Customer Services Specialist
Customer service representative job in Miami, FL
ABOUT THE ROLE
The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments.
KEY RESPONSIBILITIES
Marketing Coordination
Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits.
Lead Social Media Management efforts such as LinkedIn a plus
Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards.
Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking.
Coordinate photography, floor plans, and other creative assets with vendors and internal teams.
Maintain and organize the team's contact database while improving marketing processes for better efficiency and results.
Financial Support
Handle billing, invoicing, and expense reports for the team.
Update and maintain stacking plans and other financial tracking tools in Excel.
Administrative Support
Greet and assist guests; answer and route incoming calls.
Manage incoming and outgoing mail and packages.
Keep Salesforce and other CRM databases accurate and up to date.
Schedule meetings, conference calls, and team activities.
Set up conference rooms and prepare materials for client meetings.
Client Interface
Help prepare materials and presentations for client meetings.
Participate in client pitches as needed.
Coordinate communication and logistics between the team and clients.
Process Management
Work closely with the team to manage all active projects and client assignments from start to finish.
Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks.
Anticipate next steps and help keep the team organized and accountable.
Serve as the central point of coordination for ongoing projects and team priorities.
Partner with other Client Services Specialists and Operations staff on office-wide initiatives.
Qualifications
Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field).
Professional, proactive, and able to work both independently and as part of a team.
Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important.
Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce.
Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus.
Excellent written and verbal communication skills.
Strong organizational skills, attention to detail, and the ability to handle multiple priorities.
WHY JOIN US?
Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate.
Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.
Inside Sales Representative
Customer service representative job in Fort Lauderdale, FL
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
Inside Sales Representative
Customer service representative job in Boca Raton, 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.
Patient Experience Representative
Customer service representative job in Cutler Bay, FL
Banyan Health Systems has been serving Miami-Dade and Broward Counties since 1970. We provide quality, individualized care to each of our patients. Our system of integrated health services brings together specialized psychiatric care, primary care, pediatrics, geriatrics, and an extensive program of residential and outpatient substance abuse & behavioral health services under one umbrella. At Banyan Health Systems, we believe when individuals are healthy and strong, our communities are better for it.
We are currently looking for individuals who share our mission of integrating primary and behavioral health care while providing access to all individuals. We focus on providing quality and compassionate care in order to assist our patients in living their best life. We are dedicated to the endless pursuit of excellence and treat everyone with dignity, humanity, and respect.
If you share these beliefs and want to join us to make a difference, please take some time to read the post below.
REESPONSIBILITIES:
The Patient Experience Representative is responsible for providing support through our patient-centered approach to deliver integrated information and customer service while providing administrative and clerical support to the specific assigned department. The principal functions of the position identified shall not be considered as a complete description of all the work requirements and expectations that may be inherent in the position.
Essential Functions:
Welcomes patients and visitors by greeting patients and visitors, in person or on the telephone; answering or referring inquiries to the proper party.
Performs general administrative duties as required: preparing letters, memoranda and reports answering telephone, preparing incident reports, photocopying, etc.
Works with the treatment team, facilitating interaction and communication between team members for the overall benefit of the person served.
Monitor scheduled appointments by calling the client in advance - Optimizes client' satisfaction, provider time, and treatment room utilization by scheduling appointments in person or by telephone.
Utilizes automated (or if unavailable, manually) computer software to schedule appointments, take messages for physician visits and services, and effectively communicates such information to the appropriate party per established protocols or rules of client.
Assist the physician or registered nurse in each assign clinic by organizing the schedule, preparing forms, calling clients, etc.
Education and/ or Experience:
High School Degree required / 1 to 2 years of Physician Practice Front Office and Medical Billing, or Hospital Registration or related experience preferred.
Ability to work on word processing/internet software is needed for this position.
Bilingual : English / Spanish
Job Type: Full-time
Benefits:
Dental insurance
Health insurance
Life insurance
Vision insurance
Work Location: In person
Inbound Sales Representative
Customer service representative job in Cutler Bay, FL
Customer Service Representative
Employment Type: Full-time , $17/hr
Supporting: Sales
About Us
We're the largest minority-owned CX provider, delivering digital-first, people-centered experiences for some of the world's most respected brands. For over 25 years, we've been helping businesses solve their toughest customer experience challenges-and we do it better than anyone else.
As a Top Place to Work, we're serious about creating an environment where people show up as their genuine selves. Which means when you succeed, we all do.
Here's What the Job Really Looks Like
You're a natural problem-solver who's good with people. You know how to listen to what someone's really asking for (not just what they're saying), and you can explain solutions in a way that makes sense. You stay calm under pressure, you're detail-oriented enough to keep information accurate, and you genuinely care about leaving customers better off than when they reached out. If that sounds like you, this role is a great fit.
How You'll Make an Impact
Guide customers through questions, concerns, or challenges they encounter while using the product or service
Listen actively to understand the root of the issue and provide clear, effective solutions
Record detailed call information for auditing, reporting, and follow-up purposes
Maintain and update customer records to ensure accurate and current information
Identify opportunities to introduce customers to new or enhanced services that meet their needs
Provide recommendations and guidance in a way that adds value and enhances the overall customer experience
What'll Set You Up for Success
Required:
High school diploma or GED
6+ months of customer service or sales experience preferred
For Internal Candidates:
Must not be on any corrective action or performance plans
Must have held your current position for 6+ months
Must have relevant industry/program experience
Location Note: We're currently hiring for this position in Cutler Bay, Florida.
Why Alorica? Our culture shows up in how we work together, support each other, and show up for our clients. We're bold enough to challenge how things have always been done, committed to delivering results that matter, and passionate about making customer experiences that actually work.
TIDE is our connection group built around real conversations, shared experiences, and genuine belonging. MLBA (Making Lives Better at Alorica) is our employee-led nonprofit where local teams raise funds and support colleagues and communities when it matters most. We don't just talk about culture-we build it, live it, and keep making lives better every day.
What We Offer:
Health, dental, and vision coverage with HSA options
Paid time off
Flexible pay options: daily or weekly pay
401(k) retirement plan
Leadership development programs that really grow your career
Open access courses through Alorica Academy
Paid training and tuition reimbursement
Employee discounts on groceries, travel, insurance, phone plans, health & wellness, pet supplies, and more
Employee assistance program for personal and professional support
Additional voluntary benefits to meet your individual needs
Our Values
Bold - We challenge conventions and take smart risks Relentless - We deliver results, no matter what it takes Connected - We work as One Alorica because we're stronger together True - We show up as our authentic selves, every single day Ready to Join Us? If you're looking for a place where your work matters, your voice is heard, and you can build a real career, let's talk.
Apply Today!
Equal Opportunity Employer - Veterans/Disabled
DISCLAIMER: The above information has been designed to indicate the general nature and level of work performed by employees in this classification.
#AloricaJobs #CallCenter #CustomerServiceJobs
Auto-ApplyCustomer Retention Specialist - ACA Health Insurance (Licensed)
Customer service representative job in Deerfield Beach, FL
Job Title
Customer Retention Specialist - ACA Health Insurance (Licensed)
We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year.
Join a fun, high-energy working environment!
You must hold an active Health Insurance License to be considered for this position.
Key Responsibilities
Policyholder Retention & Support
Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention.
Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget.
Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business.
Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice.
Enrollment & Renewal Assistance
Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods.
Verify and update customer information to maintain accurate records (income, household size, contact details, etc.).
Help members understand important deadlines and the impact of changes on their coverage and subsidies.
Compliance & Documentation
Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications.
Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system.
Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies.
Collaboration & Performance
Work closely with sales, service, and operations teams to ensure a smooth customer experience.
Meet or exceed retention, call quality, and productivity targets.
Provide feedback and insights on customer trends, common issues, and opportunities for process improvement.
Qualifications
Required
Active Health Insurance Producer License in [State] (or ability to obtain prior to start date).
1-2+ years of experience in 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.
Auto-ApplyTEAM MEMBER RELATIONS SPECIALIST
Customer service representative job in Fort Lauderdale, FL
Job Description
Under the direction of the Human Resources Manager, the Team Member Relations Specialist provides expert consultation and professional advice to members of management, assistance to hourly Team Members and is involved in a variety of positive Team Member initiatives.
Responsibilities
• Maintain a working knowledge of industry best practices and be knowledgeable of changing laws pertaining to Human Resources.
• Communicates daily and weekly terminations with appropriate departments and processes in the HRIS system.
• Responsible for managing the Team Member Relations inbox for the department.
• Conducts Team Member related Tier 1 investigations, especially highly sensitive issues that require confidentiality.
• Provides direction, coaching and advisement to Team Members in interpreting and communicating company policies, procedures, and practices as they relate to resolving issues.
• Assists in the coordination of Culture Club events and Team Member assistance programs.
• Utilize the leave administration platform, UNUM, for tracking and reporting Team Member requests and determinations.
• Administer the Exit Interview process, analyze data and generate reports to operators.
• Participate on corporate and business task teams as dictated by departmental needs
• Maintain a high level of confidentiality.
• Champion, within the organization, a commitment to honesty, integrity, and responsible corporate behavior.
• Responsible for managing the recognition programs.
• Assist Team Member Relations Manager's in various tasks and projects.
• Other assignments as directed.
Qualifications
• Minimum two (2) years of Team Member Relations experience.
• Bachelors/associate's degree in HR or related discipline preferred.
• Experience in casino and/or hotel environment preferred.
ADDITIONAL REQUIREMENTS:
• Demonstrate ability to communicate effectively and build strong interpersonal relationships; must be outgoing and approachable.
• Proven problem-solving skills with the ability to think creatively and adapt to unique situations - recognizing that no two challenges are exactly alike.
• Demonstrated experience in Team Member Relations, including handling employee concerns, conflict resolution, and navigating sensitive workplace issues with professionalism and discretion.
• Solid understanding of ADA (American with Disabilities Act) and FMLA (Family and Medical Leave Act) regulations, with practical experience applying these laws in workplace scenarios.
• Results-oriented with a commitment to delivering high-quality work in a fast-paced, high-pressure environment that may be demanding for some.
• Strong organizational skills with the ability to prioritize tasks and manage multiple assignments under tight deadlines.
• Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel.#indeed HRI#zipcorporate#LI-DA
Customer Relation Specialist $50K-$75K
Customer service representative job in Doral, FL
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.
Customer Liaison/Appointment Setters
Customer service representative job in Fort Lauderdale, FL
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
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Customer Relations Specialist
Customer service representative job in Oakland Park, FL
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.
Customer Retention/Billing Specialist
Customer service representative job in Boca Raton, FL
Job DescriptionROLE DESCRIPTION: State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
RESPONSIBILITIES:
Greet clients, answer phone calls, respond to emails, and handle client inquiries.
Manage schedules, book appointments, and maintain office supplies.
Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
Enter client information into the agency management system and update records as necessary.
Handle billing inquiries, process payments, follow up on overdue accounts.
Act as a liaison between clients and agents, ensuring clear and effective communication.
Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
BENEFITS:
Monthly Bonuses based on performance
Opportunity for advancement
Paid time off
Health Insurance
Retirement Plan
Training & development
QUALIFICATIONS:
Must be able to obtain FL 4-40 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 Relations Specialist
Customer service representative job in Miami, FL
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.
Aerospace MRO Customer Service
Customer service representative job in North Miami, FL
Terrelonge Staffing is recruiting a dedicated Customer Service Representative for our MRO client in the aerospace industry. The ideal candidate will have experience in customer service within an aerospace or technical environment, with a focus on providing exceptional support to clients.
Key Responsibilities:
Serve as the primary point of contact for customers, addressing inquiries and resolving issues related to MRO services.
Process orders, track shipments, and manage customer accounts to ensure satisfaction.
Coordinate with internal teams to ensure timely and accurate delivery of services.
Maintain detailed records of customer interactions and transactions.
Provide clients with regular updates on service status and any changes to their orders.
Qualifications:
Associate degree or equivalent experience in customer service or a related field.
2-4 years of experience in customer service within the aerospace industry.
Strong problem-solving skills and attention to detail.
Excellent verbal and written communication skills.
Proficiency in CRM software and Microsoft Office Suite.
Private Client Experience Specialist - Miami, FL
Customer service representative job in Miami, FL
Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
A minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
A bachelor's degree
Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process
.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyInvoice Submission & Dispute Specialist
Customer service representative job in Boca Raton, FL
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)
Dental Call Center Hiring Event
Customer service representative job in Boca Raton, FL
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.
Auto-ApplyPrivate Client Specialist I - Greenville, SC
Customer service representative job in West Palm Beach, FL
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.
Auto-ApplyInbound Sales Representative
Customer service representative job in Cutler Bay, FL
Inbound Sales Agent
Terms: Full-time ; Minimum 6 months customer service experience required
Pay: Make $17/hr plus Weekly Commission! With our top earners pulling in $320 more each week, that's up to $25/hr!
Join Team Alorica
At Alorica, we're redefining what it means to be a global leader in customer service and experience one interaction at a time. With Alorica-at-home and locations in 18 countries around the world, we offer endless career opportunities from customer service, training, and tech support, to management, recruiting, and more. And we're proud to say over 70% of our leaders are promoted from within!
But that's not all…we also provide a full range of benefits to help our employees achieve financial, emotional, mental, and physical well-being including supporting their own communities through Making Lives Better with Alorica (MLBA). MLBA is our award-winning, in-house non-profit charity that's focused on empowering people through mission-focused work.
Job Summary
As part of our team, you'll engage with potential customers, turn every call into a sale, and promote products based on customer needs.
Responsibilities
Engage with potential customers, transforming every call into a meaningful sales opportunity.
Deliver fast, friendly, and accurate service by tailoring solutions to each customer's unique needs.
Promotes and sell products by clearly highlighting their features and benefits, driving customer excitement.
Qualifications
A minimum of 6 months of customer service experience is required
High school diploma or GED
Preferred experience in industries such as insurance, real estate, or other commission-based sales environments
Strong computer navigational skills
Solid business and sales knowledge
Conversational, patient, and confident, with a positive attitude
Ability to build rapport quickly, overcome objections, and be persuasive to finalize the sale
Work Environment
Regular work performed in a climate-controlled, call-center environment.
Ongoing usage of phone and computer systems
Physical Demands
Constant sedentary work
Benefits
Health, dental, and vision coverage/HSA
PTO
Optional daily pay or weekly pay
401K retirement plan
Leadership programs
Paid training and tuition reimbursement
Employee discounts program including but not limited to groceries, travel, insurance, phone plans, health and wellness, and pet supplies
Employee assistance program
Additional voluntary benefits
Next Steps
Place an application
Complete your online assessment
Our team will review your application
If selected to move forward, our team will follow up directly
#AloricaJobs #MiamiDade #Hiring
DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.
Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
Auto-ApplyPrivate Client Experience Specialist - Miami, FL
Customer service representative job in Miami, FL
Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
A minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
A bachelor's degree
Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process .
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
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
Private Client Specialist I - Greenville, SC
Customer service representative job in West Palm Beach, FL
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.