Customer support specialist jobs in Boynton Beach, FL

Licensed Insurance CSR/Agent (Homeowners-Focused) Full-Time | In-Office | Cooper City, Broward County, FL Do you love helping people, staying organized, and making insurance feel human? We're looking for a friendly, licensed pro to join our in-office crew and take amazing care of our clients-mostly personal lines, especially homeowners. If you're more service than sales and like a little office fun with your files, let's talk. What You'll Tackle: - Fix policy hiccups, answer client questions, and work those remarkets like a champ - Client emails and phone calls - Be part of a team that actually enjoys showing up What You Bring: - Active 2-20, 20-44, or 4-40 ready to upgrade within a few months - 1+ year of insurance service - You're detailed, dependable, and drama-free What You'll Get: - $27/hour starting pay (negotiable) - Monthly retention bonuses for great client service - Additional in-office bonus for licensed full-time staff - $110/week for health + $10/week cell phone reimbursement - $10/week toward AFLAC of your choice - 401(k) available - 11 paid holidays, growing PTO, and actual lunch breaks - Weekly office snacks, lunches & bingo with cash prizes - Occasional work-from-home flexibility (like when life happens) Ready to join a team that gets stuff done, treats people right, and laughs along the way? Send your resume to ************************, or text ************. Let's make insurance more awesome together!

The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements. Client Service & Support Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions. Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements. Assist clients with policy changes, cancellations, reinstatements, and general account updates. Review client accounts to ensure accuracy and identify gaps in coverage or service needs. Policy Administration Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation. Support new business and renewal processes by gathering required information and preparing applications. Verify policy accuracy, rating information, and carrier guidelines prior to final processing. Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments. Claims Support Guide clients through the claims filing process and provide follow-up as needed. Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates. Team & Operational Support Provide guidance and support to junior CSRs and team members. Assist in workflow improvement, procedure updates, and best-practice implementation. Maintain compliance with all state regulations, company policies, and carrier requirements. Customer Experience & Retention Build strong client relationships through responsive service and proactive communication. Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions). Support retention efforts by reviewing renewal options and assisting in remarketing when needed. Required Qualifications Valid Florida 4-40 Customer Representative License. 3-5+ years of customer service or account management experience in a Property & Casualty insurance environment. Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology. Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred. Excellent communication, problem-solving, and organizational skills. Ability to work independently, prioritize tasks, and manage high-volume workloads.

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

Flight Operations Coordinator This Role is an In-House Role. The Candidate must be able to travel to our Boca Raton Office. We are not considering remote candidates. Are you ready to embark on a thrilling journey with a company that offers a dynamic, fun, and relaxed work environment? Look no further! At Jets.com, we take pride in delivering top-tier, personalized 24/7 service to our distinguished clientele who demand the best. We are seeking an experienced and detail-oriented Flight Operations Coordinator to join our team. This role is critical in coordinating and scheduling flights while ensuring seamless operations and an exceptional client experience. Additionally, we are prioritizing candidates with leadership experience, as we see this role evolving into managing a team of coordinators in the future. Key Responsibilities: Coordinate and Schedule Flights - Efficiently arrange flight itineraries, considering client preferences and operational requirements. Ensure Safe Operations - Monitor flight progress, weather conditions, and other factors that impact travel, making real-time adjustments as needed. Client Communication - Maintain clear and professional communication with clients, providing updates and addressing any travel-related inquiries. Accurate Documentation - Maintain detailed flight records, manage billing processes, and reconcile accounts. Customer Service - Handle customer inquiries with professionalism, ensuring issues are resolved efficiently. Compliance and Safety - Adhere to aviation regulations and company protocols to uphold the highest standards of service and safety. Ad Hoc Projects - Support the Vice President of Sales on projects aimed at building, optimizing, and innovating the sales department. Qualifications: Leadership Experience - Ability to mentor and guide others, with the potential to lead a team of coordinators in the future. Proficiency in Excel and PowerPoint - Comfortable analyzing data, preparing reports, and presenting insights. Detail-Oriented and Organized - Ability to multitask and manage multiple flights and clients simultaneously. Strong Communication Skills - Professional verbal and written communication with both clients and internal teams. Ability to Work Under Pressure - Remain calm and efficient in a fast-paced, time-sensitive environment. Aviation Knowledge - Preferred but not required; a willingness to learn is essential. If you have a passion for aviation, thrive in a dynamic work environment, and are ready to grow into a leadership role while contributing to the evolution of our sales department, we encourage you to apply!

💼 Now Hiring: Bilingual Inside Sales Appointment Representativas- Boca Raton based |Base + Unlimited Commission (Top Earners 50K- $100K+) Turn conversations into life-changing consultations! As a Prospect Engagement & Appointment Conversion Specialist, you'll connect with new leads, build trust, and schedule in-person consultations with our Certified Hair Loss Specialists-helping people take the first step toward confidence. What You'll Do: Engage warm leads via phone, chat, text & email Schedule and confirm in-person consultations Re-engage abandoned or paused prospects Deliver a luxury, white-glove experience every time Track all activity in Salesforce What You Bring: Bilingual (English/Spanish) preferred 3+ years in consultative sales, luxury service, or call center Strong communication, confidence & empathy Salesforce or CRM experience a plus Ability to work evenings/weekends (11am-8pm shift) with Sundays off Must be able to report to Boca Office - no remote work What You'll Get: ✅ Paid training from Day 1 ✅ Leads provided - no cold calling ✅ Paid vacation, holidays & personal days ✅ Medical, dental, life insurance & 401(k) with match after a year ✅ Tuition reimbursement after 1 year ✅ Unlimited earning potential Ready to make great money while changing lives? Apply now and grow your career with HairClub!

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

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

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

Are you ready to join a team that is redefining client experience excellence? Come 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 Be responsible for providing 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. This role will report in the office on a hybrid schedule. 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: *********************************************************************

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

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

Job 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:

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.

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)

Property Description Margaritaville Hollywood Beach Resort presents an exciting opportunity for job applicants seeking a vibrant and dynamic hospitality career. Located on the iconic Hollywood Beach Broadwalk in Florida, our resort offers a laid-back, tropical paradise atmosphere with exceptional amenities and renowned guest service. As a team member, you will have the chance to work in a fun and energetic environment, providing personalized service to our valued guests. With opportunities for career advancement, ongoing training, and a supportive work culture, Margaritaville Hollywood Beach Resort is the perfect place to elevate your hospitality career. Join our team of dedicated professionals and contribute to creating unforgettable experiences for our guests. Apply now and take the next step in your hospitality journey with Margaritaville Hollywood Beach Resort! #Margaritaville #HollywoodBeachJobs #HospitalityCareers #ResortJobs #TeamMargaritaville #BeachLife Overview We are looking for a Reservations Agent to join our dynamic team! As a Reservations Agent, you will be responsible for providing exceptional customer service and assisting guests in booking their stay with us. The ideal candidate is energetic, passionate about hospitality, and possesses exceptional communication and organizational skills. You must have a positive attitude, be detail-oriented, and have the ability to multitask in a fast-paced environment. If you're looking for an opportunity to showcase your talent and grow with a leading company in the hospitality industry, we invite you to apply today! Qualifications High school diploma or equivalent Previous experience in hospitality or customer service preferred Strong communication and interpersonal skills Ability to multitask in a fast-paced environment Excellent organizational skills and attention to detail Basic computer skills and experience with reservation software Ability to work flexible hours, including weekends and holidays Positive attitude and willingness to learn and grow in the role Benefits Davidson Hospitality Group is an award-winning, full-service hospitality management company overseeing hotels, restaurants, dining and entertainment venues across the US. A trusted partner and preferred operator for Hilton, Hyatt, Kimpton, Marriott, and Margaritaville, Davidson offers a unique entrepreneurial management style and owners' mentality that provides the individualized personal service of a small company, enhanced by the breadth and depth of skill and experience of a larger company. In keeping with the company's heritage of delivering value, Davidson is comprised of four highly specialized operating verticals: Davidson Hotels, Pivot, Davidson Resorts and Davidson Restaurant Group. In keeping with the company's heritage of delivering value to its owners and team members, Davidson offers a rich benefit program with a variety of benefits designed to enrich the lives and well-being of our team members and their families. Multiple Tiers of Medical Coverage Dental & Vision Coverage 24/7 Teledoc service Free Maintenance Medications Pet Insurance Hotel Discounts Tuition Reimbursement Paid Time Off (vacation, sick, bereavement, and Holidays). 401K Match Working at Davidson is like nowhere else. It's less of a job, more of a calling. It's part career, part revolution. Because whatever you do here, you play a part in helping redefine the way quality hospitality is delivered to our guests, our clients, our partners, and each other. EOE AA- Minorities/Females/Vet/Disability/Gender Identity/Sexual Orientation Davidson Hospitality is a drug free workplace. Pre-employment drug test and background check required. We participate in E-Verify.

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.

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)

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