<p><strong>About the Company</strong></p><p> Our client, a reputable financial services organization, is seeking a Client Services Associate to support advisors and clients by delivering high-quality service and administrative support. This role is essential in maintaining strong client relationships, ensuring accurate account administration, and supporting day-to-day operations in a highly regulated, client-focused environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients via phone, email, and in-person interactions</li><li>Respond to client inquiries related to accounts, transactions, documentation, and general service needs</li><li>Assist with account openings, maintenance, and updates, including processing required forms and documentation</li><li>Accurately enter and update client and account information in CRM and financial systems</li><li>Prepare and distribute client correspondence, statements, and account-related documentation</li><li>Coordinate with financial advisors, operations teams, and custodians to resolve client requests</li><li>Track service requests and follow up to ensure timely completion</li><li>Maintain compliance with firm policies, procedures, and regulatory requirements</li><li>Handle confidential client and financial information with discretion and professionalism</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Newport Beach, California. In this role, you will be responsible for delivering outstanding customer service, handling financial transactions, and assisting clients with their banking needs. This is a long-term contract position, offering an opportunity to make a meaningful impact within the banking industry.<br><br>Responsibilities:<br>• Process a range of financial transactions, such as deposits, withdrawals, loan payments, and transfers, while ensuring accuracy and adherence to banking policies.<br>• Provide prompt and attentive assistance to customers with inquiries regarding their accounts and available banking services.<br>• Actively promote and recommend banking products and services tailored to meet the needs of customers.<br>• Manage and reconcile a cash drawer, complying with established security and audit procedures.<br>• Educate customers on various banking options, including digital services and alternative channels.<br>• Address and resolve customer concerns effectively, ensuring a positive banking experience.<br>• Collaborate with team members to maintain smooth branch operations during busy periods.<br>• Uphold high standards of confidentiality and security in all customer interactions.<br>• Contribute to the achievement of branch goals by delivering exceptional service and support.
<p>We are looking for an <strong>engaging and highly organized Customer Service Representative</strong> to join a company that places a strong emphasis on client experience, professionalism, and teamwork. This role is perfect for someone who enjoys interacting with people, resolving concerns with patience, and helping clients navigate their questions with confidence. You’ll be working as part of a fast-moving environment where attention to detail and effective communication are key. If you take pride in staying organized, balancing several tasks at once, and maintaining a warm, approachable demeanor, this position offers an excellent opportunity to grow your customer service career in a supportive workplace.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer calls, emails, and messages in a professional and timely manner.</li><li>Document all customer interactions and maintain accurate account information.</li><li>Troubleshoot basic issues and escalate more complex concerns to the appropriate department.</li><li>Provide product/service information and guide customers through processes.</li><li>Follow up on open tickets to ensure resolution and positive customer experience.</li><li>Support internal teams by relaying customer needs and feedback.</li></ul>
<p>We’re hiring a <strong>friendly, patient, and solutions-driven Customer Service Representative</strong> who enjoys helping people and creating positive experiences. In this role, you’ll become a trusted resource for clients as they navigate questions, service needs, and product-related inquiries. We’re looking for someone who genuinely cares about problem-solving and understands the importance of communication done with accuracy and empathy. As part of a supportive and collaborative team, you’ll have the opportunity to make a significant impact on client satisfaction and long-term customer relationships. If you enjoy a role where each interaction matters and no two days feel exactly the same, this could be a wonderful fit.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer calls, emails, and messages in a professional and timely manner.</li><li>Document all customer interactions and maintain accurate account information.</li><li>Troubleshoot basic issues and escalate more complex concerns to the appropriate department.</li><li>Provide product/service information and guide customers through processes.</li><li>Follow up on open tickets to ensure resolution and positive customer experience.</li><li>Support internal teams by relaying customer needs and feedback.</li></ul>
<p><strong>About the Organization</strong></p><p> Our client, a mission-driven nonprofit organization, is seeking a Customer Service Representative to support community members by providing accurate information, guidance, and administrative assistance. This role serves as a key point of contact for individuals accessing programs and services and requires a strong commitment to customer service and community impact.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for community members via phone, email, and in-person interactions</li><li>Handle inbound and outbound calls related to programs, services, and general inquiries</li><li>Collect, enter, and maintain accurate participant information in internal databases and case management systems</li><li>Assist individuals with applications, forms, and general documentation</li><li>Provide clear information regarding available services, eligibility requirements, and next steps</li><li>Resolve inquiries professionally and escalate complex or sensitive matters as appropriate</li><li>Maintain detailed and accurate records while ensuring confidentiality</li><li>Collaborate with internal teams to support program operations and positive client outcomes</li><li>Uphold the organization’s mission, values, and commitment to equity and inclusion</li></ul><p><br></p>
<p>We are proud to represent a fast-growing, client-focused mortgage brokerage that is redefining the home financing experience. </p><p>As an Inside Sales Representative, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.</p><p>What You’ll Do</p><ul><li>Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships.</li><li>Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership.</li><li>Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service.</li></ul><p>What We’re Looking For</p><ul><li>Sales Savvy: Strong communication and relationship-building skills with a passion for helping people.</li><li>Goal-Oriented: Motivated by targets and thrives in a fast-paced environment.</li><li>Tech-Comfortable: Experience with CRM systems and digital communication tools.</li><li>Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services</li></ul><p> Why Join Us?</p><ul><li>Growth Potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications).</li><li>Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off!</li><li>Supportive Culture: Work with a team that values integrity, collaboration, and innovation.</li><li>Impactful Work: Help clients achieve one of life’s biggest milestones homeownership.</li><li>Competitive Compensation: Base pay plus performance incentives once hired on.</li></ul>
We are looking for a dedicated Customer Service Representative to join our team in Tustin, California. In this role, you will act as the primary point of contact for residents, ensuring their needs are met with attention to detail and care. This is a contract position offering a hybrid schedule, with a mix of remote and onsite work.<br><br>Responsibilities:<br>• Serve as the first point of contact for residents, addressing their inquiries and concerns with empathy and attention to detail.<br>• Handle both inbound and outbound calls related to maintenance requests and account-related matters.<br>• Provide detailed and accurate information about services to residents, ensuring their satisfaction.<br>• Resolve complaints or issues promptly and effectively to maintain positive resident relationships.<br>• Maintain detailed records of resident interactions, including inquiries, feedback, and complaints, using internal systems.<br>• Collaborate with various departments to find solutions and ensure resident needs are met.<br>• Follow up with residents to confirm their concerns have been addressed and resolved.<br>• Manage a high volume of calls while maintaining a courteous and detail-oriented demeanor.<br>• Utilize multiple software systems to accurately input and update resident information.<br>• Support team members and foster a collaborative working environment across departments.
We are looking for a dedicated Customer Service Representative to join our team in Irvine, California. As part of this long-term contract position, you will play a vital role in ensuring seamless scheduling and communication for participants, families, and associates. This role requires strong organizational skills, attention to detail, and the ability to maintain professionalism in a fast-paced environment.<br><br>Responsibilities:<br>• Coordinate and assign Behavior Interventionists to participants based on location, skills, and compliance requirements.<br>• Collaborate with participants, families, and clinical teams to develop and optimize schedules.<br>• Maintain and update scheduling records using computer-based systems, ensuring timely confirmation of changes.<br>• Respond promptly and professionally to scheduling requests and changes, addressing concerns and escalating issues as necessary.<br>• Monitor daily attendance and participant assignments, implementing rescheduling and coverage solutions as needed.<br>• Generate and analyze reports to ensure contract compliance, identifying gaps and developing corrective action plans.<br>• Liaise with Payroll, Billing, and Human Resources to ensure accurate payment, credits, and employment status for staff.<br>• Attend staff meetings, training sessions, and other organizational events to support team development.<br>• Provide cross-training to new scheduling coordinators to enhance team capabilities.
<p><strong>About the Organization</strong></p><p> Our client, a mission-driven nonprofit organization, is seeking a compassionate and service-oriented Bilingual Spanish Customer Service Representative to support diverse community members. This role plays a key part in ensuring individuals receive accurate information, resources, and assistance while delivering culturally responsive and empathetic service in both English and Spanish.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-quality customer service to community members in both English and Spanish via phone, email, and in-person interactions</li><li>Handle inbound and outbound calls related to programs, services, referrals, and general inquiries</li><li>Accurately collect, enter, and update participant information in internal databases and case management systems</li><li>Assist individuals with forms, applications, and general documentation as needed</li><li>Provide clear explanations of programs, eligibility requirements, and next steps</li><li>Resolve concerns professionally and escalate complex or sensitive matters when appropriate</li><li>Maintain detailed, accurate records of all interactions while ensuring confidentiality</li><li>Collaborate with internal teams to support program delivery and positive participant outcomes</li><li>Uphold the organization’s mission, values, and commitment to equity and inclusion</li></ul><p><br></p>
We are looking for a dedicated Medical Customer Service Representative to join our team in Temecula, California. In this role, you will be the first point of contact for patients, addressing inquiries and resolving concerns with professionalism and care. This is a Contract to permanent position, offering an excellent opportunity to grow within the healthcare industry.<br><br>Responsibilities:<br>• Respond to incoming calls from patients, addressing inquiries and providing accurate information.<br>• Assist patients with billing questions and payment processes, ensuring clarity and satisfaction.<br>• Utilize basic medical terminology to communicate effectively and accurately with patients.<br>• Manage patient interactions professionally, ensuring a positive experience during every contact.<br>• Document patient interactions and maintain accurate records in the system.<br>• Collaborate with other team members to resolve complex issues and ensure seamless service.<br>• Uphold company standards for confidentiality and compliance while handling sensitive patient information.<br>• Provide guidance to patients regarding healthcare services and procedures.<br>• Identify and escalate issues when necessary to ensure timely resolution.<br>• Meet performance targets and contribute to the overall efficiency of the call center.
<p><strong>About the Company</strong></p><p> Our client, a well-established insurance organization, is seeking a Client Services Associate to support policyholders and internal teams by delivering responsive service and administrative assistance. This role plays a key part in maintaining client satisfaction, supporting policy administration, and ensuring accurate documentation in a regulated insurance environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients via phone, email, and in-person interactions</li><li>Assist clients with policy inquiries, coverage information, billing questions, and general service requests</li><li>Process policy changes, endorsements, renewals, and cancellations in internal systems</li><li>Accurately enter and update client and policy data in agency management systems</li><li>Prepare and distribute policy documents, certificates of insurance, and correspondence</li><li>Coordinate with producers, underwriters, and carriers to resolve client needs</li><li>Track service requests and follow up to ensure timely resolution</li><li>Maintain compliance with company procedures and regulatory requirements</li><li>Handle sensitive client and policy information with confidentiality and professionalism</li></ul><p><br></p>
<p>We are looking for an organized HOA Client Services Specialist to join our team in Escondido, California. In this role, you will play a vital part in ensuring client satisfaction and maintaining strong relationships by delivering outstanding service and support. This is a contract position, offering an excellent opportunity to contribute to our organization’s success while developing your skills in customer service and sales.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary point of contact for clients, addressing inquiries and resolving issues to ensure satisfaction and retention.</p><p>• Handle incoming client calls, balancing organizational policies with individual client needs.</p><p>• Assist clients with navigating the organization’s platform and provide basic technical support when needed.</p><p>• Accurately process client monetary requests, keeping risk management and compliance in mind.</p><p>• Complete client transactions and requests efficiently while adhering to established service level agreements.</p><p>• Perform account updates, maintenance, and corrections to ensure data accuracy.</p><p>• Investigate and resolve client disputes using sound judgment and knowledge of banking policies.</p><p>• Manage fraud intake requests and prioritize tasks to meet strict deadlines.</p><p>• Communicate findings and solutions to clients in a clear and precise manner, both verbally and in writing.</p><p>• Uphold the organization’s values and compliance standards, ensuring all activities align with safety protocols.</p>
<p><strong>About the Organization</strong></p><p> Our client, a community-focused nonprofit organization, is seeking a Bilingual Spanish Client Services Representative to serve as a trusted point of contact for individuals seeking access to programs and resources. This role supports intake, information sharing, and service coordination while providing respectful, culturally competent assistance in both English and Spanish.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for community members via phone, email, and in person, providing assistance in English and Spanish</li><li>Conduct initial intake, gather required information, and assess service needs</li><li>Enter and maintain accurate client data in case management and tracking systems</li><li>Provide information on available programs, services, and eligibility requirements</li><li>Assist clients with applications, forms, and follow-up documentation</li><li>Route inquiries and referrals to appropriate internal teams or external partners</li><li>Maintain professionalism, empathy, and confidentiality when handling sensitive situations</li><li>Support administrative and reporting tasks as needed to assist program operations</li></ul><p><br></p>
<p>Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the opportunity to work in a dynamic, client-driven environment, supporting both advisors and clients while contributing to the overall success of the organization. This is a contract to hire role based in Del Mar, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person.</li><li>Support financial advisors with client onboarding, documentation, and account maintenance.</li><li>Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality.</li><li>Prepare and review account forms, transfer requests, and related paperwork.</li><li>Assist in the preparation of client meetings, reports, and presentation materials.</li><li>Maintain up-to-date client records and support data entry into CRM and portfolio management systems.</li><li>Help resolve client service issues and escalate as necessary.</li><li>Collaborate with internal teams to support compliance, operations, and administrative tasks.</li></ul><p><br></p>
<p>We are seeking a <strong>professional and resilient Call Center Specialist</strong> to join a high-volume customer support team in Escondido. This role is ideal for someone who thrives in fast-paced environments, enjoys helping people solve problems, and maintains a calm, professional demeanor under pressure. As a Call Center Specialist, you will be the primary point of contact for customers, managing inbound calls, resolving concerns, and ensuring each interaction reflects a high standard of service. This position requires strong communication skills, attention to detail, and the ability to manage multiple systems while engaging with callers in real time.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle a high volume of inbound customer calls daily</li><li>Provide accurate information regarding services, policies, and procedures</li><li>Resolve customer issues and escalate complex matters as needed</li><li>Document call details and resolutions accurately in CRM systems</li><li>Maintain call quality, professionalism, and efficiency standards</li><li>Follow call scripts while adapting to unique customer needs</li><li>Meet performance metrics including call handling time and customer satisfaction</li></ul>
<p><strong>Overview</strong></p><p>We are seeking a motivated Client Services Coordinator to join our team in San Diego, California. This contract-to-permanent role offers the opportunity to support a fast-paced insurance operation while ensuring a smooth and efficient application process for agents and partners. The ideal candidate is customer-focused, highly organized, and comfortable managing multiple priorities.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Verify that all required information and documentation is complete prior to submitting new insurance applications</li><li>Coordinate follow-ups with agents, carriers, and third-party vendors to obtain outstanding requirements</li><li>Process and manage insurance cases within Salesforce, ensuring accurate and timely data entry</li><li>Serve as a primary point of contact for agents by responding to inquiries and resolving application-related issues</li><li>Handle high volumes of inbound and outbound calls with professionalism and attention to detail</li><li>Review submitted applications and proactively follow up to ensure cases progress efficiently</li><li>Collaborate with team members to support shared goals and assist with daily operational needs</li></ul><p><br></p>
We are looking for an experienced Operations Supervisor to join a dynamic manufacturing team in San Clemente, California. This Contract to permanent position is ideal for someone who thrives in a fast-paced production environment and is passionate about optimizing operational efficiency while maintaining high-quality standards. The role involves overseeing daily production activities, leading a team, and driving continuous improvement initiatives to achieve organizational goals.<br><br>Responsibilities:<br>• Lead and manage a team of manufacturing technicians and assemblers to meet production targets and ensure smooth operations.<br>• Develop and implement production schedules and assign tasks to optimize resource utilization.<br>• Monitor manufacturing processes, address operational challenges, and take corrective actions to minimize downtime and waste.<br>• Uphold stringent quality control standards throughout all stages of production.<br>• Provide training and mentorship to team members, fostering growth and skill enhancement.<br>• Conduct performance evaluations, deliver constructive feedback, and address employee concerns to maintain a motivated workforce.<br>• Maintain detailed production records, including metrics on output, quality, and material usage.<br>• Collaborate with cross-functional teams, such as engineering and supply chain, to resolve production challenges and improve processes.<br>• Identify and implement opportunities for cost reduction, efficiency gains, and waste elimination.<br>• Promote a safe working environment by enforcing safety protocols and conducting regular audits.
