Client Services Account Representative jobs in Santa Ana – Browse 37 openings on RoboApply Jobs

Client Services Account Representative jobs in Santa Ana

Open roles matching “Client Services Account Representative” with location signals for Santa Ana. 37 active listings on RoboApply Jobs.

37 jobs found

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companyFSSI logo
Full-time|$27K/yr - $28K/yr|Hybrid|Santa Ana, California, United States

Become an Employee-Owner with Team FSSI!About Us:Established over 45 years ago, FSSI is a premier document outsourcing provider, catering to Fortune 500 companies across the financial, banking, insurance, and billing sectors in the U.S. We are excited to invite an Account Representative to join our dynamic Client Services team in Santa Ana, CA.The Account Representative plays a vital role in managing the daily operations of client projects within a SaaS-driven production framework, customizing solutions and processes to meet the unique needs of each account. This involves overseeing intricate print and mail workflows, collaborating with internal teams, and ensuring precision throughout project execution and billing.To excel in this position, candidates should possess robust critical thinking abilities, exceptional project coordination skills, a knack for quickly grasping new technical concepts, and a sincere enthusiasm for helping clients realize their objectives.Why You'll Love Working Here:We are committed to our employees! Benefit from comprehensive training for your success at FSSI University, along with hands-on guidance from our Client Services team.Foster strong relationships while providing tailored care and expertise to manage your client accounts.Leverage your creativity to tackle client challenges and maintain seamless communication.Enjoy a hybrid work schedule (after an initial 90-day onsite training period), allowing for 2 remote workdays each week.Your Key Responsibilities:Client Success: Act as the main liaison between clients and internal teams including IT, Software Development, Operations, Marketing, Accounting, and Purchasing, ensuring that client requirements are clearly understood and fulfilled.Project Management: Supervise client implementations, manage daily account tasks, and monitor production workflows.Technical Knowledge: Assist clients in comprehending print, mail, and online presentment specifications, collaborate with internal teams to troubleshoot technical challenges, and develop clear technical documentation customized for each client.Data & Reporting: Guarantee accurate billing for clients and prepare comprehensive client reports.Process Enhancement: Work collaboratively with teams to improve efficiency and deliver exceptional service.

Mar 25, 2026
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companyAlpha Insight Inc. logo
Client Service Associate

Alpha Insight Inc.

Full-time|On-site|Santa Ana

Join Alpha Insight Inc. as a Client Service Associate and become an integral part of our dynamic team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met with exceptional service. Your ability to communicate effectively and provide solutions will be key in fostering strong client relationships.Your responsibilities will include addressing client inquiries, maintaining client accounts, and collaborating with other departments to enhance the overall client experience. This position is ideal for someone who thrives in a fast-paced environment and is passionate about customer service.

Aug 26, 2025
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companyAlpha Insight Inc. logo
Full-time|On-site|Santa Ana

Join our dynamic team as a Junior Account Representative at Alpha Insight Inc. in Santa Ana, California. In this entry-level role, you will play a vital part in supporting our account management team, assisting with client communications, and contributing to the overall success of our client relationships. We are looking for motivated individuals who are eager to learn and grow in a fast-paced environment.

Jul 6, 2025
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companySimonMed Imaging logo
Full-time|On-site|Santa Ana, California

Join SimonMed Imaging as a Physician Account Representative, where you will play a vital role in enhancing our relationships with healthcare providers. Your innovative approach will help us elevate our service delivery and patient care.

Apr 10, 2026
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companyIDT Corporation logo
Full-time|On-site|Santa Ana, Ca 92704

Join IDT’s dynamic Retail division as a Sales Representative / Retail Account Manager (RAM). IDT is a premier leader in communications and financial services, actively seeking motivated and enthusiastic individuals to join our team as Sales Representatives / RAMs. In this pivotal role, you will be tasked with driving sales of our telecom and financial services products within a designated geographical territory.As a RAM, you will establish a consistent weekly routine to promote and sell IDT Retail products across retail outlets along a specific route set by your Regional Sales Manager. Regular visits to retail locations will be essential to take and fulfill orders while ensuring exceptional customer satisfaction.

Apr 20, 2023
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companyAlphabe Insight Inc logo
Full-time|On-site|Santa Ana

Join our dynamic team at Alphabe Insight Inc as a Customer Service Representative! In this role, you will be the first point of contact for our valued customers, assisting them with inquiries and providing exceptional support. Your ability to communicate effectively and resolve issues will help us maintain our reputation for outstanding customer service.

Jul 6, 2025
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companyKnox Attorney Services logo
Full-time|On-site|Santa Ana

Join our team as a Client Service Representative, an exciting entry-level opportunity within our records retrieval department. You will play a vital role in collecting essential documents such as medical records, radiology films, insurance papers, medical billing, and employment records for legal purposes. This full-time position offers a Monday to Friday schedule from 8 AM to 5 PM. As part of our team, you will receive a comprehensive benefits package that includes health, dental, vision insurance, Flexible Spending Accounts (FSA), paid time off (PTO), paid holidays, and a 401K plan. The starting compensation for this role is $18 per hour.Key Responsibilities:• Provide timely updates to clients through phone calls, emails, memos, and e-faxes.• Proactively monitor and liaise with various facilities to ensure the timely production of records by conducting daily follow-ups via calls, emails, and faxes, as well as sending reminder letters.• Prepare and dispatch new service documents daily.• Collaborate with clients and staff to manage requests effectively.• Review and process records in accordance with subpoena and authorization requirements.• Facilitate payments and gather necessary information from custodians to expedite requests.• Communicate the status of orders that are canceled, reissued, or contested.• Maintain accurate order status in our proprietary software to ensure up-to-date information.• Perform additional duties as assigned by management.

Jan 23, 2026
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companyFSSI logo
Full-time|Hybrid|Santa Ana, California, United States

About Us:With over four decades of experience, FSSI has established itself as a premier provider of document outsourcing and communication solutions. We proudly cater to a diverse array of Fortune 500 clients in the financial, banking, insurance, and billing sectors throughout the U.S. We are currently seeking a Client Relationship Manager to enhance our Business Development team in Santa Ana, CA. In this position, you will play a pivotal role in nurturing client relationships, driving revenue growth, and extending our market presence. If you are passionate about building lasting partnerships, identifying growth avenues, and have a background in serving Credit Union clients, we invite you to connect with us.What Makes This Role Exciting:Impactful Work: You will manage significant client relationships and engage in strategic discussions to foster partnership growth.Ownership of Portfolio: Collaborate closely with the Chief Revenue Officer to lead efforts in client retention, expansion, and development.Your Voice Counts: Contribute to our growth strategy by sharing valuable market insights and innovative ideas.Flexible Work Schedule: Enjoy a hybrid work model, allowing for both collaboration and independent work. Initial training will require at least 3 days onsite each week for a minimum of 90 days. Your Key Responsibilities:Serve as a strategic partner for a designated client portfolio, ensuring exceptional service and profitable growth.Drive revenue by identifying new business opportunities with existing and potential clients.Build and sustain a strong pipeline of prospects within the Credit Union and related industries through outreach and networking.Create and deliver customized pricing proposals and RFP responses tailored to client requirements.Represent FSSI at relevant trade shows and industry events, particularly those focused on the Credit Union sector.Work in collaboration with internal teams—Client Services, Marketing, Technical, and Leadership—to ensure seamless onboarding and support for new projects.Document all client interactions in our CRM system and contribute to monthly reporting and forecasting.Travel to meet clients and prospects as necessary, including regular portfolio reviews and annual account planning.Participate in client conferences and FSSI meetings on a monthly, quarterly, and annual basis.Act as a point of escalation for resolving client issues and advocating for improvements.Qualifications:Education: Bachelor’s degree in Business, Communications, or a related discipline.Experience: A minimum of 5 years in business development or sales, with a strong preference for candidates with experience in the Credit Union sector.

Apr 17, 2025
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companyFSSI logo
Full-time|On-site|Santa Ana, California, United States

About Us:With over 45 years of experience, FSSI stands at the forefront of document outsourcing, serving Fortune 500 companies across the financial, banking, insurance, and billing sectors throughout the United States.We are currently seeking a Senior Staff Accountant who possesses robust technical accounting skills and a keen analytical mindset to join our dynamic team in Santa Ana, CA. This pivotal role encompasses essential accounting functions, including account reconciliations, general ledger maintenance, audit assistance, and the preparation of financial reports. The ideal candidate is an engaged accountant who approaches their work with curiosity, proactivity, and a willingness to leverage technology to enhance processes and reporting. This position may also involve mentoring junior accounting staff. If this resonates with you, we encourage you to apply!Work Schedule: This position requires a full-time, onsite presence from Monday to Friday at our Santa Ana, CA office.Your Key Responsibilities:Ensure adherence to FSSI's accounting policies while identifying avenues for enhancing efficiency, accuracy, and internal controls.Take full ownership of monthly bank and balance sheet reconciliations, ensuring they are completed accurately and on time.Prepare month-end closing journal entries.Compile and analyze the monthly financial statement package.Collaborate with department leaders to assist in budgeting, forecasting, and variance analysis.Examine financial results and identify trends.Oversee the accuracy of the fixed asset system, ensuring it reconciles with the general ledger and accurately records monthly depreciation expenses.Provide guidance and support for accounts payable and accounts receivable functions as needed.Assist with external audits.Maintain the confidentiality of financial information.Perform other duties as assigned.

Mar 6, 2026
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companyDomino's Pizza, Inc. logo
Full-time|On-site|Santa Ana

Domino's Pizza in Santa Ana is looking for a Customer Service Representative to join the team. This role centers on greeting guests, answering questions, and making sure every order is accurate and handled with care. Customer interactions happen both over the phone and in person, with a focus on friendly, helpful service every time. Key responsibilities Take orders from customers by phone and face-to-face Provide information about menu items and current promotions Address order issues or concerns as they arise Collaborate with team members to keep operations smooth Requirements Interest in food and customer service Clear and effective communicator Comfortable working in a busy environment Positive attitude and a willingness to assist others This position is a good fit for those who enjoy helping people and want to be part of a team that values great service.

Apr 25, 2026
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companyhirehawk logo
Full-time|$800/yr - $900/yr|Remote|Remote — Santa Ana, Santa Ana Department, El Salvador

Join our innovative consumer goods organization as a Financial Accountant. In this full-time remote role, you'll play a vital part in our finance operations by managing month-end processes, accounts receivable, and accounts payable. Your bilingual skills will be crucial for effective communication with our diverse client base, including clients in Mexico and the U.S. This position offers a collaborative environment where you will work closely with our junior accountant, ensuring support and optimization of workflow distribution. The role provides excellent opportunities for cross-training and professional growth within our finance team.

Jan 23, 2026
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companyDomino's Pizza, Inc. logo
Full-time|On-site|Santa Ana

Domino's Pizza in Santa Ana is looking for a Customer Service Representative to support guests both at the counter and over the phone. This position plays a key role in making sure every customer receives friendly, accurate service and leaves satisfied with their experience. What you will do Welcome customers in person and answer phone calls quickly Assist guests with placing orders and share menu details as needed Address questions or concerns with a helpful, positive approach Work alongside team members to keep daily operations on track Requirements Strong communication and listening skills Comfort interacting with people and staying calm during busy times Ability to solve problems as they arise Consistent attendance and willingness to work as part of a team

Apr 25, 2026
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company
Full-time|Remote|Remote — Santa Ana, California, United States

Job Overview:As a Partner Account Specialist, you will play a key role in nurturing and empowering Certified Partners within your designated territory. Your mission is to support their business growth through Genetec solutions, focusing on enhancing the adoption of SC SaaS, strengthening partner relationships, and facilitating the progression of Certified Partners to Unified and Unified Elite status.Your Daily Responsibilities:Act as the main contact for Certified Partners, ensuring they have all necessary resources and knowledge to successfully utilize Genetec solutions.Perform business planning and performance evaluations to uncover growth opportunities and enhance partner engagement.Champion the transition of Certified Partners to Unified and Unified Elite by showcasing the advantages of a deeper partnership with Genetec.Provide education on SC SaaS product offerings, their value propositions, and optimal use cases.Advise partners on effective positioning of SC SaaS to end users for maximum impact.Assist partners in overcoming sales objections and boosting their confidence in selling SC SaaS.Monitor and report SC SaaS engagement, pipeline growth, and successful deal closures.Coordinate training programs and learning paths for partners, ensuring they remain updated on the complete Genetec portfolio.Enhance training through product demonstrations, sales strategies, and practical applications.Serve as a trusted advisor, helping partners leverage Genetec’s ecosystem to achieve success.Keep track of partner sales pipelines within the CRM, ensuring engagement and deal acceleration across all Genetec product lines.Collaborate with partners to boost pipeline activity and close rates for SC SaaS.Follow up on assigned leads to ensure timely engagement and conversions.Support small to medium-sized transactions, including system designs and related BOMs.Assist partners during end-user meetings and product demonstrations, ensuring they feel confident in presenting Genetec solutions.Provide technical support by working with technology partners to address product integration inquiries.Collaborate closely with other CDSs and Partner Account Executives (PAEs) to ensure effective territory cooperation and alignment on partner engagement strategies.

Jan 12, 2026
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companyDomino's Pizza, Inc. logo
Full-time|On-site|Santa Ana

Domino's Pizza, Inc. seeks a Customer Service Representative for its location at 934 S. Harbor Boulevard in Santa Ana. This role serves as the first contact for customers, answering questions and taking orders in person and by phone. Role overview Customer Service Representatives help create a positive experience for every guest. Each interaction shapes how customers feel about the store. The position supports daily operations by managing orders accurately and responding to customer needs promptly. What you will do Greet customers and answer their questions Take orders efficiently and confirm details Ensure each customer leaves with a good impression Support the team in maintaining store standards Requirements Strong communication skills and a focus on customer satisfaction are important for this position.

Apr 25, 2026
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companyXplor Technologies logo
Full-time|On-site|Santa Ana

Join Xplor Technologies as an Account Executive, where you will spearhead client engagement and drive revenue growth through innovative solutions. You will establish and nurture relationships with clients, understanding their needs and delivering tailored solutions that enhance their business operations.

Apr 6, 2026
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companyUSA Survey Job logo
Part-time|Remote|Santa Ana, California

Join Our Team as a Remote Customer Service Representative!We are actively seeking enthusiastic individuals from across the United States to engage in online polling and surveys. Don’t miss your chance to apply!This is a fantastic opportunity to generate supplemental income from the comfort of your home (telecommuting) and set your own hours. In this role, you will be responsible for a variety of tasks including data entry, responding to emails, conducting surveys, and participating in various online projects.Your contributions will play a vital role in shaping market trends and influencing the development of new products. You may even get early access to innovative products and participate in testing them! By collecting valuable data, you'll be assisting companies in making informed decisions and forecasting trends.- Earn money by participating in polls- Choose from various payment options, including PayPal or direct deposit.- Part Time Hours AvailableAPPLY NOW: https://5o6x7a.ttrk.io/5dd72739dad446000198e428How to Apply:If you are self-driven and enjoy working independently from home, with tasks such as email customer service, data entry, and product reviews, we want to hear from you!We welcome applicants from diverse backgrounds, including data entry, telemarketing, customer service, sales, clerical, administrative support, warehouse, inventory, receptionist, call center, retail, and more!APPLY NOW: https://5o6x7a.ttrk.io/5dd72739dad446000198e428

Dec 5, 2019
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companyAbercrombie & Fitch Co. logo
Full-time|On-site|Santa Ana

Join the dynamic team at Abercrombie & Fitch as a Brand Representative at our Main Place location! This is an exciting opportunity for individuals passionate about fashion and customer service. As a Brand Representative, you will engage with customers, promote our brand values, and contribute to a positive shopping experience.

Apr 1, 2026
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companyAWPSafety logo
Full-time|On-site|Santa Ana

Join our dynamic team at AWPSafety as an Inside Sales Representative! We are looking for passionate individuals who thrive in a fast-paced environment and have a knack for building relationships. In this role, you will be responsible for identifying and pursuing new sales opportunities, nurturing leads, and contributing to the overall success of our sales goals.Your day-to-day will include making outbound calls, following up on leads, providing product information, and ensuring customer satisfaction. If you possess excellent communication skills, are self-motivated, and have a desire to succeed, we want to hear from you!

Jan 5, 2026
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companyxplor logo
Full-time|On-site|Santa Ana

xplor is looking for an Account Executive based in Santa Ana. This role centers on building and maintaining strong relationships with merchants, ensuring their needs are understood and addressed. Role overview The Account Executive will focus on supporting client growth by identifying opportunities and offering tailored solutions. Success in this position comes from fostering trust and creating long-term partnerships with merchants. What you will do Develop and manage relationships with merchants Listen to client needs and recommend effective solutions Work to ensure client satisfaction and ongoing partnership Location This position is based in Santa Ana.

Apr 28, 2026
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companyRyan Herco Flow Solutions, a SunSource company logo
Field Sales Representative for Fluid Systems & Filtration Products

Ryan Herco Flow Solutions, a SunSource company

Full-time|On-site|Santa Ana, CA 92704

Join Ryan Herco Flow Solutions, a dynamic subsidiary of SunSource, a leading distributor specializing in fluid control systems, filtration solutions, and fluid handling products. With a diverse customer base spanning electronic component manufacturing, chemical production, wastewater treatment, metal finishing, pollution control, and life sciences, we pride ourselves on delivering high-quality solutions to our clients. For more information, visit www.rhfs.com.At Ryan Herco, we offer a competitive salary alongside an extensive benefits package that includes medical, dental, and vision insurance, paid time off, a floating holiday, life insurance, tuition reimbursement, and a 401(k) plan with company matching. Above all, we provide exceptional opportunities for career advancement, valuing those who contribute to our growth by promoting from within.As a Field Sales Representative, you will oversee a sales territory within San Jose, CA, and adjacent markets, focusing on outside sales and account management for our fluid control, filtration, and handling products.

Sep 10, 2025

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