Customer service representative jobs in Port Saint Lucie, FL - 615 jobs

Our client is seeking a Client Service Representative to join their team! This position is located in North Palm Beach, Florida. Execute and submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues Handle paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet Develop strong understanding of the required steps involved in each request, communicating with relationship management and NCSS teams as needed to obtain information necessary to properly execute requested activities Maintain strong understanding of policies and procedures, addressing the requirements of each activity in a timely manner and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines, promptly escalating any issues or concerns to management Develop strong knowledge of various business applications critical to client and account servicing, including online tools, and actively seek to expand knowledge of the latest enhancements to company partner and client technology and systems to maintain the highest standards of service Assist with the maintenance and servicing of Safe Deposit Boxes in offices where available Stay informed of new and existing company and Wealth Management products, services, and compliance requirements to respond to client inquiries and assist in recommending services that help expand overall client relationships Monitor banking reports and provide assistance with banking audits as directed by the Team Leader or Manager Desired Skills/Experience: Knowledge of federal regulation banking guidelines banking operations products and services acquired through related work experience is preferred Strong client service skills problem solving and organizational skills are required to identify research and resolve requests Ability to think critically and to work well independently and as part of a team Strong verbal and written communication skills Benefits: Medical, Dental, & Vision Insurance Plans Employee-Owned Profit Sharing (ESOP) 401K offered The approximate pay range for this position is between $12.00 and $17.13. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovation, technology, and tailored solutions. We serve customers in retail, wholesale and banking sectors through in-depth consultations. We ensure every security need is met and exceeded every step of the way. Join our Phenomenal team today! Job Description Deposita, an Allied Universal Company, is hiring a Customer Experience Representative. The Customer Experience Representative is a part of a dynamic, customer focused team and plays a pivotal role in providing the highest quality customer experience to our customers. Must be able to attend in-person training in Jupiter, Florida for at least 45 days Remote Work possible after successfully completing 45 days in office training (Jupiter, Florida) and meeting required metrics with occassional in office meetings/trainings. Intial Training will be in Jupiter, Florida Starting Rate at $17.00 per hour, with increased rate for bilingual FRENCH (CANADIAN) and/or Spanish speaking representatives of $18.00 per hour IDEAL CANDIDATES SHOULD HAVE A MIMIMUM OF 2 YEAR TECHNICAL CUSTOMER SERVICE CALL CENTER EXPERIENCE IN A B2B ENVIORNMENT. RESPONSIBILITIES: Identify customers' needs, clarify information, provide direct support or guidance toward to resolution Tackle a variety of problems in technical systems with skill and accuracy Create cases for all calls and emails received, enter the history of the problem, all steps taken, and subsequent resolution if resolved at the Help Desk or escalate to appropriate next level Willingness and Ability to be cross trained in other areas of the department Consistently demonstrate effective personal performance that positively impacts the departmental performance metrics are met through effective personal work performance QUALIFICATIONS (MUST HAVE): High school diploma or equivalent Minimum of two (2) years of work experience in a Technical Customer Service Call Center Stable work history must demonstrate each of the following: Strong understanding of customer service and customer relations Highly motivation and strong desire to learn Ability to exercise good judgment and decision-making Familiarity with creating cases and case numbers and escalations to Senior team members, departments, and vendors using CRM and other systems Effective written and oral communication skills Able to assess and evaluate situations effectively Skilled in identifying critical issues quickly and accurately Able to write informatively, clearly, and accurately Problem solving and analytical skills Ability to work in a team environment PREFERRED QUALIFICATIONS (NICE TO HAVE): Experience in a technical support role, or other technical experience Associate's degree in information technology, Computer Science, or a related field Basic understanding of software/hardware troubleshooting Experience in Service Now and TalkDesk Experience in retail cash offices BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1499177

Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovation, technology, and tailored solutions. We serve customers in retail, wholesale and banking sectors through in-depth consultations. We ensure every security need is met and exceeded every step of the way. Join our Phenomenal team today! Job Description Deposita, an Allied Universal Company, is hiring a Customer Experience Representative. The Customer Experience Representative is a part of a dynamic, customer focused team and plays a pivotal role in providing the highest quality customer experience to our customers. Must be able to attend in-person training in Jupiter, Florida for at least 45 days Remote Work possible after successfully completing 45 days in office training (Jupiter, Florida) and meeting required metrics with occassional in office meetings/trainings. Intial Training will be in Jupiter, Florida Starting Rate at $17.00 per hour, with increased rate for bilingual FRENCH (CANADIAN) and/or Spanish speaking representatives of $18.00 per hour IDEAL CANDIDATES SHOULD HAVE A MIMIMUM OF 2 YEAR TECHNICAL CUSTOMER SERVICE CALL CENTER EXPERIENCE IN A B2B ENVIORNMENT. RESPONSIBILITIES: Identify customers' needs, clarify information, provide direct support or guidance toward to resolution Tackle a variety of problems in technical systems with skill and accuracy Create cases for all calls and emails received, enter the history of the problem, all steps taken, and subsequent resolution if resolved at the Help Desk or escalate to appropriate next level Willingness and Ability to be cross trained in other areas of the department Consistently demonstrate effective personal performance that positively impacts the departmental performance metrics are met through effective personal work performance QUALIFICATIONS (MUST HAVE): High school diploma or equivalent Minimum of two (2) years of work experience in a Technical Customer Service Call Center Stable work history must demonstrate each of the following: Strong understanding of customer service and customer relations Highly motivation and strong desire to learn Ability to exercise good judgment and decision-making Familiarity with creating cases and case numbers and escalations to Senior team members, departments, and vendors using CRM and other systems Effective written and oral communication skills Able to assess and evaluate situations effectively Skilled in identifying critical issues quickly and accurately Able to write informatively, clearly, and accurately Problem solving and analytical skills Ability to work in a team environment PREFERRED QUALIFICATIONS (NICE TO HAVE): Experience in a technical support role, or other technical experience Associate's degree in information technology, Computer Science, or a related field Basic understanding of software/hardware troubleshooting Experience in Service Now and TalkDesk Experience in retail cash offices BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1499177

We are a Call Center in Port Saint Lucie, Florida! We are looking to rapidly grow in order to service our clients in the consumer lending industry. We are seeking highly motivated individuals to join our team! QUALIFICATIONS: Upbeat- energetic personality, excellent verbal communication skills, customer service skills, computer skills, ability to navigate multiple screens at once, professional appearance. Ability to work full-time We are a Call Center in Port Saint Lucie, Florida! We are looking to rapidly grow in order to service our clients in the consumer lending industry. We are seeking highly motivated individuals to join our team! hours without restrictions is necessary. EXPERIENCE: Customer service is a plus Call center experience is a plus Sales experience is a plus Moderate math skills are a must. We take care for our customers with a sense of urgency, all of these abilities are key to take care of our customers with the speed they require. WORK ENVIRONMENT: Typical call center office environment. Fast paced, high customer service demand with a great deal of people interaction. You are helping our customers get the advance that they need! RESPONSIBILITIES: To contact applicants that are in need of a cash advance. Verify the application information, determine acceptable risk of consumer, review the agreement and submit to release the $funds$ !! ~OFFERING~ Full Time - 40 hour work week! $15.00/hour Starting Pay $ Weekly Bonus Incentives$ $Paid Holidays$ $PTO Accrual From First Day$ **Based on your performance you can become eligible for a raise in pay as soon as 90 days into your employment. **

Job Summary : This person must be able to multi-task and function in a fast-paced environment while contributing to a positive environment for patients and staff and participating in problem solving activities. He or she must be detail oriented, sensitive to the patient's needs, and require minimal supervision in order to function efficiently. The person in this position maintains office operations by receiving and distributing communications and serving the patients. He or she works directly with the clinical staff and acts as a liaison between the patient and the provider. This position requires close communication with the patient, nurses, providers, and case managers in order to coordinate care. Communication with and respect for the patient is essential to build rapport. Good patient assessment skills are essential. This person must prioritize tasks and use space and time efficiently. The person in this position must be able to think critically and logically. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. This is a position of trust. Communication: Good oral and written communication skills are required for this position. Information must be exchanged using tact and persuasion appropriately. The person in this position must be able to communicate with the patients, staff, and others; and contribute to a positive environment. The ability to communicate in Spanish, Creole, or both is a plus. Key Responsibilities: Maintains professional behavior, and attitude towards patients, visitors, and coworkers. Answers incoming customer phone calls and take appropriate action for each call. Maintains customer satisfaction ratings based on explicit criteria set forth by the company. Attends mandatory training sessions to stay updated on product or company policy changes. Uses company policies to determine if there can be an immediate resolution to a customer issue or if that issue requires managerial input. Input's data into the company's EHR to keep each patient record updated. Makes, changes, cancels, or edits appointments. Transfers calls as appropriate using switchboard. Strong communication and phone skills. History of success in customer service. Solves customer issues. Upsells customer accounts. Maintains call center database. Relay's information. Upkeep of office equipment. Attends educational offerings as appropriate. Performs other duties and responsibilities as assigned. May occasionally need to travel from one clinic to another for coverage. Education & Training High school diploma or GED required; college degree preferred. Experience: One to three years of progressive work experience in a medical office setting. Requirements: Level 2 background clearance required Must have all necessary vaccinations, a PPD Test done upon hired.

We are looking for a team-player with a positive attitude to play a pivotal role in shaping the experience of our customers. No plumbing experience necessary, just a willingness to learn. Desired skills/characteristics: Willingness to learn Excellent communication Responsible Reliable Active listener Attention to detail Multi-tasking Conflict resolution Job Responsibilities: Answer a high-volume of calls Enter customer information efficiently and accurately Schedule service calls Coordinate scheduling with customers and departments Provide information about services Benefits: Medical, Dental and Vision Insurance 401k Paid Vacation Paid Holidays View all jobs at this company

Application Instructions: It is a requirement to complete the following steps to be considered for an interview for this position: 1. Fill out the Excell Application for work: ************************************************** 2. Fill out two Predictive Index assessments: **************************************************** 3. After you submit the Predictive Index Behavioral Assessment (link above), you will receive an email with a link for a Cognitive Assessment. Please complete the PI Cognitive assessment as well. ***If you do not find the automated email from Predictive Index in your Inbox, please check your Spam/Junk folder in case it ended up there. Summary: The Customer Care & Dispatch Specialist at Excell Refrigeration plays a vital role in ensuring our customers receive outstanding support throughout their journey with us. This position is accountable for overseeing incoming service requests, dispatching technicians based on priority and location, and providing exceptional customer support throughout the service process. The ideal candidate will thrive in a fast-paced environment, demonstrate excellent communication skills, and have keen attention to detail. This position requires a blend of customer service expertise, problem-solving abilities, and logistical coordination to ensure timely and high-quality service delivery. Schedule: Wednesday - Friday 11am-7:30pm Saturday - Sunday 7am - 3:00pm Excell Culture and Perks: Commitment to work-life balance Comprehensive training and professional development opportunities Supportive environment focused on your success and well-being Culture of excellence fostering teamwork and accountability Competitive compensation and benefits package Responsibilities: ESSENTIAL JOB DUTIES: Route Planning & Scheduling: Assign technicians to service requests based on severity, ensuring timely response and prioritization according to urgency. Generate service requests and dispatch technicians promptly, ensuring meticulous attention to detail and a high standard of accuracy. Real-Time Problem Solving: Monitor operations in real-time, addressing any delays, cancellations, or rerouting requests promptly to minimize disruptions and maintain service efficiency. Communication: Serve as one of the primary points of contact for drivers, customers, and internal teams, ensuring clear and timely communication. Customer Service: Handle customer inquiries, complaints, and requests, ensuring a high level of service quality and resolving issues as quickly as possible. Administrative Support: Facilitate smooth operations by completing administrative tasks as needed. Qualifications: Completed Predictive Index assessment and employment application Ability to work Wednesday-Sunday Thrives in a fast-paced environment Strong aptitude for following procedures Takes pride and ownership in completing daily tasks Interest in learning and expanding your skills Ability to work independently Proactive team-oriented attitude Proficiency Microsoft Office Suite Clear verbal and written communication skills Detail-oriented and organized with the ability to handle multiple tasks simultaneously Completed Predictive Index assessment and work application Previous experience in customer service is a plus Training in customer service or related fields is a plus Excell Benefits: PTO (paid time off) / 6 paid holidays Competitive pay Group health insurance, dental, vision, short-term disability, and life insurance Supplemental fringe benefits, critical illness, cancer, accident/injury, wellness, disability, life insurance, and gap plan available 401(k) retirement program with company matching dollar for dollar up to 3% of salary NOTE: This job description reflects the company's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Assigned tasks are subject to change at any time due to company discretion, job requirements, reasonable accommodation, or other reasons.

This is an entry-level customer service work handling a high volume of phone calls in the Water Utilities Department, Customer Service Call Center. This position is the first point of contact for internal and external customers. Responsible for handling a high volume of inbound and outbound calls, resolving customer inquiries, opening/closing accounts, and processing payments by telephone. Work is performed under the general supervision of a Utility Customer Service Supervisor. QUALIFICATIONS: Graduation from high school or an equivalent recognized certification; minimum of one (1) year of customer service experience in a call center environment. PREFERENCE FOR EXPERIENCE: Working for a utility; receiving a high volume of calls (must specify the number of calls per day). Also desirable: Bi/trilingual (English/Spanish/Creole). Ability to lift 30 pounds preferred.

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Health insurance Paid time off Profit sharing Training & development Were Hiring: Dynamic Sales & Customer Service Agent! Are you a people person with a passion for turning conversations into opportunities? Do you thrive in a fast-paced environment where your communication skills and energy make a real impact? Were looking for a Sales & Customer Service Agent to join our growing Midas team and help us deliver exceptional experiences to every client. No automotive experience needed we will train you! All you need is a great attitude, strong work ethic, and a goal-driven mindset. Bilingual (Spanish/English) candidates are highly encouraged to apply Spanish a plus! What Youll Do Engage with customers through phone, email, and in person to provide outstanding service. Identify customer needs and recommend products or services that truly fit their goals. Manage incoming leads and close sales with enthusiasm and professionalism. Build lasting relationships that keep clients coming back. Collaborate with the team to meet and exceed sales targets. What Were Looking For Excellent communication and interpersonal skills you love talking to people! A positive, coachable attitude and strong desire to succeed. Proven experience in sales or customer service is a plus (but not required). Goal-oriented and motivated to exceed expectations. Team player who thrives in a dynamic, growth-focused environment. Bilingual (Spanish/English) is a plus and will help you connect with more customers! Why Join Us No automotive experience required full training provided! Competitive base salary + performance-based bonuses Growth opportunities within a supportive, ambitious team. Ongoing training and professional development. If youre ready to build a rewarding career with unlimited potential we want to hear from you!

*Job Fair Wednesday 12/17 10:00am to 2:00pm- Immediate Interviews* $800/week guaranteed - 1st Month* Flexible Scheduling Options* Fantastic, fun, fast paced, diverse culture! Apply today today to secure your interview appointment or walk in between 10:00-2:00 on Wednesday 12/17 The Ed Napleton Automotive Group is looking for our next Call Center Representative/Business Development Representative This is an exciting opportunity in a growing, fast-paced industry. Located at Napleton's Call Center in West Palm Beach, the BDC Representative is responsible for handling internet inquiries and phone leads (NO COLD CALLS,) to generate appointments for the dealership sales departments. Take advantage of this rare opportunity to join one of the country's largest and most successful automotive dealership groups and Apply Today! The Ed Napleton Automotive Group is affiliated with over 25 brands of new vehicles and 50+ dealerships throughout eight states. Our strength comes from the more than 3,500 employees nationwide. We are currently one of the largest automotive groups in the country, providing incredible growth opportunity. What We Offer: $800 per week minimum guaranteed in your first month Opportunity to earn $35,000-$70,000 per year- hourly pay + performance-based commissions. Hybrid schedules available for tenured employees Fun, fast-paced diverse environment Various shifts available with many flexible scheduling options Family Owned and Operated - 90+ years in business! Medical, Dental, and Vision Insurance 401K and additional benefits Paid Vacation and Sick Time Paid Training Discounts on products, services, and vehicles Growth Opportunities Job Responsibilities: Handle incoming and outgoing phone calls and emails Prospect follow-up calls, set appointments for service and sales, and gauge customer satisfaction Answer customer internet inquires by both email and phone Schedule sales appointments and reschedule no show customers Contact customers based on current marketing incentives Follow up with existing and potential customers to generate leads and close sales Explain product performance, application and benefits to prospects and describing all optional equipment available for customer purchase Follow up in a manner that results in the customer visiting the dealership Maintain a prospect and owner follow-up system that encourages repeat and referral business and contributes to customer satisfaction Other duties as assigned by management Job Requirements: Excellent computer skills required. Knowledgeable to call center environment- NO COLD CALLS! Automotive experience is helpful but not required. Able to communicate persuasively with customers to set appointments. Willingness to undergo a background check in accordance with local law/regulations Bilingual a plus We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Are you fluent in Spanish and English? Penske Automotive Group wants YOU to join our team as a Call Center Representative! No experience? No problem! We provide comprehensive training to set you up for success. Join our Business Development Center (BDC) and handle outbound service calls for our dealerships in Florida. Don't miss this opportunity to kick-start your career with us -- apply now! JOIN OUR TEAM As a Bilingual Call Center Representative, you will answer incoming service calls, record, and relay basic vehicle information, offer price quote ranges for services requested, schedule appointments, answer basic maintenance questions, make outbound confirmation calls, and connect customers with service advisors. WHAT WE HAVE TO OFFER Hourly rate plus the opportunity to earn extra in performance-based bonuses. Fortune 500 company, consistently recognized by Automotive News as among the "Best Dealerships to Work For. Comprehensive benefits program, including health care options (medical, dental and vision) and 401k savings and retirement plan with company match. Training, resources and opportunities for career growth and advancement, tailored to individual performance, experience and interests. Values-driven culture built on integrity, professionalism, excellence and teamwork. WHAT WE ARE LOOKING FOR Bilingual in Spanish and English is required. Genuine interest in providing an exceptional customer experience. Friendliness, enthusiasm, reliability, with a positive "team-player" attitude. Excellent communication, interpersonal and organizational skills. Strong work-ethic with the ability to work in a fast-paced, results-driven environment. Prompt responses to internet inquiries with courtesy, accuracy and professionalism. APPLY WITH US! Penske Automotive Group is an equal opportunity employer and maintains a drug- and alcohol-free workplace. All applicants must possess a valid driver's license and have a good driving record.

Company: Earl Stewart Toyota Join Our Team as an Outbound Call Center Representative - No Cold Calling! Are you looking to grow your career in a supportive, people-first environment? At Earl Stewart Toyota, we're offering more than just a job - we're offering a long-term opportunity with real growth, real benefits, and a culture built on respect, innovation, and community. We're currently seeking an Outbound Call Center Representative to join our high-performing customer service team. The best part? No cold calling. Every call you make will be to existing customers - people who already know and trust the Earl Stewart Toyota name. What You'll Get with Us: Paid Vacation - Recharge and come back refreshed. 401(k) Plan - Plan for your financial future. Company-Paid Life Insurance - Peace of mind, covered by us. Health, Dental, and Vision Insurance - Comprehensive options for you and your family. Disability Insurance - We've got your back when life throws a curveball. Access to Company Yacht - Yes, really. Work-life balance matters. Family Fund - Emergency support when you need it most. Personal Days - Flexibility for life outside of work. Wellness Program - Invest in your physical and mental well-being. Paid Maternity/Paternity Leave - Because family comes first. Pet Bereavement Leave - We understand pets are family too. What You'll Be Doing: Making outbound calls to our existing customer base - no cold calling, ever. Inbound support as needed, ensuring accuracy and efficiency in appointment setting and handling of customer requests. Following up on service reminders, special orders, and customer needs to maintain strong relationships. Providing outstanding customer service, answering questions with professionalism and empathy. Helping resolve customer concerns, always with a customer-first approach. Meeting performance goals and earning monthly bonuses for great results. What We're Looking For: Excellent phone and communication skills - friendly, clear, and confident. Strong organization and multitasking abilities. Comfort using computers and scheduling systems. A positive, problem-solving mindset. A team-oriented attitude and willingness to grow with us. Ability to pass a background check and drug screening. Valid driver's license required. Why Choose Earl Stewart Toyota? We don't just sell cars - we're building a workplace community based on trust, transparency, and growth. Our team of over 150 employees - from all walks of life - thrives in a culture of mentorship, continuous improvement, and mutual respect. Whether you're starting fresh or continuing your professional journey, we support you every step of the way. Apply Today! If you're looking for a stable, rewarding role in a customer-focused call center (without the stress of cold calls), we want to hear from you.

Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a New Client Onboarding Specialist to join our Client Success team. This role is focused on ensuring a seamless onboarding experience for new clients, overseeing account activations, and supporting the successful adoption of the SMArtX platform. As a New Account & Implementation Specialist, you will act as the primary liaison between advisors, internal teams, and operations to deliver accurate and efficient new account setups. You will help clients navigate onboarding, manage account-related requests, and ensure long-term success through strong communication, proactive problem-solving, and attention to detail. Responsibilities Guide new clients through the onboarding and implementation process, ensuring smooth adoption of the SMArtX platform. Review and activate new accounts, including account setup, mappings, and required documentation. Enable and disable account trading per advisor requests. Manage account maintenance, including updates, closures, and modifications. Act as the main point of contact between advisors, traders, operations, and portfolio accounting teams for account-related matters. Communicate daily account status updates, maintenance requests, and follow-ups with clients. Collaborate with the implementation team for seamless handoffs during new onboarding. Assist in migrating existing client portfolios to the SMArtX platform. Escalate and resolve extraordinary account circumstances in partnership with internal teams. Prepare and update client-facing and internal documentation to support onboarding and account management processes. Contribute feedback and ideas to improve platform onboarding workflows and client experience. Qualifications Bachelor's degree preferred (Business, Finance, or related field a plus). 1+ years of experience in client success, account management, or client service, preferably in financial services or fintech (not required). Strong organizational skills with the ability to manage multiple client accounts simultaneously. Excellent communication and interpersonal skills; able to liaise effectively between clients and internal teams. High attention to detail and accuracy in handling account data and documentation. Proficiency in Microsoft Office Suite; ability to quickly learn new software. Problem-solving mindset with the ability to resolve client and account-related issues quickly. Self-driven, proactive, and passionate about delivering an outstanding client experience. About SMArtX Advisory Solutions Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We foster a professional yet relaxed atmosphere where motivated individuals thrive and contribute to building strong, long-lasting client relationships.

Job Description Summary: The PAC Onboarding Specialist is responsible for guiding physician practices through the successful onboarding, configuration, and adoption of the Patient Access Center (PAC) platform. This role serves as the primary point of contact for practices during onboarding, ensuring a smooth transition from implementation through steady-state operations. Key Responsibilities Practice Onboarding & Implementation Lead end-to-end onboarding of physician practices onto the PAC platform Coordinate onboarding timelines, milestones, and dependencies across multiple practices simultaneously. Gather and validate practice information (scheduling workflows, call routing preferences, hours, provider templates, EMR details.) Ensure proper PAC configuration aligned to each practice's operational needs. Cross-Functional Coordination Partner with PAC operations, technology, training, and leadership teams to ensure readiness Escalate risks, delays, or practice issues appropriately Coordinate training sessions and go-live support for practice staff Develop, maintain, and distribute performance dashboards and recurring reports to track KPIs to effectively report progress and efficiency of onboardings to management. Adoption & Performance Monitoring Track onboarding progress, completion status, and readiness metrics Monitor early performance indicators post-go-live (call handling, scheduling rates, utilization) Identify adoption gaps and recommend correction actions Document workflows, refine existing and write new SOPs and best practices to support onboarding process. Documentation & Systems Maintain accurate onboarding records in CRM and internal tracking tools Ensure onboarding documentation, workflows, and approvals are complete and compliant Support continuous improvement of onboarding playbooks and processes Qualifications & Experience Required 2+ years of experience in healthcare operations, practice management, onboarding, customer success, or implementation Experience working with physician practices, ACOs, MSOs, or payer environments Strong relationship-building and communication skills High emotional intelligence and empathy for busy medical offices Highly organized with strong follow-up discipline Comfortable managing multiple onboarding workflows in parallel Familiarity with EMRs, front-office workflows, and scheduling processes Experience using CRM tools (e.g., Salesforce) to track progress and outcomes Understanding of HIPAA and healthcare compliance basics Preferred PMP certification of 1-3 years of project management experience Experience onboarding call center, scheduling, or patient access solutions Exposure to value-based care or ACO environments

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.

Job DescriptionSalary: $15.00 Starting Pay We are a Call Center in Port Saint Lucie, Florida! We are looking to rapidly grow in order to service our clients in the consumer lending industry. We are seeking highly motivated individuals to join our team! QUALIFICATIONS:Upbeat- energetic personality, excellent verbal communication skills, customer service skills, computer skills, ability to navigate multiple screens at once, professional appearance. Ability to work full-time We are a Call Center in Port Saint Lucie, Florida! We are looking to rapidly grow in order to service our clients in the consumer lending industry. We are seeking highly motivated individuals to join our team!hours without restrictions is necessary. EXPERIENCE: Customer service is a plus Call center experience is a plus Sales experience is a plus Moderate math skills are a must. We take care for our customers with a sense of urgency, all of these abilities are key to take care of our customers with the speed they require. WORK ENVIRONMENT:Typical call center office environment. Fast paced, high customer service demand with a great deal of people interaction. You are helping our customers get the advance that they need! RESPONSIBILITIES:To contact applicants that are in need of a cash advance. Verify the application information, determine acceptable risk of consumer, review the agreement and submit to release the $funds$ !! ~OFFERING~ Full Time - 40 hour work week! $15.00/hour Starting Pay $ Weekly Bonus Incentives$ $Paid Holidays$ $PTO Accrual From First Day$ **Based on your performance you can become eligible for a raise in pay as soon as 90 days into your employment. **

Overview Deposita(TM), An Allied Universal(R) Company has perfected the art of cash management using world-class innovation, technology, and tailored solutions. We serve customers in retail, wholesale and banking sectors through in-depth consultations. We ensure every security need is met and exceeded every step of the way. Join our Phenomenal team today! Job Description Deposita, an Allied Universal Company, is hiring a Customer Experience Representative. The Customer Experience Representative is a part of a dynamic, customer focused team and plays a pivotal role in providing the highest quality customer experience to our customers. Must be able to attend in-person training in Jupiter, Florida for at least 45 days Remote Work possible after successfully completing 45 days in office training (Jupiter, Florida) and meeting required metrics with occassional in office meetings/trainings. Intial Training will be in Jupiter, Florida Starting Rate at $17.00 per hour, with increased rate for bilingual FRENCH (CANADIAN) and/or Spanish speaking representatives of $18.00 per hour IDEAL CANDIDATES SHOULD HAVE A MIMIMUM OF 2 YEAR TECHNICAL CUSTOMER SERVICE CALL CENTER EXPERIENCE IN A B2B ENVIORNMENT. RESPONSIBILITIES: Identify customers' needs, clarify information, provide direct support or guidance toward to resolution Tackle a variety of problems in technical systems with skill and accuracy Create cases for all calls and emails received, enter the history of the problem, all steps taken, and subsequent resolution if resolved at the Help Desk or escalate to appropriate next level Willingness and Ability to be cross trained in other areas of the department Consistently demonstrate effective personal performance that positively impacts the departmental performance metrics are met through effective personal work performance QUALIFICATIONS (MUST HAVE): High school diploma or equivalent Minimum of two (2) years of work experience in a Technical Customer Service Call Center Stable work history must demonstrate each of the following: Strong understanding of customer service and customer relations Highly motivation and strong desire to learn Ability to exercise good judgment and decision-making Familiarity with creating cases and case numbers and escalations to Senior team members, departments, and vendors using CRM and other systems Effective written and oral communication skills Able to assess and evaluate situations effectively Skilled in identifying critical issues quickly and accurately Able to write informatively, clearly, and accurately Problem solving and analytical skills Ability to work in a team environment PREFERRED QUALIFICATIONS (NICE TO HAVE): Experience in a technical support role, or other technical experience Associate's degree in information technology, Computer Science, or a related field Basic understanding of software/hardware troubleshooting Experience in Service Now and TalkDesk Experience in retail cash offices BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1499177

Full job description Earl Stewart Toyota is hiring for important positions in our North Palm Beach Customer Service Call Center. This position will include on-the-job training. Prior call center experience making outbound calls as well as fielding inbound calls is preferred, but not required. BDC Call Center Agent - Benefits Hourly rate, plus bonus! Family Owned and Operated Medical, Dental, and Vision Insurance 401K and additional benefits Accrued Vacation & Sick Time BDC Customer Care Specialist - Responsibilities Promote and seek out opportunities to deliver a top-notch customer experience Work closely with the BDC Manager to schedule appointments Complete outbound phone calls as assigned by the BDC Manager Answer inbound phone calls Stay informed about product updates Maintain a business casual appearance BDC Customer Care Specialist - Requirements 5-day work week, rotating weekends Mathematical skills to calculate figures and amounts such as discounts and pricing Ability to interpret and follow instructions shared in written, oral, diagram, or schedule appointments Clean driving record & valid driver's license Great customer service skills & motivation to be successful Able to multitask Able to communicate persuasively with customers to set appointments Excellent computer skills required Excellent phone presence Automotive experience helpful but not required Great communication skills 18+ years of age or older Why Choose Earl Stewart Toyota? We don't just sell cars - we're building a workplace community based on trust, transparency, and growth. Our team of over 150 employees - from all walks of life - thrives in a culture of mentorship, continuous improvement, and mutual respect. Whether you're starting fresh or continuing your professional journey, we support you every step of the way. Apply Today! If you're looking for a stable, rewarding role in a customer-focused call center, we want to hear from you.

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.