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Reposted 10 Hours AgoSaved
In-Office
Irvine, CA, USA
24-28 Hourly
Mid level
24-28 Hourly
Mid level
Financial Services
The Client Escalation Specialist ensures client satisfaction by resolving cancellation requests, deescalating calls, and collaborating with departments to enhance the client experience.
Top Skills: Crm SystemsSalesforce
YesterdaySaved
In-Office
Irvine, CA, USA
18-20 Hourly
Junior
18-20 Hourly
Junior
Financial Services
The Appointment Specialist ensures client engagement and manages documentation through the client portal, follows up on leads, and collaborates with sales teams.
Top Skills: CalendlyGoogle WorkspaceMS OfficeSalesforceSlack
4 Days AgoSaved
In-Office
92612, Irvine, CA, USA
110K-130K Annually
Senior level
110K-130K Annually
Senior level
Financial Services
The Billing Operations Manager leads collections, focusing on recovering accounts and client retention, while overseeing agents and implementing best practices for increased efficiency.
Top Skills: ExcelGoogle WorkspaceHubspotSalesforceTalkdesk
4 Days AgoSaved
In-Office
Irvine, CA, USA
70K-90K Annually
Mid level
70K-90K Annually
Mid level
Financial Services
The Training and Development Specialist delivers instructor-led training, evaluates training effectiveness, identifies learning needs, and collaborates with leaders to enhance employee performance.
Top Skills: Articulate SuiteCanvaGoogle WorkspaceMicrosoft Office SuiteSlackTeams
Reposted 5 Days AgoSaved
In-Office
Irvine, CA, USA
18-20 Hourly
Junior
18-20 Hourly
Junior
Financial Services
The Appointment Specialist manages client engagement, assists with documentation, schedules calls, re-engages leads, and maintains records in Salesforce.
Top Skills: CalendlyGoogle WorkspaceMS OfficeSalesforceSlack
Reposted 6 Days AgoSaved
In-Office
Irvine, CA, USA
25-30 Hourly
Junior
25-30 Hourly
Junior
Financial Services
The Tax Preparer in Client Services reviews client tax documentation for completeness, engages clients for missing information, and prepares files for tax submission.
Top Skills: Crm SystemsDocument Management Tools
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