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  • Customer Services Specialist

    Savills North America 4.6company rating

    Customer service associate job in Miami, FL

    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.
    $27k-36k yearly est. 2d ago
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  • Customer Success Lead

    Volante Technologies 4.3company rating

    Customer service associate job in Miami, FL

    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.
    $101k-150k yearly est. 4d ago
  • Bilingual Customer Service Representative

    Insight Global

    Customer service associate job in Deerfield Beach, FL

    Bilingual Customer Service Representative $19-21 Hourly Based On Experience Looking to HIRE RIGHT AWAY!! Must Haves: 2+ Years of Customer Service Experience preferrable within a call center, front desk environment taking high volume of calls Bilingual in English and Spanish Day to Day: This is a huge opportunity to get your foot in the door with a large fortune 500 company. The Bilingual customer service representative will take anywhere from 50-100 calls per day for dealership and warranty calls. Reviewing warranty and insurance plans, etc.
    $19-21 hourly 2d ago
  • Customer Service Agent - Cargo

    Air Canada 3.9company rating

    Customer service associate job in Miami, FL

    Starting Salary: $17.99/hour Branch: Cargo Being part of Air Canada is to become part of an iconic Canadian symbol. Are you passionate about reaching new heights, teamwork and making a meaningful contribution? Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation. It's important to know that Schedules can change quickly: The role requires someone who can adapt to changing schedules and priorities. Being available and responsive when things shift is essential. Teamwork drives success: We work in a collaborative environment. Supporting each other and contributing to a positive team dynamic is a must. Learning never stops: New challenges come up often, and it's important to be open to learning. This includes understanding and complying with TSA regulations and specific customer requirements. Key duties Provide cargo customer service to the public, other airlines, agencies, and internal staff, handling inquiries and processing shipments in accordance with company standards. Receive, deliver, and physically handle cargo, mail, and COMAT using manual methods or equipment such as forklifts; operate company vehicles as required. Compute rates, book shipments, and advise customers on customs and regulatory requirements, including the acceptance and processing of hazardous materials. Manage cash and documentation in line with company procedures; input and track data using the company's automated cargo systems. Investigate shipment issues, complete reports, and compile statistical data to support operational efficiency. Ensure adequate supplies are available and communicate procedural updates to staff as needed. In the absence of leadership, make and document operational decisions to maintain workflow and protect company interests. Qualifications Must possess a valid driver's license; Must have valid passport to travel for training in Canada; Ability to lift seventy (70) lbs unaided; Ability to efficiently use the Company's automated reservations, ticketing and baggage tracing systems post-training; Ability to operate Company vehicles and machinery; Ability to stand or sit for extended periods of time; Ability to use tact, good judgement and initiative; Capable of expressing self in a clear and pleasant manner; Ability to work under pressure with a minimum of supervision; Adhere to Air Canada's uniform guide and grooming standards; Ability to meet Air Canada medical standards through a medical examination; Employment is subject to meeting US Custom & Boarder Protection (USCBP) requirements for obtaining both a Customs Seal and an Airport ID Badge; Employees must adhere to all safety PPE requirements, including wearing safety shoes as per company regulations and using company-provided hearing protection in designated high-noise areas; Demonstrate punctuality and dependability to support overall team success in a fast-paced environment; Candidates must be available for shift work in a 24/7 operational environment, including mornings, evenings, weekends, and statutory holidays; Benefits Financial benefits: Pension program, Employee Share Ownership Program, and Profit Sharing. Wellbeing & health benefits: Health, dental, and life insurance for you and your family (if necessary). Recognition: Air Canada's recognition program (Shine) allows you to recognize and be recognized for those outstanding moments. Travel privileges: A generous employee travel program for you and other eligible once you have completed twenty-eight (28) weeks of service. This includes, but is not limited to standby travel, hotel & car rental discounts, Air Canada Vacation discounts, and more. Conditions of Employment Candidates must be eligible to work in the country of interest, at the time any offer of employment is made and seeking any required work permits/visas or other authorizations which may be required is the sole responsibility of the candidates applying for this position. Linguistic Requirements Based on equal qualifications, preference will be given to bilingual candidates. Diversity and Inclusion Air Canada is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees' unique contributions to our company's success. As an equal opportunity employer, we welcome applications from all to help us build a diverse workforce which reflects the diversity of our customers, and communities, in which we live and serve. Air Canada thanks all candidates for their interest; however only those selected to continue in the process will be contacted.
    $18 hourly 2d ago
  • Customer Service Ambassador

    ABM 4.2company rating

    Customer service associate job in Miami, FL

    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.
    $27k-36k yearly est. 4d ago
  • Senior Customer Service Representative

    Brightway Insurance 4.4company rating

    Customer service associate job in Boca Raton, FL

    The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Provide guidance and support to junior CSRs and team members. Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.
    $33k-38k yearly est. 18h ago
  • Customer Service Associate

    Raising Cane's 4.5company rating

    Customer service associate job in Miami, FL

    Starting hiring pay at: 15 As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In this role, you will be responsible for taking orders in the drive-thru, assembling orders, delivering food to customers, cleaning the dining room, talking to customers, etc. We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in between. Whether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the team. We will make sure you are prepared to grow your Restaurant career with us. Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team! Qualities of awesome Canes Customer Service Associate: Team player Excellent communicator Happy, Courteous and Enthusiastic Hard working and attentive Responsible and dependable Authentic and genuine Takes pride in doing a good job Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection OnePass Gym Membership Program 401(k) With Safe Harbor Employer Match (age 21 & older) Access to financial advisors for budget and retirement planning Crewmember Assistance Program Education assistance Pet Insurance Perks & Rewards for hourly Crew: Paid Time Off Closed for all major holidays Early closure for company events Casual Work Attire Flexible Scheduling Perkspot Employee Discount Program Must satisfy hours requirement per year Locations may vary ESSENTIAL FUNCTIONS OF THE POSITION: The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Lift and carry, push or pull heavy objects up to 50 pounds Kneel, bend, twist or stoop Ascend or descend stairs Reach and grasp objects (including above head and below waistline) Excellent verbal and written communication Ability to show up to scheduled shifts on time Cleaning tables, floors and other areas of the Restaurant Taking orders from Customers and processing payments efficiently Follow proper safety procedures when handling and/or preparing food Ability to multitask ADDITIONAL REQUIREMENTS: Must be 16 years of age or older Provide all Customers with quick and friendly service Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service Work under pressure and at a fast pace Align with Raising Cane's culture by balancing Working Hard and Having Fun Take initiative Comply with Company policies Raising Cane's appreciates & values individuality. EOE
    $15 hourly 18h ago
  • Customer Service Representative

    Tempexperts

    Customer service associate job in Doral, FL

    A growing manufacturing organization is seeking a proactive and detail-oriented Customer Service Representative (CSR) to support a rapidly expanding customer base and internal sales operations. This role plays a key part in the order-to-shipment lifecycle, serving as a central point of contact for customers while ensuring accuracy, efficiency, and exceptional service throughout the order management process. The ideal candidate is highly organized, customer-focused, and experienced in managing orders within an ERP-driven environment. Key Responsibilities Enter and process customer purchase orders accurately within the ERP system Manage order flow from initial entry through shipment and delivery Communicate proactively with customers regarding order status, timelines, and changes Serve as the primary point of contact for customer inquiries, issue resolution, and follow-up Coordinate closely with Sales, Operations, Production, and Logistics teams Monitor backorders, inventory availability, and shipment schedules Maintain accurate and up-to-date customer and order documentation Support credit review and approval processes as needed Required Qualifications 3+ years of customer service, order management, or sales support experience Strong written and verbal communication skills Experience working with ERP systems (preferred) High level of accuracy in data entry and order processing Proficiency in Microsoft Office (Excel, Outlook, Word) Preferred Qualifications Experience in manufacturing, electrical products, construction materials, or industrial environments Bilingual (English/Spanish) is a plus Core Competencies Customer communication and relationship management Problem-solving and issue resolution Time management and prioritization Team collaboration across departments What's Great About Working Here Stable, Growing Organization: Be part of a company experiencing consistent growth and operational expansion Cross-Functional Exposure: Work closely with sales, production, operations, and logistics teams Process-Driven Environment: Structured systems and clear workflows support accuracy and success Customer-Focused Culture: High service standards with a strong emphasis on reliability and responsiveness Long-Term Career Potential: Opportunities to grow within customer service, operations, or sales support functions Team-Oriented Workplace: Collaborative environment where attention to detail and accountability are valued
    $22k-31k yearly est. 3d ago
  • Account Service Representative -Field Sales

    New Health Partners 4.1company rating

    Customer service associate job in Doral, FL

    The Account Service Representative is responsible for delivering exceptional service to brokers, agencies, and employer groups. This role supports the full lifecycle of group accounts-renewals, enrollments, changes, claims support, quoting follow-ups, and carrier communication. The ASR works closely with the sales and operations team to ensure accuracy, timeliness, and high customer satisfaction What you'll be doing: Broker & Agency Support: Serve as the primary point of contact for agencies regarding group insurance questions, documentation, renewals, and service needs. Assist brokers with quoting requests, benefit summaries, enrollment materials, and onboarding documentation. Provide clear guidance on medical, dental, vision, GAP, and ancillary benefits. Group Account Management: Support new group onboarding, including application review, census validation, and carrier submissions. Assist with open enrollment meetings, renewal reviews, and plan comparison tools. Maintain accurate group records, policy details, and service notes. Track renewals, missing documents, billing issues, and enrollment updates. Carrier & Vendor Coordination: Communicate with carriers regarding applications, eligibility, billing discrepancies, and service issues. Facilitate resolution of escalated member and employer concerns. Ensure compliance with carrier guidelines and timelines. Administrative & Operational Tasks: Prepare service emails, renewal notices, spreadsheets, and standardized documents for agencies and employers. Maintain CRM activity logs, follow-up tasks, and documentation. Assist the Group Sales Director in tracking KPI metrics and service SLAs Requirements: Must know all carriers. Traditional group insurance Must have knowledge of working with a census Customer service experience 215 License required Reliable transportation Qualifications: Salesforce knowledge helpful Ichra knowledge helpful Business development experience 5-10 years of experience in health insurance, group benefits, or employee benefits administration (preferred). Knowledge of medical, dental, vision, GAP, and ancillary products. Strong communication skills-professional, clear, and customer focused. Ability to manage multiple priorities with attention to detail and deadlines. Proficient in Microsoft Office (Excel, Word, PowerPoint); CRM experience is a plus. Bilingual (English/Spanish) Salary range: $55-$75k + Commission Schedule: 9-5 with occasional weekend events. Hybrid/remote possible after 90 days. January start date
    $21k-28k yearly est. 2d ago
  • Sales Associate

    Ace Hardware 4.3company rating

    Customer service associate job in Doral, FL

    We are seeking outgoing, friendly, and helpful team members to welcome and assist customers while in the store. Previous hardware experience is a plus but not a requirement as we provide extensive training. At Carter's ACE Hardware, we're independently owned and operated so helping our community is our number one priority. Make an impact in the community by helping your neighbors with their projects while working in a fast-paced and fun environment. Our mission is to go the extra mile for our customers and build a team that has the same attitude! Ace Hardware is an Equal Opportunity Employer and a Drug-Free environment. Ace goes beyond hardware: build a future, a purpose, and a community with us. Work/life balance: This position is with a team that respects your life outside of work. We believe in earning your trust through clear communication. We schedule two weeks in advance, working with you so you can plan. Learn and grow with us: Are you a hardware hero? Bring your knowledge and we'll teach you something new. Have a helpful attitude? We'll train you on hardware know-how that builds life skills. We train you from day one and the opportunities don't stop there. What to expect: You'll work directly with customers welcoming them and helping them find everything necessary to complete their project in one trip. Like working in a fast-paced and fun environment? We are high energy so time will fly. You'll be on your feet for most of your shift (6 to 8 hours). You must lift up to 50 lbs. You'll be given a section and have ownership in the merchandising and maintenance of the store. Pay, Benefits, and Perks: Paid time off Health Insurance or discount card for medical, dental, vision, and prescriptions 401K Employee discounts on product Free uniform shirts, vests, and more Click through and start your journey with us now! Company Introduction We are your local hardware store and we are a part of your community. Ace Hardware has over 5,000 stores around the world with the majority of those stores independently owned and operated by local entrepreneurs. These hard working men and women are part of the fabric of your community. They are small business owners who are local and loyal...just like it ought to be. While others have become large and impersonal, at Ace, we've remained small and very personal. That's why we say a visit to Ace, is like a visit to your neighbor.
    $21k-31k yearly est. 5d ago
  • Client Solution Center Representative - 35721

    Harvard Maintenance, Inc. 4.2company rating

    Customer service associate job in Miami, FL

    Job Site Location US-FL-Miami Job ID 2025-35721 Category Portal Searching Client Solution Center Hire Type Full-Time Life at Harvard Are you ready to be part of something Extraordinary? Look no further than Harvard is the largest family-owned provider of premier commercial janitorial and professional security services in the United States. We believe in the power of our people. Here, every team member is valued, empowered, and trained to contribute their best. We foster an inclusive workplace culture where diversity is celebrated and every voice matters. A day in the life: The Client Solutions Center Representative plays a vital role in our 24/7 Client Solutions Center by managing work order administration and handling inbound calls during the 1st shift. This in-office position is based at our headquarters in Miami, FL, and requires excellent communication skills, strong attention to detail, and the ability to work independently in a fast-paced environment. The representative will service our clients during typical business hours, working Monday through Friday from 10:00 am to 6:00 pm EST. What you'll do as an Exceptional Team Member Call Management: Answer, direct, and relay inbound calls, messages, and email messages promptly and professionally. Provide timely responses to client inquiries and service requests. Work Order Administration: Monitor, create, and dispatch work tickets across multiple software platforms and applications. Accurately enter and update work order information and inspection data in real-time. Ensure timely follow-up and closure of work tickets while maintaining detailed records. Identify recurring issues or workflow bottlenecks and recommend improvements to enhance efficiency and accuracy. Client and Operational Support: Collaborate closely with Operations teams to resolve service concerns and support service excellence. Contribute to the achievement of Key Performance Indicators (KPIs) through proactive communication, issue resolution, and process alignment. Participate in identifying process improvement opportunities, offering recommendations for enhancements to workflows, ticketing practices, or communication protocols. Administrative Duties: Provide essential administrative support, including generating and distributing status reports to track work order progress. Support billing and invoice verification processes to ensure accuracy and timely processing. Review, correct, and verify data entries to maintain data integrity. Flexibility and Availability: Be available for on-demand shift coverage as needed during the week. Adapt to changing priorities and contribute to a collaborative team environment. What you'll need to be an Extraordinary Team Member Communication Skills: Excellent phone etiquette and professional verbal and written communication skills. Strong customer service orientation with a commitment to providing positive client experience. Technical Proficiency: Proficient in Microsoft Excel and other Microsoft Office applications. Ability to quickly learn and navigate multiple software platforms and systems. Attention to Detail & Multitasking: Exceptional attention to detail with the ability to manage multiple tasks simultaneously. Strong organizational skills and the ability to prioritize in a fast-paced environment. Independence & Flexibility: The ability to work independently with minimal supervision while maintaining productivity and quality standards. Willingness to work flexible hours and provide coverage during business-critical times. Preferred Qualifications: Experience in a customer service or call center environment. Familiarity with work order management systems or service dispatch platforms. (3+) years of relevant experience Associate's degree Work Environment: This is an in-office position based at our headquarters in Miami, FL. Must thrive in a dynamic, fast-paced environment while maintaining accuracy and efficiency. The Harvard Promise Join our team and play a critical role in delivering exceptional service and operational excellence in our Client Solutions Center! ******************** Harvard is offering a competitive salary structure including benefit package with medical, dental, life, and long-term disability (LTD) insurance along with 401K Savings Plan. An Equal Opportunity Employer --- M/F/D/V
    $33k-59k yearly est. 1d ago
  • Sponsor Bank Strategy and Sales Enablement Associate, New College Grad - 2026

    Visa 4.5company rating

    Customer service associate job in Miami, FL

    Visa is a world leader in payments and technology, with over 276 billion payments transactions between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description TheSponsor Bank Strategy &Sales EnablementAssociatewillsupport aclientsegment thatis critical to Visa's growthand innovation roadmap.The position willbe responsible forexecutingcross-functional,strategic initiativesthat will deliver meaningful value toclients, and will also lead internal efforts toimprove operational excellence for the segment. Visa is committed to fostering growth and development, and we encourage you to find a role that aligns with both your personal passions and professional aspirations. You will have the opportunity to take on new responsibilities,acquirenew skills, and exploredifferent partsof Visa'sbusiness, as this is a segment that touches all aspects of Visa's strategy across Consumer Payments, Commercial & Money Movement Solutions, and Value-Added Services. Some job duties and projects could include: Participate in cross-functional projects to refine existing strategies to drive growth for Visa'sSponsorBank partners Collaborate with internal andexternalstakeholders toidentifyclient pain points andassistin launching new productsandservices Createframeworks and processes to improve 'specialized sales' for Sponsorship in collaboration withother North AmericaSales teams Support the alignment and implementation of strategies and operating models for the Sponsor Bank segment Serve as the sales operations and sales excellence champion for the Sponsor Bank team by leadingthe process of tracking and measuringsales objectivesto improve collaboration, pipeline management, goal setting, and recognition Monitor market trends, activities, and competitor actions todeliver thought leadership andsupport the development of strategies and plans for clients Upskill and educate internal teams on the Sponsor Bank segment toensure continued improvement of the internal operating model Serve as AI champion across the team Qualifications Basic Qualifications Bachelor's or Master'sdegreein Business Administration, Marketing, Finance,Economicsor related fieldgraduating May 2025 - August 2026. Preferred Qualifications Strong communications skills, specifically,clearand concise written and spoken communications, and communications thatdemonstrateprofessional judgment Proficient in Microsoft PowerPoint,Wordand Excel Basic knowledge of payment products Proactive, self-starter, and strategic thinker with strong analytical skills Excellent problem-solving skills Strong interpersonal skills and the ability to work well with a wide range of stakeholders Client-focused, with a passion for solving client issues and tackling opportunities Demonstrated ability to lead and navigate through ambiguity Curious mindset and a hands-on approach to all activities, with real passion for the payments industry Additional Information U.S. APPLICANTS ONLY: The estimated salary for a new hire into this position is$72,000USD whichmay include potential sales incentive payments (if applicable).Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible forbonusand equity.Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered. Work Hours:Varies upon the needs of the department This is a hybrid position.Expectationof days inofficewill be confirmed by your hiring manager. Travel Requirements:This position requires travel5-10% of the time. Mental/Physical Requirements:This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone,frequentlyoperatestandard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will alsoconsider foremploymentqualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
    $72k yearly 2d ago
  • Customer Retention Specialist - ACA Health Insurance (Licensed)

    Better Health Plans

    Customer service associate job in Deerfield Beach, FL

    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.
    $700 weekly Auto-Apply 52d ago
  • Customer Liaison/Appointment Setters

    Prosolar Companies

    Customer service associate job in Fort Lauderdale, FL

    Customer Liaison\/Appointment Setters We are actively looking to fill an Appointment Setter position with someone who is wanting to master the first part of the sales process, while having opportunities to advance within our company quickly, and in this 2nd fastest growing industry in the United States. Highly driven individuals who have a constant desire for personal and income growth are incredible fits for this position. MUST HAVE: Go\-Getter Mentality Excellent Attendance Positive Attitude Self\-Motivated Appointment Setter Responsibilities: Generate leads and schedule appointments for product presentations and pitches. Arrange and coordinate meetings between prospective clients and sales reps. Attend sales team meetings and training sessions as directed by management. Scan the social media platforms for new leads. Facebook, Instagram, Emails Accurately document all communication in CRM Follow up with leads converting them to Appointments Other tasks as assigned Track and record homeowner information Incentives Competitive comp plan including incentives and bonuses. Professional work environment and positive company culture. Career growth, leadership, and advancement opportunities. Free training, extensive support, and mentorship programs. Pay: $700.00 \- $1,500.00 per week Schedule: Monday to Sunday AM\/PM shifts Available Job Type: Full\-time Bilingual Preferred Requirements Appointment Setter Requirements: Experience as an Appointment Setter, Sales Representative, or similar is an advantage. Superior customer service, management, and multitasking skills. Computer savvy and capable of learning other computer applications. Exceptional verbal and written communication skills. Attention to Detail Problem Solving Skill Set Benefits Benefits: Dental insurance Health insurance Paid time off Vision insurance Paid Federal Holidays "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"695094439","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Energy and Utilities"},{"field Label":"Salary","uitype":1,"value":"$700.00 \- $1,500.00 per week"},{"field Label":"City","uitype":1,"value":"Ft. Lauderdale"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33311"}],"header Name":"Customer Liaison\/Appointment Setters","widget Id":"5**********0072311","is JobBoard":"false","user Id":"5**********0611003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"5**********5303009","FontSize":"15","location":"Ft. Lauderdale","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"6axsz9c0875dc492b4426b3232ca0b5a907de"}
    $1.5k weekly 60d+ ago
  • Customer Retention/Billing Specialist

    Bob Wylin-State Farm Agency

    Customer service associate job in Boca Raton, FL

    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.
    $26k-34k yearly est. 25d ago
  • Reservations Agent

    The Standard Hotels

    Customer service associate job in Miami, FL

    The Role The Reservations Agent is the first connection to our guests' stay, the voice on the line and the calm behind the chaos. This role is all about precision, communication, and connection. You'll handle reservations for the hotel and spa via phone, email, and online systems while keeping an eye on maximizing occupancy and revenue. You'll also support our PBX and Front Desk teams, ensuring that every guest feels informed, cared for, and excited to experience The Standard way of life. What You'll Do * Handle hotel and spa bookings via phone, email, GDS, and online channels with accuracy and warmth. * Answer calls with professionalism, charm, and efficiency, routing, transferring, and taking messages as needed. * Maintain clear communication with all departments about arrivals, departures, groups, and special requests. * Stay up to date on all property details, from room types to restaurant hours, menus, spa offerings, and special events, to confidently inform and upsell guests. * Build strong relationships with travel professionals and returning guests to promote loyalty and trust. * Support and promote all company programs, policies, and procedures, responding effectively in emergencies or unusual situations. * Maintain the highest standards of service, accuracy, and cleanliness within the Reservations Office. * Represent The Standard with a polished, professional appearance and positive, team-oriented attitude. What You Bring * Previous experience in hotel reservations, front office, or a related hospitality role preferred. * Above-average communication and guest service skills, both verbal and written. * Fluent in English (additional languages are a plus). * Strong organizational skills and the ability to multitask in a fast-paced environment. * Familiarity with hotel reservation systems (Opera PMS experience is a plus). * Comfortable working independently and collaboratively within a team. * Availability to work a flexible schedule, including weekends and holidays. Physical Requirements * Ability to sit or stand for extended periods (up to 8 hours). * Frequent use of computer, keyboard, and telephone systems. * Occasional walking, bending, or lifting of office materials up to 15 lbs. * Clear speech and hearing required for phone and in-person communication. * Visual acuity to read computer screens, correspondence, and reports. Why You'll Love Working at The Standard Live the lifestyle you help create. * Restaurant Discounts * Spa Discounts * Boutique Discounts * Enjoy access to our spa / gym facilities and up to 3 fitness classes per week, * Designated employee pool days during the summer * Paid Time Off & Holidays * Medical, dental, and vision coverage, plus short-term and long-term disability, life insurance, * 401(k) Retirement Plan A Culture That Feels Like Home Work where hospitality, creativity, and community come together… Every day.
    $24k-32k yearly est. 7d ago
  • Corporate Reservationist- RDG

    Riviera Dining Group Inc.

    Customer service associate job in Miami, FL

    At RDG, we are a collective of individuals dedicated to excellence and the art of sensory engagement. We embrace the rhythms of life and are motivated by the thrill of adventure. Our core principles focus on providing customers with immersive experiences, organic design, and a refined culinary journey. DREAM IT MILA has exceeded expectations in its initial two years, achieving remarkable success despite pandemic-related challenges and securing the #5 spot in The Restaurant Business Top 100 ranking. Building on this success, RDG has expanded into new concepts, including AVA MediterrAegean in Winter Park, Florida, CASA NEOS on the Miami River, Claudie (opened Feb 2025), and MM, a Membership Community. Upcoming projects include AVA's second location in Coconut Grove and Casa Neos Lounge (Fall 2025), Noora and HONŌ Japanese Steakhouse (Spring 2026). BUILD IT RDG's distinguished brand portfolio and exclusive membership program aim to create a network of venues and experiences that offer a unique lifestyle to guests and members in Florida. Our goal is to establish RDG as a leader in the luxury restaurant industry in the United States. GROW IT RDG has demonstrated rapid growth and is poised for significant economic expansion globally. We are actively exploring national markets such as New York City, Los Angeles, and Las Vegas, and international markets including Paris, London, Dubai, and Mexico City for potential expansion opportunities. Summary : As reservation agent you will be managing incoming reservation requests, maintaining an organized reservation system, and provides excellent customer service to guests. Responsibilities include handling inquiries, seating assignments, and coordinating with restaurant staff to optimize guest flow. Strong communication, organizational skills, and previous customer service experience are required. RESPONSIBILITIES: Manage incoming reservation requests via phone, email, and online booking platforms. Maintain an organized reservation system and ensure accurate recording of all bookings. Provide excellent customer service by assisting guests with inquiries, special requests, and seating preferences. Coordinate with the restaurant staff to optimize table assignments and ensure efficient seating arrangements. Handle reservation cancellations and modifications promptly and professionally. Uphold restaurant policies and procedures regarding reservations and seating arrangements. Requirements/Qualifications : Previous experience in a customer service role, preferably in a restaurant or hospitality setting. Strong communication and interpersonal skills. Excellent organizational abilities and attention to detail. Ability to multitask and work efficiently in a fast-paced environment. Familiarity with reservation management software is a plus. Flexibility to work varying shifts, including evenings, weekends, and holidays, as needed. Other Skills and Knowledge: Strong attention to detail and accuracy in processing reservations. Collaborative to share an environment with opportunities for interaction with coworkers and supervisors. Physical Demands And Work Environment : General office assignments-(typing), which lends itself to repetitive motion. Sitting in a stationary position for several hours within the day. Using hands and fingers for typing, clicking, and navigating reservation systems and software. Lifting or carrying lightweight office materials or equipment as needed.
    $24k-32k yearly est. Auto-Apply 13d ago
  • Client Specialist III

    Amerant Bancorp Inc.

    Customer service associate job in Coral Gables, 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. 53d ago
  • Client Specialist III

    Amerantbank

    Customer service associate job in Coral Gables, 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. Auto-Apply 60d+ ago
  • Private Client Specialist

    First Horizon Corp 3.9company rating

    Customer service associate job in Miami Beach, FL

    Location: On site at location listed in job posting. Summary Provide assistance to the Private Banking Relationship Managers. Responsibilities: * Review and Fund Loans * Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues * Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. * Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services * Authorize payment and fees of private wealth client overdrafts * Approve and process private wealth clients' withdrawals on lines of credit * Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC * Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision * Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents * Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision * Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients * Open new accounts and ensure all required documentation is obtained from the client * Process wire requests for clients. * Assist other AAs and other departments with administrative support when needed * Performs all other duties as assigned Requirements: * High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience * Working knowledge of MS Office Suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $29k-33k yearly est. 12d ago

Learn more about customer service associate jobs

How much does a customer service associate earn in Margate, FL?

The average customer service associate in Margate, FL earns between $20,000 and $38,000 annually. This compares to the national average customer service associate range of $24,000 to $40,000.

Average customer service associate salary in Margate, FL

$27,000

What are the biggest employers of Customer Service Associates in Margate, FL?

The biggest employers of Customer Service Associates in Margate, FL are:
  1. Dollar Tree
  2. Family Dollar
  3. Walgreens
  4. The Hertz Corporation
  5. Wawa
  6. Southeastern Grocers
  7. Segrocers
  8. PTL Events
  9. PGA TOUR Superstore
  10. HomeGoods
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