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Customer service associate jobs in Riverview, FL - 3,269 jobs

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  • Customer Support Specialist

    Alphabe Insight Inc.

    Customer service associate job in Tampa, FL

    About Us Captura Hall is a forward-thinking organization dedicated to delivering exceptional communication, branding, and client-focused solutions. We combine creativity with strategic insight to help our partners communicate with clarity, purpose, and impact. Our team thrives on innovation, precision, and a commitment to excellence-ensuring every project reflects the highest professional standards. Job Description We are seeking a dedicated Customer Support Specialist to join our dynamic team in Tampa, FL. This role is ideal for individuals who are detail-oriented, highly communicative, and passionate about helping clients resolve inquiries with professionalism and accuracy. You will serve as a reliable point of contact, ensuring each interaction reflects Captura Hall's commitment to exceptional service. Responsibilities Provide timely and accurate support to customers through various communication channels Manage, track, and resolve customer inquiries with a solutions-driven approach Maintain organized records of client interactions and follow-up actions Collaborate with internal teams to escalate issues and deliver effective resolutions Ensure all customer communications reflect Captura Hall's standards of quality and professionalism Identify opportunities to improve processes and enhance the customer experience Qualifications Qualifications Strong communication and interpersonal skills Exceptional organizational and multitasking abilities Ability to problem-solve and remain composed under pressure High level of professionalism, integrity, and customer service mindset Ability to work independently and collaborate with a team Proficiency in basic computer systems and office tools Additional Information Benefits Competitive annual salary of $57,000 - $61,000 Opportunities for professional growth and internal development Supportive team environment and structured onboarding Skill-building and continuous learning opportunities Stable and rewarding full-time position
    $57k-61k yearly 2d ago
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  • 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 Customer Service, Front Desk, Reservations, Retail, Instructor, Facility
    $23k-34k yearly est. 2d ago
  • Customer Relations Representative - State Farm Agent Team Member

    Brant Blessing-State Farm Agent

    Customer service associate job in Zephyrhills, FL

    Benefits: Simple IRA Licensing paid by agency Bonus based on performance Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Customer Relations Representative - State Farm Agent Team Member with Brant Blessing - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Manage customer inquiries and resolve issues. Maintain customer records and update information as needed. Assist with customer retention strategies. Coordinate with other departments to ensure customer satisfaction. QUALIFICATIONS: Communication and problem-solving skills. Experience in customer service preferred. Ability to handle high-stress situations calmly. Bilingual a plus.
    $28k-38k yearly est. 2d ago
  • Entry-Level Sales Associate

    Beymark

    Customer service associate job in Tampa, FL

    Beymark is a leading provider of strategic sales and customer engagement solutions in the telecommunications industry. Known for our innovation and results-driven approach, we help major brands like AT&T expand their reach, connect meaningfully with customers, and drive consistent growth across regional markets. Our team is committed to delivering tailored sales solutions that address the unique needs of each customer while maintaining the highest standard of professionalism and performance. We are currently seeking an ambitious AT&T Sales Representative to join our expanding team. In this role, you will serve as a brand ambassador for AT&T, one of the most respected names in the tech and communications space. The ideal candidate is self-motivated, goal-oriented, and eager to take ownership of their professional development within a dynamic and fast-paced environment. *Key Responsibilities:* * Represent AT&T's full suite of wireless and communication products to new and existing residential customers with a personalized, consultative approach. * Develop customized presentations, quotes, and sales proposals that clearly articulate value and support customer decision-making. * Foster strong customer relationships that drive long-term satisfaction, retention, and brand loyalty. * Proactively address customer questions and concerns, ensuring an exceptional customer and sales experience at every stage. * Track personal and regional sales performance, using metrics to set goals and exceed revenue expectations. * Deliver market insights and customer feedback to internal teams to support strategic planning and campaign optimization. * Stay informed on industry trends, competitive offerings, and market changes to maintain a sharp edge in the field. *Qualifications:* * High School Diploma or GED is required. * Prior experience in a sales or customer-facing role (1+ years) is preferred. * Excellent communication skills with a natural ability to connect with others. * Highly driven, self-sufficient, and results-focused professional. * Proven success in meeting or surpassing sales goals and performance metrics. * Strong presentation, negotiation, and leadership capabilities. * Must have dependable transportation and be comfortable traveling within the local market area. If you are passionate about sales, thrive in a performance-based culture, and are ready to grow your career with a respected industry leader, we invite you to apply to become our next AT&T Sales Representative at Beymark. This is a full-time, commission-based position with an on-target earnings range of $42,000-$62,000 annually.
    $42k-62k yearly 1d ago
  • Customer Experience Representative

    RFID Hotel

    Customer service associate job in Tampa, FL

    RFID Hotel, a division of Avery Products Corporation is looking for a Customer Experience Representative. You will engage with customers and teammates via phone and email to provide a seamless customer experience throughout the order process, strengthening customer relationships. The ideal candidate should be confident working independently as well as comfortable working with a growing team. WHAT WE OFFER Competitive pay - $20.00 - $22.00/hour based on knowledge, skills and relevant experience + Quarterly Bonus potential Dynamic, energetic work environment with an exceptional talented workforce. Great comprehensive benefits including Medical, Dental, Vision, Short-Term and Long-Term Disability, Company provided & paid life insurance Excellent 401K Retirement Plan with generous company match. Work life balance, 12 company paid holidays, paid vacation and paid sick time WHAT YOU WILL BE DOING Provide professional front-line email and phone communication to customers for service-related inquiries and complaints Data entry and maintenance in Netsuite ERP system including order processing, communications logging, and contact updates Work closely with other departments to ensure a smooth customer experience Gather customer feedback, reporting and escalating product or service issues Organize and prioritize multiple concurrent tasks while remaining highly responsive to customer and team needs Take ownership of assigned tasks and seek opportunity to engage with customers and provide meaningful value throughout the stages of the customer journey WHAT YOU NEED TO SUCCEED Excellent professional verbal and written communication skills Proven passion for providing a stellar customer service experience Strong attention to detail Proactive communication and pre-emptive problem solving High school diploma or equivalent minimally required Experience working in professional services or sales team settings Working on-premises during normal business hours Mon-Fri 9am-6pm ABOUT US As the largest and most-trusted supplier of RFID key cards and credentials for hotels, RFID Hotel leads uniquely at the intersection of technology and meaningful change by providing the best quality products and the highest level of customer service. With thousands of hospitality customers across the globe and millions of products in circulation, our vision is to cultivate an ecosystem of operational efficiency that enables the best experiences. Just like our customers, we are change-agents who are passionate about making a positive difference in the lives of those we serve, and we're inspired by the opportunity to help them deliver desired outcomes. RFID Hotel operates within the Avery North America Division of CCL Industries, a world leader in specialty label packaging solutions for global corporations, small business and consumers. Our offices are located in Tampa, FL.” All offers of employment are based on the successful completion of a pre-employment background check. Avery Products Corporation is an at-will employer. Employment is at will and, as such, are free to resign at any time without any reason. The company retains the right to terminate an employee's employment at any time with or without reason or notice. Thank you for your interest and considering this opportunity! Please send resume when responding.
    $20-22 hourly 4d ago
  • Customer Experience Specialist

    Apex Service Partners 4.2company rating

    Customer service associate job in Sarasota, FL

    The Customer Experience Manager is responsible for ensuring a positive and seamless experience for customers by managing task distribution, responding to inquiries, resolving issues, and maintaining effective communication. This role requires a proactive and collaborative approach to customer service, with the ability to handle a fast-paced and dynamic work environment. What We Offer You: Year-Round Work Birthday Pay Paid Time Off (PTO) after 90 Days Parental Leave Paid Training Weekly Pay 7 Paid Holidays Employee Relief Fund Education & Tuition Assistance Robust Benefits Package (Health, Dental, Vision Insurance, 401k Match, IRA, and More) Employee Discounts Employee Referral Bonus Career Growth Opportunities Key Responsibilities: Task Management: Oversee the management of tasks, ensuring they are filtered, prioritized, and assigned to the appropriate department. Monitor task completion and ensure timely responses to customer inquiries. Monitor and respond to Birdseye correspondence Customer Interaction: Provide immediate assistance to customers who are facing concerns, through live communication channels Answer customer questions, resolve complaints, and offer information about products, services, orders, and company policies. Handle incoming customer concern calls and make outbound calls in time-sensitive situations, ensuring customer satisfaction. Team Collaboration: Work collaboratively with team members in a fast-changing environment, maintaining a positive and supportive atmosphere. Share insights and provide feedback to improve team performance and customer satisfaction. Reporting and Communication: Inform the supervisor of any areas of concern related to customer service or task management. Maintain accurate records and reports of work performed, including customer interactions and task completion. Check phone messages and follow up on customer concerns promptly. Problem-Solving: Take initiative in addressing customer issues, demonstrating a proactive and "can-do" attitude. Provide effective solutions to customer problems, ensuring a positive resolution. Professionalism: Maintain a positive and professional demeanor in all customer and staff interactions. Exemplify trustworthiness and reliability in handling customer concerns and team collaboration. Knowledge, Skills, and Abilities: Ability to maintain a pleasant and professional attitude towards customers. Strong communication skills, both written and verbal, with the ability to interact effectively with a diverse customer population. Excellent customer service skills, with the ability to resolve issues, complaints, and concerns efficiently. Strong organizational and time-management skills, with the ability to prioritize tasks in a fast-paced environment. Ability to work both independently and as part of a team, with a focus on collaboration and shared goals. Comfortable with multitasking and rapidly switching between tasks without loss of efficiency. Ability to make decisions based on established guidelines and procedures, with the confidence to act independently when necessary. Qualifications: High school diploma or equivalent required. Minimum of 1 year of experience in customer service or a customer-facing role. Experience with computers and related systems in an administrative office environment. Proven ability to work effectively in a fast-paced and constantly changing work environment. Demonstrated ability to communicate effectively and professionally with both customers and co-workers. Work Environment: Office environment with standard office equipment. Fast-paced and dynamic work environment, with frequent changes and the need for adaptability. ** Note: Duties and responsibilities are subject to change at any moment to meet the needs of the company.
    $28k-42k yearly est. 2d ago
  • Client Service Associate

    Beacon Pointe Advisors LLC 3.5company rating

    Customer service associate job in Sarasota, FL

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Sarasota, FL office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities Responds to routine client requests via phone, email and/or other contact methods Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM Prepares custodian paperwork, facilitate account updates and communicates with clients on status Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures Other duties, as assigned Qualifications Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred) Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) About the Beacon Pointe Family of Companies Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
    $40k-61k yearly est. 2d ago
  • Customer Service Representative

    American Health Associates 4.0company rating

    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: Customer Service Representative RESPONSIBILITIES: Provide exceptional customer service 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 Customer Service skills, a must. Requirements QUALIFICATIONS: High School diploma 1-year of customer service 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 customer service 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. 2d ago
  • Customer Service Representative

    CCF Holdings LLC 4.4company rating

    Customer service associate job in Tampa, FL

    Your Opportunity Customer Service Representative Instaloan Tampa, FL As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on! What We Offer Compensation The hourly wage for the position is $14.50 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA/Dependent Care FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What You'll Do - Essential Duties and Responsibilities Connect with customers to cultivate lasting relationships that drive repeat business. Review, validate, and process customer transactions with accuracy. Maximize customer success by offering personalized financial services that fit their lifestyle. Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system. Build new business by completing daily call campaigns. Assist in customer account management and collections by accepting payments and managing customer appointments. Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events. Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed. Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations. Engage in ongoing training and stay current on product and process changes. Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week. Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. What We're Looking For - Qualifications and Skills A high school diploma or equivalent. Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues. Meticulous attention to detail and ability to accurately enter data. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Experience in check cashing, document verification, and/or money order processing. Prior cash handling, cash drawer/vault management experience. Bilingual (English/Spanish) is a plus and may be required for certain locations. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Workplace Awards & Recognition We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $14.5 hourly 2d ago
  • Customer Service Representative 2

    Airgas, Inc. 4.1company rating

    Customer service associate job in Largo, FL

    Airgas is hiring a Customer Service Representative in Largo, FL! You will ensure outstanding customer service through fast and accurate processing of orders and service requests. Taking inbound and making outbound calls. Coordinating C 02 fills and s Customer Service, Customer Service Representative, Beverage Manager, Representative, Service Manager, Diversity, Manufacturing, Retail
    $24k-31k yearly est. 2d ago
  • Customer Service Representative

    Brightway 4.4company rating

    Customer service associate job in Pinellas Park, FL

    The Bonde Agency an independent Brightway affiliated agency is hiring on behalf of Brightway corporate for a Customer Service Representative in Pinellas Park FL Company Overview Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support As a CSR you will play a key role in ensuring our clients receive excellent service and support Youll assist both new and existing customers by answering questions processing changes to policies handling billing inquiries and supporting sales efforts when needed Responsibilities Provide exceptional customer service to policyholders via phone email and in person interactions Assist clients with policy changes billing inquiries claims and general insurance questions Educate clients on available coverages products and discounts Maintain accurate records in our CRM and carrier systems Collaborate with agents and producers to ensure seamless customer experience Support retention efforts by identifying opportunities for cross selling and upselling Translate documents and communicate with Spanish speaking clients to ensure full understanding of policy details Qualifications High school diploma or equivalent required; college degree a plus4 40 Customer Service License required or ability to obtain one1 years of experience in insurance or a customer service related role preferred Strong communication and interpersonal skills Detail oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software Why Join Us Opportunities for career growth and professional development Supportive team environment Work that makes a difference in peoples lives
    $26k-32k yearly est. 2d ago
  • Customer Service Representative - State Farm Agent Team Member

    Ayinde Matthews-State Farm Agent

    Customer service associate job in Spring Hill, FL

    Benefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance We are seeking a Spanish-speaking, motivated and career-oriented professional to join our team at Ayinde Matthews State Farm, located in Spring Hill, FL. As a State Farm team member, you will build and develop customer relationships within the community to promote State Farm products, including Auto, Home, Business, and Life Insurance. We are particularly interested in candidates who are fluent in Spanish, as we value the ability to effectively communicate with our Spanish-speaking customers and provide them with exceptional service in their native language. Responsibilities: • Provide prompt, accurate, and friendly customer service in both English and Spanish. This includes responding to inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification. • Utilize a customer-focused, needs-based review process to educate customers about insurance options and help them make informed decisions. • Maintain a strong work ethic with total commitment to success each and every day. As an Agent Team Member, you will receive: • Hourly pay plus commission/bonus • Health benefits (Medical, Dental, and Vision) with a 401(k) match • Paid time off (vacation and personal/sick days) • Valuable experience • Growth potential/Opportunity for advancement within the agency Requirements: • Excellent communication skills in both English and Spanish -written, verbal, and listening • Self-motivated (able to follow direction) • Detail- oriented • Proactive in problem-solving • Dedicated customer service • Ability to work in a team environment • Ability to effectively relate to a customer from diverse cultural and linguistic backgrounds • Property and Casualty license (must be able to obtain) • Life and Health license (must be able to obtain) Bilingual Advantage: As a Spanish-speaking agent, you will have competitive edge in our community, where many customers prefer to communicate in Spanish. Your ability to provide exceptional service in both English and Spanish will enable you to build strong relationships with a broader range of customers and drive business growth. Next Steps: 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. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. 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. 2d ago
  • Advisor Development Program Client Associate

    Bank of America Corporation 4.7company rating

    Customer service associate job in Sarasota, FL

    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 from our-award winning Academy at Bank of America and 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 client reviews/presentations with 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 appropriate solutions 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
    $37k-47k yearly est. 2d ago
  • Sales Associate (Part-Time) - International Plaza

    Alo Yoga 4.2company rating

    Customer service associate job in Tampa, FL

    Back to jobs Sales Associate (Part-Time) - International Plaza Tampa, FL Apply WHY JOIN ALO? Mindful movement. It's at the core of why we do what we do at ALO-it's our calling. Because mindful movement in the studio leads to better living. It changes who yogis are off the mat, making their lives and their communities better. That's the real meaning of studio-to-street: taking the consciousness from practice on the mat and putting it into practice in life. Role Objective The Sales Associate works to achieve store sales goals by setting the ALO experience & Brand Mission standard. Creating an authentic, organic experience of excellence for every guest through genuine connection, product education and educating customers about our community and culture. This individual is an expert in all facets of product knowledge, including features, benefits, fabric, usage, design, and care. The Sales Associate thrives working on a team and relishes a culture of feedback and excellence. Key Job Responsibilities Impacts the business and store environment in a positive manner aligning with store leadership and company goals. Drive and exceed sales goals by leading ALO's Flow initiatives, while optimizing productivity and efficiency Ensure engagement with customers and provide a friendly and easy to shop environment Continue to build the client relationship daily with our customers In partnership with leadership team, analyze reports to strategize and deliver results; support achieving action plans focusing on deficient areas and highlight growth opportunities Ensure effective sales floor coverage through the development of workforce solutions and leading selling initiatives throughout the store as needed. Knowledge of store goals, company communication, initiatives, new product launches and any additional information required by the Store Leadership Team; educate on guest-facing initiatives on the floor Confidently introduces all facets of the ALO business model (Retail, Yoga, Café) through personal testimony and knowledge of all aspects and details Leverages company tools, incentives, and strategies to support meeting store goals Resolve client needs quickly & effectively ensuring customer satisfaction Educates guests and staff on our product, community and culture Understand and protect the Daily schedule that prioritizes the best business strategy, in partnership with the Store Leadership Assists in processing shipment and ensuring product flow including but not limited to visual merchandising placement and daily replenishment excellence Ensure all front and back of house procedures are executed in accordance with company Policy & Procedures Duties require constant movement in and around the store, including the sales floor and back of house. When not actively assisting guests, this position takes initiative to perform other tasks, as needed, to keep store clean, safe, inviting and operating efficiently. Sales Associate Qualifications Preferred 1+ years prior work experience in a client-centric, sales environment Passion for customer service and delivering exceptional experiences Aligns with and embodies ALO's Guiding Principles Self-motivated with a desire to achieve results and excel individually, and as a team Requires constant movement in and around all areas of store Ability to lift, push, carry or otherwise move up to 50 pounds Ability to lift, bend, kneel, climb, crawl and/or twist, and safely climb up/down a ladder Ability to stand and move for an entire shift Sales Associate Schedule Part-Time non-exempt associates are expected to work up to 30 hours per week, based on the needs of the business, for a shift minimum of 4 hours. Full-Time non-exempt associates are expected to have open availability, 7 days a week, between 32 - 40 hours. All employees without exception are expected to be able to work during the company's Blackout period, from the week of American Thanksgiving (including Black Friday and Thanksgiving weekend) through the end of the holiday season (the 1st week of January). As an Equal Opportunity Employer, ALO does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law. JUST SOME OF THE PERKS Generous employee discount for Bella+Canvas, ALO, and free membership to ALO Wellness Club, with access to hundreds of streaming fitness and yoga classes with top instructors Monthly Store Incentives Clothing Allowance Free yoga classes at any of our Sanctuaries #LI-JJ1 #LI-2 #li-onsite For CA residents, Job Applicant Privacy Policy HERE. Create a Job Alert Interested in building your career at ALO? Get future opportunities sent straight to your email. Create alert Apply for this job * indicates a required field Autofill with MyGreenhouse First Name* Last Name* Email* Phone Country* Phone* Location (City)* Locate me Resume/CV* AttachAttach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter AttachAttach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Are you at least 18 years old? * Select... If hired, would you have a reliable means of transportation to and from work?* Select... Are you able to perform the essential functions of the job for which you are applying, either with or without reasonable accommodation? * Select... Are you currently eligible to work in the country that you are applying for? * Select... What language(s) do you speak fluently?* Do you now or in the future require visa sponsorship to continue working in the country you are applying for?* Select... Why do you want to work for Alo Yoga? Why do you think you'd be a great fit for this role?* Tell us about a success story from one of your previous roles. How did you accomplish what you did?* Are you available to work up to 30 hours?* Select... Can you work a 4 hour shift minimum? * Select... What days and times are you available to work?* Are you currently or have you in the past worked at Alo Yoga?* Select... Do you know anyone who works for this ALO Yoga? * Select... If you answered "Yes" to the previous question, please explain the relationship.* Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in ALO's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at ****************** How do you know if you have a disability? A disability is a condition that substantially limits one or more of your "major life activities." If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. Submit application
    $24k-32k yearly est. 1d ago
  • Sales Enrollment Representative

    3M Expansions 4.6company rating

    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, customer service, 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, customer service, 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 customer service while improving communities and achieving your personal and professional goals. Join us today! Powered by JazzHR
    $29k-35k yearly est. 2d ago
  • Sales Associate

    Rittenhouse Digital LLC

    Customer service associate job in Sarasota, FL

    Rittenhouse Digital LLC is a leading provider of digital content solutions, delivering curated eBook collections tailored for healthcare, medical, and academic institutions. Through our R2 Digital Library, we offer reliable, on-demand access to essential resources for professionals, educators, and students. Expanding our impact, the subscription-based R3 platform connects associations and their members with premium digital content. At Rittenhouse Digital, we are passionate about advancing knowledge and education with innovative digital tools and solutions. RittenhouseDigital.com Compensation Qualified individuals can realistically earn between $125,000-$175,000. Benefits avail after 60 days. Role Description This full-time position is a hybrid role based in Sarasota, FL, with the flexibility to work from home part-time. Prefer individuals based close to Sarasota, FL. As a Commission Sales Associate, you will be responsible for generating lead pipelines, proactively contacting potential clients, and closing sales opportunities. You will maintain and grow existing customer relationships to meet sales targets while ensuring high levels of customer satisfaction. You will also develop and present tailored solutions that align with clients' digital content needs. Qualifications Sales and negotiation skills, including the ability to build client relationships and close deals Strong communication and presentation skills, with confidence in delivering effective product demonstrations Adaptability and self-motivation with the ability to work independently and in a hybrid work environment Proficiency in CRM (HubSpot) tools and sales-related software, with a focus on tracking and managing client interactions Familiarity with digital content or eBook platforms is a plus Previous experience in sales, particularly in healthcare, academia, or technology industries, is preferred Bachelor's degree in Business, Marketing, Communications, or a related field is highly desired
    $22k-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. Customer service experience Previous experience handling money Excellent communication, customer service 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. 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 Customer Service 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. 2d ago
  • Customer Service Representative

    Brightway Insurance 4.4company rating

    Customer service associate job in Pinellas Park, FL

    The Bonde Agency- an independent, Brightway-affiliated agency- is hiring on behalf of Brightway corporate for a Customer Service Representative in Pinellas Park, FL. Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states. We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support. Position Summary: As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed. Responsibilities: Provide exceptional customer service to policyholders via phone, email, and in-person interactions Assist clients with policy changes, billing inquiries, claims, and general insurance questions Educate clients on available coverages, products, and discounts Maintain accurate records in our CRM and carrier systems Collaborate with agents and producers to ensure seamless customer experience Support retention efforts by identifying opportunities for cross-selling and upselling Translate documents and communicate with Spanish-speaking clients to ensure full understanding of policy details Qualifications: High school diploma or equivalent required; college degree a plus 4-40 Customer Service License required (or ability to obtain one) 1+ years of experience in insurance or a customer service-related role preferred Strong communication and interpersonal skills Detail-oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software Why Join Us? Opportunities for career growth and professional development Supportive team environment Work that makes a difference in people's lives
    $26k-32k yearly est. 2d ago
  • Advisor Development Program Client Associate

    Bank of America 4.7company rating

    Customer service associate job in Sarasota, FL

    Sarasota, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** **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. 2d ago

Learn more about customer service associate jobs

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

The average customer service associate in Riverview, FL earns between $20,000 and $37,000 annually. This compares to the national average customer service associate range of $24,000 to $40,000.

Average customer service associate salary in Riverview, FL

$27,000

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

The biggest employers of Customer Service Associates in Riverview, FL are:
  1. Dollar Tree
  2. Walgreens
  3. Family Dollar
  4. The Hertz Corporation
  5. Woodie's Wash Shack
  6. Shine Time Management LLC
  7. Sherwin-Williams
  8. Southeastern Grocers
  9. Wawa
  10. Variety Stores LLC
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