Client Services Specialist

2 weeks ago

Irvine, United States EBizCharge Full time

Headquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, Acumatica, and major online shopping carts, including Magento and WooCommerce. EBizCharge offers its employees unlimited earning potential, career advancement opportunities, and a dynamic work environment.


In our Client Services Specialist role, you will provide support to customers by doing virtual demonstrations, installations, and troubleshooting of our software products. Training is provided; however, good written, verbal communication skills and general computer skills are required.


Requirements:

  • Perform software demonstrations showing potential clients how our product/service works.
  • Work collaboratively with management, software development, project management, sales teams, and any other members of various departments.
  • Assist Support team by reviewing records, following up with customers, assist via remote sessions, and update case documentation in CRM system.
  • Ability to diagnose and document software related matters for development inquiries.
  • Familiarity with remote software installations and troubleshooting.
  • Ability to maintain a positive attitude and build rapport and relationships with customers.
  • Willingness to put in the time needed to complete assigned tasks, including multi-tasking.
  • Self-starter with the ability to ask questions, learn quickly and work independently.
  • Strong proficiency in Microsoft Excel, Word, Outlook, and other computer-based programs.
  • Must have strong communication skills and enthusiastically present solutions to customers and to work with a range of different personalities.
  • Need to demonstrate exemplary written and verbal communication skills.


Qualifications:

  • Bachelor’s degree in related field in highly preferred.
  • Prior experience with training and/or demos on products or software is strongly desired.
  • Familiarity with remote desktop protocol and screen sharing software to perform remote assistance.
  • Experience with software installation procedures.
  • Background in development, coding, or systems management.
  • Experience implementing and maintaining ERP software systems.
  • Working onsite is required.


Benefits:

  • 100% employer paid benefits (including Medical, Dental, Vision, & life insurance) for selected plans for the employee.
  • Retirement 401(k) plan with company match.
  • Gym access, dry cleaners, car wash conveniently located within building.
  • Generous PTO plan with an additional 9 Days Company Paid Holidays per year.


Job Type: Full-time

The Company is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations. The Company prohibits unlawful discrimination against any job applicant, employee, or unpaid intern by any employee of the Company, including supervisors and coworkers. Pay discrimination between employees of the opposite sex or between employees of another race or ethnicity performing substantially similar work, as defined by the California Fair Pay Act and federal law, is prohibited.

  • Client Services Specialist

    7 days ago

    Irvine, California, United States EBizCharge Full time

    Job Title: Client Services SpecialistAt EBizCharge, we are seeking a highly skilled Client Services Specialist to join our team. As a Client Services Specialist, you will play a critical role in providing exceptional support to our customers by delivering virtual demonstrations, installations, and troubleshooting of our software products.Key...

  • Client Services Specialist

    3 months ago

    Irvine, United States EBizCharge Full time

    Headquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...

  • Client Services Specialist

    2 weeks ago

    Irvine, United States EBizCharge Full time

    Headquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...

  • Client Services Specialist

    3 months ago

    Irvine, United States EBizCharge Full time

    Headquartered in Irvine, California, EBizCharge by Century Business Solutions specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applications. Our applications are PCI compliant and fully integrated with major ERP/accounting systems, including QuickBooks, Sage, SAP...

  • Client Service Coordinator

    4 weeks ago

    Irvine, California, United States Advisor Employee Services Full time

    Client Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors in their daily activities.Key...

  • Client Service Coordinator

    4 weeks ago

    Irvine, California, United States Advisor Employee Services Full time

    Client Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors.Key Responsibilities:Provide timely...

  • Senior Commercial Client Services Specialist

    3 weeks ago

    Irvine, United States EverBank NA Full time

    Job Description Sr Commercial Client Services Specialist The Senior Commercial Client Services Specialist is responsible for delivering exceptional customer service and support to Commercial and Specialty Deposit Group Leaders, Relationship Managers and their respective clients and prospects. This role serves as the primary point of contact for targeted...

  • Client Services Representative

    2 weeks ago

    Irvine, California, United States EBizCharge Full time

    Client Services SpecialistAt EBizCharge, we're seeking a highly skilled Client Services Specialist to join our team. As a key member of our client services team, you will play a critical role in providing exceptional support to our customers.Key Responsibilities:Deliver virtual demonstrations of our software products to potential clients, showcasing their...

  • Sr. Client Service Specialist, Employee Benefits

    2 weeks ago

    Irvine, United States Baldwin Risk Partners Full time

    The Sr Client Service Specialist, Employee Benefits operates as a resource to the Employee Benefits group, Advisors, clients, insurance company partners and prospects by providing prompt, efficient, and high-quality service. They are capable of build Benefits, Client Service, Employee, Specialist, Brokerage, Service, Retail

  • Senior Client Services Professional

    3 weeks ago

    Irvine, California, United States Advisor Business Solutions Full time

    Senior Client Services SpecialistWe are seeking a highly skilled and detail-oriented Senior Client Services Specialist to join our team at Advisor Business Solutions. As a key member of our client services team, you will be responsible for providing exceptional support to our wealth advisors and managers, ensuring seamless client onboarding and account...

  • Client Services Associate

    4 weeks ago

    Irvine, United States Chamberlain Group Financial Services Full time

    FINANCIAL SERVICES CLIENT SERVICE ASSOCIATE I Opportunity: We are currently seeking a Client Service Associate I who is experienced in investment account operations and comfortable working within a team environment in a regional firm. As a member of the Investment Team, the Client Service Associate is responsible for investment operations which include...

  • Client Services Associate

    1 month ago

    Irvine, United States Chamberlain Group Financial Services Full time

    FINANCIAL SERVICES – CLIENT SERVICE ASSOCIATE I Opportunity: We are currently seeking a Client Service Associate I who is experienced in investment account operations and comfortable working within a team environment in a regional firm. As a member of the Investment Team, the Client Service Associate is responsible for investment operations which include...

  • Client Relationship Specialist

    1 week ago

    Irvine, California, United States Charles Schwab Full time

    Unlock Your Potential with Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact in the finance industry. As a Client Relationship Specialist, you'll play a critical role in delivering exceptional client experiences and driving operational success in our local branch.We're seeking a talented individual with 1+ years of...

  • Travel Nurse ICU Specialist

    1 week ago

    Irvine, California, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistWe are seeking a skilled Travel Nurse ICU Specialist to join our team at HealthEcareers - Client in Irvine, California.Job Summary:This travel nursing job in ICU requires a dedicated and compassionate RN to provide high-quality patient care in a fast-paced environment.Responsibilities:Provide direct patient care in the...

  • Client Relationship Specialist

    2 weeks ago

    Irvine, California, United States Charles Schwab Full time

    Unlock Your PotentialAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking a Client Relationship Specialist to join our team in Irvine, CA....

  • Client Support Specialist

    3 months ago

    Irvine, United States Learfield Full time

    **Client Support Specialist** **Location:** Irvine, CA 92697 **Department:** Customer Service **Compensation:** $ - $ **Benefits:** * Medical/Dental/Vision Insurance * Disability Insurance * Life Insurance * Retirement Benefits * Flexible Spending Accounts * Paid PTO * Flexible Work Schedule LEARFIELD is the leading media and technology services company...

  • Client Relationship Specialist

    1 week ago

    Irvine, California, United States Charles Schwab Full time

    About the RoleWe're seeking a highly motivated and customer-focused Client Relationship Specialist to join our team at Charles Schwab. As a key member of our branch team, you'll play a critical role in delivering exceptional client experiences and supporting the operational success of our local branch.Key ResponsibilitiesProvide top-notch customer service to...

  • Client Relationship Specialist

    1 week ago

    Irvine, California, United States Charles Schwab Full time

    Unlock Your PotentialAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.As a Client Relationship Specialist, you'll play a critical role in the...

  • Client Retention Specialist

    7 days ago

    Irvine, California, United States TaxRise Full time

    About TaxRiseAt TaxRise, we're revolutionizing the way taxpayers navigate their tax challenges. Our mission is to make a genuine impact on people's lives, and we're looking for exceptional individuals to help us achieve this goal.The RoleThe Client Retention Specialist plays a critical role in ensuring clients are satisfied throughout their customer journey....

  • Client Support Specialist

    4 weeks ago

    Irvine, California, United States Learfield Full time

    {"title": "Senior Applications Specialist", "description": "Job SummaryWe are seeking a highly skilled Senior Applications Specialist to join our team at Learfield. As a key member of our support team, you will provide technical assistance to customers, troubleshoot complex issues, and develop training programs to ensure seamless product usage.Key...