-
Customer Service Rep
1 week ago
Infinite Electronics International, Inc. Irvine, United States**Position Description**: · The Customer Success Center currently works in a hybrid work environment, but employees could be required to be in-office up to 5-days a week based on changing business needs. · If you are interested in working in an employee-centric environment with a ...
-
Customer Service Rep Ii
1 week ago
General Tool Irvine, United States**Job position Summary**: · Customer Service Representative II is a mid-level position that is assigned a full range of duties. This · position requires performing customer service work, providing external/internal support for both their · will have moderate supervision with the ...
-
Customer Service Rep Trainee
1 week ago
Glidewell Dental Irvine, United StatesParticipates and completes Glidewell's customer service training program in order to be equipped with the proper tools, phone etiquette techniques, and product knowledge to successfully fulfill a customer service role at the Company. · **Start Date: 6 weeks of training starting A ...
-
Guest Services Rep Full Time-104010
1 week ago
ESA Management, LLC Irvine, United States Full time**POSITION PURPOSE AND SUMMARY** · The Guest Services Representative ("GSR") position must demonstrate and promote a strong commitment to providing the best possible experience for our guests. The position is responsible for assisting guests at all times, answering phones, and ch ...
-
Customer Service Rep
1 week ago
Ultimate Staffing Irvine, United StatesCustomer Service Rep Duration - 3 Months. Location - REMOTE - Max Pay - $21.75/hour HOURS - PST core hours. Summary: The main function of a call center/customer service specialist is to interact with patient's to provide information in response to Customer Service, Service, Micro ...
-
Customer Service Rep
2 weeks ago
Ultimate Staffing Irvine, United StatesCustomer Service Rep · Duration - 3 Months · Location - REMOTE · Max Pay - $21.75/hour · HOURS - PST core hours · Summary: · The main function of a call center/customer service specialist is to interact with patient's to provide information in response to inquiries about product ...
-
Environmental Services Rep
2 days ago
Houston Methodist Cypress, United StatesAt Houston Methodist, the Environmental Services (EVS) Representative position maintains environmental and infection control standards within established policies and procedures. This position performs a variety of general cleaning tasks in assigned areas to provide a safe and at ...
-
Customer Service Rep
1 week ago
DC Logistics LLC Jurupa Valley, United States**DC Logistics** · With years of experience, a dedicated staff, and up-to-date technology, DC Logistics has an extensive profile of services readily available that include Warehousing and distribution, full truckloads, less-than-truckloads, custom invoicing and auditing, optimiza ...
-
AS - Client Service Rep
1 week ago
Apollo Global Management Irvine, United StatesPosition Overview · Apollo is seeking an Analyst for our Distributor & Wealth Services Department located in Irvine, California. The DWS Department is the primary point of contact for all investment operations questions for all products (supporting Private Equity, Non-Traded REIT ...
-
Customer Service Rep
1 week ago
CTBC Bank Irvine, United StatesOf this role is to provide superior customer service when interacting with the customers of the Bank while processing customer transactions, which include but not limited to processing of deposits and withdrawals, check cashing, mail/phone transactio Customer Service, Service, Pr ...
-
AS - Client Service Rep
1 day ago
Apollo Inc Irvine, United StatesPosition Overview · Apollo is seeking an Analyst for our Distributor & Wealth Services Department located in Irvine, California. The DWS Department is the primary point of contact for all investment operations questions for all products (supporting Private Equity, Non-Traded REI ...
-
Customer Service Rep
6 days ago
L Ku Insurance Agency Llc Irvine, United StatesJob Description · Job DescriptionWell-known Insurance agency looking for caring individuals to work with clients and sales team. Full-time and part-time CSR. This is a hourly/commission paid position. We will provide proper training and basic CA insurance knowledge. Will have fut ...
-
Customer Service Rep
1 week ago
Ultimate Staffing Services Irvine, United StatesJob Description · Job DescriptionGreat Opportunity Hiring Now for a Customer Service Representatives in Irvine, CA for an Automotive Electronics Company · 8am - 5pm · $22.00 per hour · Temp to hire Great company culture · Responsibilities: · First point of contact via phone and e ...
-
Guest Services Rep Full
2 weeks ago
Extended Stay Irvine, United StatesExtended Stay - 30 Technology Dr [Front Desk Clerk] As a Guest Services Rep at Extended Stay, you'll: Assist guests at all times and respond to guest requests with diligent follow through; Assist and provide reasonable accommodations in response to guest requests; Process reserva ...
-
Customer Service Rep Trainee
1 week ago
Glidewell Dental Irvine, United States** Customer Service Rep Trainee (Monday to Friday 9:00am to 5:30pm)** · Customer Service Irvine, California · **Description** · *Position at Glidewell Dental* · Participates and completes Glidewells customer service training program in order to be equipped with the proper too ...
-
Customer Service Sales Rep
1 week ago
Encore Collective Inc. West Covina, United States**Customer Service Sales Representative Wanted in West Covina, CA** · Join our dynamic Customer Service Team and grow your career in a stimulating environment. · **Role**: · As a Customer Service Sales Representative, you'll provide top-notch customer service and engage in sales ...
-
Junior Customer Service Rep
1 week ago
Nura Ltd Irvine, United StatesJob Title: Junior Customer Service Representative · Company Overview: NURA USA is a dynamic and rapidly growing organization known for its commitment to delivering exceptional customer service and high-quality products. We are currently seeking a motivated and detail-oriented in ...
-
Customer Service Rep II
1 week ago
General Tool Irvine, United StatesJob Description · Job DescriptionJob position Summary: · Customer Service Representative II is a mid-level position that is assigned a full range of duties. This · position requires performing customer service work, providing external/internal support for both their · team and Sa ...
-
Junior Customer Service Rep
4 days ago
Nura Irvine, United StatesJob Description · Job DescriptionSalary: $20/HR · Job Title: Junior Customer Service Representative · Company Overview: NURA USA is a dynamic and rapidly growing organization known for its commitment to delivering exceptional customer service and high-quality products. We are cur ...
-
csr - customer service rep
6 days ago
Ampronix, LLC. Irvine, United StatesJob Description · Job DescriptionSalary: $23 to $25 · Customer Service Representative · About Ampronix, LLC. · Founded in 1982 and currently selling to 138+ countries, Ampronix, LLC. specializes in medical imaging equipment solutions, service, and repair. We are a registered ISO ...
AS - Client Service Rep - Irvine, United States - Apollo Inc
Description
Position OverviewApollo is seeking an Analyst for our Distributor & Wealth Services Department located in Irvine, California.The DWS Department is the primary point of contact for all investment operations questions for all products (supporting Private Equity, Non-Traded REIT, Business Development Company and Interval Funds, among others) working closely with Sales, Transfer Agents, Third Party Administrators, Advisors, and other Financial Intermediaries.
RESPONSIBILITIES:
Deliver consistent messaging related to operational policies and procedures to support financial advisor, back office, investor, and internal sales inquiries ensuring service excellence.
Conducts high level analysis to identify and resolve work processing issues while examining processes to streamline operations.
Reconcile daily trades for potential trade errors that could lead to gain/loss scenarios or cancel rebills.
Validate or prepare reporting for ad hoc requests for management.
Determine operational objectives by studying business functions and gathering information to evaluate and provide recommendations to improved processes.
Collaborate with other departments to resolve identified issues.
Qualifications & ExperienceBA/BS degree in Finance, Accounting, Economics or Communications required.
Minimum of 2 years of experience within Financial Services, including Operations with exposure to trade reconciliation and customer service.
Understanding of the financial service, private equity, or investment banking sectors.
Knowledge of Financial Trading and Clearing Processes for Alternative Investments or Mutual Funds preferred.
Experience with transfer agent and/or third-party administrators.
Ambitious, adaptive and agile learner.
Motivated individuals who thrive in a high volume, fast paced, deadline-oriented environment.
Outstanding verbal & written communication skills.
Excellent organizational and interpersonal skills, including the ability to resolve internal differences and observe confidentiality.
Flexible and adaptive to shifting priorities.
Skilled in Office suite of applications:
Outlook, Word, Excel and PowerPoint.
Pay RangeThe base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location.
Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.