Customer Service Representative Jobs in Home Gardens, CA

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!

· Handle all customer service emails, phone calls, text and chat · Ensure the customer experience is a positive and memorable journey from the time the order is placed through the time the order is received · Follow up on any issues and make sure problems are fully resolved in a timely manor · Check web order maintenance daily to make sure all web orders are processed · Run an open order report to ensure all web orders have been placed on pick at the warehouse · Check shipping status daily and follow up with the warehouse on any delays · Run reports in Full Circle and Shopify to make sure systems are speaking to each other properly · Come up with creative ways to enhance the customer experience · Implement a “client book” for VIP customers and offer those customers “white glove” service · Share relevant customer feedback with ecommerce team · Share any repetitive issues with Customer Experience manager and suggest implementing changes to resolve the issue · Process Returns QC, re-tag, re-package inventory Qualifications: · Full time · Excellent communication (written and verbal) and problem-solving skills · A passion for retail and helping customers · Strong sales skills · Detail oriented · Outgoing with the ability to build rapport with the customer · Flexibility in scheduling during peak times *Hourly rate range $22-$24 / hour *This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described and may be amended at a time at the sole discretion of the Employer

Bilingual Customer Service Representative (Spanish-English) Employment Type: Full-Time | On-Site Are you a people person who thrives in a fast-paced environment? We're looking for a Bilingual Customer Service Representative to join our on-site team and provide exceptional support to our Spanish- and English-speaking customers. Key Responsibilities: Customer Interaction: Handle inbound and outbound calls, emails, and live chat inquiries from Spanish-speaking and English-speaking customers. Problem Solving: Assist customers with product information, order status, returns, and troubleshooting. Documentation: Accurately log all customer interactions and maintain up-to-date records in our CRM system. Team Collaboration: Work closely with other departments (sales, logistics, technical support) to resolve customer issues efficiently and ensure a seamless experience. Requirements: Language Skills: Fluent in both Spanish and English (written and spoken). Communication: Strong interpersonal, verbal, and written communication skills. Experience: Prior experience in a customer service or support role is preferred. Technical Skills: Comfortable using customer service platforms (e.g., Zendesk, Salesforce) and standard office software.

Quik Pick Express, LLC, a division of Custom Goods, is a leading provider of third-party logistics solutions in California. The company operates eight strategically located warehouses across the Los Angeles/Long Beach and Oakland corridors, offering over 750,000 sq. ft. of space. With a focus on sustainability and efficient services, Quik Pick Express serves a global network of customers in the transportation, warehousing, and logistics industry. Role Description This is a full-time on-site role for a Customer Service Specialist located in Carson, CA. The Customer Service Specialist will be responsible for providing excellent customer support, ensuring customer satisfaction, maintaining phone etiquette, and delivering a positive customer experience on a day-to-day basis. Qualifications Customer Support and Customer Service skills Customer Satisfaction and Customer Experience skills Phone Etiquette Strong communication and problem-solving skills Experience in a customer-facing role Ability to handle high-volume calls and emails Knowledge of logistics and transportation industry is a plus Previous experience in a similar role

Job Title: Direct-to-Consumer (DTC) Sales & Customer Service Specialist Reports to: Sales Manager Employment Type: Full-Time About Haydenshapes: Haydenshapes Surfboards is a global surfboard brand known for innovation, design, and quality. With a foundation in performance and a commitment to aesthetic excellence, we pride ourselves on pushing boundaries in surfboard design while delivering premium experiences to surfers worldwide. Our products are distributed in over 70 countries, with our direct-to-consumer (DTC) channel being a fast-growing and critical part of our business. Position Overview: We are looking for a passionate and driven DTC Sales & Customer Service Specialist to join our team. This role is responsible for supporting the online sales process, nurturing customer relationships, and delivering best-in-class service across all touchpoints. You'll serve as a key brand ambassador, helping surfers select the right boards, troubleshoot issues, and ensure a seamless end-to-end experience that reflects the quality of Haydenshapes. Key Responsibilities: Customer Support: Provide timely, knowledgeable, and friendly support across email, chat, phone, and social channels. Resolve inquiries about orders, product recommendations, delivery timelines, returns, and more. Sales Enablement: Assist customers in choosing the right surfboard model, size, and configuration for their needs. Proactively convert inquiries into sales by offering personalized support and surfboard expertise. Order Management & Fulfillment: Monitor and manage DTC orders from placement through fulfillment, including coordinating with production Product Knowledge: Stay up to date with the latest product lines, technologies, and collaborations. Be able to speak confidently about design, materials, and board performance. Customer Experience Optimization: Identify and report on trends in customer feedback to help inform website improvements, FAQs, product descriptions, and support documentation. CRM & Data Management: Accurately log and maintain customer interactions in CRM tools. Track common issues and provide data-driven insights to help improve service processes. Brand Voice: Represent the Haydenshapes brand authentically and consistently in all customer interactions. Other Responsibilities Offsite Events: Assist with demo days and additional field marketing initiatives as needed Qualifications: 2+ years experience in customer service, sales in a surf retail or DTC/e-commerce role. Passion for surfing and strong knowledge of surfboard types and performance attributes Excellent written, typing and verbal communication skills Highly organized and detail-oriented, with the ability to multitask in a fast-paced environment Proficiency in customer service software, CRM systems, and e-commerce platforms (Shopify experience a plus) Experience utilizing the Google Suite of programs (Gmail, Sheets, Google Drive, etc.) Problem-solving mindset and a customer-first attitude Flexibility to work across global time zones if needed Why Work With Us: Be part of a globally respected surf brand known for innovation and design Work in a collaborative, creative, and surf-passionate team environment Employee discounts and access to our extensive demo fleet of models Opportunities for professional growth in a growing e-commerce channel This is a full time, on-site position based out of our office / warehouse in Oceanside, CA. Hours are Monday-Friday, 9:30am-6pm.

A Large Auto Manufacturer in Irvine, CA is seeking Customer Care Representatives that can start ASAP. Pay: 24/hr Fully Onsite in Irvine, CA. This position is a valuable opportunity to gain introductory experience working within a large corporate culture. Successful candidates will be trained to utilize company databases and software to research consumer inquiries. Additionally, candidates will gain practical experience communicating effectively and professionally with customers and affiliate businesses to investigate, analyze, and resolve complex problems. Automotive experience is not required. Job Responsibilities: Communicate via phone and email directly with automotive dealerships, vehicle owners, and third-parties in order to understand, investigate and respond to customer concerns Document all correspondence and actions taken regarding specific customer inquiries in Customer Relationship Management (CRM) database (e.g. inbound/outbound calls or emails, check requests, vehicle transport requests, vehicle repurchases/replacements, etc.) Research applicable warranties, policies, customer service programs, and laws to provide customer support in compliance with company policies while achieving the highest level of customer satisfaction Collaborate with peers and management within the Consumer Affairs Department to ensure goals are met and projects are completed on-time Necessary Skills and Experience: Bachelors degree required Excellent written and verbal communication Critical thinking and problem-solving Time management and successful organization Proficiency in MS Office Suite, with emphasis on Office and Excel Typing speed of 65+WPM Prior work experience directly communicating with customers or working in an office environment preferred but, not necessary 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.

Specialized Recruiting Group, Irvine is seeking a Customer Service Representative for the consumer goods division of a Global Fortune 500 company: One of the largest and most admired companies in the world. This is a long-term, full-time, on-site contract opportunity based in the Irvine, CA area. Starting compensation is $22.00 to $23.00/hour. Responsibilities General customer service support for end users and the company sales team Processing inbound calls from internal and external customers Researching information requests Scheduling delivery and service appointments Data entry Requirements Previous customer service experience preferable (e.g. food service, retail, call center) Excellent English communication skills (spoken and written) College degree a benefit but not mandatory Self-motivated, able to maintain focus without close supervision Professional, positive and friendly personality Intermediate Word, Excel and Outlook ability At Specialized Recruiting Group, our team of employment professionals is deeply connected with local businesses that are actively hiring, giving you a competitive edge in your job search. Whether you are seeking a full time position or a contract role, our experts are here to help at no cost to you. Enjoy personalized support and access to exclusive job opportunities when you partner with Specialized Recruiting Group.

Join a dynamic customer service team where you'll handle inquiries, resolve complaints, and support clients through phone-based interactions. Ideal candidates will have 2-4 years of experience, strong communication skills, and the ability to work independently while accurately documenting customer interactions. Proficiency in Microsoft Office is preferred. High school diploma or GED is desired. Title: Rep, Customer Service Duration: 6 Months Location: 1452 Alton Pkwy, Irvine, CA, 92606 Note: During training, they will be on-site 3 days a week, Tuesday, Wednesday & Thursday. The schedule will be from 8:00 am -4:30 pm with a hybrid schedule Pay rate: $22 per hour. on W2 Job Description: The primary function of a call center/customer service specialist is to interact with customers, providing information in response to inquiries about products and services, and handling and resolving complaints. A typical customer service specialist is responsible for determining the client's issue, offering possible solutions, or providing follow-up as needed. Customer service agents may be inbound, outbound, or a combination of both. Job Responsibilities: Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, and adjusting bills. Contact customers to respond to inquiries or to notify them of claim investigation results and any planned adjustments. Refer unresolved customer grievances to designated departments for further investigation. Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Skills: Verbal and written communication skills, attention to detail, customer service skills and interpersonal skills. Ability to work independently and manage one's time. Ability to accurately document and record customer/client information. Previous experience with computer applications, such as Microsoft Word and PowerPoint. Education/Experience: High school diploma or GED preferred. 2-4 years of customer service-related experience required

Priority Title is a progressive real estate service company that provides title insurance, escrow services, and other real estate-related products. We offer superior underwriting strength and service as a full-service Title Company. Our employees are dedicated to exceeding customer expectations and delivering unparalleled customer satisfaction. We emphasize the quality of customer service and employee loyalty as key ingredients for our success. At Priority Title, the customer is always our first priority. Role Description This is a full-time on-site role for a Customer Service Representative located in Riverside, CA. The Customer Service Representative will handle daily tasks such as addressing customer inquiries, resolving issues, providing information about our services, and ensuring customer satisfaction. They will interact with customers through various communication channels and work closely with our team to maintain a high level of customer experience. Qualifications Customer Service, Customer Support, and Customer Satisfaction skills Experience in providing excellent Customer Experience Strong communication and interpersonal skills Ability to work onsite in Riverside, CA Problem-solving skills and attention to detail Previous experience in the real estate or title industry is a plus High school diploma or equivalent education; additional qualifications are beneficial

Insight Global is currently seeking 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. REQUIRED SKILLS AND EXPERIENCE - 1-2 years of experience working in a call center with inbound calls (50+ calls a day) - High School diploma or GED - Good communication and personality - Ability to type at least 36 WPM - Adaptable and eager to learn, willing to work in a fast paced call-center - Excellent communication and reliable - Bilingual in Spanish

BON PERGOLA, a brand of BON Windows Treatment LLC, specializes in manufacturing top quality outdoor aluminum pergolas. With over four decades of manufacturing experience, we provide premium pergola to customers. Role Description This is a full-time on-site role for a Customer Service Representative at our location in Lake Forest, CA. The Customer Service Representative will be responsible for handling customer inquiries, providing support, ensuring customer satisfaction, and enhancing the overall customer experience. Qualifications Customer Service Representatives and Customer Support skills Customer Satisfaction and Customer Experience skills Strong interpersonal and communication skills Ability to effectively resolve customer issues Experience in a customer-facing role is a plus Proficiency in Microsoft Office and CRM software High school diploma or equivalent

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!

Advisory Services Executive | Falcon Wealth Compensation: $200K-$275K base Senior Leadership Role | RIA Industry | Strategic Growth Focus At Falcon Wealth, we're building something different, something lasting. Our mission is to deliver high-impact, client-first advisory services to a sophisticated and growing clientele. As we scale from an already strong foundation, we're seeking an experienced and forward-thinking Advisory Services Executive to help lead the way. This is a rare opportunity to step into a high-impact leadership role at a firm that's actively scaling from $1B to $5B+ in AUM. We're looking for a strategic problem-solver and proven operator who thrives in growth environments and knows what it takes to lead through scale. 🔹 What You'll Do: Lead Advisory Services: Oversee the delivery, optimization, and evolution of all advisory service operations across the firm. Manage & Mentor Teams: Build, coach, and lead advisory teams using proven support structures like Diamond Team models to ensure scale, consistency, and excellence. Strategic Growth Execution: Partner with the C-suite to execute the firm's growth strategy while ensuring a seamless, high-touch client experience. Training & Development: Design and implement training programs that foster advisor excellence and support long-term team development. Operational Oversight: Read and analyze business performance data, reports, and KPIs to identify opportunities, streamline processes, and improve delivery. Optimize Support Models: Build scalable support frameworks that empower advisors, improve workflows, and elevate client outcomes. Cross-Functional Leadership: Collaborate with internal stakeholders across compliance, operations, investments, and marketing to drive cohesive strategic initiatives. ✅ What We're Looking For: 5+ years of executive-level experience in the RIA space (fee-based or fee-only preferred) Proven role in firm growth from $1B to $5B+ AUM Deep understanding of team structures, service models, and advisory operations Strategic mindset with the ability to translate vision into execution Strong leadership and people management skills-someone who helps build culture and brings out the best in teams Analytical and operationally savvy with a knack for solving complex problems “Can-do” attitude with the ability to take initiative and lead without waiting for direction Exceptional communicator and cross-functional collaborator 🌟 Why Join Falcon Wealth? Executive role with high visibility and influence Join a fast-growing, client-first Fee-Only RIA with a strong leadership team and vision Competitive base salary ($200K-$275K) + bonus potential Full benefits package, professional development opportunities, and potential for long-term equity discussions Be part of a firm that's not just growing, but evolving-intentionally and strategically

Job Title: Member Service Representative (Bilingual - Vietnamese, Korean, Spanish, or Chinese) Target Compensation Range: $25.00-$28.00/hour, depending on the level of relevant qualifications and experience. About Us: Astiva Health, Inc., located in Orange, CA is a premier healthcare provider specializing in Medicare and HMO services. With a focus on delivering comprehensive care tailored to the needs of our diverse community, we prioritize accessibility, affordability, and quality in all aspects of our services. Join us in our mission to transform healthcare delivery and make a meaningful difference in the lives of our members. SUMMARY: The Member Service Specialist is responsible for answering telephonic inquiries from current and potential members and providers regarding Medicare Advantage benefits, eligibility, enrollment, claims, referral, prior authorizations, appeals & grievances and other related concerns. Our Member Service Specialists ensure customer satisfaction by providing excellent customer service, displaying a desire to help and maintaining a professional demeanor. Member Service Specialists will be expected to maintain quality and performance standards. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Handle inbound and outbound phone calls, emails and other necessary communications with members and providers Clearly identify and act on customer needs to achieve satisfaction. Clearly explain all details of the Medicare Advantage Plan including procedures, protocols, benefits, and any other necessary information to the member or provider during inbound and outbound calls. Fully understand all aspects of Medicare Advantage including but not limited to benefits, prior authorization, referrals, claims, enrollment, eligibility, appeals & grievances, providers networks and pharmacy services. Provide accurate and complete information using the tools provided Keep detailed written records of each telephone encounter during the call Adhere to all call center metrics as set forth by CMS regulation and call center leadership. Attempt to resolve the member's issue completely during the first phone call. Go above and beyond to provide exceptional customer service. EDUCATION and/or EXPERIENCE: 2+ years customer service experience Minimum 1+ years' experience with Medicare Advantage Health Plan experience. Excellent verbal and written communication skills including active listening and probing techniques. Ability to multi-tasks, time manage and prioritize. Ability to document information while on the phone with the member. Ability to build rapport with members Fluent in Spanish, Korean, Vietnamese, or Cantonese/Mandarin (verbal and written) BENEFITS: 401(k) Dental Insurance Health Insurance Life Insurance Vision Insurance Paid Time Off

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together. This position is full time, Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:30am-4:30pm PST. It may be necessary, given the business need, to work occasional overtime. Our office is located at 2 West Fern Ave, Redlands, 92373. We offer on-the-job training. The hours of the training will be aligned with your schedule. Primary Responsibilities: Manage administrative intake of members Work with hospitals, clinics, facilities and the clinical team to manage requests for services from members and/or providers Process incoming and outgoing referrals, and prior authorizations, including intake, notification and census roles Assist the clinical staff with setting up documents/triage cases for Clinical Coverage Review Handle resolution/inquiries from members and/or providers Work with marketing to identify and implement growth opportunities Other duties as assigned This is high volume, customer service environment. You'll need to be efficient, productive and thorough dealing with our members over the phone. You also must be able to work a flexible schedule that includes evening hours. You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18+ yrs of age or older 2+ years of customer service experience in office setting Experience with computers and Windows based programs including MS Word, Excel and Outlook Ability to work full time, Monday - Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:30am-4:30pm PST. It may be necessary, given the business need, to work occasional overtime. Preferred Qualifications: Experience working within the health care Industry and with health care insurance or in a hospital, physician's office or medical clinic setting Bilingual fluency in English and Spanish Experience working in a call center The hourly range for this role is $16.88 to $33.22 per hour based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity / Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RPO #RED

JOIN OUR TEAM TODAY! We are expanding our operations to better service our growing client base. We have a Client Services position available in our Hemet, CA office. This is a full-time position reporting directly to our Lead Advisor. YOUR ROLE: The Client Services Associate position supports the Advisor in preparing all Client files with critical and helping with financial planning information. They will work with Clients, independently and as a team member. HOW YOU WILL MAKE AN IMPACT: -Prepare financial summaries, analysis, and plans for Clients. -Prepare for upcoming client appointments. -Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings. -Work with the Client Care Team to coordinate all paperwork needs and information for Client meetings. -Follow-up on all action items in a timely and thorough manner. -Research information as necessary on a case-by-case basis. -Assist in maintaining files and incoming calls to ensure appropriate hand off. -Maintain and update regularly and as needed all policies and procedures applicable to Paraplanning and Client Care work. - Support the Advisor in serving clients. -Work with team on file prep, as necessary. -Provide exceptional client care while receiving and responding to client requests. -Open new client accounts, process account applications, and manage monetary transfers. -Receive and respond to client service requests each day, and in a timely manner. WHY YOU ARE THE RIGHT PERSON: · Concentration in accounting, business, economics, or financial planning encouraged. · Three years + of experience in the finance industry.

Teamcenter SLM Expert - Service LifeCycle Management with Maximo Integration Part time project-based contract - Remote - USA Green Card or US Citizenship a must Saratech provides engineering solutions to help companies realize better products. The company supplies engineering expertise, services, software, and manufacturing solutions to improve product development experiences. Saratech's engineering team uses the software and tools they sell and support, while following industry best practices and methodologies. Headquartered in Mission Viejo, California, Saratech has sales and technical coverage across the United States. Job Description This project tasks involves expertise with Teamcenter SLM module - creating service plans, tracking physical asset configurations, managing service operations, and analyzing asset performance data to optimize maintenance and improve product uptime throughout its lifecycle; essentially bridging the gap between product design and field service activities by providing a centralized platform for managing service-related information. Key responsibilities of a Teamcenter SLM project might include: Service Plan Development: Creating comprehensive service plans for products, including preventative maintenance schedules, required parts, and service procedures based on product design and field data. Physical Asset Configuration Management: Maintaining accurate information on the physical configuration of assets in the field, including serial numbers, lot numbers, and installed options, to ensure service technicians have the correct information for repairs. Service Data Analysis: Analyzing service data collected from field operations to identify trends, potential issues, and opportunities for product improvement. Service BOM Management: Creating and managing a Service Bill of Materials (SBOM) to identify the specific parts needed for maintenance and repairs on each asset configuration. Collaboration with Engineering Teams: Working closely with product design engineers to incorporate serviceability considerations into new product designs. Training and Support: Providing training to field service technicians on using Teamcenter to access relevant service information for efficient troubleshooting and repairs. Required Skills for a Teamcenter SLM role: Technical Expertise: Strong understanding of PLM (Product Lifecycle Management) concepts, particularly related to service lifecycle management. Strong Expertise with Teamcenter Service LifeCycle Management module - SLM Strong knowledge of integration of SLM with Maximo Teamcenter Knowledge: Proficiency in using Teamcenter software, including its features for managing service plans, physical asset configurations, and service data. Data Analysis Skills: Ability to analyze service data to identify trends and make informed decisions regarding product improvement and maintenance strategies. Part time contract position based on project timing and based on deliverables NOTE TO STAFFING AGENCIES AND RECRUITERS: Saratech does not accept unsolicited resumes from any external agency for the placement of any position. Unsolicited resumes submitted by agencies and received by Saratech will be considered the property of Saratech and may be contacted and engaged with directly by Saratech. Saratech will not pay a placement fee or any other fees to any third-party agency, firm or recruiter who is not specifically retained with a signed fee agreement by Saratech Human Resources to conduct a candidate search. Please do not forward unsolicited resumes to our website or to any Saratech employee. Saratech will not be responsible for any fees associated with unsolicited resumes. EQUAL EMPLOYMENT OPPORTUNITY NOTICE: Paydarfar Industries, Inc. dba Saratech is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, disability, protected veteran status, or any other basis protected by applicable federal, state, or local law.

About Us: Since 1976, Harbour has been synonymous with luxury outdoor furniture. Born in Australia and now based in the US, we're a global leader in luxury outdoor design. Provide excellent customer service and customer experience via live chat, email and phone. Handle customer inquiries and complaints, provide appropriate solutions within the expected timeline and follow up to ensure resolution Listen attentively to questions and concerns Interacting directly with the customer to get information on: Install timeline/details White Glove VS In Box Delivery Discerning customer expectations Work along with the Sales Team to set appropriate customer expectations Create cases for Claims- routing after approval Suggest products and services to clients based on their requests and needs Work with internal departments to resolve issues Report customer feedback and website issues to improve customer experience Stay up to date with new products and feature launches Review pending orders and specific customer request to ensure excellent customer service and customer experience Keep accurate and complete records of customer interactions and complaints Go the extra mile to ensure customer satisfaction Qualifications: 1+ years of Customer Service experience

*WHY JOIN TAXRISE?* At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions. *ABOUT THE ROLE* The Customer Service Representative plays a critical role in delivering exceptional service to our clients and ensuring that their needs are met with precision and professionalism. You will be the primary point of contact for clients, managing relationships and providing expert guidance to resolve their tax inquiries effectively. In this fast-paced role, your ability to understand client challenges and deliver solutions will be essential to their success and satisfaction. _We're all about that in-person vibe—this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!_ *HOW YOU'LL BE REWARDED* At Tax Rise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals. * *Base pay*: $20.00 - $22.00 per hour (full-time, 40 hours per week) * *Monthly Bonus: *Average bonus potential of $500 - $1,000 Our competitive compensation reflects the importance of your role in shaping our clients' experiences. We value excellence, and your contributions are recognized every day. *WHAT YOU'LL DO* *_Client Communication:_* * Handle a high volume of incoming calls, ensuring that every client is greeted professionally and promptly. * Contact clients via phone and email to gather required documents and clarify documentation needs. * Respond to client emails and text messages—and assist in live chat when needed—ensuring all interactions are addressed within company service level agreements. * Utilize our ticketing system within the CRM to track open and unanswered emails and text messages. Accurately close or disposition each ticket for reporting purposes, ensuring every client inquiry is answered in a timely manner and to their satisfaction. * Handle all client interactions with professionalism, courtesy, and empathy—knowing when to escalate issues to the appropriate department. * Provide clear instructions and guidance to clients on required documentation. * Problem-solving skills to address client concerns regarding documentation requirements. *_Document Collection & Review:_* * Request and gather required tax-related documents from clients via email, phone, or online portals. * Review submitted documents for accuracy and completeness, ensuring compliance with internal standards. * Identify missing or incomplete information and follow up with clients promptly. *_CRM Management & Administrative Support:_* * Assist case managers requesting and processing required documents (e.g., tax documents, income documents, expenses documents, etc.) documents collected are accurate and uploaded properly in the Customer Relationship Management (CRM). * Accurately update the CRM system with detailed notes on client interactions, document submissions, and case progress. * Collaborate with colleagues, support staff, and managers to deliver a seamless client experience. * Help other departments with projects and/or communication campaigns, providing support and insights to enhance company initiatives. *WHAT YOU'LL NEED TO HAVE* * Previous experience in a client care or customer service role—experience in the tax resolution industry is a plus. * Previous experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus). * Excellent written and verbal communication skills with professional phone etiquette. * Proficiency in using CRM systems or document management tools * A willingness to learn, adapt, and consistently uphold our high standards of professionalism and client care. * Knowledge of tax relief processes is a plus, though training will be provided. *WHAT WE OFFER* We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family: * Medical, Dental, and Vision Insurance (starting after 60 days) * Paid Time Off (Vacation, Sick Days, Company Holidays) * Wellness Days to recharge when you need it most * 401(k) retirement plan with company match * Professional Development Program to support your growth * Access to our on-site gym and gaming lounge * Catered team lunches every Friday * Fun and energizing quarterly company outings *ABOUT US* At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution. *OUR COMMITMENT* At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. Job Type: Full-time Pay: $20.00 - $22.00 per hour Expected hours: 40 per week Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Paid time off * Vision insurance Physical Setting: * Call center * Office Schedule: * Day shift * Monday to Friday Work Location: In person