Customer service advocate jobs in Boca Raton, FL - 4,142 jobs

ABOUT THE ROLE The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments. KEY RESPONSIBILITIES Marketing Coordination Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits. Lead Social Media Management efforts such as LinkedIn a plus Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards. Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking. Coordinate photography, floor plans, and other creative assets with vendors and internal teams. Maintain and organize the team's contact database while improving marketing processes for better efficiency and results. Financial Support Handle billing, invoicing, and expense reports for the team. Update and maintain stacking plans and other financial tracking tools in Excel. Administrative Support Greet and assist guests; answer and route incoming calls. Manage incoming and outgoing mail and packages. Keep Salesforce and other CRM databases accurate and up to date. Schedule meetings, conference calls, and team activities. Set up conference rooms and prepare materials for client meetings. Client Interface Help prepare materials and presentations for client meetings. Participate in client pitches as needed. Coordinate communication and logistics between the team and clients. Process Management Work closely with the team to manage all active projects and client assignments from start to finish. Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks. Anticipate next steps and help keep the team organized and accountable. Serve as the central point of coordination for ongoing projects and team priorities. Partner with other Client Services Specialists and Operations staff on office-wide initiatives. Qualifications Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field). Professional, proactive, and able to work both independently and as part of a team. Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important. Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce. Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus. Excellent written and verbal communication skills. Strong organizational skills, attention to detail, and the ability to handle multiple priorities. WHY JOIN US? Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate. Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.

5th HQ - Job Title: Customer Service Representative - International Sales Schedule: Monday-Friday, 8:30 AM - 5:00 PM Pay: $20 - $27 per hour (based on experience) We are currently seeking a bilingual Customer Service Representative to join our International Sales team in Plantation, FL. The ideal candidate will be fluent in English and Spanish, highly organized, and experienced in providing excellent customer support within a fast-paced environment. This role will play a key part in supporting international sales operations and building lasting relationships with global clients. Responsibilities: Provide sales and administrative support to the International Sales Business Developer Prepare written quotations for current and prospective customers Coordinate sample requests and shipments for clients and new leads Respond to inquiries related to products, order status, packaging, registration, and lead times Assist in preparing materials and promotional items for international trade shows Generate monthly sales reports, quote summaries, and sample logs Prepare Letter of Credit documentation in coordination with Accounting and Shipping departments Maintain accurate customer records, including quotes, pricing, specifications, and complaints Process and input orders and invoices using Visual software Communicate with internal departments such as Manufacturing, Packaging, Laboratory, Registration, Regulatory, and Graphic Design Follow up with customers on product registration processes and payment of fees Resolve customer issues and complaints in a timely and professional manner Request product codifications and support inventory control of customer-supplied materials Support product development initiatives in coordination with R&D and marketing Provide feedback to management on customer trends, issues, and new opportunities Participate in special projects and perform other duties as assigned Qualifications: Associate's degree required; Bachelor's degree preferred Fluent in English and Spanish (required) 2 to 5 years of experience in a customer service role, preferably in international sales or a similar environment Proficient in Microsoft Word, Excel, and Outlook Strong written and verbal communication skills Ability to multitask, work under pressure, and meet deadlines Willingness to accept feedback and continuously improve Benefits: Competitive hourly pay based on experience Opportunity to work in a growing international business Collaborative and supportive team environment Job Type: Full-time Pay: $20.00 - $27.00 per hour Schedule: Monday to Friday

About Us At Every Word Code, we are dedicated to delivering innovative communication and technology solutions that connect people and businesses with precision and purpose. Our team thrives on creativity, collaboration, and excellence-transforming complex challenges into streamlined experiences. We believe in empowering our employees through growth, mentorship, and a culture built on integrity and success. Job Description We are seeking a Client Relationship Representative to join our Miami team. The ideal candidate will serve as the main point of contact for our clients, ensuring satisfaction, trust, and long-term collaboration. This role requires a balance of professionalism, empathy, and strategic thinking to maintain meaningful partnerships and deliver exceptional client experiences. Responsibilities Build and nurture strong relationships with new and existing clients. Act as the primary liaison between clients and internal departments. Understand client goals to provide tailored solutions and proactive support. Ensure timely follow-up on client requests and maintain accurate records. Identify opportunities to enhance service delivery and client satisfaction. Collaborate with cross-functional teams to deliver exceptional results. Qualifications Qualifications Excellent communication and interpersonal skills. Strong organizational and problem-solving abilities. Professional demeanor with a client-first mindset. Ability to manage multiple priorities and meet deadlines. Driven, reliable, and adaptable in a dynamic environment. Additional Information Benefits Competitive salary ($56,000-$59,000 annually). Growth and career advancement opportunities. Supportive and collaborative work environment. Comprehensive training and ongoing development programs. Health and wellness initiatives. Full-time position with consistent schedule and stability.

About Us : Volante Technologies is the leading global provider of low-code cloud Payments as a Service solution for financial businesses. We are disruptors and innovators and we are growing fast. For the last three years, we have been the #1 seller of wholesale payment systems worldwide. At Volante, we are all about revolutionizing the world of Payments. Role Overview We are looking for an seasoned Customer Success expert to manage our most critical Enterprise clients in the US and LATAM regions. In this role, you will partner with the Head of Account Management to execute our regional engagement strategy. You are the primary face of the company for your portfolio, working to keep customers happy (Retention) and identifying new problems we can solve for them (Expansion). While this role is strategic, it requires significant mobility, you will be expected to travel frequently to drive business reviews and workshops. What You Bring 10+ years in Customer Success, Account Management, or Consulting for Enterprise B2B software. Business-level fluency in Spanish is required. You must be able to present to Executives and conduct business meetings in Spanish. You understand how to identify a sales opportunity. Familiarity with frameworks like MEDDIC is a strong plus. Willingness to travel frequently (approx. 25-40%) for client meetings across the Americas. Professionals based in the South Florida area (Miami/Fort Lauderdale/West Palm Beach) preferred. (Qualified candidates in other locations willing to travel will be considered). Your Objectives (Shared OKRs)- You will share the following Key Results with the Head of Account Management. We win as a team, and your execution is critical to hitting these regional targets: Maximize Client Value Strategic Reviews: Drive the execution of our Americas Team Target of 105 Formal Client Reviews (SBRs) annually. You will own a significant volume of these engagements, requiring frequent onsite presence. Success Planning: Implement "Joint Success Plans" (JSPs) for top accounts in the region. Risk Management: Ensure all "Red/Yellow" accounts have a defined "Get-to-Green" plan with clear deliverables. Maximize Client Opportunity Pipeline Generation: Contribute to the Americas Team Target in new Expansion/Upsell pipeline. (Note: You source and qualify the lead; Sales closes it. You retain attribution credit). Net Revenue Retention: Drive regional performance to achieve 115%+ NRR. Roadmap Alignment: Facilitate roadmap and discovery workshops for Top 15 accounts. What You'll Do Strategic Account Management: Manage a portfolio of high-value Enterprise clients. You are their main point of contact and their internal advocate. High-Touch Engagement (Travel): This role requires a willingness to travel within the US and LATAM to meet stakeholders face-to-face. You will be the primary driver of onsite Strategic Business Reviews. Opportunity Identification: Proactively look for opportunities to expand our footprint within your accounts to help us hit our shared pipeline goals. When you find an opportunity, you will qualify it (confirm budget and need) and introduce the Sales team. Bilingual Communication: Navigate complex business discussions with stakeholders in Latin America, understanding both the language and the business culture. Equal Opportunity Statement At Volante Technologies, we believe diversity drives innovation and inclusion fuels success. We are committed to creating a performance driven workplace where everyone feels valued, respected, and empowered to bring their authentic self to work. We welcome candidates from all backgrounds and ensure equitable opportunities for growth. All qualified applicants will receive consideration without regard to race, color, religion, age, gender, national origin, disability, sexual orientation, veteran status, or any other factor protected by law. Together as ONE TEAM, we celebrate differences and foster collaboration, creativity, and belonging.

About the Organization Hello and thank you for considering a career with Bomnin Automotive! We are a family-owned and operated business that has been delivering excellence in the automotive industry since 2010. Our team is passionate about creating a diverse environment where all of our associates are supported and can build rewarding careers. At Bomnin Automotive, we take pride in offering our associates extensive benefits and a culture that is geared towards providing them with vast growth opportunities. We believe in doing what's right for our associates, which is why we offer medical benefits with employer-paid contribution, dental, gap, vision, disability, cancer insurance, life insurance, and a retirement plan 401(k) with an employer match. We also offer PTO, paid holidays, and a flexible schedule to ensure that our associates have a healthy work-life balance. In addition to our commitment to our associates, we are also passionate about giving back to our community. Our mission is not just about selling cars, but in providing hope, love, and strength to our community. Throughout the years we have supported causes in search for a cure to pediatric cancer; we have partnered with local non-profits that serve the under-privileged; and donated time and resources to schools, charitable organizations, and causes that are relevant and important to each of the community's we represent. We are proud of our team and the work that we do, and we hope that you will consider joining us in our mission to deliver excellence in the automotive industry and make a positive impact on the community. EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Description Job Title: Service Advisor Reports To: Service Manager/Director, Service Operations Director Job Status: Full-time, Exempt Department: Service Job Summary: The Service Advisor at Bomnin Automotive serves as a key point of contact between customers and the service department. This role plays a vital role in ensuring exceptional customer service experiences by effectively communicating vehicle service needs, providing accurate estimates, and coordinating service appointments. Key Responsibilities: Customer Interaction: Greet and assist customers and associates professionally and courteously. Gather vehicle information, service history, and customer concerns. Schedule service appointments. Keep customers informed about the status of their vehicles and any recommended services. Repair Order Generation: Generate accurate repair orders. Document vehicle information, services requested, and necessary parts. Collaborate with service technicians and the parts department to facilitate repairs and parts procurement. Maintain organized repair order records. Communication and Coordination: Communicate effectively with the service department, parts department, and other internal teams. Coordinate workflow with technicians and service advisors for efficient service delivery. Assist with vehicle check-ins and check-outs as needed. Quality Control: Perform quality checks on completed work to ensure it meets dealership standards. Verify that all work performed aligns with the repair order and customer expectations. Address any discrepancies or concerns promptly. Administrative Support: Assist in administrative tasks related to the service department, including filing, data entry, and report generation. Maintain organized records of service appointments, repair orders, and customer information. Position Requirements Requirements: High school diploma or equivalent. Previous experience in a service advisor role is preferred. Strong computer skills and proficiency in using dealership-specific software. Detail-oriented with excellent organizational skills. Effective communication skills. Ability to work in a fast-paced dealership environment. Bilingual in English and Spanish is preferred but not required. Willingness to take a Skill Evaluation Pre-Employment Assessment. Physical Demands: The Service Advisor should be capable of performing typical office tasks, including standing, walking, sitting, lifting, and carrying. They should have good vision, hearing, and communication skills and be able to move around the service department and customer areas as needed. Work Environment: The Service Advisor primarily works within the service department of Bomnin Automotive. This role involves frequent interaction with customers and various weather conditions, such as rain, heat, and cold, when interacting with customers and vehicles. Other Duties: Please note that this job description is not exhaustive, and other duties may be assigned as needed by the Service Manager/Director or Service Operations Director. At-Will Employment: Employment with Bomnin Automotive is at-will, which means either the associate or the company can terminate the employment relationship at any time, with or without cause and with or without notice. Equal Opportunity Employer: Bomnin Automotive is committed to providing equal employment opportunities to all associates and applicants without regard to race, religion, color, sex, national origin, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with a disability. Full-Time/Part-Time Full-Time Location Bomnin Volvo Cars Dadeland This position is currently accepting applications.

Full Job Description: Wayne Akers Ford is seeking a Customer Service Specialist.. If you are a self-motivated individual with aspirations for success and enjoy working with the public, the Customer Experience Specialist position at Wayne Akers Ford may be the right fit for you. We are looking for candidates who possess customer service experience, demonstrate a professional and positive attitude, and have a great work ethic. We invite all top-performing individuals to apply their skills to help our company continue to grow. Primary Responsibilities and Requirements: Handling of incoming and outgoing phone calls, text messages and emails. Prospect follow-up calls and gauge customer satisfaction. Answer customer internet inquires for service by both email and phone. Schedule service appointments, reschedule no show customers. Contact customers based on current marketing incentives. Following up the customer experience after visiting the dealership. Following up on all unsold Service work and any special requests to be sure that all customer expectations are met. Contacting customers based on current oil life, recalls or OnStar notifications, Service Retention and 1st Service to try to set up service appointments. Primary Responsibilities and Requirements Great Customer Service Skills & Motivation to be Successful. Able to multi-task. Able to communicate persuasively with customers to set appointments. Be Able to Create and Maintain Customer Relationships. Excellent computer skills required. Excellent phone presence. Knowledgeable to call center environment. Prior Service, Call Center, or BDC Experience Required Automotive Service Department experience helpful but not required. Great Communication Skills Team Player Authorized to work in the United States Ability to pass background check and pre-employment drug screen Benefits: Health Dental Vision Life Vacation 401K Job Type: Full Time Schedule: Monday - Friday Work Location: In person "Florida Drug-Free Workplace: Pre-employment Drug Testing" We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, i Service, Sales Representative, Manufacturing, Retail

Receive incoming calls in a professional and courteous manner - Scheduling appointments - Assigning daily work/calls to other team members - Perform marketing and sales functions to sell additional work and earn business - Complete work orders, retur Customer Service Representative, Customer Service, Dispatcher, Representative, Dispatch, Retail

About the Role The Client Services Specialist is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury Managem Client Service, Specialist, Relationship Manager, Processing, Management, Banking, Business Services

This Customer Service Rep - Electric/Water position is full-time (non-exempt) position is based on a 40-hour work week with a pay rate of $18.4111. This position is part of the public employees Union (PEU) and will work at Utilities Building located at 120 N Federal Hwy #104, Lake Worth, FL 33460. In addition, this position offers: Vacation and Sick Leave Accruals 13 Paid Holidays 3 Floating Holidays City of Lake Worth Beach Medical Benefits that include Life Insurance, Dental and Vision coverage Retirement Plan JOB SUMMARY: Under general supervision, responsible for handling Utility customer questions, payments, complaints, and billing inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one stop resolution. ESSENTIAL DUTIES AND RESPONSIBILITIES: Receive, answer, resolve and process inquiries and issues from customers, contractors and other city departments by telephone, email, fax, or in person. Use computerized systems for information gathering, data resources, creating service requests, troubleshooting, etc. Research and verify Utility customer account information to provide information regarding services, products, billing, etc. Process and balance utility payment batches for payments received through mail and drop boxes to proper accounts. Accept and process new service applications, as well as service terminations and transfer requests. The examples of essential functions as listed in this classification specification are not necessarily descriptive of any one position in the class. The omission of an essential function of work does not preclude management from assigning duties not listed herein if such functions are a logical assignment in relation to the position. KNOWLEDGE, SKILLS AND ABILITIES: To perform this job successfully, an individual must be able to perform each essential duty and possess a positive, professional demeanor. Communicate effectively with supervisors, team members, other departments and the public, with customer service and professional demeanor. Communicate verbally and in writing in a concise, clear and professional manner. Learn new/revised processes quickly and follow instructions to ensure completion of assignments with accuracy and minimal supervision. Use multiple systems/applications simultaneously to complete assignments effectively and efficiently (Microsoft Office, Naviline, PayNearMe, Paymentus, Tantalus, etc). Adapt to changing assignments, procedures, etc., quickly and willingly to assist customers and team members. Stay updated on office guidelines, safety procedures, and all daily changes. Maintain strong attention to details, ensuring accurate completion of assignments and minimal repetition of customer requests. Deal with difficult situations/customers and conflict using de-escalation, empathy and knowledge. Demonstrate knowledge of utilities (electric and water) needed to assist customers. Knowledge of office equipment to use effectively and safely. High productivity with accuracy in a busy environment with multiple interruptions by using prioritization skills. WORK ENVIRONMENT: Office environment, fixed work schedule, face to face interaction with co-workers and customers, call center, sitting, standing, lifting light objects (up to 10 pounds). EDUCATION AND EXPERIENCE: Graduation from High School or equivalent, plus (3) years' experience in a customer service office position performing the above skills and knowledge. Bilingual a plus or preferred. All full-time employees are considered critical in response to emergency situations and may be deemed essential as needed depending on the situation. Employees in this position will be required to complete the FEMA Incident Command System (ICS) Certification Levels 100, 200, 700 and 800 within the first six months of employment. Certain positions may be required to attain additional ICS training as needed. The job description does not constitute an employment agreement between the City of Lake Worth Beach and the employee and is subject to change by the employer as the needs of the employer and requirements of the job change. The City of Lake Worth Beach is an Equal Opportunity Employer. In compliance with United States Equal Employment Opportunity guidelines and the Americans with Disabilities Act, this organization provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Applicants for positions with the City of Lake Worth Beach should know and be aware of the following: Applicants for employment who become candidates for available employment positions should note employment is contingent upon satisfactory completion of all reference checks and pre-employment physical satisfaction. Upon request, information on the nature and scope of an inquiry will be provided under FS 119. Furthermore, some of the job classifications within the City of Lake Worth Beach workforce are covered by Collective Bargaining Agreements with a union. Consistent with Chapter 447 of the Florida Statutes, a bargaining unit employee has the right to join or not join the union. However, the Union is not obligated to represent a non-member.

Dynamic Client Service Associate | Amazing Growth Potential & Competitive Pay Ascendo is excited to present this opportunity in the Wealth Management industry. This is a fantastic chance to join a boutique firm on an upward trajectory that prioritizes a high-touch, human-centered approach to financial planning. We are seeking a dedicated professional who thrives in a supportive culture and can balance technical precision with genuine empathy. The ideal candidate brings a robust background in navigating custodial platforms and possesses a fluent understanding of financial concepts such as Roth Conversions, IRA Rollovers, and Trust structures to hit the ground running. Responsibilities Act as the primary point of contact for major custodians and third-party providers to resolve operational inquiries. Manage the full lifecycle of client requests including account openings, money movement, and journals. Maintain accurate client data within CRM systems to ensure a reliable source of information for the team. Collaborate with compliance leadership to assist with account reviews and necessary regulatory action items. Coordinate advisor calendars and prepare essential materials for client review meetings. Facilitate clear communication regarding transaction status to keep both clients and advisors fully informed. Qualifications Strong understanding of investment vehicles, retirement plans, and trust nuances. Proven experience working within an RIA or financial services environment. Exceptional organizational skills with the ability to create and follow repeatable processes. Proficiency with digital record-keeping and adherence to industry compliance standards. Experience utilizing financial planning software and CRM tools to support operations. Ability to handle sensitive information with the highest level of integrity and care. Benefits Comprehensive medical, dental, and vision coverage options. Employer-sponsored retirement plan with company contributions. Clear pathways for career advancement into leadership or advisory tracks. Generous and flexible paid time off policy. ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law. Contact information Daniel Longman

ABM (NYSE: ABM) is one of the world's largest providers of integrated facility, engineering, and infrastructure solutions. Every day, our over 100,000 team members deliver essential services that make spaces cleaner, safer, and efficient, enhancing the overall occupant experience. ABM serves a wide range of market sectors including commercial real estate, aviation, education, mission critical, and manufacturing and distribution. With over $8 billion in annual revenue and a blue-chip client base, ABM delivers innovative technologies and sustainable solutions that enhance facilities and empower clients to achieve their goals. Committed to creating smarter, more connected spaces, ABM is investing in the future to meet evolving challenges and build a healthier, thriving world. ABM: Driving possibility, together. ABM is an Equal Employment Opportunity (EEO) employer that does not discriminate on the basis of any trait or characteristic protected by applicable federal, state, or local law, including disability and protected veteran status. ABM is committed to working with and providing reasonable accommodation to individuals with disabilities. If you have a disability and need assistance in completing the employment application, please call ************. We will provide you with assistance and make a determination on your request for reasonable accommodation on a case-by-case basis. ABM participates in the U.S. Department of Homeland Security E-Verify program. E-Verify is an internet-based system used to electronically confirm employment eligibility. ABM is a military-friendly company proudly employing thousands of men and women who have served in the U.S. military. With ABM, you'll have access to a world-class training program and ample opportunities to use the skills you developed while serving our country. Whether you're looking for a frontline or professional position, you can find post-military career opportunities across ABM. ABM directs all applicants to apply at ******************** ABM does not accept unsolicited resumes. For more information, visit *********** Perform a combination of clerical tasks to support office, business, or administrative operations by performing the following duties. Our employees must be well-groomed, helpful, and patient and enjoy working with others. We are looking for staff to work Full Time and Part Time, All Shifts Available, 7 Days a week.

The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers. Duties and responsibilities include: Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries; Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others. Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc. Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Acts as backup as needed for other CAs In order to fulfill duties with expected level of competency, incumbent must demonstrate: Ability and eagerness to learn. Verbal, written and interpersonal skills. Customer service orientation. Organization skills (archiving, tracking, follow-up) Minimum Education and/or Certifications Requirements: Associate's degree in finance or business administration preferred. *** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work Experience Requirements: 1 year of experience supporting Wealth Management Advisors Technical and/or Other Essential Knowledge: Fully bilingual (English/Spanish) - Fluent, including writing Experienced PC user with strong command of MS Office applications

Youll be able to get out from behind the desk and play an active role in the service lane. AutoNation will look to you to explain the Service Technicians recommendations to the customer in easy-to-understand language and suggest up-sell opportuni Service Advisor, Customer Experience, Advisor, Vehicle, Automotive

The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; Monitor and manage overdrafts and past-due reports, which may include calling the customers; Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; Prepare minimum balance covenant certificates; Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; Review post-closing loan documentation collection and verification to maintain adequate quality controls; Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

Job Title Customer Retention Specialist - ACA Health Insurance (Licensed) We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year. Join a fun, high-energy working environment! You must hold an active Health Insurance License to be considered for this position. Key Responsibilities Policyholder Retention & Support Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention. Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget. Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business. Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice. Enrollment & Renewal Assistance Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods. Verify and update customer information to maintain accurate records (income, household size, contact details, etc.). Help members understand important deadlines and the impact of changes on their coverage and subsidies. Compliance & Documentation Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications. Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system. Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies. Collaboration & Performance Work closely with sales, service, and operations teams to ensure a smooth customer experience. Meet or exceed retention, call quality, and productivity targets. Provide feedback and insights on customer trends, common issues, and opportunities for process improvement. Qualifications Required Active Health Insurance Producer License in [State] (or ability to obtain prior to start date). 1-2+ years of experience in customer service, account management, or retention, preferably in health insurance or financial services. Working knowledge of ACA individual and family plans (on- and off-exchange), or strong willingness to learn quickly. Strong verbal and written communication skills, with a professional and empathetic phone presence. Ability to explain complex information in simple, clear language. Comfortable working with call metrics, KPIs, and performance goals. Proficiency with basic computer applications and CRM or agency management systems. Preferred Prior experience working with ACA enrollments on Healthcare.gov or a state-based marketplace. Experience in a call center or high-volume customer contact environment. Bilingual (e.g., English/Spanish) a strong plus. Core Competencies Customer Focus: Genuinely cares about helping people maintain appropriate coverage. Persuasion & Retention Skills: Able to address concerns, handle objections, and present alternatives that keep customers insured. Detail-Oriented: Accurate with data entry, documentation, and compliance steps. Problem-Solving: Quickly identifies issues and offers practical solutions. Resilience: Stays positive and professional when dealing with upset or anxious customers. Team Player: Collaborates well with colleagues and supports team goals. Work Environment & Schedule Monday - Friday 9am - 6pm Full-time position; extended hours and overtime may be required during peak periods such as Open Enrollment. Pay Base of $700 week + commission. $1000+ per week.

Job DescriptionROLE DESCRIPTION: State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team. RESPONSIBILITIES: Greet clients, answer phone calls, respond to emails, and handle client inquiries. Manage schedules, book appointments, and maintain office supplies. Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed. Enter client information into the agency management system and update records as necessary. Handle billing inquiries, process payments, follow up on overdue accounts. Act as a liaison between clients and agents, ensuring clear and effective communication. Assist in organizing marketing events, preparing promotional materials, and managing social media accounts. Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters. BENEFITS: Monthly Bonuses based on performance Opportunity for advancement Paid time off Health Insurance Retirement Plan Training & development QUALIFICATIONS: Must be able to obtain FL 4-40 Customer Representative License Knowledge of Citizens and EasyLink a must. Previous insurance experience preferred (State Farm) Previous administrative or customer service experience, preferably in an insurance or financial services setting. Proficiency in Microsoft Office Suite and familiarity with agency management software. Excellent verbal and written communication skills. Strong organizational skills with the ability to multitask and prioritize tasks effectively. Friendly and professional demeanor with a strong focus on customer satisfaction. High level of accuracy in data entry and document preparation. Ability to work independently, handle client issues, and find effective resolutions. If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500 . Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. **What you get to do in this role:** + You will Identify areas of risk and takes steps to prevent customer or revenue churn + You will be responsible for working closely with Sales Teams to define and execute product adoption and customer retention plans + As a Customer Success Executive, you will provide prescriptive guidance on internal project/program governance and help the customer create the appropriate governance models and makes sure that all parties adhere to it. + You will help the customer identify incidents where contractual SLAs were missed and takes necessary action + Improving the overall satisfaction of the customer, as well as the satisfaction of their internal customers, is the key to success in this role. **To be successful in this role you have:** + Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry. + The ideal candidate will have significant experience collaborating with senior IT and business leaders. They must have a track record of successfully demonstrating the ability to translate corporate strategy/objectives with the applied use of ServiceNow technology in the context of the client's environment. + PMP preferred, project management experience required. + A minimum of 10 years in a similar client facing or appropriately relevant role, in operating account or client relationship management + Experience in any of the following critical subject areas, with a demonstrated history delivering consulting services: + IT Strategy and Planning + IT Operations and Management + Human Resources + Security Operations + Customer Service Management + IT Processes + IT Governance + IT Portfolio, Program and Project Management + IT Project Delivery (SDLC) + Experience with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations, and team leadership JV20 **Work Personas** We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here (************************************************************************************************************************************* . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service. **Equal Opportunity Employer** ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. **Accommodations** We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact ***************************** for assistance. **Export Control Regulations** For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.

Job Description Under the direction of the Human Resources Manager, the Team Member Relations Specialist provides expert consultation and professional advice to members of management, assistance to hourly Team Members and is involved in a variety of positive Team Member initiatives. Responsibilities • Maintain a working knowledge of industry best practices and be knowledgeable of changing laws pertaining to Human Resources. • Communicates daily and weekly terminations with appropriate departments and processes in the HRIS system. • Responsible for managing the Team Member Relations inbox for the department. • Conducts Team Member related Tier 1 investigations, especially highly sensitive issues that require confidentiality. • Provides direction, coaching and advisement to Team Members in interpreting and communicating company policies, procedures, and practices as they relate to resolving issues. • Assists in the coordination of Culture Club events and Team Member assistance programs. • Utilize the leave administration platform, UNUM, for tracking and reporting Team Member requests and determinations. • Administer the Exit Interview process, analyze data and generate reports to operators. • Participate on corporate and business task teams as dictated by departmental needs • Maintain a high level of confidentiality. • Champion, within the organization, a commitment to honesty, integrity, and responsible corporate behavior. • Responsible for managing the recognition programs. • Assist Team Member Relations Manager's in various tasks and projects. • Other assignments as directed. Qualifications • Minimum two (2) years of Team Member Relations experience. • Bachelors/associate's degree in HR or related discipline preferred. • Experience in casino and/or hotel environment preferred. ADDITIONAL REQUIREMENTS: • Demonstrate ability to communicate effectively and build strong interpersonal relationships; must be outgoing and approachable. • Proven problem-solving skills with the ability to think creatively and adapt to unique situations - recognizing that no two challenges are exactly alike. • Demonstrated experience in Team Member Relations, including handling employee concerns, conflict resolution, and navigating sensitive workplace issues with professionalism and discretion. • Solid understanding of ADA (American with Disabilities Act) and FMLA (Family and Medical Leave Act) regulations, with practical experience applying these laws in workplace scenarios. • Results-oriented with a commitment to delivering high-quality work in a fast-paced, high-pressure environment that may be demanding for some. • Strong organizational skills with the ability to prioritize tasks and manage multiple assignments under tight deadlines. • Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel.#indeed HRI#zipcorporate#LI-DA