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  • Customer Service Representative - PT

    Avis Budget Group 4.1company rating

    Customer support representative job in Miami, FL

    $14.00/hour Monthly Commission OpportunityShift Premium may Apply Immediately hiring! If the idea of spending the day a sitting behind a desk in a call center or working as a cashier in a retail store leaves you feeling bored, join our driven high-energy Avis Budget Group enterprise. What You'll Do: This is an outdoor combination role, where you will assist customers in different parts of the rental or return process on our airport lots. This may include, depending on location, checking cars, entering information in a handheld device, processing rentals of our loyalty customers, assisting customers at our exit gates or checking-in our cars at return, while providing excellent customer service. Perks You'll Get: Bi-weekly hourly wage (New York and Puerto Rico: weekly wage) On the job training Paid time off Medical, dental and other insurance Flexible spending account opportunity to contribute up to $270 as a tax-free benefit for public transportation or parking expenses Retirement benefits (401k) Employee discounts, including discounted car rental and discounted prices on the purchase of Avis/Budget cars * Above perks may vary based on full-time/part-time status and location What We're Looking For: Valid Driver's License Basic computer skills (typing, data entry) Effective verbal communication skills Willingness to work outdoors Flexibility to work all shifts Must be able to type, sit, stand, walk or move throughout rental lot and enter/exit vehicles for prolonged periods and drive a variety of vehicles Must be 18 years of age and legally authorized to work in the United States This position requires regular, on-site presence and cannot be performed remotely 6 months retail customer service experience in a fast-paced environment is a bonus! Who We Are: Here at Avis Budget Group, you will be joining a team of 25,000 driven people, performing with purpose. Together, we're moving the future of transportation forward with our innovative, customer-focused solutions. Our culture is performance driven, where we encourage and support each other to be at our best through leadership, training, tools, and rewards. We are proud to make a positive difference to the lives of our colleagues, customers, and communities where we operate. Avis Budget Group is an Equal Opportunity Employer - Qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other category protected by applicable law. This advertisement does not constitute a promise or guarantee of employment. This advertisement describes the general nature and level of this position only. Essential functions and responsibilities may change as business needs require. The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. This position may be with any affiliate of Avis Budget Group. MiamiFloridaUnited States of America
    $14 hourly Auto-Apply 2d ago
  • Customer Service Representative - PT

    Avis Budget Group 4.1company rating

    Customer support representative job in Fort Lauderdale, FL

    $14.00/hour Monthly Commission OpportunityShift Premium may Apply Immediately hiring! If the idea of spending the day a sitting behind a desk in a call center or working as a cashier in a retail store leaves you feeling bored, join our driven high-energy Avis Budget Group enterprise. What You'll Do: This is an outdoor combination role, where you will assist customers in different parts of the rental or return process on our airport lots. This may include, depending on location, checking cars, entering information in a handheld device, processing rentals of our loyalty customers, assisting customers at our exit gates or checking-in our cars at return, while providing excellent customer service. Perks You'll Get: Bi-weekly hourly wage (New York and Puerto Rico: weekly wage) On the job training Paid time off Medical, dental and other insurance Flexible spending account opportunity to contribute up to $270 as a tax-free benefit for public transportation or parking expenses Retirement benefits (401k) Employee discounts, including discounted car rental and discounted prices on the purchase of Avis/Budget cars * Above perks may vary based on full-time/part-time status and location What We're Looking For: Valid Driver's License Basic computer skills (typing, data entry) Effective verbal communication skills Willingness to work outdoors Flexibility to work all shifts Must be able to type, sit, stand, walk or move throughout rental lot and enter/exit vehicles for prolonged periods and drive a variety of vehicles Must be 18 years of age and legally authorized to work in the United States This position requires regular, on-site presence and cannot be performed remotely 6 months retail customer service experience in a fast-paced environment is a bonus! Who We Are: Here at Avis Budget Group, you will be joining a team of 25,000 driven people, performing with purpose. Together, we're moving the future of transportation forward with our innovative, customer-focused solutions. Our culture is performance driven, where we encourage and support each other to be at our best through leadership, training, tools, and rewards. We are proud to make a positive difference to the lives of our colleagues, customers, and communities where we operate. Avis Budget Group is an Equal Opportunity Employer - Qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other category protected by applicable law. This advertisement does not constitute a promise or guarantee of employment. This advertisement describes the general nature and level of this position only. Essential functions and responsibilities may change as business needs require. The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law. This position may be with any affiliate of Avis Budget Group. Fort LauderdaleFloridaUnited States of America
    $14 hourly Auto-Apply 3d ago
  • Customer Success Specialist

    Gravity It Resources

    Customer support representative job in Miami, FL

    Job Title: Customer Success Specialist Type: Full Time Client Overview: Our client is a Miami-based startup transforming how people interact with government services. Using advanced AI, they streamline complex processes like passports, visas, and vehicle registration - making them faster, easier, and stress-free. Their vision is to make the customer experience seamless through our marketplace of trusted couriers. As a Customer Success Specialist, you will balance quality service with high-volume output - making 150-200 outbound calls per day. It is crucial keeping the conversations focused, efficient, and results-driven. Success in this role means helping customers complete their applications, preventing cancellations or refunds, and maintaining a positive experience throughout. Most customer interactions are managed by our AI platform, in this role you will join a dedicated on-site team that handles escalations, retention outreach, and follow-up calls requiring a human touch. This is a fast-paced, performance-driven position where communication skill, focus, and consistency directly impact success. Being on time, maintaining impeccable attendance, and taking full responsibility for your performance are essential. Responsibilities Make and manage a high volume of outbound calls (150-200 daily) through our AI platform Guide customers through passport, visa, and registration applications Maintain efficient call pacing - balancing quality, empathy, and productivity Focus on retention and refund prevention, resolving concerns quickly Document outcomes and feedback to improve AI workflows and customer experience Collaborate with teammates and product teams to enhance customer journeys Be punctual, reliable, and accountable every day Qualifications 1+ year in a customer success, sales support, or call center environment Proven ability to manage high call volume with professionalism and consistency Strong verbal communication and persuasive problem-solving skills Experience with CRM or AI-driven tools (training provided) Excellent time management - able to stay productive and keep calls concise Dependable, punctual, and responsible with a strong work ethic Positive, team-oriented attitude with a competitive edge Bachelor's degree preferred but not required Must be legally authorized to work in the U.S. (background check required) Compensation & Benefits 💰 $50,000/year 🚗 Parking pass provided 🍳 Complimentary breakfast and snacks 🩺 Aetna Health, Vision, Dental, and Life Insurance 🏖️ 10 PTO days per year + most federal holidays off 📈 Growth opportunities within a high-performing startup Why Join Our Client? You will be part of a team where speed, accountability, and service quality go hand in hand. You will help customers complete essential government services while contributing to a fast-scaling company that blends AI efficiency with human empathy.
    $50k yearly 1d ago
  • Customer Services Specialist

    Savills North America 4.6company rating

    Customer support representative job in Miami, FL

    ABOUT THE ROLE The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments. KEY RESPONSIBILITIES Marketing Coordination Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits. Lead Social Media Management efforts such as LinkedIn a plus Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards. Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking. Coordinate photography, floor plans, and other creative assets with vendors and internal teams. Maintain and organize the team's contact database while improving marketing processes for better efficiency and results. Financial Support Handle billing, invoicing, and expense reports for the team. Update and maintain stacking plans and other financial tracking tools in Excel. Administrative Support Greet and assist guests; answer and route incoming calls. Manage incoming and outgoing mail and packages. Keep Salesforce and other CRM databases accurate and up to date. Schedule meetings, conference calls, and team activities. Set up conference rooms and prepare materials for client meetings. Client Interface Help prepare materials and presentations for client meetings. Participate in client pitches as needed. Coordinate communication and logistics between the team and clients. Process Management Work closely with the team to manage all active projects and client assignments from start to finish. Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks. Anticipate next steps and help keep the team organized and accountable. Serve as the central point of coordination for ongoing projects and team priorities. Partner with other Client Services Specialists and Operations staff on office-wide initiatives. Qualifications Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field). Professional, proactive, and able to work both independently and as part of a team. Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important. Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce. Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus. Excellent written and verbal communication skills. Strong organizational skills, attention to detail, and the ability to handle multiple priorities. WHY JOIN US? Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate. Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.
    $27k-36k yearly est. 1d ago
  • Premium Cruise & Custom Vacation Consultant - Sunrise, FL

    American Express 4.8company rating

    Customer support representative job in Sunrise, FL

    Salary Range\: $20.00 to $33.05 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? This is a critical frontline role in our contact center, answering calls from our premium card members in a high-volume environment. We pride ourselves on delivering a flawless service, as well as creating unique and exclusive experiences for our Platinum Card Members. Our Premium Cruise and Custom Vacation Consultants use their passion for travel to surpass Card Member expectations by designing unforgettable trips and memories for our Platinum Card Members. They are brand ambassadors who take pride in their ability to deliver personalized vacation using our best-in-class service, exclusive programs and premium benefits - inspiring long-term relationships and loyalty along the way. If you have the desire to create extraordinary vacations for our valued Card Members, you are exactly who we are looking for. Delight Card Members with the unforgettable and unexpected. As an American Express Premium Cruise and Custom Vacation Consultant, you never know what your day is going to entail. It could be a cruise, custom vacation, honeymoon, or a reunion to name a few. Here's just some of what you will be doing each day: Deliver world-class customer service in an in-bound, high-volume travel call servicing environment Using your exceptional consulting skills & industry knowledge to design unique travel & lifestyle experiences by expertly booking cruises, custom vacations, hotels, flights, and transportation arrangements anywhere in the world Providing reassurance and creating rapport by listening to needs from the initial inquiry to the welcome home greeting A flair for building long-lasting relationships through exceptional listening and communication Networking with our destination and supplier partners which will enable you to provide extraordinary, perfectly implemented, experiences Communicate new and existing product offerings and value propositions relevant to the Card Member Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach and earning their dedication Minimum Qualifications: Minimum of 1 year of Cruise, Custom Vacations or Agency experience is required Proficient understanding of world geography and emerging travel destinations Resilience and composure to remain positive under pressure and in changing circumstances Strong time management and multi-tasking skills Positive attitude and outlook, demonstrated through desire to learn, willingness to ‘have-a-go' and optimistic teammate Natural communicator with the ability to demonstrate listening skills and able to adapt conversation to suit the situation Technically able and used to using computer applications and personal devices, can navigate PC and basic MS Office easily Ability to thrive in a results-driven environment, with a healthy desire to meet and exceed goals Flexibility to work shifts, including evenings and weekends Hours of Operation (7 days/week): Monday-Sunday; 8\:00am-11\:00pm ET
    $20-33.1 hourly Auto-Apply 60d+ ago
  • TEAM MEMBER RELATIONS SPECIALIST

    Seminole Hard Rock Support Services 4.4company rating

    Customer support representative job in Fort Lauderdale, FL

    Job Description Under the direction of the Human Resources Manager, the Team Member Relations Specialist provides expert consultation and professional advice to members of management, assistance to hourly Team Members and is involved in a variety of positive Team Member initiatives. Responsibilities • Maintain a working knowledge of industry best practices and be knowledgeable of changing laws pertaining to Human Resources. • Communicates daily and weekly terminations with appropriate departments and processes in the HRIS system. • Responsible for managing the Team Member Relations inbox for the department. • Conducts Team Member related Tier 1 investigations, especially highly sensitive issues that require confidentiality. • Provides direction, coaching and advisement to Team Members in interpreting and communicating company policies, procedures, and practices as they relate to resolving issues. • Assists in the coordination of Culture Club events and Team Member assistance programs. • Utilize the leave administration platform, UNUM, for tracking and reporting Team Member requests and determinations. • Administer the Exit Interview process, analyze data and generate reports to operators. • Participate on corporate and business task teams as dictated by departmental needs • Maintain a high level of confidentiality. • Champion, within the organization, a commitment to honesty, integrity, and responsible corporate behavior. • Responsible for managing the recognition programs. • Assist Team Member Relations Manager's in various tasks and projects. • Other assignments as directed. Qualifications • Minimum two (2) years of Team Member Relations experience. • Bachelors/associate's degree in HR or related discipline preferred. • Experience in casino and/or hotel environment preferred. ADDITIONAL REQUIREMENTS: • Demonstrate ability to communicate effectively and build strong interpersonal relationships; must be outgoing and approachable. • Proven problem-solving skills with the ability to think creatively and adapt to unique situations - recognizing that no two challenges are exactly alike. • Demonstrated experience in Team Member Relations, including handling employee concerns, conflict resolution, and navigating sensitive workplace issues with professionalism and discretion. • Solid understanding of ADA (American with Disabilities Act) and FMLA (Family and Medical Leave Act) regulations, with practical experience applying these laws in workplace scenarios. • Results-oriented with a commitment to delivering high-quality work in a fast-paced, high-pressure environment that may be demanding for some. • Strong organizational skills with the ability to prioritize tasks and manage multiple assignments under tight deadlines. • Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel.#indeed HRI#zipcorporate#LI-DA
    $29k-40k yearly est. 11d ago
  • Customer Liaison/Appointment Setters

    Prosolar Companies

    Customer support 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 "}}],"is Mobile":true,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"695094439","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Energy and Utilities"},{"field Label":"Salary","uitype":1,"value":"$700.00 \- $1,500.00 per week"},{"field Label":"City","uitype":1,"value":"Ft. Lauderdale"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33311"}],"header Name":"Customer Liaison\/Appointment Setters","widget Id":"5**********0072311","is JobBoard":"false","user Id":"5**********0611003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"5**********5303009","FontSize":"15","location":"Ft. Lauderdale","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"6axsz9c0875dc492b4426b3232ca0b5a907de"}
    $1.5k weekly 60d+ ago
  • Customer Retention/Billing Specialist

    Bob Wylin-State Farm Agency

    Customer support 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.
    $26k-34k yearly est. 20d ago
  • Client Success Specialist

    Guerra Wealth Advisors

    Customer support representative job in Miami, FL

    If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is where you need to be! ***Searching for someone that has experience gathering client reviews face-to-face, client testimonies, and going after referrals.*** The Client Success Specialist position fosters client and prospect relationships through the collection of testimonials, feedback, referrals and reviews! This person will drive engagement, receive quality leads, and qualify opportunities. This is achieved through different funnels of interaction while maintaining a sharp in-person and phone presence. They will also have excellent listening skills and the ability to build a rapport with our prospects and clients. ***If you have extensive experience in the Financial industry, retirement investment experience and looking for a unique role within this industry then this role might be the perfect match for you!*** Please join us today by applying! Offering all-in potential from $45,000 to $65,000 annually. We offer salary plus commissions plus bonuses. Objectives and Responsibilities Build relationships with prospects and clients Perform quality control surveys Collect client experience testimonials Gather referral opportunities to expand our reach in the community Coordinate and follow up on each client referral Receive incoming client service calls in a friendly manner Input and update notes into CRM and data trackers Maintain professional communication with clients and staff Assist with CRM updates of prospects information including entering notes, creating contacts, running reports, communicating via phone, text message, and email Assisting in the preparation of the marketing events including contacting and prequalifying all potential clients and attending the events Attend marketing/educational events Pursue ongoing education to enhance industry relevant knowledge Other duties as assigned, which may be subject to change based on the needs of the organization Experience 1+ years of experience in a client facing role Experience in a lead generation role (preferred) Financial industry experience and knowledge (preferred) Excellent interpersonal skills with the ability to establish rapport and trust with clients Strong phone presence Bilingual in English and Spanish with strong verbal and written communication skills in both languages Must be a go-getter, team-player, and hungry for knowledge and growth! Tech-savvy with the ability and willingness to learn new systems, softwares and processes Benefits Base salary plus uncapped commission structure Performance bonuses and team incentives Referral bonuses for business development 401(k) with company matching Health insurance reimbursement program 20+ PTO days combined (PTO, sick, floating holidays, paid holidays and birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for industry certifications and licenses Ongoing education and skill development opportunities Career advancement within a growing, established firm Ready to bring your financial expertise to a role where experience matters? Join a team that values your professional background and offers the opportunity to make a meaningful impact on clients' financial futures while building your own career growth. Apply today to learn more about this unique opportunity! About Guerra Wealth Advisors Guerra Wealth Advisors is a leading Retirement Planning Firm with over 30+ years of experience, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country. Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company's goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.
    $45k-65k yearly Auto-Apply 60d+ ago
  • PBX/Reservation Agent

    LR Palm House LLC

    Customer support representative job in Palm Beach, FL

    Job DescriptionDescription: The PBX/Reservation Agent at Palm House plays a vital role in delivering a seamless and personalized experience for guests from their very first interaction. Acting as both the primary reservation coordinator and front-line communicator, this role ensures accurate bookings, attentive guest service, and smooth internal communication. The ideal candidate is detail-oriented, articulate, and customer-focused, with experience in luxury hospitality and proficiency with hotel reservation systems such as Opera. This position upholds the highest standards of service, reflecting Forbes-level excellence in every guest interaction. Key Responsibilities: Reservation Management: Handle all guest reservation inquiries received via phone, email, or online channels. Accurately enter, update, and manage individual and group bookings in Opera or an equivalent reservation system. Communicate booking confirmations and modifications promptly to guests and relevant departments (Front Office, Housekeeping, Sales). Monitor availability and inventory across room categories to maximize occupancy and revenue, in coordination with Revenue Management. Maintain knowledge of all room types, amenities, packages, rates, and promotions to upsell appropriately. Guest Relations & Service: Serve as the first point of contact for guests, providing courteous, professional, and knowledgeable service. Respond to special requests (room preferences, early arrivals, amenities) and note appropriately in guest profiles. Resolve booking conflicts or guest issues professionally, escalating to leadership when necessary. Build rapport with repeat guests and assist in developing guest profiles for future personalization. Coordinate with the concierge or guest services team for pre-arrival planning or VIP arrangements. PBX & Communication Duties: Manage incoming calls through the PBX system efficiently, directing calls accurately and providing information to guests or internal teams. Provide prompt and professional phone service, representing the Palm House brand with luxury-level service standards. Assist in managing internal communication and guest requests routed through the PBX system. Administrative & Reporting: Assist with daily and weekly reservation reports for occupancy forecasting, arrivals, and cancellations. Work closely with the Sales team on group blocks, rooming lists, and VIP reservations. Monitor and reconcile third-party bookings to ensure rate parity and accuracy. Maintain reservation records in compliance with privacy and data protection policies. Qualifications: High school diploma or equivalent required; associate or bachelor's degree in Hospitality Management, Business, or related field preferred. 1-2 years of experience in hotel reservations, front office, or customer service-preferably in a luxury hotel setting. Proficiency with Opera, booking engines, PBX systems, and Microsoft Office Suite. Strong communication, interpersonal, and problem-solving skills. Ability to multitask in a high-pressure, detail-driven environment. Passion for luxury service and guest satisfaction consistent with Forbes standards. Physical Requirements: Ability to sit for extended periods while working at a desk or computer. Manual dexterity to operate office equipment, including phones, keyboards, and printers. Ability to lift up to 10 pounds occasionally (e.g., office supplies or materials). Ability to work flexible schedules, including weekends or holidays as business needs dictate. Requirements:
    $24k-32k yearly est. 12d ago
  • Reservation Agent

    Gale Hotels

    Customer support representative job in Miami, FL

    Job Title: Reservations Agent Department: Reservations Reports To: Director of Rooms FLSA Status: Non-Exempt The Reservation Agent plays a pivotal role in providing exceptional customer service and efficient reservation processing. This detail-oriented individual assists customers with their booking needs, offering travel suggestions, and ensuring a seamless reservation experience. RESPONSIBILITIES: Assist and advise customers in selecting from a variety of travel options. Make reservations based on customer requirements and budgetary allowances. Check the availability of accommodation or transportation for customers' desired travel dates. Help plan travel itineraries by suggesting local tourist attractions and places of interest. Process payments and send confirmation details to customers. Resolve any issues that may arise with bookings or reservations. Sell and promote reservation services, including additional offerings such as tour tickets, travel insurance, or upgraded accommodations. Answer customer questions about the reservation process. Up-sell when appropriate, informing customers of additional services or special packages. Provide support to customers needing to amend or cancel a reservation. QUALIFICATIONS: Experience working in sales or public relations, preferably in the hospitality or travel industries. Customer service experience. Multi-tasking and time-management skills, with the ability to prioritize tasks. Proficient in Microsoft Office Suite. Data entry experience. Flexible working hours. EDUCATION: High School Diploma / Bachelor's degree in a related field is highly preferred. LANGUAGE SKILLS: Excellent verbal and written communication skills in English and Spanish (preferred). REASONING ABILITY: Excellent verbal and written communication skills, with the ability to interact effectively with guests, associates, and external partners. Ability to work well under pressure and respond quickly and effectively to emergencies. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer or standing for a prolonged time. Must be able to lift up to 15 pounds at times. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This job is primarily performed in an office environment with a moderate noise level. While performing the duties of this job, the employee is required to frequently inspect inside and outside areas of the property location and may be exposed to on-going construction and various weather conditions. The noise level in the work environment may range from moderate to loud. The above job description describes the primary duties and qualifications for this position. The company reserves the right to modify, add, or remove duties and other duties as necessary. This candidate for this position is an at-will employee and subject to termination with or without cause or notice.
    $24k-32k yearly est. 59d ago
  • Reservations Agent

    Career Opportunities With Grand Beach Hotel Miami Beach

    Customer support representative job in Miami Beach, FL

    Reservations Agent Department: Sales & Marketing The Reservations Agent will handle all incoming calls with efficiency and professionalism, be able to make reservations, and cancellations, and answer questions on rates, hotel facilities, services, and special promotions. Job Specifications Qualifications Minimum 1-year experience in Reservations, Sales, or Front Office experience at a comparable quality property preferred Must speak English fluently. Bilingual Spanish, Portuguese, and French preferred Knowledge of Opera a plus General knowledge of hotel departments preferred Excellent communication skills - oral and written Excellent communication skills, including the ability to speak, read and write fluently in English. Being Bi-lingual is a plus. Excellent guest service skills; Strong Customer Service background. Ability to work a flexible schedule to include weekends and holidays Job Duties Job Specific Answer all phone calls routed to the reservation department and assist the caller using proper phone technique. Use proper selling techniques and maintain the utmost professionalism while personalizing each call. Process all reservation requests, including changes and cancellations, by phone, fax, or other channels. Determine caller's needs through active listening and using probing questions to satisfy and sell to those needs. Must maintain a basic knowledge of revenue management techniques and must realize their impact. Assist with monitoring room inventory when Revenue Manager is not present. Run arrival reports from all channels and ensures all reservations have been entered correctly. File and organize all paperwork. Work closely with Front Office and Sales Department. General Promotes and applies teamwork skills at all times. Notifies appropriate individuals promptly and fully of problems and/or unusual matters of significance. Is polite, friendly, and helpful to guests, management, and fellow Team Members Executes emergency procedures in accordance with hotel standards. Complies with required safety regulations and procedures. Attends appropriate hotel meetings and training sessions. Maintains cleanliness and excellent condition of equipment and work area. Complies with hotel standards, policies, and rules. Recycles whenever possible. Remains current with hotel information and changes Complies with hotel uniform and grooming standards Within the first 30 days must be able to perform to standard all activities on the New Hire Training Checklist.
    $24k-32k yearly est. 60d+ ago
  • Client Specialist III

    Amerantbank

    Customer support representative job in Coral Gables, FL

    The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; Monitor and manage overdrafts and past-due reports, which may include calling the customers; Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; Prepare minimum balance covenant certificates; Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; Review post-closing loan documentation collection and verification to maintain adequate quality controls; Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
    $27k-50k yearly est. Auto-Apply 56d ago
  • Client Specialist III

    Amerant Bancorp Inc.

    Customer support representative job in Coral Gables, FL

    The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: * Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; * Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; * Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; * Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; * Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; * Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; * Monitor and manage overdrafts and past-due reports, which may include calling the customers; * Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; * Prepare minimum balance covenant certificates; * Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; * Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; * Review post-closing loan documentation collection and verification to maintain adequate quality controls; * Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
    $27k-50k yearly est. 17d ago
  • Invoice Submission & Dispute Specialist

    Robertson, Anschutz, Schneid, Crane & Partners, PLLC 3.7company rating

    Customer support 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)
    $37k-64k yearly est. 24d ago
  • New Client Onboarding Specialist

    Smartx Advisory Solutions

    Customer support representative job in West Palm Beach, FL

    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.
    $27k-50k yearly est. 60d+ ago
  • Reservations Agent

    Daily Management Inc. 3.9company rating

    Customer support representative job in Weston, FL

    The Reservation Agent will handle all incoming and outgoing calls with efficiency and professionalism. Essential Duties and Responsibilities Previous Experience- Timeshare/Hotel, Travel Agent, Customer Service/Hospitality. Professional, Strong inter-personal skills, with an ability to effectively communicate in English and Spanish both verbally and in writing. Ability to think quickly and strategically to solve problems with exceeding expectations as the result. Adapt to change with ease and able to handle many tasks simultaneously. Handle high volume of incoming and outgoing calls. Proficient in typing, Microsoft Word, Excel and PowerPoint, etcetera. Must have flexible availability and can work with rotating weekends. Education and/or Experience To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EOE/D/V
    $26k-32k yearly est. Auto-Apply 60d+ ago
  • Invoice Submission & Dispute Specialist

    Us Default Group Inc. 4.2company rating

    Customer support representative job in Boca Raton, FL

    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)
    $28k-48k yearly est. Auto-Apply 60d+ ago
  • Wealth Management Client Specialist

    First Horizon Bank 3.9company rating

    Customer support representative job in Fort Lauderdale, FL

    The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. **Essential Duties and Responsibilities** : - Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. - Extensive client contact , involved in all activities that align with prospective and existing clients - Performs account maintenance including money transfer requests, address changes, etc. - Serves as liaison and between sales team, compliance, and other business lines throughout the firm - Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures - Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation - May attend client meetings, prospect meeting, and client/marketing events - Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. - Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support - Fulfill financial advisor requests and resolve service-related issues and inquiries - Process tasks and resolve issues in a timely and accurate manner - Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times - Maintain a focus on continuous improvement and provides feedback on system enhancements - Master technology to ensure it is being used to its full benefit **Qualifications** : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $29k-33k yearly est. 47d ago
  • Private Client Specialist I - Greenville, SC

    TD Bank 4.5company rating

    Customer support 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.
    $28k-32k yearly est. Auto-Apply 5d ago

Learn more about customer support representative jobs

How much does a customer support representative earn in Davie, FL?

The average customer support representative in Davie, FL earns between $26,000 and $45,000 annually. This compares to the national average customer support representative range of $29,000 to $47,000.

Average customer support representative salary in Davie, FL

$34,000

What are the biggest employers of Customer Support Representatives in Davie, FL?

The biggest employers of Customer Support Representatives in Davie, FL are:
  1. NuVision Engineering
  2. Johnstone Supply
  3. Embraer S.A
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