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  • Banking Center Support Specialist

    City National Bank of Florida 4.1company rating

    Customer support specialist job in Boca Raton, FL

    About the Role The Banking Center Support Specialist takes an active role in meeting the needs and expectations of clients by servicing, promoting, and cross-selling the Bank's products and services. Responsibilities include increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. What You'll Do Consistently meets and/or exceeds assigned individual and team sales goals. Supports relationship-building efforts through cross-selling, use of marketing materials, participation in promotions, telemarketing, and providing prompt client service. Maintains a prospect list of potential clients and participates in networking, outbound calling, and other outreach activities as directed. Opens and processes various types of accounts, products, and services after consulting with clients to understand their needs. Responds to general client inquiries, reconciles statements, and works with operations to resolve discrepancies and maintain accurate account records. Performs teller functions as needed, including accepting deposits, cashing checks within policy limits, processing withdrawals, selling travelers checks and cashier checks, and accepting loan payments. Facilitates client transactions and responds quickly and effectively to questions or concerns. Provides access to safe deposit boxes after verifying client identity and authorization. Completes documentation for safe deposit box rentals, transfers, or surrenders. Records payments for safe deposit box rent and follows up on past due accounts. Witnesses safe deposit box drilling due to lost keys or abandoned property and prepares items for escheatment. Contributes to team and individual goals related to deposits, loans, cross-selling, and referrals to other Bank units such as Investments, Lending, and Treasury Services. Performs paying, receiving, and collection functions with a high degree of accuracy. Adheres to all cash handling, operational, security, and compliance policies including BSA/AML. Assists Lending staff or works within own authority to interview loan applicants, collect required documentation, and support the credit decision process. May assist in closing loans in compliance with applicable regulations. Ensures compliance with operational and security procedures to maintain accounting integrity and safeguard assets. Completes general ledger tickets and balances transactions accurately. Performs vault duties and ATM reconciliations as assigned. May assist with more complex functions such as inputting and verifying domestic/international wire transfers within authorized limits and in accordance with policy. Supports Branch BSA operations and wire transfer processing as needed. Completes routine service requests and administrative tasks, including timely preparation of required reports. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and is expected to follow procedures, including notifying Human Resources of any changes in current status. Qualifications: 2-4 years of experience in retail banking or financial services, with direct exposure to both platform and teller responsibilities. Demonstrated ability to perform client-facing service functions including account opening, transaction processing, and cross-selling bank products. Proven success in meeting performance goals through relationship development and consistent service delivery. Strong cash handling skills with experience reconciling transactions, performing teller functions, and using teller terminals or online banking systems in accordance with operational and compliance procedures. Proficient in needs-based sales techniques and delivering high-level client service. Ability to interpret detailed written materials and perform accurate mathematical calculations. Capable of handling complex transactions efficiently and with attention to detail. Security-conscious and thorough in following procedures related to client accounts and banking operations. Understanding of Federal and State regulations applicable to teller and banking center activities. Willingness to work extended hours, including weekends, as needed. Ability to work in a fast-paced environment and travel between banking centers with little or no notice. Meets the requirements of the S.A.F.E. Act and follows procedures including timely notification to Human Resources of any changes in status. Education: High School Diploma or GED equivalent or a combination of education/relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at ************ or by email ************************************.
    $45k-73k yearly est. 1d ago
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  • Customer Services Specialist

    Savills North America 4.6company rating

    Customer support specialist 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. 4d ago
  • Customer Service/Admin

    5Th HQ

    Customer support specialist job in Pompano Beach, FL

    5th HQ - We are seeking a versatile and dedicated Admin/Customer Service Specialist for our of our clients in Pompano Beach. The ideal candidate will be adaptable, capable of managing multiple roles, and comfortable handling a variety of tasks as required. Key Responsibilities: Respond to Amazon customer service messages promptly and professionally. Process customer refunds efficiently. Learn and manage the process of customer returns. Run daily reports and follow up on any action items. Review invoices and potentially learn to process deposits. Assist with various tasks as needed, demonstrating flexibility and a willingness to adapt to new challenges. Perform general office duties, such as managing phone calls, emails, and correspondence. Organize and schedule appointments, meetings, and conferences. Maintain and update office records, databases, and filing systems. Prepare reports, presentations, and documents as needed. Skills/Qualifications: High school diploma or equivalent; further education or certifications in administration or customer service is a plus. Previous experience in a customer service or administrative role is preferred. Proficiency in Microsoft Office Suite (Excel, Word, Outlook). Strong communication skills, both written and verbal. Bilingual English/Spanish is a plus. Excellent organizational skills and attention to detail. Ability to multitask and manage time effectively. Positive attitude and a proactive approach to problem-solving. Willingness to learn new skills and take on different tasks as required.
    $27k-36k yearly est. 2d ago
  • Client Relationship Representative

    Alphabe Insight Inc.

    Customer support specialist job in Miami Springs, FL

    About Us At Every Word Code, we are dedicated to delivering innovative communication and technology solutions that connect people and businesses with precision and purpose. Our team thrives on creativity, collaboration, and excellence-transforming complex challenges into streamlined experiences. We believe in empowering our employees through growth, mentorship, and a culture built on integrity and success. Job Description We are seeking a Client Relationship Representative to join our Miami team. The ideal candidate will serve as the main point of contact for our clients, ensuring satisfaction, trust, and long-term collaboration. This role requires a balance of professionalism, empathy, and strategic thinking to maintain meaningful partnerships and deliver exceptional client experiences. Responsibilities Build and nurture strong relationships with new and existing clients. Act as the primary liaison between clients and internal departments. Understand client goals to provide tailored solutions and proactive support. Ensure timely follow-up on client requests and maintain accurate records. Identify opportunities to enhance service delivery and client satisfaction. Collaborate with cross-functional teams to deliver exceptional results. Qualifications Qualifications Excellent communication and interpersonal skills. Strong organizational and problem-solving abilities. Professional demeanor with a client-first mindset. Ability to manage multiple priorities and meet deadlines. Driven, reliable, and adaptable in a dynamic environment. Additional Information Benefits Competitive salary ($56,000-$59,000 annually). Growth and career advancement opportunities. Supportive and collaborative work environment. Comprehensive training and ongoing development programs. Health and wellness initiatives. Full-time position with consistent schedule and stability.
    $56k-59k yearly 2d ago
  • Customer Service Representive

    Brightway 4.4company rating

    Customer support specialist job in Boca Raton, FL

    Company Overview Brightway Insurance is a leading property and casualty insurance distribution company with over 400 franchise locations in 40 states We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support We are currently seeking Customer Service Representative CSR to join our team As a CSR you will play a key role in ensuring our clients receive excellent service and support Youll assist both new and existing customers by answering questions processing changes to policies handling billing inquiries and supporting sales efforts when needed Responsibilities Provide exceptional customer service to policyholders via phone email and in person interactions Assist clients with policy changes billing inquiries claims and general insurance questions Educate clients on available coverages products and discounts Maintain accurate records in our CRM and carrier systems Collaborate with agents and producers to ensure a seamless customer experience Support retention efforts by identifying opportunities for cross selling and upselling Qualifications High school diploma or equivalent required; college degree a plus4 40 Customer Service License required 2 years of experience in insurance or a customer service related role Strong communication and interpersonal skills Detail oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software Why Join Us Competitive salary plus performance bonuses Opportunities for career growth and professional development Supportive team environment Work that makes a difference in peoples lives
    $29k-37k yearly est. 2d ago
  • Client Specialist III

    Amerant

    Customer support specialist job in Miami, 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. 2d ago
  • Client Specialist III

    Amerant Bancorp Inc.

    Customer support specialist job in Miami, 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. 2d ago
  • Customer Support Specialist

    Insight Global

    Customer support specialist job in Miami Lakes, FL

    Required Skills & Experience 2+ years of work experience in Customer Support or Customer Service role Strong Microsoft Office / Excel - VlookUps and Pivot Tables Ability to work in a fast-paced environment managing multiple priorities Strong verbal and written communication Nice to Have Skills & Experience Experience with Systems Applications and Processing (SAP)/ERP system Aerospace industry experience Data analytics experience Job Description Our Aerospace client is looking for Customer Supports Specialists to join their team. This role involves analyzing supplier and customer data related to the ordering and delivery of spare parts, provisioning products, and associated services. Responsibilities include processing returned materials, responding to customer inquiries regarding spare parts requirements, and resolving delivery issues. This positions also entails creating and tracking performance metrics, cultivating strong customer relationships, and developing a deep understanding of the customer's culture and business strategies. This position is offering $21.91/hour.
    $21.9 hourly 2d ago
  • Client Experience Specialist

    Aston Carter 3.7company rating

    Customer support specialist job in Miami, FL

    Aston Carter is hiring Client Coordinators to start ASAP! Miami & Broward locations | Onsite | $18/hr | Contract-to-Hire Are you passionate about helping people plan unforgettable vacations? Do you love creating smooth, positive customer experiences? Join our team as a Client Coordinator where you'll be the friendly, trusted guide for guests and travel partners looking to book their next great vacation. If you enjoy a fast-paced environment, are detail‐oriented, and are excited to grow your career in travel or customer service - this is a fantastic opportunity to get started. What You'll Do As a Client Coordinator, you'll be the heart of our guest experience. Your day will include: + Assisting customers with planning and booking their dream vacations + Serving as the main point of contact for guests and travel partners via phone and email + Recommending upgrades, add-ons, and personalized options to enhance each trip + Accurately entering reservation and customer information into our systems + Providing professional, friendly, solution-focused customer support + Maintaining consistent attendance and following schedule expectations Top Skills We're Looking For + Customer service + Data entry & accuracy + Client services / relationship support + Call center or high-volume phone support (required) Qualifications + High school diploma or equivalent required + 6 months-2 years of experience in customer service, hospitality, sales, or travel preferred + Strong attention to detail and ability to stay calm and focused + Self‐motivated with a passion for helping others + Comfortable working in a structured, schedule-driven environment This role is perfect for those starting their career in customer service or the travel industry. Pay & Benefits + $18.00/hr + Contract-to-Hire opportunity Workplace Type 100% on-site - located in Broward or Dade county Job Type & Location This is a Contract to Hire position based out of Miami, FL. Pay and Benefits The pay range for this position is $18.00 - $18.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Miami,FL. Application Deadline This position is anticipated to close on Jan 31, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.
    $18-18 hourly 2d ago
  • Service - Customer Experience Specialist

    Acmgmt LLC

    Customer support specialist job in Lake Worth, FL

    Full Job Description: Wayne Akers Ford is seeking a Customer Service Specialist.. If you are a self-motivated individual with aspirations for success and enjoy working with the public, the Customer Experience Specialist position at Wayne Akers Ford may be the right fit for you. We are looking for candidates who possess customer service experience, demonstrate a professional and positive attitude, and have a great work ethic. We invite all top-performing individuals to apply their skills to help our company continue to grow. Primary Responsibilities and Requirements: Handling of incoming and outgoing phone calls, text messages and emails. Prospect follow-up calls and gauge customer satisfaction. Answer customer internet inquires for service by both email and phone. Schedule service appointments, reschedule no show customers. Contact customers based on current marketing incentives. Following up the customer experience after visiting the dealership. Following up on all unsold Service work and any special requests to be sure that all customer expectations are met. Contacting customers based on current oil life, recalls or OnStar notifications, Service Retention and 1st Service to try to set up service appointments. Primary Responsibilities and Requirements Great Customer Service Skills & Motivation to be Successful. Able to multi-task. Able to communicate persuasively with customers to set appointments. Be Able to Create and Maintain Customer Relationships. Excellent computer skills required. Excellent phone presence. Knowledgeable to call center environment. Prior Service, Call Center, or BDC Experience Required Automotive Service Department experience helpful but not required. Great Communication Skills Team Player Authorized to work in the United States Ability to pass background check and pre-employment drug screen Benefits: Health Dental Vision Life Vacation 401K Job Type: Full Time Schedule: Monday - Friday Work Location: In person "Florida Drug-Free Workplace: Pre-employment Drug Testing" We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
    $26k-34k yearly est. 2d ago
  • Customer Service Representative / Dispatcher

    Aireserv Heating and Air Conditioning

    Customer support specialist job in Boca Raton, FL

    Receive incoming calls in a professional and courteous manner - Scheduling appointments - Assigning daily work/calls to other team members - Perform marketing and sales functions to sell additional work and earn business - Complete work orders, retur Customer Service Representative, Customer Service, Dispatcher, Representative, Dispatch, Retail
    $23k-31k yearly est. 2d ago
  • Client Services Associate

    Ascendo 4.3company rating

    Customer support specialist job in Miami, FL

    Dynamic Client Service Associate | Amazing Growth Potential & Competitive Pay Ascendo is excited to present this opportunity in the Wealth Management industry. This is a fantastic chance to join a boutique firm on an upward trajectory that prioritizes a high-touch, human-centered approach to financial planning. We are seeking a dedicated professional who thrives in a supportive culture and can balance technical precision with genuine empathy. The ideal candidate brings a robust background in navigating custodial platforms and possesses a fluent understanding of financial concepts such as Roth Conversions, IRA Rollovers, and Trust structures to hit the ground running. Responsibilities Act as the primary point of contact for major custodians and third-party providers to resolve operational inquiries. Manage the full lifecycle of client requests including account openings, money movement, and journals. Maintain accurate client data within CRM systems to ensure a reliable source of information for the team. Collaborate with compliance leadership to assist with account reviews and necessary regulatory action items. Coordinate advisor calendars and prepare essential materials for client review meetings. Facilitate clear communication regarding transaction status to keep both clients and advisors fully informed. Qualifications Strong understanding of investment vehicles, retirement plans, and trust nuances. Proven experience working within an RIA or financial services environment. Exceptional organizational skills with the ability to create and follow repeatable processes. Proficiency with digital record-keeping and adherence to industry compliance standards. Experience utilizing financial planning software and CRM tools to support operations. Ability to handle sensitive information with the highest level of integrity and care. Benefits Comprehensive medical, dental, and vision coverage options. Employer-sponsored retirement plan with company contributions. Clear pathways for career advancement into leadership or advisory tracks. Generous and flexible paid time off policy. ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law. Contact information Daniel Longman
    $34k-43k yearly est. 2d ago
  • Account Service Representative -Field Sales

    New Health Partners 4.1company rating

    Customer support specialist job in Doral, FL

    The Account Service Representative is responsible for delivering exceptional service to brokers, agencies, and employer groups. This role supports the full lifecycle of group accounts-renewals, enrollments, changes, claims support, quoting follow-ups, and carrier communication. The ASR works closely with the sales and operations team to ensure accuracy, timeliness, and high customer satisfaction What you'll be doing: Broker & Agency Support: Serve as the primary point of contact for agencies regarding group insurance questions, documentation, renewals, and service needs. Assist brokers with quoting requests, benefit summaries, enrollment materials, and onboarding documentation. Provide clear guidance on medical, dental, vision, GAP, and ancillary benefits. Group Account Management: Support new group onboarding, including application review, census validation, and carrier submissions. Assist with open enrollment meetings, renewal reviews, and plan comparison tools. Maintain accurate group records, policy details, and service notes. Track renewals, missing documents, billing issues, and enrollment updates. Carrier & Vendor Coordination: Communicate with carriers regarding applications, eligibility, billing discrepancies, and service issues. Facilitate resolution of escalated member and employer concerns. Ensure compliance with carrier guidelines and timelines. Administrative & Operational Tasks: Prepare service emails, renewal notices, spreadsheets, and standardized documents for agencies and employers. Maintain CRM activity logs, follow-up tasks, and documentation. Assist the Group Sales Director in tracking KPI metrics and service SLAs Requirements: Must know all carriers. Traditional group insurance Must have knowledge of working with a census Customer service experience 215 License required Reliable transportation Qualifications: Salesforce knowledge helpful Ichra knowledge helpful Business development experience 5-10 years of experience in health insurance, group benefits, or employee benefits administration (preferred). Knowledge of medical, dental, vision, GAP, and ancillary products. Strong communication skills-professional, clear, and customer focused. Ability to manage multiple priorities with attention to detail and deadlines. Proficient in Microsoft Office (Excel, Word, PowerPoint); CRM experience is a plus. Bilingual (English/Spanish) Salary range: $55-$75k + Commission Schedule: 9-5 with occasional weekend events. Hybrid/remote possible after 90 days. January start date
    $21k-28k yearly est. 4d ago
  • Mission Support Specialist

    AEG Fuels 4.2company rating

    Customer support specialist job in Miami, FL

    : Associated Energy Group, LLC (AEG Fuels) is a global aviation fuels and services supply chain management company. The company's core business is the marketing and financing of fuel supply and logistics solutions for the world's largest airlines, militaries, and corporate operators. AEG Fuels serves its clients through a network of longstanding relationships with subcontracted parties around the world. Customers are afforded the benefits of negotiated fuel and throughput pricing based on AEG Fuel's aggregate volume within a network of over 3,000 airports as well as the company's specialized expertise in delivering products safely and on-time. AEG Fuels is dedicated to providing comprehensive support and unparalleled 24/7 service around the world. 30 different nationalities are represented on AEG's team and with offices in Miami, Houston, Toluca, Medellin, Sao Paolo, London, Dubai, Singapore and Shanghai the company combines a global presence with a local touch. AEG Core Values: Excellence & Teamwork Entrepreneurship & Innovation Respect & Trust Always Do What's Right Job Overview: We are seeking a proactive and detail-oriented Missions Support Specialist. This position plays a key role in supporting AEG's strategic accounts by ensuring smooth and efficient flight operations. The ideal candidate will thrive in a fast-paced environment, possess strong communication skills, and have a passion for delivering top-tier customer service. Responsibilities: Assist with the coordination of flight operations, including permitting and flight following Support ground handling arrangements and logistics for domestic and international flights Procure fuel and manage fuel-related logistics Serve as a liaison between clients and vendors to ensure timely and accurate service delivery Provide exceptional customer service and maintain strong relationships with strategic accounts Proactively resolve issues that arise during flight planning and execution Maintain accurate records and ensure compliance with regulatory and company standards Collaborate closely with the Flight Operations Manager and other internal teams Requirements: Previous experience in flight operations, aviation services, or a related field preferred Strong organizational and multitasking abilities Excellent communication and interpersonal skills Ability to work flexible hours, including nights, weekends, and holidays as needed Proficiency in Microsoft Office and operations software tools A team-oriented mindset with a commitment to problem-solving and continuous improvement What We Offer: Competitive salary package. 4 weeks of PTO to start + 6 paid holidays. Health Benefits Dental & Vision Insurance 6% match on 401K. A collaborative and innovative work culture. Shift Schedule: * Employees will work variable rotating schedules throughout the week, including rotating weekends, with four 10-hour shifts each week totaling 40 hours.
    $36k-62k yearly est. 2d ago
  • Mission Support Specialist

    Associated Energy Group Fuels

    Customer support specialist job in Miami, FL

    : Associated Energy Group, LLC (AEG Fuels) is a global aviation fuels and services supply chain management company. The company's core business is the marketing and financing of fuel supply and logistics solutions for the world's largest airlines, militaries, and corporate operators. AEG Fuels serves its clients through a network of longstanding relationships with subcontracted parties around the world. Customers are afforded the benefits of negotiated fuel and throughput pricing based on AEG Fuel's aggregate volume within a network of over 3,000 airports as well as the company's specialized expertise in delivering products safely and on-time. AEG Fuels is dedicated to providing comprehensive support and unparalleled 24/7 service around the world. 30 different nationalities are represented on AEG's team and with offices in Miami, Houston, Toluca, Medellin, Sao Paolo, London, Dubai, Singapore and Shanghai the company combines a global presence with a local touch. AEG Core Values: Excellence & Teamwork Entrepreneurship & Innovation Respect & Trust Always Do What's Right Job Overview: We are seeking a proactive and detail-oriented Missions Support Specialist. This position plays a key role in supporting AEG's strategic accounts by ensuring smooth and efficient flight operations. The ideal candidate will thrive in a fast-paced environment, possess strong communication skills, and have a passion for delivering top-tier customer service. Responsibilities: Assist with the coordination of flight operations, including permitting and flight following Support ground handling arrangements and logistics for domestic and international flights Procure fuel and manage fuel-related logistics Serve as a liaison between clients and vendors to ensure timely and accurate service delivery Provide exceptional customer service and maintain strong relationships with strategic accounts Proactively resolve issues that arise during flight planning and execution Maintain accurate records and ensure compliance with regulatory and company standards Collaborate closely with the Flight Operations Manager and other internal teams Requirements: Previous experience in flight operations, aviation services, or a related field preferred Strong organizational and multitasking abilities Excellent communication and interpersonal skills Ability to work flexible hours, including nights, weekends, and holidays as needed Proficiency in Microsoft Office and operations software tools A team-oriented mindset with a commitment to problem-solving and continuous improvement What We Offer: Competitive salary package. 4 weeks of PTO to start + 6 paid holidays. Health Benefits Dental & Vision Insurance 6% match on 401K. A collaborative and innovative work culture. Shift Schedule: Employees will work variable rotating schedules throughout the week, including rotating weekends, with four 10-hour shifts each week totaling 40 hours.
    $31k-54k yearly est. 2d ago
  • English/Spanish Customer Service

    5Th HQ

    Customer support specialist job in Hollywood, FL

    We are seeking a dedicated and customer-focused Customer Service Representative (CSR) to join our team in Pembroke Park, FL. As a CSR, you will play a vital role in providing exceptional service to our customers while managing inquiries, resolving issues, and supporting our daily operations. Key Responsibilities: Answer inbound calls and respond to customer inquiries in a professional and friendly manner. Resolve customer complaints, issues, and inquiries promptly, ensuring customer satisfaction. Process customer orders, returns, and exchanges efficiently and accurately. Maintain a thorough understanding of products and services to provide accurate information to customers. Update and maintain customer records in the system. Collaborate with team members to improve service processes and meet customer needs. Handle email and online inquiries as needed. Provide follow-up with customers to ensure their issues have been resolved to their satisfaction. Assist with administrative tasks such as filing, data entry, and report generation. Qualifications: High school diploma or equivalent required. Previous customer service experience preferred. Strong verbal and written communication skills. Ability to multitask, prioritize, and stay organized in a fast-paced environment. Excellent problem-solving skills and attention to detail. Proficiency in Microsoft Office and basic computer skills. Must be Bilingual (English/Spanish). Benefits: Competitive pay up to $18 per hour. Monday - Friday schedule with weekends off. A positive and supportive work environment. Opportunities for growth within the company.
    $18 hourly 2d ago
  • Banking Center Support Specialist

    City National Bank of Florida 4.1company rating

    Customer support specialist job in Hollywood, FL

    About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. Completes all necessary G/L tickets and balances accurately. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at ************ or by e-mail at ***************************.
    $45k-73k yearly est. 2d ago
  • Client Associate

    Amerant

    Customer support specialist job in Miami, FL

    The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers. Duties and responsibilities include: Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries; Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others. Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc. Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Acts as backup as needed for other CAs In order to fulfill duties with expected level of competency, incumbent must demonstrate: Ability and eagerness to learn. Verbal, written and interpersonal skills. Customer service orientation. Organization skills (archiving, tracking, follow-up) Minimum Education and/or Certifications Requirements: Associate's degree in finance or business administration preferred. *** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work Experience Requirements: 1 year of experience supporting Wealth Management Advisors Technical and/or Other Essential Knowledge: Fully bilingual (English/Spanish) - Fluent, including writing Experienced PC user with strong command of MS Office applications
    $35k-65k yearly est. 2d ago
  • Client Associate

    Amerant Bancorp Inc.

    Customer support specialist job in Miami, FL

    The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers. Duties and responsibilities include: Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries; Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others. Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc. Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Acts as backup as needed for other CAs In order to fulfill duties with expected level of competency, incumbent must demonstrate: Ability and eagerness to learn. Verbal, written and interpersonal skills. Customer service orientation. Organization skills (archiving, tracking, follow-up) Minimum Education and/or Certifications Requirements: Associate's degree in finance or business administration preferred. * Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work Experience Requirements: 1 year of experience supporting Wealth Management Advisors Technical and/or Other Essential Knowledge: Fully bilingual (English/Spanish) - Fluent, including writing Experienced PC user with strong command of MS Office applications
    $35k-65k yearly est. 2d ago
  • Customer Service Rep./Admin

    5Th HQ

    Customer support specialist job in Coral Springs, FL

    5th HQ - We are seeking a versatile and dedicated Admin/Customer Service Specialist for our of our clients in Pompano Beach. The ideal candidate will be adaptable, capable of managing multiple roles, and comfortable handling a variety of tasks as required. Key Responsibilities: Respond to Amazon customer service messages promptly and professionally. Process customer refunds efficiently. Learn and manage the process of customer returns. Run daily reports and follow up on any action items. Review invoices and potentially learn to process deposits. Assist with various tasks as needed, demonstrating flexibility and a willingness to adapt to new challenges. Perform general office duties, such as managing phone calls, emails, and correspondence. Organize and schedule appointments, meetings, and conferences. Maintain and update office records, databases, and filing systems. Prepare reports, presentations, and documents as needed. Skills/Qualifications: High school diploma or equivalent; further education or certifications in administration or customer service is a plus. Previous experience in a customer service or administrative role is preferred. Proficiency in Microsoft Office Suite (Excel, Word, Outlook). Strong communication skills, both written and verbal. Bilingual English/Spanish is a plus. Excellent organizational skills and attention to detail. Ability to multitask and manage time effectively. Positive attitude and a proactive approach to problem-solving. Willingness to learn new skills and take on different tasks as required.
    $23k-31k yearly est. 2d ago

Learn more about customer support specialist jobs

How much does a customer support specialist earn in Coconut Creek, FL?

The average customer support specialist in Coconut Creek, FL earns between $26,000 and $54,000 annually. This compares to the national average customer support specialist range of $28,000 to $55,000.

Average customer support specialist salary in Coconut Creek, FL

$38,000

What are the biggest employers of Customer Support Specialists in Coconut Creek, FL?

The biggest employers of Customer Support Specialists in Coconut Creek, FL are:
  1. South Florida Behavioral Health Network, Inc.
  2. Pharmacy
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