Top 51 Senior customer service representative Jobs in Vernon, Ca

Senior Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
Sr. Candy Concierge
See's Candies —Carson, CA
- $22 - $25 an hour
- Full-time
- Mid-level
- Conflict management
- Mentoring
- Paid time off
- Parental leave
Customer Care Manager
ATR —Los Angeles, CA
- $80,000 - $112,320 a year
- Overtime
- HIPAA
- 3 years
- Senior level
Quick Apply
Sr. Client Manager
Gallagher Benefit Services —Glendale, CA
- $74,000 - $144,500 a year
- Full-time
- 5 years
- Bachelor's degree
- Mentoring
- Paid parental leave
- Health savings account
Client Services Coordinator
Senior Helpers - West San Gabriel Valley —Monterey Park, CA
- $18 - $22 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Hospital
- Disability insurance
- Health insurance
Quick Apply
Senior Community Health Worker - Call Center Agent
Heluna Health —Alhambra, CA
- $23.00 - $28.62 an hour
- Spanish
- Microsoft Excel
- Microsoft Outlook
Support Lead
Circadia Health —El Segundo, CA
- $60,000 - $80,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Customer Care Workforce Manager
Super Care, LLC —City of Industry, CA
- $68,680 - $113,568 a year
- Overtime
- Background check
- HIPAA
- 3 years
- Paid training
- Health insurance
Quick Apply
5d
Sr Customer Service Representative
Excelsior Nutrition Inc —Anaheim, CA
- $25 - $35 an hour
- Extended hours
- Microsoft Outlook
- Computer literacy
- Mid-level
Quick Apply
12d
Senior Community Health Worker (Office)
Heluna Health —Alhambra, CA
- $23.00 - $28.62 an hour
- Temporary
- Spanish
- Microsoft Excel
- Microsoft Outlook
Sr. Guest Services & Insights Manager
Din Tai Fung North America —Arcadia, CA
- $148,000 - $185,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Office
- 3 years
- Health savings account
- Health insurance
Senior Freight Forwarding Operations and Customer Service Agent - Ocean Exports
DP WORLD LOGISTICS USA, INC —Carson, CA
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- US work authorization
Quick Apply
12d
Sr. Client Service Specialist
Cathay Bank —Los Angeles, CA
- Full-time
- Word processing
- English
- High school diploma or GED
- Health savings account
- Disability insurance
Quick Apply
10d
Customer Success Manager
Circadia Health —Los Angeles, CA
- $120,000 - $180,000 a year
- Full-time
- Up to 50% travel
- Travel
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Senior Community Health Worker, Ambulatory Care Network (Office)
Heluna Health —Alhambra, CA
- $23.00 - $28.62 an hour
- 8 hour shift
- Hybrid work
- Spanish
- Microsoft Excel
- Microsoft Outlook
Senior Service Professional
Cetera Financial Group —El Segundo, CA
- $27.40 - $34.61 an hour
- Full-time
- Hybrid work
- Mid-level
- Microsoft Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
2d
Sr. Client Relations Associate
Pierre Landscape Construction —Irwindale, CA
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Criminal background check
- Paid holidays
- Disability insurance
Quick Apply
9d
Sr. Customer Service Representative
American Fruits and Flavors —San Fernando, CA
- $24 - $26 an hour
- Management
- ERP systems
- English
Senior Customer Service Representative
RB Global —Wilmington, CA
- $19 - $21 an hour
- Full-time
- Mid-level
- Office
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Senior Customer Success Manager, Enterprise - West
Chainguard —Los Angeles, CA
- Up to $160,000 a year
- Remote
- Azure
- 5 years
- AWS
- Paid parental leave
- Health insurance
Quick Apply

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Senior Client Service Associate- Bel Air Investment Advisors

HighTower Advisors -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$125,000 - $150,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Customer communication
Research

Full Job Description

Your Future Team
Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform. The firm was founded in 1997, with offices based in Los Angeles built on a set of client-centric core beliefs which guide its practice.

Bel Air Investment Advisors employs more than 50 individuals including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support. The company is looking to add a Senior Client Service/Advisory Associate (CSA) to help the team grow.

What You’ll Do

Coordinates the implementation of the service and operational functions of the advisory team necessary to ensure proper servicing of clients and the timely/accurate execution of investments.
Acts as a liaison between the advisory team, their clients & internal departments to provide day to day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
Coordinates the new client process including participating in meeting preparation, collection of client background information, providing and obtaining required account and investment strategy documentation, and operational coordination of account establishment and transfers.
Coordinates the asset allocation & reallocation process including, addressing necessary paperwork, account establishment, and investment implementation and/or changes with applicable department(s).
Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests.
Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes.
Performs other necessary duties and participates in Firm projects as assigned.

What You’ll Bring
The candidate should have strong professional verbal and written communication, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.

The ideal candidate will have experience and attributes in the following areas:

Deep experience in a similar role with a Registered Investment Advisor and/or Brokerage Firm.
Strong understanding of standard concepts, practices, and procedures within the industry.
Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment.
Ability to solve problems, anticipate needs and provide superior service.
High energy with ability to handle pressure and meet deadlines.
Detail-oriented with ability to prioritize and organize workflow
Ability to work effectively in a team environment
Flexible and willing to perform other tasks as assigned
Strong technical skills using the Microsoft Office Suite including Excel, Word and Outlook.
BA/BS degree in finance or related field preferred

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $125,000- $150,000 plus annual performance and profit-sharing bonuses (exact base salary amount will be dependent on experience)

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Quick Apply

Refine Your Search

senior customer service representative jobs in vernon, ca

Senior Client Service Associate- Bel Air Investment Advisors

Sr. Candy Concierge

Customer Care Manager

Sr. Client Manager

Client Services Coordinator

Senior Community Health Worker - Call Center Agent

Support Lead

Customer Care Workforce Manager

Sr Customer Service Representative

Senior Community Health Worker (Office)

Sr. Guest Services & Insights Manager

Senior Freight Forwarding Operations and Customer Service Agent - Ocean Exports

Sr. Client Service Specialist

Customer Success Manager

Senior Community Health Worker, Ambulatory Care Network (Office)

Senior Service Professional

Sr. Client Relations Associate

Sr. Customer Service Representative

Senior Customer Service Representative

Senior Customer Success Manager, Enterprise - West

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