Customer service representative jobs in Delray Beach, FL

Aroma360 is a boutique Scent Marketing and Branding company that specializes in providing the highest-quality essential oil-based scenting solutions to businesses and individuals all around the world. As the only full-service scent company, Aroma360 guides clients from concept and development to strategic implementation while priding themselves on exceptional customer service every step of the way. Aroma360 is continuously raising the bar for healthy scenting solutions in the industry! As an Inside Sales Representative, you'll engage with warm leads generated through website purchases and ongoing marketing campaigns. This is a high-volume, consultative sales role where your ability to build relationships, navigate objections, and close deals directly drives your earning potential. You'll be selling to existing customers-meaning the leads are warm, abundant, and ready for a motivated sales professional like you to turn opportunities into results. Responsibilities & Duties Conduct outbound calls to existing customers, helping them enhance their purchase with additional packages and upgrades. Qualify, prioritize, and nurture leads to maintain a healthy and productive sales pipeline. Use a consultative sales approach to identify customer needs and overcome objections. Consistently meet and exceed weekly and monthly sales targets. Stay informed on our products, services, and promotions to confidently address customer questions. Perform other duties as directed Benefits Generous compensation package with unlimited earning potential. Top performers earn six figures annually through a base salary plus uncapped commissions. Comprehensive health, dental, vision, and 401(k) benefits. Unlimited growth opportunities - we strongly promote from within. A fun, energetic, and supportive team culture - join a team of high achievers! Ideal Candidate Profile Proven phone sales experience, preferably in inside or outbound sales, with a strong track record of closing deals and handling objections. Ability to quickly build rapport and establish trust with customers. Strong communication skills with the confidence to guide calls and close sales. Calm, positive, and professional demeanor throughout the entire sales process. Driven by financial success and motivated to grow within the company. Our organization is an equal opportunity employer and does not discriminate against any candidate based on race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other legally protected characteristics. We are committed to promoting diversity, equity, and inclusion in our workplace and welcome candidates from all backgrounds to apply for any open positions.

Metal Distributor for Marine, Government and Industrial Use We are seeking a dynamic and results driven Inside Sales Representative to join our team. This role involves engaging with potential and existing clients to promote our products and services, primarily through inbound, warm calling, and business development efforts. The ideal candidate will possess strong communication skills, a customer-focused mindset, and an interest in learning the sales process. This position offers an excellent opportunity to develop your sales expertise within a collaborative environment focused on growth and success. This is a Full-Time position in Fort Lauderdale, Florida. Responsibilities Manage inbound inquiries from prospective clients, providing detailed product information and solutions Develop and maintain relationships with clients through effective communication and customer service Collaborate with our internal team to help develop strategies for lead generation and business development Learn and maintain a thorough understanding of our product offerings to effectively communicate value propositions Follow up on leads generated through marketing campaigns or outbound efforts to maximize conversion rates Experience Experience in sales and customer service is preferred but not required Excellent communication skills in English, both written and verbal Ability to work independently while collaborating effectively within a team environment This position is ideal for motivated individuals eager to grow their career in inside sales while contributing to the success of our organization. Job Type: Full-time - In person-Fort Lauderdale, Florida Benefits: *401(k) Matching *Dental Insurance *Paid Time Off *Medical Insurance *Paid Training Vision Insurance

Job Title Customer Retention Specialist - ACA Health Insurance (Licensed) We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year. Join a fun, high-energy working environment! You must hold an active Health Insurance License to be considered for this position. Key Responsibilities Policyholder Retention & Support Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention. Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget. Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business. Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice. Enrollment & Renewal Assistance Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods. Verify and update customer information to maintain accurate records (income, household size, contact details, etc.). Help members understand important deadlines and the impact of changes on their coverage and subsidies. Compliance & Documentation Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications. Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system. Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies. Collaboration & Performance Work closely with sales, service, and operations teams to ensure a smooth customer experience. Meet or exceed retention, call quality, and productivity targets. Provide feedback and insights on customer trends, common issues, and opportunities for process improvement. Qualifications Required Active Health Insurance Producer License in [State] (or ability to obtain prior to start date). 1-2+ years of experience in customer service, account management, or retention, preferably in health insurance or financial services. Working knowledge of ACA individual and family plans (on- and off-exchange), or strong willingness to learn quickly. Strong verbal and written communication skills, with a professional and empathetic phone presence. Ability to explain complex information in simple, clear language. Comfortable working with call metrics, KPIs, and performance goals. Proficiency with basic computer applications and CRM or agency management systems. Preferred Prior experience working with ACA enrollments on Healthcare.gov or a state-based marketplace. Experience in a call center or high-volume customer contact environment. Bilingual (e.g., English/Spanish) a strong plus. Core Competencies Customer Focus: Genuinely cares about helping people maintain appropriate coverage. Persuasion & Retention Skills: Able to address concerns, handle objections, and present alternatives that keep customers insured. Detail-Oriented: Accurate with data entry, documentation, and compliance steps. Problem-Solving: Quickly identifies issues and offers practical solutions. Resilience: Stays positive and professional when dealing with upset or anxious customers. Team Player: Collaborates well with colleagues and supports team goals. Work Environment & Schedule Monday - Friday 9am - 6pm Full-time position; extended hours and overtime may be required during peak periods such as Open Enrollment. Pay Base of $700 week + commission. $1000+ per week.

Job DescriptionROLE DESCRIPTION: State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team. RESPONSIBILITIES: Greet clients, answer phone calls, respond to emails, and handle client inquiries. Manage schedules, book appointments, and maintain office supplies. Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed. Enter client information into the agency management system and update records as necessary. Handle billing inquiries, process payments, follow up on overdue accounts. Act as a liaison between clients and agents, ensuring clear and effective communication. Assist in organizing marketing events, preparing promotional materials, and managing social media accounts. Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters. BENEFITS: Monthly Bonuses based on performance Opportunity for advancement Paid time off Health Insurance Retirement Plan Training & development QUALIFICATIONS: Must be able to obtain FL 4-40 Customer Representative License Knowledge of Citizens and EasyLink a must. Previous insurance experience preferred (State Farm) Previous administrative or customer service experience, preferably in an insurance or financial services setting. Proficiency in Microsoft Office Suite and familiarity with agency management software. Excellent verbal and written communication skills. Strong organizational skills with the ability to multitask and prioritize tasks effectively. Friendly and professional demeanor with a strong focus on customer satisfaction. High level of accuracy in data entry and document preparation. Ability to work independently, handle client issues, and find effective resolutions. If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

Customer Relation Specialist Start Your Career in the Field - No Experience Needed Earn $50K-$75K! Responsibilities: • Canvass local neighborhoods to identify homes with old original windows and roofing • Talk with homeowners about the benefits of brand new impact windows & roofing • Schedule appointments for FREE inspections Qualifications: • No experience required (We'll Train) • Outgoing personality • Strong communication skills • Driven to achieve goals Compensation: • Salary, Commission & Bonus (Earn $50,000 to $75,000 per year) • 5-day work schedule (No Weekends!) • Full training provided • Career growth opportunities Apply Now! Send your phone number and updated resume. Qualified applicants will be contacted for a phone interview.

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

Job DescriptionJoin Vacatia and Deliver Exceptional Experiences for Owners & Guests Location: Current location: Vacation Village at Weston location at 16461 Racquet Club Road Weston Fl 33326 Location will be moving to come February of 2026: 2626 East Oakland Park Blvd Fort Lauderdale, FL 33306 Vacatia is an innovative hospitality company reinventing the vacation rental and ownership experience across discovery, booking, and stay. We're building the next generation of travel lifestyle products; blending technology, hospitality, and design to create smarter, more connected experiences for guests, owners, and partners. We're looking for a detail-oriented, service-driven reservations professional who will support owners and guests through accurate, efficient, and high-quality reservation management across multiple systems and channels. If you thrive in fast-paced environments and excel at solving customer needs with warmth and precision, this is your opportunity to support our frontline commitment to excellence. Why You'll Love Working at Vacatia Build the Future: Support a modern, tech-enabled reservations operation leveraging Salesforce, Cloudbeds, and integrated booking platforms. Impact That Matters: Be the first point of contact delivering a seamless, positive experience for owners, guests, and partners. Innovation at Scale: Work with cross-functional teams and multiple systems to streamline reservations, verifications, rental agreements, and maintenance fee inquiries. Autonomy and Ownership: Own your queue, manage high-volume communication channels, and make service decisions that directly impact the customer experience. Culture of Growth: Join a people-first environment that values learning, collaboration, adaptability, and continuous improvement. Your Impact Manage reservation workflows by processing new bookings, exchanges, modifications, and cancellations across Salesforce, Cloudbeds, and connected platforms. Support owners directly by handling maintenance fee inquiries, account questions, rental agreements, and verification processes. Elevate service delivery by managing high-volume inbound/outbound calls, as well as email and message-based communication channels. Ensure system accuracy by documenting updates, interactions, and reservation details within Salesforce and booking systems. Collaborate cross-functionally with Owner Services, resort teams, and third-party partners to resolve issues and secure smooth arrivals. Adapt quickly during high-demand periods, supporting overflow call volume and shifting priorities with professionalism and poise. What You Bring 1+ year of experience in reservations, hospitality, customer service, travel, or related fields.Timeshare, hotel, or travel agent experience strongly preferred. Strong communication, service mindset, and problem-solving abilities. Ability to manage high call volume while maintaining accuracy and professionalism. Comfort working in Salesforce, Cloudbeds, or similar reservation/CRM systems (preferred). Bilingual English/Spanish strongly preferred. High school diploma preferred. Ability to multitask, learn quickly, and thrive in a fast-paced, evolving environment. Join Us Join us at the start of something big. If you're ready to deliver exceptional owner experiences and be a key part of our high-performing Owner Services team, we'd love to hear from you.

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

Job Description Customer Relation Specialist Start Your Career in the Field - No Experience Needed Earn $50K-$75K! Responsibilities: • Canvass neighborhoods to find old original windows, door, bathroom and damage roofing • Schedule FREE estimate appointments for windows doors, bathroom and roofing • Work outdoors and engage directly with homeowners Qualifications: • Outgoing personality • Strong communication skills • Driven to achieve goals Compensation: • Salary, Commission & Bonus (Earn $50K to $75K per year) • 5-day work schedule (No Weekends!) • Full training provided • Career growth opportunities Apply Now! Send your phone number and updated resume. Qualified applicants will be contacted for a phone interview. #hc214728

Job DescriptionSalary: DOE One Stop Pool Pros Inc., celebrating its 40th Anniversary this year, is the nationally recognized leader in commercial swimming pool and aquatic facility management. We take pride in fostering a collaborative and growth-oriented work environment. With over four decades of operational excellence, our team of aquatic experts has played a pivotal role in setting the standards nationally for all things aquatic. As we continue to expand our operations, we are looking for a highly motivated and detail-oriented individual to join our team as a Customer Relations Specialist. "Dive into Excellence with One Stop Pool Pros Inc." Position Overview: One Stop Pool Pros Inc. is seeking a dedicated and motivated individual to join our team as a Customer Care Specialist in our Oakland Park, FL office. This position offers the opportunity to provide exceptional customer service, facilitate proposals, and support business development efforts. Fluency in English and Spanish is preferred, and experience as a proposal facilitator is a plus. Primary Duties and Responsibilities: Answer phone calls from customers regarding service and work, providing efficient solutions and responses. Write responses to customer solicitations such as daily work bids and Requests for Proposals (RFPs), adhering to RFP style guidelines and meeting all proposal deadlines. Manage field efforts via electronic work order system and associated protocols. Prepare daily follow-up logs for customer approvals and follow up with customers as required. Edit documents for grammar, style, and content, ensuring compliance with RFP instructions. Participate in Technical/Quality Reviews of proposals and assist with proposal production and shipping processes. Develop and maintain databases of responses and work completion. Perform other duties as assigned, including customer follow-up on outstanding approvals. Job Requirements: Strong computer skills, proficiency in cloud systems, and experience with Apple and MAC products. Strong written communication, editing, and interpersonal skills. Proposal experience is a plus, but not required. Experience with Oracle is a plus. Fluency in English and Spanish is preferred. 2-3 years of experience in customer service. 1 year of experience in proposal writing or editing. Exceptional listening, writing, editing, and formatting skills. Physical Requirements: Qualified individuals must be capable of fulfilling the essential duties of the position, with or without reasonable accommodation. If an individual with a disability qualifies for the position, they may request adjustments to the job or work environment to meet their physical needs. We are committed to accommodating such requests, provided they are reasonable and do not pose undue hardship. This position is predominantly sedentary, requiring the ability to work at a keyboard for extended periods with minimal interruption. Proficiency in keyboard operation is essential. Additionally, the role entails working under potentially stressful conditions in a fast-paced and dynamic environment with multiple priorities. Occasionally, the employee may be required to lift objects weighing up to 50 pounds. How to Apply: Interested candidates should submit their resume along with a cover letter expressing their interest in the position. We value diversity and look forward to welcoming talented individuals to our team. Job Type: Full-time References: Required Compensation: Commensurate with Experience Employment Type: Full-time Benefits: Vacation Pay, Sick Pay, Discounted Benefits. This role demands a keen eye for detail, a commitment to quality, and the ability to work effectively within a team. If you possess the required experience and skills, we invite you to apply and be part of our dynamic team dedicated to delivering excellence.

Job Description Customer Relations Specialist - Doral Earn $1,800-$3,200+ WEEKLY • No Experience Needed • Weekly Pay Service Pros Auto Glass is hiring friendly, motivated people to work inside our partnered auto dealerships. If you enjoy talking to people and want a high-earning, entry-level opportunity, this is it. What You'll Do Greet customers in the service drive Identify simple windshield replacement needs (we train you!) Explain options and help schedule service Build relationships with dealership staff Track customer interactions and hit daily/weekly goals What We're Looking For No experience required - we train fast Positive, outgoing, and coachable Strong people skills Valid driver's license & reliable transportation What You Get $1,000-$2,500+ weekly Weekly pay Fast training & clear growth opportunities Supportive, team-first culture Fun team events & bonuses Apply Today Start earning quickly in a role with simple duties, strong support, and excellent weekly pay.

Job Description Invoice Submission & Dispute Specialist Summary: Join a prestigious, fast-paced creditor rights firm renowned for its excellence and growth. We are seeking driven and ambitious individuals to fill the Invoice Submission & Dispute Specialist role. This position entails submitting meticulously prepared invoices to our esteemed clients and expertly resolving any disputes to ensure prompt payment. Our firm offers an environment that emphasizes support, continuous training, and unparalleled opportunities for advancement, fostering a culture where exceptional performance is recognized and rewarded. Essential Duties/Responsibilities: Ensure the accurate submission of meticulously prepared invoices to esteemed clients, preventing financial discrepancies and safeguarding the firm's financial interests. Process and submit all invoices created each day to clients for review and approval within the same day. Assist with the review and resolution of client-disputed invoices to ensure timely payment. Collaborate with billers and the legal department during the invoice remediation process. Engage in billing tasks as required. Audit work performed by billers to ensure accuracy and compliance. Contribute innovative ideas and solutions to special projects assigned by management. Work in a dynamic, fast-paced environment that emphasizes teamwork and excellence. Maintain a high degree of precision and commitment to financial integrity. Qualifications: Required Qualifications: Excellent analytical, deductive reasoning, and decision-making skills Superior time management abilities, multitasking and meeting deadlines effectively Keen attention to detail and commitment to delivering precise, high-quality work Preferred Qualifications: Familiarity with Quality Assurance and/or Quality Control principles Previous background in the Legal field and/or Billing Required Education: -Bachelor's or Associate's Degree strongly preferred (or applicable experience)

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: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Job DescriptionMeet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don't just advise - we educate, empower, and guide families toward financial confidence. Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact. If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is where you need to be. Role: The Client Success Specialist at Guerra Wealth Advisors plays a vital role in strengthening relationships with our clients and prospects. This isn't a call center role - it's a relationship-driven position focused on building trust, gathering meaningful feedback, and generating referrals that help more families secure their financial future. You'll serve as a friendly, professional connection point between our clients and our advisory team - collecting testimonials, reviews, and referrals while ensuring each client interaction reflects the Guerra standard of excellence. Through in-person meetings, phone conversations, and event engagement, you'll help our firm continue to grow through the power of authentic relationships. If you have experience in the financial industry, particularly in retirement planning or investments, and you're looking for a unique opportunity to combine your client service skills with meaningful impact, this may be the perfect fit for you. Responsibilities: Build relationships with prospects and clients through professional, genuine communication. Conduct client experience surveys and quality assurance follow-ups. Collect testimonials, feedback, and reviews that showcase the Guerra client experience. Handle incoming client service calls with warmth, empathy, and efficiency. Proactively identify and pursue referral opportunities from satisfied clients. Coordinate and follow up on each referral to ensure timely outreach and engagement. Support marketing and educational events through pre-qualification calls and attendance. Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm. Maintain accurate and detailed notes in the CRM system. Update client and prospect records, run reports, and support data tracking initiatives. Assist with marketing event preparation and prospect communication via phone, text, and email. Participate in ongoing education and industry training to enhance your knowledge and contribution. Perform other duties as needed to support the firm's client engagement strategy. Requirements: 1+ years of experience in a client-facing role. Experience in lead generation or referral-based roles (preferred). Financial industry or retirement investment experience (preferred). Excellent interpersonal skills with a natural ability to establish rapport and trust. Strong phone presence and confident communication style. Bilingual in English and Spanish (verbal and written) strongly preferred. Tech-savvy with the ability to quickly learn new systems and software. Positive attitude, team-player mindset, and a passion for personal growth. Self-motivated, organized, and driven to exceed expectations. What We Are Expecting: Authentic, lasting relationships that strengthen client trust and satisfaction. A consistent flow of client testimonials, reviews, and referrals. Organized CRM documentation and data accuracy. Visible contribution to firm growth through enhanced client engagement and referral activity. Strong collaboration with advisory, marketing, and leadership teams. Schedule: Full-time, Hybrid role based in Miami, FL (combination of remote and in-office work). Standard weekday schedule, with occasional evening events as assigned. Compensation: $45,000-$65,000 Annually (Base Salary + Commissions + Performance Bonuses) Includes uncapped commission and incentive opportunities based on engagement and referral success. Benefits: Base salary plus uncapped commission and performance bonuses Referral and business development bonuses 401(k) with company match Health/Dental/Vision Plans offered 20+ combined PTO days (vacation, sick, floating holidays, birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for certifications and licenses (Guerra Growth Lab) Career advancement within a growing, established firm Culture of continuous learning and professional growth Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values - they'll live them daily. Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. Your Words Matter: Speak with clarity and intent. Every word builds trust - or breaks it. All for One, One for All: We win together. No egos, no silos - just teamwork and shared accountability. Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. Do the Right Thing: Integrity first, always. Choose what's right over what's easy - even when no one's watching. If you're ready to bring your financial expertise and relationship skills to a firm where experience truly matters, this is your opportunity to make a meaningful impact - for your clients, your career, and your future. Apply today and help us continue redefining client success at Guerra Wealth Advisors. Powered by JazzHR F05BAhqSjg

Job Description Processes telephone calls and reservations in a timely manner following Trump National Doral standards. Answers all telephone calls including reservations and guest inquiries in a friendly and courteous manner, for package reservations, tee times, spa appointments and internal and external communications. EXAMPLES OF DUTIES: ESSENTIAL FUNCTIONS OF RESERVATION CALLS: Answers all reservations, telephone calls and emails in a friendly manner, using clear English communication. When processing emails or listening to callers, ensure a clear understanding of their inquiries and requests. Promptly provides accurate information regarding availability of accommodations and other requested information. Assists other departments such as Sales, Meetings and Conventions and Front Office with reservation related questions. Use proper selling techniques and maintain the utmost in professionalism while personalizing each call. Determine caller's needs through active listening and using probing questions to satisfy and sell to those needs. Processes all group contracts from the Sales Department. Obtains data from various sources, including but not limited to faxes, electronic messages and handwritten lists. Enters all group blocks into reservations computer system and verifies correctness of data entered against the data received. Follow up with the Sales Department regarding all questions that stem from the groups. Monitors group blocks after they have been entered into the computer system. Achieve or surpass all departmental standards in regards to shop scores, calls answered, call conversion. Maintains suite and VIP reservation request process and inventory controls for all suites and other room accommodations, as needed, to maximize revenue and meet guest needs. ESSENTIAL FUNCTIONS OF INTERNAL AND EXTERNAL CALLS and COMMUNICATIONS: Answers calls originating from external and internal sources. Directs the caller to the appropriate extension or room. Verifies last name of guest for all room calls. Assists guests with directions or other requests. Directs hotel staff to assist guests, upon request. Communicates to callers in a clear and concise manner. Inputs/writes messages using proper grammar and spelling. Verifies names and telephone numbers. Properly handles all incoming urgent matters or emergencies for the guests and hotel. Works with hotel management and/or security in order to calmly direct appropriate action. Appropriately documents all emergencies. Greets callers with a friendly and sincere welcome. Uses a positive and clear speaking voice, listen to and understand requests, responds with appropriate action and provides accurate information such on outlet hours, special VIP programs, events, etc. Promptly answers the telephone and web inquiries. Inputs messages into the computer and tells other associates of special guest needs. Retrieves messages and communicates the content to the guest. Enters all guest responses and requests into Alice in order to provide effective and efficient service. Provides a record of all Guest Insights to allow departments to properly research and respond to the guest for any challenges which may occur. Field guest complaints, conducting research to develop the most effective solutions and negotiate results. Listens and extends assistance in order to resolve problems such as price conflicts, insufficient heating or air conditioning, etc. Remains calm and alert especially during emergency situations and heavy resort activity. Plans and implements detailed steps by using experienced judgment and discretion. OTHER: Due to the cyclical nature of the hospitality industry, associates may be required to work varying schedules to reflect the business needs of the hotel. Regular attendance in conformance with the standards, which may be established by Trump National Doral Miami from time to time, is essential to the successful performance of this position. Associates with irregular attendance will be subject to disciplinary action, up to and including termination of employment. SUPPORTIVE FUNCTIONS: In addition to performance of the essential functions, this position may be required to perform a combination of the following supportive functions, with the percentage of time performing each function to be solely determined by the supervisor based upon the particular requirements of the company. Assists office in any other administrative duties as needed. Prepares reports as required. Attends training and meetings as required. Attempts to communicate with guests in guest's native language. Remains calm and alert, especially during emergency and/or heavy hotel activity, and resolves complications such as location changes or credit issues. Summons team members to escort guests to/from their rooms as appropriate. Operates various office machines. Operate facsimile to send and receive transmissions for guests. Notify guests of receipts using a computer system. Call for repair and technical support of all computer based PBX equipment. SPECIFIC JOB KNOWLEDGE, SKILL AND ABILITY: The individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he or she can perform the essential functions of the job, with or without reasonable accommodation. Ability to read, listen and communicate effectively in English. Ability to access read and accurately input information using a moderately complex computer system. Ability to effectively deal with both internal and external guests, some requiring high levels of patience, tact and diplomacy. This involves listening to the nature of the concern, demonstrating empathy with the guest and providing positive and proactive solutions. PHYSICAL REQUIREMENTS: Frequency Key: Never - 0 hours; Rare - up to 1 hour; Occasional - 1-3 hours; Frequent - 3-6 Hours; Constant - 6-8 hours Physical Activity Frequency Sitting Constant Standing Occasional Walking Frequent Climbing stairs Occasional Crouching/Bending/Stooping Rare Reaching Frequent Grasping Frequent Pushing/Pulling Rare Near Vision Constant Far Vision Constant Hearing Constant Talking Constant Taste Never Smell Never Lifting/Carrying (# lbs) Occasional up to 20 lbs. Travel Rare Typing Constant OTHER DUTIES: Assimilate into Trump National Doral Miami Cultural Foundation through understanding, supporting and participating in all elements of the Trump Cornerstones. Demonstrate working knowledge of the service standards. SAFETY REQUIREMENTS: Personal Protective Equipment (PPE) may be required when performing work duties that may have the potential of risk to your health or safety. The hotel will provide the required PPE. Associates will be trained in the proper use and care of any assigned PPE. It is your responsibility to report defective, damaged or lost PPE, or equipment that does not fit properly, to your Manager. QUALIFICATION STANDARDS: EDUCATION High School graduate or equivalent required. EXPERIENCE One to two years of prior Guest Service, Reservations, Front Office or Sales experience is preferred. Prior luxury hospitality experience and previous PBX experience preferred. Ability to speak multiple languages is desirable. LICENSES OR CERTIFICATES None GROOMING/UNIFORMS All employees must maintain a neat, clean and well-groomed appearance. Specific uniform guidelines and/or required articles of clothing will be explained to you as a part of the orientation process. Trump National Doral Miami participates in the federal E-Verify program, an electronic system that verifies employment authorization in the United States by comparing information from an employee's Form I-9, Employment Eligibility Verification, with government databases. The company uses E-Verify only after an employee has accepted a job offer and completed the Form I-9. The company does not use E-Verify to pre-screen job applicants or candidates who have not received a job offer from the company.

Job Title: Reservations Agent Department: Reservations Reports To: Director of Rooms FLSA Status: Non-Exempt The Reservation Agent plays a pivotal role in providing exceptional customer service and efficient reservation processing. This detail-oriented individual assists customers with their booking needs, offering travel suggestions, and ensuring a seamless reservation experience. RESPONSIBILITIES: Assist and advise customers in selecting from a variety of travel options. Make reservations based on customer requirements and budgetary allowances. Check the availability of accommodation or transportation for customers' desired travel dates. Help plan travel itineraries by suggesting local tourist attractions and places of interest. Process payments and send confirmation details to customers. Resolve any issues that may arise with bookings or reservations. Sell and promote reservation services, including additional offerings such as tour tickets, travel insurance, or upgraded accommodations. Answer customer questions about the reservation process. Up-sell when appropriate, informing customers of additional services or special packages. Provide support to customers needing to amend or cancel a reservation. QUALIFICATIONS: Experience working in sales or public relations, preferably in the hospitality or travel industries. Customer service experience. Multi-tasking and time-management skills, with the ability to prioritize tasks. Proficient in Microsoft Office Suite. Data entry experience. Flexible working hours. EDUCATION: High School Diploma / Bachelor's degree in a related field is highly preferred. LANGUAGE SKILLS: Excellent verbal and written communication skills in English and Spanish (preferred). REASONING ABILITY: Excellent verbal and written communication skills, with the ability to interact effectively with guests, associates, and external partners. Ability to work well under pressure and respond quickly and effectively to emergencies. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer or standing for a prolonged time. Must be able to lift up to 15 pounds at times. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This job is primarily performed in an office environment with a moderate noise level. While performing the duties of this job, the employee is required to frequently inspect inside and outside areas of the property location and may be exposed to on-going construction and various weather conditions. The noise level in the work environment may range from moderate to loud. The above job description describes the primary duties and qualifications for this position. The company reserves the right to modify, add, or remove duties and other duties as necessary. This candidate for this position is an at-will employee and subject to termination with or without cause or notice.

Now Hiring Call Center Representatives Sage Dental Support Center 6600 Congress Ave, Suite 150 Boca Raton, FL 33487 Join Sage Dental for our Hiring Event! ✔ Meet our hiring team ✔ 2 week training program ✔ Competitive pay with bonus earning potential ✔ Benefits such as Medical, Vision, and Dental Insurance. PTO and 401k Thursday, January 8th, 2026 9:00 AM-3:00 PM 👉 Bring your resume and meet us in person! Contact **************************** for questions or details.

Greenville, South Carolina, United States of America **Hours:** 40 **Pay Details:** $52,000 - $77,480 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. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Hours: 40 Pay Details: $52,000 - $77,480 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.