666 Customer Service Representatives jobs in Lake Forest

*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 Call Center 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 vibethis 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*: $22.00 per hour (full-time, 40 hours per week) * *Monthly Bonus: *Average bonus potential of $00 - 900 _The compensation range reflects our good faith estimate of total earning potential, including base hourly pay and monthly bonuses. The hourly rate shown in the job preview pane may appear higher, as it blends both components. For full transparency, a detailed breakdown is provided in this job description._ *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 messagesand assist in live chat when neededensuring 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 empathyknowing 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 roleexperience 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. Pay: 22.00 - 24.00 per hour Expected hours: 40 50 per week Benefits: * 401(k) * Dental insurance * Health insurance * Paid time off * Vision insurance Work Location: In person by Jobble

Are you an empathetic person who has a passion for helping others? Are you an enthusiastic 'people-person'? Are you a confident and adaptable person who can close the deal? You're in luck! We are looking for exceptional customer service representatives that can register new customers and provide memorable experiences to our customers over the phone and in person.

Waterworks Aquatics is a premier swim school with 39 locations across California and Colorado. We teach children ages 3 months through adult how to swim. Our mission is to educate and motivate individuals to be safer and learn proper swimming technique. As a Customer Service Representative, you will be the face of Waterworks Aquatics and the first point of contact for the majority of families when they visit our facility. You will be entrusted with building relationships with our families. You will also be responsible for retaining our families by offering a warm, welcoming, and memorable experience.

Join Our Team! Here's Why:

• Get paid well for doing something fun! Competitive compensation because we like to reward hard work.
• Advancement opportunities. We constantly are looking for strong individuals to join our leadership team!
• Flexible work schedules. We know you might have other time commitments like school or another job. We'll make it work!
• Additional benefits. We offer our full-time employees a benefits package that includes dental, vision, disability, 401K, and sick pay.
• We also offer team appreciation days and other really cool events throughout the year. And of course, free food throughout the year. Who doesn't like that?

Primary Responsibilities:

• Ability to create relationships with new and existing families that leads to customer loyalty and retention
• Demonstrate empathy in your interactions with families
• Register, schedule, take payments, and problem solve family accounts
• Be willing and able to provide exceptional customer service in person and by phone
• Encourage customers to purchase swim lesson packages
• Work effectively in a team environment to support achievement of lesson registration goals
• Maintain high customer satisfaction ratings based on explicit criteria set by the company
• Handle customer concerns, provide appropriate solutions and alternatives, and follow up to ensure resolution
• Recommend additional services to customers by understanding their needs
• Maintain a clean and safe facility at all times
• Boost morale and help maintain a positive work environment
• Restock and clean all restrooms and shower/changing areas
• Understand and showcase knowledge in all of our programs and facilities
• Assist with time sensitive projects by deadlines given
• Provide effective rebuttals to customers who are looking to release their lesson schedule
• Stay up to date and pass all continual training by the deadlines provided

General Qualifications:

• Must be at least 17 years old
• Must have at least 2 years of customer service experience
• Minimum of a high school diploma
• Able to exhibit a strong passion for helping others
• Possess a strong background in customer service
• Proficient in typing; at least 40 WPM
• Ability to "close the deal" and acquire new families that are interested in our services
• Ability to multi-task, prioritize and manage time effectively
• Open to coaching and training to increase customer acquisition performance
• Must have strong communication skills in person and over the phone
• Must be able to showcase the ability to actively listen
• Must have the ability to adapt and respond to different types of personalities
• Must always remain professional and courteous with customers
• Weekends Required

A Few Other Things We Look At:

• We love people with a positive mindset who are fantastic team players
• A strong conversationalist who can be personable and connect with people
• Critical thinkers that can empathize with our families to ensure they have a positive experience with us
• Someone who is confident, adaptable, ambitious, and an achiever
• People who are committed and reliable
• Someone who is teachable, respectful, outgoing, and motivated
• Individuals who are open to receiving feedback and are always willing to learn

• Accurately preparing billing statements, carrier and vendor invoices and various reconciliations timely
• Collecting, analyzing, and summarizing employee benefit data and trend and compare against MHS information
• Collect premiums from employees who are on a leave of absence
• Accurately input all benefit data into WEX/PeopleSoft system and create and run reports as needed.
• Conduct ongoing audits to ensure employee benefit plans, deductions, contributions and plan elections are set up accurately
• Responsible for data gathering for benefits audits and reconciliations
• Answer incoming calls received through the Benefits Service Center in a timely manner, provide follow-up calls, letters or email when necessary
• Resolve benefits-related employee issues, including documenting calls and how it was resolved
• Update and maintain all benefit informational materials.
• Will assist in planning and coordinating Annual Benefits Fair and Open Enrollment.
• Attend and participate in department specific committee meetings.
• Interact with carrier representatives and third party administrator, as needed.
• Be at work and be on time.
• Follow company policies, procedures and directives.
• Interact in a positive and constructive manner.
• Prioritize and multitask.
• Other duties as assigned

• Excellent computer skills including a working knowledge of Word and Excel.
• Ability to work independently with little or no supervision required.
• Strong analytical skills.
• Excellent communication and organization skills are required.
• Ability to work effectively in a team environment with associates.
• Capability of effective planning and priority setting.
• Ability to manage several projects simultaneously while working under pressure to meet deadlines.
• Some knowledge or open to learning pertinent federal and state regulations, affecting employee benefit programs, including ERISA, COBRA, SECTION 125, Workers Compensation.
• Prior benefits analytic experience and or financial analytics experience preferred.

• Bachelor's degree in Finance, Accounting, Mathematics or Business Management preferred.
• CEBS designation or working towards CEBS designation desired.

Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Irvine, Roseville or Walnut Creek locations.

Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals.

What you will do:

• Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services.
• May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments.
• Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes.
• Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs.
• Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact.
• Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies.
• Forward more complex problems to management, as required.

Who you are:

• High School diploma or equivalent required.
• Bilingual (Spanish) candidates preferred but not required.
• Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution.
• Minimum typing speed of 50 wpm.
• Possess excellent human relations and communications skills.
• Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation.
• Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call.
• Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information.
• Professional in appearance and in verbal communication.
• Demonstrate teamwork in facilitating workflow.

Pay Range: $21-25 hourly

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

We are currently looking for individuals to fulfill Part-Time and Full-Time Call Center Representative positions. No experience is required to apply for the position. Training is provided through former experienced employees and available to hired applicants. We are looking for individuals able to carry out various tasks. Individuals must be hardworking and task-oriented. Don't Wait! Fill out a Profile Now! MyJobResource is a staffing and recruitment industry job search engine. We specialize in finding the exact company to suit your needs. We help match job seekers to the right jobs in either full-time or temporary positions. Assignments are typically made depending on the ratio of candidates to jobs, skill-set, and experience. The companies we work with pay us for the services we provide to find the right people for their job openings.

We are currently looking for individuals to fulfill Part-Time and Full-Time Call Center Representative positions. No experience is required to apply for the position. Training is provided through former experienced employees and available to hired applicants. We are looking for individuals able to carry out various tasks. Individuals must be hardworking and task-oriented. Don't Wait! Fill out a Profile Now! MyJobResource is a staffing and recruitment industry job search engine. We specialize in finding the exact company to suit your needs. We help match job seekers to the right jobs in either full-time or temporary positions. Assignments are typically made depending on the ratio of candidates to jobs, skill-set, and experience. The companies we work with pay us for the services we provide to find the right people for their job openings.

We are currently looking for individuals to fulfill Part-Time and Full-Time Call Center Representative positions. No experience is required to apply for the position. Training is provided through former experienced employees and available to hired applicants. We are looking for individuals able to carry out various tasks. Individuals must be hardworking and task-oriented. Don't Wait! Fill out a Profile Now! MyJobResource is a staffing and recruitment industry job search engine. We specialize in finding the exact company to suit your needs. We help match job seekers to the right jobs in either full-time or temporary positions. Assignments are typically made depending on the ratio of candidates to jobs, skill-set, and experience. The companies we work with pay us for the services we provide to find the right people for their job openings.

Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative & Bilingual) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Roseville, Irvine, Corona or Walnut Creek offices.

Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals.

What You Will Do:

• Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services.
• May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments.
• Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes.
• Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs.
• Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact.
• Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies.
• Forward more complex problems to management, as required.

Who You Are:

• High School diploma or equivalent required.
• Bilingual (Spanish) candidates preferred but not required
• Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution
• Minimum typing speed of 50 wpm.
• Possess excellent human relations and communications skills.
• Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation.
• Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call.
• Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information.
• Professional in appearance and in verbal communication.
• Demonstrate teamwork in facilitating workflow

Pay Range: $21-25 hourly

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank.

Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative & Bilingual) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Roseville, Irvine, Corona or Walnut Creek offices.

Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals.

What You Will Do:

• Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services.
• May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments.
• Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes.
• Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs.
• Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact.
• Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies.
• Forward more complex problems to management, as required.

Who You Are:

• High School diploma or equivalent required.
• Bilingual (Spanish) candidates preferred but not required
• Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution
• Minimum typing speed of 50 wpm.
• Possess excellent human relations and communications skills.
• Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation.
• Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call.
• Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information.
• Professional in appearance and in verbal communication.
• Demonstrate teamwork in facilitating workflow

Pay Range: $21-25 hourly

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank.