695 Customer Service Representatives jobs in Lake Forest

• 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.

• 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.

• Manage complex and escalated inquiries from financial professionals and clients.
  
• Support clients with brokerage operations, advisory accounts, transfers, and system navigation.
  
• Deliver an excellent service experience while maintaining productivity goals.
  
• Accurately document interactions using CRM tools.
  
• Collaborate across teams to deliver solutions without escalation.
  
• Assist in department training and special projects.

• 1 year of call center or customer service experience
  
• Proficiency with Microsoft Office
  
• High School diploma or GED required

• A passion for delivering top-tier service
  
• Strong communication, organizational, and problem-resolution skills
  
• A keen attention to detail and follow-through
  
• Experience in banking or financial services
  
• College degree or equivalent experience

• Warm, professional demeanor with empathetic listening skills
  
• Comfort with change in a fast-paced environment
  
• Enthusiastic team player with a can-do attitude
  
• Driven to exceed expectations and make an impact

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

Join the VCA West Coast Specialty & Emergency Animal Hospital team!

Location: 18300 Euclid St., Fountain Valley, CA 92708

At VCA Animal Hospitals, you can be the Client Service Representative you have always wanted to be! We have a unique culture in our hospital that values each person's individual skill and personality. There's something special about you and we are excited to learn more!

Client Service Representative

You possess a strong interest in supporting veterinarians, registered veterinary technician(technologists), and veterinary assistants, with all aspect of client-facing support. Your primary duty will be supporting our Client Service Center by assisting with incoming calls, addressing the chief reason for the call, communicating with supported department as needed, and support fellow Client Service Representatives, as needed and when able, with clients present in our hospital. You possess a strong sense of working in a team environment. You maintain situational awareness (able to prioritize). Of course, the tasks describe here are but a sample of what we do. We are all responsible for helping our patients, our clients, and each other, were we can, regardless of title.

We support team members growing. You will have access to online training, should you feel like exploring other opportunities. If you dedicate time to your growth, we will support you!

Compensation: $20.00 - $24.50 ALL dependent on education, experience, credentials, location, nature of practice, schedule and additional responsibilities.

If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Career worklet on the landing page or search for Find Jobs.

Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!

The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development)

We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com

If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!

The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com.

Ready to be a tech solutions champion? Join our vibrant team La Mirada crew!

Boundless Promotions offers a collaborative environment where diverse individuals create unique brand experiences. We partner with industry leaders, providing cutting-edge fiber-optic internet solutions and innovative TV streaming services. Our team is reliable, motivated, and hardworking, driven by a passion for helping brands expand their reach and efficiently penetrate new markets to increase their target audience.

Seeking a dynamic Client Services Representative to champion our AT&T team! The role involves engaging with customers, tailoring tech solutions, maintaining a positive environment, and showcasing innovative wireless technology. If you’re enthusiastic and tech-savvy, Boundless Promotions encourages you to apply.

Client Services Representatives needed for a company in Foothill Ranch that provides medical insurance services to medical providers, clients and patients. Temporary to Hire position. Pay is $20-24/hr, depending on experience plus a competitive employee benefits package. Hours are Monday - Friday, 7:00 AM - 4:00 PM.In the Client Service Representative position, you will be responsible for assisting clients over the telephone and via email regarding live medical cases as well as providing referrals to clinics and hospitals. Opening medical and non-medical cases in the claims system, responding to general inquiries related to open cases, and assisting clients with their claim status questions.Responsibilities:Collaborate and serve as the initial point of contact with clients, policyholders, and healthcare providers.Ensure clients receive the best customer service experience possible by providing timely and accurate responses.Develop and maintain effective relationships with colleagues - both internal and external.Review, plan and resolve medical cases in cooperation with other team members and network partners.Incoming calls only represent about 25% of all calls in a day.Qualifications:Must have 1+ years of B2B customer service.Experience in medical office or call center analyzing and solving customer problems and billing issues.Familiar with computers and Windows PC applications, including navigating and learning new and complex computer system applications.Demonstrated ability to listen skillfully, collect relevant information, build rapport, and compassionately respond to customers.Excellent verbal and written communication skills for effectively interacting with clients and documenting interactions.Ability to work under pressure with situations that require fast resolution.Compensation / Pay Rate (Up to): $0.00 - 24.00 Per Hour

Join to apply for the Client Services Consultant II role at MetLife Join to apply for the Client Services Consultant II role at MetLife Description and Requirements Location: Irvine CA preferred, open to Bellevue WA, Aurora IL, and Greenwood Village CO offices as well Requirements Description and Requirements Location: Irvine CA preferred, open to Bellevue WA, Aurora IL, and Greenwood Village CO offices as well The Role The Client Service Consultant (CSC) has overall accountability for the day-to-day administrative service support of multiple National Accounts clients. The CSC is part of an overall account team tasked with understanding the customers’ needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife. How You’ll Help Us Build a Confident Future (Key Responsibilities) Overall accountability for the day-to-day administration of multiple or complex clients, including: Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams Collaborates and acts as a liaison with client's Third-Party Administrator to assist with problem resolution and trouble shooting Responsible for providing exceptional customer service thru ongoing customer delivery and client satisfaction Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations, leads client account audits and strategic planning process and partners with financial team in completion of client reports. Project leader for the implementation of new clients and addition of MetLife product lines to existing clients Serves as a key resource and may serve as a subject matter expert to Customer Unit and National Accounts Partners with Proposal Unit to research and respond to RFP questionnaires Understands the detailed components and provisions in legal agreements between MetLife and the client and assists in facilitating the execution of contracts to ensure compliance Leads cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness Comprehends competitors’ products, industry trends and legal developments impacting business Firm knowledge of MetLife’s group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems What You Need To Succeed (Required Qualifications) 3-5 years of related experience Extensive experience managing complex client accounts and relationships Excellent organizational, interpersonal, and communication skills, both written and verbal Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness. Preferred: BS/BA degree and 5-7 years of experience The expected salary range for this position is $63,500 - $7,400. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies", Fortune World’s 25 Best Workplaces for 2024, as well as the 2025 Fortune 100 Best Companies to Work For , MetLife , through its subsidiaries and affiliates, is one of the world’s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible . Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law (“protected characteristics”). If you need an accommodation due to a disability, please email us at This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. $63,500 - $9 ,400 Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Other Industries Insurance Referrals increase your chances of interviewing at MetLife by 2x Get notified about new Client Services Consultant jobs in Irvine, CA . Irvine, CA 65,000.00- 85,000.00 4 weeks ago Client Experience Coordinator (Long-Term Temp Assignment) - Costa Mesa Client Services Associate I (California) Irvine, CA 42,500.00- 83,000.00 5 days ago Customer Service Coordinator (Medi-Cal Customer Service) Orange, CA 51,744.00- 72,441.00 1 day ago Cypress, CA 54,180.00- 92,880.00 2 weeks ago Santa Fe Springs, CA 106,000.00- 119,000.00 3 weeks ago Customer Service Representative 2 (H/F) - SAFRAN CABIN INC. Client Services Associate I (California) Downey, CA 61,900.00- 72,800.00 2 days ago Customer Service Representative II (M-F, 7am-3:30pm) Work-At-Home Call Center Representative (Full-Time) 10465 - Client Services Consultant, Connected Car and Mobility IT Business Work-At-Home Call Center Representative (Full-Time) Remote Call Center Representative (Manitoba) Full-Time Remote Call Center Representative Full-Time Remote Call Center Representative Work-At-Home Call Center Representative (Full-Time) Remote Customer Service Representative (Manitoba) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Join to apply for the Sr Client Services Specialist role at CalPrivate Bank 1 week ago Be among the first 25 applicants Join to apply for the Sr Client Services Specialist role at CalPrivate Bank Get AI-powered advice on this job and more exclusive features. This range is provided by CalPrivate Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $55,900.00/yr - $4,700.00/yr Job Title Sr. Client Services Specialist Department Branch Operations Reports To Sr. Client Service Officer/ Client Service Manager/ Sr. Client Service Manager FLSA Status Non-Exempt Job Summary Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Processes teller transactions as necessary. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Shows leadership in assisting and cross-training of less experienced staff members in the new account process. Responsible for the most complex transactions and customer relationships. Duties And Responsibilities Branch expert in opening new account utilizing Bank’s new account platform. Accurately produce signature cards and other documents, disclosures timely and efficiently. Maintain a high level of service to Bank Customers. Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution. Proficient in all teller, safe deposit, ATM balancing and all related systems platforms. Input wires as required. New account callback of accounts opened by other CSS’ Thorough understanding of legal documentation requirements for both consumer and business accounts. Act as dual custodian for vault, cash, keys, etc. Perform clerical tasks such as filling, copying, scanning. Answer general phone line, resolve customer inquiries and or forward calls as appropriate. Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts. Responsible for identifying cross sell opportunities and acting on them as appropriate. Perform other duties as assigned or needed. BSA/AML/Compliance Responsibilities This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. Qualifications Minimum 5 years banking experience Minimum 2 years new account experience. Minimum of 1 year sales experience. Knowledge of Bank policies and procedures and regulatory compliance. Cash handling experience required. Competencies Customer Focus Technical Skills Problem Solving Planning/Organizing Judgment Team Work Composure Physical Demands Regularly required to talk or listen Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time Occasionally required to stand and walk Occasionally required to lift up to 25 pounds Specific vision abilities required by this position include close vision and the ability to focus. Employee may be required to travel occasionally between banking offices Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Other Industries Banking Referrals increase your chances of interviewing at CalPrivate Bank by 2x Get notified about new Senior Client Services Representative jobs in Newport Beach, CA . Irvine, CA $65,000.00-$85 000.00 3 weeks ago Irvine, CA 60,000.00- 80,000.00 1 month ago Cypress, CA 54,180.00- 92,880.00 5 days ago Irvine, CA 42,500.00- 83,000.00 2 weeks ago 5024 Account Service Representative Staff Irvine, CA 87,000.00- 115,200.00 1 week ago Irvine, CA 100,000.00- 130,000.00 3 weeks ago Customer Success Manager Technical Specialist Client Experience Coordinator (Long-Term Temp Assignment) - Costa Mesa Santa Ana, CA 51,000.00- 56,000.00 2 days ago Costa Mesa, CA 60,000.00- 65,000.00 1 month ago Customer Relations Representative - State Farm Agent Team Member Huntington Beach, CA 60,000.00- 90,000.00 8 months ago Customer Service Representative - Software Customer Support Specialist - Remote USA Appointment Customer Representative | Work From Home Wholesale Customer Service Representative Cypress, CA 70,000.00- 75,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

• Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams
• Collaborates and acts as a liaison with client's Third-Party Administrator to assist with problem resolution and trouble shooting
• Responsible for providing exceptional customer service thru ongoing customer delivery and client satisfaction
• Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations, leads client account audits and strategic planning process and partners with financial team in completion of client reports.
• Project leader for the implementation of new clients and addition of MetLife product lines to existing clients
• Serves as a key resource and may serve as a subject matter expert to Customer Unit and National Accounts
• Partners with Proposal Unit to research and respond to RFP questionnaires
• Understands the detailed components and provisions in legal agreements between MetLife and the client and assists in facilitating the execution of contracts to ensure compliance
• Leads cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness
• Comprehends competitors' products, industry trends and legal developments impacting business
• Firm knowledge of MetLife's group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems

• 3-5 years of related experience
• Extensive experience managing complex client accounts and relationships
• Excellent organizational, interpersonal, and communication skills, both written and verbal
• Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness.
• Preferred: BS/BA degree and 5-7 years of experience