Service Representative

Goldgate Financial

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San Diego, CA, us on site Until 8/21/2026 First posted March 23, 2025 Last posted March 23, 2025
Job description

Goldgate Financial is a private company that provides consulting services individuals and companies by providing them the tools they need to reach their financial goals. We strive to provide our clients top quality resources to ensure they meet their objectives quickly and efficiently.

We are seeking a Service Representative to join our growing team. This position is geared towards any person who is good at customer/sales service and has basic computer skills.

Job responsibilities include:

  • Respond promptly to customer inquiries

  • Obtain and evaluate all relevant information to handle product and service inquiries

  • Provide pricing and delivery information

  • Process orders, forms, applications and requests

  • Keep records of customer interactions and transactions

  • Record details of inquiries, comments and complaints

  • Communicate and coordinate with internal departments

  • Perform data entry

  • Other duties as assigned

Job Requirements:

  • Strong written and verbal communication skills

  • Basic computer skills

  • Ability to manage multiple priorities simultaneously while measuring and reporting efficacy to management

  • Good team skills to work with cross-functional team members

  • Excellent organizational and administrative skills

  • Positive and professional attitude


You can also apply directly on our company site at: goldgatefinancial.com/application.

All your information will be kept confidential according to EEO guidelines.

About this role

Summary

Assist customers, handle inquiries, process orders, and maintain records in a financial services environment.

Job title

Service Representative

Experience level

entry level

Industry

finance

Location requirements

San Diego, CA, US; remote work not specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

communicationcomputer skillsorganization

Preferred skills

None specified

Specializations

customer servicesalescommunicationdata entry
Locations

Structured locations inferred from the posting.

San Diego, CA, USA

On-site City