Benefits Account Representative Account Representative Insurance Employee Benefits We are working with a client who is seeking a Benefits Account Representative, Hybrid Schedule, to join their growing team. This role presents an exciting opportunity to work with a variety of benefits plans. Experience with Small Group Business and some exposure to Large Group would be helpful. Bilingual would be beneficial but not required. Some key responsibilities with this role: Process and follow-up on client enrollment, changes and terminations Review quotes with agents, Meet and communicate with Agents as needed Obtain renewals from carriers, Obtain client new hire quotes Prepare open enrollment and new hire packets for clients, submit initial enrollment Develop and maintain strong relationships with clients, assist with claim issues Prepare proposal for benefit cost analysis for clients Provide strategic insurance solutions to mitigate risks and protect their employees If you are passionate about your career and thrive in a client-focused environment, this could be a great next professional career step. Newman Group Search is a member of the National Insurance Recruiter Association network and specializes in Commercial Risk & Insurance.
    $41k-54k yearly est. 2d ago

Learn More About Service Representative Jobs

How much does a Service Representative earn in Anaheim, CA?

The average service representative in Anaheim, 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 Anaheim, CA

$36,000

What are the biggest employers of Service Representatives in Anaheim, CA?

The biggest employers of Service Representatives in Anaheim, CA are:
  1. VCA Animal Hospitals
  2. Schools
  3. Citizens Business Bank
  4. Banfield Pet Hospital
  5. SchoolsFirst Federal Credit Union
  6. Kleinfelder
  7. Knox Services
  8. Bank of America
  9. Global Elite Group
  10. Cintas
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