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3 results for Client Service Associate Wealth Management 100 Remote in San Francisco, CA
- Charlottesville, VA
- remote
- Temporary / Contract
- 17 - 17 USD / Hourly
- <p>We are looking for an experienced and detail-oriented Customer Service Representative to join our team on a long-term contract basis. This position involves managing a high volume of order processing and requires close collaboration with sales and customer service teams. This role offers the opportunity to work remotely while supporting key business operations.</p><p><br></p><p>Responsibilities:</p><p>• Process a large volume of orders received from sales and customer service teams with accuracy and efficiency.</p><p>• Enter contractual details into Salesforce and maintain organized electronic documentation.</p><p>• Modify customer licenses for new accounts and manage renewals for existing accounts.</p><p>• Notify customers about their registration links and provide guidance on the registration process.</p><p>• Collaborate closely with the sales and customer service teams to address any changes or updates related to orders.</p><p>• Utilize Microsoft Excel to ensure proper data management and reporting.</p><p>• Fulfill orders in compliance with company protocols and procedures.</p><p>• Maintain consistent communication with stakeholders to ensure seamless operations.</p>
- 2026-04-20T00:00:00Z
- Indianapolis, IN
- remote
- Temporary to Hire
- 17 - 17 USD / Hourly
- <p>We are looking for a dedicated <strong>Weekend 3rd shift Spanish Bilingual</strong> Customer Service Representative to join our team in Indianapolis, Indiana. This Contract-to-permanent position offers an excellent opportunity to engage with customers, resolve inquiries, and provide detailed information about products and services. Ideal candidates will thrive in a fast-paced call center environment and demonstrate strong communication and problem-solving skills.</p><p><br></p><p>Hours for this position will be <strong>10:00 PM - 9:00AM EST. Sun, Mon, Tue, Sat.</strong></p><p><br></p><p>Responsibilities:</p><p>• Open and manage trouble tickets to address specific customer issues effectively.</p><p>• Clearly explain product options, associated charges, and promotions to customers.</p><p>• Navigate customer service systems and tools efficiently to deliver timely assistance.</p><p>• Resolve routine problems using established procedures and seek guidance for complex issues.</p><p>• Maintain high-quality performance standards and meet call center metrics.</p><p>• Promote self-service tools such as organizational applications and web resources.</p><p>• Provide accurate quotes for rates and encourage customers to consider prepay options.</p><p>• Inform customers about new or upgraded products and services.</p><p>• Conduct additional tasks and responsibilities as assigned to support team objectives.</p>
- 2026-04-24T00:00:00Z
- Milford, MA
- remote
- Temporary / Contract
- 18 - 20 USD / Hourly
- <p>Responsibilities include:</p><p>- Customer service</p><p>- Email correspondence</p><p>- Processing orders</p><p>- Order entry (high volume)</p><p>- Collaborating with sales team and customers</p><p>- Ensuring timely delivery of orders</p><p>- ERP experience is a MUST!</p><p>- Ability to work in a fast paced environment</p><p><br></p><p>Start Date: Asap!</p><p>Duration: 1 year</p><p>Hours: 8:30am-5pm | M-F</p><p>Work type: Remote</p><p>Pay Rate: $18-$20 (based on experience)</p>
- 2026-04-24T00:00:00Z