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Customer Service Operations Associate Jobs in California

Saks OFF 5TH

operations associate

Palm Desert, CA · On-site

We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ... Experience executing warehouse duties within a retail, customer service, or sales environment

Adecco

Sales Operations Associate

Mountain View, CA

$57.38/hr

Develop a strategic narrative/business case to influence product roadmaps and customers. · Define ... area or service. · Identify relevant stakeholders and develop an understanding of their key ...

Saks OFF 5TH

operations associate

Palm Desert, CA · On-site

We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ... Experience executing warehouse duties within a retail, customer service, or sales environment

Hitachi

Service Operations Manager

Livermore, CA · On-site

$120K - $130K/yr

Our team is dedicated to helping customers maximize productivity, improve reliability, and keep ... Associate degree Preferred but not required. * Technical Training/Certifications in the compressed ...

Hitachi, Ltd.

Service Operations Manager

Livermore, CA · On-site

$120K - $130K/yr

Our team is dedicated to helping customers maximize productivity, improve reliability, and keep ... Associate degree Preferred but not required. * Technical Training/Certifications in the compressed ...

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Customer Service Operations Associate information

What does a customer service operations associate do?

A Customer Service Operations Associate supports the daily functions of a customer service team by handling customer inquiries, resolving issues, and ensuring efficient workflow. They often process orders, manage customer accounts, and collaborate with other departments to address customer needs. Their role is crucial in maintaining customer satisfaction and improving service processes. These associates also help implement policies and use software tools to track and report on service metrics.

What are the key skills and qualifications needed to thrive as a customer service operations associate?

To thrive as a Customer Service Operations Associate, you need strong problem-solving abilities, attention to detail, and experience in customer support, often supported by a relevant degree or prior customer service experience. Familiarity with CRM software, ticketing systems, and communication platforms is typically required. Excellent interpersonal skills, patience, and adaptability enable you to handle diverse customer interactions and work effectively in a team environment. These skills ensure efficient resolution of customer issues, high satisfaction rates, and smooth operational workflows.

What are some common challenges faced by customer service operations associates, and how can they be effectively addressed?

Customer Service Operations Associates often encounter challenges such as managing a high volume of inquiries, handling difficult customer interactions, and adapting to evolving company policies or technology. To address these, it's important to develop strong communication and time management skills, seek support from team leads or mentors, and stay updated on product knowledge and best practices. Many organizations offer ongoing training and encourage collaboration within the team, which helps associates continuously improve their problem-solving abilities and overall performance.

What are the most commonly searched types of Customer Service Operations jobs in California?

The most popular types of Customer Service Operations jobs in California are:

What are popular job titles related to Customer Service Operations Associate jobs in California?

For Customer Service Operations Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Customer Service Operations Associate jobs in California look for?

The top searched job categories for Customer Service Operations Associate jobs in California are:

What cities in California are hiring for Customer Service Operations Associate jobs?

Cities in California with the most Customer Service Operations Associate job openings:

Customer Service Operations Associate jobs near you
Infographic showing various Customer Service Operations Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution.

Central Operations Associate

Concurrent Investment Advisors

San Diego, CA • On-site

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Description
Position Overview
We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play a pivotal part in providing exceptional support to Financial Advisors and their clients. The Central Operations Associate will manage client onboardings, assist with account management, ensure regulatory compliance, and maintain precise client records. This role is based in our Tampa office and involves collaborating with a diverse group of advisors across the country. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to handle multiple priorities in a fast-paced environment.

Key Responsibilities
  • Client Support: Serve as the primary point of contact for client inquiries, providing accurate information about financial products and assisting with processes.
  • Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues.
  • Financial Planning Assistance: Support Financial Advisors by maintaining financial plans and investment details.
  • Documentation & Record-Keeping: Process and maintain up-to-date client records, handle documentation, and archive within CRM.
  • Compliance: Ensure all client interactions and transactions comply with industry regulations.
  • Communication: Maintain clear communication with clients, advisor firms, and internal teams, providing updates on client requests and onboardings.
  • Problem Resolution: Address and escalate client issues, ensuring client satisfaction and retention.
  • Education & Training: Educate advisors on financial products, services, and systems.
  • Vendor Collaboration: Coordinate with custodians to process transactions and maintain account accuracy.
  • Reporting & Analysis: Generate reports on account activities, provide insights to improve client service and operations.

Qualifications
  • At least three years of experience in financial services, advisory office practices, and custodial operations.
  • Excellent organizational and time management skills to handle multiple tasks and meet deadlines.
  • Detail-oriented with the ability to maintain accuracy with financial documents.
  • Strong communication skills, both verbal and written, to interact effectively at all levels.
  • Ability to manage multiple priorities, resolve issues, and provide high-level customer service.
  • Proficiency in office software, reporting tools, and CRM systems.
  • Familiarity with investment concepts and industry compliance standards.

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance