Customer service associate jobs in Florida - 16,678 jobs
Customs Specialist
AA Metals 3.9
Customer service associate job in Orlando, FL
AA Metals, Inc. is one of the largest and fastest growing distributors of quality aluminum and stainless products with four operational centers globally. We source from mills around the world and stock metals in our strategically located warehouses in North America. We have twice been recognized by Inc. Magazine as one of the fastest growing U.S. companies. With a strong focus on excellence, innovation, and customer satisfaction, we are dedicated to sourcing and delivering metal solutions that meet the diverse needs of our clients.
Customs Specialist Job Summary:
The ideal candidate will play a pivotal role in the customs clearance of our imports worldwide, ensuring a seamless and efficient supply chain.
Customs Specialist Job Duties/Responsibilities:
Ensure compliance with all customs regulations, laws, and procedures related to the import and export of metals.
Stay updated on changes in customs regulations and communicate updates to relevant stakeholders.
Prepare and review shipping documents, including customs declarations, invoices, and other required paperwork.
Maintain accurate and organized records of all import and export transactions.
Classify products according to harmonized tariff schedules and determine appropriate duty rates.
Provide guidance on tariff classifications for new products and changes in regulations.
Collaborate with internal teams, freight forwarders, and customs brokers to ensure smooth customs clearance.
Communicate effectively with customs authorities and resolve any issues or discrepancies in a timely manner.
Identify and mitigate potential risks related to customs compliance and trade regulations.
Implement and maintain effective internal controls to ensure compliance.
Customs Specialist Qualifications:
Bachelor's degree in International Business, Supply Chain Management, or a related field.
Excellent communication and interpersonal skills.
Detail-oriented with strong analytical and problem-solving abilities.
Excellent interpersonal abilities, including the ability to model professional interactions.
Proficient in Microsoft Office Suite and other relevant software.
Strong problem-solving skills and attention to detail.
Ability to work independently, prioritizing deadlines.
Exceptional organizational skills with a keen attention to detail.
Dedication to professionalism and maintaining positive relationships.
Ability to adapt to changing priorities and handle a fast-paced environment with poise.
Note: This job description is intended to provide a general overview of the position and should not be interpreted as a comprehensive list of all responsibilities, duties, and skills required. Additional tasks may be assigned based on business needs.
$29k-48k yearly est. 8d ago
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Customer Success Specialist
Align Strategic
Customer service associate job in Orlando, FL
AlignStrategic.com, a leader in lower-mid-market business growth products and solutions in North America, is looking for a customer success specialist. You'll be part of a distributed team working with customers on a suite of products that help our business owner clients and their teams grow and operate their businesses more profitably and easily.
You will actively manage a group of customers on their journey from implementation onward and support the sales team's efforts to win new and renewal customers.
AlignStrategic.com's Customer Success Specialists wield proven technical expertise, building deep relationships and translating significant, complicated customer needs into straightforward, measurable solutions.
In this role, you should expect these responsibilities to be part of your day-to-day schedule:
Drive expansion and adoption of our software and services.
Manage the onboarding process for each new customer from technical evaluation onward.
Assist the sales team in driving and managing new and renewal business.
Provide critical insights to the product team as a means to improve our offerings.
Maintain customer health and introduce new, valuable features as they become relevant on the customer journey.
Educate champions and their teams on the value of our products, and help uncover use cases before they become emergencies.
Build relationships with executive decision-makers.
Generate trust and credibility at multiple levels in existing accounts after purchase and through the sales cycle.
Guide new customers through a systematic onboarding process to facilitate making decisions around their needs and goals.
Contribute to initiatives outside of customer conversations that better the customer experience, both low-touch and high-touch.
Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing.
Our ideal Customer Success Specialist must possess:
Minimum 3 years in sales/customer experience management.
Scrappy mentality - we wear many hats and are willing to get our hands dirty.
Technical curiosity or experience - we're a specialized product for technical teams.
Proven ability to educate executive decision-makers, building and maintaining relationships with them.
Proven track record of expansion and product adoption within your book of business.
Excellent creative and critical thinking skills - we have to be preemptive.
Strong communication and presentation skills-Much of our day-to-day work involves selling and presenting solutions to customers.
Adaptable nature and the willingness and ability to shift strategies on a dime to meet the needs of our customers.
Proven ability to manage multiple complex customer journeys at once.
Nice to haves:
Lead generation knowledge and experience.
Experience managing accounts for a product that solves complex problems across several business units.
Experience working with SaaS products.
Enterprise account management experience.
You must be a highly motivated self-starter, a goal-oriented high performer, and work well without supervision and as part of a team.
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$27k-54k yearly est. 3d ago
Front Desk/Customer Service
Arch Amenities Group
Customer service associate job in Tampa, FL
Ensures the "Arch Amenities Group Experience" for members and guests by maintaining the standards set in Arch Amenities Group Basics to Excellence (BTE), Arch Amenities Group Mission Statement/ Values; Standards and Expectations, and Arch Amenities G CustomerService, Front Desk, Reservations, Retail, Instructor, Facility
$23k-34k yearly est. 3d ago
English/Spanish Customer Service
5Th HQ
Customer service associate job in Hollywood, FL
We are seeking a dedicated and customer-focused CustomerService Representative (CSR) to join our team in Pembroke Park, FL. As a CSR, you will play a vital role in providing exceptional service to our customers while managing inquiries, resolving issues, and supporting our daily operations.
Key Responsibilities:
Answer inbound calls and respond to customer inquiries in a professional and friendly manner.
Resolve customer complaints, issues, and inquiries promptly, ensuring customer satisfaction.
Process customer orders, returns, and exchanges efficiently and accurately.
Maintain a thorough understanding of products and services to provide accurate information to customers.
Update and maintain customer records in the system.
Collaborate with team members to improve service processes and meet customer needs.
Handle email and online inquiries as needed.
Provide follow-up with customers to ensure their issues have been resolved to their satisfaction.
Assist with administrative tasks such as filing, data entry, and report generation.
Qualifications:
High school diploma or equivalent required.
Previous customerservice experience preferred.
Strong verbal and written communication skills.
Ability to multitask, prioritize, and stay organized in a fast-paced environment.
Excellent problem-solving skills and attention to detail.
Proficiency in Microsoft Office and basic computer skills.
Must be Bilingual (English/Spanish).
Benefits:
Competitive pay up to $18 per hour.
Monday - Friday schedule with weekends off.
A positive and supportive work environment.
Opportunities for growth within the company.
$18 hourly 3d ago
Client Associate
Amerant
Customer service associate job in Miami, FL
The Client ServicesAssociate is responsible for providing customerservice 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 customerservice 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.
Customerservice 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
$35k-65k yearly est. 3d ago
Client Associate
Amerant Bancorp Inc.
Customer service associate job in Miami, FL
The Client ServicesAssociate is responsible for providing customerservice 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 customerservice 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.
Customerservice 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
$35k-65k yearly est. 3d ago
Service - Customer Experience Specialist
Acmgmt LLC
Customer service associate job in Lake Worth, FL
Full Job Description: Wayne Akers Ford is seeking a CustomerService 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 customerservice 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 CustomerService 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.
$26k-34k yearly est. 3d ago
Customer Service Representative - State Farm Agent Team Member
Amanda Chase Koenig-State Farm Agent
Customer service associate job in Winter Park, FL
Benefits:
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Winter Park, FL | Full-Time | In-Office
Join a top nationally ranked insurance agency and build your career alongside one of the best in the business. Our high-performing Winter Park office is looking for a CustomerService Representative who's ready to deliver elite service, learn from the best, and grow fast in the insurance industry.
What You'll Do
Advise existing clients on coverage gaps and recommend smart solutions.
Review and update policies during renewals or life changes.
Handle policy changes, billing questions, and everyday service needs.
Build strong, long-term client relationships in the Winter Park community.
What We're Looking For
Florida 4-40 or 2-20 license (or ability to obtain quickly).
Strong communicator with a service-first mindset.
Highly motivated, organized, and ready to excel in a fast-paced, top-tier office.
Bilingual English/Spanish preferred.
What You'll Get
Competitive base pay + uncapped commission on additional coverage.
Bonuses tied to personal and team success in a high-performance environment.
Paid time off, licensing support, and continuing education.
401 (k) with match
Health Insurance
Stipend for Disability Insurance
Direct mentorship from a nationally recognized agent and real growth opportunities.
Schedule: Monday-Friday, business hours.
$24k-32k yearly est. 3d ago
Customer Service Representative - State Farm Agent Team Member
Brandon Quarterman-State Farm Agent
Customer service associate job in Winter Park, FL
Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Paid time off
Training & development
Vision insurance
Position Overview:
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401k
Hourly pay plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. 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.
$24k-32k yearly est. 3d ago
Client Relationship Specialist
Brightway 4.4
Customer service associate job in Jacksonville, FL
About Brightway Established in 2008 Brightway is proud to be one of the fastest growing insurance agency systems in the United States With over 350 franchises spanning 35 states and an impressive 13 billion in annual premiums we rank among the nations largest privately owned property and casualty insurance distribution companies We support our agency owners with comprehensive back office services marketing resources and continuous learning and development We are embarking on the next stage of our customer centric growth driven by innovation from our talented associates and the application of cutting edge technologies This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture As a Brightway team member youll engage in exciting projects that are reshaping the industry working alongside a dedicated team committed to delivering exceptional customerservice and safeguarding our clients most valuable assets Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customerservice and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customerservice mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customerservice or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Jacksonville Florida Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration Our goal is to provide a work environment that is free from discrimination and harassment where everyone has an equal opportunity to succeed and grow
$34k-55k yearly est. 3d ago
Customer Service Representative
American Health Associates 4.0
Customer service associate job in Bradenton, FL
AMERICAN HEALTH ASSOCIATES, INC. is a premier clinical laboratory servicing over 4000 long-term care facilities. AHA is the fastest growing independent laboratory in the nation. By investing in technology and a skilled work force, we can offer a superior program focused on serving the long-term care industry.
THE ROLE: CustomerService Representative
RESPONSIBILITIES:
Provide exceptional customerservice to nursing home staff, physician office staff, and patients always via phone;
Enter data into a specialized computer system;
Dispatch AHA's Mobile Phlebotomists and Couriers;
Track specimen collection and reporting;
Trouble shoot missing, incomplete, and incorrect orders;
Must have the ability to interact effectively and professionally with clients and coworkers always;
Exceptional CustomerService skills, a must.
Requirements
QUALIFICATIONS:
High School diploma
1-year of customerservice experience in healthcare, preferred.
Detail oriented with ability to multi-task daily.
Knowledge of lab test orders; solid understanding of the importance of critical results.
Excellent customerservice and telephone etiquette skills required.
Effective verbal and written communications, especially listening skills.
10-Key & Alpha Numeric Data Entry, 40 WPM speed and accuracy.
Advanced computer skills.
Ability to work independently, set priorities, and manage time effectively in a fast-paced work environment.
Ensure patient privacy, confidentiality, and HIPAA are upheld always.
"Team Player" mindset a must!
AHA IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER!
$22k-29k yearly est. 3d ago
Advisor Development Program Client Associate
Bank of America 4.7
Customer service associate job in Sarasota, FL
Sarasota, Florida
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**Advisor Development Program Client Associate**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
**Job Description:**
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
**The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:**
+ Developing a book of business in order to meet and exceed established performance hurdles
+ Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
+ Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
+ Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
+ Organizing and managing resources (time, people, budget) to run a productive practice
+ Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
+ Completing mandated training, assessments, performance goals and continuing education requirements
**We'll help you**
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions.
+ **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Displays confidence working as a self-starter in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven growth mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Exceptional interpersonal and relationship building skills
+ Effective communication skills (written and verbal)
+ Proven ability to quickly build trust and credibility
+ Proven ability to assess needs of and recommend appropriatesolutions
+ Proven ability to work both collaboratively on a team with key partners and independently
+ Proven ability to listen and probe for clarity and understanding
+ Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
+ Strong follow-through skills
+ Computer/technical literacy and proficiency in applications such as Microsoft Suite
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of work experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
**Job Responsibilities:**
+ Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
**Skills** **:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Trade Operations Management
+ Administrative Services
+ Client Investments Management
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$37k-47k yearly est. 3d ago
CS - Customer Service Representative (ORL)
Atlantic Aviation FBO, Inc.
Customer service associate job in Orlando, FL
We are seeking self-motivated, safe, positive, enthusiastic, goal oriented individuals for immediate openings as a CustomerService Representative (CSR) at ORL. Corporate aviation continues to be a viable means of travel for many who do not like the CustomerService Representative, CustomerService, Representative, Retail, Airline, Aviation
$24k-32k yearly est. 2d ago
Customer Service Representative
Alphabe Insight Inc.
Customer service associate job in Tampa, FL
About Us At Entertainment Travel Associates, we specialize in providing exceptional travel experiences tailored to our clients' unique needs. Based in Tampa, FL, our team is dedicated to delivering seamless service, unforgettable journeys, and a commitment to excellence in the travel and entertainment industry. Join us and become part of a growing company where professionalism meets passion.
Job Description
Introduction:
Be the friendly face that creates positive experiences. As a CustomerService Representative, you'll help ensure customers feel welcomed, supported, and valued.
Responsibilities:
Interact with customers in a professional and friendly manner.
Provide clear information and assistance during interactions.
Maintain high standards of customer experience.
Support team objectives through collaboration.
Help resolve general inquiries with patience and care.
What We Offer:
Full training and ongoing coaching.
Advancement opportunities.
Performance incentives and recognition.
A supportive and energetic team culture.
Apply today and build valuable customer experience skills!
Qualifications
Service-oriented and approachable.
Strong communication skills.
Reliable and motivated.
Comfortable in people-facing environments.
Additional Information
Competitive salary
Growth opportunities within the company
Skill development and hands-on training
Supportive and professional work environment
Consistent schedule and stable full-time position
$24k-32k yearly est. 3d ago
Sales Enrollment Representative
3M Expansions 4.6
Customer service associate job in Sarasota, FL
As a Sales Enrollment Representative, you will play a key role in helping individuals access essential telecommunications services through compelling, relationship-focused sales campaigns. This entry-level position offers comprehensive training, empowering you to build your skills while connecting people to custom telecommunications solutions that enhance their lives!
Due to increased demand from our telecommunications client partner, we are in need of a Sales Enrollment Representative with an unrelenting work ethic, tenacious attitude, and a reputation as a dependable team player. The Sales Enrollment Representative will play a key role in acquiring new customers through the execution of residential sales campaigns. Their primary responsibility is to guide prospective customers through the sales process and help them enroll in internet, TV, and phone plans.
Sales Enrollment Representative Responsibilities:
Interact with customers directly through residential sales campaigns in an effort to drive and achieve new customer acquisition targets
Establish genuine relationships with customers, identify their pain points and needs, and clearly explain the value and benefits of telecommunications products and services
Close sales and facilitate the enrollment process by completing orders using CRM software, and ensure all necessary information is collected for successful account set up
Promote and upsell services to meet customer needs and achieve sales growth
Track sales metrics and report directly to Senior Managers regularly to ensure personal success
Keep up-to-date with changes in pricing, product offerings, and company policies.
Professionally represent the company at all times.
Benefits of Being a Sales Enrollment Representative:
Competitive compensation package with industry-leading commission incentives
Help connect people to the newest & top telecommunication products and services
Learn valuable techniques in sales, customerservice, and program enrollment
Work in diverse settings, meeting with various consumers directly
Collaborate with the Sales Enrollment Representative team to achieve company-wide goals while also progressing your career
What We Look For Sales Enrollment Representative:
Previous experience as a Sales Enrollment Representative, customerservice, or marketing is preferred but not required
Excellent communication and interpersonal skills
A goal-driven mindset with long-term aspirations
Ability to thrive in a fast-paced, collaborative environment
Basic understanding of technology & devices
Flexibility to work weekends, evenings, or events as needed
This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role.
Take the first step toward a fulfilling career as a Sales Enrollment Representative. Join us to build your foundation in sales and customerservice while improving communities and achieving your personal and professional goals. Join us today!
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$29k-35k yearly est. 3d ago
Front Desk/Customer Service
Arch Amenities Group
Customer service associate job in Tampa, FL
Arch Amenities Group, the world's leading spa, fitness and leisure firm, is seeking a Front Desk Associate. This position will be located at The Epicurean Hotel at the prestigious Spa Evangeline. The Front Desk Associate is responsible for greeting guests and members and must be well versed in the facility and the different services and amenities offered. The Front Desk Associate is able to quickly develop strong relationships and trust, warmly welcome new clients, and answer inquiries. Additionally, the Front Desk Associate may need to process transactions, handle money, and contribute to facility cleanliness.
Responsibilities:
Ensures the "Arch Amenities Group Experience" for members and guests by maintaining the standards set in Arch Amenities Group Basics to Excellence (BTE), Arch Amenities Group Mission Statement/Values; Standards and Expectations, and Arch Amenities Group Brand Standards.
Adheres to policies of the facility and Arch Amenities Group.
Reports any incident or accident to the Facility Manager.
Submits all paperwork and financial reporting, when applicable, in accordance with Arch Amenities Group policy.
Develops and maintains accurate department maintenance procedures and checklists through routine preventative maintenance and repair.
Maintains a monthly inventory of supplies and or products, when applicable.
Becomes knowledgeable about the facility and its amenities in order to effectively communicate with members and/or guests.
Helps ensure facility is only accessed by actual members and/or guests, and that it is safe and secure at all times.
Greets each and every guest with a smile and direct eye contact.
Goes the extra mile for members and guests by offering to make reservations, find directions, look up phone numbers, etc.
Uses time efficiently throughout shift by checking equipment, locker rooms, inventory, etc. Ensures proper coverage when it's necessary to leave the area.
Keeps area clear of clutter and personal effects.
Informs co-worker(s) of pertinent information at the end of the shift. Maintains and updates staff communication book.
Informs facility manager of any member, guest, or facility issues.
Enrolls members and guests in programs. Makes reservations for spa services and personal training, when applicable.
Receives payments for goods and services and properly accounts for the money. Reconciles daily sales, deposits, and receipts, when applicable.
Assists staff with lifting and storing facility equipment, furniture, and products to help maintain facility and prepare for special events.
Additional duties as assigned.
Qualifications:
High School diploma but college degree preferred.
Customerservice experience
Previous experience handling money
Excellent communication, customerservice skills, and work ethic
Efficient, well organized, and able to handle a variety of duties simultaneously
Professional manner, discretion, and appearance
Excellent verbal and written skills
Energetic, enthusiastic and motivational
Strong team player
Proficient in appropriate computer skills and office equipment
Ability to lift 25 lbs.
Availability to work nights, weekends and holidays
Availability to stand for long periods of time
This position required the ability to stand, stoop, kneel, crouch, bend, walk, and talk
The employee is regularly required to use hands to finger, handle, feel or operate objects, tools, or controls; and reach with hands and arms
Arch Amenities Group is an equal employment opportunity employer that is committed to having a diverse work force.
$23k-34k yearly est. 3d ago
Customer Service/Admin
5Th HQ
Customer service associate job in Pompano Beach, FL
5th HQ -
We are seeking a versatile and dedicated Admin/CustomerService Specialist for our of our clients in Pompano Beach. The ideal candidate will be adaptable, capable of managing multiple roles, and comfortable handling a variety of tasks as required.
Key Responsibilities:
Respond to Amazon customerservice messages promptly and professionally.
Process customer refunds efficiently.
Learn and manage the process of customer returns.
Run daily reports and follow up on any action items.
Review invoices and potentially learn to process deposits.
Assist with various tasks as needed, demonstrating flexibility and a willingness to adapt to new challenges.
Perform general office duties, such as managing phone calls, emails, and correspondence.
Organize and schedule appointments, meetings, and conferences.
Maintain and update office records, databases, and filing systems.
Prepare reports, presentations, and documents as needed.
Skills/Qualifications:
High school diploma or equivalent; further education or certifications in administration or customerservice is a plus.
Previous experience in a customerservice or administrative role is preferred.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Strong communication skills, both written and verbal.
Bilingual English/Spanish is a plus.
Excellent organizational skills and attention to detail.
Ability to multitask and manage time effectively.
Positive attitude and a proactive approach to problem-solving.
Willingness to learn new skills and take on different tasks as required.
$27k-36k yearly est. 3d ago
Client Specialist III
Amerant
Customer service associate job in Miami, FL
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
$27k-50k yearly est. 3d ago
Client Specialist III
Amerant Bancorp Inc.
Customer service associate job in Miami, FL
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
$27k-50k yearly est. 3d ago
Client Relationship Specialist
Brightway 4.4
Customer service associate job in Jacksonville, FL
About Brightway Established in 2008 Brightway has grown to become one of the largest privately owned propertycasualty insurance distribution companies in the US with more than 350 agencies in 38 states and more than 14 billion in annual premiums Brightway is a purpose and core value driven organization We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customerservice and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license within 60 days of employment Strong customerservice mindset with a passion for delivering exceptional experiences Ability to learn and effectively use Brightway systems CRM tools and insurance platforms High level of accuracy attention to detail and ability to multitask in a fast paced environment Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers Analytical problem solving skills with the ability to assess customer needs and present logical solutions Demonstrated ability to work both independently and as part of a team contributing to shared goals Tech savvy with a willingness to adopt and leverage new tools and processes Education and Experience This position requires a bachelors degree and 2 4 years experience in a customerservice or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Jacksonville Florida Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve