1203 Customer Service Representatives jobs in Pomona
Client Services Associate
Posted 4 days ago
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Job Description
Job Summary: We are seeking a dedicated Client Services Associate to support our financial consultants in providing excellent customer service to our clients. You will work closely with our staff, preparing documents before client meetings, organizing sales and presentation materials, compiling meeting notes, and setting up client access for new accounts. On a daily basis, you will also handle other administrative tasks, such as answering phone calls emails, sending deadline reminders to consultants, and updating our client database.
Duties and Responsibilities
- Compile and update necessary documents and contracts
- Prepare presentation materials
- Gather meeting notes and input them to client files
- Obtain and process all client information and transactions
- Create new accounts and maintain client portfolios
- Perform administrative and clerical duties as necessary
Requirements and Qualifications
- High school diploma or equivalent; associate or bachelor's degree in business, finance, or related field preferred
- Experience as a Client Services Associate or other administrative role in the financial industry a plus
- Proficient in Microsoft Office
- Strong communication and organizational skills
- Detail-oriented
- Comfortable working independently
- Exceptional customer service skills
Company Details
Client Services Assistant
Posted 3 days ago
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Job Description
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)
Client Services Representative
Posted 3 days ago
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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
Client Services Representative
Posted today
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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
Client Services Specialist
Posted today
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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.
- 1 year of call center or customer service experience
- Proficiency with Microsoft Office
- High School diploma or GED required
- A passion for delivering top-tier service
- Strong communication, organizational, and problem-resolution skills
- A keen attention to detail and follow-through
- Experience in banking or financial services
- College degree or equivalent experience
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
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 .
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.
Client Services Representative
Posted today
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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.
Client Services Team Lead
Posted 3 days ago
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Job Description
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 Specialist I
Posted today
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About Us
Founded in 2011, Fulgent has evolved into a premier, full-service genomic testing company built around a foundational technology platform.
Through our diverse testing menu, Fulgent is focused on transforming patient care in oncology, anatomic pathology, infectious and rare diseases, and reproductive health. We believe that by providing a wide range of effective, flexible testing options in conjunction with best-in-class service and support, we can redefine the way medicine is managed for patients and clinicians alike.
Since integrating with our therapeutic development business, Fulgent is also developing drug candidates for treating a broad range of cancers using a novel nanoencapsulation and targeted therapy platform. By merging our fields of expertise, we aim to become a fully integrated precision medicine company.
Summary of Position
Fulgent Genetics is looking for good problem solvers who are also energetic, customer-oriented, and dependable to join our Client Services team. You will be the hub across all departments: clinical lab, R&D, sales, and insurance teams to coordinate prompt handling of orders, fulfillment, and test results. This is an exciting opportunity for both recent grads and career change candidates. You will gain insights into all aspects of how a start-of-the-art genetic lab is run and how new products are developed. You will learn first-hand from our professional cross-functional teams' new discovery and testing processes.
Key Job Elements
- Review and verify patient information on documentation received for each case.
- Scan in paperwork for cases received.
- Enter data on patient information sheet to CRM system.
- Provide daily email and phone support to our customers: physicians, clinics, medical staff and patients regarding products/services inquiries, tests results, service concerns or issues.
- Maintain client services quality control through communication and problem solving with our Labs, Sales team, and ordering clients/patients to ensure test order accuracy and prompt service delivery.
- Coordinate logistics for sample deliveries and pick-ups.
- Maintain strict confidentiality and adheres to all HIPAA guidelines/regulations.
- Document and maintain accurate records of verbal communication with customers: physician's offices, medical facilities, medical staff and patients.
- Coordinate with the sales team on enrolling and educating new clinics on the testing process and provide support to existing accounts.
- Document all feedback and suggestions from clients and sales representatives with the goal of making constant improvements to department and company practices in mind.
Knowledge/Experience
- HS Diploma required
- AA/AS or BS/BA preferred.
- 0-2 years of experience of data entry and client support experience in healthcare industry.
- Experience with CRM systems, such as Sales Force or Siebel.
- Knowledge of PHI and HIPPA guidelines.
- Knowledge of medical terminology preferred.
- Typing speed of at least 60 wpm.
- Excellent writing, verbal and interpersonal communication skills.
- Strong Office Suite skills: Word and Excel.
- Excellent project organization skills
- Ability to establish priorities, work independently, and proceed with objectives with no supervision.
- Ability to work collaboratively in a cross-functional team environment.
- Ability to multi-task and handle deadlines.
- Ability to actively listen and anticipate customer needs.
- High Attention to detail.
Environment
Fulgent Therapeutics LLC is an Equal Employment Opportunity Employer. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position.
For California residents, please see the link below to access our CCPA Privacy Notice.
Please note that Fulgent (and its affiliated companies, including Inform Diagnostics and CSI Laboratories) does not accept unsolicited information and/or resumes from search firms or agencies for our job postings.
Client Services Consultant II
Posted today
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Join to apply for the Client Services Consultant II role at MetLife Join to apply for the Client Services Consultant II role at MetLife Description and Requirements Location: Irvine CA preferred, open to Bellevue WA, Aurora IL, and Greenwood Village CO offices as well Requirements Description and Requirements Location: Irvine CA preferred, open to Bellevue WA, Aurora IL, and Greenwood Village CO offices as well The Role The Client Service Consultant (CSC) has overall accountability for the day-to-day administrative service support of multiple National Accounts clients. The CSC is part of an overall account team tasked with understanding the customers’ needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife. How You’ll Help Us Build a Confident Future (Key Responsibilities) Overall accountability for the day-to-day administration of multiple or complex clients, including: Responds to client requests and leads projects, provides clients with alternative solutions to requests and can identify possible plan design alternatives, acts as a liaison between the client and internal MetLife teams Collaborates and acts as a liaison with client's Third-Party Administrator to assist with problem resolution and trouble shooting Responsible for providing exceptional customer service thru ongoing customer delivery and client satisfaction Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas and presentations, leads client account audits and strategic planning process and partners with financial team in completion of client reports. Project leader for the implementation of new clients and addition of MetLife product lines to existing clients Serves as a key resource and may serve as a subject matter expert to Customer Unit and National Accounts Partners with Proposal Unit to research and respond to RFP questionnaires Understands the detailed components and provisions in legal agreements between MetLife and the client and assists in facilitating the execution of contracts to ensure compliance Leads cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness Comprehends competitors’ products, industry trends and legal developments impacting business Firm knowledge of MetLife’s group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems What You Need To Succeed (Required Qualifications) 3-5 years of related experience Extensive experience managing complex client accounts and relationships Excellent organizational, interpersonal, and communication skills, both written and verbal Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness. Preferred: BS/BA degree and 5-7 years of experience The expected salary range for this position is $63,500 - $7,400. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies", Fortune World’s 25 Best Workplaces for 2024, as well as the 2025 Fortune 100 Best Companies to Work For , MetLife , through its subsidiaries and affiliates, is one of the world’s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible . Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law (“protected characteristics”). If you need an accommodation due to a disability, please email us at This information will be held in confidence and used only to determine an appropriate accommodation for the application process. 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Client Services Consultant II
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Job Description
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
- 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