IRA Services Representative jobs in Santa Rosa, CA

IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)

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Representative, Client Services
  • Service Champions Inc
  • Santa Rosa, CA FULL_TIME
  •  
    Moore Home Services. is Northern California’s leading HVAC. Plumbing, Window, and Door company. We have a history of high standards and have built our company on the important ethical practices of honesty and courtesy.

    We have an immediate need for Client Services Representative in our fast-paced call center.

     

    Duties and Responsibilities:

    • Receive high volume of inbound calls
    • Make outbound calls
    • Quickly identify client needs and efficiently provide the best solution
    • Use critical thinking skills to problem solve while using best judgement
    • Express empathy and compassion
    • Self-motivated
    • Effectively summarize and relay information
    • Data entry
    • Work independently

    Skills/Qualifications:

    • Experience in a high volume call center
    • Exceptional phone and interpersonal skills
    • Exceptional verbal and written communication
    • Ability to manage multiple priorities within a fast-paced environment
    • Strong time management skills
    • Type minimum of 45 wpm
    • Ability to sit at a desk majority of shift
    • Proficient in Microsoft Suite
    • Must be willing to undergo a background check and drug screen

    Benefits:

    • 401k with company match
    • Medical, Dental, Vision
    • Life Insurance
    • Paid Vacation
    • Paid Holidays

    Work Conditions:

    • Use standard office equipment, including computer, phone, copier/scanner, etc
    • Ability to work at a computer for long periods of time
    • Project timelines and deadlines may often require more than 40 hours per week
    • Ability to stand, walk, kneel, stoop, crouch, and climb as well as lift, carry, and/or move up to 25lbs
    • Ability to work in a noisy work environment

     

    We are an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristics as outlined by federal, state, or local laws.

     

    This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Bell Bros makes hiring decisions based solely on qualifications, merit, and business needs.



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Patient Services Representative
  • MCHC Health Centers
  • Lakeport, CA FULL_TIME
  • DescriptionMCHC's Lakeview Health Center in Lakeport, CA is currently seeking a full-time Patient Services Representative (PSR). All Patient Services Representatives are to assist patients while maint...
  • 14 Days Ago

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Member Services Representative
  • Planet Fitness - Redding
  • Santa Rosa, CA PART_TIME
  • Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective mem...
  • 23 Days Ago

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Member Services Representative Weekends
  • Planet Fitness - Redding
  • Santa Rosa, CA PART_TIME
  • Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective mem...
  • 23 Days Ago

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Patient Services Representative - LVN
  • Sonoma Specialty Hospital
  • Sebastopol, CA FULL_TIME
  • Job Summary: The Patient Services Representative LVN (PSR) provides guests with information support quality and efforts of the floor staff/Case Management. The Patient Advocate knows the basic working...
  • 26 Days Ago

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Patient Services Representative
  • GTT, LLC
  • Santa Rosa, CA CONTRACTOR
  • Patient Services Representative /Phlebotomist Contract Duration 6 Months Pay range - $22 to $24/hr Job Description: The Patient Services Representative I (PSR I) represents the face of the company to ...
  • 2 Months Ago

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0 IRA Services Representative jobs found in Santa Rosa, CA area

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Bilingual Human Services Rep (SPANISH)
  • Teema - Litchfield Park
  • San Rafael, CA
  • Job Description Job Description Job Title: Bilingual Human Services Representative (Spanish)Location: Remote with travel...
  • 5/9/2024 12:00:00 AM

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Bilingual Human Services Rep (SPANISH)
  • Teema - Litchfield Park
  • Napa, CA
  • Job Description Job Description Job Title: Bilingual Human Services Representative (Spanish)Location: Remote with travel...
  • 5/9/2024 12:00:00 AM

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(8589) Novato: Customer Service Rep
  • Domino's Franchise
  • Novato, CA
  • Job Description Job Description Company DescriptionNo one likes being bored at work, which is why a Domino's job is all ...
  • 5/9/2024 12:00:00 AM

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(8566) Vallejo: Customer Service Rep
  • Domino's
  • Vallejo, CA
  • Company Description No one likes being bored at work, which is why a Domino's job is all about having fun! We live to be...
  • 5/9/2024 12:00:00 AM

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(7914) Rohnert Park: Customer Service Rep
  • Domino's
  • Rohnert Park, CA
  • Company Description No one likes being bored at work, which is why a Domino's job is all about having fun! We live to be...
  • 5/9/2024 12:00:00 AM

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Guest Services Rep Part Time-104020
  • ESA Management, LLC
  • Santa Rosa, CA
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
  • 5/9/2024 12:00:00 AM

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Part Time Customer Service Representative>
  • U-Haul
  • Fairfield, CA
  • U-Haul - [Customer Service Representative] As a Customer Service Rep at U-Haul, you'll: Interface with U-Haul customers ...
  • 5/9/2024 12:00:00 AM

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Customer Service Representative
  • Bedrosians Tile and Stone
  • Santa Rosa, CA
  • We are hiring for a Customer Service Rep/Showroom Rep. Are you willing to learn and grow? Are you reliable with an upbea...
  • 5/7/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 41.50 sq mi (107.5 km2), of which 41.29 sq mi (106.9 km2) is land and 0.205 sq mi (0.5 km2) (0.49%) is water. The city is part of the North Bay region, which includes such cities as Petaluma, Rohnert Park, Windsor, and smaller cities as Sonoma, Healdsburg, Sebastopol. It lies along the US Route 101 corridor, approximately 55 miles (89 km) north of San Francisco, via the Golden Gate Bridge. Santa Rosa lies on the Santa Rosa Plain. The city's eastern extremities stretch into the Valley of the Moon, and the Sonoma Creek wa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$43,936 to $53,454
Santa Rosa, California area prices
were up 2.5% from a year ago