Customer Service Advocate Jobs in Chula Vista, CA

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Customer Service Advocate
Customer Service Representative
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Customer Retention Specialist
Customer Support Representative
Customer Service Clerk
  • Customer Experience Specialist

    The Jiles Group

    Customer Service Advocate Job 12 miles from Chula Vista

    MUST HAVE REQUIREMENTS Strong knowledge and understanding of Explanation of Benefits (EOB) Extensive experience interfacing with payors Strong understanding of claims eligibility Amazing interpersonal and phone skills MUST be local to San Diego and able to commute daily to Sorrento Valley Hours are Monday through Friday, 7:00 am to 3:30 pm SUMMARY Our client is seeking a motivated and detail-oriented individual to join their team as a Customer Experience Specialist I. This role involves supporting innovative services aimed at transforming care for various medical conditions, including Inflammatory Bowel Disease and autoimmune diseases. The specialist will report directly to the Customer Experience Supervisor and collaborate closely with Billing, Sales, and other departments to achieve commercial and financial objectives. The primary focus will be on delivering exceptional customer service to maintain long-term relationships and ensure customer retention. ESSENTIAL DUTIES AND RESPONSIBILITIES Handle inbound and outbound phone inquiries with efficiency and professionalism. Foster a customer-focused culture across the organization. Resolve client inquiries promptly, ensuring first-contact resolution. Collaborate with internal teams to address customer needs and improve processes. Document case details to support business operations and track progress. Identify and escalate any account-level issues to leadership as needed. Contribute to process improvements to enhance the customer experience. Address escalated inquiries or complaints in a timely manner. Ensure compliance with all relevant policies and standards in customer interactions. Coordinate with field sales to ensure a seamless ordering process for customers. Represent Customer Experience in internal meetings and presentations. Manage multiple tasks and projects simultaneously, while maintaining strong organizational skills and a sense of urgency. QUALIFICATIONS High School Diploma or equivalent required; Bachelor's degree preferred. Minimum of 4 years of experience in customer service or a related field. Proficiency with CRM systems, billing platforms, and Microsoft Office Suite. Excellent communication skills in English; bilingual proficiency is a plus. Strong problem-solving and decision-making skills. Ability to work independently and as part of a team in a fast-paced environment. WORK ENVIRONMENT This position operates primarily in an office environment. The role requires sitting, talking, and hearing on a regular basis. Occasional standing, walking, or lifting up to 25 lbs may be required. Specific vision abilities required include close vision, peripheral vision, depth perception, and the ability to adjust focus.
    $38k-66k yearly est. 27d ago
  • Bilingual Customer Service Retention Agent

    Ultimate Staffing 3.6company rating

    Customer Service Advocate Job 12 miles from Chula Vista

    Ultimate Staffing Services is actively seeking a dedicated Bilingual Customer Service professional to join their client's Retention Team. This role focuses on delivering exceptional customer service while developing strategies to maintain customer loyalty and satisfaction. Responsibilities Answer phones and emails promptly to assist customers with their inquiries. Respond to customer questions and concerns, ensuring a satisfactory resolution. Manage escalations effectively, ensuring issues are resolved in a timely manner. Develop and implement plans to retain customers, focusing on customer satisfaction and loyalty. Qualifications Previous experience in customer service retention or call center experience Excellent communication skills, both verbal and written. Strong problem-solving skills and the ability to manage escalations effectively. Ability to work collaboratively within a team environment. Proficient in using email and phone systems to communicate with customers. Bilingual Spanish Required Work Hours Monday through Friday, during standard business hours. Benefits The position offers competitive pay at a rate of $23 per hour. Additional Details The Customer Service role in the Retention Team offers a unique opportunity to engage directly with customers, aiming to improve their experience and foster loyalty. The ideal candidate will be customer-focused and proactive in developing retention strategies. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
    $23 hourly 2d ago
  • Customer Representative

    Atlas Vision

    Customer Service Advocate Job 12 miles from Chula Vista

    Atlas Vision is a global marketing firm founded 20 years ago, the company has expanded to 5 countries. Atlas Vision works with industry giants and specializes in global market strategy to ensure client success. Role Description This is a full-time on-site Customer Representative role located in San Diego, CA. The Customer Representative will be responsible for ensuring customer satisfaction, providing customer support, effective communication, and delivering exceptional customer service on a daily basis. This will be an in-person role with our retail team, not our call center or offline divisions (social media, tv , radio). So on site, commute-ability within San Diego is a must. Client training is on site and paid, opportunity to advance to supervisory positions is available for those who pass training quickly, excel quickly, or have previous similar experience. Qualifications Customer Satisfaction, Customer Support, and Customer Service skills Strong communication and customer experience capabilities Ability to resolve customer issues effectively and efficiently Experience in a customer-facing role is a plus Knowledge of CRM (IOS) systems is beneficial Excellent problem-solving and interpersonal skills Bachelor's degree in Business Administration or related field
    $38k-61k yearly est. 3d ago
  • Customer Care Associat

    Protec Arisawa

    Customer Service Advocate Job 39 miles from Chula Vista

    : Protec Arisawa is the global leader in the design and manufacturing of FRP (Fiber Reinforced Plastic) Pressure Vessels for membrane filtration systems. With over 40 years of experience in filament winding, Protec Arisawa is known for high-quality pressure vessels with leading technology. We have three production sites located on three different continents, ensuring a global presence, and providing our customers with reliable solutions. Job Description: The Customer Care Coordinator will be responsible for ensuring customer satisfaction, providing customer support, and enhancing the overall customer experience. Your daily tasks will include answering customer inquiries, resolving issues or complaints, providing product information, and maintaining customer records. You will also play a crucial role in building and maintaining strong relationships with our customers. Duties & Responsibilities: Primarily responsible for the preparation, order entry, follow-up and updating backlog of Sales Orders. Responds to questions on product and component compatibility and pricing with the guidance of internal team as needed. Assists customers with identification of special component requirements based on system application and operating conditions with the guidance of internal team as needed. Reviews all customer orders for accuracy and completeness and releases orders to the Manufacturing Team. Expedites emergency orders for customers and communicates delivery schedule with customers and internal team. Assist with researching/clarifying any questions from customers/internal team pertaining to status of orders. Monitors the life cycle of each order to ensure on-time shipment and confers with cross functional departments. Assumes other duties and responsibilities as required or assigned. Qualifications: Experience in the manufacturing industry, preferably with a technical understanding of FRP Pressure Vessels and Membrane Filtration Systems Customer Satisfaction, Customer Support, and Customer Experience skills Strong phone/email etiquette skills with a strong focus on delivering positive customer experiences Strong problem-solving and conflict resolution abilities Excellent organizational and multitasking abilities Attention to detail and accuracy in performing tasks Ability to follow instructions, work independently and as part of a cross-functional environment both internally and externally Proficient in Microsoft Office 365, Email, One Drive, Teams, SharePoint, Business Central and relevant software tools Ability to provide administrative assistance as needed Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to stand, walk, sit, drive, talk, hear, use hands to finger, handle and feel, reach with hands and arms, and stoop. Work Environment: The 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 individuals with disabilities to perform the essential functions. The work environment is indoors. The noise level in the work environment ranges from light to moderate.
    $34k-42k yearly est. 29d ago
  • CSR - Bike Technical Support

    Ride1Up

    Customer Service Advocate Job 12 miles from Chula Vista

    Ride1Up is a leading e-commerce company focused on the sale of electric bikes direct to consumer. This is a unique opportunity for a customer support professional to join a fun, fast paced industry while gaining valuable e-commerce operations experience. Please note this is not a remote position and this position also requires experience in the bike industry. The CSR - Bike Tech Support will report to the Customer Support Manager and will have important customer facing responsibilities. The Bike Tech must have strong bicycle experience and possess strong problem solving abilities using our online customer support portal. They will be identifying customer needs, troubleshooting potential issues, and provide solutions to customer inquires. Additionally, this Specialist will help contribute best practices and customer support articles to improve the consumer experience. Candidates must be able to work independently in a remote team environment which includes high volume emails, Slack messaging, and Zoom calls. Strong bicycle experience required. Electric bicycle experience preferred. Candidates must be able to work in a fast paced work environment which includes high volume emails, Slack messaging, and Zoom calls. The ideal candidate will have the ability to build a team, train staff and develop an engaging team culture. BENEFITS! High demand, high growth industry Discounts on electric bikes Potential to gain value e-commerce operations experience Responsibilities Remote diagnose warranty cases and provide proper recommendations Provide product recommendations and highlight brand benefits via phone and emails. Provide customer support via email and phone utilizing our Customer Support Portal (Freshdesk) Manage customer change orders including cancellations, refunds, and order modifications Update customers with production and shipping timelines Ad-hoc requests as needed Qualifications Strong bicycle knowledge (Electric bicycle experience preferred) Ability to problem solve and communicate directly with customers Comfortable answering phone inquiries for 8 hours Customer service experience Fast typing (50+ WPM) w/ comfort managing high volume email inboxes Experience with Freshdesk or Zendesk Experience with e-commerce and WordPress a plus
    $31k-41k yearly est. 2d ago
  • Customer Service Representative

    Tubby Todd Bath Co

    Customer Service Advocate Job 39 miles from Chula Vista

    Do you love chatting with families about their adorable babies all day long? Are you passionate about helping families find solutions for their kids? Tubby Todd Bath Co. is looking for a full-time Customer Service Representative to join our Carlsbad team and support our rapidly growing and fast-paced company. Founded in 2014, Tubby Todd Bath Co. is all about good, clean fun for the whole family. We created Tubby Todd with sensitive-skinned babies in mind, and each product works hard to nourish, hydrate, and gently soothe skin from head to toe. JOB OVERVIEW This Customer Service Representative will interact with customers through email, live chat, social media, and in person at our Carlsbad store front. This role supports our company vision to create connections with millions of families a year by building relationships and exceeding customer expectations. You will be responsible for responding to product related questions, resolving shipping errors, authorizing returns, and assisting customers through the ordering process. This person will need to be available to work in person at our Carlsbad office Monday through Friday and will need to be available for occassional weekend shifts. JOB DUTIES AND RESPONSIBILITIES: Handle an average of ~100 incoming customer messages per day, exceed customer expectations and seek out opportunities to surprise and delight. Demonstrate use of good customer service skills and instinct to problem solve. Help customers navigate our product assortment and find the best fit for their body care needs. Make decisions regarding warranty issues and process returns and refunds accordingly. Process transactions through various e-commerce platforms including Shopify and Stripe. Respond to inquiries regarding the status of orders and reconcile shipping issues. Be enthusiastic and curious about the industry and bring knowledge and experience to your work each day. Be ready and willing to take on special projects and training as assigned, and to complete those projects with thoroughness and accuracy. THE IDEAL CANDIDATE SHOULD HAVE: A minimum of 1-2 years' experience working directly with customers Experience with e-commerce platforms preferred Strong social media skills Solid written and verbal communication skills Ability to multi-task and demonstrate flexibility Strong decision-making skills to handle customer service issues A genuine desire to connect with and help others Willingness to work on Saturday from home Customer Service Representative Job Description The Role: The Customer Service Representative will interact with customers through email, live chat, social media, and in person at our Carlsbad store front. This role supports our company vision to create connections with over 1 million families by building relationships and exceeding customer expectations. You will be responsible for responding to product related questions, resolving shipping errors, authorizing returns, and assisting customers through the ordering process. This person will need to be available to work in person at our Carlsbad office Monday through Friday and will need to be available for occassional weekend shifts. Job Responsibilities: Community: Respond to all customer requests and inquiries within our CRM Platform and our social media channels. Ensure timely and accurate communication while being friendly, personalized, and engaging. Create a warm, fun, and family friendly environment in the Tub Hub. Always welcome guests with a smile! Assist Tub Hub customers with enthusiasm and follow their schedule. Take as much time as they need to answer any questions and help them complete their purchase. Support Tubby Todd events both onsite and remote when scheduling allows. Offer feedback and suggestions to help maintain and improve customer service standards and procedures. Communicate with the team and your manager on trending issues. Always ask for help when needed to resolve complex or challenging customer issues. Partnerships: Support the marketing team with influencer gifting needs. Support social media growth through genuine communication. Respond to all tagged content and messages in our social media community including Instagram, Facebook, and TikTok and log track the shares. Support the marketing team with events onsite and remote as needed. Product: Manage incoming returns/exchanges and document issues as needed. Assist with tracking and reporting any trending product questions and issues. Identify opportunities for product improvements by sharing customer feedback and suggestions. Help maintain inventory at the Tub Hub. Ensure product displays are full and clean. Ensure backstock is organized. Utilize built in macro responses and available FAQs to respond to product questions accurately. Ensure any questions that are unfamiliar or new are run through supervisor channels for compliance with responses. Environment: Help maintain the Tub Hub environment by ensuring office supplies are stocked, kitchen is organized and stocked, bathrooms are checked daily, and garbage is taken away promptly as needed. Help promote a positive and supportive team environment through all communication with the team. Offer feedback when needed to the appropriate supervisors with the goal for improving the Tub Hub for all employees.
    $31k-41k yearly est. 3d ago
  • Data Entry & CRM Specialist

    Peak Facility Partners

    Customer Service Advocate Job 30 miles from Chula Vista

    Peak Facility Partners is a full-service, education-focused commercial real estate firm. We specialize in providing services to new and existing educational institutions and occupiers throughout California. In addition, we offer related services such as asset sales and leasing, business acquisitions/dispositions, assistance in financing, entitlement services, and much more. Visit our website at **************************** for more information. Location Encinitas, CA Compensation TBD How to Apply Please submit: (i) a cover letter and (ii) resume to *******************************. Job Description We are looking for a Data Entry & CRM Specialist to join our close-knit team in San Diego. This is a part-time position (15-20 hrs./wk.) with some flexibility in scheduling. This is not a remote opportunity. You must be available to work in our Encinitas office. This is not a sales position. Employer does not provide healthcare coverage. Responsibilities Maintain the accuracy of records within Peak's Salesforce-based Customer Relationship Management (CRM) database. Perform manual data enrichment in Salesforce by verifying, updating, and enhancing CRM data to ensure completeness and accuracy. Search public records to verify information in the CRM database. Conduct title searches for properties. Provide administrative support as needed, such as preparing and sending mailings. Work independently while managing tasks efficiently and meeting deadlines. Other duties may be assigned. Desired Skills & Experience Comfortable working with a CRM database as a primary responsibility. Strong attention to detail and ability to manage large volumes of administrative tasks in a timely manner. Excellent written and verbal communication skills. A positive attitude, team-minded spirit, and enthusiasm for working in a small, privately owned company with a great mission. Must be self-motivated and able to work independently with minimal supervision. Qualifications High school diploma required; Associate's or Bachelor's degree preferred. Local candidates only. You must be a San Diego County resident or live within a reasonable commuting distance from Encinitas, CA (zip code 92024). Administrative experience in a professional business setting is required. Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook. Salesforce Certified Associate encouraged or demonstrated working experience with Salesforce strongly preferred. Real estate knowledge is not required.
    $51k-97k yearly est. 2d ago
  • Client Service Specialist II

    Corient

    Customer Service Advocate Job 12 miles from Chula Vista

    Responsibilities Manage end-to-end process of onboarding new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts Provide superior internal and external client service by anticipating client needs, managing expectations and delivering quality product in a timely manner Provides technical support for the Lead Advisor / Executive Assistants. Responsibilities include data gathering modeling, case design, scenario building, plan development, presentation development, etc. Trains, mentors and assists with other team members' questions Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning Maintain client accounts, records, and systems in accordance with firm standards Perform daily reconciliation of internal accounting system with custodians Research and resolve client inquiries, including the most complex, in a timely manner Review daily reports and alerts to ensure data integrity Develop and maintain procedures and training materials Educate clients on account services and capabilities, participate in client meetings, including review of account materials for signature and digital concierge Participate in monthly, quarterly, and annual reporting processes Other duties and projects as assigned Qualifications and Requirements BA/BS degree required Minimum two (2) years' work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred Experience utilizing Charles Schwab Advisor Center, DocuSign, Tamarac, and Salesforce CRM, a plus Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing Proficient in all MS Office applications, particularly Word, Excel, and Outlook Professional, personable, tactful, efficient, and self-motivated. Collaborative, creative, team player, and problem-solver. Strong interpersonal skills and sense of teamwork valued. Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required. Strong written and verbal communications skills. Physical Requirements Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Pay Information The pay range for this position is $69,550- $90,325. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. #LI-Onsite
    $69.6k-90.3k yearly 13d ago
  • Member Service Representative

    Wheelhouse Credit Union

    Customer Service Advocate Job 12 miles from Chula Vista

    The Senior Member Service Representative is responsible for efficiently handling all savings functions, interviewing loan applicants, and disbursing loans in a friendly and professional manner. This position will also remain current on all laws, rules and regulations including Bank Secrecy Act (BSA) and Customer Identification Program (CIP) programs and processes. Essential Duties and Responsibilities: Open new membership accounts, promote and cross-sell Credit Union products and services, and respond to requests for information pertaining to membership, products/services and loans. Interview loan applicants providing information on current policies and procedure and verify that loan application is completed accurately. Disburse loans as authorized and approved by underwriting and/or Credit Committee. Discuss options available to members for real estate inquiries. Take applications through our mortgage LOS, act as liaison for members to ensure smooth transaction for all phases of loan process up to funding. Maintain accurate dual control logs of applicable negotiable items sold to members. Accept deposits, withdrawals, transfers and loan payments. Handle requests to increase scheduled loan payments. Complete and maintain monthly sales logs and reports. Meet outlined goals and objectives established for cross-sell on new memberships & loan funding. Adhere to outlined error ratios on funded loans and memberships. Meet and maintain established ancillary goals i.e. CBSI, GAP, MRC and Debt Protection. Ensure compliance with all processes pertaining to BSA, CIP, lending, and REG E programs. Perform other duties assigned. Position Requirements and Qualifications: High school diploma or equivalent. Minimum of two years' experience in a financial institution with a minimum of one year of new accounts experience. Minimum of one year of experience in consumer lending. Preferred knowledge of mortgage lending practices and policies. Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis. Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance. Will be required to complete an individual application for insurance and an affidavit of training and knowledge. Professional written and verbal communication skills including excellent grammar and telephone etiquette. Ability to handle people and/or situations with tact, diplomacy, and professionalism. Proficiency with Microsoft Office products, 10 key adding machine and on-line computer core processing system. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct and dress Support of Business Development at onsite events and/or Marketing efforts within the community.
    $32k-46k yearly est. 29d ago
  • Client Services Representative

    Cetera Financial Group 4.8company rating

    Customer Service Advocate Job 12 miles from Chula Vista

    Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected. We're looking for individuals who thrive on challenges, show initiative, and are committed to making a positive impact. If you possess these qualities and are eager to join a team dedicated to excellence, we believe you'll thrive in our organization. We're currently seeking a Service Professional to join our team in one of our office locations, as this is a hybrid role. What you will do: Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements. Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements. Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. What you will need: Minimum 1 year experience working in a call center environment Minimum 1 year experience working in a financial institution/industry. Skilled in both written and verbal communication, proficient at effectively engaging with diverse audiences in a polite, professional, and influential manner. Embraces flexibility and adapts seamlessly to change in a dynamic and fast-paced environment, thriving on new challenges and opportunities. What is nice to have: Proficiency in utilizing industry-leading tools like Salesforce, Envestnet, NetX360, Docupace, RedTail, and others. Have previous broker-dealer experience Possess a current License; ex: Series 7, 24, 65, 99, etc. Compensation The base annual salary range for this role is $49,000 to $52,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, licensing, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. About Us What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
    $49k-52k yearly 14d ago
  • Client Relations Specialist

    Bamboo Wealth Strategies

    Customer Service Advocate Job 12 miles from Chula Vista

    Opportunity We are seeking a personable and detail-oriented Client Relations Specialist to provide operations and administrative support. This role is critical in optimizing client experience and the ability of the team to focus on their areas of expertise. The perfect person has a love of numbers and finance but also enjoys working with people. This person will be able to establish rapport and deepen client relationships with the firm. The perfect person brings a thorough understanding of account types, transfer methods, and financial platforms; along with creative, team-based problem-solving abilities. You will be an integral part of a well-established team that's always open to new ideas and technologies, and encourages you to recognize areas for improvement, and bring new and innovative ideas to the table Company Description Bamboo Wealth Strategies was founded to help individuals make confident financial decisions and provide them with the best advice possible. With 50 years of combined experience, we offer financial advice, strategies, and solutions to help clients achieve their most important financial goals. Whether you're a first-time advisor seeker or an experienced investor, we provide complimentary consultations to assist you. Role Description MINIMUM QUALIFICATIONS: · 2+ years of experience working in wealth management/financial planning · Good communication skills both written and in all modes of verbal communication · Digital tools and technology - ability to adapt to and learn new technologies · Self-starter - ability and resourcefulness to drive projects and tasks PREFERRED QUALIFICATIONS: · General knowledge of the operational side of the investment advisory/financial planning world · Charles Schwab Advisor Center experience is a strong plus · Calendly & DocuSign experience is a plus Responsibilities Client Onboarding - Client New Business Processing · Sending and managing the execution of the investment advisory contracts, financial planning agreements, and ERISA forms · Schwab application processing and management Client Service Work · Managing client service requests such as account changes, updates, distributions, contributions, etc. CRM Management · Adding/ keeping current client information in the CRM · General task management · Creating and managing CRM workflows Calendar & Scheduling Management · Scheduling meetings using Calendly and updating the CRM calendar accordingly · Back and forth emails to clients to accommodate schedule changes etc. Client Emails & Calls · Responding to client service and meeting requests as well and generating related tasks in the CRM Required Skills · Very organized and detail oriented · Good time management skills · Ability to problem solve · Self-starter with ability to oversee tasks to completion · Ability to learn new systems and processes · Must be proficient with Microsoft Office - Word, Excel, Power Point, Outlook · Well-spoken · Ability to work well on a team · Ability to manage multiple projects through to completion Compensation based on skillset and experience
    $34k-52k yearly est. 20d ago
  • Customer Sales & Service Rep I

    Siteone Landscape Supply 4.2company rating

    Customer Service Advocate Job 24 miles from Chula Vista

    SiteOne Landscape Supply is the largest national distributor of landscaping products across the United States and Canada. As a leading supplier of wholesale goods for green industry professionals, we have a long history of serving those who design, build, andmaintain outdoor spaces - from lawns and gardens to golf courses, sport fields and more. We pride ourselves on knowing our customers and their business better than anyone else and providing them with a one-stop shop of extensive inventory covering irrigation, lighting, turf and landscape maintenance, hardscapes, nursery, and pest control supplies. At SiteOne, we are passionate about delivering an outstanding customer experience and will stop at nothing to help our customers win. We know that our associates are the key to this success, and our commitment to the SiteOne DNA and support for our associates through development programs, benefits, and perks align with our vision to "Be a Great Place to Work for Our Associates". We foster a culture of safety, teamwork, and continuous improvement. With over 800 locations and exciting expansion ahead, now is the perfect time to join SiteOne and grow Stronger Together™! Position Overview Our Customer Sales & Service Representatives are knowledgeable, energetic and consistently deliver the best overall customer experience. To succeed in this role, you need to be passionate and customer obsessed while serving commercial and residential consumers in the green industry. What you'll do: Demonstrate exceptional customer service to all SiteOne customers Cultivate and manage strong relationships with customers Assist customers with their questions and needs, either in person, via the phone or through online ordering Pull and prepare inventory orders for customer pick up or delivery Proactively identify and capitalize on opportunities to grow sales with current and potential customers Partner with branch leadership to understand and implement new technologies and ways of working to help positively impact business performance. Assist with merchandising product, managing inventory, and other store tasks while maintaining a safe working environment. Skills We Are Seeking Minimum of 1 year experience in a retail or wholesale setting, preferred Excellent customer service skills Green industry experience or knowledge of landscape, nursery, or irrigation product a plus Ready and willing to learn and adopt new technologies and ways of working Ability to think quickly and make sound decisions Inventory management experience helpful Must be able to lift a minimum of 50 pounds High school diploma or equivalent preferred Perks: Weekly Paychecks with DailyPay available! Competitive Compensation Medical, Dental and Vision plans Paid Time Off, Paid Holidays 401k with company match Tuition Reimbursement Lucrative Associate Referral Program Company Apparel and Work Boot Vouchers Opportunity for Advancement Paid Training and Business Certifications Available Free Counseling Services/Employee Assistance Program Life Insurance and Short- and Long-Term Disability Insurance Product Discounts Most Branches never work Sundays! Expected Hourly Pay Rate $20-23 THE INFORMATION CONTAINED HEREIN IS NOT INTENDED TO BE AN EXHAUSTIVE LIST OF ALL RESPONSIBILITIES, DUTIES AND QUALIFICATIONS REQUIRED OF INDIVIDUALS PERFORMING THE JOB. THE QUALIFICATIONS DETAILED IN THIS JOB DESCRIPTION ARE NOT CONSIDERED THE MINIMUM REQUIREMENTS NECESSARY TO PERFORM THE JOB, BUT RATHER AS GUIDELINES. THEY MAY VARY FROM POSITION TO POSITION. SiteOne Landscape Supply is strongly committed to providing equal employment opportunities for all associates and all applicants for employment. All employment decisions at SiteOne-including those relating to hiring, promotion, transfers, benefits, compensation, placement, and termination-will be made without regard to race, color, national origin, genetic information, creed, sex, sexual orientation, gender, gender identity, religion, age, veteran status, uniform service, pregnancy, disability, or any other factor protected by applicable law.
    $20-23 hourly 15d ago
  • Customer Service / Production

    Fastsigns 4.1company rating

    Customer Service Advocate Job 12 miles from Chula Vista

    Responsive recruiter Replies within 24 hours Benefits: Bonus based on performance Competitive salary Flexible schedule Health insurance Paid time off Benefits/Perks: Competitive Pay Paid Vacation and Holiday Performance Bonus Ongoing Training Opportunities A Successful FASTSIGNS Sign Production Specialist Will: Follow a layout to place computer-cut vinyl or full-color graphic image(s) on a predetermined substrate or medium Prepare substrates for vinyl application to include cutting, painting, laminating, cleaning, etc Weed excess vinyl from computer-cut images. Weeding techniques vary with size, type of vinyl, and complexity of images Operate and maintain printer(s) Perform quality assurance measures pre- and post-production by accurately reading and interpreting a Work Order and then proofing for errors or unacceptable standards Perform finishing operations such as laminating and/or mounting of printed pieces Report inventory levels and stock to be reordered to the center manager/production manager or franchisee. Clean and maintain storage areas Ideal Qualifications for FASTSIGNS Sign Production Specialist: 1-2 years of experience in sign production preferred High school diploma or equivalent Ability to stand for long periods of time (4 hours or more) Ability to lift 50 or more pounds Flexibility to lean over a waist-high table and use back-and-forth hand motion to apply vinyl letters and graphics to a substrate Ability to work under pressure to output high-volume, high-quality work Ability to use light power equipment Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you seeking a job that offers constant learning, skills growth, and a career path? If so, we seek employees like you in the ever-changing Sign Industry. Apply today! Compensation: $32,000.00 - $46,000.00 per year At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $32k-46k yearly 60d+ ago
  • Customer Support Representative (CSR)

    San Diego AMS

    Customer Service Advocate Job In Chula Vista, CA

    We are seeking to expand our Customer Support Representative (CSR) Team! Our company works with a telecommunications program, which is a government-funded wireless service that allows us to work with individuals in underserved communities delivering affordable communication products. Through the program, we are able to enroll and give certain individuals in these communities free communications devices so that they are able to raise their socio-economic status. As a Customer Support Representative (CSR), you will: Follow up directly with members of the community on a daily basis Become an expert on the program and be able to educate and inform participants Learn our systems to be able to enroll participants in the Federal Lifeline Program Upsell participants on any accessories that may be beneficial to the participant Fully understand the goals of the Federal Lifeline Program and our partnership Maintain detailed records of program participants and daily communications with members of the community Work daily as a team in order to further the goals of the company We are looking for our Customer Support Representatives to not only become successful in the role, but to grow with us. We are looking to provide our Customer Support Representatives with unlimited training and leadership development to achieve their highest growth goals and take their career as far as they want. We are looking for our Customer Support Representative (CSR) to: Have a minimum of GED/high school equivalent Have experience in a customer service, sales, or applicable customer-facing position Possess an intense drive and desire for success Thrive in building relationships, communicating with different types of people, and helping people in our local communities Operate with the highest level of integrity, honesty and transparency Constantly push the needle forward, challenge the status quo and reach to exceed performance expectations #LI-Onsite
    $38k-49k yearly est. 2d ago
  • Customer Service ( Remote work , No Vaccination Require

    Path-Arc

    Customer Service Advocate Job In Chula Vista, CA

    The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry. Customer Service Job Duties and Responsibilities Excellent customer care and focus; ability to assess customers' needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience Answer and manage incoming calls, emails, chats, and/or interactive voice response systems Ability to learn and follow all customer service procedures and policies Strive to meet and go above personal and team target goals Record, organize and file customer interactions and account changes Able to up-sell if needed Able to schedule call back and appoints to resolve customer needs Requirements Previous experience in customer support, client services, sales, or a related field Excellent at communicating over the phone and other communication platforms Basic computer skills and experience Able to multitask Excellent time management and prioritization skills Ability to listen actively, relay information, and answer questions and/or concerns. Customer-focused for positive customer experience and resolution Health Insurance (dental and vision included) Excellent retirement plan Tremendous upward mobility into other positions and management Flexible hours Remote Position(s) available (work from home) Benefits Health Insurance (dental and vision included) Excellent retirement plan Tremendous upward mobility into other positions and management Flexible hours Remote Position(s) available (work from home)
    $27k-37k yearly est. 60d+ ago
  • Audi Technologist and Customer Retention Specialist

    Hoehn Motors 2.9company rating

    Customer Service Advocate Job 39 miles from Chula Vista

    Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be able to work with both Sales and Service Departments and convert Service Opportunities into New and Used Car retail Sales. Essential Duties: Assists and greets customer on both the Service Drive and Sales Department with the intention of retaining the client and or purchasing their current vehicle. Assists the Service and Sales department in a supportive role with current, previous, and new clients with trouble shooting or vehicle questions. Working monthly lease maturity portfolio. Making appointments for lease end customers to come in and review lease end options with the sales manager. Demonstrate the ability to communicate through a wide array of digital tools and platforms. With competency in Microsoft programs like (Excel, Outlook, Word, etc.) and keen to learn new technologies. Highly disciplined approach and works efficiently to meet the needs of guests, sometimes dealing with multiple guests simultaneously. Keeps updated and is capable of absorbing and retaining information regarding vehicles, the technology within and value added products. Demonstrates vast knowledge of the Audi product lineup, helps sales/service staff with understanding new technologies/updates. Attends sales meetings. Maintains professional appearance and workspace. Sells and delivers professional service when needed in the sales department Processes sales paperwork in accordance with dealership policies Keeps up-to-date on new Audi products and services within the industry. Will be responsible for clean and tidy showroom and vehicle display. Approaches and greets overflow sales prospects in a timely manner. Exhibits a high level of commitment to customer satisfaction. We don't believe in high pressure sales. We simply help our customers find the vehicle that meets their needs, while giving them a great experience. We price our vehicles based on extensive research to be highly competitive and our management staff will coach you to success! Audi Carlsbad has introduced an all-new compensation package that pays you in several different ways. · Guaranteed hourly wage · Volume / Unit bonuses · Flex scheduling featuring 2 full days off every week plus an early and a late day · You will receive a wide range of benefits including FULL medical, dental, and vision insurance · Discounts and an associate pricing program on vehicles, parts and service · Support for continuing education and personnel development are included
    $35k-44k yearly est. 60d+ ago
  • Customer Service Representative (Bilingual)

    American Tire Distributors 4.2company rating

    Customer Service Advocate Job In Chula Vista, CA

    The Customer Service Representative is responsible for soliciting new business and servicing existing customers via telephone sales. This role focuses on customer problem resolution, maintaining thorough knowledge of products, policies, and merchandising information, and providing consultation services to customers. The CSR is also responsible for researching, planning, and implementing sales; customer retention; and new business development, championing the corporate image and reputation. Skills Action-Oriented, Builds Customer Loyalty, Builds Rapport, Communicates Effectively, Customer-Focused, Customer-Focused Approach, Decision Quality, Ensures Accountability, In-Depth Questioning, Interpersonal Savvy, Manages Ambiguity, Manages Resistance, Navigates Customer Challenges, Plans & Aligns, Situational Adaptability, Strengthens Customer Connections, Understands Customer Needs, Understands Issues/Motivations Education High School or GED degree | Not Required Work Experience Support Individual Contributor | 2-4 years of related experience preferred | Not Required Build a challenging and rewarding career with us! American Tire Distributors is an Equal Opportunity Employer and Drug Free Workplace
    $33k-42k yearly est. 6d ago
  • Customer Service Representative (Bilingual)

    Asphalt Buyer II

    Customer Service Advocate Job In Chula Vista, CA

    Schedule an interview in 5 minutes! Text “ATD” to 25000 or click here: ***************************** Description:The Customer Service Representative is responsible for soliciting new business and servicing existing customers via telephone sales. This role focuses on customer problem resolution, maintaining thorough knowledge of products, policies, and merchandising information, and providing consultation services to customers. The CSR is also responsible for researching, planning, and implementing sales; customer retention; and new business development, championing the corporate image and reputation.SkillsAction-Oriented, Builds Customer Loyalty, Builds Rapport, Communicates Effectively, Customer-Focused, Customer-Focused Approach, Decision Quality, Ensures Accountability, In-Depth Questioning, Interpersonal Savvy, Manages Ambiguity, Manages Resistance, Navigates Customer Challenges, Plans & Aligns, Situational Adaptability, Strengthens Customer Connections, Understands Customer Needs, Understands Issues/MotivationsEducationHigh School or GED degree | Not RequiredWork ExperienceSupport Individual Contributor | 2-4 years of related experience preferred | Not Required Build a challenging and rewarding career with us! American Tire Distributors is an Equal Opportunity Employer and Drug Free Workplace
    $31k-41k yearly est. 5d ago
  • Customer Service Representative (CSR)

    Pirate Staffing

    Customer Service Advocate Job In Chula Vista, CA

    As a Customer Service Representative at, you will be the primary point of contact for our customers, providing exceptional service and support. Your role involves handling inbound and outbound calls, addressing customer inquiries, resolving issues, and ensuring a positive customer experience. Key Responsibilities: Answer inbound calls and make outbound calls to customers. Provide accurate information about products, services, and company policies. Resolve customer complaints and issues promptly and professionally. Document all interactions and transactions in the customer management system. Process orders, refunds, and exchanges. Escalate complex issues to the appropriate department or supervisor. Maintain up-to-date knowledge of company products, services, and policies. Meet or exceed performance metrics, including call handling time, customer satisfaction scores, and resolution rates.
    $31k-41k yearly est. 53d ago
  • Customer Service & Activation Representative

    Wyyerd Group LLC

    Customer Service Advocate Job In Chula Vista, CA

    Wyyerd Fiber is seeking a Customer Service and Activation Representative (CSAR) to be part of a team of high-energy, customer-oriented peers who handle inbound sales and customer support as the first point of contact for customers and others who contact us. Overview The Customer Service and Activation Representative (CSAR) is the first point of contact for customers who are interested in services provided by Wyyerd Fiber; therefore, the ability to make a positive first impression is an important aspect of this position. They are responsible for assisting customers with internet and phone service, moves, adds, cancellations, and changes, and billing related inquiries. This individual must be proactive in recognizing the needs of customers, providing solutions or referring customers to associates who will be able to provide quick and accurate resolutions to their problems. The CSAR should actively seek to sell and up-sell products and services that may be beneficial to customers. Therefore, this individual must be diligent and assertive when referencing the latest products and services provided by the company. The CSAR will be involved with community/external events and promotions and any other activity that is identified as being of value to promote Wyyerd Fiber and its products in the market. Responsibilities: Provide positive outstanding customer service in all aspects of customer contact Manage customer concerns while meeting company goals Suggest products and services for customer's needs Promote our products and services and up-sell where appropriate for customers Handle Inbound phone calls, email inquiries, and walk-in customer needs Assist customers with billing inquiries and ensure billing accuracy Troubleshoot a limited set of basic technical issues in order to obtain First Call Resolution Provision new services, moves, adds, cancellations, and changes in network management system as needed Attend community events as needed Other duties as required Experience/Qualifications: Familiar with customer record systems and practices in general Familiar with the Google suite of office tools 2+ years customer service experience Typing skills, 40+ words per minute High school diploma Highly organized, detail oriented, and communicative with colleagues and leaders Ability to adapt to a fast moving and changing environment Must enjoy working with the public, both on the telephone and in person Ability to troubleshoot and identify customers' needs Ability to multitask, prioritize and manage time effectively
    $31k-41k yearly est. 60d+ ago

Learn More About Customer Service Advocate Jobs

How much does a Customer Service Advocate earn in Chula Vista, CA?

The average customer service advocate in Chula Vista, CA earns between $29,000 and $44,000 annually. This compares to the national average customer service advocate range of $27,000 to $39,000.

Average Customer Service Advocate Salary In Chula Vista, CA

$36,000

What are the biggest employers of Customer Service Advocates in Chula Vista, CA?

The biggest employers of Customer Service Advocates in Chula Vista, CA are:
  1. Apex Talent Solutions
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