Client Services Coordinator

92713 Irvine, California CBRE

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Job Description

About the Role:

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

What You'll Do:

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

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
  • High school diploma.
  • 3+ years with providing administrative support to teams of professionals
  • 2+ years in the Real Estate industry preferred.
  • Ability to calculate figures such as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct basic financial analysis.
  • Strong problem solving, interpersonal and organizational skills.
  • Experience with Microsoft Office Suite required.
  • Ability to edit templates in Power Point and/or InDesign.
  • Strong marketing knowledge desirable.

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE?

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

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation

CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Client Services Coordinator position is $28.85 per hour and the maximum salary for the Client Services Coordinator position is $33.18 per hour. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).

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

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

91758 Ontario, California CBRE

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Job Description

Client Services Assistant
Job ID
229321
Posted
15-Jul-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Administrative, Marketing, Sales Support
Location(s)
Ontario - California - United States of America
**About the Role:**
As a Client Services Associate you will provide general administrative support to an office or group of sales professionals. The Client Services Associate collects, compiles, and analyzes sophisticated data and information and creates straightforward written descriptions of results.
**What You'll Do:**
+ Capture documentation to complete voucher forms and process Brokers' commission payments.
+ Maintain CBRE brand client messaging by applying templates to produce marketing materials.
+ Answer, screen, and advise incoming telephone calls.
+ Respond to general inquiries and provides information as needed, while maintaining confidentiality.
+ Read and route incoming mail. Compose and prepare routine communications, faxes, and emails for sales professionals.
+ Maintain and update relevant databases and assists with website updates.
+ Coordinate and maintain filing system and other records.
+ Coordinate schedules and appointments for sales team members.
+ Attend Sales team meetings to record meeting minutes or action items.
**What You'll Need:**
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
+ High school diploma.
+ 2 years' of experience providing support to teams of professionals
+ Sales or Marketing experience preferred.
+ Ability to write routine reports and communications.
+ Ability to calculate figures such as percentages, discounts, and commissions.
+ Ability to conduct basic financial analysis.
+ Requires basic analytical skills.
+ Microsoft Office Suite, internet research, and web publishing skills required.
+ Ability to edit templates in Power Point and/or InDesign.
+ Basic knowledge of accounting and marketing preferred.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE?**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
CBREcarefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Client Services Assistant position is $24.04 per hour and the maximum salary for the Client Services Assistant position is $26.45 per hour. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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Client Services Representative

91017 Monrovia, California letsgetchecked.com

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Job Description

LetsGetChecked is a global healthcare solutions company that provides the tools to manage health from home through health testing, virtual care, genetic sequencing, and medication delivery for a wide range of health and wellness conditions. LetsGetChecked's end-to-end model includes manufacturing, logistics, lab analysis, physician support, and prescription fulfillment. Founded in 2015 and co-headquartered in Dublin and Atlanta, LetsGetChecked empowers people to take control of their health and live longer, happier lives.As a Client Services Representative at LetsGetChecked, you'll be at the forefront of our client experience, playing a crucial role in delivering exceptional customer service and support. You'll serve as the primary point of contact for our clients, guiding them through our services, addressing their inquiries, and ensuring a positive and seamless journey with our health testing solutions. Your empathy, problem-solving skills, and commitment to client satisfaction will be key to helping individuals achieve their health and wellness goals.Key ResponsibilitiesClient Support: Provide friendly, professional, and empathetic assistance to clients across various channels, including phone, email, and live chat. Address a wide range of inquiries, concerns, and requests related to health testing, results, and logistical matters.Product Knowledge: Develop and maintain a comprehensive understanding of LetsGetChecked's diverse health testing products and services. Educate clients on test options, procedures, and assist them in interpreting their results.Order Processing: Guide clients through the order placement process, assist with scheduling tests, and ensure accurate and timely order processing and shipment tracking.Problem Resolution: Proactively investigate and effectively resolve client issues and concerns in a timely manner. Collaborate seamlessly with other internal departments to find solutions for more complex client cases.Client Communication: Deliver clear, concise, and timely communication regarding test results, delivery times, and any other relevant information. Follow up with clients to confirm their needs have been met and issues have been fully resolved.Quality Assurance: Actively participate in maintaining and continuously improving the quality of our client service operations. Identify opportunities for process enhancements and provide constructive feedback to management.Documentation & Reporting: Maintain accurate, detailed, and organized records of all client interactions and cases within our systems. Generate regular reports and share valuable insights with the Client Services Manager to support continuous improvement.Client Feedback: Collect and relay client feedback to the relevant internal teams, including product development, marketing, and quality control. Help identify emerging trends and areas for improvement based on client insights.QualificationsHigh school diploma or equivalent; additional education or certifications in client services, healthcare, or a related field is a strong plus.Proven experience in a client services, customer support, or similar role, preferably in a fast-paced environment.Exceptional communication and interpersonal skills, with a genuine customer-centric approach that prioritizes client needs.Strong problem-solving and conflict-resolution abilities, with a knack for de-escalating situations and finding effective solutions.Highly detail-oriented with the ability to effectively manage multiple tasks, prioritize, and meet deadlines.Familiarity with CRM systems and client support software is an advantage.A strong sense of empathy and a genuine desire to help clients achieve their health and wellness goals.Benefits: Alongside an hourly rate of $19 - $21, we offer a range of benefits including: Health, dental & vision insurance401k Matching contributionEmployee Assistance ProgrammeAnnual Compensation ReviewsFlexible PTO Policy and 3 paid volunteer days per yearFree monthly LetsGetChecked tests as we are not only focused on the well being of our patients but also the well being of our teamsA referral bonus programme to reward you for helping us hire the best talentInternal Opportunities and Careers Clinics to help you progress your careerMaternity, Paternity, Parental and Wedding leave#LI-EF1 #LI-OnsiteWhy LetsGetCheckedAt LetsGetChecked, we are revolutionizing healthcare by making it more accessible, convenient, and personalized. Our mission is to empower individuals with the knowledge and tools they need to manage their health proactively, so they can live longer, happier lives.By joining our team, you will be part of a dynamic and innovative company that is dedicated to improving lives through cutting-edge technology and compassionate care. We value our employees and invest in their growth, offering opportunities for professional development and career advancement. Together, we can make a meaningful impact on the future of healthcare and help people take control of their health journey. Join us in our commitment to transforming healthcare for the better.Our Commitment to Diversity, Equity, and InclusionAt LetsGetChecked, we are committed to fostering an inclusive environment that celebrates diversity in all its forms. We believe that the diversity of thought, background, and experience strengthens our teams and drives innovation. We are an equal-opportunity employer and do not discriminate on the basis of race, ethnicity, religion, color, place of birth, sex, gender identity or expression, sexual orientation, age, marital status, military service status, or disability status. Our goal is to ensure that everyone feels valued and empowered to thrive.To learn more about LetsGetChecked and our mission to help people live longer, healthier lives please visit

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Client Services Specialist

92713 Irvine, California Vaco

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Job Description

Job Title: Client Services Specialist
Location: Hybrid Schedule (3 days remote, 2 days on-site) in Dallas, TX
Duration : Ongoing 4-6 month contract

Job Description:
We're looking for individuals who are not only professional and polished communicators but also culture contributors-those who bring curiosity, empathy, and drive to every interaction. Personality and presence matter here-these are roles where your character shines brighter than your resume.

This is a great opportunity to work within a dynamic, supportive team and be part of a mission-driven organization that values excellence and client satisfaction.

What You'll Be Doing

As a Client Services Specialist, you will be at the frontline of client support-empowering financial professionals and customers by resolving complex issues and providing outstanding service across all areas of the business.
  • 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.
What We're Looking For
  • 1 year of call center or customer service experience
  • Proficiency with Microsoft Office
  • High School diploma or GED required
Bonus Points For
  • 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
What Makes You a Great Fit

Our most successful team members bring the following qualities:
  • 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
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.
  • 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 .
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
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Client Services Representative

92808 Anaheim, California Boundless Promotions

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Job Description

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.

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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 Coordinator

92713 Irvine, California FirstService Residential Careers

Posted 2 days ago

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Job Description

Description

Job Overview:
The Client Services Coordinator (CSC) will support the General Manager through timely completion of assigned administrative and project duties. This position will include one Master Association, which will involve working closely with different departments, homeowners, and board members. A CSC generates reports, processes architectural applications, issues work orders, assists with projects, conducts onsite weekly property inspections and handles client phone calls on a daily basis.

Compensation: $25-27/hr

FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future.

Your Responsibilities:
  • Understand and have great knowledge of Association Documents - governing documents, rules and regulations, architectural standards, etc.
  • Review and recommend revisions to the Architectural Standards annually.
  • Review and recommend revisions to the Enforcement Policies annually.
  • Take client calls, manage work order process, interact with vendors, and resolve client matters.
  • Update and produce requested reports for board packets in a clean, orderly, and professional fashion within timeline provided by GM and/or Supervisor.
  • Maintain, and update accurate historical data and legacy files when applicable.
  • Consistent use and maintenance of Connect, including, but not limited to; Violation, Work Order, Architectural, Task, and Calendar modules, Property Call Log, "Info Center", Smart Webs and Community Profile as needed
  • Maintain connect resident portal and front facing website to remain current and informative.
  • Draft and manage weekly e-blast to the membership with content approval from the General Manager.
  • Partner with General Manager to create content for Newsletters and other membership related communications.
  • Design and prepare a New Homeowner Welcome Packet to be updated quarterly.
  • Support the General Manager as needed to include, but not limited to Board Packets, proposals, annual election process, and Delegate engagement.
  • Coordinate with assigned GM to prepare monthly Outlook calendars for deadlines, reports, processes, and standing meetings.
  • Review, input, separate and handle all mail for assigned GM.
  • Fax and/or scan and email documents as requested by GM.
  • Coordinate all meeting logistics as required.
  • Submit all charge-backs for association(s) via chargeback systems, including but not limited to violation fines, and architectural submission fees per the client's management contract.
  • Conduct on-site inspections weekly for violation enforcement and architectural compliance.
  • Prepare for, provide recommendations, and lead all Architectural Meetings with the Architectural Committee. Process meeting follow up consistent with Association's policies.
  • Prepare for, provide recommendations, and lead all Enforcement Meetings with the Board of Directors. Process meeting follow up consistent with Association's policies.
  • Organize and maintain all homeowner and administrative files and perform annual association file cleanout in accordance with company standardized document retention policy, or at the direction of the GM.
  • Maintain and upload documents to ADRC/Connect as requested by GM, or Supervisor per company policy.
  • Assist GM in all administrative duties, including, but not limited to; scanning, copying, and emailing of documents as a backup to the Administrative Staff where assistance is deemed necessary by Supervisor.
  • Maintain an organized workspace according to company procedures.
  • Greet walk-in clients as appropriate.
  • Complete company training as assigned, attend all mandatory company functions and adhere to FirstService Residential operational procedures
  • Manage client meetings, site visits, meeting follow-up, violation communication and overall processes for addendum accounts as assigned.
  • Manage violation module, and issue written correspondence for non-addendum accounts at the direction of the GM.
  • Complete payroll entries each day in accordance with employee handbook.
  • Must have reliable transportation and be able to drive to other work locations.
  • Practice and adhere to FirstService Residential Global Service Standards.
  • Conduct business at all times with the highest standards of personal, professional and ethical conduct.
  • May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
  • Ensure all safety precautions are followed while performing the work.
  • Follow all policies and Standard Operating Procedures as instructed by Management.
  • Perform any range of special projects, tasks and other related duties as assigned.
  • Other duties as assigned.
Skills & Qualifications:
  • Ability to work under tight deadlines and consistently meet deadlines.
  • Exhibit professionalism, professional attire and demeanor at all times.
  • Maintain reliable transportation to assigned clients.
  • Demonstrates effective communication skills consisting of oral, written and listening skills.
  • Demonstrates problem-solving abilities.
  • Ability to draft correspondence and respond to inquiries and client concerns effectively and independently.
  • Must be proficient with computer programs needed for specific position including Microsoft Outlook, Word, Excel, and Power Point.
  • Demonstrates organizational skills and ability to independently prioritize daily workload.
  • Must have minimum typing speed of 40 WPM.
  • Must work effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments; keeping others informed of work progress, timetables and issues; addressing problems and issues constructively to find mutually acceptable and practical business solutions; addressing others by name, title or other respectful identifier, and; respecting the diversity of our workforce in actions, words and deeds.
Education & Experience:
  • Must have a minimum of a GED or a High school diploma.
Physical Requirements and Working Environment: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Must be able to lift 25 lbs.
  • Must be able to sit for extended periods of time.
  • Must have finger dexterity for typing/using a keyboard.
  • Talking and hearing occur continuously in the process of communicating with guests, supervisors, vendors and our clients
  • Valid California Driver's License and State mandated vehicle insurance, and registration.
  • Ability to walk extensive slope and/or flat association areas and visually review landscape, building areas, recreation facilities, parks etc. to ensure proper maintenance.
  • Ability to work late into evenings as required for board meeting attendance.
This is a full-time position with typical scheduled hours, Monday through Friday, 8:00 a.m.5:00 p.m. May be required to work overtime as needed and approved by supervisor, including occasional evening meetings. Consistent and regular attendance required.

Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs.

Tools & Equipment Used:
  • Valid California Driver's License and State mandated vehicle insurance, and registration.
  • General office equipment
Travel:
  • Limited if needed
What We Offer:
  • Medical, dental, and vision plans (full time and part time 30+ hours)
  • Part time 20+ hours qualify for dental and vision
  • 401K match
  • Time off including vacation, sick, and company paid holidays
  • Pet insurance available
  • Verizon discount
  • Tuition reimbursement
  • Legal services
  • Free emotional wellbeing and daily life assistance support for all associates
  • Domestic partner coverage
  • Health savings account
  • Flexible spending account


About Us:

FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.

Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.

Experience exceptional service with a fulfilling career in property management with FirstService Residential.

To learn more about our company and culture, please visit

Disclaimer

The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.

FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.
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Client Services Team Lead

91758 Ontario, California CBRE

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Job Description

Client Services Team Lead
Job ID
219940
Posted
12-May-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Administrative, Marketing, Sales Support
Location(s)
Ontario - California - United States of America
**About the Role:**
Improves the efficiency and delivery of services to clients by planning, scheduling, and coordinating the marketing and sales support functions for a team. Performs work related to CBRE's general business operations, interprets, and implements CBRE departmental policies and procedures, formulates and implements new procedures and processes within the team consistent with corporate objectives. Assists in administration of business affairs for the Sales and Marketing departments.
**What You'll Do:**
+ Plan, coordinate, schedule and lead all aspects of the activities of the Sales team support members.
+ Improve sales team's efficiency through review, evaluation, and implementation of effective business processes.
+ Coordinate the tracking of office transactions (listings, sales/leases, expenses, client reimbursements, etc.).
+ Work with clients on property tours, resolve issues and inquiries.
+ Consult with the Sales Professionals and provide recommendations on marketing practices.
+ Coordinate the production of direct marketing campaigns that include property information materials.
+ Ensure team members compile data and coordination of marketing materials.
+ Assist with recruitment, advancement, corrective action, and termination of employees.
+ Provide input for staff member's performance review.
+ Mentor and coach junior sales team members to further development.
+ Provide informal technical mentorship and training to coworkers.
+ Coordinate and assign tasks to co-workers.
+ Set own project calendar timelines.
+ Guide a team through application of basic knowledge of practices and procedures.
+ Resolve problems by identify appropriate solutions to achieve team objectives.
+ Have direct impact on the team objectives as well as the objectives of related teams.
+ Ensure personal and team outcomes have a positive impact on customer objectives.
**What You'll Need:**
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
+ Associates degree (A.A.) required.
+ Experience providing administrative assistance to professionals.
+ Ability to identify and respond to conflicting priorities.
+ Real Estate industry experience.
+ Current state real estate license.
+ Strong interpersonal and analytical skills.
+ Ability to present materials and information.
+ Ability to calculate percentages, discounts, and commissions.
+ Ability to conduct basic financial analysis.
+ Ability to comprehend and interpret documents.
+ Requires logical and quantitative skills.
+ Experience with Microsoft Office Suite, internet research and web publishing skills.
+ Ability to edit basic templates in Power Point and/or InDesign preferred.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE?**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Client Services Team Lead position is $36.06 per hour and the maximum salary for the Client Services Team Lead position is $40.87per hour. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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Client Services Consultant II

92713 Irvine, California MetLife Services and Solutions, LLC

Posted today

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Job Description

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 to 97,400. 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 to 97,400
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Client Services Coordinator (Onsite)

92613 Orange, California DaVita

Posted 2 days ago

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Job Description

ABOUT THE JOB

Savills is looking for a Client Services Coordinator to join the team in our Orange County office. The role provides overall administrative support for real estate professionals. In addition to preparation of normal correspondence, the role is responsible for research and analysis of properties, preparation of marketing collateral, and submittal of accounting related data upon deal closure. The Client Services Specialist also assists with the maintenance of information in various sales databases and performs other routine office administrative roles.



RESPONSIBILITIES

  • Proactive in assessing the needs of the Professional and the client
  • Prepare correspondence, documents, Request for Proposals, reports, account invoices, etc. with direction from brokers and/or knowledge of company policies and procedures
  • Compose correspondence while maintaining confidentiality and utilizing correct grammar, punctuation and spelling
  • Prepare and produce marketing presentations and reports, while helping to develop ideas into designs using PowerPoint or InDesign, often with a short lead-time.
  • Create market surveys and tour books of available properties, including colleting necessary information from databases or individuals and arranging/scheduling the tour.
  • Maintain and update assigned agents' client/prospect databases
  • Provide information about the Company; screen and respond to internal and external inquiries of a less technical nature
  • Monitor action items and request dates for completion to ensure effective and timely completion of requests
  • Maintain and purge account files and records for assigned agents
  • Perform general administrative duties such as filing, schedule meetings and travel arrangements
  • Conduct research, assemble data, and perform special projects
  • Perform other related duties as assigned

QUALIFICATIONS

  • Bachelor's Degree or equivalent experience
  • Minimum three years related work experience supporting multiple people; real estate experience preferred
  • Ability to complete a high volume of tasks with minimal guidance or supervision
  • Strong organizational, interpersonal and communication skills
  • Detail oriented with the ability to respond effectively and efficiently while maintaining flexibility
  • Capacity to work successfully in a team environment, build effective working relationships inside and outside of the group
  • Strong proofreading and editing abilities
  • Thorough working knowledge of Microsoft Word, Excel, Power Point, and Outlook
  • Creative self-starter, multitask oriented

Specific software programs utilized in the performance of this role include:

  • Microsoft applications, including Word, Excel and PowerPoint
  • Outlook and other contact management, social media and email systems
  • InDesign
  • CoStar/Loopnet & AIR


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