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Customer service associate jobs in South Carolina - 3,628 jobs

  • Customer Service Representative

    Foundever

    Customer service associate job in Sumter, SC

    Banking Customer Service Representative Join our dynamic team at Foundever in Sumter, SC where every interaction is an opportunity to make a difference! We are seeking passionate individuals to join us on-site at our office located at 1057 Broad Street, Suite B, Sumter, SC 29150. Please note that candidates must reside within commuting distance to our office. Join Foundever's night shift. Work while the world sleeps with quiet nights, calm commutes, and your days are wide open. Job Overview As a Customer Service Representative at Foundever, you will play a vital role in supporting one of the largest insurance and banking providers in the U.S. You will assist customers with their entry-level banking and financial needs while contributing to a team-centric environment. We believe in investing in our people, which is reflected in our robust paid training program and numerous growth opportunities. Notably, 84% of our managers have been promoted from within. Why You Should Join Us Competitive Pay: Starting at $17/hour, with paid training at $15/hour. Work Schedule: Minimum 40 hours per week, with weekend availability as needed. Comprehensive Benefits: 401(k), medical, dental, vision, wellness programs, paid time off, and employee discounts. Growth Opportunities: Clear pathways for career advancement within the company. What We're Looking For Location: Must reside in Sumter, SC, or within commuting distance Night Shift: Seeking Night Owls for overnight shifts. Age Requirement: Must be at least 18 years old Education: High school diploma or GED equivalent is required Experience: Preferred 6 months to 1 year of relevant work experience Availability: Must have flexible availability during operating hours Customer Service Skills: A professional attitude and aptitude for customer service are essential Key Skills Tech-Savvy: Proficient in navigating system tools to search for information and answers Customer Service Excellence: Demonstrated ability to deliver exceptional service consistently Reliability: Dependable and responsible, with a strong commitment to your role Critical Thinking: Capable of assessing situations and developing empathetic solutions Service Orientation: A personal drive to serve others with compassion and professionalism Organizational Skills: Strong organizational abilities to manage tasks effectively Self-Motivated Learner: Ability to independently learn and successfully pass the paid training provided by Foundever. About Foundever Foundever is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we're the team behind the best experiences for +800 of the world's leading and digital-first brands. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless experience to customers in the moments that matter. Military Partners We proudly support military families through partnerships with Military One Source and other veteran organizations. We value the unique skills and experiences that veterans bring to our workforce. Equal Opportunity Employment (EEO) Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity, and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination. Interested in Becoming Part of Our Team? Visit us at and connect with us on Facebook , LinkedIn , and Twitter .
    $17 hourly 2d ago
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  • PART TIME SALES ASSOCIATES

    Sloane Boutique (Business In Moultre Plaza Coleman Blvd

    Customer service associate job in Mount Pleasant, SC

    Sloane Boutique is now actively looking for FALL/HOLIDAY PART TIME SALES ASSOCIATES in our MOUNT PLEASENT area store location Key Responsibilities: Customer Interaction: Assisting customers with finding merchandise, providing product information, and creating a positive shopping experience. Sales and Transactions: Processing sales transactions, handling cash and payments, and maintaining accurate records. Merchandising: Assisting with the upkeep of displays, stocking shelves, and maintaining the overall appearance of the store. Inventory Management: Helping with receiving and organizing new inventory. General Tasks: Performing other duties as assigned by management. Required Skills and Experience: Customer Service: Excellent interpersonal skills and a friendly, approachable demeanor. Sales Experience: Prior experience in a retail sales environment is preferred but not required. Communication Skills: Ability to communicate effectively with customers, colleagues, and management. please contact through Linkedin Employment Type PART TIME Position12-18 hours per week (2-3 days) Above regional competitive boutique pay $$$ Employee Discount on all clothing pay up to $20 per hour based upon experience We can't wait to have you join our family ! why wait ...apply today ! Sorry no store walk ins please - apply through Linkedin.
    $20 hourly 2d ago
  • HVAC Service Expert

    Limric Heating and Air

    Customer service associate job in South Carolina

    Who We Are We keep on growing because we only hire the best, and our customers love us for it. We've been at this a long time here in Charleston. You've probably seen our trucks and our ads. What you don't know is what it's like to be a part of a team like this. How much you feel appreciated when you don't cut corners. How much we inspire ongoing training and education. How much you can earn when you truly are the best. People often come to us looking for a job. They stay with us because they find a fulfilling career, room to grow, and opportunities to excel. We are continually voted one of the Best Places to Work in SC for a reason!! What We Do We are a team of home service experts who go the extra mile to ensure peak performance for your home's plumbing, heating and air conditioning systems. The Big Task Whether it's a maintenance, service call, quote or installation we always go above and beyond for our loyal customers. A thorough evaluation, a detailed summary and options on every call are just a few of the things that make the Limric difference. If you enjoy making people smile, being a valued part of a team, using state of the art tools and unlimited earning potential come check us out!! Minimal on call (1-2 days every 3 weeks) Company vehicle Ipad & Iphone Uniforms Boot allowance Continuing education Free Health insurance Retirement plan with 3% match Unlimited earning potential Great company culture SIGN ON BONUS!
    $41k-88k yearly est. Auto-Apply 60d+ ago
  • Customer Experience Consultant - 100% Commission (TSG-20251204-067)

    Strickland Group LLC 3.7company rating

    Customer service associate job in Columbia, SC

    Job DescriptionThe Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. From day one, we provide warm leads, mentorship, and proven systems so you can build a business - not just have a job. In this 100% commission role, you will meet with families virtually or in person, uncover financial protection needs, and offer life insurance, mortgage protection, and retirement solutions. We seek coachable, growth-minded individuals who want schedule freedom, personal development, and a clear path to agency ownership.
    $55k-88k yearly est. 27d ago
  • Customer Success Consultant

    Lumen 3.4company rating

    Customer service associate job in Columbia, SC

    Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future. **The Role** The Customer Success Consultant is a customer-facing role aligned to our large and mid-market enterprise customer segment, driving customer value and success through optimal utilization of Lumen solutions. This is accomplished by ensuring customers realize and experience value from Lumen, monitoring indicators of customer health, addressing customer concerns, and helping them better use our technology/products to meet their corporate goals and objectives. With established trust and loyalty, this role seeks to naturally progress and expand the partnership through identifying potential up-sell and cross-sell opportunities and engaging sales accordingly. **The Main Responsibilities** + Construct and implement customer success plans, driving customer value realization + Manage customer metrics, including usage data, health indicators, and renewal dates in alignment with objectives + Evaluate product and portal adoption maturity level and address roadblocks leveraging digital marketing slicks, adoption articles and other templates + Build value-based relationships with customers to optimize CS plays while leveraging self-service + Share thought leadership with customers based on needs resulting in strengthened customer trust + Identify and qualify opportunities for expansion, partnering closely with sales + Implement revenue management practices driving accountability and goal alignment; revenue retention and growth strategies including value realization, renewal execution, risk management and customer growth + Manage risks to customers' success, identify root causes, define and activate solutions, and deploy cross-functional support to resolve + Onboard new customers and partner with sales, delivery & support to ensure successful deployment of solutions and services including bill reviews and audits + Define and execute renewal methodology aligned with customer priorities to positively impact profit margins **What We Look For in a Candidate** + Experience: 5+ years customer success or account management experience + Education Level: Bachelor's Degree or equivalent work experience + Experience working with large and medium enterprise customers + Excellent communication and interpersonal skills with ability to build strategic relationships within customer accounts + Ability to work closely with the customer and effectively negotiate directly with the customer and internally on their behalf + Strong analytical skills with the ability to translate data into customer insights and leverage with customer engagement strategies + Experience in collaborating and guiding cross-functional teams (e.g. Sales, Product, Marketing, Service Delivery) + Brings technology and data networking knowledge with technical aptitude to stay current in evolving technology sector + Effective and confident decision making based on business and financial principles + Working knowledge of MS Office suite **Compensation** This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. Location Based Pay Ranges $70,287 - $117,149 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY $73,805 - $123,008 in these states: CO HI MI MN NC NH NV OR RI $77,322 - $128,867 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process. Learn more about Lumen's: + Benefits (**************************************************** + Bonus Structure \#LI-JB1 Requisition #: 340973 **Background Screening** If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. **Equal Employment Opportunities** We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. **Disclaimer** The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
    $77.3k-128.9k yearly 12d ago
  • Fruit Expert Customer service

    Nerd Partners

    Customer service associate job in Sumter, SC

    Looking for a motivated individual with customer service skills. Food knowledge preferable. Must be able to multi task, answer phones, handle taking orders and food prep. Part time to full time hours available and extended hours during the holidays. Apply in person at Edible 105 E Wesmark Blvd Sumter sc 29150 10-2 m-f ask for jessica View all jobs at this company
    $40k-91k yearly est. 60d+ ago
  • Customer Service- Part Time

    Lose Design 4.0company rating

    Customer service associate job in Aiken, SC

    We are looking for a Customer Service Representative who will be responsible for delivering exceptional customer service, maximising customer satisfaction, and building and improving customer relationships. The Role: Lose Design, a multi-disciplinary design firm, is seeking a dynamic and organized individual to join our office and help serve existing clients in the area and to expand our services to new clients. We have an exciting opportunity for an experienced Customer Services Representative to join the CSR Team. Joining our team as a Customer Services Representative, you will be responsible for managing customer enquiries, providing job progress updates to customers, and work scheduling to meet customer requirements and in line with KPIs. This is a highly customer-facing role where you will build relationships with your customers. Responsibilities: Reply to incoming calls from customers including products and service questions and general information. Refer to customer scripts when working through difficult situations. Follow and where possible improve departmental processes and company service standards. Ensure that all databases are kept up-to-date with progressing work and client details. Utilize standard technology such as telephone, e-mail, and web browser to perform job duties. Participate in individual and team training/ meetings to ensure policy and company product knowledge are up to date. Keep track of customer accounts and make updates with new account information as necessary. Provide thorough follow-ups to customer interactions, ensuring customer satisfaction. All other duties and responsibilities as assigned. Required Skills: Excellent customer service skills and attitude. Problem-solving skills. Proficient with office equipment. Attention to detail. Excellent written and verbal skills. Excellent interpersonal skills. Qualifications: Previous work in a customer-facing position. High school diploma, G.E.D. or equivalent. Requirements: Knowledge of Office Suite preferred. Self-motivated and team-orientated. Previous customer service experience. Must have access to reliable transportation. Ability to work as a member of a team. Benefits: Competitive Pay. $30.50 Hourly Career Development. Holidays: 25 days + bank holidays. Pension Scheme. Paid Time Off (PTO). 401(k) fixed contribution. Life Insurance. About Lose Design: At Lose Design, we create SPACES FOR LIFE, which supports the most fundamental human needs to live, work, and play. We approach each project with the needs of both the client and community in mind, which allows for a balance between budget, function, and aesthetics. We work collaboratively and are dedicated to creating a work environment that promotes staff growth and enlightenment in all phases of the design process, expands knowledge of technical proficiencies for each design discipline, and fosters a work environment that extends beyond the office and into the communities where we live.
    $30.5 hourly 60d+ ago
  • Private Client Specialist I - Greenville, SC

    TDI 4.1company rating

    Customer service associate job in Greenville, SC

    Hours: 40 Pay Details: $ 25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. Depth and Scope: Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts) Handles complex financial transactions where products and services are highly competitive Is competent using financial planning software May act as a subject matter expert to Sales Support team Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients May act as primary contact for client relationships with regards to portfolio information and basic financial planning May resolve more difficult Client issues, problems, and requests Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners Executes in a manner that is compliant with regulations, policies, and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors Represents TD Wealth to the public in a professional manner Is involved in your community and supports TDBG charity and community initiatives Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area Completes all applicable specialized training Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas Keeps others on the team informed about status of account administration, retention, and projects Completes assigned administrative/Client service tasks within policy and operating procedures Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction Education and Experience: Bachelor degree preferred Internal candidates: 3+ years of experience working with TD's client platforms required Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire Knowledge of investments, banking and credit products preferred A self-starter, ability to work with minimal supervision Ability to excel at administration and be exceptionally well organized Demonstrates considerable initiative in providing a high level of organization Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role Demonstrates ability to manage multiple responsibilities and timelines Proven track record of delivering results and executing with excellence Excellent written and verbal communication skills Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $25.8-38.5 hourly Auto-Apply 14d ago
  • Customer Relations & Quality Specialist

    Mau Workforce Solutions 4.5company rating

    Customer service associate job in Greenville, SC

    MAU is hiring a Customer Relations & Quality Specialist for our client in Greenville, SC. As a Customer Relations & Quality Specialist, you will drive customer satisfaction and quality performance across the Greenville factory by implementing customer experience tools, improving quality systems, and ensuring cross-functional alignment for delivery excellence. This is a long-term contract opportunity with direct hire potential. Benefits Package * Medical benefits * Long-term contract (18 months) with direct hire potential Shift Information * Monday - Friday | 7:00 AM - 4:00 PM Required Education and Experience * Bachelor's degree in Business, Engineering, or a related field * 5+ years of experience in Quality, Customer Experience, or Continuous Improvement roles * Experience with Root Cause Analysis (RCA), 8D methodology, and Quality Management Systems (QMS) Preferred Education and Experience * Experience in shop operations and quality * Exposure to production planning * Customer-facing communication experience * Project management and cross-functional coordination * Participation in Kaizen and Built-In Quality (BiQ) initiatives General Requirements * Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word) * Experience with Smartsheet or similar platforms, including dashboard and report creation * Background in Lean/Continuous Improvement (TPS/Toyota Production System preferred) * Strong analytical, problem-solving, and communication skills * Proficiency in data visualization and dashboard reporting * Ability to influence cross-functional teams * Familiarity with AI tools for communication enhancement Essential Functions * Identify, implement, and optimize tools and systems to improve customer engagement and satisfaction * Continuously assess processes, eliminate pain points, and improve communication channels * Monitor customer feedback channels and proactively address recurring issues and trends * Ensure customer interaction processes align with QMS, documentation standards, and contractual requirements * Partner with Quality and Factory teams to standardize documentation, processes, and reporting * Create and implement standard processes across Projects, Quality, Shop Operations, Engineering, and Materials * Ensure customer commitments are met with transparency, quality, and on-time delivery * Establish standard formats and tools to support project teams from kickoff to product delivery * Develop tools to gather, track, and visualize the Voice of the Customer (VoC) * Support relationship development with customer contacts using innovative communication tools (including the use of AI) * Ensure customer feedback directly drives process improvement actions * Build dashboards and reporting structures to measure customer experience performance * Provide actionable recommendations based on data insights and feedback * Drive continuous improvement activities, including problem solving and structured RCA (8D)
    $29k-36k yearly est. 60d+ ago
  • Private Client Specialist I - Greenville, SC

    TD Bank 4.5company rating

    Customer service associate job in Greenville, SC

    Hours: 40 Pay Details: $ 25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. Depth and Scope: * Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth * Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts) * Handles complex financial transactions where products and services are highly competitive * Is competent using financial planning software * May act as a subject matter expert to Sales Support team * Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents * Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience * Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients * May act as primary contact for client relationships with regards to portfolio information and basic financial planning * May resolve more difficult Client issues, problems, and requests * Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners * Executes in a manner that is compliant with regulations, policies, and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures * Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors * Represents TD Wealth to the public in a professional manner * Is involved in your community and supports TDBG charity and community initiatives * Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles * Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients * Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting * Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area * Completes all applicable specialized training * Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization * Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required * Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas * Keeps others on the team informed about status of account administration, retention, and projects * Completes assigned administrative/Client service tasks within policy and operating procedures * Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction Education and Experience: * Bachelor degree preferred * Internal candidates: 3+ years of experience working with TD's client platforms required * Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire * Knowledge of investments, banking and credit products preferred * A self-starter, ability to work with minimal supervision * Ability to excel at administration and be exceptionally well organized * Demonstrates considerable initiative in providing a high level of organization * Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential * Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role * Demonstrates ability to manage multiple responsibilities and timelines * Proven track record of delivering results and executing with excellence * Excellent written and verbal communication skills * Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $25.8-38.5 hourly Auto-Apply 14d ago
  • Customer Service Advisor

    Jiffy Lube/CISA Lubes USA

    Customer service associate job in Columbia, SC

    Customer Service Advisors are responsible for delivering the customer service experience to maintain and increase market share. Responsible for performing automotive services and activities associated with the store in an accurate and timely manner according to company policies and procedures. Jiffy Lube is in the customer service industry and having a 'positive attitude' at the service center is essential. Attitude is a state of mind or feeling and is displayed or translated by actions. A 'positive attitude' represents the people skills required at Jiffy Lube. Individuals with 'positive attitudes' are: Friendly Courteous Enthusiastic Positive Helpful Concerned Sincere ESSENTIAL FUNCTIONS: The position of Customer Service Advisor is an essential part of the Jiffy Lube Team. You will be required to do the following: Participate in an intense training program to understand the importance of the customer experience and the customer cycle. You will also be trained in all Jiffy Lube services and products and to follow all safety procedures as outlined in the training. This training will be provided after you if you are hired. You will need to demonstrate excellent communication skills and basic computer skills. Additionally, you will greet customers (when not occupied with a customer) within 10 seconds of drive up on lot, make the appropriate decision to escort customer straight to podium or to lounge, master the Jiffy Lube computer system (Navigate through screens effectively, Proper customer positioning, Demonstrates superior customer service skills, etc.), escort customers to lounge per standards, perform proper ring-out procedures, make appropriate decisions to assist vehicle team utilizing Jiffy Lube standards or move onto another customer, clean/maintain cleanliness in the service center as per standards, wear required personal protective equipment (PPE) setting an example for others to follow, support professional image and trust by showing respect for customer's vehicle (e.g., always uses seat covers, floor mats, wheel covers), complete required Computer Based Training (CBT) for the CSA position per policy in designated time frames. MARGINAL FUNCTIONS: Answers telephones, ring out customers. This position description in no way states or implies that these are the only duties/functions to be performed by the employee. Employees will be required to follow any other job-related instructions and to perform any other job-related duties/functions requested by their supervisor.
    $25k-32k yearly est. 60d+ ago
  • Customer Relations Specialist / Retail Administrator (Tremendous opportunity in Hilton Head, SC; competitive pay and benefits; professional growth)

    Blossman Gas Jobs 4.3company rating

    Customer service associate job in Ridgeland, SC

    Are you looking for a growing, but stable company in which to build a career in the Hilton Head, SC area? Do you enjoy interacting with customers by telephone and in-person? If so, Blossman Gas & Appliance seeks customer-oriented applicants looking for a professional growth opportunity to apply for the position of Customer Relations Specialist at our growing, retail location in the Hilton Head / Ridgeland, SC area. We are America's largest, independent propane company with more than 85 locations in 12 states. Due to our culture, these positions have very little turnover. Our Customer Relations Specialists are the primary, first line of contact for our customers. They answer the phones, coordinate the daily closeout and deposit, post payments, schedule gas deliveries and other services, and promote/sell Blossman's core line of appliances and services. The position blends customer-care, computer work, and consultative selling. Key qualifications include: High school diploma required; some college or earned degree helpful Professional, friendly demeanor Ability to work regularly in a fast-paced, retail setting Solid computer skills and the ability to learn new software Reliable; solid work ethic Desire to work M-F from 8-5 with limited overtime Pass pre-employment background check, drug screening, and other pre-employment steps *Our office remains busy throughout the year so someone who is friendly with solid organizational skills will be needed to help ensure success in this position. A strong commitment to safety, consistent with company policy, is also important. Competitive pay will depend on prior experience. Excellent benefits including PTO, health insurance, 401k w match and bonus opportunities are included. Ongoing training and a solid company culture await you! If you live locally, enjoy retail/clerical/customer-service, and want to work for a great company, then we encourage you to submit your application for consideration. Due to the anticipated large number of responses to this ad only those with the necessary experience requirements may be contacted. Blossman Gas is an Equal Opportunity / Veterans / Disabled employer. Drug-free employer.
    $32k-40k yearly est. 22d ago
  • Customer Service

    Felker Day-KFC

    Customer service associate job in Spartanburg, SC

    Job Description About the job: As a Customer Service Team Member, you are the face and voice of KFC/TB for your restaurant. You are a guest focused salesperson that is Friendly, outgoing, dependable, and trustworthy. You get along with others and play your role by being a team player. As a CSTM you listen generously and communicate what you need. You strive to bring your “A” game every day, and you treasure, respect, and promote the reputation of Felker Day, KFC, and/or Taco Bell. We offer the following: A commitment to promote from within Paid Training and ongoing continuous development Tuition reimbursement and scholarship opportunities A recognition culture that is both FUN and Competitive Competitive Pay w/ a clear path for raises and development. Flexible schedules Free meal each shift Eligibility to accrue paid vacation time. Medical benefits for qualifying employees Health and Wellness supplemental benefits resulting in higher net pay. 401K retirement plan with 100% match up to 3% of salary for qualified individuals KFC Foundation Programs include FREE college tuition at WGU, $1 per $1 Savings Match Program, Hardship Assistance Program plus more! The Role responsibilities will include: Interacting w/Guests, suggestive selling, cash handling, cleaning, and stocking. Preparation of food and beverages according to recipe standards Maintaining quality of product and adhering to all food safety standards Identify and communicate all safety and equipment concerns. Handle, store, and rotate all stock including cases up to 50lbs. Having a positive and helpful attitude towards guests, coworkers, and managers Requirements Must be at least 16 years of age. Accessibility to dependable and reliable transportation Reliable and On Time in proper uniform for all scheduled shifts Must have Sunday Availability Must be able count money quickly and accurately. Read training materials, listen to your trainer, and ask for what you need. Enthusiasm and willingness to learn. Team player Commitment to guest satisfaction Strong work ethic
    $25k-32k yearly est. 13d ago
  • Client Specialist, Shops at Greenridge

    Knitwell Group

    Customer service associate job in Greenville, SC

    About us Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life. What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page. Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within. Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more. What we Value “WE CARE”: We Win as a team and are dedicated to ensuring and applauding each other's success. We Encourage creativity, innovation and smart risk-taking. We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them. We Act with integrity, transparency, candor, and respect. We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture. We Embrace community by bringing positive change to those we live and work in. Who You Are: Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers. Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment. Able to work cooperatively in a diverse work environment Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store. Possess excellent written and verbal communication skills and a high level of integrity. Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her. Professional, assertive, and friendly with the ability to make decisions independently. Possess the technological aptitude to navigate POS/computer/iPad/handheld systems. Have open availability of 20 - 29 hours per week Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays. Comfortable climbing ladders, moving around regularly, and standing for extended periods of time. Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs. What You'll Do: Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally. Support all service enhancers to build strong relationships including active use of Concierge. Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc. Plan and prioritize tasks and responsibilities to meet the needs of the customer and business. Seek to understand customer needs & wants with curiosity and confidence through intentional conversation. Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust. Actively participate in community/store activities and events that promote the Talbots Brand. Professionally represent the brand image. Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change. Location: Store 00365 Greenville, SC-Greenville,SC 29607Position Type:Regular/Part time Equal Employment Opportunity The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
    $31k-54k yearly est. Auto-Apply 21d ago
  • Reservation / Dispatch Agent

    GCT 4.2company rating

    Customer service associate job in North Charleston, SC

    MISSION STATEMENT Going Coastal Transportation provides professional ground transportation. Building on the fundamentals of hospitality and privacy, we provide the ideal transportation experience for travelers, vacationers, and executives. The primary focus of each Going Coastal employee is taking the stress of travel away from our clients and providing them with safety and security as we pay attention to every detail, no matter how large or small the job is. POSITION SUMMARY It is the primary responsibility of the reservationist and dispatcher to provide excellent customer service to our clients and chauffeurs as they facilitate the reservations and dispatch processes. All duties are to be performed in accordance with company policies, practices and procedures. KEY RESPONSIBILITIES Efficient scheduling of trips and effective communication to ensure flawless execution of client's needs and optimal use of company vehicles and chauffeurs Actively observe dispatch grid to ensure chauffeurs updates and routes will allow them to continue onto the next job in a timely manner Courteously and energetically answer phones, respond to client questions and concerns, book reservations and respond to emails Manage affiliate portals to include emails and calls; loading, updating, and confirming pending and active jobs Add value to, and assist with, reaching company goals by taking ownership in your position, and assisting with other responsibilities as needed REQUIRED KNOWLEDGE & SKILLS Excellent customer service and ability to work under pressure required Ability to sit for extended periods required Attention to detail required Geographical knowledge of the Charleston area, attractions, and history Solid proficiency in English EDUCATION/EXPERIENCE/CERTIFICATION/LICENSURE Education: High School Diploma or equivalent preferred Experience: 1-3 years related experience preferred Certification/Licensure: N/A
    $26k-32k yearly est. 60d+ ago
  • Commercial Client Specialist

    First Horizon 3.9company rating

    Customer service associate job in Mount Pleasant, SC

    The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. Essential Duties and Responsibilities Open new accounts and ensure complete, accurate documentation is obtained from clients Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements Image and index all deposit and client documentation to ensure proper recordkeeping Perform account maintenance, including adding/removing signers and updating client records Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients Perform other duties and responsibilities as assigned Supervisory Responsibilities No supervisory responsibilities Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience. Computer and Office Equipment Skills Microsoft Office suite Certificates, Licenses, Registration (Ex: CPA, Series 6 or 7 licenses etc) None required 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
    $31k-37k yearly est. 7d ago
  • Client Success Specialist - 100% Commission (TSG-20251204-022)

    Strickland Group LLC 3.7company rating

    Customer service associate job in Columbia, SC

    Job DescriptionThe Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. From day one, we provide warm leads, mentorship, and proven systems so you can build a business - not just have a job. In this 100% commission role, you will meet with families virtually or in person, uncover financial protection needs, and offer life insurance, mortgage protection, and retirement solutions. We seek coachable, growth-minded individuals who want schedule freedom, personal development, and a clear path to agency ownership.
    $44k-85k yearly est. 23d ago
  • Customer Relations Specialist / Retail Administrator (Tremendous opportunity in Hilton Head, SC; com

    Blossman Gas of North Carolina Inc. 4.3company rating

    Customer service associate job in Ridgeland, SC

    Job Description Are you looking for a growing, but stable company in which to build a career in the Hilton Head, SC area? Do you enjoy interacting with customers by telephone and in-person? If so, Blossman Gas & Appliance seeks customer-oriented applicants looking for a professional growth opportunity to apply for the position of Customer Relations Specialist at our growing, retail location in the Hilton Head / Ridgeland, SC area. We are America's largest, independent propane company with more than 85 locations in 12 states. Due to our culture, these positions have very little turnover. Our Customer Relations Specialists are the primary, first line of contact for our customers. They answer the phones, coordinate the daily closeout and deposit, post payments, schedule gas deliveries and other services, and promote/sell Blossman's core line of appliances and services. The position blends customer-care, computer work, and consultative selling. Key qualifications include: High school diploma required; some college or earned degree helpful Professional, friendly demeanor Ability to work regularly in a fast-paced, retail setting Solid computer skills and the ability to learn new software Reliable; solid work ethic Desire to work M-F from 8-5 with limited overtime Pass pre-employment background check, drug screening, and other pre-employment steps *Our office remains busy throughout the year so someone who is friendly with solid organizational skills will be needed to help ensure success in this position. A strong commitment to safety, consistent with company policy, is also important. Competitive pay will depend on prior experience. Excellent benefits including PTO, health insurance, 401k w match and bonus opportunities are included. Ongoing training and a solid company culture await you! If you live locally, enjoy retail/clerical/customer-service, and want to work for a great company, then we encourage you to submit your application for consideration. Due to the anticipated large number of responses to this ad only those with the necessary experience requirements may be contacted. Blossman Gas is an Equal Opportunity / Veterans / Disabled employer. Drug-free employer.
    $32k-40k yearly est. 23d ago
  • Reservation / Dispatch Agent

    GCT 4.2company rating

    Customer service associate job in North Charleston, SC

    Job DescriptionSalary: MISSION STATEMENT Going Coastal Transportation provides professional ground transportation. Building on the fundamentals of hospitality and privacy, we provide the ideal transportation experience for travelers, vacationers, and executives. The primary focus of each Going Coastal employee is taking the stress of travel away from our clients and providing them with safety and security as we pay attention to every detail, no matter how large or small the job is. POSITION SUMMARY It is the primary responsibility of the reservationist and dispatcher to provide excellent customer service to our clients and chauffeurs as they facilitate the reservations and dispatch processes. All duties are to be performed in accordance with company policies, practices and procedures. KEY RESPONSIBILITIES Efficient scheduling of trips and effective communication to ensure flawless execution of client's needs and optimal use of company vehicles and chauffeurs Actively observe dispatch grid to ensure chauffeurs updates and routes will allow them to continue onto the next job in a timely manner Courteously and energetically answer phones, respond to client questions and concerns, book reservations and respond to emails Manage affiliate portals to include emails and calls; loading, updating, and confirming pending and active jobs Add value to, and assist with, reaching company goals by taking ownership in your position, and assisting with other responsibilities as needed REQUIRED KNOWLEDGE & SKILLS Excellent customer service and ability to work under pressure required Ability to sit for extended periods required Attention to detail required Geographical knowledge of the Charleston area, attractions, and history Solid proficiency in English EDUCATION/EXPERIENCE/CERTIFICATION/LICENSURE Education: High School Diploma or equivalent preferred Experience: 1-3 years related experience preferred Certification/Licensure: N/A
    $26k-32k yearly est. 24d ago
  • Commercial Client Specialist

    First Horizon Corp 3.9company rating

    Customer service associate job in Mount Pleasant, SC

    The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. Essential Duties and Responsibilities * Open new accounts and ensure complete, accurate documentation is obtained from clients * Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements * Image and index all deposit and client documentation to ensure proper recordkeeping * Perform account maintenance, including adding/removing signers and updating client records * Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims * Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs * Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients * Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues * Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit * Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation * Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients * Perform other duties and responsibilities as assigned Supervisory Responsibilities No supervisory responsibilities Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience. Computer and Office Equipment Skills Microsoft Office suite Certificates, Licenses, Registration (Ex: CPA, Series 6 or 7 licenses etc) None required 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
    $31k-37k yearly est. 8d ago

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