258 Customer Service Representatives jobs in Coronado

Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world. We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. At RH we believe deeply that the "right" people are our greatest asset. We value people with high energy, who possess the ability to energize others. People who are smart, creative and have a point of view. People who see the answer in every problem, versus those who see the problem in every answer. People who are driven, determined and won't take "no" for an answer. We value team players, people who are more concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury. Your Responsibilities Live Our Vision, Values and Beliefs every day Greet and welcome RH Clients and assist with any questions or concerns Assist in connecting clients with the right Associates based on their purchase needs Assist and communicate with clients in the Gallery, over the phone and through email Provide an elevated level of client services support to Gallery Partners to resolve client concerns Become well-versed on RH product and offerings Create a luxury service experience in every interaction Exhibit broad understanding of the organization Our Requirements Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred Ability to recognize and respond to multiple priorities Strong organizational and time management skills Strong verbal and written communication skills Commitment to quality, detail focused on all levels People and relationship-driven Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications Our Physical Requirements Ability to lift and mobilize small to medium items up to 30 lbs. while utilizing appropriate equipment and techniques Ability to maneuver effectively around gallery floor, stock room and office Position entails prolonged standing, twisting, stooping, kneeling, squatting, bending and climbing

SUMMARY

Supports client accounts and laboratory logistics by providing customer support to clients, patients, Prometheus sales representatives, and other departments including marketing and billing.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Responsible for receiving incoming phone calls and requests for test results, information on diagnostic and therapeutic products from pre-printed marketing materials, specimen transport kit requests, and miscellaneous requests from clients, patients, and sales representatives.
• Routes questions to supervisor or senior client services representative that are outside of their job knowledge.
• Communicates information for partnered pharmaceutical products from pre-printed marketing materials.
• Provides sales materials upon request to customers and TSS representatives.
• Utilizes PrOS for patient information to properly respond to inquiries.
• Responsible for maintaining records of client interactions or transactions, using MasterControl to capture diagnostic customer complaints, inquiries, or comments, as well as actions taken.
• Supports field Technical Sales Specialists (TSS) with responsibility for multiple sales districts and the management of accounts in absence of TSS related to supplies, literature, test add-ons or kits.
• Forwards billing questions to medical accounts for handling.
• Describes Prometheus products and programs to customers.
• Communicates and educates patients, physicians and clients on company coupon programs (including Clinical Experience Programs).
• Enters client information in Sales Logix database on a daily basis.
• Notifies physician offices of abnormal results and cancelled tests via phone and fax on a daily basis.
• Provides pre-authorization and appeal information/documents to physicians and patients upon request.
• Ensure HIPAA Confidentiality and Compliance policy, procedures and standards are adhered to at all times.
• Maintain competencies required for the position and specific areas assigned.
• Assists with scheduling of mobile phlebotomy services.
• Provide portal support for clients (resetting passwords, navigation, etc.).

SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Must be able to multi-task, prioritize and follow through on projects and assignments.

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE
Generally requires 2 years' experience in a related medical customer service role. Healthcare, biotech, and/or medical billing setting highly preferred. Computer literacy is essential with proficiency in Microsoft Word, Excel, and PowerPoint. Candidate should possess analytical and problem solving skills; have very good verbal and written communication skills. Previous handling of inbound and outbound call center phones preferred.

LANGUAGE SKILLS
Ability to write routine reports and correspondence. Excellent verbal communication skills with ability to speak effectively with customers or employees of organization. Ability to develop and maintain strong and effective working relationships with internal and external customers.

MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

REASONING ABILITY
Ability to solve basic problems while on the telephone. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to understand basic medical terminology as they relate to department and position.

CERTIFICATES, LICENSES, REGISTRATIONS

None required.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

Boutique financial firm in San Diego (near RB area) has an immediate need for a Client Services Specialist. In this role, you will assist clients with opening new accounts and all administration associated with this onboarding. Need to have at least Specialist, Healthcare, Staffing

We are currently seeking a Client Services Associate (CSA) within our Client Services Department. CSAs act as Account Managers for a designated set of Oncology Account Executives (OAEs) handling their orders and servicing their accounts.

Responsibilities:

• Managing entire order process for specific OAEs, and any accounts that are assigned to those OAEs, in Salesforce.com (SFDC). Tasks include, but are not limited to:
  • Processing orders in SFDC
  • Faxing or calling Ordering Provider when necessary for missing information, clinical discrepancies, specimen issues, etc. and for following up consistently to obtain in a timely manner.
  • Faxing specimen requests to pathology and following up regularly to expedite turnaround time (TAT)
  • Resolving holds on orders so specimens received can begin testing ASAP.
• Monitoring reports on CS Dashboard to stay on top of workload Open tasks, open order issues, orders that have completed Clinical Review, pending specimens, newly reported orders, QNS results, incoming portal order or registration requests.
• Handling Physician Call Back Requests Responsible for forwarding call back requests to the appropriate person (i.e., Pathologist, Medical Science Liaison, Sales) and documenting in SFDC.
• Managing Portal Accounts Setting up new portal users, managing password resets, and assisting with IT support as needed.
• Account management Creating new physician contact records as well as medical practice records in SFDC. Must keep accounts updated with current names, addresses, contact info, special notes, etc.
• Follow-Up on QNS Cases Proactively contact Pathology for additional material when orders result as QNS or Inappropriate Sample Type.
• Incoming Calls/ Emails Must be logged into CS Call Queue and be available for incoming calls to main phone line as well as direct line.
• Monitor team email inbox as well as individual email inbox.

Minimum Education/Experience Requirements:

• Bachelors degree preferred. High School diploma required.
• 2-5 years of professional work experience, preferably in a Corporate office setting required.
• Excellent written & verbal communication and experience handling business related calls and emails.
• Experience with Microsoft Office Suite (Outlook, Excel, Word, etc.) preferred.
• Strong attention to detail with an ability to multi-task and prioritize workload.
• Professional and courteous demeanor.
• Self-starter who takes ownership of their workload and thrives in a team atmosphere.

The annualized base salary range for this role is $41,600 - $62,400 and is bonus eligible. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, geography, education, business needs and market demand.

As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications material and coordinating the distribution of internal and external marketing information.

What You'll Do:

• Collect documentation to complete voucher forms and process Brokers commission payments.
• Maintain CBRE brand client messaging inventory by applying templates to produce marketing materials.
• Review marketing material and act as a point of contact for various groups to coordinate the completion of property information packages.
• Coordinate the preparation and production of client specific property packages.
• Coordinate sophisticated meetings and conferences.
• Schedule appointments, maintain calendars, arrange travel plans and coordinate meeting room reservations.
• Update and maintain various information databases.
• Generate standard and ad hoc reports and assist with website updates.
• Coordinate advertising schedules and placement with local centralized marketing group.
• Explain detailed and/or complicated information. Comprehend instructions, short communications, and memos. Write routine reports and communications.
• Respond to common questions or complaints.
• Present information to a large group of employees.

What You'll Need:

• High school diploma.
• 3+ years with providing administrative support to teams of professionals.
• 2+ years in the Real Estate industry preferred.
• Ability to calculate figures such as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct basic financial analysis.
• Strong problem solving, interpersonal and organizational skills.
• Experience with Microsoft Office Suite required.
• Ability to edit templates in Power Point and/or InDesign.
• Strong marketing knowledge desirable.
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values respect, integrity, service and excellence and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation). CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Client Services Coordinator position is $28.85 per hour and the maximum salary for the Client Services Coordinator position is $31.25 per hour. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.

Equal Employment Opportunity

CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations

CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

Client Services Coordinator - Administrative Job ID 229361 Posted 15-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, Sales Support Location(s) San Diego - California - United States of America - Client Service, Administrative, Coordinator, Marketing, Property Management, Business Services

Tax Manager - Private Client Services page is loaded

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating proficiency in reviewing complex returns, managing staff and conducting research. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top Places to Work awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create innovative solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

• Responsible for training, supervising and ongoing development of associates and seniors.

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.

• Build impactful relationships with clients and maintain relationships with firm leadership.

• Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs.

• Take responsibility for accurate time and billing for self and team.

• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.

• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.

• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

• Hold self and direct reports responsible for achieving developmental goals

• Mentor and coach junior team members.

• Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.

• Bachelors Degree in Accounting or equivalent field is required

• 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Coporate mix

• CPA or IRS Enrolled Agent Certification required

• Masters Degree in Taxation or relevant field

• Experience using GoSystems or CCH Axcess tax software

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what youre passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, its important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email:

#LI - Hybrid

#LI - RB2

For NYC and California, the expected salary range for this position is between

and

The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 4,500 employees and over 450 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients. Our reach extends globally, with offices in the United Kingdom, Israel, India, the Cayman Islands, Singapore, and Ireland.

EisnerAmper is a merit-based employer. Qualified applicants will receive consideration for employment regardless of background. If you require assistance completing an employment application due to a disability, please contact so that we can provide you with an accommodation or an alternative application process.