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Customer Services Specialist
Savills North America 4.6
Customer service representative job in Miami, FL
ABOUT THE ROLE
The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments.
KEY RESPONSIBILITIES
Marketing Coordination
Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits.
Lead Social Media Management efforts such as LinkedIn a plus
Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards.
Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking.
Coordinate photography, floor plans, and other creative assets with vendors and internal teams.
Maintain and organize the team's contact database while improving marketing processes for better efficiency and results.
Financial Support
Handle billing, invoicing, and expense reports for the team.
Update and maintain stacking plans and other financial tracking tools in Excel.
Administrative Support
Greet and assist guests; answer and route incoming calls.
Manage incoming and outgoing mail and packages.
Keep Salesforce and other CRM databases accurate and up to date.
Schedule meetings, conference calls, and team activities.
Set up conference rooms and prepare materials for client meetings.
Client Interface
Help prepare materials and presentations for client meetings.
Participate in client pitches as needed.
Coordinate communication and logistics between the team and clients.
Process Management
Work closely with the team to manage all active projects and client assignments from start to finish.
Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks.
Anticipate next steps and help keep the team organized and accountable.
Serve as the central point of coordination for ongoing projects and team priorities.
Partner with other Client Services Specialists and Operations staff on office-wide initiatives.
Qualifications
Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field).
Professional, proactive, and able to work both independently and as part of a team.
Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important.
Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce.
Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus.
Excellent written and verbal communication skills.
Strong organizational skills, attention to detail, and the ability to handle multiple priorities.
WHY JOIN US?
Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate.
Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.
$27k-36k yearly est. 2d ago
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Customer Success Lead
Volante Technologies 4.3
Customer service representative job in Miami, FL
About Us :
Volante Technologies is the leading global provider of low-code cloud Payments as a Service solution for financial businesses. We are disruptors and innovators and we are growing fast. For the last three years, we have been the #1 seller of wholesale payment systems worldwide. At Volante, we are all about revolutionizing the world of Payments.
Role Overview
We are looking for an seasoned Customer Success expert to manage our most critical Enterprise clients in the US and LATAM regions.
In this role, you will partner with the Head of Account Management to execute our regional engagement strategy. You are the primary face of the company for your portfolio, working to keep customers happy (Retention) and identifying new problems we can solve for them (Expansion). While this role is strategic, it requires significant mobility, you will be expected to travel frequently to drive business reviews and workshops.
What You Bring
10+ years in Customer Success, Account Management, or Consulting for Enterprise B2B software.
Business-level fluency in Spanish is required. You must be able to present to Executives and conduct business meetings in Spanish.
You understand how to identify a sales opportunity. Familiarity with frameworks like MEDDIC is a strong plus.
Willingness to travel frequently (approx. 25-40%) for client meetings across the Americas.
Professionals based in the South Florida area (Miami/Fort Lauderdale/West Palm Beach) preferred. (Qualified candidates in other locations willing to travel will be considered).
Your Objectives (Shared OKRs)- You will share the following Key Results with the Head of Account Management. We win as a team, and your execution is critical to hitting these regional targets:
Maximize Client Value
Strategic Reviews: Drive the execution of our Americas Team Target of 105 Formal Client Reviews (SBRs) annually. You will own a significant volume of these engagements, requiring frequent onsite presence.
Success Planning: Implement "Joint Success Plans" (JSPs) for top accounts in the region.
Risk Management: Ensure all "Red/Yellow" accounts have a defined "Get-to-Green" plan with clear deliverables.
Maximize Client Opportunity
Pipeline Generation: Contribute to the Americas Team Target in new Expansion/Upsell pipeline. (Note: You source and qualify the lead; Sales closes it. You retain attribution credit).
Net Revenue Retention: Drive regional performance to achieve 115%+ NRR.
Roadmap Alignment: Facilitate roadmap and discovery workshops for Top 15 accounts.
What You'll Do
Strategic Account Management: Manage a portfolio of high-value Enterprise clients. You are their main point of contact and their internal advocate.
High-Touch Engagement (Travel): This role requires a willingness to travel within the US and LATAM to meet stakeholders face-to-face. You will be the primary driver of onsite Strategic Business Reviews.
Opportunity Identification: Proactively look for opportunities to expand our footprint within your accounts to help us hit our shared pipeline goals. When you find an opportunity, you will qualify it (confirm budget and need) and introduce the Sales team.
Bilingual Communication: Navigate complex business discussions with stakeholders in Latin America, understanding both the language and the business culture.
Equal Opportunity Statement
At Volante Technologies, we believe diversity drives innovation and inclusion fuels success. We are committed to creating a performance driven workplace where everyone feels valued, respected, and empowered to bring their authentic self to work. We welcome candidates from all backgrounds and ensure equitable opportunities for growth. All qualified applicants will receive consideration without regard to race, color, religion, age, gender, national origin, disability, sexual orientation, veteran status, or any other factor protected by law. Together as ONE TEAM, we celebrate differences and foster collaboration, creativity, and belonging.
$101k-150k yearly est. 4d ago
Customer Service Agent - Cargo
Air Canada 3.9
Customer service representative job in Miami, FL
Starting Salary: $17.99/hour
Branch: Cargo
Being part of Air Canada is to become part of an iconic Canadian symbol. Are you passionate about reaching new heights, teamwork and making a meaningful contribution? Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.
It's important to know that
Schedules can change quickly: The role requires someone who can adapt to changing schedules and priorities. Being available and responsive when things shift is essential.
Teamwork drives success: We work in a collaborative environment. Supporting each other and contributing to a positive team dynamic is a must.
Learning never stops: New challenges come up often, and it's important to be open to learning. This includes understanding and complying with TSA regulations and specific customer requirements.
Key duties
Provide cargo customerservice to the public, other airlines, agencies, and internal staff, handling inquiries and processing shipments in accordance with company standards.
Receive, deliver, and physically handle cargo, mail, and COMAT using manual methods or equipment such as forklifts; operate company vehicles as required.
Compute rates, book shipments, and advise customers on customs and regulatory requirements, including the acceptance and processing of hazardous materials.
Manage cash and documentation in line with company procedures; input and track data using the company's automated cargo systems.
Investigate shipment issues, complete reports, and compile statistical data to support operational efficiency.
Ensure adequate supplies are available and communicate procedural updates to staff as needed.
In the absence of leadership, make and document operational decisions to maintain workflow and protect company interests.
Qualifications
Must possess a valid driver's license;
Must have valid passport to travel for training in Canada;
Ability to lift seventy (70) lbs unaided;
Ability to efficiently use the Company's automated reservations, ticketing and baggage tracing systems post-training;
Ability to operate Company vehicles and machinery;
Ability to stand or sit for extended periods of time;
Ability to use tact, good judgement and initiative;
Capable of expressing self in a clear and pleasant manner;
Ability to work under pressure with a minimum of supervision;
Adhere to Air Canada's uniform guide and grooming standards;
Ability to meet Air Canada medical standards through a medical examination;
Employment is subject to meeting US Custom & Boarder Protection (USCBP) requirements for obtaining both a Customs Seal and an Airport ID Badge;
Employees must adhere to all safety PPE requirements, including wearing safety shoes as per company regulations and using company-provided hearing protection in designated high-noise areas;
Demonstrate punctuality and dependability to support overall team success in a fast-paced environment;
Candidates must be available for shift work in a 24/7 operational environment, including mornings, evenings, weekends, and statutory holidays;
Benefits
Financial benefits: Pension program, Employee Share Ownership Program, and Profit Sharing.
Wellbeing & health benefits: Health, dental, and life insurance for you and your family (if necessary).
Recognition: Air Canada's recognition program (Shine) allows you to recognize and be recognized for those outstanding moments.
Travel privileges: A generous employee travel program for you and other eligible once you have completed twenty-eight (28) weeks of service. This includes, but is not limited to standby travel, hotel & car rental discounts, Air Canada Vacation discounts, and more.
Conditions of Employment
Candidates must be eligible to work in the country of interest, at the time any offer of employment is made and seeking any required work permits/visas or other authorizations which may be required is the sole responsibility of the candidates applying for this position.
Linguistic Requirements
Based on equal qualifications, preference will be given to bilingual candidates.
Diversity and Inclusion
Air Canada is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees' unique contributions to our company's success.
As an equal opportunity employer, we welcome applications from all to help us build a diverse workforce which reflects the diversity of our customers, and communities, in which we live and serve.
Air Canada thanks all candidates for their interest; however only those selected to continue in the process will be contacted.
$18 hourly 2d ago
Bilingual Customer Service Representative
Insight Global
Customer service representative job in Deerfield Beach, FL
Bilingual CustomerServiceRepresentative
$19-21 Hourly Based On Experience
Looking to HIRE RIGHT AWAY!!
Must Haves:
2+ Years of CustomerService Experience preferrable within a call center, front desk environment taking high volume of calls
Bilingual in English and Spanish
Day to Day:
This is a huge opportunity to get your foot in the door with a large fortune 500 company. The Bilingual customerservicerepresentative will take anywhere from 50-100 calls per day for dealership and warranty calls. Reviewing warranty and insurance plans, etc.
$19-21 hourly 2d ago
Senior Customer Service Representative
Brightway Insurance 4.4
Customer service representative job in Boca Raton, FL
The Senior CustomerServiceRepresentative supports the daily operations of the agency by providing advanced customerservice, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements.
Client Service & Support
Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions.
Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements.
Assist clients with policy changes, cancellations, reinstatements, and general account updates.
Review client accounts to ensure accuracy and identify gaps in coverage or service needs.
Policy Administration
Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation.
Support new business and renewal processes by gathering required information and preparing applications.
Verify policy accuracy, rating information, and carrier guidelines prior to final processing.
Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments.
Claims Support
Guide clients through the claims filing process and provide follow-up as needed.
Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates.
Team & Operational Support
Provide guidance and support to junior CSRs and team members.
Assist in workflow improvement, procedure updates, and best-practice implementation.
Maintain compliance with all state regulations, company policies, and carrier requirements.
Customer Experience & Retention
Build strong client relationships through responsive service and proactive communication.
Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions).
Support retention efforts by reviewing renewal options and assisting in remarketing when needed.
Required Qualifications
Valid Florida 4-40 CustomerRepresentative License.
3-5+ years of customerservice or account management experience in a Property & Casualty insurance environment.
Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology.
Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred.
Excellent communication, problem-solving, and organizational skills.
Ability to work independently, prioritize tasks, and manage high-volume workloads.
$33k-38k yearly est. 5d ago
Customer Service Ambassador
ABM 4.2
Customer service representative job in Miami, FL
ABM (NYSE: ABM) is one of the world's largest providers of integrated facility, engineering, and infrastructure solutions. Every day, our over 100,000 team members deliver essential services that make spaces cleaner, safer, and efficient, enhancing the overall occupant experience.
ABM serves a wide range of market sectors including commercial real estate, aviation, education, mission critical, and manufacturing and distribution. With over $8 billion in annual revenue and a blue-chip client base, ABM delivers innovative technologies and sustainable solutions that enhance facilities and empower clients to achieve their goals. Committed to creating smarter, more connected spaces, ABM is investing in the future to meet evolving challenges and build a healthier, thriving world. ABM: Driving possibility, together.
ABM is an Equal Employment Opportunity (EEO) employer that does not discriminate on the basis of any trait or characteristic protected by applicable federal, state, or local law, including disability and protected veteran status. ABM is committed to working with and providing reasonable accommodation to individuals with disabilities. If you have a disability and need assistance in completing the employment application, please call ************. We will provide you with assistance and make a determination on your request for reasonable accommodation on a case-by-case basis.
ABM participates in the U.S. Department of Homeland Security E-Verify program. E-Verify is an internet-based system used to electronically confirm employment eligibility.
ABM is a military-friendly company proudly employing thousands of men and women who have served in the U.S. military. With ABM, you'll have access to a world-class training program and ample opportunities to use the skills you developed while serving our country. Whether you're looking for a frontline or professional position, you can find post-military career opportunities across ABM.
ABM directs all applicants to apply at ******************** ABM does not accept unsolicited resumes.
For more information, visit ***********
Perform a combination of clerical tasks to support office, business, or administrative operations by performing the following duties. Our employees must be well-groomed, helpful, and patient and enjoy working with others. We are looking for staff to work Full Time and Part Time, All Shifts Available, 7 Days a week.
$27k-36k yearly est. 4d ago
Customer Service Representative
Tempexperts
Customer service representative job in Doral, FL
A growing manufacturing organization is seeking a proactive and detail-oriented CustomerServiceRepresentative (CSR) to support a rapidly expanding customer base and internal sales operations. This role plays a key part in the order-to-shipment lifecycle, serving as a central point of contact for customers while ensuring accuracy, efficiency, and exceptional service throughout the order management process.
The ideal candidate is highly organized, customer-focused, and experienced in managing orders within an ERP-driven environment.
Key Responsibilities
Enter and process customer purchase orders accurately within the ERP system
Manage order flow from initial entry through shipment and delivery
Communicate proactively with customers regarding order status, timelines, and changes
Serve as the primary point of contact for customer inquiries, issue resolution, and follow-up
Coordinate closely with Sales, Operations, Production, and Logistics teams
Monitor backorders, inventory availability, and shipment schedules
Maintain accurate and up-to-date customer and order documentation
Support credit review and approval processes as needed
Required Qualifications
3+ years of customerservice, order management, or sales support experience
Strong written and verbal communication skills
Experience working with ERP systems (preferred)
High level of accuracy in data entry and order processing
Proficiency in Microsoft Office (Excel, Outlook, Word)
Preferred Qualifications
Experience in manufacturing, electrical products, construction materials, or industrial environments
Bilingual (English/Spanish) is a plus
Core Competencies
Customer communication and relationship management
Problem-solving and issue resolution
Time management and prioritization
Team collaboration across departments
What's Great About Working Here
Stable, Growing Organization: Be part of a company experiencing consistent growth and operational expansion
Cross-Functional Exposure: Work closely with sales, production, operations, and logistics teams
Process-Driven Environment: Structured systems and clear workflows support accuracy and success
Customer-Focused Culture: High service standards with a strong emphasis on reliability and responsiveness
Long-Term Career Potential: Opportunities to grow within customerservice, operations, or sales support functions
Team-Oriented Workplace: Collaborative environment where attention to detail and accountability are valued
$22k-31k yearly est. 3d ago
Inside Sales Representative
Beycome
Customer service representative job in Miami, FL
Beycome Title & Escrow is one of the fastest-growing title companies in the country, expanding rapidly across 12+ states. We are looking for a motivated, professional, and relationship-driven Sales Representative to join our team in Miami. This role focuses on converting warm title leads by educating clients on the Allied difference and ensuring smooth title processing from contract to close.
This is an ideal position for someone who thrives on phone interaction, enjoys helping clients navigate the home-buying process, and wants to grow their career with a company known for exceptional service-backed by more than 15,000 five-star reviews.
You'll work closely with our VP of Growth in this position and will be pivotal to the growth of the company.
Day-to-Day Job Responsibilities
The Sales Representative will be responsible for lead outreach, inbound call handling, and guiding clients through the benefits of using Allied Title & Escrow. You will serve as a key communicator for buyers, sellers, and agents, helping convert warm title opportunities into closed transactions.
Daily expectations include:
Make 30-40 outbound calls per day to warm leads, clients, and agents regarding title insurance needs.
Receive incoming calls from clients inquiring about title, escrow, or contract questions.
Clearly explain Beycome's value proposition, including our customer-experience-driven approach and industry-leading service record.
Track and follow up with leads to ensure they capitalize on available title discounts, prepaid title products, or incentives.
Document all outreach and client interactions in CRM systems to ensure accurate and timely tracking.
Identify opportunities to educate consumers about Beycome's services, process timelines, and benefits.
Assist with general customerservice needs, including answering questions about contracts, next steps, and title processes.
Maintain a high standard of professionalism and communication while representing Beycome Title.
What We're Looking For
1-2 years of experience in sales or customerservice.
Strong communication skills and a natural ability to build rapport over the phone.
Highly organized, dependable, and comfortable managing multiple ongoing conversations and follow-ups.
Experience with CRM tools or sales-tracking software.
Ability to work from our Miami office.
A self-motivated, positive attitude with a desire to hit goals and contribute to team success.
Reliable transportation for occasional in-person meetings or trainings.
About Us
In 2016, we noticed that the title industry was outdated and didn't prioritize the customer. We knew we could do better. We set out to create a closing experience that celebrates homeownership the way it should be.
What started as one office and two employees in the D.C. area has grown into 50+ team members across 12 states, earning 15,000+ five-star reviews along the way. We are proud of the service, culture, and innovation we've built-and we're just getting started.
Vision: To be the BEST, not the biggest, title company there is.
$36k-60k yearly est. 4d ago
Customer Service Associate
Raising Cane's 4.5
Customer service representative job in Miami, FL
Starting hiring pay at: 15
As an important part of our team, CustomerService Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customerservice. In this role, you will be responsible for taking orders in the drive-thru, assembling orders, delivering food to customers, cleaning the dining room, talking to customers, etc.
We are looking to hire CustomerService Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in between. Whether you have previous experience as a customerservice associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new CustomerService Associate on the team. We will make sure you are prepared to grow your Restaurant career with us.
Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team!
Qualities of awesome Canes CustomerService Associate:
Team player
Excellent communicator
Happy, Courteous and Enthusiastic
Hard working and attentive
Responsible and dependable
Authentic and genuine
Takes pride in doing a good job
Benefits available for hourly Crew:
Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection
OnePass Gym Membership Program
401(k) With Safe Harbor Employer Match (age 21 & older)
Access to financial advisors for budget and retirement planning
Crewmember Assistance Program
Education assistance
Pet Insurance
Perks & Rewards for hourly Crew:
Paid Time Off
Closed for all major holidays
Early closure for company events
Casual Work Attire
Flexible Scheduling
Perkspot Employee Discount Program
Must satisfy hours requirement per year
Locations may vary
ESSENTIAL FUNCTIONS OF THE POSITION:
The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Lift and carry, push or pull heavy objects up to 50 pounds
Kneel, bend, twist or stoop
Ascend or descend stairs
Reach and grasp objects (including above head and below waistline)
Excellent verbal and written communication
Ability to show up to scheduled shifts on time
Cleaning tables, floors and other areas of the Restaurant
Taking orders from Customers and processing payments efficiently
Follow proper safety procedures when handling and/or preparing food
Ability to multitask
ADDITIONAL REQUIREMENTS:
Must be 16 years of age or older
Provide all Customers with quick and friendly service
Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service
Work under pressure and at a fast pace
Align with Raising Cane's culture by balancing Working Hard and Having Fun
Take initiative
Comply with Company policies
Raising Cane's appreciates & values individuality. EOE
Customer service representative job in Hollywood, FL
At Memorial, we are dedicated to improving the health, well-being and, most of all, quality of life for the people entrusted to our care. An unwavering commitment to our service vision is what makes the difference. It is the foundation of The Memorial Experience.
Summary
The Patient Financial ServicesRepresentative (PFSR) serves as the first point of contact in greeting patients and guarantors in the hospital, ambulatory or medical office setting. The PFSR engages with the patient or guarantor to obtain pertinent information and answer any questions in an effort to ensure that all required demographic, financial, and insurance eligibility information is gathered and verified. Ensures all required notices and consent forms are signed accordingly.
Responsibilities
Provides exceptional customerservice and ensures all questions and concerns are addressed in a timely and courteous manner. May guide the patient to appropriate destination for services.Obtains pre-certification and authorization.Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active. Determines correct insurance filing order, if multiple insurance coverages are effective for that service.Explains polices including all regulatory and financial consent forms; secures all required signatures.May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals.Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card.May confirm physician and prescription orders ensuring accuracy.May schedule walk-in appointments for services offered.Collects patient out-of-pocket responsibility per collection guidelines. Provides patient estimates as requested. Prepares and balances a daily deposit of all payment collections.
Competencies
ACCOUNTABILITY, ACCURACY & QUALITY, CUSTOMERSERVICE, EFFECTIVE COMMUNICATION, ORGANIZATION SKILLS, PATIENT AND FAMILY CENTERED CARE, PROBLEM SOLVING, PRODUCTIVITY, RESPONDING TO CHANGE, STANDARDS OF BEHAVIOR, TEAM WORK
Education And Certification Requirements
High School Diploma or Equivalent (Required)
Additional Job Information
Complexity of Work: Requires excellent communication skills, critical thinking skills, decisive judgment, and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Ability to work and build relationships collaboratively. Required Work Experience: No experience required. One (1) year of related hospital, medical office, or customerservice experience preferred. Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referrals In the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed.In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Working Conditions And Physical Requirements
Bending and Stooping = 60%
Climbing = 0%
Keyboard Entry = 100%
Kneeling = 0%
Lifting/Carrying Patients 35 Pounds or Greater = 60%
Lifting or Carrying 0 - 25 lbs Non-Patient = 80%
Lifting or Carrying 2501 lbs - 75 lbs Non-Patient = 40%
Lifting or Carrying > 75 lbs Non-Patient = 0%
Pushing or Pulling 0 - 25 lbs Non-Patient = 80%
Pushing or Pulling 26 - 75 lbs Non-Patient = 80%
Pushing or Pulling > 75 lbs Non-Patient = 0%
Reaching = 80%
Repetitive Movement Foot/Leg = 0%
Repetitive Movement Hand/Arm = 80%
Running = 0%
Sitting = 80%
Squatting = 80%
Standing = 80%
Walking = 80%
Audible Speech = 80%
Hearing Acuity = 80%
Smelling Acuity = 0%
Taste Discrimination = 0%
Depth Perception = 80%
Distinguish Color = 0%
Seeing - Far = 80%
Seeing - Near = 80%
Bio hazardous Waste = 60%
Biological Hazards - Respiratory = 60%
Biological Hazards - Skin or Ingestion = 60%
Blood and/or Bodily Fluids = 60%
Communicable Diseases and/or Pathogens = 60%
Asbestos = 0%
Cytotoxic Chemicals = 0%
Dust = 0%
Gas/Vapors/Fumes = 60%
Hazardous Chemicals = 60%
Hazardous Medication = 60%
Latex = 60%
Computer Monitor = 100%
Domestic Animals = 0%
Extreme Heat/Cold = 0%
Fire Risk = 0%
Hazardous Noise = 0%
Heating Devices = 0%
Hypoxia = 0%
Laser/High Intensity Lights = 0%
Magnetic Fields = 0%
Moving Mechanical Parts = 0%
Needles/Sharp Objects = 60%
Potential Electric Shock = 0%
Potential for Physical Assault = 40%
Radiation = 0%
Sudden Decompression During Flights = 0%
Unprotected Heights = 0%
Wet or Slippery Surfaces = 40%
Shift
Primarily for office workers - not eligible for shift differential
Disclaimer: This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to indicate the general nature and level of work performed by employees within this classification.
Wages shown on independent job boards reflect market averages, not specific to any employer. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process.
Memorial Healthcare System is proud to be an equal opportunity employer committed to workplace diversity.
Memorial Healthcare System recruits, hires and promotes qualified candidates for employment opportunities without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability, genetic information, or any factor prohibited by law.
We are proud to offer Veteran's Preference to former military, reservists and military spouses (including widows and widowers). You must indicate your status on your application to take advantage of this program.
Employment is subject to post offer, pre-placement assessment, including drug testing.
If you need reasonable accommodation during the application process, please call ************ (M-F, 8am-5pm) or email *******************************
$29k-39k yearly est. 4d ago
Front Desk Representative
Pride Health 4.3
Customer service representative job in Plantation, FL
Pride Health is hiring a ENTRY Phlebotomist I/CSR to support our client's medical facility in the Plantation FL 33322 location. This is a 4-month assignment with the possibility of a contract-to-hire opportunity, and it's a great way to start working with a top-tier healthcare organization!
Job Title: ENTRY Phlebotomist I/CSR
Location: Plantation FL 33322
Duration: 4 Months+
Pay rate: $17.75 per hour
Schedule: eastern- 6:00am- 3:00pm and every Saturday 6:30am-11:00am.
*The salary is determined by an individual's level of experience, as well as any relevant licenses and certifications they may hold.
#### **About the Role**
We're seeking a **Patient ServicesRepresentative I (PSR I)** to join our healthcare team. This entry-level position is ideal for someone who is passionate about providing excellent patient care and eager to grow into a career in **phlebotomy**.
As the first point of contact for patients, you'll play a vital role in creating a welcoming, professional, and compassionate environment. You'll assist patients during check-in, answer questions, maintain the integrity of the waiting area, and support phlebotomy staff as needed. Over time, you'll be trained in phlebotomy to expand your skills and advance your career in healthcare.
---
#### **Key Responsibilities**
* Greet and assist patients upon arrival, ensuring a friendly and supportive experience.
* Manage patient check-ins via kiosk or tablet, addressing any concerns with care and accuracy.
* Maintain a clean, organized, and professional front desk and lobby area.
* Learn and develop phlebotomy skills to assist with specimen collection when needed.
* Once trained, perform specimen collection and processing following established procedures.
* Ensure accuracy and confidentiality in all patient interactions and documentation.
* Support daily operations, adhering to schedules, safety protocols, and quality standards.
* Represent the organization positively to patients, colleagues, and the public.
---
#### **Qualifications**
**Education:**
* High school diploma or equivalent **(required)**
**Experience:**
* 1-2 years of **client-facing customerservice experience** (e.g., retail, hospitality, healthcare, etc.) **required**
* **No prior phlebotomy experience necessary** - training provided
* Basic keyboarding/data entry skills required
---
#### **Ideal Candidate**
* Has a strong passion for helping others and delivering excellent service
* Is dependable, punctual, and maintains a professional demeanor
* Eager to learn new skills, especially phlebotomy
* Can multitask and stay calm under pressure
* Has reliable transportation and lives within a **20-25 minute commute** of the worksite
---
#### **Additional Details**
* Reliable transportation is required (public transit or rideshare is not considered reliable).
* Must be punctual and available for scheduled shifts. Excessive absenteeism or tardiness may result in termination.
* This is a **“Front of House”** position with growth opportunities in **phlebotomy**.
* Candidates not interested in learning phlebotomy should not apply.
---
**If you're looking for a meaningful entry point into the healthcare field with training and growth opportunities, we encourage you to apply!**
---
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.
About Pride Health
Pride Health is Pride Global's healthcare staffing branch, providing recruitment solutions for healthcare professionals and the industry at large since 2010.
As a minority-owned business that delivers exceptional service to its clients and candidates by capitalizing on diverse recruiting, account management, and staffing backgrounds, Pride Health's expert team provides tailored and swift sourcing solutions to help connect healthcare talent with their dream jobs. Our personalized approach within the industry shines through as we continue cultivating honest and open relationships with our network of healthcare professionals, creating an unparalleled environment of trust and loyalty.
Equal Employment Opportunity Statement
As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.
Interested? Apply today!
#INDPHCAlliedHV
$17.8 hourly 5d ago
Customer Retention Specialist - ACA Health Insurance (Licensed)
Better Health Plans
Customer service representative job in Deerfield Beach, FL
Job Title
Customer Retention Specialist - ACA Health Insurance (Licensed)
We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year.
Join a fun, high-energy working environment!
You must hold an active Health Insurance License to be considered for this position.
Key Responsibilities
Policyholder Retention & Support
Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention.
Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget.
Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business.
Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice.
Enrollment & Renewal Assistance
Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods.
Verify and update customer information to maintain accurate records (income, household size, contact details, etc.).
Help members understand important deadlines and the impact of changes on their coverage and subsidies.
Compliance & Documentation
Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications.
Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system.
Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies.
Collaboration & Performance
Work closely with sales, service, and operations teams to ensure a smooth customer experience.
Meet or exceed retention, call quality, and productivity targets.
Provide feedback and insights on customer trends, common issues, and opportunities for process improvement.
Qualifications
Required
Active Health Insurance Producer License in [State] (or ability to obtain prior to start date).
1-2+ years of experience in customerservice, account management, or retention, preferably in health insurance or financial services.
Working knowledge of ACA individual and family plans (on- and off-exchange), or strong willingness to learn quickly.
Strong verbal and written communication skills, with a professional and empathetic phone presence.
Ability to explain complex information in simple, clear language.
Comfortable working with call metrics, KPIs, and performance goals.
Proficiency with basic computer applications and CRM or agency management systems.
Preferred
Prior experience working with ACA enrollments on Healthcare.gov or a state-based marketplace.
Experience in a call center or high-volume customer contact environment.
Bilingual (e.g., English/Spanish) a strong plus.
Core Competencies
Customer Focus: Genuinely cares about helping people maintain appropriate coverage.
Persuasion & Retention Skills: Able to address concerns, handle objections, and present alternatives that keep customers insured.
Detail-Oriented: Accurate with data entry, documentation, and compliance steps.
Problem-Solving: Quickly identifies issues and offers practical solutions.
Resilience: Stays positive and professional when dealing with upset or anxious customers.
Team Player: Collaborates well with colleagues and supports team goals.
Work Environment & Schedule
Monday - Friday 9am - 6pm
Full-time position; extended hours and overtime may be required during peak periods such as Open Enrollment.
Pay
Base of $700 week + commission. $1000+ per week.
$700 weekly Auto-Apply 51d ago
Customer Retention/Billing Specialist
Bob Wylin-State Farm Agency
Customer service representative job in Boca Raton, FL
Job DescriptionROLE DESCRIPTION: State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
RESPONSIBILITIES:
Greet clients, answer phone calls, respond to emails, and handle client inquiries.
Manage schedules, book appointments, and maintain office supplies.
Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
Enter client information into the agency management system and update records as necessary.
Handle billing inquiries, process payments, follow up on overdue accounts.
Act as a liaison between clients and agents, ensuring clear and effective communication.
Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
BENEFITS:
Monthly Bonuses based on performance
Opportunity for advancement
Paid time off
Health Insurance
Retirement Plan
Training & development
QUALIFICATIONS:
Must be able to obtain FL 4-40 CustomerRepresentative License
Knowledge of Citizens and EasyLink a must.
Previous insurance experience preferred (State Farm)
Previous administrative or customerservice experience, preferably in an insurance or financial services setting.
Proficiency in Microsoft Office Suite and familiarity with agency management software.
Excellent verbal and written communication skills.
Strong organizational skills with the ability to multitask and prioritize tasks effectively.
Friendly and professional demeanor with a strong focus on customer satisfaction.
High level of accuracy in data entry and document preparation.
Ability to work independently, handle client issues, and find effective resolutions.
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$26k-34k yearly est. 25d ago
TEAM MEMBER RELATIONS SPECIALIST
Seminole Hard Rock Support Services 4.4
Customer service representative job in Fort Lauderdale, FL
Job Description
Under the direction of the Human Resources Manager, the Team Member Relations Specialist provides expert consultation and professional advice to members of management, assistance to hourly Team Members and is involved in a variety of positive Team Member initiatives.
Responsibilities
• Maintain a working knowledge of industry best practices and be knowledgeable of changing laws pertaining to Human Resources.
• Communicates daily and weekly terminations with appropriate departments and processes in the HRIS system.
• Responsible for managing the Team Member Relations inbox for the department.
• Conducts Team Member related Tier 1 investigations, especially highly sensitive issues that require confidentiality.
• Provides direction, coaching and advisement to Team Members in interpreting and communicating company policies, procedures, and practices as they relate to resolving issues.
• Assists in the coordination of Culture Club events and Team Member assistance programs.
• Utilize the leave administration platform, UNUM, for tracking and reporting Team Member requests and determinations.
• Administer the Exit Interview process, analyze data and generate reports to operators.
• Participate on corporate and business task teams as dictated by departmental needs
• Maintain a high level of confidentiality.
• Champion, within the organization, a commitment to honesty, integrity, and responsible corporate behavior.
• Responsible for managing the recognition programs.
• Assist Team Member Relations Manager's in various tasks and projects.
• Other assignments as directed.
Qualifications
• Minimum two (2) years of Team Member Relations experience.
• Bachelors/associate's degree in HR or related discipline preferred.
• Experience in casino and/or hotel environment preferred.
ADDITIONAL REQUIREMENTS:
• Demonstrate ability to communicate effectively and build strong interpersonal relationships; must be outgoing and approachable.
• Proven problem-solving skills with the ability to think creatively and adapt to unique situations - recognizing that no two challenges are exactly alike.
• Demonstrated experience in Team Member Relations, including handling employee concerns, conflict resolution, and navigating sensitive workplace issues with professionalism and discretion.
• Solid understanding of ADA (American with Disabilities Act) and FMLA (Family and Medical Leave Act) regulations, with practical experience applying these laws in workplace scenarios.
• Results-oriented with a commitment to delivering high-quality work in a fast-paced, high-pressure environment that may be demanding for some.
• Strong organizational skills with the ability to prioritize tasks and manage multiple assignments under tight deadlines.
• Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel.#indeed HRI#zipcorporate#LI-DA
$29k-40k yearly est. 16d ago
Aerospace MRO Customer Service
Terrelonge Staffing
Customer service representative job in North Miami, FL
Terrelonge Staffing is recruiting a dedicated CustomerServiceRepresentative for our MRO client in the aerospace industry. The ideal candidate will have experience in customerservice within an aerospace or technical environment, with a focus on providing exceptional support to clients.
Key Responsibilities:
Serve as the primary point of contact for customers, addressing inquiries and resolving issues related to MRO services.
Process orders, track shipments, and manage customer accounts to ensure satisfaction.
Coordinate with internal teams to ensure timely and accurate delivery of services.
Maintain detailed records of customer interactions and transactions.
Provide clients with regular updates on service status and any changes to their orders.
Qualifications:
Associate degree or equivalent experience in customerservice or a related field.
2-4 years of experience in customerservice within the aerospace industry.
Strong problem-solving skills and attention to detail.
Excellent verbal and written communication skills.
Proficiency in CRM software and Microsoft Office Suite.
$27k-36k yearly est. 60d+ ago
Private Client Experience Specialist - Miami, FL
Jpmorgan Chase & Co 4.8
Customer service representative job in Miami, FL
JobID: 210693182 JobSchedule: Full time JobShift: : Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
* Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
* Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
* Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
* Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
* Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
* Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
* A minimum of two years of financial services experience.
* Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
* A bachelor's degree
* Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$53k-85k yearly est. Auto-Apply 35d ago
Senior Client Specialist
First Horizon 3.9
Customer service representative job in Doral, FL
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 GED and 5+ years of experience or equivalent combination of education and experience
Microsoft Office suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$29k-33k yearly est. 11d ago
Customer Support Specialist
Insight Global
Customer service representative job in Miami Lakes, FL
Required Skills & Experience
2+ years of work experience in Customer Support or CustomerService role
Strong Microsoft Office / Excel - VlookUps and Pivot Tables
Ability to work in a fast-paced environment managing multiple priorities
Strong verbal and written communication
Nice to Have Skills & Experience
Experience with Systems Applications and Processing (SAP)/ERP system
Aerospace industry experience
Data analytics experience
Job Description
Our Aerospace client is looking for Customer Supports Specialists to join their team. This role involves analyzing supplier and customer data related to the ordering and delivery of spare parts, provisioning products, and associated services. Responsibilities include processing returned materials, responding to customer inquiries regarding spare parts requirements, and resolving delivery issues. This positions also entails creating and tracking performance metrics, cultivating strong customer relationships, and developing a deep understanding of the customer's culture and business strategies. This position is offering $21.91/hour.
$21.9 hourly 5d ago
Private Client Experience Specialist - Miami, FL
Jpmorganchase 4.8
Customer service representative job in Miami, FL
Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
A minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
A bachelor's degree
Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process
.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$53k-85k yearly est. Auto-Apply 35d ago
Private Client Specialist
First Horizon 3.9
Customer service representative job in Miami Beach, FL
Provide assistance to the Private Banking Relationship Managers.
Responsibilities:
Review and Fund Loans
Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.
Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services
Authorize payment and fees of private wealth client overdrafts
Approve and process private wealth clients' withdrawals on lines of credit
Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC
Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
Open new accounts and ensure all required documentation is obtained from the client
Process wire requests for clients.
Assist other AAs and other departments with administrative support when needed
Performs all other duties as assigned
Requirements:
High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience
Working knowledge of MS Office Suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$29k-33k yearly est. 11d ago
Learn more about customer service representative jobs
How much does a customer service representative earn in Delray Beach, FL?
The average customer service representative in Delray Beach, FL earns between $20,000 and $35,000 annually. This compares to the national average customer service representative range of $25,000 to $41,000.
Average customer service representative salary in Delray Beach, FL
$27,000
What are the biggest employers of Customer Service Representatives in Delray Beach, FL?
The biggest employers of Customer Service Representatives in Delray Beach, FL are: