Customer Service Advisor Jobs in Hacienda Heights, CA

Salary: $44000.0 - $65000.0/year Experience: 0 Year(s) Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Bilingual (Spanish) Licensed Insurance Customer Service . Active Property and Casualty license is required. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Use a customer-focused, needs-based review process to educate customers about insurance options Maintain a strong work ethic with a total commitment to success each and every day Develop leads, schedule appointments, identify customer needs, and market appropriate products and services What we provide: Hourly pay plus Bonuses Paid Time Off (vacation and personal/sick days) 401(k) Retirement Life Insurance Valuable experience Growth potential/Opportunity for advancement within my office Requirements: Property & Casualty license OR Personal Lines Insurance license (required) Bilingual Spanish/English (required) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation details: 44000-65000 Yearly Salary PI63d2e9d059c2-26***********7

Salary: $45000.0 - $55000.0/year Experience: 1 Year(s) Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Bilingual (Spanish/English) Insurance Customer Service Representative. Must have an active Property and Casually license. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Base Salary plus Commissions Paid Time Off (vacation and personal/sick days) SIMPLE IRA Valuable experience Growth potential/Opportunity for advancement within my office Requirements Bilingual - Spanish (required) Property & Casualty license (required) Life & Health license a plus! Prior insurance experience in sales or service (required) Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. PIe93ab21ec38d-26***********8

· Handle all customer service emails, phone calls, text and chat · Ensure the customer experience is a positive and memorable journey from the time the order is placed through the time the order is received · Follow up on any issues and make sure problems are fully resolved in a timely manor · Check web order maintenance daily to make sure all web orders are processed · Run an open order report to ensure all web orders have been placed on pick at the warehouse · Check shipping status daily and follow up with the warehouse on any delays · Run reports in Full Circle and Shopify to make sure systems are speaking to each other properly · Come up with creative ways to enhance the customer experience · Implement a “client book” for VIP customers and offer those customers “white glove” service · Share relevant customer feedback with ecommerce team · Share any repetitive issues with Customer Experience manager and suggest implementing changes to resolve the issue · Process Returns QC, re-tag, re-package inventory Qualifications: · Full time · Excellent communication (written and verbal) and problem-solving skills · A passion for retail and helping customers · Strong sales skills · Detail oriented · Outgoing with the ability to build rapport with the customer · Flexibility in scheduling during peak times *Hourly rate range $22-$24 / hour *This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described and may be amended at a time at the sole discretion of the Employer

Salary: $54000.0 - $75000.0/year Experience: 1 Year(s) Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. Insurance experience is preferred; we will train the right person with the right skill set. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. This is an in-office position. Please only apply if you can make the commute to our agency located at: 1275 E Route 66, Glendora, CA 91740. Responsibilities include but not limited to: Establish customer relationships and follow up with customers, as needed Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Use a customer-focused, needs-based review process to educate customers about insurance options Maintain a strong work ethic with a total commitment to success each and every day As an Agent Team Member, you will receive... Hourly wage plus competitive commission structure Paid time off (after 90-day probation period) Retirement plan Valuable experience Growth potential/Opportunity for advancement within my office Requirements: Excellent interpersonal skills Excellent communication skills - written, verbal and listening People-oriented Organizational skills Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Able to learn computer functions Pride in getting work done accurately and timely Ability to work in a team environment Ability to multi-task Provide timely and thorough activity reports to agent State of California Property & Casualty license State of California Life and Health license Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. PI8e194347e3e3-26***********1

Quik Pick Express, LLC, a division of Custom Goods, is a leading provider of third-party logistics solutions in California. The company operates eight strategically located warehouses across the Los Angeles/Long Beach and Oakland corridors, offering over 750,000 sq. ft. of space. With a focus on sustainability and efficient services, Quik Pick Express serves a global network of customers in the transportation, warehousing, and logistics industry. Role Description This is a full-time on-site role for a Customer Service Specialist located in Carson, CA. The Customer Service Specialist will be responsible for providing excellent customer support, ensuring customer satisfaction, maintaining phone etiquette, and delivering a positive customer experience on a day-to-day basis. Qualifications Customer Support and Customer Service skills Customer Satisfaction and Customer Experience skills Phone Etiquette Strong communication and problem-solving skills Experience in a customer-facing role Ability to handle high-volume calls and emails Knowledge of logistics and transportation industry is a plus Previous experience in a similar role

Execute service team SOPs and procedural requirements; respond promptly to customer inquiries via email or ticketing systems, providing professional support. Handle pickup-related issues from merchants. Proactively contact merchants to follow up on uncompleted pickup tasks, such as verifying incorrect pickup addresses or unprepared orders. Coordinate with the dispatch team regarding pickup progress, quality, and exceptions. Provide merchants with timely updates and solutions to ensure a smooth service experience at the delivery station. Verify the validity of pickup PODs (Proof of Delivery) according to pickup requirements and standards. Make preliminary judgments on losses in merchant experience or goods value caused by pickup service providers. Maintain logs and compensation lists for service provider exceptions and submit compensation requests. Confirm settlement data based on service provider performance and compensation records, and follow up on timely payments. Prepare various service-related reports and analyses. Job Requirements: Must have legal work authorization in the U.S. Bilingual in Chinese and English, fluent in both for professional use. Prior experience in administrative or office support roles. Bachelor's degree or above. Proficient in Excel, PowerPoint, and other office tools. Excellent communication and time management skills.

Ready to build your career with a stable industry leader? Join our Fontana, CA, branch as a Customer Service Representative and become part of a high-performing, team-oriented group at a 66-year-old, privately held fencing distribution company with an excellent reputation on the West Coast. We offer a competitive salary ($50,000-$60,000/year), a full benefits package, and a clear path to promotion into an Inside Sales Representative role for high performers. What You'll Do: Be the friendly, knowledgeable first point of contact for customers via phone, email, and in person. Assist customers with product inquiries, provide quotes, and process orders accurately for our construction fencing materials. Coordinate with our inside sales and operations teams to ensure smooth order fulfillment and customer satisfaction. Resolve customer questions or issues with a positive, solutions-focused approach, ensuring every customer feels valued. Support the inside sales team and actively learn our product line - preparing you to step into an Inside Sales role as you excel. What We Offer: Competitive Pay: $50,000-$60,000 per year (based on experience). Career Advancement: Clear path to promotion into an Inside Sales Representative role for high performers. We love to promote from within. Full Benefits Package: 401(k) with company match; Medical, Dental, Vision & Life Insurance; Voluntary Life and Disability coverage; Employee Assistance Program (EAP); and generous Paid Time Off (PTO). Team Culture: A high-performing, supportive, and team-oriented work environment. Our Fontana branch is proud of its teamwork, reliability, and exceptional customer service. Stable, Family-Owned Company: Join a 66-year-old family-owned company that values every team member. We have an outstanding reputation for excellence on the West Coast and a strong culture built on integrity and respect. What We're Looking For: Customer-Focused: You genuinely enjoy helping customers and will go the extra mile to ensure a great experience. Reliable & Positive: You are dependable, punctual, and bring a can-do attitude every day. You handle challenges with grace and are always willing to pitch in to help the team - no task is too small. Strong Communicator: You have excellent communication and interpersonal skills. Bilingual (English/Spanish) is strongly preferred to serve our diverse customer base. Eager to Learn: You take initiative and are excited to learn our products and processes. (Prior customer service experience and basic computer skills are a plus.) About Us: For 66 years, our family-owned fencing distribution company has been a trusted name on the West Coast. We take pride in our close-knit team, high-quality products, and exceptional customer service. When you join us, you become part of a family that works together to deliver the best for our customers and each other. Ready to join a team that values your dedication and helps you grow? If you're a reliable, customer-focused professional seeking a long-term career opportunity, we'd love to hear from you. Apply today and take the next step in your career!

Bilingual Customer Service Representative (Spanish-English) Employment Type: Full-Time | On-Site Are you a people person who thrives in a fast-paced environment? We're looking for a Bilingual Customer Service Representative to join our on-site team and provide exceptional support to our Spanish- and English-speaking customers. Key Responsibilities: Customer Interaction: Handle inbound and outbound calls, emails, and live chat inquiries from Spanish-speaking and English-speaking customers. Problem Solving: Assist customers with product information, order status, returns, and troubleshooting. Documentation: Accurately log all customer interactions and maintain up-to-date records in our CRM system. Team Collaboration: Work closely with other departments (sales, logistics, technical support) to resolve customer issues efficiently and ensure a seamless experience. Requirements: Language Skills: Fluent in both Spanish and English (written and spoken). Communication: Strong interpersonal, verbal, and written communication skills. Experience: Prior experience in a customer service or support role is preferred. Technical Skills: Comfortable using customer service platforms (e.g., Zendesk, Salesforce) and standard office software.

Specialized Recruiting Group, Irvine is seeking a Customer Service Representative for the consumer goods division of a Global Fortune 500 company: One of the largest and most admired companies in the world. This is a long-term, full-time, on-site contract opportunity based in the Irvine, CA area. Starting compensation is $22.00 to $23.00/hour. Responsibilities General customer service support for end users and the company sales team Processing inbound calls from internal and external customers Researching information requests Scheduling delivery and service appointments Data entry Requirements Previous customer service experience preferable (e.g. food service, retail, call center) Excellent English communication skills (spoken and written) College degree a benefit but not mandatory Self-motivated, able to maintain focus without close supervision Professional, positive and friendly personality Intermediate Word, Excel and Outlook ability At Specialized Recruiting Group, our team of employment professionals is deeply connected with local businesses that are actively hiring, giving you a competitive edge in your job search. Whether you are seeking a full time position or a contract role, our experts are here to help at no cost to you. Enjoy personalized support and access to exclusive job opportunities when you partner with Specialized Recruiting Group.

Insight Global is currently seeking Customer Service Representatives to join a large healthcare provider in Anaheim, CA. In this role, you'll operate within a dynamic call center environment, fielding inbound calls from members. Your responsibilities will encompass addressing enrollment inquiries, facilitating appointment bookings, and efficiently handling customer complaints. This position is onsite 5 days a week. REQUIRED SKILLS AND EXPERIENCE - 1-2 years of experience working in a call center with inbound calls (50+ calls a day) - High School diploma or GED - Good communication and personality - Ability to type at least 36 WPM - Adaptable and eager to learn, willing to work in a fast paced call-center - Excellent communication and reliable - Bilingual in Spanish

A leading technology company in Irvine, CA is looking for a Customer Service Representative to join their team due to amazing growth on a temporary to hire basis. As a Customer Service Representative, you will be responsible for helping customers by providing product and service information and resolving technical issues in a fast paced, team oriented setting. Pay: $20- $23 Schedule: ONSITE M-F 8:00 AM- 5:00 PM RESPONSIBILITIES Manage a high volume of customer service calls, emails, texts, & voicemails Take incoming calls from new and existing customers in a professional manner Provide information to customers including verifying requests, answering questions, and offering assistance Identify and implement customer experience process improvements Enter and process amazon orders and return authorizations Additional projects as needed. Requirements Looking for a candidate with 2-5 years of related customer or client service experience. Degree preferred, but not required Comfortable interacting with people at all levels on the phone and in-person All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Join a dynamic customer service team where you'll handle inquiries, resolve complaints, and support clients through phone-based interactions. Ideal candidates will have 2-4 years of experience, strong communication skills, and the ability to work independently while accurately documenting customer interactions. Proficiency in Microsoft Office is preferred. High school diploma or GED is desired. Title: Rep, Customer Service Duration: 6 Months Location: 1452 Alton Pkwy, Irvine, CA, 92606 Note: During training, they will be on-site 3 days a week, Tuesday, Wednesday & Thursday. The schedule will be from 8:00 am -4:30 pm with a hybrid schedule Pay rate: $22 per hour. on W2 Job Description: The primary function of a call center/customer service specialist is to interact with customers, providing information in response to inquiries about products and services, and handling and resolving complaints. A typical customer service specialist is responsible for determining the client's issue, offering possible solutions, or providing follow-up as needed. Customer service agents may be inbound, outbound, or a combination of both. Job Responsibilities: Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, and adjusting bills. Contact customers to respond to inquiries or to notify them of claim investigation results and any planned adjustments. Refer unresolved customer grievances to designated departments for further investigation. Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Skills: Verbal and written communication skills, attention to detail, customer service skills and interpersonal skills. Ability to work independently and manage one's time. Ability to accurately document and record customer/client information. Previous experience with computer applications, such as Microsoft Word and PowerPoint. Education/Experience: High school diploma or GED preferred. 2-4 years of customer service-related experience required

BABYGOLD is a jewelry brand based in Los Angeles, California, known for creating personalized and high-quality fine jewelry pieces. They offer 14K gold jewelry, diamonds, and exceptional quality without traditional markups. Each piece comes with free shipping and a lifetime guarantee, catering to the everyday woman and her tribe. Role Description This is a Fulltime position for a Customer Service Representative at BABYGOLD. The Customer Service Representative will be responsible for handling customer inquiries, providing support, ensuring customer satisfaction, and enhancing the overall customer experience. This role is based in our offices in Downtown Los Angeles, CA Qualifications Customer Service Representatives and Customer Support skills Customer Satisfaction and Customer Experience skills Previous experience in a customer-facing role Communication Via Chat Phone and Email Excellent communication and interpersonal skills Ability to handle customer inquiries and resolve issues efficiently Experience in the jewelry or fashion industry is a plus High school diploma or equivalent required

Our client is looking to hire a Customer Service Representative position supporting brands customers by providing professional and responsive assistance via phone, email, and chat. You'll support both internal teams and external customers, process orders and returns and contribute to operational improvements and customer satisfaction. Location: Onsite in Placentia, CA Schedule: Monday - Friday, 7:00 AM - 3:30 PM Language Requirement: Bilingual (Spanish) required Key Responsibilities: Customer Support & Order Management Answer inbound calls, emails, and live chats in a professional and customer-friendly manner Process orders, returns, sales samples, and quality/service claims Create shipping labels and assist with order entry in CRM and ERP systems Account Support Partner with Customer Account Managers to support key accounts and backup Latin America operations Assist with quotes, renewals, and account updates Identify trends in customer transactions and recommend improvements Collaboration & Communication Attend team meetings and contribute to internal documentation Provide feedback for process optimization and customer experience Work cross-functionally with internal departments to resolve issues Performance Goals: Accurately process daily domestic orders, claims, and samples Maintain minimal data entry errors (as defined by the Customer Service Manager) Manage an average of 25 inbound calls per day Keep open claim reports up to date and assist in generating return authorizations Qualifications: Minimum 2 years of customer service experience environment Bilingual in Spanish is a MUST! Strong written and verbal communication skills SAP/ ERP system experience a plus! Hub Spot/CRM experience a plus!

About Us We are a pioneering jewelry-tech company based in Los Angeles, known for being one of the first in the industry to specialize in memorial jewelry. We are passionate about offering meaningful, high-quality products and exceptional service to our clients during some of life's most emotional moments. As we continue to grow, we're looking for a reliable and customer-focused individual to join our LA team. This full-time role is ideal for someone who thrives in a dynamic environment and enjoys wearing multiple hats-from customer service to logistics and operational support. Key Responsibilities Customer Service & Sales Support Conduct Zoom consultations with clients, providing personalized product guidance. Follow up with leads via phone and email promptly and empathetically. Meet customers in person within the LA area. (occasional) Maintain CRM records and help nurture long-term customer relationships. Operations & Logistics Support Assist with order processing, data entry, and documentation. Prepare shipping labels, coordinate pickups/drop-offs, and manage basic inventory tasks. Collaborate with the Sales and Marketing teams to support campaign and product launches. What We're Looking For Professional English speaker with strong communication skills (written and verbal). Super Detail-oriented, organized, and dependable. Proficient in Gmail, Google Sheets, and comfortable working with digital tools and Knowledge of CRM platforms and phone systems is a plus. Friendly, empathetic, and professional-able to connect with customers emotionally and provide meaningful support. Previous customer-facing experience preferred; background or interest in marketing is a plus. Being well-versed in social media will also be an advantage. You'll Be a Great Fit If: You genuinely enjoy helping others and building personal connections. You take pride in offering top-tier service and exceeding customer expectations. You are meticulous in following up on details, managing tasks, and staying organized. You are proactive, team-oriented, and eager to support both customers and internal operations. We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status.

Are you a people person who thrives on face-to-face interactions? Do you enjoy working in a dynamic, team-oriented environment? Look no further! Red Label Enterprises, a leading marketing firm for the past 22 years, is seeking vibrant and energetic individuals to join our team. If you're enthusiastic about connecting with others and eager to create meaningful change, this is the opportunity for you! Qualifications Exceptional communication skills Positive attitude and strong work ethic Eagerness to learn new skills Ability to work independently with moderate to minimal supervision Capable in setting and achieving goals Ability to stand and walk for extended periods of time Passion for serving and helping people Responsibilities Participates in service, brand, and product knowledge training Assists customers with applications process Responsible for inventory tracking Stays informed of company and client policies, procedures, and promotions Maintains confidentiality of all client and customer information collected Executes taught systems to achieve individual and company goals Gains knowledge of systems implemented during each customized client promotion/field campaign Benefits Pay: $23/hr 401(k) 401(k) matching Health insurance Mileage reimbursement Opportunities for professional development and growth Guaranteed hours Continuous training and development Open communication with Management Weekly paycheck

BON PERGOLA, a brand of BON Windows Treatment LLC, specializes in manufacturing top quality outdoor aluminum pergolas. With over four decades of manufacturing experience, we provide premium pergola to customers. Role Description This is a full-time on-site role for a Customer Service Representative at our location in Lake Forest, CA. The Customer Service Representative will be responsible for handling customer inquiries, providing support, ensuring customer satisfaction, and enhancing the overall customer experience. Qualifications Customer Service Representatives and Customer Support skills Customer Satisfaction and Customer Experience skills Strong interpersonal and communication skills Ability to effectively resolve customer issues Experience in a customer-facing role is a plus Proficiency in Microsoft Office and CRM software High school diploma or equivalent

] Company NHN Global is a technology company that focuses on cultivating valuable platforms and experiences with solutions, services, and tools that connect people and ideas to progress industries forward. Founded in 2018, NHN Global owns and manages different platforms businesses in e-commerce and entertainment. NHN Global is based in Los Angeles and is a subsidiary of NHN in Korea. ************************ Department FashionGo, is the No.1 Online business-to-business (B2B) fashion marketplace, efficiently connecting wholesale vendors and retail buyers from around the world. FashionGo provides one of the fastest growing global e-commerce platforms and the simplest, most cost-effective means to increase sales and expand reach. We offer fashion buyers and boutique owners 24/7 access to a vast collection of wholesale fashion so they can shop the latest trends at the best prices. ************************* Responsibilities Provide assistance to buyers through registration, documentation, and approval process in courteous and professional manner Manage incoming calls and email inquiries to identify and assess customers' needs to provide accurate and timely assistance Handle complaints and provide assistance within company guidelines and policies Document and escalate technical issues with recommendations Work collaboratively with different teams within FashionGo to enhance customer experience and assure quality of the FashionGo brand/services. Required Qualifications Customer service experience required Excellent verbal (telephone) and written communication skills Able to courteously handle large volume of phone calls and emails Computer, MS Office skills required Preferred Qualifications Bilingual in Spanish or bilingual in Korean B2B Fashion Wholesale customer support experience High school diploma required; some college preferred Benefits Company paid lunch when working at the office Fully stocked office kitchen (beverages and snacks) Free parking Pay range The pay range for this position in Los Angeles, CA is $20.00 - $23.00 (hr); however, base pay offered may vary "within the range" depending on job-related knowledge, skills and experience.

Registered 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 Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer Expected base pay rates for the role will be between $33,280 and $85,000 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).