Client Services Representative

92708 Fountain Valley, California VCA Animal Hospitals

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Job Description

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 will 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
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Client Services Associate

92659 Newport Beach, California Bighorn Law

Posted 1 day ago

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Attention New College Grads! Apply for Client Services Associate Position We’re looking for a warm, personable, and compassionate entry-level administrative assistant who is also detail-oriented and tech-savvy. This role serves as our receptionist and provides essential support to the Client Services Manager and paralegals. You will be the friendly voice who answers the phones, helps potential clients get scheduled with our intake team, and ensures everything runs smoothly behind the scenes. Your day might include running errands, making copies, compiling plans, keeping clients informed, and entering data into our CRM and drafting systems. We’re looking for someone trustworthy, dependable, and deeply invested in the success of our firm. You’ll work alongside our other client service associates and be fully supported by our team and expected to perform your duties with excellence and independence. This is a great opportunity for a new college graduate who takes pride in their work and is excited to be part of a growing, successful firm. You’ll especially love this role if you aspire to become a lawyer, paralegal, or business owner, just like many of the amazing team members who have started in this position. Insider Tip: Your application is much more likely to be reviewed if you submit a cover letter telling us why you want to work for the Meier Law Firm. Responsibilities Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting Client Services Manager with managing the client experience through our CRM system and warm and personable client interaction (both in person and virtually) Assisting our paralegal with data entry in our legal drafting system and helping collect contact information from clients, along with other non-legal related tasks Helping ensure the office is in order (supplies, equipment, food and beverages, etc.) Active participation in team meetings, systemization efforts, growth efforts, and data tracking Qualifications 2+ years of experience in customer service Bachelor's or Associate's Degree from an accredited institution (Our past and existing client service associates have all graduated with top GPAs from top schools and work here in their gap year(s) between undergrad and law school). Proficiency in Microsoft Office and Google G Suite Having a professional, positive, team mentality, and client-focused attitude Compensation $21 hourly About Meier Law Firm Who We Are: Meier Law Firm is a top-rated estate planning firm serving Orange County families. We are known for our expertise, client care, and heart. (Just check out our 350+ 5-star reviews on Yelp and Google reviews! ) We have state-of-the-art systems, technology, and WealthCounsel drafting software so we can deliver a superior product efficiently. Our services include : Trust Administration Special Needs Planning + Limited Conservatorships We deeply value clients and provide them with a lifetime relationship they can trust for years to come. Since our founding in 2010, we have grown consistently and intentionally—and are truly grateful for the expansive growth we are experiencing. Click here to see a video from our founder! #J-18808-Ljbffr

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Client Services Representative

92631 Brea, California Service Champions

Posted 1 day ago

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Job Description

Service Champions is looking for a dedicated Call Center Specialist to join our team. We're committed to providing excellent HVAC and plumbing services, and we need team members who share our focus on quality and customer satisfaction.

This position is in-office , in the city of Brea.

Schedule:

  • Monday-Friday: 8 a.m. to 7 p.m.
  • Saturday: 8 a.m. to 5 p.m. (40-hour work week)
Why Join Service Champions?
  • Competitive Pay with performance-based bonuses.
  • Career Growth Opportunities - We promote from within.
  • Comprehensive Benefits:
    • Medical, dental, and vision insurance
    • 401(k) with company match
    • Paid vacation, holidays, and sick leave
    • Positive Work Environment: Supportive and team-oriented.
Key Responsibilities:
  • Manage a high volume of inbound and outbound calls to schedule appointments.
  • Quickly identify client needs, provide solutions, and resolve concerns professionally.
  • Accurately document client interactions while managing multiple tasks.
  • Meet productivity goals and maintain high-quality service standards.
  • Develop a working knowledge of our products and services.
Qualifications:
  • 3-5 years of call center experience preferred.
  • HVAC or plumbing industry experience is a plus.
  • Ability to type 45+ WPM while talking and multitasking.
  • Proficient with Microsoft Suite; Service Titan experience is a plus.
  • Strong communication, problem-solving, and customer service skills.
  • Bilingual (Spanish) is a plus.


Physical Requirements:

Ability to sit for extended periods with clear speech and listening abilities.
#SCC

Pay Range

$20-$24 USD

About Service Champions:

A career with Service Champions can change your life. Recognized as one of Orange County's top places to work, many of our employees have shared that they love working here and the success it has brought them.

You can be proud to be a part of Service Champions. We are a nationally recognized residential heating and air conditioning company that serves Southern California homeowners. Because our clients love our service and friendliness, we continue to grow at a rapid pace, which means terrific opportunities for people with a great attitude and a heart for service.

We are an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws. Additionally, we will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the California Fair Chance Act and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

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Client Services Associate

90079 Los Angeles, California The TCW Group

Posted 2 days ago

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Position Summary

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.

Essential Duties

  • Serve as the primary point of contact for clients and their consultants, addressing their needs and building strong relationships.
  • Respond promptly and accurately to client inquiries and requests for information, providing timely and effective solutions.
  • Prepare and deliver regular and ad-hoc investor materials, including marketing presentations, performance reports, and data analysis.
  • Manage and process client-related administrative and operational tasks, including account onboarding, transactions, and reporting.
  • Coordinate with internal departments (Distribution, Investment Operations, Compliance, Legal,) to facilitate client requests, resolve issues, and ensure seamless service delivery.
  • Liaise with fund partners and administrators to support client orders, resolve discrepancies, and ensure accurate transaction processing.
  • Assist with all aspects of the marketing and fundraising cycle for new alternative investment funds and related vehicles.
  • Support the completion of due diligence questionnaires and the management of investor inquiries and data rooms.
  • Identify opportunities to improve processes, enhance efficiency, and provide a superior client experience.
Required Qualifications
  • Bachelor's degree.
  • 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations.
  • Solid working knowledge and understanding of capital markets and alternative investments.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills (e.g., data analysis, reporting).
  • Strong analytical, problem-solving, and project management skills.
  • Excellent written and verbal communication skills, with the ability to present information clearly and professionally.
  • High level of organizational skills and attention to detail, with a focus on accuracy.
  • Ability to prioritize tasks, manage time effectively, and work well under pressure in a fast-paced environment.
Professional Skills Qualifications
  • Proactive and self-motivated with the ability to work independently and as part of a team.
  • Strong teamwork and interpersonal skills, with the ability to build effective relationships.
  • Passion for providing exceptional client service and exceeding client expectations.
Desired Qualifications
  • Series 7 and 63
  • Prior experience in alternative investments client service, investor relations, or fundraising.
  • Familiarity with alternative investment platforms or CRM systems.


Estimated Compensation:

Base Salary: For CA based positions, the base salary range is $80k - $95k . This represents base salary range only.

Other Compensation : In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

Benefits: Eligible for TCW's comprehensive benefits package. See more information here.

#LI-JS1
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Client Services Consultant

90079 Los Angeles, California Dragonflyhealth

Posted 2 days ago

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Join to apply for the Client Services Consultant role at Dragonfly Health 1 week ago Be among the first 25 applicants Join to apply for the Client Services Consultant role at Dragonfly Health Get AI-powered advice on this job and more exclusive features. Description Dragonfly Health - A great place to land Dragonfly Health is the leading care-at-home data, technology and service platform, and the industry’s first scale durable medical equipment (DME) and pharmacy solution. Built on a 20-year history, Dragonfly Health uses advanced technology and robust analytics to manage DME and pharmaceutical services as part of a single, efficient solution for caregivers, patients, and their families. We serve over 145,000 patients every day in all 50 states. Job Details Description Dragonfly Health - A great place to land Dragonfly Health is the leading care-at-home data, technology and service platform, and the industry’s first scale durable medical equipment (DME) and pharmacy solution. Built on a 20-year history, Dragonfly Health uses advanced technology and robust analytics to manage DME and pharmaceutical services as part of a single, efficient solution for caregivers, patients, and their families. We serve over 145,000 patients every day in all 50 states. Here, you are an integral part of a team that is transforming the future of hospice and post-acute healthcare. This is where innovation, collaboration and compassion thrive, allowing us to carry out our work at the highest level to serve our patients at a time in their life when they need us most. We offer a dynamic and inclusive workplace where you'll have the unique opportunity to shape the future of healthcare alongside a passionate and talented team. We believe in empowering our employees to grow both personally and professionally, providing ample opportunities for career advancement, continuous learning, and skill development. Dragonfly Health is our name for a reason. The dragonfly is symbolic of the transformational impact we’re making on the industry, our people, and the lives we touch. We are a guiding force for what’s ahead, delivering more than equipment and medications, but also comfort and peace of mind. We are agile and adaptable, able to quickly and easily pivot from one point to the next, ready for whatever situation or patient need that arises. What We Offer Whatever it takes. Wherever it takes us. Competitive Pay Comprehensive Benefits Package (Health, Dental, Vision, PTO, Sick Time, 401k w/match, etc.) Growth Opportunity and Career Advancement Agile and Adaptable team culture Innovative and revolutionary technology solutions A higher calling to provide quality patient care See how Dragonfly Health is transforming the world of hospice and post-acute care. What You Will Do Build and maintain client relationships through calls, emails, and in-person meetings while documenting interactions in CRM. Attend conferences and client meetings to strengthen relationships and generate leads for prospective clients. Manage client contracts, ensuring renewals and agreements align with company goals and client needs. Collaborate with internal teams to support smooth client implementation and provide ongoing education. Monitor client progress, claims, and provider interactions, offering insights and recommendations for improvement. What We Look For Education: Bachelor’s degree in Marketing, Finance, Business, Healthcare, or a related field. Experience: At least one year in sales or account management; 3-4 years preferred. Hospice, healthcare, or DME industry experience is strongly preferred. Sales & Client Management: Strong knowledge of sales communication techniques, value-based selling, and account management. Project & Training Experience: Experience managing projects from inception to implementation and conducting training sessions preferred. Industry Knowledge: Familiarity with hospice, PACE, SNF, and durable medical equipment operations. Skills: Excellent communication, presentation, and interpersonal skills; strong time management and organizational abilities. Work Environment: Ability to work independently from a home or corporate office to achieve objectives. Why Client Service Consultants are important This position is crucial for building and maintaining strong client relationships , ensuring exceptional service delivery, and driving business growth. By acting as a key liaison between the company and its clients, this role helps identify customer needs, provide tailored solutions, and enhance overall satisfaction. Additionally, it supports sales efforts, account management, and client training , ensuring smooth implementation and ongoing success. With expertise in healthcare, hospice, and durable medical equipment, this position plays a vital role in optimizing operations , driving revenue, and fostering long-term partnerships . Let's soar together Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Other Industries Hospitals and Health Care, Non-profit Organizations, and Government Administration Referrals increase your chances of interviewing at Dragonfly Health by 2x Get notified about new Client Services Consultant jobs in Louisiana, United States . Customer Service Representative - Remote New Orleans, LA $31,824.00-$5,968.00 1 month ago Reservationist/Customer Service - Remote Gameday Customer Service Representative (part-time, seasonal) New Orleans, LA 52,500.00- 71,250.00 1 month ago Customer Relations Representative - State Farm Agent Team Member Remote Customer Service Agent - Travel Department Absence Customer Experience Specialist - Louisiana Customer Experience Specialist II - Bilingual Customer Relations Representative - State Farm Agent Team Member Work From Home - Client Services Representative 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

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Client Services Representative

92728 Fountain Valley, California VCA Animal Hospitals

Posted 2 days ago

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Job Description

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.

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Client Services Coordinator

90079 Los Angeles, California Confidential Jobs

Posted 2 days ago

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Role: Client Services Coordinator

Company: Confidential | Leading Innovative Global Real Estate Firm

Supporting : Property Management Team

Location: Playa Vista, CA (Onsite)

Schedule: MondayFriday, 9:00 AM5:00 PM

Employment Type: Temp-to-Hire

Compensation: $25$0/hour (Temp) | Salary target: 70K 75K (Full-Time)

Key Responsibilities:

  • Provide general administrative support and assist with office operations
  • Maintain accurate records and update spreadsheets and systems
  • Communicate with vendors and support billing inquiries
  • Help ensure timely processing of financial tasks
  • Assist with office upkeep, supply ordering, and occasional reception support

Qualifications:

  • Bachelors degree required
  • 24 years of experience in office administration, accounts payable, or related roles
  • Strong organizational skills and attention to detail
  • Comfortable working with numbers and financial processes
  • Excellent communication skills and ability to work independently
  • Experience in property management or commercial real estate is a plus but not required

About Us:

Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here:

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Coordinator, Audits & Client Services

90079 Los Angeles, California Warner Music

Posted 1 day ago

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Job Description:

At Warner Music Group, we're a global collective of music makers and music lovers, tech innovators and inspired entrepreneurs, game-changing creatives and passionate team members. Here, we turn dreams into stardom and audiences into fans. We are guided by three core values that underpin everything we do across all our diverse businesses:

? Curiosity: We do our best work when we're immersing ourselves in culture and breaking through barriers. Curiosity is the driving force behind creativity and ingenuity. It fuels innovation, and innovation is the key to our future.

? Collaboration: Making music and bringing it to the world is all about the power of originality amplified by teamwork. A great idea, like a great song, travels globally. We ignite passions and build connections across our diverse community of artists, songwriters, partners, and fans.

? Commitment: We pursue excellence for our team and our talent. Everything in music starts with a leap into the unknown, and we're committed to keeping the faith, acting with integrity, and delivering on our promises.

WMG is home to a wide range of artists, musicians, and songwriters that fuel our success. That is why we are committed to creating a work environment that actively values, appreciates, and respects everyone. We encourage applications from people with a wide variety of backgrounds and experiences.

Consider a career at WMG and get the best of both worlds - an innovative global music company that retains the creative spirit of a nimble independent.

Job Title: Coordinator, Audits & Client Services

A little bit about our team:

Audits & Client Services is an inter-departmental discipline that touches royalties, copyright, mechanical licensing, income tracking, finance and business and legal affairs, interacting with co-workers at all levels, in order to best serve Warner Chappell's writers. The broad scope of work offers a fantastic opportunity to learn about all aspects of music publishing. This team is small but is entrusted and relied upon by executives to complete important and sensitive work. As half the department, the Coordinator will be expected, in time, to perform audit analysis autonomously and make meaningful, substantive contributions.

Your role:

  • This role provides meaningful exposure to all aspects of the business, making it an ideal training ground for a career in publishing.

Here you'll get to:

  • Research audit claims and assist in preparation of audit responses.

  • Help conceive, create and distribute reports and analyses to clients/writers.

  • Plan and schedule fieldwork and liaise with external auditors during fieldwork.

  • Coordinate multiple open projects simultaneously with varying deadlines

  • Collaborate internally with multiple departments in order to solve claims

  • Be an essential part of a small team.

  • Have the ability to safeguard confidential and proprietary information.

About you:

  • Experience using Microsoft Excel and Google Workspace

  • Excellent critical thinking skills.

  • Skills to analyze, extract & manipulate data from high volume data files

  • Strong reading comprehension, verbal and writing skills.

  • Can effectively communicate internally and/or externally in a manner consistent with the company's Code of Conduct and core values.

We'd love it if you also had:

  • You have a love of healthy, professional debate.

  • You have a drive to find answers to challenging problems.

  • You have pride in a job well done.

  • You have an affinity for math and logic.

  • Read and understand materials and documents and have the ability to recognize and extract critical data and information.

  • Work at and utilize all necessary functions of a computer in order to complete all the essential duties and responsibilities of the position.

  • At least one (1) year of experience in audits, royalties, accounting, or finance.

  • Familiarity with Power Query, Alteryx and Tableau.

  • Basic understanding of music publishing.

About us:

At Warner Chappell Music (WCM), we shape the culture of songwriting and champion songs that resonate for generations by creating transformational opportunities for songwriters everywhere. Our people and culture are at the epicenter of our company, and we are looking for team members who share our service-oriented mindset and have a passion for looking after our songwriters.

As the global music publishing arm of Warner Music Group (WMG), we're a collective band of music lovers, innovative connectors, and relentless supporters of our songwriters and catalog of iconic works. We lead with curiosity, collaborate across departments, borders, languages, and genres, and we're committed to delivering on the promises we make to each other and to our songwriters.

As the home to 10K Projects, Asylum, Atlantic Music Group, East West, FFRR, Fueled by Ramen, Nonesuch, Parlophone, Rhino, Roadrunner, Sire, Warner Records, Warner Classics, and several other of the world's premier recording labels, Warner Music Group champions emerging artists and global superstars alike. And our renowned publishing company, Warner Chappell Music, represents genre-spanning songwriters and producers through a catalogue of more than one million copyrights worldwide. Warner Music Group is also home to ADA, which supports the independent community, as well as artist services division WMX. In addition, WMG counts film and television storytelling powerhouse Warner Music Entertainment among its many brands.

Together, we are Warner Music Group: Independent Minds. Major Sound.

Love this job and want to apply?

Click the "Apply" link at the top of the page, or apply directly with your LinkedIn. Applying with LinkedIn will import all of the information you put in your profile, but will still allow you to upload a resume and cover letter.

Don't be discouraged if you don't hear from us right away. We're taking our time to review all resumes, and to find the best people for WMG.

Thanks for your interest in working for WMG. We love it here, and think you will, too.

#LI-Onsite

This position will require being in the office 4 days a week. We believe that an in-office presence is critical for talent development, collaboration and building strong relationships.

Salary Range

$22.00-$25.65/hour

Salary ranges are included for job postings where required by law. The actual base pay is dependent upon many factors, such as work experience and business needs. The pay range is subject to change at any time dependent on a variety of internal and external factors.

Warner Music Group is an Equal Opportunity Employer.

Links to relevant documents:

2025 Benefits At A Glance final.pdf (

EVerify Participation Poster.pdf

Right To Work .pdf (

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Rep., Client Services (CPD)

90806 Long Beach, California The ODP Corporation

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**Overview**
Responsibilities
The primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as: order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. This person is responsible to resolve all basic internal and external customer issues as well as identifying add-on business opportunities. The CSR will act as liaison between external customer and internal organization and will work to gather and compile customer database and follow-up information.
Qualifications
Associate's degree or equivalent experience and minimum 1-2 years' experience.
Other Information
+ Must possess the ability to effectively work as a team member in a professional work environment; must demonstrate sound judgment.
+ Must be able to plan, prioritize and implement detailed instructions in a timely and efficient manner with exceptional organizational skills.
+ Must possess the ability to listen actively, analyze customer and employee needs through effective communication and listening skills.
+ Must be detail-oriented, with the ability to quickly organize, multi-task and process paperwork in a fast-paced environment.
Equal Employment Opportunity
Office Depot and OfficeMax is committed to providing equal employment opportunities in all employment practices. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, lactation and related medical conditions), gender (including gender identity and expression), ancestry, national origin, citizenship status, marital status (including registered domestic partnership status), age, physical or mental disability, medical condition, genetic information, military and veteran status, sexual orientation or any other characteristic protected by federal, state or local law.
We will consider for employment qualified applicants with arrest and conviction records.
How to Apply
Click the Apply Now button and follow the instructions on each page. When you have completed the application, click the submit button.
Pay, Benefits & Work Schedule: The salary range for this role is 15.20 to 25.84, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.
Office Depot and OfficeMax offers competitive salaries, a benefits package, which includes a 401(k) and more, along with plenty of opportunity to move and grow within our organization! For immediate consideration for this exciting position, please click the Apply Now button.
Fair Chance Ordinance
We will consider for employment qualified applicants with arrest and conviction records. City & County of San Francisco Fair Chance Ordinance ( 93419
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Sr Client Services Specialist

92659 Newport Beach, California CalPrivate Bank

Posted 1 day ago

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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

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