Top 1263 Financial representative Jobs in Cupertino, Ca

Senior Customer Service Representative
MASS PRECISION INC —San Jose, CA
- $85,000 - $100,000 a year
- Full-time
- Oracle
- Microsoft Outlook
- Mid-level
Financial Representative
Northwestern Mutual —Campbell, CA
- $125,000 - $270,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Representative
New York Life & New York Life Investments —San Mateo, CA
- $89,017 - $164,619 a year
- Full-time
- Background check
- Sales
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Financial Service Advisor (Personal Banker)
Mission City Federal Credit Union —Santa Clara, CA
- $31 - $37 an hour
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
1d
In-Home Sales Representative | Paid Training
Quality First Home Improvement, Inc —Campbell, CA
- $80,000 - $250,000 a year
- Full-time
- Background check
- Clean driving record
- Sales
- Paid training
- Mileage reimbursement
Quick Apply
Onsite Customer Success Specialist (Mandarin Required)
Think Academy US —San Jose, CA
- $25 - $28 an hour
- Weekends as needed
- Writing skills
- Mid-level
- Bachelor's degree
Quick Apply
4d
First Mile Pickup Operations Specialist
SPEEDX LOGISTICS INC. —Hayward, CA
- From $24 an hour
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
12d
Wine Sales Representative- South Bay
Quintessential —Los Gatos, CA
- $55,000 - $75,000 a year
- Full-time
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid holidays
Quick Apply
Financial Advisor
Edward Jones —Scotts Valley, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Customer Sales Representative
San Jose Sales Associates —Sunnyvale, CA
- $900 - $1,200 a week
- Full-time
- Children
- In-person
- Reliable transportation
Quick Apply
2d
Customer Service and Sales Associate
CapsoVision, lnc. —Saratoga, CA
- $60,000 - $72,449 a year
- 8 hour shift
- Microsoft Excel
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Licensed Insurance Sales Agent
Allstate Insurance Agency —Hayward, CA
- $41,600 - $120,000 a year
- Full-time
- Management
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Sales Representative
Kent Automotive —Fremont, CA
- $100,000 - $110,000 a year
- Full-time
- Entry level
- Dental insurance
- Paid time off
Quick Apply
1d
Financial Advisor
Edward Jones —Soquel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Lifecycle Marketing & Marketing Operations Specialist
ScreenBeam Inc. —San Jose, CA
- $75,000 - $85,000 a year
- Email
- Marketing
- Salesforce
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Sales Development Representative
Flexzo —San Jose, CA
- $50,000 a year
- Mid-level
- Office
- Commercial
Outside Sales Representative (Food Distribution)
Confidential —Hayward, CA
- $50,000 - $90,170 a year
- Full-time
- Spanish
- Sales
- English
- Profit sharing
- Health savings account
Quick Apply
Financial Services Professional
Principal Financial Group —San Jose, CA
- $50,000 - $200,000 a year
- Full-time
- Management
- Sales
- Military
- Health insurance
- Dental insurance
Quick Apply
14d
Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California
TTEC —California
- $21.65 an hour
- Full-time
- Remote
- English
- Research
- Windows
- Wellness program
- Tuition reimbursement
Inside Sales Representative
DPR Construction —Silicon Valley, CA
- $27 - $32 an hour
- Full-time
- Office
- Data entry
- 1 year
- Health insurance
- Dental insurance

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Senior Customer Service Representative

MASS PRECISION INC -
San Jose, CA

Apply Now

Job Details

Full-time
$85,000 - $100,000 a year

Qualifications

Customer communication
Manufacturing company experience

Full Job Description

GENERAL JOB DESCRIPTION

The Customer Service Representative serves as the primary point of contact for assigned customer accounts, managing day-to-

day communication related to orders, schedules, and delivery commitments. This role requires a proactive, energetic approach

to coordinating with internal teams, resolving customer needs, and supporting accurate order management and on-time

delivery.

DUTIES & RESPONSIBILITIES

Act as the primary point of contact for assigned customer accounts, independently managing day-to-day

communication related to orders, schedules, and delivery commitments.

Take ownership of processing customer purchase orders, sales orders, and order revisions within the ERP system, ensuring

accuracy and efficiency.

Coordinate with internal teams to support on-time delivery, provide order status updates, and resolve customer inquiries.
Manage customer demand schedules, forecasts, and Just-In-Time (JIT) programs in alignment with production planning.
Monitor order progress and proactively communicate schedule changes, risks, or delays.
Support new product introduction (NPI) programs by coordinating order setup, documentation, and customer

requirements.

Execute engineering change orders (ECOs) and configuration updates to ensure accurate order processing.
Track delivery requirements, manage expedite requests, and resolve potential disruptions before they impact the

customer.

Maintain accurate customer account information, pricing, and order records within the ERP system.
Collaborate with cross-functional teams to resolve order issues, quality concerns, and delivery challenges.
Provide order acknowledgements, shipment notifications, and timely status updates to customers.
Follow up on quotes and support repeat order processing.
Ensure compliance with customer specifications, quality standards, and company procedures.
Build and maintain strong customer relationships through proactive communication, accountability, and a high level of

service.

Contribute energy, initiative, and ideas that support continuous improvement within customer service and order

management processes.

EDUCATION, TRAINING & EXPERIENCE

Associate’s or Bachelor’s degree in Business, Supply Chain, Operations, or a related field preferred; equivalent work

experience will be considered.

2–5 years of experience in customer service, account coordination, order management, or program support within a

manufacturing or contract manufacturing environment.

KNOWLEDGE, SKILLS & ABILITIES

Experience using ERP systems (such as Epicor, SAP, Oracle, or similar) to manage orders, schedules, and customer

accounts.

Working knowledge of manufacturing operations, production scheduling, and order fulfillment processes.
Strong written and verbal communication skills with the ability to effectively interface with customers, program

managers, and internal teams.

Highly organized with strong time-management skills and the ability to manage multiple priorities in a fast-paced

environment.

Strong attention to detail and accuracy when managing customer orders, schedules, and documentation.
Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook.
Proactive problem-solving skills with the ability to identify issues, communicate risks, and drive timely resolution.
Ability to work both independently and collaboratively within a cross-functional team environment.

Apply Now

Refine Your Search

financial representative jobs in cupertino, ca

Senior Customer Service Representative

Financial Representative

Financial Representative

Financial Service Advisor (Personal Banker)

In-Home Sales Representative | Paid Training

Onsite Customer Success Specialist (Mandarin Required)

First Mile Pickup Operations Specialist

Wine Sales Representative- South Bay

Financial Advisor

Customer Sales Representative

Customer Service and Sales Associate

Licensed Insurance Sales Agent

Sales Representative

Financial Advisor

Lifecycle Marketing & Marketing Operations Specialist

Sales Development Representative

Outside Sales Representative (Food Distribution)

Financial Services Professional

Vietnamese-English Bilingual Healthcare Customer Service Representative - Remote in California

Inside Sales Representative

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