Service Representative Jobs in Santa Cruz, CA

We are an established, family owned wealth management firm located in the Bay Area with an extensive 30 year history in the community. We offer investment management, financial planning, and ongoing financial advising services to a select group of retirees, families, business owners, and high net worth individuals. Currently serving 300 households, we help them to reach their financial and life goals, with an emphasis on providing excellent service and having deep client relationships. Clients choose us for our expertise and our commitment to remaining a local firm, and they stay with us because of the outstanding service and trusted, high-quality advice they receive. We are a small team with two primary advisors. We've had a history of tenure in our employees and want to be sure we find someone who wants to be with us and in this role for an extended period. We are looking for an experienced Client Service Associate. The role is diverse and will include client-specific, account-specific, and general business functions. In addition to having working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You are a critical thinker and anticipate subsequent events, with an unwavering ability to problem solve, even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible. The right person for this role will be thoughtful, love to help others, and excited to own and enhance the client experience. Responsibilities Schedule appointments, maintain calendar, and coordinate scheduling internally and externally, as needed Answer, screen, and route phone calls, assisting directly or taking messages as appropriate Meet and greet visitors to the office, with a high degree of customer service Research information needed for client meetings; prepare documents, notes, reports, and presentation materials as requested Prepare investment and account paperwork and manage the transfer of assets Process various client service items, including withdrawals, beneficiary changes, etc. Follow up with clients verbally and in writing to obtain required information Compile physical and digital documentation for clients and prospects; download, upload, and manage documentation within secure portals, ensuring accurate filing and record-keeping Manage RMD process Handle all inbound and outbound mail for the office, quickly processing time sensitive documents Maintain client records in database, including documentation of phone calls and conversations Assist with marketing initiatives; birthday cards for clients, quarterly performance reporting, annual client gifts, planning workshops and events, and support social media efforts, with an opportunity to take initiative and find new and unique ways for client appreciation General office and building management; order supplies, prepare conference room, coordinate with vendors, etc. Maintain compliance records such as advisor continuing education, gift logs, correspondence logs, etc. Ad-hoc project assistance for advisors and others Increased responsibilities over time as your knowledge of the business expands Other duties as assigned Qualifications Minimum of 5 years of progressive client service and operations experience in wealth management, financial planning or banking Bachelor's degree highly preferred; may consider non-degreed candidates with more than 5+ years experience Excellent follow-through and communication regarding status of open items Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner Editing and writing skills to initiate, compose, format, proofread and carefully edit various professional business documents and correspondence Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions Able to work independently with limited direct supervision CRM Software experience required; Redtail knowledge highly preferred Industry-specific software/platform experience preferred; our accounts are held at NFS/Fidelity (Wealthscape), and we use eMoney and OneView (Albridge) systems for reporting and analysis Advanced Technology Skills and use of MS Office (Outlook, Word, PowerPoint, Excel, Teams) Compensation & Benefits Base compensation of $80,000-$95,000, depending on experience Bonus potential based on firm and individual performance 401k with up to 3% match PTO and paid holidays Remote work flexibility on Fridays after training period

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports to: Business Service Officer Expected base pay rates for the role will be between $66,000 and $78,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Keywords: Series 7, Series 66, Wealth Management, Client Services, San Francisco

Customer Service Specialist Job Summary: We are seeking a proactive Customer Service Specialist to join our team in Mountain View, CA. The ideal candidate will adeptly manage customer interactions across multiple channels-including phone calls, emails, and live chat-while generating insightful customer reports and ensuring compliance with Customer Satisfaction (CSAT) standards. Key Responsibilities: Multichannel Customer Support: Efficiently handle customer inquiries and issues via phone, email, and live chat, ensuring timely and accurate responses. Issue Resolution: Address and resolve customer complaints with professionalism and empathy, escalating complex cases when necessary. Order Management: Assist customers with product orders, returns, and exchanges, ensuring seamless transactions. Data Management: Maintain detailed records of customer interactions and transactions in the CRM system. Customer Insights Reporting: Analyze customer feedback and interaction data to generate reports that inform product development and service improvements. CSAT Compliance: Monitor and strive to meet or exceed established Customer Satisfaction (CSAT) metrics. Cross-Department Collaboration: Work closely with sales, product development, and marketing teams to relay customer feedback and contribute to product enhancements. Continuous Improvement: Participate in training sessions to stay updated on product knowledge and customer service best practices. Benefits: Competitive salary Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Opportunities for professional development Qualifications: Experience: Minimum of 2 years in a customer service role, preferably within the consumer goods industry, with experience handling multichannel support. Communication Skills: Excellent verbal and written communication abilities. Analytical Skills: Proficiency in analyzing customer data and generating actionable insights. Technical Proficiency: Familiarity with CRM systems and customer service software. Education: High school diploma or equivalent; a bachelor's degree is advantageous. Problem-Solving: Strong ability to troubleshoot issues and provide effective solutions. Customer Focus: Demonstrated commitment to delivering exceptional customer experiences.

Job Description: Carbon Carmel is looking for a hard-working individual to join our team at our beautiful clothing store on Ocean Ave. in Carmel! Job responsibilities will include but are not limited to general customer service, greeting customers, setting up fitting rooms, restocking clothing, pricing clothing, folding and organizing displays, merchandising, cleaning store, operating POS system at checkout, assisting managers with online order fulfillment. Compensation: Full-time pay ranges $25-$30/hr with additional health insurance benefits. About Carbon Carmel: Carbon is a mens and womens luxury clothing store focusing on elevated basics and high quality brands like James Perse, Citizens of Humanity, Vuori, Beyond Yoga, Hiroshi Kato and DL1961. What it's Like to Work Here: At Carbon Carmel we are passionate about what we do. Our team brings energy, enthusiasm and a positive attitude to every project and every customer we serve. It is this standard that has helped us become a go-to destination for local residents and international visitors for over 5 years. Job Requirements: Previous retail experience is strongly encouraged but not required. Requirements for the position are as follows: * Clean and Sober on the job * No use of profanity * Punctual * Detail-oriented * Strong Work Ethic * Eagerness to learn * Enthusiastic * Collaborative (team player) * Strong communication skills

Macdonald & Company is partnered with a leading owner, operator, and developer of premier retail and mixed-use properties to appoint an Owner's Representative - Retail Tenant Services in San Jose, CA. This role involves overseeing and coordinating construction projects across a designated portfolio, managing landlord and tenant work, budgeting, scheduling, and ensuring seamless project execution from lease negotiation through completion. The Owner's Rep serves as the key liaison between internal teams, tenants, architects, and contractors throughout the design and construction process. Responsibilities: Drive the design, permitting, and construction process to achieve optimal rent commencement dates. Oversee projects from conceptual estimating to closeout for new and existing retail properties. Coordinate with Leasing, Legal, Asset Management, and Development to ensure lease terms are met. Review leases, construction drawings, and insurance certificates for compliance. Manage project budgets and contracts to ensure timely delivery of landlord's work. Provide regular project status updates and troubleshooting support. Qualifications: 3-7 years of experience in tenant coordination, construction, or project management. Experience with retail property design and construction. Degree in Architecture, Construction Management, or related field preferred. Strong communication, organizational, and analytical skills. Proficiency in reading architectural drawings and financial analysis/reporting. Excellent negotiation and customer service skills. Proficiency in MS Office; graphic design skills are a plus. Ability to travel to project sites and occasionally to the San Jose office.

Red Oak Technologies is a leading provider of comprehensive resourcing solutions across a variety of industries and sectors including IT, Marketing, Finance, Business Operations, Manufacturing and Engineering. Our client is a large electric lighting equipment manufacturer. They are looking for a Customer Service Representative to join their team. This role is a CONTRACT position. Position will be HYBRID. Candidates must be residing within commutable distance of San Jose, CA to be considered. **HYBRID (3 days per week in-person)** **3-month contract assignment + possible extension** Position Duties: Responsible for much of the order fulfillment process including but not limited to order related information requests, communicating delivery schedule, and coordination with other departments to ensure the company provides an accurate and high standard of delivery and customer service. Respond to high volume of inquiries via e-mail or phone from business development managers, sales representatives, and customers regarding pricing, product features, product availability, company policies, and post sales issues. Administer and enforce policies pertaining to pricing, sales orders, freight. Coordinate with the Credit Team to set up new customers and release on credit hold orders. Position Requirements: Bachelor's degree or relevant experience preferred. 3+ years order fulfilment/customer service representative/ and/or sales operations experience in a technical, manufacturing environment. Experience working with sales representatives in a high-volume product environment. Excellent written and oral English communication skills. Thoroughness/Attention to Detail - Superior attention to detail with data entry. Flexibility - Ability to perform in a fast paced, dynamic work environment, meet aggressive deadlines, and work on a flexible schedule. Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook. MS Excel Proficiency - Create, manipulate, and format pivot tables. Able to perform VLOOKUP SAP Red Oak Technologies is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people of all walks of life. See what it's like to be at the top; connect with one of our recruiters and apply today. Let us help you find your next career opportunity! JOIN RED OAK TECHNOLOGIES! Learn what it's like to be a Red Oak Consultant! Red Oak Tech: Quality | Talent | Integrity

About Us: AZAZIE stands as the leading direct-to-consumer (DTC) e-retailer, providing an array of bridal gowns, bridesmaid dresses, evening wear, and accessories. Designed in Los Angeles, AZAZIE disrupts the traditional wedding industry by presenting made-to-order gowns at an affordable price point. The brand is dedicated to promoting body-positive fashion, ensuring that all dresses, available in sizes 0-30, are meticulously cut and sewn to order. Explore our website, where you'll find hundreds of bridal and bridesmaid gowns and dresses, spanning over 80+ enticing color options. Job Summary: Azazie is looking for a self motivated and driven Customer Service Representative to join our growing team! In this role you will be responsible for providing a positive and efficient customer experience by educating customers on product knowledge, policies and services. We are seeking out top talent candidates that are highly engaged with our customers by productively providing the solutions in response to questions, concerns, and complaints through our chat, phone and email channels. * Please note: We are only recruiting local candidates at this time to accommodate a hybrid-based schedule. The employee will come into San Jose location 3 times a week Schedule: Monday -Friday, 7:30AM - 4:30PM Responsibilities: As a Customer Service Representative, you'll be an important part of our growing team! You will be set up for success in meeting the following requirements for this role: Proficient in supporting our customers via phone, chat and email identifying their needs, complaints, or other issues and providing solutions and support as needed. Proactively monitor and de-escalate situations involving unhappy customers by clarifying the information, communicating best next steps and providing solutions within 24-48 hours. Responding efficiently and accurately to customers through showing Azazie cares, listening to their concerns and ensuring they have a memorable experience shopping with us. Navigate knowledge based platforms within: AI Intercom, Company Website, Content Management System, ERP and Happy Returns. Strong attention to detail with ensuring accuracy in information provided and in recording customer details in order to maintain customer satisfaction and resolve issues effectively. Competency and initiative to meet and exceed the department metrics and individual performance goals. Implementation of utilizing software, databases, and tools appropriately to provide exceptional customer service within our DTC industry. Skills/Talents you have: Analytical, problem solver and critical thinker. Ability to manage multiple channels of communication, tickets and customer conversations leading with Azazie cares and empathy. Team player that is willing to take initiative to support customers, other agents and supervisors. Adaptability to thrive in a fast-paced ever changing work environment. Aptitude in maintaining comprehensive knowledge of the AZ CS policies, procedures and SOPs for our customers. Positive attitude with a desire to learn and share ideas in a collaborative work environment. Clear and concise communicator within customer interactions and across different departments. Ability to build positive and long term customer relationships that reflect in positive customer satisfaction survey results. Excellent time management skills. Customer-focused with strong interpersonal and tech savvy skills. Qualifications: Customer Service Experience: 1 year (Preferred) Fluency in English. Additional languages is a plus, but not required (please note if you have skills in Spanish, Mandarin, or French in your application) Experience with AI Intercom, Slack or other CRM software is a plus. Experience navigating websites/browsers and using chat software (ex./ Slack); quickly navigating. between chat and other company tools such as our CRM and phone software. Excellent written and oral communication skills. Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) as well as Google Docs. Customer-focused and can demonstrate mastery of customer service skills. Ability to maneuver between multiple tasks. Benefits: Free snacks and drinks in office Company engagement events Gym access in San Jose office building Monthly departmental CS appreciation lunches Physical Requirements: While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close, distance and color vision. Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements. Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Instrumental helps the world's most admired electronics brands build better hardware -- delivering 3mo payback periods and improving the most critical manufacturing metrics. We drive the digital transformation of quality, inspection, and testing with data analysis & AI products. Hardware engineering, manufacturing operations, and quality teams leverage Instrumental's manufacturing platform to accelerate development time, improve yields, and reduce field failures. We're looking for a Customer Success Executive (CSE) who thrives in the space between strategy and execution. This is not a behind-the-scenes role-you'll be in the thick of it, guiding enterprise customers through high-impact decisions, uncovering new opportunities, and expanding our footprint within organizations like Cisco or Bose. You'll need to be sharp, adaptable, and persistent, knowing when to push and when to listen. Success in this role comes from understanding the people behind the business-building trust, influencing decisions, and creating partnerships that drive real impact. And while you'll drive business growth, you won't be above jumping in wherever needed to make sure customers succeed. This is an opportunity to own key customer relationships, drive real business outcomes, and work with some of the most innovative teams in manufacturing. The right person will find satisfaction not just in the wins, but in the challenge of earning them-understanding the nuances of each customer, navigating complexity, and making an undeniable impact. At Instrumental, we know that the best customer partnerships are built on trust, insight, and the ability to lead with both confidence and empathy. If you're someone who thrives in environments where relationships, strategy, and execution intersect-and you want to be part of a team that values your ability to build, connect, and drive meaningful change-we'd love to hear from you. What You'll Do: Cultivate and expand relationships with enterprise manufacturing leaders, earning their trust and influencing key decisions. Identify opportunities for growth within existing accounts and thoughtfully lead customers toward solutions that make a meaningful impact. Serve as a strategic partner, balancing advocacy for the customer with a deep understanding of how to move the business forward. Work cross-functionally with Sales, Product, and Engineering to ensure seamless execution and continued success. Be hands-on when needed-whether troubleshooting a customer issue or making sure they feel supported in high-stakes moments. Who You Are: A natural relationship builder with the confidence to challenge assumptions and the tact to do so effectively. Someone who has direct experience with hardware development or manufacturing businesses and a deep understanding of how to transform movement in specific KPIs such as yield, throughput, and quality to business and operational value. Adept at navigating large, complex organizations, understanding both formal structures and the unspoken dynamics that drive decisions. Comfortable with strong personalities-whether it's a direct, no-nonsense VP or a skeptical engineering lead, you know how to engage, guide, and win trust. Unafraid to push for results while keeping relationships strong-your approach is persistent but never abrasive. Energized by solving problems and making things happen, whether through influence, creative thinking, or sheer determination. Highly attuned to the nuances of communication-you know when to be direct, when to be diplomatic, and how to make people feel heard while still moving things forward. This position requires access to items and data that are developed under U.S. government contracts and subject to dissemination controls that limit access to U.S. citizens only. We're a growing team that works collaboratively, supports each other, and is energized by having impact. We value passion and the ability to learn - you're encouraged to apply even if your experience doesn't match the job description precisely! The following is a representative annual base salary range for this position within the Bay Area: $117-155k. This position is additionally eligible for substantial variable incentives. In addition, job level and salary opportunities are evaluated through our interview process - we review the experience, knowledge, skills, and abilities of each applicant. Instrumental is proud to offer a highly-rated variety of benefits, including health, vision, dental, commuter plans, and parental leave.

Our client is an established and rapidly growing Investment Advisory Firm seeking someone interested in developing their skills and advancing their career. With over $500M in assets under management (AUM), we've grown purely through client referrals. Our firm offers a unique learning environment, focusing on education and training in FactSet technology, Bloomberg research, Morningstar Direct technologies, and continuous compliance training. As a key contributor, you'll receive significant support from our experienced team and specialized training in client relations, portfolio operations, and analysis. Requirements - client service associate: 1+ years of experience within the private wealth space Strong communication and detail orientation skills, as well as excellent analytical and problem solving skills Ability to work in a small environment where everyone wears multiple hats

Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Pleasanton, CA is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today! The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base of clients and for up to 4 financial advisers and; 3) acting as a client coordinator for your personal client base and the financial advisers assigned to you. Minimum Requirements: Bachelor's degree preferred Previous client interaction in an office environment 5+ years of Financial Industry Experience Preferred CFP Preferred Life & Health paired with either a Series 65 or Series 7 & 66 combination This position requires that you possess the following skills: Analytical Self-Motivated Self-Directed Strong Interpersonal Communication Skills Highly Organizational Advanced Computer Skills Responsibilities Private Wealth Manager: Licenses - Maintain in good standing all required licenses to act as a PWM at E.A. Buck. Rules - Abide by all required rules/regs of the contracted carrier, RIA, and B/D and regulators. E&O - Maintain active E&O insurance. Fiduciary - Act as a fiduciary for all fee-based clients. Attendance - Attend and participate in all scheduled meetings as requested by management, maintain appointment availability as agreed upon for your office/region. Attend Workshops in your market. EPIC Planning - Learn and stay abreast of best practices pertaining to EPIC Planning. EPIC Products - Learn and stay abreast of all products and investments that are core to the EPIC process. Communication - Aim to return all client emails and calls and internal communication within 2 hours or by EOD. Tools - Master and use Nitrogen, Retirement Analyzer, Salesforce, and other software as needed to provide an Epic client planning experience. Tax - Learn to use the EAB tax projection effectively and efficiently for Discovery and review meetings. Client Meetings - Thoroughly prepare for all client meetings in advance and provide and EPIC planning experience. Documentation - Document all client communication in SF which includes detailed meeting notes, phone calls, and emails within the same day of the communication. Goals - Set annual, quarterly, and monthly sales goals and maintain focus on reaching your goals. Service - WOW the clients, they should feel fortunate to have you and EAB as their planner and planning firm. Education - Read/listen to at least 4 financial, educational, motivational books annually. Attend co-adviser client meetings regularly. New Business Processor: Check and collect incoming requests from the in-tray and the new business tray. Review Life, Annuity & Security new business applications and servicing requests which include supporting documentation for completeness. Enter and update new business information into the internal tracking system. Application preparation and new business processing for your assigned advisors. Scan & upload documents into client files in Citrix. Assist Advisors with application preparation and new business processing. Submit documents in their entirety to the Broker/Dealer for review and approval. Submit vendor documents to the vendor for review and approval. Ensure all Broker/Dealer and vendor outstanding requirements are satisfied. Confirm source of funds are received. Process urgent client servicing items, ex. Withdrawal requests, rebalancing/ reallocation instructions, account closure, etc. Salesforce tracking daily on pending new business. All new business applications accompanied by a check must be processed within 24 hours, check must be placed in the safe. Client Coordinator: Participate in daily check-in meetings, HIVE meetings, and WIG meetings. Aim to return all client calls and e-mails within 2 hours. Enter and update client and business information into our CRM. Prepare client review summaries (“recaps”) for upcoming meetings and transfer to Advisor two weeks before their scheduled appointment. Recaps to be prepped based on Advisor planning level (Basic vs Full) Check in with Advisors daily Call unbooked clients, with a minimum target of 80% of clients tied to a booked appointment. Call unbooked members, with a minimum target of 75% of members with their next appointment booked. Call unbooked DISCOs, with a minimum target of 70% of DISCOs with their next appointment booked. Assist Advisors with account servicing forms. Record notes from every Registered Representatives and client conversation in Salesforce. Act as back up to other administrative staff during lunch hour, vacation, sick days and transition periods. Salary: $70K-$80K Monthly commission (uncapped) Benefits: 401k with automatic 3% contribution from company Pre-paid insurance (health, vision, dental, pharmaceutical) Paid holidays PTO Hours: Monday-Friday, 8am-5pm (in-office) Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Member Service Representative (MSR) plays a crucial role in providing exceptional customer service and financial solutions to clients. This position is responsible for assisting members with banking transactions, account inquiries, and product recommendations while ensuring compliance with banking regulations and policies. Key Responsibilities: Greet members in a professional and friendly manner, ensuring a positive banking experience. Process financial transactions, including deposits, withdrawals, transfers, and loan payments efficiently and accurately. Assist members with opening and closing accounts, issuing debit/credit cards, and resolving account inquiries. Identify customer needs and recommend suitable banking products and services, such as savings accounts, loans, and investment options. Proactively cross-sell and refer customers to appropriate departments (e.g., lending, investments) to enhance financial well-being. Educate members on digital banking services, including mobile apps and online banking. Ensure all transactions and procedures comply with federal regulations and internal policies. Maintain confidentiality and safeguard member information. Identify and report any suspicious activities related to fraud or security risks. Maintain accurate records of transactions and documentation. Assist with branch operational tasks, including balancing cash drawers and ATM management. Participate in training and professional development programs to stay updated on banking regulations and best practices. Qualifications & Requirements: High school diploma or equivalent (Associate's or Bachelor's degree in Business, Finance, or related field preferred). 2 years of experience in customer service, banking, or financial services preferred.

The Customer Service Specialist role is dedicated to providing the highest quality of customer support by offering full time phone coverage, managing numerous daily activities, and participating in internal and external departmental projects. The role of Customer Service is critical to the daily operation of the organization. It is imperative that Customer Service employees are dependable, discreet, discerning and flexible. Key Responsibilities: Provide a high level of customer service • Act in accordance with company policy • Provide full time phone coverage (shift to be determined by management) • Suggest new programs and or projects to promote customer service • Determine appropriate action to take to resolve customer issues • Determine when it is appropriate to escalate customer issues to management • Work with Finance, Product Distribution and Customers to resolve disputes • Act as customer advocate in investigating and responding to complaints while suggesting necessary process improvements to avoid recurrence • Stay informed of current industry practices / trends • Participate in the development and maintenance of department defined quality standards and measures • Maintain effective and timely communication with team members as well as the supervisor regarding departmental issues • Support corporate values • Remain flexible to ever changing customer needs and requirements Order Management • Process customer orders accurately • Review inventory to determine appropriate customer order commitment. • Maintain follow up on customer order issues. • Interact with key customer purchasing personnel to advise of order status • Ensure adherence to appropriate laws, regulations and programs Administer customer return process • Act as a liaison between customer, third party provider and GNE to facilitate customer returns. • Ensure accurate posting of credits and debits in accordance to policy • Ensure timely turnaround of customer authorizations Support GNE Sales initiatives • Participating in the product launch process to ensure a positive outcome • Administer special programs Work as part of an effective team • Support team decisions • Respect diversity • Being flexible with assigned schedule • Have the ability to adapt to a constant changing environment • Ability to work through conflicting, delayed or ambiguous information • Actively Participate in various team initiatives; Lean Daily Management, etc. The successful candidate will demonstrate key competencies listed below critical to this role: • Decision Making - Thinks through problems clearly and logically; is decisive • Technical and Business Expertise - Applies emerging knowledge and trend; builds strong relationships; contributes expertise within and beyond assigned area • Communication - Listens well, expresses ideas fluently and logically, is open to input and feedback • Teamwork and Collaboration - Creates an atmosphere of openness and trust; collaborates, offers support and encouragement • Achieving Results - Is goal-directed and persistent; is accountable for meeting commitments, recognizes the contributions of peers

About BeHeard: BeHeard is a seed-stage company located in the Bay Area, founded by Mayank Mehta and Aneesh Karve. BeHeard is a 'superconductor' between businesses and their customers for feedback. We use considerate AI agents to gather deep insights throughout the customer journey, direct executives to improve their offerings, and boost revenues, reimagining what an AI-native feedback would be for businesses. We are just starting to work with some local and global companies in New York and would love to work with interns who want to learn how companies get going from scratch. You will play a critical role in gathering and analyzing valuable consumer feedback that directly impacts our business success. Position Overview: BeHeard is seeking an analytical and creative Retail Strategy & Consumer Feedback Intern to help optimize our approach to gathering in-store consumer insights. This internship is an exciting opportunity for someone interested in strategy, consumer behavior, and how to strategically insert consumer feedback mechanisms into the physical store environments, such as retail, services, restaurants, and more. In this role, you will study how consumers move through stores and identify the best points of engagement for capturing feedback. You will focus on uncovering where BeHeard can be most effectively integrated into the customer journey to capture high-quality insights, especially for global brands and chains. Key Responsibilities: 1) Retail Store Observations: Visit and study retail, restaurant, and service businesses Observe customer behavior, from entry to exit, to understand how they engage with different areas of the store (product displays, customer service desks, checkout areas, etc.). Identify key touchpoints in the store flow where consumers are most receptive to providing feedback, such as post-purchase, while browsing, or after receiving assistance. Focus on optimizing interaction points that maximize valuable customer feedback for the brand. 2) Strategic Analysis of Consumer Flow: Map the typical consumer journey in the store, identifying where and when customers are most likely to engage with feedback tools. Analyze the efficiency and effectiveness of current feedback-gathering techniques (e.g., surveys, kiosks, or mobile interactions). Evaluate potential barriers to customer participation in feedback programs and suggest ways to overcome them. 3) Develop Feedback Insertion Strategy: Propose strategies for BeHeard to insert itself into the retail experience in a non-intrusive yet effective way. Brainstorm innovative feedback mechanisms that integrate seamlessly into the store's existing layout and consumer journey. Recommend technology, tools, or physical placements (e.g., at checkout counters, near product displays, or at exits) that encourage customers to share feedback. Provide actionable recommendations for each retail partner based on your observations. 4) Create Strategic Presentations: Develop clear and compelling presentations that outline your findings and recommendations. Include visual maps of the customer flow, identifying where BeHeard could most effectively gather feedback. Present your ideas for maximizing feedback collection without disrupting the shopping experience. Ensure the presentations are tailored to each brand's unique retail environment and customer base. What You'll Gain: Hands-on experience in retail strategy and consumer insights. A deeper understanding of how consumer behavior impacts retail performance. Practical experience in creating strategic recommendations for high-profile brands. The opportunity to innovate and contribute to real-world retail feedback solutions. Enhanced skills in research, analysis, and presentation. Requirements: Currently pursuing a degree in Business, Marketing, Consumer Behavior, Retail Management, or a related field. Strong interest in retail strategy, customer experience, and consumer insights. Excellent observational and analytical skills. Ability to think creatively and propose innovative solutions. Strong organizational skills and attention to detail. Ability to work independently and travel to retail locations. A passion for start-ups and all things tech and people. Preferred Qualifications: Previous experience or coursework in retail strategy, consumer behavior, or market research. Familiarity with retail environments, particularly in retail, hospitality, and service sectors.

Arch Premier is looking for the next addition to our growing team! Our Entry Level Account Representative brings our national clients to a local level, making products and services more accessible to potential new customers. In this entry-level position, you will be interacting daily with customers face-to-face in local retail settings and are responsible for creating new accounts for the national brands we represent. You'll focus on new customer acquisition as well as maintaining existing accounts. This position is perfect for someone looking to get in on the ground floor of a marketing and sales team that represents some of the biggest companies in the world. THIS IS AN IN-PERSON POSITION ONLY! Local applicants encouraged to apply! Account Representative Responsibilities: Engage on a face-to-face level with potential new customers Acquire new customer accounts Resolve any issues that arise with current accounts Take customer information accurately Track daily and weekly sales goals Account Representative Requirements: Sales/customer service/marketing experience is a plus Student Mentality People Person Problem Solver Team player Account Representative Benefits: Weekly pay Paid training Growth opportunities Travel opportunities Hands-on mentorship in the business world If you want to develop a skill set that will elevate your business sense and advance your career, then APPLY TODAY!

Imagine your ideal job. Now add bowling. And arcade games. And parties every day of the week. This isn't any ordinary job; it's the beginning of a bowled new career as an Hybrid Event Sales Representative at Lucky Strike Entertainment. Are you the life of the party? Do you know what it takes to make a great event even more amazing? If so, then you may be just what we're looking for. Our Event Sales Representatives are more than just good salespeople-they're talented experience-makers . They tirelessly engage with calls and emails to secure bookings, manage their pipelines, meet and tour with potential clients, and collaborate with our Operations Team to guarantee flawless execution of our guests' events. You'll make the booking/planning/partying process easy (and fun!) so that your client comes back again and again. Essential Duties: Get a glimpse of all you'll experience as an Event Sales Representative. DEVELOP YOUR IQ & BOOK IT Respond to all event inquiries (that's a given) and turn those inquiries into booked events. While you'll be working in one of our beautiful locations, you'll also be planning events for multiple venues! Learn the features and benefits of our distinctive properties and event options-and relay them effectively to your clients as you will be booking events across multiple venues. Understand the unique needs of all types of events-from corporate functions to birthday parties to other social events. HIT THOSE NUMBERS Meet (nay, exceed ) your individual sales KPIs. STAY ON POINT Organization is the key to success when working with a large rolodex of clients and multiple venues. Be the on-site contact for our operations team, hosting BEO meetings, and working together to ensure every event is a smashing success! guide the guest Be there for your clients, planning their events, and coordinating the details until the day of the party. Actively managing the client relationship both during and after the event with retention efforts to ensure your client comes back year after year. FLEXIBILITY IS KEY Be available to work evenings, weekends, and holidays, especially during our busiest event-packed seasons. BE CAMERA READY Stay connected with the rest of the team on camera! Whether it is for one-on-one coaching sessions or daily meetings, we're committed to fostering the camaraderie of an office for our remote reps. Plus, our clients can pop in at any time so always be ready to showcase your enthusiasm and professionalism. WHO YOU ARE You're a motivated, ambitious individual who's eager to learn and ready to sell our unique spin on bowling entertainment and events. Embracing feedback isn't just a skill, it's something you thrive on to become even greater! You love friendly competition and use that to achieve your KPIs. Your commitment to guest service and your interpersonal skills are on point and combine to turn ordinary events into epic celebrations that everyone will be talking about long after the party's over. Desired Skills: Check out the desired skills below and see if you have what it takes to join our team. Broad knowledge of sales, hospitality, and event planning Proficient in technology including Outlook, Microsoft Teams, and Excel Strong verbal and written communication skills (because to sell the experience, you have to be able to communicate it- effectively ) Feedback driven Time management and organization skills Adaptability REQUIRED: Ability to travel once a year to the national sales conference the LUCKY STRIKE team With approximately 350 entertainment destinations spanning North America, our portfolio includes renowned brands like Bowlero, Lucky Strike, AMF, and the Professional Bowlers Association (PBA). As a company, we are committed to diversity, dedicated to our guests, and devoted to making the work-life experience a joy for one another. When work is this much fun, it doesn't feel like work at all. Join our team of over 12,000 associates and experience the fulfillment of being part of the Bowlero family.

OUR COMPANY Bonafide Health (********************** is a rapidly growing, innovative healthcare company focused on developing scientifically validated, powerful supplements and medical devices to treat women's common healthcare needs and improve their quality of life. Our mission at Bonafide is to provide women with powerful solutions for the perfectly natural symptoms that occur throughout their lives - from PMS to menopause and everything else along the way. All Bonafide products are hormone-free, meticulously researched, and thoughtfully developed using the safest ingredients possible. These are just a few reasons why Bonafide products are so popular with women and doctors. Bonafide Health is a subsidiary of Pharmavite. Pharmavite was founded with the belief that there had to be a better way to be healthy than relying on prescriptions. Pharmavite is the parent company of an exciting portfolio of brands including Nature Made, Uqora, and MegaFood. JOB SUMMARY Our national team of sales representatives are among the most driven, compassionate, and adaptive in the industry. Together, they educate healthcare professionals on Bonafide's innovative treatment solutions for women's health. As individuals, they develop original outreach plans that help connect our treatments to the patients and care communities we serve. We're ready to welcome another to this team, and if you have a similar commitment to continued learning, patient care, we'd love to hear from you. As a Bonafide Sales Representative, you will report directly to the District Manager, you will provide product and condition state knowledge and effectively educate and engage healthcare professionals about product efficacy and education. Maintain in-depth knowledge of market, demographic, and territory managed markets information. Working with your Division Manager and Vice President of Sales you will analyze sales and market trends to effectively identify business opportunities in your territory and develop and execute a territory specific business plan. KEY RESPONSIBILITES Critical contributions this role is counted on to deliver include: Provide customers with current and comprehensive product and condition state efficacy and education for appropriate patients Daily activities include one-on-one sales presentations to targeted health care professionals, arrangement of group selling programs; provide continuing education and value-added services to a wide range of health care professionals; and analyze sales and market trends to effectively identify business opportunities Implement account management strategies Execute sales force strategies and marketing plans effectively to meet or exceed sales objectives Review and analyze market data for developing and implementing business plans that focus on selling to targeted customer segments / business channels Partner with internal and external constituents to maximize customer satisfaction and drive profitable growth and sales targets Comply with all legal and regulatory compliance requirements established by Bonafide. WHAT SUCCESS LOOKS LIKE IN THE ROLE: Demonstrates mastery of product features, benefits, and clinical applications of the Bonafide portfolio. Delivers exceptional communication skills with the ability to convey complex medical and scientific information to providers in a clear and persuasive manner. Listening actively to understand customer needs and address concerns effectively Establishes trust and rapport with healthcare professionals; maintains relationships through consistent follow and personalized service Delivers a goal-oriented and resilient attitude to achieve or exceed sales goals. Resilience in overcoming objections, handling rejection, and adapting to changing market conditions Adheres to legal and ethical guidelines in the promotion of Bonafide's portfolio. REQUIRED QUALIFICATIONS: In order to take on these challenges, you'll need to have: A minimum of a Bachelor's degree is required A valid driver's license is required and must be able to operate a motor vehicle as part of the day-to-day job requirements. Must reside within a commutable distance of 50 miles of the primary city in the sales territory The ability to travel as needed depending upon geography (including overnights and/or weekends) Demonstrates a strong drive and passion for their work. Possesses a high level of emotional intelligence and leadership skills. Demonstrate learning agility and critical thinking skills. Demonstrated judgment and decision-making capability. Proven track record for consistently meeting or exceeding financial and/or other quantitative targets, as well as qualitative goals Ability to learn complex technical / scientific information and effectively communicate to a broad audience of health care professionals. Demonstrates the ability to cultivate new and existing relationships. Proficient in Microsoft Office products including Outlook, Word, Excel, PowerPoint PHYSICAL REQUIREMENTS Do not edit: HR USE ONLY This position primarily works in a remote or customer office environment. It requires the ability drive, sit or stand for long periods of time and frequent walking. Daily use of a computer, phone, office equipment and other computing and digital devices is required. May be required to stand for extended periods when facilitating meetings or walking in the facilities. Some local travel may be necessary, so the ability to travel by plane, operate a motor vehicle and maintain a valid Driver's license and/or effectively navigate public transportation is required. While performing the responsibilities of the job, the employee must be able to read and respond to interoffice communications as well as effectively participate in meetings. The employee is often required to operate a motor vehicle in their respective territory while repeatedly getting in and out of the car to visit customer offices, sit and use their hands and fingers, to lift up to 20 lbs., pull, push, carry, handle or feel. The employee is required to carry, handle items, reach with arms and hands, to stoop, kneel, or crouch; talk or hear. Mental demands may require prolonged concentration, reading comprehension, understanding and interpretation of concepts, ideas and philosophies.

Keith Giusto Bakery Supplies, KGBS, a consistently growing company, needs a sales representative to cover the lower half of the Bay Area. We have a powerful branded product, well known in the bakery industry for excellence and a customer service reputation second to none. The sales area would be south of San Francisco, down the peninsula and south of Oakland down to San Jose. Our business is anchored on the complete line of Central Milling flour and grain, accompanied by specialty bakery ingredients such as sugar, salt, seeds, and chocolate. Our clients run the gamut from major Bay Area production facilities to small independent artisan bakeries. We pride ourselves on a positive work environment and team work. To be successful you need to be organized, have good time management and strong communication skills. We are not looking for some slicked up, fast talking sales huckster who says they can sell honey to a bee. We need an energetic, empathetic, upbeat representative who is passionate about flour, baking and helping their clients achieve their vision. Your job is to visit your current clients on a regular basis to maintain a connected relationship ensuring they have what they need for their business, introducing new items where appropriate. You will also be looking for and following up on new business opportunities. Our sales work is done through the NetSuite system. Previous knowledge is a plus, but knowing another inventory sales software system, like Salesforce, would help you pick things up quickly as well. Using Excel, Word, and Outlook would be part of the day-to-day functions along with frequent phone conversations. Benefits include Kaiser medical and vision, covered at 90% for the primary, dental, phone allowance, laptop, and 401K after one year that is 6% match. Compensation is base salary and sales target bonuses. Our expectation would be one day a week at the Home Office in Petaluma the rest of the week working your market area. You will be training one-on-one with our best salesperson. During the training period, you may need to be in Petaluma more frequently. Job Type: Full-time Pay: From $70,000.00 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Compensation Package: Yearly bonus Schedule: 8 hour shift Day shift Monday to Friday Ability to Commute: Petaluma, CA 94954 (Required). Once trained, this would be once a week, with the balance of time spent in your territory. Work Location: Hybrid remote in Petaluma, CA 94954

Sports-Minded Sales Representative Pay: $17-$22/hour + Commission Focused Development Group is seeking dynamic, goal-oriented individuals to join our sales team. While we're not in the sports industry, we value the qualities often found in athletes and team players: drive, resilience, and the ability to perform under pressure. If you excel in competitive environments and thrive on achieving results, this could be the perfect opportunity for you. Key Responsibilities: Build and maintain strong relationships with prospective clients. Identify client needs and present tailored solutions to meet goals. Consistently achieve or exceed individual and team sales targets. Collaborate with team members to share strategies and improve overall performance. Represent our company professionally and uphold our commitment to quality service. What We Offer: Competitive base pay ($17-$22/hour) plus uncapped performance-based bonuses. Opportunities for professional development and growth within the company. A supportive, team-oriented environment focused on achieving collective success. Comprehensive training to help you succeed in your role, regardless of your previous experience. What We're Looking For: A results-driven mindset: You're motivated to achieve and exceed goals. Strong interpersonal and communication skills: You can build rapport and foster trust with clients. A collaborative team player: You work well with others while staying focused on personal success. Previous experience in sales, customer service, or related roles is beneficial but not required. At Focused Development Group, we believe in hiring individuals who bring energy, determination, and focus to everything they do. If you're ready to apply your competitive mindset in a professional sales environment, we want to hear from you. Apply today to start your journey with us!

Seasonal Reader for the Stanford GSB MBA Admissions Office Stanford Graduate School of Business Residing in Silicon Valley, the heart of innovation, Stanford GSB has built a global reputation based on its immersive and innovative management programs. We provide students a transformative leadership experience, push the boundaries of knowledge with faculty research, and offer a portfolio of entrepreneurial and non-degree programs that deliver global impact like no other. We strive to change lives, change organizations, and change the world. The MBA Admissions team is seeking a few seasonal readers to round out the team for the 2025-2026 academic year. In a highly selective admissions process, seasonal readers help the MBA Admissions Office evaluate candidates' application materials (e.g. academic transcripts, career history, letters of recommendation, personal essays, etc.) and recommend decisions based on our Evaluation Criteria, which include how candidates think, how they lead, and how they see the world. In a typical year, seasonal readers work up to 18 weeks per season within the three application rounds (early September through early November, early January through late February, and early April through early May). In a reader's first year, there will be a month-long intensive training program starting the last week of July and ending the last week of August, followed by 30-40 hours of reading per week during each application round. The reading season will last through early May 2026. All evaluation work is performed remotely. While seasonal readers do not need to be located in the San Francisco Bay Area, they must be available for periodic meetings held during standard business hours (9AM to 5PM) for the Pacific Standard Time Zone and have the ability to travel to the Stanford campus for a few days in early September every year. Pay range starts at $40/hour, depending on experience. Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location, and external market pay for comparable jobs. Your primary responsibilities include: Holistically evaluate MBA candidates' applications according to our Evaluation Criteria Write decision recommendations with clear rationales To be successful in this position, you will bring: Bachelor's degree and at least three years of relevant experience or a combination of education and experience Experience in a field with exposure to pre-MBA and post-MBA roles, or experience and skill in Admissions Excellent oral and written communication skills Strong analytical and critical thinking skills to review and assess qualitative information Superb attention to detail Strong sense of confidentiality and ability to maintain it Demonstrated ability to respect and encourage diverse perspectives Absolute dependability and strong time management skills Ability to commit to the role for a minimum of 3 years, given the steep learning curve. Please do not apply if you are only able to work 1-2 years or if you have another full-time job commitment Commitment to work up to 40 hours/week in the following periods: mid-September through early November, early January through late February, the month of April. Hours worked do not need to occur during standard business hours, but weekly goals and deadlines must be met Proactive spirit for problem solving and innovation User knowledge of Google Workspace, particularly Google Docs, Google Sheets, and Google Slides In addition, our preferred requirements include: Advanced degree; MBA preferred Previous experience in Admissions or leadership assessment experience Ability to work evenings or weekends occasionally Experience with Slate is a plus Timeline: Mandatory training will start on 28 July 2025 and last through 29 August 2025. The reading season will begin in early September, including two on-campus meeting days, and last through early May 2026. To Apply: Please email your resume and cover letter to Chelsea Sun (******************) by April 15, 2025. Interviews will take place during April and May, with offers extended by June.