1152 Senior Customer Support Roles jobs in Santa Ana

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

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

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

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

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

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
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• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
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• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

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.

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)

• 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.

• 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.

• 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.

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

Join 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.

• 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.

• 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.

• Must have a minimum of a GED or a High school diploma.

• 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.

• Valid California Driver's License and State mandated vehicle insurance, and registration.
• General office equipment

• Limited if needed

• 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

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